HomeMy Public PortalAbout04 April 27, 2015 Budget & implementationRIVERSIDE COUNTY TRANSPORTATION COMMISSION
BUDGET AND IMPLEMENTATION COMMITTEE
MEETING AGENDA
TIME: 9:30 a.m.
DATE: Monday, April 27, 2015
LOCATION: BOARD ROOM
County of Riverside Administrative Center
4080 Lemon Street, First Floor, Riverside
COMMITTEE MEMBERS
Bob Magee, Chair / Natasha Johnson, City of Lake Elsinore
Jan Harnik, Vice Chair / Susan Marie Weber, City of Palm Desert
Brenda Knight / Jeff Fox, City of Beaumont
Ella Zanowic / Jim Hyatt, City of Calimesa
Dawn Haggerty / Jordan Ehrenkranz, City of Canyon Lake
Greg Pettis / Shelley Kaplan, City of Cathedral City
Steven Hernandez / To Be Appointed, City of Coachella
Scott Matas / Russell Betts, City of Desert Hot Springs
Linda Krupa / Paul Raver, City of Hemet
Dana Reed / Douglas Hanson, City of Indian Wells
Rick Gibbs / Jonathan Ingram, City of Murrieta
Steve Adams / Andy Melendrez, City of Riverside
Michael Naggar / To Be Appointed, City of Temecula
John F. Tavaglione, County of Riverside, District II
Chuck Washington, County of Riverside, District III
STAFF
Anne Mayer, Executive Director
Theresia Trevino, Chief Financial Officer
AREAS OF RESPONSIBILITY
Annual Budget Development and Oversight
Competitive Federal and State Grant Programs
Countywide Communications and Outreach Programs
Countywide Strategic Plan
Legislation
Public Communications and Outreach Programs
Short Range Transit Plans
Comments are welcomed by the Committee. If you wish to provide comments to the Committee, please
complete and submit a Speaker Card to the Clerk of the Board.
COMM-BI-00025
Tara Byerly
From: Tara Byerly
Sent:
To:
Wednesday, April 22, 2015 2:44 PM
Tara Byerly
Cc: Jennifer Harmon
Subject: RCTC: Budget and Implementation Committee Agenda -04.27.2015
Importance: 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, April 27.
http://www.rctc.org/uploads/media items/budget-and-implementation-committe-april-27-2015.original.pdf
Also attached for your review and information is the conflict of interest memo and form. Please let me know
if you have any questions. Thank you.
Conflict of Conflict of
Interest Form.pdf Interest Memo.pdf
Respectfully,
Tara S. Byerly
Senior Administrative Assistant
RCTC
4080 Lemon Street, 3rd Floor
Riverside, CA 92501
(951) 787-7141
1
Riverside County Transportation Commission
TO:
FROM:
DATE:
SUBJECT:
Riverside County Transportation Commission
Jennifer Harmon, Office and Board Services Manager
April 22, 2015
Possible Conflicts of Interest Issues -Budget and Implementation Committee
Agenda of April 27, 2015
The April 27, 2015 agenda of the Budget and Implementation Committee includes items
which may raise possible conflicts of interest. A RCTC member may not participate in any
discussion or action concerning a contract or amendment if a campaign contribution of more
than $250 is received in the past 12 months or 3 months following the conclusion from any
entity or individual listed.
Agenda Item No. 9 -Agreement with HDR Engineering, Inc. for Strategic Assessment
Consultant(s): HDR Engineering, Inc.
2280 Market Street, Suite 100
Riverside, CA 92501
Kip Field, Vice President
Moore Methods, Inc.
112711th Street, Suite 1050
Sacramento, CA 95814
James N. Moore, Owner
AMMA Transit Planning
393 Two Trees Road
Riverside, CA 92507
Heather Menninger, Principal
Fehr& Peers
3600 Lime Street, Building 2
Unit 226
Riverside, CA 92501
Jason Pack, Principal
Creative Infrastructure Solutions
120 N. Madison Avenue
Pasadena, CA 91101
Mit Jha, Principal
Parsons Brinkerhoff, Inc.
One Penn Plaza
New York, New York 10119
Yvonne Quinones, Vice President
Katherine Padilla & Associates
440 Tamarac Drive
Pasadena, CA 91105
Katherine Padilla Otanez, Owner
System Metrics Group, Inc.
244 California Street, Suite 710
San Francisco, CA 94111
William S. McCullough
Vice President
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
BUDGET AND IMPLEMENTATION COMMITTEE
www.rctc.org
AGENDA*
*Actions may be taken on any item listed on the agenda
9:30 a.m.
Monday, April 27, 2015
BOARD ROOM
County Administrative Center
4080 Lemon Street, First Floor
Riverside, California
In compliance with the Brown Act and Government Code Section 54957.5, agenda materials distributed
72 hours prior to the meeting, which are public records relating to open session agenda items, will be
available for inspection by members of the public prior to the meeting at the Commission office,
4080 Lemon Street, Third Floor, Riverside, CA, and on the Commission’s website, www.rctc.org.
In compliance with the Americans with Disabilities Act, Government Code Section 54954.2, and the Federal
Transit Administration Title VI, please contact the Clerk of the Board at (951) 787-7141 if special assistance
is needed to participate in a Commission meeting, including accessibility and translation services.
Assistance is provided free of charge. Notification of at least 48 hours prior to the meeting time will assist
staff in assuring reasonable arrangements can be made to provide assistance at the meeting.
1. CALL TO ORDER
2. PLEDGE OF ALLEGIANCE
3. ATTENDANCE / ROLL CALL
4. PUBLIC COMMENTS – Each individual speaker is limited to speak three (3) continuous
minutes or less. The Committee may, either at the direction of the Chair or by majority
vote of the Committee, waive this three minute time limitation. Depending on the number
of items on the Agenda and the number of speakers, the Chair may, at his/her discretion,
reduce the time of each speaker to two (2) continuous minutes. Also, the Committee may
terminate public comments if such comments become repetitious. In addition, the
maximum time for public comment for any individual item or topic is thirty (30) minutes.
Speakers may not yield their time to others without the consent of the Chair. Any written
documents to be distributed or presented to the Committee shall be submitted to the Clerk
of the Board. This policy applies to Public Comments and comments on Agenda Items.
Under the Brown Act, the Board should not take action on or discuss matters raised during
public comment portion of the agenda which are not listed on the agenda. Board members
may refer such matters to staff for factual information or to be placed on the subsequent
agenda for consideration.
Budget and Implementation Committee
April 27, 2015
Page 2
5. APPROVAL OF MINUTES – MARCH 23, 2015
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. SINGLE SIGNATURE AUTHORITY REPORT
Page 1
Overview
This item is for the Committee to:
1) Receive and file the Single Signature Authority report for the third quarter
ended March 31, 2015; and
2) Forward to the Commission for final action.
8. PROPOSED BUDGET FOR FISCAL YEAR 2015/16
Page 3
Overview
This item is for the Committee to:
1) Discuss, review, and provide guidance on the proposed FY 2015/16 Budget;
2) Open the public hearing in order to receive input and comments on the proposed
FY 2015/16 Budget on May 13 and on June 10, 2015, and thereafter close the public
hearing; and
3) Forward to the Commission for final action.
Budget and Implementation Committee
April 27, 2015
Page 3
9. AGREEMENT WITH HDR ENGINEERING, INC. FOR STRATEGIC ASSESSMENT
Page 22
Overview
This item is for the Committee to:
1) Award Agreement No. 15-65-051-00 to HDR Engineering, Inc. (HDR) for the
development of a strategic assessment for a nine-month period for an amount not
to exceed that is under negotiation and will be presented at the Commission
meeting;
2) Authorize the Chair or Executive Director, pursuant to legal counsel review, to
execute the agreement on behalf of the Commission; and
3) Forward to the Commission for final action.
10. STATE LEGISLATION
Page 49
Overview
This item is for the Committee to:
1) Adopt the following positions on state legislation:
a) SB 608 (Liu) – Oppose;
b) SB 516 (Fuller) – Support In Concept; and
2) Forward to the Commission for final action.
13. COMMISSIONERS / STAFF REPORT
Overview
This item provides the opportunity for the Commissioners and staff to report on attended
and upcoming meeting/conferences and issues related to Commission activities.
14. ADJOURNMENT AND THE NEXT MEETING
The next Budget and Implementation Committee meeting is scheduled to be held at
9:30 a.m., Monday, June 22, 2015, Board Chambers, First Floor, County Administrative
Center, 4080 Lemon Street, Riverside.
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
BUDGET AND IMPLEMENTATION COMMITTEE
ROLL CALL
APRIL 27, 2015
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 Palm Desert
City of Riverside
City of Temecula
Present
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RIVERSIDE COUNTY TRANSPORTATION COMMISSION
BUDGET AND IMPLEMENTATION COMMITTEE SIGN-IN SHEET
APRIL 27, 2015
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AGENDA ITEM 5
MINUTES
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
BUDGET AND IMPLEMENTATION COMMITTEE
Monday, March 23, 2015
MINUTES
1. CALL TO ORDER
The meeting of the Budget and Implementation Committee was called to order by
Chair Bob Magee at 9:30 a.m., in the Board Room at the County of Riverside
Administrative Center, 4080 Lemon Street, First Floor, Riverside, California, 92501.
2. PLEDGE OF ALLEGIANCE
At this time, Commissioner Steve Adams led the Budget and Implementation Committee
in a flag salute.
3. ROLL CALL
Members/Alternates Present Members Absent
Steve Adams Greg Pettis
Rick Gibbs Chuck Washington
Dawn Haggerty
Jan Harnik
Steven Hernandez
Brenda Knight
Linda Krupa
Bob Magee
Scott Matas
Michael Naggar
Dana Reed
John Tavaglione
Ella Zanowic
4. PUBLIC COMMENTS
There were no requests to speak from the public.
5. APPROVAL OF MINUTES – FEBRUARY 23, 2015
M/S/C (Gibbs/Zanowic) to approve the minutes of February 23, 2015 meeting
as submitted.
RCTC Budget and Implementation Committee Minutes
March 23, 2015
Page 2
6. ADDITIONS / REVISIONS
There were no additions or revisions to 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.
M/S/C (Adams/Gibbs) to approve the following Consent Calendar item(s):
7A. QUARTERLY FINANCIAL STATEMENTS
1) Receive and file the Quarterly Financial Statements for the period ended
December 31, 2014; and
2) Forward to the Commission for final action.
8. AGREEMENT WITH MACIAS GINI & O’CONNELL LLP FOR AUDIT SERVICES
Michele Cisneros, Finance Manager/Controller, presented the scope of services for the
agreement with Macias Gini & O’Connell LLP (MGO) for audit services.
Commissioner Dawn Haggerty asked for the amount paid for auditing services last year.
Michele Cisneros replied for the Commission’s audit agreement with McGladry was
$150,000.
M/S/C (Adams/Gibbs) to:
1) Award Agreement No. 15-19-043-00 to Macias Gini & O'Connell LLP
(MGO) for audit services for a three-year term, with two one-year
options to extend the agreement, for $841,000, plus a contingency in
the amount of $59,000, for a total amount not to exceed $900,000;
2) Authorize the Chair or Executive Director, pursuant to legal counsel
review, to execute the agreements, including option years, on behalf of
the Commission;
3) Authorize the Executive Director or designee to approve contingency
work up to the total not to exceed amount as required for these audit
services; and
4) Forward to the Commission for final action.
RCTC Budget and Implementation Committee Minutes
March 23, 2015
Page 3
9. AGREEMENT WITH BARTEL ASSOCIATES, LLC FOR ACTUARIAL VALUATION SERVICES
FOR OTHER POST EMPLOYMENT BENEFITS
Michele Cisneros presented the scope of services for the agreement with Bartel
Associates LLC (Bartel) for actuarial valuation services for other post employment
benefits.
M/S/C (Adams/Gibbs) to:
1) Award Agreement No. 15-19-044-00 to Bartel Associates, LLC (Bartel)
for actuarial valuation services for Other Post Employment Benefits
(OPEB) for a three-year term, and two one-year options to extend the
agreement, in an amount not to exceed $45,000;
2) Authorize the Chair or Executive Director, pursuant to legal counsel
review, to execute the agreement on behalf of the Commission; and
3) Forward to the Commission for final action.
10. TRUSTEE SERVICES FOR TOLL REVENUE BONDS
Theresia Trevino, Chief Financial Officer, presented the scope of services for the
agreements for trustee services for toll revenue bonds and the notice to terminate The
Bank of New York Mellon Trust Company, N.A. (BNY) agreement.
In response to Commissioner Gibbs’ request for clarification regarding removal costs,
Theresia Trevino stated cost does not have to be a factor in the removal.
In response to Commissioner Gibbs’ question regarding the ability for contractors to
protest, Theresia Trevino replied the Commission can terminate the contract with BNY
for any reason and the indenture specifies the procedures to do so.
M/S/C (Gibbs/Adams) to:
1) Award Agreement No. 15-19-083-00 to U.S. Bank National Association
(US Bank) for trustee services related to the 2013 Toll Revenue Bonds
(Toll Bonds) for the State Route 91 Corridor Improvement Project (91
Project) for a five-year period, with additional option periods in five-
year increments, in an amount of $60,000, plus a contingency amount
of $5,000, for a total amount not to exceed $65,000 for the initial five-
year term;
2) Authorize the Chair or Executive Director, pursuant to legal counsel
review, to execute agreement on behalf of the Commission;
3) Authorize the Executive Director or designee to approve contingency
work up to the total not to exceed amount as required for the trustee
services;
RCTC Budget and Implementation Committee Minutes
March 23, 2015
Page 4
4) Ratify Agreement No. 15-19-085-00, a three-party agreement among
the Commission, US Bank as successor trustee, and The Bank of New
York Mellon Trust Company, N.A. (BNY Mellon) as prior trustee
regarding the transfer of the rights, powers, and trusts related to the
Toll Bonds; and
5) Forward to the Commission for final action.
11. APPOINTMENT OF UNDERWRITERS FOR COMMISSION FINANCINGS
Theresia Trevino presented the appointment of underwriters for the Commission
financings. She explained there are no agreements to be awarded in connection with
this action since the bond purchase is the document executed in connection with the
financing.
In response to Commissioner Gibbs’ clarification regarding the Transportation
Infrastructure Finance and Innovation Act (TIFIA) loan, Anne Mayer replied it required
the technical expertise of several different consultants. The underwriters were a critical
part of the work completed for the TIFIA Office and also on Wall Street. She expressed
the 91 Project experience made this selection all the more important in terms of having
experienced underwriters that can model and know the market, and know the
Commission since these bonds need to be sold. Anne Mayer stated the Commission is
well positioned for the Interstate 15 project financing both from a TIFIA and Wall Street
perspective.
Theresia Trevino added the Commission was 10 times oversubscribed in less than an
hour and half, which was for $600 million in bonds.
M/S/C (Adams/Gibbs) to:
1) Approve the selection of the following firms to provide underwriting
services to the Commission in connection with long-term debt
financings for a four-year period, with an option to extend for an
additional two one-year periods:
a) Academy Securities, Inc. (Academy);
b) Bank of America Merrill Lynch (BAML);
c) Barclays Capital, Inc. (Barclays);
d) Fidelity Capital Markets (Fidelity); and
e) Goldman Sachs & Co. (Goldman);
2) Approve the appointments of BAML and Goldman to perform the
services of joint bookrunning senior managing underwriters, Barclays as
co-senior managing underwriter, and Academy and Fidelity as co-
managing underwriters in connection with the proposed Interstate 15
Express Lanes Project financing; and
3) Forward to the Commission for final action.
RCTC Budget and Implementation Committee Minutes
March 23, 2015
Page 5
12. COMMISSIONERS / EXECUTIVE DIRECTOR REPORT
Commissioner Jan Harnik announced there was a groundbreaking ceremony for the I-10
Jefferson interchange on March 20.
12A. Anne Mayer announced:
• Commencing on March 23, there will be a 35-day closure of the 14th Street
eastbound on ramp and the University Avenue off ramp on SR-91;
• Also commencing on March 23 is a one-week closure in the city of Perris for the
I-215 Central project on Perris Boulevard between San Jacinto Avenue and Jarvis
Street;
• On March 20, an update on the summary of results for the first round of cap and
trade funding was emailed to all of the Commissioners and an update will be
provided at its April Commission meeting; and
• At its April Commission meeting, the Commission will be approving the
certification of the Mid County Parkway project environmental impact report.
Commissioner Adams expressed Southern California is the target of cap and trade
Northern California is the beneficiary of cap and trade, and it’s the inequity is
overwhelming. The Commission needs to be ahead in order to minimize the damage
cap and trade will have on Southern California and this region.
13. ADJOURNMENT AND NEXT MEETING
There being no further business for consideration by the Budget and Implementation
Committee, the meeting was adjourned at 9:56 a.m. The next meeting of the Budget
and Implementation Committee is scheduled for April 27, 2015, at 9:30 a.m.
Respectfully submitted,
Tara S. Byerly
Deputy Clerk of the Board
AGENDA ITEM 7A
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
DATE: April 27, 2015
TO: Budget and Implementation Committee
FROM: Marla Dye, Procurement Analyst
Matt Wallace, Procurement Manager
THROUGH: Theresia Trevino, Chief Financial Officer
SUBJECT: Single Signature Authority Report
STAFF RECOMMENDATION:
This item is for the Committee to:
1)Receive and file the Single Signature Authority report for the third quarter ended March
31, 2015; and
2)Forward to the Commission for final action.
BACKGROUND INFORMATION:
Certain contracts are executed under single signature authority as permitted in the
Commission’s Procurement Policy Manual adopted in December 2012. The Executive Director
is authorized to sign services contracts that are less than $100,000 individually and in an
aggregate amount not to exceed $1 million in any given fiscal year. Additionally, in accordance
with Public Utilities Code Section 130323(c), the Executive Director is authorized to sign
contracts for supplies, equipment, materials, and construction of all facilities and works under
$50,000 individually.
The attached report details all contracts that have been executed for the third quarter ended
March 31, 2015, under the single signature authority granted to the Executive Director. The
unused capacity of single signature authority for services at March 31, 2015 is $430,705.
Attachment: Single Signature Authority Report as of March 31, 2015
Agenda item 7A
1
CONSULTANT DESCRIPTION OF SERVICES ORIGINAL CONTRACT
AMOUNT
PAID AMOUNT REMAINING
CONTRACT AMOUNT
AMOUNT AVAILABLE July 1, 2014 $1,000,000.00
All Security Services Security Guard Services for Commission Owned Property on the SR- 91
CIP 60,000.00 59,340.00 660.00
The Bank of New York Mellon Trust Amendment for investment transactions related to trustee services for SR-
91 CIP bond proceeds 20,000.00 6,495.00 13,505.00
HDR, Inc.Railroad Coordination Services on SR-91 HOV Project 35,000.00 681.58 34,318.42
All Security Services Security Guard Services for Commission Owned Property on the SR- 91
CIP 20,000.00 19,380.00 620.00
Mathis Consulting Group Management Consulting Services 100,000.00 47,395.50 52,604.50
California Highway Patrol SAFE Call Box Coordinator 7,800.00 0.00 7,800.00
Koff & Associates Compensation, Classification & Benefits Study 65,000.00 2,797.09 62,202.91
All Security Services Security Guard Services for Commission Owned Property on the SR- 91
CIP 70,000.00 69,375.00 625.00
Katherine Padilla & Associates Facilitating an Interactive Session for the Commission Workshop 10,000.00 10,000.00 0.00
Engineering Resources Downtown Riverside Station TMV Relocation Plans and Specifications
Update 77,325.00 0.00 77,325.00
US Bank Custodian Services for the Commission Funds 35,000.00 0.00 35,000.00
Beacon Economics, LLC Benefit Analysis for the I-15 Express Lanes Project 54,000.00 0.00 54,000.00
Allied Barton Security Services Security Guard Services for Commission Owned Property on the SR- 91
CIP 20,000.00 0.00 20,000.00
A&E Sheep Co., Inc Release and Settlement Agreement for the PVL 10,170.00 0.00 10,170.00
Inland Empire Resource Conservation District Deposit Agreement for the SR-91 CIP 5,000.00 0.00 5,000.00
AMOUNT USED 569,295.00
569,295.00
$430,705.00
None N/A -$ -$ -$
Marla Dye Theresia Trevino
Prepared by Reviewed by
AMOUNT USED
SINGLE SIGNATURE AUTHORITY
AS OF MARCH 31, 2015
Note: Shaded area represents new contracts listed in the third quarter.
AMOUNT REMAINING through March 31, 2015
Agreements that fall under Public Utilities Code 130323 (C)
2
AGENDA ITEM 8
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
DATE: April 27, 2015
TO: Budget and Implementation Committee
FROM: Michele Cisneros, Finance Manager/Controller
THROUGH: Theresia Trevino, Chief Financial Officer
SUBJECT: Proposed Budget for Fiscal Year 2015/16
STAFF RECOMMENDATION:
This item is for the Committee to:
1)Discuss, review, and provide guidance on the proposed FY 2015/16 Budget;
2)Open the public hearing in order to receive input and comments on the proposed
FY 2015/16 Budget on May 13 and on June 10, 2015, and thereafter close the public
hearing; and
3)Forward to the Commission for final action.
BACKGROUND INFORMATION:
Staff completed the initial budget preparation process, and attached is an executive summary
for the proposed FY 2015/16 Budget. The policy goals and objectives approved by the
Commission on March 11 were the basis of this budget. The guiding principles and policy goals
and objectives considered during the preparation of the budget relate to mobility initiatives,
goods movement, improved system efficiencies, environmental stewardship, economic
development, intermodalism and accessibility, and public and agency communications, as well
as financial and administration policies.
Staff will present highlights of significant items included in the budget and is seeking review of
and input on the proposed FY 2015/16 Budget. Based on input received from Commissioners,
staff will update the document, as necessary, and present the proposed budget for the opening
of the public hearing and for the Commission’s review on May 13. As a result of input received
from the public and the Commission, staff will make any necessary changes to the budget
document for final review, close of the public hearing, and adoption at its June 10 Commission
meeting.
The executive summary document contains a summary of all departmental budgets and
summarizes the information for the Commission. The department budgets present the goals
and objectives, the resources needed to accomplish the goals, and the appropriations required
to accomplish the tasks. Staff also included the budgets by governmental fund type, as this
table provides a summary of the budgeted revenues and expenditures from a fund perspective.
Agenda Item 8
3
Preliminary funding estimates for transit operating and capital expenditures have been
included in the budget, although the draft Short Range Transit Plans are still under review. An
adjustment for a revised estimate of these transit expenditures may be included in the final
budget document presented in June 2015.
At its June 10 Commission meeting, staff will present the entire budget document with detailed
narratives.
A summary of the proposed FY 2015/16 Budget is as follows:
FY 2015/16 Budget
Revenues and other financing sources:
Sales taxes-Measure A and Local Transportation Funds $ 253,000,000
Reimbursements (federal, state, and other) 100,846,000
Transportation Uniform Mitigation Funds, including
reimbursements
12,053,800
State Transit Assistance 13,372,400
Other revenues 235,000
Interest on investments 2,490,300
Debt proceeds 261,277,900
Transfers in 140,976,800
Total revenues and other financing sources 784,252,200
Expenditures and other financing uses:
Personnel salaries and fringe benefits 9,499,800
Professional services 16,301,000
Support services 7,005,200
Projects and operations 795,109,800
Capital outlay 3,793,500
Debt service (principal and interest) 53,919,900
Transfers out 140,976,800
Total expenditures and other financing uses 1,026,606,000
Excess (deficiency) of revenues and other financing sources over
(under) expenditures and other financing uses
(242,353,800)
Beginning fund balance (projected) 828,225,600
Ending fund balance (projected) $ 585,871,800
Attachment: Executive Summary for the Proposed FY 2015/16 Budget
Agenda Item 8
4
Executive Summary
Introduction
The budget for Fiscal Year (FY) 2015/16 is presented to the Board of Commissioners (Board) and the citizens of
Riverside County. The budget outlines the projects the Commission plans to undertake during the year and
appropriates expenditures to accomplish these tasks. The budget also shows the funding sources and fund
balances that will be used for these projects. This document will serve as the Commission’s monetary guideline. To
provide the reader a better understanding of the projects, staff has included descriptive information regarding
each department and major projects. The discussion in each department includes a review of accomplishments,
major initiatives, and key assumptions.
Staff used the goals and objectives approved at the Commission meeting on March 11, 2015, to prepare this
budget. In addition to the Commission’s guiding principles, long-term goals, and strategic plan, the short-term
factors listed below were used to guide the development of the budget.
Operational
Aggressively pursue completion of the environmental, design, right of way, and construction processes on
the State Route (SR) 91 project (91 Project), Interstate (I) 215 corridor improvement project; I-15 Express
Lanes project; and Perris Valley Line Metrolink extension (Perris Valley Line) included in the Western
Riverside County Delivery Plan.
Enhance corridor mobility and traveler choice by continuing property acquisition and construction on the
SR-91 Project and continuing to develop tolled express lanes on I-15.
Provide leadership in the planning and development of the Coachella Valley/San Gorgonio Pass corridor
rail service.
Work closely with local jurisdictions to administer the Transportation Uniform Mitigation Fee (TUMF)
Regional Arterial Program and facilitate the delivery of eligible arterial improvements in western Riverside
County (Western County).
Work closely with partners in the Coachella Valley to ensure the implementation of Measure A funding
priorities.
Complete projects and programs included in the 1989 Measure A ordinance and determine uses for any
unexpended revenues.
Continue the preliminary engineering and environmental mitigation for the Mid County Parkway and SR-
79 realignment projects.
Work with local and regional agencies in developing resources for preservation and maintenance of the
highways and regional arterials.
Continue active engagement in state and federal efforts to streamline and reform the California
Environmental Quality Act (CEQA) and the National Environmental Policy Act (NEPA).
Consider future rail expansion opportunities including the potential for extension of the Perris Valley Line
to the Hemet/San Jacinto and Temecula areas.
Support innovative programs that provide transit assistance in hard to serve rural areas or for riders with
special transit needs.
Support cost controls and promote operating efficiency for transit operators.
Maintain effective partnerships among commuters, employers, and government to increase the efficiency
of our transportation system by encouraging and promoting motorized and non-motorized transportation
alternatives.
Continue to provide a motorist aid system that ensures safety and convenience to freeway motorists.
Maintain an active involvement in state and federal legislative matters to ensure that the Commission
receives proper consideration for transportation projects and funding.
Explore local options for sustainable funding in addressing long-term transportation and quality-of-life
needs for Riverside County.
Maintain close communication with Commissioners and educate policy makers on all issues of importance
to the Commission.
5
Financial
Fund administrative costs with allocations from Measure A, LTF, FSP, SAFE, and TUMF funds.
Maintain administrative program delivery costs below the policy threshold of 4% of Measure A revenues;
the FY 2015/16 Management Services budget is 3% of Measure A revenues.
Maintain administrative salaries and benefits at less than 1% of Measure A revenues; the FY 2015/16
administrative salaries and benefits is .99% of Measure A revenues.
Continue to maintain prudent cash reserves to provide some level of insulation for unplanned
expenditures.
Maintain current strong bond ratings with rating agencies.
Move forward on Measure A projects for highways and regional arterials using sales tax revenues, TUMF
revenues, and state and federal funding as well as financing alternatives such as commercial paper, sales
tax revenue bonds, toll revenue bonds, and federal loans.
Establish and maintain reserves for toll operations, capital improvements, and debt service in accordance
with toll supported debt agreements.
Conduct enhanced outreach to businesses and contractors located in Riverside County regarding
opportunities to provide competitive and qualified goods and/or services to the Commission.
Leverage and protect past Measure A investments in rail with state and federal funding for additional rail
improvements, including the Perris Valley Line.
Maintain the enterprise resource planning (ERP) system to integrate project accounting needs and
improve accounting efficiency.
Budget Overview
Total sources (Table 1) are budgeted at $784,252,200 which is an increase of less than 1% over FY 2014/15
projected sources and a 33% decrease over the FY 2014/15 revised budget. Total sources are comprised of
revenues of $381,997,500, transfers in of $140,976,800, and debt proceeds of $261,277,900. The projected fund
balance at June 30, 2015 available for expenditures (excluding reserves for debt service of $112,811,300 and
advances receivable of $32,014,100) is $683,400,200. Accordingly, total funding available for the FY 2015/16
budget totals $1,467,652,400.
Table 1 – Sources FY 2014-2016
FY 13/14 FY 14/15 FY 14/15 FY 15/16 Dollar Percent
Actual Revised Budget Projected Budget Change Change
Measure A Sales Tax 156,355,800$ 167,000,000$ 167,000,000$ 170,000,000$ 3,000,000$ 2%
LTF Sales Tax 77,544,200 81,500,000 81,500,000 83,000,000 1,500,000 2%
STA Sales Tax 14,409,400 12,944,700 12,944,700 13,372,400 427,700 3%
Intergovernmental 122,486,700 182,176,300 133,063,800 100,846,000 (81,330,300) -45%
TUMF Revenue 11,284,400 12,154,600 12,042,700 12,053,800 (100,800) -1%
Other Revenue 1,282,500 714,100 221,200 235,000 (479,100) -67%
Investment Income 9,979,900 2,450,900 4,138,000 2,490,300 39,400 2%
Transfers In 481,987,700 526,661,100 254,035,100 140,976,800 (385,684,300) -73%
Debt Proceeds 636,421,300 191,600,000 116,059,000 261,277,900 69,677,900 36%
TOTAL Sources 1,511,751,900$ 1,177,201,700$ 781,004,500$ 784,252,200$ (392,949,500)$ -33%
Riverside County has specific competitive advantages over nearby coastal counties (Los Angeles, Orange and San
Diego) including housing that was (and remains) more available and affordable and plentiful commercial real estate
and land available for development at lower costs. Prior to the national recession, Riverside County’s economy
thrived, reflecting the area’s competitive advantages over its neighboring counties, largely as a result of the
County’s continuing ability to draw jobs, residents, and affordable housing away from the Los Angeles, Orange, and
San Diego county areas. As a result, the County’s employment and commercial base diversified and the County’s
share of the regional economy increased.
During the nationwide recession, the County experienced high unemployment; reduced personal income, taxable
sales, and residential building permits; a decrease in the rate of home sales and the median price of single-family
residences; and high rates of notices of default on mortgage loans secured by single-family residences. The impact
of the recession was amplified in the Inland Empire (i.e., Riverside and San Bernardino counties) due to its
relatively greater growth and the relatively lower average income levels when compared to coastal areas. These
6
factors resulted in fluctuating Measure A and LTF sales tax revenues and TUMF fees; however, as noted on Chart 1
the sales tax revenues have stabilized following the recession.
Chart 1 – Commission Sources Trend
$0
$100,000,000
$200,000,000
$300,000,000
$400,000,000
$500,000,000
$600,000,000
$700,000,000
FY 11/12 FY 12/13 FY 13/14 FY 14/15 FY 15/16
Measure A Sales Tax
LTF Sales Tax
STA Sales Tax
TUMF
Federal, State, Local Revenues
Transfers In
Debt Proceeds
While recovery from the nationwide recession in the local Inland Empire economy has lagged the nation and other
areas of California, the local economy is experiencing significant improvement. Sales tax revenues have rebounded
from the recent economic downturn’s low point in 2010. The Commission’s Measure A and LTF sales tax revenues
for FY 2014/15 are projected to exceed their highest annual level that was reached in FY 2005/06. The
Commission’s economic outlook for FY 2015/16 continues to be cautiously optimistic; however, the state and
federal budget issues continue to affect funding of th e Commission’s capital projects and programs. Ongoing
problems with funding of the Federal Highway Trust Fund could cause delays in receipt of federal funding. Should
Measure A and LTF sales tax revenues fluctuate and the availability of federal and state revenues continue to be
uncertain, the timing and scope of the Commission’s projects and programs may be impacted.
While the Commission’s primary revenues are the Measure A and LTF sales taxes, other revenues and financing
sources are required to fund the Commission’s programs and projects as illustrated in Chart 2.
Chart 2 – Sources: Major Categories
Measure A
Sales Tax
21%
LTF Sales Tax
11%
STA Sales Tax
2%
Intergovernmental
13%
TUMF Revenue
2%
Other Revenue
0%
Investment Income
0%
Transfers In
18%
Debt Proceeds
33%
The State Board of Equalization (SBOE) recently provided to cities and other agencies its projections that statewide
taxable sales over the next fiscal year will increase 5.7%. However, given the tenuous local economy, the
7
Commission is not basing its estimate of revenues solely on the SBOE’s projection and will continue its conservative
projection practices. After taking the state of the local economy and recent revenue trends into consideration, staff
projects Measure A sales tax revenues of $170,000,000 for FY 2015/16. This is a 2% increase from the FY 2014/15
revised projection of $167,000,000. At midyear the Commission will reassess sales tax revenue projections based
on the economy and revenue trends.
On behalf of the County, the Commission administers the LTF for public transportation needs, local streets and
roads, and bicycle and pedestrian facilities. The majority of LTF funding received by the County and available for
allocation is distributed to all public transit operators in the County, and the Commission receives allocations for
administration, planning, and programming in addition to funding for Western County rail operations included in
the commuter rail Short Range Transit Plan (SRTP). The LTF sales tax revenue received from the State is budgeted
at $83,000,000; an increase of 2% from the FY 2014/15 revised projection of $81,500,000.
STA funds generated from the statewide sales tax on motor vehicle fuel are allocated by formula by the State
Controller to the Commission for allocations to the County’s public transit operators. The STA transit allocation ,
which is based on recent State estimates, for FY 2015/16 is $13,372,400.
Intergovernmental revenues include reimbursement revenues from federal sources of $46,890,300, state sources
of $49,500,500, and local agencies of $4,455,200 for highway and rail capital projects, rail operations and station
maintenance, commuter assistance, and motorist assistance programs as well as planning and programming
activities. The significant decrease of 45% in FY 2015/16 compared to the FY 2014/15 revised budget is due to near
completion of several projects including the Perris Valley Line and I-215 corridor improvement projects.
Reimbursement revenues vary from year to year depending on project activities and funding levels.
As a result of an amended Memorandum of Understanding (MOU) with the Western Riverside Council of
Governments (WRCOG), the Commission will receive 48.7% of TUMF revenues (as updated by the most recent
Nexus study). TUMF represents fees assessed on new residential and commercial development in Western County.
FY 2015/16 TUMF fees are projected at $12,000,000 and are comparable to the FY 2014/15 revised projection of
$12,000,000 and reflect the slow but encouraging signs in the housing market in the Inland Empire. Additional
TUMF zone reimbursements of $53,800 are expected for the 74/215 interchange project.
Other revenue of $235,000 is projected to decrease 67% from the prior year’s budget of $714,100 and is related to
property management revenues from properties acquired in connection with the SR-91 Project.
Investment income in FY2015/16 is anticipated to remain flat compared to the FY 2014/15 budget. Staff continues
to actively manage its resources and make appropriate investments to maximize the return to the Commission
without sacrificing security and affecting short-term cash requirements.
Transfers in of $140,976,800 relate primarily to the transfer of available debt proceeds for highway projects; LTF
funding for general administration, planning and programming, rail operations and station maintenance, and grade
separation project allocations; approved interfund allocations for specific projects; and debt service requirements
from highway, regional arterial, and local streets and roads projects. Debt proceeds consist of draw downs of
$261,277,900 from the federal Transportation Infrastructure Finance and Innovation Act (TIFIA) loan related to the
91 Project.
Total uses (Table 2), including transfers out of $140,976,800, are budgeted at $1,026,606,000, a decrease of 34%
from the prior year budget amount of $1,560,710,300. Program expenditures and transfers out totaling
$954,664,600 represent 93% of total budgeted uses in FY 2015/16. Program costs have decreased by 36% from
$1,491,631,200 in FY 2014/15 due to significant completion of several projects identified below.
8
Table 2 – Uses FY 2014-2016
FY 13/14 FY 14/15 FY 14/15 FY 15/16 Dollar Percent
Actual Revised Budget Projected Budget Change Change
Capital Highway, Rail, and Regional Arterials 849,155,400$ 1,271,944,900$ 741,766,700$ 730,115,000$ (541,829,900)$ -43%
Capital Local Streets and Roads 46,677,100 49,882,000 49,882,000 50,679,000 797,000 2%
Commuter Assistance 3,236,900 3,455,400 3,665,400 3,846,800 391,400 11%
Debt Service 120,007,300 54,696,200 54,696,200 53,919,900 (776,300) -1%
Management Services 11,998,500 14,382,900 13,415,300 18,021,500 3,638,600 25%
Motorist Assistance 4,753,300 5,583,800 5,338,100 6,476,900 893,100 16%
Planning and Programming 2,548,100 6,380,800 4,275,200 6,614,400 233,600 4%
Public and Specialized Transit 92,910,200 136,381,700 96,351,600 130,614,500 (5,767,200) -4%
Rail Maintenance and Operations 11,937,500 18,002,600 14,864,800 26,318,000 8,315,400 46%
TOTAL Uses 1,143,224,300$ 1,560,710,300$ 984,255,300$ 1,026,606,000$ (534,104,300)$ -34%
Note: Management Services includes Executive Management, Administration, Legislative Affairs and Communications, and Finance.
Capital highway, rail, and regional arterials budgeted uses of $730,115,000 are 43% lower compared to the FY
2014/15 budget due to decreased operating transfers out of debt proceeds from capital projects funds to special
revenue funds to finance 2009 Measure A Western County highway projects costs and significant completion of the
60/215 East Junction high occupancy vehicle (HOV) lane connectors, SR-74 curve widening project, I-215 corridor
improvement project, and Perris Valley Line project.
Local streets and roads expenditures of $50,679,000 reflect an increase of 2% over the FY 2014/15 budget and
represent the disbursements to local jurisdictions for the construction, repair, and maintenance of local streets and
roads.
Debt Service of $53,919,900 has decreased 1% and is comparable to the FY 2014/15 revised budget.
Commuter Assistance budgeted expenditures of $3,846,800 are 11% higher than FY 2014/15 budget due to
increased expenditures related to new program administration and management structure, rideshare
enhancements, and special incentive projects. Management Services expenditures have increased 25% or
$3,638,600 from the FY 2014/15 budget due to information technology equipment upgrades, preparation for toll
operations, and administration support. Motorist Assistance expenditures have increased 16% or $893,100 from
the FY 2014/15 budget as a result of call box hardware upgrades and increased FSP construction service. Planning
and Programming budgeted expenditures of $6,614,400 reflect a 4% increase from the FY 2014/15 budget due to
increased projects and operations activities in connection with LTF disbursements for planning and programming
and grade separation projects. Public and Specialized Transit budgeted expenditures of $130,614,500 are 4% lower
than FY 2014/15 budget due to decreased transit capital expenditures for public transit. The 46% increase in Rail
Maintenance and Operation’s budgeted expenditures of $26,318,000 is primarily due to commencement of Perris
Valley Line operations and additional consultant work needed to perform planning and modeling for rail projects
including the Coachella Valley/San Gorgonio Pass corridor rail service.
Total uses included in the FY 2015/16 budget by major categories are illustrated in Chart 3.
9
Chart 3 – Uses: Major Categories
Capital Highway, Rail, and
Regional Arterials
71%
Capital Local Streets
and Roads
5%
Commuter
Assistance
0%
Debt Service
5%
Management
Services
2%
Motorist
Assistance
1%
Planning and
Programming
1%
Public and
Specialized Transit
13%
Rail Maintenance
and Operations
2%
Commission Personnel
The Commission’s salary and benefits total $9,499,800 for FY 2015/16. This represents an increase of $1,169,500 or
14% over the FY 2014/15 revised budget of $8,330,300 (Chart 4). The increase relates to a 2% cost of living
adjustment to offset the employees’ contribution for their share of normal pension costs; a 4% pool for merit-
based salary increases; an increase in the California Public Employees’ Retirement System (CalPERS) employer
contribution rate and dental, vision, and workers’ compensation premiums; and an increase of three full-time
equivalents (FTE) to include a new Toll Senior Staff Analyst, Toll Technology Manager, and Toll Operations Manager
in preparation for toll operations that will commence in 2017.
The Commission’s salary schedule for FY 2015/16 is included in Appendix B and complies with Government Code
§20636 “Compensation Earnable” and California Code of Register §570.5, “Requirements for a Publicly Available
Pay Schedule”.
Beginning with FY 2013/14, the Commission implemented a phased approach over a three-year period requiring
employees to pay their share of normal pension costs. The previous employer-paid member contribution by the
Commission has been eliminated in FY 2015/16.
Chart 4 – Salary and Benefits Costs: Five-Year Comparison
$-
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
$6,000,000
$7,000,000
$8,000,000
$9,000,000
$10,000,000
FY 11/12 FY 12/13 FY 13/14 FY 14/15 FY 15/16
The FY 2015/16 FTE of 49 positions is higher compared to the FY 2014/15 level of 46 FTE (Table 3) as the
Commission prepares for significant organization changes that include large transportation capital projects
resulting in toll operations and the investment of billions of dollars requiring substantial attention at many staff
levels. Management continues to be firmly committed to the intent of the Commission’s enabling legislation that
10
called for a small staff. Staff will continue to be provided the tools needed to ensure an efficient and productive
work environment. However, it must be recognized that small is not viewed in an absolute context; it is relative to
the required tasks to be performed and the demands to be met.
Table 3 – Full-Time Equivalents by Department FY 2014—2016
FY 13/14 FY 14/15 FY 15/16
Executive Management 0.4 0.4 0.4
Administration 5.2 5.2 5.0
Legislative Affairs and Communications 2.2 2.2 2.3
Finance 7.1 7.0 7.4
Planning and Programming 5.9 5.1 5.6
Rail Maintenance and Operations 3.1 3.9 4.0
Public and Specialized Transit 2.4 2.4 2.2
Commuter Assistance 1.7 1.6 1.9
Motorist Assistance 0.9 1.2 1.0
Capital Project Development and Delivery 15.1 17.0 19.2
TOTAL 44.0 46.0 49.0
The Commission provides a comprehensive package of benefits to all permanent, salaried employees. The package
includes: health, dental, vision, and life insurance, short and long-term disability, workers’ compensation, tuition
assistance, sick and vacation leave, retirement benefits in the form of participation in CalPERS, postretirement
health care, deferred compensation, and employee assistance program. The compensation components are shown
in Chart 5.
Chart 5 – Personnel Salary and Benefits
Salary
64%
Retirement
17%
Health
12%
Other Fringes
7%
Department Initiatives
The preparation of each department’s budget was based on key assumptions, accomplishments in FY 20 14/15,
major initiatives for FY 2015/16, and department goals and related objectives. Following are the key initiatives and
summary of expenditures for each department (Tables 4 through 13).
Executive Management
Continue project development and delivery as the key Measure A priority.
Continue construction on Riverside County’s largest transportation project, the 91 Project.
Complete preliminary engineering on the I-15 Express Lanes project.
Advance public transit with the completion of the Perris Valley Line.
11
�� C o n t i n u e p l a n n i n g e f f o r t s t o a d v a n c e p a s s e n g e r r a i l s e r v i c e i n t h e C o a c h e l l a V a l l e y / S a n G o r g o n i o P a s s c o r r i d o r .
�� A d v o c a t e f o r s t a t e i n v e s t m e n t s i n t r a n s p o r t a t i o n a n d a p p r o v a l o f a f e d e r a l t r a n s p o r t a t i o n b i l l t o f u n d n e e d e d
t r a n s p o r t a t i o n p r i o r i t i e s i n t h e C o u n t y a n d s t i m u l a t e t h e l o c a l e c o n o m y .
�� I n i t i a t e a R i v e r s i d e C o u n t y T r a n s p o r t a t i o n P l a n f o r u s e i n e s t a b l i s h i n g i n t e g r a t e d t r a n s p o r t a t i o n v i s i o n s a n d
p r i o r i t i e s .
�� M a i n t a i n r e g i o n a l c o o p e r a t i o n a n d c o l l a b o r a t i o n a s a s i g n i f i c a n t e f f o r t c o n s i s t e n t w i t h t h e p h i l o s o p h y a n d
m i s s i o n o f t h e C o m m i s s i o n .
�� E n h a n c e e x t e r n a l c o m m u n i c a t i o n s w i t h m e d i a , b u s i n e s s a n d c i v i c g r o u p s , a n d t h e c o m m u n i t y .
�� M a i n t a i n a n e f f e c t i v e m i d - s i z e d t r a n s p o r t a t i o n a g e n c y w i t h a s m a l l a n d d e d i c a t e d s t a f f .
T a b l e 4 E x e c u t i v e M a n a g e m e n t
F Y 1 3 / 1 4 F Y 1 4 / 1 5 F Y 1 4 / 1 5 F Y 1 5 / 1 6 D o l l a r P e r c e n t
A c t u a l R e v i s e d B u d g e t P r o j e c t e d B u d g e t C h a n g e C h a n g e
P e r s o n n e l 1 4 5 , 6 0 0 $ 1 3 9 , 6 0 0 $ 1 3 9 , 1 0 0 $ 9 5 , 4 0 0 $ ( 4 4 , 2 0 0 ) $ - 3 2 %
P r o f e s s i o n a l 1 1 7 , 1 0 0 2 6 2 , 5 0 0 3 1 1 , 3 0 0 3 6 0 , 0 0 0 9 7 , 5 0 0 3 7 %
S u p p o r t 4 2 , 6 0 0 7 2 , 5 0 0 7 3 , 0 0 0 8 7 , 1 0 0 1 4 , 6 0 0 2 0 %
T O T A L 3 0 5 , 3 0 0 $ 4 7 4 , 6 0 0 $ 5 2 3 , 4 0 0 $ 5 4 2 , 5 0 0 $ 6 7 , 9 0 0 $ 1 4 %
A d m i n i s t r a t i o n
�� P r o v i d e h i g h q u a l i t y s u p p o r t s e r v i c e s t o t h e C o m m i s s i o n a n d t o i n t e r n a l a n d e x t e r n a l c u s t o m e r s .
�� C o n t i n u e t o e n h a n c e t h e e l e c t r o n i c r e c o r d s m a n a g e m e n t s y s t e m .
�� C o n t i n u e t o p r o v i d e t i m e l y c o m m u n i c a t i o n s t o C o m m i s s i o n e r s w i t h c o n t i n u e d e m p h a s i s o n t h e u t i l i z a t i o n o f
e l e c t r o n i c m a i l .
�� C o n t i n u e t o u p d a t e t e c h n o l o g y t o s t r e a m l i n e p r o c e s s e s a n d p r o v i d e e a s i e r a c c e s s t o C o m m i s s i o n r e c o r d s .
�� S u p p o r t a n d d e v e l o p a m o t i v a t e d w o r k f o r c e w i t h a f r a m e w o r k o f a c t i v i t i e s a n d p r a c t i c e s t h a t c o m p l y w i t h
e m p l o y m e n t l a w s a n d r e g u l a t i o n s .
T a b l e 5 A d m i n i s t r a t i o n
F Y 1 3 / 1 4 F Y 1 4 / 1 5 F Y 1 4 / 1 5 F Y 1 5 / 1 6 D o l l a r P e r c e n t
A c t u a l R e v i s e d B u d g e t P r o j e c t e d B u d g e t C h a n g e C h a n g e
P e r s o n n e l 5 7 3 , 4 0 0 $ 6 0 6 , 6 0 0 $ 5 2 8 , 9 0 0 $ 6 1 7 , 6 0 0 $ 1 1 , 0 0 0 $ 2 %
P r o f e s s i o n a l 1 4 8 , 9 0 0 3 6 3 , 0 0 0 2 8 6 , 0 0 0 4 4 8 , 5 0 0 8 5 , 5 0 0 2 4 %
S u p p o r t 5 9 9 , 1 0 0 7 4 9 , 9 0 0 7 4 1 , 9 0 0 7 4 6 , 7 0 0 ( 3 , 2 0 0 ) 0 %
C a p i t a l O u t l a y 1 9 , 2 0 0 5 8 5 , 0 0 0 4 3 5 , 0 0 0 1 7 5 , 0 0 0 ( 4 1 0 , 0 0 0 ) - 7 0 %
D e b t S e r v i c e 2 2 , 9 0 0 - - - - N / A
T O T A L 1 , 3 6 3 , 5 0 0 $ 2 , 3 0 4 , 5 0 0 $ 1 , 9 9 1 , 8 0 0 $ 1 , 9 8 7 , 8 0 0 $ ( 3 1 6 , 7 0 0 ) $ - 1 4 %
L e g i s l a t i v e A f f a i r s a n d C o m m u n i c a t i o n s
�� C o n t i n u e e f f o r t s t o p r o t e c t a n d s e e k g r e a t e r s t a t e a n d f e d e r a l i n v e s t m e n t i n t r a n s p o r t a t i o n i n f r a s t r u c t u r e a n d
g o o d s m o v e m e n t .
�� D e v e l o p e f f e c t i v e p a r t n e r s h i p s w i t h t r a n s p o r t a t i o n p r o v i d e r s t o c o m m u n i c a t e a u n i f i e d m e s s a g e t o C o n g r e s s
r e g a r d i n g m o b i l i t y n e e d s .
�� A d v o c a t e p o s i t i o n s i n t h e S t a t e L e g i s l a t u r e a n d i n C o n g r e s s t h a t a d v a n c e t h e C o u n t y s t r a n s p o r t a t i o n i n t e r e s t s .
�� C o n t i n u e a l e a d e r s h i p r o l e i n f o r m u l a t i n g a c o u n t y w i d e d i r e c t i o n o n f e d e r a l t r a n s p o r t a t i o n p o l i c i e s .
�� T a k e a l e a d e r s h i p r o l e o n t h e m o d e r n i z a t i o n o f C E Q A .
�� E n g a g e i n e s s e n t i a l l e g i s l a t i v e n e g o t i a t i o n s t o s t a b i l i z e a n d i n c r e a s e t r a n s p o r t a t i o n f u n d i n g .
�� S e e k a n a c t i v e r o l e i n e n s u r i n g t h e d e v e l o p m e n t o f a r o a d c h a r g e p i l o t p r o g r a m a d d r e s s i n g t h e n e e d s a n d
c o n c e r n s o f R i v e r s i d e C o u n t y r e s i d e n t s a n d b u s i n e s s e s .
�� C o o r d i n a t e w i t h S e l f - H e l p C o u n t i e s C o a l i t i o n o n l e g i s l a t i o n t h a t w o u l d s t r e a m l i n e s t a t e w i d e t o l l i n g p o l i c y .
�� C o n t i n u e t o d e v e l o p a b r o a d p u b l i c i n f o r m a t i o n p r o g r a m r e g a r d i n g t h e C o m m i s s i o n s r e s p o n s i b i l i t i e s a n d
a c c o m p l i s h m e n t s t h r o u g h a v a r i e t y o f m e d i a f o r m a t s a n d p r e s e n t a t i o n o p p o r t u n i t i e s i n c l u d i n g e x p a n d i n g t h e
u s e o f s o c i a l m e d i a a n d o t h e r e m e r g i n g t e c h n o l o g i e s .
�� C o n t i n u e t o p l a c e a n e m p h a s i s o n p r o v i d i n g p r o a c t i v e p u b l i c c o m m u n i c a t i o n s s u p p o r t r e l a t e d t o m a j o r p r o j e c t
d e v e l o p m e n t e f f o r t s .
�� C o n d u c t a c o n c e r t e d o u t r e a c h e f f o r t t o n e w f e d e r a l a n d s t a t e r e p r e s e n t a t i v e s o n l o c a l t r a n s p o r t a t i o n i s s u e s .
1 2
�� P r o v i d e n e w C o m m i s s i o n e r - o r i e n t a t i o n m e e t i n g s a n d o t h e r c o n t i n u i n g e d u c a t i o n o p p o r t u n i t i e s f o r
C o m m i s s i o n e r s .
T a b l e 6 L e g i s l a t i v e A f f a i r s a n d C o m m u n i c a t i o n s
F Y 1 3 / 1 4 F Y 1 4 / 1 5 F Y 1 4 / 1 5 F Y 1 5 / 1 6 D o l l a r P e r c e n t
A c t u a l R e v i s e d B u d g e t P r o j e c t e d B u d g e t C h a n g e C h a n g e
P e r s o n n e l 4 1 8 , 8 0 0 $ 5 1 0 , 7 0 0 $ 3 8 8 , 3 0 0 $ 6 0 0 , 5 0 0 $ 8 9 , 8 0 0 $ 1 8 %
P r o f e s s i o n a l 3 5 1 , 9 0 0 5 2 3 , 2 0 0 5 0 7 , 0 0 0 7 2 8 , 2 0 0 2 0 5 , 0 0 0 3 9 %
S u p p o r t 1 4 6 , 5 0 0 1 5 5 , 5 0 0 7 9 , 5 0 0 1 8 7 , 7 0 0 3 2 , 2 0 0 2 1 %
T O T A L 9 1 7 , 2 0 0 $ 1 , 1 8 9 , 4 0 0 $ 9 7 4 , 8 0 0 $ 1 , 5 1 6 , 4 0 0 $ 3 2 7 , 0 0 0 $ 2 7 %
F i n a n c e
�� C o n t i n u e a p p r o p r i a t e u s e s o f l o n g - a n d s h o r t - t e r m f i n a n c i n g t o a d v a n c e 2 0 0 9 M e a s u r e A p r o j e c t s o f t h e
C o m m i s s i o n a n d 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 ) .
�� A p p l y t h e s a l e s t a x r e v e n u e f o r e c a s t u p d a t e t o u p d a t e a f i n a n c i n g p l a n t o s u p p o r t t h e W e s t e r n R i v e r s i d e
C o u n t y D e l i v e r y P l a n a n d C V A G h i g h w a y a n d r e g i o n a l a r t e r i a l p r o j e c t s .
�� C o n t i n u e t o k e e p a b r e a s t o f 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 ) t e c h n i c a l a c t i v i t i e s a f f e c t i n g
t h e C o m m i s s i o n s a c c o u n t i n g a n d f i n a n c i a l r e p o r t i n g a c t i v i t i e s a n d i m p l e m e n t n e w p r o n o u n c e m e n t s .
�� C o n t i n u e t o s t r e n g t h e n t h e E R P s y s t e m t o b e n e f i t a l l s t a f f i n t h e m a n a g e m e n t o f a c c o u n t i n g a n d p r o j e c t
i n f o r m a t i o n a n d a u t o m a t i o n o f a p a p e r l e s s w o r k f l o w s y s t e m .
�� M a n a g e a c e n t r a l i z e d p r o c u r e m e n t s p r o c e s s i n o r d e r t o s t r e n g t h e n c o n t r o l s a n d e n s u r e c o n s i s t e n c y i n t h e
a p p l i c a t i o n o f 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 a n d a d h e r e n c e t o 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 .
�� C o n d u c t o u t r e a c h a c t i v i t i e s t o e n c o u r a g 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 ) a n d s m a l l b u s i n e s s
e n t e r p r i s e ( S B E ) p a r t i c i p a t i o n i n v a r i o u s c o n t r a c t s .
T a b l e 7 F i n a n c e
F Y 1 3 / 1 4 F Y 1 4 / 1 5 F Y 1 4 / 1 5 F Y 1 5 / 1 6 D o l l a r P e r c e n t
A c t u a l R e v i s e d B u d g e t P r o j e c t e d B u d g e t C h a n g e C h a n g e
P e r s o n n e l 8 8 7 , 3 0 0 $ 9 2 1 , 4 0 0 $ 9 2 6 , 3 0 0 $ 1 , 0 7 7 , 9 0 0 $ 1 5 6 , 5 0 0 $ 1 7 %
P r o f e s s i o n a l 2 , 9 5 0 , 1 0 0 3 , 3 4 3 , 5 0 0 3 , 0 1 9 , 0 0 0 2 , 6 4 8 , 3 0 0 ( 6 9 5 , 2 0 0 ) - 2 1 %
S u p p o r t 5 9 8 , 0 0 0 1 , 0 7 6 , 8 0 0 9 5 5 , 0 0 0 1 , 1 9 0 , 7 0 0 1 1 3 , 9 0 0 1 1 %
C a p i t a l O u t l a y - 2 5 , 0 0 0 2 5 , 0 0 0 5 0 , 0 0 0 2 5 , 0 0 0 1 0 0 %
T r a n s f e r s O u t 5 , 0 0 0 , 0 0 0 5 , 0 4 7 , 7 0 0 5 , 0 0 0 , 0 0 0 9 , 0 0 7 , 9 0 0 3 , 9 6 0 , 2 0 0 7 8 %
T O T A L 9 , 4 3 5 , 4 0 0 $ 1 0 , 4 1 4 , 4 0 0 $ 9 , 9 2 5 , 3 0 0 $ 1 3 , 9 7 4 , 8 0 0 $ 3 , 5 6 0 , 4 0 0 $ 3 4 %
P l a n n i n g a n d P r o g r a m m i n g
�� M o n i t o r f u n d i n g a u t h o r i t y a n d r e s p o n s i b i l i t y r e l a t e d t o t h e S t a t e T r a n s p o r t a t i o n I m p r o v e m e n t P r o g r a m ( S T I P )
a n d i m p a c t s o n t h e S T I P c a u s e d b y t h e s t a t e b u d g e t i s s u e s .
�� E n s u r e S T I P a n d P r o p o s i t i o n 1 B f u n d e d p r o j e c t s a r e a d m i n i s t e r e d a n d i m p l e m e n t e d c o n s i s t e n t w i t h C a l i f o r n i a
T r a n s p o r t a t i o n C o m m i s s i o n ( C T C ) a n d C a l i f o r n i a D e p a r t m e n t o f T r a n s p o r t a t i o n ( C a l t r a n s ) p o l i c i e s .
�� C o n t i n u e t o s t r a t e g i c a l l y p r o g r a m p r o j e c t s a n d o b l i g a t e f u n d s i n a n e x p e d i t i o u s m a n n e r f o r t h e m a x i m u m u s e
o f a l l a v a i l a b l e f u n d i n g , i n c l u d i n g m o n i t o r i n g t h e u s e o f s u c h f u n d i n g t o p r e v e n t f u n d s f r o m l a p s i n g .
�� F o c u s o n i n t e r r e g i o n a l c o n c e r n s a n d m a i n t a i n e f f e c t i v e w o r k i n g r e l a t i o n s h i p s i n v o l v i n g v a r i o u s m u l t i - c o u n t y
t r a n s p o r t a t i o n i s s u e s , i n c l u d i n g g o o d s m o v e m e n t .
�� C o o r d i n a t e p l a n n i n g e f f o r t s w i t h r e g i o n a l a n d l o c a l a g e n c i e s r e l a t i n g t o t h e d e v e l o p m e n t o f 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 s ( R T P ) a n d g r e e n h o u s e g a s r e d u c t i o n i m p l e m e n t a t i o n g u i d e l i n e s .
�� S e c u r e f u n d i n g t h r o u g h t h e f e d e r a l t r a n s p o r t a t i o n b i l l f o r g o o d s m o v e m e n t - r e l a t e d n e e d s .
�� M o n i t o r a n d t r a c k t h e T U M F r e g i o n a l a r t e r i a l p r o j e c t s .
�� W o r k c o o p e r a t i v e l y w i t h m e m b e r a g e n c i e s t o c o n t i n u e t h e w o r k e f f o r t s o n t h e n e w C o m m u n i t y E n v i r o n m e n t a l
T r a n s p o r t a t i o n A c c e p t a b i l i t y P r o c e s s ( C E T A P ) c o r r i d o r s .
�� C o n t i n u e t h e C o n g e s t i o n M a n a g e m e n t P r o g r a m ( C M P ) u p d a t e a n d t r a f f i c m o n i t o r i n g a l o n g u r b a n a n d r u r a l
h i g h w a y s y s t e m s .
�� P a r t i c i p a t e i n t h e d e v e l o p m e n t o f t h e A c t i v e T r a n s p o r t a t i o n P r o g r a m ( A T P ) g u i d e l i n e s t o r e p r e s e n t t h e
C o u n t y s b e s t i n t e r e s t i n p r o g r a m f u n d i n g .
�� A d m i n i s t e r t h e 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 ) .
1 3
�� M o n i t o r t h e P o r t o f L o s A n g e l e s a n d P o r t o f L o n g B e a c h s ( P o r t s ) p r o j e c t s f o r i m p a c t s o n R i v e r s i d e C o u n t y .
T a b l e 8 P l a n n i n g a n d P r o g r a m m i n g
F Y 1 3 / 1 4 F Y 1 4 / 1 5 F Y 1 4 / 1 5 F Y 1 5 / 1 6 D o l l a r P e r c e n t
A c t u a l R e v i s e d B u d g e t P r o j e c t e d B u d g e t C h a n g e C h a n g e
P e r s o n n e l 8 6 4 , 4 0 0 $ 9 8 3 , 7 0 0 $ 9 2 2 , 4 0 0 $ 1 , 1 1 4 , 1 0 0 $ 1 3 0 , 4 0 0 $ 1 3 %
P r o f e s s i o n a l 2 5 8 , 7 0 0 3 5 4 , 0 0 0 2 7 5 , 0 0 0 1 6 8 , 0 0 0 ( 1 8 6 , 0 0 0 ) - 5 3 %
S u p p o r t 1 6 , 6 0 0 2 0 , 6 0 0 1 7 , 1 0 0 2 3 , 3 0 0 2 , 7 0 0 1 3 %
P r o j e c t s a n d O p e r a t i o n s 1 , 4 0 8 , 4 0 0 4 , 5 2 2 , 5 0 0 2 , 8 6 0 , 7 0 0 5 , 2 5 9 , 0 0 0 7 3 6 , 5 0 0 1 6 %
T r a n s f e r s O u t - 5 0 0 , 0 0 0 2 0 0 , 0 0 0 5 0 , 0 0 0 ( 4 5 0 , 0 0 0 ) - 9 0 %
T O T A L 2 , 5 4 8 , 1 0 0 $ 6 , 3 8 0 , 8 0 0 $ 4 , 2 7 5 , 2 0 0 $ 6 , 6 1 4 , 4 0 0 $ 2 3 3 , 6 0 0 $ 4 %
R a i l M a i n t e n a n c e a n d O p e r a t i o n s
�� A s a m e m b e r o f t h e S o u t h e r n C a l i f o r n i a R e g i o n a l R a i l A u t h o r i t y ( S C R R A ) , c o n t i n u e a c t i v e p a r t i c i p a t i o n i n t h e
g o v e r n a n c e a n d o p e r a t i o n s o f t h e M e t r o l i n k c o m m u t e r r a i l s y s t e m .
�� C o n t i n u e t h e p l a n n i n g a n d i m p l e m e n t a t i o n o f c a p i t a l i m p r o v e m e n t s a t t h e c o m m u t e r r a i l s t a t i o n s i n R i v e r s i d e
C o u n t y , i n c l u d i n g t h e P e r r i s V a l l e y L i n e , s e c u r i t y a n d r e h a b i l i t a t i o n p r o j e c t s , a n d p a r k i n g r e q u i r e m e n t s .
�� C o n t i n u e t o s u p p o r t a c t i v i t i e s r e l a t e d t o t h e P e r r i s V a l l e y L i n e p r o j e c t a n d e v a l u a t e i t s o p e r a t i o n a l i m p a c t .
�� E s t a b l i s h b e s t a p p r o a c h t o b u i l d , m a i n t a i n , a n d o p e r a t e c o s t e f f e c t i v e a n d e n v i r o n m e n t a l l y s u s t a i n a b l e
f a c i l i t i e s t h a t m e e t t h e p u b l i c s t r a n s p o r t a t i o n n e e d s .
�� L e a d t h e s e r v i c e d e v e l o p m e n t p r o c e s s a n d a c t i v e l y c o o r d i n a t e w i t h a l l s t a k e h o l d e r s a l o n g t h e C o a c h e l l a
V a l l e y / S a n G o r g o n i o P a s s c o r r i d o r f o r i n t e r c i t y p a s s e n g e r r a i l s e r v i c e .
T a b l e 9 R a i l M a i n t e n a n c e a n d O p e r a t i o n s
F Y 1 3 / 1 4 F Y 1 4 / 1 5 F Y 1 4 / 1 5 F Y 1 5 / 1 6 D o l l a r P e r c e n t
A c t u a l R e v i s e d B u d g e t P r o j e c t e d B u d g e t C h a n g e C h a n g e
P e r s o n n e l 5 0 0 , 9 0 0 $ 6 6 2 , 5 0 0 $ 7 8 3 , 8 0 0 $ 7 6 0 , 6 0 0 $ 9 8 , 1 0 0 $ 1 5 %
P r o f e s s i o n a l 2 4 3 , 0 0 0 1 , 2 3 0 , 4 0 0 1 , 0 6 1 , 8 0 0 1 , 7 7 0 , 0 0 0 5 3 9 , 6 0 0 4 4 %
S u p p o r t 1 , 0 8 0 , 7 0 0 1 , 9 1 0 , 0 0 0 1 , 2 0 2 , 6 0 0 3 , 0 1 2 , 6 0 0 1 , 1 0 2 , 6 0 0 5 8 %
P r o j e c t s a n d O p e r a t i o n s 1 0 , 0 9 9 , 8 0 0 1 4 , 0 6 4 , 7 0 0 1 1 , 8 0 9 , 8 0 0 2 0 , 7 0 6 , 3 0 0 6 , 6 4 1 , 6 0 0 4 7 %
C a p i t a l O u t l a y 1 3 , 1 0 0 1 3 5 , 0 0 0 6 , 8 0 0 6 8 , 5 0 0 ( 6 6 , 5 0 0 ) - 4 9 %
T O T A L 1 1 , 9 3 7 , 5 0 0 $ 1 8 , 0 0 2 , 6 0 0 $ 1 4 , 8 6 4 , 8 0 0 $ 2 6 , 3 1 8 , 0 0 0 $ 8 , 3 1 5 , 4 0 0 $ 4 6 %
P u b l i c a n d S p e c i a l i z e d T r a n s i t
�� S u p p o r t i n n o v a t i v e p r o g r a m s t h a t p r o v i d e t r a n s i t a s s i s t a n c e i n h a r d t o s e r v e r u r a l a r e a s o r f o r r i d e r s h a v i n g
v e r y s p e c i a l t r a n s i t n e e d s a n d m o n i t o r f u n d i n g o f t h e s e p r o g r a m s .
�� C o m p l e t e t h e f i r s t y e a r o f s p e c i a l i z e d t r a n s i t f u n d i n g a l l o c a t i o n s r e l a t e d t o t h e 2 0 1 5 u n i v e r s a l c a l l f o r p r o j e c t s
a n d c o n t i n u e t o m o n i t o r p e r f o r m a n c e .
�� C o n t i n u e l o n g - r a n g e p l a n n i n g a c t i v i t i e s t o e n s u r e t h a t a n t i c i p a t e d r e v e n u e s a r e i n l i n e w i t h p r o j e c t e d l e v e l s o f
s e r v i c e b y t r a n s i t o p e r a t o r s .
�� C o n t i n u e p u b l i c t r a n s i t o p e r a t o r o v e r s i g h t a n d f i d u c i a r y r e s p o n s i b i l i t i e s t o e n s u r e t h a t a n n u a l f i s c a l a u d i t s a n d
s t a t e t r i e n n i a l p e r f o r m a n c e a u d i t s a r 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 T D A r e g u l a t i o n s .
�� P r o v i d e a v a i l a b i l i t y f o r l o c a l m a t c h i n g f u n d s t o W e s t e r n C o u n t y a p p l i c a n t s s e e k i n g F e d e r a l T r a n s i t
A d m i n i s t r a t i o n ( F T A ) S e c t i o n 5 3 1 0 f e d e r a l c a p i t a l g r a n t s .
�� C o o r d i n a t e w i t h o p e r a t o r s o n m a j o r c a p i t a l p u r c h a s e s a n d i n v e s t m e n t s i n t o n e w r o l l i n g s t o c k a n d o t h e r
s y s t e m i m p r o v e m e n t s i n o r d e r t o m a i n t a i n a v i a b l e o n - h a n d r e s e r v e .
�� C o o r d i n a t e w i t h t r a n s i t o p e r a t o r s t o p r o v i d e c o n n e c t i n g b u s s e r v i c e t o t h e P e r r i s V a l l e y L i n e s t a t i o n s .
1 4
Table 10 – Public and Specialized Transit
FY 13/14 FY 14/15 FY 14/15 FY 15/16 Dollar Percent
Actual Revised Budget Projected Budget Change Change
Personnel 349,900$ 381,400$ 310,400$ 353,600$ (27,800)$ -7%
Professional 196,000 192,000 176,000 259,000 67,000 35%
Support 12,000 22,500 14,700 30,100 7,600 34%
Projects and Operations 79,899,400 118,712,800 79,064,000 99,892,400 (18,820,400) -16%
Transfers Out 12,452,900 17,073,000 16,786,500 30,079,400 13,006,400 76%
TOTAL 92,910,200$ 136,381,700$ 96,351,600$ 130,614,500$ (5,767,200)$ -4%
Commuter Assistance
Improve the suite of services and outreach to rideshare participants and employer partners, including
personalized information and electronic access and distribution.
Maintain and grow employer partnerships through value-added services and tools for ridesharing programs.
Maintain long-term partnership with San Bernardino Associated Governments (SANBAG) to manage and
implement a “sister” Commuter Assistance program for residents and employers in San Bernardino County.
Optimize park and ride facilities to support car/vanpool/buspool arrangements and facilitate transit
connections.
Restructure program administration and management while maintaining existing rideshare coverage and
service.
Table 11 – Commuter Assistance
FY 13/14 FY 14/15 FY 14/15 FY 15/16 Dollar Percent
Actual Revised Budget Projected Budget Change Change
Personnel 286,200$ 270,900$ 319,300$ 341,000$ 70,100$ 26%
Professional 601,400 343,000 403,800 419,000 76,000 22%
Support 220,400 344,300 385,900 209,300 (135,000) -39%
Projects and Operations 2,028,100 2,332,700 2,391,900 2,718,000 385,300 17%
Capital Outlay - 5,000 5,000 - (5,000) -100%
Transfers Out 100,800 159,500 159,500 159,500 - 0%
TOTAL 3,236,900$ 3,455,400$ 3,665,400$ 3,846,800$ 391,400$ 11%
Motorist Assistance
Assess opportunities for efficiency related to the call box program operations.
Maintain a high benefit-to-cost ratio related to the performance of the FSP program.
Operate and maintain the IE511 system in accordance with national 511 implementation standards in
partnership with SANBAG.
Implement a seamless service transition to call box hardware upgrades in anticipation of cellular technology
migrations.
Utilize the opportunity to enhance coordination between California Highway Patrol (CHP) and Caltrans on
traveler information.
15
Table 12 – Motorist Assistance
FY 13/14 FY 14/15 FY 14/15 FY 15/16 Dollar Percent
Actual Revised Budget Projected Budget Change Change
Personnel 114,600$ 201,200$ 170,500$ 168,700$ (32,500)$ -16%
Professional 525,600 721,400 727,400 739,900 18,500 3%
Support 299,200 462,900 435,100 930,100 467,200 101%
Projects and Operations 2,559,000 3,296,600 3,103,400 3,652,500 355,900 11%
Transfers Out 1,254,900 901,700 901,700 985,700 84,000 9%
TOTAL 4,753,300$ 5,583,800$ 5,338,100$ 6,476,900$ 893,100$ 16%
Capital Project Development and Delivery
Continue construction activities on remaining 1989 Measure A projects including the SR-91 HOV lanes/Adams
Street to 60/91/215 interchange.
Continue project activities on the I-215 bi-county highway and Perris Valley Line rail projects, which were
included in both the 1989 Measure A and 2009 Measure A programs.
Continue project work on the Western Riverside County Delivery Plan projects, including the 91/71
connectors; the 91 Project I-215 corridor improvement project; I-15 Express Lanes project; SR-60 truck
climbing lanes; SR-79 realignment; and Mid County Parkway.
Complete construction biological mitigation monitoring and weed abatement on the 60/215 East Junction
HOV lane connectors and right of way support for the SR-74 curve widening projects.
Provide Western County Measure A regional arterial TUMF funding and support to local jurisdictions for
regional arterial project engineering, right of way acquisition, and construction.
Provide 2009 Measure A funding to the incorporated cities, CVAG, and the County for local streets and roads
maintenance, repair, and construction.
Provide funding and support of 2009 Measure A highway and regional arterial projects.
Develop strategies to implement alternative financing structures including public toll roads.
Maintain a right of way acquisition and management program in support of capital projects.
Manage right of way acquisition in the most cost effective manner and within project schedules, while
adhering to federal and state regulations.
Maintain and manage the access, use, safety, and security of Commission-owned properties including
commuter rail stations, properties in acquisition process, and income-generating properties.
Table 13 – Capital Project Development and Delivery
FY 13/14 FY 14/15 FY 14/15 FY 15/16 Dollar Percent
Actual Revised Budget Projected Budget Change Change
Personnel 2,736,300$ 3,652,300$ 3,782,200$ 4,370,400$ 718,100$ 20%
Professional 7,470,700 8,478,100 5,739,300 8,760,100 282,000 3%
Support 290,400 1,052,400 366,800 587,600 (464,800) -44%
Projects and Operations 422,123,000 802,564,900 550,073,000 662,881,600 (139,683,300) -17%
Capital Outlay 33,000 3,100,000 700,000 3,500,000 400,000 13%
Debt Service 119,984,400 54,696,200 54,696,200 53,919,900 (776,300) -1%
Transfers Out 463,179,100 502,979,200 230,987,400 100,694,300 (402,284,900) -80%
TOTAL 1,015,816,900$ 1,376,523,100$ 846,344,900$ 834,713,900$ (541,809,200)$ -39%
Fund Balances
The total fund balance as of June 30, 2015 is projected at $828,225,600. The Commission’s budgeted activities for
FY 2015/16 are expected to result in a $242,353,800 decrease of total fund balance at June 30, 2016 to
$585,871,800. The primary cause of the decrease is related to the project activities in FY 2015/16 related to the 91
Project, I-215 corridor improvement project, Mid County Parkway, and the Perris Valley Line project. Table 14
presents the components of fund balance by governmental fund type and program at June 30, 2016.
16
Table 14 – Projected Fund Balances by Governmental Fund Type and Program at June 30, 2016
Debt Service Fund
$89,778,500
Management Services $1,765,300 Measure A Western County:Highways 118,153,800$
Planning and Programming 1,920,100 Bond Financing $8,684,700
Rail Maintenance and Operations 5,684,000 Commuter Assistance 14,493,400
Economic Development 3,429,700
Highways 14,704,200
Local Streets and Roads 600
New Corridors 56,701,300
Public and Specialized Transit 7,796,000
Rail 47,364,200
Regional Arterials 9,853,400
Measure A Coachella Valley:
Highways and Regional Arterial 18,471,500
Local Streets and Roads 1,200
Specialized Transit 1,949,300
Measure A Palo Verde Valley Local Streets and Roads 600
Agency Fund 40,100
Coachella Valley/San Gorgonio Pass 1,822,900
Motorist Assistance 6,828,200
State Transit Assistance 55,930,000
Local Transportation Fund 104,544,000
TUMF:
CETAP 6,051,900
Regional Arterials 9,902,900
General Fund
$9,369,400
Special Revenue Funds
$368,570,100
Riverside County Transportation Commission
$585,871,800
Capital Projects Funds
$118,153,800
Budget Summary
The overall budget for FY 2015/16 is presented in Table 15 by summarized line items, Table 16 by operating and
capital classifications, and Table 17 by governmental fund type. Highway, rail, and regional arterial program
expenditures by project are summarized in Table 18.
17
Table 15 – Budget Comparative by Summarized Line Item FY 2014—2016
FY 13/14 FY 14/15 FY 14/15 FY 15/16 Dollar Percent
Actual Revised Budget Projected Budget Change Change
Revenues
Measure A Sales Tax 156,355,800$ 167,000,000$ 167,000,000$ 170,000,000$ 3,000,000$ 2%
LTF Sales Tax 77,544,200 81,500,000 81,500,000 83,000,000 1,500,000 2%
STA Sales Tax 14,409,400 12,944,700 12,944,700 13,372,400 427,700 3%
Federal Reimbursements 38,313,400 83,351,400 67,665,500 46,890,300 (36,461,100) -44%
State Reimbursements 82,797,200 92,503,000 60,063,500 49,500,500 (43,002,500) -46%
Local Reimbursements 1,376,100 6,321,900 5,334,800 4,455,200 (1,866,700) -30%
TUMF Revenue 11,284,400 12,154,600 12,042,700 12,053,800 (100,800) -1%
Other Revenue 1,282,500 714,100 221,200 235,000 (479,100) -67%
Investment Income 9,979,900 2,450,900 4,138,000 2,490,300 39,400 2%
TOTAL Revenues 393,342,900 458,940,600 410,910,400 381,997,500 (76,943,100) -17%
Expenditures
Personnel Salaries and Benefits 6,877,400 8,330,300 8,271,200 9,499,800 1,169,500 14%
Professional and Support
Professional Services 12,863,400 15,811,100 12,506,600 16,301,000 489,900 3%
Support Costs 3,305,500 5,867,400 4,271,600 7,005,200 1,137,800 19%
TOTAL Professional and Support Costs 16,168,900 21,678,500 16,778,200 23,306,200 1,627,700 8%
Projects and Operations
Program Operations - General 15,441,600 21,754,300 17,268,300 20,548,300 (1,206,000) -6%
Engineering 12,804,000 17,909,000 10,203,700 18,094,900 185,900 1%
Construction 90,668,700 242,335,200 159,061,000 151,012,600 (91,322,600) -38%
Design Build 157,564,700 255,303,500 227,943,000 284,681,200 29,377,700 12%
Right of Way/Land 91,297,400 186,945,900 65,715,300 105,212,400 (81,733,500) -44%
Operating and Capital Disbursements 89,644,300 139,744,300 96,124,700 132,437,400 (7,306,900) -5%
Special Studies 117,200 1,220,000 707,000 1,844,000 624,000 51%
Local Streets and Roads 46,677,100 49,882,000 49,882,000 50,679,000 797,000 2%
Regional Arterials 13,902,700 30,400,000 22,397,800 30,600,000 200,000 1%
TOTAL Projects and Operations 518,117,700 945,494,200 649,302,800 795,109,800 (150,384,400) -16%
Debt Service
Principal Payments 67,112,900 7,400,000 7,400,000 7,800,000 400,000 5%
Interest Payments 43,410,200 47,296,200 47,296,200 46,119,900 (1,176,300) -2%
Cost of Issuance 7,050,900 - - - - N/A
TOTAL Debt Service 117,574,000 54,696,200 54,696,200 53,919,900 (776,300) -1%
Capital Outlay 65,300 3,850,000 1,171,800 3,793,500 (56,500) -1%
TOTAL Expenditures 658,803,300 1,034,049,200 730,220,200 885,629,200 (148,420,000) -14%
Excess (deficiency) of Revenues over (under)
Expenditures (265,460,400) (575,108,600) (319,309,800) (503,631,700) 71,476,900 -12%
Other Financing Sources (Uses)
Transfers In 481,987,700 526,661,100 254,035,100 140,976,800 (385,684,300) -73%
Transfers Out (481,987,700) (526,661,100) (254,035,100) (140,976,800) 385,684,300 -73%
Debt Proceeds 638,854,600 - - - - N/A
TIFIA Loan Proceeds - 191,600,000 116,059,000 261,277,900 69,677,900 36%
Bond Premium 38,328,800 - - - - N/A
Bond Discount (2,433,300) - - - - N/A
Net Financing Sources (Uses)674,750,100 191,600,000 116,059,000 261,277,900 69,677,900 36%
Excess (deficiency) of Revenues over (under)
Expenditures and Other Financing Sources (Uses)409,289,700 (383,508,600) (203,250,800) (242,353,800) 141,154,800 -37%
Beginning Fund Balance 622,186,700 1,031,476,400 1,031,476,400 828,225,600 (203,250,800) -20%
ENDING FUND BALANCE 1,031,476,400$ 647,967,800$ 828,225,600$ 585,871,800$ (62,096,000)$ -10%
18
Table 16 – Operating and Capital Budget FY 2015/16
FY 15/16 FY 15/16 FY 15/16
Operating Budget Capital Budget TOTAL Budget
Revenues
Measure A Sales Tax 15,901,000$ 154,099,000$ 170,000,000$
LTF Sales Tax 83,000,000 - 83,000,000
STA Sales Tax 13,372,400 - 13,372,400
Federal Reimbursements 4,382,500 42,507,800 46,890,300
State Reimbursements 4,583,200 44,917,300 49,500,500
Local Reimbursements 3,595,800 859,400 4,455,200
TUMF Revenue - 12,053,800 12,053,800
Other Revenue - 235,000 235,000
Investment Income 505,500 1,984,800 2,490,300
TOTAL Revenues 125,340,400 256,657,100 381,997,500
Expenditures
Personnel Salaries and Benefits 5,119,700 4,380,100 9,499,800
Professional and Support
Professional Services 8,611,100 7,689,900 16,301,000
Support Costs 3,834,900 3,170,300 7,005,200
TOTAL Professional and Support Costs 12,446,000 10,860,200 23,306,200
Projects and Operations
Program Operations - General 9,076,800 11,471,500 20,548,300
Engineering 250,000 17,844,900 18,094,900
Construction 1,700,000 149,312,600 151,012,600
Design Build - 284,681,200 284,681,200
Right of Way and Land - 105,212,400 105,212,400
Operating and Capital Disbursements 119,437,400 13,000,000 132,437,400
Special Studies 1,764,000 80,000 1,844,000
Local Streets and Roads - 50,679,000 50,679,000
Regional Arterials - 30,600,000 30,600,000
TOTAL Projects and Operations 132,228,200 662,881,600 795,109,800
Debt Service
Principal Payments - 7,800,000 7,800,000
Interest Payments - 46,119,900 46,119,900
Cost of Issuance - - -
TOTAL Debt Service - 53,919,900 53,919,900
Capital Outlay 293,500 3,500,000 3,793,500
TOTAL Expenditures 150,087,400 735,541,800 885,629,200
Excess (deficiency) of Revenues over (under)
Expenditures (24,747,000) (478,884,700) (503,631,700)
Other Financing Sources (Uses)
Transfers In 32,004,900 108,971,900 140,976,800
Transfers Out (31,282,500) (109,694,300) (140,976,800)
TIFIA Loan Proceeds - 261,277,900 261,277,900
Net Financing Sources (Uses)722,400 260,555,500 261,277,900
Excess (deficiency) of Revenues over (under)
Expenditures and Other Financing Sources (Uses)(24,024,600) (218,329,200) (242,353,800)
Beginning Fund Balance 226,717,700 601,507,900 828,225,600
ENDING FUND BALANCE 202,693,100$ 383,178,700$ 585,871,800$
19
Table 17 – Budget by Governmental Fund Type FY 2015/16
FY 15/16
General Fund Special Revenue Capital Projects Debt Service TOTAL Budget
Revenues
Measure A Sales Tax 3,000,000$ 167,000,000$ -$ -$ 170,000,000$
LTF Sales Tax - 83,000,000 - - 83,000,000
STA Sales Tax - 13,372,400 - - 13,372,400
Federal Reimbursements 4,000,000 40,123,300 - 2,767,000 46,890,300
State Reimbursements 841,200 48,659,300 - - 49,500,500
Local Reimbursements 875,000 3,580,200 - - 4,455,200
TUMF Revenue - 12,053,800 - - 12,053,800
Other Revenue - 235,000 - - 235,000
Investment Income 23,400 919,100 879,500 668,300 2,490,300
TOTAL Revenues 8,739,600 368,943,100 879,500 3,435,300 381,997,500
Expenditures
Personnel Salaries and Benefits 4,433,200 5,066,600 - - 9,499,800
Professional and Support
Professional Services 3,569,000 12,732,000 - - 16,301,000
Support Costs 5,248,100 1,757,100 - - 7,005,200
TOTAL Professional and Support Costs 8,817,100 14,489,100 - - 23,306,200
Projects and Operations
Program Operations - General 2,696,300 17,852,000 - - 20,548,300
Engineering - 18,094,900 - - 18,094,900
Construction 500,000 150,512,600 - - 151,012,600
Design Build - 284,681,200 - - 284,681,200
Right of Way/Land - 105,212,400 - - 105,212,400
Operating and Capital Disbursements 19,545,000 112,892,400 - - 132,437,400
Special Studies 1,764,000 80,000 - - 1,844,000
Local Streets and Roads - 50,679,000 - - 50,679,000
Regional Arterials - 30,600,000 - - 30,600,000
TOTAL Projects and Operations 24,505,300 770,604,500 - - 795,109,800
Debt Service
Principal Payments - - - 7,800,000 7,800,000
Interest Payments - - - 46,119,900 46,119,900
TOTAL Debt Service - - - 53,919,900 53,919,900
Capital Outlay 293,500 3,500,000 - - 3,793,500
TOTAL Expenditures 38,049,100 793,660,200 - 53,919,900 885,629,200
Excess (deficiency) of Revenues over (under)
Expenditures (29,309,500) (424,717,100) 879,500 (50,484,600) (503,631,700)
Other Financing Sources (Uses)
Transfers In 31,244,300 54,504,100 27,776,600 27,451,800 140,976,800
Transfers Out (57,900) (94,441,900) (46,477,000) - (140,976,800)
TIFIA Loan Proceeds - 261,277,900 - - 261,277,900
Net Financing Sources (Uses)31,186,400 221,340,100 (18,700,400) 27,451,800 261,277,900
Excess (deficiency) of Revenues over (under)
Expenditures and Other Financing Sources (Uses)1,876,900 (203,377,000) (17,820,900) (23,032,800) (242,353,800)
Beginning Fund Balance 7,492,500 571,947,100 135,974,700 112,811,300 828,225,600
ENDING FUND BALANCE 9,369,400$ 368,570,100$ 118,153,800$ 89,778,500$ 585,871,800$
20
Table 18 – Highway, Regional Arterial, and Rail Programs FY 2015/16
Description
Projects and operations
Bechtel program management 8,706,600$
SCRRA program management 3,350,000
Other 8,491,700
TOTAL PROJECTS-GENERAL 20,548,300$
Highway engineering
91/71 interchange improvement 125,000$
I-15 Express Lanes 2,900,000
Mid County Parkway 12,000,000
SR-91 HOV lanes/Adams Street to 60/91/215 interchange 35,000
Riverside County - Santa Ana River Trail 90,000
SUBTOTAL HIGHWAY ENGINEERING 15,150,000
Regional arterial engineering
Various Western County TUMF regional arterial projects, including SR-79 widening/Thompson to Domenigoni 2,407,400
Rail engineering
Riverside and Pedley station improvements 27,500
La Sierra station improvements 105,000
Perris Valley Line and other rail projects 155,000
Other - Coachella Valley/San Gorgonio Pass corridor (details presented in Section 6.2 Rail)250,000
SUBTOTAL RAIL ENGINEERING 537,500
TOTAL HIGHWAY, REGIONAL ARTERIAL, AND RAIL ENGINEERING 18,094,900$
Highway construction
60/215 East Junction HOV lane connectors 15,000$
74/215 interchange 70,000
I-215 corridor improvements (central segment)/Scott Road to Nuevo Road 12,100,000
91 Project 12,775,800
SR-91 HOV lanes/Adams Street to 60/91/215 interchange 832,900
Riverside quiet zones 5,773,200
Riverside County - Santa Ana River Trail 250,000
General (details presented in Section 6.3 Planning and Programming)500,000
SUBTOTAL HIGHWAY CONSTRUCTION 32,316,900
Regional arterial construction
Various Western County TUMF regional arterial projects, including SR-79 widening/Thompson to Domenigoni 10,683,300
Various Western County Measure A regional arterial projects 46,582,000
SUBTOTAL REGIONAL ARTERIAL CONSTRUCTION 57,265,300
Rail construction
Riverside and Pedley station improvements 1,503,000
La Sierra station improvements 2,690,000
Station rehabilitation 3,250,000
Station Security 300,000
Perris Valley Line and other rail projects 52,487,400
Other - Coachella Valley/San Gorgonio Pass corridor (details presented in Section 6.2 Rail)1,200,000
SUBTOTAL RAIL CONSTRUCTION 61,430,400
TOTAL HIGHWAY, REGIONAL ARTERIAL, AND RAIL CONSTRUCTION 151,012,600$
Highway design build
91 Project 274,681,200$
I-15 Express Lanes 10,000,000
TOTAL HIGHWAY DESIGN BUILD 284,681,200$
Highway right of way and land
SR-60 truck climbing lanes 1,044,000$
60/215 East Junction HOV lane connectors 10,000
I-215 corridor improvements (central segment)/Scott Road to Nuevo Road 225,000
Mid County Parkway 18,200,000
SR-74 curve widening 392,000
I-15 Express Lanes 10,000
SR-74/I-15 to 7th Street 550,000
91/71 interchange improvement 2,795,000
91 Project 70,985,600
SR-91 HOV lanes/Adams Street to 60/91/215 interchange 2,369,000
MSHCP land acquisition in Western County 3,000,000
Grade separation projects 1,657,000
Riverside County - Santa Ana River Trail 100,000
General 45,200
SUBTOTAL HIGHWAY RIGHT OF WAY AND LAND 101,382,800
Regional arterial right of way and land
Various Western County TUMF regional arterial projects, including SR-79 widening/Thompson to Domenigoni 2,286,600
Rail right of way and land
Perris Valley Line and other rail projects 1,333,000
La Sierra station improvements 10,000
General 200,000
SUBTOTAL RAIL RIGHT OF WAY AND LAND 1,543,000
TOTAL HIGHWAY, REGIONAL ARTERIAL, AND RAIL RIGHT OF WAY AND LAND 105,212,400$
GRAND TOTAL HIGHWAY, REGIONAL ARTERIAL, AND RAIL PROGRAMS 579,549,400$ 21
AGENDA ITEM 9
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
DATE: April 27, 2015
TO: Budget and Implementation Committee
FROM: Aaron Hake, Government Relations Manager
THROUGH: John Standiford, Deputy Executive Director
SUBJECT: Agreement with HDR Engineering, Inc. for Strategic Assessment
STAFF RECOMMENDATION:
This item is for the Committee to:
1)Award Agreement No. 15-65-051-00 to HDR Engineering, Inc. (HDR) for the
development of a strategic assessment for a nine-month period for an amount not to
exceed that is under negotiation and will be presented at the Commission meeting;
2)Authorize the Chair or Executive Director, pursuant to legal counsel review, to execute
the agreement on behalf of the Commission; and
3)Forward to the Commission for final action.
BACKGROUND INFORMATION:
Purpose of Strategic Assessment
The Commission is at a defining moment: it has been successfully accomplishing its mission of
delivering transportation projects that are measurably improving the quality of life of the
people of Riverside County (County). As several Commissioners noted at the January 2015
Commission Workshop, the Commission’s mantra has been “Promises Made, Promises Kept”
with the voters of the County. Several members of the public are aware of the progress being
made on the County’s infrastructure by way of the many highways under construction. Much
of this concentrated construction activity is due to the forward-thinking of the Commission
when it adopted the Measure A 10-Year Western Riverside County Highway Delivery Plan in
2006, which prioritized several major projects such as State Route 91, Interstates 15 and 215 to
“front-load” the renewed Measure A sales tax.
As these projects come to fruition, it is clear that much work still remains to be done to bring
the County’s infrastructure up to par to facilitate the economic and quality of life vision the
public expects. Yet, Measure A’s ability to maintain the current level of progress is restricted
over the long-term while state and federal funding streams are uncertain at best. The County is
continuing to grow in terms of population and employment as it recovers from an economic
recession that hit the Inland Empire region harder than the rest of the state. New state and
federal environmental policies are in place. The Commission will be operating tolled express
Agenda Item 9
22
lanes in less than two years, becoming a business enterprise with customers. Generational
shifts within the workforce (Baby Boomers retiring and Millennials hiring) raise legitimate
questions as to whether there will be changes in travel behavior and housing preferences.
Technology continues to disrupt the transportation sector with mobile applications being used
to get from point A to point B and the prospect of autonomous vehicles on the horizon.
In short, now is an important time to take stock of the infrastructure policies, plans, and
funding streams and analyze where the County is headed demographically, economically, and
environmentally. Such an analysis allows the Commission to assess whether the status quo is
appropriate to address the County’s current and future transportation infrastructure needs, as
measured by the Commission’s guiding principles developed at the 2015 Workshop:
• Together, the Commission is imagining and implementing an efficient transportation
system for the good of all in the County.
• The Commission is the people the Commission serves. Economic prosperity and quality
of life is enhanced with proper transportation. The public trust is vital to the
Commission’s mission.
• The Commission operates in a dynamic environment. The Commission will remain
flexible in order to respond to change and opportunity. The Commission will focus on
projects and allocate funds that support the quality of life in the County. The
Commission collaborates in partnerships to maximize the Commission’s ability to get
people where they want to go and when they want to get there.
• The Commission’s priority is to serve the public need. The Commission will invest in a
transportation system that moves community members, visitors, and goods. This
system will support the Commission’s economy and the Commission’s future prosperity
and is vital to attract and retain quality jobs to the Commission’s region.
• The Commission is dedicated to environmental stewardship. The Commission will use
existing regional and countywide plans, such as the Riverside County Integrated Plan, as
a framework for our decisions. The Commission knows that goods moving to, within,
and through the County are vital to the Commission’s economy; however the
Commission desires and will work toward a future where there is a balance between
goods movement and the Commission’s quality of life.
Thus, staff proposes to conduct a high-level strategic assessment to prepare the Commission
for several significant upcoming decision-making processes, including but not limited to:
• 2016 and 2020 Southern California Association of Governments (SCAG) Regional
Transportation Plan (RTP)/Sustainable Communities Strategy (SCS);
• 2019 Measure A Expenditure Plan review, as required by the 2002 Measure A
ordinance;
• Implementation of tolling programs on SR-91 and I-15; and
• Development of a long-range Countywide Transportation Plan.
Agenda Item 9
23
These processes are additional to critical decisions with which the Commission will need to
grapple regarding important projects mentioned at the 2015 Commission Workshop that are
still in development yet lack sufficient funding, including but not limited to:
• SR-79
• Mid County Parkway
• Rail to Coachella Valley
• Rail to San Jacinto Valley
• Alternate East-West Corridors
Several other counties in California have recently undertaken similar analyses. Transportation
agencies throughout the state, particularly in self-help counties with a voter-approved half-cent
sales tax for transportation projects, are undertaking serious introspection at to what is realistic
in light of declining revenue, increasing public expectations, demographic and policy shifts, and
deteriorating infrastructure. Staff researched extensively other counties’ approaches to
assessing needs and public priorities and then crafted the scope of work in its request for
proposals (RFP) for the strategic assessment based on those experiences yet tailored to the
County’s unique needs.
Overview of Strategic Assessment Process
The strategic assessment will analyze planning and financial data to best match public priorities
with economic and demographic realities.
The assessment will begin with a data-driven inventory of existing funding streams, government
policies at all levels, and recent planning studies in the County. The assessment will then look
at forecasts for County growth and identify potential funding and policy gaps that could emerge
as a result. A strategic outreach process will gather public input on long-term transportation
priorities throughout the County. This process will involve a variety of tactics and
methodologies including in-person public meetings, online tools, and traditional phone surveys.
The assessment will also take into consideration transportation plans and priorities of
stakeholders within the County, including local governments, private sector groups, and social
service providers. All of this external input will be measured against what the data-driven
analysis says about the County’s future, providing a clearer picture to the Commission of where
there may be gaps going forward.
It is staff’s strong desire to see this effort culminate in a set of findings and strategic
recommendations that become a useful tool for Commissioners to address regional
transportation and quality of life issues. The proposed agreement establishes a timeline that
would result in a final strategic assessment being delivered to the Commission at its 2016
Commission Workshop. At the 2016 Workshop, the Commission will have an opportunity to
have an in-depth dialogue about the realities conveyed by the strategic assessment and
actionable steps to move forward. This will be a natural building block from the visioning
discussion that took place at it 2015 Commission Workshop.
Agenda Item 9
24
Throughout the next eight months, staff recommends the Quality of Life and Sustainability Ad
Hoc Committee serve as the venue for Commissioners to monitor and provide input to staff and
consultants regarding the progress of the strategic assessment. Commissioner input will be
critical to ensuring that the most effective approaches are utilized in this multi-faceted analysis
and outreach.
A visual representation of the overall structure of the strategic assessment process and future
applications is as follows:
Agenda Item 9
25
Procurement Process
This procurement was conducted in accordance with established Commission procurement
policies and procedures. Staff determined the weighted factor method of source selection to
be the most appropriate for this procurement, as it allows the Commission to identify the most
advantageous proposal with price and other factors considered. Non-price factors include
elements such as qualifications of firm and personnel and project approach and understanding
for the development of a strategic assessment as set forth under the terms of RFP No.
15-65-051-00.
RFP No. 15-65-051-00 for the development of a strategic assessment was released on
January 30, 2015. A public notice was advertised in the Press Enterprise, and the RFP was
posted on the Commission’s PlanetBids website, which is accessible through the Commission’s
website. Utilizing PlanetBids, emails were sent to 336 firms, 52 of which are located in
Riverside County. Through the PlanetBids site, 111 firms downloaded the RFP, and 24 of these
firms are located in Riverside County. A pre-bid conference was held on February 17, 2015, and
attended by 7 firms, of which two firms are local to Riverside County. Staff responded to all
questions submitted by potential proposers prior to the February 19 clarification deadline date.
Three firms – Cambridge Systematics, Inc. (Los Angeles); HDR (Riverside); and VRPA
Technologies, Inc. (Fresno) – submitted responsive proposals prior to the 2:00 p.m. submittal
deadline on March 12. Utilizing the evaluation criteria set forth in the RFP, all firms were
evaluated and scored by an evaluation committee comprised of four Commission staff
members and one member from the San Bernardino Associated Governments.
Based on the evaluation committee’s assessment of the written proposals and pursuant to the
terms of the RFP, the evaluation committee short listed and invited two firms to the interview
phase of the evaluation and selection process. Interviews of the short listed firms – HDR and
VRPA Technologies, Inc. – were conducted on April 3, 2015.
As a result of the completion of the evaluation process, the evaluation committee recommends
contract award to HDR to perform a strategic assessment for a nine-month term, as this firm
earned the highest total evaluation score.
Staff commenced negotiations with HDR regarding a cost that is consistent with similar projects
in other California counties, within the Commission’s budget, and is competitive with the other
two proposals received. Negotiations will conclude shortly and details will be disclosed on the
agenda for the Commission meeting on May 13, presuming the Committee moves this item
forward. The Commission’s standard form professional services agreement will be entered into
with HDR, subject to any changes approved by the Executive Director and pursuant to legal
counsel review.
HDR’s Southern California office locations include the cities of Claremont, Irvine, Long Beach,
Los Angeles, Pasadena, Riverside, and San Diego, and it teamed with other firms including
Creative Infrastructure Solutions, Moore Methods, Parsons Brinckerhoff, AMMA Transit
Agenda Item 9
26
Planning, Katherine Padilla & Associates, Fehr & Peers, and System Metrics Group. HDR
understands the transportation issues throughout the County and has significant Southern
California experience in transportation planning, travel demand forecasting, transit planning,
traffic engineering, goods movement and combining aspects of alternatives analysis and long-
range planning with practical considerations of project funding and implementation of context-
sensitive design. It is important to note that several of the firms on the HDR team have
previously provided professional services for the Commission, Western Riverside Council of
Governments, Western Riverside County Regional Conservation Agency , and Coachella Valley
Association of Governments, among other local agencies, providing a great deal of familiarity
with the County's transportation dynamics. This familiarity allows for HDR to meet an
aggressive schedule and minimizes costs of conducting new research. Finally, HDR's proposed
approach demonstrates a strategic thinking process at each stage of the project that recognizes
the need for this effort to be understandable and useful for the general public, Commissioners,
as well as transportation professionals.
Conclusion
Staff is confident HDR will provide the Commission with quality service at a fair price. The
strategic assessment will result in a data-driven foundation for critical decision-making in the
near future.
Staff recommends the award of Agreement No. 15-65-051-00 to HDR to conduct a strategic
assessment of the Commission and the overall transportation landscape of the County through
the year 2039 for a total not to exceed amount over a nine-month period that will be presented
at its May Commission meeting.
Financial Information
In Fiscal Year Budget: Yes
Yes Year: FY 2014/15
FY 2015/16 Amount: To be determined
Source of Funds: Local Transportation Funds (planning) Budget Adjustment: No
No
GL/Project Accounting No.: 002315 81501 106 65 81501
Fiscal Procedures Approved: Date: 04/16/2015
Attachment: HDR Agreement No. 15-65-051-00
Agenda Item 9
27
Agreement No. 15-65-051-00
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
AGREEMENT FOR STRATEGIC ASSESSMENT
WITH HDR ENGINEERING INC
1. PARTIES AND DATE.
This Agreement is made and entered into this _ day of , 2015,
by and between the RIVERSIDE COUNTY TRANSPORTATION COMMISSION ("the
Commission") and HDR ENGINEERING, INC. ("Consultant"), a Nebraska corporation.
2. RECITALS.
2.1 Consultant desires to perform and assume responsibility for the
provision of certain professional consulting services required by Commission on the
terms and conditions set forth in this Agreement. Consultant represents that it is a
professional consultant, experienced in providing Strategic Assessment to public clients,
is licensed in the State of California, and is familiar with the plans of Commission.
2.2 Commission desires to engage Consultant to render certain
consulting services for the Strategic Assessment ("Project") as set forth herein.
3. TERMS.
3.1 General Scope of Services. Consultant promises and agrees to
furnish to Commission all labor materials, tools, equipment, services, and incidental and
customary work necessary to fully and adequately provide professional consulting
services and advice on various issues affecting the decisions of Commission regarding
the Project and on other programs and matters affecting Commission, hereinafter
referred to as "Services". The Services are more particularly described in Exhibit "A"
attached hereto and incorporated herein by reference. All Services shall be subject to,
and performed in accordance with, this Agreement, the exhibits attached hereto and
incorporated herein by reference, and all applicable local, state, and federal laws, rules
and regulations.
3.2 Term. The term of this Agreement shall be nine months unless
earlier terminated as provided herein. Consultant shall complete the Services within the
term of this Agreement and shall meet any other established schedules and deadlines.
3.3 Schedule of Services. Consultant shall perform the Services
expeditiously, within the term of this Agreement, and in accordance with the Schedule of
Services set forth in Exhibit "B" attached hereto and incorporated herein by reference.
APPENDIX B
28
Consultant represents that it has the professional and technical personnel required to
perform the Services in conformance with such conditions. In order to facilitate
Consultant's conformance with the Schedule, the Commission shall respond to
Consultant's submittals in a timely manner. Upon request of the Commission,
Consultant shall provide a more detailed schedule of anticipated performance to meet
the Schedule of Services.
3.4 Independent Contractor; Control and Payment of Subordinates.
The Services shall be performed by Consultant under its supervision. Consultant will
determine the means, method and details of performing the Services subject to the
requirements of this Agreement. Commission retains Consultant on an independent
contractor basis and Consultant is not an employee of Commission. Consultant retains
the right to perform similar or different services for others during the term of this
Agreement. Any additional personnel performing the Services under this Agreement on
behalf of Consultant shall not be employees of Commission and shall at all times be
under Consultant's exclusive direction and control. Consultant shall pay all wages,
salaries, and other amounts due such personnel in connection with their performance of
Services under this Agreement and as required by law. Consultant shall be responsible
for all reports and obligations respecting such additional personnel, including, but not
limited to: social security taxes, income tax withholding, unemployment insurance, and
workers' compensation insurance.
3.5 Conformance to Applicable Requirements. All work prepared by
Consultant shall be subject to the approval of Commission.
3.6 Substitution of Key Personnel. Consultant has represented to
Commission that certain key personnel will perform and coordinate the Services under
this Agreement. Should one or more of such personnel become unavailable,
Consultant may substitute other personnel of at least equal competence and experience
upon written approval of Commission. In the event that Commission and Consultant
cannot agree as to the substitution of key personnel, Commission shall be entitled to
terminate this Agreement for cause, pursuant to provisions of Section 3.16 of this
Agreement. The key personnel for performance of this Agreement are as follows:
__________________________________.
3.7 Commission’s Representative. Commission hereby designates
Executive Director, or his or her designee, to act as its representative for the
performance of this Agreement ("Commission’s Representative"). Commission's
representative shall have the power to act on behalf of Commission for all purposes
under this Agreement. Consultant shall not accept direction from any person other than
Commission's Representative or his or her designee.
3.8 Consultant’s Representative. Consultant hereby designates
[___INSERT NAME OR TITLE___], or his or her designee, to act as its representative
for the performance of this Agreement ("Consultant’s Representative"). Consultant’s
Representative shall have full authority to represent and act on behalf of the Consultant
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for all purposes under this Agreement. The Consultant’s Representative shall supervise
and direct the Services, using his or her best skill and attention, and shall be
responsible for all means, methods, techniques, sequences and procedures and for the
satisfactory coordination of all portions of the Services under this Agreement.
3.9 Coordination of Services. Consultant agrees to work closely with
Commission staff in the performance of Services and shall be available to Commission's
staff, consultants and other staff at all reasonable times.
3.10 Standard of Care; Licenses. Consultant shall perform the Services
under this Agreement in a skillful and competent manner, consistent with the standard
generally recognized as being employed by professionals in the same discipline in the
State of California. Consultant represents and maintains that it is skilled in the
professional calling necessary to perform the Services. Consultant warrants that all
employees and subcontractors shall have sufficient skill and experience to perform the
Services assigned to them. Finally, Consultant represents that it, its employees and
subcontractors have all licenses, permits, qualifications and approvals of whatever
nature that are legally required to perform the Services and that such licenses and
approvals shall be maintained throughout the term of this Agreement. Consultant shall
perform, at its own cost and expense and without reimbursement from Commission, any
Services necessary to correct errors or omissions which are caused by the Consultant’s
failure to comply with the standard of care provided for herein, and shall be fully
responsible to the Commission for all damages and other liabilities provided for in the
indemnification provisions of this Agreement arising from the Consultant’s errors and
omissions.
3.11 Laws and Regulations. Consultant shall keep itself fully informed of
and in compliance with all local, state and federal laws, rules and regulations in any
manner affecting the performance of the Project or the Services, including all Cal/OSHA
requirements, and shall give all notices required by law. Consultant shall be liable for all
violations of such laws and regulations in connection with Services. If the Consultant
performs any work knowing it to be contrary to such laws, rules and regulations and
without giving written notice to Commission, Consultant shall be solely responsible for
all costs arising therefrom. Consultant shall defend, indemnify and hold Commission, its
officials, directors, officers, employees and agents free and harmless, pursuant to the
indemnification provisions of this Agreement, from any claim or liability arising out of any
failure or alleged failure to comply with such laws, rules or regulations.
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3.12 Insurance.
3.12.1 Time for Compliance. Consultant shall not commence work
under this Agreement until it has provided evidence satisfactory to the Commission that
it has secured all insurance required under this section, in a form and with insurance
companies acceptable to the Commission. In addition, Consultant shall not allow any
subcontractor to commence work on any subcontract until it has secured all insurance
required under this section.
3.12.2 Minimum Requirements. Consultant shall, at its expense,
procure and maintain for the duration of the Agreement insurance against claims for
injuries to persons or damages to property which may arise from or in connection with
the performance of the Agreement by the Consultant, its agents, representatives,
employees or subcontractors. Consultant shall also require all of its subcontractors to
procure and maintain the same insurance for the duration of the Agreement. Such
insurance shall meet at least the following minimum levels of coverage:
(A) Minimum Scope of Insurance. Coverage shall be at
least as broad as the latest version of the following: (1) General Liability: Insurance
Services Office Commercial General Liability coverage (occurrence form CG 0001 or
exact equivalent); (2) Automobile Liability: Insurance Services Office Business Auto
Coverage (form CA 0001, code 1 (any auto) or exact equivalent); and (3) Workers’
Compensation and Employer’s Liability: Workers’ Compensation insurance as required
by the State of California and Employer’s Liability Insurance.
(B) Minimum Limits of Insurance. Consultant shall
maintain limits no less than: (1) General Liability: $2,000,000 per occurrence for bodily
injury, personal injury and property damage. If Commercial General Liability Insurance
or other form with general aggregate limit is used, either the general aggregate limit
shall apply separately to this Agreement/location or the general aggregate limit shall be
twice the required occurrence limit; (2) Automobile Liability: $1,000,000 per accident for
bodily injury and property damage; and (3) if Consultant has an employees, Workers’
Compensation and Employer’s Liability: Workers’ Compensation limits as required by
the Labor Code of the State of California. Employer’s Practices Liability limits of
$1,000,000 per accident.
3.12.3 Professional Liability. Consultant shall procure and
maintain, and require its sub-consultants to procure and maintain, for a period of five (5)
years following completion of the Project, errors and omissions liability insurance
appropriate to their profession. Such insurance shall be in an amount not less than
$1,000,000 per claim. This insurance shall be endorsed to include contractual liability
applicable to this Agreement and shall be written on a policy form coverage specifically
designed to protect against acts, errors or omissions of the Consultant. “Covered
Professional Services” as designated in the policy must specifically include work
performed under this Agreement. The policy must “pay on behalf of” the insured and
must include a provision establishing the insurer's duty to defend.
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3.12.4 Insurance Endorsements. The insurance policies shall
contain the following provisions, or Consultant shall provide endorsements on forms
approved by the Commission to add the following provisions to the insurance policies:
(A) General Liability.
(i) Commercial General Liability Insurance must
include coverage for (1) Bodily Injury and Property Damage; (2) Personal
Injury/Advertising Injury; (3) Premises/Operations Liability; (4) Products/Completed
Operations Liability; (5) Aggregate Limits that Apply per Project; (6) Explosion, Collapse
and Underground (UCX) exclusion deleted; (7) Contractual Liability with respect to this
Agreement; (8) Broad Form Property Damage; and (9) Independent Consultants
Coverage.
(ii) The policy shall contain no endorsements or
provisions limiting coverage for (1) contractual liability; (2) cross liability exclusion for
claims or suits by one insured against another; or (3) contain any other exclusion
contrary to the Agreement.
(iii) The policy shall give the Commission, its
directors, officials, officers, employees, and agents insured status using ISO
endorsement forms 20 10 10 01 and 20 37 10 01, or endorsements providing the exact
same coverage.
(iv) The additional insured coverage under the
policy shall be “primary and non-contributory” and will not seek contribution from the
Commission’s insurance or self-insurance and shall be at least as broad as CG 20 01
04 13, or endorsements providing the exact same coverage.
(B) Automobile Liability.
(i) The automobile liability policy shall be
endorsed to state that: (1) the Commission, its directors, officials, officers, employees
and agents shall be covered as additional insureds with respect to the ownership,
operation, maintenance, use, loading or unloading of any auto owned, leased, hired or
borrowed by the Consultant or for which the Consultant is responsible; and (2) the
insurance coverage shall be primary insurance as respects the Commission, its
directors, officials, officers, employees and agents, or if excess, shall stand in an
unbroken chain of coverage excess of the Consultant’s scheduled underlying coverage.
Any insurance or self-insurance maintained by the Commission, its directors, officials,
officers, employees and agents shall be excess of the Consultant’s insurance and shall
not be called upon to contribute with it in any way.
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(C) Workers’ Compensation and Employers Liability
Coverage.
(i) Consultant certifies that he/she is aware of the
provisions of Section 3700 of the California Labor Code which requires every employer
to be insured against liability for workers’ compensation or to undertake self-insurance
in accordance with the provisions of that code, and he/she will comply with such
provisions before commencing work under this Agreement.
(ii) The insurer shall agree to waive all rights of
subrogation against the Commission, its directors, officials, officers, employees and
agents for losses paid under the terms of the insurance policy which arise from work
performed by the Consultant.
(D) All Coverages.
(i) Defense costs shall be payable in addition to
the limits set forth hereunder.
(ii) Requirements of specific coverage or limits
contained in this section are not intended as a limitation on coverage, limits, or other
requirement, or a waiver of any coverage normally provided by any insurance. It shall
be a requirement under this Agreement that any available insurance proceeds broader
than or in excess of the specified minimum insurance coverage requirements and/or
limits set forth herein shall be available to the Commission, its directors, officials,
officers, employees and agents as additional insureds under said policies. Furthermore,
the requirements for coverage and limits shall be (1) the minimum coverage and limits
specified in this Agreement; or (2) the broader coverage and maximum limits of
coverage of any Insurance policy or proceeds available to the named insured;
whichever is greater.
(iii) The limits of insurance required in this
Agreement may be satisfied by a combination of primary and umbrella or excess
insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a
provision that such coverage shall also apply on a primary and non-contributory basis
for the benefit of the Commission (if agreed to in a written contract or agreement) before
the Commission’s own insurance or self-insurance shall be called upon to protect it as a
named insured. The umbrella/excess policy shall be provided on a “following form”
basis with coverage at least as broad as provided on the underlying policy(ies).
(iv) Consultant shall provide the Commission at
least thirty (30) days prior written notice of cancellation of any policy required by this
Agreement, except that the Consultant shall provide at least ten (10) days prior written
notice of cancellation of any such policy due to non-payment of premium. If any of the
required coverage is cancelled or expires during the term of this Agreement, the
Consultant shall deliver renewal certificate(s) including the General Liability Additional
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Insured Endorsement to the Commission at least ten (10) days prior to the effective
date of cancellation or expiration.
(v) The retroactive date (if any) of each policy is to
be no later than the effective date of this Agreement. Consultant shall maintain such
coverage continuously for a period of at least three years after the completion of the
work under this Agreement. Consultant shall purchase a one (1) year extended
reporting period A) if the retroactive date is advanced past the effective date of this
Agreement; B) if the policy is cancelled or not renewed; or C) if the policy is replaced by
another claims-made policy with a retroactive date subsequent to the effective date of
this Agreement.
(vi) The foregoing requirements as to the types
and limits of insurance coverage to be maintained by Consultant, and any approval of
said insurance by the Commission, is not intended to and shall not in any manner limit
or qualify the liabilities and obligations otherwise assumed by the Consultant pursuant
to this Agreement, including but not limited to, the provisions concerning
indemnification.
(vii) If at any time during the life of the Agreement,
any policy of insurance required under this Agreement does not comply with these
specifications or is canceled and not replaced, Commission has the right but not the
duty to obtain the insurance it deems necessary and any premium paid by Commission
will be promptly reimbursed by Consultant or Commission will withhold amounts
sufficient to pay premium from Consultant payments. In the alternative, Commission
may cancel this Agreement. The Commission may require the Consultant to provide
complete copies of all insurance policies in effect for the duration of the Project.
(viii) Neither the Commission nor any of its
directors, officials, officers, employees or agents shall be personally responsible for any
liability arising under or by virtue of this Agreement.
3.12.5 Deductibles and Self-Insurance Retentions. Any deductibles
or self-insured retentions must be declared to and approved by the Commission. If the
Commission does not approve the deductibles or self-insured retentions as presented,
Consultant shall guarantee that, at the option of the Commission, either: (1) the insurer
shall reduce or eliminate such deductibles or self-insured retentions as respects the
Commission, its directors, officials, officers, employees and agents; or, (2) the
Consultant shall procure a bond guaranteeing payment of losses and related
investigation costs, claims and administrative and defense expenses.
3.12.6 Acceptability of Insurers. Insurance is to be placed with
insurers with a current A.M. Best’s rating no less than A:VIII, licensed to do business in
California, and satisfactory to the Commission.
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3.12.7 Verification of Coverage. Consultant shall furnish
Commission with original certificates of insurance and endorsements effecting coverage
required by this Agreement on forms satisfactory to the Commission. The certificates
and endorsements for each insurance policy shall be signed by a person authorized by
that insurer to bind coverage on its behalf. All certificates and endorsements must be
received and approved by the Commission before work commences. The Commission
reserves the right to require complete, certified copies of all required insurance policies,
at any time.
3.12.8 Subconsultant Insurance Requirements. Consultant shall
not allow any subcontractors or subconsultants to commence work on any subcontract
until they have provided evidence satisfactory to the Commission that they have
secured all insurance required under this section. Policies of commercial general
liability insurance provided by such subcontractors or subconsultants shall be endorsed
to name the Commission as an additional insured using ISO form CG 20 38 04 13 or an
endorsement providing the exact same coverage. If requested by Consultant, the
Commission may approve different scopes or minimum limits of insurance for particular
subcontractors or subconsultants.
3.13 Safety. Consultant shall execute and maintain its work so as to
avoid injury or damage to any person or property. In carrying out its Services, the
Consultant shall at all times be in compliance with all applicable local, state and federal
laws, rules and regulations, and shall exercise all necessary precautions for the safety
of employees appropriate to the nature of the work and the conditions under which the
work is to be performed. Safety precautions as applicable shall include, but shall not be
limited to: (A) adequate life protection and life saving equipment and procedures; (B)
instructions in accident prevention for all employees and subcontractors, such as safe
walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space
procedures, trenching and shoring, equipment and other safety devices, equipment and
wearing apparel as are necessary or lawfully required to prevent accidents or injuries;
and (C) adequate facilities for the proper inspection and maintenance of all safety
measures.
3.14 Fees and Payment.
3.14.1 Compensation. Consultant shall receive compensation,
including authorized reimbursements, for all Services rendered under this Agreement at
the rates set forth in Exhibit "C" attached hereto. The total compensation shall not
exceed [___INSERT WRITTEN DOLLAR AMOUNT___] ($[___INSERT NUMERICAL
DOLLAR AMOUNT___]) without written approval of Commission's Executive Director
(“Total Compensation”). Extra Work may be authorized, as described below, and if
authorized, will be compensated at the rates and manner set forth in this Agreement.
3.14.2 Payment of Compensation. Consultant shall submit to
Commission a monthly statement which indicates work completed and hours of
Services rendered by Consultant. The statement shall describe the amount of Services
35
and supplies provided since the initial commencement date, or since the start of the
subsequent billing periods, as appropriate, through the date of the statement.
Commission shall, within 45 days of receiving such statement, review the statement and
pay all approved charges thereon.
3.14.3 Reimbursement for Expenses. Consultant shall not be
reimbursed for any expenses unless authorized in writing by Commission.
3.14.4 Extra Work. At any time during the term of this Agreement,
Commission may request that Consultant perform Extra Work. As used herein, "Extra
Work" means any work which is determined by Commission to be necessary for the
proper completion of the Project, but which the parties did not reasonably anticipate
would be necessary at the execution of this Agreement. Consultant shall not perform,
nor be compensated for, Extra Work without written authorization from Commission's
Executive Director.
3.15 Accounting Records. Consultant shall maintain complete and
accurate records with respect to all costs and expenses incurred and fees charged
under this Agreement. All such records shall be clearly identifiable. Consultant shall
allow a representative of Commission during normal business hours to examine, audit,
and make transcripts or copies of such records and any other documents created
pursuant to this Agreement. Consultant shall allow inspection of all work, data,
documents, proceedings, and activities related to the Agreement for a period of three
(3) years from the date of final payment under this Agreement.
3.16 Termination of Agreement.
3.16.1 Grounds for Termination. Commission may, by written
notice to Consultant, terminate the whole or any part of this Agreement at any time and
without cause by giving written notice to Consultant of such termination, and specifying
the effective date thereof. Upon termination, Consultant shall be compensated only for
those services which have been fully and adequately rendered to Commission through
the effective date of the termination, and Consultant shall be entitled to no further
compensation. Consultant may not terminate this Agreement except for cause.
3.16.2 Effect of Termination. If this Agreement is terminated as
provided herein, Commission may require Consultant to provide all finished or
unfinished Documents and Data, as defined below, and other information of any kind
prepared by Consultant in connection with the performance of Services under this
Agreement. Consultant shall be required to provide such document and other
information within fifteen (15) days of the request.
3.16.3 Additional Services. In the event this Agreement is
terminated in whole or in part as provided herein, Commission may procure, upon such
terms and in such manner as it may determine appropriate, services similar to those
terminated.
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3.17 Delivery of Notices. All notices permitted or required under this
Agreement shall be given to the respective parties at the following address, or at such
other address as the respective parties may provide in writing for this purpose:
CONSULTANT: COMMISSION:
HDR Engineering, Inc. Riverside County
2280 Market Street, Suite 100 Transportation Commission
Riverside, CA 92501 4080 Lemon Street, 3rd Floor
Riverside, CA 92501
Attn: JD Douglas Attn: Executive Director
Such notice shall be deemed made when personally delivered or when
mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid
and addressed to the party at its applicable address. Actual notice shall be deemed
adequate notice on the date actual notice occurred, regardless of the method of service.
3.18 Ownership of Materials/Confidentiality.
3.18.1 Documents & Data. This Agreement creates an exclusive
and perpetual license for Commission to copy, use, modify, reuse, or sub-license any
and all copyrights and designs embodied in plans, specifications, studies, drawings,
estimates, materials, data and other documents or works of authorship fixed in any
tangible medium of expression, including but not limited to, physical drawings or data
magnetically or otherwise recorded on computer diskettes, which are prepared or
caused to be prepared by Consultant under this Agreement (“Documents & Data”).
Consultant shall require all subcontractors to agree in writing that
Commission is granted an exclusive and perpetual license for any Documents & Data
the subcontractor prepares under this Agreement.
Consultant represents and warrants that Consultant has the legal
right to grant the exclusive and perpetual license for all such Documents & Data.
Consultant makes no such representation and warranty in regard to Documents & Data
which were prepared by design professionals other than Consultant or provided to
Consultant by the Commission.
Commission shall not be limited in any way in its use of the
Documents & Data at any time, provided that any such use not within the purposes
intended by this Agreement shall be at Commission’s sole risk.
3.18.2 Intellectual Property. In addition, Commission shall have
and retain all right, title and interest (including copyright, patent, trade secret and other
proprietary rights) in all plans, specifications, studies, drawings, estimates, materials,
data, computer programs or software and source code, enhancements, documents, and
37
any and all works of authorship fixed in any tangible medium or expression, including
but not limited to, physical drawings or other data magnetically or otherwise recorded on
computer media (“Intellectual Property”) prepared or developed by or on behalf of
Consultant under this Agreement as well as any other such Intellectual Property
prepared or developed by or on behalf of Consultant under this Agreement.
The Commission shall have and retain all right, title and interest in
Intellectual Property developed or modified under this Agreement whether or not paid
for wholly or in part by Commission, whether or not developed in conjunction with
Consultant, and whether or not developed by Consultant. Consultant will execute
separate written assignments of any and all rights to the above referenced Intellectual
Property upon request of Commission.
Consultant shall also be responsible to obtain in writing separate
written assignments from any subcontractors or agents of Consultant of any and all right
to the above referenced Intellectual Property. Should Consultant, either during or
following termination of this Agreement, desire to use any of the above-referenced
Intellectual Property, it shall first obtain the written approval of the Commission.
All materials and documents which were developed or prepared by
the Consultant for general use prior to the execution of this Agreement and which are
not the copyright of any other party or publicly available and any other computer
applications, shall continue to be the property of the Consultant. However, unless
otherwise identified and stated prior to execution of this Agreement, Consultant
represents and warrants that it has the right to grant the exclusive and perpetual license
for all such Intellectual Property as provided herein.
Commission further is granted by Consultant a non-exclusive and
perpetual license to copy, use, modify or sub-license any and all Intellectual Property
otherwise owned by Consultant which is the basis or foundation for any derivative,
collective, insurrectional, or supplemental work created under this Agreement.
3.18.3 Confidentiality. All ideas, memoranda, specifications, plans,
procedures, drawings, descriptions, computer program data, input record data, written
information, and other Documents and Data either created by or provided to Consultant
in connection with the performance of this Agreement shall be held confidential by
Consultant. Such materials shall not, without the prior written consent of Commission,
be used by Consultant for any purposes other than the performance of the Services.
Nor shall such materials be disclosed to any person or entity not connected with the
performance of the Services or the Project. Nothing furnished to Consultant which is
otherwise known to Consultant or is generally known, or has become known, to the
related industry shall be deemed confidential. Consultant shall not use Commission's
name or insignia, photographs of the Project, or any publicity pertaining to the Services
or the Project in any magazine, trade paper, newspaper, television or radio production
or other similar medium without the prior written consent of Commission.
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Should Consultant receive a subpoena or court order related to this
Agreement, the Services or the Project, Consultant shall immediately provide written
notice of the subpoena or court order to the Commission in order to allow the
Commission to pursue legal remedies designed to limit any confidential information
required to be disclosed or to assure the confidential treatment of the information
following disclosure. Consultant shall not respond to any such subpoena or court order
until notice to the Commission is provided as required herein, and shall cooperate with
the Commission in responding to the subpoena or court order.
3.18.4 Infringement Indemnification. Consultant shall defend,
indemnify and hold the Commission, its directors, officials, officers, employees,
volunteers and agents free and harmless, pursuant to the indemnification provisions of
this Agreement, for any alleged infringement of any patent, copyright, trade secret, trade
name, trademark, or any other proprietary right of any person or entity in consequence
of the use on the Project by Commission of the Documents & Data, including any
method, process, product, or concept specified or depicted.
3.19 Cooperation; Further Acts. The Parties shall fully cooperate with
one another, and shall take any additional acts or sign any additional documents as
may be necessary, appropriate or convenient to attain the purposes of this Agreement.
3.20 Attorney's Fees. If either party commences an action against the
other party, either legal, administrative or otherwise, arising out of or in connection with
this Agreement, the prevailing party in such litigation shall be entitled to have and
recover from the losing party reasonable attorney's fees and costs of such actions.
3.21 Indemnification. Consultant shall defend, indemnify and hold the
Commission, its directors, officials, officers, agents, consultants, employees and
volunteers free and harmless from any and all claims, demands, causes of action,
costs, expenses, liabilities, losses, damages or injuries, in law or in equity, to property or
persons, including wrongful death, in any manner arising out of or incident to any
alleged negligent acts, omissions or willful misconduct of the Consultant, its officials,
officers, employees, agents, consultants, and contractors arising out of or in connection
with the performance of the Services, the Project or this Agreement, including without
limitation, the payment of all consequential damages, attorneys fees and other related
costs and expenses. Consultant shall defend, at Consultant’s own cost, expense and
risk, any and all such aforesaid suits, actions or other legal proceedings of every kind
that may be brought or instituted against the Commission, its directors, officials, officers,
agents, consultants, employees and volunteers. Consultant shall pay and satisfy any
judgment, award or decree that may be rendered against the Commission or its
directors, officials, officers, agents, consultants, employees and volunteers, in any such
suit, action or other legal proceeding. Consultant shall reimburse the Commission and
its directors, officials, officers, agents, consultants, employees and volunteers, for any
and all legal expenses and costs, including reasonable attorney’s fees, incurred by each
of them in connection therewith or in enforcing the indemnity herein provided.
Consultant’s obligation to indemnity shall not be restricted to insurance proceeds, if any,
39
received by the Commission or its directors, officials, officers, agents, consultants,
employees and volunteers. Notwithstanding the foregoing, to the extent Consultant's
Services are subject to Civil Code Section 2782.8, the above indemnity shall be limited,
to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain
to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.
This Section 3.21 shall survive any expiration or termination of this Agreement.
3.22 Entire Agreement. This Agreement contains the entire Agreement
of the parties with respect to the subject matter hereof, and supersedes all prior
negotiations, understandings or agreements. This Agreement may only be
supplemented, amended, or modified by a writing signed by both parties.
3.23 Governing Law. This Agreement shall be governed by the laws of
the State of California. Venue shall be in Riverside County.
3.24 Time of Essence. Time is of the essence for each and every
provision of this Agreement.
3.25 Commission's Right to Employ Other Consultants. The
Commission reserves the right to employ other consultants in connection with this
Project.
3.26 Successors and Assigns. This Agreement shall be binding on the
successors and assigns of the parties, and shall not be assigned by Consultant without
the prior written consent of Commission.
3.27 Prohibited Interests and Conflicts.
3.27.1 Solicitation. Consultant maintains and warrants that it has
not employed nor retained any company or person, other than a bona fide employee
working solely for Consultant, to solicit or secure this Agreement. Further, Consultant
warrants that it has not paid nor has it agreed to pay any company or person, other than
a bona fide employee working solely for Consultant, any fee, commission, percentage,
brokerage fee, gift or other consideration contingent upon or resulting from the award or
making of this Agreement. For breach or violation of this warranty, Commission shall
have the right to rescind this Agreement without liability.
3.27.2 Conflict of Interest. For the term of this Agreement, no
member, officer or employee of Commission, during the term of his or her service with
Commission, shall have any direct interest in this Agreement, or obtain any present or
anticipated material benefit arising therefrom.
3.27.3 Conflict of Employment. Employment by the Consultant of
personnel currently on the payroll of the Commission shall not be permitted in the
performance of this Agreement, even though such employment may occur outside of
40
the employee’s regular working hours or on weekends, holidays or vacation time.
Further, the employment by the Consultant of personnel who have been on the
Commission payroll within one year prior to the date of execution of this Agreement,
where this employment is caused by and or dependent upon the Consultant securing
this or related Agreements with the Commission, is prohibited.
3.27.4 Employment Adverse to the Commission. Consultant shall
notify the Commission, and shall obtain the Commission’s written consent, prior to
accepting work to assist with or participate in a third-party lawsuit or other legal or
administrative proceeding against the Commission during the term of this Agreement.
3.28 Equal Opportunity Employment. Consultant represents that it is an
equal opportunity employer and it shall not discriminate against any employee or
applicant for employment because of race, religion, color, national origin, ancestry, sex
or age. Such non-discrimination shall include, but not be limited to, all activities related
to initial employment, upgrading, demotion, transfer, recruitment or recruitment
advertising, layoff or termination. Consultant shall also comply with all relevant provi-
sions of Commission's Disadvantaged Business Enterprise program, Affirmative Action
Plan or other related Commission programs or guidelines currently in effect or
hereinafter enacted.
3.29 Subcontracting. Consultant shall not subcontract any portion of the
work or Services required by this Agreement, except as expressly stated herein, without
prior written approval of the Commission. Subcontracts, if any, shall contain a provision
making them subject to all provisions stipulated in this Agreement.
3.30 Prevailing Wages. By its execution of this Agreement, Consultant
certified that it is aware of the requirements of California Labor Code Sections 1720 et
seq. and 1770 et seq., as well as California Code of Regulations, Title 8, Section 16000
et seq. (“Prevailing Wage Laws”), which require the payment of prevailing wage rates
and the performance of other requirements on certain “public works” and “maintenance”
projects. If the Services are being performed as part of an applicable “public works” or
“maintenance” project, as defined by the Prevailing Wage Laws, and if the total
compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing
Wage Laws. The Commission shall provide Consultant with a copy of the prevailing
rate of per diem wages in effect at the commencement of this Agreement. Consultant
shall make copies of the prevailing rates of per diem wages for each craft, classification
or type of worker needed to execute the Services available to interested parties upon
request, and shall post copies at the Consultant's principal place of business and at the
project site. Consultant shall defend, indemnify and hold the Commission, its elected
officials, officers, employees and agents free and harmless from any claims, liabilities,
costs, penalties or interest arising out of any failure or alleged failure to comply with the
Prevailing Wage Laws.
3.31 Employment of Apprentices. This Agreement shall not prevent the
employment of properly indentured apprentices in accordance with the California Labor
41
Code, and no employer or labor union shall refuse to accept otherwise qualified
employees as indentured apprentices on the work performed hereunder solely on the
ground of race, creed, national origin, ancestry, color or sex. Every qualified apprentice
shall be paid the standard wage paid to apprentices under the regulations of the craft or
trade in which he or she is employed and shall be employed only in the craft or trade to
which he or she is registered.
If California Labor Code Section 1777.5 applies to the Services,
Consultant and any subcontractor hereunder who employs workers in any
apprenticeable craft or trade shall apply to the joint apprenticeship council administering
applicable standards for a certificate approving Consultant or any sub-consultant for the
employment and training of apprentices. Upon issuance of this certificate, Consultant
and any sub-consultant shall employ the number of apprentices provided for therein, as
well as contribute to the fund to administer the apprenticeship program in each craft or
trade in the area of the work hereunder.
The parties expressly understand that the responsibility for compliance
with provisions of this Section and with Sections 1777.5, 1777.6 and 1777.7 of the
California Labor Code in regard to all apprenticeable occupations lies with Consultant.
3.32 No Waiver. Failure of Commission to insist on any one occasion
upon strict compliance with any of the terms, covenants or conditions hereof shall not
be deemed a waiver of such term, covenant or condition, nor shall any waiver or
relinquishment of any rights or powers hereunder at any one time or more times be
deemed a waiver or relinquishment of such other right or power at any other time or
times.
3.33 Eight-Hour Law. Pursuant to the provisions of the California Labor
Code, eight hours of labor shall constitute a legal day's work, and the time of service of
any worker employed on the work shall be limited and restricted to eight hours during
any one calendar day, and forty hours in any one calendar week, except when payment
for overtime is made at not less than one and one-half the basic rate for all hours
worked in excess of eight hours per day ("Eight-Hour Law"), unless Consultant or the
Services are not subject to the Eight-Hour Law. Consultant shall forfeit to Commission
as a penalty, $50.00 for each worker employed in the execution of this Agreement by
him, or by any sub-consultant under him, for each calendar day during which such
workman is required or permitted to work more than eight hours in any calendar day
and forty hours in any one calendar week without such compensation for overtime
violation of the provisions of the California Labor Code, unless Consultant or the
Services are not subject to the Eight-Hour Law.
3.34 Subpoenas or Court Orders. Should Consultant receive a
subpoena or court order related to this Agreement, the Services or the Project,
Consultant shall immediately provide written notice of the subpoena or court order to the
Commission. Consultant shall not respond to any such subpoena or court order until
notice to the Commission is provided as required herein, and shall cooperate with the
Commission in responding to the subpoena or court order.
42
3.35 Survival. All rights and obligations hereunder that by their nature
are to continue after any expiration or termination of this Agreement, including, but not
limited to, the indemnification and confidentiality obligations, and the obligations related
to receipt of subpoenas or court orders, shall survive any such expiration or termination.
3.36 No Third Party Beneficiaries. There are no intended third party
beneficiaries of any right or obligation assumed by the Parties.
3.37 Labor Certification. By its signature hereunder, Consultant certifies
that it is aware of the provisions of Section 3700 of the California Labor Code which
require every employer to be insured against liability for Workers’ Compensation or to
undertake self-insurance in accordance with the provisions of that Code, and agrees to
comply with such provisions before commencing the performance of the Services.
3.38 Counterparts. This Agreement may be signed in counterparts,
each of which shall constitute an original.
3.39 Incorporation of Recitals. The recitals set forth above are true and
correct and are incorporated into this Agreement as though fully set forth herein.
3.40 Invalidity; Severability. If any portion of this Agreement is declared
invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the
remaining provisions shall continue in full force and effect.
3.41 Conflicting Provisions. In the event that provisions of any attached
exhibits conflict in any way with the provisions set forth in this Agreement, the language,
terms and conditions contained in this Agreement shall control the actions and
obligations of the Parties and the interpretation of the Parties’ understanding concerning
the performance of the Services.
3.42 Headings. Article and Section Headings, paragraph captions or
marginal headings contained in this Agreement are for convenience only and shall have
no effect in the construction or interpretation of any provision herein.
3.43 Assignment or Transfer. Consultant shall not assign, hypothecate,
or transfer, either directly or by operation of law, this Agreement or any interest herein,
without the prior written consent of the Commission. Any attempt to do so shall be null
and void, and any assignees, hypothecates or transferees shall acquire no right or
interest by reason of such attempted assignment, hypothecation or transfer.
3.44 Authority to Enter Agreement. Consultant has all requisite power
and authority to conduct its business and to execute, deliver, and perform the
Agreement. Each Party warrants that the individuals who have signed this Agreement
have the legal power, right, and authority to make this Agreement and bind each
respective Party.
43
[SIGNATURES ON FOLLOWING PAGE]
44
SIGNATURE PAGE
TO
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
AGREEMENT FOR STRATEGIC ASSESSMENT
WITH HDR ENGINEERING, INC.
IN WITNESS WHEREOF, this Agreement was executed on the date first
written above.
RIVERSIDE COUNTY HDR ENGINEERING, INC.
TRANSPORTATION COMMISSION
By: __________________________ By: ____________________________
Daryl R. Busch Signature
Chair
___________________________
Name
____________________________
Title
Approved as to Form: Attest:
By: ____________________________ By: ________________________
Best Best & Krieger LLP
General Counsel Its: Secretary
45
EXHIBIT "A"
SCOPE OF SERVICES
[___INSERT___]
46
EXHIBIT "B"
SCHEDULE OF SERVICES
[___INSERT___]
47
EXHIBIT "C"
COMPENSATION
[___INSERT___]
48
AGENDA ITEM 10
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
DATE: April 27, 2015
TO: Budget and Implementation Committee
FROM: Aaron Hake, Government Relations Manager
THROUGH: John Standiford, Deputy Executive Director
SUBJECT: State Legislation
STAFF RECOMMENDATION:
This item is for the Committee to:
1) Adopt the following positions on state legislation:
a) SB 608 (Liu) – Oppose;
b) SB 516 (Fuller) – Support In Concept; and
2) Forward to the Commission for final action.
BACKGROUND INFORMATION:
SB 608 (Liu) – Staff Recommendation: Oppose
This bill is known as the “Right to Rest Act” and is similar to AB 5 (Ammiano), the “Homeless Bill
of Rights,” which the Commission opposed in 2013. While the Commission respects the
difficulty of remedying issues related to homelessness, SB 608 imposes a number of constraints
on the Commission related to ensuring public health and safety at its Metrolink stations.
The intent of SB 608 is to “afford persons experiencing homelessness the right to use public
space without discrimination based on their housing status.” In doing so, the bill provides for
the following rights to persons and provides for a $1,000 fine for any law enforcement action
that infringes on these rights:
• Use and to move freely in public spaces;
• Rest in public spaces and to protect oneself from the elements;
• Eat in any public space in which having food is not prohibited;
• Perform religious observances in public spaces; and
• Occupy a motor vehicle or a recreational vehicle legally parked or parked with the
permission of the property owner.
While on face value these proposed rights may seem logical, the expansive terminology within
the bill defines a “homeless person” as:
Agenda Item 10
49
I n d i v i d u a l s a n d m e m b e r s o f f a m i l i e s w h o h a v e a p r i m a r y n i g h t t i m e r e s i d e n c e t h a t i s a
p u b l i c o r p r i v a t e p l a c e n o t d e s i g n e d f o r o r o r d i n a r i l y u s e d a s a r e g u l a r s l e e p i n g
a c c o m m o d a t i o n f o r h u m a n b e i n g s , i n c l u d i n g a c a r , p a r k , a b a n d o n e d b u i l d i n g , b u s o r
t r a i n s t a t i o n , a i r p o r t , o r c a m p i n g g r o u n d .
A c c o r d i n g t o t h i s d e f i n i t i o n , S B 6 0 8 a f f o r d s h o m e l e s s p e r s o n s t h e r i g h t t o a s s u m e r e s i d e n c y o n
p u b l i c p r o p e r t y , s p e c i f i c a l l y i n c l u d i n g t r a i n s t a t i o n s . T h e b i l l w o u l d e x p o s e t h e C o m m i s s i o n t o
l i t i g a t i o n a n d f i n e s f o r e n f o r c i n g i t s a d o p t e d C o d e o f C o n d u c t , t h e r e f o r e a l l o w i n g p e r s o n s t o
s l e e p a n d r e s i d e o n s t a t i o n p r o p e r t y . T h e C o d e o f C o n d u c t r e a d s a s f o l l o w s , i n e x c e r p t :
P A R K I N G : S t a t i o n p a r k i n g i s f o r T r a i n P a s s e n g e r s O n l y , u n l e s s o t h e r w i s e s p e c i f i e d . P a r k a t y o u r
o w n r i s k : R C T C , M e t r o l i n k , a n d A m t r a k a r e n o t r e s p o n s i b l e f o r t h e f t o f o r d a m a g e t o p r o p e r t y .
U t i l i z e d e s i g n a t e d p a r k i n g a r e a s o n l y . V i o l a t o r s a r e s u b j e c t t o t o w a t t h e v e h i c l e o w n e r s
e x p e n s e . E r r a t i c o r c a r e l e s s d r i v i n g i n s t a t i o n p a r k i n g a r e a s i s p r o h i b i t e d .
L O I T E R I N G : U s e o f t h i s f a c i l i t y i s l i m i t e d t o s t a t i o n p a t r o n s o n l y . L o i t e r i n g i s s t r i c t l y p r o h i b i t e d .
S O L I C I T A T I O N : S o l i c i t a t i o n o f a n y k i n d w i t h o u t p r i o r w r i t t e n p e r m i s s i o n o f s t a t i o n m a n a g e m e n t
i s s t r i c t l y p r o h i b i t e d .
A n y o t h e r u n a c c e p t a b l e b e h a v i o r t h a t c o n s t i t u t e s o r c a u s e s a n u i s a n c e , a d i s t u r b a n c e , o r h a r m
o r a t h r e a t o f h a r m i s p r o h i b i t e d .
F a i l u r e t o o b e y t h e s e g u i d e l i n e s o r t o c o m p l y w i t h l a w f u l a n d r e a s o n a b l e r e q u e s t s b y t h e s t a t i o n
m a n a g e m e n t , p o l i c e o r s e c u r i t y w i l l r e s u l t i n y o u r b e i n g a s k e d t o l e a v e t h e s t a t i o n . I f y o u r e f u s e
t o l e a v e , y o u m a y b e a r r e s t e d a n d p r o s e c u t e d f o r c r i m i n a l t r e s p a s s .
P a r t i c u l a r l y a t t h e R i v e r s i d e D o w n t o w n S t a t i o n , t h e C o m m i s s i o n s p r i v a t e s e c u r i t y s e r v i c e
r e p o r t e d s i g n i f i c a n t p r o b l e m s c r e a t e d b y h o m e l e s s p e r s o n s , i n c l u d i n g b u t n o t l i m i t e d t o :
" H a r a s s m e n t o f p a s s e n g e r s v i a p a n h a n d l i n g a n d a g g r e s s i v e , o b s c e n e b e h a v i o r ;
" F i r e s b e i n g l i t i n t h e r a i l r o a d r i g h t - o f - w a y ;
" V a n d a l i s m o f p o r t a b l e r e s t r o o m s , e l e v a t o r s a n d o t h e r p r o p e r t y ; a n d
" P u b l i c u r i n a t i o n a n d d e f e c a t i o n .
C l o s e d c i r c u i t t e l e v i s i o n ( C C T V ) c a m e r a s a t t h e s t a t i o n r e g u l a r l y c a p t u r e t h e a b o v e t y p e s o f
i n c i d e n t s , a n d m o r e . I n m a n y c a s e s , t h e s e i n c i d e n t s d e g r a d e t h e l e v e l o f s e r v i c e a n d s a f e t y
p r o v i d e d t o t h e p u b l i c w h e n f a c i l i t i e s a r e p l a c e d o u t o f o r d e r o r a r e a s m a d e i n a c c e s s i b l e . A l s o ,
i n m a n y c a s e s R i v e r s i d e P o l i c e a n d F i r e D e p a r t m e n t s a r e d i s p a t c h e d t o r e s p o n d , a d d i n g
i n c r e a s e d b u r d e n s t o m u n i c i p a l s e r v i c e s . S B 6 0 8 w o u l d f u r t h e r h a m p e r t h e C o m m i s s i o n s
a b i l i t y t o m a i n t a i n i t s s t a t i o n s f o r t h e i r i n t e n d e d p u r p o s e t o p r o v i d e s a f e a n d r e l i a b l e
c o m m u t e r t r a n s p o r t a t i o n t o t h e r e s i d e n t s o f R i v e r s i d e C o u n t y .
S t a f f i s o p e n t o w o r k i n g w i t h t h e c i t y o f R i v e r s i d e s H o m e l e s s T a s k F o r c e a n d o t h e r i n i t i a t i v e s ;
h o w e v e r , s t a f f s t r o n g l y b e l i e v e s t h a t p u b l i c s a f e t y , p u b l i c s e r v i c e s , a n d p u b l i c p r o p e r t y s h o u l d
n o t b e f u r t h e r c o m p r o m i s e d .
A g e n d a I t e m 1 0
5 0
The bill is opposed by the California League of Cities, the California State Sheriff’s Association,
the California Chamber of Commerce and several other agencies. The bill’s supporters include
several dozen social justice and legal advocacy nonprofits throughout the state.
SB 608 is being brought to the Commission for an oppose position because the Commission’s
adopted legislative platform does not speak to this particular issue.
SB 516 (Fuller) – Staff Recommendation: Support If Amended
This bill is sponsored by the Kern Council of Governments (Kern COG) and is intended to
provide additional flexibility for transportation agencies such as the Commission to implement
motorist aid and safety services with the one dollar per vehicle registration fee the Commission
receives from vehicles registered within the county. As technology is rapidly changing the
methods by which motorists receive information and assistance on the roadway, Commission
staff and many other transportation professionals across the state see the need to modernize
the state’s approach. Under current law, the priority for motorist aid is focused on call boxes;
however other motorist services are permitted after call box needs are met. This bill would
explicitly expand the list of eligible expenditure of the one dollar registration fee and
thematically direct the program towards a more comprehensive motorist aid and roadway
safety system. Specifically, the bill adds to the list of eligible projects:
• Traveler information systems;
• Intelligent Transportation System architecture and infrastructure and other
transportation demand management services; and
• Litter and debris removal.
In 1986, the Commission established itself as the Riverside County Service Authority for
Freeway Emergencies (RC SAFE) after the enactment of SB 1199 in 1985. Funding for SAFE is
derived from a one dollar per vehicle registration fee on vehicles registered in the county. The
Commission, acting in its capacity as the RC SAFE, operated a system of call boxes along the
freeways and highways in Riverside County since 1990. At its peak, the call box program had
1,149 call boxes in operation throughout Riverside County. With the advancement of
technology and the proliferation of cellular phone owners over the past several years, the
Commission took steps to reduce the number of call boxes in the Riverside County system. The
reduction of call boxes over time to nearly half of its peak number led to significant cost
savings, in addition to a more efficient operation of the call box program. The Commission
currently operates and maintains 597 call boxes. Over the past two decades, the RC SAFE
program expanded to include Freeway Service Patrol and Inland Empire 511 traveler
information services as part of a comprehensive motorist aid system in Riverside County.
In an effort to clarify and expand upon the initial legislation, minor revisions to SB 516 are being
proposed. Notable revisions include: clarification of language to ensure local control over SAFE
revenues; clarification of language on the rolls of the California Department of Transportation
Agenda Item 10
51
and the California Highway Patrol with regard to reviewing and approving call box plans; and
expansion of language that identifies potential uses of SAFE revenues.
The proposed amendments to SB 516 will allow for greater flexibility in the way RC SAFE uses
SAFE revenues. As call box call volumes continue to decrease with each passing year, this
amended legislation will allow RC SAFE to implement more relevant programs and services
throughout the county.
While the bill’s intent is consistent with the Commission’s adopted legislative platform (quoted
below), staff felt compelled to bring the bill to the Commission to ensure the Commission’s
position is conditioned on satisfactory amendments.
Commission platform excerpt:
• Support programs and policies that support investments in new technologies that
promote ridesharing, traffic information, and commuter assistance.
Review of Legislation Consistent With Commission Platform
At the Assembly Transportation Committee hearing on April 13, the Commission testified in
support of AB 1265 (Perea), which would extend the sunset date of California’s public-private
partnership law. The bill is consistent with the Commission’s platform which states:
• Support the availability of project delivery tools such as design-build, construction
manager/general contractor, and public-private partnerships by the Commission, the
state, federal agencies, and other infrastructure agencies. Oppose efforts to add
barriers to effective implementation of such tools.
Agenda Item 10
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