HomeMy WebLinkAboutStaff Report 3.E 03/21/2005CITY OF PETALUMA, CALIFORNIA March 21, 2005
AGENDA BILL
Agenda Title: Resolution Authorizing the Filing of an Application Meeting Date: March 21, 2005
with the Metropolitan Transportation Commission for Allocation of
Transportation Development Act/ State Transit Assistance Funds for
the City's Transit System for FY 2005/2006 Meeting Time: ® 3:00 PM
❑ 7:00 PM
Category (check one): ® Consent Calendar ❑ Public Hearing ❑ New Business
❑ Unfinished Business ❑ Presentation
Department:
Director:
Contact Person:
Phone Number:
Administrative
J. Netter
James Ryan
778-4421
Services/Transit
Cost of Proposal:
Account Number: 3397 Fixed
TDA
$1,999,588
(Estimate)
Route, 3398 Paratransit
STA
$ 132,589
(Estimate)
Name of Fund: Fixed Route 6000
TDA Carryover
$1,676,440
(Estimate)
Paratransit 6400
Amount Budgeted:
-0-
Attachments to Agenda Packet Item:
1. City of Petaluma, TDA Coordinated Claim (Preliminary Draft) (Exhibit A)
2. City of Petaluma, STA Projected Distribution (Preliminary Draft) (Exhibit B)
3. Resolution
Summary Statement:
This application is part of the county -wide consolidated claim. All transit systems, county -wide, must
coordinate their claims to receive funding from the MTC. This claim is the source of funds used to operate
fixed route and paratransit buses. Although there are funds requested in this claim, this is not a budget
request. The budget for transit begins after the funding has been secured.
Recommended City Council Action/Suggested Motion:
Approve resolution for TDA and STA funding.
Reviewed by Finance Director:
Date:
Today's Date:
February 23, 2005
Reviewed by City Attornev:
.Date:
e
f
Revision #' and bate Revised:
Approved by City Manager:
Date:
4,
File Code:
CITY OF PETALUMA, CALIFORNIA
MARCH 21, 2005
RESOLUTION AUTHORIZING THE FILING OF AN APPLICATION WITH THE METROPOLITAN
TRANSPORTATION COMMISSION FOR ALLOCATION OF TRANSPORTATION DEVELOPMENT ACT/
STATE TRANSIT ASSISTANCE FUNDS FOR THE CITY'S TRANSIT SYSTEM FOR FY 2005/2006
1. EXECUTIVE SUMMARY:
This application is part of the county -wide consolidated claim. All transit systems,
county -wide, must coordinate their claims to receive funding from the MTC. This claim
is the source of funds used to operate fixed route and paratransit buses. Although there
are funds requested in this claim, this is not a budget request. The budget for transit
begins after the funding has been secured.
2. BACKGROUND:
The TDA creates a local transportation fund in each county for the transportation
purposes specified in the Act. Revenue is derived from one-fourth cent sales tax and is
returned by the State Board of Equalization to each county in the amount of tax collected
in the county and is disbursed according to population. Payments are made by the
County Auditor, but only in accordance with written allocation instructions issued by
MTC. This application is part of the county -wide consolidated claim. All transit systems
county -wide must coordinate their claims to receive funding from MTC. This claim is
the main source of funds used to operate fixed route service and paratransit service in
Petaluma. Although there are funds to be requested in this claim, this is not a budget
request. The City's budget process begins after the TDA and STA funding has been
secured. The estimated FY 2005-2006 TDA balance of funds for Petaluma is
$1,999,588. The estimated FY 2005-2006 STA balance of funds for Petaluma is
$132,589.
3. ALTERNATIVES:
1. Approve resolution authorizing the filing for funds.
2. Do not approve resolution.
4. FINANCIAL IMPACTS:
What do the TDA and STA funding sources mean to public transit in Petaluma?
From the State, Petaluma received $1,999,588 as its share of the population -based TDA
funds. From that amount, MTD Administration, MTC Planning, the Sonoma County
2
Administrator and Article 3 (including 2.0% for Pedestrian/Bicycle Funding) take their
cut.
From there, Petaluma also pays 27.8% to Golden Gate Transit for regional service to
Marin and San Francisco, and 9% of its remaining TDA funds go to Sonoma County
Transit routes 44/48 and SCT paratransit service.
This leaves Petaluma with an estimated $1,270,340. Preliminary budget projections put
fixed route transit costs at about $1,100,000, less 10% for fare box recovery for FY2005-
2006.
Paratransit costs are projected to be about $400,000, less 10% for fare box recovery. For
paratransit service, STA funds will cover $108,657, and TDA funds will cover the
remaining cost.
STA funding (percentage of tax on diesel fuel) is part of the Governor's budget and is
discretionary. STA funds have traditionally gone toward paratransit service in Petaluma.
STA distribution is at the discretion of the Governor.
Any TDA funds not claimed for transit are deposited in a carryover fund. At this time,
Petaluma retains about $1,676,440.
Historically, Petaluma has claimed these funds for capital purchases, such as engine
packages, transmissions and transit shelter maintenance. We have also claimed this TDA
carryover as matching funds for larger projects, such as the recently purchased fixed
route buses and the transit facility remodel project. This year, Petaluma is projected to
claim about $237,000.
5. CONCLUSION:
TDA and STA funds are critical to Petaluma's transit operations. Without this funding,
services would be curtailed, or cease altogether.
6. OUTCOMES OR PERFORMANCE MEASUREMENTS THAT WILL IDENTIFY SUCCESS OR,
COMPLETION:
Submittal to Metropolitan Transportation Commission (MTC) and approval by MTC
Grant Review and Allocation Committee.
7. RECOMMENDATION:
Approve resolution for TDA and STA funding.
s/transit\agendas\TDA-STA
3
MIT,4t' mk4r"T PITT
^ Per MTC Fund Distribution dated February 25, 2004. Claimants should confirm fund balances with MTC prior to riling a claim. Funds available are subject to revisions by tvfI C and negotiations between enfities.
Does not reflect City of Healdsburg TDA claim processed by MSC 1-05.
( eas re'"NIh Tr- sfrftujpn
Projected Total Measure M Funds Available - FY 2006 1090!
eauee isti;:u ionto.;:Tra;tsl o ..
Distribution for Bicycle & Pedestrian Projects (4%) 716,000
Distribution to SMART (5%) 895,000
- Distribution to Transit Operators (10%) 1,790,000
Healdsburg Transit
2.4533%
C/D.
E.+/-
F.
' . .
Prior -Year
-
Sonoma County Transit
A.
G.
B.
FY 2005-06
FY 2004-05
MTC
FY 2003-04
FY 2005-06
FY 2005-06
FY 2005-06
FY 2005-06
r e
TDA
'
TDA
Revenue
Prior -Year
Interest
Contributions
Contributions
Contract
Contributions to
t+ °
Funds
Agency
Apportionment
Adjustment
Interest Adj.
Revenue
to GGT
to SC'r
Services
SC Paratransit
Available'
• ^
Cloverdale
$283,484
$4,478
$0
$0
($26,591)
($133,971)
($93,907)
($33,493)
$0
$0
$0
Cotati
251,290
4,105
0
0
(72,246)
(114,418)
(32,101)
(36,630)
0
0
Healdsburg
414,941
6,837
0
2,418
(38,921)
(190,154)
---
(47,538)
147,582
163,122
310,705 "
Petaluma
1,999,588
33,437
0
45,543
(574,882)
(194,455)
---
(38,891)
1,270,340
1,676,440
2,946,780
Rohnert Park
1,507,739
25,406
0
0
(433,475)
(329,962)
(549,773)
(219,934)
0
0
0
Santa Rosa
5,523,012
92,249
0
260,692
(1,380,753)
--
--
---
4,495,200
9,196,050
13,691,250
Sebastopol
277,224
4,657
0
0
(26,004)
(101,086)
(103,616)
(51,176)
i (0)
i
0
(0)
Sonoma
346,083
5,642
0
0
(32,463)
(102,801)
(152,609)
(63,852)
0
0
0
Windsor
887,116
14,628
0
0
(83,211)
(445,231)
(209,595)
(163,706)
( 0
0
0
County
5,422,854
90,801
0
33,591
(1,559,070)
1,612,078
1,141,602
655,220
7,397,075
1,845,402
9,242,477
GGT
-
94,080
0
136
4,227,616
-
4321,832 832
66,147
4,387 979
r .ir., :
0° =r
320 6$ -. - ... _ r .._ _... . _ _.
✓
1 2941 2' 0'. 9'1 2
r63 0, 1
$._ .. - 2..Q3 , ..._ _. - . ,1$ . $3 , .Z . 9
^ Per MTC Fund Distribution dated February 25, 2004. Claimants should confirm fund balances with MTC prior to riling a claim. Funds available are subject to revisions by tvfI C and negotiations between enfities.
Does not reflect City of Healdsburg TDA claim processed by MSC 1-05.
( eas re'"NIh Tr- sfrftujpn
Projected Total Measure M Funds Available - FY 2006 1090!
eauee isti;:u ionto.;:Tra;tsl o ..
Distribution for Bicycle & Pedestrian Projects (4%) 716,000
Distribution to SMART (5%) 895,000
- Distribution to Transit Operators (10%) 1,790,000
Sonoma County TDA Coordinated Claim Page 5 of 5
f
Healdsburg Transit
2.4533%
Petaluma Transit
11.8226%
Santa Rosa CityBus
32.6548%
r-yw'V;521:
Sonoma County Transit
53.0693°!°
j°_'''1` +'x'349{94V
Sonoma County TDA Coordinated Claim Page 5 of 5
f
Entity Population* % Population I STA Population] . . ..Regional Paratransit) Revenue Based STA
Cloverdale
7,925
1.6761%
$15,149
----
---- '
Cotati
7,025
1.4858%
13,428
----
----
Healdsburg
11,600
2.4533%
22,174
----
1,233
Petaluma
55,900
11.8226%
( 106,854
$25,612
123
Rohnert Park
42,150
8.9145%
80,571
----
----
Santa Rosa
154,400
32.6548%
295,1.40
70,741
36,329 {
Sebastopol
7,750
1.6391%
14,814
----
-- j
Sonoma
9,675
2.0462%
18;494
----
----
Windsor
24,800
5.2451%
47,406
----
----
County
151,600
32.0626%289
787
12 ,281
0
41 369
4.t.
.T
IJ , , K, n.f .1 ri .
y' p.
. �}"„ r.:t�.y .r• y `. S.:V ..! 7 L ,2 A
M � 054
- California Department of Finance - January 1, 2004 - Based on published population by entity.
Sonoma Countj STA Coordinated Claim
METROPOLITAN TRANSPORTATION COMMISSION FOR
ALLOCATION OF TRANSPORTATION DEVELOPMENT ACT/STATE
TRANSIT ASSISTANCE FUNDS FOR THE CITY'S TRANSIT SYSTEM FOR Fy
2005/2006
WHEREAS, the Transportation Development Act (TDA) (Public Utilities Code §99200
et seq.), provides for disbursement of funds from the Local Transportation Fund (LTF) of the
County of Sonoma for use by eligible applicants for the purpose of fixed route and paratransit
service; and
WHEREAS, pursuant to the provisions of the TDA, and pursuant to the applicable rules
and regulations hereunder (21 Cal. Code of Regs. §6600 seq.), a prospective applicant wishing to
receive an allocation from the Local Transportation Fund (LTF) shall file its claim with the
Metropolitan Transportation Commission; and
WHEREAS, the State Transit Assistance (STA) fund is created pursuant to Public
Utilities Code, Section 99310 et seq.; and
WHEREAS, TDA funds from the Local Transportation Fund of Sonoma County and
STA funds will be required by applicant in Fiscal Year 2005-2006 for fixed route and paratransit
service; and
WHEREAS, the City of Petaluma is an eligible applicant for TDA and/or STA funds
pursuant to Public Utilities Sections 9260, 99260(a) and 99400 as attested by the opinion of
counsel dated February 2005.
NOW, THEREFORE, BE IT RESOLVED that the Mayor or City Manager or his/her
designee is authorized to execute and file appropriate TDA/STA applications together with all
necessary supporting documents, with the Metropolitan Transportation Commission for an
allocation of TDA and STA funds in Fiscal Year 2005-2006; and
BE IT FURTHER RESOLVED, that a copy of this Resolution be transmitted to the
Metropolitan Transportation Commission in conjunction with the filing of the claim; and the
Metropolitan Transportation Commission be requested to grant the allocation of funds as
specified here.
shransp;agendatdasta05-06