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California Transit Association 45th Annual Fall Conference EXPO

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California Transit Association 45th Annual Fall Conference EXPO

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    1. California Transit Association 45th Annual Fall Conference & EXPO Susan Harrington Division of Mass Transportation California Department of Transportation

    2. Public Transportation Modernization, Improvement and Service Enhancement Account (PTMISEA) September 2010 Welcome! Welcome!

    3. Program Overview and Changes Created by Proposition 1B, the Highway Safety, Traffic Reduction, Air Quality, and Port Security Bond Act of 2006. $3.6 billion dollars was allocated to PTMISEA available to transit operators over a ten-year period for transit projects. Changes effective FY 2010-11 Expenditure Plans are key to plan future appropriations. Legal review recommends changes to process. Accountability and transparency will be emphasized Reporting standards may be tightened. Part of the Governor’s Strategic Growth Plan to improve the State’s Infrastructure, voted in 2006 Proposition 1B is the $19.925 Billion portion for transportation for 15 programs PTMISEA is the share with specific focus on transit -- $3.6 Billion over ten years CHANGES: Expenditure Plans are critical: Projects MUST be submitted as listed on Plan Legal review recommendations explained with Process Issues (later slide) Part of the Governor’s Strategic Growth Plan to improve the State’s Infrastructure, voted in 2006 Proposition 1B is the $19.925 Billion portion for transportation for 15 programs PTMISEA is the share with specific focus on transit -- $3.6 Billion over ten years CHANGES: Expenditure Plans are critical: Projects MUST be submitted as listed on Plan Legal review recommendations explained with Process Issues (later slide)

    4. Total appropriated: legislature appropriates amount annually Admin cost: reduced by Admin costs prior to SCO applying formula Total Available funds: what the SCO notifies sponsors of shares Allocated to Sponsors: what SCO distributed each year to sponsors for projects Pending allocations for Fall 2010: amount we have Allocation Request/Project Descriptions ready-to-go Remaining Bond Funds available from each yearTotal appropriated: legislature appropriates amount annually Admin cost: reduced by Admin costs prior to SCO applying formula Total Available funds: what the SCO notifies sponsors of shares Allocated to Sponsors: what SCO distributed each year to sponsors for projects Pending allocations for Fall 2010: amount we have Allocation Request/Project Descriptions ready-to-go Remaining Bond Funds available from each year

    5. Funding Issues Bond sales planned in fall 2010 and spring 2011. May not meet full program needs due to reduced sales. PTMISEA competes with other bond programs when bonds are sold so may receive partial funding. We must “sell” the value of our bonds to receive a larger share of each sale. Use completed projects as examples of value. We have heard that bond sales will take place Fall 2010 and Spring 2011 – not confirmed No longer able to assume full funding for appropriations. Priorities are set for use of funds – competing with highway programs, and ongoing contracts Elevate the importance and value of PTMISEA – “SELL” value, P R for program. In order to “sell” our program, we need to produce visible and “brag-able” projects Focus on completion of your projects ON SCHEDULE – delays look bad We have heard that bond sales will take place Fall 2010 and Spring 2011 – not confirmed No longer able to assume full funding for appropriations. Priorities are set for use of funds – competing with highway programs, and ongoing contracts Elevate the importance and value of PTMISEA – “SELL” value, P R for program. In order to “sell” our program, we need to produce visible and “brag-able” projects Focus on completion of your projects ON SCHEDULE – delays look bad

    6. Funding Issues – (continued) Appropriations are at one level – fund distribution is at another. How do we spread the reduced funds? Sponsors must help establish project priorities when program is underfunded. Priority criteria based on . . . Ongoing project, safety, leveraged funds, completed in 12 months, etc. LEGISLATURE appropriates at one level (i.e., $600 M) – PTMISEA share of BOND sales determines amount available for distribution – could be lower than requests for funds received Underfunded – NO MORE PRORATA – did not work, instead will need to prioritize projects. We need to set a procedural policy that agencies will know up-front. Probably will be a set of criteria that will support completion of the best projects – based on rankings from criteria. LEGISLATURE appropriates at one level (i.e., $600 M) – PTMISEA share of BOND sales determines amount available for distribution – could be lower than requests for funds received Underfunded – NO MORE PRORATA – did not work, instead will need to prioritize projects. We need to set a procedural policy that agencies will know up-front. Probably will be a set of criteria that will support completion of the best projects – based on rankings from criteria.

    7. Process Issues Procedural changes recommended due to legal/audit review. Require contracts or Standard Agreements with each sponsor. Revise Guidelines to tighten project reporting oversight and fund expenditures. Projects must be accurately included on Expenditure Plans. Corrective Action Plans may be questioned for Bond law compliance. Sponsors may use LONP if project has been approved. Swaps? Currently not being utilized. Any interest? Some process changes are being considered and worked on by staff – will complete and notify all sponsors of changes as soon as possible Standard Agreements: recommended by both Legal and Audits – staff working on document, keeping it simple, clear Expenditure Plans: staff compare submitted Allocation Requests to official Expenditure Plan to confirm FY and $$. MUST MATCH Corrective Action Plans: If moving $ between projects, MAY have to notify STO where money is moved to and how project is changed. Letter of No Prejudice: cannot be used unless project has been approved, usually not officially approved until funds are ready for release. Can be used if project already approved, i.e., adding funds to previously approved project (on-going project). Swaps: not currently being used – FEEDBACK? Some process changes are being considered and worked on by staff – will complete and notify all sponsors of changes as soon as possible Standard Agreements: recommended by both Legal and Audits – staff working on document, keeping it simple, clear Expenditure Plans: staff compare submitted Allocation Requests to official Expenditure Plan to confirm FY and $$. MUST MATCH Corrective Action Plans: If moving $ between projects, MAY have to notify STO where money is moved to and how project is changed. Letter of No Prejudice: cannot be used unless project has been approved, usually not officially approved until funds are ready for release. Can be used if project already approved, i.e., adding funds to previously approved project (on-going project). Swaps: not currently being used – FEEDBACK?

    8. Q & A Contact: Wendy King Transit Bond Program Manager 1120 N Street Sacramento, CA 95814 (916) 651-8239 Wendy_king@dot.ca.gov http://www.dot.ca.gov/hq/MassTrans/Proposition-1B.html

    9. Next Presentation PTA Discussion Gas Tax Swap (ABx8 6,9) Impact on Capital and Operation Funding See Attached notes for this presentation. Focus on yellow. See Attached notes for this presentation. Focus on yellow.

    10. What the Gas Tax Swap Did See Attached notes for this presentation. Focus on yellow.See Attached notes for this presentation. Focus on yellow.

    11. Impact On STA Combined FYs 2009-10 – 2010-11: One-time allocation of $400M. FYs 2011-12 – 2013-14: Approx $350M each year. An 80 percent+ increase over traditional average STA allocations. After 2013-14 FY $350M baseline projected to gradually increase as price of diesel fuel increases. STA appears to have become stable and growing. See Attached notes for this presentation. Focus on yellow. See Attached notes for this presentation. Focus on yellow.

    12. Impact On PTA Transit Capital Funding 2010-11 Approx $225M. 2010-11 $258M programmed = $33m shortfall. Fiscal Year 2011-12 – 2014-15 -$0 (or very little) projected for allocation. Options? There appear to be three. See Attached notes for this presentation. Focus on yellow. See Attached notes for this presentation. Focus on yellow.

    13. PTA Funding Shortfall Options for Capital Projects See Attached notes for this presentation. Focus on yellow.See Attached notes for this presentation. Focus on yellow.

    14. PTA Funding Shortfall Options for Capital Projects (continued) 2. A mode neutral State Highway Account. 3. “Federalize" State funds to make them more flexible. 4. The upcoming election – Prop. 22. See Attached notes for this presentation. Focus on yellow.See Attached notes for this presentation. Focus on yellow.

    15. Q & A Contact: Brian Travis State Transit Program Manager 1120 N Street Sacramento, CA 95814 (916) 654-9842 Brian_Travis@dot.ca.gov http://www.dot.ca.gov/hq/MassTrans/state_grants.html

    16. Next Presentation Statewide Transit Strategic Plan Jane Perez/Susan Harrington Division of Mass Transportation California Department of Transportation Talking points are the presentation.Talking points are the presentation.

    17. Statewide Planning Efforts California Interregional Blueprint Enhance the next California Transportation Plan. Build upon Regional Transportation Plans and Regional Blueprint Plans. Integrate other strategic efforts into one document. More robust data and modeling tools to evaluate the system and test scenarios. Improving decision making for better project delivery. Jane has her own notes.Jane has her own notes.

    18. Statewide Efforts (continued) Smart Mobility Framework Assist with implementation of multi-modal and sustainable transportation strategies in California. Final – February 2010. Complete Streets Streets and roadways designed to enable safe access for all legal users. Caltrans to develop an Implementation Action Plan to update and incorporate “complete streets” provisions into our guidance, manuals and training. National Rail Plan/State Rail Plan National Rail Plan to provide guidelines for State Rail Plans. Long-range. Capital and financing plans. Jane has her own notes.Jane has her own notes.

    19. Statewide Transit Strategic Plan The California Department of Transportation in Collaboration with the CTA and Cal Act is embarking on an effort to develop a Statewide Transit Strategic Plan. Contracted with the University of California Transportation Center (UCTC) to assist in the plan development. The STSP will be developed over an 18-month period from May 2010 to October 2011. Talking points are the presentation.Talking points are the presentation.

    20. Statewide Transit Strategic Plan This plan will be developed over three phases: (1) Baseline conditions, the compilation of background data and information on existing transit plans, identification of data sources for evaluating existing and future transit services. (2) Stakeholder engagement, forging a vision, and key inputs to a Statewide Action Plan, formation of a steering and advisory committee, workshops across the State. (3) Plan Preparation, including an Action Plan. Talking points are the presentation.Talking points are the presentation.

    21. Statewide Transit Strategic Plan Goals: Increase coordination with the Transit Community. Identify and integrate transit elements into Caltrans transportation planning and technical documents (such as Blueprint, CTP and etc…). Identify barriers to transit services for public (funding, service connectivity, coordination, and etc…). Talking points are the presentation.Talking points are the presentation.

    22. Statewide Transit Strategic Plan Goals (continued) Comply with State mandates: AB 32; Global Warming Initiatives. SB 375; implementing AB 32's GHG reduction goals by integrating land use, regional transportation and housing planning. SB 391; California Transportation Plan. To develop implementable initiatives that support transit community as a whole, and assist Caltrans to achieve its mission of “improving mobility.” Talking points are the presentation.Talking points are the presentation.

    23. Progress Report Selection of Advisory Committee Members: 28 transit agencies statewide were invited. 22 agencies accepted our invitation. Conducted first Meeting on June 30, 2010. Presented draft report Public Transit in California: Existing Conditions and Current Practices. Received positive feedback from the committee. Talking points are the presentation.Talking points are the presentation.

    24. Progress Report (Continued): Committee’s discussions: Funding Challenges and Issues. The Transit System Challenges and Issues. Need for Outreach. Next meeting sometime in October. Talking points are the presentation.Talking points are the presentation.

    25. Q & A Contact: Jila Priebe State Transit Planning 1120 N Street Sacramento, CA 95814 (916) 651-8243 Jila_Priebe@dot.ca.gov http://www.dot.ca.gov/hq/MassTrans/statewide-transit.html

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