HomeMy WebLinkAbout19 - Transit Services for the Balboa Peninsula Shuttle/Trolley ProjectTO:
FROM
CITY OF
NEWPORT BEACH
City Council Staff Report
April 11, 2017
Agenda Item No. 19
HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
David A. Webb, Public Works Director - 949-644-3311,
dawebb@newportbeachca.gov
PREPARED BY: Michael J. Sinacori, Assistant City Engineer
PHONE: 949-644-3342
TITLE: Approval of a Service Agreement with Professional Parking
Corporation for Transit Services for the Balboa Peninsula
Shuttle/Trolley Project (17T13)
ABSTRACT:
City staff previously secured a competitive Measure M2 grant from the Orange County
Transportation Authority (OCTA) for a shuttle/trolley project on Balboa Peninsula (88%
OCTA, 12% City). A Request for Proposals (RFP) was issued to solicit vendors for
operation of the transit service and staff is requesting City Council's approval to enter into
a Service Agreement with Professional Parking Corporation to operate a free weekend
summer shuttle on the Balboa Peninsula.
RECOMMENDATION:
a) Determine this 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
this action will not result in a physical change to the environment, directly or indirectly;
and
b) Approve a Service Agreement with Professional Parking, of Signal Hill, CA, for transit
services for a not -to -exceed amount of $116,910.00 for the initial term of the
agreement, with an option to renew the agreement in subsequent years through the
year 2023.
FUNDING REQUIREMENTS:
The current adopted budget includes sufficient funding for the first year of the Agreement.
Funding is available from 1230053-980000-17T13 (Measure M2 Competitive) and 53501-
980000-17T13 (Balboa Village Parking). The cost of the contract for four shuttles for year
one is $116,910 of which $102,881 is funded by the OCTA grant and $14,029 is funded
by the City as match. The marketing and signage costs are also eligible expenditures
from the OCTA grant. Funding in future renewal years, if accepted and approved by the
City Council, will be a combination of existing OCTA grant funding and Balboa Village
Parking revenues.
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Approval of a Service Agreement with Professional Parking Corporation for Transit
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April 11, 2017
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DISCUSSION:
Community Development and Public Works have worked closely to revitalize the Balboa
Village and to minimize parking impacts on the Balboa Peninsula. A trolley service on the
peninsula has been recommended throughout the years as a means to help visitors and
residents get around the peninsula. With the use of a parking facility located off the
peninsula, visitors could avoid having to hunt for parking, while residents could avoid
using their vehicles (and save their parking spots). In April 2015, the City took initial steps
toward creating a program by retaining a consultant to help develop the Balboa Peninsula
Shuttle/Trolley Feasibility Study.
With oversight and input from the Balboa Village Advisory Committee (BVAC) and local
stakeholders, the study looked at various factors, including ridership estimates, funding
sources, routes and traffic. The City also evaluated similar programs such as the Summer
Festival service in the City of Laguna Beach and the weekend shuttle service in the City
of Dana Point. Given the estimated cost of the project, the City sought outside grant
funding opportunities.
As regional bus service is being cutback (one OCTA route was eliminated on the
Peninsula), development of local transit services was envisioned by OCTA to be more
critical. OCTA developed Project V — "Community Based Transit Circulators" Program
which 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 began in November 2015, and the City submitted the Project following Council
approval in January 2016. OCTA awarded and approved a grant to the City with a 12%
City funding match in June 2016, and a Cooperative Agreement between OCTA and the
City was developed and approved in December 2016. The City is one of seventeen cities
awarded funding through the program, for a total of $27 million dedicated for local transit
service throughout the county.
The OCTA grant is an excellent opportunity for the City to implement a low cost trial to
"test the waters" for another transit service on the peninsula. Parking and summer
congestion is a reoccurring concern of Peninsula residents and businesses. A typical
transit system startup cost can be costly because of the upfront capital costs. For this
reason, the City chose to contract with an operator in a "lease" arrangement (instead of
purchasing the shuttles) and for a one-year trial period. A low cost and grant funded trial
transit operation, imitating the successful local transit programs underway in neighboring
beach cities like Laguna Beach and Dana Point seems to be very great opportunity for
the City.
Operator Selection
Community Development and Public Works issued a Request for Proposals (RFP) in
December 2016 for Trolley Operator services. The RFP was advertised on the City's
electronic bidding portal and multiple firms were informed of the advertisement. Following
advertisement and notification, seven (7) of the nine (9) prospective bidders downloaded
the RFP. However, only Professional Parking Corporation, of Signal Hill, CA, submitted
a bid by the February 6, 2017 due date.
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Approval of a Service Agreement with Professional Parking Corporation for Transit
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April 11, 2017
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Professional Parking Corporation is a local Southern California firm with over 50 years of
transportation experience. Its project team has managed over 25 various programs for
various entities, including, the University of California, Irvine, California State University,
Fullerton, and the trolley programs for Dana Point, Sam Clemente and San Juan
Capistrano. Rates and fees for the vehicles and operations are similar to other transit
industry costs and fees reviewed in Southern California.
Following review of the RFP submittal, staff, the City's consultant team and Professional
Parking Corporation entered into negotiations on final shuttle/trolley specifications,
pricing, and terms. Four Compressed Natural Gas (CNG) shuttles will be used during the
first year pilot program, each with a 28 -passenger capacity and provision to carry two
bicycles.
The proposal included costs for shuttles or trolleys. Trolley vehicles are generally more
expensive vehicles and are more difficult to secure, especially for a weekend only service
(supply/demand). To limit the financial commitment during the pilot period and since the
cost of a trolley program was higher than the allocated budget, shuttles were selected
during the negotiations. If year one is successful, the costs of trolleys could be detailed
for the City Council's consideration in future years.
The supply of shuttles and experienced drivers is limited in the marketplace, especially
considering the shuttles will be customized with Newport Beach graphics yet would only
to be used on weekends. Professional Parking Corporation has come up with a very
innovative and cost effective proposal to use high quality shuttles and experienced
drivers. Professional Parking Corporation operates services on other tourist destinations.
The program offers well-maintained, air-conditioned vehicles and experienced drivers
who understand the need to maintain a high level of customer service.
Program Details
Service would begin Saturday, June 17, 2017 and will run for twelve (12) weekends
ending on Sunday, September 3, 2017, the day before Labor Day. Service will also be
offered on July 4. Riders may park free at the Hoag Lower Parking Lot, board the trolley
free and stop at various stops along the Peninsula ending at Balboa Village. The shuttle
route and stops are shown in Figure 1. Shuttle stops will occur every 15 minutes and a
phone app will be available for riders to locate the shuttle along the route so they can plan
their pick-up. Service will be from 7:30 a.m. to 9:30 p.m. The early morning will
accommodate visitors taking the Catalina Flyer. The option to park free will be a great
incentive for those parking long term and increase parking availability in the Balboa
Village area.
Program monitoring will be critical to determine if modifications are needed to increase
efficiencies, as well as to evaluate the program's success. Based on their experience
with other city programs, the proposed operator has developed a system to effectively
monitor and make recommended changes, as needed. During the pilot program, the
operator and the City will count riders, gauge interest, and the overall sentiment/success
of the shuttle/trolley program. Those results will be presented to OCTA and to City Council
after the summer. In addition, if ridership thresholds are not met, OCTA will be in the
position to cancel funding for the remaining years of the grant.
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Approval of a Service Agreement with Professional Parking Corporation for Transit
Services for the Balboa Peninsula Shuttle/Trolley Project (17T13)
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Figure 1
Shuttle Route
Marketing
Community Development and Public Works staff, with the assistance of a consultant have
also prepared a marketing, messaging and signage plan to advertise the new shuttle
service. Two community surveys and public meetings with the BVAC helped in naming
the program the "Balboa Peninsula Trolley" and creating the brand reminiscent of the red
car used in the 20s. The brand will be applied throughout the system, including the shuttle
wrap (see Figure 2), shuttle stops and wayfinding signage. See Attachment B for details.
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Approval of a Service Agreement with Professional Parking Corporation for Transit
Services for the Balboa Peninsula Shuttle/Trolley Project (17T13)
April 11, 2017
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Figure 2
Onuttie uebKln
Creating community awareness and excitement for the program is critical to the program's
success. The marketing campaign will include various outreach methods prior to program
kick off, as well as during implementation. The City, with support from Visit Newport, will
be developing a video, installing street light banners, wayfinding signage, posters, and
webpage. The business community, including the local hotels, are tremendously
supportive of the shuttle program and will help to advertise the program.
ENVIRONMENTAL REVIEW:
Staff recommends the City Council find this action 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, because it has no
potential for resulting in physical change to the environment, directly or indirectly.
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).
ATTACHMENTS:
Attachment A — Service Agreement with Professional Parking for Transit Services
Attachment B — Proposed Branding
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ATTACHMENT A
SERVICE AGREEMENT
WITH PROFESSIONAL PARKING FOR
BALBOA PENINSULA TRANSIT SERVICES
THIS SERVICE AGREEMENT ("Agreement") is made and entered into as of this
11th day of April, 2017 ("Effective Date"), by and between the CITY OF NEWPORT
BEACH, a California municipal corporation and charter city ("City"), and PROFESSIONAL
PARKING, a California corporation ("Contractor"), whose address is 2301 Stanley
Avenue, Signal Hill, CA 90755, and is made with reference to the following:
RECITALS
A. City is a municipal corporation duly organized and validly existing under the laws
of the State of California with the power to carry on its business as it is now being
conducted under the statutes of the State of California and the Charter of City.
B. City desires to engage Contractor to provide transit services for the Balboa
Peninsula area as part of the Balboa Peninsula Trolley Program ("Project",
"Services", or "Work").
C. On January 25, 2017 City entered into a Cooperative Agreement with the Orange
County Transportation Authority to define their respective roles and responsibilities
for the Balboa Peninsula Trolley Service attached hereto and incorporated herein
as Exhibit uA".
D. Contractor possesses the skill, experience, ability, background, certification and
knowledge to provide the Services described in this Agreement.
E. City has solicited and received a proposal from Contractor, has reviewed the
previous experience and evaluated the expertise of Contractor, and desires to
retain Contractor to render the Services under the terms and conditions set forth
in this Agreement.
NOW, THEREFORE, it is mutually agreed by and between the undersigned parties
as follows:
1. TERM
The term of this Agreement shall commence on April 11, 2017 ("Effective Date"),
and shall terminate on April 11, 2018 ("Original Term"), unless terminated earlier as set
forth herein. The Original Term shall be for one (1) year with the City's option to renew
the Agreement for six (6) additional one (1) year terms ("Renewal Term") unless
terminated earlier as set forth herein. In any event, the term of this Agreement, including
the Original Term and any Renewal Term(s) shall not extend beyond December 31, 2023
without a written amendment to this Agreement.
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2. SERVICES TO BE PERFORMED
2.1 Services. Contractor shall diligently perform all the Services described in
the Scope of Services attached hereto as Exhibit B and incorporated herein by reference.
City may elect to delete certain Services within the Scope of Services at its sole discretion.
2.2 Special Provisions. Contractor shall strictly adhere to the supplemental
provisions described in the Special Provisions attached hereto as Exhibit C and
incorporated herein by reference. City may elect to modify certain provisions within the
Special Provisions at its sole discretion.
3. TIME OF PERFORMANCE
3.1 Time is of the essence in the performance of Services under this Agreement
and Contractor shall perform the Services in accordance with the schedule included in
Exhibit B. In the absence of a specific schedule, the Services shall be performed to
completion in a diligent and timely manner. The failure by Contractor to strictly adhere to
the schedule set forth in Exhibit B, if any, or perform the Services in a diligent and timely
manner may result in termination of this Agreement by City.
3.2 Notwithstanding the foregoing, Contractor shall not be responsible for
delays due to causes beyond Contractor's reasonable control. However, in the case of
any such delay in the Services to be provided for the Project, each party hereby agrees
to provide notice within two (2) calendar days of the occurrence causing the delay to the
other party so that all delays can be addressed.
3.3 Contractor shall submit all requests for extensions of time for performance
in writing to the Project Administrator as defined herein not later than ten (10) calendar
days after the start of the condition that purportedly causes a delay. The Project
Administrator shall review all such requests and may grant reasonable time extensions
for unforeseeable delays that are beyond Contractor's control.
3.4 For all time periods not specifically set forth herein, Contractor shall respond
in the most expedient and appropriate manner under the circumstances, by hand -delivery
or mail.
4. COMPENSATION TO CONTRACTOR
4.1 City shall pay Contractor for the Services on a time and expense not -to -
exceed basis in accordance with the provisions of this Section and the Program Fee
Schedule attached hereto as Exhibit D and incorporated herein by reference.
Contractor's compensation for all Work performed in accordance with this Agreement,
including all reimbursable items and subconsultant fees, shall not exceed One Hundred
Sixteen Thousand Nine Hundred Ten Dollars and 00/100 ($116,910.00) for the
Original Term, without prior written amendment to the Agreement. At City's discretion
and in accordance with Section 1 of this Agreement, following the Original Term, this
Agreement may be extended for the second (2nd), third (3rd), fourth (4th), fifth (5th), sixth
(6th) and seventh (7th) years according to Exhibit D. Contractor's compensation for all
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Work performed in accordance with this Agreement, including any term extensions and
all reimbursable items, shall not exceed Eight Hundred Ninety Five Thousand Eight
Hundred Eighteen Dollars and 00/100 ($895,818.00).
4.2 Contractor shall submit monthly invoices to City describing the Work
performed the preceding month. Contractor's bills shall include the name of the person
who performed the Work, a brief description of the Services performed and/or the specific
task in the Scope of Services to which it relates, the date the Services were performed,
the number of hours spent on all Work billed on an hourly basis, and a description of any
reimbursable expenditures. City shall pay Contractor no later than thirty (30) calendar
days after approval of the monthly invoice by City staff.
4.3 City shall reimburse Contractor only for those costs or expenses specifically
identified in the exhibits to this Agreement or specifically approved in writing in advance
by City.
4.4 Contractor shall not receive any compensation for Extra Work performed
without the prior written authorization of City. As used herein, "Extra Work" means any
Work that is determined by City to be necessary for the proper completion of the Project,
but which is not included within the Scope of Services and which the parties did not
reasonably anticipate would be necessary at the execution of this Agreement.
Compensation for any authorized Extra Work shall be paid in accordance with the
Program Fee Schedule as set forth in Exhibit D.
5. PROJECT MANAGER
5.1 Contractor shall designate and provide a full-time Project Manager, who
shall provide overall management and supervision of operations and shall coordinate all
phases of the Project. This Project Manager shall be available to City at all reasonable
times during the Agreement term. Contractor's Project Manager shall have a minimum
of five (5) years of experience in public transportation operations including at least three
(3) years' supervisory experience. A bachelor's degree in a related field from a four (4)
year college may substitute for two (2) years of transportation experience and one (1)
year of supervisory experience.
5.2 The Project Manager must have completed the Transit and Paratransit
Management Certificate Program sponsored by the California Association for
Coordinated Transportation (CalACT), Caltrans, Access Services, and which is currently
offered through Pepperdine University, or a similar certification or degree program.
Alternatively, the General Manager may enroll in such program and complete the
certificate requirements within 18 months following approval by the City of the General
Manager candidate. Contractor shall pay the cost of participation in the certificate
program, or approved alternative.
5.3 Contractor has designated Ralph L. Caldin to be its Project Manager.
Contractor shall not remove or reassign the Project Manager or any personnel listed in
Exhibit B or assign any new or replacement personnel to the Project without the prior
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written consent of City. City's approval shall not be unreasonably withheld with respect
to the removal or assignment of non -key personnel.
5.4 Contractor, at the sole discretion of City, shall remove from the Project any
of its personnel assigned to the performance of Services upon written request of City.
Contractor warrants that it will continuously furnish the necessary personnel to complete
the Project on a timely basis as contemplated by this Agreement.
5.5 Contractor shall schedule the hours for management so that at least one
key personnel or designated lead supervisor is on-site during all hours of revenue
operation. The Project Manager's cellular phone number shall be provided to City.
5.6 Contractor shall respond to comments from City, its passengers and the
general public, and respond to specific requests for other assistance as the needed
arises.
6. ADMINISTRATION
This Agreement will be administered by the Public Works Department. City's
Public Works Director or designee shall be the Project Administrator and shall have the
authority to act for City under this Agreement. The Project Administrator shall represent
City in all matters pertaining to the Services to be rendered pursuant to this Agreement.
7. CITY'S RESPONSIBILITIES
To assist Contractor in the execution of its responsibilities under this Agreement,
City agrees to provide access to and upon request of Contractor, one copy of all existing
relevant information on file at City. City will provide all such materials in a timely manner
so as not to cause delays in Contractor's Work schedule.
8. STANDARD OF CARE
8.1 All of the Services shall be performed by Contractor or under Contractor's
supervision. Contractor represents that it possesses the professional and technical
personnel required to perform the Services required by this Agreement, and that it•will
perform all Services in a manner commensurate with community professional standards
and with the ordinary degree of skill and care that would be used by other reasonably
competent practitioners of the same discipline under similar circumstances. All Services
shall be performed by qualified and experienced personnel who are not employed by City.
By delivery of completed Work, Contractor certifies that the Work conforms to the
requirements of this Agreement, all applicable federal, state and local laws, and legally
recognized professional standards.
8.2 Contractor represents and warrants to City that it has, shall obtain, and shall
keep in full force and effect during the term hereof, at its sole cost and expense, all
licenses, permits, qualifications, insurance and approvals of whatsoever nature that is
legally required of Contractor to practice its profession. Contractor shall maintain a City
of Newport Beach business license during the term of this Agreement.
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8.3 Contractor shall not be responsible for delay, nor shall Contractor be
responsible for damages or be in default or deemed to be in default by reason of strikes,
lockouts, accidents, acts of God, or the failure of City to furnish timely information or to
approve or disapprove Contractor's Work promptly, or delay or faulty performance by City,
contractors, or governmental agencies.
9. HOLD HARMLESS
9.1 To the fullest extent permitted by law, Contractor shall indemnify, defend
and hold harmless City, its City Council, boards and commissions, officers, agents,
volunteers, employees and any person or entity owning or otherwise in legal control of
the property upon which Contractor performs the Project and/or Services contemplated
by this Agreement (collectively, the "Indemnified Parties") from and against any and all
claims (including, without limitation, claims for bodily injury, death or damage to property),
demands, obligations, damages, actions, causes of action, suits, losses, judgments,
fines, penalties, liabilities, costs and expenses (including, without limitation, attorneys'
fees, disbursements and court costs) of every kind and nature whatsoever (individually,
a Claim; collectively, "Claims"), which may arise from or in any manner relate (directly or
indirectly) to any breach of the terms and conditions of this Agreement, any Work
performed or Services provided under this Agreement including, without limitation,
defects in workmanship or materials or.Contractor's presence or activities conducted on
the Project (including the negligent, reckless, and/or willful acts, errors and/or omissions
of Contractor, its principals, officers, agents, employees, vendors, suppliers, consultants,
subcontractors, anyone employed directly or indirectly by any of them or for whose acts
they may be liable, or any or all of them).
9.2 Notwithstanding the foregoing, nothing herein shall be construed to require
Contractor to indemnify the Indemnified Parties from any Claim arising from the sole
negligence or willful misconduct of the Indemnified Parties. Nothing in this indemnity shall
be construed as authorizing any award of attorneys' fees in any action on or to enforce
the terms of this Agreement. This in shall apply to all claims and liability
regardless of whether any insurance policies are applicable. The policy limits do not act
as a limitation upon the amount of indemnification to be provided by Contractor.
10. INDEPENDENT CONTRACTOR
It is understood that City retains Contractor on an independent contractor basis
and Contractor is not an agent or employee of City. The manner and means of conducting
the Work are under the control of Contractor, except to the extent they are limited by
statute, rule or regulation and the expressed terms of this Agreement. No civil service
status or other right of employment shall accrue to. Contractor or its employees. Nothing
in this Agreement shall be deemed to constitute approval for Contractor or any of
Contractor's employees or agents, to be the agents or employees of City. Contractor
shall have the responsibility for and control over the means of performing the Work,
provided that Contractor is in compliance with the terms of this Agreement. Anything in
this Agreement that may appear to give City the right to direct Contractor as to the details
of the performance of the Work or to exercise a measure of control over Contractor shall
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mean only that Contractor shall follow the desires of City with respect to the results of the
Services.
11. COOPERATION
Contractor agrees to work closely and cooperate fully with City's designated
Project Administrator and any other agencies that may have jurisdiction or interest in the
Work to be performed. City agrees to cooperate with the Contractor on the Project.
12. CITY POLICY
Contractor shall discuss and review all matters relating to policy and Project
direction with City's Project Administrator in advance of all critical decision points in order
to ensure the Project proceeds in a manner consistent with City goals and policies.
13. PROGRESS
Contractor is responsible for keeping the Project Administrator informed on a
regular basis regarding the status and progress of the Project, activities performed and
planned, and any meetings that have been scheduled or are desired.
14. INSURANCE
Without limiting Contractor's indemnification of City, and prior to commencement
of Work, Contractor shall obtain, provide and maintain at its own expense during the term
of this Agreement or for other periods as specified in this Agreement, policies of insurance
of the type, amounts, terms and conditions described in the Insurance Requirements
attached hereto as Exhibit I, and incorporated herein by reference.
15. PROHIBITION AGAINST ASSIGNMENTS AND TRANSFERS
Except as specifically authorized under this Agreement, the Services to be
provided under this Agreement shall not be assigned, transferred contracted or
subcontracted out without the prior written approval of City. Any of the following shall be
construed as an assignment: The sale, assignment, transfer or other disposition of any
of the issued and outstanding capital stock of Contractor, or of the interest of any general
partner or joint venturer or syndicate member or cotenant if Contractor is a partnership or
joint -venture or syndicate or co -tenancy, which shall result in changing the control of
Contractor. Control means fifty percent (50%) or more of the voting power or twenty-five
percent (25%) or more of the assets of the corporation, partnership or joint -venture.
16. SUBCONTRACTING
The subcontractors authorized by City, if any, to perform Work on this Project are
identified in Exhibit B. Contractor shall be fully responsible to City for all acts and
omissions of any subcontractor. Nothing in this Agreement shall create any contractual
relationship between City and any subcontractor nor shall it create any obligation on the
part of City to pay or to see to the payment of any monies due to any such subcontractor
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other than as otherwise required by law. City is an intended beneficiary of any Work
performed by the subcontractor for purposes of establishing a duty of care between the
subcontractor and City. Except as specifically authorized herein, the Services to be
provided under this Agreement shall not be otherwise assigned, transferred, contracted
or subcontracted out without the prior written approval of City.
17. OWNERSHIP OF DOCUMENTS
17.1 Each and every report, draft, map, record, plan, document and other writing
produced, including but not limited to, websites, blogs, social media accounts and
applications (hereinafter "Documents"), prepared or caused to be prepared by Contractor,
its officers, employees, agents and subcontractors, in the course of implementing this
Agreement, shall become the exclusive property of City, and City shall have the sole right
to use such materials in its discretion without further compensation to Contractor or any
other party. Additionally, all material posted in cyberspace by Contractor, its officers,
employees, agents and subcontractors, in the course of implementing this Agreement,
shall become the exclusive property of City, and City shall have the sole right to use such
materials in its discretion without further compensation to Contractor or any other party.
Contractor shall, at Contractor's expense, provide such Documents, including all logins
and password information to City upon prior written request.
17.2 Documents, including drawings and specifications, prepared by Contractor
pursuant to this Agreement are not intended or represented to be suitable for reuse by
City or others on any other project. Any use of completed Documents for other projects
and any use of incomplete Documents without specific written authorization from
Contractor will be at City's sole risk and without liability to Contractor. Further, any and
all liability arising out of changes made to Contractor's deliverables under this Agreement
by City or persons other than Contractor is waived against Contractor, and City assumes
full responsibility for such changes unless City has given Contractor prior notice and has
received from Contractor written consent for such changes.
17.3 All written documents shall be transmitted to City in formats compatible with
Microsoft Office and/or viewable with Adobe Acrobat.
18. CONFIDENTIALITY
All Documents, including drafts, preliminary drawings or plans, notes and
communications that result from the Services in this Agreement, shall be kept confidential
unless City expressly authorizes in writing the release of information.
19. INTELLECTUAL PROPERTY INDEMNITY
Contractor shall defend and indemnify City, its agents, officers, representatives
and employees against any and all liability, including costs, for infringement or alleged
infringement of any United States' letters patent, trademark, or copyright, including costs,
contained in Contractor's Documents provided under this Agreement.
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20. RECORDS
Contractor shall keep records and invoices in connection with the Services to be
performed under this Agreement. Contractor shall maintain complete and accurate
records with respect to the costs incurred under this Agreement and any Services,
expenditures and disbursements charged to City, for a minimum period of three (3) years,
or for any longer period required by law, from the date of final payment to Contractor
under this Agreement. All such records and invoices shall be clearly identifiable.
Contractor shall allow a representative of City to examine, audit and make transcripts or
copies of such records and invoices during regular business hours. Contractor shall allow
inspection of all Work, data, Documents, proceedings and activities related to the
Agreement for a period of three (3) years from the date of final payment to Contractor
under this Agreement.
21. WITHHOLDINGS
City may withhold payment to Contractor of any disputed sums until satisfaction of
the dispute with respect to such payment. Such withholding shall not be deemed to
constitute a failure to pay according to the terms of this Agreement. Contractor shall not
discontinue Work as a result of such withholding. Contractor shall have an immediate
right to appeal to the City Manager or designee with respect to such disputed sums.
Contractor shall be entitled to receive interest on any withheld sums at the rate of return
that City earned on its investments during the time period, from the date of withholding of
any amounts found to have been improperly withheld.
22. ERRORS AND OMISSIONS
In the event of errors or omissions that are due to the negligence or professional
inexperience of Contractor which result in expense to City greater than what would have
resulted if there were not errors or omissions in the Work accomplished by Contractor,
the additional design, construction and/or restoration expense shall be borne by
Contractor. Nothing in this Section is intended to limit City's rights under the law or any
other sections of this Agreement.
23. CITY'S RIGHT TO EMPLOY OTHER CONTRACTORS
City reserves the right to employ other Contractors in connection with the Project.
24. CONFLICTS OF INTEREST
24.1 Contractor or its employees may be subject to the provisions of the
California Political Reform Act of 1974 (the "Act"), which (1) requires such persons to
disclose any financial interest that may foreseeably be materially affected by the Work
performed under this Agreement, and (2) prohibits such persons from making, or
participating in making, decisions that will foreseeably financially affect such interest.
24.2 If subject to the Act, Contractor shall conform to all requirements of the Act.
Failure to do so constitutes a material breach and is grounds for immediate termination
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of this Agreement by City. Contractor shall indemnify and hold harmless City for any and
all claims for damages resulting from Contractor's violation of this Section_
25. NOTICES
25.1 All notices, demands, requests or approvals, including any change in
mailing address, to be given under the terms of this Agreement shall be given in writing,
and conclusively shall be deemed served when delivered personally, or on the third
business day after the deposit thereof in the United States mail, postage prepaid, first-
class mail, addressed as hereinafter provided.
25.2 All notices, demands, requests or approvals from Contractor to City shall be
addressed to City at:
Attn: David A. Webb, Public Works Director
Public Works Department
City of Newport Beach
100 Civic Center Drive
PO Box 1768
Newport Beach, CA 92658
25.3 All notices, demands, requests or approvals from City to Contractor shall be
addressed to Contractor at:
Attn: Ralph L. Caldin
Professional Parking
2301 Stanley Avenue
Signal Hill, CA 90755
26. CLAIMS
Unless a shorter time is specified elsewhere in this Agreement, before making its
final request for payment under this Agreement, Contractor shall submit to City, in writing,
all claims for compensation under or arising out of this Agreement. Contractor's
acceptance of the final payment shall constitute a waiver of all claims for compensation
under or arising out of this Agreement except those previously made in writing and
identified by Contractor in writing as unsettled at the time of its final request for payment.
Contractor and City expressly agree that in addition to any claims filing requirements set
forth in the Agreement, Contractor shall be required to file any claim Contractor may have
against City in strict conformance with the Government Claims Act (Government Code
sections 900 et seq.).
27. TERMINATION
27.1 In the event that either party fails or refuses to perform any of the provisions
of this Agreement at the time and in the manner required, that party shall be deemed in
default in the performance of this Agreement. If such default is not cured within a period
of two (2) calendar days, or if more than two (2) calendar days are reasonably required
Professional Parking Page 9
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to cure the default and the defaulting party fails to give adequate assurance of due
performance within two (2) calendar days after receipt of written notice of default,
specifying the nature of such default and the steps necessary to cure such default, and
thereafter diligently take steps to cure the default, the non -defaulting party may terminate
the Agreement forthwith by giving to the defaulting party written notice thereof.
27.2 Notwithstanding the above provisions, City shall have the right, at its sole
and absolute discretion and without cause, of terminating this Agreement at any time by
giving no less than seven (7) calendar days' prior written notice to Contractor. In the
event of termination under this Section, City shall pay Contractor for Services
satisfactorily performed and costs incurred up to the effective date of termination for which
Contractor has not been previously paid. On the effective date of termination, Contractor
shall deliver to City all reports, Documents and other information developed or
accumulated in the performance of this Agreement, whether in draft or final form.
28. STANDARD PROVISIONS
28.1 Recitals. City and Contractor acknowledge that the above Recitals are true
and correct and are hereby incorporated by reference into this Agreement.
28.2 Compliance with all Laws. Contractor shall, at its own cost and expense,
comply with all statutes, ordinances, regulations and requirements of all governmental
entities, including federal, state, county or municipal, whether now in force or hereinafter
enacted. In addition, all Work prepared by Contractor shall conform to applicable City,
county, state and federal laws, rules, regulations and permit requirements and be subject
to approval of the Project Administrator and City.
28.3 Waiver. A waiver by either party of any breach, of any term, covenant or
condition contained herein shall not be deemed to be a waiver of any subsequent breach
of the same or any other term, covenant or condition contained herein, whether of the
same or a different character.
28.4 Integrated Contract. This Agreement represents the full and complete
understanding of every kind or nature whatsoever between the parties hereto, and all
preliminary negotiations and agreements of whatsoever kind or nature are merged herein.
No verbal agreement or implied covenant shall be held to vary the provisions herein.
28.5 Conflicts or Inconsistencies. In the event there are any conflicts or
inconsistencies between this Agreement and the Scope of Services or any other
attachments attached hereto, the terms of this Agreement shall govern.
28.6 Interpretation. The terms of this Agreement shall be construed in
accordance with the meaning of the language used and shall not be construed for or
against either party by reason of the authorship of the Agreement or any other rule of
construction which might otherwise apply.
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28.7 Amendments. This Agreement may be modified or amended only by a
written document executed by both Contractor and City and approved as to form by the
City Attorney.
28.8 Severability. If any term or portion of this Agreement is held to be invalid,
illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining
provisions of this Agreement shall continue in full force and effect.
28.9 Controlling Law and Venue. The laws of the State of California shall govern
this Agreement and all matters relating to it and any action brought relating to this
Agreement shall be adjudicated in a court of competent jurisdiction in the County of
Orange, State of California.
28.10 Equal Opportunity Employment. Contractor represents that it is an equal
opportunity employer and it shall not discriminate against any subcontractor, employee
or applicant for employment because race, religious creed, color, national origin,
ancestry, physical handicap, medical condition, marital status, sex, sexual orientation,
age or any other impermissible basis under law.
28.11 No Attorneys' Fees. In the event of any dispute or legal action arising under
this Agreement, the prevailing party shall not be entitled to attorneys' fees.
28.12 Counterparts. This Agreement may be executed in two (2) or more
counterparts, each of which shall be deemed an original and all of which together shall
constitute one (1) and the same instrument.
[SIGNATURES ON NEXT PAGE]
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IN WITNESS WHEREOF, the parties have caused this Agreement to be executed
on the dates written below.
APPROVED AS TO FORM: CITY OF NEWPORT BEACH,
CITY ATT07Y', OFFICE a California municipal corporation
Date: Date:
By: 2 (44) By:
Aaron C. Warp Kevin Muldoon
City Attorney Mayor
ATTEST. CONTRACTOR: Professional Parking, a
Date- California corporation
Date:
By:
Leilani 1. Brown
City Clerk
By:
Ralph L. Caldin
President/Secretary
[END OF SIGNATURES]
Attachments., Exhibit A — Orange County Transportation Authority Cooperative
Agreement
Exhibit B — Scope of Services
Exhibit C — Special Provisions
Exhibit D — Program Fee Schedule
Exhibit E — Route Map, Stops, and Draft Schedules
Exhibit F — Insurance Requirements
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EXHIBIT A
ORANGE COUNTY TRANSPORTATION AUTHORITY
COOPERATIVE AGREEMENT
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COOPERATIVE AGREEMENT NO. C-6-1480
BETWEEN
ORANGE COUNTY TRANSPORTATION AUTHORITY
AND
CITY OF NEWPORT BEACH
FOR
PROJECT V COMMUNITY- BASED TRANSIT/CIRCULATORS
THIS AGREEMENT, is effective this Z5 day of �/i�,� _,,_.ti„✓ 2017by and between
the Orange County Transportation Authority, 600 South Main Street, Orange, California 92863-1584, a
public corporation of the State of California (hereinafter referred to as "AUTHORITY" or'OCTA"), and the
City of Newport Beach, 100 Civic Center Drive, Newport Beach, California 92660, a municipal corporation
and charter city (hereinafter referred to as'CITY") (mutually referred to hereinafter as "PARTIES" or each
individually known as "PARTY").
RECITALS:
WHEREAS, AUTHORITY and CITY desire to enter into a Cooperative Agreement to define the
roles and responsibilities related to funding between AUTHORITY and CITY for the operating subsidy
funds for the Balboa Peninsula Trolley service (hereinafter referred to as "PROJECT") as further defined
by in the project description section of the application for Measure M2, Project V Call for Projects,
received by OCTA on February 29, 2016; and
WHEREAS, AUTHORITY's Board of Directors (hereinafter referred to as "BOARD") approved
the Renewed Measure M2 Eligibility Guidelines Local Agency Preparation Manual on January 25, 2010
and subsequent amendments, most recently on April 11, 2016; and
WHEREAS, the AUTHORITIE'S BOARD approved the Comprehensive Transportation Funding
Programs (CTFP) Guidelines on March 22, 2010; and
WHEREAS, the BOARD approved the revised Project V - Community based Transit Circulator
Program Guidelines on November 23, 2015; and
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COOPERATIVE AGREEMENT NO. G-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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.
AGREEMENT NO. C-6-1480
1 WHEREAS, this Cooperative Agreement defines the specific terms, conditions, roles and funding
2 responsibilities between AUTHORITY and CITY for PROJECT(s); and
3 WHEREAS, the AUTHORITY's BOARD approved this PROJECT on June 13, 2016; and
4 WHEREAS, CITY's Council approved this Cooperative Agreement on this —17 t day of
i
5 201 (;
6 NOW, THEREFORE, it is mutually understood and agreed by AUTHORITY and CITY as follows:
7 ARTICLE 1. COMPLETE AGREEMENT
8 A. This Cooperative Agreement, including any attachments incorporated herein and made
9 applicable by reference, constitutes the complete and exclusive statement of the term(s) and
10 condition(s) of this Cooperative Agreement between PARTIES and it supersedes all prior
11 representations, understandings, and communications. The invalidity in whole or in part of any term
12 or condition of this Cooperative Agreement shall not affect the validity of other term(s) or condition(s)
13 of this Cooperative Agreement. The above referenced Recitals are true and correct and are
14 incorporated by reference herein.
15 B. AUTHORITY's failure to insist on any instance(s) of CITY's performance of any term(s)
16 or condition(s) of this Cooperative Agreement shall not be construed as a waiver or relinquishment of
17 AUTHORITY's right to such performance or to future performance of such term(s) or condition(s), and
18 CITY's obligation in respect thereto shall continue in full force and effect. Changes to any portion of
19 this Cooperative Agreement shall not be binding upon AUTHORITY except when specifically
20 confirmed in writing by an authorized representative of AUTHORITY by way of a written amendment
21 to this Cooperative Agreement and issued in accordance with the provisions of this Cooperative
22 Agreement.
23 C. CITY's failure to insist on any instance(s) of AUTHORITY's performance of any term(s)
24 or condition(s) of this Cooperative Agreement shall not be construed as a waiver or relinquishment of
25 CITY's right to such performance or to future performance of such term(s) or condition(s), and
26 AUTHORITY's obligation in respect thereto shall continue in full force and effect. Changes to any
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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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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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term.
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
I 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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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
I 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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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,
orfrom 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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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 Maieure: 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. Governing 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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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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This Agreement shall be made effective upon execution by both PARTIES.
IN WITNESS WHEREOF, the PARTIES hereto have caused this Cooperative Agreement
No. C-6-1480 to be executed on the date first above written.
CITY OF NEWPORT BEACH ORANGE COUNTY TRANSPORTATION
1
By:
Diane B. Dixon '
Mayor
PoR �
�r
ATTEST:13
akcrFoBy:
Leilani I. Brown
City Clerk
APPROVED AS TO FORM:
Aaron C. Harpl�l
City Attomey
Dated: W Z Ci 11C/
to
Darrell Stinson
Chief Executive Officer
APPROVED AS TO FORM
By:
James Donich
General Counsel
APPROVAL RECOMMENDED:
Kia Mortazavi
Executive Director, Planning
Dated: /— '�2 q ~ / 7
Page 12 of 12
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Exhibit A
Community -Based Transit/Circulators Project Application
19-31
Project's - Community -Based Transit/Circulators
CITY OF NEWPORT BEACH
Balboa Village Shuttle Program
Submitted to:
Sam Kaur, Section Manager, Local Programs
Orange County Transportation Authority
600 S. Main Street, 2"d 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, 2016
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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
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my
WAW Orange County
Transportation Authority
OCTA
PROJECT V
Community -Based Transit/Circulators Project Application
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:
Bwisneski@newoortbeachca.00v
III. 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
YESINO
A.
Applicant eligible to receive M2 funding?
p 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?
p Y ❑ N
C.
Supplement rather than supplant existing transit services?
p Y ❑ N
D.
Projects meet ADA requirements?
p Y ❑ N
E.
Financial plan for ongoing operations & maintenance?
p Y ❑ N
F.
Project approved by City Council and partner jurisdictions?
p Y ❑ N
G.
Local funding meets minimum 10% match requirement?
p Y ❑ N
I.
Appiicant agrees to adhere to applicable FTA requirements?
p Y ❑ N
V. COST EFFECTIVENESS
Dperating Cost per Boarding Opening Year: $ 5.80
4nnualized Operating & Capital Cost per Passenger: $ 12.03
VI. PROJECT READINESS
Opening Year. I By 2017 1 Phase Ready: Planning and Environmental Complete
VII. COMMUNITY
CONNECTIONS
Activity Centers
Served:
Retail Center(s)
Major Employmnet Center(s)
Connections to Existing Service
II. FUNDING SUMMARY
Total Project Cost: $ 772,510.00
Capital Funding: $ 490,192.00
Dperating Reserve: $ 282,318.00
Applicant Match Rate: capital 12%
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: IHoag Hospital
APPLICATION CHECKLIST (guidelines)
p Complete Application
[] Operating Incentive (4.0)
21 Commitment to 10 b/rvh
E] Agree to collect 0 & M data quarter)
p Meets Minimum Eligibility (6.0)
p Funding Plan (8.0)
El O&M/Capital Financials
E] Funding Needs
p Match Funding Availability
p Funding Assurances
p Partnership Arrangements
p Project Development Schedule
0 0&M Facility Management
p Service Coordination Plan
[) Financials (9.1)
C� Council Resolution (9.3.1)
p Lease/Cost Agreements (9.3.2)
p Project Documentation (9.3.3)
p Operations Plan (9.3.4)
O Route Map w/ existing transit service
(a Draft Time Table
p Headways
p Stop Location Listing
Q Summary of Vehicle Types
P] Speed Profile
p Fleet Size
Updated 11/19/2015
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Application PROJE T Y
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
VIV. TRANSIT USAGE
Projected Average Daily Boardings 1st Year:
(total annual boardings/annual operating days) 437
X. LOCAL REGIONAL BENEFITS (OPENING YEAR)
Planned Employment Densities per Sq. Mile: 12,170
Planned Population Densities per Sq. Mile: 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 cert/fy that the information provided herein this form is accurate and
consistent with accompanying documentation. I further certify that the above
bn and that awarded funds will
42-%5hb
Dat
AGENCY
City of Newport Beach
XIII. ADDITIONAL COMMENTS
The proposed service will operate on 10
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./19/2015
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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.
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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 Begins!I
Operations Plan
The detailed Operations Plan is provided at Attachment 5. The following is a summary of the
operation.
Y 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.
C 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.
e 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).
a 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
Seventeen of the steps are current OCTA steps that would only require a new sign during the
summer for the trolley. Three steps would be new; these are italicized in Table 1.. OCTA Line
71 operates northbound on Balboa instead of Newport between 23ra and 32"'1 Streets. If the
shuttle followed this route, existing steps could be used at 23d and 28t1' Streets.
Table 1
Proposed Stops
Soy iil- Bund Stops
Northbound Stops
Haag Loser- bot _
I lospltal & F oag EB l:Salbc-a
Oceanfront — balm
& Coronado....
Newport &Short
C Newport & 28t'
Balboa & Q'h
Balboa & 12'h
Newport & 2V
Balboa & 16M
Balboa & 19`t'
Balboa & 20t"
Balboa & 15t1'
Newport & 2e
Balboa & '11tH
Newport & 28!"
Balboa & 8"'..
........ .�...�...
Balb &Coronad. _ o
Newport & Finley
,.
Hospital & Hoag UVB
0ceansront -- Palm
Hoag Lower Lot
Notes: Stops in italics are now stops.
99-38
Ridership Estimate
Ridership estimates are based upon summer 2015 ridership to date in Dana Point and San
Juan Capistrano (excluding special events and the 4w of July weekend) and adjusted ridership
in Laguna Beach during its first year of free service in 2002. For the purposes of this estimate, a
Balboa Peninsula trolley/shuttle could achieve a productivity (measured as boardings 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 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 43.3 revenue hours, the resulting daily ridership
estimate is 437.
Funding Plan
The relationship between the City and operator will be important to ensure a high quality of
service while minimizing costs.
Operating Costs
Operating costs include the costs incurred by the contractor to operate the shuttles and
marketing costs. The total vehicle cost is expected to total $100 per revenue hour. Based on
discussions with the Professional Parking, the contractor for the Dana Point Trolley, operation
costs for the driver of the trolley equals $31/hour. Therefore, for the purpose of this application,
it is assumed operation costs would be $31/hour and capital costs would be $69/hour.
• Estimated daily revenue hours are 43.3, or 909.3 annual revenue hours.
• Operating cost is based on a unit cost of $31 per revenue hour. Four vehicles are
required to operate the service, and a fifth vehicle would be in reserve.
• Marketing is estimated to be $25,000 in the first year and $10,000 in later years,
consistent with the Project V Guidelines.
• Operating costs per boarding in the first year would be $5.79.
Table 2
Oneratina Costs
Days of
Op re ation
Daily
Annual
Revenue
Riders
Revenue
Riders
Operating
Cost
Hours
Hours
$31/11our
10 Saturdays
10 Sundays
43.3
437
909.3
9,177
$28,188
4'h of Jul
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Capital Costs
Capital costs include the contracted shuttle service (includes vehicle and maintenance), signage
and marketing. Capital costs annualized over a seven year period would be $12.16 per
boarding.
• Shuttle — As stated above, based on discussions with the operator of the Dana Point Trolley,
capital costs may be assumed to be $69/revenue hour.
• 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
new. Estimated cost for a new bus stop was listed as $8,000 in the original Project V cost
estimates, and new signs at existing stops are estimated at $1,000. The one-time capital
cost would be: 3 * $8,000 + 17* $1,000 = $41,000 for bus stops. In addition, effective
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
Capital Costs
Capital Expense' .
Annual Cost
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 4 summarizes 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 to collect parking fee revenues from the area for enhancing
or supplementing services in the area. Approximately $350,000 is collected annually for the
Area Benefit Fund, which is more than adequate for the City's contribution, as well as
unanticipated project costs.
While not part 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 on their campus which offers 225 parking spaces. This public-private partnership is
a tremendous benefit to the project.
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Table 4
Costs and Cost Solit
Cost Elam: ant :
Total
OCTA
Share .
Match Funding Capital
City Share . ;
Notes
Level of Commitments from Non -applicant
FIRST YEAR COSTS
5
Operating Costs
$28,188
$25,369
$2,819
$9 per /boarding 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
$18,968
11.3% City Match
10
YEAR 2+ COSTS
4
4
Operating Costs
$28,188
$25,369
$2,819
$9 per /boarding or 90%
of operating costs OCTA,
whichever is less
Marketing Costs
$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
TOTAL PROJECT COSTS.
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 criteria, the City's
application may be scored as presented in Table 5.
Table 5
Aoolication Scorina
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, facility, no RNV needed)
10
10
Connections
10
8
# of Fxed-Route Bus/Rail Connections within '/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
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Attachment 1
Balboa Peninsula Shuttle Trolley Feasibility Study
,2
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Newport Beach
Balboa
l'rI > boiFi f #) t 3 P 3 id Ff 1. 1 T Y i iF { :f
3
Feasibility Study g } n1G J
Final Report
Prepared for the City of Newport Beach by
Dari Boyle & Associates, Inc.
October 8, 2015
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1. 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;
m 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 171' 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 cant' 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 car to 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.
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Balboa Peninsula Shuttle/Trolley Feasibility Study
4. Offsite Parking Locations and Route Options
Final Report
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:
9 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.
o 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
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Belboo Peninsula Shufticr7rolloy f=easibility Ludy
Figure 4
Rnel Report
Table 1 summarizes advantages and disadvantages of each of the six locations in terms of the
criteria defined above. Approximate number of spaces and current cast are also included in the
table.
Dan Boyle & Assodates, Inc. Page 5
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Balboa Peninsula Shuttle/Trolley Feasibility Study
Table 1
Evaluation of Offsite Parking Locations
Final Report
Location C (Hoag Hospital) is very visible from Newport Boulevard, is accessible with only one
turn from Newport, and has a parking structure. There is a well-defined path in and out of this
location and a potential stop location adjacent to the parking structure. Some turns would be tight
for a larger vehicle. Fieldwork indicated that traffic on the hospital grounds is light on a summer
Saturday. The major disadvantage is that it is unlikely that Hoag Hospital would grant approval
for access to this site, according to hospital personnel.
Location B (Hoag Health Center at 500 Superior Avenue) is not visible from Newport Boulevard
and requires a right and then a left turn to access this location. There are two parking structures,
wither small cafe in between them, and the Health Center is well -signed from Superior Avenue.
Hoag Hospital personnel indicated that this location was used as a base for shuttle service to the
Balboa Peninsula in the past. The Health Center is not staffed on weekends, so there are no
parking or traffic conflicts. There is a well-defined path in and out of this location (circling the
parking structures), and the cafe area provides a convenient waiting area. There is room for
multiple shuttle vehicles at this location. Availability is likely, but has not yet been confirmed.
Location A (the lot at West 17th Street & Pomona Avenue) is close to but not visible from Newport
Boulevard. Drivers can reach the lot with only one turn. It is not staffed, and it is unclear whether
visitors would feel comfortable leaving their cars there for the day. Access to the 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 Street east of Tustin Avenue behind Jack Shrimp) along
Mariners Mile is an open, unstaffed lot. It requires two or three turns from Newport Boulevard to
access. The lot is owned by the City and is underused. As with the lot at West 1711 & 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 6
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Proximity
Location
to" '
Newport
Safety
Availability
Visibility
Current
. Cost
V
Spaces
City -
owned?
Blvd
A 17'h&
Good
Poor— unstaffed lot
Unknown — no access
Poor
Free
60
No
Pomona
on side street
during fieldwork
B Hoag Health
Fair
Good — parking
Likely
Poor
Unknown
Over 200
No
Center
structure
C Hoag Hospital
Excellent
Good — parking
Unlikely
Excellent
$5 to $8
Over 200
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
Over 100
No
Lower Lot
visible from street
F Coast Hwy &
Fair
Fair — unstaffed lot
Available
Poor
Free
52
Yes
Superior
visible from street
Location C (Hoag Hospital) is very visible from Newport Boulevard, is accessible with only one
turn from Newport, and has a parking structure. There is a well-defined path in and out of this
location and a potential stop location adjacent to the parking structure. Some turns would be tight
for a larger vehicle. Fieldwork indicated that traffic on the hospital grounds is light on a summer
Saturday. The major disadvantage is that it is unlikely that Hoag Hospital would grant approval
for access to this site, according to hospital personnel.
Location B (Hoag Health Center at 500 Superior Avenue) is not visible from Newport Boulevard
and requires a right and then a left turn to access this location. There are two parking structures,
wither small cafe in between them, and the Health Center is well -signed from Superior Avenue.
Hoag Hospital personnel indicated that this location was used as a base for shuttle service to the
Balboa Peninsula in the past. The Health Center is not staffed on weekends, so there are no
parking or traffic conflicts. There is a well-defined path in and out of this location (circling the
parking structures), and the cafe area provides a convenient waiting area. There is room for
multiple shuttle vehicles at this location. Availability is likely, but has not yet been confirmed.
Location A (the lot at West 17th Street & Pomona Avenue) is close to but not visible from Newport
Boulevard. Drivers can reach the lot with only one turn. It is not staffed, and it is unclear whether
visitors would feel comfortable leaving their cars there for the day. Access to the 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 Street east of Tustin Avenue behind Jack Shrimp) along
Mariners Mile is an open, unstaffed lot. It requires two or three turns from Newport Boulevard to
access. The lot is owned by the City and is underused. As with the lot at West 1711 & 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.
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Balboa Peninsula ShuttlelTrolley 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 171 & 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.
Page 7
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Balboa Peninsula ShullielTtolfey Feasibility Study
Figure 2
Final Report
Dan Bayle & Assockites; [tic, Page 8
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Balboa Peninsula Shultle 3raliey Feasibility Study
Final Report
Two additional route captions were suggested in stakeholder interviews, These options, shown in
Figures 3 and 4, are not oriented toward parking for summer day visitors and might be considered
as options for future extensions. These routes are very different:
• The route in dark green (figure 3) is very short (under two miles round-trip) and connects
Lido Marina Village with Newport Fier.
• The route in pink (figure 4) is an expansive route connecting Balboa Pier with Mariners
Pohle, fashion Island, and various hotels and resorts.
Figure 3
Route Options Not Oriented toward Day Visitors: Lido Marina Village -Newport Pier
Llan Boyle & Associates, Inc,
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Balboa Peninsula Shutt1(Jlro1fey Feasibility asibility 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
C7 st ince NB
Round-trip
Distance
A. 170, & Pomona
4.1
4.3
6.4
a, i•-loag Health
3.6
3,9
7.5
Center_
C. Hoag Hospital
3.2
_
3.4 y�
_ 6.6
D. Avon
34
34
6.6
E. Hoag Lower Lot
2.9
3.7
6.6
F" Coast Hwy &
3,6
3,9
7.5
Superior
Lido Marina
t s�ateittesort Loop
14.8
12.1
26.9
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Balboa Peninsula Shuttle/Trolley 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 B 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
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 170 & Pomona option and lowest for the Hoag
Hospital and Lower Lot options. The 170 & 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 lot 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 4th 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 1/5 of the Laguna Beach Summer Festival Trolley
Dan Boyle & Associates, Inc. Page 11
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Frequency
Daily
Annual
Route Option
(minutes)
Span of Service
Revenue
Revenue
# Vehicles
Hours
Hours
A. 170 & 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
hour
10 am -7:31 pm
32.0
639.7
4
E. Hoag Lower
15 (20 first
10 am -7:30 pm
31.9
638.3
4
Lot
hour
F. Coast Hwy &
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 170 & Pomona option and lowest for the Hoag
Hospital and Lower Lot options. The 170 & 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 lot 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 4th 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 1/5 of the Laguna Beach Summer Festival Trolley
Dan Boyle & 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
Daily
Annual
Operation
p
Revenue
Riders
Revenue
Riders
Operating
Hours
Hours
Cost
10 Saturdays
32.0
320
640
6,380
$64,000
10 Sundays
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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:
C 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.
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Balboa Peninsula Shuttle/Trolley 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 hoardings 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.
Dan Boyle & Associates, Inc.
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Balboa Peninsula Shuttle/Trolley Feasibility Study Final Report
APPENDIX A
DRAFT SCHEDULES
Schedule from Hoag Hospital
Leave
Balboa
Arrive
Leave
Balboa
Arrive
Hoag Hosp
& 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
0:10
10:20 AM
10:27 AM
10:35 AM
10:35 AM
10:43 AM
10:50 AM
0:10
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
12:20 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
1:34 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
2:20 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
2:44 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
2:45 PM
2:56 PM
3:07 PM
3:07 PM
3:18 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
4:12 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
4:37 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
5:15 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
6:52 PM
6:52 PM
7:03 PM
7:14 PM
6:45 PM
6:56 PM
7:07 PM
7:07 PM
7:18 PM
7:29 PM
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Balboa Peninsula Shuttle/Trolley Feasibility Study
Schedule from Hoag Health Center
Final Report
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
10:56 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
12:47 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
1:06 PM
1:06 PM
1:17 PM
1:30 PM
0:15
1:00 PM
1:11 PM
1:23 PM
1:23 PM
1:34 PM
1:47 PM
0:13
1:15 PM
1:26 PM
1:38 PM
1:38 PM
1:49 PM
2:02 PM
0:13
1:30 PM
1:41 PM
1:53 PM
1:53 PM
2:04 PM
2:17 PM
0:13
1:45 PM
1:56 PM
2:08 PM
2:08 PM
2:19 PM
2:32 PM
0:13
2:00 PM
2:11 PM
2:23 PM
2:23 PM
2:34 PM
2:47 PM
0:13
2:15 PM
2:26 PM
2:38 PM
2:38 PM
2:49 PM
3:02 PM
0:13
2:30 PM
2:41 PM
2:53 PM
2:53 PM
3:04 PM
3:17 PM
0:13
2:45 PM
2:56 PM
3:08 PM
3:08 PM
3:19 PM
3:32 PM
0:13
3:00 PM
3:11 PM
3:23 PM
3:23 PM
3:34 PM
3:47 PM
0:13
3:15 PM
3:26 PM
3:38 PM
3:38 PM
3:49 PM
4:02 PM
0:13
3:30 PM
3:41 PM
3:53 PM
3:53 PM
4:04 PM
4:17 PM
0:13
3:45 PM
3:56 PM
4:08 PM
4:08 PM
4:19 PM
4:32 PM
0:13
4:00 PM
4:11 PM
4:23 PM
4:23 PM
4:34 PM
4:47 PM
0:13
4:15 PM
4:26 PM
4:38 PM
4:38 PM
4:49 PM
5:02 PM
0:13
4:30 PM
4:41 PM
4:53 PM
4:53 PM
5:04 PM
5:17 PM
0:13
4:45 PM
4:56 PM
5:08 PM
5:08 PM
5:19 PM
5:32 PM
0:13
5:00 PM
5:11 PM
5:23 PM
5:23 PM
5:34 PM
5:47 PM
0:13
5:15 PM
5:26 PM
5:38 PM
5:38 PM
5:49 PM
6:02 PM
0:13
5:30 PM
5:41 PM
5:53 PM
5:53 PM
6:04 PM
6:17 PM
0:13
5:45 PM
5:56 PM
6:08 PM
6:08 PM
6:19 PM
6:32 PM
0:13
6:00 PM
6:11 PM
6:23 PM
6:23 PM
6:34 PM
6:47 PM
6:15 PM
6:26 PM
6:38 PM
6:38 PM
6:49 PM
7:02 PM
6:30 PM
6:41 PM
6:53 PM
6:53 PM
7:04 PM
7:17 PM
6:45 PM
6:56 PM
7:08 PM
7:08 PM
7:19 PM
7:32 PM
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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
10:15 AM
10:26 AM
10:34 AM
10:34 AM
10:42 AM
10:54 AM
12:06 AM
10:30 AM
10:41 AM
10:49 AM
10:49 AM
10:57 AM
11:09 AM
12:06 AM
10:45 AM
10:56 AM
11:04 AM
11:04 AM
11:12 AM
11:24 AM
12:06 AM
11:00 AM
11:11 AM
11:19 AM
11:19 AM
11:27 AM
11:39 AM
12:06 AM
11:15 AM
11:26 AM
11:34 AM
11:34 AM
11:42 AM
11:54 AM
12:06 AM
11:30 AM
11:44 AM
11:53 AM
11:53 AM
12:03 PM
12:18 PM
12:12 AM
11:45 AM
11:59 AM
12:08 PM
12:08 PM
12:18 PM
12:33 PM
12:12 AM
12:00 PM
12:16 PM
12:26 PM
12:26 PM
12:37 PM
12:53 PM
12:07 AM
12:15 PM
12:31 PM
12:41 PM
12:41 PM
12:52 PM
1:08 PM
12:07 AM
12:30 PM
12:46 PM
12:56 PM
12:56 PM
1:07 PM
1:23 PM
12:07 AM
12:45 PM
1:01 PM
1:11 PM
1:11 PM
1:22 PM
1:38 PM
12:07 AM
1:00 PM
1:16 PM
1:27 PM
1:27 PM
1:38 PM
1:55 PM
12:05 AM
1:15 PM
1:31 PM
1:42 PM
1:42 PM
1:53 PM
2:09 PM
12:06 AM
1:30 PM
1:46 PM
1:57 PM
1:57 PM
2:08 PM
2:24 PM
12:06 AM
1:45 PM
2:01 PM
2:12 PM
2:12 PM
2:23 PM
2:39 PM
12:06 AM
2:00 PM
2:16 PM
2:27 PM
2:27 PM
2:38 PM
2:56 PM
12:04 AM
2:15 PM
2:31 PM
2:42 PM
2:42 PM
2:53 PM
3:11 PM
12:13 AM
2:30 PM
2:46 PM
2:57 PM
2:57 PM
3:08 PM
3:26 PM
12:10 AM
2:45 PM
3:01 PM
3:12 PM
3:12 PM
3:23 PM
3:41 PM
12:07 AM
3:00 PM
3:16 PM
3:27 PM
3:27 PM
3:38 PM
3:56 PM
12:04 AM
3:12 PM
3:28 PM
3:39 PM
3:39 PM
3:50 PM
4:08 PM
12:07 AM
3:24 PM
3.40 PM
3:51 PM
3:51 PM
4:02 PM
4:20 PM
12:10 AM
3:36 PM
3:52 PM
4:03 PM
4:03 PM
4:14 PM
4:32 PM
12:13 AM
3:48 PM
4:04 PM
4:15 PM
4:15 PM
4:26 PM
4:44 PM
12:16 AM
4:00 PM
4:16 PM
4:27. PM
4:27 PM
4:38 PM
4:56 PM
12:16 AM
4:15 PM
4:31 PM
4:42 PM
4:42 PM
4:53 PM
5:11 PM
12:13 AM
4:30 PM
4:46 PM
4:57 PM
4:57 PM
5:08 PM
5:26 PM
12:10 AM
4:45 PM
5:01 PM
5:12 PM
5:12 PM
5:23 PM
5:41 PM
12.07 AM
5:00 PM
5:16 PM
5:27 PM
5:27 PM
5:38 PM
5:56 PM
12:04 AM
5:12 PM
5:28 PM
5:39 PM
5:39 PM
5:50 PM
6:08 PM
12:07 AM
5:24 PM
5:40 PM
5:51 PM
5:51 PM
6:02 PM
6:20 PM
12:10 AM
5:36 PM
5:52 PM
6:03 PM
6:03 PM
6:14 PM
6:32 PM
12:13 AM
5:48 PM
6:04 PM
6:15 PM
6:15 PM
6:26 PM
6:44 PM
6:00 PM
6:16 PM
6:27 PM
6:27 PM
6:38 PM
6:56 PM
6:15 PM
6:31 PM
6:42 PM
6:42 PM
6:53 PM
7:11 PM
6:30 PM
6:46 PM
6:57 PM
6:57 PM
7:08 PM
7:26 PM
6:45 PM
7:01 PM
7:12 PM
7:12 PM
7:23 PM
7:41 PM
Dan Boyle & Associates, Inc. Page 17
30
19-61
Balboa Peninsula Shuttle/Trolley Feasibility Study
Schedule from Avon
Leave
Balboa
Avon lot
& 15th
10:00 AM
10:08 AM
10:20 AM
10:28 AM
10:40 AM
10:48 AM
11:00 AM
11:08 AM
11:15 AM
11:23 AM
11:30 AM
11:40 AM
11:45 AM
11:55 AM
12:00 PM
12:12 PM
12:15 PM
12:27 PM
12:30 PM
12:42 PM
12:45 PM
12:57 PM
1:00 PM
1:11 PM
1:15 PM
1:26 PM
1:30 PM
1:41 PM
1:45 PM
1:56 PM
2:00 PM
2:12 PM
2:15 PM
2:27 PM
2:30 PM
2:42 PM
2:45 PM
2:57 PM
3:00 PM
3:12 PM
3:15 PM
3:27 PM
3:30 PM
3:42 PM
3:45 PM
3:57 PM
4:00 PM
4:12 PM
4:15 PM
4:27 PM
4:30 PM
4:42 PM
4:45 PM
4:57 PM
5:00 PM
5:12 PM
5:15 PM
5:27 PM
5:30 PM
5:42 PM
5:45 PM
5:57 PM
6:00 PM
6:12 PM
6:15 PM
6:27 PM
6:30 PM
6:42 PM
6:45 PM
6:57 PM
Dan Boyle & Associates, Inc.
Arrive
Leave
Balboa
Arrive
Balboa Pier Balboa Pier
& 16th
Avon lot
10:16 AM
10:16 AM
10:24 AM
10:31 AM
10:36 AM
10:36 AM
10:44 AM
10:51 AM
10:56 AM
10:56 AM
11:04 AM
11:11 AM
11:16 AM
11:16 AM
11:24 AM
11:31 AM
11:31 AM
11:31 AM
11:39 AM
11:46 AM
11:49 AM
11:49 AM
11:57 AM
12:09 PM
12:04 PM
12:04 PM
12:14 PM
12:24 PM
12:22 PM
12:22 PM
12:32 PM
12:43 PM
12:37 PM
12:37 PM
12.48 PM
12:58 PM
12:52 PM
12:52 PM
1:03 PM
1:13 PM
1:07 PM
1:07 PM
1:18 PM
1:28 PM
1:22 PM
1:22 PM
1:33 PM
1:45 PM
1:37 PM
1:37 PM
1:48 PM
2:00 PM
1:52 PM
1:52 PM
2:03 PM
2:15 PM
2:07 PM
2:07 PM
2:18 PM
2:30 PM
2:23 PM
2:23 PM
2:34 PM
2:46 PM
2:38 PM
2:38 PM
2:49 PM
3:01 PM
2:53 PM
2:53 PM
3:04 PM
3:16 PM
3:08 PM
3:08 PM
3:19 PM
3:31 PM
3:23 PM
3:23 PM
3:34 PM
3:46 PM
3:38 PM
3:38 PM
3:49 PM
4:01 PM
3:53 PM
3:53 PM
4:04 PM
4:16 PM
4:08 PM
4:08 PM
4:19 PM
4:31 PM
4:23 PM
4:23 PM
4:34 PM
4:46 PM
4:38 PM
4:38 PM
4:49 PM
5:01 PM
4:53 PM
4:53 PM
5:04 PM
5:16 PM
5:08 PM
5:08 PM
5:19 PM
5:31 PM
5:23 PM
5:23 PM
5:34 PM
5:46 PM
5:38 PM
5:38 PM
5:49 PM
6:01 PM
5:53 PM
5:53 PM
6:04 PM
6:16 PM
6:08 PM
6:08 PM
6:19 PM
6:31 PM
6:23 PM
6:23 PM
6:34 PM
6:46 PM
6:38 PM
6:38 PM
6:49 PM
7:01 PM
6:53 PM
6:53 PM
7:04 PM
7:16 PM
7:08 PM
7:08 PM
7:19 PM
7:31 PM
Final Report
Layover
0:09
0:09
0:06
0:14
0:14
0:06
0:06
0:17
0:17
0:17
0:17
0:15
0:15
0:15
0:15
0:14
0:14
0:14
0:14
0:14
0:14
0:14
0:14
0:14
0:14
0:14
0:14
0:14
0:14
0:14
0:14
Page 18
31
19-62
Balboa Peninsula Shuttle/Trolley Feasibility Study
Schedule from Lower Lot
Final Report
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
10:14 AM
10:22 AM
10:31 AM
0:09
10:20 AM
10:26 AM
10:34 AM
10:34 AM
10:42 AM
10:51 AM
0:09
10:40 AM
10:46 AM
10:54 AM
10:54 AM
11:02 AM
11:11 AM
0:04
11:00 AM
11:06 AM
11:14 AM
11:14 AM
11:22 AM
11:31 AM
0:14
11:15 AM
11:21 AM
11:29 AM
11:29 AM
11:37 AM
11:46 AM
0:14
11:30 AM
11:38 AM
11:47 AM
11:47 AM
11:55 AM
12:08 PM
0:07
11:45 AM
11:53 AM
12:02 PM
12:02 PM
12:12 PM
12:23 PM
0:07
12:00 PM
12:09 PM
12:19 PM
12:19 PM
12:29 PM
12:42 PM
0:18
12:15 PM
12:24 PM
12:34 PM
12:34 PM
12:45 PM
12:57 PM
0:18
12:30 PM
12:39 PM
12:49 PM
12:49 PM
1:00 PM
1:12 PM
0:18
12:45 PM
12:54 PM
1:04 PM
1:04 PM
1:15 PM
1:27 PM
0:18
1:00 PM
1:09 PM
1:20 PM
1:20 PM
1:31 PM
1:44 PM
0:16
1:15 PM
1:24 PM
1:35 PM
1:35 PM
1:46 PM
1:59 PM
0:16
1:30 PM
1:39 PM
1:50 PM
1:50 PM
2:01 PM
2:14 PM
0:16
1:45 PM
1:54 PM
2:05 PM
2:05 PM
2:16 PM
2:29 PM
0:16
2:00 PM
2:09 PM
2:20 PM
2:20 PM
2:31 PM
2:45 PM
0:15
2:15 PM
2:24 PM
2:35 PM
2:35 PM
2:46 PM
3:00 PM
0:15
2:30 PM
2:39 PM
2:50 PM
2:50 PM
3:01 PM
3:15 PM
0:15
2:45 PM
2:54 PM
3:05 PM
3:05 PM
3:16 PM
3:30 PM
0:15
3:00 PM
3:09 PM
3:20 PM
3:20 PM
3:31 PM
3:45 PM
0:15
3:15 PM
3:24 PM
3:35 PM
3:35 PM
3:46 PM
4:00 PM
0:15
3:30 PM
3:39 PM
3:50 PM
3:50 PM
4:01 PM
4:15 PM
0:15
3:45 PM
3:54 PM
4:05 PM
4:05 PM
4:16 PM
4:30 PM
0:15
4:00 PM
4:09 PM
4:20 PM
4:20 PM
4:31 PM
4:45 PM
0:15
4:15 PM
4:24 PM
4:35 PM
4:35 PM
4:46 PM
5:00 PM
0:15
4:30 PM
4:39 PM
4:50 PM
4:50 PM
5:01 PM
5:15 PM
0:15
4:45 PM
4:54 PM
5:05 PM
5:05 PM
5:16 PM
5:30 PM
0:15
5:00 PM
5:09 PM
5:20 PM
5:20 PM
5:31 PM
5:45 PM
0:15
5:15 PM
5:24 PM
5:35 PM
5:35 PM
5:46 PM
6:00 PM
0:15
5:30 PM
5:39 PM
5:50 PM
5:50 PM
6:01 PM
6:15 PM
0:15
5:45 PM
5:54 PM
6:05 PM
6:05 PM
6:16 PM
6:30 PM
0:15
6:00 PM
6:09 PM
6:20 PM
6:20 PM
6:31 PM
6:45 PM
6:15 PM
6:24 PM
6:35 PM
6:35 PM
6:46 PM
7:00 PM
6:30 PM
6:39 PM
6:50 PM
6:50 PM
7:01 PM
7:15 PM
6:45 PM
6:54 PM
7:05 PM
7:05 PM
7:16 PM
7:30 PM
Dan Boyle & Associates, Inc.
Page 19
32
19-63
Balboa Peninsula Shuttle/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
10:17 AM
10:17 AM
10:25 AM
10:34 AM
0:06
10:20 AM
10:29 AM
10:37 AM
10:37 AM
10:45 AM
10:54 AM
0:06
10:40 AM
10:49 AM
10:57 AM
10:57 AM
11:05 AM
11:14 AM
0:16
11:00 AM
11:09 AM
11:17 AM
11:17 AM
11:25 AM
11:34 AM
0:11
11:15 AM
11:24 AM
11:32 AM
11:32 AM
11:40 AM
11:49 AM
0:11
11:30 AM
11:42 AM
11:51 AM
11:51 AM
11:59 AM
12:13 PM
0:17
11:45 AM
11:57 AM
12:06 PM
12:06 PM
12:16 PM
12:28 PM
0:17
12:00 PM
12:13 PM
12:23 PM
12:23 PM
12:33 PM
12:47 PM
0:13
12:15 PM
12:28 PM
12:38 PM
12:38 PM
12:49 PM
1:02 PM
0:13
12:30 PM
12:43 PM
12:53 PM
12:53 PM
1:04 PM
1:17 PM
0:13
12:45 PM
12:58 PM
1:08 PM
1:08 PM
1:19 PM
1:32 PM
0:13
1:00 PM
1:13 PM
1:24 PM
1:24 PM
1:35 PM
1:49 PM
0:11
1:15 PM
1:28 PM
1:39 PM
1:39 PM
1:50 PM
2:04 PM
0:11
1:30 PM
1:43 PM
1:54 PM
1:54 PM
2:05 PM
2:19 PM
0:11
1:45 PM
1:58 PM
2:09 PM
2:09 PM
2:20 PM
2:34 PM
0:11
2:00 PM
2:13 PM
2:24 PM
2:24 PM
2:35 PM
2:50 PM
0:10
2:15 PM
2:28 PM
2:39 PM
2:39 PM
2:50 PM
3:05 PM
0:10
2:30 PM
2:43 PM
2:54 PM
2:54 PM
3:05 PM
3:20 PM
0:10
2:45 PM
2:58 PM
3:09 PM
3:09 PM
3:20 PM
3:35 PM
0:10
3:00 PM
3:13 PM
3:24 PM
3:24 PM
3:35 PM
3:50 PM
0:10
3:15 PM
3:28 PM
3:39 PM
3:39 PM
3:50 PM
4:05 PM
0:10
3:30 PM
3:43 PM
3:54 PM
3:54 PM
4:05 PM
4:20 PM
0:10
3:45 PM
3:58 PM
4:09 PM
4:09 PM
4:20 PM
4:35 PM
0:10
4:00 PM
4:13 PM
4:24 PM
4:24 PM
4:35 PM
4:50 PM
0:10
4:15 PM
4:28 PM
4:39 PM
4:39 PM
4:50 PM
5:05 PM
0:10
4:30 PM
4:43 PM
4:54 PM
4:54 PM
5:05 PM
5:20 PM
0:10
4:45 PM
4:58 PM
5:09 PM
5:09 PM
5:20 PM
5:35 PM
0:10
5:00 PM
5:13 PM
5:24 PM
5:24 PM
5:35 PM
5:50 PM
0:10
5:15 PM
5:28 PM
5:39 PM
5:39 PM
5:50 PM
6:05 PM
0:10
5:30 PM
5:43 PM
5:54 PM
5:54 PM
6:05 PM
6:20 PM
0:10
5:45 PM
5:58 PM
6:09 PM
6:09 PM
6:20 PM
6:35 PM
0:10
6:00 PM
6:13 PM
6:24 PM
6:24 PM
6:35 PM
6:50 PM
6:15 PM
6:28 PM
6:39 PM
6:39 PM
6:50 PM
7:05 PM
6:30 PM
6:43 PM
6:54 PM
6:54 PM
7:05 PM
7:20 PM
6:45 PM
6:58 PM
7:09 PM
7:09 PM
7:20 PM
7:35 PM
Dan Boyle & Associates, Inc. Page 20
33
19-64
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 & 31st
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
19-65
Attachment 2
City Council Resolution
35
99-66
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.
911
19-67
Resolution No. 2016-15
Page 2 of 2
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 261h day of January, 2016.
Diane B. Dixon
Mayor
ATTEST:
Leilani I. Brown
City Clerk k NEv'✓po�T
�4'P0 RNA
37
• •S
STATE OF CALIFORNIA }
COUNTY OF ORANGE } ss.
CITY OF NEWPORT BEACH }
1, 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 27th day of January, 2016.
City Clerk
Newport Beach, California
(Seal) NE�pp
r
rcr1� P
38
19-69
Attachment 3
Hoag Hospital Lease Agreement
39
19-70
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 Si—
te
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 ("Renf') 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
19-71
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 Liability (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.
19-72
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 otheiwise 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.
W
19-73
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. A'T'TORNEYS' 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.
4
19-74
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 parry,
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.
99-75
LICENSOR: Hoag Memorial Hospital Presbyterian
LICENSEE:
By::
Name: Sanford Smith
Title: Sr. Vice President
By:
Name:
Karen Torres
Title: Director, Real Estate
By:
Name:
Title:
19-76
Exhibit"'X'
Location and Shuttle Route
19-77
Attachment 4
Operations Plan
40
19-78
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
Pronosed Stons
Southbound Stops
Stops
Hoag Lower Lot
_Northbound
Oceanfront — Palm
Hospital & Hoag EB
Balboa & Coronado
Newport & Short
Balboa & 8th
Newport & 28th
Balboa & 12th
Newport & 23`d
Balboa & 16th
Balboa & 191h
Balboa & 201h
Balboa & 15'h
Newport & 23`d
Balboa & 11th
Newport & 28t"
Balboa & 8'h
Newport & Finley
Balboa & Coronado
Hospital & Hoag WB
Oceanfront—Palm
1 Hoag Lower Lot
Notes: Stops In italics are new stops.
41
19-79
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
Average Speeds 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
ATTACHMENT 5
Layover
0:03
0:03
0:03
0:03
0:14
0:14
0:14
0:14
0:14
0:14
0:07
0:07
0:18
0:18
0:18
0:18
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
0:15
0:15
0:15
0:15
0:15
0:15
0:15
0:15
0:15
0:15
0:15
0:15
0:15
0:07
43
19-81
Table 1
Draft Time Table
Schedule from Lower
Lot
Leave
Balboa
Arrive
Leave
Balboa
Arrive
Lower lot
& 15th
Balboa Pier
Balboa Pier
& 16th
Lower lot
7:30 AM
7:42 AM
7:42 AM
7:57 AM
7:45 AM
7:57 AM
7:57 AM
8:12 AM
8:00 AM
8:12 AM
8:12 AM
8:27 AM
8:15 AM
8:27 AM
8:27 AM
8:42 AM
8:30 AM
8:42 AM
8:42 AM
8:57 AM
8:45 AM
8:57 AM
8:57 AM
9:12 AM
10:00 AM
10:06 AM
10:14 AM
10:14 AM
10:22 AM
10:31 AM
10:15 AM
10:21 AM
10:29 AM
10:29 AM
10:37 AM
10:46 AM
10:30 AM
10:36 AM
10:44 AM
10:44,AM
10:52 AM
11:01 AM
10:45 AM
10:51 AM
10:59 AM
10:59 AM
11:07 AM
11:16 AM
11:00 AM
11:06 AM
11:14 AM
11:14 AM
11:22 AM
11:31 AM
11:15 AM
11:21 AM
11:29 AM
11:29 AM
11:37 AM
11:46 AM
11:30 AM
11:38 AM
11:47 AM
11:47 AM
11:55 AM
12:08 PM
11:45 AM
11:53 AM
12:02 PM
12:02 PM
12:12 PM
12:23 PM
12:00 PM
12:09 PM
12:19 PM
12:19 PM
12:29 PM
12:42 PM
12:15 PM
12:24 PM
12:34 PM
12:34 PM
12:45 PM
12:57 PM
12:30 PM
12:39 PM
12:49 PM
12:49 PM
1:00 PM
1:12 PM
12:45 PM
12:54 PM
1:04 PM
1:04 PM
1:15 PM
1:27 PM
1:00 PM
1:09 PM
1:20 PM
1:20 PM
1:31 PM
1:44 PM
1:15 PM
1:24 PM
1:35 PM
1:35 PM
1:46 PM
1:59 PM
1:30 PM
1:39 PM
1:50 PM
1:50 PM
2:01 PM
2:14 PM
1:45 PM
1:54 PM
2:05 PM
2:05 PM
2:16 PM
2:29 PM
2:00 PM
2:09 PM
2:20 PM
2:20 PM
2:31 PM
2:45 PM
2:15 PM
2:24 PM
2:35 PM
2:35 PM
2:46 PM
3:00 PM
2:30 PM
2:39 PM
2:50 PM
2:50 PM
3:01 PM
3:15 PM
2:45 PM
2:54 PM
3:05 PM
3:05 PM
3:16 PM
3:30 PM
3:00 PM
3:09 PM
3:20 PM
3:20 PM
3:31 PM
3:45 PM
3:15 PM
3:24 PM
3:35 PM
3:35 PM
3:46 PM
4:00 PM
3:30 PM
3:39 PM
3:50 PM
3:50 PM
4:01 PM
4:15 PM
3:45 PM
3:54 PM
4:05 PM
4:05 PM
4:16 PM
4:30 PM
4:00 PM
4:09 PM
4:20 PM
4:20 PM
4:31 PM
4:45 PM
4:15 PM
4:24 PM
4:35 PM
4:35 PM
4:46 PM
5:00 PM
4:30 PM
4:39 PM
4:50 PM
4:50 PM
5:01 PM
5:15 PM
4:45 PM
4:54 PM
5:05 PM
5:05 PM
5:16 PM
5:30 PM
5:00 PM
5:09 PM
5:20 PM
5:20 PM
5:31 PM
5:45 PM
5:15 PM
5:24 PM
5:35 PM
5:35 PM
5:46 PM
6:00 PM
5:30 PM
5:39 PM
5:50 PM
5:50 PM
6:01 PM
6:15 PM
5:45 PM
5:54 PM
6:05 PM
6:05 PM
6:16 PM
6:30 PM
6:00 PM
6:09 PM
6:20 PM
6:20 PM
6:31 PM
6:45 PM
6:15 PM
6:24 PM
6:35 PM
6:35 PM
6:46 PM
7:00 PM
6:30 PM
6:39 PM
6:50 PM
6:50 PM
7:01 PM
7:15 PM
6:45 PM
6:54 PM
7:05 PM
7:05 PM
7:16 PM
7:30 PM
7:00 PM
7:09 PM
7:20 PM
7:20 PM
7:31 PM
7:45 PM
7:15 PM
7:24 PM
7:35 PM
7:35 PM
7:46 PM
8:00 PM
7:30 PM
7:39 PM
7:50 PM
7:50 PM
8:01 PM
8:15 PM
7:45 PM
7:54 PM
8:05 PM
8:05 PM
8:16 PM
8:30 PM
8:00 PM
8:06 PM
8:17 PM
B:17 PM
8:28 PM
8:38 PM
8:15 PM
8:21 PM
8:32 PM
8:32 PM
8:43 PM
8:53 PM
8:30 PM
8:36 PM
8:47 PM
8:47 PM
8:58 PM
9:08 PM
8:45 PM
8:51 PM
9:02 PM
9:02 PM
9:13 PM
9:23 PM
ATTACHMENT 5
Layover
0:03
0:03
0:03
0:03
0:14
0:14
0:14
0:14
0:14
0:14
0:07
0:07
0:18
0:18
0:18
0:18
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
0:15
0:15
0:15
0:15
0:15
0:15
0:15
0:15
0:15
0:15
0:15
0:15
0:15
0:07
43
19-81
I -z _jHaag 'Hospital Lower Parking Lot Figure I
Proposed Shuttle Routs
Existing Bus Stop Locations
ED New Bus Stop Locations
19-82
Attachment 5
Analysis of Project V Scoring
45
19-83
ATTACHMENT S
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
19-84
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 conned 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 Y4 mile
Three OCTA routes (Routes 1, 47, and 71) are within Y. 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 Y. mile of the route. Based on the Orange County Projections
2014 developed by the Orange County Council of Governments, employment within X mile of the route
totals 12,900jobs. The area within Y4 mile of the route totals 1.06 square miles. Therefore, the
employment density per square mile is 12,170jobs.
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
99-85
ATTACHMENT 5
lacrl:rttlzatfd area totaling 7.1,r.t `> pc'r l le (Source: Czrisus 2010), Therefore, the population density pet
square mile is 10,645,
Annual' Visitors Served (4 sof ri points)
The Pity has an estimated permanent population of 86,738 but during the summermonths, 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 5110,000 visitors,
innovative Service Delivery Model (1 of 1 paint)
A vehicle which contributes to the experiprice ;of visitors to the Balboa Peninsula willsupport tine success
of the program, Visitors, as well as resident: will be more likely utilize the shuttle if it offers a fern
experience image, The design of the shuttle has been envisioned with this knowledge. The intent is to
coffer an open-air shuttle (or trolley) for the opening year to take advantage of the summertime weather
and increase visibility of the program. Ifthe city is not successful in retaining a contractor to operate an
open-airshuttle for the opening tear, then a vehicle may be wrapped with a design reflective of
Newport Beach's unique Culture will be created. Recogril ingsome visitors will utilize the shuttle to
access the beach, an area designated on the shuttle to stare reach equipment will also be needed.
Creative Solutions to Community Needs (I of 1 point)
The increased visitor population daring the surrrmer months increases congestion and decreases
available parkins The strategy to locate a parking facility toff the peninsula, at a central location,
eliminates the steed for visitors to travel onto the peninsula by vehicle. Instead they utilize~ the shuttle
which removes vehicles from the roads and parking arras on the peninsula.
Combining, Local and Regional Resources (1 of 2 point)
if OCTA goes ahead with pians 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 S point)
The City has no experience with operation of shuttles and trolleys. However, the City dotes 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. paint)
The City operates a transportation service for seniors, for accessing
medical appointments, shopping, essential errands, and the Senior- tenter.
48
19-86
Attachment 6
Letter of Support
49
19-87
ew ort
14,
EACH
& COMPANY
January 6, 2016
Brenda Wisneski, AICP
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,
(I J
Gary C. Sherwin
President/CEO
luttl:;,,•-pr 1(,'::ttl rDri....Soil 1..U,: ,tti' :J..C.V266+JT.I:-":JO-';-CO.
50
19-88
Exhibit B
City of Newport Beach Project V Estimated Funding Schedule
99-89
Capital Costs OCTA, Share 88%
Capital Costs Local Share 12%
Total Capital Costs
Operations
Trolley Operations {OCTA Share 88X;
Trolley Operations Local Share 12%
Total Operations Cost
LYi3�>� G
Newport Beach Project's Estimated Funding Schedule
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Total Cost
FY 16117 ' €=Y 17/16 FY 18119 FY 19120 FY 20121 F Y ZV 2 FY =23;
$507,871
$69,255
$577,126
525,369 $25,369 525,369 $25,369 $25,369
$3,459 $3,459 .x3,459 $3,459 $3A58
$28,828 $28,828 $23,828 $28,,828 $28,828
$507,871
c�
$69.,255
$577,1 c6
$25:369 525.369 5177,583
$3,459 $3,459 $24,216
$28,828 528,828 $201,799
19-90
CITY OF
NEWPORT BEACH
City Council Staff Report
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@newportbeachea.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/Trollei Pro ect 17T13
ABSTRACT:
City staff secured competitive Measure M2 funding from the Orange County
Transportation Authority (OCTA) under Project V — "Community Based Transit/
Circulators" for a shuttle/trolley project on Balboa Peninsula. Per grant guidelines, a
cooperative agreement is required to define the roles and responsibilities related to
funding between the City and OCTA. The City is also required to amend its OCTA
Measure M2 seven-year Capital Improvement Program (CIF) to incorporate the project
and maintain Measure M2 eligibility.
REC!QML4ENDATION:
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 Na. 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, 53501-980000-177I 3 for the Balboa Peninsula Shuttle/Trolley project.
FROM
C-6-1480 for Balboa Peninsula Shuttle/Trolley Project (17T13)
December 13, 2016
Page 2
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 Descrigtion
Measure M2 Competibve
Balboa Village Parking
Measure M2 Competitive
Balboa Village Parking
Balboa Village Parking
Balboa Village Parking
Balboa Village Parking
Account
Purpog
Amount
1230053-980000-17TI3
Capital Purchase (88%)
$
507,871.00
53501-980000-17TI3
Capital Purchase (12%)
$
69,255.00
1230053-980000-17T13
Operations (88%)
$
177,583.00
53501-980000-17T13
Operations (12%)
$
24,216.00
53501-980000-17T13
Consulting Services
$
15,450.00
53501-980000-17T13
Printing / Marketing
$
20,000.00
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:
0 Providing an alternative to cruising for a parking space on Balboa Peninsula;
19-92
C-6-1480 for Balboa Peninsula Shuttle/Trolley Project (I 7T1 3)
December 13, 2016
Page 3
• 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. 2016-16, authorizing
the submittal of a Balboa Peninsula Shuttle program to OCTA. City staff submitted a
grant application for the Balboa Peninsula ShuttlefTrolley 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 41h 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).
19-93
C-6-1480 for Balboa Peninsula Shuttle/Trolley Project (IM3)
December 13, 2016
Page 4
ATTACHMENTS:
Attachment A - Proposed Balboa Peninsula Shuttle/Trolley Route
Attachment B - Resolution 2016415
Attachment C - Cooperative Agreement C-6-1480 with OCTA
Attachment D - Budget Amendment
99-94
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 TRANSITICIRCULATORS
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 Grange 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
Grange 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.
FRIMI•1
Resolution No. 201 6-1 5
Page 2 of 2
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 26ttday of January, 2016.
ATTEST:
Leilani 1. Brown
City Clerk
Diane B. Dixon
Mayor
19-97
TATE OF CALIFORNIA
COUNTY OF OPJANGE
CITY OF NEWPORT BEACH
I, Leiiani 1. Brown, City C!8rk of the City of Newport Beach, California, do hereby certify that the
whole number of memibers of the City Cooncil 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 Eegulady held on the E'' play of January, 2016, and t.' at the
sine was so passed and adopted icy the f Bowing vote, to +t it.
AYES: Council Member Peotter, Council Member Duffield, Council Member 'relic%.
Council Member Curry, Council Member Metros, Mayor faro Tern Muldoon,
Mayor Dixon
NAYS: None
IN WITNESS WHEREOF, I Neve hereunto subscribed ray name and affixed the official seat of
said City this 71" stay of January. 2016,
j r
aj� rd Q
City Clerk
Newport leach, California
(Seal)
19-98
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 I.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 Chive, 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 RECITAI-5:
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
Page Y of 12
19-99
COOPERATIVE AGREEMENT NO, C-6-1480
1 WHEREAS, AUTHORITY will periodically update the Renewed Measure M2 Eligibility Guidelines
2 - Local Agency Preparation Manual and the CTFP Guidelines whereby the most recent update Is
3 Incorporated herein by reference; and
4 WHEREAS, AUTHORITY and CITY agree that M2 funding is subject to CITY fulfilling
5 M2 eligibility requirements; and
6 WHEREAS, AUTHORITY and CITY agree that PROJECT must adhere to the CTFP Guidelines
7 precepts except where specific more detailed instruction is provided through Project V Guidelines or
8 within this Cooperative Agreement; and
9 WHEREAS, CITY intends to execute a grant subreciplent agreement with Newport Beach Trolley
10 whereby Newport Beach Trolley will be the service provider to administer, operate, maintain and manage
11 the PROJECT and the CITY will act as a pass-through agency for administering annual reimbursements
12 and AUTHORITY required data consistent with the program guidelines: and
13 WHEREAS, CITY's fixed -route trolley service Is open to the public, and fully accessible for
14 persons with disabilities, in compliance with the Americans with Disabilities Act, and
15 WHEREAS, AUTHORITY'S BOARD has agreed to provide Project V funding for PROJECT for
16 up to seven (7) years in the amount not -to -exceed Six Hundred Eighty -Five Thousand Four Hundred
17 Fifty -Four Dollars ($685,454), and AUTHORITY and CITY agree that the capital amount to be provided
18 by AUTHORITY is Five Hundred Seven Thousand Eight Hundred Seventy -One Dollars ($507,871) and
19 the annual operating subsidy shall be provided consistent with operating statistics as defined in the
20 Project V Guidelines in the amount of One Hundred Seventy -Seven Thousand Five Hundred Eighty -
21 Three Dollars ($177,583). and
22 WHEREAS, CITY has agreed to provide twelve percent (12%) local match of Sixty -Nine
23 Thousand Two Hundred Fifty -Five Dollars ($69,265) for capital costs and Twenty -Four Thousand Two
24 Hundred Sixteen Dollars ($24,216) for operating match for up to seven years In accordance with
25 Extfiblt B: City of Newport Beach Project V Estimated Funding Schedule subject to performance
26 requirements identified in Project V Guidelines and AUTHORITY funding limitations; and
pop 2 of 12
19-100
COOPERATIVE AGREEMENT NO. C-6-1480
I WHEREAS, this Cooperative Agreement defines the specific terms, conditions, roles and funding
2 responsibilities between AUTHORITY and CITY for PROJECT(s); and
3 WHEREAS, the AUTHORITY's BOARD approved this PROJECT on June 13, 2016; and
4 WHEREAS, CITY's Council approved this Cooperative Agreement on this -day of
5 2016;
6 NOW, THEREFORE, it is mutually understood and agreed by AUTHORITY and CITY as follows:
7 ARTICLE 1. COMPLETE AGREEMENT
8 A. This Cooperative Agreement, including any attachments incorporated herein and made
9 applicable by reference, constitutes the complete and exclusive statement of the term(s) and
10 condition(s) of this Cooperative Agreement between PARTIES and it supersedes all prior
11 representations, understandings, and communications. The invalidity in whole or in part of any term
12 or condition of this Cooperative Agreement shall not affect the validity of other terrn(s) or condition(s)
13 of this Cooperative Agreement. The above referenced Recitals are true and correct and are
14 incorporated by reference herein.
15 B. AUTHORITY's failure to insist on any instance(s) of CITY's performance of any term(s)
16 or condition(s) of this Cooperative Agreement shall not be construed as a waiver or relinquishment of
17 AUTHORITY's right to such performance or to future performance of such term(s) or condition(s), and
18 CITY's obligation in respect thereto shall continue in full force and effect. Changes to any portion of
19 this Cooperative Agreement shall not be binding upon AUTHORITY except when specifically
20 confirmed in writing by an authorized representative of AUTHORITY by way of a written amendment
21 to this Cooperative Agreement and issued in accordance with the provisions of this Cooperative
22 Agreement.
23 C. CITY's failure to insist on any instance(s) of AUTHORITY's performance of any term(s)
24 or condition(s) of this Cooperative Agreement shall not be construed as a waiver or relinquishment of
25 CITY's right to such performance or to future performance of such term(s) or condition(s), and
26 AUTHORITY's obligation in respect thereto shall continue in full force and effect. Changes to any
Page 3 of 12
19-101
COOPERATIVE AGREEMENT NO, C-6-1480
1 portion of this Agreement shall not be binding upon CITY except when specifically confirmed in writing
2 by an authorized representative of CITY by way of a written amendment to this Cooperative
3 Agreement and issued in accordance with the provisions of this Cooperative Agreement.
4 ARTICLE 2. SCOPE OF AGREEMENT
5 This Cooperative Agreement specifies the roles and responsibilities of both AUTHORITY and
6 CITY as they pertain to the subject and PROJECT addressed herein. Both AUTHORITY and CITY agree
7 that each will cooperate and coordinate with the other in all activities covered by this Cooperative
8 Agreement and any other supplemental agreements, including Letter Agreements, which may be
9 required to facilitate purposes thereof.
10 ARTICLE 3. RESPONSIBILITIES QE AUTHORITY
11 AUTHORITY agrees to the following responsibilities for PROJECT:
12 A. Upon Invoice, AUTHORITY shall provide CITY operating subsidy in the amount not -to -
13 exceed One Hundred Seventy -Seven Thousand Five Hundred Eighty -Three Dollars ($177,583) for up to
14 seven (7) years consistent with Exhibit B. Newport Beach Project V Estimated Funding Schedule.
is Operating subsidy will be no more than Nine Dollars ($9.00) per boarding consistent with Exhibit S or
16 eighty-eight percent (88%) of operations and maintenance costs whichever is lower.
17 B. AUTHORITY shall provide PROJECT funding for capital purchases in the amount not -to -
18 exceed Five Hundred Seven Thousand. Eight Hundred Seventy -One Dollars ($507,871)
19 C. AUTHORITY shall provide funding In accordance with the Board approved Revised
20 Project V Guidelines. Funding may be discontinued in the event that the Minimum Performance
21 Standards, as outlined in the Revised Project V Guidelines, are not met.
22 D. AUTHORITY shall provide sixty (60) days! notice to CITY that support for service will be
23 discontinued, in the event that the Minimum Performance Standards are not met afterthe first and second
24 year of service and not maintained every year thereafter.
25
26
Page 4 of 12
17-03APA
COOPERATIVE AGREEMENT NO. C-6-1480
1 ARTICLE 4. RESPONSIBILITIES OF CITY
2 CITY agrees to the following responsibilities for PROJECT:
3 A. CITY shall provide eligible local match funds in the amount of twelve percent (12%) of
4 required cost in accordance with Exhibit B: Newport Beach Project V Estimated Funding Schedule OR
5 the balance of net operations and maintenance costs after AUTHORITY has paid Nine Dollars ($9.00)
6 per boarding and inflated annually consistent with Exhibit B, whichever Is greater.
7 B. If CITY receives operating subsidy for PROJECT use from any other non -AUTHORITY
8 source, CITY will not invoice AUTHORITY for the amount received from the other non -AUTHORITY
9 source(s),
10 C. CITY shall notify AUTHORITY regarding any non -OCTA revenues received for
11 PROJECT, and AUTHORITY funds may not pay for services already supported through these
12 non -OCTA revenues.
13 D. CITY shall provide the AUTHORITY with actual Revenue Vehicle Miles, boardings, and
14 Operating and Maintenance Cost related to PROJECT service on a quarterly basis and other measures
is annually as Identified in the Revised Project V Guidelines,
16 E. CITY shall act as a pass-through agency for administering annual reimbursements and
17 AUTHORITY required data consistent with the program guidelines whereby Newport Beach Trolley as
18 party to a grant subreciplent agreement With the CITY will be the service provider to administer, operate,
19 maintain and manage PROJECT
20 F. CITY service shall meet minimum standard of six (6) boardings per revenue vehicle hour,
21 which must be achieved within the first twelve (12) months of operation and ten (10) boardings per
22 revenue vehicle hour Within twenty-four (24) months of operation and every year thereafter.
23 G. CITY shall provide separate and distinct cost accounting for all fixed route and special
24 event services.
25 H. CITY may request a time extension in accordance with the procedures Identified in the
26 CTFP Guidelines to use any operating funds not used and available at the end of the initial seven (7) year
Page 6 of 12
19-103
COOPERATIVE AGREEMENT NO. C-61480
I term.
2 1, CITY shall notify AUTHORITY of any non -AUTHORITY revenues received for PROJECT,
3 J. CITY shall include and identify any non -AUTHORITY or grant revenues received along
4 with any requirements associated with external fund sources for PROJECT in payment to AUTHORITY
5 for local match.
6 K. CITY shall invoice AUTHORITY within sixty (60) days to receive annual reimbursement
7 per Exhibit B: City of Newport Beach Project V Estimated Funding Schedule and consistent with
S Article 5 below.
9 ARTICLE 5. REQUEST FO ft REIMBURSEMENT
10 A. CITY shall contribute matching funds, as is specified within this Cooperative Agreement
11 in Article 4, Paragraph A, toward the actual costs of PROJECT.
12 B. CITY shall invoice AUTHORITY within sixty (60) days to receive annual reimbursement
13 per Exhibit 5: Newport Beach Project V Estimated Funding Schedule and shall provide supporting
14 documentation according to the payments procedures Identified in the CTFP Guidelines and incorporated
15 Into this Cooperative Agreement. CITY's invoice shall include allowable PROJECT costs incurred and
16 paid for by CITY consistent with PROJEC717s Scope of Work as identified In CITY's Community -Based
17 Transit/Circulators Project Application, attached hereto as Exhibit A and incorporated herein by reference.
18 The invoice submitted by CITY shall be signed by an authorized agent who can duly certify the accuracy
19 of the included information. Advance payments by AUTHORITY are not allowed.
20 C. The invoice shall be submitted on CITY's letterhead,
21 D. The invoice shall be submitted by CITY and in duplicate to AUTHORITY's Accounts
22 Payable Office. Each Invoice shall include the following Information.
23 a. Agreement Number C"6-1480;
24 b. The total of PROJECT expenditures shall specify the percent and amount
25 to be reimbursed which shall not exceed eighty-eight percent (88%) of the balance of net operations and
26 maintenance costs after AUTHORITY has paid Nine Dollars ($9.00) per boarding, in accordance with
pwo 6 of 12
19-104
COOPERATIVE AGREEMENT NO. C-6-1480
1 Exhibit B: Newport Beach Project V Estimated Funding Schedule. In addition, if CITY receives operating
2 subsidy from any other non -AUTHORITY source for PROJECT use, CITY shall not invoice OCTA for the
3 amount received from the other non -AUTHORITY source(s). Supporting documentation for all expenses
4 must be provided including invoices.
5 C. Adequate detail describing all work completed,
6 d. Documentation providing evidence that the contractor has been paid by
7 CITY.
8 e. Each invoice for operation and maintenance subsidy shall Include the
9 following operating statistics for the fiscal year (July 1 through June 30) to date: Revenue Vehicle Hours,
10 Total Boardings, Boardings per Revenue Vehicle Hour, Operating Costs, Net Operating Costs (Costs
11 less fares), Reimbursement per Net Operating Costs, and Reimbursement per Boarding.
12 f. Certification signed by CITY or his/her designated alternate that a) The
13 invoice is a true, complete and correct statement of reimbursable costs and progress; b) The backup
14 Information included with the invoice is true, complete and correct in all material respects; c) All payments
is due and owing to subcontractors and suppliers have been made, d) Timely payments will be made to
16 subcontractors and suppliers from the proceeds of the payments covered by the certification and; e) The
17 invoice does not include any amount which CITY intends to withhold or retain from a subcontractor or
18 supplier unless so Identified on the Invoice.
19 9. Such other Information as requested by AUTHORITY.
20 E. Total payments shall not exceed the Funding Amount specified in Article 3, Paragraph A.
21 F. CITY shall submit final invoice no later than one hundred eighty (180) days after
22 completion of PROJECT.
23 AR CLE fi, PE-LgGAIED AUTHORITY
24 The actions required to be taken by CITY In the Implementation of this Cooperative Agreement
25 are delegated to its Director of Public Works, or his/her designee, and the actions required to be taken by
26 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.
M-nQLE 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 Willing 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 S. INDEMNIFICATION
A. To the fullest extent permitted by few, 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 01ndemnified Partiee), from
and against any and all liabilities, actions, suits, claims, demands, losses, costs, judgments, arbitration
Fags a of 12
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COOPERATIVE AGREEMENT NO. C-6-1480
1 awards, settlements, damages, demands, orders, penalties, and expenses Including legal costs and
2 attorney fees (collectively "Claims"), Including but not limited to Claims arising from Injuries to or death of
3 persons (AUTHORITY's employees included), for damage to property, including property owned by CITY,
4 or from any violation of any federal, state, or local law or ordinance, alleged to be caused by the negligent
5 acts, omissions or willful misconduct of AUTHORITY, its officers, directors, employees or agents In
6 connection with or ar►sing out of the performance of this Cooperative Agreement.
7 C. The Indemnification and defense obligations of this Cooperative Agreement shall survive
8 Its expiration or termination,
9 ARTICLE 9. ADDITIONAL PROVISIONS:
Iii PARTIES agree to the following mutual responsibilities:
11 A. Terre of Agreement This Cooperative Agreement shall continue in full form and effect on
12 an annual basis, subject to meeting minimum performance standards of ridership or December 31, 2023,
13 whichever is earlier. This Cooperative Agreement may only be extended upon mutual written agreement
14 by both PARTIES.
16 B. Terminatio; : AUTHORITY may terminate this Cooperative Agreement at any time for
16 any reason following sixty (60) days' written notice to CITY.
17 C. Teapiadgn for Convenience: Either PARTY may terminate this Cooperative Agreement
18 for its convenience by providing sixty (60) days` prior written notice of its intent to terminate for
19 convenience to the other PARTY.
20 D. Amendments: This Cooperative Agreement may be amended in writing at any time by the
21 mutual consent of all PARTIES. No amendment shall have any force or effect unless executed in writing
22 by all PARTIES.
23 E. PARTIES shall comply with all applicable federal, state, and local laws, statues,
24 ordinances and regulations of any govemmentai authority having jurisdiction over PROJECT.
25 E. Legal Aut_horlty: PARTIES hereto consent that they are authorized to execute this
6 Cooperative Agreement on behalf of said PARTIES and that, by so executing this Cooperative
Page sot 12
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COOPERATIVE AGREEMENT NO. C-6-1480
I Agreement the PARTIES hereto are formally bound to the provisions of this Cooperative Agreement
2 G. Severability If any term, provision, covenant or condition of this Cooperative Agreement
3 is held to be Invalid, void or otherwise unenforceable, to any extent, by any court of competent jurisdiction,
4 the remainder of this Cooperative Agreement shall not be affected thereby, and each term, provision,
5 covenant or condition of this Cooperative Agreement shall be valid and enforceable to the fullest extent
6 permitted by law.
7 H. Counterparts of -Agreement This Cooperative Agreement may be executed and delivered
8 in any number of counterparts, each of which, when executed and delivered shall be deemed an original
9 and all of which together shall constitute the same agreement. Facsimile signatures will be permitted.
10 1. Force Majeure: Each of the PARTIES shall be excused from performing its obligations
11 under this Cooperative Agreement during the time and to the extent that it Is prevented from performing
12 by an unforeseeable cause beyond its control, including but not limited to; any Incidence of fire, flood;
13 acts of God; commandeering of material, products, plants or facilities by the federal, state or local
14 government; national fuel shortage; or a material act or omission by the other PARTY. when satisfactory
is evidence of such cause is presented to the other PARTY, and provided further that such nonperformance
16 Is unforeseeable, beyond the control and Is not due to the fault or negligence of the PARTY not
17 performing.
18 J. Assignment: Neither this Cooperative Agreement, nor any of the PARTIES' rights,
19 obligations, duties, or authority hereunder may be assigned in whole or In part by any PARTY without the
20 prior written consent of the other PARTIES In their sole and absolute discretion. Any such attempt of
21 assignment shall be deemed void and of no force and effect Consent to one assignment shall not be
22 deemed consent to any subsequent assignment, nor the waiver of any right to consent to such
23 subsequent assignment
24 K. Governing L@w,' The laws of the State of California and applicable local and federal laws,
25 regulations and guidelines shall govern this Cooperative Agreement.
26 L. I-Itication 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 attorneys 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 Wo" Director
Contracts Administrator
949-644-3319
Tel: 714-560-5644
mvukojevic@newportheachca.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 A signa: 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 be made effective upon execution by both PARTIES.
IN WITNESS WHEREOF, the PARTIES hereto have caused this Cooperative Agreement
No. C-6-1480 to be executed on the date first above written,
CITY OF NEWPORT BEACH ORANGE COUNTY TRANSPORTATION
AUTHORITY
By:
Diane B. Dixon
Mayor
ATTEST:
By.
Lellan! 1. Brown
City Clerk
APPROVED AS TO FORM,
By: 17,41 /IV
X*,--,
Aaron C. Harp NgA
City Attorney
Dated: I t I 1'q I I q
By:
Darrell Johnson
Chief Executive Officer
APPROVED AS TO FORM
By:
James Donich
General Counsel
APPROVAL RECOMMENDED:
By:
Kla Mortezavi
Executive Director, Planning
Dated:
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Fimrol
Bxhlbit A
Carr ML n ity-Eased Tiansit/Chm lefts Rioject Ap p lic action
19-111
Project V - Community-Based Trans it/C1 rcu I ators
CITY OF NEWPORT BEACH
Balboa iVillage Shuttle Program
m
Submitted to.
Sam iiaur, Section Manager, Local Prngrarns
Orange County Transportation Authority
600 S. Milan Street, :2'"' Roar Punning
Orange, CA 92863
Submitted by:
Brenda Wisneski, AICP, Deputy Community Development Director
City of Newport Beach
100 Civic Center Drive
Newport Beacb, CA 92660
February 2, 2016
19-112
TABLE OF CONTENTS
Community -Based Transit/Circulators Project Application
Application Narrative
Attachments;
1.. Balboa Peninsula Shuttle/Trolley Feasibility Study
2. City Council Resolution
. Hoag Hospital Lease Agreement
4. Operations Plan
5. Analysis of Project V Scoring
19-193
Orange County
Transportation Authority
OCTA
PROJECTV
Commun4-Based Transit/Circulators Project Application
Form
I. APPLICANT INFORMATION
Agency*
City of Newport Beach
Primary Contact Name-
Brenda Wisnesk!
Title / Department.,
Deputy Community Development Director
JPhone-
1(949) FA4-3297
lEmail:
18win eskitS nMMrtbegqb0.gov
111. PROIECT 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.
ill. MINIMUM ELIGIBILITY
YES/N0
A.
Applicant eligible to receive M2 funding?
E) y 0 N
B.
Meet any one of the folkywing:
Proposed project In Go Local Planning and/or 2011 Transit
Study, or Supports Goats of Sustainable Communities Strategy?
[a y 0 N
C.
Isupplement rather than supplant existing transit services?
0 y 0 N
D.
JProjects meet ADA requirements?
0 Y 0 N
E.
JFinancial plan for ongoing operations & maintenance?
(3 Y El N
F.
Project approved by City Council and partner jurisdictions?
0 Y C3 N
G.
Local funding meets minimum 10% match requirement?
(a y 0 N
I.
Applicant agrees to adhere to applicable FTA requirements? 10
Y 0 N
V. COST EFFECTIVENESS
Operating Cost per Boarding Opening Year: I$ 5.80
Annualized Operating & Capital Cost per Passenger: I $ 12.03
VI. PRC 3ECT READINESS
Opening Year I By 2017 1 Ph inning and Environmental Complete
(V -It C -0 k-M—UNITY CONNECTIONS --- -- - ---- --
Retail Center(s)
Major Employmnet Center(s)
Connections to Existing Service
II. FUNDING SUMMARY
Total Project Cost- $ 772,510.00
Capital Funding: $ 490,192.00
Operating Reserve* $ 282,310.00
Applicant Match Rate- capital 12%
Describe Source of Agency Funds:
Balboa Village Area Benefit Fund (created to
collect parking fee revenues)
Level of Commitment. mmitment Lettell
Name of non applicants: Hoag Hospital
CHECKLIST (guidelines)
Complete Application
Operating incentive (4.0)
0 Commitment to 10 blrvh
ED Agree to collect 0 & M data qu
Meets Minimum Eligibility (6.0)
funding Plan (8.0)
Q O&M/Capital Financials
0 Funding Needs
ED Match Funding Availability
9) Funding Assurances
0 Partnership Arrangements
ED Project Development Schedule
ED O&M Facility Management
[a Service coordination Plan
Financials (9.1)
Council Resolution (9.3.1)
Lease/Cost Agreements (9.3.2)
Project Documentation (9.3.3)
Operations Plan (9.3.4)
0 Route Map wl existing transit s
0 Draft Time Table
R) Headways
17,71 SW Location Listing
Cl Summary of Vehicle Types
(a Speed Profile
M Fleet Size
Updater 11/19/201$
19-114
09
F11Application
Page 2
OCTA
PROJECTV
Community -Based Transit/Circulators Project Application
Form
VIII. FIXED -ROUTE BUS/RAIL CONNECTIONS
Number of fnd-route connections Win 1/4 mII0__F_ 3
VIV. TRANSIT USAGE
Projected Average Daily Boardings la Year,
(total annual hoardings/annual operating days) 437
X. LOCAL REGIONAL BENEFITS (OPENING YEAR)
Planned Employment Densities per Sq. Mile:
12,170
Planned Population Densities per Sq. Mile:
10,645
Projected Annual Visitors Served by Seasonal Route-
Well over 500,000
XT. SPECIAL EVENT
TRANSIT
Description(s)
Shuttles may also be used for Holiday Boat Parade and
Newport to Ensenada Yacht Race. Project costs do not
reftect 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
(Ila all applicable
w1description):
The City operates a transportation service for seniors for accessing medical
appointments, shopping, essential errands, and the Senior Center.
I herby certify that the inAwwtva provided herein this form is accurate and
con§Wnt with accompanyIng dbaffnentabbn. I further certify that the above
bn and that awarded funds will
—42_6 &
DO
AGENCY
City of Newport Beach
XIII. ADDITIONAL COMMENTS
)The proposed service Will operate on 10
weekends in the summer plus 4th of 3uly
: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
LWAM4 11119/2015
4
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Project V - Community -Based TransitiCirculators
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 bodysuffing 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 Counclimembers (currently Mayor Diane Dixon and
Counclimember Tony Petros) and representatives from the residential and business community.
19-116
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 signageAmprovements. Install wayfinding signage to off-site parking lot,
Memorial
Day 2017 Service Beginsfl
Operations Plan
The detailed Operations Plan Is provided at Attachment S. 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
9arn 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 7
Seventeen of the stops are current OCTA steps that would only require a new sign during the
summer for the trolley. Three stops would be now: these are italicized in Table 1. OCTA twine
71 operates northbound on Balboa instead of Newport b hveen 3"' and 32"" Streets. If the
shuttle followed this route,, existing sups could be used at 23"'' end 2814 Streets.
Table I
Proposed Stops
louthboun,d Maps `
Northbound Stops':
#aap ! ovvor Lot
Oceanfront - Palm
Hospital & Hoag EB
Balboa oronado
Newport Short
Balboa P. 8f�»»»»,»
Newport & 28'"
Balboa & 12�"
Newport & 2V
Balboa & 16
Balboa.19�"
Balbcaa 2
etbae 1 "�
Ne port & 2P-�
Balboa & 11 '
.�
Newpoo & 26,
Balboa & 8"'
Newport & Finlay
Balboa & Coronado
Hospital & Hoag WS
Oceanfront - Palm
Hoag Lower Lot
Notem Stops to italics are new Stops,
Ridership Estimate
Ridership estimates are based upon summer 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 service in 2002. For the purposes of this estimate, 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 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 43.3 revenue hours, the resulting daily ridership
estimate is 437.
Funding Plan
The relationship between the City and operator will be Important to ensure a high quality of
service while minimizing costs.
Operating Cost
Operating costs Include the costs incurred by the contractor to operate the shuttles and
maftting costs, The total vehicle cost Is expected to total $100 per revenue hour. Based on
discussions with the Professional Parking, the contractor for the Dana Point Trolley, operation
costs for the driver of the trolley equals $31 ]hour. Therefore, for the purpose of this application,
it Is assumed operation costs would be $31/hour and capital costs would be $691hour.
Estimated daily revenue hours are 43.3, or 9093 annual revenue hours.
Operating cost is based on a unit cost of $31 per revenue hour. Four vehicles are
required to operate the service, and a fifth vehicle would be in reserve.
Marketing is estimated to be $25,000 in the first year and $10,000 in later years,
consistent with the Project V Guidelines.
Operating costs per boarding in the first year would be $5.79.
Table 2
Operating Costs
04M of
0.6'.
Polly
AhriUAI
Riders,
Revenue
Hour..
Rider's.
OperafiY
C
A o�t
Hourp
AL311hti. r
10 Saturdays
10 Sundays
43.3
437
909.3
9,177
$28.188
e of July
19-11.9
_Q92ital Costs
Capital costs include the contracted shuttle service (includes vehicle and maintenance), Signage
and marketing. Capital costs annualized over a seven year period would be $12.16 per
boarding,
Shuffle —As stated above, based on discussions with the operator of the Dana Point Trolley,
capital costs may be assumed to be $691revenue hour,
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 a new bus stop was listed as $8,000 In the original Project V cost
estimates, and new signs at existing stops are estimated at $1,000. The one-time capital
cost would be: 3 * $8,000 + 17* $1,000 = $41,000 for bus stops. In addition, effective
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
Capital Costs
A Acbstll
.. .............
Vehicles 909.3 Revenue Hours $69) $62,742
$62,742
Signage $51.000
V
Total_ Capital Costs $113,742
$62,742
Pro -gram Cost Sharg
Table 4 summarizes 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 to collect parking fee revenues from the area for enhancing
or supplementing services In the area. Approximately $350,000 is collected annually for the
Area Benefit Fund, which is more than adequate for the City's contribution, as well as
unanticipated project costs.
While not part 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 on their campus which offers 225 parking spaces. This public-private partnership is
a tremendous benefit to the project.
19-120
Table 4
r-nsts and Cost Snilt
txtsst
Total
OCTA
sit ie
Match Funding Capital
City Sham
Nofes:
Level of Commitments from Non -applicant
Ff R; YF-JkIWOPOTt
6
Operating Costs
$28,188
$25,369
Annualized Operating and Capital Cost per Passenger
$2,819
$9 per /boarding or 90%
of operating costs OCTA,
whichever is less
Marketing
$25,000
$22,600
Phase Readiness (Planning, facility, no RIW needed)
$2,600
Per Project V Criteria
Capital Costs
$113,742
$100,093
# of Fixed -Route Bus/Rail Connections within'/ mile
$13,649
12% City Match
Total Costs First Year
$166,930
1 $147,962_
Employment Densities
$18.968
11.3% City Match
. ... ......
Population Densities
-Y 2* CQSTS
4
Annual Visitors Served
Operating Costs
$28,188
$25,369
$2.819
$9 per /boarding or 90%
of operating costs OCTA,
whichever is less
Marketing Costs
$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
TOT&PAOJECT COSTS, -
7 -Year Project Costs
$772',510
1 $685,454
$87,056
11.3% City Match
Scoring Criteria
To facilitate review of the subject application, further details are provided in Attachment 6 as
they pertain to each scoring criteria, Based on our assessment of the criteria, the City's
application may be scored as presented in Table 5,
Table 5
Abtlication Scorina
10
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Possible SbdN
Score
Match Funding Capital
10
2
Level of Commitments from Non -applicant
5
6
Operating Cost per Boarding, Opening Year
10
10
Annualized Operating and Capital Cost per Passenger
10
6
Estimated Opening Year
10
16
Phase Readiness (Planning, facility, no RIW needed)
10
10
Connections
10
8
# of Fixed -Route Bus/Rail Connections within'/ 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
I
I
Combining Local and Regional Resources
I
I
Currently Operated Community Based Services — Shuttles
1
0
10
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Criteria, S64i.
Currently Operated Community Based Services - Vans 1
TOTAL 100
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
IE
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Attachment 1
Balboa Peninsula Shuttle Trolley Feasibility Study
92
99-923
City oNewportBeach
00.0
Feasibility Study
Final Report
Prepared for the City of Newport Beach b
Dan Boyle & Associates, Inc.
October 8, 201
13
19-124
1. Introduction
This study assesses the feasibility of a shuttleltrolley 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 Deno 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 6 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.
14
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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 Rodhelm, 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 post 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
is
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Balboa Peninsula ShuttlelTrol/ay 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 Avian 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 151' 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 car to 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 mast -cited reason for failure of past efforts was the vehicle. School
buses will not attract ridership. If tate 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 Mlle, 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 puss for visitors and an evening pass for
accessing restaurants and bars on an extended shuttle network.
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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 well4ocated 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 17th Street & Pomona Avenue in Costa Mesa (outlined in
red).
B. Hoag Health Center at 540 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)
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Final Report
Figure 9
`sable i summarizes advantages and disadvantages es of each of the six locations in terms of the
criteria defined above. Approximate number of spaces and current cent are also included in the
table.
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Balboa Peninsula Shuttle/Trolley Feasibility Study Final Report
Table I
Evaluation of OffsIts Parking Locations
Location C (Hoag Hospital) Is very Visible from Newport Boulevard, is accessible with only one
turn from Newport, and has a parking structure. There is a well-defined path in and out of this
location and a potential stop location adjacent to the parking structure. Some turns would be tight
for a larger vehicle. Fieldwork indicated that traffic on the hospital grounds is light on a summer
Saturday. The major disadvantage Is that it is unlikely that Hoag Hospital would grant approval
for access to this site, according to hospital personnel.
Location 8 (Hoag Health Center at 500 Superior Avenue) is not visible from Newport Boulevard
and requires a right and then a left turn to access this location.. There are two parking structures,
with a small ca% In between them, and the Health Center Is well -signed from Superior Avenue.
Hoag Hospital personnel indicated that this location was used as a base for shuttle service to the
Balboa Peninsula in the past. The Health Center is not staffed on weekends, so there are no
parking or traffic conflicts. There Is a well-defined path In and out of this location (circling the
parking structures), and the cafd area provides a convenient waiting area. There Is room for
multiple shuttle vehicles at this location. Availability is likely, but has not yet been confirmed.
Location A (the lot at West 171h Street & Pomona Avenue) is close to but not visible from Newport
Boulevard. Drivers can reach the lot with only one turn. It is not staffed, and it is unclear whether
visitors would feet comfortable leaving their cars there for the day. Access to the 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 Street east of Tustin Avenue behind Jack Shrimp) along
Mariners Mile is an open, unstaffed lot. It requires two or three turns from Newport Boulevard to
access. The lot Is owned by the City and Is underused. As with the lot at West 171 & 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,
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x}aty
Q.,
"'Avali b
A 171h &
Good
Poor — unstaffed lot
Unknown — no access
Poor
Free
60
No
Pomona
on side street
during fieldwork
8 Hoag Health
Fair
Good — parking
Likely
Poor
Unknown
Over 200
No
Center
structure
C Hoag Hospital
Excellent
Good — parking
Unlikely
Excellent
$5 to $8
Over 200
No
structure
D Avon
Poor
Poor — unstaffed lot
not visible from street
Available
Poor
Free
I
108
Yes
E Hoag Hospital
Fair
Fair --unstaffed lot
Possible
Poor
Free
Over 100
No
Lower Lot
Visible from street
F Coast Hwy &
Fair
Fair — unstaffed lot
Available
Poor
Free
52
Yes
Superior .,
visible from street
Location C (Hoag Hospital) Is very Visible from Newport Boulevard, is accessible with only one
turn from Newport, and has a parking structure. There is a well-defined path in and out of this
location and a potential stop location adjacent to the parking structure. Some turns would be tight
for a larger vehicle. Fieldwork indicated that traffic on the hospital grounds is light on a summer
Saturday. The major disadvantage Is that it is unlikely that Hoag Hospital would grant approval
for access to this site, according to hospital personnel.
Location 8 (Hoag Health Center at 500 Superior Avenue) is not visible from Newport Boulevard
and requires a right and then a left turn to access this location.. There are two parking structures,
with a small ca% In between them, and the Health Center Is well -signed from Superior Avenue.
Hoag Hospital personnel indicated that this location was used as a base for shuttle service to the
Balboa Peninsula in the past. The Health Center is not staffed on weekends, so there are no
parking or traffic conflicts. There Is a well-defined path In and out of this location (circling the
parking structures), and the cafd area provides a convenient waiting area. There Is room for
multiple shuttle vehicles at this location. Availability is likely, but has not yet been confirmed.
Location A (the lot at West 171h Street & Pomona Avenue) is close to but not visible from Newport
Boulevard. Drivers can reach the lot with only one turn. It is not staffed, and it is unclear whether
visitors would feet comfortable leaving their cars there for the day. Access to the 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 Street east of Tustin Avenue behind Jack Shrimp) along
Mariners Mile is an open, unstaffed lot. It requires two or three turns from Newport Boulevard to
access. The lot Is owned by the City and Is underused. As with the lot at West 171 & 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,
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Balboa Peninsula ShuttlelTrolley 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 S +Irreyis a % quay
Figure 2
Final Repod
Dan Boyle & Asso£a� »$ Inc, Page #
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Balboa Peninsula ShvUl&1rrolley Feasibility Sludy
Final l pporl
Two additional route options were suggested in stakeholder interviews_ These options, shown in
Figures 3 and 4, fire not oriented toward parking for summer dray visitors and night be considered
as options for future extensions. These routs are very different:
The route in dark green (Figure ) is very short (ender two miles round-trip) and connects
Lido farina pillage With € e part Bier;
The route in pink (Figure 4) is an expansive route connecting Balboa Pier vrith Mariners
Mile, Fashion Island, and various hotels and resorts,
Figure 3
Route Options Not Oriented toward Day Visitors; Lido Marina Village -Newport Pier
Den Boyle & Associates, Inc.
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Balboa Peninsula ShuiflelT" oll'ey 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
& 1711, & Pomona
4.1
4,3
8.4
16
3,9
7.5
Center
C. Hoag Hospital
3,2
3.4
6,6
D. Avon
3.4
i 3.4
5,8
E. Hoag Lower Lot
2,9
3,7
6,6
Coast Hwy,&
3,6
3,9
7.5
Sueerior
Udo Marina
I
0,8
.O
HotelfResort Loop
14.8
12,1
26.9
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Balboa Peninsula ShuttWrrolley Feasibility Study
61 Schedules
Fine) 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 B 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 10and ll 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
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 17t4 & Pomona option and lowest for the Hoag
Hospital and Lower Lot options. The 1701 & 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 lot to
the arrival of the last bus at the parking lot.
S. Ridership Estimate
Ridership estimates are based upon summer 2015 ridership to date in Dana Point and San Juan
Capistrano (excluding special events and the 41h 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 1/5 of the Laguna Beach Summer Festival Trolley
Dan Boyle & Associates, Inc. page 11
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Piequ.
--_-------------
� D J
'"A onuali
V
A. 171" & Pomona
16; occa12sional
10 am -7:41 pm
38.0
769.3
5
B. Hoag Health
15 (20 first
10 am -7:32 pm
32.1
641.0
4
Center
hour)
I
15 (20 first
C. Hoag Hospital
hour);
10 am -7:29 pm
31.9
637.0
1
occasional 12
D. Avon
15 (20 first
hour
10 am -7:31 pm
32,0
639.7
4
E. Hoag Lower
15 (20 first
10 am -7:30 pm
31.9
638.3
4
Lot
hour
F. Coast Hwy &
15 (20 first
10 am -7:35 pm
33.0
6W.0
4
Superior
hourl, .
I
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 17t4 & Pomona option and lowest for the Hoag
Hospital and Lower Lot options. The 1701 & 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 lot to
the arrival of the last bus at the parking lot.
S. Ridership Estimate
Ridership estimates are based upon summer 2015 ridership to date in Dana Point and San Juan
Capistrano (excluding special events and the 41h 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 1/5 of the Laguna Beach Summer Festival Trolley
Dan Boyle & Associates, Inc. page 11
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Balboa Peninsula ShuttlelTrolley 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
shuttlettrolley. 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 an summer Saturdays and
Sundays.
Table 4
Cost and Ridership Estimates
*Ys Of
Op�YatianRevenue
Drily
AnnualD
Riders-
Revenue111�em'`operating
Hours
Houm
Cost
10 Saturdays
32.0
320
640
6,380
$64,000
10,Sunda ys
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Balboa Peninsula ShuttleIrrolley 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 seasonaYspecial 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
a Software
o Communications equipment
a 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.
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Balboa Peninsula Shuttleirrolley Feasibility Study
Table 5 summarizes Project V funding for successful eligible projects.
Table 5
Project V Funding
Final Report
cito
tltl'9
Applications with local funding greater
Capital
90 percent
than 10 percent are eligible for
additional point scorInR
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 hoardings 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.
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Balboa Peninsula ShuttlelTralley 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
10:60 AM
0:10
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 A 5 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
12:20 PM
12:20 PM
12:31 PM
12:42 PM
0:18
12:15 PIVI
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
1:34 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
210 PM
0:10
1:48 PM
1-59 PM
2:10 PM
2:10 PM
221 PM
2:32 PM
0:13
2-00 PM
2:11 PM
2:22 PM
2-22 PM
2:33 PM
2:44 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
2AI PM
2:52 PM
2:52 PM
3-03 PM
3:14 PM
0:10
2:45 PM
2:56 PM
3:07 PM
3:07 PM
3.18 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
OW
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
4:12 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
4:37 PM
4,37 PM
4:48 PIVI
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
5:15 PM
5:26 PIM
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
614 PM
0,16
5:45 PM
5:56 PM
6!07 PM
6:07 PIM
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 PIVI
6,48 PM
6:59 PM
6:30 PM
6:41 PM
6:52 PM
6:52 PM
7:03 PM
7:14 PM
6:45 PM
6:56 PM
7.07 PM
7:07 PM
7:18 PM
7:29 PM
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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
10A0 AM
10:48 AM
10:56 AM
10.56 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
012
11:15 AM
11:23 AM
11:31 AM
11:31 AM
11:39 AM
11:48 AM
0:12
1130 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
12:47 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
1:06 PM
1:06 PM
1:17 PM
1:30 PM
0-15
1:00 PM
1:11 PM
1:23 PM
1:23 PM
1:34 PM
1:47 PM
0:13
1:15 PM
1:26 PM
1-38 PM
1:38 PM
1:49 PM
2:02 PM
0:13
1:30 PM
1:41 PM
1:53 PM
1:53 PM
2.04 PM
2:17 PM
0:13
1:45 PM
1.56 PM
2:08 PM
2:08 PM
2:19 PM
2:32 PM
0:13
2,,00 PM
2:11 PM
2-23 PM
2:23 PM
2.34 PM
2:47 PM
0:13
2:15 PM
2:26 PM
2:38 PM
2:38 PM
2:49 PM
3:02 PM
0,13
2:30 PM
2:41 PM
2:53 PIVI
2:53 PM
3:04 PM
3:17 PM
0-13
2,45 PM
2:56 PM
3:08 PM
TO PM
3,19 PM
3:32 PM
0:13
3:00 PM
3:11 PM
3:23 PM
123 PM
3.34 PM
3:47 PM
0,13
3:15 PM
3:26 PM
3:38 PM
3:38 PM
3:49 PM
4:02 PM
0:13
3:30 PM
3:41 PM
3.53 PM
3:53 PM
4:04 PM
4:17 PM
0-13
3:45 PM
3:56 PM
4:08 PM
4:08 PM
4:19 PM
4:32 PM
0:13
4:00 PM
4:11 PM
4,23 PM
4:23 PM
4:34 PM
4:47 PM
0:13
4:15 PM
4:26 PM
4:38 PM
4:38 PM
4-49 PM
6:02 PM
0:13
4:30 PM
4:41 PM
4:53 PM
4:53 PM
5:04 PM
6:17 PM
0,13
4:45 PM
4,56 PM
5.08 PM
5:08 PM
5:19 PM
5:32 PM
0,13
5:00 PM
611 PM
5:23 PM
5.23 PM
5:34 PM
5:47 PM
0:13
5:15 PM
5:26 PM
5:38 PM
5-38 PM
5:49 PM
6:02 PM
0:13
5:30 PM
5:41 PM
5:53 PM
5:53 PM
6:04 PM
6:17 PM
0:13
5:45 PM
5:56 PM
6:08 PM
6.08 PM
6:19 PM
6:32 PM
0:13
6:00 PM
6:11 PM
6:23 PM
6:23 PM
6:34 PM
6:47 PM
6:16 PM
6:26 PM
6:38 PM
6:38 PM
6.49 PM
7:02 PM
6*30 PM
6AI PM
6:53 PM
6:53 PM
7:04 PM
7:17 PM
6:45 PM
6:56 PM
7:08 PM
7:08 PM
7:19 PM
7:32 PM
Dan Boyle & Associates, Inc. Page 16
29
19-140
Balboa Peninsula ShuttlwTroftey 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
1011 AM
10:19 AM
10:19 AM
10:27 AM
10:39 AM
12:06 AM
10:15 AM
10:26 AM
10,34 AM
10:34 AM
10:42 AM
10:54 AM
12:06 AM
10:30 AM
10.41 AM
10:49 AM
10:49 AM
10:57 AM
11:09 AM
12:06 AM
10.45 AM
10:56 AM
11:04 AM
11:04 AM
11:12 AM
11:24 AM
12:06 AM
11:00 AM
11:11 AM
11:19 AM
11:19 AM
11:27 AM
11:39 AM
12:06 AM
11:15 AM
11:26 AM
11:34 AM
11:34 AM
11:42 AM
11:54 AM
12:06 AM
11:30 AM
11:44 AM
11:53 AM
11.53 AM
12:03 PM
12:18 PM
12:12 AM
11:45 AM
11:59 AM
I2:08 PM
12:08 PM
12:18 PM
12:33 PM
12:12 AM
12:00 PM
12:16 PM
12:26 PM
12:26 PM
12:37 PM
12:53 PM
12:07 AM
12:15 PM
12:31 PM
12:41 PM
12:41 PM
12:52 PM
1:08 PM
12:07 AM
12:30 PM
12:46 PM
12:56 PM
12:56 PM
1:07 PM
1:23 PM
12:07 AM
12:45 PM
1:01 PM
1:11 PM
1,11 PM
122 PM
1,38 PM
12:07 AM
1:00 PM
1:16 PM
1:27 PM
1:27 PM
1:38 PM
1.55 PM
12:05 AM
1:15 PM
1:31 PM
1:42 PM
1:42 PM
1,53 PM
2:09 PM
12:06 AM
1:30 PM
1:46 PM
1:57 PM
1:57 PM
2:08 PM
2.24 PM
12:06 AM
1:45 PM
2:01 PM
2:12 PM
2:12 PM
2:23 PM
2:39 PM
12:06 AM
2:00 PM
2:16 PM
2:27 PIVI
2:27 PM
2:38 PM
2.56 PM
12:04 AM
2:15 PM
2:31 PM
2-42 PM
2:42 PM
2:53 PM
3:11 PM
12:13 AM
2:30 PM
2:46 PM
2:57 PM
2:57 PIVI
3:08 PM
3.26 PM,
12:10 AM
2:45 PM
3,01 PM
3:12 PM
3.12 PM
3:23 PM
3:41 PM
12:07 AM
3:00 PM
3:16 PM
3:27 PM
3:27 PM
3:38 PM
3:56 PM
12.04 AM
3:12 PM
3:28 PM
3:39 PIVI
3:39 PM
3:50 PM
4:08 PM
12:07 AM
3:24 PM
3:40 PM
3:511 PM
3:51 PM
4:02 PM
4:20 PM
12:10 AM
3:36 PM
3:52 PM
4:03 PM
4:03 PM
4:14 PM.
4:32 PM
12:13 AM
3-48 PM
4:04 PM
4:15 PM
4:15 PM
4-26 PM.
4:44 PM
12:16 AM
4:00 PM
4.16 PIVI
4:27 PM
4.27 PM
4:38 PM
4:56 PM
12*16 AM
4:15 PM
4:31 PM
4,42 PM
4:42 PM
4:53 PM
5:11 PM
12:13 AM
4:30 PM
4:46 PM
4:57 PM
4:57 PM,
5:08 PM
5.26 PM
12.10 AM
4:45 PM
5:01 PM
5:12 PM
5:12 PM
5:23 PM
5.41 PM
12:07 AM
5:00 PM
5:16 PM
5:27 PM
6:27 PM
5:38 PM
5:56 PM
12:04 AM
5:12 PM
528 PM
5-39 PM
6:39 PM
5:50 PM
6:08 PM
12:07 AM
5:24 PM
5.40 PM
5:51 PM
5:51 PM
6:02 PM
6:20 PM
12:10 AM
5:36 PM
5:52 PM
6,03 PM
6:03 PM
6:14 PM
6:32 PM
12:13 AM
5:48 PM
6:04 PM
6:15 PM
615 PM
6:26 PM
6:44 PM
6:00 PM
616 P.M
6.27 PM
6:27 PM
6:38 PM
6,66 PM
6:15 PM
6:31 PM
6:42 PM
6:42 PM
6:53 PM
7:11 PM
6:30 PM
6:46 PM
6:57 PM
6-,57 PM
7:08 PM
7:26 PIVI
6:45 PIVI
7:01 PM
7:12 PM
7;12 PIVI
7:23 PM
7-41 PM
Dan Bayle & Associates, Inc. Page 17
30
19-141
Bafta Paninsula Shutt/Wrrofley Feasibility Study Final Report
Schedule from Avon
Leave
Balboa
Arrive
Leave
Balboa
Arrive
Avon lot
& 15th
Balboa Pier Balboa Pier
& 16th
Avon lot
Layover
10:00 AM
10:08 AM
10:16 AM
10:16 AM
10:24 AM
10:31 AM
0:09
10,20 AM
10:28 AM
10.36 AM
10:36 AM
10:44 AM
10:51 AM
0:09
10:40 AM
10.48 AM
10:56 AM
10:56 AM
11:04 AM
11:11 AM
0:06
11:00 AM
11:08 AM
11:16 AM
11:16 AM
11:24 AM
11:31 AM
0*14
11:15 AM
11:23 AM
11:31 AM
11:31 AM
11.39 AM
11.46 AM
0.14
11:30 AM
11:40 AM
11:49 AM
11:49 AM
11.57 AM
12:09 PM
0:06
11:45 AM
11:55 AM
12,04 PM
12:04 PM
12:14 PM
12,24 PM
0.06
12:00 PM
12:12 PM
12:22 PM
12:22 PM
12.32 PM
12:43 PM
0:17
12:15 PM
12:27 PM
12:37 PIVI
12:37 PM
12A8 PM
12:58 PM
0:17
12:30 PM
12:42 PM
12:52 PM
12:52 PM
1.03 PM
113 PM
0:17
12:45 PM
12:57 PM
1,07 PM
1:07 PM
1:18 PM
1:28 PM
0:17
1:00 PM
1:11 PM
1:22 PM
1:22 PM
1-33 PM
1:45 PM
0:15
1:15 PM
1:26 PM
1:37 PM
1:37 PM
1:48 PM
2:00 PM
0:15
1:30 PM
1:41 PM
1:62 PM
1:52 PM
2:03 PM
2:15 PM
0:15
1:45 PM
1:56 PM
2-07 PM
2:07 PM
2:18 PM
2:30 PM
0:15
2:00 PM
2:12 PM
2:23 PIA
2:23 PM
2:34 PM
2:46 PM
0:14
2:15 PM
2:27 PM
2:38 PM
2:38 PM
2:49 PM
3:01 PM
0:14
2:30 PM
2A2 PM
2.53 PM
2:53 PM
3:04 PM
3:16 PM
0.14
2:45 PM
2:57 PM
108 PM
3:08 PM
3:19 PM
3:31 PM
0:14
100 PM
312 PM
3:23 PM
3:23 PM
3:34 PM
3.46 PM
0.14
3-15 PM
3:27 PM
3:38 PM
3.38 PM
3:49 PM
4.01 PM
0:14
3:30 PM
3.42 PM
3:63 PM
3:53 PM
4:04 PM
4:16 PM
0:14
3:45 PM
3:57 PM
4:08 PM
4:08 PM
4:19 PM
4:31 PM
0:14
4:00 PM
4:12 PIVI
4:23 PM
4,23 PM
4:34 PM
4:46 PM
0-14
4:15 PM
4:27 PM
4:38 PM
4:38 PM
4:49 PM
5,01 PM
014
4:30 PM
4,42 PM
4:53 PM
4:53 PM
5:04 PM
616 PM
0:14
4.45 PM
4:57 PM
5:08 PM
5:08 PM
5.19 PM
5:31 PM
0:14
5:00 PM
5:12 PM
5:23 PM
5:23 PM
5:34 PM
5.46 PM
0:14
5:15 PM
5:27 PM
5:38 PM
5:38 PM
6:49 PM
6:01 PM
0:14
5:30 PM
5:42 PM
5:53 PM
5:53 PM
6:04 PM
6:16 PM
0:14
5:45 PM
5.57 PIA
6:08 PM
6:08 PM
6:19 PM
6:31 PM
0,14
6:00 PM
612 PM
6:23 PM
6:23 PM
6-34 PM
6:46 PM
6:15 PM
6:27 PM
6:38 PM
6:38 PM
6:49 PM
7:01 PM
6:30 PM
6:42 PM
6:53 PM
6:53 PM
7:04 PM
7:16 PM
6:45 PM
6:57 PM
7-08 PM
7:08 PM
719 PM
7:31 PM
than Boyle & Associates, Inc. Page 18
31
19-142
Balboa Peninsula Shuttlall'tolley Feasibility Study
Schedule from Lower Lot
Leave
Balboa Arrive Leave
Lower lot
& 15th Balboa Pier Balboa Pier
10-00 AM
10:06 AM 10.14 AM 10:14 AM
10:20 AM
10:26 AM 10:34 AM 10:34 AM
10:40 AM
10:46 AM I
11:00 AM
11:06 AM I
11:15 AM
11,21 AM 1
11:30 AM
11:38 AM 1
11:45 AM
11.53 AM 1
12:00 PM
12:09 PM 1
12:15 PM
12:24 PM 1
12:30 PM
12:39 PM 1
12:45 PM
12:54 PM
1:40 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
2:09 PM
2:15 PM
2:24 PM
2:30 PM
2-39 PM
2:45 PM
2:54 PM
3:00 PM
3:09 PM
3.15 PM
3:24 PM
3:30 PM
3:39 PM
3.45 PM
3:54 PM
4;00 PM
4:09 PM
4:15 PM
4:24 PM
4:30 PM
4:39 PM
4:45 PM
4:54 PM
5:00 PM
5:09 PM
5:15 PM
5:24 PM
5:30 PM
5.39 PM
5:45 PM
5:54 PM
6:00 PM
6:09 PM
6.15 PM
6:24 PM
6:30 PM
6:39 PM
6,45 PM
6:64 PM
Dan Boyle & Associates, Inc.
0:54 AM
1.14 AM
1:29 AM
1:47 AM
2:02 PM
219 PM
2:34 PM
2:49 PM
1.04 PM
1:20 PM
1:35 PM
1:50 PM
2:05 PM
2:20 PM
2:35 PM
2:50 PM
3:06 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
10:54 AM
11:14 AM
11:29 AM
11A7 AM
12:02 PM
12A9 PM
12:34 PM
12:49 PM
1:04 PM
1:20 PM
1:35 PM
1:50 PM
2:05 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
4:60 PM
5:05 PM
5:20 PM
5:35 PM
6:50 PM
6:05 PM
6*20 PM
6:35 PM
6:50 PM
7:05 PM
Final Report
Balboa
Arrive
& 16th
Lower lot
Layover
10:22 AM
10:31 AM
0-09
10:42 AM
10:51 AM
0.09
11:02 AM
11:11 AM
0:04
11:22 AM
11:31 AM
0.14
11:37 AM
11:46 AM
0:14
11:55 AM
12:08 PM
0:07
12:12 PM
12:23 PM
0:07
12:29 PM
12:42 PM
0:18
12:46 PM
12:57 PM
0:18
1:00 PM
1:12 PM
0:18
1:15 PM
1:27 PM
0:18
1;31 PM
1:44 PM
0:16
1:46 PM
1:59 PM
0:16
2:01 PM
2-14 PM
016
2:16 PM
2:29 PM
0:16
2:31 PM
2:46 PM
0:15
2:46 PM
100 PM
0:15
3:01 PM
3.15 PM
0:15
3.16 PM
3:30 PM
0:15
3:31 PM
3:45 PM
0:15
3*46 PM
4:00 PM
0:15
4:01 PM
4:15 PM
0:15
4.16 PM
4:30 PM
0:15
4:31 PM
4:45 PM
015
4:46 PM
5-00 PM
0:16
5-01 PM
5:15 PM
0:15
5:16 PM
5:30 PM
0.15
5:31 PM
5:45 PM
0:15
5,46 PM
6:00 PM
0:15
6.01 PM
6:15 PM
0:15
6:16 PM
6:30 PM
0.15
6:31 PM
6:45 PM
6:46 PM
7:00 PM
7:01 PM
7:15 PM
7:16 PM
7:30 PM
Page 19
32
19-143
Balboa Peninsula ShuttlelTrolley 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
10:17 AM
10:17 AM
10:25 AM
10:34 AM
0:06
10:20 AM
10:29 AM
10:37 AM
10:37 AM
10:45 AM
10:54 AM
0.06
10:40 AM
10:49 AM
10:57 AM
10.57 AM
11:05 AM
11:14 AM
0:16
11:00 AM
11:09 AM
11:17 AM
11.17 AM
11:25 AM
11:34 AM
0:11
11:15 AM
11:24 AM
11:32 AM
11.32 AM
11:40 AM
11:49 AM
0:11
11:30 AM
11:42 AM
11.51 AM
11 :51 AM
11:59 AM
12:13 PM
0:17
11:45 AM
11:57 AM
12:06 PM
12:06 PM
12:16 PM
12:28 PM
0:17
12:00 PM
12-13 PM
12:23 PM
12:23 PM
12:33 PM
12:47 PM
0113
12:15 PM
12:28 PM
12:38 PM
12:38 PM
12:49 PM
1:02 PM
0.13
12:30 PM
12:43 PM
12:53 PM
12:53 PM
1:04 PM
1:17 PM
0.13
12:45 PM
12:58 PM
1:08 PM
1-08 PM
1-19 PM
1:32 PM
0:13
1:00 PM
113 PM
1:24 PM
1:24 PM
1:35 PM
1:49 PM
0:11
1:15 PM
1:28 PM
1:39 PM
1:39 PM
1:50 PM
2:04 PM
0:11
1:30 PM
1:43 PM
1:54 PM
1:54 PM
2:05 PM
2:19 PM
0:11
1:45 PM
1:58 PM
2:09 PM
2:09 PM
2:20 PM
2:34 PM
0:11
2:00 PM
2:13 PM
2:24 PM
2:24 PM
2:35 PM
2:50 PM
0:10
2:15 PM
2:28 PM
2:39 PM
2:39 PM
2:50 PM
3:05 PM
0:10
2-30 PM
2:43 PM
2:54 PM
2:54 PM
3:05 PM
3:20 PM
0:10
2:45 PM
2:58 PM
3:09 PM
3;09 PM
3:20 PM
3:35 PM
0:10
3:00 PM
3:13 PM
3:24 PM
3:24 PM
3:35 PM
3:50 PM
0:10
3:16 PM
3:28 PM
3:39 PM
3:39 PM
3:50 PM
4:05 PM
0,10
130 PM
3:43 PM
3:54 PM
3:54 PM
4:05 PM
4:20 PM
0:10
3:45 PM
3-58 PM
4:09 PM
4:09 PM
4:20 PM
4:35 PM
0:10
4:00 PM
4:13 PM
4*24 PM
4:24 PM
4:35 PM
4:60 PM
0:10
4:15 PM
4:28 PM
4:39 PM
4;39 PM
4:50 PM
5:05 PM
0:10
4:30 PM
4;43 PM
4:54 PM
4:54 PM
5:05 PM
5.20 PM
0:10
4:45 PM
4:58 PM
5:09 PM
5:09 PM
5:20 PM
5:36 PM
0:10
5:00 PM
5:13 PM
5:24 PM
5:24 PM
5:35 PM
5:50 PM
0:10
5:15 PM
5:28 PM
5:39 PM
6:39 PM
5:50 PM
6:05 PM
0-10
5:30 PM
5:43 PM
5:54 PM
5:54 PM
6:05 PM
6:20 PM
0:10
5:45 PM
5:58 PM
6:09 PM
6:09 PM
6:20 PM
6:35 PM
0:10
6:00 PM
6:13 PM
6:24 PM
6:24 PM
6:35 PM
6:50 PM
6:15 PM
6:28 PM
6:39 PM
6:39 PM
6:50 PM
7-05 PM
6.30 PM
6:43 PM
6:54 PM
6:54 PM
7:05 PM
7:20 PM
6:45 PM
6:58 PM
7:09 PM
7:09 PM
7:20 PM
7:35 PM
Dan 9We & Associates, Inc.
Page 20
33
19-144
Balboa Peninsula ShuttWTrolley Feasibility Study f=inal Report
APPENDIX B
EXISTING OCTA STOP'S ON ROUTE 71 AND ROUTE 1
Line 79 stops south of Newport & 97th 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 Ela
Balboa & 8th
Newport & Short
Balboa & 12th
Newport & 31st
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 9 stops along Coast highway on potential routes
EastfSouthbound W2§yNorthbound
Coast & Balboa Coast & Riverside
Coast & Balboa Coves Coast & Hoag Hospital
Coast & Tustin
Dan Boyle & Associates, Inc. Paye 21
34
19-145
Attachment 2
City Council Resolution
35
19-946
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 TRANSITICIRCULATORS
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 Reach has been declared by the grange 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
99-947
Resolution No. 2016-15
Page 2 of 2
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:
&0�
Leilanl 1. Brown
City Clerk
Diane B. Dixon
Mayor
37
19-148
STATE OF CALIFORNIA
COUNTY OF ORANGE ss.
CITY OF NEWPORT BEACH
1, I-eilan! 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. 2016-16 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 2e 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 2"10'day of January, 2016.
t'647ke'—
City Clerk
Newport Beach, California
(Seat)
38
19-149
Attachment 3
Haag Hospital lease Agreement
39
W3 0C
PA UUNG LIGENNE
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 C'Llcensoe%
and ("Licensee"), who agree as follows:
1. LICENSE QF EARKIMG 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."All 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 ("Renf) for the
Tenn. 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. U.E.
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
19-151
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 SERVICE&
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 BAILWNT 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"), ham-Aess 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 Liability (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 Liabil.ai 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
PA
19-152
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's7).
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 (34) 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. ASSIGNMENUSUBLETTING.
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. NOTI!99S.
3
19-953
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 trail, 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. MISCE1JLANEOUS.
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) Iniu=tation. 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.
d
99-954
d) Request forConsentof ADproval. 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 Broken. 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) UN gf LgMae. 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) Sqyverabilfty. 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.
19-155
LICENSOR: Hoag Memorial Hospital Presbyterian
By:
Name: Sanford Smith
Title: Sr. Vice President
M-
M
19-156
Exhibit "A"
Location and Shuttle Route
19-157
Attachment 4
Operations Plan
ao
19-158
ATTACHMENT 5
BALBOA PENINSULA SHUTTLE PROGRAM
OPERATIONS PLAN
Figure I 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 I (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 23rd and 32"d Streets (following the routing of
OCTA Line 71), then only one new stop would be needed at the Hoag Hospital Lower Lot,
Table 2
Pro osed Stops
Southbound Stops
Northholind Stops
Hoag Lower Lot
Oceanfront — Palm
Hospital & Hoag EB
Balboa & Coronado
Newport & Short
Balboa & 8"'
Newport & 2e
Balboa & le
Newport & 23!*
Balboa & ldh
Balboa & le
Balboa & 200'
Balboa & 15s'
Newport & 2e
Balboa & 11
Newport &
Balboa & 80'
Newport & Finley
Balboa & Coronado
Hospital & Hoag WB
Oceanfront-- Palm
Hoag Lower Lot
0 Notes. Stops in italics are new stops.
41
19-159
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 safety at these speeds.
'fable 3
Average Speeds by Hour
Hour
AverpSe Speed
7 a.m.
15.4
8 a.m.
15.0
9 a.m.
No service
108.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
19-160
ATTACHMENT 5
Layover
OW
0:03
0:03
0:03
0,14
0:14
0:14
0:14
0:14
0:14
0:07
0-.07
0.18
018
0:18
018
OA6
016
0:16
0-16
0:15
015
0:15
015
015
0:15
015
0:15
0:15
0:15
0:15
0,15
0:15
0:15
0:15
0:15
0:15
0:15
0:15
0-15
0-15
OA
0:15
0:07
43
19-161
Table I
Draft Time Table
Schedule from Lower
Lot
Leave
Balboa
Arrive
Leave
Balboa
Arrive
Lower lot
& 15th
Balboa Pier
Balboa Pier
& 16th
Lower lot
7.30 AM
7:42 AM
7A2 AM
7:57 AM
7:45 AM
7:57 AM
7:57 AM
8:12 AM
8:00 AM
8:12 AM
8:12 AM
6:27 AM
8:15 AM
8.27 AM
8:27 AM
8:42 AM
8:30 AM
8:42 AM
8A2 AM
8-57 AM
8:45 AM
8:57 AM
8:57 AM
912 AM
10:00 AM
10:06 AM
10:14 AM
10:14 AM
10,22 AM
10-31 AM
10:15 AM
1021 AM
10:29 AM
10-29 AM
10:37 AM
10:46 AM
1030 AM
10:36 AM
10:44 AM
10;44 AM
10:52 AM
11-.01 AM
10;45 AM
10:51 AM
10.59 AM
10*,59 AM
11:07 AM
11:16 AM
11:00 AM
11:06 AM
11-14 AM
11:14 AM
11:22 AM
11:31 AM
11:15 AM
11:21 AM
1119 AM
11:29 AM
11:37 AM
11:46 AM
11:30 AM
11:38 AM
11:47 AM
11,47 AM
11:56 AM
12:08 PM
11:45 AM
11:53 AM
12:02 PM
12M PM
12,12 PM
12.23 PM
12:00 PM
12:09 PM
12:19 PM
12:19 PM
12:29 PM
12:42 PM
1216 PM
12:24 PM
12:34 PM
12.34 PM
12:45 PM
12:57 PM
12:30 PM
12:39 PM
12:49 PM
12:49 PM
1.00 PM
IA2 PM
12A5 PIVI
12.54 PIVI
1:04 PM
1104 PIVI
1-15 PM
1:27 PM
1,00 PM
1:09 PM
1:20 PM
1-20 PIVI
1:31 PM
1:44 PM
1:15 PM
1:24 PM
1:35 PIVI
1:35 PM
1:40 PM
1:59 PM
1:30 PM
1:39 PM
1:60 PIVI
1:50 PM
2:01 PM
2.14 PM
1:45 PM
1:54 PM
2:05 PM
2:05 PIVI
2-16 PM
2.29 PM
2:00 PM
2:09 PM
2:20 PM
2:20 PM
2,34 PM
245 PM
2:16 PM
2:24 PM
2:35 PM
2-35 PM
2:46 PM
3:00 PM
2:30 PM
2:39 PM
2:50 PM
2:50 PM
3:01 PM
3:15 PIVI
2,45 PM
2:54 PM
3:05 PM
3:05 PM
3:16 PM
3:30 PM
3:00 PM
3:09 PM
120 PM
3.20 PM
3:31 PNI
3:45 PM
3:15 PM
3:24 PM
3"35 PIVI
3,35 PM
3A6 PM
4:00 PM
3:30 PM
3:39 PM
150 PM
3:50 PM
4:01 PM
415 PM
3:45 PM
3:54 PM
4:05 PM
4:05 PM
4:16 PM
4:30 PM
4;00 PM
4:09 PM
4,20 PM
4,,20 PM
4.31 PM
4:45 PIVI
415 PM
4*24 PM
4:35 PM
4:35 PM
4:46 PM
5,.00 PM
4W PM
4:39 PM
4M PM
4:50 PM
5:01 PM
5:15 PM
4A5 PIVI
4:54 PM
5:05 PM
5:05 PM
5-16 PNI
6.30 PM
5:00 PM
5:09 PM
5-.20 PM
5-20 PIVI
5:31 PM
5:45 PM
5:15 PM
6:24 PM
5-,35 PM
5:35 PM
5:46 PM
6.00 PM
5:30 PM
5:39 PM
5:50 PM
5-50 PM
6:01 PM
615 PM
5:45 PM
5:54 PM
6:05 PM
6.05 PM
6:16 PM
6.30 PM
6,00 PM
6:09 PM
6:20 PM
6,20 PM
6:31 PM
6:45 PM
615 PM
6:24 PIVI
6:35 PM
6,,35 PM
6:46 PM
7;00 PM
6:30 PM
6.39 PM
6M PM
6,50 PM
7:01 PM
7,15 PM
6A5 PM
6:54 PM
7:05 PM
7;05 PM
7,16 PM
7:30 PM
7-00 PM
7:09 PIVI
7:20 PM
7:20 PM
7:31 PM
7:45 PM
7:15 PM
7:24 PM
7:35 PM
7.35 PM
7:46 PM
8:00 PM
7:30 PM
7:39 PM
7.50 PM
7;50 PM
8:01 PIVI
8:15 PIVI
7A6 PM
7:54 PM
6!05 PM
8:05 PM
8A6 PIM
8;30 PM
6,00 PM
8:06 PM
8:17 PM
8,17 PM
8:28 PM
8:38 PIVI
8.15 PM
8:21 PM
8:32 PM
8:32 PM
8:43 PAA
8:53 PIVI
8:30 PIVI
8:36 PM
8A7 PM
8:47 PIVI
8^.58 PM
9:08 PM
8:45 PM
8.51 PM
9M PM
9M PM
9:13 PM
9:23 PM
ATTACHMENT 5
Layover
OW
0:03
0:03
0:03
0,14
0:14
0:14
0:14
0:14
0:14
0:07
0-.07
0.18
018
0:18
018
OA6
016
0:16
0-16
0:15
015
0:15
015
015
0:15
015
0:15
0:15
0:15
0:15
0,15
0:15
0:15
0:15
0:15
0:15
0:15
0:15
0-15
0-15
OA
0:15
0:07
43
19-161
19-162
Attachment 5
Analysis of Project V Scaring
45
19-163
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 $52,742 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 cast 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 In9une 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
19-164
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 surnmerseason, 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 Staflons/Recreationall 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 Y4 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 IS 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 XmIle 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
19-165
ATTACHMENTS
populated arra totaling 11,285 people (Source: Census 2010), Therefore, the population density per
square mile is 10,845,
Annual Visitors Served (fit of 4 points)
The City has an estimated permanent population of 86,738 but during the stsrorner roonths, the
population grows to more then 100,000 with 20,000 to 100,000 tourists daily. The projected annual
visitors to be served during, the summer weekendmonths, would far exceed 500,000 visitors,
Inrsovative 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 tokeadvantage ofthe summertime weather
and increase visibility of the program. if the city is riot 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 leach, an area designated on the shuttle to store reach equipment will also be needed,
Creative Solutions to Community Needs (7 of 2 point)
The Increased visitor population during the summer months increases congestion and decreases
available parking, The strategy to locate a perking facility off the peninsula, at a central location,
eliminates the need for visitors is 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 (i sof i point)
if OCTA goes ahead with plans to discontinue route 71 ora the peninsula, the proposed ne-W service
would' provide mobility along the peninsula during summer weekends and connect with OCTA Route 1..
AGENCY EXPERIENCE (0 of 2 quints)
Currently Operated erated Carr munity Based Services — Shuttles and Trolleys (Q of 1 paint)
The City Chas no experience with operation of shuttles and trolleys,. 1-1oa,A,rever, 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 (i of I paint)
The City operates a transportation service for sensors for accessing
medical appointments, shopping, essential errands, and the Senior Center.
4fl
F SL -1•9
Attachment 6
Letter of Support
49
19-167
4;eVew ort
.,EA, C 1i
& 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 bear 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,
60t& I
Gary C. Sherwin
President/CEO
i MN s Al(' It it, W! i It '11 ft1f, f ,—s t e, N I? I v I —,*i I "y f, I t P, t? -I Re. fa -?I. f " qu ; ". I I ( 'f ),I 1., V r --'n
50
19-168
Exhibit B
City of Newport Beach Project V Estimated Funding Schedule
19-1619
C0C*Dfa&VG AgreeMent C-6-1 480
Newport Beach Project V Estimated Funding Schedule ExhNt S
19-170
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Total Cost
FY: 18,11
Ty 9t,&:
Fy-
TV
Capital Costs OCTA Share 88%
5507,871
$507,871
Capital Costs Local Share 12%
S69,255
Total Capital Costs
$577.126
$577,126
Operations
Trolley Operations OCTA Share 88%
$25,369
$25,3369
$25,369
$25,369
$25,369
$25,369
$25,369
$177,583
Trolley Operations Local Share 120/6
$JA
$31459,
$3, 50
$3,454
Total Operations Cost
828,828
528,828
$28,828
$281828
$28,828
$281828
$281828
$201,799
19-170
ATTACHMENT D City of Newport Beach
NO. BA- 17BA-0118
BUDGET AMENDMENT
Description
Org
2016-17
1230053
AMOUNT:
EFFECT ON BUDGETARY FUND BALANCE:
Number
980000
V
I A I Increase Revenue Estimates
Project
increase in Budgetary Fund Balance
I V Increase Expenditure Appropriations ANDDecrease
N
in Budgetary Fund Balance
Transfer Budget Appropriations
No effect on Budgetary Fund Balance
SOURCE:
ONE-TIME?
from existing budget appropriations
X
Yes
from additional estimated revenues
980000
No
from unappropriated fund balance
Number
17T13
EXPLANATION:
Project
String
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 Authorit
y for use of a shuttle/trolla pEoJect on Balboa Peninsula. Additionally, Increase appropriations
from the Balboa Village Parking Management Fund to provide the City's required er9ject match amount.
ACCOUNTING ENTRY*
BUDGETARY FUND BALANCE Amount
Fund Q§*j Description Debit Credit
535 300000 BV Parking Management Fund - Fund Balance $130,000,00 *
REVENUE ESTIMATES
or -q QXec
J Profec, Description
1230053 431150 17T13 Measure M Competitive Fund -Measure M Revenue
F-17113 -LOCAL -123 -GRANT $685,464.00
EXPENDITURE APPROPRIATIONS
Signed: 54 22 ( /. - � �/, /. e &ZA 1-t � 4
Financia! —Approval: -Kina nee DireZDate
Signed;
Adi;jnistiaW rovat: city manager\,) Date
Signed:
City Council Approval: City Clerk Date
19-171
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
Signed: 54 22 ( /. - � �/, /. e &ZA 1-t � 4
Financia! —Approval: -Kina nee DireZDate
Signed;
Adi;jnistiaW rovat: city manager\,) Date
Signed:
City Council Approval: City Clerk Date
19-171
EXHIBIT B
SCOPE OF SERVICES
Contractor shall provide transit services for the Balboa Peninsula area as part of the
Balboa Peninsula Trolley Program. Contractor shall provide Contractor -owned vehicles
and strictly adhere to the following the guidelines:
1. Minimum Boarding Required
Contractor shall attain all Orange County Transportation Authority (OCTA) Grant
Requirements including minimum boarding requirements of 10 persons per hour per
shuttle or trolley ("Vehicle") on average each year. Contractor shall work with City to
adjust proposed routes, numbers and sizes of Vehicles and times of operation carefully
to attain this. Loss of grant funds will result in termination of the contract. Event shuttles
may vary in number during events to help meet this overall requirement because, typically
event goers arrive over longer periods may not use shuttles during events, and then all
leave at approximately the same time.
2. Routes & Times for Fixed Routes for Proiect
Initial route maps and times are shown in Exhibit E. These are subject to significant
adjustment as usage is evaluated by City.
3. Variance in Vehicle Hours
City may vary annual revenue hours based upon usage and other factors. If the number
of hours varies by more than 25% downward, Contractor may renegotiate the hourly rate
with City for that year.
4. Vehicle Sizes
Vehicles shall be capable of carrying a minimum of twenty four (24) passengers unless
prior written approval of City is received. Vehicles shall be able to accommodate the
following:
• Twenty (20) passengers seated;
• Eight (8) passengers standing;
• Two (2) wheelchairs (each wheelchair takes up two (2) spaces).
5. Bicycle Racks
Vehicles shall be capable of carrying a minimum of two (2) bicycles.
6. Vehicle Fuel
Vehicles shall meet all state, federal & OCTA requirements including but not limited to Air
Quality Management District (AQMD) 1992 requirements. Compressed Natural Gas
(CNG) Vehicles are acceptable.
Professional Parking Page B-1
99-172
7. Vehicle Storage Option
Contractor shall be responsible for Vehicle storage at its own cost.
8. Vehicle Type (Trolley vs. Shuttle)
Contractor shall work with City to evaluate the type of Vehicles as provided for in
Contractor's proposal regarding trolley or shuttle and appearance of same. City desires
trolley appearance signifying Newport Beach. Contractor shall provide annual trolley
"wrap" of shuttles to look like trolley, the cost of shall be included in the hourly rate, as
depicted in Exhibit D. Vehicles shall appear new and well maintained to City's sole
satisfaction.
9. Marketing
City shall prepare and pay for all marketing materials to attract customers. Contractor
shall work with City to develop and implement marketing plan.
10. Scheduling
City shall determine all scheduling. During the Original Term, Contractor shall meet 12-
15 minute headway schedule and avoid publishing scheduled times. However, City may
change this schedule depending upon public feedback, usage and costs.
11. Fares
City initially intends to provide Project at no cost to customers. However, as demand
increases sufficiently or OCTA demands, fare collection may be required in later years.
Contractor shall work with City to accomplish this if necessary. Contractor may be
required to issue tickets or provide handouts to riders.
12. Vehicle Backup
A backup Vehicle shall be available within thirty (30) minutes to replace a Vehicle out of
service. Vehicles assigned to City shall be solely used for City service.
13. Hours of Service (Revenue Hours)
Hours of service for compensation are only those hours when Vehicles are in public
service transporting customers.
14. Vehicle Revenue Hour Estimates
The estimated Vehicle Revenue Hours are shown in Exhibit D.
15. Emergency Service
In the event of an emergency or natural disaster, Contractor shall make available, to the
maximum extent possible, transportation and communications services and facilities to
assist City in ameliorating such incidents. To the extent City requires Contractor to
Professional Parking Page B-2 19.173
provide such emergency services and facilities; Contractor shall be relieved of the
obligation to fulfill the duties and responsibilities to operate the Services outlined in
Attachment B. Further, Contractor shall be entitled to be paid reasonable compensation
for providing such emergency services and facilities, provided however, that the amount
of such compensation and time of its payment shall be mutually agreed upon in writing
by Contractor and City following the conclusion of the emergency or disaster, or at such
other time as they may mutually agree.
16. Reserved
17. Scheduled Layover
The schedules shall include at least one ten (10) -minute break within each four (4) -hour
block of operating time. Contractor shall be responsible for providing all breaks and meal
periods to its employees as required by federal, state, and local laws.
18. Schedule Changes
Changes to all of the schedules shall be made up to four (4) times annually. Individual
lines may be changed at the discretion of City. City shall provide the new schedules to
contractor at least one (1) week prior to the effective date.
19. Law Enforcement
Contractor shall be responsible for timely and efficient communication with local law
enforcement agencies regarding crimes committed in the scope of providing services in
the Agreement. Contractor shall be responsible for the first line of response for any non -
safety and policy violations committed onboard Vehicles.
20. Street Furnishings
City may purchase, install or replace street furnishings required for Fixed -route services
operations. Such furnishings may include bus stop signs and posts, benches, shelters,
bike racks, and litter containers. Contractor shall not be responsible for cleaning,
maintaining, or repairing the street furnishings.
21. Reserved
22. Vehicle Operator Requirement
a. Proper Licenses — All Vehicle operators must have a current, valid Class B
license with Passenger Endorsement. City will not be responsible for payment
of any traffic ticket fines incurred by any Contractor's employees. Contractor
shall be responsible for the total cost of repairing physical damage to buses
that occurs under Contractor's control, whether or not Contractor's employees
were at fault.
b. Contractor ID Cards — Contractor shall produce ID cards for each of their
employees which contain the following:
Professional Parking Page B-3 19-174
• Employee Name
• Employee Photo
• Employee Position
• Employee Number (format to be determined by City)
• Contractor Name
All Contractor employees must wear the badge at all times while providing Services under
this Agreement.
23. Background Check
Contractor shall use appropriate employee screening and selection criteria to assure the
employment of the best qualified applicants' available, emphasizing competence,
courtesy, reliability and good customer services skills. These criteria shall include but not
be limited to checking an applicant's driver's license records through the California
Department of Motor Vehicles, pre-employment physical examinations, and drug/alcohol
screening tests.
Contractor shall make all reasonable efforts to ensure that employees having contact with
the public in the course of their duties are of good moral character. Any such employee
who is convicted of a felony or of a crime involving moral turpitude during the time of
his/her employment shall not be permitted to continue to hold a position of employment
involving contact with the general public. Contractor shall conduct a "Live Scan"
Department of Justice (DOJ) and Federal Bureau of Investigation (FBI) check to
determine criminal background of employees. The background checks must be
completed every two (2) years by the Contractor.
24. Vehicle Operator Responsibilities
In addition to the safe operation of the Vehicle, Operators must also perform the following
d uties:
• Operate wheelchair lift and secure wheelchair passengers
• Clearly call out bus stops (which are time points, at major cross streets
or OCTA transfer points) upon approach
• Data collection as necessary
• When requested, provide passenger assistance during boarding to
alighting
• Distribute tickets/brochures as requested by City.
25. Timepiece
Each Operator shall have, at all times during operation of any bus, an accurate time piece
with active second hand (or digital equivalent), set each day to conform to the Coordinated
Universal Time.
Professional Parking Page B-4 19-175
26. Distribution of Materials
Operators will, when requested by City, hand out notices to passengers or otherwise,
render assistance in customer relations, promotion, marketing, monitoring and
supervisory functions.
27. Passenger Counting
Operators will record ridership counts by passenger and boarding location in accordance
with procedures approved by City.
28. Pre -Trip Inspection
Operators must conduct a pre -trip inspection prior to taking a Vehicle into Revenue
Service. The inspection must meet the federal and state requirements for commercial
Vehicles inspections.
29. Operator Uniforms
Operators shall be in uniform at all times while in service or otherwise on duty_ Contractor
shall provide Operator uniforms to its employees. Contractor shall provide to each
Operator the following identical uniform items unless otherwise arranged with the City:
• Dark Blue or Black Pants
• Dark Blue or Black Shorts
• Short -Sleeve Light -Blue Polo Shirt with System Logo on left breast and
Operator ID and Contractor logo on right sleeve
• Long -Sleeve Light -Blue Polo Shirt with System Logo on left breast and
Operator ID and Contractor logo on right sleeve
• Dark Blue Jacket with System Log on left breast and Operator ID and
Contractor logo on right sleeve
• Dark Blue Baseball -style hat with System Logo
Contractor shall be responsible to ensure that said Operators wear these uniforms,
making sure that shirts are tucked in at all times and that Operators maintain a neat and
clean appearance while on duty.
30. Operator Training
Contractor shall provide operator training and retraining that shall meet general accepted
transit industry standards and in compliance with California Code of Regulations 13 (13
CCR) as it relates to transit bus Vehicle laws and regulations. An outline of the training
program, including periodic updates, shall be on file in the office of the City's
Administrator. All Operators, dispatchers, customer information personnel, and
supervisor shall participate in the program.
Driver training shall include the following minimum components:
Professional Parking Page B-5 99.176
• Vehicle Operation — includes training on Vehicle orientation, safe bus
operation, route and schedules orientation, and on-time performance.
• Safe Vehicle Maneuvering
• Defensive Driving —Training program must include the National Safety
Council's defensive driving instruction.
• Federal Drug & Alcohol Regulations — All necessary employees shall
be trained about the requirements contained in the Department of
Transportation (DOT) Drug and Alcohol regulations.
• General Vehicle Handling and Safety
• Passenger Assistance Techniques
• Passenger Relations
• Fare box Training
• Americans with Disabilities Act (ADA) Requirements and Sensitivity
Training — All drivers must be trained to comply with Title II of the
Americans with Disabilities Act (ADA) of 1990, and any additional ADA
or Federal Transit Administration (FTA) training or testing that may be
required by law.
31. Vehicle Trainin
All Contractor employees who are licensed to operate Vehicles must be trained to operate
each type of Vehicle in fleet. Contractor shall provide a Vehicle Operations Manual to
each one of these employees for each type of Vehicle in the fleet. Operators must also
be trained on the ADA ramp/lift device and mobility device securement system for each
Vehicle type.
32. Route Training
Each Vehicle Operator will be trained on each Route operated by the Contractor for the
City. This training must include driving each Route completely with a Road Supervisor or
Trainer.
33. Operations Procedure Handbook
Contractor shall prepare an Operations Procedure Handbook covering the duties
performed by Operators, Dispatchers, and Supervisors. This Handbook shall include, at
a minimum, the following subject areas:
• Fundamental of Customer Service
• Operator Rules
• Accident/Incident Policies
• Radio Policies and Procedures
• Fog and Inclement Weather Policy
Professional Parking Page B-6 19.977
• Vehicle Inspection Procedures
• Vehicle Maintenance Policies
• Dispatch Policies & Procedures
• Telephone Procedures
34. Field Supervision Responsibilities
Contractor shall provide onsite supervision as proposed to monitor Operators and
Vehicles and assist Operators in revenue service, including assistance with special
events, accidents, route deviations and emergencies.
a. Pull -Out Inspection
A supervisor must be present at the Contractor facility whenever a
scheduled Vehicle pull-out is made. The on -duty supervisor must complete
and sign the daily Pull -Out Report.
b. Accidents
All traffic accidents involving transit system Vehicles, irrespective of injury,
shall be immediately reported to the appropriate law enforcement agency.
City's Project Administrator shall be notified in writing by Contractor of all
accidents and incidents resulting in loss or damage to Contractor's supplied
property within twenty four (24 hours). In cases involving injuries where
person(s) are transported for medical attention, the Contractor shall notify
City's Project Administrator immediately.
Contractor shall have an accident investigation program that identifies the
roles and responsibilities of the individuals responsible for investigating
accidents, including notification, response, and investigation. The accident
investigation program must be designed to identify the root cause of
accidents and provide a path to eliminate the root cause and prevent similar
types of accidents in the future.
Contractor will request that the law enforcement agency respond to
investigate the accident, Contractor will supply City with copies of all
accident and incident reports and photos within twenty-four (24) hours of
occurrence. As part of any traffic accident report, Contractor must also
complete a City Accident Form (or City approved accident form) for
inclusion in the permanent Vehicle file.
C. Incidents
Contractor is responsible for responding to passenger incidents. All
incidents must be logged and a corresponding report must be filed.
d. On -Time Performance checks
Professional Parking Page B-7 19.178
Contractor shall conduct checks on a random basis and compile the
performance data monthly. At least fifty (50) checks must be completed
monthly.
e. Operator Performance Reviews
Contractor shall conduct performance reviews of each Operator on an
annual basis.
Detours and Temporary Stops
Contractor will deviate from established routes when necessary to avoid
construction, detours, and Vehicles or other obstructions within the public
right of way. Contractor is responsible for routing of any detours and must
post temporary out -of -service signs at stops as necessary. Contractor shall
notify City of such obstruction caused deviation(s) as soon as is practicable
upon learning that the deviations are or may become necessary.
35. Dispatcher Responsibilities
Contractor shall provide a dispatch supervisor during all hours of operation. Dispatchers
must be trained on all current operating procedures and schedule materials.
36. ADA Backup Service
If any mobility impaired passenger is not able to board due to broken equipment or for
any other reason, the driver must inform the passenger the reason why they cannot be
accommodated and when and how alternative transportation will be provided. The driver
must immediately reportthe problem to dispatch by radio or by the most immediate means
available, so that the problem can be immediately resolved.
37. Restroom Facilities
Contractor is responsible for determining restroom locations for Operators to use during
layover and recovery time. Contractor must provide a list of these locations to City for
every layover/recovery location. Contractor is responsible for any cost associated with
agreements with local businesses or agencies to use their restroom facilities.
38. Communication System
Unless an alternative system is approved by City, Contractor shall operate and maintain
a two-way radio system in compliance with all applicable federal statutes, regulations,
and licensing conditions. Contractor shall be responsible for airtime or other frequency
use charges connected with the use of the two-way radio system, and for all maintenance
and repair required to maintain radio equipment in accordance with manufacturer
specification. Contractor shall have a backup plan for providing service if their radio
system is down for more than one hour.
Professional Parking Page B-8 19-179
The radio communications equipment for the service shall be used solely for providing
communications related to services under the Agreement. Radio transmissions shall be
limited to the frequency assigned for such transmission. Contractor shall provide City
with one hand-held radio and charger programmed to receive all radio channels used for
services provided to City.
39. Vehicle Maintenance Requirements
Contractor shall not defer maintenance and repair for reasons of shortage of maintenance
staff or operable buses, nor shall service be curtailed for the purpose of performing
maintenance and repair without prior written consent of City. Contractor shall adjust the
work schedules of employees as necessary to meet all scheduled services and complete
preventive maintenance and repair activities according to the schedule approved by the
City.
40. Vehicle Towinq
In the event that towing is required due to mechanical failure or damage, Contractor shall
be responsible to provide towing at Contractor's sole expense.
41. Daily Vehicle Servicing
Contractor shall perform daily Vehicle servicing on all buses used in revenue service.
Daily servicing shall include, but is not limited to: fueling, engine oil, coolant, water and
transmission fluid check/add, fare box vault pulling and replacement; wheelchair life/ramp
check, brake check; light and flasher check, exterior and interior visual inspection, and
check of all Vehicle performance defects reported by drivers to identify potential safety
and reliability items requiring immediate attention.
42. Demand Maintenance
Contractor shall be responsible for the maintenance and repair of all Vehicles,
communications systems, and all other equipment, furnishings and accessories required
in connection with its operation of the service in a clean, safe, sound and proper operable
condition at all times, and fully in accord with any manufacturer recommended
maintenance and repair procedures and specifications, as well as with the applicable
requirements of any federal, state or local statute.
All repairs to Vehicles shall be performed by Contractor or by other vendors and suppliers
designated by Contractor. Repairs shall include, but is not limited to: work to correct loss
or damage; adjustments due to normal wear and tear, and overhaul, rebuilding or
replacement, of components. Repair work shall be conducted as soon as practicable upon
learning that such work is required.
43. Maintenance Records
As required by California Code of Regulations 13 (13 CCR), Contractor shall maintain a
current Vehicle file in chronological order. At a minimum, the following information must
be kept in this file:
Professional Parking Page B-9 99.180
a. Maintenance Repair Work Orders
b. Preventive Maintenance Schedule Reports
C. Operator's Defect Report (Pre-operation and Maintenance Record cards)
d. Report of Trouble
e. Quality Assurance Inspection Reports
f. California Highway Patrol (CHP) Terminal Inspection Reports
g. Vehicle Smoke Emissions records
All maintenance work orders and report files shall become a permanent part of the
Contractor's file. Records shall be made available to City or its representative, the CHP
and /or such other regulatory agencies with jurisdiction when requested. Original copies
of all such records shall remain on file at all times at the Contractor's local facility.
Contractor shall provide the original copies to City at the termination of the Agreement.
44. Wheelchair-Lift/Ramp/Securement Systems
Contractor will ensure that Wheelchair Lifts, Ramps, and Securement Systems are
operational on all Vehicles in the fleet. All broken systems must be repaired within 24
hours.
45. Climate Control
Contractor shall maintain the heating and air conditioning units in proper working
condition so that they are available at any time during the service hours and offer the
most comfortable environment inside the Vehicle regardless of the outside climatic
conditions. Contractor shall require that drivers continually monitor climate control units
during the day to ensure that they are operating properly. In-service Vehicles without
working heating or air conditioning will be exchanged within one round trip or sooner.
46. Destination Signs
All Vehicles provided under the Agreement will have LED route signs identifying Vehicle
such as "Balboa Peninsula Trolley", to be approved by City. Non -LED signs are
acceptable during the Original Term.
47. Communication System
Contractor shall maintain their two-way radio system in compliance with all applicable
federal statues, regulations, and licensing conditions. Contractors must have a sufficient
stock of handheld radios to cover for time when a specific radio is not functioning.
48. Fire Suppression Equipment
Contractor is responsible for obtaining regular certifications as required for fire
extinguishers and fire suppression equipment installed on the Vehicles.
Professional Parking Page B-10 19-981
49. Engine. Transmission and Differential
Contractor shall be responsible to monitor the condition and performance of Vehicle
engines, transmissions and differentials so as to maximize useful life and avoid costly
catastrophic failures. At a minimum, the Contractor's monitoring program shall consider
miles accumulated; fuel, oil transmission fluid and differential oil consumption trends; loss
of power, and erratic performance. In addition, Contractor shall perform a laboratory
analysis of engine oil at every oil change, laboratory analysis of transmission fluid and
differential oil every four (4) months, or when necessary to assist in the diagnosis of a
mechanical problem.
Engine, transmission and differential overhaul shall be performed by a factory authorized
repair shop, approved by City or its representative in advance of work, using only Original
Equipment Manufacturer (OEM) parts and OEM minimum overhaul standards.
50. Vehicle Appearance
Contractor shall maintain Vehicles in a clean and neat condition at all times. A record of
interior and exterior Vehicle cleaning shall be maintained in the Contractor's office, or
other designated location. Different from most other transit agencies, passengers on the
City service will be allowed to take food and drink on -board Vehicles. The following
cleaning procedures must be completed during the intervals noted:
a. Daily Cleaning:
• Graffiti removal
• Vehicle Sweeping
• Litter & Debris Removal
• Spill Cleaning
• Exterior Washing
b. Weekly Cleaning:
• Interior Vehicle Cleaning
C. Monthly Cleaning:
Rubber Preservative Treatment
d. Quarterly Cleaning:
• Deep Cleaning
• Waxing
e. As -Needed Cleaning:
• Fumigation
• Seat Cleaning or Replacement
Professional Parking Page B-11 19.182
51. Bodv Damaae
Contractor is responsible for repairing all Vehicle body damage in a timely manner.
Should the Vehicle need extensive body repairs, Contractor shall provide City with a
timeline for the repairs to be completed. Body damage must be repaired within seventy-
two (72) hours of occurrence.
52. Exterior/Interior Advertising
City reserves the exclusive right to place advertising material on the interior and/or
exterior of the Vehicles. Contractor shall not install any advertising material on the interior
or exterior of the Vehicles except as directed by City.
Contractor shall cooperate with City's advertising vendor and shall make reasonable
efforts to allow the vendor to install and remove advertising at Contractor's maintenance
facility. Any revenue derived from advertising shall be the sole property of City.
53. Vehicles Paint & Decals
Contractor must paint all damaged Vehicles to match the original color scheme.
Contractor shall also procure a supply of decals to replace any damaged decals during
the term of the Agreement.
54. City Vehicle Inspections
City shall have the right to inspect any and all Vehicles or cause same to be inspected at
any time, with or without prior notice to Contractor, provided, however, that unless City
determines in its sole discretion that emergency conditions or factors affecting safety or
security require otherwise, City shall give at least twenty four (24) hours' notice of any
such inspection.
55. Vehicle Out -Of -Service Criteria & Procedures
Contractor's Vehicles providing service under this Agreement may be taken out -of -service
by City or CHP personnel in compliance with the North American Uniform Out -of -Service
Criteria and Title 13 of the California Code of Regulations. The most current version
published shall be used at all times.
Contractor must have a physical lockout device to render a Vehicle immobile when Out -
of -Service. Contractor must receive permission from City staff prior to placing the Out -
of -Service Vehicle back into Revenue Service. Contractor will not be paid and will be
assessed penalties for any Revenue Service operated by a Vehicle designated as Out -
of -Service.
56. CHP Terminal Inspection
Contractor must make all Vehicles available for inspection by the CHP as necessary.
Contractor must also follow CHP maintenance record guidelines and make all records
Professional Parking Page B-12
79-183
available for inspection. Contractor must notify City within twenty four (24) hours following
a CHP inspection.
57. Reserved
58. Contractor Recommendations
Contractor shall continually monitor operations, facilities and equipment and shall, from
time -to -time and as warranted, advise City and make recommendations to it upon
observed deficiencies and needed improvements. City shall retain all authority, however,
to make determinations and to take action on such recommendations.
59. Safety Program
Contractor shall assume full responsibility for assuring that the safety of passengers,
operations personnel and all Vehicles and equipment are maintained at the highest
possible level through the term of the Agreement. Contractor shall comply with all
applicable CHP and Occupational Safety and Health Administration (OSHA)
Requirements, and shall furnish City upon request with copies of annual CHP
Vehicle/equipment inspections and CHP safety compliance reports, including Pull
Notices.
Contractor shall develop, implement and maintain, in full compliance with California Law,
a formal safety and accident prevention program including periodic safety meetings,
participation in safety organizations, safety incentives offered by Contractor to Operators
and other employees, and participation in risk management activities under the auspices
of Contractor's insurance carrier or other organization. Contractor shall provide a copy
of said Safety Program and subsequent program updates to City or its designated
representative.
Contractor shall participate in the State of California Department of Motor Vehicles
"Employer Pull Notice Program" for appropriate monitoring of employee driver license
activity.
Contractor will require all Operators, control room personnel, Vehicle maintenance and
repair mechanics, and supervisors to participate in the Safety Program.
60. Data Collection/Reporting
In addition to any other reports required by
providing the following reports at the interval a
City in email format unless requested otherwise
a. Daily:
law, Contractor is also responsible for
s outlined. Reports shall be provided to
• Vehicle Assignment List — Shows which Vehicles are assigned to
each route/run and reason deviations from normal assignment list.
• Down Vehicle List — Shows which Vehicles are not available for
service, reason, and anticipated date for return to service.
Professional Parking Page B-13
19-184
• Pull -Out Report — Includes pull-out time for each Vehicles and
status of system components.
• Service Interruption Summary — Brief description of any service
interruptions with reason and steps taken to fix.
b. Monthly:
• Monthly invoice
• Employee roster — List of positions and current assigned
employees. If a position is open, a description of steps being taken
to fill the position.
• Preventive Maintenance Report — Log of preventive maintenance
status by Vehicle and component.
• Accounting Data — Contractor shall collect, record and report to City
on a monthly basis all accounting data in accordance with Section
99243 of the California Public Utilities Code, as is now in force or
may hereafter be amended. All worksheets and detail information
used to prepare these reports shall be available upon request.
Each monthly accounting report shall be provided to City within one
(1) month after the close of the month.
Operational Data — Contractor shall collect, record and report all
operational data required by City in a format approved by City and
which meets OCTA requirements. Such data shall include, but is
not limited to, statistics required under the California Transportation
Development Act, as amended, statistics required by the FTA
under the Section 5310, 5311, and 5311(f) grant programs,
passenger count data by fare category, Vehicle hours, Vehicle
miles, Vehicle revenue hours, Vehicle revenue miles, passengers
per hour, mobility device boardings.
c. Annually:
• National Transit Database (NTD) Report — Additional data as
needed for City to complete report.
d. As -Needed:
• Accident Report(s)
• Incident Report(s)
• CHP Basic Inspection of Terminals (BIT) Inspection Report(s)
• Passenger Load Report(s)
e. Contractor Report for City Review:
• Dispatch Log(s) — Detailed dispatch log(s)
• Road Supervisor Log(s) — Daily summaries of work completed by
each road supervisor.
Professional Parking Page B-14
19-185
61. Customer Service
City will email all customer correspondence to Contractor as they are received.
Contractor shall make at least three (3) documented attempts to contact each customer
filing a complaint within five (5) calendar days in order to discuss the complaint and
resolution, if any. Contractor shall also provide the complaint resolution to City via email
within five (5) calendar days.
62. Lost & Found
Contractor shall be responsible for storing lost and found items in a secured location for
thirty (30) days. Contractor shall keep a log containing information about who found the
item, where it was found, and the date and time it was found. After thirty (30) .days,
Contractor is required to donate any unclaimed items to a local charity.
Professional Parking Page B-15 19-186
EXHIBIT C
SPECIAL PROVISIONS
City's Right to Audit
City's Project Administrator or his/her designee reserves the right to audit the Contractor's
compliance with all of the terms and conditions of this Agreement at any time.
2. Access to Facilities
City shall be permitted to observe and inspect any or all of the Contractor's facilities and
activities during Contractor's usual and customary business hours for the purposes of
evaluating and judging the nature and extent of Contractor's compliance with the
provisions of this Agreement. In such instances, City's representative(s) shall not
interfere with or dispute such activities.
3. Disputes
Disputes arising in the performance of this Agreement, which are not resolved by
agreement of the parties, shall be decided in writing by City's Project Administrator. This
decision shall be final and conclusive unless within ten (10) days from the date of receipt
of its copy, Contractor mails or otherwise furnishes a written appeal to City's Project
Administrator. In connection with any such appeal, Contractor shall be afforded an
opportunity to be heard and to offer evidence in support of its position. The decision of
City's Project Administrator shall be binding upon Contractor and Contractor shall abide
by the decision.
4. Rights and Remedies
The duties and obligations imposed by the Agreement and the rights and remedies
available thereunder shall be in addition to and not a limitation of any duties, obligations,
rights and remedies otherwise imposed or available by law. No action or failure to act by
the City or Contractor shall constitute a waiver of any right or duty afforded any of them
under the Agreement, nor shall any such action or failure to act constitutes an approval
of or acquiescence in any breach thereunder, except as may be specifically agreed in
writing.
5. ADA Accessibility & OCTA Requirements
Vehicles shall be ADA accessible and must meet with all OCTA Grant Requirements.
6. OCTA Grant Fund Requirements
Contractor is aware that loss of grant funds from the Orange County Transportation
Authority will result in termination of subject contract. OCTA grant requirements general
include:
Professional Parking Page C-1
19-187
• Service shall meet or exceed minimum standard of 10 boardings per Vehicle hour
on average, which must be achieved within the first 12 months of operation and
every year thereafter.
• Separate and distinct operating hours and cost must be provided in the detail and
as requested by the City, OCTA and FTA if applicable, e.g. Vehicle hours, total
boardings, boardings per revenue hour, operating costs, net operating costs (less
fares, if any), etc.
• Allow inspection and audit of records.
• Operator shall indemnify City against liability for operation, equipment failure, etc.
• Termination for convenience within 60 -days' notice.
• Compliance with all applicable federal, state and local laws and licenses.
• Meet all ADA accessibility requirements.
Professional Parking Page C-2
19-188
EXHIBIT D
PROGRAM FEE SCHEDULE
City shall pay Contractor on an annual fixed lump sum capital cost plus Vehicle Revenue
Hour ("VRH") basis for all service. The calculation of these rates is made using the rate(s)
listed below.
City may vary the VRH to be provided under this Agreement within 25% of the annual
estimates. If the amount varies by more than 25%, City and Contractor will renegotiate
the hourly rate for that Agreement year.
The City shall deduct from the invoice and other observation any penalties based upon
City's determination of performance in relation to the penalties section of the Agreement.
The Contract proposal for services is as follows per schedule below:
Year 1 (Original Term)
Fixed lump sum capital cost + Hourly Operating Rate for Standard Shuttle (wrapped)
Years 2 -7 -
Fixed lump sum capital cost + Hourly Operating Rate for Standard Shuttle (wrapped)
See below
Should the City request that the shuttles be replaced by Trollies during a future year, City
and Contractor shall negotiate costs and equipment via written Amendment to this
Agreement.
Initial Year of Service
(Original Term)
Capital 2017
2018
2019
2020
2021
2022
2023
Total
Vehicle $15,000
$15,000
$15,000
$16,000
$16,000
$16,000
$16,000
$109,000
GPS $2,400
$2,400
$2,400
$2,500
$2,500
$2,500
$2,500
$17,200
Wrap $20,000
$20,500
$21,000
$21,500
$22,000
$22,500
$22,300
$149,800
$37,400
$276,000
$37,900
$38,400
$40,000
$40,500
$41,000
$40,800
Operating $79,510
$82,517
$85,630
$87,751
$91,083
$94,531
$98,797
$619,818
Total
I $116,910
l $120,417
I $124,030
$127,751
I $131,583
I $135,531
I $139,597 I
$895,818
Hourly Rate $73.44 $76.23 $79.11 $81.06 $84.14 $87.33 $91.27
(Operating)
Schedule is based on 2 days a week (86.6 hours a week), 12 operating weeks and the 4th of July
Professional Parking Page D-1
19-989
EXHIBIT E
ROUTE MAP, STOPS, AND DRAFT SCHEDULES
Proposed Stops
Southbound Stops
Northbound Stops
Hoag Lower Lot
Oceanfront - Pala
.... .... ..... ... ... . . .... .... ... ... ....
Newport . . . .. . & S . h .. o . d .............
Balboa i -C
Newport & 28 t1l
Newport & 23"
Balboa & 12
Balboa& 19t `
........................ -- ..................................
Balboa & 16
Balboa & 15"1
Balboa & 11
Balboa & 8
......................
Balboa & Coronado
..
...... .... . ..... - . .... ..... ...............
Oceanfront - Palm
Balboa & 20 -
Newport & 23t'
Newport
... . ...... . .......... ....... . .....................
Newport & Finley
Hoaa Lower Lot
Notes: Stops in italics are new stops', others are existing OCTA stops.
Professional I Parking— . . ...... --- Page E-1 19-190
Schedule from Hoag Hospital Lower Lot
Leave
Balboa
Arrive
Leave
Balboa
Arrive
Lower lot
& '15th
Balboa Pier Balboa Pier
& 16th
Lower lot Layover
7:30 AM
7:42 AM
7:42 A1'A
7:57 APY1
0:03
7:45+ AM
7:57 AM
7:57 ANI
8:12 AM
0:03
8:00,41,1
8:12 AM
3:12 h.1
8:27 APY1
0:03
8:15 AM
AM
8:27 ANI
88p:42 AM
0:03
8:30,41
88:27
8.42 AM
J.42 LI
8:57 APY1
8:45 ANI
AM
8:57 AM
9:12 NO
10:00 AfY1
y
10.06 AN1
n8:57
0.14 APY1
10:14 ANI
^
1 0.22 AM
10:31 AIY1
13:14
*10:15 AM
10:21 AM
-10:29 APY9
10:29 AM
I 137 NO
10:46 AM
0:14
10:3a AM
10:36 Ahl
10:44 Al
10:44 AM
10:52 Adel
'11:01 AM
0:14
0.45 NO
10:51 AN
10:59 NO
10:59 NO
11:07 AP'A
'11:16. AM
0:14
11:00 AM
11:06 AM
11:14 APO
1'1:'14 AM
11:22 AM
11:31 AM
0:14
11:15 AM
11:21 A141
11:29 AM
1,1:29.41
11:37 AN
'11:46 APO
0:'14
1 1:30 A141
11-38 A1'r1
1 1:47 APY1
11:47 APA
11:55 AM
12:0' PM
0:07
11:45 AM
'11:53 Ahl
12:02 PPY9
'12:02 PN1
12:12 PNI
12:23 PPY9
0:07
'12-00 PM
'12-09 PM
12:19 PM
12:19 PM
12:29 NO
12:42 PM
0:18
12:15 PM
12:24 PP;1
12:34 PPY1
12:34 PM
12:45 PNI
12:57 PPY1
0:18
12:30 PM
12:39 PPY1
12:49 PM
'12:49 PPA
1:00 PPA
1:12 PM
0:18
12:45 PM
12:54 PM
1:04 PM
1:04 PPA
1:15 PPA
1:27 PPY9
0:18
1:00 PM
1:09 PM
1:20 PM
1:20 PM
1:31 PM
1:44 PM
0:16
1:15 PY1
1:24 P PA
1:35 PM
1:35 PM
1:46 PNI
1: 59 P PY1
CI: *16
1:30 PM
1:39 PM
'1:50 PM
1:50 PM
2:01 PPA
2:14 PM
0:16
1:45 PM
1:54 PPA
2:05 PM
2:05 PPet
2:16 PPA
2:29 PM
0:16
2:00 PM
2:0,91 PA
2:20 PNI
2:20 PM
2:31 PPA
2:45 PM
0:'15
2:15 PY1
2.24 PPA
2:35 PPY9
2:35 PPA
2:48 PPY9
3:00 PPY1
0:15
2:30 PPY9
2:39 PM
2:50 PM
2:50 PM
3:01 PPA
3:15 PM
0:15
2:45 PM
2:54 PM
3:05 PM
3:05 PPY1
3:16 PM
3:30 PNI
0:15
3:00 PM
3:09 PM
3:20 P10
320 IIIA
3:31 PPA
3:45 PM
0:15
3:1c. PPY1
3:24 PM
3:35 PM
3:35 P1'A
3:46 PNI
4:00 PPY1
0:15
3:30 PPY9
3:39 PM
3:50 PM
3-50 PPY9
4:01 Ptr'I
4:15 PM
0: I5
3:45 PM
3:54 PM
4:05 PM
4:05 PNI
4:16 PPA
4:30 PM
0:15
4:00 PM
4:09 PM
4:20 PM
4:20 PM
4:31 PPA
4:45 PM
0:15
4:15 PM
4:24 PPA
4:35 PPA
4:35 P%-1
4:46 P'A
5:00 PM
0:15
4:30 PM
4:39 PIA
4:50 PM
4:50 PA
5:01 IDIM
5:15 PM
0:15
4:45 PM
4:54 PIA
5:05 PPA
5:05 PPY1
5:16 Ph9
5:30 PM
0:15
5:00 PM
5:09 PM
5:20 PPA
5:20 PPY1
5:31 PPA
5:45 PM
6:15
6:1IN PY1
5:24 PM
5:35 PPy1
5:35 PM
5:46 PM
6:00 PPA
0:15
5:30 PM
5:39 PPA
5:50 PPA
5:50 PM
6:01 PM
6:15 PM
0:15
5:45 PM
5:54 PPA
6:05 PM
6:05 PM
6:16 PPA
6:30 PPY9
0:15
6:00 PY1
6:09 PM
6:20 PI -A
6:20 PM
6:31 Pla9
6:45 PM
0:15
6:16 PPY1
6:24 PM
6:35 PM
6:35 PNI
6:46 PY9
7:00 PM
0:15
6:30 PM
6:39 Plot
6:50 PPA
6:50 PNI
7:01 PPA
7:15 PM
0:15
6:45 PPY9
6:54 PPA
7:05 P10
7:05 PPA
7:16 PM
7:30 PM
0:15
7:00 PPY9
7:09 PIA
7:20 PM
7:20 PPA
7:31 PI
7:45 PM
0:15
7:15 PPY1
7:24 PPA
7:36 PM
7.35 PPA
7:46 PM
8:00 PM
0:15
7:30 PM
7:39 PKI
7:50 PPA
7:50 PM
8:01 IDNI
8:15 PNI
0:15
7:45 PM
7:54 PM
8:05 PM
8:05 PM
8:16 PPy9
8:30 PrO
8:00 PPY9
5:06 PPA
8:17 PM
8:17 PPY1
8:28 PPA
8:38 PM
0:07
8:16 PPY9
8:21 PM
8:32 PM
8:32 PPA
8:43 PM
8:53 PPY1
8:30 PPY9
8:36 PPA
8:47 PM
8-47 PM
8:58 PPA
9:08 PM
8:45 PPY9
8:51 PM
9.02 PPY9
9:02 PM
9:13 PPA
9:23 PM
Professional Parking Page E-1 19-191
EXHIBIT F
INSURANCE REQUIREMENTS —SERVICES
Provision of Insurance. Without limiting Contractor's indemnification of City, and
prior to commencement of Work, Contractor shall obtain, provide and maintain at
its own expense during the term of this Agreement, policies of insurance of the
type and amounts described below and in a form satisfactory to City. Contractor
agrees to provide insurance in accordance with requirements set forth here. If
Contractor uses existing coverage to comply and that coverage does not meet
these requirements, Contractor agrees to amend, supplement or endorse the
existing coverage.
2. Acceptable Insurers. All insurance policies shall be issued by an insurance
company currently authorized by the Insurance Commissioner to transact
business of insurance in the State of California, with an assigned policyholders'
Rating of A- (or higher) and Financial Size Category Class VII (or larger) in
accordance with the latest edition of Best's Key Rating Guide, unless otherwise
approved by the City's Risk Manager.
3. Coverage Requirements.
A. Workers' Compensation Insurance. Contractor shall maintain Workers'
Compensation Insurance, statutory limits, and Employer's Liability
Insurance with limits of at least one million dollars ($1,000,000) each
accident for bodily injury by accident and each employee for bodily injury by
disease in accordance with the laws of the State of California, Section 3700
of the Labor Code.
Contractor shall submit to City, along with the certificate of insurance, a
Waiver of Subrogation endorsement in favor of City, its City Council, boards
and commissions, officers, agents, volunteers, employees and any person
or entity owning or otherwise in legal control of the property upon which
Contractor performs the Project and/or Services contemplated by this
Agreement.
B. General Liability Insurance. Contractor shall maintain commercial general
liability insurance, and if necessary umbrella liability insurance, with
coverage at least as broad as provided by Insurance Services Office form
CG 00 01, in an amount not less than one million dollars ($1,000,000) per
occurrence, two million dollars ($2,000,000) general aggregate. The policy
shall cover liability arising from premises, operations, personal and
advertising injury, and liability assumed under an insured contract (including
the tort liability of another assumed in a business contract).
C. Automobile Liability Insurance. Contractor shall maintain automobile
insurance at least as broad as Insurance Services Office form CA 00 01
covering bodily injury and property damage for all activities of Contractor
arising out of or in connection with Work to be performed under this
Agreement, including coverage for any owned, hired, non -owned or rented
Professional Parking Page F-1 19-192
Vehicles, in an amount not less than five million dollars ($5,000,000)
combined single limit each accident.
4. Other Insurance Requirements. The policies are to contain, or be endorsed to
contain, the following provisions:
A. Waiver of Subrogation. All insurance coverage maintained or procured
pursuant to this Agreement shall be endorsed to waive subrogation against
City, its City Council, boards and commissions, officers, agents, volunteers,
employees and any person or entity owning or otherwise in legal control of
the property upon which Contractor performs the Project and/or Services
contemplated by this Agreement or shall specifically allow Contractor or
others providing insurance evidence in compliance with these requirements
to waive their right of recovery prior to a loss. Contractor hereby waives its
own right of recovery against City, and shall require similar written express
waivers from each of its subcontractors.
B. Additional Insured Status. - All liability policies including general liability,
excess liability, pollution liability, and automobile liability, if required, but not
including professional liability, shall provide or be endorsed to provide that
City, its City Council, boards and commissions, officers, agents, volunteers,
employees and any person or entity owning or otherwise in legal control of
the property upon which Contractor performs the Project and/or Services
contemplated by this Agreement shall be included as insureds under such
policies.
C. Primary and Non Contributory. All liability coverage shall apply on a primary
basis and shall not require contribution from any insurance or self-insurance
maintained by City.
D. Notice of Cancellation. All policies shall provide City with thirty (30)
calendar days' notice of cancellation (except for nonpayment for which ten
(10) calendar days' notice is required) or nonrenewal of coverage for each
required coverage.
5. Additional Agreements Between the Parties. The parties hereby agree to the
following:
A. Evidence of Insurance. Contractor shall provide certificates of insurance to
City as evidence of the insurance coverage required herein, along with a
waiver of subrogation endorsement for workers' compensation and other
endorsements as specified herein for each coverage. Insurance certificates
and endorsement must be approved by City's Risk Manager prior to
commencement of performance. Current certification of insurance shall be
kept on file with City at all times during the term of this Agreement. City
reserves the right to require complete, certified copies of all required
insurance policies, at any time.
Professional Parking Page F-2
19-193
B. City's Right to Revise Requirements. City reserves the right at any time
during the term of the Agreement to change the amounts and types of
insurance required by giving Contractor sixty (60) calendar days' advance
written notice of such change. If such change results in substantial
additional cost to Contractor, City and Contractor may renegotiate
Contractor's compensation.
C. Enforcement of Agreement Provisions. Contractor acknowledges and
agrees that any actual or alleged failure on the part of City to inform
Contractor of non-compliance with any requirement imposes no additional
obligations on City nor does it waive any rights hereunder.
D. Requirements not Limiting. Requirements of specific coverage features or
limits contained in this Section are not intended as a limitation on coverage,
limits or other requirements, or a waiver of any coverage normally provided
by any insurance. Specific reference to a given coverage feature is for
purposes of clarification only as it pertains to a given issue and is not
intended by any party or insured to be all inclusive, or to the exclusion of
other coverage, or a waiver of any type. If the Contractor maintains higher
limits than the minimums shown above, the City requires and shall be
entitled to coverage for higher limits maintained by the Contractor. Any
available insurance proceeds in excess of the specified minimum limits of
insurance and coverage shall be available to the City.
E. Self-insured Retentions. Any self-insured retentions must be declared to
and approved by City. City reserves the right to require that self-insured
retentions be eliminated, lowered, or replaced by a deductible. Self-
insurance will not be considered to comply with these requirements unless
approved by City.
F. City Remedies for Non -Compliance. If Contractor or any subcontractor fails
to provide and maintain insurance as required herein, then City shall have
the right but not the obligation, to purchase such insurance, to terminate this
Agreement, or to suspend Contractor's right to proceed until proper
evidence of insurance is provided. Any amounts paid by City shall, at City's
sole option, be deducted from amounts payable to Contractor or reimbursed
by Contractor upon demand.
G. Timely Notice of Claims. Contractor shall give City prompt and timely notice
of claims made or suits instituted that arise out of or result from Contractor's
performance under this Contract, and that involve or may involve coverage
under any of the required liability policies. City assumes no obligation or
liability by such notice, but has the right (but not the duty) to monitor the
handling of any such claim or claims if they are likely to involve City.
H. Contractor's Insurance. Contractor shall also procure and maintain, at its
own cost and expense, any additional kinds of insurance, which in its own
judgment may be necessary for its proper protection and prosecution of the
Work.
Professional Parking Page F-3
19-194
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