HomeMy WebLinkAbout0347.091.-
-
July 3, 1991
HONORABLE CITY COC~CIL
Palo Alto, California
1
~N1A cLARA COID."TY TRAFFIC AUTHORITY -DRAFT __ 1991 __ STRATEGIC PLAN
Members of the Council:
This is an informational report, no Cour.cil action is required.
As part of the Council meeting agenda on July 8, 1991, will
Kem.pton, Executive Director of the santa Clara County Traffic
Authority, is scheduled to make a presentation concerning the Draft
1991 strategic Plan for the Measure A program in Santa Clara
County, which the Traffic Authority administers. The purpose of
the presentation is to review current strategic Plan information
and project sta~us, respond to questions, and receive any comments
from the Council. Final adoption of the 1991 Strategic Plan by the
Traffic Authority is scheduled for November l~ 1991.
The strateqic Plan is used to identify the scope, budget, and
Gchedule for projects financed through Measure A~ Measure A is a
half-cent sales tax program that vas passed by voters in November
1984, tor specified highway improvements on Routes 85~ 101~ and 237
in Santa Clara County~ A new strategic Plan is adopted annually by
the Traffic Authority, as a statement of under&tanding and intent
regarding actions, ongoinq and planned~ to complete the Measure A
program~
Included as Attachment 1 is the Executive summary from the Oraft
199~ strategic Plan, -which provides an overvie..... of the 1991
Strateqic Plan .... ith a focus on measures to adjust to current
fundinq sbortfallG, The remaining sections of the Strategic Plan
roe-port contain more detailed information on financial aspects,
program. options, evaluation., and recommendatlons~ The Traffic
Authority has directly provided a complete copy of the report to
each Council Kember, under separate cover, and a reference copy is
a available for public viewing in the city Clerk's Office, City
Hall., 250 Hamilton Ayenue~ Palo Alto.
The Measure A p~ojects that most directly affect Palo Alto included
the widening of Route 101, to provide an additional travel la~e in
the median in each direction, and the construction of sound walls
along residential areas adjacent to tbe free .. ay. Tr,is 'Work 'Was all
CMR:J4?:91
,
I
, .
.... --:-.., ,-
~
-
program. Palo Altols earlier direct experience .ith the Traffic
Authority ~as ver)~ positive in terms of sensitivity,
responsiveness,. professionalism and achievemertt~ Ongoing
indications are that such favorable attributes ~ntinue~
The primary issue currently facing the Traffic Authority is a lack
of sufficient funds, for a variety ot reasons, to complete the
Measure ... projects. This gives rise to oil need to consider a
varie.ty of actions, pursue alternative C01Jrs:es o.f action, and make
~ome difficult choices to address the overall progrdm shortfall.
Apart from ~ qeneral overview of the status o.f the Measure A
program, Council may wish to hear some comments regarding: (a) any
effects that air qilality reqt.O.lations have had or may have on
projects# (b) relationship of Measure A projects with the
Congestion Mana~ement Proqram# (c) specific measures being
considered/taken to reduce the overall program funding shortfall,
and Cd) current thinking on the need for# and use of# additional
revenue from a potential rene~al of the sales tax increment, ~hich
is set to e~irB at the end of a ten year period (1935).
Respectfully submitted,
MARVrN L. OVERWAY
Chief Transportation Official
1¥1tAcU,(/ ;c AUf-J£ vL
KENNETH R. SCHREIBER
Director of Planninq and
community Environment
1. Executive summary -Santa Clara county Traffic
Authority 1991 Strategic Plan (D=aft).
cc: Will Kempton, Traffic Authority
CMIl:347:91 7/3/91
Page 2
, "
"'
l
~.
: --
-
Mr. Dave Adams
Director of Pubrlc WorM
City {If PaID A!to
250 Hamilton A venue
Palo .'Ito. CA 943-03
Dear Mr. Adams:
19'91 ORAr""T STRATEGIC PlAN.
ATtACHMENT I
Zoe LOfgg.n
J\Jne 25. 1991
Attached i:c!ha 1991 Draft StraIftgfc Plan for 'lour review and comrr-em. The major issue
address.ad in this year'. fl.iO. is the affect of the recent downturn in the economy on L"e Measure A
Prog'ram', revenue. In tllf past few vears, the SVjUegi<; Plan has been abre to maintain a bitlance
between program expencfrtures and program revenues without re-ducinQ project work. This baran;;e
also in\lotved a[1: accelerated sc.hedule f'Or -eanv completion of the t~ree Measure A. Routes {R'OlJtes.
85,.101. and 237). Current sales tax projections, !'lowever, indicate that Measure A sales ta)(
revenue will fan far short of the 1990 projections. Without alternative re .... enue sources, not aD
pre .... iously funded projeeu; can proceed'. Tl'lerefore. the Traffic Authority must determine which
projects can be completed, w'hicl'l projects must be re--schedufed, and which ;:>roiects should be
deferrtd until other reVttnL/tis are identified.
The recommended course of action to al'leviate the program shartfan is to contjnue to
pursue add"rtional revenues through ether sources, while implemef!tif')Q" ~tio"'s 10 balance trle
program', revenuti and expenditures. Since the Traffic Authority C;!Innct guarantee addItional
revtmues, the 1991 Draft Strategi, Plan incorporates several expenditure re-alJCtion options
available to er.min~te the forecasted shortfan. These options inch:de the ronowing act,ons:
c R&"schedule remainir.g projeCts on a ·pay as you QO" basis;
o Have the State assume the co .. t of an remaining consUuction and right-af-way
suPPOrt services;
o
o
fmplement ~wer cost options on the forJowing projects
1. Route 85f1 0' interchange at Bernal Road
2. Route as/1 7 InterchanQ'e ~DC-2 ConnectOt TUflI1eO
Defer the fonowing projects to the CompletJon Plan
1. Rcute 237/S80 In~en;hange • Measure A contribution to Stage A
2. Route 851280 [nterct1ange uPQrade
In an attempt to avoid deferring other projects to the Completicn Plan, the Traffic Authority
IS exploring additional expenditure re"uction oj;lportun·rties. These opportunities include tl'1e
de .... efo,pm.ent of addjtionallower cost interchange alternatives at Route 237/North F~rst Street and
Route 237IMaude/M~ddlefield, as welT as opportunities for cost sharing wit."" local jurisdictions.
in any event the 1991 Draft ~ __ f.l..l!::! is based on continuing final design services fOf
all orlginat Initial Plan work even if spet:ific projects are recommended for deterr.J1 to t'he Completion
Pia". In this manner, i!' additional revenues become available these projects would be ready for
immediate implementation.
QSofi TechncbjnI D!Ive, SU!te 224, Son Jaw, Contomio 951~O
P:w'rP.o"", rf'CVCl6d POP'!'"
'-.',
-
Mr. Oav& Adams
June 25, 1991
PiiI\tB 2
Lower cost alternatives .can be effecti ... s expenditure reduction option.!; if they are east
effective. re~eYi!! conge.stion. lmpn:l'<l8 the safety of the existing condition, and can be upgfO!lded 10
"the ultimate project "In the future.
Since a large portion o~ the right-of-way along Ro!.Jte 237 is owned by jurisdictions tl'1at
benefit from the Authority', activities, the Traffic Authority is encouraginQ local jurisdktions to
donate 1his publiC' land 10 the Meil,sure A Pr~fam. The~e donations, a.!-ong lI',:ith other COSt sharing
oPPOrtunities with local jurisdictions .... iould sianificantlv redur;e Measure A expenditures and
minimize the need to defer ad'.f"rtional Initial Plan prolects to the Completion Plan.
The final 1991 Strategis; Plan wlli contain the standard scope, budget .. and Icheduht
statemenu customary to the Strattgic: Plan. Since the 1991 Draft f!i.n tla.s nol been itPproved by
the Tratf.lc Authority. the 1990 f!i.!:!,& $Cope and budget information are .stin ap,p1icable. As part of
the Final 1991 Strategic Plan the Completion Plan projects will be evaluated and' prioritized. To
expedite this process, please re .... iew the Completion Plan prOjects ns!ed In the 1990 Svategic Plan
and' provide your eommenl$ by Jury 1 5, , 99'. tf ';'0 u do not hit .... e ;II COpy of the 1990 .E:li..Q, please
C'Ontact the Traffic Authority itt 1754 Technology Dri ... e, Suite 24:4, San Jose, CA 95110 or by
calling (408f 453-3777 and we win send you a copy of the scope and 'cud,et information for an
Completion Plan projects.
The communhy re .... iew period for the 1991 Strategic Pli,n is lat& Jun., through August.
1991. Three local pubne t'leannlil.s are scheduled in Juty to discuss the recnmmend'ationl in the
draft SViteg!c Plan. These meetings are as fonow.s:
JulV 9
July rEi
July 23
County Board of Supervisors' Chambers
70 Wen Hedding Street. San Jose
Mountain VieW City Counei:! Chambsrs
540 Castro Street. Mountain View
The Radisson Hotel
399 SWeon Vane",' Road, San Jose
5·7 p.m.
7-9 p,m.
After ~.,eorporating the pubnc comments, the final staff recommendatjo!l for the 1991
Strategic Plan wi!! be presented to the Traffic Authority's Policy Advisory board in mjd·Au"l.Jst and
to th-e Traffic Avthority'" ear1v September, with final adoption planned for November. 1991.
Vl/KfAO/JEKisw
dftsprtr. wk.
Attachment
S'ncerely.
WJA~
WlLL KEMPTON
Executive Director
•
i i.
j
j
-
IlnAI?I
STRATEGIC
PLAN
JUNE
1991
, ,
•
.;.#
: ';~' ~}~ ,
,...,~
,..-~~,
.,
I
F p
:r
:::::::::o:~~
EXECUTrVE SUMMARY -==-=-~:::==-:
\ ,
•
0"
-
EXl:CUTlYE SUMMARY
Early in the Measure A program, the Saela Cllra Count}' Traffic Authority jd~IHified
thr; %leeli for, Strllte,i, t'a» as I mea.m to devetop a plan for ac'nic-... ing the ObjeCt1\1CS of
the prosrlm. The Slra[ujc Plan is .intended to be In c\lohuionary document and rev:isions
lItt mad(. as information concerning the Kope and ~ost of proJects and the projections of
(uture proBram r~",.enue changes..
In the past Cc'\\' years. the Stratesic Plap process has bee!!. able to mai:c.t;o>in !. 'balance
betwe~D program expenditures and program revenucs "",ithout .reducing project -a.·ori.:. This
has been accoropl.isned despite silAificlIl.t increase!! ill right-of'·"IlI'ay costs and previous.
nuctuatlDns ia program revenues through the implemeotaejon of projeC't cost ",oclrols, vattlc
engine-eriDI and Ihe identification of other re .. 'ecue sources. Current sales. tax projections.
however, indicate that Measure A sales tax revenues ""iIl fall far short oC J990 projectiocs.
Wjthout ,Hcrnatlve revenue 50urce~ Dot all prevlousJ:y fUDded project:; ~an proceed_
Therefore, the Traffic AuthOrlty must determiDc ..... hich projects cac be compleled, ,.·hich
projects must be rescheduled Ind whIch projects must be deferred until other re'\>'ecuC's are
jdentif.ied, Tbjs StulCgic Plan proposes a program scenario jnc[uding recommended steps to
be akcft to 'catance expend.itures with revenue ...
In the ptOCCM oC dtveloplnl .. recommended. course of action, projections of pro!,.ram
rc-.. eoues and elDcnditures-wert' prepared witb a rangc DC 'nIue-50 representing optimistic.
pessi.mi.stic aa.4 -oest Iu.ess" scena.rios. These re ... enue and cx,t'endttl!re c!;.timatel> provided
the basis for cash flow &.nalyscs wbich identified "rojected year end cash. balances fOt the
rcmainder or the program. Ullder the best guess scecario of economic conditions ar.d
prosram costs. the endio, cash b3.1ancc is rorccut as. a negati .... e $76,6 million. In addition,
interim shortralls or $54,7 million in FY 1993 acd $98.4 million ic FY 1994 Irc identified
using (he b-:st suess a.s.suropHons.
The r~commeDded course or action to allc"late Measure A shortages is tD cODtinue to
pursue additjonat revenues through DIner SDurces, ""'bile impkmentjng the fDllowicg actions
to bala!1C'C: tbe M,asure A Prognm for th: ]99) tlAQ:
Rucbecltl1t relDalatal' proje('ts 00 • ·p4~ as },Oll 10· balis
The first step in balanciti8 t'he $76.6 minion shortfall 1.sSUITIcd tikcly under the best
guess scenario.is. to optimize tne use of Ivail&bJe revenues bas~d on economic a:ssumoPtioD
whicb seem. reasonable liven ClJrreM conditioD'S. Sa .... in's clln 'M achieved b)' rescheduling
work to more closely match expected ca5ft flo .... '. Ind by exttnding construction timetables to
avoh1 the eX?eD$.C: 4( more costly accelerated schedules. Assumr!!l coestructlon cost
escalat.i::>n remains relatlvely flat, this stralegy also impro"'es interest earnings on Mes!ure A
fgnds which Ire drawil dowD at a slower rare.
Re~chedu.tiDI projects must also take into consideration the timin, of C(lcSlrouction "is
• vis the State Local Partller~hip (SB 300) Program. Jc order to maintain proje.::rs ,,"'jthin the
.s.econd cycle of that program to D'13.llimizc: expected matching fund!>, recommcnded' changes
jn dates for advertisement and award are 5olioPped by only r .... ·o to the, moPth~ an:!
construction s.cbeduJe.s ar" extcnced by just three to four months in most cases as shown
belo",,-:
L
-
306-1
309-50
309-40
102-10
106-20
105-10
104-10
103-20
309-30
106-21
,
Prpject Descrjptjon
237t'Maude/MiddJefield'I/C
217/ZlnXer Road I/C
237/First Str-ec:t lie
IS: Pr{)spcct to Stevenl Creek
SS:Los Gatos CkjSaratoga Ck
IS: Dent to Basc.om
85111 Interchange
15/101 rntc1C"hangc
237/Great Amc:rka ParKway
IS/Saratoga. A venue I/e
Con uruqi 00 Completjon PI Its
1990
furt.
06/94
12/93
12/9.3
10/93
10/93
12/93
12/93
09/93
12/93
05/93
Pr~posc-d ISlSlJ
Rescheduled
--.ZIll
TBD
10/94
12/94
08/94
07/94
08/94
!O/94
09/94
10/94
08/93
These changes .... ould allow (or the comptetion of ROllrc IS by Oclober, J994 and Rout:
237 by ~c::mbeT. J994. "Arhen the rescheduling option is applied to the h~st !I.less scenario,
the revised cas.h flaw r~dlJcC's the estimated p!ol!ram shortCall by $6.2 million tc S70.4
milUon. This cas.h flo ..... ,pTo\lid:es the revised base for application Df addltlCioal progum
cash now balancing options..
Reqlltsl that CaIt1ans provide :remli.aLDi CODstructioa alld cia:bI·of-wa,. npporl stn'ces If
SUle u:peD.It
The next option for balancing the Measure A cash flow, i.s to have Caltrans provide
constructiolJ and right-of·way support scr"'iees for remaining project work. It DO Cost to the
Authodty. Thi.s wouloj reduce Measure A expenditures by S~O million, This optir.D,
bowe",er~ is dependent upon Caltrans agrcement and the anilabillty or State support
staffinl·
If Ca!trans is to provide remaiolrlg s"pport :sen' ices, it is anticipated that the Authority
~'ill need to set aside ;additional f1JIlds to cCrller potential cotlstruclian claims. This claims
Cund is pr{)posed at ;U percent o~ the e:;timated S200 million io constructed value for the
projects affected. Tb.is action would bring the total availab\e construction con:ingency for
these projects 10 1.$ percent, the 5 percent contained' in current engineers estimates plus an
addit;onal amount or 2.S perceDt. The prvllision of (his claims fund is in consideration of
C.ltrans IlSsQ.ming full construction maoagement respI)Dsit:ilitics and that agency's de.sire
for higher levels of contingency.
Tb.is option rc~ults in ao estimated oet SIS million reduction ta the base ehh flow
demand ""llb the negative balance eQualliDg 555.2 milJi(lD after application of these savings.
This: remaining negative cash halance is the 'base: for applying the remaining t'llllO barancing
options or dererring rull projects and implementing Tower cast stages as alternate projects.
ES·.:!
-
--_ .. , "', ......... '"" ' ... ~ +">-
J_.,IItIlll ... t Lower COlt 0,110. ,.rojects wbe-n poulbtej Pursue COli Shulill op'porlllDttles
wid. Local Jurlsr!l"tloDi: .%III! Dder lower pr l orll)' projects .DtIJ alher reu.ltf 101n('tl ca. be
hlu1in~
Sued on the eva.luatlon Dr remaiDiDI projects, t ..... O projects are recommended rOI
deferral 10 the CompJetioD Plan, the Routes 85/280 h::tercbanse upgrade Pre>jeCI (MSA ]09-
J) and the Mca:nnc A share or the: Routes 237/880 IntcrchSl1,c Projeci (MSA Je-44JO).. III
addition, ic is recommended that lower cost .!tern8ti'VC5 be CODstruct.:d in lieu of the
currcntJy plaD:lJe1 project! ror tbe Routes 15/10J Interchange (MSA 10)420) io SQuth San
Jose load the future connector tUl'1nelat the Routes 85117 InterchaOlc {MSA 104·10).
T~ese r'Ower cost optior.s and de(errall reduce the MC3:>ure A .shortfall by Itl additional
SJ9 .• million. Alona .... ith the previol!1Iy described: expenditure reduc~ioDs.. this lC'nes I
shortfall of S3S.4 million.
To offsel this remaining shertfatl, the AOithority will be cvaluatillJ lower cos!
alterIlativo::s to tbe Tnterch~nie5 at Route 231/North First Street and
:2.l7/Maude.fMiddJerield. In ad..:litlen. tile Authority will be pursuing cost sllari~8
opportunhies with tbose local j1Jrlsdictions: which dtreclly bencrit rrom Musure A
improvements. Tbe most !lkely opportunity is the possible donation of P1Jblicly owned
property needed for Measure A projects. rt is hoped thaI this combination or lower cost
optlons aDd cost :sharins OPPoTtunitle1 can oUset fhe remaining .. it~rt(alJ aed avoid (untler
p:-oject deferrals.
£S-3
----.-.... -.,..
"-: -..