HomeMy WebLinkAboutStaff Report 3063
City of Palo Alto (ID # 3063)
City Council Staff Report
Report Type: Consent Calendar Meeting Date: 9/4/2012
Summary Title: Adoption of Funding Agreement for 2010 Measure B Vehicle
Registration Fee
Title: Approval of Funding Agreement with the Santa Clara Valley
Transportation Authority for 2010 Measure B Vehicle Registration Fee Local
Road Improvement and Repair Program
From: City Manager
Lead Department: Planning and Community Environment
Recommendation
Staff recommends that Council approve the Fund Transfer Agreement (Attachment A) between
the City of Palo Alto and the Santa Clara Valley Transportation Authority (VTA) for use of the
2010 Santa Clara Measure B Vehicle Registration Fee (VRF) Local Road Improvement and Repair
Program funds.
Background
Senate Bill 83 (Hancock) was signed into law in 2009, authorizing countywide transportation
agencies such as VTA to implement vehicle registration fee programs of up to $10 per motor
vehicle registered within each county for the support of transportation programs and projects
consistent with the Metropolitan Transportation Commission’s Regional Transportation Plan
(RTP). Within Santa Clara County, the Valley Transportation Authority (VTA) prepares the Valley
Transportation Plan (VTP) and projects and supported by the Vehicle Registration Fee (VRF)
program must be consistent with the VTP.
On June 3, 2010, the VTA Board adopted a resolution placing the 2010 Santa Clara Measure B
VRF program before Santa Clara County voters in November 2010. Voters approved the
measure by majority vote that year authorizing a $10 increase in the annual fees of motor
vehicle registration for transportation-related projects and programs. The California
Department of Motor Vehicles (DMV) began collecting the fee in April 2011. The initial
distribution of VRF revenues from VTA local member agencies is scheduled to occur in
September 2012 for fees collected through June 2012, slightly more than one year’s worth of
revenues.
The VTA Board of Directors adopted administrative procedures related to the VRF and an
expenditure plan allocating the proceeds from the VRF funds directly back to cities within the
county, along with the establishment of competitive programs. Based on these procedures, the
VRF funds will be distributed as follows:
80% of the VRF funds are dedicated to the Local Road Improvement and Repair
Program, in which the revenue is returned directly to local jurisdictions based on
each city/town’s population and the County of Santa Clara’s road and expressway
lane mileage; The City of Palo Alto will be eligible for an allocation of approximately
$350,000 per year; this first year’s disbursement is $365,751 because the revenue
collection period exceeds one year. These funds are on-going with no sunset date.
15% of the VRF funds are dedicated to the Countywide Program, in which the
revenue is made available for Intelligent Transportation System (ITS) projects every
three years. The first round of competitive funding was just released by the VTA in
August 2012; the City plans to submit proposals for local ITS projects along
University Avenue including traffic signal controller and cabinet replacements and
pedestrian facilities.
Up to 5% of the VRF revenue is reserved for VTA for Program Administration with
unused funds disbursed through the Countywide Program.
Discussion
Local Road Improvement and Repair Program:
VTA proposes to issue the initial 2012 VRF - Local Road Improvement and Repair program fund
disbursement, in September 2012. The current VRF guaranteed fund for the Local Road
Improvement and Repair Program for Santa Clara County is $11,211,888. Palo Alto’s total
guaranteed amount is $365,751 for the first disbursement. These funds may be used for
pavement rehabilitation and reconstruction, traffic control signals, curb and gutter
rehabilitation and reconstruction, roadway related facilities to improve safety, automobile
related environmental mitigation, including roadway sweeping and litter control. Cities may
also bank their funds to provide for a larger project. This is the approach that staff is
recommending for use of the 2012 VRF funds in Palo Alto. Staff will subsequently recommend
that the first two disbursements be reserved to offset the total project cost of the California
Avenue – Transit Hub Corridor Streetscape Project.
Each July, VTA staff will review and update the actual return-to-source funding based on data
from the State of California and population data. Funds will be distributed to agencies each
summer and if funds are banked in that year, interest realized from the banking of the funds
remains with the City as well. The City is required to use the funds and interests earned on the
funds only for eligible categories of projects approved by Measure B.
The attached funding agreement governs the transfer of VRF - Local Road Improvement and
Repair Program funds to the City of Palo. This agreement would be in effect for as long as VTA
continues to make disbursement of funds as approved by the voters of Santa Clara County. If
grants are received through the competitive ITS program, additional agreements may be
required.
This VRF – Local Road Improvement and Repair Program agreement reflects the requirement
that Palo Alto must certify that it will make a Good Faith Effort (GFE) to maintain a level of
expenditures on VRF eligible activities equivalent to the previous maintenance activities.
Specifically, VRF funds cannot be used to replace existing maintenance programs, the VRF
program is intended to supplement and enhanced existing programs. Each VTA member
agency will be required to submit an annual report of how the funds were used and to
document previous year maintenance expenditures. 2011 will serve as the base year for
previous maintenance expenses. Every five years the base line year may be re-evaluated to
demonstrate how the program continues to enhance local maintenance activities for future
program audits. Requirements for the annual report will be made available by the VTA later
this fall.
Resource Impact
No local match is required for the VRF Local Road Improvement and Repair Program. These
grant funds are not expenditure reimbursed, the VTA will issue first fund disbursement
following receipt of the signed funding agreement. Staff expects to bank this first disbursement
as allowed by the program so that two years of revenues can be collected for use towards
funding of the California Avenue – Transit Hub Corridor Streetscape project. Staff will report
annually to the Council projects recommended for funding through the VRF Local Road
Improvement and Repair Program.
Policy Implications
The recommended actions in this report are required in order for City of Palo Alto to receive
funds from VTA in an amount of approximately $350,000 annually. The City of Palo Alto will
receive $365,751 as part of this initial 2012 VRF Local Road Improvement and Repair program
disbursement because the initial revenue collection period exceeds one year. These funds are
on-going with no sunset date.
Environmental Review
The City is entitled to its share of the Measure B funds and approving a contract to receive
those funds is not a project subject to environmental review. However, potential environmental
impacts of specific projects on which these funds will be spent will be analyzed on a project-by-
project basis, as those projects arise.
Attachments:
Attachment A: Vehicle Registration Fee Funding Agreement with VTA (PDF)
Prepared By: Ruchika Aggarwal,
Department Head: Curtis Williams, Director
City Manager Approval: ____________________________________
James Keene, City Manager
FUNDING AGREEMENT
BETWEEN CITY OF PALO ALTO AND
THE SANTA CLARA VALLEY TRANSPORTATION AUTHORITY
FOR 2010 MEASURE B VEHICLE REGISTRATION FEE LOCAL ROAD
IMPROVEMENT AND REPAIR PROGRAM
THIS AGREEMENT is between the CITY OF PALO ALTO, a “Member Agency”,
referred to herein as "RECIPIENT", and the SANTA CLARA VALLEY
TRANSPORTATION AUTHORITY, referred to herein as "VTA". Hereinafter,
RECIPIENT and VTA may be individually referred to as "Party" or collectively referred
to as "Parties.”
I. RECITALS
1. Whereas, on June 3, 2010, the VTA Board of Directors adopted a resolution to place
a ballot measure before the voters of Santa Clara County in November 2010 to
authorize a $10 increase in the Vehicle Registration Fee (VRF) for transportation-
related projects and adopted the expenditure plan in Attachment A which allocates the
revenue to transportation-related programs and projects that have a relationship or
benefit to the persons who pay the fee; and
2. Whereas, on October 7, 2010, the VTA Board of Directors adopted administrative
procedures for the VRF program, referred to hereinafter as PROGRAM; and
3. Whereas, these administrative procedures state that VTA will execute PROGRAM
funding agreements with project sponsors; and
4. Whereas, on November 2, 2010, the voters of Santa Clara County enacted the $10
vehicle registration fee on motor vehicles registered within Santa Clara County to pay
for programs and projects bearing a relationship or benefit to the owners of motor
vehicles paying the fee; and
5. Whereas, the PROGRAM includes a Local Road Improvement and Repair Program
consisting of a direct return-to-source formula based on City population and County
of Santa Clara road and expressway lane mileage; and
6. Whereas, VTA and RECIPIENT desire to specify herein the terms and conditions
under which Local Road Improvement and Repair PROGRAM grants are to be
conducted and financed.
NOW, THEREFORE, in consideration of the mutual promises contained in this
Agreement, the Parties agree as follows:
II. VTA’S OBLIGATIONS
VTA agrees:
6
1. To pay RECIPIENT an initial distribution of Local Road Improvement and Repair
Program funds collected by the California Department of Motor Vehicles (DMV) and
received by VTA from the date of initial fund collection to June 30, 2012, plus
associated interest. The Fund Distribution Formula is based on the County of Santa
Clara’s percentage share of the total roadway lane mileage recorded in the county by
the Metropolitan Transportation Commission (MTC), with the remaining funds to be
distributed to RECIPIENT based on RECIPIENT’s percentage share of the total
county population (excluding unincorporated areas) as reported by the California
Department of Finance. Funds will be distributed after July 1, 2012, following
execution of the VRF Local Program Funding Agreement and receipt of
RECIPIENT’s initial Annual Report described in Section III-5.
2. To update roadway mileage and population shares annually with current information
as of June 30 of current year.
3. To distribute subsequent funds, based on the formula described in Section II-1 above,
for the Local Road Improvement and Repair Program funds on an annual basis
consisting of funds received by VTA from the DMV between July 1 of the previous
year and June 30 of the calendar year of disbursement, plus associated interest
generated in VTA’s accounts. The distribution will take place following the
beginning of the next State fiscal year and the receipt of the previous year’s annual
report described in Section III-5 below.
III. RECIPIENT’S OBLIGATIONS
RECIPIENT agrees:
1. To develop eligible project(s) as set forth in Attachment A.
2. To credit VTA’s funding contribution on all signage, electronic or printed materials
distributed to the public that are related to PROGRAM projects.
3. To certify, and continue to certify on a yearly basis, a Good Faith Effort (GFE) to
maintain a level of expenditures (including non-discretionary formula based state
funds) on VRF eligible activities equivalent to the expenditures on these activities
during the fiscal year 2010/11 (base year). The base year may be revised every five
years, if needed, and VRF revenues will be excluded. The following funds are
excluded from the GFE expenditure calculation: State and Federal Discretionary
Grants (including but not limited to ARRA, CMAQ, HBRR, HSIP, SR2S, STP, and
Proposition 1B etc.), associated local matching funds, and one-time local expenditure.
GFE requirements are automatically waived in years where the State of California
fails to make non-discretionary payments of streets and roads funding to Cities and
Counties. VTA may also consider granting waivers based on extraordinary
circumstances beyond the control of a city or town council, County Board of
Supervisors, and/or city and County staff. The certification will be provided by
RECIPIENT to VTA as set forth in Section III-5.
6
4. After receipt of funds from VTA, to track interest earned on unexpended PROGRAM
funds and apply interest to PROGRAM eligible projects as specified in Attachment
A.
5. To submit annual reports of RECIPIENT’S expenditures of PROGRAM funds and
associated interest, in a form to be provided by VTA to RECIPIENT. Each report will
cover twelve months consisting of the previous State fiscal year. Reports are due from
RECIPIENT to VTA no later than October 15 of each year as a condition of receiving
funds. As part of the annual report, RECIPIENT will certify that it continues to make
a Good Faith Effort (GFE) to maintain a level of expenditures as stated in section III-
3. An initial report, containing the notification of GFE base year amount and
statement of GFE for FY2012/13, shall be submitted by RECIPIENT to VTA after
the execution of this agreement.
6. To maintain PROGRAM financial records, books, documents, papers, accounting
records and other evidence pertaining to costs for five years. RECIPIENT shall make
such records available to VTA upon request for review and audit purposes. Financial
audits will be performed at VTA’s discretion. RECIPIENT will be contacted in
writing in advance of any audit or other PROGRAM review.
7. To provide VTA with information regarding scope, award and delivery of projects at
the time of award and completion.
IV. GENERAL TERMS AND CONDITIONS
Both Parties agree:
1. Neither VTA nor any officer or employee thereof shall be responsible for any damage
or liability occurring by reason of anything done or omitted to be done by
RECIPIENT under or in connection with any work, authority or jurisdiction delegated
to VTA or RECIPIENT under this Funding Agreement. Both Parties agree that
pursuant to Government Code 895.4, RECIPIENT shall fully defend, indemnify, and
save harmless VTA from all suits or actions of every name, kind and description
brought on for or on account of injury (as defined in Government Code Section
810.8) occurring by reason of anything done or omitted to be done by RECIPIENT
under or in connection with any work, authority or jurisdiction delegated to
RECIPIENT under this Funding Agreement. This provision shall survive the
termination of this Agreement.
2. Neither RECIPIENT nor any officer or employee thereof shall be responsible for any
damage or liability occurring by reason of anything done or omitted to be done by
VTA under or in connection with any work, authority or jurisdiction delegated to
RECIPIENT or VTA under this Funding Agreement. Both Parties agree that pursuant
to Government Code 895.4, VTA shall fully defend, indemnify, and save harmless
RECIPIENT from all suits or actions of every name, kind and description brought on
for or on account of injury (as defined in Government Code Section 810.8) occurring
by reason of anything done or omitted to be done by VTA under or in connection
6
with any work, authority or jurisdiction delegated to VTA under this Funding
Agreement. This provision shall survive the termination of this Agreement.
3. No alteration or variation of the terms of this Funding Agreement shall be valid
unless made in writing and signed by both of the parties hereto and no oral
understanding or agreement not incorporated herein shall be binding on any of the
parties hereto.
4. PROGRAM costs incurred on or after July 1, 2011 are eligible expenditures.
5. This Funding Agreement contains the entire understanding between the VTA and
RECIPIENT for the PROGRAM. It supersedes any and all other agreements, which
may have existed between the parties. This Funding Agreement shall not be modified
except by written agreement signed by each party. This Funding Agreement shall be
binding upon each party, their legal representatives, and successors for the duration of
the VRF.
6. The term of this Funding Agreement shall commence when fully executed and
continue until terminated due to the repeal of Sections 65089.20 to the Government
Code and Section 9250.4 of the Vehicle Code, as those sections may be amended,
which authorizes the imposition of the VRF.
7. Any notice which may be required under this Agreement shall be in writing, shall be
effective when received, and shall be given by personal service, by the U.S. Postal
Service or by certified mail, to the addresses set forth below, or to such addresses
which may be specified in writing to the Parties hereto.
VTA:
Manager, Programming and Grants
Santa Clara Valley Transportation Authority
3331 North 1st Street
San Jose, CA 95134
CITY OF PALO ALTO:
Jaime Rodriguez, Chief Transportation Official
Planning and Transportation Division
250 Hamilton Avenue
Palo Alto CA 94301
8. Within 30 days from the Effective Date of this Agreement, RECIPIENT shall notify
VTA of RECIPIENT’s PROGRAM Liaison and of the Liaison’s address, telephone
number and email address. The PROGRAM Liaison shall be the liaison to VTA
pertaining to implementation of this Agreement and shall be the contact for
information about the PROGRAM and PROGRAM projects. RECIPIENT shall
notify VTA of the change of PROGRAM Liaison or of the Liaison’s contact
information in writing no later than 30 days from the date of any change.
6
9. Each Party to this Agreement represents and warrants that each person whose
signature appears hereon has been duly authorized and has the full authority to
execute this Agreement on behalf of the entity that is a party to this Agreement.
10. No Waiver. The failure of either Party to insist upon the strict performance of any of
the terms, covenant and conditions of this Agreement shall not be deemed a waiver of
any right or remedy that either Party may have, and shall not be deemed a waiver of
their right to require strict performance of all of the terms, covenants, and conditions
thereafter.
11. Dispute Resolution. If a question arises regarding interpretation of this Agreement or
its performance, or the alleged failure of a Party to perform, the Party raising the
question or making the allegation shall give written notice thereof to the other Party.
The Parties shall promptly meet in an effort to resolve the issues raised. If the Parties
fail to resolve the issues raised, alternative forms of dispute resolution, including
mediation, may be pursued by mutual agreement. It is the intent of the Parties to the
extent possible that litigation be avoided as a method of dispute resolution.
12. Governing Law. This Agreement shall be construed and its performance enforced
under California law.
13. Venue. In the event that suit shall be brought by either Party to this Agreement, the
Parties agree that venue shall be exclusively vested in the State courts of the County
of Santa Clara or, if federal jurisdiction is appropriate, exclusively in the United
States District Court for the Northern District of California, in San José, California.
CITY OF PALO ALTO (RECIPIENT) SANTA CLARA VALLEY
TRANSPORTATION AUTHORITY (VTA)
James Keene, City Manager Date
Michael T. Burns, General Manager Date
Approved as to Form and Legality:
Approved as to Form:
Molly Stump, City Attorney Date
Evelynn Tran, Senior Assistant Counsel Date
Au><hm •• , A
~llt.. LK.I Tr3n'portation ID ... " ... DI r u.r
Mul. HiU S3 [Ipt.ttilm~ Pb •
....... {I'J'l
1IlII -'".,Ir'''"w UN '",,'dl ~ ... _ ....... ,.c.." '; """-r....,-<l: ... a.. ....J"""-__ '-",,"-)
• u..-_-llll ...... (fY~ll)
· ~~c ;,,~.oIl_"' __ ,u.;...oIooi&o, -.......... -.,~~~ .,_ ...... _-.-
., 7utr.c-> ..... r"' .. _ Ics.,c..._
., ~_u...tf"""'''~s.looy
., ''''';'hll.l-U... "~-w.~s...,;..Ic ~
~"
1 .!lli c... __ fnrao
• u..-_ 11 I _,F, :>Oll)
· ~~c ;',~.oIl_"' __ ,u.;...oIooi&o,
_...... .... __ ., ...... ~s,.->
., ....... r,_ s,.-r".m"q;.,( ___ " , ......
o;£,_ .... m.,-... ~"...... ..-)
., c-_.dollo.-.Jlij -_ .......................... ......
. , J.lo-riuoofad.b f_S-",~-",""._ .,<;,l • .., . .....,
~,..;... ;"m"wiobdoo«<l·,,,,7...,,....... Pba
J. rno rm.....u.r..:_
• u..-_ "l_iF':>Oll~<-_ .... _tm.pc.-y,. .... .....
• ~I';,pomoc ___
., ~.o..dT""''' J -........ ...,.... "' •• __ ...,.. • ....,,00!i.!I _ ......... _. ,< ..... -
., .t...I.,.H<_oI ....... _
Au""hm •• ' A
~11t.. Lou] I r~n,p"'1ation (nn"m.nl Fu.r
.wul. Bill!i3 [Ip ... dilur~ Pb •
....... (1.,-'<)
IRII-[_ .. '''me .• ''''1,,/\ (l)<otc ==_ , • ..,. _ ,.c.." ';
""'-r...,-or ... [)", mol .... -",,,,,,,a-__ ) • :u.-__ \1I1 ...... (fY:'Cll)
l'.:ip;;.1'"j""~(.>ridoo .oIl ____ ,u.;..,oIooi&o, ----.... -.,~!..-~ ., _._;..,,;.,,-.....
o ~_c-> ..... r"'.I.,J· acs.,"",,,,,
, Io.dnr-u.o.tf ......... ,.,."s.>oy ., 1"";'-' 1H .... r..io "~~~r....,;.;,acu...
~"
1 .!lli Con._""",.
:u.-_ $2 1.w..(Ff:>Oll)
l'.:ip;;.1'r,;u~(.>ridoo .oIl ____ ,u.;..,oIooi&o, ____ .... _.,~~s,.->
., ....... r,_ s,-,.r~(. __ ') , K.\riq ...r.,.-d......,m.r............ ..-)
,c-_oiltllo·.-.llij-_ ......................... .....
, J.lo-cioio,,"",b fol..t.S-_LP>U--"""'..-..,ocI • ., . .......,
~ ....... ;,m"w;"t.dootod·, ... ~ ........... Pba
, rh.'~~~ fme.JhO .. ., ..... -:u.-_ "l.w..IA·:>Oll~<-_ .... _~c-,-.-.do
'-' l'.:ip;;. bpomo c--"" , '-"'0;"";,. ...... ,,. -,,,,,,,...,qIt,,,p ,..,..,...,.,,"*-'1
_ ......... _. 'd· ... _
o "-'I.~_01 ...........