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City of Palo Alto (ID # 3289)
City Council Staff Report
Report Type: Meeting Date: 11/5/2012
Summary Title: HSR & Caltrain Update
Title: Status Report on Current High Speed Rail and Caltrain Electrification
Issues Submitted for Council Review and Comment
From: City Manager
Lead Department: Planning and Community Environment
Background
It has been four years since Proposition 1A was passed by the voters in November
2008, essentially starting the California High-Speed Rail (HSR) project as it is known
today. The project continues to face many of the same obstacles it has in the past
including a lack of identified funding sources, local and regional opposition to its design
and implementation plans, and debatable ridership figures; however, the California High
Speed Rail Authority (CHSRA) did achieve a major objective in July when the State
legislature approved approximately $8B in funding for initial construction in the Central
Valley and Bookends. Moreover, the CHSRA is proceeding with the implementation of a
system that shares tracks with Caltrain, called a Blended System. While the Blended
System removes some of the City’s concerns, a commitment that HSR not expand
beyond a Blended System has not been given by the CHSRA.
Based on the uncertain future funding for the project, its continued litigation, and
evolving design it has been difficult for staff to predict what and when will happen with
this project. Staff continues to implement Council’s position that the City of Palo Alto
should oppose HSR because the current project fundamentally contradicts the measure
presented to the voters under Proposition 1A in 2008 and the business plan is fatally
flawed and not credible. Below are updates on each of the major subject areas related
to HSR and Caltrain.
Federal Legislative Update
Federal support for HSR continues to waver as the Republican controlled House of
Representatives pushes for decreased government spending against the Democratically
controlled Senate and Presidency. HSR specifically has become a target of this push
because it once represented one of the President’s key transportation initiatives.
Working with the City’s federal lobbyist, Van Scoyoc Associates, staff has closely
monitored legislative action in Washington DC on this issue. Currently, the House has
no funding in place for HSR. The Senate has a $100M place-holder for higher-speed
rail this fiscal cycle but the issue has gotten little attention as legislators deal with
reelection bids. Additionally, no funding for higher-speed rail was included in the
continuing resolution that is funding the federal government through March 2013. If
Mitt Romney is elected as President it is expected that no additional federal HSR
expenditures will occur for the foreseeable future. If President Obama is reelected it is
expected that an attempt to designate some limited additional funds for HSR will occur,
yet, that greatly depends on the future make-up of Congress.
State Legislative Update
State legislative support for HSR continues to remain relatively strong with the
Democratic controlled Assembly, Senate, and Governorship. Support has wavered in
the last year as some legislators have become unsatisfied with the management of this
project by the CHSRA. The dissatisfaction among Democrats is demonstrated by the
“no” votes made against party lines by Senators Simitian, Lowenthal, DeSaulnier, and
Pavley on HSR funding bill SB 1029 on July 6, 2012. However, despite the four
Democratic “no” votes, the bill was ultimately passed.
Working with the City’s state rail lobbyist, the Professional Evaluation Group (PEG), staff
has closely monitored legislative action in Sacramento on this issue leading up to,
during, and following the appropriation process. Staff and the PEG have now shifted
their focus to monitoring ways the CHSRA may try to expedite the implementation of
HSR at the expense of due process, including environmental review. Staff and the PEG
have been particularly concerned about the growing possibility of California
Environmental Quality Act (CEQA) exemptions or alternations. These exemptions would
make it far easier for the CHSRA to construct this project but would be done so at the
expense of the State’s environmental protection mandates.
Another issue staff is currently watching is the upcoming vote on Proposition 30.
Proposition 30 is a tax increase that adds substantial tax revenue to the State’s general
fund. If this tax increase is not approved, trigger cuts to a variety of State programs
would occur. Unknown to staff though is the impact those trigger cuts would have on
both the public perception of HSR and the Governor’s support of the project.
Additionally, polling has indicated that the passage of SB 1029 has made some voters
unwilling to vote for Prop. 30.
Finally, staff has been working with the PEG on finding representatives in the Assembly
or Senate to sponsor SB 1029 clean-up legislation. This clean-up legislation would
confirm in writing a number of assumptions that were made during the passage of SB
1029 but didn’t make it into the actual bill language. These assumptions include a
guarantee that all existing and future CHSRA funding allocations now and in the future
are limited to a two-track system, making the appropriation contingent on no HSR
related alterations of CEQA, and guaranteeing that Caltrain is the lead agency for the
San Francisco to San Jose segment.
Regional Update
The City of Palo Alto continues to stay actively involved in the Peninsula Cities
Consortium (PCC). The PCC continues to hold their meetings on the first Friday of
every month unless otherwise scheduled and includes the six cities of Atherton,
Belmont, Brisbane, Burlingame, Menlo Park, and Palo Alto. Recently, the PCC has been
focused on monitoring the legislative environment in Sacramento and evaluating the
impacts and implications of a Blended System for HSR and Caltrain. The San Mateo
County Rail Corridor Partnership made up of numerous cities in San Mateo County
continues to hold periodic meetings but has not done so in quite some time. They
currently do not have a future meeting scheduled.
California High Speed Rail Authority Update
In 2012, the CHSRA has both accomplished a number of their objectives and undergone
a number of changes. The most obvious organizational objective they have realized this
year is the passage of SB 1029. Although not under their control, the passage of SB
1029 (or a similar authorization bill) approving the expenditure of over $8B in HSR bond
and stimulus funds was critical to their plan to begin building the Initial Construction
Segment (ICS) in the Central Valley. This expenditure is particularly relevant to Palo
Alto because it also authorizes funds for the electrification of the Caltrain corridor in
anticipation of a future Blended System.
Related to the CHSRA’s support of SB 1029 is their continued effort to complete
environmental review documents. On May 3, 2012 the CHSRA certified the Final
Environmental Impact Report (EIR) for the Merced to Fresno section and is currently in
the draft review process for the Fresno to Bakersfield EIR. Once both of these
documents are finalized the CHSRA will be able to begin construction on the ICS;
however, that does not take into account the growing role that litigation is taking in this
project and its impact on construction timelines.
The CHSRA has scheduled a closed session on November 14th related to seven open
lawsuits, some of which directly challenge their desire to begin construction of the ICS
in the Central Valley. Those seven lawsuits are listed below:
1) John Tos; Aaron Fukuda and County of Kings v. California High Speed Rail
Authority, Sacramento Superior Court Case No. 34-2001-00113919
2) City of Chowchilla v. California High-Speed Rail Authority, Sacramento Superior
Court No. 34-2012-80001166
3) County of Madera v. California High-Speed Rail Authority, Sacramento Superior
Court No. 34-2012-80001165
4) Timeless Investments, Inc. v. California, Sacramento Superior Court No. 34-
2012-80001168
5) Town of Atherton v. California High-Speed Rail Authority, Sacramento Superior
Court No. 34-2008-80000022
6) Town of Atherton v. California High-Speed Rail Authority, Sacramento Superior
Court No. 34-2010-80000679
7) Town of Atherton v. California High-Speed Rail Authority, Court of Appeal, Third
Appellate District, Case No. C070877
The CHSRA has also had a number of staff changes. The most prominent change has
been the hiring of Jeff Morales to serve as CEO, replacing Roelof van Ark who stepped
down in March. Previously, Morales has served as Director of the California Department
of Transportation, Executive Director of the Chicago Transit Authority, and Senior Vice
President and Director of Strategic Initiatives and Government Relations for Parsons
Brinckerhoff Americas. Other notable hires include the hiring of Ben Tripousis, formerly
with the City of San Jose, as the Northern California Regional Director and Frank Vacca,
formerly the Chief Engineer of Amtrak, as its Chief Program Manager.
Caltrain Update
The Peninsula Corridor Joint Powers Board (PCJPB), which oversees Caltrain, has been
working on their plan to electrify the Caltrain corridor since the early 2000’s. Yet, for
the first time in that approximately 10 year time horizon, funding has been identified for
that plan with the passage of SB 1029. The complex task Caltrain now faces is how to
implement stage one of the Blended System, an electrified Caltrain corridor including
positive train control constructed to handle six peak hour trains per direction, the with
the understanding that in the future the CHSRA plans to run up to four more additional
peak hour trains per direction (for a total of 10 peak hour trains per direction).
To put those figures in context, Caltrain currently runs five peak hour trains per
direction. An increase to six peak hour trains per direction represents a 20% increase
and an increase to 10 peak hour trains per direction represents a 100% increase. The
increase in service is being addressed by Caltrain in two ways: one, Caltrain is studying
the impacts that such an operation will have on the corridor itself and the number and
length of tracks that will be required to support this increased level of service; and two,
the impacts that this increased level of service will have on vehicular, bicycle, and
pedestrian traffic running along the corridor and in adjacent neighborhoods, and how
those impacts will have to be mitigated.
Currently, City of Palo Alto staff is working with Caltrain staff as they prepare their
grade crossing and traffic analysis report due to be completed in early 2013. This
report will look at three different levels of service (six Caltrain trains and zero CHSRA
trains per peak hour per direction; six Caltrain trains and two CHSRA trains per peak
hour per direction; and six Caltrain trains and four CHSRA trains per peak hour per
direction) and their resulting impacts related to things such as gate down times,
vehicular movements, and train horn noise levels. The report will serve as the basis for
a complex regional conversation that will have to occur about what impacts, what if any
impacts are acceptable, and how they should be mitigated, specifically related to grade
crossings.
Additionally, Caltrain will also be releasing their service plan and operations simulation
report in early 2013. This report will analyze the viability and pros and cons of different
operation models for the three service levels referenced above. The most significant
decision that will have to be made stemming from this report is where additional
passing tracks will be constructed if they are needed.
As a result of the complex conversations and decisions that will have to be made
regarding electrifying the corridor for a Blended System, Caltrain has chosen to convene
a policymaker working group with representatives from the 17 cities and three counties
located along the corridor. This group had their first meeting on September 17th and
decided to meet monthly starting in November. In September, Councilmember Burt
was nominated by Mayor Yeh to represent the City of Palo Alto. Additionally, a similar
working group of city and county staff also meets monthly to provide input and
direction related to this process and City staff has been actively engaged in these
meetings.
Caltrain staff has also said that they will be updating their 2009 MOU with the CHSRA in
the coming months. The reason for the update stems from changes that have occurred
since the 2009 MOU was signed and their desire for the 2009 MOU to reflect those
changes. The most obvious example is the introduction of the Blended System concept
since the original MOU was signed and the parameters outlined in the nine-party
Blended System funding MOU finalized in May of this year. Additionally, the role of the
Peninsula Rail Program (the joint body formed to represent the interests of Caltrain and
the CHSRA in the San Francisco to San Jose segment) has changed greatly since 2009.
The proposed revisions to the MOU will be brought before the PCJPB for discussion
purposes only at their November 2012 meeting before being voted on at their January
2013 meeting.
Litigation Update
The City of Palo Alto is currently a petitioner in two lawsuits regarding HSR and filed an
amicus brief in a third. In the latter two cases the City of Palo Alto has been
represented by Stuart Flashman, an attorney specializing in environmental, land use,
and elections law. Staff consulted with Flashman to provide the update below:
Atherton I
Litigation related to the first lawsuit, commonly known as Atherton I (Sacramento
Superior Court No. 34-2008-80000022), is now in its third round. Palo Alto was not a
petitioner but did file an amicus brief in the case. After that case was partially
successful and a writ of mandate was issued, there were objections raised to the return
on that writ, and those objections were addressed in a unified proceeding along with
Atherton II.
Atherton II
Atherton II (Sacramento Superior Court No. 34-2010-80000679) is a joint lawsuit filed
by the cities of Atherton, Menlo Park, and Palo Alto, with additional petitioners and
plaintiffs. Atherton II gave the City a partial victory. The trial court ruled that the
CHSRA did not sufficiently take into account the movement of rail right-of-way (ROW)
eastward from its current location south of San Jose. This movement of ROW eastward
was ruled to have impacts to Monterey Highway and adjacent properties significant
enough that those impacts must be studied at the program (or initial) level of
environmental review. The court also ruled that the CHSRA did not sufficiently analyze
the impacts to roadways along the Peninsula that will have lanes removed for
construction of the HSR four-track Pacheco alignment.
The City was unsuccessful in its arguments that the Altamont route was not sufficiently
studied, that study of impacts from elevated sections along the Peninsula was
improperly deferred, and that the CHSRA had not justified in its continued use of
its ridership model. All of these issues are currently being argued on appeal. On the
ridership issue, the question was whether the CHSRA's decision to accept and continue
to use its ridership model was supported by substantial evidence when numerous
reviews of the model had found it highly flawed, unreliable, and unsuitable for
forecasting purposes. The trial court found that the Authority was entitled to rely on
the professional judgment of its modeling consultant. The court also pointed to some
passages in the Institute for Transportation Studies (ITS) review of the model as
support. On appeal, the City is arguing that a consultant's professional opinion is not
substantial evidence unless supported by factual evidence. We are also arguing that
the Court misinterpreted the ITS comments, and when viewed properly, they offer no
support for the CHSRA's continued use of the model.
Atherton III
Atherton III involves objections to the return and motion to discharge the writs from
Atherton I and Atherton II. Atherton III does not have a separate case number
because it is a consolidated proceeding continuing the trial court consideration of both
Atherton I and Atherton II cases.
Atherton III challenges the return of writ filed by the CHSRA and will be heard in trail
court on November 9th. The challenge asserts that the CHSRA has still not properly
addressed what it should have in the program level EIR. A major point of contention is
that the CHSRA has since introduced the concept of a Blended System in
implementation discussions, design, and funding plan but has refused to evaluate the
alternative as an independent alternative. The CHSRA has instead evaluated the
Blended System as a part of a larger implementation strategy.
A second major point is that the PCJPB submitted a comment letter on the revised
program level EIR and said it would not support a four-track alignment on the right of
way it controls. Therefore, the City contends the CHSRA has not completed its
necessary diligence by identifying where that four-track system could be constructed
seeing as the PCJPB does not want the four-track system on their ROW which they own
and control. Additionally, the City feels the CHSRA has failed to adequately evaluate
the Altamont alternative alignment. Specifically, the City feels the CHSRA has not
sufficiently evaluated using a Blended approach to the Altamont alignment. The CHSRA
says it is not feasible, but opponents argue that it has not provided substantial evidence
to support that determination.
Prepared By: Richard Hackmann,
Department Head: Curtis Williams, Director
City Manager Approval: ____________________________________
James Keene, City Manager