transit paratransit coordinating committee meetng agenda · 5/19/2020 · by 12:00 noon on may 19...

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Transit Paratransit Coordinating Committee

MEETNG AGENDA

PLEASE NOTE: The SCTA/RCPA Business Office is closed, and this meeting will be conducted entirely by teleconference pursuant to the provisions of the Governor’s Executive Orders N-29-20 and N-35-20, suspending certain requirements of the Ralph M. Brown Act. TPCC Members will be calling or video-conferencing into the TPCC Meeting via Zoom. Members of the public who wish to listen to the meeting may do so via the following conference line or Zoom platform:

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Instructions for Public Comment: Please submit any comments in writing to Drew Nichols at [email protected] by 12:00 noon on May 19 (please identify the agenda item related to your comment and indicate whether your comment should be read aloud or only submitted for the record).

May 19, 2020 – 1:30 p.m. Sonoma County Transportation Authority

Meeting to be held remotely via Zoom. Information provided above.

ITEM

1. Introductions

2. Administrative Items

2.1. Approval of Meeting Notes: January 21, 2020 – DISCUSSION / ACTION*

2.2. Recommendation for TPCC member Appointments – ACTION*

2.3. Appointment of TPCC representative to SCTA Citizens Advisory Committee – ACTION*

3. FY 2020-2021 Coordinated Claim for Transit Funding - ACTION*

4. Sales Tax Measure Reauthorization – Discussion*

5. Roundtable Updates - Discussion

5.1. Transit / Paratransit Operators

5.2. Mobility Partners

6. Public Comment

7. Items for Next Agenda – Discussion

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8. Other Business / Comments / Announcements

9. Adjourn*Materials attached.

The next SCTA/RCPA meeting will be held June 8, 2020 The next TPCC meeting will be held July 21, 2020

Copies of the full Agenda Packet are available at www.scta.ca.gov.

ACCOMMODATION FOR PERSONS LIVING WITH A DISABILITY: If you have a disability that requires the agenda materials to be in an alternate format or that requires an interpreter or other person to assist you while attending this meeting, please contact SCTA at least 72 hours prior to the meeting to ensure arrangements for accommodation.

SB 343 DOCUMENTS RELATED TO OPEN SESSION AGENDAS: Materials related to an item on this agenda submitted to the Transit Paratransit Coordinating Committee after distribution of the agenda packet are available for public inspection in the Sonoma County Transportation Authority office at 411 King Street, during normal business hours.

Pagers, cellular telephones and all other communication devices should be turned off during the committee meeting to avoid electrical interference with the sound recording system.

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TRANSIT PARATRANSIT COORDINATING COMMITTEE MEETING NOTES

Meeting Notes of January 21, 2020

ITEM

1. Introductions

Meeting called to order at 1:31 p.m. by Vice Chair Stan Gow.

Committee Members: Dennis Battenberg, via phone, Chair; Stan Gow, Vice Chair; Bob Cuneo; Diane Deutsch; April Pearson, Sonoma County Transit; Tim Webster, Earle Baum Center for the Blind; Lake Kowell, Disability Services and Legal Center; Steven Schmitz, Sonoma County Transit; Jon Gaffney, Golden Gate Transit; Mohammed Ali, MV Transportation/Santa Rosa CityBus; Silvia Martinez-Palacios, Petaluma Transit; Kathleen Cortez, Area Agency on Aging.

Guests: Steve Birdlebough, Sonoma County Transportation and Land Use Coalition; Bettina O’Brien.

Staff: Dana Turrey; Drew Nichols; Kiara Ryan.

2. Approval of Meeting Notes: November 19, 2019 - DISCUSSION / ACTION*

Approved as submitted.

3. Administrative items

3.1. Officer Elections for 2020 – Discussion/Action

Dana Turrey announced that on the first meeting of each calendar year, the committee is asked to elect a Chair and Vice Chair.

The current Chair is Dennis Battenberg and the Vice Chair is Stan Gow.

A nomination from Bob Cuneo was presented at the last meeting, nominating Dennis Battenberg for Chair and Stan Gow for Vice Chair.

Ms. Turrey opened for additional nominations.

The committee unanimously approved the nomination for Dennis Battenberg as Chair and Stan Gow as Vice Chair.

3.2. SCTA/RCPA Meeting Schedule for 2020

This is included for the committee’s interest on the meeting dates for all of SCTA and RCPA’s advisory committee and Board of Director’s meetings.

3.3. TPCC By-Laws

Dana Turrey commented on the adopted changes from 2017 and offered the opportunity for input on additional changes if needed.

3.4. TPCC Current Members

Dana Turrey provided the current membership roster to the committee. Staff is seeking corrections to names and agencies and/or additions to the membership.

This is a public meeting open to everyone, however voting is only permitted to the committee members.

4. Round Table Updates

4.1. Transit / Paratransit Operators

Sonoma County Transit

Steven Schmitz spoke on new paratransit vehicles that will be replacing existing vehicles.

The passenger portal is now functioning.

April Pearson added the delegate’s module starts the next day. This provides the opportunity for a

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facility, for example, to have an account and book 12 to 15 people at a time through a single person.

Petaluma Transit

Silvia Martinez-Palacios updated the committee on a central transfer point recently established for passengers to transfer between Petaluma Transit, Whistlestop, and Golden Gate Paratransit. This location is at the public library, as this is a more suitable location for the vehicles and comfort for riders if they need wait for the next ride.

Golden Gate Transit

Jon Gaffney spoke on vehicle replacement efforts.

Mr. Gaffney also noted Route 31 (Larkspur Connector) has been cancelled since the SMART Larkspur station has opened.

Mr. Gaffney also announced the Sail-and-Rail pass option available for passengers during the week on off-commute hours.

Santa Rosa CityBus

Mohammed Ali spoke on the replacement of busses, noting that there will no additions to fleet.

Mr. Ali further spoke on the changes related to ticketing. The City of Santa Rosa is wishing to reduce the amount of paper tickets and transition to an automated system that will track an individual’s balance.

4.2. Mobility Partner Reports

Lake Kowell announced a travel training trip to San Francisco via SMART/Ferry now that the Larkspur station has opened.

The committee spoke on the time it takes to connect between the SMART station and the Ferry Terminal.

Kathleen Cortez commented on the sidewalk, and lack of a crosswalk, issue at the Airport SMART station.

Steven Schmitz noted that Sonoma County Transportation and Public Works is working to address this issue.

Ms. Cortez further announced the transportation studies conducted by the Area Agency on Aging. Outreach and focus groups are being held and three have been completed to date: Santa Rosa, Cloverdale, Coastal/ Timber Cove/Sea Ranch.

Further planned meetings will be held in Petaluma, Sonoma (city), Rohnert Park, and in the Russian River area.

Ms. Cortez further announced the California Master Plan on Aging.

5. Public Comment

Bettina O’Brien expressed hope for more federal money for frequent and sustainable public transit.

6. Items for next agenda

Please contact Dana Turrey should there be any items of interest to be added to the March 17, 2020 agenda.

7. Other Business / Comments / Announcements

The committee discussed transportation challenges during major evacuations and natural disasters.

8. Adjourn – ACTION

The committee adjourned at 2:21 p.m.

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411 King Street, Santa Rosa, CA 95404 | 707.565.5373 | scta.ca.gov | rcpa.ca.gov

Staff Report

Issue

Shall the TPCC appoint Scotty King, Transportation Coordinator, Sebastopol Senior Center, as a new member of the Committee to fill the vacant position of Local Social Service Provider of Transportation for Seniors?

Shall the TPCC appoint Lauren Garibaldi, iRide Coordinator, Petaluma People Services Center, as a new member of the Committee to fill the vacant position of Local Social Service Provider for Persons of Limited Means?

Recommendation

Staff recommends that the Committee consider appointing Scotty King to the TPCC to fill the vacant position of Local Social Service Provider of Transportation for Seniors.

Staff recommends that the Committee consider appointing Lauren Garibaldi to the TPCC to fill the vacant position of Local Social Service Provider for Persons of Limited Means.

Background

TPCC members broadly represent social service and transit providers representing the elderly, persons with disabilities, and persons of limited means. Members also include public representatives who are users of these services, specifically; one transit paratransit user of limited means, one potential transit user who is disabled, one potential transit user 60 or older, and one representative of Hispanic/Latino community. Appointments to the Committee will be made by the SCTA based on recommendations made by the Committee, and where appropriate by city councils and the Board of Supervisors. Members of the Committee have three (3) year terms and memberships may be automatically renewed.

Financial Implications

Is there a fiscal impact? Yes ☐ No ☒

Is there funding in the current budget? Yes ☐ No ☐

To: Transit Paratransit Coordinating Committee From: Dana Turrey, Senior Transportation Planner

Meeting Date: 5/19/20 Item Number: 2.2

Subject: Recommendation for Committee Member Appointments

Consent Item: ☐ Regular Item: ☐ Action Item: ☒ Report: ☐

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Current Membership

TPCC membership currently includes the following individuals and organization representatives:

Dennis Battenberg, Public Stan Gow, Public Bob Cuneo, Public Tim Webster, Earle Baum Center of the Blind Tyler Hewitt, Becoming Independent Kathleen Cortez, Area Agency on Aging Lake Kowell, Disability Services & Legal Center Jodi Curtis/Steven Schmitz, Sonoma County Transit April Pearson, Volunteer Wheels Yuri Koslen/Rachel Ede, Santa Rosa CityBus Peter Edwards, MV Transportation Silvia Martinez-Palacios/Emily Betts, Petaluma Transit Mohamed Ali, MV Transportation Jon Gaffney, Golden Gate Transit Guy Eggar/Erick Villalobos, Whistlestop Joanne Parker, Sonoma Marin Area Rail Transit (SMART)

Vacancies and Opportunities for New Members

Vacancies on the TPCC currently include the following categories:

Representative of Hispanic/Latino Community, Public Local Social Service Provider for Seniors - Transportation Provider Local Social Service Provider for Persons of Limited Means

Alternates may be appointed in any of the categories.

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Staff Report

Issue

Whom shall the TPCC recommend to represent the Committee on the SCTA Citizens Advisory Committee (CAC)?

Recommendation

Staff requests that the Committee make a recommendation for a TPCC member to represent the TPCC on the CAC.

Background

The Citizens Advisory Committee (CAC) is composed of 15 members from community groups and 5 members from the public at large. TPCC representation is one of the member seats on the CAC. The primary function of the CAC is to review projects, policy statements, funding programs, and any other items that may be acted on by the SCTA and to provide input and recommendations for the SCTA’s decision-making process. The CAC also serves as the independent oversight committee for Measure M. The Chair of the CAC is Dennis Harter, representing the Sonoma County Alliance.


Is there a fiscal impact? Yes ☐ No ☒

Is there funding in the current budget? Yes ☐ No ☐



Subject: Recommendation for SCTA Citizens Advisory Committee Representative from Transit Paratransit Coordinating Committee

Consent Item: ☐ Regular Item: ☐ Action Item: ☒ Report: ☐

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Staff Report

Issue

Shall the TPCC recommend SCTA adoption of the Coordinated Claim for Fiscal Year 2020-2021 (FY 20/21) state and local transit funding?

Recommendation

Staff requests that the TPCC review the attached FY 20/21 Coordinated Claim and make a recommendation to the SCTA.

Advisory Committee Recommendation

The Transit Technical Advisory Committee will make a recommendation on this item prior to the TPCC meeting.

Executive Summary

Each year SCTA develops and adopts a Coordinated Claim for Transportation Development Act (TDA), State Transit Assistance (STA), and Measure M funds. These funds are the primary source of operating revenue for all of Sonoma County’s transit operators. The Coordinated Claim documents inter-jurisdictional funding agreements for transit services in Sonoma County as they relate to the distribution of these fund sources.

Funding in the Coordinated Claim is calculated based on the latest fund estimates prepared by the Metropolitan Transportation Commission (MTC) and the County Auditor’s office, and on previously established agreements for allocating funding among the transit operators.


Is there a fiscal impact? Yes ☒ No ☐

Is there funding in the current budget? Yes ☒ No ☐

The funding source(s) to be used are: Transportation Development Act (TDA), State Transit Assistance (STA), and Measure M



Subject: Coordinated Claim for Transit Funding for FY 2020/2021

Consent Item: ☐ Regular Item: ☒ Action Item: ☒ Report: ☐

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Background

The revenue streams from TDA, STA, and Measure M sources are affected by changes in the economy, as well as changes in legislation and programs; thus, operators must be prepared for some instability in funding. While the fund estimates used to develop the Coordinated Claim are subject to fluctuation over the course of the fiscal year, the Coordinated Claim serves as the basis from which transit operators base their annual TDA and STA funding requests to MTC. Transit operators generally make their annual claims to MTC in May and June, so that funding is received prior to the start of the new fiscal year.

TDA

TDA revenues are derived from sales tax receipts (0.25% of the state sales tax).

In the Coordinated Claim, TDA funds as first divided among the jurisdictions by population. In general, most jurisdictions provide TDA funding to Sonoma County Transit for a variety of contract transit services. A complete listing of all contracted services are documented in the Coordinated Claim.

Based on a contribution formula established in FY 96/97, all Sonoma County entities contribute to Golden Gate Transit (GGT). Collectively, as required by MTC resolution 2858, these contributions provide an amount equal to 25% of Sonoma County’s fiscal year TDA funds.

In order to fund complementary paratransit services required by the Americans with Disabilities Act (ADA) of 1990, each entity that contracts with Sonoma County Transit contributes an additional 20% of their fixed-route contributions to support ADA required paratransit services. Currently, Sonoma County Transit contracts with Volunteer Wheels to provide its ADA paratransit service. Petaluma Transit and Santa Rosa CityBus currently contract with MV Transportation to provide paratransit services within their respective service areas.

TDA funds can also be used for non-transit purposes if MTC makes a finding that “all transit needs which are reasonable to meet are being met” in those jurisdictions claiming funds for other purposes. In 2001, SCTA recognized the increased need for paratransit services and continuing unmet transit needs, and determined that use of TDA funds for non-transit purposes be phased out by 2002 (Resolution 2001-008).

STA

STA funds are derived from a portion of sales tax revenues collected from the sale of vehicle fuels, and are allocated from two subcategories:

i) Population-Based Funds are distributed through a County Block Grant for local transit.

ii) Revenue-Based Funds are allocated to operators eligible for TDA Article 4: Sonoma County Transit, Santa Rosa CityBus, Petaluma Transit, Golden Gate Transit, and SMART.

In FY 18/19, under the new Metropolitan Transportation Commission (MTC) policy framework, SCTA became responsible for coordinating the development of an STA Population-Based distribution program to STA-eligible operators in Sonoma County through a County Block Grant. This new policy framework coincided with the augmentation of the STA program through Senate Bill 1 (SB-1), the Road Repair and Accountability Act of 2017, which increased the diesel sales tax.

In FY 19/20, the SCTA adopted the following framework for distribution of the STA population-based funding for a period of five years:

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1) An off the top portion of the funding is distributed to SMART based on their combined share of transit ridership and revenue hours (hours of operation), weighting each factor at 50%. In the proposed FY 20/21 Coordinated Claim, this portion makes up 10.53% of the total STA population-based funds.

2) Eighty percent of the funding is distributed among Petaluma Transit, Santa Rosa CityBus, and Sonoma County Transit based on their share of countywide population.

3) The remaining amount is distributed among Petaluma Transit, Santa Rosa CityBus, and Sonoma County Transit based on their combined share of local bus transit ridership and hours of operation (revenue hours), weighting each factor at 50%. In the proposed FY 20/21 Coordinated Claim, this portion makes up 9.47% of the total STA population-based funds.

Measure M

Measure M revenues are also derived from sales tax receipts (0.25% of Sonoma County sales tax) with bus transit receiving 10% of the incoming revenue. Measure M is administered by SCTA. Measure M funds are generally used by local operators to support fixed-route and paratransit operations.

Measure M funds for local bus transit are divided among Sonoma County Transit, Santa Rosa CityBus, and Petaluma Transit based on population.

Supporting Documents

Proposed FY 2020/2021 Coordinated Claims for Transit in Sonoma County

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Sonoma County Coordinated Claim FY 2019-20 Summary

Sonoma County

TDA Coordinated ClaimFiscal Year 2020-21Updated: 03-02-2020

FY 2020-21 TDA / STA / Measure M - Fund Summary 1.6

Forecasted Revenue: $26,300,000 100.00% $6,053,193 $3,945,000 100.00% $36,298,193 100.00%

MTC Contributions: 920,500 3.50% ---- ----- 920,500 2.54%County Administration (Auditor) 45,000 0.17% ---- ----- 45,000 0.12%Article 3 - Bicycle & Pedestrian Projects 506,690 1.93% ---- ----- 506,690 1.40%

FY 2020-21 Funds to Transit Operators $24,827,810 94.40% $6,053,193 100.00% $3,945,000 100.00% $34,826,003 95.94%

Petaluma Transit 1,913,783 7.71% 677,612 11.19% 326,978 8.29% 2,918,373 8.38%Santa Rosa CityBus 6,684,360 26.92% 2,048,889 33.85% 922,542 23.39% 9,655,792 27.73%Sonoma County Transit 10,062,207 40.53% 2,829,278 46.74% 1,380,480 34.99% 14,271,966 40.98%Golden Gate Transit 6,167,460 24.84% ----- ---- ---- ---- 6,167,460 17.71%SMART ---- ---- 497,413 8.22% 1,315,000 33.33% 1,812,413 5.20%

Totals by Funding Source $24,827,810 100.00% $6,053,193 100.00% $3,945,000 100.00% $34,826,003 100.00%% by Funding Source 71.29% 17.38% 11.33% 100.00%

FY 2021 TDA, STA & Measure M Summary

TDA Total TDA / STA / MEASURE MMEASURE M

TPCC Draft - 03-11-2020

STA Block-Grant

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Sonoma County TDA Coordinated Claim Page 1 of 4

Sonoma County

TDA Coordinated ClaimFiscal Year 2020-21

I. TDA Funds Available 1.6

SCTA Adopted Coordinated Adopted FY 2020 TDA Estimate: $26,800,000

Claim Distribution Revised FY 2020 TDA Estimate (1-2020): $25,500,000FY 2020-21 FY 2019-20 Auditor's FY 2021 Estimate: $26,300,000

TDA Forecast $26,300,000 $26,800,000

Less: MTC Administration 131,500 134,000 % Change- FY 2020 Adopted EstimateMTC Planning 789,000 804,000 vs. FY 2021 Auditor's Estimate: -1.87%County Administration 45,000 45,000

Subtotal: 25,334,500 25,817,000Less: Article 3 Pedestrian/Bicycle Funding (2.0%) 506,690 516,340

Total: Article 4 and 8 available $24,827,810 $25,300,660

A. Distribution by Apportionment Area

FY 2020-21 FY 2019-20Area Population* Percent Apportionment Apportionment Difference

Cloverdale 9,257 1.8489% $459,042 $459,133 ($91)Cotati 7,919 1.5817% 392,693 387,855 4,838Healdsburg 12,501 2.4968% 619,908 606,262 13,646Petaluma 62,247 12.4326% 3,086,746 3,152,102 (65,356)Rohnert Park 43,339 8.6561% 2,149,124 2,191,512 (42,388)Santa Rosa 175,625 35.0776% 8,709,011 8,971,939 (262,928)Sebastopol 7,885 1.5749% 391,007 391,374 (367)Sonoma 11,556 2.3081% 573,047 572,534 513Windsor 28,565 5.7053% 1,416,501 1,410,474 6,027County 141,781 28.3180% 7,030,732 7,157,475 (126,743) Total 500,675 100.0000% $24,827,810 $25,300,660 -$472,850

* California Department of Finance - January 1, 2019 - Based on published population by entity - Table E-1.

B. Funds allocated to Golden Gate Transit for regional transit services:

FY 2020-21 FY 2019-20Area Distribution Allocation Allocation

Cloverdale 10.17992% $46,730 $47,207Cotati 29.05000% 114,077 112,199Healdsburg 10.17992% 63,106 62,334Petaluma 29.05000% 896,700 911,840Rohnert Park 29.05000% 624,320 633,961Santa Rosa 25.00000% 2,177,253 2,242,985Sebastopol 10.17992% 39,804 40,240Sonoma 10.17992% 58,336 58,866Windsor 10.17992% 144,199 145,020County 29.05000% 2,042,428 2,070,514

Total $6,206,953 $6,325,16625.00% 25.00%

of County TDA

Transit TAC Draft - 02-05-2020FY 2021

TDAUpdated: 03-02-2020

II. Distribution of TDA Funds

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Sonoma County


1.6

C. Contribution to Sonoma County Transit for intercity services between Petaluma and Santa Rosa: (Sonoma County Transit Routes 44 & 48)

FY 2020-21Percent of Fixed-Route Paratransit

Area Route Budget* Allocation Allocation**

Petaluma 14.64% $230,220 (1) $46,044

* Cotati and Rohnert Park contributions to Sonoma County Transit Routes 44 & 48 are included in Section D. (1) - includes contribution for maintenance of the ** Assumes 20% of fixed-route contribution for ADA complementary paratransit services. Petaluma Transit Mall.

FY 2019-20 FY 2020-21Total 80% 20% Percent Total 80% 20%

Area Contribution Fixed Route Paratransit of TDA Contribution Fixed Route Paratransit

Cotati $220,294 $176,235 $44,059 Remainder $224,289.00 $179,431.20 $44,857.80Sebastopol 172,427 137,942 34,485 Remainder 175,838 140,670 35,168Healdsburg 341,654 273,323 68,331 Remainder* 358,310 286,648 71,662Cloverdale 282,360 225,888 56,472 Remainder* 285,168 228,134 57,034Windsor 903,966 723,173 180,793 Remainder 917,575 734,060 183,515Rohnert Park 609,362 487,490 121,872 Remainder 594,345 475,476 118,869Sonoma 250,467 200,374 50,093 Remainder 256,432 205,146 51,286

Total $2,780,530 $2,224,424 $556,106 $2,811,957 $2,249,566 $562,391

E. Other contract services between apportionment areas:

FY 2020-21 Claiming FY 2019-20Area Contribution Agency Purpose Contribution

Cloverdale Total FR * PT $127,144 County $129,567Cloverdale* 101,715 County Local Route 68 103,654Cloverdale** 25,429 County Local Paratransit Contribution** 25,913

CountyCounty 113,109 Santa Rosa Support for Santa Rosa Transit Mall Operations 100,866

Golden Gate TransitGolden Gate Transit 39,493 Santa Rosa Support for Santa Rosa Transit Mall Operations 37,722

Cotati Total FR * PT 54,327 County 55,362Cotati* 43,461 County Local Routes 10 & 11 44,290Cotati** 10,865 County Local Paratransit Contribution** 11,072

Healdsburg 198,491 County 202,274Healdsburg* 158,793 County Local Route 67 161,819Healdsburg** 39,698 County Local Paratransit Contribution** 40,455

Rohnert Park FR & PT Total 930,458 County 948,189Rohnert Park* 744,366 County Local Routes 10,11,12,14 758,551Rohnert Park** 186,092 County Local Paratransit Contribution** 189,638

Sebastopol FR & PT Total 175,364 County 178,706Sebastopol* 140,291 County Local Route 24 142,965Sebastopol** 35,073 County Local Paratransit Contribution** 35,741

Sonoma FR & PT Total 258,279 County 263,201Sonoma* 206,623 County Local Routes 32 & 34 210,561Sonoma** 51,656 County Local Paratransit Contribution** 52,640

Windsor FR & PT Total 354,727 County 361,487Windsor* 283,782 County Local Route 66 *** 289,190Windsor** 70,945 County Local Paratransit Contribution** 72,297

* Contributions assume a -1.87% change over FY 2019-20 (from page 1).** Assumes 20% of fixed-route contribution for ADA complementary paratransit services.*** Includes contribution for maintenance of the Windsor Intermodal Facility.

Updated: 03-02-2020

FY 2021 TDA

D. Funds allocated to support intercity Sonoma County Transit/Paratransit services:

Transit TAC Draft - 02-05-2020

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Sonoma County


1.6

F. Paratransit Contributions

See paratransit contributions detailed in Section II, C,D,E and summarized in Section III column F.

Prior-Year Revenue Adjustment*

*Prior year revenue adjustments are reflected in "Prior Year TDA Funds Available" on page 4. Balances are in accordance withMTC's Regional Fund Estimate dated February 26, 2020.

IV. Distribution of TDA Article 3 Pedestrian/Bicycle FundsFY 2020-21

Area Population Apportionment Cloverdale 1.8489% $9,368Cotati 1.5817% 8,014Healdsburg 2.4968% 12,651Petaluma 12.4326% 62,995Rohnert Park 8.6561% 43,860Santa Rosa 35.0776% 177,735Sebastopol 1.5749% 7,980Sonoma 2.3081% 11,695Windsor 5.7053% 28,908County 28.3180% 143,484

Total 100.0000% $506,690

Article 3 Summary

Projected FY 2020-21 Apportionment $506,690

- Other

FY 2020-21 Article 3 Funds Available for Distribution 506,690

Projected Prior-Year Fund Balance* 1,419,084

Total Article 3 Funds Available $1,925,774

* Per MTC Regional Fund Estimate 02-26-2020. Article 3 claimants should confirm their prior-year balance with SCTA prior to submitting a claim to MTC.

Transit TAC Draft - 02-05-2020FY 2021

TDAUpdated: 03-02-2020

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Sonoma County


A. B. C/D. E. +/- F. Projected Projected ProjectedFY 2020-21 FY 2020-21 FY 2020-21 FY 2020-21 FY 2020-21 FY 2020-21 Prior-Year TDA Total TDA

TDA Contributions Contributions Contract Contributions to TDA Funds FundsAgency Apportionment to GGT to SCT Services SC Paratransit Entitlement Available* Available

Cloverdale $459,042 ($46,730) ($228,134) ($101,715) ($82,462) $0 $0 $0Cotati 392,693 (114,077) (179,431) (43,461) (55,723) 0 0 0 Healdsburg 619,908 (63,106) (286,648) (158,793) (111,360) 0 0 0Petaluma 3,086,746 (896,700) (230,220) ---- (46,044) 1,913,783 1,065,240 2,979,023Rohnert Park 2,149,124 (624,320) (475,476) (744,366) (304,961) 0 0 0Santa Rosa 8,709,011 (2,177,253) ---- 152,602 ---- 6,684,360 1,590,769 8,275,129Sebastopol 391,007 (39,804) (140,670) (140,291) (70,240) 0 0 0Sonoma 573,047 (58,336) (205,146) (206,623) (102,942) 0 0 0Windsor 1,416,501 (144,199) (734,060) (283,782) (254,460) 0 0 0County 7,030,732 (2,042,428) 2,479,785 1,565,924 1,028,194 10,062,207 4,377,214 14,439,421GGT ---- 6,206,953 -- (39,493) -- 6,167,460 (273,498) 5,893,962

Total $24,827,810 $24,827,810 $6,759,725 $31,587,535

* From MTC's Regional Fund Estimate dated 02-26-2020. Claimants should confirm prior-year balances with MTC prior to submitting a claim for prior-year funds.

Measure M Transit Distribution

TDA Forecast $26,300,000

FY 2020-21 Measure M Forecast $26,300,000

Measure M Distribution to Transit (19%) $4,997,000

- Distribution for Bicycle & Pedestrian Projects (4%) 1,052,000- Distribution to SMART (5%) - Capital 1,315,000- Distribution to Transit Operators (10%) 2,630,000

Distribution to Transit Operators based on TDA Population PercentagesDistribution

Petaluma Transit 12.4326% 326,978Santa Rosa CityBus 35.0776% 922,542Sonoma County Transit 52.4897% 1,380,480

Total 100.0000% $2,630,000

FY 2020-21

III. Summary of TDA Fund Activity 1.6

FY 2021 TDA & Measure M Summary


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Sonoma County TDA Coordinated Claim Attachment "A"

Sonoma County


G. H. I.

A. B. Distribution C/D. E. +/- F. Projected Coordinated Projected ProjectedFY 2020-21 Initial FY 2020-21 Percent FY 2020-21 FY 2020-21 FY 2020-21 FY 2020-21 Claim Prior-Year TDA Total TDA

TDA Distribution Contributions after GGT Contributions Contract Contributions to TDA Distribution Funds FundsApportionmen Area / Claimant Apportionment Percent to GGT Subtotal Contribution to SCT Services SC Paratransit Entitlement Percent Available* Available

Petaluma - Petaluma Transit 3,086,746 12.43% (896,700) 2,190,046 8.82% (230,220) ---- (46,044) 1,913,783 7.71% 1,065,240 2,979,023Santa Rosa - Santa Rosa CityBus 8,709,011 35.08% (2,177,253) 6,531,758 26.31% ---- 152,602 ---- 6,684,360 26.92% 1,590,769 8,275,129County - Sonoma County Transit 13,032,053 52.49% (3,133,000) 9,899,053 39.87% 230,220 (113,109) 46,044 10,062,207 40.53% 4,377,214 14,439,421GGT - Golden Gate Transit ---- ---- 6,206,953 6,206,953 25.00% ---- (39,493) ---- 6,167,460 24.84% (273,498) 5,893,962

Total $24,827,810 100.00% $24,827,810 100.00% $24,827,810 100.00% $6,759,725 $31,587,535

* From MTC's Regional Fund Estimate dated 02-28-18. Claimants should confirm prior-year balances with MTC prior to submitting a claim for prior-year funds.

Claim Summary by Apportionment Area - FY 2020-21 TDA Funds

SonomaPetaluma Santa Rosa County FY 2020-21

Apportionment Apportionment Apportionment TDAClaimant Area Area Area*** Entitlement

Petaluma - Petaluma Transit 1,913,783 1,913,783Santa Rosa - Santa Rosa CityBus 6,571,251 113,109 6,684,360County - Sonoma County Transit 276,264 9,785,944 10,062,207GGT - Golden Gate Transit 896,700 2,137,760 3,133,000 6,167,460

Total by Apportionment Area $3,086,746 $8,709,011 $13,032,053 $24,827,810

Attachment "A"

Consolitated Summary of TDA Claims by Eligible Operator 1.6


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Sonoma County STA Coordinated Claim FY 2020-21

Sonoma County

STA Coordinated ClaimFiscal Year 2020-21Updated 03-11-2020

1.5

Funds Available $6,053,193 100.00%

$497,413 8.22%

B. Population-Based Distribution to Bus Transit $4,842,554 80.00%Operators

C. Performance-Based Distribution to Bus Transi $713,226 11.78%Operators

* Year two of a five-year distribution agreement established in FY 2019-20.

Combined %50% Ridership/ Available for

Operator Ridership % Ridership Revenue Hours % Revenue Hours 50% Revenue Distribution

SMART 417,055 11.76% 12,942 4.67% 8.22% $497,413

Total $497,413

Available for Operator Population* % Population Distribution

Petaluma Transit 62,247 12.43% $602,056 Santa Rosa CityBus 175,625 35.08% $1,698,654 Sonoma County Transit 262,803 52.49% $2,541,844

Total 500,675 100.00% $4,842,554

C. Performance-Based Distribution to Bus Transit Operators

Combinded %50% Ridership/ Available for

Operator Ridership % Ridership Revenue Hours % Revenue Hours 50% Revenue Distribution

Petaluma Transit 340,410 10.88% 27,222 10.30% 10.59% $75,556 Santa Rosa CityBus 1,811,688 57.92% 106,443 40.29% 49.11% $350,235 Sonoma County Transit 975,755 31.20% 130,524 49.41% 40.30% $287,434

Total 3,127,853 100.00% 264,189 100.00% 100.00% $713,226

STA Revenue-Based Funds Total STA FundsA. Distribution for B. Bus Operator C. Bus Operator Total Funds

for Regional Population-Based Performance-Based Available for Available for Available for Operator Rail Service Distribution Distribution Distribution Distribution Distribution

Petaluma Transit $602,056 $75,556 $677,612 $49,080 * $726,692 Santa Rosa CityBus $1,698,654 $350,235 $2,048,889 $151,559 $2,200,448 Sonoma County Transit $2,541,844 $287,434 $2,829,278 $245,847 $3,075,125SMART $497,413 $497,413 $1,685,153 *+ $2,182,566

Total $497,413 $4,842,554 $713,226 $6,053,193 $2,131,639 $8,184,832

* Prior-year unclaimed funds are available, Consult MTC Regional Fund estimate for balances.+ SMART STA Revenue-Based Funds are systemwide, not dedicated to service in Sonoma County

STA Block-Grant Funds

STA

A. Performance-Based Distribution to SMART for Regional Rail Service

A. Performance-Based Distribution to SMART for Regional Rail ServicePortion of Ridership and Revenue Hours in Sonoma County

B. Population-Based Distribution to Bus Operators

Summary of FY 2020-21 Distribution of STA Funds - by Operator

FY 2020-21 - Block Grant Funds*

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Staff Report

Issue

What is the status of the transportation sales tax renewal and draft GoSonoma Expenditure Plan?

Executive Summary

The Measure M ¼-cent transportation sales tax will expire in 2024. In order to maintain our status as a self-help county and deliver critical transportation projects, the SCTA Board of Directors voted to hold a special meeting in advance of the scheduled June 8 meeting to finalize language in the draft GoSonoma Expenditure Plan and consider placing a sales tax extension for the November 2020 ballot. The GoSonoma Expenditure Plan is based on the Comprehensive Transportation Plan (CTP) with the identified needs derived from project submittals from public works departments, transit agencies and the SCTA/RCPA.

Policy Impacts / Nexus to Agency Goals

The SCTA currently manages a ¼-cent sales tax dedicated to a multi-modal expenditure plan known as Measure M. The GoSonoma Expenditure Plan maintains the ¼-cent tax for an additional 20 years, eliminates the Highway 101 and SMART programs, and re-structures the program categories to address roadway, bus and bicycle and pedestrian needs.

If voters do not renew Measure M by 2024, the SCTA and its member jurisdictions will no longer have a local funding source to leverage State and federal dollars for transportation projects. By putting a measure on the ballot in 2020, the SCTA will be able to plan for new projects and fund new projects sooner. This is particularly important in creating jobs to support economic recovery.


Is there a fiscal impact to this item? Yes ☒ No ☐

Is there funding in the current budget? Yes ☐ No ☒

The funding source(s) to be used are: The cost of the election may need funds if the measure is unsuccessful. If voters approve the measure, the new measure funds can pay the election costs.

Background

The SCTA Board has been discussing when and how to ask voters to continue support for a local tax for transportation. In March 2019, then Chair Landman formed the Measure M ad hoc committee to help focus the approach. Members of the ad hoc are Chair Susan Gorin and Directors Bagby, Gurney, Landman, Rabbitt and Rogers.

To: Transit Paratransit Coordinating Committee Meeting Date: 5/19/20 From: Suzanne Smith, Executive Director Item Number: 4.0 Subject: GoSonoma – November 2020 transportation sales tax ballot measure

Consent Item: ☐ Regular Item: ☐ Action Item: ☐ Report: ☒

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tel:707.565.5373

http://scta.ca.gov/

http://rcpa.ca.gov/

On July 9, 2019, the SCTA issued a call for projects for the Comprehensive Transportation Plan 2050 asking project sponsors to identify and rank their 10 highest priority projects for consideration in a new tax measure; as well as submit and rank up to 5 transit projects. The result was just over $3B in requests ranging from bike safety projects to interchanges across Highway 101 to SMART extension to Cloverdale with increased service.

Figure 1 – CTP Measure Priorities by Category (Dollars in Millions)

In the early fall of 2019, the SCTA hired Muelrath Public Affairs and EMC to help guide and perform an initial poll. EMC conducted the first round of polling in September by surveying 600 likely 2020 voters. The results were positive for a ¼-cent and less optimistic for a ½-cent.

There was very solid support for a ¼-cent with 73% and good support for a ½-cent with 67%. However, when presented with an opposition statement, the support drops to 64% and 58% respectively. After adding in “lean support,” the numbers go to 66% and 59%.

Highlights of the polling include:

• 64% of respondents rate maintaining local streets and roads as a high priority

• 61% say climate change is a high priority

• A super majority support a modern transportation network (69%) and value high-quality local roads (73%) even it requires a tax increase

• People indicated support for the following in order:

o Repair potholes – 83% o Reduce traffic congestion on local roads and highways – 76% o Make local roads and highways safer – 75% o Improve evacuation and emergency road access – 74% o Enhance transportation for seniors, veterans and people with disabilities – 73% o Make walking and biking safer – 71%

38%

27%

12%

23%Smooth and maintained roads(38%)Move traffic and improve safety(27%)Build bikeways and pathways(12%)Increase Bus Service (23%)

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o Reduce GHG emissions – 69%

Following the poll, the ad hoc committee reviewed the project lists submitted by each jurisdiction and deliberated on a possible structure for the measure. The ad hoc proposed a strawman that was structured with two “buckets” of project types reflecting the importance of:

a. Improving the backbone of the transportation system across all modes of road maintenance, active transportation and bus service, and

b. Connecting communities through infrastructure projects, both big and small, that help people move safely and reliably wherever they need to go.

The SCTA advisory committees reviewed the strawman proposal in late January and early February. In February and March, the Board took public comment and deliberated on the strawman. The direction to staff was to drop the proposed structure, simplify the content and provide greater detail on the overall expenditure plan. The DRAFT Expenditure Plan GoSonoma was developed to include four programs in two categories. Staff has analyzed the CTP projects submitted as the highest priorities for the new measure and divided them into these categories and then applied the program percentage of the total need:

A. Fix roads, fill potholes, improve traffic – 65%

Smooth & maintained roads 38% Move traffic & improve safety 27%

B. Improve alternatives to cars, fight climate change – 35% Increase bus service, affordability, & first/last mile connections 23% Build bikeways & pathways 12%

The cost of elements of the roadway projects that directly benefit bicycle and pedestrians can be quantified at approximately 25%; the result is an estimated 50/50 split between roads and alternatives.

Advancing the ballot measure in 2020 will allow Sonoma to:

• Keep our status as a self-help county. • Keep us eligible for regional, State and federal funds and allows us to leverage those funds. Without it,

we won’t be competitive. • Allows us to start on new projects now – this will help with economic recovery and job creation. From

inception to completion transportation project take years if not decades to deliver. Planners and engineers need reliable known funding sources to develop and implement projects that will meet our transportation needs.

• Help all modes of transportation. • Continue the work we have been doing for another 20 years and is not a new tax. We have a proven

track record. • Cost effectively support transportation – if you spend $25,000 a year on taxable goods (not groceries,

rent, insurance, etc.), this measure will cost you $62/year or $5/month. • Protect funds for transportation. These funds cannot be taken away by the State or any other entity.

Can only be changed by the voters.

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Benefits of GoSonoma include:

• Provides $10M each year directly to each city and the County to pave roads. • More than triples the amount of local funding for bike and pedestrian projects. • More than doubles the amount of local money going to local bus service. • Dedicates 3% to first/last mile connections for transit and travel demand programs to get people out

of single occupant cars. • Dedicates 2% to fare free programs for students and seniors. This will serve an immediate benefit and

can serve as a match to regional and State programs that will grow the program. • Identifies priority projects in each city and the County that improve traffic flow and safety. Will help

get those projects shovel ready and provide local match to leverage outside funding. • Urges use of technology to ensure reliability and safety; not just infrastructure fixes.

Schedule of Next Steps Target Completion Date

Advisory committee and stakeholder input March/April 2020

SCTA Board Initial Draft Expenditure Plan April 13, 2020

SCTA Board Revised Draft of Expenditure Plan May 11, 2020

SCTA Board Final Draft of Expenditure Plan May 2020

Cities and County Presentations June - July 2020

Poll #2 July 2020

SCTA final approval of Expenditure Plan July 13, 2020

Board of Supervisors places on the ballot Aug 4, 2020

Supporting Documents

Draft GoSonoma Expenditure Plan

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5/12/2020 12:11 PM

I. GO SONOMA ACT - EXPENDITURE PLAN SUMMARY New transportation investment is needed in our community. Without it, we will experience more traffic, increased greenhouse gas emissions and poorly maintained streets that leads to time away from our family and friends, bad air quality, increased costs for car maintenance and impacts to our climate. This plan, Go Sonoma, benefits everyone who lives and works in Sonoma County. Through a public process we have developed a plan that shows how we will fix local streets, improve transportation corridors, increase bus transit service, and improve safety for cyclists, pedestrians and drivers. Without increasing the current tax rate, more than twice as much money will be dedicated to local roads, bus service and bike projects and cannot be taken away for any other purposes. Sonoma became a self-help county in 2004 when it passed the Traffic Relief Act known as Measure M. In order to maintain our status as a self-help county and deliver critical transportation projects, we need Go Sonoma to be in place now so we can get projets ready and before we lose our standing. As a self-help county with a reliable revenue source the Sonoma County Transportation Authority (SCTA) leveraged other funding at a ratio of 5:1 to widen the Highway 101 corridor. With a secure local funding source the SCTA has been able to secure highly competitive State and federal funds that would not have been possible without a local commitment that gets projects shovel ready. The new investment plan will include four programs in two categories:

Fix roads, fill potholes, improve safety and usability for all Smooth & maintained roads 38% Move traffic & improve safety 27% Improve alternatives to cars, fight climate change Increase bus service, affordability, & first/last mile connections 23% Build bikeways & pathways 12%

All projects will have a match requirement of at least 15% The Go Sonoma Act will continue, for 20 years, the ¼-cent sales tax currently dedicated to transportation.

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II. OUR TRANSPORTATION SYSTEM VISION AND GOALS Go Sonoma is needed now in order to meet our transportation vision and goals and ensure key projects can be planned and built without delays. Since most of the projects identified in Measure M have been completed or are under way, a continuation of a local and reliable source of funding now will result in more matching funds for new improvements coming on line sooner. VISION: Connecting people, places and goods as we transition our transportation network to zero-emissions by 2050. Our guiding principles are to improve safety, equity and quality of life. GOALS: Our transportation system should be:

1. Connected and Reliable: Deliver a seamless network that allows people to use a variety of transportation types easily, affordably and dependably.

2. Safe and Well Maintained: Provide safe and well-maintained transportation

infrastructure.

3. Community Oriented and Place-Based: Implement place-based (or context sensitive) transportation projects, tailored to urban, suburban and rural communities that will improve local mobility.

4. Zero Emissions: Provide zero-emission transportation opportunities that meet diverse community needs, improve health and enhance quality of life.

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III. GO SONOMA ACT - EXPENDITURE PLAN The Go Sonoma Act translates the SCTA goals into investments for specific programs in four program categories. Each program category will receive a percentage share of sales tax revenues, currently estimated at $26 million annually. The program allocates 1% of the revenue for administration and audits. A. Fix Roads, Fill Potholes, Improve Safety and Usability for All – 65% SMOOTH & MAINTAINED ROADS Fixing potholes and making our roads smooth to drive and ride on is a central focus of the Go Sonoma Act. Approximately $9.9 million annually (or 38% of the sales tax revenue) will be used by cities and the County to fix existing roads and keep them well maintained. All projects will take into consideration bicycle and pedestrian needs, traffic calming, intelligent transportation system technology, construction methods and materials that reduce emissions, and appropriate safety measures. These components of a road project are eligible for sales tax revenue. This program will help achieve the transportation system goals of: 1) Connected and Reliable, 2) Safe and Well Maintained, and 3) Community Oriented and Place Based. Funds for this program will be allocated by a 50% population/50% road mile formula and local governments must maintain their existing commitments of local funds for transportation purposes. Below is a chart that estimates how much each jurisdiction can anticipate receiving annually.

Jurisdiction Formula Estimated Annual Sales Tax Funding Population /

Road Mile Split

Cloverdale 1.59% $157,393 Cotati 1.27% $125,580 Healdsburg 2.18% $215,865 Petaluma 9.78% $966,615 Rohnert Park 6.24% $616,221 Santa Rosa 28.15% $2,781,097 Sebastopol 1.28% $126,852 Sonoma 1.84% $181,829 Windsor 4.61% $455,837 County 43.04% $4,252,710 Total 100% $9,880,000

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MOVE TRAFFIC & IMPROVE SAFETY In addition to fixing local roads, the Go Sonoma Act will provide approximately $7.0 million annually (or 27% of the sales tax revenue) for projects that get people moving and improve safety. Moving people and goods around Sonoma County means making changes to our roadway system, prioritizing alternatives and using technology to ensure reliability and safety. All projects will be assessed based on how quickly they can be built and the ability to create jobs; how they can reduce greenhouse gas emissions; and how they address geographic equity. Projects will compete for the funds in this program based on the following criteria:

Safety and Public Health. The project improves safety and health for travelers of all modes, as well as community health and resiliency. It uses best practices for features such as crosswalk, bikeway and pathway designs on city streets (i.e., protected bike lanes) and for pedestrian improvements, transit elements and sound walls on road projects in urban areas.

Cost Effectiveness. The costs and benefits of the project are reasonably balanced and other grants above the required match are leveraged when possible

Connectivity. The project improves connections within and between communities and supports Priority Development Areas.

Traffic Flow: The project improves high traffic conditions with right-sized solutions that have regional benefits that maximize the movement of people and reduce travel time. The flow of traffic is improved through operational improvements such as interchanges, traffic signals, turn lanes, or roundabouts, or by enabling reductions in vehicle miles traveled.

Air Quality and Greenhouse Gas Emissions. The project is likely to satisfy environmental requirements and supports the reduction of air pollution and greenhouse gas emissions. It helps achieve goals set forth in the Shift Sonoma County Low Carbon Transportation Plan and climate emergency resolutions approved by local jurisdictions and the Regional Climate Protection Authority.

Local Support. The project has clear local support through a resolution of the local governing board, and through inclusion in a local general plan, or and the SCTA’s Comprehensive Transportation Plan. All projects will require environmental review, engineering and matching funds before construction can begin. All projects will take into consideration bicycle and pedestrian needs, traffic calming, intelligent transportation system technology and system implementation, and

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appropriate safety measures. A minimum of 5% of measure funds used on roadway projects will be for non-automobile elements and will be clearly identified. This program will help achieve the transportation system goals 1) Connected and Reliable, 2) Safe and Well Maintained, 3) Community Oriented and Place Based, and 4) Zero Emissions. Sample projects have been identified and prioritized by each city and the County. They are included in Moving Forward 2050, our Comprehensive Transportation Plan, is located here: <link to CTP Measure list of priority road projects>. This list does not guarantee funding for a project. The Citizens Advisory Committee will perform an oversight role in project selection. B. Improve Alternatives to Cars , Fight Climate Change – 35%. INCREASE BUS SERVICE, AFFORDABILITY & CONNECTIONS FOR FIRST/LAST MILE Funding for local transit improvements in the Go Sonoma Act will expand and enhance local bus operations to provide a more reliable service that works for more people. This program includes maintenance of existing bus service, increased bus frequencies and extended hours of operations, and a community benefit program to provide free rides for students and seniors. Increased bus frequencies and extended hours of operations should be prioritized where routes make first and last mile connections to major bus transit hubs, schools and rail stations. Approximately $6 million (or 23% of sales tax revenue) annually is dedicated to this program. Of that amount, 3% annually is dedicated to community benefit programs that support first/last mile and commuter programs to be managed by SCTA. Below is a chart estimating how much each category and each Transit Agency can expect from the measure annually:

Operators Service Area Population

%

Service Continuity*

10%

Service Expansion

8%

Student / Senior Rides

up to 2%** Petaluma Transit 12.43% $323,248 $258,598 Reimbursement of

costs Santa Rosa CityBus 35.08% $912,019 $729,615 Reimbursement of

costs Sonoma County Transit

52.49% $1,364,733 $1,091,787 Reimbursement of costs

100.00% $2,600,000 $2,080,000 $520,000 *The 2004 Measure M Bus Service program is now considered exisiting service but will be continued in the new measure **Remainder, if any, to be distributed by population formula to Service Expansion This program will help achieve the transportation system goals 1) Connected and Reliable, 2) Safe and Well Maintained, 3) Community Oriented and Place Based, and 4) Zero Emissions

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BUILD BIKEWAYS AND PATHWAYS This program will better separate bikes from cars and make it easier to bike and walk. It includes building new infrastructure for bicycles and pedestrians that will increase overall safety, close critical gaps in existing routes, and promote the use of active transportation through community benefit programs to support safety education and encouragement like Safe Routes to School and Vision Zero. In addition, numerous local road improvement projects will include improved bicycle lanes striping and sidewalk improvements. Approximately $3.1 million (or 12% of sales tax revenue) annually is dedicated to this program and will be used for bicycle and/or pedestrian projects that compete based on the criteria below. Of the total annual amount, 1% is dedicated annually to community benefit programs that support safety education and encouragement.

• Demonstrate the potential to shift from cars to active transportation measured by a reduction in vehicle miles traveled

• Use best practices for bikeway design, considering appropriate facilities that maximize use and safety

• Implement safety improvement priorities identified through Vision Zero, a plan to prevent all road deaths and serious injuries

• Design for all ages and abilities This program will help achieve the transportation system goals 1) Connected and Reliable, 2) Safe and Well Maintained, 3) Community Oriented and Place Based, and 4) Zero Emissions IV. OVERSIGHT AND ADMINISTRATION The implementation of the Go Sonoma Act will be the responsibility of the Sonoma County Transportation Authority. The SCTA is composed of twelve elected officials; a representative from each of the nine cities in Sonoma County and three members of the Sonoma County Board of Supervisors. The SCTA will be responsible for developing and updating a strategic plan to guide allocation decisions. The SCTA will develop the initial strategic plan by December 31, 2023 and prepare and update it at least every five years during the term of the plan. The Citizens Advisory Committee established under the Ordinance No. 1 that created the SCTA will serve as an independent oversight body that will advise the SCTA on the administration of the Go Sonoma Act and report to the public via annual audits of the Act and annual reports on progress. The SCTA will work closely and cooperatively with the California Department of Transportation (Caltrans) and the Metropolitan Transportation Commission (MTC) and the California Transportation Commission (CTC) on programming state and federal grants to match funding from the Go Sonoma Act for programs and projects. These partnerships will help to maximize the state and federal funds that can be leveraged with a local source of funds and to deliver projects in a timely manner.

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V. IMPLEMENTATION GUIDELINES The Go Sonoma Act will begin on April 1, 2025 and will end on March 31, 2045. Environmental reporting, review and approval procedures as provided for under the National Environmental Policy Act, the California Environmental Quality Act, or other applicable laws will be adhered to as a prerequisite to the implementation of any project. The State of California is leading the nation with a path to eliminate greenhouse gas emissions by 2045 and reverse the growth of vehicle miles travelled. Go Sonoma is designed to boost the ability of jurisdictions to get climate fighting projects funded and meet those objectives for the state. Use of the retail transactions and use tax under this Transportation Expenditure Plan will be subject to the following restrictions:

1. The tax proceeds must be spent for the purposes of funding the transportation

programs and projects as allowed in the Go Sonoma Act and may not be used for other purposes.

2. In accordance with California Public Utilities Code Section 180200, the tax proceeds will be used to supplement, and may not be used to replace, existing local property tax or other local revenues used for transportation purposes. This shall be governed by a Maintenance of Effort Policy that ensures public transparency, restricts jurisdictions from supplanting funds, indexes a baseline commitment, and establishes clear compliance and penalties.

3. The tax proceeds will be expended in Sonoma County. 4. The SCTA is charged with a fiduciary duty in administering the tax proceeds in

accordance with the applicable laws and this Go Sonoma Act. Receipt of tax proceeds may be subject to appropriate terms and conditions as determined by the SCTA in its reasonable discretion, including, but not limited to, the right to require recipients to execute funding agreements and the right to audit recipients’ use of the tax proceeds.

Actual tax proceeds may be higher or lower than estimated in this Go Sonoma Act. The Go Sonoma Act expenditure plan is based on the percentage distributions to each Program Category and the dollar values included are estimates only. Actual tax proceeds will be programmed annually in accordance with the percentage distributions in the Go Sonoma Act expenditure plan. The Sonoma County Transportation Authority will prepare a Strategic Plan prior to December 31, 2023, for review by the SCTA Board and the CAC. It will use funding prioritization criteria consistent with the goals and objectives of the Moving Forward 2050, our Comprehensive Transportation Plan and the Go Sonoma Act for Sonoma County expenditure plan. The Strategic Plan will include general procedures for project sponsors to initiate a project and identify an implementation schedule and the programming of funds based on successful calls

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for projects. The Strategic Plan will include the evaluation criteria for prioritization of projects. The Strategic Plan will be updated at least every five years during the life of the Go Sonoma Act. The SCTA is authorized to bond for the purposes of advancing the commencement of or expediting the delivery of transportation programs or projects. The SCTA may issue limited tax bonds, from time to time, to finance any program or project in the Go Sonoma Act as allowed by applicable law and as approved by the SCTA, and the maximum bonded indebtedness shall not exceed the 20 year amount of proceeds of this retail transactions and use tax, estimated to be $670 million in 2020 dollars. Such bonds will be payable solely from the proceeds of the retail transactions and use tax and may be issued any time before expiration of the tax.

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