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HomeMy WebLinkAboutAdopt Resolution No. 2022-22 Concerning the Status and Updat 17 2000 Main Street, Huntington Beach,CA 92648 City of Huntington Beach 1 / File #: 22-448 MEETING DATE: 6/7/2022 REQUEST FOR CITY COUNCIL ACTION SUBMITTED TO: Honorable Mayor and City Council Members SUBMITTED BY: Sean Joyce, Interim City Manager VIA: Sean Crumby, Director of Public Works PREPARED BY: Jonathan Claudio, Senior Civil Engineer Subject: Adopt Resolution No. 2022-22 concerning the status and update of the Pavement Management Plan for the Measure M2 Program and adopt a 7-year Capital Improvement Program for Fiscal Years 2022/23 through 2028/29 for compliance with renewed Measure M eligibility requirements Statement of Issue: To remain eligible to receive Measure M2 Program funding, the City must adopt a resolution informing Orange County Transportation Authority (OCTA) that the City's updated Pavement Management Plan (PMP) has been approved by the City. The City must also submit to OCTA an adopted 7-year Capital Improvement Program (CIP) in compliance with renewed Measure M (M2) eligibility requirements. Financial Impact: No additional funding is required for this action. The annual Measure M2 local fair share allocation in Fiscal Year 2022/23 is approximately $4 million for the City. Recommended Action: A) Adopt Resolution No. 2022-22, "A Resolution of the City Council of the City of Huntington Beach Concerning the Status and Update of the Pavement Management Plan for the Measure M2 Program"; and, B) Adopt the 7-year Capital Improvement Program for Fiscal Years 2022/23 through 2028/29 for compliance with renewed Measure M eligibility requirements. Alternative Action(s): Do not adopt Resolution No. 2022-22 and/or the attached 7-year CIP for Measure M eligibility and provide staff with alternate direction. This action would result in the loss of$4 million for the next fiscal year, and the loss of allocated and potential grant funding for traffic and street improvement projects. City of Huntington Beach Page 1 of 3 Printed on 6/1/2022 powerel'Lq,LegistarTM, File #: 22-448 MEETING DATE: 6/7/2022 Analysis: On November 6, 1990, Orange County voters approved the original Measure M, the revised Traffic Improvement and Growth Management Ordinance, for twenty years (1991-2011). On November 7, 2006 the Orange County voters approved Renewed Measure M. Renewed Measure M is a thirty year (2011-2041), multi-billion dollar program extension of the original Measure M. Renewed Measure M net revenues are generated from a one-half cent sales tax plus any interest or other earnings-after allowable deductions. Net revenues may be allocated to local jurisdictions for a variety of programs identified in Ordinance No. 3 (see Attachment#3). Compliance with the eligibility requirements in Ordinance No. 3 must be established and maintained in order for local jurisdictions to receive Measure M net revenues. The City must satisfy certain requirements to maintain eligibility in order to receive funding from OCTA. A key requirement is that the City must adopt a 7-year CIP for fiscal years 2022/23 through 2028/29, in compliance with the renewed Measure M eligibility requirements. The 7-year CIP, which is included as Attachment#2, identifies all projects currently and potentially funded by OCTA Measure M2 funds. The following projects are identified in Attachment#2: 1. Arterial Rehabilitation FY 2022 (Bolsa, Brookhurst, Edinger, Garfield, Hamilton, and Heil) 2. Bridge Preventive Maintenance 3. Bridge Rehabilitation Projects 4. City-Funded Bridge Maintenance Projects 5. Citywide Concrete Replacements 6. Downtown Street Lighting 7. Edinger Avenue Synchronization 8. Fire Station Signal - Heil Fire Station 9. Garfield and Gothard Avenues Fiber Optic 10.General Street Maintenance for Public Works 11.HB Southeast Rideshare Pilot Program 12.Huntington Beach Catch Basin Retrofit Project 13.Huntington Beach Northwest Catch Basin Retrofit Project 14.Huntington Beach Trash Removal Project - Phase 1 15.Magnolia Street Synchronization 16.Residential Curb Ramp Project 17.Residential Overlay - Maintenance Zone 2 18.TS Synchronization - Bolsa 19.TS Synchronization - Bolsa Chica 20.Talbert Avenue Synchronization 21.Traffic Signal Modification Main and Delaware 22.Traffic Signal Modification Warner and Ash 23.Utica Bicycle Boulevard from Main Street to Beach City of Huntington Beach Page 2 of 3 Printed on 6/1/2022 powerel'bl LegistarT" File #: 22-448 MEETING DATE: 6/7/2022 24.Warner Avenue Synchronization Public Works Commission Action: Not required for this action. Environmental Status: Not applicable for this action. Strategic Plan Goal: Infrastructure & Parks Attachment(s): 1. Resolution No. 2022-22, "A Resolution of the City Council of the City of Huntington Beach Concerning the Status and Update of the Pavement Management Plan for the Measure M2 Program" 2. Measure M 7-year Capital Improvement Program (FY 2022/23 through 2028/29) 3. OCTA Ordinance No. 3 4. Updated Citywide Pavement Management Plan City of Huntington Beach Page 3 of 3 Printed on 6/1/2022 powerelb� Legistarl" RESOLUTION NO. 2022-22 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF HUNTINGTON BEACH CONCERNING THE STATUS AND UPDATE OF THE PAVEMENT MANAGEMENT PLAN FOR THE MEASURE M2 PROGRAM WHEREAS, local jurisdiction is required to meet eligibility requirements and submit eligibility verification packages to Orange County Transportation Authority (OCTA) in order to remain eligible to receive M2 funds. The local jurisdiction is required to adopt and update a Pavement Management Plan (PMP), using the required format, regarding the status of road pavement conditions and implementation of the PMP on a biennial basis; and The local jurisdiction is required to provide a plan that manages the preservation, rehabilitation, and maintenance of paved roads by analyzing pavement life cycles, assessing overall system performance costs, and determining alternative strategies and costs necessary to improve paved roads. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Huntington Beach does hereby inform OCTA that: a) The PMP is in conformance with the PMP Submittal Template provided in the Countywide Pavement Management Plan Guidelines. b) The City hereby adopts a PMP and has provided an updated PMP report,using the required format, to OCTA. c) The Public Works Director, City Engineer or designee is authorized to sign the PMP certification form. 22-11187/280816 1 Resolution No. 2022-22 PASSED AND ADOPTED by the City Council of the City of Huntington Beach at a regular meeting thereof held on the day of /uJ , 2022. _ a .c% Mayor APPROVED AS TO FORM: REVIEWED AND APPROVED: City Manager ity orney / ITIATED AND APP ED: Director of Public orks 20-8626/229493 2 Res. No. 2022-22 STATE OF CALIFORNIA COUNTY OF ORANGE ) ss: CITY OF HUNTINGTON BEACH ) I, ROBIN ESTANISLAU, the duly elected, qualified City Clerk of the City of Huntington Beach, and ex-officio Clerk of the City Council of said City, do hereby certify that the whole number of members of the City Council of the City of Huntington Beach is seven; that the foregoing resolution was passed and adopted by the affirmative vote of at least a majority of all the members of said City Council at a Regular meeting thereof held on June 7, 2022 by the following vote: AYES: Peterson, Bolton, Posey, Delgleize, Carr, Moser, Kalmick NOES: None ABSENT: None RECUSE: None City Clerk and ex-officio Clerk of the City Council of the City of Huntington Beach, California 5/12/22, 1:13 PM hftps:Hocfundtracker.octa.net/CIP/report_project_listing Orange County Transportation Authority FY 2022/23 - FY 2028/29 Capital Improvement Program TIP CD CP '535q IMPLEMENTING AGENCY Local Project Number: Project Title Additional Project IDs: Arterial Rehabilitation FY 2022 Type of Work: Road Maintenance Project Description Type of Work Description: Road Maintenance- Rehabilitate arterials including Bolsa(Graham-Edwards),Brookhurst(Indianapolis-Bushard),Edinger Rehabilitation of roadway (Goldenwest-Gothard),Garfield(Ward-City Limits),Hamilton(Newland-Magnolia),and Heil (Goldenwest-Gothard)as budget allows. Limits FISCAL TOTAL FUND TYPE ENG ROW CON/IMP O&M TOTAL Bolsa,Brookhurst,Edinger,Garfield,Hamilton, YEAR ESCALATED and Heil as budget allows. 2023 Local Streets and Roads $0 $0 $4,600,000 $0 $4,600,000 $4,738,000 Project Notes apportionments Other:Coronavirus Response and Relief 2023 Measure M2 Local Fairshare $0 $0 $1,000,000 $0 $1,000,000 $1,030,000 Supplemental Appropriations Act 2023 Other $0 $0 $578,011 $0 $578,011 $595,351 2024 Local Streets and Roads $0 $0 $5,000,000 $0 $5,000,000 $5,304,500 apportionments 2024 Measure M2 Local Fairshare $0 $0 $600,000 $0 $600,000 $636,540 2025 Local Streets and Roads $0 $0 $5,000,000 $0 $5,000,000 $5,463,635 apportionments 2025 Measure M2 Local Fairshare $0 $0 $600,000 $0 $600,000 $655,636 2026 Measure M2 Local Fairshare $0 $0 $600,000 $0 $600,000 $675,305 2026 Local Streets and Roads $0 $0 $5,000,000 $0 $5,000,000 $5,627,544 apportionments 2027 Measure M2 Local Fairshare $0 $0 $600,000 $0 $600,000 $695,564 2027 Local Streets and Roads $0 $0 $5,000,000 $0 $5,000,000 $5,796,370 apportionments 2028 Measure M2 Local Fairshare $0 $0 $600,000 $0 $600,000 $716,431 2028 Local Streets and Roads $0 $0 $5,000,000 $0 $5,000,000 $5,970,261 apportionments 2029 Measure M2 Local Fairshare $0 $0 $600,000 $0 $600,000 $737,924 2029 Local Streets and Roads $0 $0 $5,000,000 $0 $5,000,000 $6,149,369 apportionments Totals: $0 $0 $39,778,011 $0 $39,778,011 $44,792,430 LFst Fev sec.22 �-ir, Total Programmed:$39,778,011 TIP ID CP-'i'2SO IMPLEMENTING AGENCl` Hun`ir,cton Beach. City c' Local Project Number: Project Title Additional Project IDs: Bridge Preventive Maintenance Type of Work: Bridge Project Description Type of Work Description: Bridge- Removal and replacement of unsound concrete,bearings;clean and paint structural steel Rehabilitation of existing pavement/structure Limits FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED Davenport Dr.Bridge(over Weatherly Channel) 2023 Other $487,315 $0 $0 $0 $487,315 $487,315 Project Notes 2024 Other $0 $0 $2,403,000 $0 $2,403,000 $2,549,343 Project added in the event that M2 local fair share funds are used to pay for costs that are not reimbursed through HBP grant funding.Davenport Totals: $487,315 $0 $2,403,000 $0 $2,890,315 $3,036,658 bridge may be upgraded to a bridge rehabilitation project if funding is approved. Total Programmed:$2,890,315 115 hftps://ocfundtracker.octa.net/CIP/report—project—listing 1/8 5/12/22, 1:13 PM https://ocfundtracker.octa.net/CIP/report_Project_listing TIP iD CP-i1[27? t FLEIE EPJT k'C==.CENG`fc'` Local Project Number: Project Title Additional Project IDs: Bridge Rehabilitation Projects Type of Work: Bridge Project Description Type of Work Description: Bridge- Design and rehabilitation of City bridges.Admiralty and Humboldt bridges are planned for construction Rehabilitation of existing pavement/structure in FY 22/23 and FY 23/24,respectively. Limits FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED Admiralty Dr.Bridge(over Queen Elizabeth 2023 Other $210,793 $0 $3,780,000 $0 $3,990,793 $4,104,193 Passage)and Humboldt Dr.Bridge(over Short 2024 Other $0 $0 $3,314,000 $0 $3,314,000 $3,515,823 Channel) Project Notes Project added in the event that M2 local fair share Totals: $210,793 $0 $7,094,000 $0 $7,304,793 $7,620,016 funds are used to pay for costs that are not reimbursed through HBP grant funding.Davenport bridge BPMP may be upgraded to a bridge rehabilitation project if funding is approved. si Re���c. Ou- i�, Progress Total Programmed:$7,304,793 TIP ID CP-11�K-o !VPLEMENT SIG e��C!-i ,-^t Local Project Number: Project Title Additional Project IDs: City-Funded Bridge Maintenance Projects Type of Work: Bridge Project Description Type of Work Description: Bridge- Program will correct minor structural defects,repair deficiencies,and extend the service life of existing Rehabilitation of existing pavement/structure bridges. Limits FISCAL FUND TOTAL ENG ROW CON/IMP O&M TOTAL Citywide YEAR TYPE ESCALATED Project Notes 2023 Other $500,000 $0 $0 $0 $500,000 $500,000 Other indicates Traffic Congestion Relief(Prop 42) 2024 Other $0 $1,000,000 $0 $0 $1,000,000 $1,060,900 and Infrastructure Fund 2025 Other $500,000 $0 $0 $0 $500,000 $500,000 2026 Other $0 $1,000,000 $0 $0 $1,000,000 $1,125,509 2027 Other $500,000 $0 $0 $0 $500,000 $500,000 2028 Other $0 $1,000,000 $0 $0 $1,000,000 $1,194,052 2029 Other $500,000 $0 $0 $0 $500,000 $500,000 Totals: $2,000,000 $3,000,000 $0 $0 $5,000,000 $5,380,461 Las!Pcrlse :22 n rrs :es Total Programmed:$5,000,000 T1P ID H47LEMENTIKG AGENCY F ir�ator�eacn. 0. Local Project Number: Project Title Additional Project IDs: Concrete Replacements Type of Work: Pedestrian Project Description Type of Work Description: Pedestrian- Replace worn,damaged,lifted,and broken sections of concrete sidewalk,curb and gutter,and curb Reconstruction or rehabilitation of sidewalk ramps in support of the zone maintenance program and in various locations city-wide. Limits FISCAL TOTAL Citywide YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL ESCALATED Project Notes 2023 Measure M2 Local $0 $0 $250,000 $0 $250,000 $257,500 Fairshare 2024 Measure M2 Local $0 $0 $250,000 $0 $250,000 $265,225 Fairshare 2025 Measure M2 Local $0 $0 $250,000 $0 $250,000 $273,182 Fairshare 2026 Measure M2 Local $0 $0 $250,000 $0 $250,000 $281,377 Fairshare 2027 Measure M2 Local $0 $0 $250,000 $0 $250,000 $289,819 Fairshare 2028 Measure M2 Local $0 $0 $250,000 $0 $250,000 $298,513 Fairshare 2029 Measure M2 Local $0 $0 $250,000 $0 $250,000 $307,468 Fairshare Totals: $0 $0 $1,750,000 $0 $1,750,000 $1,973,084 a s Total Programmed:$1,750,000 116 https:Hocfundtracker.octa.net/CIP/report_Project_listing 2/8 5/12/22, 1:13 PM hftps://ocfundtracker.octa.net/CIP/report_Project_listing TiP ID Ca-1!12 E IMFLEVENTING:'AGENCY Local Project Number: Project Title Additional Project IDs: Downtown Street Lighting Type of Work: Safety Project Description Type of Work Description: Safety-Improve Replace high-voltage street lighting circuits in the downtown area.Replace approximately 7 blocks per lighting of roadway year. Limits FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED Crest Avenue(14th St-Main St),Orange Avenue 2023 Other $50,000 $0 $600,000 $0 $650,000 $668,000 (2nd St-11th St) 2024 Other $50,000 $0 $600,000 $0 $650,000 $686,540 Project Notes 2025 Other $50,000 $0 $600,000 $0 $650,000 $705,636 Other indicates Traffic Congestion Relief(Prop 2026 Other $50,000 $0 $600,000 $0 $650,000 $725,305 42). 2027 Other $0 $0 $600,000 $0 $600,000 $695,564 Totals: $200,000 $0 $3,000,000 $0 $3,200,000 $3,481,045 Total Programmed:$3,200,000 TIP ID CP-1,2382 EVFLEMIENTiNG AGENCY peach "w Local Project Number: 12-OCTA-TSP-3625 Project Title Additional Project IDs: Edinger Avenue Synchronization Type of Work: Traffic Signals Project Description Type of Work Description: Traffic Signals- OCTA leading joint project with Westminster, Fountain Valley,and Santa Ana.OCTA applying for SB-1 Interconnect traffic signals to improve coordination funding. and communications Limits FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED From Bolsa Chica Street to Newland Street 2023 Other $15,000 $0 $80,000 $0 $95,000 $97,400 Project Notes Other:Funding from FY 20/21 carried over through FY 22/23.Other indicates Traffic Totals: $15,000 $0 $80,000 $0 $95,000 $97,400 Congestion Relief(Prop 42). L a�t Pe isau:22_JCi P; press Total Programmed:$95,000 TIP 0 CP-1'329 6hliPLErOENTiNG AGENCY - �tlnStc teach. ' c' Local Project Number: Project Title Additional Project IDs: Fire Station Signal-Heil Fire Station Type of Work: Traffic Signals Project Description Type of Work Description: Traffic Signals- Improve safety by installing a fire signal which will enable the Fire Department to stop traffic on Heil Install new traffic signals and equipment Avenue while egressing the fire station. Limits FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED Heil Avenue Fire Station on Heil Avenue between 2023 Traffic Impact Fees $5,000 $0 $290,000 $0 $295,000 $303,700 Graham Street and Springdale Street 2023 Other $30,000 $0 $0 $0 $30,000 $30,000 Project Notes Other indicates Infrastructure Fund Totals: $35,000 $0 $290,000 $0 $325,000 $333,700 Lsi P 22-3 r, ass Total Programmed:$325,000 TIP ID CP-1"ro31 IVIPLEMENTING.AGENCY H��;;iincion Beach. C�, Local Project Number: Project Title Additional Project IDs: Garfield and Gothard Avenues Fiber Optic Type of Work: Traffic Signals Project Description Type of Work Description: Traffic Signals- This project will install fiber optic conduit and cable to improve connectivity and resilience for the traffic Interconnect traffic signals to improve coordination signal system to the North.Connectivity between City Hall and other facilities will also be improved as and communications a byproduct of this installation. Limits FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED Garfield Avenue between Huntington Street and 2023 Other $0 $0 $1,000,000 $0 $1,000,000 $1,030,000 Newland Street and along Gothard Street between Edinger Avenue and Warner Avenue. Project Notes Totals: $0 $0 $1,000,000 $0 $1,000,000 $1,030,000 Other indicates Infrastructure Fund.Project has funds carried over from FY 2021/22 to current FY. -1, _ Total Programmed:$1,000,000 117 hftps://ocfundtracker.octa.net/CIP/report_project_listing 3/8 5/12/22, 1:13 PM https://ocfundtracker.octa.net/CIP/report_project_listing Tlr IID .�:-� '�� IMPLEMENTING AGENCY Local Project Number: Project Title Additional Project IDs: General Street Maintenance for Public Works Type of Work: Pedestrian Project Description Type of Work Description: Pedestrian- Annual maintenance work for concrete,slurry seal,potholes and failed asphalt;O&M of traffic signals, Reconstruction or rehabilitation of sidewalk replacement of striping and signage,including engineering and inspection as needed on an annual basis. Limits FISCAL TOTAL FUND TYPE ENG ROW CON/IMP O&M TOTAL Citywide YEAR ESCALATED Project Notes 2023 Measure M2 Local $0 $0 $2,000,000 $0 $2,000,000 $2,060,000 Fairshare 2024 Measure M2 Local $0 $0 $2,000,000 $0 $2,000,000 $2,121,800 Fairshare 2025 Measure M2 Local $0 $0 $2,000,000 $0 $2,000,000 $2,185,454 Fairshare 2026 Measure M2 Local $0 $0 $2,000,000 $0 $2,000,000 $2,251,018 Fairshare 2027 Measure M2 Local $0 $0 $2,000,000 $0 $2,000,000 $2,318,548 Fairshare 2028 Measure M2 Local $0 $0 $2,000,000 $0 $2,000,000 $2,388,105 Fairshare 2029 Measure M2 Local $0 $0 $2,000,000 $0 $2,000,000 $2,459,748 Fairshare Totals: $0 $0 $14,000,000 $0 $14,000,000 $15,784,673 - Total Programmed:$14,000,000 TIP iD, --1'u53 AGEENCY Local Project Number:20-HBCH-BCT-3960 Project Title Additional Project IDs: HB Southeast Rideshare Pilot Program Type of Work: Transit Project Description Type of Work Description: Transit-Rideshare City of Huntington Beach will implement a pilot program partnering with Lyft to provide reduced cost, programs fixed fee,shared rides to a transit-oriented district to our downtown area at PCH and Main Street. Limits FISCAL TOTAL FUND TYPE ENG ROW CON/IMP O&M TOTAL Downtown Area by Pacific Coast Highway and YEAR ESCALATED Main Street. 2023 Air Quality Management $0 $0 $0 $102,280 $102,280 $102,280 Project Notes District 2023 PROJECT V-Community $0 $0 $0 $409,120 $409,120 $409,120 Circulators Totals: $0 $0 $0 $511,400 $511,400 $511,400 Las; Total Programmed:$511,400 TIP ID ;33- 1VIRLEIvIENTING AGENCY -un e�cn c� Local Project Number: 14-HBCH-ECP-3742 Project Title Additional Project IDs: Huntington Beach Catch Basin Retrofit Project Type of Work: Environmental Cleanup Project Description Type of Work Description: Environmental Cleanup-Automatic Retractable Screen and other Maintenance of 111 catch basins retrofitted with Bio Clean Round Curb Inlet Filters. debris screens or inserts Limits FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED Citywide 2023 Developer $0 $0 $0 $14,429 $14,429 $14,429 Project Notes 2024 Developer $0 $0 $0 $14,429 $14,429 $14,429 2025 Developer $0 $0 $0 $14,429 $14,429 $14,429 Totals: $0 $0 $0 $43,287 $43,287 $43,287 asi�� ess Total Programmed:$43,287 118 https://ocfundtracker.octa.net/CIP/report_Project_listing 4/8 5/12/22, 1:13 PM https://ocfundtracker.octa.net/CIP/report_Project_listing 7!P fD C°- 1„'i17LEYEi.7NG AGENCY Local Project Number:13-HBCH-ECP-3687 Project Title Additional Project IDs: Huntington Beach Northwest Catch Basin Retrofit Project Type of Work: Environmental Cleanup Project Description Type of Work Description: Environmental Maintenance of 102 catch basins retrofitted with Bio Clean Round Curb Inlet Filters and Skimmer Box. Cleanup-Catchment Retrofit Limits FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED Citywide in Northwest Part of City 2023 General Fund $0 $0 $0 $13,583 $13,583 $13,583 Project Notes 2024 General Fund $0 $0 $0 $13,583 $13,583 $13,583 Totals: $0 $0 $0 $27,166 $27,166 $27,166 L. i r Total Programmed:$27,166 TIP lD C=' ''c - IMIPLEVENTING AGENCY Local Project Number:21-HBCH-ECP-4004 Project Title Additional Project IDs: Huntington Beach Trash Removal Project-Phase 1 Type of Work: Environmental Cleanup Project Description Type of Work Description: Environmental Installation of fixed in-line trash removal vault in existing 93"RCP storm drain line. Cleanup-Other Limits FISCAL TOTAL Delaware Street YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL ESCALATED Project Notes 2023 General Fund $0 $0 $247,000 $0 $247,000 $254,410 2023 Measure M2 Local $0 $0 $500,000 $0 $500,000 $515,000 Fairshare Totals: $0 $0 $747,000 $0 $747,000 $769,410 Total Programmed:$747,000 T f P ID VC `YiFLEMEN71NG AGENCY Local Project Number: 16-OCTA-TSP-3795 Project Title Additional Project IDs: Magnolia Street Synchronization Type of Work: Traffic Signals Project Description Type of Work Description: Traffic Signals- Provide operational and infrastructure improvements;carry-over from FY 17/18.OCTA leading joint Interconnect traffic signals to improve coordination project with other cities along Magnolia Street. Funding only reflects Huntington Beach work. and communications Limits FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED From Garfield Avenue to Pacific Coast Highway 2023 Other $5,000 $0 $189,789 $5,000 $199,789 $205,483 Project Notes Other indicates Traffic Congestion Relief(Prop 42). Totals: $5,000 $0 $189,789 $5,000 $199,789 $205,483 Total Programmed:$199,789 119 https://ocfundtracker.octa.neVCIP/report_project_listing 5/8 5/12/22,1:13 PM https://ocfundtracker.octa.net/CIP/report_project_listing TiP ID i 1VFLEr1,E!,,7NG AGENCY FL i�dto.n EE20h. City Local Project Number: Project Title Additional Project IDs: Residential Curb Ramp Project Type of Work: Pedestrian Project Description Type of Work Description: Pedestrian- Install ADA Access Ramps.This is an annual project that will install Ramps at locations where Installation of ADA access ramps adjacent streets are altered or rehabilitated. Limits FISCAL TOTAL FUND TYPE ENG ROW CON/IMP O&M TOTAL Citywide-Maintenance Zone 2 YEAR ESCALATED Project Notes 2023 Measure M2 Local $0 $0 $300,000 $0 $300,000 $309,000 Fairshare Other indicates Infrastructure Fund. 2023 Other $0 $0 $365,000 $0 $365,000 $375,950 2024 Measure M2 Local $0 $0 $300,000 $0 $300,000 $318,270 Fairshare 2024 Other $0 $0 $365,000 $0 $365,000 $387,228 2025 Measure M2 Local $0 $0 $300,000 $0 $300,000 $327,818 Fairshare 2025 Other $0 $0 $365,000 $0 $365,000 $398,845 2026 Other $0 $0 $365,000 $0 $365,000 $410,811 2026 Measure M2 Local $0 $0 $300,000 $0 $300,000 $337,653 Fairshare 2027 Other $0 $0 $365,000 $0 $365,000 $423,135 2027 Measure M2 Local $0 $0 $300,000 $0 $300,000 $347,782 Fairshare 2028 Other $0 $0 $365,000 $0 $365,000 $435,829 2028 Measure M2 Local $0 $0 $300,000 $0 $300,000 $358,216 Fairshare 2029 Other $0 $0 $365,000 $0 $365,000 $448,904 2029 Measure M2 Local $0 $0 $300,000 $0 $300,000 $368,962 Fairshare Totals: $0 $0 $4,655,000 $0 $4,655,000 $5,248,403 C Total Programmed:$4,655,000 TfF iD rr_, IFriFLEVE`NTING AGENCY tinctc� Desch.. Local Project Number: Project Title Additional Project IDs: Residential Overlay-Maintenance Zone 2 Type of Work: Road Maintenance Project Description Type of Work Description: Road Maintenance- Rehabilitation of residential streets with asphalt overlay within Maintenance Zone 2.This annual Rehabilitation of roadway project will provide street overlay rehabilitation based on the PMP ratings Limits FISCAL TOTAL FUND TYPE ENG ROW CON/IMP O&M TOTAL Citywide-Maintenance Zone 2 YEAR ESCALATED Project Notes 2023 Measure M2 Local $0 $0 $915,000 $0 $915,000 $942,450 Fairshare Other indicates Sewer Service Fund,Water Fund,and Infrastructure Fund. 2023 Other $0 $0 $250,000 $0 $250,000 $257,500 2023 Gas Tax $0 $0 $2,400,000 $0 $2,400,000 $2,472,000 2024 Other $0 $0 $4,200,000 $0 $4,200,000 $4,455,780 2024 Gas Tax $0 $0 $2,865,000 $0 $2,865,000 $3,039,478 2025 Gas Tax $0 $0 $2,365,000 $0 $2,365,000 $2,584,299 2025 Other $0 $0 $4,700,000 $0 $4,700,000 $5,135,817 2026 Other $0 $0 $5,100,000 $0 $5,100,000 $5,740,095 2026 Gas Tax $0 $0 $1,965,000 $0 $1,965,000 $2,211,625 2027 Other $0 $0 $5,100,000 $0 $5,100,000 $5,912,298 2027 Gas Tax $0 $0 $1,965,000 $0 $1,965,000 $2,277,974 2028 Other $0 $0 $5,100,000 $0 $5,100,000 $6,089,667 2028 Gas Tax $0 $0 $1,965,000 $0 $1,965,000 $2,346,313 2029 Other $0 $0 $5,100,000 $0 $5,100,000 $6,272,357 2029 Gas Tax $0 $0 $1,965,000 $0 $1,965,000 $2,416,702 Totals: $0 $0 $45,955,000 $0 $45,955,000 $52,154,355 Total Programmed:$45,955,000 120 https://ocfundtracker.octa.net/CIP/report_project listing 6/8 5/12/22, 1:13 PM https:Hocfundtracker.octa.net/CIP/reportLproject_listing T4P lD C: IMPLEWiiEN'TiNG A EKCY Local Project Number: Project Title Additional Project IDs: TS Synchronization-Bolsa Type of Work: Traffic Signals Project Description Type of Work Description: Traffic Signals- Provide operational&infrastructure improvements along Bolsa Ave from Bolsa Chica to Edwards.This Interconnect traffic signals to improve coordination is a multijurisdictional project w/Caltrans,Westminster,Santa Ana,&Tustin.Work within HB incl and communications signal timing,new controllers,&battery back-up Limits FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED Bolsa Avenue from Bolsa Chica Street to Edwards 2023 Other $5,000 $0 $60,000 $5,000 $70,000 $71,800 Street Project Notes This is an OCTA grant.OCTA will manage the Totals: $5,000 $0 $60,000 $5,000 $70,000 $71,800 project and is contributing$173,000(HB segment only).Other indicates Traffic Congestion Relief fund.Other indicates Traffic Congestion Relief Fund. Lasie;'aec: 2-Q - ❑ o• ss• Total Programmed:$70,000 TlP ID CP_ "04' iWPLEF,RENTNG AGENCY B e&d-' C,' Local Project Number:20-HBCH-TSP-3973 Project Title Additional Project IDs: TS Synchronization-Bolsa Chica Type of Work: Traffic Signals Project Description Type of Work Description: Traffic Signals- Provide operational and infrastructure improvements along Bolsa Chica St.This is a multijurisdictional Replace and upgrade traffic signals and equipment project including Caltrans and the Cities of Westminister and Garden Grove.Work within HB includes signal timing,CCTV,and fiber optics. Limits FISCAL FUND TOTAL ENG ROW CON/IMP O&M TOTAL Bolsa Chica Street from Warner Avenue to YEAR TYPE ESCALATED Rancho Road 2023 Other $395,200 $0 $1,640,000 $0 $2,035,200 $2,084,400 Project Notes 2024 Other $0 $0 $0 $30,400 $30,400 $30,400 Other indicates Infrastructure Fund and OCTA CIP 2025 Other $0 $0 $0 $30,400 $30,400 $30,400 Grant. Totals: $395,200 $0 $1,640,000 $60,800 $2,096,000 $2,145,200 Total Programmed:$2,096,000 TIP iD IMPLEMENTING AGENCY Local Project Number: Project Title Additional Project IDs: Talbert Avenue Synchronization Type of Work: Traffic Signals Project Description Type of Work Description: Traffic Signals- Provide operational and infrastructure improvements.OCTA leading joint project with Fountain Valley Interconnect traffic signals to improve coordination and Santa Ana.OCTA applying for SB-1 funding. and communications Limits FISCAL TOTAL FUND TYPE ENG ROW CON/IMP O&M TOTAL Beach Boulevard to Newland Street YEAR ESCALATED Project Notes 2023 Air Quality Management $0 $0 $6,000 $0 $6,000 $6,180 District Other:Funding from FY 20/21 carried over through FY 22/23. Totals: $0 $0 $6,000 $0 $6,000 $6,180 Lust Total Programmed:$6,000 TIP ID -"°"G WIPLEMENTING AGENCY Humirglo Eeac.h :, o Local Project Number: Project Title Additional Project IDs: Traffic Signal Modification Main and Delaware Type of Work: Traffic Signals Project Description Type of Work Description: Traffic Signals- Install left-turn arrows at the intersection of Main St and Delaware St.Main St.will have left-turn Replace and upgrade traffic signals and equipment arrows installed. Limits FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED Main Street at Delaware Street 2023 Traffic Impact Fees $50,000 $0 $365,000 $0 $415,000 $425,950 Project Notes Totals: $50,000 $0 $365,000 $0 $415,000 $425,950 .s: _ __ s Total Programmed:$415,000 121 https://ocfundtracker.octa.net/CIP/report_Project_listing 718 5/12/22, 1:13 PM hftps://ocfundtracker.octa.neVCIP/report_project_Iisting TIP iC CP-I E-' Local Project Number: Project Title Additional Project IDs: Traffic Signal Modification Warner and Ash Type of Work: Traffic Signals Project Description Type of Work Description: Traffic Signals- Install left-turn arrows at the intersection of Warner Ave and Ash Ln.Warner Ave will have left-turn Replace and upgrade traffic signals and equipment arrows installed. Limits FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED Warner Avenue at Ash Street 2023 Traffic Impact Fees $40,000 $0 $410,000 $0 $450,000 $462,300 Project Notes Totals: $40,000 $0 $410,000 $0 $450,000 $462,300 J, ,ocr se Total Programmed:$450,000 TIP€C CP-1.2'~? W.PLEl`4EN1TING AGENC'f a r�cic :Beach c' Local Project Number: Project Title Additional Project IDs: Utica Bicycle Boulevard from Main Street to Beach Type of Work: Bikeways Project Description Type of Work Description: Bikeways-Widening Construct a'Bicycle Boulevard",where bicycling is emphasized over motor vehicle use.Project of existing bike route includes a new traffic signal,curb pull-outs,signing and striping improvements.This project is a carry over for FY 2022/23. Limits FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED Utica Avenue from Main Street to beach Boulevard 2023 Other $0 $0 $157,000 $0 $157,000 $161,710 Project Notes 2023 Gas Tax $0 $0 $30,713 $0 $30,713 $31,634 Other indicates Traffic Congestion Relief(Prop 42). Totals: $0 $0 $187,713 $0 $187,713 $193,344 ss�. r °v resa Total Programmed:$187,713 TIP ID CP-''r�'r_2 IMPLEMENTING AGENCY Local Project Number: Project Title Additional Project IDs: Warner Avenue Synchronization Type of Work: Traffic Signals Project Description Type of Work Description: Traffic Signals- Provide operational and infrastructure improvements.OCTA leading joint project with Fountain Valley Interconnect traffic signals to improve coordination and Santa Ana. and communications Limits FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED From Magnolia Street to Pacific Coast Highway 2023 Other $0 $0 $80,000 $0 $80,000 $82,400 Project Notes Other:Funding from FY 20/21 carried over through FY 22/23. Totals: $0 $0 $80,000 $0 $80,000 $82,400 Total Programmed:$80,000 122 hftps:Hocfundtracker.octa.neVCIP/report_Project_listing 8/8 ORANGE COUNTY LOCAL TRANSPORTATION AUTHORITY ORDINANCE NO. 3 JULY 24, 2006 AMENDED: November 9, 2012 November 25, 2013 December 14, 2015 (corrected March 14, 2016) June 22, 2020 Orange County Local Transportation Authority 550 South Main Street P.O. Box 14184 Orange, CA 92863-1584 Tel: (714) 560-6282 213669.10 123 Measure M2 Amendments Ordinance Amendment 1. November 25, 2013 • Strengthens the eligibility and selection process for TOC members to prevent any person with a financial conflict of interest from serving as a member. Also requires currently elected or appointed officers who are applying to serve on the TOC to complete an "Intent to Resign" form. 2. December 14, 2015 (corrected March 14, 2016) • Accounts for additional funding from Project T allocated to the Fare Stabilization Program by changing Attachment B language to reflect a 1.47% delegation (rather than 1%) of Project U funding towards Fare Stabilization. Corrected amendment language was presented to the Board on March 14, 2016. 3. June 22, 2020 • Temporarily changes the maintenance of effort requirements for fiscal year 2019-20 and fiscal year 2020-21 to assist local jurisdictions through the unprecedented period of uncertainty due to the economic impacts of the 2020 novel coronavirus pandemic. Transportation Investment Plan Amendments 1. November 9, 2012 • Reallocation of Funds within Freeway Program Between SR-91 and 1-405 2. December 14, 2015 (corrected March 14, 2016) • Closeout of Project T and Reallocation of Remaining Funds within Transit Program between Metrolink Service Expansion (Project R) and Fare Stabilization Program (Project U). Corrected amendment language was presented to the Board on March 14, 2016. 213669.10 124 TABLE OF CONTENTS Ordinance No. 3 Page Preamble ............................................................................................... 1 Section1. Title......................................................................................... 1 Section2. Summary................................................................................ 2 Section 3. Imposition of Retail Transactions and Use Tax ...................... 2 Section 4. Purposes ................................................................................ 2 Section 5. Bonding Authority................................................................... 3 Section 6. Maintenance of Effort Requirements ...................................... 3 Section 7. Administration.........................................................................4 Section 8. Annual Appropriations Limit.................................................... 5 Section 9. Effective and Operative Dates................................................ 5 Section 10. Safeguards of Use of Revenues............................................. 5 Section 11. Ten-Year Comprehensive Program Review........................... 6 Section 12. Amendments .......................................................................... 7 Section 13. Request for Election ............................................................... 7 Section 14. Effect on Ordinance No. 2 ...................................................... 8 Section15. Severability............................................................................. 9 ATTACHMENT A — Renewed Measure M Transportation Investment Plan ...................................A-1 ATTACHMENT B - Allocation of Net Revenues SectionI. Definitions............................................................................... B-1 213669.10 125 Section II. Requirements......................................................................... B-4 Section III. Requirements for Eligible Jurisdictions................................... B-7 Section IV. Allocation of Net Revenues; General Provisions.................... B-10 Section V. Allocation of Net Revenues; Streets and Roads Programs/Projects....................................................... B-12 Section VI. Allocation of Net Revenues; Transit Programs/ Projects .................................................................................. B-14 Section VI I. Allocation of Net Revenues; Environmental Cleanup Projects .................................................................................. B-17 ATTACHMENT C - Taxpayer Oversight Committee Section I. Purpose and Organization...................................................... C-1 Section II. Committee Membership ......................................................... C-1 Section III. Appointment of Members ....................................................... C-2 Section IV. Duties and Responsibilities .................................................... C-4 213669.10 126 1 Ordinance No. 3 2 Renewed Measure M Transportation Ordinance and Investment Plan 3 4 PREAMBLE 5 A. Pursuant to California Public Utilities Code Section 180050, the Orange 6 County Transportation Authority ("Authority") has been designated as the Orange County 7 Local Transportation Authority by the Orange County Board of Supervisors. 8 B. There has been adopted a countywide transportation expenditure plan, 9 referred to as the Orange County Transportation Investment Plan, dated July 24, 2006, 10 pursuant to California Public Utilities Code Section 180206 ("Plan"), which will be 11 administered by the Authority. 12 C. The Plan provides for needed countywide transportation facility and service 13 improvements which will be funded, in part, by a transactions and use tax of one-half of one 14 percent (1/2%). 15 D. Local Transportation Ordinance Number 2 ("Ordinance No. 2") funds 16 transportation facility and service improvements through a transactions and use tax of one- 17 half of one percent (1/2%) that will be imposed through March 31, 2011. 18 E. Ordinance No. 3 ("Ordinance") provides for the continuation of the existing 19 Ordinance No. 2 transactions and use tax of one-half of one percent (1/2%) for an 20 additional period of thirty (30) years to fund transportation facility and service 21 improvements. 22 SECTION 1. TITLE 23 The Ordinance shall be known and may be cited as the Renewed Measure M 24 Transportation Ordinance and Investment Plan. The word "Ordinance," as used in the 25 Ordinance, shall mean and include Attachment A entitled "Renewed Measure M 26 Transportation Investment Plan," Attachment B entitled "Allocation of Net Revenues," and 27 Attachment C entitled "Taxpayer Oversight Committee," which Attachments A, B and C are 28 attached hereto and incorporated by reference as if fully set forth herein. 213671.11 127 1 SECTION 2. SUMMARY 2 The Ordinance provides for the implementation of the Orange County Transportation 3 Investment Plan, which will result in countywide transportation improvements for freeways, 4 highways, local streets and roads, bus and rail transit, transportation-related water quality 5 ("Environmental Cleanup"), and transit services for seniors and disabled persons. These 6 needed improvements will be funded by the continuation of the one-half of one percent 7 (1/2%) transaction and use tax for a period of thirty years. The revenues shall be deposited 8 in a special fund and used solely for the identified improvements authorized by the 9 Ordinance. 10 SECTION 3. IMPOSITION OF RETAIL TRANSACTIONS AND USE TAX 11 Subject to approval by the electors, the Authority hereby imposes, in the 12 incorporated and unincorporated territories of Orange County ("County"), in accordance 13 with the provisions of Part 1.6 (commencing with Section 7251) of Division 2 of the 14 California Revenue and Taxation Code and Division 19 (commencing with Section 180000) 15 of the California Public Utilities Code, continuance of the existing retail transactions and 16 use tax at the rate of one-half of one percent (1/2%) commencing April 1, 2011, for a period 17 of thirty years. This tax shall be in addition to any other taxes authorized by law, including 18 any existing or future state or local sales tax or transactions and use tax. The imposition, 19 administration and collection of the tax shall be in accordance with all applicable statutes, 20 laws, rules and regulations prescribed and adopted by the State Board of Equalization. 21 SECTION 4. PURPOSES 22 All of the gross revenues generated from the transactions and use tax plus any 23 interest or other earnings thereon (collectively, "Revenues"), after the deduction for: (i) 24 amounts payable to the State Board of Equalization for the performance of functions 25 incidental to the administration and operation of the Ordinance, (ii) costs for the 26 administration of the Ordinance as provided herein, (iii) two percent (2%) of the Revenues 27 annually allocated for Environmental Cleanup and (iv) satisfaction of debt service 28 requirements of all bonds issued pursuant to the Ordinance that are not satisfied out of 2 213671.11 128 1 separate allocations, shall be defined as "Net Revenues" and shall be allocated solely for 2 the transportation purposes described in the Ordinance. 3 SECTION 5. BONDING AUTHORITY 4 "Pay as you go" financing is the preferred method of financing transportation 5 improvements and operations under the Ordinance. However, the Authority may use bond 6 financing as an alternative method if the scope of planned expenditures makes "pay as you 7 go" financing unfeasible. Following approval by the electors of the ballot proposition 8 authorizing imposition of the transactions and use tax and authorizing issuance of bonds 9 payable from the proceeds of the tax, bonds may be issued by the Authority pursuant to 10 Division 19 of the Public Utilities Code, at any time before, on, or after the imposition of 11 taxes, and from time to time, payable from the proceeds of the tax and secured by a pledge 12 of revenues from the proceeds of the tax, in order to finance and refinance improvements 13 authorized by the Ordinance. 14 SECTION 6. MAINTENANCE OF EFFORT REQUIREMENTS 15 It is the intent of the Legislature and the Authority that the Net Revenues allocated to 16 a jurisdiction pursuant to the Ordinance for street and road projects shall be used to 17 supplement existing local discretionary funds being used for transportation improvements. 18 Each jurisdiction is hereby required to annually maintain as a minimum no less than the 19 maintenance of effort amount of local discretionary funds required to be expended by the 20 jurisdiction for local street and road purposes pursuant to the current Ordinance No. 2 for 21 Fiscal Year 2010-2011. The maintenance of effort level for each jurisdiction as determined 22 through this process shall be adjusted effective July 1, 2014 and every three fiscal years 23 thereafter in an amount equal to the percentage change for the Construction Cost Index 24 compiled by Caltrans for the immediately preceding three calendar years, providing that 25 any percentage increase in the maintenance of effort level based on this adjustment shall 26 not exceed the percentage increase in the growth rate in the jurisdiction's general fund 27 revenues over the same time period. The Authority shall not allocate any Net Revenues to 28 any jurisdiction for any fiscal year until that jurisdiction has certified to the Authority that it 3 213671.11 129 1 has included in its budget for that fiscal year an amount of local discretionary funds for 2 streets and roads purposes at least equal to the level of its maintenance of effort 3 requirement. An annual independent audit may be conducted by the Authority to verify that 4 the maintenance of effort requirements are being met by the jurisdiction. Any Net 5 Revenues not allocated pursuant to the maintenance of effort requirement shall be 6 allocated to the remaining eligible jurisdictions according to the formula described in the 7 Ordinance. 8 In order to address the impacts of the novel coronavirus pandemic (commonly 9 referred to as COVID-19), for fiscal year (FY) 2019-20, jurisdictions shall comply with all 10 submittal requirements under the ordinance, including, but not limited to, those 11 requirements under Attachment B (III) - Requirements for Eligible Jurisdictions, but will not 12 be required to meet the required maintenance of effort (MOE) amount for that particular 13 jurisdiction for the FY 2019-20. For FY 2020-21, jurisdictions shall be required to comply 14 with all submittal requirements under the ordinance, including, but not limited to, those 15 requirements under Attachment B (III) - Requirements for Eligible Jurisdictions, but shall 16 only be required to meet the MOE amount for that particular jurisdiction for the FY at the 17 same proportional share of streets and roads expenditures to general fund revenues based 18 upon the proportion of the FY 2020-21 MOE benchmark to general fund revenues that were 19 reported in their respective Comprehensive Annual Financial Report for FY 2018-19. 20 Jurisdictions are encouraged to use their best efforts during FY 2019-20 and FY 2020-21 to 21 meet original MOE levels. 22 SECTION 7. ADMINISTRATION 23 The Authority shall allocate Revenues to fund facilities, services and projects as 24 specified in the Ordinance, and shall administer the Ordinance consistent with the authority 25 cited. Revenues may be expended by the Authority for salaries, wages, benefits, and 26 overhead and for those services, including contractual services, necessary to carry out its 27 responsibilities pursuant to Division 19; however, in no case shall the Revenues expended 28 for salaries and benefits of Authority administrative staff exceed more than one percent 4 213671.11 130 1 (1%) of the Revenues in any year. The Authority shall use, to the extent possible, existing 2 state, regional and local transportation planning and programming data and expertise, and 3 may, as the law permits, contract with any public agency or private firm for services 4 necessary to carry out the purposes of the Ordinance. Expenses incurred by the Authority 5 for administrative staff and for project implementation, including contracting with public 6 agencies and private firms, shall be identified in the annual report prepared pursuant to 7 Section 10, subpart 8, of the Ordinance. 8 SECTION 8. ANNUAL APPROPRIATIONS LIMIT 9 The annual appropriations limit established pursuant to Article XIII. B. of the 10 California Constitution and Section 180202 of the Public Utilities Code shall be established 11 as $1,123 million for the 2006-07 fiscal year. The appropriations limit shall be subject to 12 adjustment as provided by law. All expenditures of the Revenues are subject to the 13 appropriations limit of the Authority. 14 SECTION 9. EFFECTIVE AND OPERATIVE DATES 15 The Ordinance shall be effective on November 8, 2006, if two thirds of the electors 16 vote on November 7, 2006, to approve the ballot measure authorizing the extension of the 17 imposition of the existing tax. The continuance of the imposition of the existing tax 18 authorized by Section 3 of the Ordinance shall be operative on April 1, 2011. 19 SECTION 10. SAFEGUARDS OF USE OF REVENUES 20 The following safeguards are hereby established to ensure strict adherence to the 21 limitations on the use of the Revenues: 22 1. A transportation special revenue fund (the "Local Transportation 23 Authority Special Revenue Fund") shall be established to maintain all Revenues. 24 2. The County of Orange Auditor-Controller ("Auditor-Controller"), in the 25 capacity as Chair of the Taxpayer Oversight Committee, shall annually certify whether the 26 Revenues have been spent in compliance with the Ordinance. 27 3. Receipt, maintenance and expenditure of Net Revenues shall be 28 distinguishable in each jurisdiction's accounting records from other funding sources, and 5 213671.11 131 1 expenditures of Net Revenues shall be distinguishable by program or project. Interest 2 earned on Net Revenues allocated pursuant to the Ordinance shall be expended only for 3 those purposes for which the Net Revenues were allocated. 4 4. No Net Revenues shall be used by a jurisdiction for other than 5 transportation purposes authorized by the Ordinance. Any jurisdiction which violates this 6 provision must fully reimburse the Authority for the Net Revenues misspent and shall be 7 deemed ineligible to receive Net Revenues for a period of five (5) years. 8 5. A Taxpayer Oversight Committee ("Committee") shall be established to 9 provide an enhanced level of accountability for expenditure of Revenues under the 10 Ordinance. The Committee will help to ensure that all voter mandates are carried out as 11 required. The roles and responsibilities of the Committee, the selection process for 12 Committee members and related administrative procedures shall be carried out as 13 described in Attachment C. 14 6. A performance assessment shall be conducted at least once every 15 three years to evaluate the efficiency, effectiveness, economy and program results of the 16 Authority in satisfying the provisions and requirements of the Investment Summary of the 17 Plan, the Plan and the Ordinance. A copy of the performance assessment shall be 18 provided to the Committee. 19 7. Quarterly status reports regarding the major projects detailed in the 20 Plan shall be brought before the Authority in public meetings. 21 8. Annually the Authority shall publish a report on how all Revenues have 22 been spent and on progress in implementing projects in the Plan, and shall publicly report 23 on the findings. 24 SECTION 11. TEN-YEAR COMPREHENSIVE PROGRAM REVIEW 25 At least every ten years the Authority shall conduct a comprehensive review of all 26 projects and programs implemented under the Plan to evaluate the performance of the 27 overall program and may revise the Plan to improve its performance. The review shall 28 include consideration of changes to local, state and federal transportation plans and 6 213671.11 132 1 policies; changes in land use, travel and growth projections; changes in project cost 2 estimates and revenue projections; right-of-way constraints and other project constraints; 3 level of public support for the Plan; and the progress of the Authority and jurisdictions in 4 implementing the Plan. The Authority may amend the Plan based on its comprehensive 5 review, subject to the requirements of Section 12. 6 SECTION 12. AMENDMENTS 7 The Authority may amend the Ordinance, including the Plan, to provide for the use 8 of additional federal, state and local funds, to account for unexpected revenues, or to take 9 into consideration unforeseen circumstances. The Authority shall notify the board of 10 supervisors and the city council of each city in the county and provide them with a copy of 11 the proposed amendments, and shall hold a public hearing on proposed amendments prior 12 to adoption, which shall require approval by a vote of not less than two thirds of the 13 Authority Board of Directors. Amendments shall become effective forty five days after 14 adoption. No amendment to the Plan which eliminates a program or project specified on 15 Page 31 of the Plan shall be adopted unless the Authority Board of Directors adopts a 16 finding that the transportation purpose of the program or project to be eliminated will be 17 satisfied by a different program or project. No amendment to the Plan which changes the 18 funding categories, programs or projects identified on page 31 of the Plan shall be adopted 19 unless the amendment to the Plan is first approved by a vote of not less than two thirds of 20 the Committee. In addition, any proposed change in allocations among the four major 21 funding categories of freeway projects, street and road projects, transit projects and 22 Environmental Cleanup projects identified on page 31 of the Plan, or any proposed change 23 of the Net Revenues allocated pursuant to Section IV C 3 of Attachment B for the Local 24 Fair Share Program portion of the Streets and Roads Projects funding category, shall be 25 approved by a simple majority vote of the electors before going into effect. 26 SECTION 13. REQUEST FOR ELECTION 27 Pursuant to California Public Utilities Code Section 180201, the Authority hereby 28 requests that the County of Orange Board of Supervisors call a special election to be 7 213671.11 133 1 conducted by the County of Orange on November 7, 2006, to place the Ordinance before 2 the electors. To avoid any misunderstanding or confusion by Orange County electors, the 3 Authority requests that the Ordinance be identified as "Measure M" on the ballot. The ballot 4 language for the measure shall contain a summary of the projects and programs in the Plan 5 and shall read substantially as follows: 6 "Measure "M," Orange County Transportation Improvement Plan 7 Shall the ordinance continuing Measure M, Orange County's half-cent sales tax for 8 transportation improvements, for an additional 30 years with limited bonding authority to fund the following projects: 9 relieve congestion on the 1-5, 1-405, 22, 55, 57 and 91 freeways; 10 11 fix potholes and resurface streets; 12 expand Metrolink rail and connect it to local communities; 13 provide transit services, at reduced rates, for seniors and disabled persons; 14 synchronize traffic lights in every community; 15 reduce air and water pollution, and protect local beaches by cleaning up oil runoff from roadways; 16 and establish the following taxpayer protections to ensure the funds are spent as directed 17 by the voters: 18 require an independent Taxpayer Oversight Committee to review yearly audits to 19 ensure that voter mandates are met; 20 publish an annual report to the taxpayers on how all funds are spent; and 21 update the transportation improvement plan every 10 years, with voter approval 22 required for major changes; 23 be adopted for the purpose of relieving traffic congestion in Orange County?" 24 SECTION 14. EFFECT ON ORDINANCE NO. 2 25 The Ordinance is not intended to modify, repeal or alter the provisions of Ordinance 26 No. 2, and shall not be read to supersede Ordinance No. 2. The provisions of the 27 Ordinance shall apply solely to the transactions and use tax adopted herein. If the 28 Ordinance is not approved by the electors of the County, the provisions of Ordinance No. 2 213671.11 134 1 and all powers, duties, and actions taken thereunder shall remain in full force and effect. 2 SECTION 15. SEVERABILITY 3 If any section, subsection, part, clause or phrase of the Ordinance is for any reason 4 held invalid, unenforceable or unconstitutional by a court of competent jurisdiction, that 5 holding shall not affect the validity or enforceability of the remaining funds or provisions of 6 the Ordinance, and the Authority declares that it would have passed each part of the 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 9 213671,11 135 1 1 Ordinance irrespective of the validity of any other part. 2 APPROVED AND ADOPTED by the Orange County Local Transportation Authority i 3 on the < 1 day of < , 2006. 4 Arthur C. Brown, Chairman 6 Orange County Local Transportation Authority 7 ATTEST: g By: Wendy Kno` les, Clerk of the Board 10 Orange County Local Transportation Authority 11 1 12 13 i 14 1 15 i i 16 4 17 18 1 19 ! 20 21 22 3 23 24 4 25 '� 26 I 27 28 10 } 2I 3671.u 136 i l ATTACHMENT A RENIEVVED MEAS RE M Ttansportatlon Investment Plea Approved by voters on November 7, 2006 a - ! ti s, AW OF As amended on December 14, 2015 ORANGE COUNTY LOCAL TRANSPORTATION AUTHORITY 550 South Main Street P.O. Box 14184 Orange, CA 92863-1584 (714) 560-5066 www.octa.net 137 138 Table of Contents Introduction............................................................................................2 Overview................................................................................................3 Freeway Projects Overview ..................................................................................................................5 Orange County Freeway Projects Map...............................................................6 1-5 Santa Ana Freeway Interchange Improvements ...........................7 1-5 Santa Ana/San Diego Freeway Improvements .............................8 SR-22 Garden Grove Freeway Access Improvements .............................9 SR-55 Costa Mesa Freeway Improvements ...............................................9 SR-57 Orange Freeway Improvements .....................................................10 SR-91 Riverside Freeway Improvements ..................................................11 1-405 San Diego Freeway Improvements.................................................13 1-605 Freeway Access Improvements........................................................15 All Freeway Service Patrol .....................................................................15 Streets & Roads Projects Overview ................................................................................................................16 Orange County Streets and Roads Projects Map...........................................17 Regional Capacity Program ...............................................................................18 Regional Traffic Signal Synchronization Program ..........................................19 Local Fair Share Program ...................................................................................20 Transit Projects Overview ................................................................................................................21 Orange County Transit Projects Map................................................................22 High Frequency Metrolink Service ....................................................................23 Transit Extensions to Metrolink ...........................................................................23 MetrolinkGateways..............................................................................................24 Expand Mobility Choices for Seniors and Persons with Disabilities............24 Community Based Transit/Circulators ...............................................................25 SafeTransit Stops .................................................................................................25 Environmental Cleanup Overview ................................................................................................................26 Project Description ...............................................................................................27 Taxpayer Safeguards and Audits Overview ................................................................................................................28 Description..............................................................................................................29 Measure M Investment Summary........................................................31 BCD Introduction Measure M Promises Fulfilled improve Orange County's freeway system; On November 6, 1990, Orange County voters commitment to maintaining and improving the approved Measure M, a half-cent local transportation network of streets and roads in every community; sales tax for twenty years.All of the major projects an expansion of Metrolink rail service through the promised to and approved by the voters are core of Orange County with future extensions to underway or complete. Funds that go to cities and connect with nearby communities and regional the County of Orange to maintain and improve rail systems;more transit service for seniors and local street and roads, along with transit fare disabled persons; and funds to clean up runoff reductions for seniors and persons with disabilities, from roads that leads to beach closures. will continue until Measure M ends in 2011. The promises made in Measure M have been fulfilled. Strong Safeguards These commitments are underscored by a set of Continued Investment Needed strong taxpayer safeguards to ensure that promises Orange County continues to grow. By the year 2030, made in the Plan are kept. They include an annual Orange County's population will increase by 24 independent audit and report to the taxpayers; percent from 2.9 million in 2000 to 3.6 million in ongoing monitoring and review of spending by 2030;jobs will increase by 27 percent; and travel an independent Taxpayer Oversight Committee; on our roads and highways by 39 percent.Without requirement for full public review and update of continued investment average morning rush hour the Plan every ten years;voter approval for any speeds on Orange County freeways will fall by major changes to the Plan; strong penalties for 31 percent and on major streets by 32 percent. any misuse of funds and a strict limit of no more than one percent for administrative expenses. Responding to this continued growth and broad support for investment in Orange County's No Increase in Taxes transportation system, the Orange County The traffic improvements detailed in this plan do Transportation Authority considered the not require an increase in taxes. Renewal of the transportation projects and programs that would be existing Measure M one-half cent transportation possible if Measure M were renewed. The Authority, sales tax will enable all of the projects and together with the 34 cities of Orange County, the programs to be implemented. And by using good Orange County Board of Supervisors and thousands planning and sensible financing,projects that of Orange County citizens, participated during the are ready to go could begin as early as 2007. last eighteen months in developing a Transportation Investment Plan for consideration by the voters. Renewing Measure M The projects and programs that follow constitute A Plan for New Transportation Investments the Transportation Investment Plan for the The Plan that follows is a result of those efforts. It renewal of the Measure M transportation sales tax reflects the varied interests and priorities inherent approved by Orange County voters in November in the diverse communities of Orange County. It of 1990. These improvements are necessary to includes continued investment to expand and address current and future transportation needs in Orange County and reflect the best efforts to achieve consensus among varied interests 40� and communities throughout the County. 140 3 icD Overview Am The Renewed Measure M Transportation Investment Freeways Plan is a 30-year, $11.8 billion program designed to Relieving congestion on the Riverside/Artesia reduce traffic congestion, strengthen our economy Freeway(SR-91)is the centerpiece of the freeway and improve our quality of life by upgrading program, and will include new lanes,new key freeways, fixing major freeway interchanges, interchanges, and new bridges. Other major projects maintaining streets and roads, synchronizing traffic will make substantial improvements on Interstate signals countywide,building a visionary rail transit 5 (I-5)in southern Orange County and the San system, and protecting our environment from the oily Diego Freeway(1-405)in western Orange County. street runoff that pollutes Orange County beaches. The notorious Orange Crush—the intersection of The Transportation Investment Plan is focused solely the 1-5, the Garden Grove Freeway(SR-22) and the on improving the transportation system and includes Orange Freeway(SR-57)near Angel Stadium—will tough taxpayer safeguards,including a Taxpayer be improved and upgraded. Under the Plan,major Oversight Committee, required annual audits, traffic chokepoints on almost every Orange County and regular,public reports on project progress. freeway will be remedied. Improving Orange County freeways will be the greatest investment The Renewed Measure M Transportation Investment in the Renewed Measure M program: Forty- Plan must be reviewed annually,in public session, three percent of net revenues, or$4.871 billion, and every ten years a detailed review of the Plan will be invested in new freeway construction. must take place. If changing circumstances require the voter-approved plan to be changed, those Streets and Roads changes must be taken to the voters for approval. More than 6,500 lane miles of aging streets and roads will need repair, rejuvenation and improvement. City streets and county roads need to be maintained regularly and potholes have to be filled quickly. Thirty-two percent of net revenue from the Renewed Measure M Transportation Investment Plan, or $3.625 billion,will be devoted to fixing potholes, improving intersections, synchronizing traffic signals countywide, and making the existing countywide network of streets and roads safer and more efficient. At*- 141 Public Transit program, or$118.6 million over 30 years,will As Orange County continues to grow,building a pay for annual,independent audits, taxpayer visionary rail transportation system that is safe, safeguards,an independent Taxpayer Oversight clean and convenient,uses and preserves existing Committee assigned to watchdog government rights-of-way, and, over time, provides high-speed spending, and a full, public disclosure of all Renewed connections both inside and outside of Orange Measure M expenditures.A detailed review of the County, is a long term goal. Twenty-five percent program must be conducted every ten years and, of the net revenue from Renewed Measure M, or if needed,major changes in the investment plan $2.83 billion,will be dedicated to transit programs must be brought before Orange County voters for countywide.About twenty percent, or$2.24 billion, approval. Taxpayers will receive an annual report will be dedicated to creating a new countywide detailing the Renewed Measure M expenditures. high capacity transit system anchored on the Additionally, as required by law, an estimated one existing, successful Metrolink and Amtrak rail line, and a half percent of the sales taxes generated, or and about five percent, or$591 million,will be $178 million over 30 years, must be paid to the used to enhance senior transportation programs California State Board of Equalization for collecting and provide targeted,safe localized bus service. the one-half cent sales tax that funds the Renewed Measure M Transportation Investment Plan. Environmental Cleanup Every day, more than 70 million gallons of oily In this pamphlet, every specific project, program, pollution, litter, and dirty contaminants wash off and safeguard included in the Renewed Measure streets, roads, and freeways and pour onto Orange M Transportation Investment Plan is explained. County waterways and beaches. When it rains, the Similar details will be provided to every Orange transportation-generated beach and ocean pollution County voter if the measure is placed on the ballot. increases tenfold. Under the plan, two percent of the gross Renewed Measure M Transportation Investment Plan, or$237 million,will be dedicated to protecting Orange County beaches from this transportation-generated pollution(sometimes called "urban runoff")while improving ocean water quality. Taxpayer Safeguards and Audits When new transportation dollars are approved, they should go for transportation and transportation purposes alone. No bait-and-switch. No using transportation dollars for other purposes. The original Measure M went solely for transportation purposes. The Renewed Measure M must be just as airtight. One percent of the gross Measure M 142 5 Freeway Projects oe Overview CLO Every day, traffic backs up somewhere on the near Angel Stadium—is in need of a major face lift. Orange County freeway system.And, every day, And the intersection of Interstate 5 and the Costa freeway traffic seems to get a little worse. Mesa Freeway(SR-55)is also slated for major repair. In the past decade, Orange County has made major Pays Big Dividends strides in re-building our aging freeway system. Local investment in freeways also pays big dividends But there is still an enormous amount of work in the search for other needed freeway dollars. that needs to be done to make the freeway system Because of state and federal matching rules, Orange work well.You see the need for improvement every County's local investment in freeway projects acts time you drive on an Orange County freeway. as a magnet for state and federal transportation dollars—pulling more freeway construction Forty-three percent of net revenues from the dollars into the county and allowing more traffic- Renewed Measure M Transportation Investment Plan reducing freeway projects to be built sooner. is dedicated to improving Orange County freeways, the largest portion of the 30-year transportation plan. Innovative Environmental Mitigation A minimum of$243.5 million will be available, SR-91 is the Centerpiece subject to a Master Agreement, to provide for Making the troubled Riverside/Artesia Freeway comprehensive, rather than piecemeal,mitigation of (SR-91)work again is the centerpiece of the the environmental impacts of freeway improvements. Renewed Measure M Freeway program. The fix Using a proactive,innovative approach, the on the SR-91 will require new lanes,new bridges, Master Agreement negotiated between the Orange new overpasses, and, in the Santa Ana Canyon County Local Transportation Authority and portion of the freeway, a diversion of drivers to the state and federal resource agencies will provide Foothill Corridor(SR-241) so the rest of the Orange higher-value environmental benefits such as County freeway system can work more effectively. habitat protection, wildlife corridors and resource preservation in exchange for streamlined project And there's more to the freeway program than the approvals for the freeway program as a whole. fix of SR-91—much more. More than $1 billion is earmarked for Interstate 5 in South County. Freeway projects will also be planned, designed More than$800 million is slated to upgrade the and constructed with consideration for their San Diego Freeway(I-405)between Irvine and aesthetic,historic and environmental impacts the Los Angeles County line.Another significant on nearby properties and communities using investment is planned on the congested Costa such elements as parkway style designs, locally Mesa Freeway(SR-55).And needed projects native landscaping, sound reduction and aesthetic designed to relieve traffic chokepoints are planned treatments that complement the surroundings. for almost every Orange County freeway. To make any freeway system work,bottlenecks at interchanges also have to be fixed. The notorious Orange Crush Interchange—where the Santa Ana Freeway(I-5)meets the Orange Freeway(SR-57) and the Garden Grove Freeway(SR-22) in a traffic tangle At*_ 143 Orange County Freeway Projects €a Habra Brea G "57; vor0a Linda ., FuI'er'on Placentia %91100 J La Patina Buena H 1 Park Anaheim Cypress 5 Villa Park M Stanton 4 6U5�Los tllamitos Gar Orange �p den Grove � E � ss �A Seat Beach Westminster Santa Tustin � Ana ao Huntin,tog K (55'. 5 3 BeacS, � 1(*3 � Rancho � a vine S3tyta Fountain Lake MargiriTm Valley 1a05 Forest 4 Costa ` Mesa i a.,una N,,,�; r `.k/oods Mission ._ P R ,,:e I'it 73, riills • o Vic;u a C Bcacl D Sui :wr { iF s�ranc Dana 5 Pond C . San Cie A B Santa Ana Freeway(1-5) page 7 H I Riverside Freeway(SR-91) page 11 C Santa Ana Freeway/San Diego Freeway(1-5) page 8 7 Riverside Freeway(SR-91) page 12 Santa Ana Freeway/San Diego Freeway(1-5) page 8 K L San Diego Freeway(1-405) page 13-14 E Garden Grove Freeway(SR-22) page 9 M Freeway Access Improvements (1-605) page 15 F Costa Mesa Freeway (SR-55) page 9 (not mapped) G Orange Freeway(SR-57) page 10 O Freeway Service Patrol(not mapped) page 15 x" dlf> Santa Ana Freeway Interchange Improvements Project 0 ProjectyP: ` Santa Ana Freeway (1-5) Improvements Santa Ana Freeway (1-5) Improvements from the between Costa Mesa Freeway (SR-55) Costa Mesa Freeway (SR-55) to E1 Toro "Y" Area and "Orange Crush" Area (SR-57) Description: Description: Build new lanes and improve the interchanges Reduce freeway congestion through improvements in the area between SR-55 and the SR-133 (near at the SR-55/I-5 interchange area between the Fourth the El Toro "Y"). This segment of I-5 is the major Street and Newport Boulevard ramps on 1-5, and route serving activity areas in the cities of Irvine, between Fourth Street and Edinger Avenue on Tustin, Santa Ana and north Orange County. The SR-55. Also, add capacity on I-5 between SR-55 and project will also make improvements at local SR-57 to relieve congestion at the "Orange Crush". interchanges, such as Jamboree Road. The project The project will generally be constructed within the will generally be constructed within the existing existing right-of-way. Specific improvements will be right-of-way. Specific improvements will be subject subject to approved plans developed in cooperation to approved plans developed in cooperation with with local jurisdictions and affected communities. local jurisdictions and affected communities. The project will increase freeway capacity and reduce The project will increase freeway capacity and congestion. The current daily traffic volume on this reduce congestion. The current traffic volume segment of the I-5 between SR-55 and SR-57 is about on this segment of I-5 is about 356,000 vehicles 389,000. The demand is expected to grow by more per day and is expected to increase by nearly 24 than 19 percent by 2030,bringing the daily usage to percent,bringing it up to 440,000 vehicles per 464,000 vehicles per day. Regional plans also include day. In addition to the projects described above, additional improvements on I-5 from the"Orange regional plans include additional improvements Crush" to SR-91 using federal and state funds. to this freeway at local interchanges,such as Culver Drive,using federal and state funds. Cost: The estimated cost to improve this Cost: section of the I-5 is $470.0 million. The estimated cost to improve this section of I-5 is $300.2 million. Oran e Santa Ana Santa Ana 5 NorthTustin Irvin 405 Allar 145 8 Freeway Projects Santa • Diego • Project Project San Diego Freeway (1-5) Improvements Santa Ana Freeway/ San Diego Freeway (1-5) South of the El Toro "Y" Local Interchange Upgrades Description: Description: Add new lanes to I-5 from the vicinity of the El Toro Update and improve key I-5 interchanges such Interchange in Lake Forest to the vicinity of SR-73 as Avenida Pico, Ortega Highway,Avery Parkway, in Mission Viejo. Also add new lanes on I-5 between La Paz Road, El Toro Road, and others to relieve Coast Highway and Avenida Pico interchanges to street congestion around older interchanges and reduce freeway congestion in San Clemente. The on ramps. Specific improvements will be subject project will also make major improvements at local to approved plans developed in cooperation with interchanges as listed in Project D. The project local jurisdictions and affected communities. will generally be constructed within the existing right-of-way. Specific improvements will be subject In addition to the project described above, to approved plans developed in cooperation with regional plans also include improvements to local jurisdictions and affected communities. the local interchanges at Camino Capistrano, Oso Parkway,Alicia Parkway and Barranca The project will increase freeway capacity and Parkway using federal and state funds. reduce congestion. Current traffic volume on I-5 near the El Toro "Y"is about 342,000 vehicles per Cost: day. This volume will increase in the future by 35 The estimated cost for the I-5 local percent,bringing it up to 460,000 vehicles per interchange upgrades is $258.0 million. day. Regional plans also include construction of a new freeway access point between Crown Valley Parkway and Avery Parkway as well as new off ramps at Stonehill Drive using federal and state funds. Mission Cost: Viejo The estimated cost to improve these segments of I-5 is $627.0 million. " Na t Oil Niguel 4 .. . . �- .. . Dona Point _ Niguel - Son CiomeInte 146 9 Garden G • - Freeway Costa • Freeway Project0 Project 0 Garden Grove FreewaySR-22 Costa Mesa Freeway SR-55 Improvements � ) Y � ) P Access Improvements Description: Description: Add new lanes to SR-55 between Garden Grove Construct interchange improvements at Euclid Freeway(SR-22) and the San Diego Freeway Street, Brookhurst Street and Harbor Boulevard (I-405), generally within existing right-of-way, to reduce freeway and street congestion near these including merging lanes between interchanges to interchanges. Specific improvements will be subject smooth traffic flow. This project also provides for to approved plans developed in cooperation with freeway operational improvements for the portion local jurisdictions and affected communities. of SR-55 between SR-91 and SR-22. The project will generally be constructed within the existing Regional plans also include the construction of right-of-way. Specific improvements will be subject new freeway-to-freeway carpool ramps to the to approved plans developed in cooperation with SR-22/1-405 interchange, and improvements to local jurisdictions and affected communities. the local interchange at Magnolia Avenue using federal and state funds. The project will increase freeway capacity and reduce congestion. This freeway carries about 295,000 Cost: vehicles on a daily basis. This volume is expected The estimated cost to improve the to increase by nearly 13 percent,bringing it up to SR-22 interchanges is $120.0 million. 332,000 vehicles per day in the future. In addition to the projects described above, regional plans also include a new street overcrossing and carpool ramps at Alton Avenue using federal and state funds. Cost: The estimated cost for these SR-55 improvements is $366.0 million. Stanton ® Orange Garden G • - Tustin (55 ,0 Westminster Costa Mesa ine 405 147 • • Freeway I Project a Orange Freeway (SR-57) Improvements Description: Build a new northbound lane between Orangewood Avenue and Lambert Road. Other projects include improvements to the Lambert interchange and the addition of a northbound truck climbing lane between Lambert and Tonner Canyon Brea Road. The improvements will be designed and coordinated specifically to reduce congestion at SR-57/SR-91 interchange. These improvements will be made generally within existing right-of- way. Specific improvements will be subject to approved plans developed in cooperation with57 local jurisdictions and affected communities. The project will increase freeway capacity and reduce Placentia congestion. The daily traffic volume on this freeway is about 315,000 vehicles. By 2030, this volume will Fullerton increase by 15 percent,bringing it up to 363,000 vehicles per day. In addition to the project described above, regional plans include new carpool ramps , at Cerritos Avenue using federal and state funds. Cost: The estimated cost to implement SR-57 improvements is $258.7 million. Anaheim 57 148 11 Freeway Projects P' I Riverside . Freeway • • g x� • Y Project Project Riverside Freeway (SR-91) Improvements Riverside Freeway (SR-91) Improvements from the Santa Ana Freeway (1-5) to from Orange Freeway (SR-57) to the Costa the Orange Freeway (SR-57) Mesa Freeway (SR-55) Interchange Area Description: Description: Add capacity in the westbound direction and provide Improve the SR-91/SR-55 to SR-91/SR-57 operational improvements at on and off ramps to interchange complex, including nearby local the SR-91 between I-5 and the Orange Freeway interchanges such as Tustin Avenue and Lakeview, (SR-57), generally within existing right-of-way, to as well as adding freeway capacity between smooth traffic flow and relieve the SR-57/SR-91 SR-55 and SR-57. The project will generally interchange. Specific improvements will be subject be constructed within the existing right-of- to approved plans developed in cooperation with way. Specific improvements will be subject to local jurisdictions and affected communities. approved plans developed in cooperation with local jurisdictions and affected communities. The current daily freeway volume along this segment of SR-91 is about 256,000. By 2030, Current freeway volume on this segment this volume is expected to increase by nearly 13 of the SR-91 is about 245,000 vehicles per percent,bringing it up to 289,900 vehicles per day. day. This vehicular demand is expected to increase by 22 percent,bringing it up to Cost: 300,000 vehicles per day in the future. The estimated cost for improvements in this segment of SR-91 is $140.0 million. Cost: The estimated cost for these improvements to the SR-91 is $416.5 million. ® Placentia • • Anaheim Villa Park 149 12 Riverside Freeway . . Project 0-0 This project also includes improvements to the segment of SR-91 between SR-241 and SR-55. Riverside Freeway (SR-91) Improvements The concept is to generally add one new lane in from Costa Mesa Freeway (SR-55) to each direction and improve the interchanges. the Orange/ Riverside County Line Today, this freeway carries about 314,000 vehicles Description: every day. This volume is expected to increase by 36 This project adds capacity on SR-91 beginning at percent,bringing it up to 426,000 vehicles by 2030. SR-55 and extending to I-15 in Riverside County. Cost: The first priority will be to improve the segment The estimated cost for these improvements of SR-91 east of SR-241. The goal is to provide to the SR-91 is $352.0 million. up to four new lanes of capacity between SR-241 and Riverside County Line by making best use of available freeway property,adding reversible lanes,building elevated sections and improving connections to SR-241. These projects would be constructed in conjunction with similar coordinated improvements in Riverside County extending to 1-15 and provide a continuous set of improvements between SR-241 and I-15. The portion of improvements in Riverside County will be paid for from other sources. Specific improvements will be subject to approved plans developed in cooperation with local jurisdictions and affected communities. ttai�. • ♦• •. Placentia 91 ® Anaheim ® {a Villa Park Project cost estimate amended on Novemb=9, 2012. 13 � WFreeway Projects San Diego Freeway (1-405) Project0 (as adopted by the Orange County Transportation Authority Board of Directors on October 14, San Diego Freeway (1-405) Improvements 2005) and will be developed in cooperation with between the 1-605 Freeway in Los Alamitos local jurisdictions and affected communities. area and Costa Mesa Freeway (SR-55) Today, I-405 carries about 430,000 vehicles daily. Description: The volume is expected to increase by nearly 23 Add new lanes to the San Diego Freeway between percent,bringing it up to 528,000 vehicles daily 1-605 and SR-55, generally within the existing right- by 2030. The project will increase freeway capacity of-way. The project will make best use of available and reduce congestion. Near-term regional plans freeway property,update interchanges and widen also include the improvements to the 1-405/SR-73 all local overcrossings according to city and regional interchange as well as a new carpool interchange master plans. The improvements will be coordinated at Bear Street using federal and state funds. with other planned I-405 improvements in the 1-405/SR-22/1-605 interchange area to the north Cost: and 1-405/SR-73 improvements to the south. The The estimated cost for these improvements improvements will adhere to recommendations of to the I-405 is $1,072.8 million. the Interstate 405 Major Investment Study i 1• • fit �• ice• • • ice• i • i � 1 Project cost estimate amended on NovemboSlB, 2012. 14 Pro San Diego Freeway40 .a. Project0 subject to approved plans developed in cooperation with local jurisdictions and affected communities. San Diego Freeway (1-405) Improvements between Costa Mesa Freeway This segment of the freeway carries 354,000 (SR-55) and Santa Ana Freeway (1-5) vehicles a day. This number will increase by nearly 13 percent,bringing it up to 401,000 Description: vehicles per day by 2030. The project will increase Add new lanes to the freeway from SR-55 to the freeway capacity and reduce congestion. In I-5. The project will also improve chokepoints addition to the projects described above,regional at interchanges and add merging lanes near on/ plans include a new carpool interchange at Von off ramps such as Lake Forest Drive, Irvine Center Karman Avenue using federal and state funds. Drive and SR-133 to improve the overall freeway operations in the I-405/I-5 El Toro "Y"area. The Cost: projects will generally be constructed within the The estimated cost for these improvements existing right-of-way. Specific improvements will be to the I-405 is $319.7 million. 4 R h 152 15 a� Freeways Projects 1-605 Freeway • • Freeway Service Patrol Project Project 1-605 Freeway Access Improvements Freeway Service Patrol Description: Description: Improve freeway access and arterial connection The Freeway Service Patrol (FSP) provides to I-605 serving the communities of Los Alamitos competitively bid, privately contracted tow and Cypress. The project will be coordinated with truck service for motorists with disabled vehicles other planned improvements along SR-22 and on the freeway system. This service helps I-405. Specific improvements will be subject to stranded motorists and quickly clears disabled approved plans developed in cooperation with vehicles out of the freeway lanes to minimize local jurisdictions and affected communities. congestion caused by vehicles blocking traffic and passing motorists rubbernecking. Regional plans also include the addition of new freeway-to-freeway carpool ramps to the I-405/ Currently Freeway Service Patrol is available on I-605 interchange using federal and state funds. Orange County freeways Monday through Friday This improvement will connect to interchange during peak commuting hours. This project improvements at I-405 and SR-22 as well as would assure that this basic level of service new freeway lanes between I-405 and I-605. could be continued through 2041. As demand and congestion levels increase, this project Cost: would also permit service hours to be extended The estimated cost to make these I-605 interchange throughout the day and into the weekend. improvements is $20.0 million. Cost: The estimated cost to support the Freeway Service Patrol Program for thirty years beyond 2011 is $150.0 million. r/m 153 16 Streets • • Roads Projects Orange County has more than 6,500 lane miles Renewed Measure M provides financial incentives of aging streets and roads,many of which are in for traffic improvements that cross city and need of repair,rejuvenation and improvement. county lines, providing a seamless, county- Intersections need to be widened, traffic lights wide transportation system that's friendly to need to be synchronized, and potholes need to regional commuters and fair to local residents. be filled.And,in many cases, to make Orange County's transportation system work smoothly,we Better Cooperation need to add additional lanes to existing streets. To place a higher priority on cooperative, collaborative regional decision-making, Renewed Thirty-two percent of net revenues from the Measure M creates incentives that encourage traffic Renewed Measure M Transportation Investment lights to be coordinated across jurisdictional lines, Plan is dedicated to maintaining streets, major street improvements to be better coordinated fixing potholes,improving intersections and on a regional basis, and street repair programs to be widening city streets and county roads. a high priority countywide. To receive Measure M funding, cities and the county have to cooperate. Making the System Work Making the existing system of streets and roads The Streets and Roads program in Renewed work better—by identifying spot intersection Measure M involves shared responsibilities—local improvements, filling potholes, repaving worn- cities and the county set their local priorities out streets—is the basis of making a countywide within a competitive, regional framework that transportation system work. That basis has to be the rewards cooperation,honors best practices, and first priority. But to operate a successful, countywide encourages government agencies to work together. system of streets and roads,we need more: street widenings and traffic signals synchronized countywide. And there's more. Pedestrian safety near local schools needs to be improved. Traffic flow must be smoothed. Street repairs must be made sooner.And, perhaps most importantly, cities and the county must work together—collaboratively—to find simple,low-cost traffic solutions. v�l�r 154 Orange County Streets and Roads Projects Trea t ., a alaca Frflertu ds �r r ,_inc a la 'nti 1a Pal a " uen A m C res ar Villa Park Los lamitos (1 i Orange 1 Sea] st nst r Tustin r Beach r� � Ana Ranch Santa u5eac�o argarlta Is5io Viej OYC ch La ods L on L I. Aliso Viejo Laguna Lag each N g San an capi trano • UO Regional Capacity Program page 18 Local Fair Share Program page 20 (not mapped) (not mapped) Nearly 1,000 miles of new lanes Street maintenance and improvements ORegional Traffic Signal Synchronization Program page 19 (see grid above) Over 750 miles of roadway Over 2,000 coordinated signals 18 Streets and Roads Projects a Regional C• • • •• • t Project • Roughly 1,000 miles of new street lanes remain to be completed,mostly in the form of widening Regional Capacity Program existing streets to their ultimate planned width. Completion of the system will result in a more Description: even traffic flow and efficient system. This program,in combination with local matching funds,provides a funding source to complete the Another element of this program is funding for Orange County Master Plan of Arterial Highways construction of railroad over or underpass grade (MPAH). The program also provides for intersection separations where high volume streets are impacted improvements and other projects to help improve by freight trains along the Burlington Northern street operations and reduce congestion. The Santa Fe railroad in northern Orange County program allocates funds through a competitive process and targets projects that help traffic the most Cost: by considering factors such as degree of congestion The estimated cost for these street relief, cost effectiveness,project readiness,etc. improvement projects is $1,132.8 million. Local jurisdictions must provide a dollar-for-dollar match to qualify for funding,but can be rewarded with lower match requirements if they give priority to other key objectives, such as better road maintenance and regional signal synchronization. J07 156 19 Streets and Roads Projects Regional Traffic Signal chronization Program Project To ensure that this program is successful, cities, the County of Orange and Caltrans will be required Regional Traffic Signal Synchronization Program to work together and prepare a common traffic signal synchronization plan and the necessary Description: governance and legal arrangements before receiving This program targets over 2,000 signalized funds. In addition, cities will be required to intersections across the County for coordinated provide 20 percent of the costs. Once in place, operation. The goal is to improve the flow the program will provide funding for ongoing of traffic by developing and implementing maintenance and operation of the synchronization regional signal coordination programs plan. Local jurisdictions will be required to that cross jurisdictional boundaries. publicly report on the performance of their signal synchronization efforts at least every three years. Most traffic signal synchronization programs today Signal equipment to give emergency vehicles are limited to segments of roads or individual cities priority at intersections will be an eligible expense and agencies. For example, signals at intersections for projects implemented as part of this program. of freeways with arterial streets are controlled by Caltrans,while nearby signals at local street Cost: intersections are under the control of cities. This The estimated cost of developing and maintaining results in the street system operating at less than a regional traffic signal synchronization program maximum efficiency. When completed, this project for Orange County is $453.1 million. can increase the capacity of the street grid and reduce the delay by over six million hours annually. 157 20 Streets and Roads Projects IS aLocal Fair • • • • Project , 5. Annually submit a six-year Capital Improvement Program and commit to spend Measure Local Fair Share Program M funds within three years of receipt. 6. Agree to assess traffic impacts of new Description: development and require that new This element of the program will provide flexible development pay a fair share of any funding to help cities and the County of Orange keep necessary transportation improvements. up with the rising cost of repairing the aging street 7. Agree to plan,build and operate major system. In addition, cities can use these funds for streets consistent with the countywide other local transportation needs such as residential Master Plan of Arterial Highways to ensure street projects, traffic and pedestrian safety near efficient traffic flow across city boundaries. schools,signal priority for emergency vehicles, etc. 8. Participate in Traffic Forums with neighboring jurisdictions to facilitate the implementation and This program is intended to augment, rather than maintenance of traffic signal synchronization replace, existing transportation expenditures programs and projects. This requires cities to and therefore cities must meet the following balance local traffic policies with neighboring requirements to receive the funds. cities—for selected streets—to promote more efficient traffic circulation overall. 1. Continue to invest General Fund monies 9. Agree to consider land use planning (or other local discretionary monies) for strategies that are transit-friendly, transportation and annually increase this support alternative transportation modes commitment to keep pace with inflation. including bike and pedestrian access and 2. Agree to use Measure M funds for reduce reliance on the automobile. transportation purposes only, subject to full repayment and a loss of funding The funds under this program are distributed to eligibility for five years for any misuse. cities and the County of Orange by formula once 3. Agree to separate accounting for Measure the cities have fulfilled the above requirements. The M funds and annual reporting on formula will account for population, street mileage actual Measure M expenditures. and amount of sales tax collected in each jurisdiction. 4. Develop and maintain a Pavement Management Program to ensure timely Cost: street maintenance and submit regular The estimated cost for this program for public reports on the condition of streets. thirty years is$2,039.1 million. 4ram° 158 S sit Overview Building streets,roads and freeways helps fix The new,localized transit programs will bring today's traffic problems. Building a visionary transit competition to local transportation planning, system that is safe, clean and convenient focuses creating a marketplace of transportation ideas where on Orange County's transportation future. the best ideas emerge and compete for funding. The plan is to encourage civic entrepreneurship and Twenty-five percent of net revenues from the stimulate private involvement and investment. Renewed Measure M Transportation Investment Plan is allocated towards building and improving Transit Investment Criteria rail and bus transportation in Orange County. The guiding principles for all transit investments Approximately twenty percent of the Renewed are value, safety, convenience and reliability. Each Measure M funds is allocated to developing a creative local transit vision will be evaluated against clear countywide transit program and five percent of criteria,such as congestion relief, cost-effectiveness, the revenues will be used to enhance programs for readiness, connectivity, and a sound operating plan. senior citizens and for targeted,localized bus service. All transit expenditures must be consistent with In terms of bus services, more specialized transit the safeguards and audit provisions of the Plan. services,including improved van services and reduced fares for senior citizens and people with A New Transit Vision disabilities,will be provided. Safety at key bus stops The key element of the Renewed Measure M transit will be improved.And a network of community- program is improving the 100-year old Santa Fe based, mini-bus services will be developed in rail line,known today as the Los Angeles/San areas outside of the central county rail corridor. Diego (LOSSAN) rail corridor, through the heart of the county. Then,by using this well-established, operational commuter rail system as a platform for future growth,existing rail stations will be developed into regional transportation hubs that can serve as regional transportation gateways or the centerpiece of local transportation services. A series of new,well- coordinated, flexible transportation systems, each one customized to the unique transportation vision the station serves,will be developed. Creativity and good financial sense will be encouraged. Partnerships will be promoted. Transportation solutions for each transportation hub can range from monorails to local mini-bus systems to new technologies. Fresh thinking will be rewarded. At*- 159 Orange County Transit Projects ate � Rena Park Station Fullerton Station tttr �txtlntun u to n ih3ttlnfi tll Ufunuun Anaheim Canyon Station s 's r Anaheim Station Orange Station Santa Ana Depot Tustin Station d3ancho off Santa Irvine Transportation Margarita Center f J e r /✓1ISSIDt1 Viejo SS Laguna Niguel Mission Viejo Station San Juan Capistrano Station i San Clemente Slation High Frequency Metrolink Service(moim =existing rail line/stations) page 23 Transit Extensions to Metrolink Qo page 23 Metrolink Gateways(not mapped) page 24 uU Expand Mobility Choices for Seniors and Persons with Disabilities(countywide;not mapped) page 24 OCommunity Based Transit/Circulators(countywide; not mapped) page 25 Safe Transit Stops(countywide;not mapped) page 25 s '& High FrequencyMetrolink P Transit Extensions Project0 Project 0 High Frequency Metrolink Service Transit Extensions to Metrolink Description: Description: This project will increase rail services within the Frequent service in the Metrolink corridor provides county and provide frequent Metrolink service north a high capacity transit system linking communities of Fullerton to Los Angeles. The project will provide within the central core of Orange County. This for track improvements, more trains, and other project will establish a competitive program for local related needs to accommodate the expanded service. jurisdictions to broaden the reach of the rail system to other activity centers and communities. Proposals This project is designed to build on the successes for extensions must be developed and supported of Metrolink and complement service expansion by local jurisdictions and will be evaluated against made possible by the current Measure M. The well-defined and well-known criteria as follows: service will include upgraded stations and added parking capacity; safety improvements • Traffic congestion relief and quiet zones along the tracks; and frequent • Project readiness,with priority given shuttle service and other means, to move to projects that can be implemented arriving passengers to nearby destinations. within the first five years of the Plan • Local funding commitments and The project also includes funding for the availability of right-of-way improving grade crossings and constructing • Proven ability to attract other financial over or underpasses at high volume arterial partners,both public and private streets that cross the Metrolink tracks. • Cost-effectiveness • Proximity to jobs and population centers Cost: • Regional as well as local benefits The estimated cost of capital and • Ease and simplicity of connections operations is $1,129.8 million. • Compatible, approved land uses • Safe and modern technology • A sound,long-term operating plan This project shall not be used to fund transit routes that are not directly connected to or that would be redundant to the core rail service on the Metrolink corridor. The emphasis shall be on expanding access to the core rail system and on establishing connections to communities and major activity centers that are not immediately adjacent to the Metrolink corridor. It is intended that multiple transit projects be funded through Project R cost estimate amended on Decembet&4,2015. 24 �4 ProjectsTransit Sg 145 Metrolink Gateways E� Expand Mobility Choices for Seniors �a- • • Persons with Disabilities a competitive process and no single project may Project be awarded all of the funds under this program. Expand Mobility Choices for Seniors These connections may include a variety of and Persons with Disabilities transit technologies such as conventional bus, bus rapid transit or high capacity rail transit Description: systems as long as they can be fully integrated This project will provide services and programs and provide seamless transition for the users. to meet the growing transportation needs of seniors and persons with disabilities as follows: Cost: The estimated cost to implement this program One and forty-seven hundredths percent over thirty years is $1,000.0 million. (1.47%) of net revenues will stabilize fares and provide fare discounts for bus services, specialized ACCESS Project services and future rail services • One percent of net revenues will be Convert Metrolink Station(s) to Regional available to continue and expand local Gateways that Connect Orange County community van service for seniors through with High-Speed Rail Systems the existing Senior Mobility Program • One percent will supplement existing Description: countywide senior non-emergency This program will provide the local improvements medical transportation services that are necessary to connect planned future high-speed rail systems to stations Over the next 30 years, the population age 65 on the Orange County Metrolink route. and over is projected to increase by 93 percent. Demand for transit and specialized transportation The State of California is currently planning a services for seniors and persons with disabilities high-speed rail system linking northern and is expected to increase proportionately. southern California. One line is planned to terminate in Orange County. In addition, several Cost: magnetic levitation(MAGLEV) systems that The estimated cost to provide these programs would connect Orange County to Los Angeles over 30 years is $392.8 million. and San Bernardino Counties,including a link from Anaheim to Ontario airport,are also being planned or proposed by other agencies. Cost: The estimated Measure M share of the cost for these regional centers and connections is $57.9 million. 40� Project T and U cost estimates amended on December&4, 2015. 25 Transit Projects .' CommunityBased Transit/Circulator • - Transit Stops Project Project Community Based Transit/Circulators Safe Transit Stops Description: Description: This project will establish a competitive program This project provides for passenger amenities at for local jurisdictions to develop local bus transit 100 busiest transit stops across the County. The services such as community based circulators, stops will be designed to ease transfer between shuttles and bus trolleys that complement regional bus lines and provide passenger amenities bus and rail services, and meet needs in areas not such as improved shelters,lighting, current adequately served by regional transit. Projects will information on bus and train timetables and arrival need to meet performance criteria for ridership, times, and transit ticket vending machines. connection to bus and rail services, and financial viability to be considered for funding.All projects Cost: must be competitively bid,and they cannot The estimated cost of this project is $25.0 million. duplicate or compete with existing transit services. Cost: The estimated cost of this project is $226.5 million. 163 V leanupEnvironmentalverview Every day, more than 70 million gallons of oily The environmental cleanup program is designed to pollution, litter, and dirty contamination washes supplement,not supplant,existing transportation- off streets, roads and freeways and pours onto related water quality programs. This clean-up Orange County waterways and beaches.When program must improve, and not replace, existing it rains, the transportation-generated pollution pollution reduction efforts by cities, the county, increases tenfold, contributing to the increasing and special districts. Funds will be awarded number of beach closures and environmental to the highest priority programs that improve hazards along the Orange County coast. water quality,keep our beaches and streets clean, and reduce transportation-generated pollution Prior to allocation of funds for freeway, street and along Orange County's scenic coastline. transit projects, two percent of gross revenues from the Renewed Measure M Transportation Investment Plan is set aside to protect Orange County beaches from transportation-generated pollution(sometimes called"urban runoff') and improving ocean water quality. Countywide Competitive Program Measure M Environmental Cleanup funds will be used on a countywide, competitive basis to meet federal Clean Water Act standards for controlling transportation-generated pollution by funding nationally recognized Best Management Practices, such as catch basins with state-of- the-art biofiltration systems; or special roadside landscaping systems called bioswales that filter oil runoff from streets, roads and freeways. 164 r -.I Project © The Environmental Cleanup program is subject to the following requirements: Environmental Cleanup • Development of a comprehensive countywide Description: capital improvement program for transportation Implement street and highway related water related water quality improvements quality improvement programs and projects that • A competitive grant process to award funds to will assist Orange County cities, the County the highest priority,most cost-effective projects of Orange and special districts to meet federal • A matching requirement to leverage Clean Water Act standards for urban runoff. other federal, state and local funds for water quality improvements The Environmental Cleanup monies may be used for • A maintenance of effort requirement to water quality improvements related to both existing ensure that funds augment,not replace and new transportation infrastructure,including existing water quality programs capital and operations improvements such as: • Annual reporting on actual expenditures and an assessment of the water quality benefits provided • Catch basin screens, filters and inserts • A strict limit on administrative costs • Roadside bioswales and biofiltration channels and a requirement to spend funds • Wetlands protection and restoration within three years of receipt • Continuous Deflective Separation(CDS)units • Penalties for misuse of any of the • Maintenance of catch basins and bioswales Environmental Cleanup funds • Other street-related"Best Management Practices" for capturing and treating urban runoff Cost: The estimated cost for the Environmental Cleanup This program is intended to augment,not replace program is $237.2 million. In addition it is existing transportation related water quality estimated that new freeway,road and transit projects expenditures and to emphasize high-impact funded by the Renewed Measure M Transportation capital improvements over local operations and Investment Plan will include more than $165 maintenance costs. In addition, all new freeway, million for mitigating water quality impacts. street and transit capital projects will include water quality mitigation as part of project scope and cost. 4a 165 28 Taxpayer Safeguards • • AuditsOverview When new transportation dollars are approved, Back to the Voters they should go for transportation and transportation Of course, over the next 30 years, things will change. alone. No bait-and-switch. No using transportation Minor adjustments can be made by a 2/3 vote of the dollars for other purposes. The original Taxpayer Oversight Committee and a 2/3 vote of Measure M went solely for transportation. The the Orange County Local Transportation Authority Renewed Measure M will be just as airtight. Board of Directors. Major changes must be taken back to voters for authorization.And, every ten And there will be no hidden costs in the program. years, and more frequently if necessary, the Orange County Local Transportation Authority must Prior to allocation of funds for freeway, street and conduct a thorough examination of the Renewed transit projects, one percent of gross revenues from Measure M Investment Plan and determine if the Renewed Measure M Transportation Investment major changes should be submitted to the voters. Plans is set aside for audits, safeguards, and taxpayer protection. By state law, one and one half percent of There are other important taxpayer safeguards, the gross sales taxes generated by Measure M must be all designed to insure the integrity of the voter- paid to the California State Board of Equalization for authorized plans. But each is focused on one collecting the countywide one-half percent sales tax goal: guaranteeing that new transportation that funds the Transportation Investment Program. dollars are devoted to solving Orange County's traffic problems and that no transportation Special Trust Fund dollars are diverted to anything else. To guarantee transportation dollars are used for transportation purposes, all funds must be kept in a special trust fund.An independent, outside audit of this fund will protect against cheaters who try to use the transportation funds for purposes other than specified transportation uses. A severe punishment will disqualify any agency that cheats from receiving Measure M funds for a five-year period. The annual audits, and annual reports detailing project progress,will be sent to Orange County taxpayers every year and will be reviewed in public session by a special Taxpayer Oversight Committee that can raise fiscal issues, ask tough questions, and must independently certify, on an annual basis,that transportation dollars have been spent strictly according to the Renewed Measure M Investment Plan. Aa� 166 Taxpayer Safeguards and Audits Fund Accounting • All tax revenues and interest earned must be Description: deposited and maintained in a separate trust Implement and maintain strict taxpayer fund. Local jurisdictions that receive allocations safeguards to ensure that the Renewed Measure must also maintain them in a separate fund. M Transportation Investment Plan is delivered • All entities receiving tax funds must as promised. Restrict administrative costs to report annually on expenditures and one percent (1%) of total tax revenues and state progress in implementing projects collection of the tax as prescribed in state law • At any time, at its discretion, the Taxpayer [currently one-and-one-half(1.5%) percent]. Oversight Committee may conduct independent reviews or audits of the spending of tax funds Administration of the Transportation Investment • The elected Auditor/Controller of Orange Plan and all spending is subject to the following County must annually certify that spending specific safeguards and requirements: is in accordance with the Plan Oversight Spending Requirements • All spending is subject to an 0 Local jurisdictions receiving funds must annual independent audit abide by specific eligibility and spending • Spending decisions must be annually requirements detailed in the Streets&Roads and reviewed and certified by an independent Environmental Cleanup components of the Plan Taxpayer Oversight Committee • Funds must be used only for transportation • An annual report on spending and purposes described in the Plan. The penalty progress in implementing the Plan for misspending is full repayment and loss of must be submitted to taxpayers funding eligibility for a period of five years. • No funds may be used to replace Integrity of the Plan private developer funding committed • No changes to the Plan can be made to any project or improvement without review and approval by 2/3 vote • Funds shall augment,not replace existing funds of the Taxpayer Oversight Committee • Every effort shall be made to maximize matching • Major changes to the Plan such as deleting state and federal transportation dollars a project or shifting projects among major spending categories (Freeways, Streets& Roads, Transit,Environmental Cleanup) must be ratified by a majority of voters • The Plan must be subject at least every ten years to public review and assessment of progress in delivery, public support and changed circumstances.Any significant proposed changes to the Plan must be approved by the Taxpayer Oversight Committee and ratified by a majority of voters. 167 30 Taxpayer Taxpayer Oversight Committee • The committee shall consist of eleven members—two members from each of the five Board of Supervisor's districts,who shall not be elected or appointed officials—along with the elected Auditor/Controller of Orange County • Members shall be recruited and screened for expertise and experience by the Orange County Grand Jurors Association. Members shall be selected from the qualified pool by lottery. • The committee shall be provided with sufficient resources to conduct independent reviews and audits of spending and implementation of the Plan Collecting the Tax • The State Board of Equalization shall be paid one-and-one-half(1.5) percent of gross revenues each fiscal year for its services in collecting sales tax revenue as prescribed in Section 7273 of the State's Revenue and Taxation Code Cost: The estimated cost for Safeguards and Audits over thirty years is $296.6 million. 40� 168 31 ED cc COSTS LOCATION PROTECTS 2005 estimates in millions I-5 Santa Ana Freeway Interchange Improvements 0 $470.0 I-5 Santa Ana/San Diego Freeway Improvements 0 G 0 1,185.2 SR-22 Garden Grove Freeway Access Improvements 0 120.0 SR-55 Costa Mesa Freeway Improvements 0 366.0 SR-57 Orange Freeway Improvements Q 258.7 SR-91 Riverside Freeway Improvements 000 908.7* I-405 San Diego Freeway Improvements 00 1,392.5* I-605 Freeway Access Improvements 0 20.0 All Freeway Service Patrol 0 150.0 Streets - Regional Capacity Program 0 $1,132.8 Regional Traffic Signal Synchronization Program 0 453.1 Local Fair Share Program 0 2,039.1 Transit Projects (in millions) $2,832.0 High Frequency Metrolink Service 0 $1,129.8 Transit Extensions to Metrolink 0 1,000.0 Metrolink Gateways 0 57.9* Expand Mobility Choices for Seniors and Persons with Disabilities G 392.8* Community Based Transit/Circulators 0 226.5 Safe Transit Stops 0 25.0 Environmental Cleanup (in millions) $237.2 Clean Up Highway and Street Runoff that Pollutes Beaches 0 $237.2 Taxpayer Sa Collect Sales Taxes (State charges required by law) $178.0 Oversight and Annual Audits 118.6 • •l (2005 dollars *Asterisk notes project estimates that have been amended gjgce 2006. 170 1 ATTACHMENT B 2 ALLOCATION OF NET REVENUES 3 4 I. DEFINITIONS. 5 For purposes of the Ordinance the following words shall mean as stated. 6 A. "Capital Improvement Program": a multi-year-year funding plan to 7 implement capital transportation projects and/or programs, including but not limited to 8 capacity, safety, operations, maintenance, and rehabilitation projects. 9 B. "Circulation Element": an element of an Eligible Jurisdiction's General 10 Plan depicting planned roadways and related policies, including consistency with the 11 MPAH. 12 C. "Congestion Management Program": a program established in 1990 13 (California Government Code 65089), for effective use of transportation funds to alleviate 14 traffic congestion and related impacts through a balanced transportation and land use 15 planning process. 16 D. "Eligible Jurisdiction": a city in Orange County or the County of 17 Orange, which satisfies the requirements of Section III A. 18 E. "Encumbrance": the execution of a contract or other action to be 19 funded by Net Revenues. 20 F. "Environmental Cleanup": street, highway, freeway and transit related 21 water quality improvement programs and projects as described in the Plan. 22 G. "Environmental Cleanup Revenues": Two percent (2%) of the 23 Revenues allocated annually plus interest and other earnings on the allocated revenues, 24 which shall be maintained in a separate account. 25 H. "Expenditure Report": a detailed financial report to account for receipt, 26 interest earned and use of Measure M and other funds consistent with requirements of the 27 Ordinance. 28 I. "Freeway Project": the planning, design, construction, improvement, B-1 214007.11 171 1 operation or maintenance necessary for, incidental to, or convenient for a state or interstate 2 freeway. 3 J "Local Fair Share Program": a formula-based allocation to Eligible 4 Jurisdictions for Street and Road Projects as described in the Plan. 5 K. "Local Traffic Signal Synchronization Plan": identification of traffic 6 signal synchronization street routes and traffic signals within a jurisdiction. 7 L. "Master Plan of Arterial Highways (MPAH)": a countywide 8 transportation plan administered by the Authority defining the ultimate number of through 9 lanes for arterial streets, and designating the traffic signal synchronization street routes in 10 Orange County. 11 M. "Net Revenues": The remaining Revenues after the deduction for: (i) 12 amounts payable to the State Board of Equalization for the performance of functions 13 incidental to the administration and operation of the Ordinance, (ii) costs for the 14 administration of the Ordinance, (iii) two percent (2%) of the Revenues annually allocated 15 for Environmental Cleanup, and (iv) satisfaction of debt service requirements of all bonds 16 issued pursuant to the Ordinance that are not satisfied out of separate allocations. 17 N. "Pavement Management Plan": a plan to manage the preservation, 18 rehabilitation, and maintenance of paved roads by analyzing pavement life cycles, 19 assessing overall system performance and costs, and determining alternative strategies 20 and costs necessary to improve paved roads. 21 O. "Permit Streamlining": commitments by state and federal agencies to 22 reduce project delays associated with permitting of freeway projects through development 23 of a comprehensive conservation strategy early in the planning process and the permitting 24 of multiple projects with a single comprehensive conservation strategy. 25 P. "Programmatic Mitigation": permanent protection of areas of high 26 ecological value, and associated restoration, management and monitoring, to 27 comprehensively compensate for numerous, smaller impacts associated with individual 28 transportation projects. Continued function of existing mitigation features, such as wildlife B-2 214007.11 172 1 passages, is not included. 2 Q. "Project Final Report": certification of completion of a project funded 3 with Net Revenues, description of work performed, and accounting of Net Revenues 4 expended and interest earned on Net Revenues allocated for the project. 5 R. "Regional Capacity Program": capital improvement projects to 6 increase roadway capacity and improve roadway operation as described in the Plan. 7 S. "Regional Traffic Signal Synchronization Program": competitive capital 8 and operations funding for the coordination of traffic signals across jurisdictional boundaries 9 as included in the Traffic Signal Synchronization Master Plan and as described in the Plan. 10 T. "Revenues": All gross revenues generated from the transactions and 11 use tax of one-half of one percent (1/2%) plus any interest or other earnings thereon. 12 U. "State Board of Equalization": agency of the State of California 13 responsible for the administration of sales and use taxes. 14 V. "Street and Road Project": the planning, design, construction, 15 improvement, operation or maintenance necessary for, incidental to, or convenient for a 16 street or road, or for any transportation purpose, including, but not limited to, purposes 17 authorized by Article XIX of the California Constitution. 18 W. "Traffic Forums": a group of Eligible Jurisdictions working together to 19 facilitate the planning of traffic signal synchronization among the respective jurisdictions. 20 X. "Traffic Signal Synchronization Master Plan": an element of the 21 MPAH to promote smooth traffic flow through synchronization of traffic signals along 22 designated street routes in the County. 23 Y. "Transit": the transportation of passengers by bus, rail, fixed guideway 24 or other vehicle. 25 Z. "Transit Project": the planning, design, construction, improvement, 26 equipment, operation or maintenance necessary for, or incidental to, or convenient for 27 transit facilities or transit services. 28 AA. "Watershed Management Areas": areas to be established by the B-3 214007.11 173 1 County of Orange, in cooperation with local jurisdictions, or by another public entity with 2 appropriate legal authority, for the management of water run-off related to existing or new 3 transportation projects. 4 II. REQUIREMENTS. 5 The Authority may allocate Net Revenues to the State of California, an Eligible 6 Jurisdiction, or the Authority for any project, program or purpose as authorized by the 7 Ordinance, and the allocation of Net Revenues by the Authority shall be subject to the 8 following requirements: 9 A. Freeway Projects 10 1. The Authority shall make every effort to maximize state and 11 federal funding for Freeway Projects. No Net Revenues shall be allocated in any year to 12 any Freeway Project if the Authority has made findings at a public meeting that the state or 13 the federal government has reduced any allocations of state funds or federal funds to the 14 Authority as the result of the addition of any Net Revenues. 15 2. All Freeway Projects funded with Net Revenues, including 16 project development and overall project management, shall be a joint responsibility of 17 Caltrans, the Authority, and the affected jurisdiction(s). All major approval actions, 18 including the project concept, the project location, and any subsequent change in project 19 scope shall be jointly agreed upon by Caltrans, the Authority, and the project sponsors, and 20 where appropriate, by the Federal Highway Administration and/or the California 21 Transportation Commission. 22 3. Prior to the allocation of Net Revenues for a Freeway Project, 23 the Authority shall obtain written assurances from the appropriate state agency that after 24 the Freeway Project is constructed to at least minimum acceptable state standards, the 25 state shall be responsible for the maintenance and operation of such Freeway Project. 26 4. Freeway Projects will be built largely within existing rights of 27 way using the latest highway design and safety requirements. However, to the greatest 28 extent possible within the available budget, Freeway Projects shall be implemented using B-4 214007.11 174 1 Context Sensitive Design, as described in the nationally recognized Federal Highway 2 Administration (FHWA) Principles of Context Sensitive Design Standards. Freeway 3 Projects will be planned, designed and constructed using a flexible community-responsive 4 and collaborative approach to balance aesthetic, historic and environmental values with 5 transportation safety, mobility, maintenance and performance goals. Context Sensitive 6 Design features include: parkway-style designs; environmentally friendly, locally native 7 landscaping; sound reduction; improved wildlife passage and aesthetic treatments, designs 8 and themes that are in harmony with the surrounding communities. 9 5. At least five percent (5%) of the Net Revenues allocated for 10 Freeway Projects shall fund Programmatic Mitigation for Freeway Projects. These funds 11 shall be derived by pooling funds from the mitigation budgets of individual Freeway 12 Projects, and shall only be allocated subject to the following: 13 a. Development of a Master Environmental Mitigation and 14 Resource Protection Plan and Agreement (Master Agreement) between the Authority and 15 state and federal resource agencies that includes: 16 (i) commitments by the Authority to provide for 17 programmatic environmental mitigation of the Freeway Projects, 18 (ii) commitments by state and federal resource 19 agencies to reduce project delays associated with permitting and streamline the permit 20 process for Freeway Projects, 21 (iii) an accounting process for mitigation obligations 22 and credits that will document net environmental benefit from regional, programmatic 23 mitigation in exchange for net benefit in the delivery of transportation improvements 24 through streamlined and timely approvals and permitting, and 25 (iv) a description of the specific mitigation actions and 26 expenditures to be undertaken and a phasing, implementation and maintenance plan. 27 (v) appointment by the Authority of a Mitigation and 28 Resource Protection Program Oversight Committee ("Environmental Oversight B-5 214007.11 175 1 Committee") to make recommendations to the Authority on the allocation of the Net 2 Revenues for programmatic mitigation, and to monitor implementation of the Master 3 Agreement. The Environmental Oversight Committee shall consist of no more than twelve 4 members and be comprised of representatives of the Authority, Caltrans, state and federal 5 resource agencies, non-governmental environmental organizations, the public and the 6 Taxpayers Oversight Committee. 7 b. A Master Agreement shall be developed as soon as 8 practicable following the approval of the ballot proposition by the electors. It is the intent of 9 the Authority and state and federal resource agencies to develop a Master Agreement prior 10 to the implementation of Freeway Projects. 11 C. Expenditures of Net Revenues made subject to a Master 12 Agreement shall be considered a Freeway Project and may be funded from the proceeds of 13 bonds issued subject to Section 5 of the Ordinance. 14 B. Transit Projects 15 1. The Authority shall make every effort to maximize state and 16 federal funding for Transit Projects. No Net Revenues shall be allocated in any year for 17 any Transit Project if the Authority has made findings at a public meeting that the state or 18 the federal government has reduced any allocations of state funds or federal funds to the 19 Authority as the result of the addition of any Revenues. 20 2. Prior to the allocation of Net Revenues for a Transit Project, the 21 Authority shall obtain a written agreement from the appropriate jurisdiction that the Transit 22 Project will be constructed, operated and maintained to minimum standards acceptable to 23 the Authority. 24 C. Street and Road Projects 25 Prior to the allocation of Net Revenues for any Street and Road 26 Project, the Authority, in cooperation with affected agencies, shall determine the entity(ies) 27 to be responsible for the maintenance and operation thereof. 28 B-6 214007,11 176 1 III. REQUIREMENTS FOR ELIGIBLE JURISDICTIONS. 2 A. In order to be eligible to receive Net Revenues, a jurisdiction shall 3 satisfy and continue to satisfy the following requirements. 4 1. Congestion Management Program. Comply with the conditions 5 and requirements of the Orange County Congestion Management Program (CMP) 6 pursuant to the provisions of Government Code Section 65089. 7 2. Mitigation Fee Program. Assess traffic impacts of new 8 development and require new development to pay a fair share of necessary transportation 9 improvements attributable to the new development. 10 3. Circulation Element. Adopt and maintain a Circulation Element 11 of the jurisdiction's General Plan consistent with the MPAH. 12 4. Capital Improvement Program. Adopt and update biennially a 13 six-year Capital Improvement Program (CIP). The CIP shall include all capital 14 transportation projects, including projects funded by Net Revenues, and shall include 15 transportation projects required to demonstrate compliance with signal synchronization and 16 pavement management requirements. 17 5. Traffic Forums. 18 Participate in Traffic Forums to facilitate the planning of traffic 19 signal synchronization programs and projects. Eligible Jurisdictions and Caltrans, in 20 participation with the County of Orange and the Orange County Division of League of 21 Cities, will establish the boundaries for Traffic Forums. The following will be considered 22 when establishing boundaries: 23 a. Regional traffic routes and traffic patterns; 24 b. Inter-jurisdictional coordination efforts; and 25 C. Total number of Traffic Forums. 26 6. Local Traffic Signal Synchronization Plan. Adopt and maintain a 27 Local Traffic Signal Synchronization Plan which shall identify traffic signal synchronization 28 street routes and traffic signals; include a three-year plan showing costs, available funding B-7 214007.11 177 1 and phasing .of capital, operations and maintenance of the street routes and traffic signals; 2 and include information on how the street routes and traffic signals may be synchronized 3 with traffic signals on the street routes in adjoining jurisdictions. The Local Traffic Signal 4 Synchronization Plan shall be consistent with the Traffic Signal Synchronization Master 5 Plan. 6 7. Pavement Management Plan. Adopt and update biennially a 7 Pavement Management Plan, and issue, using a common format approved by the 8 Authority, a report every two years regarding the status of road pavement conditions and 9 implementation of the Pavement Management Plan. 10 a. Authority, in consultation with the Eligible Jurisdictions, 11 shall define a countywide management method to inventory, analyze and evaluate road 12 pavement conditions, and a common method to measure improvement of road pavement 13 conditions. 14 b. The Pavement Management Plan shall be based on: 15 either the Authority's countywide pavement management method or a comparable 16 management method approved by the Authority, and the Authority's method to measure 17 improvement of road pavement conditions. 18 C. The Pavement Management Plan shall include: 19 (i) Current status of pavement on roads; 20 (ii) A six-year plan for road maintenance and 21 rehabilitation, including projects and funding; 22 (iii) The projected road pavement conditions resulting 23 from the maintenance and rehabilitation plan; and 24 (iv) Alternative strategies and costs necessary to 25 improve road pavement conditions. 26 8. Expenditure Report. Adopt an annual Expenditure Report to 27 account for Net Revenues, developer/traffic impact fees, and funds expended by the 28 Eligible Jurisdiction which satisfy the Maintenance of Effort requirements. The Expenditure B-8 214007.11 178 1 Report shall be submitted by the end of six (6) months following the end of the jurisdiction's 2 fiscal year and include the following: 3 a. All Net Revenue fund balances and interest earned. 4 b. Expenditures identified by type (i.e., capital, operations, 5 administration, etc.), and program or project . 6 9. Project Final Report. Provide Authority with a Project Final 7 Report within six months following completion of a project funded with Net Revenues. 8 10. Time Limits for Use of Net Revenues. 9 a. Agree that Net Revenues for Regional Capacity Program 10 projects and Regional Traffic Signal Synchronization Program projects shall be expended 11 or encumbered no later than the end of the fiscal year for which the Net Revenues are 12 programmed. A request for extension of the encumbrance deadline for no more than 13 twenty-four months may be submitted to the Authority no less than ninety days prior to the 14 deadline. The Authority may approve one or more requests for extension of the 15 encumbrance deadline. 16 b. Agree that Net Revenues allocated for any program or 17 project, other than a Regional Capacity Program project or a Regional Traffic Signal 18 Synchronization Program project, shall be expended or encumbered within three years of 19 receipt. The Authority may grant an extension to the three-year limit, but extensions shall 20 not be granted beyond a total of five years from the date of the initial funding allocation. 21 C. In the event the time limits for use of Net Revenues are 22 not satisfied then any retained Net Revenues that were allocated to an Eligible Jurisdiction 23 and interest earned thereon shall be returned to the Authority and these Net Revenues and 24 interest earned thereon shall be available for allocation to any project within the same 25 source program. 26 11. Maintenance of Effort. Annual certification that the Maintenance 27 of Effort requirements of Section 6 of the Ordinance have been satisfied. 28 12. No Supplanting of Funds. Agree that Net Revenues shall not be B-9 214007.11 179 1 used to supplant developer funding which has been or will be committed for any 2 transportation project. 3 13. Consider, as part of the Eligible Jurisdiction's General Plan, land 4 use planning strategies that accommodate transit and non-motorized transportation. 5 B. Determination of Non-Eligibility 6 A determination of non-eligibility of a jurisdiction shall be made only 7 after a hearing has been conducted and a determination has been made by the Authority's 8 Board of Directors that the jurisdiction is not an Eligible Jurisdiction as provided 9 hereinabove. 10 IV. ALLOCATION OF NET REVENUES; GENERAL PROVISIONS. 11 A. Subject to the provisions of the Ordinance, including Section II above, 12 use of the Revenues shall be as follows: 13 1. First, the Authority shall pay the State Board of Equalization for 14 the services and functions; 15 2. Second, the Authority shall pay the administration expenses of 16 the Authority; 17 3. Third, the Authority shall satisfy the annual allocation 18 requirement of two percent (2%) of Revenues for Environmental Cleanup; and 19 4. Fourth, the Authority shall satisfy the debt service requirements 20 of all bonds issued pursuant to the Ordinance that are not satisfied out of separate 21 allocations. 22 B. After providing for the use of Revenues described in Section A above, 23 and subject to the averaging provisions of Section D below, the Authority shall allocate the 24 Net Revenues as follows: 25 1. Forty-three percent (43%) for Freeway Projects; 26 2. Thirty-two percent (32%) for Street and Road Projects; and 27 3. Twenty-five percent (25%) for Transit Projects. 28 C. The allocation of thirty-two percent (32%) of the Net Revenues for B-10 214007.11 180 1 Street and Road Projects pursuant to Section B 2 above shall be made as follows: 2 1. Ten percent (10%) of the Net Revenues shall be allocated for 3 Regional Capacity Program projects; 4 2. Four percent (4%) of the Net Revenues shall be allocated for 5 Regional Traffic Signal Synchronization Program projects; and 6 3. Eighteen percent (18%) of the Net Revenues shall be allocated 7 for Local Fair Share Program projects. 8 D. In any given year, except for the allocations for Local Fair Share 9 Program projects, the Authority may allocate Net Revenues on a different percentage basis 10 than required by Sections B and C above in order to meet short-term needs and to 11 maximize efforts to capture state, federal, or private transportation dollars, provided the 12 percentage allocations set forth in Sections B and C above shall be achieved during the 13 duration of the Ordinance. 14 E. The Authority shall allocate Net Revenues for programs and projects 15 as necessary to meet contractual, program or project obligations, and the Authority may 16 withhold allocations until needed to meet contractual, program or project obligations, except 17 that Net Revenues allocated for the Local Fair Share Program pursuant to Section C above 18 shall be paid to Eligible Jurisdictions within sixty days of receipt by the Authority. 19 F. The Authority may exchange Net Revenues from a Plan funding 20 category for federal, state or other local funds allocated to any public agency within or 21 outside the area of jurisdiction to maximize the effectiveness of the Plan. The Authority and 22 the exchanging public agency must use the exchanged funds for the same program or 23 project authorized for the use of the funds prior to the exchange. Such federal, state or 24 local funds received by the Authority shall be allocated by the Authority to the same Plan 25 funding category that was the source of the exchanged Net Revenues, provided, however, 26 in no event shall an exchange reduce the Net Revenues allocated for Programmatic 27 Mitigation of Freeway Projects. 28 G. If additional funds become available for a specific project or program B-11 214007.11 181 1 described in the Plan, the Authority may allocate the Net Revenues replaced by the receipt 2 of those additional funds, in the following order of priority: first, to Plan projects and 3 programs which provide congestion relief in the geographic region which received the 4 additional funds; second, to other projects and programs within the affected geographic 5 region which may be placed in the Plan through an amendment to the Ordinance; and third, 6 to all other Plan projects and programs. 7 H. Upon review and acceptance of the Project Final Report, the Authority 8 shall allocate the balance of Net Revenues for the project, less the interest earned on the 9 Net Revenues allocated for the project. 10 V. ALLOCATION OF NET REVENUES; STREETS AND ROADS PROGRAMS/ 11 PROJECTS 12 A. Regional Capacity Program. 13 1. Matching Funds. An Eligible Jurisdiction shall contribute local 14 matching funds equal to fifty percent (50%) of the project or program cost. This local match 15 requirement may be reduced as follows: 16 a. A local match reduction of ten percent (10%) of the 17 eligible cost if the Eligible Jurisdiction implements, maintains and operates in conformance 18 with the Traffic Signal Synchronization Master Plan. 19 b. A local match reduction of ten percent (10%) of the 20 eligible cost if the Eligible Jurisdiction either: 21 (i) has measurable improvement of paved road 22 conditions during the previous reporting period as determined pursuant to the Authority's 23 method of measuring improvement of road pavement conditions, or 24 (ii) has road pavement conditions during the previous 25 reporting period which are within the highest twenty percent of the scale for road pavement 26 conditions as determined pursuant to the Authority's method of measuring improvement of 27 road pavement conditions. 28 C. A local match reduction of five percent (5%) of the B-12 214007.11 182 1 eligible cost if the Eligible Jurisdiction does not use any Net Revenues as part of the funds 2 for the local match. 3 2. Allocations shall be determined pursuant to a countywide 4 competitive procedure adopted by the Authority. Eligible Jurisdictions shall be consulted by 5 the Authority in establishing criteria for determining priority for allocations. 6 B. Regional Traffic Signal Synchronization Program. 7 1. Traffic Signal Synchronization Master Plan. 8 The Authority shall adopt and maintain a Traffic Signal 9 Synchronization Master Plan, which shall be a part of the Master Plan of Arterial Highways. 10 The Traffic Signal Synchronization Master Plan shall include traffic signal synchronization 11 street routes and traffic signals within and across jurisdictional boundaries, and the means 12 of implementing, operating and maintaining the programs and projects, including necessary 13 governance and legal arrangements. 14 2. Allocations. 15 a. Allocations shall be determined pursuant to a countywide 16 competitive procedure adopted by the Authority. Eligible Jurisdictions shall be consulted by 17 the Authority in establishing criteria for determining priority for allocations. 18 b. The Authority shall give priority to programs and projects 19 which include two or more jurisdictions. 20 C. The Authority shall encourage the State to participate in 21 the Regional Traffic Signal Synchronization Program and Authority shall give priority to use 22 of transportation funds as match for the State's discretionary funds used for implementing 23 the Regional Traffic Signal Synchronization Program. 24 3. An Eligible Jurisdiction shall contribute matching local funds 25 equal to twenty percent (20%) of the project or program cost. The requirement for 26 matching local funds may be satisfied all or in part with in-kind services provided by the 27 Eligible Jurisdiction for the program or project, including salaries and benefits for 28 employees of the Eligible Jurisdiction who perform work on the project or programs. B-13 214007.11 183 1 4. An Eligible Jurisdiction shall issue a report once every three 2 years regarding the status and performance of its traffic signal synchronization activities. 3 5. Not less than once every three years an Eligible Jurisdiction 4 shall review and revise, as may be necessary, the timing of traffic signals included as part 5 of the Traffic Signal Synchronization Master Plan. 6 6. An Eligible Jurisdiction withdrawing from a signal 7 synchronization project shall be required to return Net Revenues allocated for the project. 8 C. Local Fair Share Program. 9 The allocation of eighteen percent (18%) of the Net Revenues for 10 Local Fair Share Program projects shall be made to Eligible Jurisdictions in amounts 11 determined as follows: 12 1. Fifty percent (50%) divided between Eligible Jurisdictions based 13 on the ratio of each Eligible Jurisdiction's population for the immediately preceding calendar 14 year to the total County population (including incorporated and unincorporated areas) for 15 the immediately preceding calendar year, both as determined by the State Department of 16 Finance; 17 2. Twenty-five percent (25%) divided between Eligible Jurisdictions 18 based on the ratio of each Eligible Jurisdiction's existing Master Plan of Arterial Highways 19 ("MPAH") centerline miles to the total existing MPAH centerline miles within the County as 20 determined annually by the Authority; and 21 3. Twenty-five percent (25%) divided between Eligible Jurisdictions 22 based on the ratio of each Eligible Jurisdiction's total taxable sales to the total taxable sales 23 of the County for the immediately preceding calendar year as determined by the State 24 Board of Equalization. 25 VI. ALLOCATION OF NET REVENUES; TRANSIT PROGRAMS/PROJECTS. 26 A. Transit Extensions to Metrolink. 27 1. The Authority may provide technical assistance, transportation 28 planning and engineering resources for an Eligible Jurisdiction to assist in designing Transit B-14 214007.11 184 1 Extensions to Metrolink projects to provide effective and user-friendly connections to 2 Metrolink services and bus transit systems. 3 2. To be eligible to receive Net Revenues for Transit Extension to 4 Metrolink projects, an Eligible Jurisdiction must execute a written agreement with the 5 Authority regarding the respective roles and responsibilities pertaining to construction, 6 ownership, operation and maintenance of the Transit Extension to Metrolink project. 7 3. Allocations of Net Revenues shall be determined pursuant to a 8 countywide competitive procedure adopted by the Authority. This procedure shall include 9 an evaluation process and methodology applied equally to all candidate Transit Extension 10 to Metrolink projects. Eligible Jurisdictions shall be consulted by the Authority in the 11 development of the evaluation process and methodology. 12 B. Metrolink Gateways. 13 1. The Authority may provide technical assistance, transportation 14 planning and engineering resources for an Eligible Jurisdiction to assist in designing 15 Regional Transit Gateway facilities to provide for effective and user-friendly connections to 16 the Metrolink system and other transit services. 17 2. To be eligible to receive Net Revenues for Regional Gateway 18 projects, an Eligible Jurisdiction must execute a written agreement with the Authority 19 regarding the respective roles and responsibilities pertaining to construction, ownership, 20 operation and maintenance of the Regional Gateway facility. 21 3. Allocations of Net Revenues shall be determined pursuant to a 22 countywide competitive procedure adopted by the Authority. This procedure shall include 23 an evaluation process and methodology applied equally to all candidate Regional Gateway 24 projects. Eligible Jurisdictions shall be consulted by the Authority in the development of the 25 evaluation process and methodology. 26 C. Mobility Choices for Seniors and Persons with Disabilities. 27 1. An Eligible Jurisdiction may contract with another entity to 28 perform all or part of a Mobility Choices for Seniors and Persons with Disabilities project. B-15 214007.11 185 1 2. A senior is a person age sixty years or older. 2 3. Allocations. 3 a. One percent (1%) of the Net Revenues shall be allocated 4 to the County to augment existing senior non-emergency medical transportation services 5 funded with Tobacco Settlement funds as of the effective date of the Ordinance. The 6 County shall continue to fund these services in an annual amount equal to the same 7 percentage of the total annual Tobacco Settlement funds received by the County. The Net 8 Revenues shall be annually allocated to the County in an amount no less than the Tobacco 9 Settlement funds annually expended by the County for these services and no greater than 10 one percent of net revenues plus any accrued interest. 11 b. One percent (1%) of the Net Revenues shall be allocated 12 to continue and expand the existing Senior Mobility Program provided by the Authority. 13 The allocations shall be determined pursuant to criteria and requirements for the Senior 14 Mobility Program adopted by the Authority. 15 C. One and forty-seven hundredths percent (1.47%) of the 16 Net Revenues shall be allocated to partially fund bus and ACCESS fares for seniors and 17 persons with disabilities in an amount equal to the percentage of partial funding of fares for 18 seniors and persons with disabilities as of the effective date of the Ordinance, and to 19 partially fund train and other transit service fares for seniors and persons with disabilities in 20 amounts as determined by the Authority. 21 d. In the event any Net Revenues to be allocated for seniors 22 and persons with disabilities pursuant to the requirements of subsections a, b and c above 23 remain after the requirements are satisfied then the remaining Net Revenues shall be 24 allocated for other transit programs or projects for seniors and persons with disabilities as 25 determined by the Authority. 26 D. Community Based Transit/Circulators. 27 1. The Authority may provide technical assistance, transportation 28 planning, procurement and operations resources for an Eligible Jurisdiction to assist in B-16 214007.11 186 1 designing Community Based Transit/Circulators projects to provide effective and user- 2 friendly transit connections to countywide bus transit and Metrolink services. 3 2. To be eligible to receive Net Revenues for Community Based 4 Transit/Circulators projects, an Eligible Jurisdiction must execute a written agreement with 5 the Authority regarding the respective roles and responsibilities pertaining to construction, 6 ownership, operation and maintenance of the Community Based Transit/Circulators project. 7 3. Allocations of Net Revenues shall be determined pursuant to a 8 countywide competitive procedure adopted by the Authority. This procedure shall include 9 an evaluation process and methodology applied equally to all candidate Community Based 10 Transit/Circulator projects. Eligible Jurisdictions shall be consulted by the Authority in the 11 development of the evaluation process and methodology. 12 4. An Eligible Jurisdiction may contract with another entity to 13 perform all or part of a Community Based Transit/Circulators project. 14 VII. ALLOCATION OF NET REVENUES; ENVIRONMENTAL CLEANUP 15 PROGRAMS/PROJECTS. 16 A. An Eligible Jurisdiction may contract with any other public entity to 17 perform all or any part of an Environmental Cleanup project. 18 B. Allocation Committee. 19 1. The Allocation Committee shall not include any elected public 20 officer and shall include the following twelve (12) voting members: 21 (i) one (1) representative of the County of Orange; 22 (ii) five (5) representatives of cities, subject to the 23 requirement for one (1) representative for the cities in each supervisorial district; 24 (iii) one (1) representative of the California Department of 25 Transportation; 26 (iv) two (2) representatives of water or wastewater public 27 entities; 28 (v) one (1) representative of the development industry; B-17 214007.11 187 1 (vi) one (1) representative of the scientific or academic 2 community; 3 (vii) one (1) representative of private or non-profit 4 organizations involved in environmental and water quality protection/enforcement matters; 5 In addition, one (1) representative of the Santa Ana Regional Water 6 Quality Control Board and one (1) representative of the San Diego Regional Water Quality 7 Control Board shall be non-voting members of the Allocation Committee. 8 2. The Allocation Committee shall recommend to the Authority for 9 adoption by the Authority the following: 10 a. A competitive grant process for the allocation of 11 Environmental Cleanup Revenues, including the highest priority to capital improvement 12 projects included in a Watershed Management Area. The process shall give priority to 13 cost-effective projects and programs that offer opportunities to leverage other funds for 14 maximum benefit. 15 b. A process requiring that Environmental Cleanup 16 Revenues allocated for projects and programs shall supplement and not supplant funding 17 from other sources for transportation related water quality projects and programs. 18 C. Allocation of Environmental Cleanup Revenues for 19 proposed projects and programs. 20 d. An annual reporting procedure and a method to assess 21 the water quality benefits provided by completed projects and programs. 22 23 24 25 26 27 28 B-18 214007.11 188 1 ATTACHMENT C 2 TAXPAYER OVERSIGHT COMMITTEE 3 4 I. PURPOSE AND ORGANIZATION. A Taxpayer Oversight Committee 5 ("Committee") is hereby established for the purpose of overseeing compliance with the 6 Ordinance as specified in Section IV hereof. The Committee shall be organized and 7 convened before any Revenues are collected or spent pursuant to the Ordinance. 8 II. COMMITTEE MEMBERSHIP. The Committee shall be governed by eleven 9 members ("Member"). The composition of the Committee membership shall be subject to 10 the following provisions. 11 A. Geographic Balance. The membership of the Committee shall be 12 geographically balanced at all times as follows: 13 1. There shall be two Members appointed from each of the 14 County's supervisorial districts (individually, "District"); and 15 2. The Auditor-Controller shall be a Member and chairman 16 ("Chair") of the Committee. 17 B. Member Term. Each Member, except the Auditor-Controller and 18 as provided in Section III B 2 below, shall be appointed for a term of three years; provided, 19 however, that any Member appointed to replace a Member who has resigned or been 20 removed shall serve only the balance of such Member's unexpired term, and no person 21 shall serve as a Member for a period in excess of six consecutive years. 22 C. Resignation. Any Member may, at any time, resign from the 23 Committee upon written notice delivered to the Auditor-Controller. Acceptance of any 24 public office, the filing of an intent to seek public office, including a filing under California 25 Government Code Section 85200, or change of residence to outside the District shall 26 constitute a Member's automatic resignation. 27 D. Removal. Any Member who has three consecutive unexcused 28 absences from meetings of the Committee shall be removed as a Member. An absence C-1 189 507779.8 1 from a Committee meeting shall be considered unexcused unless, prior to or after such 2 absence (i) the Member submits to each of the other Members a written request to excuse 3 such absence, which request shall state the reason for such absence and any special 4 circumstances existing with respect to such absence; and (ii) a majority of the other 5 Members agree to excuse such absence. 6 E. Reappointment. Any former Member may be reappointed. 7 III. APPOINTMENT OF MEMBERS. 8 A. Membership Recommendation Panel. 9 1. The Authority shall contract with the Orange County Grand 10 Jurors' Association for the formation of a committee membership recommendation panel 11 ("Panel") to perform the duties set forth in this subsection III A. If the Orange County Grand 12 Jurors' Association refuses or fails to act in such capacity, the Authority shall contract with 13 another independent organization selected by the Authority for the formation of the Panel. 14 2. The Panel shall have five members who shall screen and 15 recommend potential candidates for Committee membership. 16 3. The Panel shall solicit, collect and review applications from 17 potential candidates for membership on the Committee. No currently elected or appointed 18 officer of any public entity ("Public Officer") will be eligible to serve as a Member, except the 19 Auditor-Controller, and a Public Officer shall complete an Intent to Resign form, which shall 20 be provided as part of the application and submitted as part of the initial application 21 process. Failure to submit an Intent to Resign form will deem such Public Officer ineligible 22 for consideration to serve as a Member. In addition, a person who has a financial conflict 23 of interest with regard to the allocation of Revenues will be deemed ineligible for 24 consideration to serve as a Member. A Member shall reside within the District the Member 25 is appointed to represent. Subject to the foregoing restrictions, the Panel shall evaluate 26 each potential candidate on the basis of the following criteria: 27 a. Commitment and ability to participate in Committee 28 meetings; C-2 190 507779.8 1 b. Demonstrated interest and history of participation in 2 community activities, with special emphasis on transportation-related activities; and 3 C. Lack of conflicts of interest with respect to the allocation 4 of Revenues. 5 4. For initial membership on the Committee, the Panel shall 6 recommend to the Authority at least five candidates from each of the two Districts that are 7 represented by one member on the Ordinance No. 2, Citizens Oversight Committee 8 ("COC") as of the date the Authority appoints the initial Members. Thereafter, the Panel 9 shall recommend to the Authority at least five candidates for filing each vacancy on the 10 Committee. 11 B. Initial Members. 12 1. The COC members, as of the date the Authority appoints the 13 initial Members of the Committee, shall be appointed as initial Members of the Committee. 14 These Members shall each serve until each of their respective terms as a member of the 15 COC expires. 16 2. Two additional initial Members shall be appointed. The 17 Authority shall place the names of the candidates recommended by the Panel on equally- 18 sized cards which shall be deposited randomly in a container. In public session, the 19 Chairman of the Authority will draw a sufficient number of names from said container to 20 allocate Committee membership in accordance with the membership requirements and 21 restrictions set forth in Section II hereof. The first person whose name is drawn shall be 22 appointed to serve a term of three years. Thereafter, the person whose name is drawn 23 who is not from the same District as the first person whose name is drawn shall be 24 appointed to serve a term of two years. 25 C. Member Vacancy. A member vacancy, however caused, shall be 26 filled by the Authority. A Member shall be appointed on or about July 1 to replace a 27 Member whose term has expired. A Member may be appointed at any time as necessary 28 to replace a Member who has resigned or been removed. The Authority shall place the C-3 191 507779.8 1 names of the candidates recommended by the Panel for the appointment on equally-sized 2 cards which shall be deposited randomly in a container, In a public session, the Chairman 3 of the Authority will draw one name from said container for each vacancy on the 4 Committee. The person whose name is so drawn shall be appointed by the Authority to fill 5 the vacancy. 6 IV. DUTIES AND RESPONSIBILITIES. The Committee is hereby charged 7 with the following duties and responsibilities: 8 A. The initial Members shall convene to adopt such procedural rules and 9 regulations as are necessary to govern the conduct of Committee meetings, including, but 10 not limited to, those governing the calling, noticing and location of Committee meetings, as 11 well as Committee quorum requirements and voting procedures. The Committee may 12 select its own officers, including, but not limited to,,a Committee co-chair who will be the 13 primary spokesperson for the Committee. 14 B. The Committee shall approve, by a vote of not less than two thirds of 15 all Committee members, any amendment to the Plan proposed by the Authority which 16 changes the funding categories, programs or projects identified on page 31 of the Plan. 17 C. The Committee shall receive and review the following documents 18 submitted by each Eligible Jurisdiction: 19 1. Congestion Management Program; 20 2. Mitigation Fee Program; 21 3. Expenditure Report; 22 4. Local Traffic Signal Synchronization Plan; and 23 5. Pavement Management Plan. 24 D. The Committee shall review yearly audits and hold an annual public 25 hearing to determine whether the Authority is proceeding in accordance with the Plan. The 26 Chair shall annually certify whether the Revenues have been spent in compliance with the 27 Plan. In addition, the Committee may issue reports, from time to time, on the progress of 28 the transportation projects described in the Plan. C-4 192 507779.8 1 E. The Committee shall receive and review the performance assessment 2 conducted by the Authority at least once every three years to review the performance of the 3 Authority in carrying out the purposes of the Ordinance. 4 F. Except as otherwise provided by the Ordinance, the Committee may 5 contract, through the Authority, for independent analysis or examination of issues within the 6 Committee's purview or for other assistance as it determines to be necessary. 7 G. The Committee may submit a written request to the Authority to explain 8 any perceived deviations from the Plan. The Authority's Chair must respond to such 9 request, in writing, within sixty days after receipt of the same. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 C-5 193 507779.8 Measure M2 Amendments Staff Reports September 24, 2012 Measure M2 Transportation Investment Plan Amendment November 9, 2012 Public Hearing on Amendment of the Measure M Freeway Category: State Route 91 (Project J), Interstate 405 (Project K) October 11, 2013 Proposal to amend Orange County Local Transportation Authority Ordinance No. 3 (Attachment C) to Modify Taxpayer Oversight Committee Membership Eligibility November 25, 2013 Public Hearing to amend Orange County Local Transportation Authority Ordinance No. 3 (Attachment C) to Modify Taxpayer Oversight Committee Membership Eligibility October 26, 2015 Proposed Amendment to the Measure M2 Transportation Investment Plan (and Ordinance No. 3) December 14, 2015 Public Hearing to Amend Orange County Local Transportation Authority Ordinance No. 3 and Renewed Measure M Transportation Investment Plan for the Transit Program March 14, 2016 Renewed Measure M Local Transportation Authority Ordinance No. 3 and Transportation Investment Plan Amendment Update (corrected scrivener error) May 11, 2020 Proposed Amendment to the Orange County Local Transportation Authority Measure M2 Ordinance No. 3 June 22, 2020 Public Hearing to Amend the Measure M2 Orange County Local Transportation Authority Ordinance No. 3 (temporary change to the maintenance of effort requirement due to economic impacts of novel coronavirus pandemic) 194 FINAL REPORT UPDATED CITYWIDE PAVEMENT MANAGEMENT PLAN OC Go 2022-2029 cif �4 4 ng Submitted to: City of Huntington Beach, CA May 13, 2022 4KBUCKN 195 May 13, 2022 Mr. Chris Tanio Department of Public Works CITY OF HUNTINGTON BEACH 2000 Main Street Huntington Beach, CA 92648 Subject: City of Huntington Beach—OCTA Pavement Management Compliance Report 2022 Dear Chris: As part of the 2022 Update of the Pavement Management Plan (PMP) for the City of Huntington Beach, Bucknam Infrastructure Group, Inc. is pleased to submit the PMP reporting required by the Orange County Transportation Authority (OCTA). This data/report will be submitted to OCTA as part of the City's required biennial PMP prior to June 30, 2022. The information contained in this report was used to develop the recommended improvement program for the pavement network. The report covers the following categories: • Pavement Management Plan Certification • Quality Assurance/Quality Control (QA/QC) Plan • Pavement Management Data Files(electronic Huntington Beach.e70 file format) • Pavement Management Plan that includes the following: • Average Pavement Conditions For Each Segment in the Network(PCI Report) The Pavement Condition Index report shows the present condition of each street in the pavement network (Master Plan of Arterial Highway (MPAH) and Locals). In addition,the report shows the basic geometry of each street segment. • Seven-year Projected PCI Under Existing Funding Levels This report identifies the projected PCI's based on the local agencies current funding programs. This report details the PCI projects for the entire network, MPAH roadways and Local streets. • Seven-year Plan for Road Maintenance and Rehabilitation (Forecasted Maintenance Report) The Forecasted Maintenance Report projects the street maintenance activities required for the next seven years, broken down to show maintenance levels for all streets. This includes all scheduled projects provided by the City for fiscal years 2022 through 2029. 196 • Alternative Funding Levels OCTA has requested two reports indicating the necessary funding to maintain the City's current weighted average PCI as well as the necessary funding to improve the weighted average PCI by one PCI point over the next seven years. • Backlog by Fiscal Year(re: unfunded restoration, rehabilitation and reconstruction) • Percentage of total network in each of the five condition categories based on centerline mileage • Local Match Reduction Reporting In order to be eligible for Local Match Reduction of 10%, the following must be submitted: o Measurable improvement of paved road conditions during the previous reporting period defined as an overall weighted (by area)average system improvement of one PCI point. o No reduction in the overall weighted (by area) average PCI in the MPAH or local street categories -or— o Have road pavement conditions, for the overall network, during the previous reporting period within the highest twenty(20%)of the scale for road pavement conditions in conformance with OCTA Ordinance No. 3, defined as a PCI of 75 or higher,otherwise defined as in "good condition". These reports will be submitted to the City of Huntington Beach as part of the biennial Pavement Management Plan that is due prior to June 30, 2022. These reports will be packaged in a way that it will be easy for staff to review. All comments received from the City have been incorporated in the reports that follow. All of the City's issues and needs that were brought to our attention are included in the report. It has been a pleasure working with you and the City on updating your Pavement Management Plan. We look forward to the continued success of this project and future teamwork with City staff. Sincerely, Bucknam Infrastructure Group, Inc. Peter J. Bucknam Project Manager Infrastructure Management—GIS Services V U C!\N A R K 35 8 Seagate Way,Suite 0230 56 '�t Oceanside,CA 42U55 INFRASTRUCTURE GROUP,INC T:{kna 2 incxom wwwbucknarrrinc.com 197 City of Huntington Beach, CA Page i 2022 Citywide Pavement Management Plan -OCTA Submittal Final Report-June 30, 2022 AGENCY SUBMITTAL TABLE OF CONTENTS I. Pavement Management Plan Certification..............................................................................2 II. Executive Summary..................................................................................................................3 III. Background ......................................................................................................................4 IV. Current Pavement Conditions (PCI).........................................................................................7 V. Projected Pavement Conditions (PCI)......................................................................................8 VI. Alternative Funding Levels.......................................................................................................9 a. Maintain Existing Average Network PCI ................................................................9 b. Improve Average Network PCI...............................................................................9 VII. Current and Projected Backlog by Year of Pavement Maintenance Needs............................9 VIII. Centerline Mileage.................................................................................................................10 IX. Percentage of Network in Each of Five Condition Categories Based on Centerline Miles....10 X. Reduction in M2 Local Match................................................................................................11 XI. AppendixA—Seven-Year Road Maintenance and Rehabilitation Plan Based on Current orExpected Funding Level ..............................................................................12 XII. Appendix B—Complete Street Listing Current Conditions....................................................13 XIII. Appendix C—GIS Digital Data................................................................................................14 XIV. Appendix D—Quality Assurance/Quality Control Plan........................................................16 • Introduction.........................................................................................................16 • Objectives ............................................................................................................16 • Structure of QA/QC Plan......................................................................................16 • Condition Survey Procedures...............................................................................17 • Accuracy Required for Data Collection................................................................18 • Random and Systematic Re-Inspections..............................................................18 • PCI Comparison with Past Surveys.......................................................................19 • Inspector Qualifications and Experience.............................................................19 • Safety Procedures................................................................................................19 XV. Appendix E—Pavement Management Data Files.............................................................20 XVI. Appendix F—GIS Maps—Current Conditions...................................................................21 198 City of Huntington Beach, CA Page 1 2022 Citywide Pavement Management Plan — OCTA Submittal Final Report—June 30, 2022 CITY OF HUNTINGTON BEACH PAVEMENT MANAGEMENT PLAN - part of- COUNTYWIDE PAVEMENT MANAGEMENT PLAN GUIDELINES (OCTA Guideline—April2020) Prepared by: Bucknam Infrastructure Group, Inc. Submitted to OCTA: June 30, 2022 NW99 City of Huntington Beach, CA Page 2 2022 Citywide Pavement Management Plan-OCTA Submittal Final Report-June 30, 2022 I. Pavement Management Plan Certification The City of Huntington Beach,CA certifies that is has a Pavement Management Plan in conformance with the criteria stated in the Orange County Transportation Authority Ordinance No. 3. This ordinance requires that a Pavement Management Plan be in place and maintained to qualify for allocation of revenues generated from renewed Measure M (M2). The plan was developed by Bucknam Infrastructure Group, Inc. using Micro PAVER, a pavement management system conforming to American Society for Testing and Materials (ASTM)Standard D6433, and contains,at a minimum,the following elements: • Inventory of Master Plan of Arterial Highway (MPAH) and Local routes reviewed and updated biennially. The last update of the inventory was completed on March, 2022 for the Arterial (MPAH) and March 2022 for the Local streets; • Assessment of the pavement condition for all routes in the system, updated biennially. The last field review of the pavement condition was completed in March, 2022; • Percentage of all section of pavement needing: o Preventive Maintenance=25.1%; o Rehabilitation=23.2%; o Reconstruction =3.2% • Budget needs for preventive maintenance, rehabilitation and/or reconstruction of deficient sections of pavement for: o Current biennial period $22,200,000; o following biennial period $25,200,000 • Funds budgeted or available for Preventive Maintenance, Rehabilitation and/or Reconstruction. o Current biennial period $21,700,000; o following biennial period $25,200,000 • Backlog by year of unfunded rehabilitation, restoration and reconstruction needs(See page 9); • The Pavement Management Plan is consistent with countywide pavement condition assessment standards as described in the OCTA Countywide Pavement Management Plan Guidelines adopted by the OCTA Board of Directors. *An electronic copy of the Pavement Management Plan (with MicroPAVER or StreetSaver compatible files) has been or will be submitted with the certification statement. A copy of this certification is being provided to the Orange County Transportation Authority. Submitted by: t.� City of Huntington Beach Name(Pri ) Jurisdiction -s-I//*�/ Signec Date Director of Public Works Title City of Huntington Beach, CA Page 3 2022 Citywide Pavement Management Plan - OCTA Submittal Final Report-June 30, 2022 II. EXECUTIVE SUMMARY 2022 UPDATE OF PAVEMENT MANAGEMENT PLAN (PMP) As the City of Huntington Beach's infrastructure continues to mature Public Works priorities such as Local street maintenance and Arterial rehabilitation are key projects to City staff. With the City mostly built- out, wear and tear on the infrastructure will occur at an ever increasing rate. Pavement aging through annual weathering, dynamic and static vehicle loading, and increased usage, compounded with the increased cost of performing maintenance and rehabilitation, add to the yearly operational budget of the pavement network. System sustainability can only be achieved through proactive scheduling and the implementation of cost-efficient pavement applications. Over the past twenty years the City has made proactive and efficient improvement regarding its overall condition status as well as greatly reduced its deferred maintenance burdens. The City's overall weighted PCI is 81.5 which is one of the above average in the County and close to the optimal industry standard PCI range of 82 to 85. Funding the Huntington Beach PMP over the next ten years will be manageable and achievable based on city management proactivity, frequent inspections, and biennial budgetary review. In the upcoming years as the City continues to build upon this study through future inspections and maintenance work history, Huntington Beach pavement data will continue to provide reliable data. This will enhance the PMP through detailed Orange County Transportation Authority (OCTA) OC Go funding analysis, City specific budgetary reporting and level of service reporting. The Huntington Beach PMP has been developed to assist City personnel by providing current data on the City's street network and to develop cost-effective maintenance strategies to maintain a desirable level of pavement performance on a network scale,while optimizing the expenditure of limited fiscal resources. The project consisted of analyzing the City's 2020 dataset for quality and usability. In doing this,we were tasked to generate an updated Capital Improvement Program report that identified recommendations and deficiencies in the current operating and maintenance efforts put forth by the City. We surveyed all designated arterial, collector (MPAH) routes this past winter to assist the City in being compliant with OCTA—OC Go April 2020 guidelines. Additionally,we updated the City's unique Pavement Management—GIS layer that will continue to assist the City in analyzing pavement conditions and other attribute information through the use of ESRI ArcMap. Bucknam Infrastructure Group reviewed the City's previous maintenance efforts and the current 2021-22 proposed street improvements for pertinent pavement information in order to generate a CIP report that identified recommendations and opportunities for improvement in the current operating and maintenance efforts put forth by the City. The result of these work efforts is this report. Additionally, with the current 1-405 expansion and its impact to the Huntington Beach Arterial network conditions,future appropriated funds will be necessary to address the accelerated deterioration that will be caused by the OCTA/1-405 detour traffic quantity/load. 01 City of Huntington Beach, CA Page 4 2022 Citywide Pavement Management Plan — OCTA Submittal Final Report—June 30, 2022 III. BACKGROUND In late 1990, voters throughout Orange County approved a %-cent sales tax for transportation improvements known as OC Go, formerly known as Measure M2. Funding for streets and roads are included within the sales tax and are distributed to locals agencies through both formula and a competitive method. In late 2006,the renewal of OC Go was approved by voters that would continue the -cent sales tax for thirty additional years, starting in 2011. The primary of goal of this report is to comply with established guidelines from OCTA to ensure that field data collection and reporting efforts performed by outside consultants or local agency staff are consistent. This is required in order that funding allocations can be reviewed and based on agency comparable pavement conditions. Specifically, our findings and recommendations provide Public Works administrators, managers and field personnel with: * PMP report consistent with OCTA OC Go guidelines * the present condition status of the pavement network (arterial, collector, residential and industrial streets), as a whole and of any grouping or individual component within the City; * a ranked list of all streets, or segments of streets, by condition within the network; * rehabilitation/maintenance needs of each street segment by year; * an optimized priority maintenance and rehabilitation program based on cost/benefit analysis and various levels of funding; * optimum annual pavement expenditure levels for pavement maintenance for the next seven (7)years; * prediction of the life-cycle performance of the City's pavement network and each individual street section;and * pavement condition data and analysis presented in GIS through ESRI ArcMap Pavement is a dynamic structure where deterioration is constantly occurring; thus the pavement management system needs to be updated on a regular basis to reflect these changes in pavement conditions, pavement maintenance histories, and maintenance strategies based upon budgetary constraints. In our approach to develop the City's forecasted maintenance recommendations we worked with Huntington Beach Public Works/Engineering staff in identifying unit costs for all maintenance practices used on an annual basis. Currently, based upon the City's maintenance practices and their associated unit costs, the total replacement value of the Huntington Beach pavement network is $979,764,500. This value clearly indicates that the City's pavement network is the most valuable and essential asset to Huntington Beach. The City's use of slurry seal,AC Overlay and remove&replace (R&R) practices are typically applied at a five year, ten year and 25 year frequency respectively. These frequencies are typical but the City may see increases in deterioration rates due to environmental, load and high average daily traffic (ADT) volumes. For example, high ADT volumes along one of Huntington Beach's arterial streets will increase deterioration rates for a previously applied AC Overlay compared to a small local street. These deterioration rates are monitored through frequent inspections and functional class deterioration analysis within the City's PMP database. M102 City of Huntington Beach, CA Page 5 2022 Citywide Pavement Management Plan - OCTA Submittal Final Report-June 30, 2022 FINDINGS AND RECOMMENDATIONS Through our assessment of historical maintenance performed within the City and through our discussions with City staff the conditional data found across the network clearly shows that the City has applied strong, preventative maintenance strategies over the past decade. Pavement management involves frequent preventative maintenance; as pavement deteriorates through heavy traffic impacts,weathering and time, preventative maintenances (such as slurry seal, stop gap, etc.) have limited benefits. More aggressive maintenance applications have to be used. Our study has shown that key overlay projects will be needed over the next seven years to maintain the network's high level of condition. Currently, the City's two major streets networks combined (Local & Arterial) hold average weighted PCI value of 81.5 ; it is our recommendation that a proactive, common sense overlay program and a continued slurry seal program be scheduled on the Local network over the next several fiscal years. This will ensure that the Local and citywide weighted PCI's will increase thus allowing for more frequent preventative maintenance in the near future. This can only happen if funding for the Local network is increased from $3.5 million per year to $6.5 million per year. We have found and recommend the following detailed items which should be reviewed and considered for a proactive approach to the future management of the PMP: ARTERIAL/COLLECTOR(MPAH) FINDINGS AND RECOMMENDATIONS The actual workload requirements identified indicate that the Arterial (MPAH)street network is currently in "good" condition. To maintain this condition, it is critical that preventive maintenance and overlay activities are funded at the levels identified on page 9 to maintain a "good" network weighted average PCI value. Our MPAH findings for conditional data and recommendations for revenue expenditures are shown below: • The MPAH network has a weighted PCI of 81.6 • The MPAH network consists of 168.7 centerline miles and 34,423,330 SF of pavement; • Currently, 38% of the MPAH network (63.5 centerline miles) qualify for slurry seal/stop gap maintenance; 15% of the Arterial network (25.5 centerline miles) qualify for rehabilitation/reconstruction maintenance; • At a minimum, MPAH maintenance projects should focus on the maintaining the current PCI above a weighted average of 81 over the next 7 years; • Develop a proactive fiscal and planned approach to identify MPAH overlay projects based on the deterioration modeling within MicroPAVER; o Maintain the MPAH revenues at an average annual level of$5,600,000/yr for the term of the CIP to generate the PCI identified on page 9; o Demonstrated budget shown on page 8 is ample to increase the MPAH weighted PCI of 81.6 to 85.0 after seven years,additionally,the citywide deferred backlog decreases from 03 City of Huntington Beach, CA Page 6 2022 Citywide Pavement Management Plan - OCTA Submittal Final Report-June 30, 2022 a level of$49.8 million to$6.8 million after seven years; and • Perform pavement inspections on the MPAH network every two years to continue the City's solid planning model within MicroPAVER to track PCI deterioration; also follows new OCTA guidelines for Measure M2. LOCAL FINDINGS AND RECOMMENDATIONS The actual workload requirements identified indicate that the Local street network is currently in "good" condition. To maintain this condition, it is critical that preventive maintenance and overlay activities are funded at the levels identified on page 9 to maintain a "good" network weighted average PCI value. Our Local network findings for conditional data and recommendations for revenue expenditures are shown below: • The Local network has a weighted PCI of 81.4; • The Local network consists of 318.0 centerline miles and 62,397,119 SF of pavement; • Currently, 29% of the Local network (91.4 centerline miles) qualifies for slurry seal/stop gap maintenance; 21% of the Local network (68.1 centerline miles) qualify for rehabilitation/reconstruction maintenance; • At a minimum, Local maintenance projects should focus on the maintaining the current PCI above a weighted average of 81 over the next 7 years; • Develop a proactive fiscal and planned approach to identify local overlay projects based on the deterioration modeling within MicroPAVER; o Continue to utilize the City's twelve (12)Zone Maintenance Schedule; ■ Apply the proper Local budget to allow for two (2) zones to be addressed per year; ■ This policy and application will generate even greater ROI in the next several years; o Increase the Local revenues to an average annual level of$6,500,000/yr for the term of the CIP to generate a higher weighted PCI by FY 2028-29; and o Demonstrated budget shown on page 8 is ample to increase the Local weighted PCI of 81.4 to 83.4 after seven years,additionally,the citywide deferred backlog decreases from a level of$49.9 million to$6.8 million after seven years; and • Perform pavement inspections on the Local network every six years to continue the City's solid planning model within MicroPAVER to track PCI deterioration; also follows new OCTA guidelines for Measure M2 • The City consideration and future action to condense their twelve (12) Local Maintenance zones to six (6)zones by] 2022-23 is showing through our PMP modeling to extremely advantageous. --U04 City of Huntington Beach, CA Page 7 2022 Citywide Pavement Management Plan — OCTA Submittal Final Report—June 30, 2022 IV. CURRENT PAVEMENT CONDITIONS (PCI) 74,PAPI 1681 _+ 7 76,4 i 73,4 1 69.7 1 642 1 6 77,2 --i877— ii 1- �i,6 6 54.2 Local i 318.0 2�397.119 814 76.5 1 771 7 62A 64A "A K1.5 Historical HB PC,[Trends (FY 2003 - 2022) 81.6 95.0 815 -91A SO-0 75.0 681 7MO.0 65.0 63.1 60.0 54.1 55.0 50.0 2003 2006 2008 2010 2012 2014 2016 2019 2020 K12022 _MPAH -Local mommoCitywide Very Goad (86-10c)) 77.6 158.6 236-2 .................................................................................................................................................................................................................................................................................................................. ........................... ......... G130cl (75-95) 50.5 71-4 122.0 .................................................... .................. ............................. j3% Fair (6G-74) 26.3 46-7 73D .................................................................................................................................................................................................................................................................................. ....................... Poor (41-59) 11.4 28.4 39A -2 ....... .............................. ........................... Very Poor (0-40) 2A 13jo 15.7 3_2% ............................................................................................ JW05 City of Huntington Beach, CA Page 8 2022 Citywide Pavement Management Plan - OCTA Submittal Final Report-June 30, 2022 V. PROJECTED PAVEMENT CONDITIONS (PCI) - Current Funding HB MPAH/Local Annual Budget Schedule LocalFiscal Year MPAH 81.5 81.6 81.4 2022-23 $5,600,000 $3,500,000 $9,100,000 81.9 82.1 81.8 2023-24 $5,600,000 $7,000,000 $12,600,000 83.6 83.9 83.4 2024-25 $5,600,000 $7,000,000 $12,600,000 84.6 84.6 84.5 2025-26 $5,600,000 $7,000,000 $12,600,000 85.5 85.6 85.5 2026-27 $5,600.000 $7,000,000 $12,600,000 85.6 85.8 85.6 2027-28 $5,600,000 $7,000,000 $12,60D.000 85.0 85.8 84.7 2028-29 $5,600,000 $7,000,000 $12,600,000 83.9 85.0 83.4 MEMO= Projected PCI Based on Current Funding(FY 2022-2029) 87.0 $1.2,f1f)0,0f10 95.7 86.0 85.5 85.0 85.0 $10,0D0,000 845 $8,0D0,000 83.9 84.0 5 83.0 $6�,OOD,000 815 81.9 32.0 $4,OD0,000 81.0 $2,000,0D0 80.0 $0 79.0 , 2022-23 2023-24 2024-25 2025-26 2f)26-27 2027-28 2028-29 Total$ -,f-Entire Network --J06 City of Huntington Beach, CA Page 9 2022 Citywide Pavement Management Plan - OCTA Submittal Final Report-June 30, 2022 VI. ALTERNATIVE FUNDING LEVELS Maintain Existing Average Network PCI ri"Year Maintain PCI funding Entire Network • t Local Today 81.5 81.6 81.4 2022-23 $7,612,700 81.4 82.0 80.8 2023-24 $7,508500 81.5 82.3 81.0 2024-25 $7,478,000 81.6 83.1 81.1 2025-26 $7,493,800 82.4 83.3 81.7 2026-27 $7,443,200 82.4 83.3 81.7 2027-29 $7,515,000 81.9 82.7 81.6 2028-29 $7,605,800 813 82.0 91.5 r r Improve Average Network PCI �rspal Year lncrease PCI Funding Entire Network MPAH Local Today "` 81.5 81.6 81.4 2022-23 $9,100,000 81.9 82.1 81.8 2023-24 $12,600,000 83.5 83.7 83.4 2024-25 $12,600,000 84.5 84.4 84.5 2025-26 $12,600,000 85.5 85.4 85.5 2026-27 $12,600,000 85.7 85.9 85.6 2027-28 $12,600,000 85.0 85.9 84.7 2028-29 $12,600,ODD 83.9 85.0 83.4 *City's Actual Funding budget satifies the increase PCI Budget(PCI results are then identical) VI I. CURRENT AND PROJECTED BACKLOG BY YEAR OF PAVEMENT MAINTENANCE NEEDS Plan Year Actual Funding B"og Maintain PCI Baddog increase PCI Baddog Current $49,815,200 $49,815,200 $49,815,200 2022-23 $43,859,200 $43,041,100 $43,859,200 2023-24 $37,570,300 $40,768,900 $37,570,300 2024-25 $29,563,400 $37,819,400 $29563,400 2025-26 $20,858,900 $34,462,500 $20,858,900 2026-27 $11,748,500 $37.096,100 $11,748,500 2027-28 $6,982,500 $35,445,400 $6,982,500 2028-29 $6,817,500 $41,298,700 $6,817,500 City's Actual Funding budget satifies the increase PCI Budget(Backlog results are then identical) --m 07 City of Huntington Beach, CA Page 10 2022 Citywide Pavement Management Plan - OCTA Submittal Final Report-June 30, 2022 DEFERRED MAINTENANCE Delaying repairs on streets where pavement conditions indicate a need generates deferred maintenance or "backlog". Deferred maintenance is work that is postponed to a future budget cycle, or until funds are available. As maintenance is deferred, the opportunity to apply preventive, life extending pavement treatments is forfeited and the ultimate cost of rehabilitation multiplies (i.e. slurry seal costs to overlay costs). By using the City's pavement maintenance applications and their associated unit costs, when a budgetary model is exercised within the PMP software the amount of deferred maintenance is calculated. Based upon the available budget applied to the model, deferred maintenance will increase or decrease. As maintenance is deferred, the opportunity to apply life extending preventive pavement applications is lost and the ultimate cost of rehabilitation multiples. VIII. CENTERLINE MILEAGE MPAH 816 168.7 34,423,330 :._ _.... _..... ..._._.. _...... _.....,_._.._....._ Local 81.4 318.0 �62,397,119 96,820,449 IX. PERCENTAGE OF NETWORK IN EACH OF FIVE CONDITION CATEGORIES BASED ON CENTERLINE MILES Percent Area of Total 1 Percent Centerfine Mi. Centerfin a Mileage of condition ' Pa Range j Network Pavement €Area of Pavement{SF} of Network Network i MPAH 161% 15,594,548 15.9% { 77.6 (86-100) Local 32.2% 31,165,582 32.6% 158.6 F Good {75-85} MPAH 11.1% 10,774.635 10.4% 1 50.5 i Local 14.5% 14,080,023 14.7% 71.4 Fah {60-74} i MPAH 5.3% 5,164,008 5.4% 26.3 w_ Local 9.4% 9,142,423 9.6% 46.7 MPAH 2.4% 2,344,528 2.3% 11.4 Poor (42-59) _ Local 5.7% 5,558,600 5.8% 28.4 MPAH 0.6% 545,611 Q.6% 2.8 (0 40) Local 2.5% 2,450,491 2.7% 130 -------------- 08 City of Huntington Beach, CA Page 11 2022 Citywide Pavement Management Plan - OCTA Submittal Final Report-June 30, 2022 X. REDUCTION IN M2 LOCAL MATCH A local agency match reduction of 10% of the eligible cost for projects submitted for consideration of funding through the M2 Comprehensive Transportation Funding Programs (CTFP) call for projects is available if the local agency either: a. Shows measurable improvement of paved road conditions during the previous reporting period defined as an overall weighted (by area) average system improvement of one Pavement Condition Index (PCI) point with no reduction in the overall weighted (by area) average PCI in the Master Plan of Arterial Highways (MPAH) or local categories: or b. Have road pavement conditions during the previous reporting period,within the highest 20% of the scale for road pavement conditions in conformance with OCTA Ordinance No. 3, defined as a PCI of 75 or higher, otherwise defined as in "good condition". Road conditions found through our 2022 PMP management study shows that the City is eligible for Local Match Reduction based on the current network weighted PCI of 81.5. Additionally,the City of Huntington Beach has demonstrated with the enclosed budget projection (page 8) that the City's weighted average PCI (by area) remains above a PCI of 75 after the seven year program. W099 City of Huntington Beach, CA Page 12 2022 Citywide Pavement Management Plan - OCTA Submittal Final Report-June 30, 2022 XI. APPENDIX A - SEVEN YEAR ROAD MAINTENANCE AND REHABILITATION PLAN BASED ON CURRENT OR EXPECTED FUNDING LEVEL 10 City of Huntington Beach, CA Page 13 2022 Citywide Pavement Management Plan -OCTA Submittal Final Report-June 30, 2022 XII. APPENDIX B - COMPLETE STREET LISTING CURRENT CONDITIONS MR,- 1 City of Huntington Beach, CA Page 14 2022 Citywide Pavement Management Plan — OCTA Submittal Final Report—June 30, 2022 XIII. APPENDIX C— GIS DIGITAL DATA Introduction The OCTA GIS Section maintains a spatial inventory of transportation infrastructure which mostly consists of major arterial streets, roads, and highways.A key component of road information is pavement condition. Maintaining an inventory of pavement condition will enhance OCTA's GIS visualization and analysis capabilities and assist in understanding the transportation investment needs throughout the region.Therefore,a GIS dataset in digital format should be included in this report. Structure of GIS Data The GIS dataset must consist of linear geographic features that represent road/street segments.All segments that are part of the report should be included in the GIS dataset. The attribute information of each segment should generally follow the format of the Complete Listing of Current Street Conditions in Appendix B above. The GIS data requirements are discussed below. Most commercial and open-source GIS software provide industry- standard tools to manage GIS data to meet these requirements. GIS Digital Data Format The GIS data must be submitted in either one of the following formats: • Esri Shapefile,or • Esri File Geodatabase Metadata The GIS data are required to have associated metadata.The minimum metadata items required are: • Title of Dataset • Tags (A set of words that can be used by GIS to search for the resource. For example: "pavement", "transportation", "roads") • Summary(A brief purpose statement of the dataset) • Description(A brief narrative of the dataset's content) • Credits(A recognition of those who created or contributed to the resource) Spatial Geometry Type The spatial geometry of the segment features must be lines that represent the roadway centerline as accurately as possible. Projection The GIS data must have spatial reference information and have its coordinate system identified and embedded in or associated with the data file(s). All GIS data submitted to OCTA should be in the following projected coordinate system: 12 City of Huntington Beach, CA Page 15 2022 Citywide Pavement Management Plan - OCTA Submittal Final Report-June 30, 2022 • NAD 1983 State Plane California VI FIPS O406(US Feet)-More information about this system can be found at: https://spatialreference.org/ref/epsg/nad83-california-zone-6-ftus/ GIS Feature Attributes The required segment attributes are: • Street name • Unique segment identifier(Segment ID from original source if available) • Name of intersecting road at the beginning of a segment • Name of intersecting road at the end of the segment • Current pavement condition index(PCI) • Current PCI inspection date • Length of road segment in feet • Width of road segment in feet • Paved area of road segment in square feet or square yards • Projected PCI at end of Seven-Year Road Maintenance and Rehabilitation Plan Additional attributes such as number of through travel lanes,direction of travel and pavement surface type may be provided. An example of a GIS attribute table for road segments is shown below (Note that there are additional attributes such as surface,functional class,and number of travel lanes). 13 City of Huntington Beach, CA Page 16 2022 Citywide Pavement Management Plan - OCTA Submittal Final Report-June 30, 2022 XIV. APPENDIX D - QUALITY ASSURANCE / QUALITY CONTROL PLAN Introduction When performing data collection in any field, the need for quality control is paramount as it is essential for accurate planning, analysis and design. This is particularly true for collecting pavement distress data for a pavement management program. The Quality Assurance / Quality Control (QA/QC) Plan establishes minimum quality standards for performance and procedures for update of the pavement management program. Objectives This document constitutes a formal QA/QC Plan for the City of Huntington Beach. It was prepared on March, 2018 and last revised in March, 2018. Specifically, it is intended for the 2022 Pavement Management Plan Update. The focus is on the collection of network-level pavement distress data (defined by National Cooperative Highway Research Program (NCHRP) Synthesis 401 Quality Management of Pavement Data Collection, as "Network-level data collection involves collection of large quantities of pavement condition data, which is often converted to individual condition indices or aggregated into composite condition indices". This document also addresses the QA/QC plan requirements of the Orange County Transportation Authority (OCTA)'s "Countywide Pavement Management Plan Guidelines" (Section 2.4), adopted in May 2010. Structure of QA/QC Plan The following components are addressed in this QA/QC Plan: • Condition survey procedures used; • Accuracy required for data collection; • Inspector qualifications and experience; and • Safety. 14 City of Huntington Beach, CA Page 17 2022 Citywide Pavement Management Plan — OCTA Submittal Final Report—June 30, 2022 Condition Survey Procedures The governing document in performing condition surveys for the City of Huntington Beach is ASTM D6433- 18 "Standard Practice for Roads and Parking Lots Pavement Condition Index(PCI)Surveys." Both asphalt concrete(AC)and Portland cement concrete(PCC) pavements are included in this protocol. The following distresses are collected for each pavement type: a # MET! r s 1.Alligator(fatigue)cracking 1.Blow-up/Buckling _._.,. ... .-.,_.._. _......,_....._._._.............._._.___......._.__....._.,._,......,..__�._._..,,.._.__,...,._�,.._ .�._. ,, .. w ,,... ......_. 2.Bleeding 2.Corner Breaks 3.Block Cracking 3.Divided Slab_ ........,....................................._....»...._._....._,.._„___.. ..__._...,,,........................ .....;. n rr........___........,..................................._............�...,,.. 4.Bumps and sags 4.Durability( D )Cracking _............... __...._......._._._. _... _ . ,._.__............---------........_......M......_.........._,.........._....__....._.....__.... _,. 5.Corrugation 5 Faulting 6.Depression 6.Joint Seal damage _ ....__.... ._.m... ........... �.._. _.. ...... ..... ._._..... ....,, _ . _...�...._.._ .............,.,......_ .......m ........... _.................-_. 7.Edge Cracking :7. Lane/Shoulder Drop-off 8.Joint Reflection Cracking -,..,._,_ .............s8.LinearCrackine 9.Lane/Shoulder Drop-off m.,....,,,_ 19. Patching(large)and Utility Cuts _. .........._...._, 10.Longitudinal&Transverse Cracking .10 Patching(small)m 11.Patching and Utility Cut Patching 11.Polished Aggregate .__ ...,, ._...,,__ ., .._ _...,,_......, ....._.............__...........,..........._.....,._.... �._...__.._�.�....,�..._._.,..... .._..,.............,.,,.................... 12. Polished aggregate 112.Popouts 13. Potholes €13.Pumping 1 r 14.Railroad Crossing '14. Punchout _..... ......... ........ .........�.._.. ...__....,.._...._,__,.._..._. ..._..,_. ....._., .,._._. _ ,....__......._,..__..,..._,_........,__.,.....,., _ ,,....._.._.. 15. Rutting 15.Railroad Crossing _,......._._.__.._._._......a..._._,,...._...._,._ __,.... __...,w... _....__-..,. 16. _.,....S_.h....o....v..._i.n.. _.._.....,._.. =16.Scaling,map cracking and cra,._zing ............. ..,....... _ . ,.,. 17.Slippage Cracking W.Shrinkage Cracks ._......_....._..._._..._................_...._. 18 Swell 118 Spalling(corner) 19 Weathering _...._-...._... ..,, _,,._. 119-SpaNing(point) 20. Raveling ' As required by the Orange County Transportation Authority (OCTA), the City of Huntington Beach must prepare and implement a quality assurance / quality control (QA/QC) plan regarding pavement management inspection as they pertain to MicroPAVER. For the purposes of this report, Bucknam has demonstrated below how our project team implemented QA/QC procedures during the project. Our QA/QC plan focuses on the how each pavement inspection is performed,what distresses are collected and ensures that it complies with the OCTA guidelines defined within the "Countywide Pavement Management Plan Guidelines (CPMPG)". As shown within the OCTA (CPMPG), our staff followed and delivered on the requirements stated within Chapter 2, page 2-5 which require specific QA/QC data (Items A through G). Additionally, Chapter 3 requires numerous data/deliverables from local agencies for OC Go eligibility. All general PCI budgetary report submittals will follow the Chapter 3 guidelines. In conjunction with the outlined items within the CPMPG Section 2 we have summarized our QA/QC procedures below: 15 City of Huntington Beach, CA Page 18 2022 Citywide Pavement Management Plan - OCTA Submittal Final Report-June 30, 2022 a. Descriptions of condition survey - Our staff follows the required Condition Survey Protocols (CPMPG, Chapter 2); our staff assesses each pavement section for the minimum distresses outlined within Chapter 2, page 2-1. Additionally, based on the pavement conditions found, we collect all Micro PAVE R/StreetSaver Army Corps of Engineers(ACOE)distresses,if found within the sample sections;for example, if slippage cracking, potholes, etc. are found our survey technicians record the proper information. b. How data was collected - Our surveys follow the OCTA accepted walking requirements. All sections that our staff surveys are performed through the walking method, approximately 10%of all sections surveyed were complemented with windshield surveys based on unique conditions found. Our staff physically measures the width of every section as well as measure for any square footage adjustment that need to be added or taken away from a sections"true area" (i.e. cul-de- sac, bus pads, street width variances,etc.). Samples taken always include a minimum of 2,500 SF coverage unless specific section limits prohibit this. Arterial section samples utilize a 3,500 SF sample size due to the larger section area (this is within the ASTM D6433-18 sample size calculation. Field crews typically include one individual for residential pavement sections while Arterial (MPAH) routes utilize a two-person crew for safety, traffic control and increases quality control. c. Accuracy required for data collection-We use a statistical sampling approach for measuring the quality of our field technician's work. In this manner, 10 percent of the original surveys are re- surveyed by a different survey crew than the original, supervised by a field supervisor, and the results are compared to the original surveys. Our QC process involves checking the field crews' work in a "blind study" fashion. Quality control checks are performed at the end of each survey week. This ensures that all field personnel are properly collecting section samples, distress types and distress severities for all street segments. When QA/QC issues are found, our staff documents the issues within MicroPAVER's user interface. If distress types found are not within the 97%accuracy our QA/QC is expanded beyond our minimum 10%resurvey to 20%of the original survey d. Random and Systematic Re-Inspections—As described above our staff re-inspects,as a minimum, 10% of the original survey (OCTA only requires 5%). Per the agencies requests, our staff will submit PCI reports to the agency as project status reports for their review. Agencies will typically review specific pavement sections for PCI accuracy based on recent overlay or slurry seal maintenance;this serves as an initial accuracy check on our surveys(outside Bucknam QC efforts). Additionally, our staff performs "ride-a-long" surveys with local agency staff to build consensus on how our MicroPAVER/StreetSaver ACOE surveys are performed, recorded and reported on. Random re-inspections will include a representative selection across the following categories: • Functional classed (i.e. MPAH, locals); • Surface types (e.g. AC or PCC); • Pavement conditions (e.g.good, fair, poor); • Inspectors; • Geographical areas, if applicable. 16 City of Huntington Beach, CA Page 19 2022 Citywide Pavement Management Plan - OCTA Submittal Final Report-June 30, 2022 For systematic re-inspections,this could be due to noticed trends such as specific treatment types (e.g. open-graded mixed), a specific inspector or geographical area. In these cases Bucknam continues to utilize a 10% re-inspection policy. e. PCI Comparison with Past Surveys- if previous inspection data is available, new PCI's calculated through the most recent inspections will be compared to previous PCI's. If the variance in PCI is greater than +/- 10 PCI points, these sections will be flagged for further investigation and/or re- inspection (In the cases that a PCI increases or decreases by 10 points follows the established CPMPG guidelines; Appendix A, page A-18). f. Schedule of data submittal—Pending on the City's last major PMP submittal, Bucknam will assist the agency in submitting the following: Master Plan of Arterial Highways(MPAH) routes will be surveyed and reported on at least once every two years Local streets will be surveyed and reported on every six years ❖ Corresponding MPAH and local PCI reporting and budgetary reporting will be submitted every two years g. Experience of Inspectors— Bucknam staff have been trained on the use of MicroPAVER and the ACOE MicroPAVER segment calibration and inspection practices. Mr. Peter Bucknam (Project Manager) and Mr. Shaun Russo (Lead Field Tech) have completed the MicroPAVER Certification of Professional Development courses. All Bucknam field technicians are trained using the ACOE survey methodologies and have passed OCTA's prequalification testing. Bucknam Infrastructure Group inspectors have attended formal training on pavement condition distress surveys. This training was conducted prior to performing any work using the ASTM D6433-18 protocols, consistent with OCTA's requirements. 1 Inspector Name Date of ASTM D6433-19 Training Training Conducted by Shaun Russo 3/1/2019 OCTA AaronCo_hodas 2/15/2020 _ _ OCTA _ Josh Logsdon 2/15/2020 __ �OCTA W Cade Bucknam 2/15/2020 OCTA h. Field data collection safety procedures— Bucknam field survey techniques utilize the following procedures: a. All vehicles are properly marked or flagged with appropriate sign markings indicating that a "PAVEMENT SURVEY IS IN PROGRESS" b. All vehicles have the proper flashing amber light beacons placed on the top of the vehicle to allow for proper visibility and line-of-site warning c. Large MPAH routes are surveyed using two field technicians to increase traffic control warning and safety d. While parking or stopping along the survey route, vehicles legally park within the right- of-way or use a parking lot e. All field technicians wear ANSI—105 Class II safety vests 17 City of Huntington Beach, CA Page 20 2022 Citywide Pavement Management Plan - OCTA Submittal Final Report-June 30, 2022 XV. APPENDIX E - PAVEMENT MANAGEMENT DATA FILES The City of Huntington Beach MicroPAVER database (.e70 file) has been enclosed for City and OCTA use. This data and the associated reporting data includes: • Street names and limits for the City's public streets • Street identifiers (Branch ID, Section ID) • Direction • Begin and end of section • Length,width and true areas • Functional Classification (MPAH, Local) • Number of travel lanes • Pavement Condition Index(PCI) and date of inspection • Type of recommended treatment • Cost of recommended treatment 18 City of Huntington Beach, CA Page 21 2022 Citywide Pavement Management Plan - OCTA Submittal Final Report-June 30, 2022 XVI. APPENDIX F - GIS MAPS f CURRENT PCE Ranges 86-100(very Goody 75-85(Good) (Z 60-74(Fair) 41 -59(Boor) 0-40(Very Poor) I T s I 6' r f-L - 3 � 4 J it rr - — _ 7 O _u Miles 0 0.6 1 2 City of Huntington Beach, CA Current Conditions 2022 ' BUCKNAM 19