luis obispo council of governments work program

SanLuisObispoCouncilofGovernmentsOverallWorkProgramFiscal Year 2015/16 Adopted by the SLOCOG Board April 2, 2015

Amendment No. 1 Adopted by the SLOCOG Board June 3, 2015

Amendment No. 2 Adopted by the SLOCOG Board October 7, 2015

Metropolitan Planning Organization (MPO) Regional Transportation Planning Agency (RTPA) Regional Rideshare/Census Data Affiliate Service Authority for Freeways and Expressways (SAFE) Member Jurisdictions Cities of Arroyo Grande, Atascadero, Grover Beach, Morro Bay, Paso Robles, Pismo Beach and San Luis Obispo and County of San Luis Obispo

Contact 1114 Marsh Street San Luis Obispo, CA 93401 Ph: 805.781.4219 Fax: 805.781.5703 Email: [email protected] Web: slocog.org

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The preparation of this report has been financed in part through grants from the Federal Highway Administration (FHWA) and Federal Transit Administration (FTA), U.S. Department of Transportation, under State Planning and Research program Section 104(f) of Title 23, U.S. Code. The contents of this report do not

necessarily reflect the official view or policy of the U.S. Department of Transportation.

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EXPENSES Pg. 1 of 3

No.Account Codes Description

2015/2016 Amendment No.

1


2

Difference 2015/16 Amend No. 1 & Amend

No. 2 Detail for FY 2015/2016

1 5001210 SLOCOG Salaries 2,486,396 2,486,396 0Includes 21.33 PY's (combined staff), step increases & 1.34% COLA

2 5001597Retiree Employer P/U for Employee (Reserve) 16,604 16,604 0 Medical Premium Reserve for Retirees

3 2,503,000 2,503,000 0

7/1/15 Total positions: 20 full time & 2 half time8/15/15 Total positions: 19 full time & 2 half time1/1/16 Total positions: 18 full time & 2 half time

4

5 Services and Supplies

6 5050015Advertising Services-Rideshare Marketing (3510, 3520 & 3540) 60,315 60,315 0

Rideshare Outreach & Education-WE 3510 $14,850, WE 3520 $27,965 & WE 3540 $17,500

7 5050015Advertising Services-Rideshare Marketing Employer Commuter (3518) 37,427 18,937 (18,490)

Employer Commuter Program with CMAQ WE 3518; 14/15 carryover less than estimated

8 5050036Billings by Non-Govt Agency - Guaranteed Ride Home (3520) 4,000 4,000 0

Rideshare Guaranteed Ride Home WE 3520

9 5050015Advertising Services-Rideshare Marketing - Mobility Management (3535) 30,000 12,712 (17,288)

Rideshare Outreach & Education-Mobility Management Grant WE 3535 - Cycle 7

10 5050015

Advertising Services-Rideshare Marketing - Senior & Disabled Mobility Management (3536) 14,997 14,985 (12)

Newly awarded FTA 5310 grant - Senior & Disabled Mobility Management WE 3536

11 5050015Advertising Services-Rideshare Marketing - Safe Routes to School (STIP TE) (3566) 13,870 328 (13,542)

Carryover WE 3566; all marketing except $328 moved to WE 3567

12 5050015Advertising Services-Rideshare Marketing - Safe Routes to School (SHA) (3567) 0 19,039 19,039

Marketing from WE 3566 moved to WE 3567 (includes additional carryover)

13 5050015Advertising Services-Rideshare Marketing - 511 (9151) 0 29,977 29,977 Marketing increased with decrease in Professional

14 5050036Billings by Non-Govt Agency - Conference Sponsorships (0600) 1,500 2,250 750

Sponsorship requests - Action for Healthy Communities, WE 0600: Increased $750 for Economic Forecast Sponsorship WE 0600

15 5050040Car Rentals - (Rentals & Fun Ride Rentals) (0500) 1,000 1,000 0

Car rentals & regional car sharing (for staff use when Prius & Fusion are not available) WE 0500

16 5050065 Common Carrier Charges (0500) 8,700 8,700 0 Airline, rail WE 0500

17 5050070Computer Software - Peripherals and Supplies (3330, 4100) 3,000 4,250 1,250

GIS (4 ESRI) Licensing Software WE 3330 $1,600; Transcad (1) Licensing Software WE 4100 $1,400: $300 increase to WE 3330, $540 increase to 0400

18 5050085 Copying (various) 11,730 15,367 3,637

Copying: WE 1100 $500, WE 2100 $100, WE 2101 $100, WE 3310 $100, WE 3518 $200, WE 3540 $500, WE 3567 $1,130, WE 4966 $3,837, WE 5100 $100, WE 5200 $100, WE 6100 $100, WE 6200 $100, WE 6500 $100, WE 7100 $5k, WE 8100 $100, WE 8200 $600, WE 9160 $2k, WE 0100 $100, WE 0400 $600

19 5050105 Dues & Subscriptions (various) 8,215 8,215 0

Dues/Subscriptions Total WE 0300 $260, WE 0400 $265, WE 3510 $3,669, WE 3518 $35, WE 7100 $3,986: Legislative directory WE 0300; Newspapers WE 0400; Shutterstock, Adobe Creative Cloud, Survey Monkey, Mailchimp & Prezi WE 3510; Shutterstock, Adobe Creative Cloud, Digital Cert, Mailchimp, HR outreach 3518 & Misc downloads WE 7100

20 5050125Food-Board & Advisory Committee Support (0600) 3,500 3,500 0 Board & Advisory Committee meetings WE 0600

21 5050140 Gas & Oil (SLOCOG vehicle) (0400) 3,700 3,700 0 Gas & Oil for SLOCOG vehicle WE 0400

22 5050150 Household Expense - Janitorial (0400) 4,600 4,600 0Janitorial w/est. 5% increase, plus $300 window washing & $300 carpet cleaning WE 0400

23 5050160 Insurance - Liability (0400, 8300) 16,000 16,000 0 Driver Alliance WE 0400 $15k & WE 8300 $1k PnR

24 5050195 Maintenance - Vehicle (0400) 4,000 4,000 0 SLOCOG 2 vehicles preventative maintenance WE 0400

25 5050200 Maintenance - Other (0600) 2,500 2,500 0Replace/repair awnings & blinds WE 0600 $1k & bike locker maintenance WE 3518 $1,500

26 5050210 Maintenance - Equipment (0400) 150 150 0 Maintenance/Repair typewriter, fire extinguisher, etc WE 0400

27 5050220Maintenance - Structures/Impr/Grounds (0400) 8,200 8,200 0 Building Maintenance $5,662 & Landscaping $2,538 WE 0400

28 5050255 Memberships (various) 15,743 17,043 1,300

WE 0400 $619; WE 0600 $14,844; WE 3518 $75; WE 3520 $805; WE 3540 $600; WE 6100 $100 (WE 0400 $544 CALCOG & $75 HR Central Coast; WE 0600 $3,080 CALCOG, $1,155 CTA, $580 CalACT, $3,300 SBCAG-Central Coast Coalition-increased $1,300, $1,000 EVC, $2,958 NARC, $375 Assn of MPOs, $2,396 Chambers & SLO Downtown Assn; WE 3518 $75 Human Resources Assn; WE 3520 $575 Assn Commuter Transportation, $230 Best Workplaces for Commuters; WE 3540 $100 Assn of Ped & Bicycle Professionals, $500 Bike Coalition; WE 6100 $100 CCCC)

29 5050260 Mileage Reimb-Co Employee (0500) 2,280 2,280 0 Employee mileage reimbursement WE 0500

30 5050280 Office Expenses - Supplies (0400) 16,000 16,000 0 Office supplies WE 0400 $15k, WE 3510 $150, WE 3518 $850

31 5050290

Other Minor Equipment (formerly Fixed Assets and Significant Value Purchases) (0600, 9100) 12,900 12,900 0

Replace 2 computers, purchase 1 laptop computer, purchase 6 stand-up desks, purchase 1 conference phone, purchase 4 pads w/keyboards for staff WE 0600 $11,900; office equipment WE 9100 $1k

32 5050300Other Prof & Special Svc - Payroll Services; admin. cost of 125 plan (0400) 12,500 13,000 500

ADP Payroll services WE 0400 $10k, WE 3570 $2k & 125 Admin WE 0400 $1k WE

33 5050310Other Purch Svc-Co Agency (Co. Services) - TDA Admin. (1100) 8,715 8,715 0 Co. Auditor to process TDA payments WE 1100 (rec'd 3/27/15)

34 5050310Other Purch Svc-Co Agency (Co. Services) - Auditor (0400) 5,118 5,118 0 Co. Auditor to process Warrants WE 0400 (rec'd 3/27/15)

35 5050320Outside Legal Counsel Srv (Co. Services) - Legal (0400) 17,950 17,950 0

Est'd Co. Legal Counsel-Legal Fees $155 pr hr-based on est of 90 hrs WE 0400 $13,950 & 39 hrs WE 7300 $4,000

36 5050335 Postage/Delivery (various) 500 500 0Postage WE 1100 $100, WE 2100 $100, WE 7100 $100, WE 8100 $100 & WE 0400 $100

37 5050360Publications & Legal Notices - Public Notices/Special Advertising (various) 8,000 8,000 0

Required Public Hearing Notices WE 1100 $1k, WE 2101 $500, WE 4100 $500, WE 6100 $500, WE 8100 $3k, WE 8200 $1k & WE 0400 $1,500

38 5050370 Registration, Seminar, Training Fee (various) 11,770 11,770 0

Conference Registrations & Professional Development - WE 3518 $20, WE 3520 $500, WE 5100 $1k, WE 6100 $1k, WE 0400 $2,220 & WE 0600 $7,030

39 5050380Rental/Lease Costs - Bldgs (Mini-Storage) (various) 3,050 4,776 1,726

Off-site storage WE 0400 $725 & WE 9100 $725; WE 3520 $800 & WE 3540 $800; room rentals for public meetings $1,726 WE 9160

40 5050400 Rents & Leases - Equipment (Copier) (0400) 3,024 3,024 0Copier lease WE 0400 (5 yr lease beginning 7/1/14 @ $251.96 per mo)

41 5050430 Special Dept. Expenses (various) 144,000 144,000 0

Rideshare Back & Forth Club WE 3521 $55k, Call Box WE 9100 $80,000, Back & Forth Club for SLOCOG Employees WE 0600 $4k, Transit Pass/Punch Pass @ $30/mo & Bike Subsidy @ $20 pr mo WE 0600 $3,500, Plaques/awards WE 0600 $1,500

42 5050440 Telephone/Communications (0400) 19,185 19,185 0

Alpha Fire & Security (fire alarm monitoring) $450, AT&T (backup phone line, DSL & alarm) $1,200, Avaya (lease telephone equipment) $4.8k, WebX (telephone conferencing) $600, Confertel (hosting telephone meetings) $750, Norcast (formerly Blue Rooster) (phone & internet service) $10,910, Verizon Wireless (laptop & notebook wifi) $475 WE 0400

43 5050450 Travel Expenses (0500) 20,000 20,000 0 Est Travel Expenses WE 0500

44 5050465 Utilities - Electricity (0400) 7,000 7,000 0 Electricity WE 0400

45 5050470 Utilities - Gas (0400) 1,000 1,000 0 Gas WE 0400

46 5050475 Utilities - Other (Trash pick up) (0400) 330 330 0 Trash pick up WE 0400

47 5050480 Utilities - Water (0400) 2,200 2,200 0 Water WE 0400

48 5102010Inter-Dept Chgs-MCA-ITD Voice (SLO Co) (0400) 80 80 0 SLO County charges for telephone WE 0400

49 5102030Inter-Dept Chgs-MCA-Postage (SLO Co) (0400) 4,000 4,000 0 SLO County charges for postage WE 0400

50 5153200 Loan payment - Principal (0600) 30,847 30,847 0 Loan payment Principal WE 0600

51 5160200 Loan payment - Interest (0400) 41,873 41,873 0 Loan payment Interest WE 040052 7000000 Contingency (0600) 25,000 25,000 0 Contingency WE 0600

53 650,469 659,316 8,847

SLOCOG FY 2015/2016 Line-Item Budget - Expenses - Amendment No. 2 - October 7, 2015

TOTAL SALARIES

TOTAL SERVICES/SUPPLIES

2015 2016 BUDGET

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EXPENSES Continued Page 2 of 3



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2



1 5050005Carry Forward Indirect Costs (Admin/Mgmt Services) 115,211 115,211 0

Include Carry Forward Indirect Costs based on recommendation by Caltrans Audits & Investigations

2 115,211 115,211 0

3 Special/Capital Programs

4 5050415 Call Box Capital 102,213 97,213 (5,000)Call Box Capital (ADA upgrades & relocation of call boxes); moved $5,000 to professional for call box engineering

5 102,213 97,213 (5,000)

6 5050340 Consultant Services

7 PCT 1200 Performance Audits 37,392 37,392 0Contract for 3 Performance Audits-Atascadero Dial-A-Ride, Morro Bay & Ride-On Transportation

8

PCT 1300, 8300, 9100, 0150 & 0400 Fiscal Audits for YE 6/30/14 36,873 36,873 0

WE 1300 $19,807, WE 8300 $2,458, WE 9100 $2,458, WE 0150 $10,450 & WE 0400 $1,700, 3rd yr of 3 yr extension contract w/3.5% COLA: WE 1300-$8,131 SLORTA GPFS, $4,302 UCP (Ride On Transportation), $2,458 SLORTA Single Audit, $2,458 LTF & $2,458 STA; WE 0150 $6,761 SLOCOG GPFS, $3,689 SLOCOG Single Audit; WE 8300 $2,458 SHA; WE 9100 $2,458 SAFE & WE 0400 $1,700 GASB 68-increased requirement for reporting pensions

9 WE 2101 SBCAG 12,500 12,500 0 SBCAG SLO-Santa Maria Transit Plan Grant Match

10 WE 2421 Central Area Transit Transfer Center 5,000 5,000 0 Conceptual site design

11 WE 2426 Joint RTA & SLO Transit 7-Year Plan 109,559 110,279 720

Contract for Joint 7-Yr Plan-RTA & SLO Transit-Total contract $180,000 - FY 14/15 $69,721; FY 15/16 $110,279 (includes $7,747 contract retention from FY 14/15)

12 WE 3318 Regional Traffic Counts 7,500 7,500 0 Traffic counts

13 WE 3350 Regional Traffic Model 35,000 35,000 0 Traffic Model Maintenance

14 WE 3519 Vanpool Subsidy 50,000 50,000 0 Contract for Vanpool Provider (CMAQ); 14/15 carryover

15 WE 3520 Commuter Campaign 0 45,000 45,000Contract for Ride Amigos (moved $45k from WE 9151 to WE 3520)

16 WE 3535 JARC Mobility Management 25,000 33,157 8,157

Update Human Services Transportation Plan (carryover); Total Contract $49.966; FY 14/15 $16,809; FY 15/16 $33,157 (includes$1,868 contract retention from FY 14/15)

17 WE 3567 Safe Routes to School 0 10,000 10,000 MOU with Bike Coalition

18 WE 4110 Regional Growth Forecasts 0 0 0 Regional Growth Forecasts in FY 16/17

19 WE 5200Statewide Local Streets & Roads Needs Assessment 2,000 0 (2,000)

Formula RTPA contribution; taken off-the-top from allocation - removed from expense & revenue

20 WE 5320Federal Byway Grant - Highway 1 Community Gateway Signs 479,648 485,717 6,069 14/15 Carryover (w/carryover funding) corrected

21 WE 5330Federal Byway Grant - Highway 1 Byway and Interpretive Signs 133,246 150,201 16,955 14/15 Carryover (w/carryover funding) corrected

22 WE 6130Southern SLO County Regional Anza Trail Corridor Plan - SLO to Pismo Beach 10,000 60,637 50,637

Contract carryover w/ carryover funding (Com'ty Based Transportation Planning Grant); Total contract $130,000; FY 14/15 $69,363; FY 15/16 $60,637

23 WE 6210 EIR for Coast Daylight 9,500 62,789 53,289Carryover for add'l contract work; Total contract $544,365; through FY 14/15 $486,593; FY 15/16 $62,789

24 PCT 7100Network System Support, Website Hosting, Firewall & Warranty 39,000 39,000 0

$2,909 per month for flight plan w/Clever Ducks, $600 website hosting, $600 Firewall yearly maintenance, $600 server warranty, $2,292 computer installations WE 0400

25 PCT 7300 Public Opinion Poll (Step 1 Polling) 55,000 55,000 0 Carryover Public Opinion Poll

26 PCT 8100Information Systems Development (Licensing Fee) 26,200 26,200 0 Transinfo Project Tracking WE 8100 (Est'd 5% increase)

27 WE 9100 SAFE (Call Box) Engineering Support 5,000 10,000 5,000Engineering Support for Call Box Program; increased $5,000 from capital

28 WE 9151Telephone Operations/Website Operations, 511 & 211 Operations 85,800 10,800 (75,000)

New SAFE funded 511 support $25k & Ride Matching $60,800; moved $45k from WE 9151 to WE 3520; & moved $30,000 to Advertising

29 WE 9160Coastal Regional Sediment Management Plan 0 0 0

US Army Corps of Engineers & CA Natural Resources Agency Grant

30 PCY 0600 Rail Services Contract 10,000 10,000 0 Contract for Rail Legislative Support

31 PCY 0600Videotaping Board and Community 2050 meetings 8,400 8,400 0 Video taping Board meetings

32 PCY 0600 Board Member Stipend 9,750 9,750 0 Board approved Stipend for Members

33 PCY 0600 Mill Street Appraisal 2,000 2,000 0

34 PCY 0600Economic Development Data for Economic Forecast 2,000 2,000 0 Economic Data Yearly Update

35 1,196,368 1,315,195 118,827

36 Reserves

37 3250060Designated FB-Building (Building Improvement & Maintenance Fund) 0 0 0

Capital reserve for future building maintenance needs ($15k budgeted in 2009/10, 2010/11 & 2011/12; $13k in 2012/13; $15k in 2013/14 & 2014/15 for a total of $88k)

38 3250075Designated FB-Capital Equipment (Vehicle Replacement Reserve) 0 0 0

Equipment reserve for future vehicle replacement ($5k budgeted in 2014/15 for a total of $5,000)

39 5500030

Asset/equipment account (w/Vehicle Replacement Reserve and Beginning Fund Balance) 0 25,000 25,000

Per Exec Com 9/16/15 purchase replacement vehicle for end of life Prius

40 0 25,000 25,000

41 4,567,261 4,714,935 147,674TOTAL EXPENSESTOTAL CAPITAL PURCHASE/RESERVE

SLOCOG FY 2015/2016 Line-Item Budget - Expenses Cont'd. - Amendment No. 2 - October 7, 2015

CARRY FORWARD INDIRECT COSTS

TOTAL SPECIAL/CAPITAL PROGRAMS

TOTAL PROF. SERVICES

2015 2016 BUDGET

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REVENUE Pg. 3 of 3



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2



1 3350000Local Funds - Designated Fund (Beginning) Balance 111,025 130,908 19,883 Beginning Fund Balance

2 TDA - LTF 03 4200245 LTF Planning/Admin. 774,849 774,849 0 Direct TDA Allocation (Projected w/13% decrease)4 4200245 LTF 11,030 11,030 0 Rideshare Bicycle Safety (projected w/25.91% decrease)

5 4200245 LTF Performance Audits 37,392 37,392 0Contract for 3 Performance Audits - Atascadero Dial-A-Ride, Morro Bay & Ride On Transportation

6 RTF - Rural Transit Fund 07 4200245 RTF for SLOCOG 30,000 30,000 0 Rural Transit Regional Planning

8 4200245 RTF for Match 12,500 12,500 0Provide match to SBCAG grant for the SLO - Santa Maria Transit Plan

9 TDA - STA 010 4200030 STA/LTF 235,000 235,000 0 $235k STA Allocation to support TDM & Transit Reporting11 All Grants 0

12 4250105 FTA 5303 (WE 2100) 100,062 100,062 0Formula Grant to SLOCOG (rec'd range 10/7/13-$95k to $96,203); match provided with Toll Credits

13 4250105FTA 5304 - Joint SLORTA & SLO Transit 7-Year Plan (WE 2426) 91,462 92,193 731

Carryover FTA Section 5304 grant - Total grant $150k; FY 14/15 $57,806 & FY 15/16 $92,193

14 4250105Congestion Mitigation Air Quality (CMAQ) (WE 3518) 215,000 198,351 (16,649)

Employer Commute Outreach wCMAQ 15/16 allocation $150,000, plus 20% increase $30,000, plus carryover $18,351

15 4250105Congestion Mitigation Air Quality (CMAQ) (WE 3519) 50,000 50,000 0

Vanpool Subsidy w/CMAQ 14/15 allocation $50,000 carryover into 15/16; 15/16 allocation $50,000 carryover into 16/17

16 4250105FTA Sec. 5316 - JARC/Mobility Management Cycle 7 (WE 3535) 84,500 75,755 (8,745)

JARC Mobility Management - Total Cycle 7 (match w/Toll Credits) $118k - FY 2014/15 $43,163 & 2015/16 $75,755; Oct 2014 to Sept 2015

17 4250105FTA Sec. 5310 - Mobility Management (WE 3536) 58,918 58,911 (7)

Newly awarded FTA 5310 Grant - $88,918 - $71,134 grant & $17,784 toll credits - $58,911 budgeted in FY 15/16 & $30,007 budgeted in FY 16/17

18 4250105STIP TE Safe Routes to School (SRTS) (WE 3566) 15,000 31,104 16,104

State Transportation Improvement Program (STIP) - Transportation Enhancement (TE) - Total Grant $195k (match provided with Toll Credits); FY 12/13 $13,556, FY 13/14 to $86,913, FY 14/15 $63,428 & FY 15/16 $31,104

19 4200105

Prop. 84 for Strategic Growth Council (State Grant for Sustainable Communities-RTP/SCS & Regional Housing WE 4966) 28,266 36,348 8,082

Total Grant $333,716 (no match requirement); FY 12/13 $35,380, est FY 13/14 $139,695, FY 14/15 $122,293 & FY 15/16 $36,348

20 4250105Federal Byway Grant - Highway 1 Community Gateway Signs (WE 5320) 179,468 185,537 6,069

Fed Byway Grant Hwy 1 Community Gateway Signs - Total grant $304,000, match $81,006 (78.96% grant/21.04% match); Through FY 14/15 Grant $118,463, match $31,566

21 4250105Federal Byway Grant - Highway 1 Byway Interpretive Signs (WE 5330) 114,708 120,161 5,453

Fed Byway Grant Hwy 1 Interpretive Signs - Total grant $312,000, SHA match $78,000 (80% grant/20% match); Through FY 14/15 Grant $191,838, match $47,960

22 4200105

Southern SLO County Regional Anza Trail Corridor Plan - SLO to Pismo Beach (WE 6130) Community-Based Transportation Planning Grant 22,763 68,808 46,045

So County Anza Trail - Total Grant $150k, match $16,678 (90% grant/10% match); FY 13/14 $836, match $92; FY 14/15 $80,356, match $8,941); 15/16 grant $68,808, match $7,645

23 4250105Federal Rail Administration (FRA) for EIR Coast Daylight (WE 6210) 0 0 0 FRA fully reimbursed in FY 2013/14

24 4200170Public Transportation Account (PTA) for EIR Coast Daylight (WE 6210) 11,000 57,051 46,051 Carryover additional revenue for additional contract

25 4200105California Natural Resources Agency (WE 9160) 42,500 58,936 16,436

Coastal Regional Sediment Management Plan in coordination with US Army Corps of Engineers & CA Natural Resources Agency; Total grant $85,000; FY 14/15 $26,064; FY 15/16 $58,936

26 4250105 Federal PL Funds (WEs - various) 776,684 776,684 0 Formula grant to SLOCOG27 Regional SHA Funds 028 4200170 SHA Administration 90,000 90,000 0 SHA Agreements, Exchanges, Monitoring 29 4200170 SHA for Traffic Model 35,000 35,000 0 Programmed SHA30 4200170 SHA for Regional Traffic Counts 7,500 7,500 0 Programmed SHA31 4200170 SHA for Regional Growth Projections 7,500 7,500 0 Programmed SHA32 4200170 SHA for Active Transportation Planning 80,000 80,000 0 Programmed SHA

33 4200170 SHA for PSR/PID 320,000 320,000 0

Total SHA programmed 12/3/14 for PSR/PID $490k plus previously programmed $160k totals $650k; $320k in 15/16 for PID/PSR planning, programming & SRTS & $80k to FY 16/17 (SHA spreadsheet has PSR/PID contract for $150k in FY 14/15 & $100k in FY 15/16)

34 4200170SHA for So Co Anza Trail - SLO to Pismo Beach Regional Trail Master Plan 2,276 7,645 5,369

Grant Match Total $16,678; actual FY 13/14 $92, FY 14/15 $8,941, FY 15/16 $7,645

35 4200170 SHA for Gateway Monument (WE 5320) 99,000 99,000 0 Carryover SHA for Gateway

36 4200170Statewide Local Streets & Roads Needs Assessment 2,000 0 (2,000)

SHA - Formula RTPA Contribution; allocation taken off-the-top - removed from revenue & expense

37 RTIP Funds 038 4200105 RTIP (PPM) Admin. Funds 218,000 218,000 0 STIP Planning, Programming, and Monitoring (PPM) funds39 DMV/Call Box Funds (SAFE) 0

40 4200170DMV $1/Call Box program plus carryover (SAFE WE 9100) 234,369 234,124 (245) Call Box Program

41 4200170DMV/Call Box Funds (SAFE) for 511 Traveler Information & Ride Matching 200,800 200,699 (101)

511 maintenance & development WE 9151 & Ride Matching WE 3520

42 Other Revenue 043 4250105 CalACT Reimbursement 800 800 0 FTA 5311 Funds from CalACT

44 4550065 RTA and SLO Transit Cash Match (WE 2426) 18,292 18,390 98Carryover - Total match $30k; FY 14/15 $11,610 & FY 15/16 $18,390

45 4550065SLO City, SLO County & San Simeon Private Donation (WE 5320) 175,000 175,000 0

Carryover SLO City $125k, SLO County $40k & San Simeon Private Donation $10k Gateway Monument contribution

46 4300005 Cooperative Agreements (Rideshare) 5,000 5,000 0 Rideshare Cooperative Agreements47 4300005 Sponsorships (SLOCOG/Rideshare) 5,000 5,000 0 SLOCOG/Rideshare Sponsorships

48 4550000Commute Plus/Back & Forth Club (Rideshare) 55,000 55,000 0 Back & Forth Club

49 4150000 Interest Earned 2,500 2,500 049 4550065 Other Revenue 1,000 1,000 0 Doc. Sales + misc.

50 3250075Designated Fund Balance for capital equipment (vehicle purchase) 0 5,000 5,000 Vehicle purchase using designated reserves.

51 4,561,164 4,708,738 147,574

52 4550120 RTA In-Kind (WE 2425) 0 0 0 Completed in FY 2014/15

53 4550120 RTA/SLO Transit In-Kind (WE 2426) 6,097 6,197 100

Carryover In-Kind for RTA & SLO Transit 7-Year Plan, Section 5304 Grant, In-Kind Match total $10,000 (50% RTA & 50% SLO Transit); FY 14/15 $3,803 & FY 15/16 $6,197

54 4,567,261 4,714,935 147,674

SLOCOG FY 2015/2016 Line-Item Budget - Revenue - Amendment No. 2 - October 7, 2015

TOTAL REVENUE

TOTAL REVENUE WITH IN-KIND

2015 2016 BUDGET

of 94

2015/16 Program Budget - Amendment No. 2 - 10/7/15

STAFF DAYS STAFF COST

SERVS. & SUPP.

PROF. SERVICES

SPECIAL/ CAPITAL

PROGRAMS DIRECT COSTS IndirectSTAFF W/ INDIRECT

IN-KIND SERVICES

TOTAL EXPENSES

WE # DESCRIPTION

1100 TDA Fund Allocation and Administration 132 51,216 10,315 0 0 61,531 30,374 81,589 0 91,9041200 Performance Audits 29 12,860 0 37,392 0 50,252 7,626 20,486 0 57,8781300 Fiscal and Compliance Audits 13 5,355 0 19,807 0 25,162 3,176 8,531 0 28,3381000 TDA ADMINISTRATION 174 69,431 10,315 57,199 0 136,945 41,176 110,607 0 178,121

2100 Transit Planning and Coordination 138 62,686 200 0 0 62,886 37,176 99,862 0 100,062

2101Transit Programming, Monitoring & Reporting 82 36,455 600 12,500 0 49,555 21,620 58,074 0 71,174

2102

Grant Awarded to Ride-On Transportation to Review Coordinated Technology Options 7 3,722 0 0 0 3,722 2,207 5,929 0 5,929

2421SLO Coordinated Transit Center (Carryover) 21 10,906 0 5,000 0 15,906 6,468 17,373 0 22,373

2426Joint RTA & SLO Transit 7-Year Plan (Carryover) 8 4,081 0 110,279 0 114,360 2,420 6,502 0 116,781

2000TRANSIT PLANNING, COORDINATION & PROGRAMMING 255 117,849 800 127,779 0 246,428 69,891 187,740 0 316,319

3200 ITS Development and Deployment 19 7,939 0 0 0 7,939 4,709 12,648 0 12,648

3310 Data Development & Data Management 113 47,756 100 0 47,856 28,322 76,078 0 76,1783318 Regional Traffic Counts 11 5,123 0 7,500 0 12,623 3,038 8,161 0 15,6613330 GIS Services 59 27,122 1,900 0 0 29,022 16,085 43,207 0 45,107

3340Regional Land Use Modeling & Development 46 21,232 0 0 0 21,232 12,592 33,823 0 33,823

3350Regional Traffic Modeling & Development 82 38,414 0 35,000 0 73,414 22,781 61,195 0 96,195

3360 Air Quality Modeling & Development 43 19,036 0 0 0 19,036 11,289 30,326 0 30,3263400 Goods Movement 12 6,461 0 0 0 6,461 3,831 10,292 0 10,292

3000DATA SERVICES, FORECASTING & MODELING 384 173,083 2,000 42,500 0 217,583 102,647 275,730 0 320,230

3510 Rideshare Public Outreach 29 11,043 18,669 0 0 29,712 6,549 17,593 0 36,262

3518Employer Commute Program-Back N Forth Club (CMAQ) (Carryover) 337 110,962 21,617 0 132,579 65,806 176,769 0 198,386

3519Vanpool Subsidy Program-CMAQ (Carryover) 0 0 0 50,000 0 50,000 0 0 0 50,000

3520 Commuter Campaign 47 16,734 34,070 45,000 0 95,804 9,924 26,659 0 105,7293521 Employer Incentive Program 22 5,858 55,000 0 0 60,858 3,474 9,332 0 64,3323522 Online Bus Pass Purchases 4 1,197 0 0 0 1,197 710 1,907 0 1,9073531 Youth Ride Free Summer Program 9 3,309 0 0 0 3,309 1,962 5,271 0 5,271

3535JARC Mobility Management (Cycle 7) (Carryover) 54 18,773 12,712 33,157 0 64,642 11,133 29,906 0 75,775

3536Senior & Disabled Mobility Management (FTA 5310) 78 27,574 14,985 0 0 42,559 16,353 43,926 0 58,911

3540Rideshare Bicycle Program Advocacy and Promotion 7 2,533 19,400 0 0 21,933 1,502 4,036 0 23,436

3566 Safe Routes to School (STIP TE ) 59 19,331 328 0 0 19,659 11,464 30,796 0 31,1243567 Safe Routes to School (SHA) 48 19,269 20,169 10,000 0 49,438 11,428 30,697 0 60,8663570 Rideshare Administration 41 17,489 2,000 0 0 19,489 10,372 27,861 0 29,8613500 REGIONAL RIDESHARE 735 254,073 198,950 138,157 0 591,180 150,679 404,752 0 741,859

4100 RTP Amendments 13 6,122 1,900 0 0 8,022 3,631 9,753 0 11,6534110 Regional Growth Forecasts 22 10,139 0 0 0 10,139 6,013 16,152 0 16,152

4200Intergovernmental Review, Coordination and Support 104 46,737 0 0 0 46,737 27,718 74,455 0 74,455

4000REGIONAL TRANSPORTATION PLANNING 139 62,999 1,900 0 0 64,899 37,362 100,360 0 102,260

4966

Strategic Growth Council - Prop 84 Sustainable Communities (RTP/SCS & Regional Housing) 65 32,511 3,837 0 0 36,348 19,281 51,792 0 55,629

4966

STRATEGIC GROWTH COUNCIL - PROP 84 SUSTAINABLE COMMUNITIES/RTP/SCS & REGIONAL HOUSING 65 32,511 3,837 0 0 36,348 19,281 51,792 0 55,629

5100Surface Transportation Planning and Coordination 145 64,830 1,100 0 0 65,930 38,447 103,277 0 104,377

5200Project Initiation Document/Project Study Coordination 165 80,318 100 0 0 80,418 47,633 127,951 0 128,051

5000

HIGHWAYS, CORRIDORS, AND ROUTES OF REGIONAL SIGNIFICANCE 309 145,148 1,200 0 0 146,348 86,080 231,228 0 232,428

5320Highway 1 Gateway Monuments Program (Carryover) 0 0 0 485,717 0 485,717 0 0 0 485,717

5330Highway 1 Scenic Byway Interpretive Signage Program (Carryover) 0 0 0 150,201 0 150,201 0 0 0 150,201

5300ROUTE 1 SLO NORTH COAST SCENIC BYWAY PROGRAM 0 0 0 635,918 0 635,918 0 0 0 635,918

6100Active Transportation (Bike/Ped's.) Planning & Coordination 119 47,353 1,700 0 0 49,053 28,083 75,435 0 77,135

6160Park & Ride Lot Facilitation & Improvement 39 16,451 0 0 0 16,451 9,756 26,208 0 26,208

6200 Rail Service Planning 111 65,445 100 0 0 65,545 38,812 104,257 0 104,3576210 EIR for Coast Daylight 1 968 0 62,789 0 63,757 574 1,542 0 64,3316300 Aviation Transportation Planning 12 5,705 0 0 0 5,705 3,383 9,088 0 9,0886450 Maritime Transportation Planning 2 1,076 0 0 0 1,076 638 1,714 0 1,714

6500Reduce Vehicle Miles Traveled (VMT) & Enhance Travel Services 31 12,982 100 0 0 13,082 7,699 20,682 0 20,782

6000INTEGRATION WITH ALL MODES OF TRANSPORTATION 315 149,979 1,900 62,789 0 214,668 88,945 238,925 0 303,614

6130South County Anza Trail Corridor Plan - SLO to Pismo Beach 23 9,954 0 60,637 0 70,591 5,903 15,857 0 76,494

6130

SOUTH COUNTY ANZA TRAIL CORRIDOR PLAN - SLO TO PISMO BEACH 23 9,954 0 60,637 0 70,591 5,903 15,857 0 76,494

7100 Public Participation 543 200,498 9,086 39,000 0 248,584 118,906 319,404 0 367,4907200 Interagency Coordination 36 22,071 0 0 0 22,071 13,089 35,160 0 35,160

7300Assess Revenue Augmentation (Step 1: Polling) 94 54,461 4,000 55,000 0 113,461 32,298 86,758 0 145,758

7000PUBLIC PARTICIPATION & INTERAGENCY COORDINATION 674 277,030 13,086 94,000 0 384,116 164,293 441,322 0 548,408

8100Federal Transportation Improvement Program 71 37,107 3,200 26,200 0 66,507 22,006 59,113 0 88,513

8200 STIP (STIP, ITIP, RTIP, HP) 174 80,917 1,600 0 0 82,517 47,988 128,905 0 130,505

8300

Surface Transportation Program (STP), State Highway Account (SHA), and Transportation Alternatives Program (TAP) Administration 100 47,585 1,000 2,458 0 51,043 28,220 75,805 0 79,263

8400Project and Financial Information Systems Development 30 12,177 0 0 0 12,177 7,222 19,399 0 19,399

8600 Project Administration 89 34,623 0 0 0 34,623 20,533 55,156 0 55,156

8000PROGRAMMING, DELIVERY, AND FINANCIAL MANAGEMENT 463 212,409 5,800 28,658 0 246,867 125,969 338,378 0 372,836

9100 Motorist Aid - Call Box Program 65 26,822 81,725 12,458 97,213 218,218 15,907 42,728 0 234,124

9151511 Ridesharing and Traveler Information Telephone System (SAFE) 86 34,018 29,977 10,800 0 74,795 20,175 54,193 0 94,970

9160Coastal Regional Sediment Management Plan (Carryover) 64 34,657 3,726 0 0 38,383 20,553 55,210 0 58,936

9000 SPECIAL SERVICES 216 95,497 115,428 23,258 97,213 331,396 56,635 152,132 0 388,031

0100OWP and Budget Development and Maintenance 261 107,281 100 0 0 107,381 63,623 170,904 0 171,004

0100OWP AND BUDGET DEVELOPMENT AND MAINTENANCE 261 107,281 100 0 0 107,381 63,623 170,904 0 171,004

TOTAL DIRECT 4,013 1,707,244 355,316 1,270,895 97,213 3,430,668 1,012,483 2,719,727 0 4,443,151

0150 Fiscal Audits 27 12,038 0 10,450 00300 Legislative Analysis 22 10,267 260 0 00400 Agency Administration and Support 304 296,178 166,389 1,700 00450 Paid Time Off 1,047 469,896 0 0 0

0150 - 0450

AGENCY PROGRAM DEVELOPMENT AND ADMINISTRATION - TOTAL INDIRECT 1,399 788,379 166,649 12,150 0 0 0 0 0 0

TOTAL DIRECT AND INDIRECT 5,413 2,495,623 521,965 1,283,045 97,213 3,430,668 1,012,483 2,719,727 0 4,443,1510500 Travel 0 0 31,980 0 0 31,980 31,9800600 Stipends/Other/Vehicle Purchase 0 0 105,371 32,150 25,000 162,521 162,5210700 Legislative Advocacy 4 1,971 0 0 1,971 1,9710750 Census Data Center 13 5,406 0 0 0 5,406 5,406

Contingency 0 0 0 0 0 0Indirect cost rate % applied FY 13/14 vs FY 15/16 budgeted indirect costs 69,906 69,906

10000 TOTAL AGENCY ADMINISTRATION 17 7,377 137,351 32,150 25,000 271,784 0 0 0 271,783

GRAND TOTAL 5,430 2,503,000 659,316 1,315,195 122,213 3,702,452 1,012,483 2,719,727 0 4,714,935

SLOCOG 2015/16 PROGRAM BUDGET - EXPENSES AMENDMENT NO. 2 - October 7, 2015 (Page 1)

2015 2016 BUDGET1516 Prog Bud Amend 2

of 94


WE # DESCRIPTION

1100 TDA Fund Allocation and Administration1200 Performance Audits1300 Fiscal and Compliance Audits1000 TDA ADMINISTRATION

2100 Transit Planning and Coordination

2101Transit Programming, Monitoring & Reporting

2102

Grant Awarded to Ride-On Transportation to Review Coordinated Technology Options

2421SLO Coordinated Transit Center (Carryover)

2426Joint RTA & SLO Transit 7-Year Plan (Carryover)

2000TRANSIT PLANNING, COORDINATION & PROGRAMMING

3200 ITS Development and Deployment

3310 Data Development & Data Management3318 Regional Traffic Counts3330 GIS Services

3340Regional Land Use Modeling & Development

3350Regional Traffic Modeling & Development

3360 Air Quality Modeling & Development3400 Goods Movement

3000DATA SERVICES, FORECASTING & MODELING

3510 Rideshare Public Outreach

3518Employer Commute Program-Back N Forth Club (CMAQ) (Carryover)

3519Vanpool Subsidy Program-CMAQ (Carryover)

3520 Commuter Campaign3521 Employer Incentive Program3522 Online Bus Pass Purchases3531 Youth Ride Free Summer Program

3535JARC Mobility Management (Cycle 7) (Carryover)

3536Senior & Disabled Mobility Management (FTA 5310)

3540Rideshare Bicycle Program Advocacy and Promotion

3566 Safe Routes to School (STIP TE )3567 Safe Routes to School (SHA)3570 Rideshare Administration3500 REGIONAL RIDESHARE

4100 RTP Amendments4110 Regional Growth Forecasts

4200Intergovernmental Review, Coordination and Support

4000REGIONAL TRANSPORTATION PLANNING

4966

Strategic Growth Council - Prop 84 Sustainable Communities (RTP/SCS & Regional Housing)

4966

STRATEGIC GROWTH COUNCIL - PROP 84 SUSTAINABLE COMMUNITIES/RTP/SCS & REGIONAL HOUSING

5100Surface Transportation Planning and Coordination

5200Project Initiation Document/Project Study Coordination

5000

HIGHWAYS, CORRIDORS, AND ROUTES OF REGIONAL SIGNIFICANCE

5320Highway 1 Gateway Monuments Program (Carryover)

5330Highway 1 Scenic Byway Interpretive Signage Program (Carryover)

5300ROUTE 1 SLO NORTH COAST SCENIC BYWAY PROGRAM

6100Active Transportation (Bike/Ped's.) Planning & Coordination

6160Park & Ride Lot Facilitation & Improvement

6200 Rail Service Planning6210 EIR for Coast Daylight6300 Aviation Transportation Planning6450 Maritime Transportation Planning

6500Reduce Vehicle Miles Traveled (VMT) & Enhance Travel Services

6000INTEGRATION WITH ALL MODES OF TRANSPORTATION

6130South County Anza Trail Corridor Plan - SLO to Pismo Beach

6130

SOUTH COUNTY ANZA TRAIL CORRIDOR PLAN - SLO TO PISMO BEACH

7100 Public Participation 7200 Interagency Coordination

7300Assess Revenue Augmentation (Step 1: Polling)

7000PUBLIC PARTICIPATION & INTERAGENCY COORDINATION

8100Federal Transportation Improvement Program

8200 STIP (STIP, ITIP, RTIP, HP)

8300

Surface Transportation Program (STP), State Highway Account (SHA), and Transportation Alternatives Program (TAP) Administration

8400Project and Financial Information Systems Development

8600 Project Administration

8000PROGRAMMING, DELIVERY, AND FINANCIAL MANAGEMENT

9100 Motorist Aid - Call Box Program

9151511 Ridesharing and Traveler Information Telephone System (SAFE)

9160Coastal Regional Sediment Management Plan (Carryover)

9000 SPECIAL SERVICES

0100OWP and Budget Development and Maintenance

0100OWP AND BUDGET DEVELOPMENT AND MAINTENANCE

TOTAL DIRECT

0150 Fiscal Audits0300 Legislative Analysis0400 Agency Administration and Support0450 Paid Time Off

0150 - 0450

AGENCY PROGRAM DEVELOPMENT AND ADMINISTRATION - TOTAL INDIRECT

TOTAL DIRECT AND INDIRECT0500 Travel0600 Stipends/Other/Vehicle Purchase0700 Legislative Advocacy0750 Census Data Center

ContingencyIndirect cost rate % applied FY 13/14 vs FY 15/16 budgeted indirect costs

10000 TOTAL AGENCY ADMINISTRATION

GRAND TOTAL

Local - LTF (TDA)

Local - FUND BALANCE & RESERVES

Local - STA/LTF,

INTEREST & OTHER FTA 5303 FTA 5304 CMAQ

SEC 5316 JARC/

MOBILITY MGT. w/TOLL

CREDITS

SEC 5310 - SENIOR & DISABLED

MOBILITY MGT w/TOLL

CREDITS

STIP TE - SAFE ROUTES TO

SCHOOL SGC PROP. 84FEDERAL BYWAY

COMMUNITY-BASED TRANSPOR-TATION PLANNING

WE #

1100 91,904 0 0 0 0 0 0 0 0 0 0 01200 20,486 0 37,392 0 0 0 0 0 0 0 0 01300 28,338 0 0 0 0 0 0 0 0 0 0 01000 140,729 0 37,392 0 0 0 0 0 0 0 0 0

2100 (0) 0 0 100,062 0 0 0 0 0 0 0 0

2101 42,460 0 28,714 0 0 0 0 0 0 0 0 0

2102 5,929 0 0 0 0 0 0 0 0 0 0 0

2421 22,373 0 0 0 0 0 0 0 0 0 0 0

2426 1 0 18,390 0 92,193 0 0 0 0 0 0 0

2000 70,763 0 47,104 100,062 92,193 0 0 0 0 0 0 0

3200 0 0 0 0 0 0 0 0 0 0 0 0

3310 0 0 0 0 0 0 0 0 0 0 0 03318 (0) 0 0 0 0 0 0 0 0 0 0 03330 300 0 0 0 0 0 0 0 0 0 0 0

3340 33,823 0 0 0 0 0 0 0 0 0 0 0

3350 0 0 0 0 0 0 0 0 0 0 0 03360 30,326 0 0 0 0 0 0 0 0 0 0 03400 675 0 0 0 0 0 0 0 0 0 0 0

3000 65,124 0 0 0 0 0 0 0 0 0 0 0

3510 (0) 0 31,262 0 0 0 0 0 0 0 0 0

3518 35 0 0 0 0 198,351 0 0 0 0 0 0

3519 0 0 0 0 0 50,000 0 0 0 0 0 03520 (0) 0 0 0 0 0 0 0 0 0 0 03521 (0) 0 9,332 0 0 0 0 0 0 0 0 03522 0 0 1,907 0 0 0 0 0 0 0 0 03531 1 0 5,270 0 0 0 0 0 0 0 0 0

3535 15 0 5 0 0 0 75,755 0 0 0 0 0

3536 0 0 0 0 0 0 0 58,911 0 0 0 0

3540 (0) 0 23,436 0 0 0 0 0 0 0 0 03566 20 0 0 0 0 0 0 0 31,104 0 0 03567 (0) 0 0 0 0 0 0 0 0 0 0 03570 0 0 24,861 0 0 0 0 0 0 0 0 03500 70 0 96,073 0 0 248,351 75,755 58,911 31,104 0 0 0

4100 0 0 0 0 0 0 0 0 0 0 0 04110 0 0 0 0 0 0 0 0 0 0 0 0

4200 0 0 0 0 0 0 0 0 0 0 0 0

4000 0 0 0 0 0 0 0 0 0 0 0 0

4966 19,281 0 0 0 0 0 0 0 0 36,348 0 0

4966 19,281 0 0 0 0 0 0 0 0 36,348 0 0

5100 (0) 0 0 0 0 0 0 0 0 0 0 0

5200 0 0 0 0 0 0 0 0 0 0 0 0

5000 (0) 0 0 0 0 0 0 0 0 0 0 0

5320 26,180 0 0 0 0 0 0 0 0 0 185,537 0

5330 25,211 0 0 0 0 0 0 0 0 0 120,161 0

5300 51,391 0 0 0 0 0 0 0 0 0 305,698 0

6100 0 0 0 0 0 0 0 0 0 0 0 0

6160 (0) 0 0 0 0 0 0 0 0 0 0 06200 104,357 0 0 0 0 0 0 0 0 0 0 06210 7,280 0 0 0 0 0 0 0 0 0 0 06300 9,088 0 0 0 0 0 0 0 0 0 0 06450 1,714 0 0 0 0 0 0 0 0 0 0 0

6500 (0) 0 0 0 0 0 0 0 0 0 0 0

6000 122,438 0 0 0 0 0 0 0 0 0 0 0

6130 41 0 0 0 0 0 0 0 0 0 0 68,808

6130 41 0 0 0 0 0 0 0 0 0 0 68,808

7100 0 0 0 0 0 0 0 0 0 0 0 07200 0 0 0 0 0 0 0 0 0 0 0 0

7300 0 0 145,758 0 0 0 0 0 0 0 0 0

7000 0 0 145,758 0 0 0 0 0 0 0 0 0

8100 192 0 0 0 0 0 0 0 0 0 0 08200 826 0 0 0 0 0 0 0 0 0 0 0

8300 0 0 0 0 0 0 0 0 0 0 0 0

8400 19,399 0 0 0 0 0 0 0 0 0 0 08600 0 0 0 0 0 0 0 0 0 0 0 0

8000 20,417 0 0 0 0 0 0 0 0 0 0 0

9100 0 0 0 0 0 0 0 0 0 0 0 0

9151 (0) 0 0 0 0 0 0 0 0 0 0 0

9160 0 0 0 0 0 0 0 0 0 0 0 09000 1 0 0 0 0 0 0 0 0 0 0 0

0100 171,004 0 0 0 0 0 0 0 0 0 0 0

0100 171,004 0 0 0 0 0 0 0 0 0 0 0

661,258 0 326,327 100,062 92,193 248,351 75,755 58,911 31,104 36,348 305,698 68,808

015003000400

0150 - 0450 0 0 0 0 0 0 0 0 0 0 0 0

661,258 0 326,327 100,062 92,193 248,351 75,755 58,911 31,104 36,348 305,698 68,8080500 31,980 0 00600 4,328 135,908 22,2850700 1,971 0 00750 5,406 0 0

0 0 0 0

69,906 0 0

113,590 135,908 22,285 0 0 0 0 0 0 0 0 0

774,849 135,908 348,612 100,062 92,193 248,351 75,755 58,911 31,104 36,348 305,698 68,808

SLOCOG 2015/16 PROGRAM BUDGET - REVENUESAMENDMENT NO. 2 - October 7, 2015 (Page 2)


of 94


WE # DESCRIPTION

1100 TDA Fund Allocation and Administration1200 Performance Audits1300 Fiscal and Compliance Audits1000 TDA ADMINISTRATION

2100 Transit Planning and Coordination

2101Transit Programming, Monitoring & Reporting

2102


2421SLO Coordinated Transit Center (Carryover)

2426Joint RTA & SLO Transit 7-Year Plan (Carryover)

2000TRANSIT PLANNING, COORDINATION & PROGRAMMING

3200 ITS Development and Deployment

3310 Data Development & Data Management3318 Regional Traffic Counts3330 GIS Services

3340Regional Land Use Modeling & Development

3350Regional Traffic Modeling & Development

3360 Air Quality Modeling & Development3400 Goods Movement

3000DATA SERVICES, FORECASTING & MODELING

3510 Rideshare Public Outreach

3518Employer Commute Program-Back N Forth Club (CMAQ) (Carryover)

3519Vanpool Subsidy Program-CMAQ (Carryover)

3520 Commuter Campaign3521 Employer Incentive Program3522 Online Bus Pass Purchases3531 Youth Ride Free Summer Program

3535JARC Mobility Management (Cycle 7) (Carryover)

3536Senior & Disabled Mobility Management (FTA 5310)

3540Rideshare Bicycle Program Advocacy and Promotion

3566 Safe Routes to School (STIP TE )3567 Safe Routes to School (SHA)3570 Rideshare Administration3500 REGIONAL RIDESHARE

4100 RTP Amendments4110 Regional Growth Forecasts

4200Intergovernmental Review, Coordination and Support

4000REGIONAL TRANSPORTATION PLANNING

4966

Strategic Growth Council - Prop 84 Sustainable Communities (RTP/SCS & Regional Housing)

4966

STRATEGIC GROWTH COUNCIL - PROP 84 SUSTAINABLE COMMUNITIES/RTP/SCS & REGIONAL HOUSING

5100Surface Transportation Planning and Coordination

5200Project Initiation Document/Project Study Coordination

5000

HIGHWAYS, CORRIDORS, AND ROUTES OF REGIONAL SIGNIFICANCE

5320Highway 1 Gateway Monuments Program (Carryover)

5330Highway 1 Scenic Byway Interpretive Signage Program (Carryover)

5300ROUTE 1 SLO NORTH COAST SCENIC BYWAY PROGRAM

6100Active Transportation (Bike/Ped's.) Planning & Coordination

6160Park & Ride Lot Facilitation & Improvement

6200 Rail Service Planning6210 EIR for Coast Daylight6300 Aviation Transportation Planning6450 Maritime Transportation Planning

6500Reduce Vehicle Miles Traveled (VMT) & Enhance Travel Services

6000INTEGRATION WITH ALL MODES OF TRANSPORTATION

6130South County Anza Trail Corridor Plan - SLO to Pismo Beach

6130

SOUTH COUNTY ANZA TRAIL CORRIDOR PLAN - SLO TO PISMO BEACH

7100 Public Participation 7200 Interagency Coordination

7300Assess Revenue Augmentation (Step 1: Polling)

7000PUBLIC PARTICIPATION & INTERAGENCY COORDINATION

8100Federal Transportation Improvement Program

8200 STIP (STIP, ITIP, RTIP, HP)

8300

Surface Transportation Program (STP), State Highway Account (SHA), and Transportation Alternatives Program (TAP) Administration

8400Project and Financial Information Systems Development

8600 Project Administration

8000PROGRAMMING, DELIVERY, AND FINANCIAL MANAGEMENT

9100 Motorist Aid - Call Box Program

9151511 Ridesharing and Traveler Information Telephone System (SAFE)

9160Coastal Regional Sediment Management Plan (Carryover)

9000 SPECIAL SERVICES

0100OWP and Budget Development and Maintenance

0100OWP AND BUDGET DEVELOPMENT AND MAINTENANCE

TOTAL DIRECT

0150 Fiscal Audits0300 Legislative Analysis0400 Agency Administration and Support0450 Paid Time Off

0150 - 0450

AGENCY PROGRAM DEVELOPMENT AND ADMINISTRATION - TOTAL INDIRECT

TOTAL DIRECT AND INDIRECT0500 Travel0600 Stipends/Other/Vehicle Purchase0700 Legislative Advocacy0750 Census Data Center

ContingencyIndirect cost rate % applied FY 13/14 vs FY 15/16 budgeted indirect costs

10000 TOTAL AGENCY ADMINISTRATION

GRAND TOTAL

PUBLIC TRANS

ACCOUNT

US Army Corp of

Eng's & CA Natural

Resources Agency Local - SHA

Local - RTIP (PPM)

Local - SAFE/ CALL

BOX

Local -SLOCOG & RIDESHARE COOP

AGREEMENTS/ SPONSOR-

SHIPS/BACK N FORTH CLUB/ PRIVATE

DONATIONSFHWA PL

FUNDSTOTAL

REVENUE GRANT %

CARRY-OVER

GRANT %TOLL CREDITS

(5303 & PL) IN-KIND

TOTAL REVENUE WITH

IN-KIND

WE #

1100 0 0 0 0 0 0 0 91,904 0.00 0 91,9041200 0 0 0 0 0 0 0 57,878 0.00 0 57,8781300 0 0 0 0 0 0 0 28,338 0.00 0 28,3381000 0 0 0 0 0 0 0 178,121 0.00 0 178,121

2100 0 0 0 0 0 0 0 100,062 100.00% 0.00% 11,477.11 0 100,062

2101 0 0 0 0 0 0 0 71,174 0.00 0 71,174

2102 0 0 0 0 0 0 0 5,929 0.00 0 5,929

2421 0 0 0 0 0 0 0 22,373 0.00 0 22,373

2426 0 0 0 0 0 0 0 110,584 78.95% 0.00 6,197 116,781

2000 0 0 0 0 0 0 0 310,122 11,477.11 6,197 316,319

3200 0 0 0 0 0 0 12,648 12,648 100.00% 1,450.73 0 12,648

3310 0 0 0 0 0 0 76,178 76,178 100.00% 8,737.62 0 76,1783318 0 0 15,661 0 0 0 0 15,661 0.00 0 15,6613330 0 0 44,807 0 0 0 0 45,107 0.00 0 45,107

3340 0 0 0 0 0 0 0 33,823 0.00 0 33,823

3350 0 0 0 0 0 0 96,195 96,195 100.00% 11,033.57 96,1953360 0 0 0 0 0 0 0 30,326 0.00 0 30,3263400 0 0 0 0 0 0 9,617 10,292 93.44% 1,103.07 0 10,292

3000 0 0 60,468 0 0 0 194,638 320,230 22,324.99 0 320,230

3510 0 0 0 0 0 5,000 0 36,262 0.00 0 36,262

3518 0 0 0 0 0 0 0 198,386 0.00 0 198,386

3519 0 0 0 0 0 0 0 50,000 0.00 0 50,0003520 0 0 0 0 105,729 0 0 105,729 0.00 0 105,7293521 0 0 0 0 0 55,000 0 64,332 0.00 0 64,3323522 0 0 0 0 0 0 0 1,907 0.00 0 1,9073531 0 0 0 0 0 0 0 5,271 0.00 0 5,271

3535 0 0 0 0 0 0 0 75,775 100.00% 0.00 0 75,775

3536 0 0 0 0 0 0 0 58,911 100.00% 0.00 0 58,911

3540 0 0 0 0 0 0 0 23,436 0.00 0 23,4363566 0 0 0 0 0 0 0 31,124 99.94% 0.00 0 31,1243567 0 0 60,866 0 0 0 0 60,866 0.00 0 60,8663570 0 0 0 0 5,000 0 29,861 0.00 0 29,8613500 0 0 60,866 0 105,729 65,000 0 741,859 0.00 0 741,859

4100 0 0 0 0 0 0 11,653 11,653 100.00% 1,336.60 0 11,6534110 0 0 0 0 0 0 16,152 16,152 100.00% 1,852.63 0 16,152

4200 0 0 0 0 0 0 74,455 74,455 100.00% 8,539.99 0 74,455

4000 0 0 0 0 0 0 102,260 102,260 11,729.22 0 102,260

4966 0 0 0 0 0 0 0 55,629 100.00% 0.00 0 55,629

4966 0 0 0 0 0 0 0 55,629 0.00 0 55,629

5100 0 0 104,377 0 0 0 0 104,377 0.00 0 104,377

5200 0 0 128,051 0 0 0 0 128,051 0.00 0 128,051

5000 0 0 232,428 0 0 0 0 232,428 0.00 0 232,428

5320 0 0 99,000 0 0 175,000 0 485,717 38.20% 0.00 0 485,717

5330 0 0 4,829 0 0 0 0 150,201 80.00% 0.00 0 150,201

5300 0 0 103,829 0 0 175,000 0 635,918 0.00 0 635,918

6100 0 0 0 0 0 0 77,135 77,135 100.00% 8,847.38 0 77,135

6160 0 0 26,208 0 0 0 0 26,208 0.00 0 26,2086200 0 0 0 0 0 0 0 104,357 0.00 0 104,3576210 57,051 0 0 0 0 0 0 64,331 0.00 0 64,3316300 0 0 0 0 0 0 0 9,088 0.00 0 9,0886450 0 0 0 0 0 0 0 1,714 0.00% 0.00 0 1,714

6500 0 0 20,782 0 0 0 0 20,782 0.00 0 20,782

6000 57,051 0 46,990 0 0 0 77,135 303,614 8,847.38 0 303,614

6130 0 0 7,645 0 0 0 0 76,494 89.95% 0.00 0 76,494

6130 0 0 7,645 0 0 0 0 76,494 0.00 0 76,494

7100 0 0 0 0 0 0 367,490 367,490 100.00% 42,151.10 0 367,4907200 0 0 0 0 0 0 35,160 35,160 100.00% 0.00% 4,032.85 0 35,160

7300 0 0 0 0 0 0 0 145,758 0.00 0 145,758

7000 0 0 0 0 0 0 402,650 548,408 46,183.95 0 548,408

8100 0 0 0 88,321 0 0 0 88,513 0.00 0 88,5138200 0 0 0 129,679 0 0 0 130,505 0.00 0 130,505

8300 0 0 79,263 0 0 0 0 79,263 0.00 0 79,263

8400 0 0 0 0 0 0 0 19,399 0.00 0 19,3998600 0 0 55,156 0 0 0 0 55,156 0.00 0 55,156

8000 0 0 134,419 218,000 0 0 0 372,836 0.00 0 372,836

9100 0 0 0 0 234,124 0 0 234,124 0.00 0 234,124

9151 0 0 0 0 94,970 0 0 94,970 0.00 0 94,970

9160 0 58,936 0 0 0 0 0 58,936 100.00% 0.00 0 58,9369000 0 58,936 0 0 329,094 0 0 388,031 0.00 0 388,031

0100 0 0 0 0 0 0 0 171,004 0.00 0 171,004

0100 0 0 0 0 0 0 0 171,004 0.00 0 171,004

57,051 58,936 646,645 218,000 434,823 240,000 776,684 4,436,954 100,562.65 6,197 4,443,151

0150030004000450

0150 - 0450 0 0 0 0 0 0 0 0 0.00 0 0

57,051 58,936 646,645 218,000 434,823 240,000 776,684 4,436,954 100,562.65 6,197 4,443,1510500 31,980 31,9800600 162,521 162,5210700 0 1,971 1,9710750 5,406 5,406

0 0 0

69,906 69,906

0 0 0 0 0 0 0 271,783 0.00 0 271,783

57,051 58,936 646,645 218,000 434,823 240,000 776,684 4,708,738 100,562.65 6,197 4,714,935

SLOCOG 2015/16 PROGRAM BUDGET - REVENUESAMENDMENT NO. 2 - October 7, 2015 (Page 3)


of 94

LOCAL

LOCAL (TDA, Interest, Other, PPM,

SHA, Call Box, Rideshare)

FED SHARE

LOCAL MATCH FED SHARE

LOCAL CASH

MATCH

LOCAL IN-KIND

MATCH FED SHARELOCAL MATCH FED SHARE



LOCAL MATCH

STATE SHARE

LOCAL MATCH

FED SHARE


LOCAL MATCH

SGC - PROP 84 LOCAL PTA LOCAL

CORPS/ NATURAL LOCAL TOTAL

TOLL CREDIT 5303 & PL

WE # DESCRIPTION

PCT 1100TDA Allocation/Admin. Unmet Needs Assessment 91,904 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 91,904 0.00

PCT 1200 Performance Audits 57,878 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 57,878 0.00PCT 1300 Fiscal and Compliance Audits 28,338 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 28,338 0.00WE 1000 TDA Administration 178,120 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 178,120 0.00

PCT 2100 Transit Planning and Coordination 0 100,062 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 100,062 11,477.11

PCT 2101Transit Programming, Monitoring & Reporting 71,174 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 71,174 0.00

PCT 2102

Grant Awarded to Ride-On Transportation to Review Coordinated Technology Options 5,929 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5,929 0.00

PCT 2421 SLO Coordinated Transit Center 22,373 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 22,373 0.00

PCT *2426Joint RTA & SLO Transit 7-Year Plan (Carryover) 0 0 92,193 18,390 6,197 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 116,780 0.00

WE 2000Transit Planning, Coordination, and Programming 99,476 100,062 0 92,193 18,390 6,197 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 316,318 11,477.11

PCT 3200Intelligent Transportation System (ITS) Development and Deployment 0 0 0 0 0 0 12,648 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 12,648 1,450.73

PCT 3310 Data Development & Data Management 0 0 0 0 0 0 76,178 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 76,178 8,737.62PCT 3318 Regional Traffic Counts 15,661 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 15,661 0.00PCT 3330 GIS Services 45,107 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 45,107 0.00

PCT 3340Regional Land Use Modeling & Development 33,823 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 33,823 0.00

PCT 3350 Regional Traffic Modeling & Development 0 0 0 0 0 0 96,195 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 96,195 11,033.57PCT 3360 Air Quality Modeling & Development 30,326 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 30,326 0.00PCT 3400 Goods/Commodity Movement 0 0 0 0 0 0 9,617 675 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10,292 1,103.07WE 3000 System Efficiency 124,917 0 0 0 0 0 194,638 675 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 320,230 22,324.99

PCT 3510 Rideshare Public Outreach 36,262 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 36,262 0.00

PCT 3518Employer Commute Program (Back 'N Forth Club) 35 0 0 0 0 0 0 0 0 0 198,351 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 198,386 0.00

PCT 3519 Vanpool Subsidy Program 0 0 0 0 0 0 0 0 0 0 50,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 50,000 0.00PCT 3520 Commuter Campaign 105,729 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 105,729 0.00PCT 3521 Employer Incentive Program 64,332 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 64,332 0.00PCT 3522 Online Bus Pass Purchases 1,907 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1,907 0.00PCT 3531 Youth Ride Free Summer Program 5,271 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5,271 0.00

PCT 3535JARC Mobility Management (Cycle 7) (Carryover) 20 0 0 0 0 0 0 0 0 0 0 0 75,755 0 0 0 0 0 0 0 0 0 0 0 0 0 75,775 0.00

PCT 3536 Senior & Disabled mobility Management 0 0 0 0 0 0 0 0 58,911 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 58,911 0.00PCT 3540 Bicycle Program Advocacy & Promotion 23,436 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 23,436 0.00PCT *3566 Safe Routes to School (STIP TE ) 20 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 31,104 0 0 0 0 0 0 0 0 0 31,124 0.00PCT 3567 Safe Routes to School (SHA) 60,866 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 60,866 0.00PCT 3570 Rideshare Administration 29,861 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 29,861 0.00WE 3500 Regional Rideshare 327,739 0 0 0 0 0 0 0 58,911 0 248,351 0 75,755 0 0 0 31,104 0 0 0 0 0 0 0 0 0 741,860 0.00

PCT 4100 RTP Amendments 0 0 0 0 0 0 11,653 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 11,653 1,336.60PCT 4110 Regional Growth Forecasts 0 0 0 0 0 0 16,152 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 16,152 1,852.63

PCT 4200Intergovernmental Review, Coordination & Support 0 0 0 0 0 0 74,455 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 74,455 8,539.99

WE 4000 Regional Transportation Planning 0 0 0 0 0 0 102,260 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 102,260 11,729.22

PCT 4966

Strategic Growth Council - Prop 84 Sustainable Communities (RTP/SCS & Regional Housing) 19,281 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 36,348 0 0 0 0 0 55,629 0.00

PCT 4966

Strategic Growth Council - Prop 84 Sustainable Communities (RTP)/SCS & Regional Housing 19,281 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 36,348 0 0 0 0 0 55,629 0.00

PCT 5100Surface Transportation Planning and Coordination 104,377 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 104,377 0.00

PCT 5200Project Initiation Document/Project Study Coordination 128,051 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 128,051 0.00

WE 5000Highways, Corridors, and Routes of Regional Significance 232,428 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 232,428 0.00

PCT 5320 Highway 1 Gateway Monuments 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 185,537 300,180 0 0 0 0 0 0 485,717 0.00

PCT 5330Highway 1 Scenic Byway Interpretive Signage Program 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 120,161 30,040 0 0 0 0 0 0 150,201 0.00

5300 Scenic Byway Program 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 305,698 330,220 0 0 0 0 0 0 635,918 0.00

*3566 Note: Total grant $195,000 (no match requirement); FY 2012/13 $13,554; FY 2013/14 $85,126; FY 2014/15 $65,216 & FY 2015/16 $31,104.

CALTRANS CBTP

STIP TRANSPOR-TATION

ENHANCEMENT

*2426 Note: Total grant $150,000, total cash match $30,000 & total in-kind match $10,000; grant spent in FY 2014/15 $57,807, cash match $11,610 & in-kind match $3,803; grant budgeted in FY 2015/16 $91,193, cash match $18,390 & in-kind match $6,197.

FTA 5303 FTA 5304 FHWA PL FTA 5310 CMAQ

JARC/MOBILITY MANAGEMENT

5316SCENIC BYWAY

PROGRAM

STRATEGIC GROWTH COUNCIL

PROP 84

PUBLIC TRANSPOR-

TATION ACCOUNT

US ARMY CORPS OF ENG'S/CA NATURAL

RESOURCES AGENCY

of 94

LOCAL

LOCAL (TDA, Interest, Other, PPM,

SHA, Call Box, Rideshare)

FED SHARE


LOCAL CASH

MATCH

LOCAL IN-KIND

MATCH FED SHARELOCAL MATCH FED SHARE



LOCAL MATCH

STATE SHARE

LOCAL MATCH

FED SHARE


LOCAL MATCH

SGC - PROP 84 LOCAL PTA LOCAL

CORPS/ NATURAL LOCAL TOTAL

TOLL CREDIT 5303 & PL

PCT 6100Active Transportation (Bike/Ped's) Planning & Coordination 0 0 0 0 0 0 77,135 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 77,135 8,847.38

PCT 6160Park & Ride Lot Facilitation & Improvement 26,208 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 26,208 0.00

PCT 6200 Rail Service Planning 104,357 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 104,357 0.00

PCT 6210

Coast Daylight Service Investment Plan EIS/R and Record of Decision & Notice of Determination (ROD/NOD) 7,279 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 57,051 0 0 0 64,330 0.00

PCT 6300 Aviation Transportation Planning 9,088 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9,088 0.00PCT 6450 Maritime Transportation Planning 1,714 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1,714 0.00

PCT 6500Reduce Vehicle Miles Traveled (VMT) & Enhance Travel Services 20,782 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 20,782 0.00

WE 6000Integration with All Modes of Transportation 169,428 0 0 0 0 0 77,135 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 57,051 0 0 0 303,614 8,847.38

PCT 6130South County Anza Trail Corridor Plan - SLO to Pismo Beach 0 0 0 0 0 0 0 0 0 0 0 0 0 0 68,808 7,686 0 0 0 0 0 0 0 0 0 0 76,494 0.00

WE 6130South County Regional Anza Trail Corridor Plan - SLO to Pismo Beach 0 0 0 0 0 0 0 0 0 0 0 0 0 0 68,808 7,686 0 0 0 0 0 0 0 0 0 0 76,494 0.00

PCT 7100 Public Participation 0 0 0 0 0 0 367,490 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 367,490 42,151.10PCT 7200 Interagency Coordination 0 0 0 0 0 0 35,160 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 35,160 4,032.85

PCT 7300Assess Revenue Augmentation (Step 1: Polling) 145,758 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 145,758 0.00

WE 7000Public Participation & Interagency Coordination 145,758 0 0 0 0 0 402,650 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 548,408 46,183.95

PCT 8100Federal Transportation Improvement Program (FTIP) 88,513 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 88,513 0.00

PCT 8200State Transportation Improvement Program (STIP, ITIP, RTIP, HP) 130,505 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 130,505 0.00

PCT 8300

Surface Transportation Program (STP), State Highway Account (SHA), and Transportation Alternatives Program (TAP) Administration 79,263 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 79,263 0.00

PCT 8400Project and Financial Information Systems Development 19,399 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 19,399 0.00

PCT 8600 Project Administration 55,156 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 55,156 0.00

WE 8000Programming, Delivery, and Financial Management 372,836 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 372,836 0.00

PCT 9100 Motorist Aid - Call Box Program 234,124 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 234,124 0.00

PCT 9151511 Ridesharing & Traveler Information Telephone System 94,970 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 94,970 0.00

PCT 9160Coastal Regional Sediment Management Plan 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 58,936 0 58,936 0.00

WE 9000 Special Services 329,094 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 58,936 0 388,030 0.00

WE 0100OWP and Budget Development and Maintenance 171,004 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 171,004OWP and Budget Development and Maintenance 171,004 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 171,004 0.00

WE

0500, 0600, 0700, 0750

& 0760

Travel; Stipends/Other; Legislative Advocacy; Census Data Center; Annual Awards Program/Dinner, Contingency 271,783 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 271,783 0.00Agency Program Development and Administration 271,783 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 271,783 0.00

TOTAL BUDGETED 2,441,864 100,062 0 92,193 18,390 6,197 776,684 675 58,911 0 248,351 0 75,755 0 68,808 7,686 31,104 0 305,698 330,220 36,348 0 57,051 0 58,936 0 4,714,932 100,562.65

JARC/MOBILITY MANAGEMENT

5316 CALTRANS CBTP

STIP TRANSPOR-TATION

ENHANCEMENT

SLOCOG 2014/2015 BUDGET REVENUE SUMMARY - Amendment No. 2 (DATE)

FTA 5303 FTA 5304 FHWA PL FTA 5310 CMAQSCENIC BYWAY

PROGRAM

STRATEGIC GROWTH COUNCIL

PROP 84

PUBLIC TRANSPOR-

TATION ACCOUNT

US ARMY CORPS OF ENG'S/CA NATURAL

RESOURCES AGENCY

of 94

WE # DESCRIPTION

FTA Sec. 5303 (Transit Planning - Consolidated Planning Grants [CPG])

2100 Transit Planning, Coordination, and Assistance 100,0622100 TOTAL Sec. 5303 100,062

FTA Sec. 5304 (Transit Planning Grants - Carryover)

2426 Joint RTA & SLO Transit 7-Year Plan (Carryover) 92,193TOTAL Sec. 5304 92,193Congestion Mitigation Air Quality

3518 Employer Commute Program-Back N Forth Club (Carryover) 198,3513519 Vanpool Subsidy Program 50,000

TOTAL SCENIC BYWAY 248,351FTA Section 5316 - JARC Mobility Management

3535 JARC Mobility Management (Cycle 7) 75,755TOTAL FTA Sec. 5316 75,755FTA Section 5310 - Senior & Disabled Mobility Management

3536 JARC Section 5310 Mobility Management 58,911TOTAL FTA Sec. 5316 58,911FHWA PL Funds (Consolidated Planning Grant [CPG])

3000 Data Services, Forecasting & Modeling 194,6384000 Regional Transportation Planning 102,2606100 Integration with All Modes of Transportation 77,1357000 Public Participation & Interagency Coordination 402,650

TOTAL PL ALLOCATION 776,683

State Transportation Improvement Program Transportation Enhancement3566 Safe Routes to School 31,104

TOTAL STIP TE 31,104Scenic Byway - Highway 1

5320 Scenic Byway - Highway 1 Gateway Monuments (Carryover) 185,5375330 Scenic Byway - Highway 1 Interpretive Signs (Carryover) 120,161

TOTAL SCENIC BYWAY 305,698Community-Based Transportation Planning Grant

6130 South County Anza Trail - Corridor Regional Trail Master Plan 68,808

TOTAL COMMUNITY-BASED TRANSPORTATION PLANNING GRANT 68,808Public Transportation Account

6210 EIR for Coast Daylight 57,051TOTAL PTA 57,051Strategic Growth Council Prop 84 (Carryover)

4966 Strategic Growth Council Prop 84 SCS, RTP & RHNA 36,348TOTAL STRATEGIC GROWTH COUNCIL PROP 84 36,348

SLOCOG 2014/2015 FUNDING SOURCE SUMMARY - Amendment No. 2October 8, 2015

Note: Total Toll Credits applied to FTA Section 5303 $11,477.11; total applied to PL $89,085.54

2015 2016 BUDGET15 16 Fund Source Sum Amend 2 of 94

1000BUDGET FUNDING

> Staff $ 73,769 $ 69,431 > Local-LTF $ 147,639 $ 140,729

. Servs & Supp $ 10,315 $ 10,315 . Local-STA/LTF & Other $ 37,392 $ 37,392

. Professional $ 57,199 $ 57,199

. Special/ Capital $ - $ - > Indirect $ 43,749 $ 41,176

> Total $ 185,031 $ 178,121 > Total $ 185,031 $ 178,121

Objectives: Administer TDA funds in full compliance with laws and regulations.

Previous / Ongoing Work: Annual "Unmet Transit Needs" Public Hearing; TDA allocations and claims; State Controller's Reports; Triennial Performance Audits of each TDA recipient with transit function and SLOCOG; annual reports of each transit operator and SLOCOG; and fiscal audits for all TDA recipients.

Multi-year activities: All

AMENDED 10/7/152015/2016 OVERALL WORK PROGRAM

WORK ELEMENTS, BUDGET, FUNDING, TASKS AND PRODUCTS

Program Category 1 - Transportation Development Act (TDA) Administration

WE 1000 Transportation Development Act (TDA) Administration

Management Staff: Peter Rodgers

Goal: Efficient & compliant allocation & administration of TDA funds in the San Luis Obispo Region.

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Beg. Date End Date1. SLOCOG Board

approved Tables for LTF, STA and Exhibit A; TDA Allocation Instructions for each claimant (99235)

7/1/15 6/30/16

2. State Controller’s Reports

9/3/15 12/31/15

3. e-communications with claimants requesting clarification or supplemental information and/or follow up correspondence

7/1/15 12/31/15

4. Matrix summary of requests received by operator or jurisdiction

7/1/15 2/10/16

5. Unmet Needs Schedule and Methodology Report

9/1/15 10/7/15

6. List of needs requested 10/7/15 2/3/16

7. Flyers and Outreach Materials; Public Hearing Notice - Legal Ads

10/7/15 2/3/16

8. Unmet Needs Hearing Report

7/1/15 2/3/16

9. Unmet Transit Needs Determination Report

2/10/16 4/6/16

PCT 1100TDA Fund Allocation and Administration

TASKS PRODUCTSApportion TDA Funds, approve claims, allocatefunds and submit annual reports (Art. 3).

Receive and file State Controller’s reports oftransit entities (PUC Sec. 99243.5). Review responses from operators in their newclaims as to progress made towardrecommendations from fiscal audit, recenttriennial performance audit and any up to datelocal or sub-regional plans.

Gather annual Unmet Transit Needs requestsreceived from the public (PUC Sec. 99238.5)pursuant to adopted policy to maximize publicparticipation. Develop FY 2016/17 Unmet Transit Needsschedule, methodology, definitions, and criteriafor Board adoption.Meet with special interest groups to gather inputon potential requests.Design and post fliers on buses and distribute tovarious public groups, including the traditionallyunder-represented and under-served populations, such as the elderly, disabled, low-income, andminority (e.g. Black, Hispanic, Asian American,American Indian/Alaskan Native, and PacificIslander) communities/groups and communityleaders and public locations throughout theregion. Publish public hearing notices, publicservice announcements, secure advertising in theCal Poly Mustang Daily, post Unmet Needshearing notices on both the SLOCOG andRideshare websites and in local governmentbuildings and encourage local operators topublicize the hearing via their public outreachchannels.

Compile all unmet needs requests prior to UnmetTransit Needs Public Hearing.Gather all unmet needs requests and evaluateeach one per the adopted regional criteria for“unmet need” and “reasonableness to meet”determination and report to Board.

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10. Unmet Needs Final Report

4/6/16 6/30/16

11. Operating and financial statistics - all operators, Summaries for Transit Needs Assessment

Quarterly or Monthly for

the CTSA

12. Call for projects and annual Program of Projects Reports

12/2/15 4/6/16

13. Amended Exhibit A 7/1/15 6/30/16

14. Annual Report to Caltrans DRMT

8/15/15 1/15/15

15. Letters to cities

16.

Gather all information needed (including a copyof public hearing notices with publication dates),and prepare final Unmet Transit Needs report forsubmittal to Caltrans.

Gather and review quarterly statistics by mode oneach transit operator as part of the TDA claimapproval; monitor trends from year to year byoperator and mode. Prepare performancesummaries for input to the Transit NeedsAssessment Update. Process the TDA Rural Transit Fund (RTF)exchange applications, amend the RTFguidelines per the new FTA local match ratiosand develop an annual Program of Projects forrural applicants eligible for RTF assistance.

Amend TDA Fund Allocation Table “Exhibit A” asnecessary during the course of the year andassist local agencies in modifying their claims.

Prepare the Transit Needs Assessment Update,researching changes in socio-economic statisticsrelated to target populations (youth, seniors,disabled and low income). Update maps, chartsand tables to reflect changes over the past yearor new data sources.

Offer cities the opportunity to conduct UnmetNeeds hearings if desired.Unanticipated

of 94

Beg. Date End Date1. Performance Audits:

Atascadero, Morro Bay & Ride-On Transportation

7/1/15 6/30/16

2. Audit Schedule: FY 15/16 and FY 16/17

9/1/15

3. Status of agency follow up to most recent Performance Audit recommendations or other related recommendations (Coordinated Human Services Public Transportation Plan pending completion)

2/1/16 6/30/16

4. Consolidated audits 7/1/15 6/30/16

5. Staff reports, agenda, and attachments

7/1/15 6/30/16

6. Archived reports e.g. PDFs of past audits, reports, claims, disbursements, etc.

7/1/15 6/30/16

7.

PCT 1200Performance Audits

TASKS PRODUCTSContract with independent consultant and submitto Caltrans a 3-year triennial performance auditcalendar for the following entities: AtascaderoDAR, Morro Bay and Ride-On Transportation.

Submit performance audit schedule to Caltransfor future years. Assess progress made in implementing triennialperformance audit recommendations on the mostrecent audit: SLOCOG and Regional Rideshareand review with SSTAC.

Explore opportunities to streamline the number ofPerformance Audits through program oradministrative consolidation where appropriate.

Process reports relative to triennial audits,findings, and follow up for presentation toSLOCOG Board.Gather required historical TDA documents forsubmission to Triennial auditor.

Unanticipated

of 94

Beg. Date End Date1. SLOCOG's TDA fiscal

auditsOngoing 3/31/16

2. Fiscal audits of each TDA recipient

10/1/15 3/31/16

3. Annual Report 10/1/15 12/31/15

4. Contract for fiscal and compliance audits

7/1/15 3/31/16

5. Annual Update to the hybrid farebox ratio for the RTA fixed routes and other local integrated fixed routes

7/15/15 9/15/15

6.

PRODUCTS

PCT 1300Fiscal and Compliance Audits

TASKSProvide information to contractor for completionof SLOCOG's TDA audits.Submit audits to County Auditor and StateController for SLOCOG and all TDA recipients.

Submit annual “Reports of FinancialTransactions" and "Government CompensationReport" to the State Controller.

Administer contract to prepare SLOCOG fiscaland compliance audits.Track annual levels of service by RTA urban andrural corridors and integrate into hybrid ratioformula, including the merger of local transitservices. Note: Per TDA, the hybrid ratio formula is a mixed ratio required for urban/rural operators.

Unanticipated

of 94

Goal: 1. Provide quality transit planning, programming and technical assistance to transit operators to maximize coordination, improve effectiveness and efficiency, and comply with State and Federal laws and regulations. 2. Ensure all operators have up-to-date Short Range Transit Plans consistent with the 2014 Regional Transportation Plan Public Transportation Element, 2015 Coordinated Human Services Public Transportation Plan Update and the most recent sub-area transit plans. 3. Provide support to the planning, coordination and delivery of specialized transportation services to enhance transit convenience and utility.

Objectives: 1. Provide technical assistance for transit operators to increase the usability, effectiveness and efficiency of services and ensure users’ safety and security.2. Oversee the Federal Transit Administration (FTA) Urbanized Area (UZA) grants to qualified applicants in the region including programming funding, compliance with ADA, FTA Rules and Requirements and system monitoring and performance improvement.

Previous / Ongoing Work: Transit operator workshops and assistance; transit grant program development and grantee assistance; SLOCOG staff training for state and Federal rules and policies and compliance. Reviews of Central Area, South County and North County area transit systems POP’s for inclusion in FTIP amendments; agreements with North County, South County and Central Area transit providers. Participation with transit providers & metropolitan planning organization in Santa Barbara County for developing the FTA Section 5307 POP’s in the Santa Maria UZA. Transit Plans completed and/or updated: Ride-On Transportation (2014/2015); North Coast Transit Study (2013); North County Transit Plan (2011/12); South County Transit Plan (2010/11); Regional Transit Authority (2008/10); Nipomo Transit Plan (2009/10)San Luis Obispo Transit (2007/09).; Coordinated Maintenance Facility Study Phase II (2005/06). Long Range Transit Plan Update (2004/05). SMART Transit Fare Card (2005/06); and Job Access Reverse Commute (JARC) Transit Service Enhancement and Bi-lingual Marketing Support (2005/06). Senior Transportation Options Pilot Project (2006/2007) and Coordinated Human Services Public Transportation Plan (2006/07). Region Wide Fare Improvement Study (2007/08). Proposition 1B capital programming and administration.

Multi-year activities: San Luis Obispo Coordinated Transit Center Study and follow up activities. Upcoming Joint Update between RTA and SLO Transit for their respective Short Range Transit Plans

Program Category 2 - Transit Planning, Coordination And Programming

WE 2000 Transit Planning, Coordination & Programming

Management Staff: Peter Rodgers

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BUDGET FUNDING. Staff $ 62,686 $ 62,686 . Local-LTF $ 0 $ (0). Servs & Supp $ 200 $ 200 . FTA 5303 $ 100,062 $ 100,062 . Professional $ - $ - . Special/ Capital $ - $ - . Indirect $ 37,176 $ 37,176

. Total $ 100,062 $ 100,062 . Total $ 100,062 $ 100,062

Beg. Date End Date1. Response letters/

summary findings from Plan Consistency review, Board reports

7/1/15 6/30/16

2. Transit conferences Reports/Information

9/1/15 6/30/16

PCT 2100Transit Planning and Coordination

2100

Note: Toll Credits applied to FTA 5303 $11,477.11.

TASKS PRODUCTSReview and respond to local and regional transitproposals and plans; attend regional and localadvisory committee and board meetings toensure consistency with Regional TransportationPlan (RTP) policies and support the coordinationand integration of different transit or specializedservices by providing regional input to operators.Review/comment/participate in Regional TransitAdvisory Committee (RTAC), Social ServicesTransportation Advisory Council (SSTAC), SouthCounty Transit (SCT) Executive Committee, andSan Luis Obispo Mass Transportation Committee(MTC) and their respective Board or City Councilmeetings.

Attend public transportation program workshopsand training seminars including the Caltrans’sponsored workshops for small urban and ruraloperators to improve safety and security of transitsystems. Attend the California Association forCoordinated Transportation (CALACT) andCalifornia Transit Association (CTA) specialmeetings and conferences and follow legislativeagendas. (Note: No planning funds will be usedtoward lobbying activities).

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3. Coordination with local and regional transit & paratransit providers; annual updates to the Board on progress to date and reasons for delayed implementation

7/1/15 6/30/16

4. Technical data/ information reports (including emails) regarding increased efficiency & effectiveness of transit services

7/1/15 6/30/16

5. Updated 5307 MOU's for submittal to the FTA as part of the 5307 grant applications

7/1/15 6/30/16

Update sub-area transit plans by combining localtransit plan updates among operators withadjacent or overlapping service areas andaddressing multi-provider operational needs andcustomer-oriented issues. Monitor progress inthe implementation of recommendations fromadopted transit plans' organizational, service andcapital improvement changes.

Provide technical assistance to transit operatorsand administrators to plan for increased usability,efficiency, effectiveness, safety and security oftransit & paratransit programs. Help agencies,especially the smaller ones, to comply with FTAor Caltrans-related requirements and clarifyinterpretation issues for new FTA guidelines.

Review and update urbanized areas' 5307Memorandums of Understanding; this covers theSanta Barbara County Association ofGovernments (SBCAG) & Santa Maria AreaTransit (SMAT); the Regional Transit Authorityand San Luis Obispo Transit (SLO Transit); andthe Regional Transit Authority and the County ofSan Luis Obispo & the City of Atascadero; plusthe South County Transit and the local JPApartners. Update Santa Maria UZA and NorthCounty MOUs.

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6. Improved Transit Passenger Amenities more responsive to the general public needs and special users' accommodation

9/1/15 6/30/16

7. Schedule of proposed service changes on the regions' fixed route transit systems

7/1/15 6/30/16

8. Updated regional transit guidance as need arises

7/1/14 6/30/15

9. Minutes & Agendas, Ridership Development Mtgs. List of proposed changes/potential opportunities

7/1/15 6/30/16

10.

Planning for improved fixed-route bus and trolleytransit passenger amenities: benches,informational (provider, destination, time points,applicable fares etc.), directional signage,lighting, shelters, safety & security provisions,and accessibility in compliance with applicableADA standards. Consider expansion or betteraccommodation of heavy volume, shared stopswith potential need for larger capacity.

Create coordination plan for transit operators toidentify and sequence schedule changes toupdate 511 Traveler Information Number &Google Trip Planner data base.

Assess need to make changes to adhere to newstate and federal requirements (ie MAP-21reauthorization).Evaluate opportunities for unified informationacross transit agencies in relation to transitschedules, rider alerts, websites, fare media,marketing and outreach at quarterly Marketing,Outreach and Ridership Development Groupmeetings (includes improved customerinformation portfolio and vehicle driverhandbook/training).

Unanticipated

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BUDGET FUNDING> Staff $ 39,784 $ 36,455 > Local-LTF $ 47,763 $ 42,460

. Servs & Supp $ 600 $ 600 . Local-STA/LTF & Other $ 28,714 $ 28,714

. Professional $ 12,500 $ 12,500


> Total $ 76,477 $ 71,174 > Total $ 76,477 $ 71,174

Beg. Date End Date1. 5307, 5310, 5311 and

5339 Program of Projects

8/30/15 12/31/15

2. Grant Program information, technical data

5/31/15 6/30/16

3. Report to Caltrans 8/3/20152/1/2016

8/17/20152/16/2016

4. Call for Projects and Program of Projects Reports

10/1/15 12/2/15

PCT 2101

Transit Programming, Monitoring & Reporting

2101

TASKS PRODUCTSPrepare, revise, re-adopt (if necessary) andsubmit Programs of Projects (POP’s) for FTAcapital, operating or planning grants; integrateinto the Federal Transportation ImprovementProgram (FTIP) for approval by Caltrans and theFTA. Publish public hearing legal notices onnews media and prepare and process warrants.(Since it is now a 2-year POP, i.e. it may requirerevisions.)

Provide on-line notification of funding availability;assist grant applicants in developing projectproposals for 1) FTA Section 5307 and 5339formula grants; 2) FTA Section 5310 competitivegrants; 3) FTA 5311 formula grants and 4) FTASection 5311 (f) discretionary grants, and Capand Trade grant programs.

Prepare semi-annual Proposition 1B progressreport for Grover Beach Train Station ExpansionProject.Develop an annual Program of Projects for Proposition 1B state transit capital funding and Low Carbon Transit Operations Program (LCTOP).

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5. Technical Assistance Reports with local jurisdictions on planning needs, their eligibility and competitiveness under Sustainable Communities Transportation Planning opportunities and in coordination with other local agencies

7/1/15 6/30/16

6. Local applications for regional panels' review & scoring and subsequent submittal to Caltrans in each grant category

1/1/16 6/30/16

7. 7-Year Transit Plan 7/1/15 6/30/16

8. Comments on survey questionnaire; attend presentation of Interim deliverable(s) to research panel & suggest refinements to scope after 40% work performed

10/1/15 9/1/16

9. Comments on survey questionnaire; attend presentation of Interim deliverable(s) to research panel & suggest refinements to scope after 40% work performed

Ongoing 9/1/16

10.

Review monthly progress by consultant team tothe 2015-16 Transit Cooperative ResearchProgram (TCRP) on the Feasibility of Public-Private Partnerships (P-3) for small to mediumsized public transportation projects.

16/17 Key Tasks (will be further refined in 16/17 OWP)Review monthly progress by consultant team tothe 2015-16 Transit Cooperative ResearchProgram (TCRP) on the Feasibility of Public-Private Partnerships (P-3) for small to mediumsized public transportation projects.

Review grant applications, scopes of studies orpilot projects and requests for proposals for smallurban and rural planning and research studies(planning and research demonstration grants).Monitor new transit research needs and exploreteaming opportunities with local public or privateproviders.

Assist non-profit agencies in their scoping andpreparation of applications under the 5310Traditional & Expanded grant programs; seekguidance from Caltrans on changes made to theprogram under new Federal legislation.

Facilitate Joint RTA and SLO Transit 7-YearTransit Plan grant.

Unanticipated

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BUDGET FUNDING#N/A Staff #N/A $ 3,722 # Local-LTF #N/A $ 5,929 #N/A Servs & Supp #N/A $ - #N/A Professional #N/A $ - #N/A Special/ Capital #N/A $ - #N/A Indirect #N/A $ 2,207

#N/A Total #N/A $ 5,929 # Total #N/A $ 5,929

Beg. Date End Date1. Final Work Plan &

Detailed schedule9/1/15 10/15/15

2. Draft Operations Plan for proposed TMCC infrastructure

10/1/15 12/15/15

3. TMCC Envisioned System Requirements

12/15/15 2/15/16

4. System Design Report 2/15/16 4/15/16

5. Public participation and summary of feedback

Varies with progress of

earlier tasks

6. Final Plan 4/15/16 6/15/16

7. Project Delivery 4/15/16 10/1/16

8. Project Delivery Ongoing 1/1/17

9. Report 10/1/16 1/1/1710.


2102

PCT 2102

TASKS PRODUCTS

Review draft implementation plan (with phasingoptions).Review Common Fleet Information Platform.

Unanticipated.Review final draft report.

16/17 Key Tasks (will be further refined in 16/17 OWP)Continued review of Common Fleet Information Platform.

Review detailed project plan and schedule.

Explore operating concepts for designing aTravel Management Coordination Center andtake part in technical advisory committee kick offmeeting.Review set of Operational Requirements andattend second technical advisory committeemeeting.Review the more detailed design, including alternatives and a cost benefit comparison.

Attend public forums, on an as needed basis.

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BUDGET FUNDING> Staff $ 11,109 $ 10,906 > Local-LTF $ 22,697 $ 22,373 . Servs & Supp $ - $ - . Professional $ 5,000 $ 5,000 . Special/ Capital $ - $ - > Indirect $ 6,588 $ 6,468

> Total $ 22,697 $ 22,373 > Total $ 22,697 $ 22,373

Beg. Date End Date1. Reports to committees

and Board; agendas & minutes

9/1/14 3/31/15

2. Agreement with property owners

1/15/14 12/31/14

3. Completed grant submittals

12/31/14 6/30/15

4. Illustration Report 8/1/15 10/1/155. Purchase Agreements 12/1/15 3/1/16

6.

PRODUCTS

PCT 2421

San Luis Obispo Coordinated Transit Center (Carryover)

2421

TASKSCoordinate with County, SLO Transit and RTA.Convene property subcommittee of theSLOCOG/RTA Board to advance site acquisitionof proposed RTA facility.Negotiate with impacted property owners onoption toward property acquisition. Pursue discretionary grant capital funding towardtransit center environmental reviews under NEPAand CEQA to supplement capital funds alreadysecured.Prepare conceptual site design.Secure agreement to acquire parcels forCoordinated SLO Transit Center site, preparepreliminary design report and develop supportingEIS/EIR reports.Unanticipated

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BUDGET FUNDINGStaff $ 3,952 $ 4,081 > Local-LTF $ 4 $ 1

Servs & Supp $ - $ - > Local-STA/LTF & Other $ 18,292 $ 18,390

Professional $ 109,559 $ 110,279 > FTA 5304 $ 91,462 $ 92,193 Special/ Capital $ - $ - > In-Kind $ 6,097 $ 6,197 Indirect $ 2,344 $ 2,420

Total $ 115,855 $ 116,781 > Total $ 115,855 $ 116,781

Beg. Date End Date1. Service Changes;

funding Plans for each system

6/1/15 9/15/15

2. Assets inventory and replacement/expansion schedules

8/1/15 9/30/15

3. Public Outreach Calendar, notices and public input documented

On Going

4. Matrix of candidate projects with pros/cons

8/31/15 10/15/15

5. White paper on alternative approaches to Runabout service delivery with quantified benefits

6/30/15 9/30/15

Note: Total grant $150k FTA 5304, $15k RTA & $15k SLO Transit Match & $5k In-Kind RTA & $5k SLO Transit. Grant expenditures in FY 14/15 were $57,807, match split between RTA & SLO Transit $11,610 ($5,805 ea) & in-kind split between RTA and SLO Transit $,3,803 ($1,950.50 ea); grant budgeted in FY 15/16 $92,193, match split between RTA & SLO Transit $18,390 ($9,195 ea) & in-kind split between RTA and SLO Transit $6,197 ($3,098.50 ea).

TASKS PRODUCTSProvide input on assumptions for future Operations Plans and potential for Joint Projects with public meetings.Review assumptions in the two Capital Improvement Programs and 7-Year Budgets.

Participate in public outreach activities with the two operators and the consultant team representatives.

Review Draft Concepts for Joint Projects amongboth operators.

Examine candidate measures to supportRunabout operating cost reduction and improvedefficiency.

PCT 2426

Joint SLO Transit and Regional Transit Authority (RTA) Short Range Transit Plan (SRTP) (Carryover)

2426

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6. Meeting agendas, minutes and follow up actions

On Going As needed

7. Teleconference agendas, summary notes and follow up action reports

Monthly

8. Draft & final plan with appendices

7/1/15 2/1/16

9. Processed consultant invoices, reconciled local matches, submitted Caltrans quarterly progress reports with requests for grant reimbursement

Quarterly (Progress

reports) and Monthly

(Consultant invoices)

10.

Attend special joint advisory bodies' committeemeetings to review draft products and gather theirfeedback.Participate in meetings and teleconferencesessions with the two operators and theconsultant project manager.

Review interim and final draft deliverables with study team and submit SLOCOG final comments to the RTA project manager.Process monthly invoices from the RTA consultant and submit quarterly reports to Caltrans with grant reimbursement requests. Monitor Federal transit planning grant expenditures status and compare with tasks accomplished to date. Reconcile quarterly expenses with the corresponding cash and in kind shares from each operator.

Unanticipated

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Objectives:

1. Optimize application of new technology and information to improve the efficiency and effectiveness of the existing transportation system.2. Provide feedback on the performance of the existing system to identify the need and priority for short and long term financial investments. 3. Facilitate the development of effective transportation plans and programs using the latest data on transportation system performance, transportation network data and socio-economic and land use data.4. To develop and implement a performance based transportation planning approach.

Previous / Ongoing Work: Transportation System Performance Indicators Reports; Countywide Local Road Pavement Maintenance and Rehabilitation Needs Report; Caltrans Highway Performance Monitoring System (HPMS) Report update; Regional Traffic Count Program; ITS projects funded by RTIP and SAFE. Previous work in data management and performance monitoring include Census and GIS activities; Regional Profile Reports; organization, analysis and dissemination of Census data and American Community Survey (ACS) data; and on-going development, management and maintenance of geographic files and modeling files.

Multi-year activities: ITS, GIS, Regional Traffic Modeling, Air Quality Modeling, Goods Movement

Program Category 3 - Data Services, Forecasting & Modeling

WE 3000 Data Services, Forecasting and Modeling

Management Staff: Steve Devencenzi and James Worthley

Goal: Maximize the efficient and effective use of the entire transportation system through: intelligent transportation system concepts, the quantitative assessment of the performance, efficiency and effectiveness of the entire transportation system; and forecast the long-term transportation needs of the region.

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BUDGET FUNDING> Staff $ 8,004 $ 7,939 . Local-LTF $ - $ - . Servs & Supp $ - $ - > FHWA PL $ 12,751 $ 12,648 . Professional $ - $ - . Special/ Capital $ - $ - > Indirect $ 4,747 $ 4,709

> Total $ 12,751 $ 12,648 > Total $ 12,751 $ 12,648

Beg. Date End Date1. Written comments on

draft plans/studies (multiple reviews with individual product completion dates based on plans/projects received from outside agencies)

7/1/15 6/30/16

2. Updated ITS architecture/ database; staff report presentation to SLOCOG Board

7/1/15 12/15/15

3. Regional ITS Strategic Plan

12/1/15 4/15/16

4. Regional ITS improvement plan(s)/proposals

7/1/15 6/30/16

5.

PCT 3200

Intelligent Transportation System (ITS) Development and Deployment

3200

Note: Toll Credits applied to FHWA PL $1,405.73.

TASKS PRODUCTSWork with Caltrans, local agencies and regionaltransit agencies to promote consistency, system-integrity, and integration of ITS in the region andencourage implementation of desirabletechnologies by submitting written comments onproposed projects, plans, studies, and grantapplications, including transit projects, vehicledetection, traffic signal and system upgrades,advanced pedestrian crosswalks, travelerinformation, and automated counters.

Review, maintain, update and expand theexisting ITS inventory and local architectureconsistent with the FHWA ITS Architecture andStandards Final Rule (FHWA 99-5899). Sharedatabase with local agencies and SLOCOGBoard.Based on development of performance measuresand targets in 3319, determine data collectionneeds that are consistent with ITS. Combineupdated ITS inventory with recommendationsdeveloped from performance measuresassessment; develop ITS deployment strategy toimprove data collection capability on regionaltransportation system.

Facilitate ITS improvements by sharing/providinginformation on eligible funding sources and, ifappropriate, reviewing capital grant proposalsand recommending projects.

Unanticipated

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BUDGET FUNDING> Staff $ 48,717 $ 47,756 > FHWA PL $ 77,709 $ 76,178 . Servs & Supp $ 100 $ 100 . Professional $ - $ - . Special/ Capital $ - $ - > Indirect $ 28,892 $ 28,322

> Total $ 77,709 $ 76,178 > Total $ 77,709 $ 76,178

Beg. Date End Date1. Data, charts, maps, GIS

data and correspondence

7/1/15 6/30/16

2. Data files, charts, graphs; GIS files

Ongoing 6/30/16

3. Data file/GIS file Ongoing 9/30/15

4. White Paper / Database 7/1/15 6/30/16

5. Procedures / Database Report

7/1/15 6/30/16

6. White Paper / Maps 7/1/15 6/30/16

7. Maps, charts and tables 7/1/15 6/30/16

8. Minutes Ongoing 6/30/16

9. Data files 7/1/15 6/30/16

PCT 3310Data Development and Data Management

3310


TASKS PRODUCTSCompile, organize and distribute data from thedecennial census, American Community Survey(ACS) and Census Transportation PlanningPackages (CTPP) for transportation planningpurposes.Ongoing organization, management, and analysisof tabular and spatial data to meet agency needs.

Building Permit Survey 2015 (for years 2011 to2014); partner with APCD.Compile and review potential quantifiableperformance metrics consistent with new Stateand Federal standards. Prioritize and refine list ofdatasets and standardize outputs. Developtargets consistent with adopted RTP for planningand programming purposes. Coordinate withlocal agencies and Caltrans to assemble andassess selected data.

Improve data collection, storage and reportingtechniques. Improve documentation of tabularand spatial data on SLOCOG's server.

Ongoing mapping, maintenance and evaluationof regionally significant: transit, roads, completestreets, and bicycle corridors for project reviewsand prioritizations.

Develop enhanced method for display ofprogress made by SLOCOG and memberagencies to address performance oftransportation system.Attend technical meetings and webinars on data,tools, and management - offered by Federal,State, or local authorities - and prepare minutes.

Summarize EDD data for use in performancemeasurements.

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10. White Paper / Database / Methodology Report

7/1/15 6/30/16

11. White Paper / Database 7/1/15 6/30/16

12.

BUDGET FUNDING> Staff $ 5,242 $ 5,123 . Local-LTF $ 0 $ (0). Servs & Supp $ - $ - > Local-SHA $ 15,851 $ 15,661 . Professional $ 7,500 $ 7,500 . Special/ Capital $ - $ - > Indirect $ 3,109 $ 3,038

> Total $ 15,851 $ 15,661 > Total $ 15,851 $ 15,661

Beg. Date End Date1. Formal contract 7/1/15 10/30/15

2. Encroachment Permit Application

7/1/15 8/15/15

3. Report 10/1/15 2/5/16

4.

BUDGET FUNDING> Staff $ 28,153 $ 27,122 > Local-LTF $ (0) $ 300 > Servs & Supp $ 1,600 $ 1,900 > Local-SHA $ 46,450 $ 44,807 . Professional $ - $ - . Special/ Capital $ - $ - > Indirect $ 16,696 $ 16,085

> Total $ 46,450 $ 45,107 > Total $ 46,450 $ 45,107

Beg. Date End Date1. Maps, data files and GIS

files7/1/15 6/30/16

Analyze traffic counts and prepare report,summary, and recommendations.

Develop methodology report for locally definingdisadvantaged communities; definedisadvantaged communities.Develop community constraints analysis; identifyexisting or modeled conditions and opportunitiesas related to the 2014 RTP and SCS as baselinemeasurements and for future planning purposes.

Unanticipated

PCT 3318Regional Traffic Counts

3318

TASKS PRODUCTSManage contract for traffic count program.

Develop and submit encroachment permitmaterials for count locations on state highways.

Unanticipated

PCT 3330GIS Services

3330

TASKS PRODUCTSPrepare, disseminate and maintain GISdatabases, maps and imagery (GIS data) to meetagency needs.

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2. Data files/GIS files 7/1/15 6/30/16

3. Data files/GIS files 7/1/15 6/30/16

4. Data files/GIS files; distribution of data files/GIS files

7/1/15 6/30/16

5. GIS files 7/1/15 6/30/16

6. Maintained software 7/1/15 6/30/167. Cloud-based mapping

software7/1/15 6/30/16

8. Imagery files 7/1/15 6/30/16

9. Agendas and minutes 7/1/15 6/30/16

10. Outline of regional GIS strategic plan.

7/1/15 6/30/16

11.

BUDGET FUNDING> Staff $ 22,996 $ 21,232 . FHWA PL $ - $ - . Servs & Supp $ - $ - > Local-LTF $ 36,633 $ 33,823 . Professional $ - $ - . Special/ Capital $ - $ - > Indirect $ 13,638 $ 12,592

> Total $ 36,633 $ 33,823 > Total $ 36,633 $ 33,823

Beg. Date End Date1. GIS files 7/1/15 6/30/16

2. GIS files 7/1/15 6/30/16

3. GIS files 7/1/15 6/30/16

4. GIS files 7/1/15 6/30/16

5. Maintained software 7/1/15 6/30/16

Procure Infogroup dataset for year 2015 (employment data, GIS data).Procure EDD datasets on a regular basis; makeavailable for member agencies.

Develop GIS data for housing cost estimates forfuture planning.Esri ArcMap software maintenance.Implement ArcGIS Online to display map data online.2014 Imagery Project: make aerial imagery filesavailable to partner agencies.Participate in SLO County’s quarterly joint GISCommunity of Interest committee.Support the SLO Regional GIS Collaborative in developing enhanced GIS planning and implementation capacity analysis.

Update regional streets and roads, transit,bikeway and pedestrian GIS spatial data, asnecessary.

Unanticipated

PCT 3340

Regional Land Use Modeling & Development

3340

TASKS PRODUCTSMaintain regional land use information systemand Regional Land Use Model (RLUM).

Update employment data based on Infogroupdata and EDD data.Update housing data based on Building PermitSurvey 2015.Update RLUM based on housing price and median household income estimates, at neighborhood-level.CommunityViz software maintenance.

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6. Maps, Charts, and Tabular Outputs

7/1/15 6/30/16

7.

BUDGET FUNDING> Staff $ 39,862 $ 38,414 . Local-LTF $ - $ - . Servs & Supp $ - $ - . Local-SHA $ - $ - . Professional $ 35,000 $ 35,000 > FHWA PL $ 98,502 $ 96,195 . Special/ Capital $ - $ - > Indirect $ 23,640 $ 22,781

> Total $ 98,502 $ 96,195 > Total $ 98,502 $ 96,195

Beg. Date End Date1. Updated model 7/1/15 6/30/16


7/15/15 6/13/16

3. Data file / GIS file 7/1/15 6/30/16


7/1/15 6/30/16

5. White Paper, Maps, and Tabular outputs

7/1/15 2/20/16

6. Technical Documentation 8/1/15 6/13/16

7. Data file / GIS file Ongoing 2/20/16

Continue to expand, develop and refine variousGIS tabular and spatial data as necessary todevelop future performance metrics.

Unanticipated

PCT 3350Regional Traffic Modeling & Development

3350

Note: Toll Credits applied to FHWA PL $11,033.57

TASKS PRODUCTSMaintain and update travel network, model scriptsand planning assumptions in support of FederalAir Quality Conformity, Regional TransportationPlanning and Programming purposes. Updatemodels with current information: existing Landuse, traffic counts, origin-destination and CSTDMresults.

Generate and compile results of base year &future traffic conditions for various purposes,including Statewide, regional and Air Qualityconformity purposes. Continue to develop technical capabilities toaddress modeling requirements of State andFederal guidelines. Continue to develop/refine various GIS spatialdata and tabular data. Expand data and mapspertaining to: existing and future needs, policies,funding options, generalized costs, measures ofperformance and cost/benefit analysis.

Address modeling requirements and provide inter-jurisdictional assistance associated with SB 743requirements. Attend conferences.

Update SLOCOG's regional traffic modeldocumentation.Continue and complete efforts on three-countyjoint origin/destination data collection. (carryovertask)

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7/1/15 2/20/16

9. Data file / GIS file 7/1/15 6/30/16

10. Model Improvements, Minutes

7/1/15 6/30/16

11. Improved technical capabilities/staff expertise

7/15/15 6/30/16

12. Minor Model Improvements

10/1/15 6/30/16

13. Model Improvements, approved or formal contract

Ongoing 6//30/16

14. Licensed software 4/1/16 4/15/16

15.

BUDGET FUNDING> Staff $ 19,042 $ 19,036 . FHWA PL $ - $ - . Servs & Supp $ - $ - > Local-LTF $ 30,335 $ 30,326 . Professional $ - $ - . Special/ Capital $ - $ - > Indirect $ 11,293 $ 11,289

> Total $ 30,335 $ 30,326 > Total $ 30,335 $ 30,326

Beg. Date End Date1. Updated model /

procedure improvements7/1/15 6/15/16

2. Air Quality Conformity Analysis and Determination document(s)/Reports

7/1/15 6/15/16

Manage maintenance contract. On an as-neededbasis, identify consultant task, review andintegrate results, approve billing.

Prepare air quality conformity determinations,perform model runs and prepare documentationnecessary for RTP and FTIP amendments.Prepare and submit necessary documentation toSLOCOG Board, Caltrans, and FHWA.

Address modeling requirements and provide inter-jurisdictional assistance associated with SB 743requirements.Continue and complete efforts on three-countyjoint origin/destination data collection. (carryovertask)Participate in Model Development efforts at theState and COG levels. Participate in the CentralCoast Model Users Group and local modelingforums. (Dates vary)Participate in webinars and conduct literaturereview to remain aware of current modelingtrends and other model software developmentsincluding traffic simulation, advanced models,smart growth, and the ongoing FHWATransportation Model Improvement Program.

Investigate integration and improvementopportunities and challenges with modelingsoftware packages.

Update TransCAD software to current version.

Unanticipated

PCT 3360Air Quality Modeling & Development

3360

TASKS PRODUCTSMonitor, implement & assure compliance withfederal air quality regulations, and review plansand programs for conformity with state andfederal Clean Air Acts.

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3. IACT meeting, agendas, minutes, materials, procedures, assumptions, data files, reports

7/1/15 6/15/16

4. Procedures and Technical Documentation

7/1/15 6/15/16

5. Updated reports on regulatory actions and SLOCOG planning processes

7/1/15 6/15/16

6. Model / procedure improvements

7/1/15 6/15/16

7. Model / procedure improvements

7/1/15 6/15/16

8. Database / Project Review Tool

7/1/15 6/15/16

9.

BUDGET FUNDING> Staff $ 5,774 $ 6,461 > FHWA PL $ 5,705 $ 9,617 . Servs & Supp $ - $ - > Local-LTF $ 3,494 $ 675 . Professional $ - $ - . Special/ Capital $ - $ - > Indirect $ 3,425 $ 3,831

> Total $ 9,199 $ 10,292 > Total $ 9,199 $ 10,292

Beg. Date End Date1. Report 7/1/15 6/30/16

2.

Host Inter-Agency Consultation Team meetings,as needed for required Air Quality ConformityDetermination. Prepare materials, modelassumptions and results, and agendas.

Review and update SLOCOG procedures to usenew Air Quality Model tool (EMFAC2014) fromARB after EPA approval and new StateImplementation Plan guidelines andrequirements.Provide update to SLOCOG Advisory and PolicyBoards regarding regulatory actions and COGplanning processes.

Attend/participate in Statewide biannual meetingsin the coordination of Air Quality related activities,review distributed materials and participate inpreparation of transportation components of StateImplementation Plan (SIP).

Participate in training to expand staff modelingexpertise and knowledge.Assist in development of database/tool to quantifyAir Quality benefits of specific project types.

Unanticipated

PCT 3400Goods Movement

3400

Note: Toll Credits applied to FHWA PL $654.36.

TASKS PRODUCTSCoordinate with US 101 Corridor partners tocomplete update of Central Coast CommodityMovement Report (AMBAG).Unanticipated

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Program Category 3500 - SLO Regional Rideshare

WE 3500 Regional RideshareManagement Staff: Peter Rodgers

Goal: 1. Increase mobility for people living, working and visiting San Luis Obispo County through ongoing outreach and campaigns and the management of the region's 511 service. 2. Create ongoing exposure of SLO Regional Rideshare by effectively managing the programs and maximizing inter-agency coordination to reduce duplication of services, leverage resources, increase marketing and outreach and effectively measure the use of sustainable transportation.3. Increase the number of participants in the carpool and vanpool programs, increase transit ridership and increase bicycling as a transportation option used by youth, employers, commuters, visitors and seniors. 4. Continue to position SLO Regional Rideshare as the “one-stop-shop” for transportation information by leveraging opportunities for increased public interface, bus pass sales, marketing, website capability and inter-agency coordination.5. Maximize opportunities to target under-served populations, such as the elderly, persons with disabilities, low-income, and minority (i.e. Black, Hispanic, Asian American, American Indian/Alaskan Native, and Pacific Islander) communities, groups and community leaders. 6. Lead coordination of the regional Safe Routes to School program under the Safe Routes to School Taskforce.

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Objectives: 1. Establish SLO Regional Rideshare as a one-stop-shop for transportation information by providing one location where the public can: Buy transit passes for all transit systems within the county; Get carpool and vanpool information; Get information on cycling services, education, safety and events; and Get information on Rideshare programs. 2. Promote community wide transportation demand management efforts. 3. Work closely with Chambers of Commerce, Downtown Associations, Air Pollution Control District, vanpool agencies, transit agencies, bicycle organizations and other related organizations on common projects, including strategic planning, events, promotions and program implementation.4. Provide effective ongoing staff support functions.5. Through programs, public outreach and advocacy, reduce the number of single occupant vehicles and vehicle miles traveled to keep our air clean, roads clear and reduce demand on limited resources. 6. Encourage more effective use of the entire transportation system and promote the reduction in total vehicle miles traveled by encouraging ridesharing, vanpooling, transit, and other TDM strategies.

Previous / Ongoing Work: Employer workshops and assistance; executed Job Access Reverse Commute (JARC), New Freedom (NF) and Federal Safe Routes to School (SRTS) Grants. Sponsorship packages for events, e.g. Bike Month and Rideshare Month. Employee Commute Surveys and Trip Reduction Plans for employers and other represented agencies via the Back 'N' Forth Club. Cooperative marketing with transit service providers, APCD, Cal Poly, Amtrak and Ride-On Transportation. Developed Evaluation tools: follow-up surveys, focus groups and observational studies. Bi-annual Park & Ride counts. Bike locker program at the P&R lots and increased usage of facilities. Commuter rideshare match-list development, Employer Transportation Services Programs, Vanpool Subsidy Incentive Program, ridesharing, transit, telecommuting and bike usage promotion.

Multi-year activities: Administer maintenance, upgrades and promotion of the 511 Telephone and Website Application. Administer annual campaigns: Rideshare Month and Bike Month. Administer, market and expand Rideshare programs and services: Regional Mobility Management ( Know How to Go!), Safe Routes to School, Employer Commute Program (Back 'N' Forth Club), Vanpool Subsidy/Incentive Program, iRideshare Rewards and Emergency Ride Home.

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BUDGET FUNDING

> Staff $ 13,096 $ 11,043 > Local-STA/LTF & Other $ 34,532 $ 31,262

. Servs & Supp $ 18,669 $ 18,669 .Local-SLOCOG/Rideshare

$ 5,000 $ 5,000

. Professional $ - $ -


> Total $ 39,532 $ 36,262 > Total $ 39,532 $ 36,262

Beg. Date End Date1. Distribution materials 7/1/15 6/30/16

2. Marketing campaign and Cooperative Agreements

7/1/15 6/30/16

3. Annual Report & SLOCOG Bi-Monthly Newsletters; Quarterly Rideshare E-Newsletter

Bi-Monthly; & Quarterly

4. Outreach materials 7/1/15 6/30/16

5. Outreach materials 7/1/15 6/30/16

6. Press releases, updates to Facebook and Twitter

7/1/15 6/30/16

7. Distribution materials 7/1/15 6/30/16

8. Synopsis in bi-monthly staff reports

7/1/15 6/30/16

9. Bi-monthly SLOCOG reports

Ongoing 6/30/16

PCT 3510Public Outreach

3510

TASKS PRODUCTSEngage in public outreach opportunities atcommunity events. Work with Ridership Development Group onongoing Rideshare Marketing and PublicOutreach efforts including cooperative marketingagreements.Produce and send monthly Rideshare E-Newsletter and provide articles for SLOCOGNewsletters and Annual Report.

Develop and update Rideshare collateralincluding brochure, table display, posters andflyers as needed to ensure information accuracy.

Provide collateral materials to colleges, visitorcenters, senior centers and youth organizations,e.g. brochures, posters and displays.

Continue to write Rideshare press releases andadminister social media campaigns.

Create partnerships and participate in jointoutreach opportunities such as Earth Day. Evaluate marketing and outreach activities viawebsite visits and clicks, calls to the RideshareOffice, subscriptions to the online newsletter,attendance at events, etc.

Prepare and present reports to SLOCOG Boardand Advisory Committees four to six times a year.

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10. Cooperative transit marketing plans

8/1/15 6/30/16

11. News releases and Ads 7/1/15 6/30/16

12. Brochures, ads and flyers

7/1/15 6/30/16

13.

BUDGET FUNDING> Staff $ 109,794 $ 110,962 > Local-LTF $ (0) $ 35 > Servs & Supp $ 40,107 $ 21,617 > CMAQ $ 215,000 $ 198,351

. Professional $ - $ - > Local-STA/LTF & Other $ 14 $ -


> Total $ 215,014 $ 198,386 > Total $ 215,014 $ 198,386

Beg. Date End Date1. Marketing Materials,

outreach, distribution materials

7/1/15 6/30/16

2. Expanded program 7/1/15 6/30/16

3. Marketing Materials 7/1/15 6/30/16

4. Re-keyed bicycle lockers for day use (as needed), documented usage

7/1/15 6/30/16

Unanticipated

Note: Allocated $150,000 with estimated carryover $25,000.

TASKS PRODUCTSImprove mobility options, alternative modeintegration, trip reduction plans, teleworkstrategies and unified information through theBack 'N' Forth Club employer commute program.

Expand outreach to major employers to increaseBack 'N' Forth Club participation.Place commuter match information on vehiclesparked at Park & Ride Lots (during specialevent/campaign).Oversee maintenance of bike locker program andwork to increase use of lockers.

Effectively manage the programs and maximizeinter-agency coordination to reduce duplication ofservices, leverage resources, increase marketingand outreach and effectively measure the use ofsustainable transportation.

Advertise Rideshare events in communitycalendars, senior newsletters and atelementary/middle/high schools. Participate in events and promote transportationchoices, e.g. Cuesta College, Cal Poly.

PCT 3518

Goal:

Objectives:

Previous / Ongoing Work: Multi-year activities: S

Employer Commute Program (Back N Forth Club) (Carryover)

3518

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5. Managed program 7/1/15 6/30/16

6. Newsletter Quarterly 6/30/16

7. Marketing materials 7/1/15 6/30/16

8. ERH Quarterly Reports Quarterly 6/30/16

9. Rideshare Month distribution materials

7/1/15 6/30/16

10. Bike Month distribution materials

7/1/15 6/30/16

11. Report to SLOCOG Board

7/1/15 6/30/16

12. Employer Outreach/ distribution materials

7/1/15 6/30/16

13. Coordinated information 7/1/15 6/30/16

14. Survey 3/1/15 6/30/16

15. Updated Rideshare website

7/1/15 6/30/16


17. Quarterly reports on Employer Commute and Vanpool Subsidy program

Quarterly 6/30/16

18.

Work with Cal Poly to manage participation ofworkforce incentive program.

Administer quarterly e-newsletter to Back 'N'Forth Club members. Create tools for Back 'N' Forth Club participantse.g. posters, interactive website and brochures.

Administer Emergency Ride Home programincluding management of vendors, processing ofreimbursement requests and Quarterly Reports.

Plan and execute region wide employerparticipation in Rideshare Month in Octoberincluding the development of marketing andcollateral materials, facilitation of planningmeetings, execution of the online challenge andevaluation. Plan and execute region wide employerparticipation and Bike Month in May including thedevelopment of marketing and collateralmaterials and facilitation of planning with otherRideshare Staff.Coordinate with Rideshare Program Manager todevelop and present results of Rideshare MonthReport to Board.Manage ride match system and increase numberof participants (goal: increase by 10%) byproviding incentives and education opportunitiesabout the system.Coordinate with APCD staff, county andjurisdiction planning staff for cohesive mitigationlanguage and follow up for both new and existingdevelopment.Coordinate Park & Ride Lot Survey with planningstaff.Maintain up to date information on Ridesharewebsite relating to Back 'N' Forth Club.

Prepare warrants for payments to vendors.

Grant administration.

Unanticipated

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BUDGET FUNDING. Staff $ - $ - . CMAQ $ 50,000 $ 50,000 . Servs & Supp $ - $ - . Professional $ 50,000 $ 50,000 . Special/ Capital $ - $ - . Indirect $ - $ -

. Total $ 50,000 $ 50,000 . Total $ 50,000 $ 50,000

Beg. Date End Date1. Reports documenting

growth7/1/15 6/30/16

2. Quarterly reports on Vanpool Subsidy program

7/1/15 6/30/16

3. Updated website 7/1/15 6/30/16


5. Newsletters, email correspondence/ instruction

7/1/15 6/30/16

6. Reports 7/1/15 6/30/16

7. Board presentation materials

7/1/15 6/30/16

8.

BUDGET FUNDING

> Staff $ 16,879 $ 16,734 > Local-STA/LTF & Other $ 159 $ -

. Servs & Supp $ 34,070 $ 34,070 > Local-SAFE $ 60,800 $ 105,729 > Professional $ - $ 45,000 . Special/ Capital $ - $ - > Indirect $ 10,010 $ 9,924

> Total $ 60,959 $ 105,729 > Total $ 60,959 $ 105,729

PCT 3519Vanpool Subsidy Program (Carryover)

3519

TASKS PRODUCTSExpansion of Vanpool Subsidy Program.

Ongoing management and oversight of Vanpoolsubsidy program and vanpool partner.

Maintain up to date information on Ridesharewebsite relating to Vanpool Incentive program.

Creation of necessary marketing materials forVanpool subsidy program.Communication with vanpool subsidy participantsin conjunction with Back 'N' Forth Club.

Oversight of reporting requirements surroundingVanpool Subsidy Program.Presentation of Vanpool Program to board.

Unanticipated

PCT 3520Commuter Campaign

3520

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Beg. Date End Date1. Updated Google transit Ongoing 6/30/16

2. Marketing Material; Radio, Television and Print Advertisements

7/1/15 6/30/16

3. Rideshare Month Campaign materials

7/1/15 10/31/15

4. Rideshare Month Report to Board

11/1/15 12/4/15

5. Website Updates 7/1/15 6/30/16

6. Marketing Materials 7/1/15 6/30/16

7. Commute programs 7/1/15 6/30/16


9.

BUDGET FUNDING


. Servs & Supp $ 55,000 $ 55,000 .Local-SLOCOG/Rideshare

$ 55,000 $ 55,000



> Total $ 64,387 $ 64,332 > Total $ 64,387 $ 64,332

Beg. Date End Date1. Distribution materials 7/1/15 6/30/16

Coordinate with transit operators to maintain datain Google Transit.

Employer Incentive Program3521

TASKS PRODUCTSIncrease employers’ participation in the Back 'N'Forth Club incentive program through clientreferrals and public outreach.

TASKS PRODUCTS

Market and promote ride match system throughpublic outreach and marketing to attract newusers and facilitate carpool matching, online bustrip planning and use of personal trip calendars.

Plan and execute Rideshare Month in Octoberincluding the development of marketing andcollateral materials, facilitation of planningmeetings, execution of the online "Ridesharechallenge" (to increase trip logs) and evaluation.

Coordinate with Back 'N' Forth Club Manager todevelop and present results of Rideshare MonthReport to Board.Continue to update Rideshare website withcommuter related information.Provide assistance, when needed, to Back 'N'Forth Club Manager on creation of marketingcollateral.Coordinate with Back 'N' Forth Club manager onemployer commute programs and vanpoolsubsidy program to eliminate duplication.

Prepare warrants for payments to vendors.

Unanticipated

PCT 3521

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2. Participant Surveys 7/1/15 6/30/16


4. Accounting materials 7/1/15 6/30/16

5. Administration materials 7/1/15 6/30/16

6. Quarterly reports Quarterly 6/30/167.

BUDGET FUNDING


. Servs & Supp $ - $ -


. Special/ Capital $ - $ - > Indirect $ 715 $ 710

> Total $ 1,922 $ 1,907 > Total $ 1,922 $ 1,907

Beg. Date End Date1. Online bus pass outlet 7/1/15 6/30/16

2. Quarterly and yearly reports

Quarterly 6/30/16

3. Marketing material 7/1/15 6/30/16

4.

Conduct a yearly participant survey regarding theincentive program. Manage distribution of incentives payments.Gather and assemble information to prepare andsubmit iCard orders.

Track program expenses and revenues and setbenchmarks for future programming.

Administer the program via participant invoices,redemptions and online updates. Gather anddocument incentive and redemption informationto create VISA card orders. Gather andassemble incentive and user information forjournal entry and for preparing invoices.

Prepare Quarterly Reports.Unanticipated

PCT 3522Online Bus Pass Purchases

3522

TASKS PRODUCTSMaintain online Regional Bus Pass Outlet(rideshare.org/transit/purchaseyourpass) toinclude sales of all regional monthly bus passes.

Administer pass sales and maintain inventory,and develop Quarterly Sales Reports for transitoperators and yearly Cost Break Even AnalysisReport. Create opportunities for marketing online passes.

Unanticipated

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BUDGET FUNDING


. Servs & Supp $ - $ - Local-LTF $ 1



> Total $ 5,324 $ 5,271 > Total $ 5,324 $ 5,271

Beg. Date End Date1. Evaluation Report &

presentation to SLOCOG9/1/15 12/3/15

2. Information reports 7/1/15 6/30/16

3. Youth Ride Free Marketing Plan

2/1/15 6/30/16

4. Collateral Material (advertisements, posters)

2/1/15 6/30/16

5. Improved web page 5/1/15 6/30/16

6. Outreach program 5/1/15 6/30/16

7. Staff report 9/1/15 6/30/16

8.

BUDGET FUNDING> Staff $ 18,521 $ 18,773 > Local-LTF $ (0) $ 15 > Servs & Supp $ 30,000 $ 12,712 > FTA 5316 JARC $ 84,500 $ 75,755

> Professional $ 25,000 $ 33,157 . Local-STA/LTF & Other $ 5 $ 5


> Total $ 84,505 $ 75,775 > Total $ 84,505 $ 75,775

PCT 3531Youth Ride Free Summer Program

3531

TASKS PRODUCTSCreate Youth Ride Free Evaluation Report andpresent to SLOCOG Board.

Work with local transit operators to gain programparticipation.Develop collateral and implement marketing plan.

Work with summer youth programs to implementeducation campaign in exchange for freeridership. Create a webpage linking transit schedules andinformation. Promote program in conjunction with MobilityManagement outreach. Evaluate program through discussion with transitproviders.Unanticipated

PCT 3535JARC Mobility Management (Carryover)

3535

Note: Cycle 7 totals $118,000 with $84,500 estimated carryover budgeted in FY 2015/16.

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Beg. Date End Date1. Technical information

ReportsBi-Monthly 6/30/16

2. Summit in October 2015 7/1/15 11/1/15

3. Trainings and support materials (when requested/as needed)

7/1/15 6/30/16

4. Marketing and communication materials including updated website

7/1/15 6/30/16

5. Marketing and communication materials including e-newsletters, promotion and Spanish translation tools

7/1/15 6/30/16

6. Consortium, Strategic Oversight Committee and Marketing, Outreach & Ridership Group roster, agenda and minutes and Trainings (when requested/as needed)

7/1/15 6/30/16

7. Quarterly reports 7/1/15 6/30/16

8. Staff report(s) on performance objectives

7/1/15 6/30/16

9. Updated Plan 7/1/15 6/30/16

10.

PRODUCTS

Unanticipated

TASKSIdentify and provide technical assistance toMobility Managers within social service agenciesand organizations. Continued coordination withmultiple service providers to createcommunication between multiple agencies. Setmeetings and prepare agendas.

Organize a Mobility Management Summit toeducate social service agents, public andemployers on what Mobility Management is andservices available in SLO County.

Update and create training materials for publicand Mobility Managers. Provide trainings topublic and Mobility Managers on various serviceoptions in county.Promote mobility trainings and 511 updatesthrough Rideshare website, 511 phone tree,transit agency websites and marketing/PR/advertising as deemed appropriate byRideshare management. Promote the expanded role of RegionalRideshare via website, 511, presentations, Boardmeetings, career centers, marketing, publicoutreach, partner agencies channels and specialevents.

Engage in outreach to each underservedpopulation including; seniors, persons withdisabilities, native Spanish speakers, low incomeindividuals and youth.

Quarterly reports on trends in transit ridership by operator, specialized transit by program or agency and overall, number of training activities, number of social service agencies and agents involved, total number of participants at trainings, number of requests for personalized trip planning, project level progress, hits on rideshare.org website, e-newsletter opens, online bus pass sales, VIP passes administered and ridematch registrants.

Quantify the coordination projects' success using annual participation levels.

Perform update to Human Services ConsolidatedTransportation Plan.

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BUDGET FUNDING

> Staff $ 27,571 $ 27,574 > FTA 5310 Sr & Disabled $ 58,918 $ 58,911

> Servs & Supp $ 14,997 $ 14,985 . Professional $ - $ - . Special/ Capital $ - $ - > Indirect $ 16,351 $ 16,353

> Total $ 58,918 $ 58,911 > Total $ 58,918 $ 58,911

Beg. Date End Date1. Collateral created,

outreach conducted and reported via quarterly reports

10/1/15 6/30/16

2. Agendas, meeting notes 10/1/15 6/30/16

3. Agendas, meeting notes 10/1/15 6/30/16

4. Updates to 511 and current collateral

10/1/15 6/30/16

PCT 3536Senior & Disabled Mobility Management

3536

TASKS PRODUCTSIncrease the awareness in Senior andDisadvantaged Communities about the differentpublic transit options (the most affordablechoices), expand the knowledge about how touse both regional and local public transportation(especially how to navigate among them, forlonger trips with transfers).

Work with all the regional and local partners (bothtransportation and social services sides as wellas individual members of the community, notenrolled in a specific program) to improvecommunication and develop joint projectsbetween transportation providers and socialservice agencies, including senior advocacygroups and organizations representing personswith disabilities.

Identify and encourage private sector responsesto specialized transportation needs, such as taxis, jitneys and commercial operator options.

Continue to improve services offered to the publicthrough the 511 webpage and phone systemwhere visitors can get 24 hour public transit andtrip planning information; supplement thisautomated option with making site visits to seniorgroups or daytime activity centers for personswith disabilities and adapt the format/volume ofinformation to their specific needs to make iteasier to understand and memorize.

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5. Reports to Board 10/1/15 6/30/16

6. Meeting notes, Reports to Board

10/1/15 6/30/16

7. Event attendance 10/1/15 6/30/16

8. Bills, warrants 10/1/15 6/30/16

9.

BUDGET FUNDING


. Servs & Supp $ 19,400 $ 19,400



> Total $ 42,852 $ 23,436 > Total $ 42,852 $ 23,436

Beg. Date End Date1. Bike Month promotional

materials2/1/16 4/30/16

2. Bike Month Commuter Challenge Program

3/1/16 5/31/16

3. Bicycle related safety promotion materials (as requested)

7/1/15 6/30/16

4. Research materials for distribution

7/1/15 6/30/16

5. Research and promotional materials

5/1/16 6/30/16

Quantify the coordination projects’ success usingannual participation levels including how manyagencies are involved, how many contacts havebeen made, how many follow-up inquiries werereceived from the client base, and the ridershiptrends on local and regional services as well astrends in discount fare media sold.

Identification of unmet needs and joint solutions between social services organizations, public transportation agencies and other stakeholders.

Staff the Transportations’ Solutions Booths atlocal events with the help of all transportationproviders.Program administration in-house such as billing, invoicing and oversight.Unanticipated

PCT 3540Bicycle Program Advocacy and Promotion

3540

TASKS PRODUCTSCoordinate Bike Month events for SLO County.

Promote and expand the Online Commuter BikeChallenge through marketing, public outreachand user feedback.

Provide activities and information for cyclists andpotential cyclists to adopt a cycling lifestylethrough the rideshare website, outreach events,social media and partner agencies.

Collaborate with other bicycle groups to identifyimpediments to bicycle commuting, includingbike/transit trips. Coordinate with other agencies’ bicyclepromotions including SLO County BicycleCoalition, HEAL SLO, SLO Bike Club and SafeRoutes to School Programs.

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6.

BUDGET FUNDING> Staff $ - $ 19,331 > TE-SRTS $ 15,000 $ 31,104 > Servs & Supp $ 15,000 $ 328 Local-LTF $ 20 . Professional $ - $ - . Special/ Capital $ - $ - > Indirect $ - $ 11,464

> Total $ 15,000 $ 31,124 > Total $ 15,000 $ 31,124

Beg. Date End Date1. Grant

Criteria/Promotions7/1/15 6/30/16

2. Outreach Materials 7/1/15 6/30/16

3. Meeting Agendas & Minutes and Notes

7/1/15 6/30/16


5. Administrative materials Ongoing 6/30/16

6.

7.

Unanticipated

PCT 3566

Safe Routes to School (STIP TE) (Carryover)

3566

Note: Total grant $195,000 & match provided with Toll Credits. Grant received FY 12/13 $13,556.12; grant received FY 13/14 $86,912.64; grant budgeted FY 14/15 $81,230; grant budgeted FY 15/16 $15,000.

TASKS PRODUCTSDevelop Three Level Mini-Grant Program for K-12 grade schools.Provide bilingual Safe Routes to School supportmaterials and outreach to educators, parents andcommunity members.

Manage SRTS Taskforce - a coalition of agenciesand organizations that utilize the SRTS programto educate K-12 students on healthier livingpractices. Incorporate online information in English andSpanish for Safe Routes to School program viathe Rideshare website. Prepare and process warrants for purchases andmini grants.This task was moved to WE 3567 pendingapproval of OWP Amendment No. 2 10/7/15: Work with SLOCOG planning staff to develop theregion's first Safe Routes to School Planincluding a prioritization tool and priority list ofprojects.

Unanticipated

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BUDGET FUNDING> Staff $ 38,354 $ 19,269 > Local-SHA $ 61,100 $ 60,866 > Servs & Supp $ - $ 20,169 > Professional $ - $ 10,000 . Special/ Capital $ - $ - > Indirect $ 22,746 $ 11,428

#### Total $ 61,100 $ 60,866 > Total $ 61,100 $ 60,866

Beg. Date End Date1. Grant

Criteria/Promotions7/1/15 6/30/16

2. Outreach Materials 7/1/15 6/30/16

3. Meeting Agendas & Minutes and Notes

7/1/15 6/30/16


5. Administrative materials (executed warrants)

Ongoing 6/30/16

6. Final Plan 7/1/15 6/30/16

7.

PCT 3567

Prepare and process warrants for purchases andmini grants.

Unanticipated

Safe Routes to School (SHA)3567

TASKS PRODUCTSDevelop Three Level Mini-Grant Program for K-12 grade schools.Provide bilingual Safe Routes to School supportmaterials and outreach to educators, parents andcommunity members.

Manage SRTS Taskforce - a coalition of agenciesand organizations that utilize the SRTS programto educate K-12 students on healthier livingpractices. Incorporate online information in English andSpanish for Safe Routes to School program viathe Rideshare website.

This task was added to WE 3567 (removed fromWE 3566) pending approval of OWP AmendmentNo. 2 10/7/15: Work with SLOCOG planning staffto develop the region's first Safe Routes toSchool Plan including a prioritization tool andpriority list of projects.

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BUDGET FUNDING> Staff $ 17,359 $ 17,489 . Local-LTF $ 0 $ 0

. Servs & Supp $ 2,000 $ 2,000 > Local-STA/LTF & Other $ 24,654 $ 24,861

. Professional $ - $ - .Local-SLOCOG/Rideshare

$ 5,000 $ 5,000


> Total $ 29,654 $ 29,861 > Total $ 29,654 $ 29,861

Beg. Date End Date1. TDM best practices 7/1/15 6/30/16

2. Staff Evaluations/Reports 7/1/15 6/30/16

3. Potential programs 7/1/15 6/30/16

4. Administrative materials 7/1/15 6/30/16

5.

PCT 3570Rideshare Administration

3570

TASKS PRODUCTSTrain and develop Rideshare staff to learnTransportation Demand Management bestpractices and increase professional developmentopportunities.Conduct staff evaluations (one per staff per year)and provide SLOCOG staff support.

Continue to procure funding through grantopportunities, write contracts and RFPs.Process Rideshare invoices and handleadministrative duties. Provide assistance forwalk-in inquiries including RTA discount andsenior bus pass applicants: assist with bus passapplications, take photos, and forward material toRTA for processing.

Unanticipated

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Program Category 4 - Regional Transportation Planning

WE 4000 Regional Transportation Planning

Management Staff: Steve Devencenzi

Goal: Ongoing comprehensive, coordinated, cooperative and continuous planning process resulting in a comprehensive, intermodal transportation system that limits future congestion, enhances mobility, safety, and quality of life while maximizing economic vitality and participation and input by the general public, member jurisdictions, Caltrans and affected parties in transportation decision-making process.

Objectives: 1. To conduct a continuous, cooperative, coordinated, and comprehensive planning process with the general public, member agencies, Caltrans, and affected parties (regional planning cooperation).2. To meet the requirements of the Public Participation Plan.3. To monitor and track progress toward RTP goals, policies and actions identified in the 2014 RTP.4. To accomplish a comprehensive update of the RTP based on the agency’s four-year planning cycle.

Previous / Ongoing Work: Developed and updated Regional Growth Forecasts. Developed a new regional land use model (Community Viz). Coordinated with LAFCO and APCD staff to consider LAFCO policies and integrate emissions modeling activities. Reviewed assumptions for RTP/SCS policies and strategies, revenues and expenditures, public transportation and transportation demand management, highways streets and roads and active transportation considerations in preparation for the 2014 RTP (adopted 2015). Staff also conducted inter-agency coordination efforts to define needs and develop policy direction in response to SB 375.

Multi-year activities: Update Regional Transportation Plan and adopt the Sustainable Communities Strategy (Winter 2014)

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BUDGET FUNDING> Staff $ 7,808 $ 6,122 > FHWA PL $ 14,339 $ 11,653 . Servs & Supp $ 1,900 $ 1,900 . Professional $ - $ - . Special/ Capital $ - $ - > Indirect $ 4,631 $ 3,631

> Total $ 14,339 $ 11,653 > Total $ 14,339 $ 11,653

Beg. Date End Date1. Staff reports to the Board

and other stakeholders regarding emerging standards and practices

7/1/15 6/30/16

2. Plan and Project Review tool / database

7/1/15 11/30/16

3.

BUDGET FUNDING> Staff $ 10,130 $ 10,139 . Local-LTF $ - $ - . Servs & Supp $ - $ - . Local-SHA $ - $ - . Professional $ - $ - > FHWA PL $ 16,137 $ 16,152 . Special/ Capital $ - $ - > Indirect $ 6,008 $ 6,013

> Total $ 16,137 $ 16,152 > Total $ 16,137 $ 16,152

Beg. Date End Date1. RFP, Board-approved

contract3/1/16 6/30/16

PCT 4100

Regional Transportation Plan Amendments

4100


TASKS PRODUCTSMonitor RTP implementation and address policyissues with member jurisdictions, other regionalagencies and the state.

Assess adopted RTP policies, develop matrix ofpolicies to streamline and aid planner reviews ofnew projects and plans for consistency with theadopted RTP. Unanticipated

PCT 4110Regional Growth Forecasts

4110


TASKS PRODUCTSPrepare and distribute RFP, select consultant and execute contract to update Regional GrowthForecast (population, housing, and employment)report based on best available data for use indeveloping 2018 RTP/SCS and future land usescenarios.

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2. Formal contract 7/1/16 10/31/16

3. Report, consultant presentation

7/1/16 10/31/16


7/1/16 12/15/16

5.

BUDGET FUNDING> Staff $ 41,335 $ 46,737 . Local-LTF $ - $ - . Servs & Supp $ - $ - > FHWA PL $ 65,848 $ 74,455 . Professional $ - $ - . Special/ Capital $ - $ - > Indirect $ 24,514 $ 27,718

> Total $ 65,848 $ 74,455 > Total $ 65,848 $ 74,455

Beg. Date End Date1. Comments on plans,

projects, and studies7/1/15 6/30/16

2. Letters/related data/ information/ comments on plans (ongoing)/staff reports

7/1/15 6/30/16

3. Comment letters (ongoing)

7/1/15 6/30/16

PCT 4200

Projected Tasks for 2016/17Manage consultant study and provide input andreviews and considerations of adopted RHNAand 2014 RTP/SCS.Compile and develop a Regional GrowthForecast document to include consultant-developed and staff-developed projections forpopulation, housing, and employment data andforecasts for Board approval.Develop methodology and projected changes toAge and Income categories by subregions inconjunction with the Regional Growth Forecasteffort and the (PCT 4300 grant request) Age-Friendly Community Assessment whereappropriate.

Unanticipated

Intergovernmental Review, Coordination and Support

4200


TASKS PRODUCTSCreate, strengthen and use partnerships tofacilitate and conduct regional transportationplanning activities with transit providers, cities,county, Caltrans, and private sector stakeholders.

Facilitate coordination of regional transportationplanning with land use, open space, job-housingbalance, environmental constraints for land usedecisions by member agencies. Review andprovide feedback to member jurisdictions onplans and projects.

Identify polices, strategies, programs and actionsthat enhance the movement of people, goods,services and information on the regional, inter-regional, and state highway system throughcollaboration and partnerships.

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4. Modified procedures, rules and programming criteria

7/1/15 6/30/16

5.

BUDGET FUNDING> Staff $ 25,012 $ 32,511 > Local-LTF $ 11,779 $ 19,281 > Servs & Supp $ 200 $ 3,837 > Prop 84 $ 28,266 $ 36,348 . Professional $ - $ - . Special/ Capital $ - $ - > Indirect $ 14,833 $ 19,281

> Total $ 40,045 $ 55,629 > Total $ 40,045 $ 55,629

Beg. Date End Date1. Technical information 7/1/15 12/30/15

2. Presentations to community groups and others regarding RTP and SCS

7/1/15 12/3/15

Unanticipated

PCT 4966

Strategic Growth Council Sustainable Communities Strategies (SCS) (RTP/SCS & Regional Housing) (Carryover)

Goal: Update of the RTP and adopt a Sustainable Communities Strategy

4966

Note: Total grant $333,716 with no match requirement. Grant received FY 12/13 $35,380, reimbursed FY 13/14 $139,695 & budgeted FY 14/15 $130,375 & budgeted FY 15/16 $28,266.

Note: Audits and Investigations requires listing indirect costs for each work element. Indirect costs are ineligible for reimbursement in this grant program.

A. Regional Transportation Plan Update and Sustainable Communities Strategy

Assess new state/federal rules, regulations,policies and programs and modify planningprocedures as needed.

TASKS PRODUCTSContinue to refine planning and technicalcapabilities to address modelling needs. Conduct public outreach activities withstakeholders and public regarding the RTP andSCS.

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3. Report and presentation materials

7/1/15 12/30/15

4. Meeting notes/shared GIS information

Ongoing 6/30/16

5.

Beg. Date End Date1. Consultant and Staff

report7/1/15 4/30/16

2. Consultant and Staff report

7/1/15 4/30/16

3.

Prepare reports and presentation materials,disseminate and present to advisory committees,SLOCOG Board, city councils, and otherinterested parties. Coordinate with area agencies to fostercollaborative acquisition and dissemination ofGIS: geospatial information and technology(Data Warehouse Committee, Parcel BaseCommittee, GIS Community of Interest and GISCollaborative).Unanticipated

B. Regional Housing Carryover TasksTASKS PRODUCTS

Conduct an analysis of development feeassessments and various AB 1600 fees for alljurisdictions.AB 1600 (and potentially SB 743 CEQA analysis)Developer Impact Fee Program Inventory andAssessment.Unanticipated

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Program Category 5 - Highways, Corridors and Routes of Regional Significance

WE 5000 Highways, Corridors, and Routes of Regional Significance

Management Staff: Richard Murphy

Goal: Develop and implement an ongoing, comprehensive and integrated strategy for the maintenance, improvement, management and sustainability of major transportation corridors, state highways, routes of regional significance and major local streets and roads; reducing traffic congestion, providing a seamless interface and connectivity for all transportation modes; and assuring safe, efficient, convenient and reliable movement of people and commodities, while addressing community values and environmental sensitivity

Objectives: 1. Identify existing and projected roadway maintenance, safety, capacity needs and system deficiencies; assess operational and capacity-increasing improvement options, adequately scope projects, and prioritize and seek funding for improvements.2. Formulate a balanced comprehensive transportation system improvement strategy consistent with the adopted US 101 Major Investment Studies and the adopted Regional Transportation Plan.3. Maintain, update and use the regional traffic model; and analyze proposed land use changes/future land-use scenarios or transportation system modifications to identify existing and projected deficiencies. 4. Conduct early and continuous, cooperative, coordinated and comprehensive planning with the general public, member agencies, Caltrans, resource agencies and affected parties including interest groups that are traditionally underrepresented, such as under-represented and under-served populations, such as the elderly, disabled, low-income, and minority (i.e. Black, Hispanic, Asian American, American Indian/Alaskan Native, and Pacific Islander).

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BUDGET FUNDING> Staff $ 146,064 $ 145,148 > Local-SHA $ 235,887 $ 232,428 . Servs & Supp $ 1,200 $ 1,200 > Professional $ 2,000 $ - . Special/ Capital $ - $ - > Indirect $ 86,623 $ 86,080

> Total $ 235,887 $ 232,428 > Total $ 235,887 $ 232,428

Previous / Ongoing Work: Plans and Studies: US 101 Corridor Mobility Master Plan (2014), 2014 RTP, US 101 North County Corridor Study (2010), Route 166 Safety Corridor Study (2002), Route 101 Safety Corridor Study (2002), Route 227 Corridor Study (2003), and numerous Caltrans System Studies, Route 46 West Improvement Study (2002), Route 1 Major Investment Study in San Luis Obispo, 2010 Regional Transportation Plan Preliminary Sustainable Community Strategies (RTP-PSCS) and numerous local studies. Reviewed Caltrans, plans and studies: CA Transportation Plan, Transportation Concept Reports ({1, 227, 58, 46, and 101}, et. al.), 101 and Corridor Mobility Improvement Account (CMIA) Proposals (2007) and Corridor System Management Plan (2012). Project Scoping Studies: Comments on Caltrans three year strategic plan for Project Initiation Documents; participation in PSRs for “Major Projects” include, but are not limited to: Rte. 227, Rte. 101 San Luis Obispo to South County, Brisco Road, El Campo Road, Santa Rosa, Traffic Way, 41/101, Vineyard, Willow Road, Route 46 and numerous projects on routes of regional significance.

Regional Traffic Model (See PCT 5400): A major update occurred in 2012/13 resulting in: a new SLOCOG traffic model with a 2010 calibrated base year, expanded TAZ network, improved LU inputs, interactions and utilities.

Multi-year activities: US 101 Corridor Mobility Master Plan, US 101 Transportation Concept Report, Traffic Model Maintenance, update, operation, and micro-simulation – work with transportation consultant on an as-needed basis to carry out model maintenance, update, operation and micro-simulation activities.

5000

Note: Budget includes PCT 5100 & 5200.

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Beg. Date End Date1. Amended list of highway,

streets and roads projects for programming when funding is available

7/1/15 6/30/16

2. Comment letters, improved plans and prioritized projects

7/1/15 6/30/16

3. Agendas, fact sheets and consistent, coordinated planning documents on the corridor. Correspondence to local jurisdictions

7/1/15 6/30/16

4. Photos, data, cost information, fact sheets

7/1/15 6/30/16

5. Comment letters 7/1/15 6/30/16

6. Minutes 7/1/15 6/30/16

PCT 5100

Surface Transportation Planning and Coordination

TASKS PRODUCTSConduct planning activities (including corridorstudies, and other transportation planningstudies) to identify and develop candidateprojects for future Transportation ImprovementPrograms from: Major Investment Studies, 2014RTP, 101 Mobility Plan, Route Corridor Plans,Concept Plans, Freeway Express Stop Study,2009 Route 46 Comprehensive Corridor Studyand route improvement plans (US 101 andRoutes 227, 46, 1, 41 and 166 and other planningstudies).

Provide input to jurisdictions on plans andprojects: review for consistency with SLOCOGRTP, recommend changes if inconsistent, requirechanges/ collaborate on changes if projects areto be funded with regional funds, consistent withprojects listed in Information Elements; attendtechnical meetings to ensure consistency duringproject development.

Participate in the US 101 Central Coast Coalition,and disseminate information regarding highpriority improvements along the US 101 Corridorin SLO County. (Note: Any lobby activitiesunder this program are addressed under WE0700.)

Develop and maintain supporting materials forregionally significant projects (before and afterphotos, cost information and performance dataon projects) for incorporation into fact sheets.

Review and comment on Caltrans SHOPPProjects, coordinate annual review of ten-yearSHOPP with TTAC.Attend technical meetings and prepare notes.

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7. Agendas; minutes; comment letters; staff report(s)

7/1/15 6/30/16

8. Agendas; minutes; report analysis; and study

7/1/15 6/30/16

9.

Beg. Date End Date1. Consistent transportation

planning documents/Projects in development

7/1/15 6/30/16

2. Comment letters 7/1/15 6/30/16

3. 3 year strategic plan; correspondence

7/1/15 4/1/16

4. Meeting notes, staff reports, comments on technical documents, draft PSR/PDS, final PSR/PDS

7/1/15 12/30/15

Special Studies: o Jurisdictional split analysis for the 46W/101 ICand frontage road system;o Highway 41 Corridor Study (Atascadero).

Ongoing system wide planning coordination &implementation (ongoing- mandated):o Follow-up action on adopted studies and plans(MIS, RTP, special plans);o Participate and respond: ongoing planningstudies;o US 101 Central Coast & Caltrans Directorscoordination (Hwy 101 focus);o Planning and coordination activities on Route 1Scenic Byway; continue to implement BywayCorridor Plan objectives and priority projects (nogrant);o Project and Plan updates, fact sheets,schedules;o Review Strategic Highway Safety Plan forimplications and applicability.

Unanticipated

PCT 5200

Project Initiation Document/Project Study Coordination

TASKS PRODUCTSCoordinate with local jurisdictions fordevelopment of Project Initiation Documents andProject Study reports; including review ofdeficiencies, development of RFP, review andconsultant selection, participation in ProjectDevelopment Team meetings.

Review Caltrans Districtwide Status Report toidentify upcoming PIDs (maintenance, SHOPP,Minor A, etc.) and look for opportunities to partnerto achieve mutual goals consistent with the RTP.

Coordinate with Caltrans and affectedjurisdictions to prioritize recommendations forintegration into Caltrans three-year PID StrategicPlan - consistent with Smart Mobility Frameworkand expanded Performance-based planningefforts in 3000.

Facilitate PSR/PDS for operational improvementson US 101 (Pismo Beach Area): attend meetings,review interim products, report to TTAC andSLOCOG Board. Facilitate distribution of agendaand staff reports.

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5. Meeting notes, staff reports, comments on technical documents, draft PSR/PDS, final PSR/PDS

7/1/15 12/30/15

6. Meeting notes/Reports 7/1/15 6/30/16

7.

Facilitate PSR/PDS for Avila Beach Driveinterchange and Spyglass Drive offramp: attendmeetings, review interim products, report toTTAC and SLOCOG Board.

Participate in ongoing draft PSRs (e.g. Main St.,Templeton; Avila Beach Dr.; Fair Oaks Blvd., SR1/Main St.); assure conformity with PIDGuidelines and consistency with long range plans(e.g. RTP, 101 corridor study, TCRs, etc.).

Unanticipated

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Program Category 5.3 - Route 1 SLO North Coast Scenic Byway Program

WE 5300 Scenic Byway ProgramManagement Staff: Richard Murphy

Vision Statement: Protect the corridor’s intrinsic qualities and natural resources, while enhancing access, transportation facilities and educating the traveling public.

Goal: • Protection of intrinsic qualities and resources• Improved off-highway non-motorized access• Development of the California Coastal Trail• Maintain and enhance scenic viewsheds• Improved access to public lands, balanced with protection of natural resources• Enhanced aesthetics of highway facilities• Commitment to public outreach and involvement

Objectives: 1. Implement the goals, policies and programs identified in the Route 1 San Luis Obispo North Coast Scenic Byway Corridor Management Plan.2. Finalize Update of the Byway Corridor Management Plan.3. Pursue funding for Byway projects and programs identified in the Byway Corridor Plan.

Previous / Ongoing Work: SLO North Coast Scenic Byway designation and Corridor Plan (2003, 2006), Cayucos Scenic Viewshed Acquisition (2006), Piedras Blancas Scenic Viewshed Acquisition (2007), Bilingual Radio Interpretation Study (2009), North San Luis Obispo County Coastal Trail Plan (2012), Byway Planning and Coordination (2009, 2010, 2011, 2012, 2013). Coordinate and facilitate other public outreach activities. Develop Administrative Draft North Coast Scenic Byway Plan.

Multi-year activities: Corridor Management Plan Update, Highway 1 Gateway Monuments Program and Highway 1 Interpretive Signage Program

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BUDGET FUNDING. Staff $ - $ - . Local-LTF $ 26,180 $ 26,180 . Servs & Supp $ - $ - > Fed Byway $ 179,468 $ 185,537 > Professional $ 479,648 $ 485,717 . Local-SHA $ 99,000 $ 99,000

. Special/ Capital $ - $ - .Local-SLOCOG/Rideshare

$ 175,000 $ 175,000

. Indirect $ - $ -

> Total $ 479,648 $ 485,717 > Total $ 479,648 $ 485,717

Beg. Date End Date1. CM Inspection sheets

and schedule tracking sheets

7/1/15 12/31/15

2. Reports, contract management, and final close out documents

Ongoing

3.

PCT 5320

Highway 1 Gateway Monuments Program (Carryover)

5320

Note: Total grant $304,000 & match $81,006 (78.96%/21.04%). Grant reimbursed through FY 13/14 $98,532. Grant budgeted FY 14/15 $26,000 & FY 15/16 $179,468.Added funding: SLOCOG $99,000; SLO County $125,000; SLO City $40,000 & Private Donation San Simeon $10,000.

TASKS PRODUCTSManage construction phase including installationand construction administration.

Comply with Local Assistance ProceduresManual for grant administration, including projectmanagement activities.Unanticipated

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BUDGET FUNDING. Staff $ - $ - > Local-LTF $ 17,485 $ 25,211 . Servs & Supp $ - $ - > Fed Byway $ 114,708 $ 120,161 > Professional $ 133,246 $ 150,201 > Local-SHA $ 1,053 $ 4,829 . Special/ Capital $ - $ - . Indirect $ - $ -

> Total $ 133,246 $ 150,201 > Total $ 133,246 $ 150,201

Beg. Date End Date1. CM Inspection sheets

and schedule tracking sheets

7/1/15 12/31/15

2. Reports, contract management, and final close out documents

Ongoing

3.

PCT 5330

Highway 1 Scenic Byway Interpretive Signage Program (Carryover)

5330

Note: Total grant $312,000 & match $78,000 (80%/20%). Grant reimbursed through FY 13/14 $157,292. Grant budgeted FY 14/15 $40,000 & FY 15/16 $114,708.

TASKS PRODUCTSManage construction phase including installationand construction administration.

Comply with Local Assistance ProceduresManual for grant administration, including projectmanagement activities.Unanticipated

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Program Category 6 - Integration with All Modes of Transportation

WE 6000 Integration with All Modes of Transportation

Management Staff: Peter Rodgers and Richard Murphy

Goal: Provide a comprehensive and integrated system of safe, reliable, and convenient transportation modes, including bikeways, pedestrian facilities, passenger rail and aviation services, highways and local roads throughout the region.

Objectives: 1. Create, maintain and facilitate the development of a comprehensive, safe and interconnected surface transportation system (roadway, bikeway, trail and pedestrian system).2. Develop finance strategies and identify priority transportation projects for ATP funding.3. Enhance frequency, reliability, effectiveness and average speeds of intercity passenger rail services and freight transportation.4. Improve pedestrian safety around schools and senior facilities by coordinating with Rideshare on their safe routes to school and mobility management programs.5. Maintain a robust Park and Ride Lot system countywide incorporating express bus stops and Electric Vehicle charging stations, where warranted. 6. Provide intergovernmental coordination to enhance rail station improvements in the cities of San Luis Obispo, Grover Beach and Paso Robles; and seek to secure approvals to start new Coast Daylight train (Los Angeles/San Francisco); facilitate and plan the expansion of Surfliner services and interregional bus feeder connections. Participate in LOSSAN and the CRCC.7. Maintain and enhance the regional aviation system serving the region, integrate the system with all other modes of transportation, and ensure access to local airport integrates local, regional, state and federal policies and priorities.

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BUDGET FUNDING> Staff $ 48,125 $ 47,353 . Local-LTF $ - $ - . Servs & Supp $ 1,700 $ 1,700 > FHWA PL $ 78,366 $ 77,135 . Professional $ - $ - . Special/ Capital $ - $ - > Indirect $ 28,541 $ 28,083

> Total $ 78,366 $ 77,135 > Total $ 78,366 $ 77,135

Beg. Date End Date1. List of non-motorized

projects for programming when funding is available (prioritized projects)

7/1/15 6/30/16

Previous / Ongoing Work: Bikeways and Pedestrian: 2010 Regional Transportation Plan Bicycle Element, integration of bike and pedestrian facilities into various street, road, and highway projects; completion of various bikeway, pedestrian, multi-use trails, and boardwalks in all communities; and safe routes to school/empowerment program. Coordination with City/County Circulation elements and bikeway plans. Park and Ride: 2013 Park & Ride (P&R) Lot Study (August 2013); Finance plan for P&R high priority improvements; Rail Planning: Acted as lead agency in the formation, coordination, and staffing of the Coast Rail Coordinating Council; assisted in planning and development of Grover Beach Rail station and Paso Robles Multi-modal Facility. SLO Train Layover facility, station and parking enhancements, and facilitated rail improvements and services. Aviation Planning: Developed Aviation Capital Improvement Plans; completed commercial air passenger feasibility study in North County (2002) and completed a regional jet feasibility study (2002).

PCT 6100

Active Transportation (Bicycle, Pedestrian & Trail) Planning and Coordination

6100


TASKS PRODUCTSConduct, coordinate planning and facilitationactivities to identify and develop candidateprojects for future Transportation ImprovementPrograms from Coastal Trail Corridor Plan,Salinas River Trail Corridor Plan, City to Sea TrailCorridor Plan, Morro Bay to Cayucos CorridorPlan, Chorro Valley Trail Corridor Plan, SouthCounty Anza Trail Corridor Plan, and SafeRoutes to School Inventories.

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2. Improved plans and projects; meeting notes, comment letters, position statements, and documented public comment at local agency meetings (when requested/as needed)

7/1/15 6/30/16

3. Letters and position statements, documented public comments during meetings

7/1/15 6/30/16

4. Technical documents. Support letters

7/1/15 6/30/16


6. Maps, data for local agencies

7/1/15 6/30/16

7. Administrative materials 7/1/15 6/30/16

8. Active Transportation Strategic Implementation Plan

7/1/15 2/3/16

9. Project concepts 7/1/15 6/30/16

Provide input to Caltrans and local jurisdictionson bike and pedestrian plans and projects: reviewfor consistency with SLOCOG RTP and NationalAssociation of City Transportation Officials(NACTO) requirements, recommend changes ifinconsistent, require changes/ collaborate onchanges if projects are to be funded with regionalfunds, consistent with projects listed inInformation Elements; attend technical meetingsto ensure consistency during project developmentand across regional boundaries. Examples ofplans/projects to comment on: Circulationelements, bike plans, Bob Jones trail, etc.

Work with Caltrans, Amtrak, and applicablejurisdictions to promote bicycle accommodationson buses and major bus stops and trains and atstations.

Grant Support: send announcements to localjurisdictions and agencies on the availability ofgrants: Active Transportation, TransportationAlternatives, Environmental Enhancement andMitigation. Assist applicants in preparingtechnical documentation (economic value, B/Canalysis, greenhouse gas documentation).Provide support letters for appropriate projects.

Coordinate and participate with bicycle andpedestrian advisory groups. Maintain and update inventory of bike routes, pathways, and boardwalk; including data on pedestrian, transit, and bikeway conditions around schools and senior facilities.

Prepare and process warrants for payment.

Prepare an Active Transportation ProgramStrategic Implementation Plan addressing andintegrating: safe routes to school inventory,health in public policies, regional trail andcommute corridors, gap closures, and leveragefunding. Coordinate with effort in 3540 (SRTSimplementation plan).

Coordinate with jurisdictions in preparing inadvance project concepts that could becompetitive for affordable housing andsustainable communities funding.

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10. Final Plan 7/1/15 12/31/15

11.

BUDGET FUNDING> Staff $ 9,442 $ 9,954 > Local-LTF $ (0) $ 41

. Servs & Supp $ - $ - > Cmnty-Based Planning $ 22,763 $ 68,808

> Professional $ 10,000 $ 60,637 > Local-SHA $ 2,279 $ 7,645 . Special/ Capital $ - $ - > Indirect $ 5,600 $ 5,903

> Total $ 25,042 $ 76,494 > Total $ 25,042 $ 76,494

Beg. Date End Date1. Alternatives maps,

chapter, cost matrix, implementation chapter

Ongoing 8/30/15

2. Admin Draft Plan, Public Review Draft Plan, 2 staff reports and board presentations, Final Plan

9/1/15 12/7/15

3. Quarterly reports, Final close out documents

7/1/15 6/30/16

4.

PCT 6130

South County Anza Trail Corridor Plan (SLO to Pismo Beach) (Carryover)

6130

Note: Total Community-Based Transportation Planning Grant $150,000 & match $16,678 (90% grant/10% match). Grant reimbursed FY 13/14 $836 & match $92. Grant reimbursed in FY 14/15 $80,356 & match $8,941; budgeted FY 15/16 $68,808 & match $7,645.

TASKS PRODUCTSAlternatives Analysis and implementation: workwith consultant to develop trail alternatives, costestimates, and implementationrecommendations. Review consultant work.

Develop administrative and public review draftplan, present to SLOCOG Board, integratecomments, develop final plan. Present final toSLOCOG Board.

Work with SLOCOG planning staff to develop theregion's first Safe Routes to School Planincluding a prioritization tool and priority list ofprojects. Unanticipated

Fiscal Management: invoicing and quarterlyreports.Unanticipated

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BUDGET FUNDING> Staff $ 16,579 $ 16,451 > Local-LTF $ 132 $ (0). Servs & Supp $ - $ - > Local-SHA $ 26,279 $ 26,208 . Professional $ - $ - . Special/ Capital $ - $ - > Indirect $ 9,832 $ 9,756

> Total $ 26,411 $ 26,208 > Total $ 26,411 $ 26,208

Beg. Date End Date1. Plan addressing Park &

Ride Lot expansion and transit express stops

Formalize 10-year P&R lease agreement with St. William's Church

Ongoing

7/1/2015

6/30/2016

1/1/2016

2. Coordinated transportation system improvements

Plan addressing electric vehicle charging stations

Biannually

3. Plan implementation of PEV readiness plan

Ongoing 6/30/16

4.

Work with Central Coast Clean Cities Coalition(C5) at their biannual meetings and through theAir Pollution Control District to coordinatetransportation system improvements andincrease funding for alternative transportationinfrastructure, including plug-in electric vehicle(PEV) charging stations.

Participate with Plug-in Central CoastCoordinating Council in implementation of localplug-in electric vehicle (PEV) readiness plan.

Unanticipated

PCT 6160

Park and Ride Lot Facilitation & Improvement

6160

TASKS PRODUCTSCoordinate with Caltrans, County, RegionalRideshare and local jurisdictions throughout theyear when opportunities present themselves toassess transit express stops, new or expandedPark-and-Ride (P&R) Lots through constructionand lease agreements and/or increasing thenumber of spaces in current P&R lots in allplanning areas (San Luis Obispo, South County,North Coast, and North County).

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BUDGET FUNDING> Staff $ 75,161 $ 65,445 > Local-LTF $ 119,835 $ 104,357 . Servs & Supp $ 100 $ 100 . Professional $ - $ - . Special/ Capital $ - $ - > Indirect $ 44,574 $ 38,812

> Total $ 119,835 $ 104,357 > Total $ 119,835 $ 104,357

Beg. Date End Date1. Planned and

programmed rail projects. Agreement with Union Pacific on Track Access

7/1/15 6/30/16

2. Letters to agencies with information on upgrades

7/1/15 6/30/16

3. CRCC agendas and meeting minutes

Quarterly

4. Reports and Fact Sheets; Biweekly calls and monthly meetings

7/1/15 6/30/16

PCT 6200Rail Service Coordination

6200

TASKS PRODUCTSCoordinate with state, regional agencies andrailroad companies to facilitate planning andprogramming of rail improvements to increasethe quality, frequency, speed, and costeffectiveness of passenger rail services byidentifying opportunities for funding. FacilitateAmtrak MOU to secure track access.

Gather information and inform agencies aboutcapital investments in county rail stations,crossings, track signals and siding upgrades andassure safety, security and freight/passenger railconflicts by acting as a liaison for localjurisdictions with the Railroad (UPRR), Caltransand Federal Railroad Administration.

Facilitate quarterly Coast Rail CoordinatingCouncil (CRCC) Policy meetings and 8corresponding Technical Committee meetings,including preparation and distribution of agendasand meeting minutes. Continue to facilitatecoordinating efforts of the CRCC to start a newSan Francisco to Los Angeles train. Supportadditional meetings as requested per CRCCPolicy Board direction.

Participate in bi-weekly (24) Los Angeles-San-Diego-San Luis Obispo Rail Corridor Agency(LOSSAN) technical and monthly policy meetingsto improve Pacific Surfliner Service. Facilitatebiweekly teleconference calls for technicalmembers from the CA Intercity Passenger RailLeadership group.

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5. Updated Rail Capacity Model & Project list

7/1/15 6/30/16

6. Contract management of EIR/S documentation

7/1/15 12/30/15

7. CRCC website 7/1/15 6/30/16

8. Agenda and Intercity Rail brochures/policy positions

7/1/15 6/30/16

9. Various joint letters on policy positions

7/1/15 6/30/16

10.

BUDGET FUNDING> Staff $ 969 $ 968 > Local-LTF $ 43 $ 7,280 . Servs & Supp $ - $ - > PTA $ 11,000 $ 57,051 > Professional $ 9,500 $ 62,789 . Special/ Capital $ - $ - . Indirect $ 574 $ 574

> Total $ 11,043 $ 64,331 > Total $ 11,043 $ 64,331

Beg. Date End Date1. Final EISR & Draft NOA

(FRA review & accept)7/1/15 9/30/15

2. Draft ROD 7/1/15 9/30/15

3.

Provide planning support for rail capital projectselection for the Coast Daylight train throughupdated capacity model, and initiate projectdevelopment (PS&E) with STIP funds.

Administrative and contract support servicesassociated with the consultant-prepared EIR/S forthe Coast Rail Corridor (see PCT 6210).

Create Coast Rail Coordinating Council websiteportal. Participate in Statewide Rail Corridor Leadershipmeetings, including assistance to newly formedState Rail Legislative caucus, (if needed).

Support CA Intercity Rail Passenger LeadershipCoalition and technical group with biweeklyconference technical committee calls, supportmaterials for leadership, and respond toemerging issues.

Unanticipated

PCT 6210

Coast Daylight Service Investment Plan EIS/R and Record of Decision & Notice of Determination (ROD/NOD) (Carryover)

6210

TASKS PRODUCTSDistribute Final EIS-R .

Include commitment in Draft Record of Decision(ROD). Unanticipated

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BUDGET FUNDING> Staff $ 5,720 $ 5,705 > Local-LTF $ 9,113 $ 9,088 . Servs & Supp $ - $ - . Professional $ - $ - . Special/ Capital $ - $ - > Indirect $ 3,392 $ 3,383

> Total $ 9,113 $ 9,088 > Total $ 9,113 $ 9,088

Beg. Date End Date1. Ground Access

Improvement Planning List

7/1/15 6/30/16

2. Technical data exchange on access to air service (throughout the entire year) with focus on new RTA services on Route 227

7/1/15 6/30/16

3. Technical data exchange on access to air service (estimated biannually)

Biannually

4. Modified GIS data base information

7/1/15 6/30/16

5. Ground Access Plan 7/1/15 6/30/166.

PCT 6300Aviation Transportation Planning

6300

TASKS PRODUCTSMonitor ground access to airports (County ofSLO, City of San Luis Obispo, City of PasoRobles); includes US 101 and SR 227 andaccess to Paso Robles Airport and its relationshipto SR 46 improvements.

Assess opportunities to enhance transit to theairport with airport administrators, specifically theextension of regional transit services to the SLOairport.

Attend SLO Regional Airport Alliance meetings tocoordinate & integrate air service with surfacetransportation services.

Include airport land uses and needs in theagency's GIS data base including airportboundaries, runway configurations, safety andrunway protection zones and airport accesspoints including bicycle and pedestrian routesto/from the airports.Prepare ground access plan.Unanticipated

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BUDGET FUNDING. Staff $ 1,076 $ 1,076 > Local-LTF $ 1,715 $ 1,714 . Servs & Supp $ - $ - . Professional $ - $ - . Special/ Capital $ - $ - . Indirect $ 638 $ 638

> Total $ 1,715 $ 1,714 > Total $ 1,715 $ 1,714

Beg. Date End Date1. Technical data exchange

on access to ports; correspondence on Harbor District Study

7/1/15 6/30/16

2. Technical data exchange on access to ports; correspondence on Harbor District Study

7/1/15 6/30/16

3. Technical data exchange on access to ports; correspondence on Harbor District Study

7/1/15 6/30/16

4.

BUDGET FUNDING> Staff $ 14,649 $ 12,982 . Local-LTF $ (0) $ (0). Servs & Supp $ 100 $ 100 > Local-SHA $ 23,436 $ 20,782 . Professional $ - $ - . Special/ Capital $ - $ - > Indirect $ 8,687 $ 7,699

> Total $ 23,436 $ 20,782 > Total $ 23,436 $ 20,782

Beg. Date End Date1. Plan addressing

certification program7/1/14 6/30/15

6450

6500

TASKS PRODUCTSContinue research incorporating the BestWorkplaces model & Certification Program intoregional plans.

PCT 6450Maritime Transportation Planning

TASKS PRODUCTSIdentify and address issues related to access toseaports and harbors in coordination withaffected parties (Morro Bay & Port San LuisHarbor District, the County of SLO).

Consider transportation to ports and assessopportunities to enhance transit to the harbors.

Coordinate with Harbor District on circulationstudy, providing comments andrecommendations as applicable.

Unanticipated

PCT 6500

Reduce Vehicle Miles Traveled and Enhance Travel Services

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2. Bicycle programs and information resources

7/1/14 6/30/15

3. (Note 1) New information on best practices for trip reduction

7/1/14 6/30/15

4. (Note 2) Trip reduction ITS strategies

7/1/14 6/30/15

5. Research materials supporting insurance coverage

Ongoing 6/30/16

6.

Continue collaboration with Cal Poly and CuestaColleges by attending functions at colleges toplan Transportation Demand Managementprograms and services (such as bicycle programsor transportation information resources).

Meet twice yearly with Traffic Solutions andSouthern California ACT Chapter to exchangeindustry best practices and state-wide tripreduction coordination.Develop and participate in TDM SteeringCommittee to address trip reduction issuesthrough a multi-agency forum including IntelligentTransportation Systems (ITS).

Gather information regarding park & ride lots forinsurance coverage by SLOCOG. Prepare andprocess warrants.Unanticipated

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Program Category 7 - Public Participation and Interagency Coordination

WE 7000 - Public Participation and Interagency Coordination

Management Staff: Ronald De Carli and Stephanie Hicks

Goal: Assure the general public, Caltrans, member agencies, traditionally underrepresented and interested organizations have the maximum opportunity to access information, and secure and receive feedback on agendas, staff reports, census data, agency plans, programs, policies and legislation. Coordinate with other agencies on issues of mutual concern. Assess opportunities to develop new, regionwide, funding stream for transportation improvements.

Objectives: 1. Achieve access and participation by the general public, traditionally underrepresented populations, and interested organizations in all aspects of the regional planning and decision-making process; and disseminate information in an accessible format to the public on an ongoing, timely basis in accordance with adopted Public Participation Plan.2. Review and respond to local, regional and state plans, policies, programs and projects to facilitate implementation of adopted goals, objectives and programs. 3. Support effective decision making at the local and regional level by carrying out a comprehensive process of compiling, analyzing and disseminating the most current census, socio-economic and transportation data for the region. 4. Maintain and adhere to Public Participation Plan in compliance with State and Federal regulations and MPO “best practices.” 5. Inform elected officials and the public about the value and the benefits of transportation demand management programs through the SLO Regional Rideshare.6. Participate in inter-county and state/federal intergovernmental coordination and consultation.7. Assess transportation funding needs and supplemental funding options.

Previous / Ongoing Work: Public Participation: 2013 Public Participation Plan, annual reports, bi-monthly newsletters, website information, televised meetings, public outreach programs, notifications and meetings. 2011 public opinion poll results and recommendations.

Multi-year activities: 2015 public opinion polling initiated in FY 2014/2015.

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BUDGET FUNDING> Staff $ 202,092 $ 200,498 > FHWA PL $ 370,029 $ 367,490 . Servs & Supp $ 9,086 $ 9,086 . Professional $ 39,000 $ 39,000 . Special/ Capital $ - $ - > Indirect $ 119,851 $ 118,906

> Total $ 370,029 $ 367,490 > Total $ 370,029 $ 367,490

Beg. Date End Date1. Newsletters, public

hearing announcements, press releases

7/1/15 6/30/16

2. Newsletters, updated agency website

Bi-monthly 6/30/16

3. Newsletters, notices, announcements, video recordings of meetings

Bi-monthly 6/30/16

4. Annual Report 7/1/15 10/1/15

5. Meeting agendas and minutes

7/1/15 6/30/16

PCT 7100Public Participation

7100


TASKS PRODUCTSPrepare and publish press releases for projectsand programs, as applicable; public hearingnotices (all SLOCOG Board meetings) and bi-monthly newsletters (all even months), identifyingagency actions, key issues and upcoming eventsand proposals. Assure special attention isgranted in news releases and public notices forminority, low-income, disabled, and othertraditionally under-represented populations, orspecial needs groups and to extendtransportation planning to communities notengaged in discussions by providing Spanishtranslation and sign language when requested forSLOCOG Board meetings.

Publicize opportunities for local and statefunding/grants via website, bi-monthlynewsletters, advisory committees, staff reportsand notifications. Support the provision of public access to Boardmeetings.

Prepare Annual Report on the activities andaccomplishments of the agency. Maintain active advisory committees to reviewand provide comments on Board agenda items.Collect staff reports and distribute agendas forExecutive Committee, advisory committees(SSTAC, TTAC & CTAC) and SLOCOG Boardmeetings. Conduct quorum check, providerefreshments and take minutes of advisorycommittee meetings.

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6. Class presentations 7/1/15 6/30/16

7. Updated agency website Bi-monthly 6/30/16

8. Agency reports, studies, plans

7/1/15 6/30/16

9. Public Outreach policies, procedures, tools and fact sheets

7/1/15 6/30/16

10. Public Hearing Legal Ads 7/1/15 6/30/16

11. Orientation Packet 7/1/15 6/30/16

12. Agenda and notices distribution lists

7/1/15 6/30/16

13. Power points, graphics and video

7/1/15 6/30/16

14. Information, materials for distribution

7/1/15 6/30/16

15. Conflict of Interest Form 700 statements submissions to the County Clerk-Recorder

7/1/15 6/30/16

16.

Participate in public, chambers of commerce anduniversity speaking engagements to providecommunity outreach and education regardingagency activities.

Maintain and update Agency Website, includingnewsletters, plans, studies and other appropriateinformation for the public.Coordinate with agency staff on design of agencyproducts, reports, studies, etc. in order to create aconsistent look for SLOCOG products andmaterials given to the public.

Prepare planned press releases, media relations,recognition events, press kits, fact sheets,stakeholder development and historical projectfact sheets by mode and member agency.

Prepare public hearing legal ads for SLOCOGBoard agenda public hearing items.

Prepare and provide orientation information fornew SLOCOG Board members, new committeemembers and the Grand Jury (as requested).

Maintain and update as needed -- hard copy andemail distribution lists for SLOCOG Board,Advisory Committees, Executive Committee, CityManagers, stakeholders, etc.

Develop visualization tools to communicatetransportation issues and improvements usingPower Points, graphics, video and other mediasources.Assist public via walk-ins off the street, emails,and telephone calls.Prepare and update SLOCOG's DesignatedFilers list (annually) and Conflict of Interest Code(Biennially). Coordinate distribution, collection,and submission of Conflict of Interest Form 700statements to the County Clerk-Recorder's office.

Unanticipated

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BUDGET FUNDING> Staff $ 23,412 $ 22,071 > FHWA PL $ 37,296 $ 35,160 . Servs & Supp $ - $ - . Professional $ - $ - . Special/ Capital $ - $ - > Indirect $ 13,884 $ 13,089

> Total $ 37,296 $ 35,160 > Total $ 37,296 $ 35,160

Beg. Date End Date1. Letters, memos, reports

and other related documents

7/1/15 Monthly, Bi-

monthly

6/30/16

2. Letters, memos, reports and other related documents

7/1/15 Monthly, Bi-

monthly

6/30/16

PCT 7200Interagency Coordination

7200


TASKS PRODUCTSParticipate in meetings with the COG DirectorsAssociation of California (CDAC), CaliforniaTransportation Commission (CTC); StrategicGrowth Council (SGC); California Association ofCouncils of Governments (CALCOG) toexchange information, identify best practices andaddress issues of mutual interest.

Coordinate with Caltrans, Strategic GrowthCouncil, other MPOs, COGs and RTPAs, otherstatewide associations, the Association ofMetropolitan Planning Organization (AMPO), theNational Association of Regional Councils(NARC), California Association of Councils ofGovernments (CALCOG), California StateAssociation of Counties (CSAC), League ofCalifornia Cities (LCC) to exchange informationthat address transportation issues impacting theSLO region including: State & Federal legislation,implementation and reauthorization of MAP 21,transportation system finance, projectdevelopment and programming, streamliningCEQA & NEPA environmental review and stateand Federal project development and deliveryprocedures. Facilitate distribution ofinformation/letters of support and otherdocuments.

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3. Letters, memos, reports and other related documents

7/1/14 6/30/15

4. Statement of Facts update

7/1/15 6/30/16

5. Meeting attendance 7/1/15 6/30/16

6.

BUDGET FUNDING> Staff $ 53,719 $ 54,461 . Local-LTF $ (0) $ 0 . Servs & Supp $ 4,000 $ 4,000 . Local-SHA $ - $ -

. Professional $ 55,000 $ 55,000 > Local-STA/LTF & Other $ 144,577 $ 145,758


> Total $ 144,577 $ 145,758 > Total $ 144,577 $ 145,758

Beg. Date End Date1. Information updates in a

variety of formats7/1/15 6/30/16

2. Formal contract, Polling Results Report, Recommendations, Board Presentation

Ongoing 8/15/15

Prepare travel arrangements & warrants forparticipation in conferences.Unanticipated

PCT 7300Revenue Augmentation Assessment (Step 1: Polling; Step 2: Refinements and Ballot Materials)

7300

TASKS PRODUCTS

Identify, assess and clarify implications ofprovisions in next Federal Surface TransportationAct (successor to MAP-21) and participate indistribution and review of information with local,regional, state and national partners onproposed State and Federal Rules, regulationsand policies.Submit to the California Secretary of State andSan Luis Obispo Clerk Recorder an update ofSLOCOG Board Member Roster annually andwhen changes in membership occur.

Continue to compile and refine funding needs,assess local options and inform the generalpublic, committee members and board membersof key findings, options and next steps.

Manage Consultant Contract for Step 1 toprepare and present Polling Results, Report andRecommendations.

Step 2 tasks subject to Step 1 results andBoard direction:

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3. Formal contract,Polling Results Report, Recommendations, Board Presentation, Expenditure Plan, Ordinance

8/1/15 7/15/16

4. Documented BOS determination

11/1/15 12/16/15

5. Informational Presentations

9/1/15 6/30/16

6. Ballot Materials 4/1/16 6/30/16

7.

Extend Contract with Consultant for Step 2 effortsto:a) Develop and administer polls: one 20 minute,

800 response for refinement purposes, one 12minute, 600 responses for tracking purposes.b) Develop draft and final Expenditure Plan, Safe

Guards, and Ordinance.c) Develop presentations, materials, and

messaging.

Pursue Local Transportation AuthorityDesignation.Staff presentations to agencies and interestedgroups and organizations.Submit Ballot Language and materials to CountyClerk for Nov. 2016 election.Unanticipated

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Program Category 8 - Programming, Delivery and Financial Management

WE 8000 Programming, Delivery, and Financial Management

Management Staff: Richard Murphy

Goal: Allocate and administer state and federal funding efficiently and effectively to assure transportation system preservation and enhancement. Assure projects are programmed and implemented according to approved funding guidelines within a timeframe established by local, regional, state and/or federal procedures or regulations.

Objectives: 1. Prepare and submit Transportation Improvement Programs (TIPs) on schedule and in conformity with state and federal requirements and any new federal emphasis area guidelines on financial planning and sustainable communities strategies, et al. 2. Program state and federal transportation funds for maximum benefit.3. Administer the RTIP according to the requirements of Senate Bill (SB) 45, MAP-21 as revised, air quality conformity requirements, and California Transportation Commission (CTC) guidelines.4. Foster the timely and efficient use of regional, state and federal transportation funds. 5. Obtain discretionary and competitive grant funding for needed projects.6. Manage in-house project data management systems effectively and efficiently to assure compatibility with state database systems.7. Assess/pursue supplemental funding opportunities. 8. Leverage other funding sources to match SLOCOG programmed funds.9. Manage programmed projects to assure cost-effective and timely delivery. 10. Implement action policies for the 2014 Regional Transportation Plan and Preliminary Sustainable Communities Strategy affecting programming and project delivery.

Previous / Ongoing Work: Preparation and adoption of the 2015 Federal Transportation Improvement Program (FTIP), 2006 Congestion Mobility Improvement Account (CMIA), 2014 State Transportation Improvement Program (STIP); amendments to the 2013 Federal TIP and 2015 FTIP; programming, allocation and monitoring of various funding and grant programs. Project information outreach enhancements and dissemination via internet sources and print material; increased awareness of agency funding partnerships through signage requirements at time of construction; continue expanded visibility of the SLOCOG brand among local officials, stakeholders and the general public; and make the best use of available resources by focusing on delivering cost-effective improvement. Implementation of CMAQ program, program guideline formation and refinements based on policy adoption of the 2014 RTP-SCS; Air Quality Conformity Analysis and Determinations

Multi-year activities: FTIP, RTIP, and STIP Program and Projects

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BUDGET FUNDING> Staff $ 219,491 $ 212,409 > Local-LTF $ 34,177 $ 20,417 . Servs & Supp $ 5,800 $ 5,800 > Local-SHA $ 131,941 $ 134,419 . Professional $ 28,658 $ 28,658 . Local-PPM $ 218,000 $ 218,000 . Special/ Capital $ - $ - > Indirect $ 130,169 $ 125,969

> Total $ 384,118 $ 372,836 > Total $ 384,118 $ 372,836

Beg. Date End Date1. Stakeholder Meeting

notes; TransInfo Reports; Correspondence; Bimonthly updated web-interface

1/1/16 6/30/16

2. Public hearing notices, staff reports and presentations, Formal Amendment Packages, Financial Constraints Analysis, project change summaries; transmittal of State and Federal approval correspondence; website posts

Bi-monthly

3. Updated project tracking reports

7/1/15 6/30/16

4. Correspondence and reports

As Needed

5. Administrative change report; TransInfo report, website posts

As Needed

6. Bimonthly updated web-interface; correspondence; reports

7/1/15 6/30/16

8000

Note: PCT 8100, 8200, 8300, 8400 & 8600

PCT 8100

Federal Transportation Improvement Program (FTIP)

TASKS PRODUCTSCommence preparation of the 2017 FederalTransportation Improvement Program (FTIP) withstakeholder meetings and data collection; attend2017 FTIP/FSTIP Development Workshop;maintain FTIP/FSTIP webpages on SLOCOG'swebsite for public information.

Adopt formal amendments to the 2015 FTIPthrough a public hearing process; manage andfile FTIP consistent with state electronic filing andreporting processes, most recent cost estimatesand state and federal requirements up to 6 timesper year (regularly scheduled Board meetings),and assure financial constraint. Process andprepare warrants for press announcements.

Administer contract with Eco-Interactive tomaintain and operate financial managementsystem; continue to coordinate with Eco-Interactive on identified system improvements.

Provide TIP programming information and reportson request of funding partners or stakeholders.

Process administrative modifications to the 2015FTIP on an as needed basis.

Maintain the SLOCOG project (transportation)database (TransInfo) and integrate/synchronizedata with the California TransportationImprovement Program System (CTIPS) databaseand other state and federal data systems.

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7. Projects delivered and staff reports as necessary

7/1/15 6/30/16

8. Staff report; web posting 7/1/15 10/1/16

9. Website post 1/1/16 6/30/16

10. Minutes Ongoing 6/30/16

11.

Beg. Date End Date1. Progress reports;

Quarterly STIP meetingsQuarterly

2. STIP amendment requests/deadline extension Requests

As Needed

3. Correspondence 7/1/15 6/30/16


5. Correspondence 7/1/15 6/30/16

6. Programming Manual 10/1/15 3/1/16

State Transportation Improvement Program (STIP, ITIP, RTIP, HP)

Monitor programmed project progress, reviewschedules and monitor costs; participate ininteragency meetings to facilitate project delivery;reprogram funding, if necessary.

Prepare status of projects report of federallyfunded projects for SLOCOG board review.

Prepare annual Obligation Plan for all federal aidprojects and post on SLOCOG Website.

Attend California Federal Programming Groupmeetings; attend technical meetings and prepareminutes.Unanticipated

PCT 8200

TASKS PRODUCTSMonitor project development and implementationwith local jurisdictions and Caltrans to assuretimely project completion for projectsprogrammed through the Interregional andRegional Transportation Improvement Programs(ITIP and RTIP), the Federal High Priority Fundsprogram, and Congestion Mobility ImprovementProgram (CMIA). Participate in projectdevelopment teams and facilitate conflictresolution.

Process STIP amendments assuring costestimates and schedule are updated to reflect thelatest available information (as noted aboveunder PCT 8100). Participate in periodic Regional TransportationPlanning Agencies (RTPA) and CaliforniaTransportation Commission (CTC) meetings.

Grant Funding: Disseminate information tomember agencies and key stakeholders onfederal, state, and regional funding opportunities.

Leverage other state funding sources (e.g.Coastal Conservancy, CA Strategic GrowthCouncil, et al). Compile programming policies and criteria in to acomprehensive manual and make transparentand available to all member agencies and publicvia internet.

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7. New programming requirements, program applications

7/1/15 10/15/15

8. Memos; Staff Report; Project Status Report

7/1/15 3/15/16

9. Call for projects, applications, 3 staff reports and board presentations, state submittal report

7/1/15 3/15/16

10.

Beg. Date End Date1. Modified cooperative

agreementsOngoing 6/30/16

2. Staff reports; web postings

7/1/15 6/30/16

3. Update project finance plans

As needed

4. Financial spreadsheets 7/1/15 6/30/16

5. Warrant authorizations Ongoing

6. Staff report(s); web postings

9/1/15 2/28/16

7. Alternative grant notifications; grant applications

7/1/15 6/30/16

8. Letters, memos and staff reports; modified criteria report

7/1/15 6/30/16

9. Call for projects, applications, 2 staff reports and board presentations, state submittal report

7/1/15 3/15/16

Participate in programming any statewidecompetitive funding with Caltrans, includingActive Transportation Program funds .

Develop and Adopt 2016 STIP program.

Unanticipated

PCT 8300

Surface Transportation Program (STP), State Highway Account (SHA) and Transportation Alternatives Program (TAP) Administration

TASKS PRODUCTSAdministration of projects programmed in 2009,2010, 2012, 2013, 2014, and 2015.

Restructure regional programs and proceduresfor consistency with new CTC programmingguidelines for Active Transportation Program andintegrate final statewide performance measuresrequired from MAP-21.

Prepare and present project status reports.Facilitate distribution of agendas and staffreports. Update cooperative agreements.

Monitor and update revenues and expenditures.

Process requests for project expensereimbursements.Program/Reprogram funds as necessary.

Leverage, where applicable, other federal andstate funding sources (e.g. Active TransportationProgram).Review and comment on project fundingprovisions in current and next Federal SurfaceTransportation Act (MAP-21 successor) anddisseminate information on implications tomember agencies and modify programmingcriteria as necessary.

Adopt and implement a comprehensive multi-modal and multi-year program of projectsconsistent with next authorization of federaltransportation bill including cooperativeagreements and finance plans as necessary.

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10. Minutes Ongoing

11. emission reduction calculations for all CMAQ funded projects; FTIP Amendment(s)

7/1/15 3/15/16

12.

Beg. Date End Date1. Reports of project

implementation and status

7/1/15 6/30/16

2. TransInfo Historical Project Module

7/1/15 6/30/16

3. Status Reports and correspondence

7/1/15 6/30/16

4. Updated project information

7/1/15 6/30/16

5. TransInfo all project map interface

Ongoing 6/30/16

6. Web postings Ongoing 6/30/16

7.

Beg. Date End Date1. SLOCOG lead agency

projectsOngoing 6/30/2016

2. Insurance coverage Ongoing 6/30/20163.

Attend technical meetings and prepare minutes.

Administer CMAQ program: assist withdevelopment of emission reduction calculations(methodology should be developed in FY 14/15).

Unanticipated

PCT 8400

Project and Financial Information Systems Development

TASKS PRODUCTSContinue to enhance computerized monitoringsystem for all SLOCOG transportation projects;prepare status of project summary.

Create online map of historical project databaseand integrate into online map of planned projectdatabase.Annually review project implementation andfinancial management status with transportationpartners and update SLOCOG system.

Manage and edit historical project data.

Manage and edit map interface data ofprogrammed projects and historical projects inTransInfo. Enhance and improve access of informationthrough internet.Unanticipated

PCT 8600Project Administration

TASKS PRODUCTSManage contract for services for SLOCOG projects (Park & Ride and Scenic Byway Projects).Manage insurance coverage for P&R lots.Unanticipated

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Objectives: Motorist Aid – Call Box Program: 1. Effectively monitor and administer the call box program.2. Completion of call box site installation (Hwy. 46 East and Hwy. 41).3. Upgrade call box cellular technology from 2G to 3G.4. Provide an efficient and effective Motorist Aid system.

511 Ridesharing and Traveler Information Telephone System1. Effectively monitor and administer the 511 program.2. Identify and integrate system improvements.3. Provide useful, timely, and accurate information to 511 users.4. Market and promote 511 services to the general public.5. Train SLO 211 Hotline/Social Services staff on 511 services.6. Improve/integrate traffic information into 511 for key corridors.

Coastal Sediment Management Plan1. The objectives of this work element are to: facilitate the development of a regional coastal sediment management plan and regional shoreline monitoring program.

Program Category 9000 - Special Services

WE 9000 Special Services

Management Staff: Peter Rodgers and Steve Devencenzi

Goal: 1. Administer and manage various studies and services including the countywide system of call boxes, known as the Call Box Program under SLOCOG’s authority as the Service Authority for Freeways and Expressways (SAFE). 2. Implement and manage Traveler Information System (511). 3. Coastal Sediment Management Plan.

Previous / Ongoing Work: Motorist Aid – Call Box Program: Prepared implementation plan for installing ADA and digital upgrade of call boxes. Purchased and installed call boxes according to implementation plan. Continued to participate in CAL SAFE meetings to monitor current call box issues. Completed ADA and digital upgrade Phase I. Submitted plans and specifications to Caltrans to improve call box site accessibility as per Call Box Guidelines (August 2010). Caltrans permit to perform work was approved (January 2012). Completed Call Box ADA accessibility upgrade project (August 2013).

511 Ridesharing and Traveler Information Telephone System: Secured grant to develop phone structure, reviewed protocols, and issued soft-release.

Multi-year activities: SAFE and 511

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BUDGET FUNDING> Staff $ 26,975 $ 26,822 > Local-SAFE $ 234,369 $ 234,124 . Servs & Supp $ 81,725 $ 81,725 > Professional $ 7,458 $ 12,458 > Special/ Capital $ 102,213 $ 97,213 > Indirect $ 15,998 $ 15,907

> Total $ 234,369 $ 234,124 > Total $ 234,369 $ 234,124

Beg. Date End Date1. Call Box System contract

Call box private call answering center contract

Ongoing

1/1/2016

6/30/2016

6/30/2016

2. Information Reports 10/12/15 10/13/15

3. Budget and Record Files Ongoing 6/30/16

4. Contract 7/1/15 6/30/165. Call Box Capital

Improvement ProgramOngoing 6/30/16

6. ITS progress Ongoing 6/30/16

7. Reports on important legislation

Ongoing 6/30/16

8.

Attend CAL SAFE meetings to monitor legislationand coordinate with statewide call box efforts.

Prepare budgets, receive and track revenue andexpenditures, maintain transaction records,monitor service contract.

Administer contract for annual fiscal audit. Update call box facilities to address widening andcoverage (Hwy. 46 East and Hwy. 41) andupgrade to 3G cellular technology.

Identify appropriate ITS-related improvements forSAFE funding.If new legislation allows it, pursue increasedSAFE funding to the region for ITS, datacollection, and Ridesharing purposes.

Unanticipated

PCT 9100

Motorist Aid - Call Box Program (Service Authority for Freeways and Expressways - SAFE)

9100

TASKS PRODUCTSOversee project development, system operations,maintenance contractors, cellular service andprivate call answering center providers, andadministration of the Call Box Program. Processand prepare warrants for payment of invoices.

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BUDGET FUNDING> Staff $ 34,027 $ 34,018 > Local-LTF $ 7 $ (0)> Servs & Supp $ - $ 29,977 > Local-SAFE $ 140,000 $ 94,970 > Professional $ 85,800 $ 10,800 . Special/ Capital $ - $ - > Indirect $ 20,180 $ 20,175

> Total $ 140,007 $ 94,970 > Total $ 140,007 $ 94,970

Beg. Date End Date1. Report on system status 7/1/15 6/30/16

2. Training manual, meeting notes and agendas

7/1/15 6/30/16

3. Mode based trip planner 7/1/15 6/30/16

4. Marketing and Outreach Plan

7/1/15 6/30/16

5. Executed warrants Ongoing 6/30/166. 7/1/15 6/30/16

7.

PCT 9151

Prepare and process warrants.Coordination with member jurisdictions topromote the use of 511 for traffic information as itapplies to transportation projects in the region.

Unanticipated

511 Ridesharing and Traveler Information Telephone System (SAFE Funded)

9151

TASKS PRODUCTSOngoing operation and maintenance of 511telephone and website application to provideupdated information.Continued coordination with Regional TransitAgency (RTA) to provide Spanish languageassistance, ongoing training and reportingmanagement of RTA, training of social servicesstaff in conjunction with Promaturas Collaborativeto increase usage of the 511 website tool asinformation resource for clients needing mobilitymanagement information and services.

Develop and execute 511 marketing andoutreach plan, production of marketing materials,region wide outreach about 511 system andspecial outreach for transportation disadvantagedpopulation (seniors, persons with disabilities,Spanish speakers, low income), continuereplacement of outdated 541-CARS road signswith new 511 signs.

Execute marketing and outreach plan includingthe production of marketing materials, regionwide outreach, and special outreach fortransportation disadvantaged populations.

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BUDGET FUNDING

> Staff $ 25,554 $ 34,657 >Corp of Eng & CA Nat Res

$ 42,500 $ 58,936

> Servs & Supp $ 2,000 $ 3,726 > Local-LTF $ 209 $ 0 . Professional $ - $ - . Special/ Capital $ - $ - > Indirect $ 15,155 $ 20,553

> Total $ 42,709 $ 58,936 > Total $ 42,709 $ 58,936

Beg. Date End Date1. RFP, contract with

consultant, public input documented

7/1/15 3/30/16

2. Agenda materials and outreach products

7/1/15 3/30/16

3. Agendas, reports, memos, and additional materials

7/1/15 3/30/16

PCT 9160

Coastal Regional Sediment Management Plan (Carryover)

9160

Note: Total grant: $85,000; expenses in FY 14/15 $26,064 & budgeted in FY 15/16 $58,936.

TASKS PRODUCTSDevelop RFP, interview and hire consultant.Conduct a Public Outreach Program to ensurepublic input and coordination. Contact andengage coastal stakeholder groups. Ensure thatthe Public Outreach Program adequatelyidentifies and includes interested stakeholders.

Conduct agency coordination and engageappropriate stakeholders from municipalities,resource agencies, etc., to form a stakeholderadvisory group committed to assisting CSMWand SLOCOG in developing an implementableCRSMP. Work with consultant to coordinate theefforts of the Coastal Sediment ManagementPlan Working Group.

Provide administrative support and assistance tothe Coastal Sedimentation Management PlanWorking Group and its member agencies.

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4. Presentation materials and documented public input

7/1/15 3/30/16

5. Information products 7/1/15 3/30/16

6. Advisory group materials 7/1/15 3/30/16

7. Public notice of report availability; compiled comments; and coordinated response to comments

7/1/15 3/30/16

8. Quarterly reports and requests for reimbursement

7/1/15 3/30/16

9. Adopted Coastal Regional Sediment Management Plan

7/1/15 3/30/16

10.

Work with consultant to facilitate presentations tomember agencies and other interested partiesregarding the Coastal Sediment ManagementPlan. Utilize Coastal Sediment ManagementWorkgroup and other websites as appropriate todisseminate information to all interested parties.

Conduct Stakeholder Advisory Group (SAG)meetings to introduce the project, advise ofprogress and present the draft CRSMP gatheringinput at each stage.Coordinate public review of the CRSMP draftreport; issue a public notice of report availability;assist CSMW in compiling comments andcoordinating a response to comments (developedby the USACE team); issue a press release orannouncement of the final document.

Fiscal Management: process consultantpayments, quarterly reports and requests forreimbursement.Propose adoption of the Coastal RegionalSediment Management Plan developed throughthese efforts.Unanticipated

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BUDGET FUNDING> Staff $ 120,372 $ 107,281 > Local-LTF $ 191,858 $ 171,004 . Servs & Supp $ 100 $ 100 . Local-Fund Balance $ - . Professional $ - $ - . Special/ Capital $ - $ - > Indirect $ 71,387 $ 63,623

> Total $ 191,858 $ 171,004 > Total $ 191,858 $ 171,004

Beg. Date End Date1. Bi-monthly financial

reports; monthly report to staff on revenue and expenses

7/1/15 6/30/16

2. OWP budget amendments

7/1/15 4/30/16

Program Category 10000 - Agency Program Development and Administration

WE 0100 Agency Program Development, Coordination and Administration

This Work Element consists of the following four subtasks: Overall Work Program & Budget - Development and Administration (WE 0100); Fiscal Audits (WE 0150); Legislation (PCX 0300); and Agency Administration (PCX 0400).

Management Staff: Ronald L. De Carli

Goal: Effective administration of all SLOCOG activities.

Objectives: 1. Administer agency program in accordance with sound management/financial principles and in compliance with grantor regulations and Joint Powers Agreement (JPA) provisions.2. Submit all required reports within scheduled due dates.3. Develop, adopt, submit, and adhere to overall work program, budgets, legislative program and audits.

Previous / Ongoing Work: Prepare and distribute Overall Work Program and budgets, funding agreements, quarterly reports, legislative program, funding workshops, agency audits and Administrative Procedures.

Multi-year activities: All

PCT 0100OWP and Budget Development and Maintenance

0100

TASKS PRODUCTSManage finances consistent with goodaccounting practices and prepare, review andpresent bi-monthly financial reports to the Board.

Prepare OWP and budget amendments (2 to 4times per fiscal year).

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3. Reports on progress of OWP and financial reports

Quarterly 6/30/16

4. Draft 2016/17 OWP 11/1/15 2/28/165. Final 2016/17 OWP 3/1/16 5/31/166.

Beg. Date End Date1. Financial information 7/1/15 12/31/15

2. Draft/Final GPFS 7/1/15 12/31/153. GPFS submittal to the

state10/1/15 3/31/16

4. RFP 9/1/15 3/31/16

5.

PCX 0150

Transmit GPFS to the state as required by law.

Release RFP for next 4 year contract to preparerequired fiscal audits.Unanticipated

PCX 0300Legislative Analysis

Goal: Provide SLOCOG Board, advisory committees, member agencies and applicable State & Federal legislators with a clear and concise analysis of transportation related legislation of interest to the region, including a summary of the positive and negative implications with appropriate amendments to address concerns

Objective: Assure that members of the SLOCOG Board, advisory committees, member agencies, interested organizations, stakeholders and applicable State & Federal legislators and staff are well informed about the likely impacts of proposed legislation

Previous / Ongoing Work: Developed and adopted state and federal legislative programs, reviewed proposed legislation of interest to the region

Prepare quarterly progress and financial reports.

Draft 2016/17 OWP.Final 2016/17 OWP.Unanticipated

This Work consists of the following three subtasks: Fiscal Audits (WE 0150); Legislative Assessment (PCX 0300); and Agency Administration (PCX 0400).

Fiscal Audits

Goal: Complete General Purpose Financial Statements (GPFS) as required by law.

Objectives: Assure completion of GPFS by a qualified contractor.

Previous / Ongoing Work: Yearly audits. Multi-year activities:

TASKS PRODUCTSProvide information to contractor for completionof the GPFS.Review Draft and GPFS.

Multi-year activities:

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Beg. Date End Date1. Letters and reports; staff

reports and state and federal legislative programs

7/1/15 6/30/16

2. Staff reports 7/1/15 6/30/16

3. Year-end legislative report

10/1/15 1/31/16

4.

Beg. Date End Date1. Agendas, minutes, and

staff reports; progress reports; current year meeting calendar; orientation packet; finalized resolutions and fully executed contracts

Ongoing, Quarterly

6/30/16

2. Agendas, minutes, and staff reports; progress reports

Ongoing, Quarterly

6/30/16

3. Personnel management reports

Ongoing 6/30/16

4. Facility maintenance, safety and improvement reports

Ongoing 6/30/16

TASKS PRODUCTSCoordinate with local, regional, statewide andnational partners to identify major transportationrelated issues of concern and develop the annualstate and federal legislative programs. Facilitateprocessing and distribution of agendas and staffreports.

Review state and federal legislation of interest tothe San Luis Obispo region and provideinformation to the Board. Prepare annual year-end legislative status report.Facilitate processing and distribution of agendasand staff reports. Unanticipated

PCX 0400Agency Administration and Support

Goal: Effective management of the agency.

Previous / Ongoing Work: (ongoing: as noted below under tasks)


TASKS PRODUCTSSupport SLOCOG Board and advisorycommittees. Prepare and distribute agendas,minutes, and staff reports. Provide the Boardand advisory committees with a copy of thecurrent calendar year's meeting calendar.Provide committee meeting minutes of meetingsto full board and integrate into staffrecommendations. Provide SLOCOG orientationmaterials to new Board Members. Finalizeresolutions and contracts after Board approval.

Provide governing board with adequateinformation for decision-making and programmanagement. Orient all new Board andCommittee members. Agency and personnel management weekly staffcoordination meetings, maintain records andprocess payroll, implement recruitmentprocedures, performance assessments, stafftraining; program development and management.

Continue progress on maintenance and safety ofoffice building .

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5. Agendas, minutes, and staff reports; administration materials

Ongoing 6/30/16

6. Progress reports, funding agreements

Quarterly, As needed

6/30/16

7. Progress and financial reports

Quarterly 6/30/16

8. Notices, reminders and Form 700 submissions.

7/1/15 6/30/16

9. Agendas and staff reports for website postings.

7/1/15 6/30/16

10. Adopted Title VI Plan 7/1/15 6/30/1611. Signed form 7/1/15 9/30/15

12. Complete quarterly reports

7/1/15 6//30/16

13. Autos maintenance Ongoing14. Communications Ongoing15.

BUDGET FUNDING> Staff $ 4,768 $ 5,406 > Local-LTF $ 68,686 $ 41,132 > Servs & Supp $ 135,301 $ 137,351 > Local-Fund Balance $ 102,843 $ 136,490

. Professional $ 32,150 $ 32,150 > Local-STA/LTF & Other $ 690 $ 22,285

> Special/ Capital $ - $ 25,000 . Indirect $ - $ -

> Total $ 172,219 $ 199,907 > Total $ 172,219 $ 199,907

0500, 0600 & 0750

Note: Includes 0500, 0600 and 0750.

Manage all finances within the adopted budgetand OWP, maintain files and records whilecoordinating with the local agencies and theCounty, prepare bi-monthly financial reports andquarterly reimbursement requests to Caltrans.

Coordinate all Conflict of Interest Form 700distribution to SLOCOG Board Members,Alternates and staff. Monitor submission onlineand submit any hard copy forms received to theSan Luis Obispo County Clerk Recorder.

Populate the server with agendas and staffreports in Adobe pdf format for web posting.Maintain and post documents, reports, agendas,and minutes on the SLOCOG website formember agency, Board and public considerationin a timely manner.

Adopt and manage Title VI Plan.Distribute and file Title VI employee educationform.Manage Americans with Disabilities Act (ADA)program.Administer and manage agency cars.Administer telephone/internet systems.Unanticipated

General reception of the public and visitors andsupport staff services. Clerical support andcoordination with staff including mail processingand distribution, writing public hearing notices forpublication, maintaining files and records andmaster calendar, newsletter distribution,scheduling meetings and reminding staff ofappointments and deadlines, and maintenance ofoffice supplies.

Prepare quarterly progress and annual reports,funding agreements, and monthly financialsummaries.

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Ongoing 6/30/16

Ongoing 6/30/16

BUDGET FUNDING> Staff $ 1,097 $ 1,971 > Local-Fund Balance $ 1,097 $ 1,971 . Servs & Supp $ - $ - . Professional $ - $ - . Special/ Capital $ - $ - . Indirect $ - $ -

> Total $ 1,097 $ 1,971 > Total $ 1,097 $ 1,971

This Work consists of the following four subtasks: Travel (PCY 0500), Stipends/Other (PCY 0600), Legislative Advocacy (PCY 0700), Census Data Center (PCY 0750).

PCY 0500TravelAll travel will be billed to PCY 0500 and fundedwith local funding.

PCY 0600Stipends/OtherAll stipends and other 2 CFR 225, “CostPrinciples for State, Local, and Indian TribalGovernments” expenses will be billed to PCY0600 and funded with local funding.

0700

PCY 0700Legislative Advocacy

Goal: Provide assurance to SLOCOG Board that applicable State and Federal legislators have a clear understanding of the Board's adopted positions on transportation related legislation under consideration

Objective: Assure that the policy recommendations identified in the adopted State and Federal legislation programs are provided to our legislators and addressed

Previous / Ongoing Work: Letters and other communication providing adopted legislative goals, objectives & policies regarding applicable legislation.


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Beg. Date End Date1. Letters to legislators and

testimony at committee hearings in support of SLOCOG positions on proposed legislation

7/1/14 6/30/15

2. Letters and other documents to inform applicable legislators and others

7/1/15 6/30/16

3.

Beg. Date End Date1. Data, profiles, maps and

other related reports and documents

7/1/14 6/30/15

2. Data, profiles, maps and other related reports and documents

7/1/14 6/30/15

3. Data, reports & maps 7/1/14 6/30/15

4.

Participate in meetings & webinars and otherrelated activities sponsored by the CensusBureau to present new data.

Provide data, reports and maps related to theDecennial Census and annual updates of theAmerican Community Survey (ACS).Unanticipated

TASKS PRODUCTSPrepare and distribute letters and relatedinformation to members of the State Legislatureand the US Congress (including their staff andapplicable agency and committee staff)advocating adoption of adopted SLOCOGpolicies and meet or testify as appropriate.

Contact applicable legislators and their staff andothers as appropriate to inform them on theissues and the implications of various legislativeproposals.Unanticipated

PCY 0750Census Data Center

Goal: Carry out range of services required by agreement with US Census to fulfil duties and responsibilities as a Census Data Center affiliate

Objective: Provide assurance to SLOCOG Board, advisory committees and member agencies that they are being made aware of the best available demographic data provided by the US Census bureau

Previous / Ongoing Work: Detailed reports and analysis of data from the Census bureau


TASKS PRODUCTSCollect, analyze and distribute socio-economicand demographic data about the regiondistributed by the Census Bureau, including theDecennial Census and annual AmericanCommunity Survey (ACS).

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