Art3_AppleValley_FY19_Transit_Thunderbird_6_Ext_230906
September 6, 2023
Rich Berger
Project Manager
Via email at: RBerger@applevalley.org
RE: FY19/20 TDA Article 3 Thunderbird Road Bus Turnout; REVISED to Bear Valley & Navajo Rd
Turnout Award – Extension
Dear Mr. Berger:
On September 6, 2023, the San Bernardino County Transportation Authority (SBCTA) Board of
Directors approved the Town of Apple Valley’s May 22, 2023 request to extend the deadline to complete
the Transportation Development Act (TDA) Article 3 grant funded project as outlined below.
Project Type Transit
Allocation Number L20-TAV-07
Project Description Thunderbird Road Bus Turnout; REVISED to Bear Valley &
Navajo Rd Turnout
TDA Article 3 Award $53,897
Local Match $75,043.19
Local Share 58.2%
ATP Share (if applicable) NA
Total Project Cost $128,940.19
Original Deadline 12/31/2022
Revised Deadline 12/31/2024
No. of Years Extended 2
As a friendly reminder, the TDA Article 3 grant award is paid through a reimbursement process upon
project completion. It is required that a TDA claim form and supporting documentation of project
completion 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
Senior Planner
14955 Dale Evans Parkway • Apple Valley, California 92307 • 760.240.7000
May 22, 2023
San Bernardino County Transportation Authority
Attn: Ginger Koblasz
1170 West Third Street, 2nd Floor
San Bernardino, CA 92410
Subject: FY 19/20 TDA Article 3 Thunderbird Road Bus Turnout Award – Extension
Ginger,
The Town of Apple Valley is requesting an extension of the completion date for the subject project
(Renamed Bear Valley & Navajo Rd Turnout) to December 2024.
The project was incorporated into a larger intersection related project that includes signal and ADA
ramp upgrades at all four corners of two separate intersections. During our review, we identified an
area where a large electronic (7-11) sign needs to be relocated to maximize the cueing area for
pedestrians waiting to cross. This corner is typically used by students waiting to cross Bear Valley Road
to access Apple Valley High School and, subsequently, the existing bus stop. We have an alternate
design that is less desirable but sufficient if we’re unable to get ROW. Our current timeline is as follows:
• August 30, 2023 – Finalize ROW
• November 30, 2023 -- Finalize design and order signal poles. This could take six months or more
for delivery.
• April/May 2024 – Project bidding and award.
• June 2024 – begin construction of intersection improvements and bus turnout.
• September 2024 – finalize construction and closeout.
• October 2024 – finalize SBCTA closeout and reimbursement.
The added two months gives us flexibility if we run until delivery delays or other problems.
Thank you for your consideration.
Regards,
Rich Berger
Project Manager
Entity: San Bernardino County Transportation Authority
Minute Action
AGENDA ITEM: 24
Date: September 6, 2023
Subject:
Transportation Development Act Article 3 Annual Update: Fiscal Year 2022/2023
Recommendation:
That the Board, acting as the San Bernardino County Transportation Authority (SBCTA):
A. Allow Fiscal Year (FY) 2021/2022 projects to proceed where approved guideline update
requiring expenditure within the first year was not met..
B. Extend the deadline for the Town of Apple Valley FY 2019/2020 Bus Turnout at Bear Valley
Road and Navajo Road Transportation Development Act (TDA) Article 3 award from
December 31, 2023 to December 31, 2024 (originally December 31, 2022).
C. Extend the deadline for the City of Rancho Cucamonga FY 2019/2020 Day Creek Channel
Bike Trail TDA Article 3 award from December 31, 2023 to December 31, 2024
(originally December 31, 2022).
D. Allow Omnitrans to modify the scope of work for their FY 2021/2022 Transit Stop
Improvements TDA Article 3 award to include comparable improvements to be completed at
alternate, yet to-be-determined locations upon written approval by the SBCTA Transit Manager.
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 the three full fiscal years at a minimum.
Board of Directors Agenda Item
September 6, 2023
Page 2
San Bernardino County Transportation Authority
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.
All active award recipients were notified of the new requirements during the collection of project
updates in preparation for this 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 the following regarding the
56 awards that were active during FY 2022/2023:
A scope change or an extension was needed for 13 (23%) of the 56 projects.
At $3,566,277, the total for these modified projects accounts for 34% of the $10,470,538
total.
The average extension was for 3.5 years. The longest extension was for a $127,648
FY 2011/2012 award that was rescinded with the recipient’s consent.
16 (29%) projects were completed.
10 (18%) projects with an award total of $1,653,299 were tentatively rescinded
(some still have 30 days to appeal) as a result of exceeding the award expiration date or,
as in the case of the City of Big Bear Lake, no longer include the project in their
jurisdiction’s plans. Of these 10 projects, nine were previously granted either a scope
change and/or an extension.
During solicitation of active project status information, the Town of Apple Valley
(Attachment B) and the City of Rancho Cucamonga (Attachment C) requested extensions and
Omnitrans requested a Scope Change (Attachment D). Below is a little more information about
each.
The Town of Apple Valley (Town) requests an extension from December 31, 2023 to
December 31, 2024 (originally December 31, 2022) for their FY 2019/2020 Bus Turnout
at Bear Valley Road and Navajo Road project. This project is incorporated into a larger
related intersection project. The Town identified an area where a large electronic 7-11
sign needs to be relocated in order to maximize the queuing area for pedestrians waiting
to cross. The requested extension includes a two-month buffer in case they run into
additional delivery delays.
The City of Rancho Cucamonga requests an extension from December 31, 2023 to
December 31, 2024 (originally December 31, 2022) for their FY 2019/2020 Day Creek
Channel Bike Trail award. Right-of-way acquisition for a portion of Southern California
Edison’s property needed to complete this project has taken longer than anticipated.
Several of the transit stop improvements for which Omnitrans was awarded to complete
in FY 2021/2022 have already been completed through other means. While Omnitrans
has identified potential alternate locations as outlined in Attachment D, they have yet to
finalize coordination for these new sites with the City of Montclair. SBCTA staff
recommends the SBCTA Board permit Omnitrans to use the awarded funds to complete
Board of Directors Agenda Item
September 6, 2023
Page 3
San Bernardino County Transportation Authority
comparable improvements at alternate sites upon written approval by the SBCTA Transit
Manager.
Financial Impact:
This item is consistent with the Fiscal Year 2023/2024 Budget.
Reviewed By:
This item was reviewed and unanimously recommended for approval by the General Policy
Committee on August 9, 2023.
Responsible Staff:
Ginger Koblasz, Senior Planner
RESULT: APPROVED [UNANIMOUS]
MOVER: L. Dennis Michael, City of Rancho Cucamonga
SECONDER: Frank Navarro, City of Colton
AYES: Ramos, Bishop, Herrick, Ulloa, Marquez,
Navarro, Warren, Rodriguez-Robles, Swanson,
McCallon, Dutrey, Jernigan, Michael, Robertson,
Tran, Klink, Jones, Duncan, Denison, Cook,
Armendarez, Rowe, Hagman, Baca Jr., Hernandez
(Alt.), Jindal (Alt.), Breitling (Alt.)
ABSENT: Wapner, Barich
Approved
Board of Directors
Date: September 6, 2023
Witnessed By: