Art3_AppleValley_FY21_BikePed_BearValleyBridge_Ext_241204December 5, 2024
Paula Pereira
Project Manager Via email at: ppereira@applevalley.org
RE: FY21/22 Bear Valley Rd Bridge Connector – Extension
Dear Ms. Pereira:
On December 4, 2024 the San Bernardino County Transportation Authority (SBCTA) Board of Directors approved the Town’s August 14, 2024 request to extend the deadline to complete the Transportation Development Act (TDA) Article 3 grant funded project as outlined below.
Project Type Bicycle/Pedestrian Allocation Number Project Description Bear Valley Rd Bridge Connector
TDA Article 3 Award $232,300
Local Match $232,300
Local Share 50% ATP Share (if applicable) NA Total Project Cost $464,600 Original Deadline 6/30/2025 Revised Deadline 12/31/2027
No. of Years Extended 2.5
As a friendly reminder, the TDA Article 3 grant award is paid through a reimbursement process upon project completion or through progress payments for awards over $200,000 (with a 20% retention until project completion). It is required that a TDA claim form and supporting documentation of project
completion or progress are submitted to SBCTA prior to disbursement of funds. The TDA Article 3 grant award is for a maximum reimbursable amount. Should your project exceed the maximum reimbursable amount, SBCTA will not provide any additional reimbursement. For projects completed under the awarded amount, SBCTA will reimburse your agency for the TDA Article 3 share of the project using the match percentage identified above and in your grant application. Please also keep in mind that staff expenses may only be used to fulfill the local match requirement under select circumstances.
Upon project completion, please go to www.gosbcta.com/tda3 to access claim forms and instructions for reimbursement filing. If you have any questions, please contact me via email at gkoblasz@gosbcta.com or by phone at (909) 884-8276 x112.
Sincerely,
Ginger Koblasz Data and Analytics Program Manager
Cc Mike Podegracz, Julie Ryan, and Richard Pedersen
L22-0702-0731-00
Entity: San Bernardino County Transportation Authority
Minute Action
AGENDA ITEM: 19
Date: December 4, 2024
Subject:
Transportation Development Act Article 3 Annual Update: Fiscal Year 2023/2024
Recommendation:
That the Board, acting as the San Bernardino County Transportation Authority (SBCTA):
A. Receive an update on the status of active Transportation Development Act (TDA) Article 3
awards.
B. Direct SBCTA staff to work with the City of Rialto to resolve issues associated with TDA
Article 3 transit awards that have not progressed within the first year, as required by the
adopted guidelines, with a rescission of the awards if progress is not made by
January 31, 2025.
C. Extend the deadline for the Town of Apple Valley’s Fiscal Year 2021/2022 Bear Valley
Road Bridge Connector bicycle/pedestrian improvement award from June 30, 2025 to
December 31, 2027.
Background:
San Bernardino County Transportation Authority (SBCTA) oversees the disbursement of 2% of
the Local Transportation Funds (LTF) made available to counties and cities for facilities for the
exclusive use of pedestrians and bicyclists, known as the Transportation Development Act
(TDA) Article 3 Program. In August 1999, the SBCTA Board of Directors (Board) approved a
policy that 20% of the Article 3 program would be made available for projects that improve
access to transit stops for pedestrians and persons with disabilities. The remaining 80% would be
available for pedestrian and bicycle projects.
Over the years, SBCTA has had to modify the guidelines employed to disburse these funds to the
different agencies throughout the county as needs changed and lessons were learned.
These guidelines were last updated by the Board on May 3, 2023. One modification aimed at
ensuring projects are completed as originally scoped is to require submittal of an annual Progress
Report. By definition, “progress” is to be measured by the expenditure of funds within one year
of award notification and awarding a construction contract for construction awards within three
full fiscal years. The approved regulation that applies to all active awards stipulates that:
a) If the recipient is unable to demonstrate that funds have been expended in the first year,
then those funds will be automatically rescinded and provided to the next highest scoring
application within the same award category.
b) Additionally, funds will be rescinded for construction projects in cases where a
construction contract has not yet been awarded within three full fiscal years. Since the
completion deadline for all awards is roughly three years after issuance, the expectation is that
a contractor will have been selected within at least the three full fiscal years. Upon Board
approval, all active award recipients will be notified of these guidelines and subject to
rescission if appropriate actions have not been taken to progress the project.
19
Packet Pg. 250
Board of Directors Agenda Item
December 4, 2024
Page 2
San Bernardino County Transportation Authority
All active award recipients were notified of the updated requirements during the collection of
project updates in preparation for the previous Fiscal Year (FY) 2022/2023 Annual Report.
As this is a new regulation, the majority of FY 2021/2022 award recipients did not expend funds
within one year of award notification since they were not aware of the need to do so.
However, the majority of recipients have schedules that are consistent with the original deadline.
SBCTA staff recommends these projects be “grandfathered in” and allowed to proceed as
planned.
An analysis of the Annual Report included in
Attachment A indicates an improvement as
compared to the previous FY in terms of the
number of projects needing to be modified and
funding needing to be rescinded (Figure 1).
During solicitation of active project status
information, it became apparent that the City of
Rialto’s transit projects are not progressing as
required by the program guidelines.
Additionally, the Town of Apple Valley
requested an extension from June 30, 2025 to
December 31, 2027 for their FY 2021/2022
Bear Valley Road Bridge Connector
bicycle/pedestrian improvement award
(Attachment B). The extension request is needed due to delays in securing a construction
contractor. Despite advertising twice for Phase I, the Town received no bids. They shifted the
construction strategy to change it from Phase I and Phase 2 (bridge and roadwork) and expect to
be successful when they advertise again in January 2025.
Financial Impact:
This item is consistent with the adopted Budget for Fiscal Year 2024/2025.
Reviewed By:
This item was reviewed and unanimously recommended for approval by the Transit Committee
on November 14, 2024.
Responsible Staff:
Ginger Koblasz, Senior Planner
FY22/23 FY23/24
Active Projects 56 67
Count 16 15
Total $2,180,444 $1,915,597
Count 10 0
Total $1,653,299 $0
Count 25 16
Total $5,665,626 $3,966,762
Count 13 11
Total $3,566,277 $1,744,041
Extensions
Completed
Rescinding Letters Sent
Scope Changes
Figure 1: Open Project Analysis
Approved
Board of Directors
Date: December 4, 2024
Witnessed By:
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Packet Pg. 251
Engineering Department
August 14,2024
San Bernardino County Transportation Authority
Attn.:Ms.Lisa Chou
1170 West Third Street,2nd Floor
San Bernardino,CA 92410
Subject:FY 2021/ 2022 Bear Valley Road Bridge Connector time extension request
Dear Ms.Chou,
The Town of Apple Valley respectfully requests an extension of the completion date for the
above referenced project to 12/31/2027.
Although the Town advertised twice for Phase 1 grading and utilities relocation)there
were no bids.That led to a shift in the project construction strategy changing it from Phase
1 and Phase 2 bridge and road work)to one construction phase only.This translates into
schedule and order of work changes.The current project milestones are as follows:
Advertising for Construction:January 2025
Construction contract award:February 2025
Begin Construction:March 2025
Complete Construction Contract August 2027
While the Town expects to complete work on TDA Article 3 eligible items well before
overall project completion,this time extension will allow for sufficient time to construct,
seek reimbursement and close-out this large scale and complex project.
Should you have any questions or concerns please don’t hesitate to contact me at your
convenience.
Thank you for your time and consideration.
Best regards,
Paula Pereira
Project Manager
Attachment B
19.b
Packet Pg. 257 Attachment: AppleValley_FY19_Transit_Thunderbird_7_ExtRqst_240814 (11065 : Transportation Development Act Article 3 Annual Update: