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HomeMy WebLinkAbout9/26/2017 - STAFF REPORTS - 5.C. �O ppLMSA� iy u n yoe,no c441FORN�P City Council Staff Report DATE: September 26, 2017 NEW BUSINESS SUBJECT: ADOPT A RESOLUTION AMENDING THE BUDGET FOR FISCAL YEAR 2017-18, ADOPTED BY RESOLUTION 24238, TO INCORPORATE THE 2017 ANNUAL SLURRY SEAL, CITY PROJECT NO. 17-02, TO BE FUNDED BY SENATE BILL 1 (SB 1), THE ROAD REPAIR AND ACCOUNTABILITY ACT OF 2017 FROM: David H. Ready, City Manager BY: Engineering Services Department SUMMARY Senate Bill 1 (SB1), identified as "The Road Repair and Accountability Act of 2017" will increase local street and road funds allocated through the Highway Users Tax Account, allocating funds from new taxes through the new Road Maintenance and Rehabilitation Account (RMRA). In accordance with the state's new guidelines, a new and separate revenue stream through increased Gas Tax will be provided to the City, upon approval by the California Transportation Commission (CTC) of a project listing identifying the City's use of the new Gas Tax (RMRA) revenue. All proposed projects must be included in the City budget that is adopted by the City Council. Staff has updated the Capital Improvement Program to include S B 1 -RMRA funds to be budgeted for the 2017 Annual Slurry Seal, City Project No. 17-02 (the "Project"). RECOMMENDATION: 1. Adopt Resolution No. " A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM SPRINGS CALIFORNIA, AMENDING THE BUDGET FOR FISCAL YEAR 2017-18, ADOPTED BY RESOLUTION 24238, TO INCORPORATE THE 2017 ANNUAL SLURRY SEAL, CITY PROJECT NO. 17-02, TO BE FUNDED BY SB 1, THE ROAD REPAIR AND ACCOUNTABILITY ACT OF 2017;" 2. Amend the 2017/2018 Fiscal Year Budget to include an appropriation of $263,599 of SB1-RMRA (Gas Tax) Funds for Fiscal Year 2017/2018; and 3. Amend the 2017/2018 Fiscal Year Budget to include a new capital improvement project to be funded with SB1-RMRA (Gas Tax) Funds, identified as the 2017 Annual Slurry Seal, City Project No. 17-02. ITEM NO. 5� City Council Staff Report September 26, 2017-- Page 2 Amending Budget for SB1 Gas Tax Funds STAFF ANALYSIS: On April 28, 2017, the Governor signed Senate Bill 1 (SB 1) (Beall, Chapter 5, Statutes of 2017), which is known as the Road Repair and Accountability Act of 2017. To address basic road maintenance, rehabilitation and critical safety needs on both the state highway and local streets and road system, SB 1 increases the per gallon fuel excise taxes; increases diesel fuel sales taxes and vehicle registration fees; and provides for inflationary adjustments to tax rates in future years. Beginning November 1, 2017, the State Controller will deposit various portions of this new funding into the newly created RMRA. A percentage of this new RMRA funding will be apportioned by formula to eligible cities and counties pursuant to the Streets and Highways Code (SHC) Section 2032(h) for basic road maintenance, rehabilitation, and critical safety projects on the local streets and roads system. It is important to note that all new revenues received through the increased Gas Tax must be dedicated to capital improvement projects, and cannot be used for personnel or other administrative costs. Cities and counties receiving RMRA funds must comply with all relevant federal and state laws, regulations, policies, and procedures. The main requirements for the program are codified in SHC Sections 2034, 2036, 2037, and 2038 and below are a few of the included requirements: • Submit to the California Transportation Commission (CTC) a list of projects proposed to be funded with these funds. All projects proposed to receive funding must be included in a city or county budget that is adopted by the applicable city council or county board of supervisors at a regular public meeting [SHC 2034(a)(1)]. • The list of projects must include the description and location of each proposed project, a proposed schedule for the project's completion, and the estimated useful life of the improvement[SHC 2034(a)(1)]. • For each fiscal year in which RMRA funds are received and expended, cities and counties must submit documentation to the Commission that includes the description and location of each completed project, the amount of funds expended on the project, the completion date, and the estimated useful life of the improvement [SHC 2034(b)]. In accordance with the recently released guidelines, Staff has established a new account for RMRA funds and updated the Capital Improvement Program to identify the new Gas Tax funding appropriation for the City's Annual Slurry Seal project, CP 17-02, an eligible project to receive the RMRA funding. Staff recommends adopting the resolution in Attachment 1 to amend the FY 17/18 Budget to include this updated Capital Improvement Program. 02 City Council Staff Report September 26, 2017-- Page 3 Amending Budget for SB1 Gas Tax Funds ENVIRONMENTAL IMPACT: The requested City Council action is not a "Project" as defined by the California Environmental Quality Act (CEQA). Pursuant to Section 15378(a), a "Project" means the whole of an action, which has a potential for resulting in either a direct physical change in the environment, or a reasonably foreseeable indirect physical change in the environment. The requested action is to amend the Fiscal Year 2017/2018 budget, and is exempt from CEQA pursuant to Section 15378(b), in that a "Project" does not include: (5) Organizational or administrative activities of governments that will not result in direct or indirect physical changes in the environment. FISCAL IMPACT: Based on the latest State Department of Finance projection, the projected revenue for RMRA funds for Fiscal Year 2017-2018 is $263,599. The following budget adjustments will appropriate and segregate SB 1- RMRA funds into a unique fund. Following City Council approval, the Capital Improvement Program will be updated, reflecting the addition of this new fund into the budget and create an additional project account for the City's 2017 Annual Slurry Seal project, CP 17-02, eligible for RMRA funding. Projected revenue for RMRA funds for the first full year of increased Gas Tax (RMRA) Funds for Fiscal Year 2018-2019 is $790,752. At that time the Engineering Services Department will program a list of eligible projects prior to that budget year to provide to the CTC as per the guidelines included as Attachment 2._ The Finance Director will incorporate the following budget adjustments to be placed in the appropriate funding account. Increase Estimated Revenue: SB 1 - RMRA: $263,599 Increase Appropriations: Annual Slurry Seal $263,599 A total of $1,400,000 is currently budgeted for the 2017 Annual Slurry Seal, City Project 17-02 with Local Measure A Fund (Fund 134). With the addition of $263,599 from SB 1- RMRA funds, the project budget will increase to $1,663,599 allowing staff to add additional streets to the project. 03 City Council Staff Report September 26, 2017 -- Page 4 Amending Budget for SB1 Gas Tax Funds SUBMITTED: Thomas Garcia, P.E. Marcus L. Fuller, MPA, P.E., P.L.S. City Engineer Assistant City Manager David H. Ready, Esq., P City Manager Attachments: 1. Resolution 2. SB 1 — RMRA Guidelines 3. Project List 04 ATTACHMENT 1 05 RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM SPRINGS CALIFORNIA, AMENDING THE BUDGET FOR FISCAL YEAR 2017-18, ADOPTED BY RESOLUTION 24238, TO INCORPORATE THE 2017 ANNUAL SLURRY SEAL, CITY PROJECT NO. 17-02 TO BE FUNDED BY SB 1, THE ROAD REPAIR AND ACCOUNTABILITY ACT OF 2017 WHEREAS, Senate Bill 1 (SB 1), the Road Repair and Accountability Act of 2017 (Chapter 5, Statutes of 2017) was passed by the Legislature and Signed into law by the Governor in April 2017 in order to address the significant multi-modal transportation funding shortfalls statewide; and WHEREAS, SB 1 includes accountability and transparency provisions that will ensure the residents of our City are aware of the projects proposed for funding in our community and which projects have been completed each fiscal year; and WHEREAS, the City must include a list of all projects proposed to receive funding from the Road Maintenance and Rehabilitation Account (RMRA), created by SB 1, in the City budget, which must include a description and the location of each proposed project, a proposed schedule for the project's completion, and the estimated useful life of the improvement; and WHEREAS, the City, will receive an estimated $263,599 in RMRA funding in Fiscal Year 2017-18 from SB 1; and WHEREAS, the City has undergone a robust public process to ensure public input into our community's transportation priorities/the project list; and WHEREAS, the City used a Pavement Management System to develop the SB 1 project list to ensure revenues are being used on the most high- priority and cost-effective projects that also meet the communities priorities for transportation investment; and WHEREAS, the funding from SB 1 will help the City maintain and rehabilitate streets, roads, bridges, add active transportation infrastructure throughout the City this year and hundreds of similar projects into the future; and WHEREAS, the 2016 California Statewide Local Streets and Roads Needs Assessment found that the City's streets and roads are in a "good" condition and this revenue will help us increase the overall quality of our road 06 Resolution No. Page 2 system and over the next decade will maintain our streets and roads in a "good" condition; and WHEREAS, without revenue from SB 1, the City, would have otherwise been canceling projects throughout the community; and WHEREAS, if the Legislature and Governor failed to act, city streets and county roads would have continued to deteriorate, having many and varied negative impacts on our community; and WHEREAS, cities and counties own and operate more than 81 percent of streets and roads in California, and from the moment we open our front door to drive to work, bike to school, or walk to the bus station, people are dependent upon a safe, reliable local transportation network; and WHEREAS, modernizing the local street and road system provides well- paying construction jobs and boosts local economies; and WHEREAS, the local street and road system is also critical for farm to market needs, interconnectivity, multimodal needs, and commerce; and WHEREAS, police, fire, and emergency medical services all need safe reliable roads to react quickly to emergency calls and a few minutes of delay can be a matter of life and death; and WHEREAS, maintaining and preserving the local street and road system in good condition will reduce drive times and traffic congestion, improve bicycle safety, and make the pedestrian experience safer and more appealing, which leads to reduce vehicle emissions helping the State achieve its air quality and greenhouse gas emissions reductions goals; and WHEREAS, restoring roads before they fail also reduces construction time which results in less air pollution from heavy equipment and less water pollution from site run-off; and WHEREAS, the SIB 1 project list and overall investment in our local streets and roads infrastructure with a focus on basic maintenance and safety, investing in complete streets infrastructure, and using cutting-edge technology, materials and practices, will have significant positive co-benefits statewide. NOW, THEREFORE THE CITY COUNCIL DETERMINES, RESOLVES AND APPROVES AS FOLLOWS: SECTION 1. That the foregoing Recitals are true and correct and are incorporated herein by this reference. 07 Resolution No. Page 3 SECTION 2. The Budget for Fiscal Year 2017-18 adopted by Resolution No. 24238 is hereby amended to incorporate and include the following list of projects planned to be funded with Road Maintenance and Rehabilitation Account revenues: Project Name/No: 2017 Annual Slurry Seal, CP 17-02 Description: 2017 Annual Slurry Seal (Citywide) Estimated Useful Life: 5-7 Years Est. Construction Year: Spring 2018 The Director of Finance shall incorporate such project into the 2017-2018 Budget as appropriate and shall add to the Capital Improvement Program of the 2017-2018 Budget additional funding to be received from the Road Maintenance and Rehabilitation Account revenues as follows: SOURCE(S): Fund Activity Account Amount SB 1 — RMRA Fund $263,599 ADDITION(S): Fund Activit Account Amount Capital Project Fund 1 J $263,599 ADOPTED THIS 26th DAY OF September, 2017. CITY OF PALM SPRINGS David H. Ready City Manager ATTEST: Kathleen D. Hart Interim City Clerk 08 Resolution No. Page 4 CERTIFICATION STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss. CITY OF PALM SPRINGS ) I, KATHLEEN D. HART, Interim City Clerk of the City of Palm Springs, hereby certify that Resolution No. is a full, true and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Springs on September 26, 2017, by the following vote: AYES: NOES: ABSENT: ABSTAIN: Kathleen D. Hart, MMC Interim City Clerk City of Palm Springs, California 09 ATTACHMENT 2 10 THE ROAD REPAIR AND ACCOUNTABILITY ACT OF 2017 2017 LOCAL STREETS AND ROADS FUNDING ANNUAL REPORTING GUIDELINES August 2017 California Transportation Commission 'gpf3 1C1� 2017 LOCAL STREETS AND ROADS FUNDING ANNUAL REPORTING GUIDELINES Adopted by the California Transportation Commission on August 16, 2017 Pursuant to California Streets and Highways Code Section 2034 Commissioners Bob Alvarado — Chair Fran Inman —Vice Chair Yvonne B. Burke Lucetta Dunn James Earp James C. Ghielmetti Carl Guardino Christine Kehoe James Madaffer Joseph Tavaglione Senator Jim Beall — Ex Officio Assembly Member Jim Frazier— Ex Officio Susan Bransen — Executive Director 12 CALIFORNIA TRANSPORTATION COMMISSION THE ROAD REPAIR AND ACCOUNTABILITY ACT OF 2017 ANNUAL REPORTING GUIDELINES FOR LOCAL STREETS AND ROADS FUNDING TABLE OF CONTENTS I. Introduction...................................................................................................................... 1 1. Background and Purpose of Reporting Guidelines.................................................. 1 2. Program Objectives and Statutory Requirements.................................................... 1 3. Program Roles and Responsibilities......................................................................... 3 4. Program Schedule...................................................................................................... 4 II. Funding.............................................................................................................................4 5. Source ......................................................................................................................... 4 6. Estimation and Disbursement of Funds.................................................................... 5 III. Eligibility and Program Priorities.................................................................................... 5 7. Eligible Recipients...................................................................................................... 5 8. Program Priorities and Example Projects................................................................. 5 IV. Project List Submittal....................................................................................................... 6 9. Content and Format of Project List ........................................................................... 6 10. Process and Schedule for Project List Submittal....................................................10 11. Commission Submittal of Eligible Entities to the State Controller's Office...........10 V. Project Expenditure Reporting and Auditing ................................................................11 12. Scope of Completed Project Expenditure Report....................................................11 13. Process and Schedule for Project Report Submittal...............................................13 14. Commission Reporting of Project Information Received........................................13 15. State Controller Expenditure Reporting and Maintenance of Effort Monitoring....14 16. Workforce Development Requirements and Project Signage.................................16 Appendix A— Local Streets and Roads Project List Form...................................................17 Appendix B - Local Streets and Roads Completed Project Expenditure Report Form......19 Appendix C— Local Streets and Roads Program Schedule.................................................21 ,. 13 California Transportation Commission 2017 Local Streets and Roads Funding Program Annual Reporting Guidelines August 2017 I. Introduction 1. Background and Purpose of Reporting Guidelines On April 28, 2017 the Governor signed Senate Bill (SB) 1 (Beall, Chapter 5, Statutes of 2017), which is known as the Road Repair and Accountability Act of 2017. To address basic road maintenance, rehabilitation and critical safety needs on both the state highway and local streets and road system, SB 1: increases per gallon fuel excise taxes; increases diesel fuel sales taxes and vehicle registration fees; and provides for inflationary adjustments to tax rates in future years. Beginning November 1, 2017, the State Controller(Controller)will deposit various portions of this new funding into the newly created Road Maintenance and Rehabilitation Account (RMRA). A percentage of this new RMRA funding will be apportioned by formula to eligible cities and counties pursuant to Streets and Highways Code (SHC) Section 2032(h) for basic road maintenance, rehabilitation, and critical safety projects on the local streets and roads system. For a detailed breakdown of RMRA funding sources and the disbursement of funding please see Sections 5 and 6 of these guidelines. SB 1 emphasizes the importance of accountability and transparency in the delivery of California's transportation programs. Therefore, in order to be eligible for RMRA funding, statute requires cities and counties to provide basic annual RMRA project reporting to the California Transportation Commission (Commission). These guidelines describe the general policies and procedures for carrying out the annual RMRA project reporting requirements for cities and counties and other statutory objectives as outlined in Section 2 below. The guidelines were developed in consultation with state, regional, and local government entities and other transportation stakeholders. The Commission may amend these guidelines after first giving notice of the proposed amendments. In order to provide clear and timely guidance, it is the Commission's policy that a reasonable effort be made to amend the guidelines prior to the due date for project lists or the Commission may extend the deadline for project list submission in order to facilitate compliance with the amended guidelines. 2. Program Objectives and Statutory Requirements Streets and Highways Code (SHC) Section 2032.5(a) articulates the general intent of the legislation that recipients of RMRA funding be held accountable for the efficient investment of public funds to maintain local streets and roads and are accountable to the people through performance goals that are tracked and reported. Pursuant to SHC Section 2030(a), the objective of the Local Streets and Roads Program is to address deferred maintenance on the local streets and roads system through the prioritization and delivery of basic road maintenance and rehabilitation projects as well as critical safety projects. Cities and counties receiving RMRA funds must comply with all relevant federal and state laws, regulations, policies, and procedures. The main requirements for the program are codified in SHC Sections 2034, 2036, 2037, and 2038 and include the following: California Transportation Commission 2017 Local Streets and Roads Funding Program Annual Reporting Guidelines August 2017 • Prior to receiving an apportionment of RMRA funds from the Controller in a fiscal year, a city or county must submit to the Commission a list of projects proposed to be funded with these funds. All projects proposed to receive funding must be included in a city or county budget that is adopted by the applicable city council or county board of supervisors at a regular public meeting [SHC 2034(a)(1)]. • The list of projects must include a description and the location of each proposed project, a proposed schedule for the project's completion, and the estimated useful life of the improvement[SHC 2034(a)(1)]. Further guidance regarding the scope, content, and submittal process for project lists prepared by cities and counties is provided in Sections 9-10. • The project list does not limit the flexibility of an eligible city or county to fund projects in accordance with local needs and priorities so long as the projects are consistent with RMRA priorities as outlined in SHC 2030(b) [SHC 2034(a)(1)]. • The Commission will report to the Controller the cities and counties that have submitted a list of projects as described in SHC 2034(a)(1) and that are therefore eligible to receive an apportionment of RMRA funds for the applicable fiscal year[SHC 2034(a)(2)]. • The Controller, upon receipt of the report from the Commission, shall apportion RMRA funds to eligible cities and counties pursuant to SHC 2032(h) [SHC 2034(a)(2)j. • For each fiscal year in which RMRA funds are received and expended, cities and counties must submit documentation to the Commission that includes a description and location of each completed project, the amount of funds expended on the project, the completion date, and the estimated useful life of the improvement [SHC 2034(b)]. Further guidance regarding the scope, content, and submittal process for program expenditure reports is provided in Sections 12-13. • A city or county receiving an apportionment of RMRA funds is required to sustain a maintenance of effort (MOE) by spending at least the annual average of its general fund expenditures during the 2009-10, 2010-11, and 2011-12 fiscal years for street, road, and highway purposes from the city's or county's general fund [SHC 2036]. Monitoring and enforcement of the maintenance of effort requirement for RMRA funds will be carried out by the Controller and is addressed in more detail in Section 15. • A city or county may spend its apportionment of RMRA funds on transportation priorities other than priorities outlined in SHC 2030(b) if the city or county's average Pavement Condition Index(PCI) meets or exceeds 80 [SHC 2037]. • By July 1, 2023, cities and counties receiving RMRA funds must follow guidelines developed by the California Workforce Development Board (Board) that address participation and investment in, or partnership with, new or existing pre-apprenticeship training programs [SHC 2038]. Further information regarding the forthcoming Board Guidelines and future Board-sponsored grant opportunities is available in Section 16. 2 15 California Transportation Commission 2017 Local Streets and Roads Funding Program Annual Reporting Guidelines August 2017 3. Program Roles and Responsibilities Below is a general outline of the roles and responsibilities of recipient cities/counties, the Commission, the Controller, and the California Workforce Development Board, in carrying out the program's statutory requirements, as well as activities the Commission will undertake to meet the legislative intent of SB 1: Recipient Cities/Counties: • Develop and submit a list of projects to the Commission each fiscal year. • Develop and submit a project expenditure report to the Commission each fiscal year. • Comply with all requirements including reporting requirements for RMRA funding. Commission: • Provide technical assistance to cities and counties in the preparation of project lists and reports. • Receive project lists from cities and counties each fiscal year. • Provide a comprehensive list to the Controller each fiscal year of cities and counties eligible to receive RMRA apportionments. • Receive program expenditure reports from cities and counties each fiscal year and provide aggregated statewide information regarding use of RMRA funds to the Legislature and the public (e.g. the Commission's Annual Report to the Legislature and a SB 1 Accountability Website). Controller: • Receive list of cities and counties eligible for RMRA apportionments each fiscal year from the Commission. • Apportion RMRA funds to cities and counties. • Oversee Maintenance of Effort and other requirements for RMRA funds including reporting required pursuant to SHC 2151. California Workforce Development Board: • Pursuant to SHC 2038, establish a pre-apprenticeship development and training grant program beginning January 1, 2019 that local public agencies receiving RMRA funds are eligible to apply for or partner with other entities to apply for. • Pursuant to SHC 2038, develop guidelines for public agencies receiving RMRA funds to participate, invest in, or partner with, new or existing pre-apprenticeship training programs. Local public agencies receiving RMRA funds must follow the guidelines by no later than July 1, 2023. 3 16 California Transportation Commission 2017 Local Streets and Roads Funding Program Annual Reporting Guidelines August 2017 4. Program Schedule The following schedule lists the major milestones for the development of the 2017 Local Streets and Roads Funding Annual Reporting Guidelines, initial submittal of project lists, and transmittal of eligibility list to the Controller. See Appendix C for a more detailed program schedule. Draft Guidelines Circulated for Public Review June 19—July 10, 2017 Commission Adoption of Guidelines August 16-17, 2017 Technical Assistance and Outreach to Cities/Counties August 18—October 16, 2017 Project Lists due to Commission October 16 , 2017 Commission Adopts List of Eligible Cities and Counties December 6-7 , 2017 Commission Submits List to Controller December 6-7, 2017 Controller FY 17-18 Apportionments Begin Mid-January 2018 11. Funding 5. Source The State of California imposes per-gallon excise taxes on gasoline and diesel fuel, sales taxes on diesel fuel, and registration taxes on motor vehicles and dedicates these revenues to transportation purposes. Portions of these revenues flow to cities and counties through the Highway Users Tax Account (HUTA) and the newly established RMRA created by SB 1. The Local Streets and Roads Funding Program administered by the Commission in partnership with the Controller is supported by RMRA funding which includes portions of revenues pursuant to SHC 2031 from the following sources: • An additional 12 cent per gallon increase to the gasoline excise tax effective November 1, 2017. • An additional 20 cent per gallon increase to the diesel fuel excise tax effective November 1, 2017. • An additional vehicle registration tax called the "Transportation Improvement Fee" with rates based on the value of the motor vehicle effective January 1, 2018. • An additional$100 vehicle registration tax on zero emissions(ZEV)vehicles of model year 2020 or later effective July 1, 2020. • Annual rate increases to these taxes beginning on July 1, 2020 (July 1, 2021 for the ZEV fee) and every July 152 thereafter equal to the change in the California Consumer Price Index (CPI). SHC 2032(h)(2) specifies that 50 percent of the balance of revenues deposited into the RMRA, after certain funding is set aside for various programs, will be continuously appropriated for apportionment to cities and counties by the Controller pursuant to the formula in SHC Section 2103(a)(3)(C)(i) and (ii). 4 17 California Transportation Commission 2017 Local Streets and Roads Funding Program Annual Reporting Guidelines August 2017 6. Estimation and Disbursement of Funds While neither, the Commission nor the State Controller's Office prepare formal estimates of RMRA funds, the Department of Finance (DOF) estimates the total amount of funding that will be deposited into the RMRA annually. The California State Association of Counties and the League of California Cities use this information from DOF to develop city and county level estimates of RMRA funds which are available here: California State Association of Counties http://www.counties.orq/sb-1-road-repair-and-accountability-act-2017 League of California Cities http://www.californiacityfinance.com/ Each fiscal year, upon receipt of a list of cities and counties that are eligible to receive an apportionment of RMRA funds pursuant to SHC 2032(h)(2) from the Commission, the Controller is required to apportion RMRA funds to eligible cities and counties consistent with the formula outlined in SHC Section 2103(a)(3)(C)(i)and (ii). It is expected that the Controller will continuously apportion RMRA funds on a monthly basis to eligible cities and counties using a process and system similar to that of HUTA apportionments. RMRA funding is continuously apportioned and is not provided on a reimbursement basis. The Commission does not approve project lists and provide authorization to proceed with RMRA funded projects. The Commission receives project lists, determines they are complete and meet basic statutory requirements outlined in SHC 2034 and then approves and submits a statewide list to the Controller of cities and counties that are eligible to begin receiving monthly RMRA funding apportionments. III. Eligibility and Program Priorities 7. Eligible Recipients Eligible recipients of RMRA funding apportionments include cities and counties that have prepared and submitted a project list to the Commission pursuant to SHC Section 2034(a)(1)and that have been included in a list of eligible entities submitted by the Commission to the Controller pursuant to SHC Section 2034(a)(2). Recipients of RMRA apportionments must comply with all relevant federal and state laws, regulations, policies, and procedures. 8. Program Priorities and Example Projects Pursuant to SHC Section 2030(a), RMRA funds made available for the Local Streets and Roads Funding Program shall be prioritized for expenditure on basic road maintenance and rehabilitation projects, and on critical safety projects. SHC Section 2030(b)(1) provides a number of example projects and uses for RMRA funding that include, but are not limited to, the following: • Road Maintenance and Rehabilitation • Safety Projects 5 1. g California Transportation Commission 2017 Local Streets and Roads Funding Program Annual Reporting Guidelines August 2017 • Railroad Grade Separations • Complete Streets Components (including active transportation purposes, pedestrian and bicycle safety projects, transit facilities, and drainage and stormwater capture projects in conjunction_with any other allowable project) • Traffic Control Devices SHC Section 2030(b)(2) states that funds made available by the program may also be used to satisfy a match requirement in order to obtain state or federal funds for projects authorized by this subdivision. SHC Section 2030(c)-(f)specifies additional project elements that will be incorporated into RMRA- funded projects by cities and counties to the extent possible and cost effective, and where feasible (as deemed by cities and counties). These elements are: • Technologies and material recycling techniques that lower greenhouse gas emissions and reduce the cost of maintaining local streets and roads through material choice and construction method. • Systems and components in transportation infrastructure that recognize and accommodate technologies including but not limited to ZEV fueling or charging and infrastructure-vehicles communications for transitional or fully autonomous vehicles. • Project features to better adapt the transportation asset to withstand the negative effects of climate change and promote resiliency to impacts such as fires, floods, and sea level rise (where appropriate given a project's scope and risk level for asset damage due to climate change). • Complete Streets Elements (such as project features that improve the quality of bicycle and pedestrian facilities and that improve safety for all users of transportation facilities) are expected to be incorporated into RMRA funded projects to the extent (as deemed by cities and counties) beneficial, cost-effective, and practicable in the context of facility type, right-of-way, project scope, and quality of nearby facilities. Pursuant to SHC Section 2037, a city or county may spend its apportionment of RMRA funds on transportation priorities other than those outlined in SHC Section 2030 if the city's or county's average Pavement Condition Index (PCI) meets or exceeds 80. IV. Project List Submittal 9. Content and Format of Project List Pursuant to SHC Section 2034(a)(1), prior to receiving an apportionment of RMRA funds from the State Controller in a fiscal year, a city or county must submit to the Commission a list of projects proposed to be funded with these funds pursuant to an adopted city or county budget, which may include pertinent budget amendments. Listed below are the specific statutory criteria for the content of the project list along with additional guidance provided to help ensure a consistent statewide format and to facilitate accountability and transparency within the Local Streets and Roads Program. 6 � 9 . . .___ . ._.._. _ California Transportation Commission 2017 Local Streets and Roads Funding Program Annual Reporting Guidelines August 2017 a.) Included in an Adopted Budget All proposed projects must be included in a city or county budget that is adopted by the applicable city council or county board of supervisors at a regular public meeting. To ensure transparency and to meet the intent of SHC Section 2034(a)(1) "included in a city or county budget" can mean either of the following: a.) A specific list of projects proposed for RMRA funding adopted as part of the city/county's regular operating or capital improvement budget, at a regular public meeting; or b.) A specific list of projects proposed for RMRA funding amended into the city/county's regular operating or capital improvement budget, at a regular public meeting. Documentation of Inclusion in an Adopted Budget A city or county must provide a public record which illustrates that projects proposed for RMRA funding through the Local Streets and Roads Program have been included in an adopted city or county operating budget. Examples of an acceptable public record include: a.) An excerpt from the city/county's regular operating or capital improvement budget including the relevant list of projects and an adopting resolution; b.) An excerpt from the city/county's regular operating or capital improvement budget including the relevant list of projects and meeting minutes documenting approval at a regular public meeting. c.) An excerpt from the city/county's amended operating or capital improvement budget including the relevant list of projects, or the staff report specifying the projects to be included, as well as an adopting resolution or meeting minutes documenting approval at a regular public meeting. Submittal of electronic copies of the relevant excerpts from an operating budget (or amendment) and support documentation (i.e. resolution or minutes) is encouraged. Support documentation requirements are further discussed in Appendix A. b.) List of Projects—Content Pursuant to SHC 2034(a)(1), the project list must include a description and the location of each proposed project, a proposed schedule for each project's completion, and the estimated useful life of the improvement. The project list is intended to cover, at a minimum, the applicable fiscal year. Cities and counties may include project information for future fiscal years but are expected to update the project list as needed every fiscal year prior to submittal to the Commission. Development and Content The Commission recognizes the inherent diversity of road maintenance and rehabilitation needs among the approximately 540 jurisdictions across the state that may utilize Local Streets and Roads Program funding. Given the emphasis SB 1 places on accountability and transparency in delivering California's transportation programs, cities and counties are encouraged to clearly articulate how these funds are being utilized through the development of a robust project list. 7 20 California Transportation Commission 2017 Local Streets and Roads Funding Program Annual Reporting Guidelines August 2017 To promote statewide consistency in the content and format of project information submitted to the Commission, and to facilitate transparency within the Local Streets and Roads Funding Program, the following guidance is provided regarding the key components of the project list. Please note that project lists included in a city or county budget should, at a minimum, include the elements mandated by statute: description, location, schedule for completion and useful life. Cities and counties should include more detailed project information as described below in the project list submitted to the Commission. For further assistance, Appendix A has been developed to outline project list content and format. Project Description The list must include a project description for each proposed project. The city/county is encouraged to provide a brief non-technical description (up to 5 sentences)written so that the main objectives of the project can be clearly and easily understood by the public. The level of detail provided will vary depending upon the nature of the project; however, it is highly encouraged that the project description contain a minimum level of detail needed for the public to understand what is being done and why it is a critical or high-priority need. Project Location The list must include a project location for each proposed project. The city/county is encouraged to provide project location information that, at a minimum, would allow the public to clearly understand where within the community the project is being undertaken. For example, providing specific street names where improvements are being undertaken and specifying project termini when possible are preferable to more general information such as "various"or"south-west side of city/county". If project-specific geolocation data is available, it is highly encouraged to be included in the project list submitted to the Commission. Proposed Schedule for Completion The list must include a completion schedule for each proposed project. The city/county is encouraged to provide a high-level timeline that provides a clear picture to the public of when a project is reasonably expected to be completed. The proposed schedule for completion should clearly articulate if a project will take multiple years to complete. Estimated Useful Life The list must include an estimated useful life for each proposed project. The city/county is encouraged to provide information regarding the estimated useful life of the project that is clear, understandable, and based on industry-standards for the project materials and design, where applicable. Technology, Climate Change, and Complete Streets Considerations SHC Section 2030(c)-(f)specifies additional project elements that will be incorporated into RMRA-funded projects by cities and counties to the extent possible and cost effective, and where feasible. These elements are: • Technologies and material recycling techniques that lower greenhouse gas emissions and reduce the cost of maintaining local streets and roads through material choice and construction method. 8 21 California Transportation Commission 2017 Local Streets and Roads Funding Program Annual Reporting Guidelines August 2017 • Systems and components in transportation infrastructure that recognize and accommodate technologies including but not limited to ZEV fueling or charging and infrastructure-vehicles communications for transitional or fully autonomous vehicles. • Project features to better adapt the transportation asset to withstand the negative effects of climate change and promote resiliency to impacts such as fires,floods, and sea level rise (where appropriate given a project's scope and risk level for asset damage due to climate change). • Complete Streets Elements (such as project features that improve the quality of bicycle and pedestrian facilities and that improve safety for all users of transportation facilities) are expected to be incorporated into RMRA funded projects to the extent (as deemed by cities and counties) beneficial, cost-effective, and practicable in the context of facility type, right-of-way, project scope, and quality of nearby facilities. Cities and counties are encouraged to consider all of the above for implementation, to the extent possible, cost-effective, and feasible, in the design and development of projects for RMRA funding. To meet the intent of SHC 2032.5(a) as outlined in Section 2 of these Guidelines, in addition to the statutory requirements outlined in Section 10, the standard forms developed by the Commission will allow cities and counties to report on the inclusion of these elements. Other Statutory Considerations for Project Lists Pursuant to SHC Section 2034(a)(1), the project list shall not limit the flexibility of an eligible city or county to fund projects in accordance with local needs and priorities, so long as the projects are consistent with SHC Section 2030(b).After submittal of the project list to the Commission, in the event a city or county elects to make changes to the project list pursuant to the statutory provision noted above, formal notification of the Commission is not required. However, standard reporting forms will provide an opportunity for jurisdictions to annually communicate such changes to the Commission as part of the regular reporting process. Pursuant to SHC Section 2037, a city or county may spend its apportionment of RMRA funds on transportation priorities other than those outlined in SHC 2030(b) if the city or county's average Pavement Condition Index (PCI) meets or exceeds 80. This provision however, does not eliminate the requirement for cities and counties to prepare and submit a list of projects or the requirement to consider technology, climate change, and complete streets elements to the extent possible, cost-effective and feasible, in the design and development of projects for RMRA funding. In the event a city or county will spend its apportionment of RMRA funds on transportation priorities other than those outlined in Section 8 of these guidelines and pursuant to SHC 2037, cities and counties are encouraged to work with its respective Regional Transportation Planning Agency or Metropolitan Planning Organization to ensure that projects are included in the applicable Regional Transportation Plan. a. 22 California Transportation Commission 2017 Local Streets and Roads Funding Program Annual Reporting Guidelines August 2017 c.) List of Projects— Standard Format Please note that project lists included in a city or county budget should, at a minimum, include the elements mandated by statute: description, location, schedule for completion and useful life elements. Cities and counties should include more detailed project information in the project list submitted to the Commission. To promote statewide consistency of project information submitted to the Commission, a standard project list format is under development and is further explained in Appendix A. For the initial submittal of project lists in 2017, cities and counties are required to use the standard form available. The form will be provided by the Commission to cities and counties at the earliest opportunity after adoption of the guidelines. The Commission intends to make available an online platform so that cities and counties can quickly and easily enter project list information and upload support documentation online. 10.Process and Schedule for Project List Submittal A city or county must submit a project list and support documentation by October 16, 2017 to the Commission. All materials should be provided electronically to: ctc(ddot.ca.gov. In the event a jurisdiction wishes to submit a hard copy please contact the program manager at: Eric Thronson, Deputy Director California Transportation Commission Eric.Thronson cDdot.ca.gov (916) 654-7179 11.Commission Submittal of Eligible Entities to the State Controller's Office Pursuant to SHC Section 2034(a), a city or county must submit a project list to the Commission to be eligible for the receipt of RMRA funds, and the Commission must report to the Controller the jurisdictions that are eligible to receive funding. Upon receipt of project lists and support documentation, Commission staff will review submittals to ensure they are complete. Once a project list submittal has been received and deemed complete by staff, the city or county will be added to a list of jurisdictions eligible to receive RMRA funding for that fiscal year as required by SHC Section 2034(a)(2). All project lists and support documentation submitted by cities and counties will be posted to the Commission's website. The list of eligible cities and counties will be brought forward for Commission consideration at a regularly scheduled meeting where staff will request Commission direction to transmit the list to the Controller. Upon direction of the Commission, staff will transmit the list to the Controller pursuant to SHC Section 2034(a)(2)and the cities and counties included on the list will be deemed eligible to receive RMRA apportionments for that fiscal year pursuant to SHC Section 2034(a)(1). Upon receipt of the list from the Commission, the Controller is expected to apportion funds to the cities and counties included on the list pursuant to SHC Sections 2034(a)(2) and 2032(h). In the event a city or county does not provide a complete project list and support documentation for Commission consideration and eligibility designation pursuant to deadlines established by these guidelines, cities and counties are expected to work cooperatively with Commission staff to provide any missing information as soon as possible. Once completed information is provided, Commission action to establish eligibility will be taken at the next earliest opportunity. 10 23 California Transportation Commission 2017 Local Streets and Roads Funding Program Annual Reporting Guidelines August 2017 V. Project Expenditure Reporting and Auditing 12.Scope of Completed and In-Progress Project Expenditure Report Pursuant to SHC Section 2034(b), for each fiscal year in which an apportionment of RMRA funds is received and upon expenditure of funds, cities and counties must submit documentation to the Commission pertaining to the expenditure of those funds that includes: a description and location of each completed project, the amount of funds expended on the project, the completion date, and the estimated useful life of the improvement. The project expenditure reporting process will also provide an opportunity for cities and counties to report on the progress and expenditures associated with multi-year projects that are not yet complete. Listed below are the specific statutory criteria for the content of the completed project expenditure report along with additional guidance provided to help ensure a consistent statewide format and to facilitate accountability and transparency within the Local Streets and Roads Program. a.) Completed and In-Progress Project Expenditure Report—Content Development and Content Given the emphasis SB 1 places on accountability and transparency in delivering California's transportation programs, it is vitally important that cities and counties clearly articulate the public benefit of these funds through the development of a robust project expenditure report. To promote statewide consistency in the content and format of project expenditure information submitted and to facilitate transparency and robust reporting within the Local Streets and Roads Funding Program,the following guidance is provided regarding the key components of the completed project expenditure report. Additionally, Appendix B has been developed to provide an example of project expenditure report content and format. The project expenditure report must cover the full fiscal year and include projects that have completed construction and are fully operational. The standard form will also provide an opportunity for cities and counties to report on the progress and expenditures associated with multi-year projects that are not yet complete. Proiect Description The report must include a project description for each completed and in-progress project. The city/county is encouraged to provide a brief non-technical description (up to 5 sentences) written so that the main objectives of the project can be clearly and easily understood by the public. The level of detail provided will vary depending upon the nature of the project; however, it is highly encouraged that the project description contain a minimum level of detail needed for the public to understand exactly what work was completed or will be completed in the future. Proiect Location The report must include a project location for each completed and in-progress project.The city/county is required to provide project location information that, at a minimum, would allow the public to clearly understand where within the community the project was or will be constructed. For example, specific street names where improvements were undertaken 11 24 California Transportation Commission 2017 Local Streets and Roads Funding Program Annual Reporting Guidelines August 2017 and project termini should be specified. If project-specific geolocation data is available, it is highly encouraged to be included. The Amount of Funds Expended and the Project Completion Date The report must include the amount of RMRA funds expended on the project and its date of completion or expected date of completion. For the purposes of the project expenditure report, a project is considered complete when it is operational/open to traffic. Construction contract close-out is not required to be complete. Estimated Useful Life The report must include an estimated useful life for each proposed project.The city/county is encouraged to provide information regarding the estimated useful life of the project that is clear, understandable, and based on industry-standards for the project materials and design, where applicable. Technology, Climate Change, and Complete Streets Considerations SHC Section 2030(c)-(f)specifies additional project elements that will be incorporated into RMRA-funded projects by cities and counties to the extent possible and cost effective, and where feasible. These elements are: • Technologies and material recycling techniques that lower greenhouse gas emissions and reduce the cost of maintaining local streets and roads through material choice and construction method. • Systems and components in transportation infrastructure that recognize and accommodate technologies including but not limited to ZEV fueling or charging and infrastructure-vehicles communications for transitional or fully autonomous vehicles. • Project features to better adapt the transportation asset to withstand the negative effects of climate change and promote resiliency to impacts such as fires, floods, and sea level rise (where appropriate given a project's scope and risk level for asset damage due to climate change). • Complete Streets Elements (such as project features that improve the quality of bicycle and pedestrian facilities and that improve safety for all users of transportation facilities) are expected to be incorporated into RMRA funded projects to the extent (as deemed by cities and counties) beneficial, cost-effective, and practicable in the context of facility type, right-of-way, project scope, and quality of nearby facilities. Cities and counties are encouraged to consider all of the above for implementation, to the extent possible, cost-effective and feasible, in the design and development of projects for RMRA funding. In the event that completed projects contain technology, climate change, and complete streets considerations pursuant to SHC 2030(c)-(f). Standard reporting forms developed by the Commission will allow, cities and counties to report on the inclusion of these elements in RMRA-funded projects. Standard reporting forms developed by the Commission will also provide space for supplementary information to be provided regarding the benefits of RMRA funded projects. Cities and counties should consider providing additional information in the proposed project list as appropriate in order to clearly communicate how RMRA funding is being effectively put to use. .12 25 California Transportation Commission 2017 Local Streets and Roads Funding Program Annual Reporting Guidelines August 2017 Other Statutory Considerations for Project Expenditure Reports Pursuant to SHC Section 2037, a city or county may spend its apportionment of RMRA funds on transportation priorities other than those outlined in SHC Section 2030(b) if the city's or county's average Pavement Condition Index (PCI) meets or exceeds 80. This provision, however, does not eliminate the requirement for cities and counties to prepare and submit a completed project expenditure report or the requirement to consider technology, climate change, and complete streets elements to the extent possible, cost- effective and feasible, in the design and development of projects for RMRA funding. b.) Project Expenditure Report— Standard Format To promote statewide consistency of project information submitted, a standard completed and in-progress project expenditure report format has been developed and is further explained in Appendix B. For the initial submittal of project expenditure reports in 2017, cities and counties are required to use the standard form available. The form will be provided by the Commission to cities and counties at the earliest opportunity after adoption of the guidelines. The Commission intends to make available an online platform so that cities and counties can quickly and easily enter completed and in-progress project information online. 13.Process and Schedule for Project Expenditure Report Submittal Completed Project Reports must be developed and submitted to the Commission according to the statutory requirements of SHC Section 2034(b) as outlined above in Section 12. A city or county must submit a Completed and In-Progress Project Report by October 1, 2018 and October 15S of each subsequent year to the Commission. All materials should be provided electronically to ctc(ddot.ca.gov. In the event a jurisdiction wishes to submit a hard copy please contact the program manager at: Eric Thronson, Deputy Director California Transportation Commission Eric.Thronsonodot.ca.gov (916) 654-7179 14.Commission Reporting of Project Information Received In order to meet the requirements of SB 1 which include accountability and transparency in the delivery of California's transportation programs, it is vitally important that the Commission clearly communicate the public benefits achieved by RMRA funds. The Commission intends to articulate these benefits through the development of an SB 1 accountability website and through other reporting mechanisms such as the Commission's Annual Report to the Legislature. Upon receipt of project expenditure reports, Commission staff will review submittals to ensure they are complete. If any critical project information is missing (i.e. SHC 2034(b) requirements such as project description, location, date of completion, expenditures, and useful life of improvement) Commission staff will notify city/county staff to complete for resubmittal within 10 working days. 13 26 California Transportation Commission 2017 Local Streets and Roads Funding Program Annual Reporting Guidelines August 2017 All completed project expenditure reports submitted by cities and counties will be posted to the Commission's SIB 1 Accountability website. The Commission will also analyze the completed project expenditure reports provided by cities and counties and aggregate the project information to provide both statewide and city/county level summary information such as the number, type, and location of RMRA funded projects.This information will also be provided on the Commission's SIB 1 Accountability website by December 151 each year, and included in the Commission's Annual Report to the Legislature which is delivered to the Legislature by December 151h each year. In the event a city or county does not provide a project expenditure report by the deadline requested (October 111 each year) to allow for Commission analysis and inclusion on the SIB 1 accountability website and in the Annual Report to the Legislature, absence of the report will be noted on the website, in the Annual Report, and may be reported to the State Controller. 15.State Controller Expenditure Reporting and Maintenance of Effort Monitoring This section provides general information regarding the detailed expenditure reporting and maintenance of effort requirements that cities and counties are responsible for demonstrating to the State Controller's Office. It is important to note that the Commission has no oversight or authority regarding these provisions. Specific guidance should be sought from the State Controller's Office in these areas. In addition to the RMRA completed project reporting requirements outlined in SHC Section 2034(b), SHC Section 2151 requires each city and county to file an annual report of expenditures for street or road purposes with the State Controller's Office. SHC Section 2153 imposes a mandatory duty on the State Controller's Office to ensure that the annual streets and roads expenditure reports are adequate and accurate. Additional information regarding the preparation of the annual streets and roads expenditure report is available online in the Guidelines Relating to Gas Tax Expenditures for Cities and Counties prepared and maintained by the State Controller's Office. These Guidelines were last updated in August 2015 and are anticipated to be updated again to address new accountability provisions of SIB 1. Expenditure authority for RMRA funding is governed by Article XIX of the California Constitution as well as Chapter 2 (commencing with Section 2030) of Division 3 of the SHC. RMRA funds received should be deposited as follows in order to avoid the commingling of those funds with other local funds: a.) In the case of a city, into the city account that is designated for the receipt of state funds allocated for local streets and roads. b.) In the case of a county, into the county road fund. c.) In the case of a city and county, into a local account that is designated for the receipt of state funds allocated for local streets and roads. RMRA funds are subject to audit by the Controller pursuant to Government Code Section 12410 and SHC Section 2153. Pursuant to SHC 2036, a city or county receiving an apportionment of RMRA funds is required to sustain a maintenance of effort(MOE) by spending at least the annual average of its general fund expenditures during the 2009-10, 2010-11, and 2011-12 fiscal years for street, road, and highway purposes from the city's or county's general fund, Monitoring and enforcement of the MOE requirement for RMRA funds will be carried out by the Controller. 14 27 California Transportation Commission 2017 Local Streets and Roads Funding Program Annual Reporting Guidelines August 2017 MOE requirements are fully articulated in statute as follows: Streets and Highways Code Section 2036 (a) cities and counties shall maintain their existing commitment of local funds for street, road, and highway purposes in order to remain eligible for RMRA funding apportionment. (b) In order to receive an allocation or apportionment pursuant to Section 2032, the city or county shall annually expend from its general fund for street, road, and highway purposes an amount not less than the annual average of its expenditures from its general fund during the 2009-10, 2010-11, and 2011-12 fiscal years, as reported to the Controller pursuant to Section 2151. For purposes of this subdivision, in calculating a city's or county's annual general fund expenditures and its average general fund expenditures for the 2009-10, 2010-11, and 2011- 12 fiscal years, any unrestricted funds that the city or county may expend at its discretion, including vehicle in-lieu tax revenues and revenues from fines and forfeitures, expended for street, road, and highway purposes shall be considered expenditures from the general fund. One-time allocations that have been expended for street and highway purposes, but which may not be available on an ongoing basis, including revenue provided under the Teeter Plan Bond Law of 1994 (Chapter 6.6 (commencing with Section 54773) of Part 1 of Division 2 of Title 5 of the Government Code), may not be considered when calculating a city's or county's annual general fund expenditures. (c) For any city incorporated after July 1, 2009, the Controller shall calculate an annual average expenditure for the period between July 1, 2009, and December 31, 2015, inclusive, that the city was incorporated. (d) For purposes of subdivision (b), the Controller may request fiscal data from cities and counties in addition to data provided pursuant to Section 2151, for the 2009-10, 2010-11, and 2011-12 fiscal years. Each city and county shall furnish the data to the Controller not later than 120 days after receiving the request. The Controller may withhold payment to cities and . counties that do not comply with the request for information or that provide incomplete data. (e) The Controller may perform audits to ensure compliance with subdivision (b) when deemed necessary. Any city or county that has not complied with subdivision (b) shall reimburse the state for the funds it received during that fiscal year. Any funds returned as a result of a failure to comply with subdivision (b) shall be reapportioned to the other counties and cities whose expenditures are in compliance. (0 If a city or county fails to comply with the requirements of subdivision (b) in a particular fiscal year, the city or county may expend during that fiscal year and the following fiscal year a total amount that is not less than the total amount required to be expended for those fiscal years for purposes of complying with subdivision (b). 15 �$ California Transportation Commission 2017 Local Streets and Roads Funding Program Annual Reporting Guidelines August 2017 16.Workforce Development Requirements and Project Signage Pursuant to SHC Section 2038, by July 1, 2023, cities and counties receiving RMRA funds must follow guidelines developed by the California Workforce Development Board that address participation & investment in, or partnership with, new or existing pre-apprenticeship training programs. Cities and Counties receiving RMRA funds will also be eligible to compete for funding from the Board's pre-apprenticeship development and training grant program that includes a focus on outreach to women, minority participants, underrepresented subgroups, formerly incarcerated individuals, and local residents to access training and employment opportunities. Upon California Workforce Development Board adoption of guidelines and grant funding opportunities in this area, the Commission will update the Local Streets and Roads Program Reporting Guidelines to incorporate this information by reference. To demonstrate to the public that RMRA funds are being put to work, cities and counties should consider including project funding information signage, where feasible and cost-effective, stating that the project was made possible by SB 1 —The Road Repair and Accountability Act of 2017. 16 29 California Transportation Commission 2017 Local Streets and Roads Funding Program Annual Reporting Guidelines August 2017 Appendix A — Local Streets and Roads Project List Form To promote statewide consistency in the content and format of project information submitted to the Commission, and to facilitate transparency within the Local Streets and Roads Funding Program, Appendix A provides the general outline of a standard Project List form that is under development for cities and counties to use in submitting the proposed list of projects to the Commission. This will be an electronic form with a series of drop-down menus, check-boxes, and fillable fields. For the initial submittal of project lists in 2017, cities and counties are required to use the standard form once available. The form will be provided by the Commission to cities and counties at the earliest opportunity after adoption of the guidelines. The Commission intends to make available an online platform so that cities and counties can quickly and easily enter project list information and upload support documentation online. Please note that project lists included in a city or county budget should include, at a minimum,the elements mandated by statute: description, location, schedule for completion and useful life elements, while the form below includes more detailed project information. The nature/type of information that will be included in the standard form is outlined below: General Info: • City and County Name • Project Lead and Department Contact Information • Legislative District(s) • Jurisdiction's Average Network PCI and date/year of measurement • Fiscal Year • Supplementary Information' (a place for the city/county to report how RMRA projects were identified as a priority, how they demonstrate an efficient investment of public funds, and any additional benefits of the projects). Proposed Proiect A Description: • Brief description (up to 5 sentences)written in a non-technical way that is understandable to the public and which includes some quantifiable measurement about the project (e.g. replace 5 culverts, repave/resurface 2 miles of road, restripe 1 mile of bike lanes, etc.) • Have city/county check boxes specifying the type of project it is based on RMRA priorities or "other" and the inclusion of additional Technology, Climate Change and Complete Streets elements(SHC 2030). Space will be provided for cities and counties to provide an optional narrative description of the additional elements and check boxes for why additional elements may not have been included i.e. feasibility. • Local/Regional project number(if applicable) 2,3 Supplementary and location information can be used to demonstrate a variety of benefits of RMRA projects including effective prioritization of funds, equitable distribution, and efficient utilization of funding. 17 30 California Transportation Commission 2017 Local Streets and Roads Funding Program Annual Reporting Guidelines August 2017 Location: • Should be as specific as possible (i.e. street names and project termini) and geolocation information should be provided if available' Proposed Schedule for Completion: Anticipated construction year Estimated Useful Life: • Should be clear, understandable, and based on industry-standards as applicable. Support Documentation • Electronic Copy of excerpt from City/County's Adopted Budget or Budget Amendment including proposed list of projects, or the staff report specifying the projects to be included in a budget amendment Adopting resolution or meeting minutes to document budget/amendment approval • Additional information regarding support documentation is available in Section 10 of the guidelines Project Flexibility Pursuant to SHC Section 2034(a)(1), this project list shall not limit the flexibility of an eligible city or county to fund projects in accordance with local needs and priorities, so long as the projects are consistent with SHC Section 2030(b). 2,3 Supplementary and location information can be used to demonstrate a variety of benefits of RMRA projects including effective prioritization of funds, equitable distribution, and efficient utilization of funding. 18 31 California Transportation Commission 2017 Local Streets and Roads Funding Program Annual Reporting Guidelines August 2017 Appendix B - Local Streets and Roads Project Expenditure Report Form To promote statewide consistency in the content and format of project expenditure information submitted to the Commission, and to facilitate transparency within the Local Streets and Roads Funding Program, Appendix B provides the general outline of a standard Project Expenditure Report form that is under development for cities and counties to use. This will be an electronic form with a series of drop-down menus, check-boxes, and fillable fields. For the initial submittal of project expenditure reports to the Commission in 2018, cities and counties are required to use the standard form once available. The form will be provided by the Commission to cities and counties at the earliest opportunity after adoption of the guidelines. The Commission intends to make available an online platform so that cities and counties can quickly and easily enter project expenditure information online. The nature/type of information that will be included in the standard form is outlined below: General Info: • City/County Name • Project Lead and Department Contact Information • Legislative District(s) • Jurisdiction's Average Network PC] and year/date of measurement. • Total Funds Apportioned during the Fiscal Year • Supplementary Information3 (a spot for the city/county to report how RMRA projects were identified as a priority, how they demonstrate an efficient investment of public funds, and any additional benefits of the projects). Completed or In Progress Project A Description: • Brief description (up to 5 sentences)written in a non-technical way that is understandable to the public and which includes some quantifiable measurement about the project (e.g. replace 5 culverts, repave/resurface 2 miles of road, restripe 1 mile of bike lanes, etc.) • Have city/county check boxes specifying the type of project it is based on RMRA priorities or "other" and the inclusion of additional Technology, Climate Change and Complete Streets elements(SHC 2034). Space will be provided for cities and counties to provide an optional narrative description of the additional elements and check boxes for why additional elements may not have been included i.e. feasibility. • Local/Regional project number(if applicable) • Space will be provided for cities and counties to identify any project list changes resulting from the flexibility afforded by SHC 2034(a)(1) such as projects added, deleted, or replaced if applicable. 3,4 Supplementary and location information can be used to demonstrate a variety of benefits of RMRA projects including effective prioritization of funds, equitable distribution, and efficient utilization of funding. 19 32 California Transportation Commission 2017 Local Streets and Roads Funding Program Annual Reporting Guidelines August 2017 Location: • Must be as specific as possible (i.e. street names and project termini) and geolocation information is highly encouraged to be provided if available4 Amount of Funds Expended: • Enter the amount of RMRA funds expended on the project and the total project cost • Enter the amount and type of other funds expended on the project Completion Date: • Drop down menu to select the month and year that the project is complete/operational etc. • Place to enter status update on multi-year projects and expected completion date Estimated Useful Life: • Should be clear, understandable, and based on industry-standards as applicable. Signage: • Provide a place to report on the inclusion of project funding information signage, if applicable 3A Supplementary and location information can be used to demonstrate a variety of benefits of RMRA projects including effective prioritization of funds, equitable distribution, and efficient utilization of funding. 20 33 California Transportation Commission 2017 Local Streets and Roads Funding Program Annual Reporting Guidelines August 2017 Appendix C — Local Streets and Roads Program Schedule Adoption of Final Guidelines Call for Project Lists August 16-17, 2017 Technical Assistance and Outreach to Cities/Counties August 18—October 16, 2017 Project Lists due to Commission October 16, 2017 Commission Adopts List of Eligible Cities and Counties December 6-7, 2017 Commission Submits List to Controller December 6-7, 2017 Controller FY 17-18 Apportionments Begin Mid-January 2018 Completed Project Report Submitted to Commission October 1, 2018 for 2017- 2018 Fiscal Year Commission Posts Statewide LSR Program December 1, 2018 Accountability Information Online yJ Zff - Guidelines Update as Needed TBD Call for Project Lists TBD5 Commission Review, Approval &Adoption of List of TBD6 Eligible Cities and Counties Commission Submits Final List to Controller July 1, 2018 Controller FY 18-19 Apportionments Begin Mid-September 2018 Completed Project Report Submitted to Commission October 1, 2019 for 2018 - 2019 Fiscal Year Commission Posts Statewide LSR Program December 1, 2019 Accountability Information Online 5,6 The Commission is working with city and county representatives to develop a schedule for FY 18-19 that accommodates city and county budgeting processes; statutory clarification may be needed in this area. 21 34 ATTACHMENT 3 35 STATE OF CALIFORNIA •CALIFORNIA TRANSPORTATION COMMISSION Senate Bill (SB) 1 Proposed Project List Form Part 1: General Information Local Streets and Roads 0' ---- am *Agency Name: (Select from dropdown list) LoCode: Palm Springs 5282 *Agency Address: *City: *ZIP Code: 3200 E.Tahquitz Canyon Way JPaIm Springs I CA 92262 *Agency Contact: *Agency Contact Title: Thomas Garcia ICity Engineer *Agency Contact Phone No.: (i.e. 1234567890) *Agency Contact Email Address: (760)322-8339 thomas.garcia@palmspringsca.gov Funding for Fiscal Year: FY 17/18 *Budget Support Documentation:? Please briefly describe the budget support documentation being provided. F Councilstaff report and budget resolution amending the previously approved Fiscal Year 2017/2018 get toinclude a new appropriation of$263,599 revenue allocation from SB1-RMRA gas tax funds,to be ropriated and budgeted for a new expense as part of the 2017 Annual Slurry Seal Project, City Project No. 2. (Month) (Year) Average Network PCI: 69 Measurement Date: 02 2015 Additional Information: ? Project Flexibility: Pursuant to SHC Section 2034(a)(1),this project list shall not limit the flexibility of an eligible city or county to fund projects in accordance with local needs and priorities, so long as the projects are consistent with SHC Section 2030(b).After submittal of the project list to the Commission, in the event a city or county elects to make changes to the project list pursuant to the statutory provision noted above,formal notification of the Commission is not required. However,the Project Expenditure Report form that is due to the Commission by October 1st each year,will provide an opportunity for jurisdictions to annually communicate such changes to the Commission as part of the regular reporting process. * Required information 36 roaxu ulguaxu rnnxwuaununw w MIIIIOM Senate BIIIIISBIS Prwwed PrPlM list Farm Part 2: Project Information 1 I(i I loaf sereeis-and&Dads�� m o •PeQubed •fStiMatcE eddelondl Prol<[I fie...be ProlM Type alztlmatld Useful l.11< IedslaU¢e Oistrlcgsl (Uoez the prolec[int'lutle elemengil as EescrlEed In SHC 203C IcI11It 4 completion Dam rs<mn rw nom arowown usrl rnpoz • "et I.wr.l vPhil. LaC w rdx v[it cn lB •p:ni¢a txsamtwn •v,ol<a to<armn 4 pl soul e is ie son 4 4 Complete (PPpI TYPe lit"Othmef' elecretl, Vre ConMrUetic�n Climate State SustairwMlity TxM1nologiez 5trellP ISele[i loom diopEown ll5ri pP]SP PXpI]In C4naltUt l mm.V1'IV1 Min. Mav, Slall SlNtt 0.SSemmy p 4 Cnanre aem.Ms B¢3[IlplbpW FI¢m¢Atl ,r Immlvs'rvl 7 ,r 2C1]Annual Slurry SCal City Pr.,ec[1)- I..M3lmmn,hce AnnUdl51urry"A p,Oleol Vadou5 ot,suedewrh PCl score cf 65-)5 11/200 XecVdM malaialx 6) P<m6gnamn Nncpropralm,ho o-Ir,a,on: no °Pdtdlmll,:tdpngm Pro¢ s ] 2e rroemem "'le Prox szg2..! sorrow.. PPo3 �w PPPit S gt PPos PPo6 3TQ. Pro) PPoB N:: P. PPI I M sae2,.: PP1 43T2:.: PP13 PPIa ":RBm:; PP15 PPI6 921kt:'. PP PP20 5m62` Nn I" perm :-93it'.. PP23 62N PP21 NN PP25 92N PP2g Pn sA2 Pvn sou wn szN wM s n 00.1 1. s sm PP31 1. a m M t M ws6 sn2 PPn sw PPn s m PP" 5M PPIo m P PPc.2 sm iliM PP" sm PPos 5n2 PP" m I 5 :. PP!) k9P12sx PP PP41 Mill PP51 592 PP52 91T2-.- PP53 •'SIdZ::" PPH NN::. pP55 �'A2Ne: Prsc Pvn lag ' PP58 8 1 a18 sa Ii STATE OF CALI FOR NIA•CALIFORNIA TRANSPORTATION COMMISSION Senate Bill(SB)1 Proposed Project List Form local Streets'and Rods Program Agency Name: Agency Contact: FY Thomas Garcia Pal,Springs (760)322-8339 17/' LoCode: 5282 thomas.garcia@paimspringsca.gdV Summary of Proposed Project List Estimated Completion Date EstimatedUseful Life N o. Project Project Title Project Description Project Location (mm/dd/yyyy) (a of yrs) Pre- Construction Min. Max. Construction pP01 2017 Annual Slurry Seal Annual slurry seal project Various City streets with PCl store of 65-75 11/2017 1 03/201E 5 7 PP02 PP03 PP04 PP05 PPO6 PP07 PPOS PP09 PP10 PP11 PP12 PP13 PP14 PP15 PP16 PP17 PP18 PP19 PP20 PP21 PP22 PP23 o 1 of 22