HomeMy WebLinkAboutStaff Report 4.B 03/05/2018DATE: March 5, 2018
TO: Honorable > or and Members of the City Council through City Manager
FROM Din CE — Director, Public Works and Utilities
Jared Hall — Transit Manager, Public Works and Utilities
SUBJECT: Resolution Authorizing Submittal of a The Low Carbon Transit Operations
Program (LCTOP) Grant Application for $87,195 for Transit Service
Enhancements and Designating the City Manager as the Authorized Agent to
Submit and Accept Grant Funding on Behalf of the City of Petaluma
RECOMMENDATION
It is recommended that the City Council adopt a Resolution Authorizing Submittal of a The Low
Carbon Transit Operations Program (LCTOP) Grant Application for $87,195 for Transit Service
Enhancements and Designating the City Manager as the Authorized Agent to Submit and Accept
Funding on Behalf of the City of Petaluma.
BACKGROUND
The LCTOP is one of several programs that are part of the Transit, Affordable Housing, and
Sustainable Communities program established by the California Legislature in 2014 with Senate
Bill 862. SB 862 established LCTOP as a noncompetitive, formulaic program, with 5% of annual
auction proceeds being continually appropriated since 2015. LCTOP funds are distributed based
on prior use of State Transit Assistance funds where 50% of the funds are designated to regional
entities and the other 50% for transit operators. LCTOP was created to provide operating and
capital assistance to transit agencies with the goal of reducing greenhouse gas emissions and
improving mobility, with an emphasis on serving Disadvantaged Communities. The program is
administered by Caltrans in coordination with the California Air Resources Board and the State
Controller's Office.
DISCUSSION
For the FY17/18 allocation, Petaluma is programmed to receive a total of $87,195, up from
$29,004 the prior year. This amount is based upon a combination of the revenue generated by
Petaluma Transit and apportioned City population within the region for FYI 7. The total Bay
Area estimate for these funds is over $26 million. All regional entities and transit operators who
expect to receive LCTOP funds are required to submit both the Authorized Agent and
Certifications and Assurances documents to the department prior to receiving funding. This is an
annual requirement. The Certifications and Assurances should be accompanied by a governing
board resolution. For FYI 8, these documents should be submitted no later than March 12, 2018.
LCTOP expenditures are not supplanting existing transit funding sources, a recipient agency
receiving LCTOP funds shall certify that the funds will not be used to pay for existing
expenditures.
LCTOP funds are to be expended by transit agencies on operating and capital assistance that
reduce greenhouse gas emissions and improve mobility, with a priority on serving disadvantaged
communities, and fulfill any of the following goals:
1. Expenditures that directly enhance or expand transit service by supporting new or
expanded bus or rail services, new or expanded water -borne transit, or expanded
intermodal transit facilities, and may include equipment acquisition, fueling,
maintenance, and other costs to operate those services or facilities.
2. Operational expenditures that increase transit mode share.
3. Expenditures related to the purchase of zero -emission buses, including electric buses, and
the installation of the necessary equipment and infrastructure to operate and support zero -
emission buses.
Each project proposal must include a description and location of the project, list of project
sponsors, detailed description of projects major benefits, project schedule, etc. Eligible agencies
who do not submit the Authorized Agent form, Certifications and Assurances document, and
project list could risk losing their apportionment for that specific fiscal year to another operator
within the region.
Funding provided through the LCTOP grant will provide enhanced weekday service on the
Petaluma Transit route 11 providing service between Petaluma Market and the Eastside Transit
Center along E. Washington Street. This is the highest priority project in the 2016-2026 Short
Range Transit Plan and was funded for the current fiscal year with FY 16/17 LCTOP funding.
The project improves both service frequencies in the PM peak hours and on-time performance on
Routes 2 and 11. The proposed service will be delivered in FY 18/19 and will expend these funds
within the required time. These funds help Petaluma Transit meet the goals of providing a high
level of transit service and increasing ridership in future years while maintaining reserves to
avoid service reductions during economic downturns.
The proposed action meets Council Goals: "Improve and Enhance Fiscal Stability and
Sustainability".
FINANCIAL IMPACTS
The FY 17/18 LCTOP allocation represents an increase $87,195 in funding for FYI 8/19, which
will permit the City to fund the additional route 11 afternoon service expansion fully through this
grant.
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ATTACHMENTS
1. Resolution
2. Certifications & Assurances
3. Authorized Agent Form
Attachment 1
RESOLUTION AUTHORIZING SUBMITTAL AND ACCEPTANCE OF A THE LOW
CARBON TRANSIT OPERATIONS PROGRAM (LCTOP) GRANT APPLICATION
FOR $87,195 FOR TRANSIT SERVICE ENHANCEMENTS AND DESIGNATING THE
CITY MANAGER AS THE AUTHORIZED AGENT TO SUBMIT AND ACCEPT
FUNDING ON BEHALF OF THE CITY OF PETALUMA
WHEREAS, the City of Petaluma is an eligible project sponsor and intends to submit
and if awarded, accept a grant application for Low Carbon Transit Operations Program (LCTOP)
grant funding for transit projects; and
WHEREAS, the statutes related to state -funded transit projects require a local or
regional implementing agency to abide by various regulations; and
WHEREAS, Senate Bill 862 (2014) named the Department of Transportation
(Department) as the administrative agency for the LCTOP; and
WHEREAS, the Department has developed guidelines for the purpose of administering
and distributing LCTOP funds to eligible project sponsors (local agencies); and
WHEREAS, the City of Petaluma wishes to delegate authorization to execute these
documents and any amendments thereto to the City Manager.
NOW, THEREFORE, BE IT RESOLVED by the City Council of Petaluma that the
fund recipient agrees to comply with all conditions and requirements set forth in the Certification
and Assurances and the Authorized Agent documents and applicable statutes, regulations and
guidelines for all LCTOP funded transit projects.
NOW THEREFORE, BE IT FURTHER RESOLVED that the City Manager is
authorized to execute all required documents of the LCTOP program and any Amendments
thereto with the California Department of Transportation.
NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the City of
Petaluma that it hereby authorizes the submittal of the following project nomination and
allocation request to the Department in FY 2017-18 LCTOP funds:
Project Name: Enhanced route 11 weekday transit service
Amount of LCTOP funds requested: $87,195
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Short description of project: Funding provided through the LCTOP grant will provide enhanced
weekday service on the Petaluma Transit route 11 providing service between Petaluma Market
and the Eastside Transit Center along Washington Street, one of the most congested roadways
within Petaluma.
AGENCY BOARD DESIGNEE: John Brown
rm* •"&al W° FY 2017-2018 LCTOP
Lead Agency:
Project Title:
Prepared by:
Certifications and Assurances
City of Petaluma
Enhanced Weekday Afternoon Transit Service
Jared Hall
Attachment 2
The California Department of Transportation (Caltrans) has adopted the following Certifications and
Assurances for the Low Carbon Transit Operations Program (LCTOP). As a condition of the receipt of
LCTOP funds, Lead Agency must comply with these terms and conditions.
A. General
1. The Lead Agency agrees to abide by the current LCTOP Guidelines and applicable legal requirements.
2. The Lead Agency must submit to Caltrans a signed Authorized Agent form designating the
representative who can submit documents on behalf of the project sponsor and a copy of the board
resolution appointing the Authorized Agent.
B. Project Administration
1. The Lead Agency certifies that required environmental documentation is complete before requesting an
allocation of LCTOP funds. The Lead Agency assures that projects approved for LCTOP funding
comply with Public Resources Code § 21100 and § 21150.
2. The Lead Agency certifies that a dedicated bank account for LCTOP funds only will be established
within 30 days of receipt of LCTOP funds.
3. The Lead Agency certifies that when LCTOP funds are used for a transit capital project, that the project
will be completed and remain in operation for its useful life.
4. The Lead Agency certifies that it has the legal, financial, and technical capacity to carry out the project,
including the safety and security aspects of that project.
5. The Lead Agency certifies that they will notify Caltrans of pending litigation, dispute, or negative audit
findings related to the project, before receiving an allocation of funds.
6. The Lead Agency must maintain satisfactory continuing control over the use of project equipment and
facilities and will adequately maintain project equipment and facilities for the useful life of the project.
7. Any interest the Lead Agency earns on LCTOP funds must be used only on approved LCTOP projects.
8. The Lead Agency must notify Caltrans of any changes to the approved project with a Corrective Action
Plan (CAP).
9. Under extraordinary circumstances, a Lead Agency may terminate a project prior to completion. In the
event the Lead Agency terminates a project prior to completion, the Lead Agency must (1) contact
Caltrans in writing and follow-up with a phone call verifying receipt of such notice; (2) pursuant to
verification, submit a final report indicating the reason for the termination and demonstrating the
expended funds were used on the intended purpose; (3) submit a request to reassign the funds to a new
project within 180 days of termination.
Ce
C*-�W&af W- FY 2017-2018 LCTOP Attachment 3
Certifications and Assurances
C. Reporting
1. The Lead Agency must submit the following LCTOP reports:
a. Semi -Annual Progress Reports by May 15th and November 15th each year.
b. A Final Report within six months of project completion.
c. The annual audit required under the Transportation Development Act (TDA), to verify receipt
and appropriate expenditure of LCTOP funds. A copy of the audit report must be submitted to
Caltrans within six months of the close of the year (December 31) each year in which LCTOP
funds have been received or expended.
2. Other Reporting Requirements: ARB is developing funding guidelines that will include reporting
requirements for all State agencies that receive appropriations from the Greenhouse Gas Reduction
Fund. Caltrans and project sponsors will need to submit reporting information in accordance with
ARB's funding guidelines, including reporting on greenhouse gas reductions and benefits to
disadvantaged communities.
D. Cost Principles
1. The Lead Agency agrees to comply with Title 2 of the Code of Federal Regulations 225 (2 CFR 225),
Cost Principles for State and Local Government, and 2 CFR, Part 200, Uniform Administrative
Requirements for Grants and Cooperative Agreements to State and Local Governments.
2. The Lead Agency agrees, and will assure that its contractors and subcontractors will be obligated to
agree, that:
a. Contract Cost Principles and Procedures, 48 CFR, Federal Acquisition Regulations System,
Chapter 1, Part 31, et seq., shall be used to determine the allow ability of individual project cost
items and
b. Those parties shall comply with Federal administrative procedures in accordance with 2 CFR,
Part 200, Uniform Administrative Requirements for Grants and Cooperative Agreements to State
and Local Governments. Every sub -recipient receiving LCTOP funds as a contractor or sub-
contractor shall comply with Federal administrative procedures in accordance with 2 CFR, Part
200, Uniform Administrative Requirements for Grants and Cooperative Agreements to State and
Local Governments.
Any project cost for which the Lead Agency has received funds that are determined by subsequent audit
to be unallowable under 2 CFR 225, 48 CFR, Chapter 1, Part 31 or 2 CFR, Part 200, are subject to
repayment by the Lead Agency to the State of California (State). All projects must reduce greenhouse
gas emissions, as required under Public Resources Code section 75230, and any project that fails to
reduce greenhouse gases shall also have its project costs submit to repayment by the Lead Agency to the
State. Should the Lead Agency fail to reimburse moneys due to the State within thirty (30) days of
demand, or within such other period as may be agreed in writing between the Parties hereto, the State is
authorized to intercept and withhold future payments due the Lead Agency from the State or any third -
party source, including but not limited to, the State Treasurer and the State Controller.
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•�6rang• FY 2017-2018 LCTOP
Certifications and Assurances
A. Record Retention
1. The Lead Agency agrees, and will assure that its contractors and subcontractors shall establish and
maintain an accounting system and records that properly accumulate and segregate incurred project
costs and matching funds by line item for the project. The accounting system of the Lead Agency, its
contractors and all subcontractors shall conform to Generally Accepted Accounting Principles (GAAP),
and enable the determination of incurred costs at interim points of completion. All accounting records
and other supporting papers of the Lead Agency, its contractors and subcontractors connected with
LCTOP funding shall be maintained for a minimum of three (3) years after the "Project Closeout" report
or final Phase 2 report is submitted (per ARB Funding Guidelines, Vol. 3, page 3.A-16), and shall be
held open to inspection, copying, and audit by representatives of the State and the California State
Auditor. Copies thereof will be furnished by the Lead Agency, its contractors, and subcontractors upon
receipt of any request made by the State or its agents. In conducting an audit of the costs claimed, the
State will rely to the maximum extent possible on any prior audit of the Lead Agency pursuant to the
provisions of federal and State law. In the absence of such an audit, any acceptable audit work
performed by the Lead Agency's external and internal auditors may be relied upon and used by the State
when planning and conducting additional audits.
2. For the purpose of determining compliance with Title 21, California Code of Regulations, Section 2500
et seq., when applicable, and other matters connected with the performance of the Lead Agency's
contracts with third parties pursuant to Government Code § 8546.7, the project sponsor, its contractors
and subcontractors and the State shall each maintain and make available for inspection all books,
documents, papers, accounting records, and other evidence pertaining to the performance of such
contracts, including, but not limited to, the costs of administering those various contracts. All of the
above referenced parties shall make such materials available at their respective offices at all reasonable
times during the entire project period and for three (3) years from the date of final payment. The State,
the California State Auditor, or any duly authorized representative of the State, shall each have access to
any books, records, and documents that are pertinent to a project for audits, examinations, excerpts, and
transactions, and the Lead Agency shall furnish copies thereof if requested.
3. The Lead Agency, its contractors and subcontractors will permit access to all records of employment,
employment advertisements, employment application forms, and other pertinent data and records by the
State Fair Employment Practices and Housing Commission, or any other agency of the State of
California designated by the State, for the purpose of any investigation to ascertain compliance with this
document.
F. Special Situations
Caltrans may perform an audit and/or request detailed project information of the project sponsor's
LCTOP funded projects at Caltrans' discretion at any time prior to the completion of the LCTOP.
I certify all of these conditions will be met.
John C. Brown
(PrintAuthorized Agent)
(Signature)
City Manager
(Title)
(Date)
FY 2017-2018 LCTOP
Allocation
Lead Agency: City of Petaluma
Pro iect Title: Enhanced Weekday Afternoon Transit Service
Regional Entity: Metropolitan Transportation Commission
County: Sonoma
Lead Agency: I certify the scope, cost, schedule, and benefits as identified in the attached Allocation
Request (Request) and attachments are true and accurate and demonstrate a fully funded operable project. I
understand the Request is subject to any additional restrictions, limitations or conditions that may be enacted by
the State Legislature, including the State's budgetary process and/or auction receipts. In the event the project
cannot be completed as originally scoped, scheduled and estimated, or the project is terminated prior to
completion, Lead Agency shall, at its own expense, ensure that the project is in a safe and operable condition
for the public. I understand this project will be monitored by the California Department of Transportation -
Division of Rail and Mass Transportation.
Authorized Agent: John C. Brown
Title: City Manager
Lead Agency: City of Petaluma
PUC Funds Type: 99313$0
PUC Funds Type: 99314 $ 81,195
Contributing Sponsor(s): The contributing sponsor is an entity that passes funds to the Lead Agency to
support a project. The contributing sponsor could be the regional entity (PUC 99313) passing their funds to a
recipient agency within their region or a recipient agency (PUC 99314) passing their funds through to either a
regional entity or a recipient agency within their region. The contributing sponsor(s) must also sign and state the
amount and type of LCTOP funds (PUC Sections 99313 and 99314) they are contributing the project. Sign
below or attach a separate officially signed letter providing that information. If there is more than one
contributing sponsor, please submit additional page, or a letter from the additional Contributing Sponsors.
Authorized Agent: Alix Bockelman
Title: Deputy Executive Director, Policy
Lead Agency: Metropolitan Transportation Commission
PUC Funds Type: 99313 $ 6,000
PUC Funds Type: 99314 $ Amount of 99314 Funds
GN
AS THE
OF THE
City Manager
FY 2017-2018 LCTOP
Authorized Agent
(Chief Executive Officer/Director/President/Secretaiy)
City of Petaluma
(Name of County/City/Transit Organization)
I hereby authorize the following individual(s) to execute for and on behalf of the named
Regional Entity/Transit Operator, any actions necessary for the purpose of obtaining Low
Carbon Transit Operations Program (LCTOP) funds provided by the California Department of
Transportation, Division of Rail and Mass Transportation. I understand that if there is a change
in the authorized agent, the project sponsor must submit a new form. This form is required even
when the authorized agent is the executive authority himself. I understand the Board must
provide a resolution approving the Authorized Agent. The Board Resolution appointing the
Authorized Agent is attached.
John C. Brown, City Manager
(Name and Title of Authorized Agent)
Dan St. John, Public Works Director
(Name and Title of Authorized Agent)
Jared Hall, Transit Division Man
(Name and Title of Authorized Agent)
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(Name and Title of Authorized Agent)
John C. Brown
(Print Name)
(Signature)
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