Memorandum. Date: RE: Citizens Advisory Committee

Transcription

1 Memorandum Date: RE: Citizens Advisory Committee June 22, 2011 To: From: Subject: Summary Citizens Advisory Committee Anna LaForte Deputy Director for Policy and Programming Maria Lombardo Chief Deputy Director for Policy and Programming ACTION Adopt a Motion of Support for the Allocation of $270,819 in Prop K Funds, with Conditions, to the San Francisco Municipal Transportation Agency for One Project and $1,275,900 in Prop K Funds, with Conditions, to the Department of Public Works for Two Projects, Subject to the Attached Fiscal Year Cash Flow Distribution Schedules, and Amendment of the Relevant 5-Year Prioritization Program As summarized in Attachments 1 and 2, we have three Prop K allocation requests totaling $1,546,719 to present to the Citizens Advisory Committee (CAC). The San Francisco Municipal Transportation Agency (SFMTA) has requested $270,819 to match $1,083,277 in Lifeline Transportation Program funds the Authority Board programmed in July 2010 to the SFMTA for its portion of the Eastside Connections project, which is a joint effort with Bay Area Rapid Transit District (BART) to improve accessibility at the Balboa Park station. The scope of the SFMTA s request includes building a new boarding area and accessible key stop on San Jose Avenue between Geneva and Ocean Avenue, eight related curb ramps, utility and pole relocation, demolishing the existing key stop between the BART and Muni stations once a new stop is completed through BART s portion of the project, and coordination with BART staff. The Department of Public Works (DPW) has submitted two requests: $761,000 for procurement of street cleaning and repair equipment; and $514,900 for the first phase of accessibility improvements around Union Square Park, which are required by a 2009 settlement agreement. The Union Square Public Right-of-Way Accessibility Improvements project would improve the intersections of Stockton/Post and Powell/Post, including reconstructing the sidewalk to reduce the cross-slope to below 2.5% for a 4-foot wide path of travel around the park, constructing sidewalk bulb-outs and Americans with Disability Act compliant curb ramps, widening existing transit islands, and realigning crosswalks for new corner configurations with pedestrian scramble signals. This project requires an amendment to the Curb Ramps 5-Year Prioritization Program (5YPP) to fully fund the project. We are seeking a motion of support for the allocation of $270,819 in Prop K funds, with conditions, to the SFMTA for one project, and $1,275,000 in Prop K funds, with conditions, to DPW for two projects, subject to the attached Fiscal Year Cash Flow Distribution Schedules, and amendment of the relevant 5YPP. BACKGROUND We have three Prop K allocation requests to present to the Citizens Advisory Committee (CAC) at the June 22 meeting, for potential Board approval on July 19. The San Francisco Municipal Transportation Agency (SFMTA) has requested $270,819 from the Balboa Park Bay Area Rapid Transit (BART)/MUNI Station Access Improvement category of the Prop K Expenditure Plan. The Department of Public Works (DPW) has requested a total of $1,275,900 from the Street Repair and Cleaning Equipment, Pedestrian Circulation and Safety, and Curb Ramps categories for two projects. The Authority Board has approved a 5-Year Prioritization Program (5YPP) for each of the aforementioned Expenditure Plan categories. The DPW s request for the Union Square Public Right-of- Way Accessibility Improvements project includes an amendment to the Curb Ramps 5YPP to fully fund the project. M:\CAC\Meetings\Memo to CAC\2011\06-June 2011\Prop K Grouped CAC - ACTION.doc Page 1 of 4

2 The purpose of this memorandum is to present three allocation requests to the CAC and to seek a motion of support for the allocation of $1,546,719 in Prop K funds, with conditions, for these requests. DISCUSSION Attachment 1 summarizes the three requests for Prop K funds, including information on proposed leveraging (i.e. stretching Prop K dollars further by matching them with other fund sources) compared with the leveraging assumptions in the Expenditure Plan. Attachment 2 provides a brief description of each project. A detailed scope, schedule, budget and funding plan for each project are included in the enclosed Allocation Request Forms. Staff Recommendation: Attachment 3 summarizes the staff recommendations for the allocation requests, including recommended special conditions, and a proposed 5YPP amendment. In all cases, our funding recommendation matches the amount requested by the project sponsor. In the sections below, we provide additional detail on some of the proposed projects. Balboa Park Station Eastside Connections (SFMTA): The SFMTA has requested $270,819 to match $1,083,277 in Lifeline Transportation Program (LTP) funds the Authority Board programmed in July 2010 to the SFMTA for its portion of the Eastside Connections project, which is a joint effort with BART to improve accessibility at the Balboa Park station. The scope of the SFMTA s request includes building a new boarding area and accessible key stop on San Jose Avenue between Geneva and Ocean Avenue, eight related curb ramps, utility and pole relocation, demolishing the existing key stop between the BART and MUNI stations once a new stop is completed through BART s portion of the project, and coordination with BART staff. The scope of the larger Eastside Connections project to be completed by BART, to which the Authority also programmed LTP funds, will enhance the access to BART s recently-completed Westside Station Walkway and Entrance project by constructing a new walkway across the BART tracks to a new Muni boarding area on the east side of the Balboa Park station. This BART-led effort includes constructing: Accessible and structurally reinforced bridge pathway from the newly completed Westside Walkway to the east side of the Balboa Park BART station over the BART tracks; A new canopy structure over the concrete bridge walkway; and An elevated accessible pathway and continuous railing from the Muni key stop to existing station entrance, as well as a new entrance by the BART ticket vending machines/fare gates. The project will be included in the scope of the construction contract for the Green Track Replacement Project, but phased such that the San Jose key stop will be constructed early in the contract schedule and completed in mid The remainder of the scope will be coordinated with the BART portion of the project and completed by mid Union Square Public Right-of-Way Accessibility Improvements (DPW): The DPW has requested $514,900 in Prop K funds for accessibility improvements at Union Square Park. These improvements are required as part of a 2009 lawsuit settlement against the City, which requires that the City provide an accessible route on the sidewalk around Union Square and to the transit stops serving Union Square. The DPW s planned improvements address the settlement requirements as well as the City s obligations under federal and state accessibility statutes, regulations and policies to provide sidewalks and crosswalks that M:\CAC\Meetings\Memo to CAC\2011\06-June 2011\Prop K Grouped CAC - ACTION.doc Page 2 of 4

3 are readily and easily usable by persons with disabilities. Per the settlement, the improvements must be made by June 30, Specifically, the settlement agreement requires a four-foot wide accessible path of travel along the sidewalk, and street and transit upgrades at the corners of Union Square. The continuous 4-foot wide path of travel must have a cross-slope of less than 2.5%. The corners must have Americans with Disability Act compliant curb ramps and provide access to street crossings and nearby transit stops and loading islands. The street crossings must provide signal-controlled crosswalks to maintain separation between vehicle and pedestrian traffic. The DPW has split the project in to two phases. The current request is for Phase I of the overall project, and includes improvements to the Stockton/Post and Powell/Post intersections of Union Square. Phase II includes improvements to the Powell/Geary corner. The corner of Stockton/Geary will be designed and constructed under the Central Subway project at a later date. The DPW is planning to convene a meeting of the City s Capital Planning for Streets Committee agencies the DPW, Mayor s Office on Disability (MOD), the Planning Department, the Port of San Francisco, and the SFMTA on June 17 to gain concurrence from these Better Streets partner agencies that the proposed project is a citywide priority for $339,900 in Prop K funds programmed in Fiscal Years 2010/11 and 2011/12 for Better Streets Projects in the Pedestrian Circulation and Safety category. We will update the CAC at its June 22 meeting with the outcome of this discussion. Future projects funded with Prop K Better Streets Projects line funds will be identified and coordinated through the Capital Planning for Streets Committee. The total cost of construction for Phase I is $579,790. In addition to the $514,900 in Prop K funds, the project is funded by $64,890 in general funds from the MOD. The overall cost of the project, including the design and construction of Phases I and II is $1,065,307. The DPW is working to identify $314,967 in funding to complete construction of Phase II. Potential fund sources include the upcoming cycle for the regional Safe Routes to Transit program or additional Prop K funds. To fund the project, the DPW has requested a 5YPP amendment to reprogram $175,000 in Curb Ramps category funds from the FY 2008/09 Curb Ramps project to this project. We are seeking a motion of support for the allocation of $270,819 in Prop K funds, with conditions, to the SFMTA for two projects, and $1,275,900 in Prop K funds, with conditions, to the DPW for two projects, subject to the attached Fiscal Year Cash Flow Distribution Schedules, and amendment of the relevant 5YPP. ALTERNATIVES 1. Adopt a motion of support for the allocation of $270,819 in Prop K funds, with conditions, to the SFMTA for one project, and $1,275,900 in Prop K funds, with conditions, to the DPW for two projects, subject to the attached Fiscal Year Cash Flow Distribution Schedules, and amendment of the relevant 5YPP. 2. Adopt a motion of support for the allocation of $270,819 in Prop K funds, with conditions, to the SFMTA for one project, and $1,275,900 in Prop K funds, with conditions, to the DPW for two projects, subject to the attached Fiscal Year Cash Flow Distribution Schedules, and amendment of the relevant 5YPP, with modifications. 3. Defer action, pending additional information or further staff analysis. FINANCIAL IMPACTS M:\CAC\Meetings\Memo to CAC\2011\06-June 2011\Prop K Grouped CAC - ACTION.doc Page 3 of 4

4 As detailed in Attachment 2 and the enclosed Allocation Request Forms, this action would allocate a $1,546,719 in Fiscal Year 2011/12 Prop K funds. The allocations would be subject to the Fiscal Year Cash Flow Distribution Schedules contained in the enclosed Allocation Request Forms. The recommended cash flows are consistent with the adopted 2009 Prop K Strategic Plan, and as such, will not trigger the need for additional financing beyond that already assumed in the Strategic Plan. The Prop K Capital Budget (Attachment 4) shows cash flow distribution schedules for the subject projects. Attachment 5 contains a cash-flow-based summary table of the Fiscal Year 2011/12 allocations to date, as well as the recommended cash flow distribution schedules. Sufficient funds are included in the adopted Fiscal Year 2011/12 budget to accommodate the proposed recommendations. Furthermore, sufficient funds will be included in future budgets to cover the recommended cash flow distribution for those respective fiscal years. RECOMMENDATION Adopt a motion of support for the allocation of $270,819 in Prop K funds, with conditions, to the SFMTA for one project, and $1,275,900 in Prop K funds, with conditions, to the DPW for two projects, subject to the attached Fiscal Year Cash Flow Distribution Schedules, and amendment of the relevant 5YPP. Attachments: 1. Summary of Applications Received 2. Project Descriptions 3. Staff Recommendations 4. Prop K Capital Budget 2011/12 5. Prop K 2011/12 Fiscal Year Cash Flow Distribution Summary Table 6. Prop K Allocation Request Forms (3) M:\CAC\Meetings\Memo to CAC\2011\06-June 2011\Prop K Grouped CAC - ACTION.doc Page 4 of 4

5 Attachment 1: Summary of Applications Received EP Line No. 1 Project Sponsor 2 13 SFMTA Project Name Balboa Park Station Eastside Connections Project Type 3 Current Prop K Request Total Cost for Requested Phase(s) Prop K Leveraging Expected Leveraging by EP Line 4 Actual Leveraging by Project Phase(s) 5 Phase(s) Requested Capital $270,819 $1,354,096 72% 80% Construction 35 DPW Street Repair and Cleaning Equipment Capital $761,000 $761,000 29% 0% Procurement 40 DPW Union Square Public Right-of-Way Accessibility Improvements TOTAL Capital $514,900 $579,790 32% 11% Construction $1,546,719 $2,694,886 51% 43% 1 " EP Line No." is the Expenditure Plan line number referenced in the 2009 Prop K Strategic Plan. 2 Acronyms include: SFMTA, which stands for the San Francisco Municipal Transportation Agency (includes the San Francisco Municipal Railway and the Department of Parking and Traffic); and DPW, which stands for the Department of Public Works. 3 "Project Type" differentiates between one-time capital projects, plans and studies (Capital) and on-going annual programs (Annual) funded by Prop K. 4 " Expected Leveraging By EP Line" is calculated by dividing the total non-prop K funds expected to be available for a given Expenditure Plan line item (e.g. Pedestrian Circulation and Safety) by the total expected funding for that Expenditure Plan line item over the 30-year Expenditure Plan period. For example, expected leveraging of 90% indicates that on average non-prop K funds should cover 90% of the total project cost and Prop K should cover only 10% of the project cost. 5 "Actual Leveraging by Project Phase" is calculated by dividing the total non-prop K funds in the project's funding plan by the total cost for the requested phase or phases. If the percentage in the "Actual Leveraging" column is lower than in the "Expected Leveraging" column, the particular request (indicated by yellow highlighting) is leveraging fewer non-prop K dollars than assumed in the Expenditure Plan. M:\CAC\Meetings\Memo to CAC\2011\06-June 2011\Prop K Grouped CAC - ACTION ATT; 1-Summary Page 1of 1

6 Attachment 2: Brief Project Descriptions 1 EP Line No. Project Sponsor Project Name Prop K Funds Requested Project Description 13 SFMTA Balboa Park Station Eastside Connections $270,819 Requested Prop K funds would match $1,083,277 in Lifeline Transportation Program funds the Authority Board programmed in July 2010 to SFMTA for its portion of the Eastside Connections project, which is a joint effort with BART to improve accessibility at the Balboa Park station. Scope of the SFMTA portion of the project includes: building a new boarding area and accessible key stop on San Jose Avenue between Geneva and Ocean Avenue, 8 related curb ramps, utility and pole relocation, demolishing existing key stop between the BART and Muni stations once a new stop is complete, and coordination with BART. The project will be included in the scope of the construction contract for the Green Center Track Replacement project, but phased such that the San Jose key stop will be constructed early in the contract schedule and completed in mid The remainder of the scope will be coordinated with the BART portion of the project and completed by mid DPW Street Repair and Cleaning Equipment $761,000 Requested Prop K funds fund the purchase of two regenerative air street sweepers for its street cleaning fleet, as well as one mechanical street sweeper and one electric generator/light tower for its street repair fleet. All of the vehicles would replace vehicles that are several years overdue for replacement. DPW anticipates procuring all equipment by December M:\CAC\Meetings\Memo to CAC\2011\06-June 2011\Prop K Grouped CAC - ACTION ATT; 2-Description Page 1of 2

7 Attachment 2: Brief Project Descriptions 1 EP Line No. Project Sponsor Project Name Prop K Funds Requested Project Description 40 DPW Union Square Public Right-of- Way Accessibility Improvements $514,900 The 2009 Yates/Skaff Union Square Settlement Agreement requires that the City provide an accessible route on the sidewalk around Union Square Park and to the transit points serving the Union Square Park. Requested Prop K funds will fund construction of Phase I improvements at the intersections of Stockon/Post and Powell/Post. The scope includes: reconstructing the sidewalk to reduce the sidewalk cross-slope to below 2.5% for a 4-foot wide path of travel around the park; removing corner pedestrian islands; constructing sidewalk bulb-outs; removing right-turn-only lanes; constructing two curb ramps at each corner; relocating traffic signal poles; widening existing transit islands at the intersection of Post/Powell to 8 feet and constructing access ramps; realigning crosswalks for new corner configurations with pedestrian scramble signals; and installing appropriate signage and crosswalk painting. The project is also funded by $64,890 in general funds from the Mayor's Office on Disability. Design will be complete by the end of July Construction will begin around August 15, 2011 and be completed by mid-october. Phase II includes improvements to the intersection of Powell/Geary, and will be completed in Spring 2012 after the downtown holiday moratorium on street construction. All work will be completed by DPW and SFMTA labor. 1 See Attachment 1 for footnotes. TOTAL $ 1,546,719 M:\CAC\Meetings\Memo to CAC\2011\06-June 2011\Prop K Grouped CAC - ACTION ATT; 2-Description Page 2of 2

8 Attachment 3: Recommendations 1 EP Line No. Project Sponsor Project Name Prop K Funds Requested Recommendations Deliverables/Special Conditions: SFMTA must provide a construction sequencing plan that coordinates the major tasks for both the Green Center Track Replacement project and SFMTA's portion of the Balboa Park BART Station Eastside Connections project, and expedites completion of the San Jose Avenue key stop. 13 SFMTA Balboa Park Station Eastside Connections $ 270,819 Authority staff recommendation includes conditions such as 1) SFMTA may not incur expenses for the construction phase until Authority staff releases the funds ($270,819) pending receipt of evidence of completion of design and 2) Authority staff shall participate in regular project progress meetings. The latter reflects the need to ensure coordination of the numerous projects and planning efforts occurring in the station area and the high level of commissioner interest. 35 DPW Street Repair and Cleaning Equipment $ 761, DPW Union Square Public Right-of-Way Accessibility Improvements $ 514,900 5YPP Amendment and De-obligation of Prop K Funds: The requested allocation is contingent upon a deobligation of $175,000 in Curb Ramps category funds from the FY 2008/09 Curb Ramps project and a 5YPP amendment to reprogram those funds to the FY 2011/12 Union Square Pedestrian Right-of-Way Accessibility Improvements project. Our recommendation also includes a condition that DPW may not incur expenses for the construction phase until Authority staff releases the funds ($514,900) pending receipt of evidence of completion of design (e.g. copy of stamped design drawings) and environmental clearance. 1 See Attachment 1 for footnotes. TOTAL $ 1,546,719 M:\CAC\Meetings\Memo to CAC\2011\06-June 2011\Prop K Grouped CAC - ACTION ATT; 3-Recommendations Page 1of 1

9 Attachment 4. Prop K FY 2011/12 Capital Budget 1 EP # Sponsor Project Name Total FY 2011/12 FY 2012/13 FY 2013/14 FY 2014/15 TRANSIT 1 SFMTA Mission - Geneva Pedestrian Improvements $ 100,000 $100,000 3 SFMTA New Signal Contract 60 $ 320,000 $260,000 $60, SFMTA Balboa Park Station Eastside Connections $ 270,819 $81,246 $81,246 $81,246 $27, SFMTA Enterprise Asset Management System $ 200,000 $200, SFMTA 22 SFMTA Transit Subtotal PARATRANSIT Green Light Rail Center Track Replacement Mission - Geneva Pedestrian Improvements $ 6,656,000 $1,996,800 $1,996,800 $1,996,800 $665,600 $ 50,000 $50, SFMTA Paratransit $ 9,670,000 $9,670,000 Paratransit Subtotal STREET AND TRAFFIC SAFETY South Access to Golden Gate Bridge - 24 SFCTA Doyle Drive 2 $ 5,397,165 $5,397, DPW 19th Avenue Median Improvements Project $ 7,596,819 $ 2,688,046 $ 2,138,046 $ 2,078,046 $ 692,681 $ 9,670,000 $ 9,670,000 $ - $ - $ - $ 123,250 $123, SFMTA New Signal Contract 60 $ 1,873,984 $740,000 $940,000 $193, SFMTA Mission - Geneva Pedestrian Improvements $ 60,470 $60, SFMTA 15 MPH Zones Near Schools $ 321,700 $271,000 $50, DPW 17th Street Pavement Renovation $ 3,100,000 $1,550,000 $1,550, DPW Street Repair and Cleaning Equipment $ 761,000 $761, DPW Public Sidewalk Repair $ 586,960 $586, SFMTA Sunset Elementary School and AP Giannini Safe Routes to School $ 100,000 $100, SFMTA West Portal Safe Routes to School $ 15,000 $15, SFMTA 38 SFMTA Minna/Natoma Home Zone Implementation Geary Blvd and Steiner St Crosswalk Reopening $ 380,300 $332,300 $48,000 $ 67,000 $67, SFMTA Bicycle Parking $ 125,000 $100,000 $25, SFMTA Bicycle Safety Classes 3 $ 130,000 $130, SFMTA Bike to Work Day Promotion 3 $ 100,000 $100,000 Cash Flow Distribution Capital Budget FY 1112 July Capital Budget-1 Page 1 of 2

10 Attachment 4. Prop K FY 2011/12 Capital Budget 1 Cash Flow Distribution EP # Sponsor Project Name Total FY 2011/12 FY 2012/13 FY 2013/14 FY 2014/15 39 SFMTA Fell and Oak Bikeway Improvements $ 165,000 $100,000 $65, SFMTA Pedestrian Refuge Islands $ 25,000 $25, SFMTA 40 DPW Mission - Geneva Pedestrian Improvements Union Square Public Right-of-Way Accessibility Improvements $ 168,000 $168,000 $ 514,900 $431,900 $83, DPW Curb Ramps $ 796,000 $23,880 $772, DPW Tree Planting and Maintenance $ 1,106,000 $1,106,000 Integrated Transportation Demand 42 SFCTA Management (TDM) Partnership Streets and Traffic Safety Subtotal $ 78,866 $50,000 $28,866 $ 15,995,595 $ 11,477,925 $ 4,323,686 $ 193,984 $ - TSM/STRATEGIC INITIATIVES 24th Street/Mission BART Plaza and 44 BART Pedestrian Improvements TSM/Strategic Initiatives Subtotal $ 303,047 $303,047 $ 303,047 $ 303,047 $ - $ - $ - TOTAL $33,565,461 $24,139,018 $6,461,732 $2,272,030 $692,681 1 This table shows Cash Flow Distribution Schedules for all FY 2011/12 allocations approved to date, along with the current recommended allocation(s). 2 The South Access to Golden Gate Bridge - Doyle Drive project (Resolution 10-66, approved May 18, 2010) included a commitment to appropriate $25,665,487 in Fiscal Year 2010/11 and $5,397,165 in Fiscal Year 2011/12 funds to the Authority for construction support services, subject to appropriation through the Authority's annual budget process. (Fiscal Year 2011/12 budget resolution: Resolution 11-54). 3 Bicycle Safety Classes and Bike to Work Day Promotion: Recommendation includes a commitment to allocate $175,000 and $162,000 respectively in Fiscal Year 2012/13 funds for these projects (Resolution XX-XX, approved 6/28/2011). Shaded lines indicate allocations/appropriations that are part of the current action. Capital Budget FY 1112 July Capital Budget-1 Page 2 of 2

11 Attachment 5. Prop K FY 2011/12 Capital Budget Summary 1 Total FY 2011/12 FY 2012/13 FY2013/14 FY 2011/13 Prior Allocations $ 32,018,742 $ 23,625,872 $ 5,536,486 $ 2,190,784 $ 665,600 Current Request(s) $ 1,546,719 $ 513,146 $ 925,246 $ 81,246 $ 27,081 New Total Allocations $ 33,565,461 $ 24,139,018 $ 6,461,732 $ 2,272,030 $ 692,681 1 This table shows total cash flow for all FY 2011/12 allocations approved to date, along with the current recommended allocation(s). Capital Budget FY 1112 July CF Summary-1 Page 1 of 1

12 Attachment 6 San Francisco County Transportation Authority FY of Allocation Action: 2011/12 Project Name: Implementing Agency: Balboa Park Station Eastside Connections SFMTA - San Francisco Municipal Railway (MUNI) Category: Subcategory: EXPENDITURE PLAN INFORMATION A. Transit ii. Transit Enhancements Gray cells will automatically be filled in. EP Project/Program: d. Balboa Park BART/MUNI station access improvements EP Line Number (Primary): 13 Current Request: Other EP Line Numbers: Supervisorial District(s): $270, SCOPE Sufficient scope detail should be provided to allow Authority staff to evaluate the reasonableness of the proposed budget and schedule. If there are prior allocations for the same project, provide an update on progress. Long scopes may be provided in a separate Word file. Maps, drawings, etc. should be provided on Worksheet 7-Maps.or by inserting additional worksheets. Project sponsors shall provide a brief explanation of how the project was prioritized for funding, highlighting: 1) project benefits, 2) level of public input into the prioritization process, and 3) whether the project is included in any adopted plans, including Prop K 5-Year Prioritization Program (5YPPs). Justify any inconsistencies with the adopted Prop K Strategic Plan and/or relevant 5YPPs. Indicate whether work is to be performed by outside consultants and/or by force account. SFMTA requests a Prop K allocation of $270,819 to fund the construction phase of SFMTA s portion of Balboa Park BART Station Eastside Connections project. This Prop K allocation will leverage Lifeline Transportation Program (LTP) funds from the Public Transportation Modernization, Improvement and Service Enhancement Account (PTMISEA) and State Transit Assistance (STA) programs that were programmed to the project by the Authority Board in July 2010 and will be coordinated with a related LTP-funded Eastside Connections project to be implemented by BART. Please see attached background and scope for further details on this request. P:\Prop K\FY1112\ARF Final\MTA-MUNI Balboa Park Eastside Connections, 1-Scope :FY 10/11 Page 1 of 15

13 Background The Balboa Park Station is a linchpin around which BART and Muni operates. Within the superblock is perhaps the region s most complex rail transit junction. Four BART lines run through the Balboa Park Station itself - BART s fifth busiest station. Tucked next to the BART station is revenue service track for the Muni light rail J- and K-lines, separated from the Green Light Rail Storage and Maintenance Yard (Green Yard) merely by a metal fence. Literally across the street on Geneva Avenue, the M-light rail line terminates. Diagonally across from Balboa Park is Muni s Geneva historic streetcar yard and upper yard. SFMTA s Eastside Connections project is a part of larger scale improvements at the station by BART and SFMTA. SFMTA is coordinating with BART to design and construct an Eastside Connections project that would enhance the access to BART s recently-completed Westside Station Walkway and Entrance project by constructing a new walkway across the BART tracks to a new Muni boarding area on the east side of the Balboa Park station. This BART-led effort includes constructing: a) Accessible and structurally reinforced bridge pathway from the newly completed Westside Walkway to the east side of the Balboa Park BART station over the BART tracks; b) A new canopy structure over the concrete bridge walkway; c) A new accessible key stop for SFMTA s J and K lines; and d) An elevated accessible pathway and continuous railing from the Muni key stop to existing station entrance, as well as a new entrance by the BART ticket vending machines/fare gates. SFMTA Scope SFMTA s share of the project includes: demolishing the existing accessible key stop for the J/K lines on the east side of the BART tracks, relocating utilities such as electrical equipment and light rail overhead contact system (OCS) poles to accommodate BART s Eastside Connection project, constructing a new boarding area and accessible key stop on San Jose Avenue between Geneva and Ocean Avenue, building about eight ADA curb ramps along San Jose Avenue, and coordination between Muni Operations and Maintenance and BART on planning the construction sequencing for the rail replacement and BART s Eastside Walkway projects to minimize the interruption of Muni services. SFMTA s portion of the Balboa Park Station Eastside Connection Project will address imperative needs with upgrades to two SFMTA light rail key stops (ADA-compliant boarding areas) and the creation of an accessible path from one of these stops to a new eastern entrance of the Balboa Park BART station. The first key stop will be at the new pedestrian bridge linking the east and west sides of BART s Balboa Park station. The stop will link to the east entrance to the BART station via a new accessible path. The second key P:\Prop K\FY1112\ARF Final\MTA-Muni Balboa Park Eastside Connections - Scope.doc Page 2 of 15

14 stop will be a new stop along San Jose Avenue at the eastern edge of the larger Balboa Park/ SFMTA Green Yard Light Rail complex. This stop will replace a popular but informal and unmarked stop at the southeast entrance to the Green Yard. All of the elements of this application will offer critical safety and access upgrades to the fifth busiest station in the BART rail system. Green Yard Track Replacement Project The design work for Muni s share of the Balboa Park Station Eastside Connections project scope is being completed as part of SFMTA s Green Light Rail Center Track Replacement project. The proposed Eastside Connections project is adjacent to the SFMTA Green Yard and the construction of it is tied to the Green Rail Replacement project contract, but has a separate funding plan. The Green Rail Replacement project is divided into two sub-projects with different funding plans: To be funded through the subject request: Building a new boarding area and an ADA ramp platform next to Muni revenue track on west side of the sidewalk along San Jose Avenue between Geneva and Ocean Avenue to provide a safer boarding area for Muni patrons. To be funded through Green Rail Replacement project: a) Replacement of approximately 11,200 track feet of worn rails and track switches at the north and south ladder track in the Green Facility where SFMTA stores light rail vehicles. SFMTA will replace existing 90 lb rail with 115 lb rail. b) Replacement of overhead contact systems, wires, and insulation; c) Upgrading the track switch control system at the Meet and Greet ; d) Relocating an overhead pole to provide better safer access for Muni patrons; e) Abandoning the existing inspection pit; and f) Repaving the yard with new pavement and improved yard drainage. Project Benefits The project would significantly enhance safe access for thousands of BART and Muni patrons, as well as pedestrians in general, many of whom are low-income and disabled, who rely on traversing Balboa Park Station as the main path of travel to City College, Lick Wilmerding School, Balboa Park and other destinations around the BART/Muni station. The Eastside Connection Project is clearly valuable as a complement to the recently opened BART Westside Walkway. That project provides a more convenient, safer, and accessible connection between the BART station and Ocean Avenue, but does not address the similar needs of Muni passengers traveling to and from Ocean Avenue. The accessible boarding platform on San Jose Avenue specifically would provide a safer and more comfortable facility than the existing informal boarding area on the narrow walkway next to the J/K tracks near the northwest Geneva/San Jose corner. It would eliminate the need for passengers to congregate in this area, greatly reducing passengers walking immediately next to and sometimes on the tracks. P:\Prop K\FY1112\ARF Final\MTA-Muni Balboa Park Eastside Connections - Scope.doc Page 3 of 15

15 This project will also have major accessibility benefits. It will help J/K passengers with mobility aids who board at the station. Currently, they need to board at the existing key stop next to the BART station, then wait through the end-of-line layover of roughly 10 minutes, potentially without the security of an operator on board. The existing platform does not fully meet ADA standards, but it will be replaced by fully accessible, separate boarding and alighting platforms. Implementation The SFMTA s portion of the construction phase of the Eastside Connections Project will be managed by SFMTA, will be included in the same construction contract as the Green Rail Replacement project, and should take approximately months to complete. The curb ramps may be implemented by City forces. The San Jose Avenue key stop will be constructed first. A deliverable requirement of the Prop K grant for the track replacement project requires the SFMTA to provide a construction sequencing plan that coordinates the major tasks for the Green Rail Replacement project and SFMTA's portion of the Balboa Park BART Station Eastside Connection project, and expedites completion of the San Jose Avenue key stop. The lowest-bid contractor will be responsible for implementing the contract. The close-out phase will take about 4-6 months. Separate DPW crews might be used for constructing the curb ramps along San Jose Avenue. Prioritization Although the Balboa Park Eastside Connections project is not specifically named in the Prop K Transit Enhancements 5YPP, it is eligible for funding from the Balboa Park BART Station Intermodal Implementation placeholder which identifies SFMTA and BART as eligible project sponsors. The Eastside Connection project was prioritized by the SFMTA, BART, and the Transportation Authority because it is a basic safety and accessibility improvement. The 2002 BART Balboa Park Comprehensive Station Plan identified the problems associated with boardings of the J/K light rail lines along the narrow strip next to the Green storage/maintenance yard. This BART study was developed in tandem with the San Francisco Planning Department s Better Neighborhoods Balboa Park Station Area Plan. It was prepared using an extensive set of workshops, meetings, walking tours and other outreach efforts. In addition, the accessible boarding platform on San Jose Avenue was recommended in two recent SFMTA studies including the Balboa Park Station Capacity Study and an April 2009 Balboa Park Pedestrian and Bicycle Connection Project public workshop and identified poor conditions at the J-Church waiting area as a pedestrian safety concern. The Balboa Park Station Capacity Study Draft Final Report recommends the accessible boarding platform on San Jose Avenue (Improvement 13), noting that this walkway has insufficient width, and passengers often walk within the envelope of the LRV s maneuvering space. The San Jose Avenue option is relatively inexpensive, simple to implement, and could be in service in a short period of time. This proposal was reviewed at an October 2010 public workshop and at a December 2010 meeting of the District 11 Neighborhood Council, with no negative comments. Commissioner Avalos and the Mayor s Office have requested that implementation of these improvements be accelerated. P:\Prop K\FY1112\ARF Final\MTA-Muni Balboa Park Eastside Connections - Scope.doc Page 4 of 15

16 FY 2011/12 Project Name: Implementing Agency: Balboa Park Station Eastside Connections SFMTA - San Francisco Municipal Railway (MUNI) ENVIRONMENTAL CLEARANCE Type : Status: Categorically Exempt Completion Date (mm/dd/yy) N/A 10/06/10 PROJECT DELIVERY MILESTONES Enter dates for ALL project phases, not just for the current request. Use July 1 as the start of the fiscal year. Use 1, 2, 3, 4 to denote quarters and XXXX/XX for the fiscal year (e.g. 2010/11). Additional schedule detail may be provided in the text box below. Start Date End Date Quarter Fiscal Year Quarter Fiscal Year Planning/Conceptual Engineering Environmental Studies (PA&ED) R/W Activities/Acquisition Design Engineering (PS&E) / /12 Prepare Bid Documents / /12 Advertise Construction /12 N/A N/A Start Construction (e.g., Award Contract) /12 N/A N/A Start Procurement (e.g. rolling stock) Project Completion (i.e., Open for Use) N/A N/A /14 Project Closeout (i.e., final expenses incurred) / /15 SCHEDULE COORDINATION/NOTES Provide project delivery milestones for each sub-project included in the current request, if appropriate. Describe coordination with other project schedules or external deadlines (e.g., obligation deadlines) that impact the project schedule, if relevant. 1. The boarding area and ADA key stop on San Jose Avenue will be constructed in the first sequencing as part of Green Center Rail Replacement Project and is targeted to be completed in the third or fourth quarter of Fiscal Year 2011/12. 2) ADA curb ramps along San Jose Avenue might be constructed by DPW crews by the third or fourth quarter of Fiscal Year 2011/12. 3) SFMTA will collaborate with BART on designing the Balboa Park Station Eastside Connections project and developing a construction sequencing plan for both BART and SFMTA's contracts that will minimize interruption to Muni services. Construction of the Eastside Connections project is scheduled for ) SFMTA will start demolishing the existing key stop next to BART station after BART completes construction of the new accessible platform and elevated walkway at the J/K terminus. (Demolition of the existing key stop is dependent on completion of the BART's Eastside Connections project. The San Jose Avenue key stop is independent from BART's project.) P:\Prop K\FY1112\ARF Final\MTA-MUNI Balboa Park Eastside Connections, 2-Schedule :FY 10/11 Page 5 of 15

17 FY 2011/12 Project Name: Implementing Agency: Balboa Park Station Eastside Connections SFMTA - San Francisco Municipal Railway (MUNI) COST SUMMARY BY PHASE - CURRENT REQUEST Allocations will generally be for one phase only. Multi-phase allocations will be considered on a case-by-case basis. Enter the total cost for the phase or partial (but useful segment) phase (e.g. Islais Creek Phase 1 construction) covered by the CURRENT Prop K request. Planning/Conceptual Engineering Environmental Studies (PA&ED) Design Engineering (PS&E) R/W Activities/Acquisition Construction Procurement (e.g. rolling stock) Yes/No Yes Cost for Current Request/Phase Prop K - Current Total Cost Request $1,354,096 $270,819 $1,354,096 $270,819 COST SUMMARY BY PHASE - ENTIRE PROJECT Show total cost for ALL project phases based on best available information. Source of cost estimate (e.g. 35% design, vendor quote) is intended to help gauge the quality of the cost estimate, which should improve in reliability the farther along a project is in its development. Planning/Conceptual Engineering Environmental Studies (PA&ED) Design Engineering (PS&E) R/W Activities/Acquisition Total Cost Source of Cost Estimate Planning work done as part of the Balboa Park Comprehensive Station Plan, Balboa Park Station Area Plan, and Balboa Park Station Capacity Study. Design was done as part of the Green Center Track Replacement project. Construction Procurement (e.g. rolling stock) Total: $1,354,096 $1,354,096 SFMTA Estimate Expected Useful Life: 30 Years Enter expected useful life of completed capital project (e.g., use audit number). P:\Prop K\FY1112\ARF Final\MTA-MUNI Balboa Park Eastside Connections, 3-Cost :FY 10/11 Page 6 of 15

18 MAJOR LINE ITEM BUDGET 1. Provide a major line item budget, with subtotals by phase. More detail is required the farther along the project is in the development phase. Planning studies should provide task-level budget information. 2. Requests for project development should include preliminary estimates for later phases such as construction. 3. Support costs and contingencies should be called out in each phase, as appropriate. Provide both dollar amounts and % (e.g. % of construction) for support costs and contingencies. 4. For work to be performed by agency staff rather than consultants, provide base rate, overhead multiplier, and fully burdened rates by position with FTE (full-time equivalent) ratio. A sample format is provided below. 5. For construction costs, please include budget details. A sample format is provided below. Please note if work will be performed through a contract. 6. For any contract work, please provide the LBE/SBE/DBE goals as applicable to the contract. Construction Phase Summary Description Cost Performed By % of Construction Contract Attachment # 1 Contract Cost $ 880,000 Contractor A-1 2 Contingency $ 176,000 20% 3 Construction Management and Inspection $ 132,000 SFMTA 15% A-2 4 Construction Support (PM & Eng.) $ 149,600 SFMTA 17% A-3 5 Other Direct Costs (includes printing cost, community outreach, record keeping, field documentation, and communication expenses) $ 16,496 SFMTA 1.9% Total $ 1,354,096 Attachment A-1 Contract Budget Detail Engineering Estimates (95% SFMTA's Contract Items in this ARF Design) San Jose Boarding Area and Key Stop $ 350,000 Demolition of Key Stop $ 150,000 New Curb Ramps along San Jose Avenue (approximately 8) $ 80,000 Relocation of Muni utilities incld cabinets $ 300,000 Total Contract Amount $880,000 P:\Prop K\FY1112\ARF Final\MTA-MUNI Balboa Park Eastside Connections, 4-Major Line Item Budget :FY 10/11 Page 7 of 15

19 MAJOR LINE ITEM BUDGET - LABOR DETAILS Attachment A-2 Construction Management and Inspection Classification (SFMTA Staff) Position Cost Breakdown Unburdened Overhead Hourly Rate Multiplier Fully Burdened Hourly Rate FTE Ratio Hours Total Cost Construction Management and Inspection Assistant Engineer 5203 $ $ $33,627 Associate Engineer 5207 $ $ $39,147 Engineer 5241 $ $ $22,654 Senior Engineer 5211 $ $ $15,735 Assistant Construction Inspector 6317 $ $ $6,145 Construction Inspector 6318 $ $ $7,468 Senior Construction Inspector 6319 $ $ $2,994 Secretary II 1446 $ $ $4,243 Subtotal $132,000 Attachment A-3 Classification (SFMTA Staff) Position Construction Support (PM& Eng.) Cost Breakdown Unburdened Overhead Fully Hourly Rate Multiplier Burdened Hourly Rate FTE Ratio Hours Total Cost Construction Support (Project Management and Engineering) Project Manager II 5504 $ $ $29,092 Transit Plan IV 5290 $ $ $16,848 Assistant Engineer 5203 $ $ $26,902 Associate Engineer 5207 $ $ $31,318 Engineer 5241 $ $ $18,124 Senior Engineer 5211 $ $ $20,980 Secretary II 1446 $ $ $5,940 Subtotal $149,000 P:\Prop K\FY1112\ARF Final\MTA-MUNI Balboa Park Eastside Connections, 4a-Labor Details :FY 10/11 Page 8 of 15

20 FY 2011/12 Project Name: Implementing Agency: Balboa Park Station Eastside Connections SFMTA - San Francisco Municipal Railway (MUNI) FUNDING PLAN - FOR CURRENT PROP K REQUEST Prop K Funds Requested: $270,819 5-Year Prioritization Program Amount: $412,800 (enter if appropriate) Strategic Plan Amount for Requested FY: $2,400,000 If the amount requested is inconsistent (e.g., greater than) with the Strategic Plan amount and/or the 5-Year Prioritization Program (5YPP), provide a justification in the space below including a detailed explanation of which other project or projects will be deleted, deferred, etc. to accommodate the current request and maintain consistency with the 5YPP and/or Strategic Plan annual programming levels. The 5-Year Prioritization Program (5YPP) amount is the amount of Prop K funds available for allocation in Fiscal Year 2011/12 for Balboa Park BART Station Intermodal Implementation in the Transit Enhancements 5YPP. Balboa Park BART/Muni Station Access is included as an individual line item under Transit Enhancements in the Expenditure Plan. The Strategic Plan amount shown above is the entire amount available for the Balboa Park Station Access line item in Fiscal Year 2011/12, including $412,800 in Fiscal Year 2011/12 and $1,987,200 programmed in previous years but unallocated. Enter the funding plan for the phase or phases for which Prop K funds are currently being requested. Totals should match those shown on the Cost worksheet. Fund Source Prop K sales tax Planned Programmed $270,819 Allocated Total $270,819 Prop 1B PTMISEA - Lifeline Transportation Program STA Funds - Lifeline Transportation Program PTMISEA = Public Transportation Modernization, Improvement, and Service Enhancement Account Program STA = State Transit Assistance Total: $863,710 $1,134,529 $219,567 $219,567 $863,710 $219,567 $1,354,096 Actual Leveraging - This Phase: Expected Leveraging per Expenditure Plan 80.00% 71.85% $1,354,096 Total from Cost worksheet P:\Prop K\FY1112\ARF Final\MTA-MUNI Balboa Park Eastside Connections, 5-Funding :FY 10/11 Page 9 of 15

21 Is Prop K providing local match funds for a state or federal grant? No Fund Source $ Amount Required Local Match % $ FUNDING PLAN - FOR ENTIRE PROJECT (ALL PHASES) Enter the funding plan for all phases (environmental studies through construction) of the project. This section may be left blank if the current request covers all project phases. Totals should match those shown on the Cost worksheet. Fund Source Total: Planned Programmed Allocated Total Actual Leveraging - Entire Project: Expected Leveraging per Expenditure Plan $1,354,096 Total from Cost worksheet FISCAL YEAR CASH FLOW DISTRIBUTION FOR CURRENT PROP K REQUEST Use the table below to enter the proposed cash flow distribution schedule (e.g. the maximum Prop K funds that are guaranteed to be available for reimbursement each fiscal year) for the current request. If the schedule is more aggressive than the Strategic Plan and/or 5YPP, please explain in the text box below how cash flow for other projects and programs will be slowed down to accommodate the current request without exceeding annual cash flow assumptions made in the Strategic Plan. Prop K Funds Requested: $270,819 Sponsor Request - Proposed Prop K Cash Flow Distribution Schedule Fiscal Year % Reimbursed Cash Flow Annually FY 2011/12 FY 2012/13 FY 2013/14 FY 2014/15 $81,246 $81,246 $81,246 $27, % 30.00% 30.00% 10.00% 0.00% Total: $270,819 Balance $189,573 $108,327 $27,081 P:\Prop K\FY1112\ARF Final\MTA-MUNI Balboa Park Eastside Connections, 5-Funding :FY 10/11 Page 10 of 15

22 AUTHORITY RECOMMENDATION This section is to be completed by Authority Staff. Last Updated: Resolution. No. Res. Date: Project Name: Balboa Park Station Eastside Connections Implementing Agency: SFMTA - San Francisco Municipal Railway (MUNI) Amount Prop K Recommended: Allocation $270,819 Phase: Construction Total: Notes (e.g., justification for multi-phase recommendations, notes for multi-ep line item or multi-sponsor recommendations): $270,819 Cash Flow Distribution Schedule by Fiscal Year (for entire allocation/appropriation) EP % Fiscal Year Maximum Line Reimbursement Reimbursable 13 FY 2011/12 $81, % 13 FY 2012/13 $81, % 13 FY 2013/14 $81, % 13 FY 2014/15 $27, % 0.00% Total: $270, % Balance $189,573 $108,327 $27,081 Cash Flow Distribution Schedule by Fiscal Year & Phase (for entire allocation/appropriation) EP Line Fiscal Year Phase Maximum Reimbursement Cumulative % Reimbursable 13 FY 2011/12 Construction $81,246 30% 13 FY 2012/13 Construction $81,246 60% 13 FY 2013/14 Construction $81,246 90% 13 FY 2014/15 Construction $27, % 100% Total: $270,819 Balance $189,573 $108,327 $27,081 Prop K Fund Expiration Date: 6/30/2015 Eligible expenses must be incurred prior to this date. P:\Prop K\FY1112\ARF Final\MTA-MUNI Balboa Park Eastside Connections, 6-Authority Rec :FY 10/11 Page 11 of 15

23 AUTHORITY RECOMMENDATION This section is to be completed by Authority Staff. Last Updated: Resolution. No. Res. Date: Project Name: Balboa Park Station Eastside Connections Implementing Agency: SFMTA - San Francisco Municipal Railway (MUNI) Future Commitment to: Action Amount Fiscal Year Phase Trigger: Deliverables: 1. By June 30, 2011, provide a construction sequencing plan that coordinates the major tasks for both the Green Center Track Replacement project and SFMTA's portion of the Balboa Park BART Station Eastside Connection project, and expedites completion of the San Jose Avenue key stop. [Note: This is also a deliverable for SFMTA's pending Green Light Rail Center Track Replacement project (Resolution XX-XX, Project # XXX.XXXXXX)] Within two weeks following advertising the contract (anticipated July 2011) provide 1 printed copy and 1 digital copy of the complete bid package. Upon contract award (anticipated November 2011), provide a copy of the executed contract and updated project schedule and budget to facilitate invoice review and oversight. Also provide DBE, LBE and SBE goal information for the project. (See Standard Grant Agreement for definitions.) Special Conditions: 1. SFMTA may not incur expenses for the construction phase until Authority staff releases the funds ($270,819) pending receipt of evidence of completion of design (e.g. copy of certifications page). This is also a required deliverable for the prior allocation approved through Resolution 10-17, Project Authority staff shall participate in regular project progress meetings to facilitate project oversight and invoice review. 3. The Authority will only reimburse SFMTA-MUNI up to the approved overhead multiplier rate for the fiscal year that SFMTA incurs charges. The approved FY 2010/11 overhead multiplier rate for SFMTA-MUNI is Notes: 1. Prop K proportion of Supervisorial District(s): % expenditures - this phase: Sub-project detail? No If yes, see next page(s) for sub-project detail. SFCTA Project Reviewer: P&PD Project # from SGA: P:\Prop K\FY1112\ARF Final\MTA-MUNI Balboa Park Eastside Connections, 6-Authority Rec :FY 10/11 Page 12 of 15

24 Project Map and Scope San Francisco County Transportation Authority MAPS AND DRAWINGS Insert or attach files of maps, drawings, photos of current conditions, photo compositions, etc. to support understanding of the project scope and evaluation of how geographic diversity was considered in the project prioritization process. BART Scope Rendering ( Concrete Bridge Walkway, Canopy, Muni ADA Key Stop and Elevated Walkway to BART new entrance) P:\Prop K\FY1112\ARF Final\MTA-MUNI Balboa Park Eastside Connections, 7-Maps.etc :FY 10/11 Page 13 of 15

25 San Jose Boarding Area and ADA Key Stop Curbramps along San Jose Ave. P:\Prop K\FY1112\ARF Final\MTA-MUNI Balboa Park Eastside Connections, 7-Maps.etc :FY 10/11 Page 14 of 15