HomeMy WebLinkAbout22-Development Services
CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
From: James Funk, Director
Subject: Resolution approving
Transportation Expenditure Plan for the
revenues expected to be derived from
the proposed continuation of Measure I
Program.
Dept: Development Services
Date: May6,2004 OR\6\NAl
MCC Date: May 17, 2004
Synopsis of Previous Council Action:
08/19/96 Resolution No. 96-263 adopted approvmg the Five-Year Capital Improvement
Program.
09/01/97 Resolution No. 97-283 adopted approvmg the Five-Year Capital Improvement
Program.
03/01/99 Resolution No. 99-39 adopted approving the Five-Year Capital Improvement Program.
07/24/00 Resolution No. 2000-227 adopted approving the Five-Year Capital Improvement
Program.
10/02/01 Resolution No. 2001-311 adopted approvmg the Five-Year Measure I Capital
Improvement Program for FY 2001-2006.
09/23/02 Resolution No. 2002-289 adopted approvmg the Five-Year Measure I Capital
Improvement Program for FY 2002-2007.
09/15/03 Resolution No. 2003-263 adopted approvmg the Five-Year Measure I Capital
Improvement Program for FY 2003-2008.
Recommended Motion:
Adopt Resolution.
-J-u~
Contact person: Michael Grubbs, Acting City Engineer
phnn~.
5179
Supporting data attached: Stoff Rp{'ort R".o P"p"ntiiture Plan. Ward" A 11
FUNDING REQUIREMENTS:
Amount: N/A
Source: (Acct. No.)
(A""t n"'''''rirtinn)
Finance:
Council Notes:
'R~.:t1ZlXIH3",~
110. a.~
5/'7/0lJ
CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
STAFF REPORT
Subject:
Resolution approving Transportation Expenditure Plan for the revenues expected to be derived
from the proposed continuation of Measure I Program.
Backwound:
San Bernardino County voters approved Measure I, the County's one-half of one percent
transactions and use tax for transportation improvements, in November 1989. Since its
inception, Measure I has provided funding for numerous transportation projects, including
freeways, local roads, major streets, interchanges, the Metrolink commuter train system,
public buses, traffic signals and more. Measure I will expire in 2010, and a proposal is
underway to continue the existing tax.
San Bernardino Associated Govermnents, in its function as the San Bernardino County
Transportation Authority, has been working with private sector stakeholders and City and
County representatives to prepare an Expenditure Plan for the revenues expected to be derived
from the continued Measure I tax, together with anticipated federal and state funds. This
Measure is anticipated to be placed on the November 2, 2004 ballot.
If approved by voters, Measure I would authorize the collection of a one-half of one percent
sales tax for a 30-year period from 2010 to 2040, generating an anticipated total of $6 billion
for local transportation projects. These funds would remain in San Bernardino County and
could not be borrowed or suspended by the state or federal govermnents for any reason.
Measure I will help fight traffic congestion with a long-term funding source for freeways,
highways, major streets, local streets, passenger trains and bus fare discounts for seniors and
persons with disabilities. Measure I will help improve road access for emergency responders,
such as police, fire and ambulance services and will help repair badly deteriorated roads
countywide. Measure I also will help boost San Bernardino County's economy by providing
construction-related jobs and manufacturing jobs and by making the area more attractive to
businesses that need an effective transportation network for its employees and customers.
Annual financial audits and an Independent Taxpayer Oversight Committee will ensure that
funds are spent appropriately.
The Measure I Expenditure Plan ("Plan") specifies the allocation of tax revenue countywide
for the new measure, which would take effect upon the expiration of the current measure in
2010. Key elements of the Plan are as follows:
. The Plan retains the six county subareas and directs revenues generated from each subarea
to be expended on transportation projects of direct benefit to that subarea.
. Within the San Bernardino Valley Subarea, the funds collected from this subarea would be
used for projects of direct benefit to the Valley, using the following formula:
2
CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
STAFF REPORT (Continued)
29% Freeway projects
11 % Freeway interchange projects
20 % Major street projects
20 % Local street projects (Returned to local jurisdictions for priority projects)
8 % Metrolink/rail service
8 % Senior and disabled transit service
2 % Express bus/bus rapid transit service
2% Traffic management systems (signal synchronization, commuter
assistance, etc.)
Within the Mountain/Desert Subareas (the North Desert Subarea, the Colorado River Subarea,
the Morongo Basin Subarea, the Mountain Subarea and the Victor Valley Subarea), the funds
collected from each subarea would be used for projects of direct benefit to each subarea, using
the following formula:
70% Local street projects (Returned to local jurisdictions for priority projects)
25 % Major local highway projects
5 % Senior and disabled transit service
The Plan further would reserve 3 % of the revenue generated in both the San Bernardino Valley
Subarea and the Victor Valley Subarea for improvements to the Cajon Pass, which are critical
for intra-county travel for residents of both subareas.
As in the current Measure I, the Plan provides for all future development to pay its fair share
for needed transportation facilities as a result of the new development. No Measure I revenue
would be used to replace the fair share contributions required from new development. The
Plan also contains a requirement for annual fmancial audits of each jurisdiction's expenditure
of Measure I funds and establishment of an Independent Taxpayer Oversight Committee.
San Bernardino Associated Governments, acting as the San Bernardino County Transportation
Authority, approved the Expenditure Plan on May 5, 2004, for circulation and approval by
member jurisdictions. Public Utilities Code Section 180206 requires that the Expenditure Plan
be approved by the County Board of Supervisors and a majority of the cities representing a
majority of the population. Upon receipt of these approved resolutions, the SANBAG Board of
Directors will take action to adopt the final Expenditure Plan and to request that the San
Bernardino County Board of Supervisors place the Measure on the November 2, 2004 ballot.
The following projects are of particular interest to the City of San Bernardino and are proposed
to be funded if the Measure I program is extended:
1. Improvements to 1-10 interchanges at Tippecanoe Avenue and Mt. View Avenue.
2. Improvements to 1-215 interchanges at University Parkway and Palm Avenue.
3
CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
STAFF REPORT (Continued)
3. Improvements to State Route 210 interchanges at Waterman Avenue, Del Rosa Avenue,
and HigWand Avenue.
4. Widening of the 1-215 from SR-21O to 1-15.
5. SR 210 widening from 1-215 to 1-10.
6. Improvements to the following streets that connect communities and serve major
destinations: Foothill Boulevard/Fifth Street, Base Line Street, Tippecanoe Avenue,
University Parkway, and Palm Avenue.
7. Improvements to Railroad Crossing at Hunts Lane.
8. E Street Bus Rapid Transit (BRT) Service.
In addition to the above projects, SANBAG passes through approximately $2,200,000 annually
in Measure I funds to the City of San Bernardino with are available for a variety of street
improvement projects, including, but not limited to, pavement rehabilitation, street widening,
new streets, traffic signals, and ADA accessibility improvements. If this measure does not
pass, Measure I will expire in 2010 and the City will lose this source of funding. Loss of this
funding would seriously impair the City's ability to improve and maintain its streets and roads.
Review and Approval by Others
The SANBAG Board of Directors, working with private sector stakeholders and city and
County representatives, developed the Measure I Expenditure Plan over the past year and has
approved it for circulation to the member jurisdictions.
Financial Impact
Adoption of this Resolution will have no financial impact. Approval of the continuation of
Measure I by San Bernardino County voters will result in $6 billion in transportation revenue
countywide for the 30-year term. A total of $1.3 billion would be allocated to the
Mountain/Desert Subareas, $4.5 billion would be allocated to the San Bernardino Valley
Subarea, and $.17 billion would be allocated for improvements to the Cajon Pass. A total of
$128.3 million would be allocated specifically to the City of San Bernardino for local
transportation projects.
Recommendation:
Adopt resolution.
4
o
o
C 27
28
1
2
3
4
5
6
7
8
9
10
11
12
13
14
RESCO~:t-
RESOLUTION OF THE CITY OF SAN BERNARDINO APPROVING THE
TRANSPORTATION EXPENDITURE PLAN FOR THE REVENUES EXPECTED TO
BE DERIVED FROM THE PROPOSED CONTINUATION OF MEASURE I.
WHEREAS, the citizens of San Bernardino County approved passage of Measure I in
November 1989 authorizing San Bernardino Associated Governments, acting as the San
Bernardino County Transportation Authority, to impose a one-half of one percent transactions
and use tax for transportation improvements, applicable in the incorporated and unincorporated
territory of the County of San Bernardino, and
WHEREAS, Measure I has provided funding for numerous transportation projects,
including freeways, local roads, major streets, interchanges, the Metrolink commuter train
system, public buses, traffic signals, and more; and
WHEREAS, the imposition of the one-half of one percent transactions and use tax is set
to expire in 2010, and
WHEREAS, San Bernardino Associated Governments, working with private sector
stakeholders and city and County representatives, has prepared an Expenditure Plan for the
revenues expected to be derived from the proposed continuation of Measure I, which is
anticipated to be placed on the November 2, 2004 ballot, and
15
WHEREAS, if approved by the voters, Measure I would authorize the collection of a
16 one-half of one percent sales tax for a 30-year period from 2010 to 2040, generating an
anticipated total of $6 billion for local transportation projects, and
17
18
WHEREAS, if approved by the voters, Measure I would not institute a new tax, but
continue the existing one-half of one percent sales tax for transportation, and
19
WHEREAS, revenues raised from the continuation of Measure I would remain in San
20 Bernardino County and could not be borrowed by the state or federal government, and
21
WHEREAS, Measure I would provide a long-term funding source to help fight traffic
22 congestion; improve local streets, major roads and highways; and enhance San Bernardino
County's economy by providing construction-related jobs, manufacturing jobs, and an effective
23 transportation system to meet the needs of residents and the business community, and
24
WHEREAS, Public Utilities Code section 180206 requires that the Measure I
25 Expenditure Plan be approved by the County Board of Supervisors and a majority of the cities
26 representing a majority of the population.
~~.f,,<,;;"
o
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
o 27
o
1
2
3
4
RESOLUTION.....APPROVING THE TRANSPORTATION EXPENDITURE
PLAN FOR THE REVENUES EXPECTED TO BE DERIVED FROM THE PROPOSED
CONTINUATION OF MEASURE I.
NOW THEREFORE, BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL
OF THE CITY OF SAN BERNARDINO AS FOLLOWS:
5 The Measure I Expenditure Plan developed by tbe Board of Directors of San Bernardino
6 Associated Governments, acting as the San Bernardino County Transportation Authority
(attached and incorporated herein as Exhibit .. A") is hereby approved.
7
8 III
9
III
28
o
1 RESOLUTION......APPROVING THE TRANSPORTATION EXPENDITURE
PLAN FOR THE REVENUES EXPECTED TO BE DERIVED FROM THE PROPOSED
2 CONTINUATION OF MEASURE I.
3
I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor
4
and Common Council of the City of San Bernardino at a
5
meeting thereof, held on the
6
day of
, 2004, by the following vote, to wit:
7 Council Members:
AYES
NAYS
ABSTAIN ABSENT
8 ESTRADA
9 LONGVILLE
19
20
The foregoing resolution is hereby approved this
day of
2004.
21
22
23 Approved as to
24 Form and legal content:
25 JAMES F. PENMAN,
26 City Attorney
By: l-1_" ~
C 27 7-.
0
28
Judith Valles, Mayor
City of San Bernardino
o
Exhibit A
Transportation Expenditure Plan
Revenue Estimates and Distribution. Allocation of revenue authorized by Ordinance
No. 04-01 is established within this Expenditure Plan. Funds shall be allocated by percentage of
the actual revenue received. An estimate of revenues and allocation among categories is
reflected in Schedule A - Transportation Improvement Program. The estimated revenue is based
upon 2004 value of money and is not binding or controlling.
Return to Source. After deduction of required Board of Equalization fees and authorized
costs, revenues generated from each specified subarea within San Bernardino County will be
expended on projects of direct benefit to that subarea. Revenues will be accounted for
separately for each subarea and then allocated to specified project categories. Decisions on how
revenues are expended within the subareas will be made by the Authority Board of Directors,
based upon recommendation of local representatives.
o
Subarea Identification. The San Bernardino Valley Subarea will include the cities of Chino,
Chino Hills, Colton, Fontana, Grand Terrace, Highland, Loma Linda, Montclair, Ontario, Rancho
Cucamonga, Redlands, Rialto, San Bernardino, Upland and Yucaipa and unincorporated areas in
the east and west portions of the San Bernardino valley urbanized area. The Mountain-Desert
area will include the following subareas: (1) The North Desert Subarea, which includes the City of
Barstow and surrounding unincorporated areas; (2) The Colorado River Subarea, which includes
the City of Needles and the surrounding unincorporated areas of the East Desert; (3) The
Morongo Basin Subarea, which includes the City of Twentynine Palms, Town of Yucca Valley,
and surrounding unincorporated areas; (4) The Mountain Subarea, which includes the City of Big
Bear Lake and surrounding unincorporated areas of the San Bernardino Mountains; and (5) the
Victor Valley Subarea, which includes the Cities of Adelanto, Hesperia, and Victorville; the Town
of Apple Valley; and surrounding unincorporated areas including Wrightwood.
Contribution from New Development. No revenue generated from the tax shall be
used to replace the fair share contributions required from new development.
Requirement for Annual Financial and Compliance Audits of Measure "I"
Funds, The San Bernardino County Transportation Authority and each agency receiving an
allocation of Measure "I" revenue authorized in this Expenditure Plan shall undergo an annual
financial audit performed in accordance with generally accepted auditing standards and
government auditing standards issued by the Comptroller General of the United States.
Compliance audits also shall be conducted to insure that each agency is expending funds in
accordance with the provisions and guidelines established for Measure "I" revenue.
Cajon Pass Expenditure Plan, Three percent of the revenue generated in the
San Bernardino Valley Subarea and the Victor Valley Subarea will be reserved in advance of
other allocations specified in this plan in an account for funding of the 1-15/1-215 Interchange in
Devore, 1-15 widening through Cajon Pass, and truck lane development. Cajon Pass serves as
the major transportation corridor connecting the two urbanized areas within San Bernardino
County and is in need of the identified improvements. These improvements are critical
components to intra-county travel for residents of both the Victor Valley and San Bernardino
Valley. Projects to be constructed from the Cajon Pass Expenditure Plan are listed in
Schedule C.
c
San Bernardino Valley Subarea Expenditure Plan. In that area described as the
Valley Subarea, project categories shall be established as specified below. The San Bernardino
Valley Subarea Expenditure Plan is illustrated in Schedule D.
Exhibit A. Measure 1 Transportation Expendilmc Plan
05/06/2004, ?AO AM
Page 1
'.
o
A. State and Federal Transportation Funds. A proportional share of projected state and
federal transportation funds shall be reserved for use solely within the Valley subarea,
B. Revenue Estimates. Tax revenues generated by Ordinance No, 04-01 for the Valley subarea
over a thirty year period are estimated to be $4,520 million. Approximately S881 million in state
and federal funds and approximately $777 million in contributions from new development are
projected for the area over this period, for an estimated total Valley area revenue of S6,178
""/", ii for transportation improvements. Revenue estimates are not binding or controlling.
C. Freeway Projects. 29% of revenue collected in the San Bernardino Valley Subarea shall
fund freeway projects within the San Bernardino Valley Subarea. Projects to be constructed with
Freeway Projects funds are listed in Schedule D1. Cost estimates for such projects are not
binding or controlling.
D. Freeway Interchange Projects. 11% of revenue collected in the Valley Subarea shall fund
Freeway Interchange Projects. Projects to be constructed With Freeway Interchange Projects
funds are listed in Schedule D2. EquiLJbln fJcographic distribution of projects ~;Ilall b~~ taken into
1;.:,,'1-;\ {j\'ijj. !ill:; life (d- the 1.)101)I;ji11
E. Major Street Projects. 20% Over the thirty-year life of Measure "I," the Major Street Projects
category will accrue approximately 18% of revenue collected in the Valley. Upon initial collection
of revenue, the Major Street Projects category will receive 20% of revenue collected in the Valley.
Effective ten years following initial collection of revenue, the Major Street Projects allocation shall
be reduced to no more 17% but to not less than 12% upon approval by the Authority Board of
Directors and the Express Bus/Bus Rapid Transit Service allocation shall be increased by a like
amount. Amendments beyond those authorized in this section shall require a formal amendment
as provided in the Measure "I" Ordinance.
o
Major Street Projects are defined as congestion relief and safety improvements to major streets
that connect communities, serve major destinations, and provide freeway access. The Major
Street Projects portion of the San Bernardino Valley program shall be expended pursuant to a
five-year project list to be annually adopted by the Authority after being made available for public
review and comment. Funding priorities shall be given to improving roadway safety, relieving
congestion, street improvements at rail crossings ancJ 51,all take IIlto acc;ouni cqllliat:'le
distrilJution O'/(~I- tlle life of the proCjf'--1nl
F. Local Street Projects. 20% of revenue collected in the Valley Subarea shall be distributed
among local jurisdictions in the Valley Subarea for Local Street Projects. Allocations to local
jurisdictions shall be on a per capita basis using the most recent State Department of Finance
population estimates for January 1, with the County's portion based upon unincorporated
population in the Valley Subarea. Estimates of unincorporated population within the Valley
Subarea shall be determined by the County Planning Department, reconciled with the State
Department of Finance population estimate for January 1 of each year.
c
Local Street Projects are defined as local street and road construction, repair, maintenance and
other eligible local transportation priorities. Local Street Project funds can be used fiexibly for any
eligible transportation purpose determined to be a local priority, including local streets, major
highways, state highway improvements, transit, and other improvements/programs to maximize
use of transportation facilities. Expenditure of Local Street Project funds shall be based upon a
Five Year Plan adopted annually by the governing body of each jurisdiction after being made
available for public review and comment. Local Street Project funds shall be disbursed to local
jurisdictions upon receipt of the annually adopted Five Year Plan. The local adopted Five Year
Plan shall be consistent with local, regional, and state transportation plans.
G. Metrolink/Rail Service. 8% of revenue collected in the Valley Subarea shall fund
Metrolink/Rail Service. Eligible expenditures of Metrolink/Rail Service funds include purchase of
additional commuter rail passenger cars and locomotives for use on Melrolink lines serving
Exhibit A - Measure I Transportation Expenditure Plan
05/0612004, 740 AM
Page 2
'.
o
San Bernardino County; construction of additional track capacity necessary to operate more
passenger trains on Metrolink lines serving San Bernardino County; construction of additional
parking spaces at Metrolink stations in San Bernardino County; and provision of funds to match
State and Federal funds used to maintain the railroad track, signal systems, and road crossings
for passenger rail service in San Bernardino County, construction and operation of a new
passenger rail service between the cities of San Bernardino and Redlands, and construction and
operation of an extension of the Gold Line to Montclair Transit Center for San Bernardino County
passengers traveling to San Gabriel Valley cities, Pasadena, and Los Angeles, Projects to be
funded by Metrolink/Rail Service funds are listed in Schedule 05,
H, Senior and Disabled Transit Service, 8% of revenue collected in the Valley Subarea shall
fund Senior and Disabled Transit Service, 6% of revenue collected in the Valley Subarea in this
category shall be expended to reduce fares and enhance service for senior citizens and persons
with disabilities, Eligible expenditures in the Senior and Disabled Transit Service category shall
include: (1) The provision of funding to off-set a portion of future senior and disabled fare
increases that would apply to fixed route, Community Link and complementary paratransit
services, (2) The provision of local funds to help off-set operating and capital costs associated
with special transit services provided by transit operators, cities and non-profit agencies for
seniors and persons with disabilities, (3) At least 2% of the revenue collected in the Valley
Subarea in this category will be directed to the creation of a Consolidated Transit Service Agency
which will be responsible for the coordination of transit services provided to seniors and persons
with disabilities,
o
L Express Bus/Bus Rapid Transit Service. 2% Over the thirty-year life of Measure "I," the
Express Bus/Bus Rapid Transit Service category will accrue approximately 4% of revenue
collected in the Valley, Upon initial collection of revenue, the Express Bus/Bus Rapid Transit
Service category will receive 2% of revenue collected in the Valley, Effective ten years following
initial collection of revenue, the Express Bus/Bus Rapid Transit Service category shall be
increased to at least 5%, but no more than 10% upon approval by the Authority Board of
Directors, The Major Street Projects category shall be reduced by a like amount Amendments
beyond those authorized in this section shall require a formal amendment as provided by the
Measure "I" Ordinance,
Funds in this category shall be expended for the development, implementation and operation of
express bus and bus rapid transit service, to be jointly developed by the Authority and transit
service agencies serving the Valley Subarea, Eligible projects to be funded by Express Bus/Bus
Rapid Transit Service funds shall include contributions to operating and capital costs associated
with implementing high-speed, express-type bus service in high-density travel corridors,
J. Traffic Management Systems, 2% of revenue collected in the Valley Subarea shall fund
traffic management systems, Eligible projects under this category shall include signal
synchronization, systems to improve traffic flow, commuter assistance programs, freeway service
patrol, and projects which contribute to environmental enhancement associated with
transportation facilities,
o
Exhibn A - Measure I Transportation Expenditure Plan
05/06/2004, NO AM
P'ge 3
o
Mountain/Desert Expenditure Plan. In that area described as the Mountain/Desert
Area, the following Expenditure Plan requirements shall apply. Schedules E, F, G, H, I illustrate
estimated revenue and projects to be constructed in each MountainlDesert subarea.
A. State and Federal Transportation Funds. A proportional share of projected state and
federal transportation funds shall be reserved for use solely within the Mountain/Desert subareas.
B. Revenue Estimates. Tax revenues generated by Ordinance No. 04-01 for the
Mountain/Desert region over a thirty year period are estimated to be $1,250 million.
Approximately $165 million in state and federal funds and approximately $369 million in
contributions from new development are projected for the area over this period, for an estimated
total Mountain-Desert area revenue of $1,784 million for transportation improvements. Revenue
estimates are not binding or controlling.
o
C. Local Street Projects. 70% of revenue collected within each subarea shall be apportioned
for Local Street Projects within each subarea. 2% of revenue collected within each subarea shall
be reserved in a special account to be expended on Project Development and Traffic
Management Systems. Eligible Project Development and Traffic Management Systems projects
may include, at the discretion of local subarea representatives, costs associated with corridor
studies and project study reports, projects to improve traffic flow and maximize use of
transportation facilities, congestion management, commuter assistance programs, and projects
which contribute to environmental enhancement associated with highway facilities. Expenditure
of Project Development and Traffic Management Systems funds shall be approved by the
Authority Board of Directors, based upon a recommendation of subarea representatives and the
Mountain/Desert Committee. If, after five years of revenue collection and every five years
thereafter, the local representatives and the Mountain/Desert Committee make a finding that
Project Development and Traffic Management Systems funds are not required for improvements
of benefit to the subarea, then revenue in the Project Management and Traffic Management
Systems category may be returned to the general Local Street Projects category. Such return
shall be allocated and expended based upon the formula and requirements established in the
general Local Street Projects category.
After reservation of 2% collected in each subarea for Project Development and Traffic
Management Systems, the remaining amount of funds in the general Local Street Projects
category shall be allocated to local jurisdictions based upon population (50 percent) and tax
generation (50 percent). Population calculations shall be based upon the most current State
Department of Finance estimates for January 1 of each year. Estimates of unincorporated
population within each subarea shall be determined by the County Planning Department,
reconciled with the State Department of Finance population estimate. Tax generation calculations
shall be based upon State Board of Equalization data. Schedules E, F, G, H, I reflect the
estimate of revenue available for Local Street Projects in each Mountain/Desert subarea.
c
Projects in the general Local Street Projects category are defined as local street and road
construction, repair, maintenance and other eligible local transportation priorities. Local
Transportation Project funds may be used flexibly for any eligible transportation purpose
determined to be a local priority, including local roads, major streets, state highway
improvements, transit, including but not limited to, fare subsidies and service enhancements for
seniors and persons with disabilities, and other improvements/programs to maximize use of
transportation facilities. Expenditure of Local Transportation Project Funds shall be based upon
the Five Year Plan adopted annually by resolution of the governing body of each jurisdiction after
being made available for public review and comment. Local Street Project funds shall be
disbursed to local jurisdictions upon receipt of the annually adopted Five Year Plan. The locally
adopted Five Year Plans shall be consistent with other local, regional, and state transportation
plans.
Exhibit A - Measure I Transportation Expenditure Plan
05/0612004,7:40 AM
Page 4
'.
o
D. Major Local Highway Projects. 25% of revenue collected within each subarea shall be
reserved in a special account to be expended on Major Local Highway Projects of benefit to the
subarea, Major Local Highway Projects are defined as major streets and highways serving as
primary routes of travel within the subarea, which may include State highways and freeways,
where appropriate. Major Local Highway Projects funds can be utilized to leverage other state
and federal funds for transportation projects and to perform advance planning/project reports.
Expenditure of Major Local Highway Projects funds shall be approved by the Authority Board of
Directors, based upon a recommendation of subarea representatives and the Mountain/Desert
Committee. If, after five years of revenue collection and every five years thereafter, the local
representatives and the Mountain/Desert Committee make a finding that Major Local Highway
Projects funds are not required for improvements of benefit to the subarea, then revenue in the
Major Local Highway Projects category may be returned to jurisdictions within the subarea. Such
return shall be allocated and expended based upon the formula and requirements established in
the general Local Street Projects category.
o
E. Senior and Disabled Transit Service. 5% of revenue collected within each subarea shall be
reserved in an account for Senior and Disabled Transit Service. Senior and Disabled Transit is
defined as contributions to transit operators for fare subsidies for senior citizens and persons with
disabilities or enhancements to transit service provided to seniors and persons with disabilities.
In the Victor Valley subarea, the percentage for Senior and Disabled Transit Service shall
increase by .5% in 2015 with additional increases of .5% every five years thereafter to a
maximum of 7.5%. Such increases shall automatically occur unless each local jurisdiction within
the subarea makes a finding that such increase is not required to address unmet transit needs of
senior and disabled transit users. In the North Desert, Colorado River, Morongo Basin, and
Mountain Subareas, local representatives may provide additional funding beyond 5% upon a
finding that such increase is required to address unmet transit needs of senior and disabled
transit services. All increases above the 5% initial revenue collected for Senior and Disabled
Transit Service shall come from the general Local Street Projects category of the subarea.
Expenditure of Senior and Disabled Transit Service funds shall be approved by the Authority
Board of Directors, based upon recommendation of subarea representatives and the
Mountain/Desert Committee.
F. MountainlDesert Committee. The Mountain-Desert Committee of the Authority shall remain
in effect and provide oversight to implementation of the Mountain/Desert Expenditure Plan.
o
Exhibit A - Measure I Transportation Expenditure Plan
05/06/2004, 740 AM
Page 5
o
o
c
Measure "I" Transportation Expenditure Plan Schedules
SCHEDULE A
Countywide Measure "I" Revenue and Distribution
Amount
Estimated Countywide Measure "I" Distribution
Cajon Pass Expenditure Plan
(3% of San Bernardino Valley Subarea and Victor Valley Subarea
Revenues - See Schedule C)
Total San Bernardino Valley Subarea Expenditure Plan
(See Schedule D)
Total Mountain-Desert Expenditure Plan
Victor Valley Subarea (See Scheduie E)
North Desert Subarea (See Schedule F)
Mountains Subarea (See Schedule G)
Morongo Basin Subarea (See Schedule H)
Colorado River Subarea (See Schedule I)
$ 170 Million
$ 4,520 Million
$ 1,250 Million
$ 852 Million
$ 95 Million
$ 119 Million
$ 125 Million
$ 59 Million
SCHEDULE B
Transportation Improvement Revenues
Total Countywide Transportation Revenues
Estimated Countywide Measure "I" Revenue
(Less 1% Administration and 2% Board of Equalization Collection Charge)
Countywide Measure "I" Revenue Available for Transportation Projects
(See Schedule A)
Estimated State and Federal Revenues
Estimated Contributions from New Development
Total Estimate Revenue Available for Transportation Projects
.
Amount
$ 6,120 Million
($ 180) Million
$ 5,940 Million
S 1,106 Million
,:L,lJ.'!.6 MilliojJ
$ 8,192 Million
Exhibit A - Measure I Transportation Expenditure Plan
05/06/2004, NO AM
P'ge 6
o
o
c
SCHEDULE C
Cajon Pass Expenditure Plan
Amount
$ 170 Million
$ 40 Million
$ 20 Million
$ 230 Mil/ion
$ 170 Million
$ 60 Million
$ 230 Million
Project Description
1-15 Widening and Improvemenl through Cajon Pass
Devore Interchange Widening and Improvemenls at 1-15//-215
1-15 Dedicated Truck Lane Development
Total Cajon Pass Projects Cost
Cajon Pass Measure "I" Revenue
State and Federal Revenues
Total Cajon Pass Projects Revenues
SCHEDULE D
San Bernardino Valley Subarea Expenditure Plan
Measure
Project Category
Freeway Projects (See Schedule 01)
Freeway Interchange Projects (See Schedule 02)
Major Street Projects' (See Schedule 03)
Local Street Projects (See Schedule 04)
Metrolink/Rail Service (See Schedule 05)
Express Bus/Bus Rapid Transit Service' (See Schedule 06)
Senior and Disabled Transit Service
Traffic Management Systems
Total San Bernardino Valley Subarea Measure "I" Revenue
"I"
Amount
Percentage
29% (:' '1,211 Million
"
11% $ ~1s)7 Million
20% $ 814 Million
20% $ 904 Million
8% $ 362 Million
2% JJ 1130 Million
8% (j' 362 Million
"
2% $ 90 Million
100% $4,520 Million
. Percentage distribution adjusts to serve transportation needs. Amount shown is average over 3D-year Measure.
Exhibit A - Measure I Transportation Expenditure Plan
0510612004, NO AM
Page 7
..
o
o
c
FIGURE D
San Bernardino Valley Subarea Expenditure Plan
Senior and Disabled Transit Service 8%
Traffic Management Systems 2%
Local Street Projects 20%
Express Bus/Bus Rapid Transit Service 2%
Freeway Projects 29%
Metrolink/Rail Service 8%
Freeway Interchange Projects 11%
Major Street Projects 20%
SCHEDULE D1
San Bernardino Vallev Exoenditure Plan Freeway Projects Detail
Freeway Projects Amount
1-10 Widening from 1-15 to Riverside County Line $ 610 Million
1-15 Widening from Riverside County Line to 1-215 .$ 180 Mtlhon
/-215 Widening from Riverside County Line to 1-10 .$ 120 Mdlion
1-215 Widening from SR-30/210 to 1-15 :]; 300 Mill/on
SR-30/210 Widening from 1-215 to 1-10 $ 140 Milliof)
Carpool Lane Connectors $ 90 Million
Total Freeway Projects Cost $ 1,440 Mil/ion
Freeway Projects Measure "I" Revenue
State and Federal Revenues
Total Freeway Projects Revenues
$ 1,311 Million
~__.J.29rv1illion
$ 1,440 Million
SCHEDULE D2
San Bernardino Valley Expenditure Plan Freeway Interchange Projects Detail
Exhibit A - Measure I Transportation Expenditure Plan
05/0612004, TAO AM
Page 8
Freeway Interchange Projects
Improvements including but not lim;'tnr! to:
1-10 Interchanges at Monte Vista, GWie'Fuwth St, Vineyard, Cherry,
Citrus, Cedar, Riverside, Mt, Vernon, Tippecanoe, Mountain View,
California, Alabama, Wabash, Live Oak Canyon, Wildwood (,
1-15 Interchanges at 6'h SVArrow, Baseline, Duncan Canyon, Sierra
SR-60 Interchanges at Ramona, Central, Mountain, Grove, Vineyard
/-215 Interchanges at University Parkway and Palm
SR-30/210 Interchanges at Waterman, Del Rosa, Highland, 5'h St, and Baseline
Amount
o
Freeway Interchange Projects Measure ")" Revenue
State and Federal Revenues
Contribution from New Development
Total Interchange Projects Revenues
S 497 h1iilion
$ 32 Mlilloll
$ 333 Million
$ 862 Million
o
SCHEDULE D3
San Bernardino Vallev Exoenditure Plan Maior Street Proiects Detail
Major Street Projects Amount
Improvements to major streets that connect communities, serve major
destinations, and provide freeway access, such as hut /lot iimffod to:
Edison, Pine, Central, Mountain, Grlwe
Foothill/Fifth, Baseline, Valley, Slover, Jurupa
Tippecanoe, Anderson, University, Palm
Lugonia, Barton, improvements to relieve traffic on Yucaipa Blvd
Railroad Crossing Improvements, such as but not limited to Mflliken and Hunts Ln
Major Street Projects Measure "I" Revenue $ 814 Million
State and Federal Revenues $ 82 Million
Contribution from New Development $ 444 Million
Total Major Street Projects Revenues $ 1,340 Million
SCHEDULE D4
c
San Bernardino Vallev Expenditure Plan Local Street Proiects Detail
Loca) Street Projects Amount
Distribution to cities and County for street repair and improvements
Local Street Projects Measure ")" Revenue
State and Federal Revenues
$ 904 Million
$ 187 Million
Exhibit A - Measure I Transponation Expenditure Plan
05/0612004, 7:40 AM
P'ge 9
o
o
c
Total Local Street Projects Revenues
~, 1 1 rvlililon
SCHEDULE 05
San Bernardino Valley Expenditure Plan Metrolink/Rail Service Detail
Metrolink/Rail Service Amount
C(iriiufluLions [0 (flC folL-,l'vlng JJi:~I(:_\_-.rs
Metrolink
Red/ands Extension
Gold Line Extension
Metrolink/Rail Service Measure "I" Revenue
State and Federal Revenues
Total Metrolink/Rail Service Revenues
$ 362 Million
$ 330 Million
S 692 Mlllioll
SCHEDULE 06
San Bernardino Vallev Exoenditure Plan Exoress Bus/Bus Raoid Transit Service Detail
Express Bus/Bus Rapid Transit Service Amount
Express Bus/Bus Rapid Transit Service Measure "I" Revenue $ 180 Million
State and Federal Revenues $ 121 Million
Total Express Bus/Bus Rapid Transit Service Revenues $ :10.1 Mlllioll
Exhibit A - Measure I Transportation Expenditure Plal'l
05/06/2004, 740 AM
P'ge ]0
o
o
o
Project Category
SCHEDULE E
Victor Vallev Subarea EXDenditure Plan
Measure "I"
Percentage
70%
Local Street Projects
Major Local Highway Projects
25%
5%
100%
Senior and Disabled Transit Service
Total Victor Valley Subarea Measure "I" Revenue
Amount
$ 596 Million
$ 213 Million
$ 43 Million
$852 Million
Victor Valley Expenditure Plan Detail
. Local Street Projects
Distribution to cities and County for street repair and improvements
New construction to relieve Bear Valley Rd, Ranchero Rd, new
east/west roadways
Local Street Projects Measure "I" Revenue
State and Federal Revenues
Contribution from New Development, Major Streets
Total Local Street Projects Revenues
$ 596 Million
$ 39 Million
$ 281 Million
$ 916 Million
Major Local Highway Projects
Contributions to Projects including hut not limitnd Ie:
New Interchanges at 1-15 and Ranchero, Eucalyptus, LaMesa/Nisqualli
High Desert Corridor
1-15 Widening through Victor Valley
SR,138 Widening and Improvements
US-395 Widening and Improvements
Major Local Highway Projects Measure "I" Revenue
State and Federal Revenues
Contribution from New Development, Freeway Interchanges
Total Major Local Highway Projects Revenues
$ 213 Million
$ 112 Million
$ 88 Million
$ 413 Million
Senior and Disabled Transit Service
$ 43 Million
Exhibit A. Measure I Transportation Expenditure Plan
05/06/2004, 740 AM
P'ge II
o
o
c
Project Category
SCHEDULE F
North Desert Subarea Expenditure Plan
Measure ill"
Percentage
70%
Local Street Projects
Major Local Highway Projects
25%
Senior and Disabled Transit Service
5%
Total North Desert Subarea Measure "I" Revenue
100%
Amount
$ 66 Million
$ 24 Million
$ 5 Million
$ 95 Million
North Desert Expenditure Plan Detail
Local Street Projects
Distribution to cities and County for street repair and improvements
Improvements inclllding but lIot limited to Lenwoad Rd, Armory Rd,
Rimrock Rd and Main St
Local Street Projects Measure "I" Revenue
State and Federal Revenues
Total Local Street Projects Revenues
$ 66 Million
$ 2 Million
$ 68 Million
Major Local Highway Projects
Contributions toProjects including /1l1t nof limited /0:
SR-58 Widening and Improvements
US-395 Widening and Improvements
Lenwood Rd and Vista Rd Grade Separations in Barstow
$ 24 Million
Senior and Disabled Transit Service
$ 5 Million
Exhibit A - Measure I Transportation Expendilure Plan
05/06/2004, NO AM
P'ge 12
-.
o
o
o
SCHEDULE G
Project Category
Mountains Subarea Expenditure Plan
Measure "l"
Percentage
70%
Local Street Projects
Major Local Highway Projects
25%
Senior and Disabled Transit Service
5%
Total Mountains Subarea Measure "I" Revenue
100%
Amount
$ 83 Million
$ 30 Million
$ 6 Million
$119 Million
Mountains Expenditure Plan Detail
Local Street Projects
Distribution to cities and County for street repair and improvements
Local Street Projects Measure "I" Revenue
State and Federal Revenues
Total Local Street Projects Revenues
$ 83 Million
$
$
5 Million
88 Million
Major Local Highway Projects $ 30 Million
Contributions to Projects including hut/wt lilli/led to:
SR-18 & SR-38 Safety and Traffic Flow Improvements
SR-330 Safety and Traffic Flow Improvements
SR-138 Safety and Intersection Improvements
SR-18 Safety and Intersection Improvements
Realignment and Rehabilitation of Daley Canyon Rd and Kuffel Canyon Rd
Senior and Disabled Transit Service (5%)
$ 6 Million
Exhibit A - Measure I Transportation Expenditure Plan
05/06/2004,740 AM
Page 13
o
o
c
Project Category
SCHEDULE H
MoronQo Basin Subarea EXDenditure Plan
Measure "I"
Percentage
70%
Local Street Projects
Major Local Highway Projects
25%
Senior and Disabled Transit Service
5%
Total Morongo Basin Subarea Measure "I" Revenue
100%
Amount
$ 88 Million
$ 31 Million
$ 6 Million
$ 125 Million
Morongo Basin Expenditure Plan Detail
Local Street Projects
Distribution to cities and County for street repair and improvements
Local Street Projects Measure "I" Revenue
State and Federal Revenues
Total Local Street Projects Revenues
$ 88 Million
$ 5 Million
S 93 f\!1illicll
Major Local Highway Projects
Contributions to Projects inclue/illY but "ot limit"d to:
SR-62 & SR-247 Widening and Safety Improvements
SR-62 Widening and Safety Improvements between the Morongo
Basin and the Coachella Valley
$ 31 Million
Senior and Disabled Transit Service
$ 6 Million
Exhibit A - Measure I Transportation Expenditure Plan
05106/2004, 740 AM
Page 14
o
o
o
Project Category
SCHEDULE I
Colorado River Subarea Exoenditure Plan
Measure "I"
Percentage
70%
Local Street Projects
Major Local Highway Projects
Senior and Disabled Transit Service
25%
5%
100%
Total Colorado River Subarea Measure "I" Revenue
Amount
$ 41 Million
$ 15 Million
$ 3 Million
$ 59 Million
Colorado River Expenditure Plan Detail
Local Street Projects
Distribution to cities and County for street repair and improvements
Local Street Projects Measure "I" Revenue
State and Federal Revenues
Total Local Street Projects Revenues
$ 41 Million
$ 2 Million
$ 43 Million
Major Local Highway Projects
Contributions to Projects including !.Jllt 1lOt limited to:
Needles Highway Widening and Real1gnment from 1-40 to the
Nevada State Une
Reconstruction of J Street and Construction of new Bridge
in Needles connecting 1-40 to Arizona
$ 15 Million
Senior and Disabled Transit Service (5%)
$ 3 Million
Exhibit A - Measure I Transportation Expenditure Plan
05/06/2004, 740 AM
Page 15
o
FIGURE J
Mountain/Desert Expenditure Plan
Senior and Disabled Transit Service 5%
Major Local Highway Projects 25%
Local Street Projects 70%
o
o
Exhibit A . Measure I Transportation Expenditure Plan
05/06/2004, NO AM
Page 16