HomeMy WebLinkAbout09 - Orange County Transportation Authority (OCTA) Project V — for Balboa Peninsula Shuttle/Trolley Project (17T13)December 13, 2016
Agenda Item No. 9
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: David A. Webb, Public Works Director - 949-644-3311,
dawebb@newportbeachca.gov
PREPARED BY: Michael Sinacori, Assistant City Engineer,
msinacori@newportbeachca.gov
PHONE: 949-644-3342
TITLE: Orange County Transportation Authority (OCTA) Project V —
Community -Based Transit/Circulators Cooperative Agreement
C-6-1480 for Balboa Peninsula Shuttle/Trolley Project (17T13)
ABSTRACT:
City staff secured competitive Measure M2 fundi
Transportation Authority (OCTA) under Project V
Circulators" for a shuttle/trolley project on Balboa Pei
cooperative agreement is required to define the role:
funding between the City and OCTA. The City is als
Measure M2 seven-year Capital Improvement Program
and maintain Measure M2 eligibility.
RECOMMENDATION:
ig from the Orange County
"Community Based Transit/
insula. Per grant guidelines, a
and responsibilities related to
required to amend its OCTA
(CIP) to incorporate the project
a) Determine that the action is exempt from the California Environmental Quality Act
(CEQA) pursuant to Sections 15060(c)(2) and 15060(c)(3) of the CEQA Guidelines
because it will not result in a physical change to the environment, directly or
indirectly;
b) Amend the June 14, 2016 Council Approved Measure M2 seven-year CIP for fiscal
years 2016-17 through 2022-23 to include the Balboa Peninsula Shuttle/Trolley
Project;
c) Approve Cooperative Agreement No. C-6-1480 between OCTA and the City of
Newport Beach for Project V Community -Based Transit/Circulators; and
d) Approve Budget Amendment No. 17BA-018, increasing revenue estimates by
$685,454 in Account 1230053-431150 to recognize the OCTA grant; appropriating
$685,454 in OCTA grant expenditures to account 1230053-980000-17T13; and
appropriating $130,000 from the unappropriated Balboa Village Parking Fund to
Account No. 53501-980000-17T13 for the Balboa Peninsula Shuttle/Trolley project.
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FUNDING REQUIREMENTS:
The Budget Amendment records and appropriates $685,454 in additional revenue from
OCTA Measure M2 Project V competitive grant and $685,454 in increased expenditure
appropriations. The revenue will be posted to the Measure M2 Competitive Fund for
Transit programs account in the Capital Improvements Program budget, 123053-
431150, and costs will be expensed to the Balboa Peninsula Shuttle/Trolley project in
the Public Works Department, 123053-980000-17T13. The Budget Amendment also
records and appropriates $130,000 in increased expenditure appropriations from the
Balboa Village Parking Fund unappropriated fund balance to cover the grant's 12
percent match requirements, engineering services, printing and incidentals.
Proposed sources and uses are as follows:
Account Description
Account
Purpose
Amount
Measure M2 Competitive
1230053-980000-17T13
Capital Purchase (88%)
$
507,871.00
Balboa Village Parking
53501-980000-17T13
Capital Purchase (12%)
$
69,255.00
Measure M2 Competitive
1230053-980000-17T13
Operations (88%)
$
177,583.00
Balboa Village Parking
53501-980000-17T13
Operations (12%)
$
24,216.00
Balboa Village Parking
53501-980000-17T13
Consulting Services
$
15,450.00
Balboa Village Parking
53501-980000-17T13
Printing / Marketing
$
20,000.00
Balboa Village Parking 53501-980000-17T13 Incidentals $ 1,079.00
Total: $ 815,454.00
Core capital and operating expenses are estimated at $778,925.00. OCTA will provide a
total of 88 percent of capital and operating project costs for the seven (7) year operating
period. The City funded match covers 12 percent of these project costs. Additionally,
City funding provides for ancillary support expenses.
DISCUSSION:
Since 2011, efforts to revitalize neighborhoods on the Peninsula have increased
attention on the need for alternative means of travel to the Balboa Peninsula. In April
2015, Community Development Department (CDD) staff retained the services of a
transit consultant to conduct a feasibility study for a potential shuttle program. With the
input of local stakeholders and Balboa Village Advisory Committee (BVAC), the study
was completed in October 2015. From this study, a program outline was created.
Program goals included:
• Providing an alternative to cruising for a parking space on Balboa Peninsula;
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C-6-1480 for Balboa Peninsula Shuttle/Trolley Project (17T13)
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• Encouraging visitors to Balboa Village and the beaches; and
• Designing a service that is simple to understand, easy to use, and fun.
OCTA's Project V — "Community Based Transit Circulators" Program is a competitive
grant program that enables local agencies to develop transit services to meet needs in
areas not adequately served by regional transit. The 2016 call for projects was initiated
in November 2015.
On January 26, 2016, the City Council approved Resolution No. 2016-15, authorizing
the submittal of a Balboa Peninsula Shuttle program to OCTA. City staff submitted a
grant application for the Balboa Peninsula Shuttle/Trolley Project on February 29, 2016.
OCTA approved project funding during the June 13, 2016 Board of Directors meeting.
Cooperative Agreement No. C-6-1480 was developed to define the roles and
responsibilities related to funding between the City and OCTA. The agreement outlines
items such as funding requirements and scheduling, City responsibilities for the project,
and reimbursement guidelines.
In accordance with the OCTA Measure M2 Eligibility Guidelines, the City is obliged to
include all projects with Measure M2 funds in the Measure M2 seven-year CIP. The
current Measure M2 seven-year CIP for fiscal years 2016-2017 through 2022-2023 was
previously adopted by the City Council on June 14, 2016. Therefore, staff recommends
amending the current Measure M2 seven-year CIP to include the Balboa Peninsula
Shuttle/Trolley Project.
Staff is currently preparing the Request for Proposal (RFP) for Trolley Operators
services, which will be similar services to what the Cities of Dana Point and Laguna
Beach have been operating the past couple years. Discussions will take place with
Dana Point and Laguna Beach to take advantage of lessons learned prior to issuance of
the RFP. The project is still on schedule for implementation next summer for the
approved ten weekends and including the 41" of July.
ENVIRONMENTAL REVIEW:
Staff recommends the City Council find this project exempt from the California
Environmental Quality Act (CEQA) pursuant to Sections 15060(c)(2)(the activity will not
result in a direct or reasonably foreseeable indirect physical change in the environment)
and 15060(c)(3) (the activity is not a project as defined in Section 15378).
NOTICING:
The agenda item has been noticed according to the Brown Act (72 hours in advance of
the meeting at which the City Council considers the item).
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ATTACHMENTS:
Attachment A
- Proposed Balboa Peninsula Shuttle/Trolley Route
Attachment B
- Resolution 2016-15
Attachment C
- Cooperative Agreement C-6-1480 with OCTA
Attachment D
- Budget Amendment
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RESOLUTION NO. 2016-15
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NEWPORT
BEACH, CALIFORNIA AUTHORIZING THE SUBMITTAL OF BALBOA
PENINSULA SHUTTLE PROGRAM TO THE ORANGE COUNTY
TRANSPORTATION AUTHORITY FOR FUNDING UNDER PROJECT V
COMMUNITY BASED TRANSIT/CIRCULATORS
WHEREAS, the City of Newport Beach desires to implement a shuttle program to
offer alternative modes of transportation on Balboa Peninsula for its residents and
visitors during the busy summer weekends;
WHEREAS, the City of Newport Beach has been declared by the Orange County
Transportation Authority to meet the eligibility requirements to receive Measure M "fair
share" funds;
WHEREAS, the City's Circulation Element is consistent with the County of
Orange Master Plan of Arterial Highways; and
WHEREAS, the City of Newport Beach will provide matching funds for the
Balboa Peninsula Shuttle Program, as required by the Orange County Project V
Community Based Transit/Circulators and Program Guidelines.
NOW THEREFORE, the City Council of the City of Newport Beach hereby
resolves as follows:
Section 1: The recitals provided above are true and correct and are
incorporated into the operative part of this resolution.
Section 2: The City shall submit a grant application in accordance with the
Orange County Project V Community Based Trans it/CircuIators and Program
Guidelines requesting the Orange County Transportation Authority allocate funds in the
amount specified in the application to the City of Newport Beach. Said funds shall be
matched by funds from the City as required and shall be used as supplemental funding
to aid the City in implementing the Balboa Peninsula Shuttle Program.
Section 3: The City Council finds the adoption of this resolution is not subject to
the California Environmental Quality Act ("CEQA") pursuant to Sections 15060(c)(2) (the
activity will not result in a direct or reasonably foreseeable indirect physical change in
the environment) and 15060(c)(3) (the activity is not a project as defined in Section
15378) of the CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3.
Resolution No. 2016-15
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Section 4, This resolution shall take effect immediately upon its adoption by the
City Council, and the City Clerk shall certify the vote adopting the resolution.
ADOPTED this 26th day of January, 2016.
ATTEST:
"O� ;_
Leilani I. Brown
City Clerk
Diane B. Dixon
Mayor
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STATE OF CALIFORNIA }
COUNTY OF ORANGE
CITY OF NEWPORT BEACH }
I, Leilani I. Brown, City Clerk of the City of Newport Beach, California, do hereby certify that the
whole number of members of the City Council is seven; that the foregoing resolution, being Resolution
No. 2016-15 was duly and regularly introduced before and adopted by the City Council of said City at a
regular meeting of said Council, duly and regularly held on the 26"' day of January, 2016, and that the
same was so passed and adopted by the following vote, to wit:
AYES: Council Member Peotter, Council Member Duffield, Council Member Selich,
Council Member Curry, Council Member Petros, Mayor Pro Tem Muldoon,
Mayor Dixon
NAYS: None
IN WITNESS WHEREOF, I have hereunto subscribed my name and affixed the official seal of
said City this 27i" day of January, 2016.
City Clerk
Newport Beach, California
{Seal}
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ATTACHMENT C
1 COOPERATIVE AGREEMENT NO. C-6-1480
2 BETWEEN
3 ORANGE COUNTY TRANSPORTATION AUTHORITY
4 AND
5 CITY OF NEWPORT BEACH
6 FOR
7 PROJECT V COMMUNITY- BASED TRANSIT/CIRCULATORS
8 THIS AGREEMENT, is effective this _day of , 2016, by and between
9 the Orange County Transportation Authority, 600 South Main Street, Orange, California 92863-1584, a
10 public corporation of the State of California (hereinafter referred to as "AUTHORITY" or "OCTA"), and the
11 City of Newport Beach, 100 Civic Center Drive, Newport Beach, California 92660, a municipal corporation
12 (hereinafter referred to as "CITY"), (mutually referred to hereinafter as "PARTIES" or each individually
13 known as "PARTY").
14 RECITALS:
15 WHEREAS, AUTHORITY and CITY desire to enter into a Cooperative Agreement to define the
16 roles and responsibilities related to funding between AUTHORITY and CITY for the operating subsidy
17 funds for the Balboa Peninsula Trolley service (hereinafter referred to as "PROJECT") as further defined
18 in the project description section of the application for Measure M2, Project V Call for Projects, received
19 by AUTHORITY on February 29, 2016; and
20 WHEREAS, AUTHORITY's Board of Directors (hereinafter referred to as "BOARD") approved
21 the Renewed Measure M2 Eligibility Guidelines Local Agency Preparation Manual on January 25, 2010
22 and subsequent amendments, most recently on April 11, 2016; and
23 WHEREAS, AUTHORITY's BOARD approved the Comprehensive Transportation Funding
24 Programs (CTFP) Guidelines on March 22, 2010; and
25 WHEREAS, AUTHORITY's BOARD approved the revised Project V - Community based Transit
26 Circulator Program Guidelines on November 23, 2015; and
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COOPERATIVE AGREEMENT NO. C-6-1480
WHEREAS, AUTHORITY will periodically update the Renewed Measure M2 Eligibility Guidelines
- Local Agency Preparation Manual and the CTFP Guidelines whereby the most recent update is
incorporated herein by reference; and
WHEREAS, AUTHORITY and CITY agree that M2 funding is subject to CITY fulfilling
M2 eligibility requirements; and
WHEREAS, AUTHORITY and CITY agree that PROJECT must adhere to the CTFP Guidelines
precepts except where specific more detailed instruction is provided through Project V Guidelines or
within this Cooperative Agreement; and
WHEREAS, CITY intends to execute a grant subrecipient agreement with Newport Beach Trolley
whereby Newport Beach Trolley will be the service provider to administer, operate, maintain and manage
the PROJECT and the CITY will act as a pass-through agency for administering annual reimbursements
and AUTHORITY required data consistent with the program guidelines; and
WHEREAS, CITY's fixed -route trolley service is open to the public, and fully accessible for
persons with disabilities, in compliance with the Americans with Disabilities Act; and
WHEREAS, AUTHORITY's BOARD has agreed to provide Project V funding for PROJECT for
up to seven (7) years in the amount not -to -exceed Six Hundred Eighty -Five Thousand Four Hundred
Fifty -Four Dollars ($685,454), and AUTHORITY and CITY agree that the capital amount to be provided
by AUTHORITY is Five Hundred Seven Thousand Eight Hundred Seventy -One Dollars ($507,871) and
the annual operating subsidy shall be provided consistent with operating statistics as defined in the
Project V Guidelines in the amount of One Hundred Seventy -Seven Thousand Five Hundred Eighty -
Three Dollars ($177,583); and
WHEREAS, CITY has agreed to provide twelve percent (12%) local match of Sixty -Nine
Thousand Two Hundred Fifty -Five Dollars ($69,255) for capital costs and Twenty -Four Thousand Two
Hundred Sixteen Dollars ($24,216) for operating match for up to seven years in accordance with
Exhibit B: City of Newport Beach Project V Estimated Funding Schedule subject to performance
requirements identified in Project V Guidelines and AUTHORITY funding limitations; and
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COOPERATIVE AGREEMENT NO. C-6-1480
WHEREAS, this Cooperative Agreement defines the specific terms, conditions, roles and funding
responsibilities between AUTHORITY and CITY for PROJECT(s); and
WHEREAS, the AUTHORITY's BOARD approved this PROJECT on June 13, 2016; and
WHEREAS, CITY's Council approved this Cooperative Agreement on this day of
2016;
NOW, THEREFORE, it is mutually understood and agreed by AUTHORITY and CITY as follows:
ARTICLE 1. COMPLETE AGREEMENT
A. This Cooperative Agreement, including any attachments incorporated herein and made
applicable by reference, constitutes the complete and exclusive statement of the term(s) and
condition(s) of this Cooperative Agreement between PARTIES and it supersedes all prior
representations, understandings, and communications. The invalidity in whole or in part of any term
or condition of this Cooperative Agreement shall not affect the validity of other term(s) or condition(s)
of this Cooperative Agreement. The above referenced Recitals are true and correct and are
incorporated by reference herein.
B. AUTHORITY's failure to insist on any instance(s) of CITY's performance of any term(s)
or condition(s) of this Cooperative Agreement shall not be construed as a waiver or relinquishment of
AUTHORITY's right to such performance or to future performance of such term(s) or condition(s), and
CITY's obligation in respect thereto shall continue in full force and effect. Changes to any portion of
this Cooperative Agreement shall not be binding upon AUTHORITY except when specifically
confirmed in writing by an authorized representative of AUTHORITY by way of a written amendment
to this Cooperative Agreement and issued in accordance with the provisions of this Cooperative
Agreement.
C. CITY's failure to insist on any instance(s) of AUTHORITY's performance of any term(s)
or condition(s) of this Cooperative Agreement shall not be construed as a waiver or relinquishment of
CITY's right to such performance or to future performance of such term(s) or condition(s), and
AUTHORITY's obligation in respect thereto shall continue in full force and effect. Changes to any
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COOPERATIVE AGREEMENT NO. C-6-1480
portion of this Agreement shall not be binding upon CITY except when specifically confirmed in writing
by an authorized representative of CITY by way of a written amendment to this Cooperative
Agreement and issued in accordance with the provisions of this Cooperative Agreement.
ARTICLE 2. SCOPE OF AGREEMENT
This Cooperative Agreement specifies the roles and responsibilities of both AUTHORITY and
CITY as they pertain to the subject and PROJECT addressed herein. Both AUTHORITY and CITY agree
that each will cooperate and coordinate with the other in all activities covered by this Cooperative
Agreement and any other supplemental agreements, including Letter Agreements, which may be
required to facilitate purposes thereof.
ARTICLE 3. RESPONSIBILITIES OF AUTHORITY
AUTHORITY agrees to the following responsibilities for PROJECT:
A. Upon invoice, AUTHORITY shall provide CITY operating subsidy in the amount not -to -
exceed One Hundred Seventy -Seven Thousand Five Hundred Eighty -Three Dollars ($177,583) for up to
seven (7) years consistent with Exhibit B: Newport Beach Project V Estimated Funding Schedule.
Operating subsidy will be no more than Nine Dollars ($9.00) per boarding consistent with Exhibit B or
eighty-eight percent (88%) of operations and maintenance costs whichever is lower.
B. AUTHORITY shall provide PROJECT funding for capital purchases in the amount not -to -
exceed Five Hundred Seven Thousand, Eight Hundred Seventy -One Dollars ($507,871)
C. AUTHORITY shall provide funding in accordance with the Board approved Revised
Project V Guidelines. Funding may be discontinued in the event that the Minimum Performance
Standards, as outlined in the Revised Project V Guidelines, are not met.
D. AUTHORITY shall provide sixty (60) days' notice to CITY that support for service will be
discontinued, in the event that the Minimum Performance Standards are not met after the first and second
year of service and not maintained every year thereafter.
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COOPERATIVE AGREEMENT NO. C-6-1480
ARTICLE 4. RESPONSIBILITIES OF CITY
CITY agrees to the following responsibilities for PROJECT:
A. CITY shall provide eligible local match funds in the amount of twelve percent (12%) of
required cost in accordance with Exhibit B: Newport Beach Project V Estimated Funding Schedule OR
the balance of net operations and maintenance costs after AUTHORITY has paid Nine Dollars ($9.00)
per boarding and inflated annually consistent with Exhibit B, whichever is greater.
B. If CITY receives operating subsidy for PROJECT use from any other non -AUTHORITY
source, CITY will not invoice AUTHORITY for the amount received from the other non -AUTHORITY
source(s).
C. CITY shall notify AUTHORITY regarding any non -OCTA revenues received for
PROJECT, and AUTHORITY funds may not pay for services already supported through these
non -OCTA revenues.
D. CITY shall provide the AUTHORITY with actual Revenue Vehicle Miles, Boardings, and
Operating and Maintenance Cost related to PROJECT service on a quarterly basis and other measures
annually as identified in the Revised Project V Guidelines.
E. CITY shall act as a pass-through agency for administering annual reimbursements and
AUTHORITY required data consistent with the program guidelines whereby Newport Beach Trolley as
party to a grant subrecipient agreement with the CITY will be the service provider to administer, operate,
maintain and manage PROJECT
F. CITY service shall meet minimum standard of six (6) boardings per revenue vehicle hour,
which must be achieved within the first twelve (12) months of operation and ten (10) boardings per
revenue vehicle hour within twenty-four (24) months of operation and every year thereafter.
G. CITY shall provide separate and distinct cost accounting for all fixed route and special
event services.
H. CITY may request a time extension in accordance with the procedures identified in the
CTFP Guidelines to use any operating funds not used and available at the end of the initial seven (7) year
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COOPERATIVE AGREEMENT NO. C-6-1480
I. CITY shall notify AUTHORITY of any non -AUTHORITY revenues received for PROJECT.
J. CITY shall include and identify any non -AUTHORITY or grant revenues received along
with any requirements associated with external fund sources for PROJECT in payment to AUTHORITY
for local match.
K. CITY shall invoice AUTHORITY within sixty (60) days to receive annual reimbursement
per Exhibit B: City of Newport Beach Project V Estimated Funding Schedule and consistent with
Article 5 below.
ARTICLE 5. REQUEST FOR REIMBURSEMENT
A. CITY shall contribute matching funds, as is specified within this Cooperative Agreement
in Article 4, Paragraph A, toward the actual costs of PROJECT.
B. CITY shall invoice AUTHORITY within sixty (60) days to receive annual reimbursement
per Exhibit B: Newport Beach Project V Estimated Funding Schedule and shall provide supporting
documentation according to the payments procedures identified in the CTFP Guidelines and incorporated
into this Cooperative Agreement. CITY's invoice shall include allowable PROJECT costs incurred and
paid for by CITY consistent with PROJECT's Scope of Work as identified in CITY's Community -Based
Transit/Circulators Project Application, attached hereto as Exhibit A and incorporated herein by reference.
The invoice submitted by CITY shall be signed by an authorized agent who can duly certify the accuracy
of the included information. Advance payments by AUTHORITY are not allowed.
C. The invoice shall be submitted on CITY's letterhead.
D. The invoice shall be submitted by CITY and in duplicate to AUTHORITY's Accounts
Payable Office. Each invoice shall include the following information:
a. Agreement Number C-6-1480;
b. The total of PROJECT expenditures shall specify the percent and amount
to be reimbursed which shall not exceed eighty-eight percent (88%) of the balance of net operations and
maintenance costs after AUTHORITY has paid Nine Dollars ($9.00) per boarding, in accordance with
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COOPERATIVE AGREEMENT NO. C-6-1480
Exhibit B: Newport Beach Project V Estimated Funding Schedule. In addition, if CITY receives operating
subsidy from any other non -AUTHORITY source for PROJECT use, CITY shall not invoice OCTA for the
amount received from the other non -AUTHORITY source(s). Supporting documentation for all expenses
must be provided including invoices.
C. Adequate detail describing all work completed.
d. Documentation providing evidence that the contractor has been paid by
CITY.
e. Each invoice for operation and maintenance subsidy shall include the
following operating statistics for the fiscal year (July 1 through June 30) to date: Revenue Vehicle Hours,
Total Boardings, Boardings per Revenue Vehicle Hour, Operating Costs, Net Operating Costs (Costs
less fares), Reimbursement per Net Operating Costs, and Reimbursement per Boarding.
f. Certification signed by CITY or his/her designated alternate that a) The
invoice is a true, complete and correct statement of reimbursable costs and progress; b) The backup
information included with the invoice is true, complete and correct in all material respects; c) All payments
due and owing to subcontractors and suppliers have been made; d) Timely payments will be made to
subcontractors and suppliers from the proceeds of the payments covered by the certification and; e) The
invoice does not include any amount which CITY intends to withhold or retain from a subcontractor or
supplier unless so identified on the invoice.
g. Such other information as requested by AUTHORITY.
E. Total payments shall not exceed the Funding Amount specified in Article 3, Paragraph A.
F. CITY shall submit final invoice no later than one hundred eighty (180) days after
completion of PROJECT.
ARTICLE 6. DELEGATED AUTHORITY
The actions required to be taken by CITY in the implementation of this Cooperative Agreement
are delegated to its Director of Public Works, or his/her designee, and the actions required to be taken by
AUTHORITY in the implementation of this Cooperative Agreement are delegated to AUTHORITY's Chief
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COOPERATIVE AGREEMENT NO. C-6-1480
Executive Officer or his designee.
ARTICLE 7. AUDIT AND INSPECTION
AUTHORITY and CITY shall maintain a complete set of records in accordance with generally
accepted accounting principles. Upon reasonable notice, CITY shall permit the authorized
representatives of the AUTHORITY to inspect and audit all work, materials, payroll, books, accounts, and
other data and records of CITY for a period of five (5) years after final payment, or completion of audit by
the AUTHORITY, or after final payment of debt service, whichever is longer. For purposes of audit, the
date of completion of this Cooperative Agreement shall be the date of AUTHORITY's payment of CITY's
final billing under this Cooperative Agreement. AUTHORITY shall have the right to reproduce any such
books, records, and accounts. The above provision with respect to audits shall extend to and/or be
included in contracts with CITY's contractor(s).
ARTICLE 8. INDEMNIFICATION
A. To the fullest extent permitted by law, CITY shall defend (at CITY's sole cost and expense
with legal counsel reasonably acceptable to AUTHORITY), indemnify, protect, and hold harmless
AUTHORITY, its officers, directors, employees, and agents (collectively the "Indemnified Parties"), from
and against any and all liabilities, actions, suits, claims, demands, losses, costs, judgments, arbitration
awards, settlements, damages, demands, orders, penalties, and expenses including legal costs and
attorney fees (collectively "Claims"), including but not limited to Claims arising from injuries to or death of
persons (CITY's employees included), for damage to property, including property owned by AUTHORITY,
or from any violation of any federal, state, or local law or ordinance, alleged to be caused by the negligent
acts, omissions or willful misconduct of CITY, its officers, directors, employees or agents in connection
with or arising out of the performance of this Cooperative Agreement.
B. To the fullest extent permitted by law, AUTHORITY shall defend (at AUTHORITY's sole
cost and expense with legal counsel reasonably acceptable to CITY), indemnify, protect, and hold
harmless CITY, its officers, directors, employees, and agents (collectively the "Indemnified Parties"), from
and against any and all liabilities, actions, suits, claims, demands, losses, costs, judgments, arbitration
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COOPERATIVE AGREEMENT NO. C-6-1480
awards, settlements, damages, demands, orders, penalties, and expenses including legal costs and
attorney fees (collectively "Claims"), including but not limited to Claims arising from injuries to or death of
persons (AUTHORITY's employees included), for damage to property, including property owned by CITY,
or from any violation of any federal, state, or local law or ordinance, alleged to be caused by the negligent
acts, omissions or willful misconduct of AUTHORITY, its officers, directors, employees or agents in
connection with or arising out of the performance of this Cooperative Agreement.
C. The indemnification and defense obligations of this Cooperative Agreement shall survive
its expiration or termination.
ARTICLE 9. ADDITIONAL PROVISIONS:
PARTIES agree to the following mutual responsibilities:
A. Term of Agreement: This Cooperative Agreement shall continue in full force and effect on
an annual basis, subject to meeting minimum performance standards of ridership or December 31, 2023,
whichever is earlier. This Cooperative Agreement may only be extended upon mutual written agreement
by both PARTIES.
B. Termination: AUTHORITY may terminate this Cooperative Agreement at any time for
any reason following sixty (60) days' written notice to CITY.
C. Termination for Convenience: Either PARTY may terminate this Cooperative Agreement
for its convenience by providing sixty (60) days' prior written notice of its intent to terminate for
convenience to the other PARTY.
D. Amendments: This Cooperative Agreement may be amended in writing at any time by the
mutual consent of all PARTIES. No amendment shall have any force or effect unless executed in writing
by all PARTIES.
E. PARTIES shall comply with all applicable federal, state, and local laws, statues,
ordinances and regulations of any governmental authority having jurisdiction over PROJECT.
F. Legal Authority: PARTIES hereto consent that they are authorized to execute this
Cooperative Agreement on behalf of said PARTIES and that, by so executing this Cooperative
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COOPERATIVE AGREEMENT NO. C-6-1480
Agreement, the PARTIES hereto are formally bound to the provisions of this Cooperative Agreement.
G. Severability: If any term, provision, covenant or condition of this Cooperative Agreement
is held to be invalid, void or otherwise unenforceable, to any extent, by any court of competent jurisdiction,
the remainder of this Cooperative Agreement shall not be affected thereby, and each term, provision,
covenant or condition of this Cooperative Agreement shall be valid and enforceable to the fullest extent
permitted by law.
H. Counterparts of Agreement: This Cooperative Agreement may be executed and delivered
in any number of counterparts, each of which, when executed and delivered shall be deemed an original
and all of which together shall constitute the same agreement. Facsimile signatures will be permitted.
I. Force Majeure: Each of the PARTIES shall be excused from performing its obligations
under this Cooperative Agreement during the time and to the extent that it is prevented from performing
by an unforeseeable cause beyond its control, including but not limited to; any incidence of fire, flood;
acts of God; commandeering of material, products, plants or facilities by the federal, state or local
government; national fuel shortage; or a material act or omission by the other PARTY; when satisfactory
evidence of such cause is presented to the other PARTY, and provided further that such nonperformance
is unforeseeable, beyond the control and is not due to the fault or negligence of the PARTY not
performing.
J. Assignment: Neither this Cooperative Agreement, nor any of the PARTIES' rights,
obligations, duties, or authority hereunder may be assigned in whole or in part by any PARTY without the
prior written consent of the other PARTIES in their sole and absolute discretion. Any such attempt of
assignment shall be deemed void and of no force and effect. Consent to one assignment shall not be
deemed consent to any subsequent assignment, nor the waiver of any right to consent to such
subsequent assignment.
K. Governinq Law: The laws of the State of California and applicable local and federal laws,
regulations and guidelines shall govern this Cooperative Agreement.
L. Litigation fees: Should litigation arise out of this Cooperative Agreement for the
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COOPERATIVE AGREEMENT NO. C-6-1480
performance thereof, the court shall award costs and expenses, including attorney's fees, to the prevailing
PARTY.
M. Notices: Any notices, requests, or demands made between the PARTIES pursuant to this
Cooperative Agreement are to be directed as follows:
To CITY:
To AUTHORITY:
City of Newport Beach
Orange County Transportation Authority
100 Civic Center Drive
600 South Main Street
Newport Beach, California 92660
Orange, CA 92863-1584
Attention: Mark Vukojevic
Attention: Donald Herrera
Deputy Public Works Director
Contracts Administrator
949-644-3319
Tel: 714-560-5644
mvukojevic@newportbeachca.gov
E-mail: dherrera@octa.net
With a copy that shall not constitute Notice to:
Cc: Sam Kaur
Section Manager, Measure M Local
Programs
skaur@octa.net
N. Successors and Assigns: The provisions of this Cooperative Agreement shall bind and
inure to the benefit of each of the PARTIES hereto, and all successors or assigns of the PARTIES hereto.
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COOPERATIVE AGREEMENT NO. C-6-1480
This Agreement shall bemade effective upon execution bvboth PARTIES.
IN WITNESS WHEREOF, the PARTIES hereto have caused this Cooperative Agreement
No. C'6-148Dhubeexecuted onthe date first above written.
CITY OFNEWPORT BEACH ORANGE COUNTY TRANSPORTATION
AUTHORITY
B«�
By:
Diane B.Dixon
Mayor
Leilani 1. Brown
City Clerk
APPROVED ASTOFORM:
By:.
Aaron C.Harp
City Attorney
\/
�obod | /
\
B}�
Darrell Johnson
Chief Executive Officer
APPROVED AS TO FORM
By.
James Dmkch
General Counsel
APPROVAL RECOMMENDED:
in
Kja Mortazavi
Executive Director, Planning
Page ,xm/2
a -M
CcirrM n ity-8 aisied Tnan siit/CincL leiticins Rnojectl Ap p lic action
9-21
Project V - Community -Based Transit/Circulators
CITY OF NEWPORT BEACH
Balboa Village Shuttle Program
Submitted to:
Sam Kaur, Section Manager, Local Programs
Orange County Transportation Authority
640 S. Main Street, 2"" Floor Planning
Orange, CA 92863
Submitted by:
Brenda Wisneski, AICP, Deputy Community Development Director
City of Newport Beach
100 Civic Center Drive
Newport Beach, CA 92660
February 29, 201+6
9-22
TABLE OF CONTENTS
Community -Based Transit/Circulators Project Application
Application Narrative
Attachments:
1. Balboa Peninsula Shuttle/Trolley Feasibility Study
2. City Council Resolution
3. Hoag Hospital Lease Agreement
4. Operations Plan
S. Analysis of Project V Scoring
9-23
PROJECT 'V'
Orange County
Transportation Authority Community -Based Transit/Circulators Project Application
OCTA Form
I. APPLICANT INFORMATION
Agency:
City of Newport Beach
Primary Contact Name:
Brenda Wisneski
Title / Department:
Deputy Community Development Director
Phone:
(949) 644-3297
Email:
Bwisneskianewportbeachca.gov
IIII. PROJECT DESCRIPTION
The proposed service will operate between the Hoag Hospital Lower Parking Lot
and Balboa Pier on the Balboa Peninsula via Pacific Coast Highway, Newport
Boulevard, and Balboa Boulevard. Four vehicles are required. Total daily
revenue hours are 43.3.
IV. MINIMUM ELIGIBILITY
YES/NO
A.
Applicant eligible to receive M2 funding?
L4J Y ❑ N
B
Meet any one of the following:
Proposed project in Go Local Planning and/or 2011 Transit
Study, or Supports Goals of Sustainable Communities strategy?
❑ Y El N
C.
Supplement rather than supplant existing transit services?
C7 Y ❑ N
D.
Projects meet ADA requirements?
0 Y ❑ N
E.
Financial pian for ongoing operations & maintenance?
1,1 Y ❑ N
F.
Project approved by City Council and partner jurisdictions?
21 Y ❑ N
G.
Local funding meets minimum 10% match requirement?
El Y ❑ N
I.
Applicant agrees to adhere to applicable FTA requirements?
0 Y ❑ N
V. COST EFFECTIVENESS
Operating Cost per Boarding Opening Year:
$ 5.80
Annualized Operating & Capital Cost per Passenger:
$a 12.03
VI. PROJECT READINESS
Dpening Year: By 2017 Phase Ready: Planning and Environmental Complete
VII. COMMUNITY CONNECTIONS
Activity Centers
Served:
Retail Center(s)
Major Employmnet Center(s)
Connections to Existing Service
Operating Reserve:
s 282,318.00
II. FUNDING SUMMARY
Total Project Cost:
$ 772,510.00
Capital Funding:
S 490,192.00
Operating Reserve:
s 282,318.00
Applicant Match Rate:
capital 12%b
Describe Source of Agency Funds:
Balboa Village Area Benefit Fund (created to
collect parking fee revenues)
Level of Commitment: ommitment Lette
Name of non applicants: Hoag Hospital
APPLICATION CHECKLIST (guidelines)
E Complete Application
7 Operating Incentive (4.0)
❑ Commitment to 10 b/rvh
Agree to collect 0 & M data quarterly
❑ Meets Minimum Eligibility (6.0)
d Funding Plan (8.0)
IJ O&M/Capital Financials
G Funding Needs
* Match Funding Availability
* Funding Assurances
Q Partnership Arrangements
2 Project Development Schedule
El O&M Facility Management
Q Service Coordination Plan
Financials (9.1)
l] Council Resolution (9.3.1)
G Lease/Cost Agreements (9.3.2)
C Project Documentation (9.3.3)
❑ Operations Plan (9.3.4)
p Route Map w/ existing transit service
Cl Draft Time Table
Q Headways
Stop Location Listing
0 Summary of Vehicle Types
[j Speed Profile
[) Fleet Size
Updated.11/ 19/2015
9-24
PROJECT Y
Application
Page 2 Community -Based Transit/Circulators Project Application
OCTA Form
VIII. FIXED -ROUTE BUS/RAIL CONNECTIONS
Number of fixed -route connections (w/in 1/4 mile): 3
VN. TRANSIT USAGE
Projected Average Daily Boardings 1st Year:
(total annual board ings/annual operating days) 437
X. LOCAL REGIONAL BENEFITS (OPENING YEAR)
Planned Employment Densities per Sq. Mile:
Planned Population Densities per Sq. Mile:
12,170
10,645
Projected Annual Visitors Served by Seasonal Route.
Well over 500,000
XI. SPECIAL EVENT TRANSIT
Description(s)
Shuttles may also be used for Holiday Boat Parade and
Newport to Ensenada Yacht Race. Project costs do not
reflect special event usage.
Date(s)
December and April
Time(s)
Varies
Location(s)
Peninsula Wide
XII. AGENCY EXPERIENCE
Previously Operated Service Vans or Community Circulator
(list all applicable
The City operates a transportation service for seniors for accessing medical
appointments, shopping, essential errands, and the Senior Center.
I herby certify that the information provided herein this farm is accurate and
consistent with accompanying documentation. I further certify that the above
on and that awarded funds hili
424(�
Dat
AGENCY
City of Newport Beach
IXIII. ADDITIONAL COMMENTS
The proposed service will operate on 147
weekends in the summer plus 4th of July
for a total of 21 days. Span of service is
7:30 am to 9:26 pm, with no service
between 9 and 10 am. Service headway is
15 minutes
Updated 11/1912015
4
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Project V - Community -Based Transit/Circulators
CITY OF NEWPORT BEACH
APPLICATION NARRATIVE
The Peninsula is a three-mile stretch bordered by Newport Harbor on one side and the Pacific
Ocean on the other. It's famous for "the Wedge," arguably one of the best bodysurfing sites in
the world and the Ocean Front Walk, one of the region's most popular boardwalks. At the foot of
Newport Pier lies the historic McFadden Square, named for the family that helped found the city
and the Dory Fishing Fleet, where local fisherman bring in fresh seafood daily. Approximately
one mile south of the Newport Pier is the Balboa, another of the city's villages. Balboa includes
the Balboa Pier, the Balboa Fun Zone, and the historic Balboa Pavilion.
As a popular summertime destinations, Balboa Boulevard becomes congested, especially on
busy summer weekends. The benefits of a shuttle system on the Peninsula have often been
discussed for several years. Since 2011, focused efforts to revitalize neighborhoods on the
Peninsula have increased attention on the need for a shuttle program. In April 2015 the City
took initial steps toward creating a program by retaining a consultant to develop the Balboa
Peninsula Shuttle/Trolley Feasibility Study, completed October 2015 (Attachment 1).
The City, including residents and business owners, are very excited about the program. The
Feasibility Study was created with input from local stakeholders and guidance from the Balboa
Village Advisory Committee. A funding source for revitalization projects, such as the proposed
shuttle program, was established by the City Council in 2014. The City Council's commitment to
the project is expressed in the resolution provided as Attachment 2. These achievements allow
the City to implement the program by May 2017, just in time for the busy summer months.
Goals and Objectives
The City envisions a shuttle program that would provide residents and visitors an alternative
mode of travel to conveniently connect key destinations along the Balboa Peninsula. A key
aspect is establishment of an off-site parking location, eliminating the need to travel onto the
peninsula during grid -locked summer weekends. Specific goals of the program include:
• Providing an alternative to cruising for a parking space on the peninsula;
• Encouraging visitors to Balboa Village and the beaches; and
• Designing a service that is simple to understand, easy to use, and fun.
Project Implementation Schedule
The City completed the Balboa Peninsula Shuttle/Trolley Feasibility Study in October 2015, with
oversight of the Balboa Village Advisory Committee (BVAC). The BVAC is appointed by the
City Council and includes two Councilmembers (currently Mayor Diane Dixon and
Councilmember Tony Petros) and representatives from the residential and business community.
5
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Completion of the Feasibility study allows the project to be implemented in May 2017. The
following details major milestones to prepare the project for service:
June 2016 OCTA Board to Approve Application
July 2016 Approve Cooperative Agreement with OCTA
August 2016 Finalize agreements with Hoag Hospital for use of lower parking lot and Visit
Newport to develop and implement marketing campaign. Draft agreement with
Hoag Hospital is provided at Attachment 3.
August 2016 Develop marketing campaign (logo, schedules, signage, brochures, social
media) with guidance from the Balboa Village Merchants Association.
August 2016 Conduct Request for Proposal process for selection of shuttle operator. Shuttles
are to be leased from operator.
October 2016 Select shuttle operator.
October 2016
to May 2017 Select/design shuttle. Finalize route and shuttle stops. Design and install shuttle
stop signage/improvements. Install wayfinding signage to off-site parking lot.
Memorial
Day 2017 Service Beginsll
Operations Plan
The detailed Operations Plan is provided at Attachment 5. The following is a summary of the
operation.
• The route will use the Hoag Hospital Lower Lot as its endpoint. Hoag Hospital has
agreed to make the parking lot available at no cost, other than to ensure the facility is
kept clean. There would be no charge to park at the Hoag Parking Lot and no fee for the
shuttle. A draft agreement with Hoag Hospital is provided as Attachment 3.
• The route, as depicted in Figure 1, would continue onto the Peninsula traveling south
and then east accessing key destinations including Lido Marina Village, McFadden
Square/Newport Pier, Marina Park Community Center, and Balboa Village/Balboa Pier.
• Span of service is 7:30 am to 9:26 pm (with no service between 9 and 10 am) on 10
weekends during the summer plus the Fourth of July (21 days).
• Early morning service is needed for visitors utilizing the Catalina Flyer which departs at
gam from Balboa Village to Catalina Island and returns at 4pm. The Flyer provides a
capacity 500 passengers. Visitors often visit Catalina for the day, but others may stay
for several nights. Catalina Flyer passengers are likely to utilize the shuttle and the free
off-site parking lot, rather than park in Balboa Village which is $17.50/day.
• Frequency of service is every 15 minutes all day.
• Additional demand for service would be created by the several events that occur along
the Peninsula, including the Holiday Boat Parade, Newport to Ensenada Yacht Race and
Independence Day.
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• Four vehicles would be required to implement the proposed service, with a fifth vehicle in
reserve if needed during for peak periods.
Figure 1
Balboa Peninsula Shuttle Route
Seventeen of the stops are current OCTA stops that would only require a new sign during the
summer for the trolley. Three stops would be new; these are italicized in Table 1. OCTA Line
71 operates northbound on Balboa instead of Newport between 23rd and 32 d Streets. If the
shuttle followed this route, existing stops could be used at 23rd and 28th Streets.
Table 1
Proposed Stops
Southbound Stops
Northbound Stops
Hoag Lower Lot
Oceanfront — Palm
Hospital & Hoag EB
Balboa & Coronado
Newport & Short
Balboa & 8"'
Newport & 28"'
Balboa & 121°'
Newport & 23rd
Balboa & 16"'
Balboa & 19"
Balboa & 20"'
Balboa & 15"'
Newport & 23"'
Balboa & 11t"
Newport & 2e
Balboa & 8`"
Newport & Finley
Balboa & Coronado
Hospital & Hoag WB
Oceanfront — Palm
Hoag Lower Lot
• Notes: Stops in italics are new stops.
7
Ridership Estimate
Ridership estimates are based upon aunnnne/ 2015 ridership to date in Dana Point and San
Juan Capistrano (excluding special events and the 4th Of July weekend) and adjusted ridership
in Laguna Beach during its first year of free aen/iva in 2002. For the purposes of this eoMrna&a. @
Balboa Peninsula trolley/shuttle could achieve o productivity (measured as boanjin8a per
revenue hour) of approximately 1/5 of the Laguna Beach Summer Festival Trolley on weekends
in 2002. The Dana Point and San Juan Capistrano ohoN|oa are in their first year of operation.
The Dana Point shuttle operates primarily on Pacific Coast Highway and connects wviah major
hotels. The San Juan Capistrano shuttle operates hourly as a cin:u|ainrwithin the City.
The average of the Dana Point, Son Juan Capistrano, and adjusted 2002 Laguna Beach
productivity figures is 12.7 boardings per revenue hour. To be conservative, this analysis uses a
lower value of 10 boandinga per revenue hour to estimate pubanha| ridership of the Balboa
Peninsula shutt|e8roUey service. Assuming 43.3 revenue houna, the nysu|hnQ daily ridership
oaUnnate is 437.
Funding Plan
The relationship between the City and operator will be important to ensure o high quality of
service while minimizing costs.
012erating Cost
Operating coats include the costs incurred b, the contractor to operate the shuttles and
marketing costs. The total vehicle 000i isexpected tototal $100 per revenue hour. Based on
discussions with the Professional parking' the contractor for the Dana Point Trolley, operation
costs for the driver nfthe trolley equals $31/huuc Therefore, for the purpose ofthis application,
it is assumed operation costs would be $31/hour and capital costs would be $69/hour.
~ Estimated daily revenue hours are 43.3,or8OQ.3annual revenue hours.
° Operating uom\ is based on a unit coot of $31 per revenue hour. Fou, vehicles are
required 10operate the service, and afifth vehicle would beinreserve,
• Marketing is estimated to be $25.008 in the first year and $10.000 in later yoarS,
consistent with the Project Guidelines,
*
Operating ooa(m per boarding in the first year would be $5.79 -
Table 2
5.7S
Tab[m3
Operatin Costs
Daily Annual
Days of Operating
Operation "=,e"°= Riders '`=,e""= Riders Cost
|
Hours | | Hours / |
| | / | | ($318iour
10 Saturdays 1
10 Sundays 433 437 909.3 9,177 S28188
CapitalCosts
Capital costs include the contracted shuttle service (includes vehicle and mointenance).signage
and marketing. Capital costs annualized over m seven year period would be $12.15 per
boarding.
° Shuttle — As stated above, based on discussions with the operator of the Dana Point Trolley,
capital costs may beassumed bubm$88/nsvenuehour.
* Signage — A total of 20 stops are estimated, 17 of the stops are current OCTA stops that
would only require a new sign during the summer for the trolley and three stops would be
now. Estimated cost for new bus stop was listed as $8'000 in the original Project V cont
esUmates, and new signs at existing stops are oahnoatad at $1.000. The one-time capital
cost would be: 3 ° $8.000 + 17° $1,000 = $41.000 for bus stops. In nddiYion, effooUvo
directional signage to the parking lot (Hoag Lower Lot) would be essential. The cost of
directional signage is estimated at $10.000. bringing the signage costs to $51.000.
Table 3
Caoital Costs
AnnualCost
Capital Expense Year One
Year Two+
Vehicles (909.3 Revenue Hours * $69) $62,742
$62.742
Signage $51,000
$0
Total Capital Costs $113,742
$62,742
Program Cost Share
Table 4summarizes costs and expected contributions from OCTA and the City of Newport
Beach. The Balboa Village Area Benefit Fund will provide revenue for the City's contribution.
The Area Benefit Fund was created tocollect parking fee revenues from the area for enhancing
or supplementing services in the area. Approximately $350.000 is ouUeobad annually for the
Area Benefit FunU, which in more than adequate for the City's oontrihubon, as well as
unanticipated project costs.
VYhika not pad of the project costs and match, the City has secured off-site parking at no cost.
Hoag Hospital has agreed, pending approval of an agreement, to allow the City to utilize a
parking lot nntheir campus which offers 225 parking opaoes. This public-private partnership in
Table 4
Costs and Cost Split
Cost dement
Total OCTA City Share
Share
FIRST YEAR COSTS
Notes
Operating Casts
$28,188
$25,369
$2,819
$9 per /hoarding or 90%
of operating costs OCTA,
whichever is less
Marketing
$25,000
$22,500
$2,500
Per Project V Criteria
Capital Costs
$113,742
$100,093
$13,649
12% City Match
Total Costs First Year
$166,930
$147,962 1
$18,968
11.3% City Match
8
YEAR 2+ COSTS
8
4
Operating Costs
$28,188
$25,369
$2,819
$9 per /boarding or 90%
of operating costs OCTA,
whichever is less
Marketing Casts
$10,000
$9,000
$1,000
Per Project V Criteria
Capital Costs
$62,742
$55,213
$7,529
12% Match
Total Year 2+ Costs
$100,930
$89,582
$11,348
11.2% City Match
1
TOTAL PROJECT COSTS
1
7 -Year Project Costs
$772,510
1 $685,454 1
$87,056
11.3% City Match
Scoring Criteria
To facilitate review of the subject application, further details are provided in Attachment 5 as
they pertain to each scoring criteria. Based on our assessment of the kriteria, the City's
application may be scored as presented in Table 5.
Table 5
Application Scoring
Criteria
Possible Score
Score
Match Funding Capital
10
2
Level of Commitments from Non -applicant
5
5
Operating Cost per Boarding, Opening Year
10
10
Annualized Operating and Capital Cost per Passenger
10
6
Estimated Opening Year
10
10
Phase Readiness (Planning, faciiity, no RNV needed)
10
10
Connections
10
8
4 of Fixed -Route Sus/Rail Connections within 1/4 mile
8
4
Projected Average Daily Boardings (first year)
10
10
Employment Densities
4
4
Population Densities
4
4
Annual Visitors Served
4
4
Innovative Service Delivery Model
1
1
Creative Solutions to Community Needs
1
1
Combining Local and Regional Resources
1
1
Currently Operated Community Based Services — Shuttles
1
0
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Criteria Possible Score Score
Currently Operated Community Based Services - Vans 1 1
TOTAL 100 81
Attachments:
1. Balboa Peninsula Shuttle/Trolley Feasibility Study, October 2015
2. City Council Resolution
3. Hoag Hospital Draft Lease Agreement
4. Operations Plan
5. Analysis of Project V Scoring Criteria
is
9-32
Attachment 1
Balboa Peninsula Shuttle Trolley Feasibility Study
12
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City of Newport Beach
Balboa Peninsula huttle/Trolley
Feasibility Study
Final Report
Prepared for the City of Newport Beach by
Dan Boyle & Associates, Inc,
October 8, 2015
13
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Introduction
This study assesses the feasibility of a shuttle/trolley route on the Balboa peninsula to serve
visitors and residents during the peak summer season. The beach and Balboa Village are popular
summertime destinations. As a result, Balboa Boulevard becomes congested, especially on busy
summer weekends.
The City of Laguna Beach is the model for special summer service. Its Summer Festival service
links a parking lot along Laguna Canyon Road with Arts Festival sites, the beach, and downtown.
Two other Summer Festival routes serve North Coast Highway and South Coast Highway.
Summer Festival trolleys carry over 10,000 riders on a typical summer Saturday (its busiest day)
or twice the ridership as compared to 2002, the first year that the service operated free of charge
in its current three -route configuration. This is a reminder that it takes time for any service to
mature and reach its full ridership potential.
The City of Dana Point began a new weekend shuttle service in the summer of 2015, with a single
route operating along Pacific Coast Highway (PCH). The City of San Juan Capistrano also started
a shuttle in the summer of 2015
This report is organized as follows. Section 2 of this report is based upon discussions with the
City of Newport Beach and the Balboa Village Advisory Committee (BVAC) at its May 2015
meeting. This section describes the purpose and goals of a summer shuttle route on the Balboa
Peninsula, discusses potential markets for this service, and identifies key stakeholders. Section
3 summarizes the interviews with stakeholders. Section 4 identifies offsite parking locations and
route options. Section 5 outlines draft schedules. Section 6 provides ridership estimates. Section
7 provides cost estimates. Section 8 discusses funding options for a shuttle.
2. Purpose and Goals/Markets/Key Stakeholders
The Balboa Village Master Plan included the shuttle concept that would encompass an off-site
parking location and a shuttle to connect this location with the peninsula. Goals for the shuttle
include:
• Providing an alternative to cruising for a parking space on the peninsula;
• Encouraging visitors to Balboa Village and the beaches;
• Designing a service that is simple to understand, easy to use, and fun;
• Focusing on the most promising markets first.
The general consensus of discussions during this study is that these goals can best be achieved
by starting small, focusing on the peninsula in the summer, and identifying an off-site parking
location.
Weekend day visitors during the summer constitute the primary market for a shuttle. There are
two primary entrances to the peninsula: Newport Expressway/Newport Boulevard and West
Coast Highway/Balboa Boulevard. Parking access must be convenient to these approaches.
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Balboa Peninsula Shuttle/Trolley Feasibility Study Final Report
Of course, there are additional markets that can be attracted to and served by the shuttle. Hotel
guests staying in Newport Beach and residents have been mentioned as potential markets by
stakeholders. Over the years, the Summer Festival service in Laguna Beach has experienced
ridership growth on its South Route (which serves residential areas and hotels along South Coast
Highway) to the point where its ridership is greater than on the Canyon Route connecting the
major parking location to Festival sites and downtown. The most promising immediate market for
the Balboa peninsula, however, is day visitors on summer weekends. This market offers the best
chance for success. Once a successful shuttle has been established, the City can consider
expanding it to other locations that serve promising markets.
There is also interest in expanding the time frame of the shuttle beyond summer weekends.
Weekends throughout the year, summer weekdays, and special events such as the Boat Parade
during Christmas week were all mentioned. Special events are a logical first step and could even
be incorporated into the initial plan for shuttle operation.
The kickoff meeting and the first presentation and discussion with the BVAC generated the
following list of stakeholders to be interviewed:
• Ralph Rodheim, Balboa Village Merchants Association
• Gary Sherwin, Newport Beach & Co.
• Alison Ryffle, Balboa Peninsula Point Association
• Grace Dove, Central Newport Beach Association
• Marcel Ford and Kelly Carlson, Balboa Village Merchants Association
3. Interviews with Stakeholders
In-person and telephone interviews were conducted with these individuals between June 3 and
June 12, 2015. The interview process was flexible to allow each person to explain the most
relevant factors for consideration in this study from his/her perspective. Each interview included
the following topics:
• Traffic and parking
• Routing for the trolley
• Lessons learned from previous efforts
• Markets that can/should be served by the trolley
• Parting thoughts
The vision for the shuttle varied among stakeholders. Most agreed with the concept of "starting
small" with a focus on the peninsula. Some see multiple routes (two or more) serving various
locations and destinations as necessary from the beginning. A few put forth a broad view of how
the shuttle could evolve into a city-wide network serving hotels, shopping, restaurants and bars
along with Balboa Village and the beach and thus appealing to a wider market. Some expressed
skepticism about the viability of a shuttle, citing past failed attempts and a distinct lack of interest
among residents.
Most (but not all) interviewees view conveniently located off-site parking as essential for the
shuttle's success. Several sites were proposed, including Hoag Hospital, Hoag Health Center on
Dan Boyle & Associates, Inc. Page 2
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Balboa Peninsula Shuttle/Trolley Feasibility Study Final Report
Superior Avenue, a lot at 171h Street & Pomona Avenue in Costa Mesa, the Ardell property along
Coast Highway, an under-utilized lot at Avon Street & Riverside Avenue in Mariners Mile, The
Dunes, and Corona del Mar.
Stakeholders noted that the "visitor" market is not homogeneous. One way to define differences
is day trippers vs. those staying longer (often in hotels but also in rental properties). Some
merchants see a more lucrative market in those staying longer; one noted that new store owners
are cautioned that they need to appeal to locals as well as day visitors to stay in business. One
individual noted that 80 percent of visitors in rentals drive to the peninsula but do not necessarily
want to use their car to get around.
The shuttle does not need to go beyond Balboa Village on the peninsula. There is a turnaround
loop at the Balboa Pier used by Orange County Transportation Authority (OCTA) buses that would
serve as a good way to turn the trolley around. Balboa Pier is a current destination for beachgoers
because of parking and restroom facilities. Stakeholders reported that the parking generally fills
up by 9 a.m. on summer weekends. Restrooms are also available at 15th Street. The interviewees
agreed that the shuttle does not need to serve West Newport (along Balboa Boulevard between
Newport Boulevard and Coast Highway).
Beachgoers carry a lot of "stuff' with them. One area of skepticism was whether beachgoers
would be willing to use an alternative like the shuttle that requires carrying items from carto shuttle
to beach. One suggestion was to consider an airport -type shuttle with room to store these items
enroute.
Stakeholders were adamant that the vehicles used for the shuttle need to be attractive! Some
suggested an open-air trolley as the ideal vehicle, while others emphasized the importance of an
alternate -fuel vehicle. The most -cited reason for failure of past efforts was the vehicle. School
buses will not attract ridership. If the shuttle is positioned as `cool,' locals will ride it.
Other reasons for failure of previous efforts included under -funding, insufficient marketing, and a
lack of understanding that a service like this needs time to build ridership and find its market (or
have its market find it). One person suggested that even a summer -long demonstration project
would not be long enough. In this view, two years would be the minimum time frame to test the
market for a shuttle. This suggestion has a parallel in how transit agencies evaluate the success
of a new route or service, which is expected to meet established performance criteria within 18
months. Another noted that Laguna Beach, a model for this type of effort, did not achieve its
current usage overnight. Changing people's habits is a slow process.
Beyond the off-site parking to Balboa Pier route, other suggested routings would serve McFadden
Square/Newport Pier, Lido Marina Village, Mariners Mile, Fashion Island, and various hotels.
The interviewees generally agreed that the trolley needs to be free to attract ridership. The one
contrary view was long-term, thinking about a day pass for visitors and an evening pass for
accessing restaurants and bars on an extended shuttle network.
Dan Boyle & Associates, Inc. Page 3
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Balboa Peninsula Shuttle/Trolley Feasibility Study Final Report
4. Offsite Parking Locations and Route Options
As noted earlier, the immediate market for the shuttle consists of weekday day visitors during the
summer, with the beach as the major destination. Criteria for offsite parking include:
• Proximity to Newport Expressway/Newport Boulevard. Most day visitors are coming from
inland via the Newport Expressway. Offsite parking needs to intercept visitors before they
enter the Peninsula. The Act V Parking Lot on Laguna Canyon Road in Laguna Beach is
an example of a well -located parking lot.
• Safety. A staffed parking lot or structure is typically perceived as safest, while an
unattended lot in a lightly -trafficked location is least safe.
• Availability on summer weekends.
• Visibility of the offsite parking location from Newport Expressway/Newport Boulevard. A
visible location feels familiar, even if a driver has only passed by the location.
• Use of city -owned land for parking. This is administratively simpler and can allow for a
parking fee to be charged, with all revenue accruing to the City.
The last two criteria are ideal but not strictly necessary.
Six potential locations have been identified and are highlighted in Figure 1. These locations are:
A. The southeast corner of West 17"' Street & Pomona Avenue in Costa Mesa (outlined in
red).
B. Hoag Health Center at 500 Superior Avenue in Newport Beach (outlined in purple).
C. Hoag Hospital at 1 Hoag Drive in Newport Beach (outlined in green).
D. The Avon Lot on Avon Street behind Jack Shrimp east of Tustin Avenue along Mariners
Mile in Newport Beach.(outlined in gold)..
E. The Lower Lot at Hoag Hospital along Coast Highway between Newport Boulevard and
Superior Avenue (outlined in pink).
F. A City -owned lot at the northeast corner of Coast Highway & Superior Avenue (outlined in
light blue)
Dan Boyle & Associates, Inc.
Page 4
17
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Balboa Peninsula 3AuUhmlTroJeyFeasibility Study
Table 1
Evaluation ofOftshePadxinoLocations
Final Repod
Location C (Hoag Hospital) is vary visible fronn Newport Boulevard, is accessible with only one
turn from Newport, and has a parking structure. There is avveU-defined path in and out ofthis
location and opotential stop location adjacent tothe parking structure, Some turns would betight
for |mrQe, vehicle. Fieldwork indicated that traffic on the hospital grounds is light on o summer
Saturday. The major disadvantage is that it is unlikely that Hoag Hospital would grant approval
for access tothis site, according tohospital: personnel.
Location B (Hoag Health Center at 500 Superior Avenue) is not visible from Newport Boulevard
and nyquinao a right and than o left turn to access this location. There are two parking structures,
with a small cal`6 in between them, and the Health Center is well -signed from Superior Avenue.
Hoag Hospital personnel indicated that this location was used anabase for shuttle service tothe
Balboa Peninsula in the past. The Health Center is not staffed on weekends, so there are no
parking or <naMio conflicts, There is a well-defined path in and out of this location (circling the
parking structures), and the oahb area provides a convenient waiting area. There is nourn for
multiple shuttle vehicles at this location. Availability is likely, but has not yet been confirmed.
LooationA(thelot adWest 17*SKreet&PomonnAve nue)ksclose hobut not NejbletnmNevvpoh
Boulevard. Drivers can reach the lot with only one turn. |tianot staffed, and it|sunclear whether
visitors would haej comfortable leaving their cars there for the day. Access tothe lot was closed
off during fieldwork, but it appears unused during summer months. This is the location farthest
away from Balboa Peninsula.
Location D (the Avon lot on Avon Stnuai east ofTustin Avenue behind Jack Shrimp) along
W1mhnars Mile is an open, unstaffed lot. It requires two orthree turns from Newport Boulevard to
aoomoo. The lot |uowned bythe City and iaunderused. Amwith the lot oiWest 17m&Pomona,
it is unclear whether visitors would feel comfortable leaving their cars there for the day. It may be
more challenging to persuade visitors to look for remote parking once they have reached Coast
Highway and are almost to the Peninsula.
Dan Boyle &Associates, Inc, Page
Proximity
Location
to
Safety
Availability
Visibility
Current
#
City -
Newport
Cost
Spaces
owned?
Blvd
A 17th &
Good
Poor - unstaffed lot
Unknown - no access
Poor
Free
60
No
Pomona
on side street
durin2 fieldwo k
B Hoag Health
Fair
Good - parking
Likely
Poor
Unknown
Over2OO
No
Center
structure
C Hoag Hospital
Excellent
Good - parking
Unlikely
Excellent
$5 to $8
Over2OO
No
structure
D Avon
Poor
Poor - unstaffed lot
Available
Poor
Free
108
Yes
not visible from street
E Hoag Hospital
Fair
Fair - unstaffed lot
Possible
Poor
Free
OverIOO
No
Lower Lot
visible from street
F Coast Hwy &
Fair
Fair - unstaffed lot
Available
Poor
Free
Yes
Superior
visible from street
Location C (Hoag Hospital) is vary visible fronn Newport Boulevard, is accessible with only one
turn from Newport, and has a parking structure. There is avveU-defined path in and out ofthis
location and opotential stop location adjacent tothe parking structure, Some turns would betight
for |mrQe, vehicle. Fieldwork indicated that traffic on the hospital grounds is light on o summer
Saturday. The major disadvantage is that it is unlikely that Hoag Hospital would grant approval
for access tothis site, according tohospital: personnel.
Location B (Hoag Health Center at 500 Superior Avenue) is not visible from Newport Boulevard
and nyquinao a right and than o left turn to access this location. There are two parking structures,
with a small cal`6 in between them, and the Health Center is well -signed from Superior Avenue.
Hoag Hospital personnel indicated that this location was used anabase for shuttle service tothe
Balboa Peninsula in the past. The Health Center is not staffed on weekends, so there are no
parking or <naMio conflicts, There is a well-defined path in and out of this location (circling the
parking structures), and the oahb area provides a convenient waiting area. There is nourn for
multiple shuttle vehicles at this location. Availability is likely, but has not yet been confirmed.
LooationA(thelot adWest 17*SKreet&PomonnAve nue)ksclose hobut not NejbletnmNevvpoh
Boulevard. Drivers can reach the lot with only one turn. |tianot staffed, and it|sunclear whether
visitors would haej comfortable leaving their cars there for the day. Access tothe lot was closed
off during fieldwork, but it appears unused during summer months. This is the location farthest
away from Balboa Peninsula.
Location D (the Avon lot on Avon Stnuai east ofTustin Avenue behind Jack Shrimp) along
W1mhnars Mile is an open, unstaffed lot. It requires two orthree turns from Newport Boulevard to
aoomoo. The lot |uowned bythe City and iaunderused. Amwith the lot oiWest 17m&Pomona,
it is unclear whether visitors would feel comfortable leaving their cars there for the day. It may be
more challenging to persuade visitors to look for remote parking once they have reached Coast
Highway and are almost to the Peninsula.
Dan Boyle &Associates, Inc, Page
Balboa Peninsula Shuttle/Trolley Feasibility Study Final Report
Location E (the Lower Lot at Hoag Hospital along Coast Highway between Superior Avenue and
Newport Boulevard) is an open, unstaffed lot. The City of Newport Beach will be using this lot on
Saturdays to shuttle youth sports league players to the City's park on Superior Avenue & Coast
Highway. Availability is possible, but has not yet been confirmed. While this location faces the
same challenge as the Avon lot in persuading visitors to look for remote parking once they have
reached Coast Highway, it is very close to Newport Boulevard.
Location F, the lot at Coast Highway & Superior Avenue, is an open, unstaffed lot. This location
faces the same challenge in persuading visitors to look for remote parking once they have reached
Coast Highway. While only slightly farther west of the Lower Lot, this lot can only be accessed
from the northbound lane of Superior Avenue. As seen in the next section, this restricted access
results in a lengthy out -of -direction loop on the trip to Balboa Pier.
Figure 2 shows route options for the shuttle. All options are identical between Coast Highway
and the Balboa Pier.
• The red line serves the lot at 17th & Pomona.
• The dark blue line serves Hoag Health Center.
• The green line serves Hoag Hospital.
• The orange line serves the Avon lot at Mariners Mile.
• The pink line serves the Lower Hoag Hospital parking lot
• The light blue line serves the lot at Superior & Coast Highway
Parking lots are shown in white and are outlined by the color of the route serving the lot.
Dan Boyle & Associates, Inc.
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Balboa Peninsula ShuttlelTrolley Feasibility Study
Final Report
Two additional route options were suggested in stakeholder interviews. These ooUons, shown in
F|Qunaa 3ond 4, are not oriented 1nvvord parking for summer day visitors and rniQbt be considered
as options for future extensions. These routes are very different:
° The route indark green (Figure 3) is very short (under two miles mund-tdp) and connects
Lido Marina Village with Newport Pier.
° The route in pink (Figure 4)iaanexpanaive route coonmoiimQ Balboa Pier with Mariners
Mile, Fashion |m>and, and various hotels and resorts.
Figure 3
Route Options Not Oriented toward Day Visitors: Lido Marina Village -Newport Pier
Dan Boyle & Associates, Inc.
Balboa Peninsula ShuttlelTrolley Feasibility Study
Figure 4
Final Report
Table 2 summarizes distances for each route.
Table 2
Distances to Balboa Village in Miles for Each Route Option
Route Option
Distance SB
Distance NB
Round-trip
Distance
A. 171' & Pomona
4.1
4.3
8.4
13, Hoag Health
3.6
3.9
7.5
Center
C. Hoag Hospital
3.2
3.4
6.6
D. Avon
3.4
3.4
6.8
F. Hoag Lower Lot
2.9
3.7
6.6
F. Coast Hwy &
3.6
3.9
7.5
Superior
Lido Marina
1 0
0.8
1 8
Villa2e
HoteliResort Loop
14.8
12.1
26.9
Dan Boyle & Associates, Inc.
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Balboa Peninsula ShuttlelTrolley Feasibility Study
5. Schedules
Final Report
Draft schedules have been developed for each of the six parking -based shuttle options and are
presented in Appendix A. The running times for each option are based on fieldwork on the Balboa
Peninsula on a summer Saturday (July 11, 2015) and the OCTA bus schedule for Route 71, and
include a factor for scheduled stops. The shuttle could be operated with stops at all OCTA stops
along the route (Appendix 8 provides a list of OCTA stops that are along one of the routes) or
could stop only at select stops.
Initial span of service is assumed to be from 10 a. m. to 6 p.m. on Saturday and Sunday. Service
is provided every 15 minutes almost all of the day. Most options operate every 20 minutes
between 10 and 11 am. A frequency of one bus every 20 minutes between 10 and 11 a.m. is
acceptable, based on field observation (the parking lot at Balboa Pier had spaces available until
11;15 a. m.) and experience in Laguna Beach. Table 3 summarizes the schedules for each option.
Table 3
Summary of Schedule Information for Each Option
Route Option
Frequency
Span of Service
Daily
Revenue
Annual
Revenue
j
# Vehicles
(minutes)
Hours
Hours
A. '17111 & Pomona
15; occasional
10 am -7:41 pm
38.0
759.3
5
B. Hoag Health
15 (20 first
10 am -7:32 pm
32.1
641.0
4
Center
hour
15 (20 first
C. Hoag Hospital
hour);
10 am -7:29 pm
31.9
637.0
4
occasional 12
D. Avon
15 (20 first
10 am -7;31 pm
32.0
639.7
4
hour)
E. Haag Lower
15 (20 first
10 am -7:30 pm
31.9
638.3
4
Lot
hour
F. Coast Huey &
15 (20 first
10 am -7:35 pm
33.0
660.0
4
Superior
hour
Note: Revenue hours are the total number of hours that a shuttle is in service. This
includes recovery time at the end of each trip.
In Options A and C, the running times allowed service every 12 minutes for two hours at
no additional cost
Revenue hours of service are highest for the 171h & Pomona option and lowest for the Hoag
Hospital and Lower Lot options. The 17"' & Pomona option requires five vehicles due to the longer
distance involved. Span of service reflects the leave time of the first bus from the parking tat to
the arrival of the last bus at the parking lot.
6. Ridership Estimate
Ridership estimates are based upon summer 2015 ridership to date in Dana Point and San Juan
Capistrano (excluding special events and the 411 of July weekend) and adjusted ridership in
Laguna Beach during its first year of free service in 2002. For the purposes of this estimate, we
assume that a Balboa Peninsula trolley/shuttle could achieve a productivity (measured as
boardings per revenue hour) of approximately 115 of the Laguna Beach Summer Festival Trolley
Darr Bayle & Associates, Inc. Page 11
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Balboa Peninsula Shuttle/Trolley Feasibility Study Final Report
on weekends in 2002. The Dana Point and San Juan Capistrano shuttles are in their first year of
operation. The Dana Point shuttle operates primarily on Pacific Coast Highway and connects
with major hotels. The San Juan Capistrano shuttle operates hourly as a circulator within the
City.
The average of the Dana Point, San Juan Capistrano, and adjusted 2002 Laguna Beach
productivity figures is 12.7 boardings per revenue hour. To be conservative, this analysis uses a
lower value of 10 boardings per revenue hour to estimate potential ridership of the Balboa
Peninsula shuttle/trolley service. Assuming 32.0 revenue hours, the resulting daily ridership
estimate is 320.
There are other factors that can influence ridership. A focused marketing effort publicizing the
existence of the shuttle and how to use it will be very important in ensuring the shuttle's success.
As noted in Technical Memorandum No. 1, it could take more than one summer to establish the
shuttle as an integral part of summer on the Balboa Peninsula. OCTA has changed its Project V
guidelines in recognition of the fact that changing people's habits is a slow process.
Another interesting factor observed in the fieldwork is related to skepticism over whether
beachgoers, who generally bring a lot of beach gear and belongings with them, would be willing
to transfer to a shuttle. In the late morning and afternoon, once the parking lot at Balboa Pier was
full, many beachgoers were observed carrying their belongings across Balboa Boulevard from
wherever they could find parking. A shuttle that brings these beachgoers directly to Balboa Pier
would be very attractive to families who currently walk a fair distance to the beach.
7. Cost Estimate
Laguna Beach operates its Summer Festival Trolley service directly. Dana Point and San Juan
Capistrano have contracted operation of their services to a private contractor. Dana Point
received a Project V grant from OCTA and provides a local match of approximately 20 percent.
San Juan Capistrano is funding a small demonstration project this summer with City funds. In its
Project V application, Dana Point used a cost estimate of $95 per revenue hour to calculate
operating costs. For the purposes of this analysis, we assume an operating cost of $100 per
revenue hour.
Table 4 summarizes estimated operating costs and ridership for the Balboa Peninsula
shuttle/trolley. Table 4 uses 32.0 daily revenue hours at a cost of $100 per revenue hour
(assumed to include provision of vehicles) and 10 weeks of service on summer Saturdays and
Sundays.
Table 4
Cost and Ridership Estimates
Days of
O eration
p
Daily
Annual
Revenue
Riders'
Revenue
Riders
Operating
I
Hours
Hours
Cost
10 Saturdays
32.0
320
640
6,380
$64,000
10 Sundays
Dan Boyle & Associates, Inc.
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M
Balboa Peninsula Shuttle/Trolley Feasibility Study
8. Funding Options
Final Report
OCTA's M2 program is a 30 -year, multi -billion dollar extension of the original Measure M
(approved in 1990) with a new slate of planned projects and programs. Projects S, T, V, and W
address public transportation needs.
The proposed Balboa Peninsula shuttle could be funded under Project V: Community Based
Transit/Circulators. Among the objectives of Project V are to:
• Encourage development of local bus transit services such as community-based
circulators, shuttles, and bus trolleys
• Provide alternatives to address seasonal/special event congestion
Capital funding is available for the following purposes:
• Bus and vehicle leases/purchases
• Related equipment, including but not limited to:
o Bike racks
o Software
o Communications equipment
o Fare collection equipment
o Passenger amenities
o Americans with Disabilities Act (ADA) equipment for vehicles
• Maintenance facilities and fueling stations
• Bus stop improvements (signage, furniture, and shelters
Operations and maintenance funding is available for the following purposes:
• Fixed route, deviated fixed route, demand responsive, seasonal community transit, and
shuttle services including administration, operations and maintenance of services.
Services are to be operated by OCTA, although local agencies may propose an alternate
service provider which will be considered at the discretion of OCTA.
• Parking leases needed in response to expanded transit services.
• Special event shuttle services for events that will create significant congestion.
• Other flexible and innovative transit services contingent on the service plan and
anticipated service performance.
• Marketing efforts including expenditures related to service schedules, marketing materials
such as flyers and brochures, and community outreach efforts. Project V contributions for
marketing will be capped at $25,000 for the startup cost and up to $10,000 annually
thereafter for the remaining grant period.
Funding for planning Project V services is available. Up to $50,000 is available for planning.
Agencies may be awarded a total from all project categories of no more than $550,000 annually
for a period of up to seven years per project.
Dan Boyle & Associates, Inc.
Page 13
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Balboa Peninsula ShuttlelTrolley Feasibility Study
Table 5 summarizes Project V funding for successful eligible projects.
Table 5
Project V Funding
Final Report
Category
Funding
Available
Comments
Applications with local funding greater
Capital
90 percent
than 10 percent are eligible for
additional point scoring
90 percent OR
Must meet minimum standard of 6
Operating and
$9 per boarding,
boardings per revenue hour within
Maintenance
whichever is less
first 12 months and 10 boardings per
revenue hour within first 24 months
OCTA staff has prepared and presented Program Guidelines for Project V to its Board and is
expected to issue a Call for Projects later this year. The recommended next step is to complete
and submit a Project V application in response to the Call for Projects. If Newport Beach can
replicate the success of shuttles operating in Dana Point (funded through Project V) and San Juan
Capistrano in 2015, this productivity target would be attainable.
[Ian Bayle & Associates, Ina
Page 14
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Balboa Peninsula ShuttlelTrolley Feasibility Study Final Report
APPENDIX A
DRAFT SCHEDULES
Schedule from Hoag Hospital
Leave
Balboa
Arrive
Leave
Balboa
Arrive
Hoag Hasp
& 15th
Balboa Pier
Balboa Pier
& 16th
Hoag Hosp
Layover
10:00 AM
10:07 AM
10:15 AM
10:15 AM
10:23 AM
10:30 AM
010
10:20 AM
10:27 AM
10:35 AM
10:35 AM
10:43 AM
10:50 AM
010
10:40 AM
10:47 AM
10:55 AM
10:55 AM
11:03 AM
11:10 AM
0:20
11:00 AM
11:07 AM
11:15 AM
11:15 AM
11:23 AM
11:30 AM
0:15
11:15 AM
11:22 AM
11:30 AM
11:30 AM
11:38 AM
11:45 AM
0:15
11:30 AM
11:39 AM
11:48 AM
11:48 AM
11,58 AM
12:08 PM
0:07
11:45 AM
11:54 AM
12:03 PM
12:03 PM
12:13 PM
12:23 PM
0:07
12:00 PM
12:10 PM
1220 PM
12:20 PM
12:31 PM
12:42 PM
0:18
12:15 PM
12:25 PM
12:35 PM
12:35 PM
12:46 PM
12:57 PM
0:15
12:30 PM
12:40 PM
12:50 PM
12:50 PM
1:01 PM
1:12 PM
0:12
12:45 PM
12:55 PM
1,05 PM
1:05 PM
1:16 PM
1:27 PM
0:09
1:00 PM
1:11 PM
1:22 PM
1:22 PM
1:33 PM
1:44 PM
0:04
1:12 PM
1:23 PM
1:34 PM
1-134 PM
1:45 PM
1:56 PM
0:04
1:24 PM
1:35 PM
1:46 PM
1:46 PM
1:57 PM
2:08 PM
0:07
1:36 PM
1:47 PM
1:58 PM
1:58 PM
2--09 PM
220 PM
0:10
1:48 PM
1,59 PM
2:10 PM
2:10 PM
2:21 PM
2:32 PM
0:13
2:00 PM
2:11 PM
2:22 PM
2:22 PM
2:33 PM
2A4 PM
0:16
2:15 PM
2:26 PM
2:37 PM
2:37 PM
2:48 PM
2:59 PM
0:13
2:30 PM
2:41 PM
2:52 PM
2:52 PM
3:03 PM
3:14 PM
0:10
2A5 PM
2:56 PM
3:07 PM
3:07 PM
318 PM
3:29 PM
0:07
3:00 PM
3:11 PM
3:22 PM
3:22 PM
3:33 PM
3:44 PM
0:06
3:12 PM
3:23 PM
3:34 PM
3:34 PM
3:45 PM
3:56 PM
0:04
3:24 PM
3:35 PM
3:46 PM
3:46 PM
3:57 PM
4:08 PM
0:07
3-36 PM
3-47 PM
3:58 PM
3:58 PM
4:09 PM
4:20 PM
0:10
3:50 PM
4:01 PM
4:12 PM
412 PM
4:23 PM
4:34 PM
0:11
4:00 PM
4:11 PM
4:22 PM
4:22 PM
4:33 PM
4:44 PM
0:16
4:15 PM
4:26 PM
437 PM
4:37 PM
4:48 PM
4:59 PM
0:16
4:30 PM
4:41 PM
4:52 PM
4:52 PM
5:03 PM
5:14 PM
0:16
4:45 PM
4:56 PM
5:07 PM
5:07 PM
5:18 PM
5:29 PM
0:16
5:00 PM
5:11 PM
5:22 PM
5:22 PM
5:33 PM
5:44 PM
0:16
515 PM
5:26 PM
5:37 PM
5:37 PM
5:48 PM
5:59 PM
0:16
5:30 PM
5:41 PM
5:52 PM
5:52 PM
6:03 PM
6:14 PM
0:16
5:45 PM
5:56 PM
6:07 PM
6:07 PM
6:18 PM
6:29 PM
0:16
6:00 PM
6:11 PM
6:22 PM
6:22 PM
6:33 PM
6:44 PM
6:15 PM
6:26 PM
6:37 PM
6:37 PM
6:48 PM
6:59 PM
6:30 PM
6:41 PM
6-152 PM
6-152 PM
7:03 PM
7:14 PM
6:45 PM
6:56 PM
7:07 PM
7:07 PM
718 PM
7:29 PM
Dan Boyle & Associates, Inc. Page 15
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Balboa Peninsula ShuttlelTrolley Feasibility Study Final Report
Schedule from Hoag Health Center
Leave
Balboa
Arrive
Leave
Balboa
Arrive
Hoag HC
& 15th
Balboa Pier Balboa Pier
& 16th
Hoag HC
Layover
10:00 AM
10:08 AM
10:16 AM
10:16 AM
10:24 AM
10:33 AM
0:07
10:20 AM
10:28 AM
10:36 AM
10:36 AM
10:44 AM
10:53 AM
0-07
10-40 AM
10:48 AM
10:56 AM
10-156 AM
11:04 AM
11:13 AM
0:04
11:00 AM
11:08 AM
11:16 AM
11:16 AM
11.24 AM
11:33 AM
0:12
11:15 AM
11:23 AM
11:31 AM
11:31 AM
11:39 AM
11:48 AM
0:12
11:30 AM
11:39 AM
11:49 AM
11:49 AM
11:59 AM
12:11 PM
0:04
11:45 AM
11:54 AM
12:04 PM
12:04 PM
12:14 PM
12:26 PM
0:04
12:00 PM
12:10 PM
12:21 PM
12:21 PM
12:32 PM
12:45 PM
0:15
12:15 PM
12:25 PM
12:36 PM
12:36 PM
12-147 PM
1:00 PM
0:15
12:30 PM
12:40 PM
12:51 PM
12:51 PM
1:02 PM
1:15 PM
0:15
12:45 PM
12:55 PM
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013
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Dan Boyle & Associates, Inc. Page 16
29
9-50
Balboa Peninsula Shuttle/Trolley Feasibility Study
Final Report
Schedule from 17th & Pomona
Leave 17th
Balboa
Arrive
Leave
Balboa
Arrive 17th
& Pomona
& 15th
Balboa Pier Balboa Pier
& 16th
& Pomona
Layover
10.00 AM
10:11 AM
10:19 AM
'10-19 AM
10:27 AM
10:39 AM
12:06 AM
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10:26 AM
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10:54 AM
12:06 AM
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10-49 AM
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12:06 AM:
10:45 AM
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Dan Boyle & Associates, Inc. Page 17
30
9-51
Balboa Peninsula Shuttle/Trolley Feasibility Study Final Report
I
1=T-TqmWwG1V-'W1
Leave
Balboa
Arrive
Leave
Balboa
Arrive
Avon lot
& 15th
Balboa Pier Balboa Pier
& 16th
Avon lot
Layover
10:00 AM
10:08 AM
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Dan Boyle & Associates, Inc. Page 18
31
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Balboa Peninsula Shuttle/Trolley Feasibility Study Final Report
Schedule from Lower Lot
Leave
Balboa
Arrive
Leave
Balboa
Arrive
Lower lot
& 15th
Balboa Pier Balboa Pier
& 16th
Lower lot
Layover
10:00 AM
10:06 AM
10:14 AM
1014 AM
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0:09
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018
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016
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120 PM
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015
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0:15
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Dan Boyle & Associates, Inc. Page 19
32
9-53
Balboa Peninsula Shuttlel'Trolley Feasibility Study
Final Report
Schedule from Coast Hwy & Superior
Leave Coast
Balboa
Arrive
Leave
Balboa
Arrive Coast
& Superior
& 15th
Balboa Pier Balboa Pier
& 16th
& Superior
Layover
10:00 AM
10:09 AM
10:1 7 AM
10:17 AM
10:25 AM
10:34 AM
0:06
10:20 AM
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0:06
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013
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1-139 PM
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3:00 PM
113 PM
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0:10
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5.-50 PM
0:10
515 PM
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0:10
5:30 PM
5:43 PM
5:54 PM
5:54 PM
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6:20 PM
010
5:45 PM
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6:09 FM
6:09 PM
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6:35 PM
0:10
6:00 PM
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639 PM
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Dan Boyle & Associates, Inc. Page 20
33
9-54
Balboa Peninsula Shuttle/Trolley Feasibility Study Final Report
APPENDIX B
EXISTING OCTA STOPS ON ROUTE 71 AND ROUTE 1
Line 71 stops south of Newport & 17th Street
Southbound
Northbound
Hospital & Placentia WB
Oceanfront - Palm
Hospital & Superior WB
Balboa & Palm
Superior & Ticonderoga*
Balboa & Coronado
Coast & Balboa EB
Balboa & Island
Coast & Balboa Coves EB
Balboa & 8th
Newport & Short
Balboa & 12th
Newport & 31 st
Balboa & 16th
Newport & 28th
Balboa & 20th
Newport & 23rd
Balboa & 23rd
Balboa & 19th
Balboa & 28th
Balboa & 17th
32nd & Lake EB*
Balboa & 15th
Newport & Finley
Balboa & 13th
Coast & Hoag Hospital WB
Balboa & 11th
Superior & Ticonderoga
Balboa & 8th
Hospital & Superior EB
Balboa & Island
Hospital & Hoag EB
Balboa & Coronado
Balboa & Adams
Oceanfront — Palm
NOTE: Stops with an asterisk are not on
any proposed trolley route.
Line 1 stops along Coast Highway on potential routes
East/Southbound West/Northbound
Coast & Balboa Coast & Riverside
Coast & Balboa Coves Coast & Hoag Hospital
Coast & Tustin
Dan Boyle & Associates, Inc. Page 21
34
9-55
Attachment 2
City Council Resolution
35
9-56
RESOLUTION NO. 2016-15
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NEWPORT
BEACH, CALIFORNIA AUTHORIZING THE SUBMITTAL OF BALBOA
PENINSULA SHUTTLE PROGRAM TO THE ORANGE COUNTY
TRANSPORTATION AUTHORITY FOR FUNDING UNDER PROJECT V
COMMUNITY BASED TRANSIT/CIRCULATORS
WHEREAS, the City of Newport Beach desires to implement a shuttle program to
offer alternative modes of transportation on Balboa Peninsula for its residents and
visitors during the busy summer weekends;
WHEREAS, the City of Newport Beach has been declared by the Orange County
Transportation Authority to meet the eligibility requirements to receive Measure M "fair
share" funds;
WHEREAS, the City's Circulation Element is consistent with the County of
Orange Master Plan of Arterial Highways; and
WHEREAS, the City of Newport Beach will provide matching funds for the
Balboa Peninsula Shuttle Program, as required by the Orange County Project V
Community Based Transit/Circulators and Program Guidelines.
NOW THEREFORE, the City Council of the City of Newport Beach hereby
resolves as follows:
Section 1: The recitals provided above are true and correct and are
incorporated into the operative part of this resolution.
Section 2: The City shall submit a grant application in accordance with the
Orange County Project V Community Based Transit/Circulators and Program
Guidelines requesting the Orange County Transportation Authority allocate funds in the
amount specified in the application to the City of Newport Beach. Said funds shall be
matched by funds from the City as required and shall be used as supplemental funding
to aid the City in implementing the Balboa Peninsula Shuttle Program.
Section 3: The City Council finds the adoption of this resolution is not subject to
the California Environmental Quality Act ("CEQA") pursuant to Sections 15060(c)(2) (the
activity will not result in a direct or reasonably foreseeable indirect physical change in
the environment) and 15060(c)(3) (the activity is not a project as defined in Section
15378) of the CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3.
36
9-57
Resolution No. 2016-15
Page 2 of 2
Section 4: This resolution shall take effect immediately upon its adaption by the
City Council, and the City Clerk shall certify the vote adopting the resolution.
ADOPTED this 26"' day of January, 2016.
ATTEST:
6 � ;' 4w
Leilani I. Brown �-- _ ,m
City Clerk
Diane B. Dixon
Mayor
37
9-58
STATE OF CALIFORNIA f
COUNTY OF ORANGE ss.
CITY OF NEWPORT BEACH
I, Leilani I. Brown„ City Clerk of the City of Newport Beach, California, do hereby certify that the
whole number of members of the City Council is seven; that the foregoing resolution, being Resolution
No. 2016-15 was duly and regularly introduced before and adopted by the City Council of said City at a
regular meeting of said Council, duly and regularly held on the 26`" day of January, 2016, and that the
same was so passed and adopted by the following vote, to wit:
AYES: Council Member Peolter, Council Member Duffield, Council Member Selich,
Council Member Curry, Council Member Petros, Mayor Pro Tem Muldoon,
Mayor Dixon
NAYS: None
IN WITNESS WHEREOF, I have hereunto subscribed my name and affixed the official seal of
said City this 27 h day of January, 2016.
City Clerk
Newport Beach, California
(Seal)
as
9-59
Attachment 3
Hoag Hospital Lease Agreement
39
• •I
PARKING LICENSE
THIS PARKING LICENSE ("License") is made and entered into on , 20_ by and between
Hoag Memorial Hospital Presbyterian, a California not profit public benefit corporation and ("Licensor"),
and ("Licensee"), who agree as follows:
1. LICENSE OF PARKING SPACES.
Licensor hereby Licenses to Licensee, and Licensee Licenses from Licensor, not to exceed _
unreserved and unassigned parking spaces in the Sunset Parking Lot as generally shown on the Site
Plan attached hereto as Exhibit "A". Licensee shall not be permitted to park in any other area on
the Property without the prior, express written consent of Licensor. The shuttle busses of Licensee
shall only follow the route depicted in Exhibit "A" attached hereto.
2. TERM.
The term of the License shall be for a period of , and shall commence on
and shall terminate on , unless Licensee shall hold over under the
terms contained herein ("Term").
3. BASE RENT.
Licensee shall pay Licensor as rent the amount ($___) per week ("Rent") for the
Term. All rent due hereunder shall be due and payable to Licensor on the first day of each calendar
month. All other items of Rent shall be due and payable by Licensee on or before 20 days after
Licensor delivers to Licensee a statement or invoice therefor. Base Rent shall be fully abated
provided that Licensee fully, faithfully, and punctually performs all of Licensee's obligations
hereunder including, without limitation, the payment of monetary obligations (other than the abated
rent) and the performance of all non -monetary obligations. Licensor shall be entitled to record the
amount of abated rent as a contribution to Licensor's community benefit program. If Licensee
defaults under this agreement and does not cure such default under any applicable grace period, the
rent abatement provided herein shall terminate.
4. HOLDING OVER.
If Licensee holds over after the expiration of the Licensee Term hereof, with or without the express
or implied consent of Licensor, such tenancy shall be from day-to-day only, and shall not constitute
a renewal hereof or an extension for any further term, and in such case Rent shall be payable at a
daily rate equal to $500.00 per calendar day.
5. USE.
Licensee shall use the Parking Areas for parking purposes only for its customers and employees, in
accordance with the rules and regulations established by Licensor or its agent from time to time.
6. TAXES.
Licensor shall pay, before delinquency, all real estate taxes and assessments levied or assessed
against the Parking Areas after the Commencement Date. However, Licensee shall pay any and all
9-61
governmental fees, taxes, or assessments levied or charged with respect to the use of the parking
spaces, which are the subject matter hereof.
7. UTILITY SERVICES.
Licensor shall provide the gas, light, power, and telephone services necessary for the efficient
operation of the Parking Areas.
8. ALTERATIONS AND ADDITIONS.
Licensee shall not make any alterations, improvements or additions in or about the Parking Areas.
9. NO BAILMENT.
THE PARTIES EXPRESSLY AGREE AND ACKNOWLEDGE THAT NO BAILMENT SHALL
BE CREATED BY THIS LICENSE AND LICENSOR SHALL NOT BE RESPONSIBLE FOR
ANY DAMAGE OR LOSS TO THE PERSONAL PROPERTY OF LICENSEE, ITS
EMPLOYEES, LICENSEES, OR INVITEES, OR ANY ARTICLE LEFT THEREIN, WHETHER
OR NOT THE CAUSE OF SAME IS DUE TO THE NEGLIGENCE OF LICENSOR, ITS
AGENTS OR EMPLOYEES.
10. INDEMNITY.
Licensee aggress to indemnify, defend, and hold Licensor and Hoag Memorial Hospital
Presbyterian, and each of its subsidiaries, Boards of Directors, Officers, Employees, and Agents
and managers ("Indemnities" and "Indemnified Parties"), harmless from any claim, cause of
action, damage, liability or costs, including reasonable attorney's fees and costs of defense, arising
from or related to this License or Licensee's use of the Parking Areas and/or property.
11. INSURANCE.
During the term of this agreement, Licensee shall secure and maintain at all times during the term
of this agreement, at Licensee's sole expense, the insurance coverage required herein, with
insurance companies rated A by the A.M. Best Company, Occurrence coverage is preferred but if
claims made coverage is provided, it shall be maintained for a minimum of three (3) years after the
date of termination of this agreement.
Insurance required under this Agreement shall be:
Commercial General Liabilitv (bodily injury, property damage, personal injury, and vehicle
liability) insurance, with a single limit of not less than $1,000,000 per Occurrence, or current limit
carried, whichever is greater, and $2,000,000 in the Aggregate, or current limits carried, whichever
is greater. Coverage shall include, without limitation, coverage for bodily injury, including death;
contractual liability specifically covering the indemnity obligations stated herein and elsewhere in
the Agreement, and personal injury including coverage for suits brought by employees of Licensee.
Automobile Liability insurance to cover, without limitation, claims based on automobile liability
(bodily injury and property damage) including coverage for all owned, hired and non -owned
automobiles with minimum limits of Two Million Dollars ($2,000,000) Combined Single Limit.
4
9-62
General Liability and Automobile Liability Insurance shall include the following provisions,
coverage, and endorsements:
The Indemnified Parties, Hoag Memorial Hospital Presbyterian shall be included as additional
insured's ("Additional Insured's").
Licensee and Licensee's insurance companies waive their rights to subrogation against the above
Additional Insured's.
The insurance carried by the Licensee shall include contractual liability endorsements insuring the
indemnity clause of this Agreement.
Licensee's insurance shall be primary coverage, and any insurance or self-insurance carried by
Indemnified Parties and Additional Insured's shall be excess and noncontributory.
Thirty (30) days prior written notice of cancellation or material change in the insurance must be
given to Licensee.
Licensee shall provide the Licensor with a certificate of insurance and endorsements evidencing
the required coverage. Failure to secure and/or maintain insurance coverage under this Agreement
shall be considered a material breach of this Agreement. Nothing contained in this subsection shall
be read to limit Licensee's indemnity responsibility under this Agreement.
The failure to secure and maintain or add by endorsement any Indemnified Party shall not act as a
defense to the enforcement of the terms of the Agreement. Any such insurance policy shall apply
separately to each insured against whom claim is made or suit is brought and shall contain no
provision, which excludes coverage of a claim made, by one insured under the policy against
another insured under the policy.
12. ASSIGNMENT/SUBLETTING.
Licensees may only assign, sublet, mortgage, or otherwise transfer or encumber its interest in this
License or the parking spaces Licensed hereunder with the prior written consent of Licensor.
13. DEFAULT.
It is agreed between the parties hereto that if any rent shall be due hereunder and unpaid, or if a
receiver be appointed to take possession of substantially all of Licensee's assets or of Licensee's
interest in this License, or if Licensee shall make a general assignment or arrangement for the
benefit of creditors, or if Licensee shall take any action under the insolvency or Bankruptcy act, or
if Licensee shall default and breach any other covenant or provision of this License, then the
Licensor, after giving the proper notice required by law, may remove any property and any and all
persons from the Parking Areas in the manner allowed by law. The Licensor may, at his option,
either terminate this License or maintain this License in full force and effect and recover the rent
and other charges as they become due, in which case Licensor shall have all of the rights and
remedies provided in California Civil Code Section 1751.4. In addition, the Licensor may recover
all rentals and any other damages and pursue any other rights and remedies which the Licensor
may have against the Licensee by reason of such default as provided by law.
14. NOTICES.
3
9-63
Whenever under the License provision is made for notice or demand, it shall be in writing and
signed by or on behalf of the party giving the notice or making the demand; it shall be served either
personally or by registered or certified mail; if served personally, service shall be conclusively
deemed made upon delivery; if served by registered or certified mail, service shall be conclusively
deemed made seventy-two (72) hours after the deposit thereof in the United States mail, postage
prepaid, with return -receipt requested. Any notice or demand to either party shall be given at the
addresses appearing below:
Licensor- Licensee -
Hoag Memorial Hospital
Presbyterian
510 Superior Avenue, Suite 290
Newport Beach, CA 92663
Attn: Director, Real Estate
Attn:
Either party may change its address for purposes of this paragraph by notifying the other party of
such change by the methods herein provided.
15. ATTORNEYS' FEES.
If either party hereto shall engage counsel to enforce or interpret this License or shall file any
action against the other party arising out of this License, or for a declaration of any rights
hereunder, the prevailing party therein shall be entitled to recover from the other party all costs and
expenses, including reasonable attorneys' fees, incurred by the prevailing party in connection
therewith.
16. TRASH PICK-UP.
Licensor will be responsible to arrange for the clean-up of any trash left in the Sunset Lot
attributable to Licensee's use and will submit an invoice to Licensee for the service. Licensee will
reimburse Licensor for the cost of the service within 20 days of receipt of the invoice.
17. MISCELLANEOUS.
a) Waiver of Default. The waiver of either party of any default in the performance by the
other party of any covenant contained herein shall not be construed to be a waiver of any preceding
or subsequent default of the same or any other covenant contained herein.
b) Successors. Subject to any restrictions or assignment set forth herein, each and every
covenant and condition of this License shall bind and inure to the benefit of the parties hereto and
their respective heirs, legal representatives, successors, and assigns.
c) Interpretation. The captions for each of the paragraphs of this License are inserted for
convenience only and shall have no effect upon the interpretation of this License. If either party
consists of more than one person, each person shall be jointly and severally liable hereunder. No
provisions of this License shall be interpreted for or against either party because that party or that
party's legal representative drafted such provision.
11
MMZ
d) Request for Consent of Approval. Whenever under the terms of this License either
Licensor's or Licensee's consent or approval is required as a condition to action by the other party,
the request for such consent or approval shall be in writing.
e) No Benefit to Third Parties. The parties acknowledge and agree that the provisions of
this License are for the sole benefit of Licensor and Licensee and not for the benefit, directly, or
indirectly, of any other person entity, except as otherwise expressly provided herein.
f) No Brokers. Licensor and Licensee each represents and covenants to the other that
there are no brokerage commissions or finder's fees payable with respect to the transactions
contemplated by this License. Each party agrees to indemnify, defend, and hold the other party
harmless from and against all demands, claims, losses, liabilities, actions, causes of action or costs
and expenses, including, without limitation, attorney's fees, of any kind arising out of a contention
by any person or entity that any real estate commission or finder's fee is payable because of the
acts of such indemnifying party. If such claim for a real estate commission or finder's fee is
claimed by reason of the actions of both parties, the party whose actions first gave rise to such
claims shall be responsible therefore.
g) Entire Instrument. This License contains the parties entire agreement with respect to
subject matter hereof and the parties agree and acknowledge that any and all agreements and
discussions heretofore or contemporaneously made by the parties with respect to the subject matter
hereof are set forth in this License. This License cannot be modified in any respect, except by a
writing executed by both of the parties hereto.
h) Use of Language. Words of any gender used in this License shall be held and construed
to include any other gender, and words in the singular shall be held to include the plural, unless the
context requires otherwise.
i) Severability. In the event that any provision of this License is found to be invalid,
unenforceable, or illegal, it shall be deemed deleted from the License, and the balance of the
provisions of this License shall be valid and enforceable as to the parties as if the deleted portion
were never a party hereof.
5
9-65
LICENSOR: Hoag Memorial Hospital Presbyterian
By:
Name: Sanford Smith
Title: Sr. Vice President
By:
Name:
Karen Torres
•••
Exhibit "A"
Location and Shuttle Route
9-67
Attachment 4
Operations Plan
40
• •:
ATTACHMENT 5
BALBOA PENINSULA SHUTTLE PROGRAM
OPERATIONS PLAN
Figure 1 shows the proposed route for the Balboa Peninsula Shuttle. The Hoag Hospital
Lower Lot of is shown in white. There would be no charge to park at the Hoag Lot. From this
location, the shuttle will travel east on Pacific Coast Highway, south on Newport Boulevard into
Balboa Boulevard and east to the Balboa Pier, sharing the layover space currently used by
OCTA Line 71 or adjacent spaces available during summer weekends.
The draft time table for the shuttle is shown on Table 1 (shown at the end of this Plan).
Service before 10 a.m. is for passengers utilizing Catalina Flyer and will travel non-stop
between the Lower Lot and Balboa Pier. Service will be provided in 15 minute headways.
Running times are based on fieldwork conducted in the summer of 2015. Adequate layover
time is provided to allow for traffic congestion on Balboa Boulevard.
The vehicle fleet requires four vehicles; each is shown in a different color in Table 1. A fifth
vehicle would be maintained in reserve during peak periods to ensure acceptable headways are
maintained. The Balboa Village Advisory Committee expressed a strong preference for an
open-air shuttle vehicle. The preference is for open-air trolley design which will include bike
racks, options for beach gear and baggage (for Catalina Flyer passengers), technology for
locating vehicles and/or use of smart phone app. The City may opt for "wrapped" shuttle design
in first year, if needed. The selected operator shall present a method for measuring ridership,
include ridership satisfaction and on-time performance. Ridership data shall be presented to the
City monthly, so that the City can submit quarterly reports to the OCTA. Total daily revenue
hours are 43.3.
Stop locations are listed in Table 2. Three new stops are required; if the shuttle is rerouted
northbound along Balboa Boulevard between 23'd and 32nd Streets (following the routing of
OCTA Line 71), then only one new stop would be needed at the Hoag Hospital Lower Lot.
Table 2
Pr000sed Stoas
Southbound Stops
Northbound Stops
Hoag Lower Lot
Oceanfront — Palm
Hospital & Hoag EB
Balboa & Coronado
Newport & Short
Balboa & 8th
Newport & 28th
Balboa & 12th
Newport & 23'd
Balboa & 16th
Balboa & 19th
Balboa & 20th
Balboa & 15th
Newport & 23'd
Balboa & 111h
Newport & 28th
Balboa & 81h
Newport & Finley
Balboa & Coronado
Hospital & Hoag WB
Oceanfront — Palm
Hoag Lower Lot
• Notes: Stops in italics are new stops.
41
0•
ATTACHMENT 5
Average speeds were calculated at various times of the day to develop the schedule, as shown
in Table 3. Average speed varies from 8.9 to 15 miles per hour. Either of the vehicle types
under consideration can operate safely at these speeds.
Table 3
Averaae Saeeds by Hour
Hour
Average Speed
7 a.m.
15.0
8 a.m.
15.0
9 a.m.
No service
10 a.m.
13.0
11 a.m.
13.0/10.5
12 p.m.
9.5
1 p.m.
9.1
2 p.m.
8.9
3 p.m.
8.9
4 p.m.
8.9
5 p.m.
8.9
6 p.m.
8.9
7 p.m.
9.7
8 p.m.
9.7
9 P.M.
9.7
42
9-70
Table I
Draft Time Table
Schedule from Lower Lot
Leave Balboa
Arrive
Leave Balboa
Lower lot & 15th
Balboa Pier Balboa Pier & 16th
7:30 AM
7:42 AM
7:42 AM
7:45 AM
7:57 AM
7:57 AM
8:00 AM
8:12 AM
8:12 AM
8:15 AM
8:27 AM
8:27 AM
830 AM
8:45 AM
10:00 AM 10:06 AM
10:15 AM 10:21 AM
10:30 AM 10:36 AM
10:45 AM 10:51 AM
11:00 AM 11:06 AM
11:15 AM 11:21 AM
11:30 AM 11:38 AM
11:45 AM 11:53 AM
12:00 PM 12:09 PM
12:15 PM 12:24 PM
12:30 PM 12:39 PM
12:45 PM 12:54 PM
1:00 PM 1:09 PM
1:15 PM 1:24 PM
1:30 PM 1:39 PM
1:45 PM 1:54 PM
2:00 PM
2:15 PM
2:30 PM
2:45 PM
3:00 PM
3:15 PM
3:30 PM
3:45 PM
4:00 PM
4:15 PM
4:30 PM
4:45 PM
5:00 PM
5:15 PM
5:30 PM
5:45 PM
6.00 PM
(315 PM
6:30 PM
6:45 PM
7:00 PM
7:15 PM
7:30 PM
7:45 PM
8:00 PM
8:15 PM
8:30 PM
8:45 PM
2:09 PM
2:24 PM
2:39 PM
2:54 PM
3:09 PM
3:24 PM
3:39 PM
3:54 PM
4:09 PM
4:24 PM
4:39 PM
4:54 PM
5:09 PM
5:24 PM
5:39 PM
5:54 PM
6:09 PM
6:24 PM
6:39 PM
6:54 PM
7:09 PM
7,24 PM
7:39 PM
T54 PM
8:06 PM
8:21 PM
8:36 PM
8:51 PM
8:42 AM
8--42 AM
8:57 AM
8.57 AM
1014 AM
10:14 AM
10:29 AM
10.29 AM
10--44 AM
10,44 AM
10:59 AM
10-59 AM
11:14 AM
11.14 AM
11:29 AM
11:47 AM
12:02 PM
12-19 PM
12:34 PM
12:49 PM
1:04 PM
1:20 PM
1:35 PM
1:50 PM
2:05 FM
2,20 PM
2:35 PIVI
2:50 PM
3:05 PM
3-20 PM
3:35 PM
3:50 PM
4:05 PM
4:20 PM
4.35 PM
4:50 PM
5:05 PM
5:20 PM
5:35 PM
5:50 PM
6:05 PM
6.20 PM
6:35 PM
6:50 PM
7:05 PM
7:20 PM
7:35 PM
7:50 PM
6:05 PM
B-17 PM
8:32 PM
8:47 PIVI
9:02 PM
11,29 AM
11:47 AM
12:02 PM
12:19 PM
12:34 PM
12:49 PM
1:04 PM
1:20 PM
1:35 PM
1:50 PM
2-105 PM
2:20 PM
2:35 PM
2:50 PM
3:05 PM
3:20 PM
3:35 PM
3:50 PM
4:05 PM
4:20 PM
4:35 PM
41-50 PM
5:05 PM
5:20 PM
5'35 PM
5:50 PM
6:05 PM
6:20 PM
6-135 PM
6:50 PM
7:05 PM
7:20 PM
7:35 PM
7:50 PM
8:05 PM
8:17 PM
8:32 PM
8:47 PM
9:02 PM
10:22 AM
10:37 AM
10:52 AM
11:07 AM
11:22 AM
11:37 AM
11:55 AM
12:12 PM
12:29 PM
12:45 PM
1:00 PM
1:15 PM
1:31 PM
1:46 PM
2:01 PM
2:16 PM
2:31 PM
2:46 PM
3:01 PM
3:16 PM
3:31 PM
3:46 PM
4:01 PM
4:16 PM
4:31 PM.
4:46 PM
5:01 PM
5:16 PM
5:31 PM
5:46 PM
6:01 PM
6:16 PM
6:31 PM
6:46 PM
7:01 PM
T% PM
7:31 PM
7:46 PM
8:01 PM
816 PM
8:28 PM
Arrive
Lower lot
7:57 AM
8:12 AM
8:27 AM
8:42 AM
8:57 AM
9,12 AM
10:31 AM
10:46 AM
11-01 AM
11:16 AM
11:31 AM
11:46 AM
12:08 PM
12:23 PM
12:42 PM
12:57 PM
1:12 PM
1:27 PM
1:44 PM
1:59 PM
2:14 PM
2:29 PM
2:45 PM
3:00 PM
3:15 PM
3:30 PM
3:45 PM
4:00 PM
4:15 PM
4:30 PM
4:45 PM
5:00 PM
5:15 PM
530 PM
5:45 PM
6:00 PM
6:15 PM
6:30 PM
6:45 PM
7:00 PM
7:15 PM
7:30 PM
7:45 PM
8:00 PM
8:15 PIVI
8:30 PM
8:38 PM
8:43 PM 8:53 PM
8:58 PM 9:08 PM
913 PM 9.23 PM
ATTACHMENT 5
Layover
0:03
0:03
0:03
0:03
014
0:14
0:14
0:14
0:14
0:14
0:07
0:07
0:18
0:18
0:18
0118
0:16
0:16
0:16
0:16
0:15
0:15
0:15
0-15
0:15
0:15
0:15
0:15
0:15
0:15
015
0:15
0:15
0:15
0:15
0:15
0:15
0:15
0:15
015
0:15
0:15
0:15
0:07
43
9-71
'? Hoag Hospital Lower Parking Lot Figure 1
Proposed Shuttle Route
Existing Bus Stop Locations
New Bus Stop Locations
as
9-72
Attachment 5
Analysis of Project V Scoring
45
9-73
ATTACHMENT 5
APPLICATION SCORING CRITERIA
FINANCIAL COMMITMENTS/PARTNERSHIPS (7 of 15 points)
Match Funding Capital (2 of 10 points)
The City of Newport Beach will match 12 percent of capital costs. Capital costs are estimated at
$113,742 in the first year, and the City will match $13,649. In each subsequent years, capital costs are
estimated at $62,742 and the City will match $7,529. Over a seven-year period, the City will match
$58,823 of the estimated $490,192 capital costs.
Level of Commitment from Non -applicant (5 of 5 points)
Hoag Hospital has agreed to make its Lower Lot available for parking and a trolley stop at a below-
market rate. The draft agreement between the City and Hoag Hospital is attached to the application. If
the City is successful in obtaining the grant funds, the agreement will be finalized.
COST EFFECTIVENESS (16 of 20 points)
Operating Cost per Boarding, Opening Year (10 of 10 points)
Operating cost per boarding in the opening year is $5.80.
Annualized Operating and Capital Cost per Passenger (6 of 10 points)
Annualized operating and capital cost per passenger is $12.03.
PROJECT READINESS (20 of 20 points)
Estimated Opening Year (10 of 10 points)
The Balboa Peninsula shuttle will be ready to begin service in June 2017.
Phase Readiness (16 of 16 points)
All planning and environmental work has been completed. No acquisition of right of is required. The
primary maintenance facility will be provided by the operator, with a back-up facility available at the
City's yard which is located at 592 Superior Avenue, which is 1.5 miles from the Hoag Lower Parking Lot.
COMMUNITY CONNECTIONS (8 of 10 points)
Senior Centers (0 of 2 points)
Oasis, the largest senior center in Newport Beach, is not accessible via the proposed trolley shuttle.
Schools (0 of 2 points)
Schools will not be in session during the time that the shuttle operates.
Retail Centers (2 of 2 points)
46
9-74
ATTACHMENT 5
The proposed route will link several commercial villages along the peninsula, including Lido Marina
Village, McFadden Square and Balboa Village.
Major Employment Centers (2 of 2 points)
Businesses on the Balboa peninsula employ many workers in the summer season. Hoag Hospital is the
largest employment center in the city.
Medical Centers (2 of 2 points)
Hoag Hospital will be directly served via the proposed route. In addition, the route will connect to Route
47 which provides access to additional medical centers north of Hoag Hospital.
State Parks (0 of 2 points)
There are no state parks along the route.
Train Stations/Recreational Areas (2 of 2 points)
The peninsula is boarded by Newport Harbor and the Pacific Ocean, both offering major recreational
areas including beaches, Marina Park Community and a public marina.
FIXED -ROUTE BUS/RAIL CONNECTIONS (4 of 8 points)
Number of Fixed -Route Bus/Rail Connections within % mile
Three OCTA routes (Routes 1, 47, and 71) are within % mile of the proposed route.
TRANIST USAGE (10 of 10 points)
Projected Average Daily Boardings (first year)
437 average daily boardings are expected during the first year of operation.
LOCAL/REGIONAL BENEFITS (15 of 15 points)
Employment Densities (4 of 4 points)
The proposed route begins at Hoag Hospital, the largest employment center in the city. In addition,
several medical -related facilities are within % mile of the route. Based on the Orange County Projections
2014 developed by the Orange County Council of Governments, employment within % mile of the route
totals 12,900 jobs. The area within % mile of the route totals 1.06 square miles. Therefore, the
employment density per square mile is 12,170 jobs.
Population Densities (4 of 4 points)
The proposed route will serve the Balboa Peninsula which in comprised of a series of districts linked by a
commercial and residential corridor. The historic residential development pattern reflects a densely
47
9-75
ATTACHMENT 5
populated area totaling 11,285 people (Source: Census 2010). Therefore, the population density per
square mile is 10,645.
Annual Visitors Served (4 of 4 points)
The City has an estimated permanent population of 85,738 but during the summer months, the
population grows to more than 100,000 with 20,000 to 100,000 tourists daily. The projected annual
visitors to be served during the summer weekend months, would far exceed 500,000 visitors.
Innovative Service Delivery Model (1 of 1 point)
A vehicle which contributes to the experience of visitors to the Balboa Peninsula will support the success
of the program. Visitors, as well as residents will be more likely utilize the shuttle if it offers a fun
experience image. The design of the shuttle has been envisioned with this knowledge. The intent is to
offer an open-air shuttle (or trolley) for the opening year to take advantage of the summertime weather
and increase visibility of the program. if the city is not successful in retaining a contractor to operate an
open-air shuttle for the opening year, then a vehicle may be wrapped with a design reflective of
Newport Beach's unique culture will be created. Recognizing some visitors will utilize the shuttle to
access the beach, an area designated on the shuttle to store beach equipment will also be needed.
Creative Solutions to Community Needs (1 of 1 point)
The increased visitor population during the summer months increases congestion and decreases
available parking. The strategy to locate a parking facility off the peninsula, at a central location,
eliminates the need for visitors to travel onto the peninsula by vehicle. Instead they utilize the shuttle
which removes vehicles from the roads and parking areas on the peninsula.
Combining Local and Regional Resources (1 of 1 point)
If OCTA goes ahead with plans to discontinue Route 71 on the peninsula, the proposed new service
would provide mobility along the peninsula during summer weekends and connect with OCTA Route 1.
AGENCY EXPERIENCE (0 of 2 points)
Currently Operated Community Based Services —Shuttles and Trolleys (0 of 1 point)
The City has no experience with operation of shuttles and trolleys. However, the City does not plan to
operate these services directly. The City will engage a private contractor with experience in the
operation of similar services.
Currently Operated Community Based Services —Vans or Community
Circulators (1 of 1 point)
The City operates a transportation service for seniors for accessing
medical appointments, shopping, essential errands, and the Senior Center.
48
7
Attachment 6
Letter of Support
49
9-77
e-, ort
r EACH
& COMPANY
January 6, 2016
Brenda Wisneski, AICD
Deputy Community Development Director
City of Newport Beach
100 Civic Center Drive
Newport Beach, CA 92660
Dear Brenda:
We are thrilled to hear that the City of Newport Beach is continuing to pursue a
shuttle/trolley service on the Balboa peninsula during summer weekends.
As you know, Newport Beach and Company is the official marketing agency for the city and
we interact with many of the 7 million visitors who come to our city annually. Accessibility
to the peninsula and its many attractions has always been challenging given traffic
concerns and limited parking.
We believe the shuttle/trolley service will be of great value and our agency would be an
eager and engaged partner in marketing this new service to visitors. These efforts would
include featuring the service through our visitor service desk at Fashion Island, on our
website, email newsletters to 30,000 subscribers, visitor guide and through our extensive
public relations efforts. Additionally, we will prepare a video spot on the service that will
be featured on Newport Beach TV, the city's official broadcast service.
We look forward to seeing this service in place and moving ahead with marketing
programs to maximize ridership.
With regards,
�L-
Gary C. Sherwin
President/CEO
I MW Ne;wporl l;enter Drive, srlire 120, J piquirl Hvach, CA 92660 71,E-13r7aP-04-COAST t rsitrteikj,urtbvachi r,rrl
50
9-78
Exhibit B
City of Newport Beach Project V Estimated Funding Schedule
9-79
Capital Costs OCTA Share 88%
Capital Costs Local Share 12%
Total Capital Casts
Operations
Trolley Operations OCTA Share 88%
Trolley Operations Local Share 12%
Total Operations Cost
Cooperative Agreement C-6-1480
Exhibit B
Newport Beach Project V Estimated Funding
Schedule
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Total Cost
FY 16/17
FY 17118
FY 18119
FY 19120
FY 20121
FY 21122
FY 22123
$507,871
$ 507,871
$69,255
$69,255
$577,126
$577,126
$25,369
$25,369
$25,369
$25,369
$25,369
$25,369
$25,369
$177,583
$3,459
$3,459
$3,459
$3,459
$3,459
$3,459
$3,459
$24,216
$28,828
$28,828
528,828
$28,828
$28,828
$28,828
$28,828
$201,799
ATTACHMENT D City of Newport Beach NO. BA- 17BA-018
BUDGET AMENDMENT
2016-17
EFFECT ON BUDGETARY FUND BALANCE:
X Increase Revenue Estimates
X Increase Expenditure Appropriations
Transfer Budget Appropriations
SOURCE:
from existing budget appropriations
X from additional estimated revenues
X from unappropriated fund balance
EXPLANATION:
AMOUNT:J $815,454.00
This budget amendment is requested to provide for the following:
To increase revenue estimates and expenditure appropriations for the receipt of Measure M2 Funding from the Orange County
Transportation Authority for use of a shuttle/trolley project on Balboa Peninsula. Additionally, increase appropriations
from the Balboa Village Parking Management Fund to provide the City's required project match amount.
ACCOUNTING ENTRY:
BUDGETARY FUND BALANCE
Fund Object Description
535 300000 BV Parking Management Fund - Fund Balance
Amount
Debit Credit
$130,000.00
REVENUE ESTIMATES
Orq Obiect Project Description
1230053 431150 17T13 Measure M Competitive Fund -Measure M Revenue
F -17T13 -LOCAL -123 -GRANT $685,454.00
EXPEND/ TURF APPROPRIATIONS
Description
Org Number 1230053 Measure M Competitive Fund
Object Number 980000 Capital Improvement Project
Project Number 17T13 Balboa Peninsula Trolley $685,454.00
Project String E -17T13 -UNASSIGNED-123 -UNASSIGNED
Org Number 53501 Balboa Village Parking Management Fund
Object Number 980000 Capital Improvement Project
Project Number 17T13 Balboa Peninsula Trolley $130,000.00
Project String E -17T13 -UNASSIGNED-535 -UNASSIGNED
/ * Automatic System Entry.
Signed: Sq
Signed
Signed:
Financial Approval:—Finance Direct
City Council Approval: City Clerk
Date
` h I I�
Date
Date
9-81
Increase in Budgetary Fund Balance
ANDX
Decrease in Budgetary Fund Balance
No effect on Budgetary Fund Balance
ONE-TIME?
F -K]
Yes
No
This budget amendment is requested to provide for the following:
To increase revenue estimates and expenditure appropriations for the receipt of Measure M2 Funding from the Orange County
Transportation Authority for use of a shuttle/trolley project on Balboa Peninsula. Additionally, increase appropriations
from the Balboa Village Parking Management Fund to provide the City's required project match amount.
ACCOUNTING ENTRY:
BUDGETARY FUND BALANCE
Fund Object Description
535 300000 BV Parking Management Fund - Fund Balance
Amount
Debit Credit
$130,000.00
REVENUE ESTIMATES
Orq Obiect Project Description
1230053 431150 17T13 Measure M Competitive Fund -Measure M Revenue
F -17T13 -LOCAL -123 -GRANT $685,454.00
EXPEND/ TURF APPROPRIATIONS
Description
Org Number 1230053 Measure M Competitive Fund
Object Number 980000 Capital Improvement Project
Project Number 17T13 Balboa Peninsula Trolley $685,454.00
Project String E -17T13 -UNASSIGNED-123 -UNASSIGNED
Org Number 53501 Balboa Village Parking Management Fund
Object Number 980000 Capital Improvement Project
Project Number 17T13 Balboa Peninsula Trolley $130,000.00
Project String E -17T13 -UNASSIGNED-535 -UNASSIGNED
/ * Automatic System Entry.
Signed: Sq
Signed
Signed:
Financial Approval:—Finance Direct
City Council Approval: City Clerk
Date
` h I I�
Date
Date
9-81