OVERALL WORK PROGRAM (OWP) FISCAL YEAR 2012/2013

Transcription

1 SAN LUIS OBISPO COUNCIL OF GOVERNMENTS (SLOCOG) Metropolitan Planning Organization (MPO) Regional Transportation Planning Agency (RTPA) Regional Rideshare / Census Data Affiliate Service Authority for Freeways and Expressways (SAFE) OVERALL WORK PROGRAM (OWP) FISCAL YEAR 2012/2013 MEMBER JURISDICTIONS Cities: Arroyo Grande, Atascadero, Grover Beach, Morro Bay, Paso Robles, Pismo Beach and San Luis Obispo County: San Luis Obispo 1114 Marsh Street, San Luis Obispo, CA Telephone: (805) ; Fax: (805) anicklin@slocog.org Website: OWP-1

2 The preparation of this report has been financed in part through grants from the Federal Highway Administration (FHWA) and Federal Transit Administration (FTA), U.S. Department of Transportation, under the State Planning and Research Program Section 104 (f) of Title 23, U.S. Code. The contents of this report do not necessarily reflect the official view or policy of the U.S. Department of Transportation. OWP-2

3 SAN LUIS OBISPO COUNCIL OF GOVERNMENTS (SLOCOG) Fiscal Year 2012/2013 SLOCOG BOARD MEMBERS (January 2012) President... Fred Strong, City of Paso Robles... Council Member Vice President... Adam Hill, San Luis Obispo County Supervisor,... District 3 San Luis Obispo County, District 1... Frank Mecham, Supervisor San Luis Obispo County, District 2... Bruce Gibson, Supervisor San Luis Obispo County, District 4... Paul Teixeira, Supervisor San Luis Obispo County, District 5... James Patterson, Supervisor City of Arroyo Grande... Tony Ferrara, Mayor City of Atascadero... Tom O Malley, Mayor Pro Tem City of Grover Beach... John P. Shoals, Mayor City of Morro Bay... William Yates, Mayor City of Pismo Beach... Shelly Higginbotham, Mayor City of San Luis Obispo... Jan Howell Marx, Mayor Caltrans District 5 (ex officio)... Rich Krumholz, District 5 Director STAFF Executive Director... Ronald L. De Carli Division Chief, Administration... Peter Rodgers Division Chief, Planning... Steve Devencenzi Division Chief, Programming...Richard Murphy Transportation Planner IV... James Worthley Transportation Planner III... Michael Harmon Transportation Planner III... Eliane Guillot Wilson Transportation Planner II... Geiska Velasquez Transportation Planner II... Jessica Berry Transportation Planner II... Tim Gillham Transportation Planner II... Geoffrey Chiapella Regional Rideshare Program Manager... Morgen Marshall Regional Rideshare Coordinator I... Angela Nelson Regional Rideshare Coordinator I... Mallory Jenkins Accountant III (.85 time)... Brenda Dennahower Executive Secretary... Aida Nicklin Administrative Assistant... Barbara Troyan Administrative Services Officer... Sue Hall Administrative Services Officer... Penelope McCullough Administrative Services Officer (.50 time)... Lori Kramer Legal Counsel... Tim McNulty OWP-3

4 TABLE OF CONTENTS Page Board Members and Staff... 3 Table of Contents... 4 Resolution No. 12- Adopting the Fiscal Year 2012/2013 Overall Work Program (OWP) and Budget, Approving Funding Requests and Grant Applications, and Certifying Compliance with State and Federal Requirements... 7 I. Overview... 9 Introduction... 9 Description of the Region Metropolitan Planning Organization (MPO) Organization Public Transportation Providers II. Organization and Management Governing Board Advisory Committees SLOCOG Staff Organizational Chart III. OWP Development Eight Planning Factors for SAFETEA-LU Matrix Federal Planning Factors California Planning Emphasis Areas IV. Budgets /2013 SLOCOG Line Item Budget /2013 SLOCOG Program Budget /2013 SLOCOG Budget Revenue Summary /2013 SLOCOG Funding Source Summary V. Program Categories (PC), Work Elements (WE), and Tasks (PCT/PCX) Program Category 1 - Transportation Development Act (TDA) Administration WE 1000 Transportation Development Act (TDA) Administration PCT 1100 TDA Fund Allocation and Administration PCT 1200 Performance Audits PCT 1300 Fiscal and Compliance Audits Program Category 2 - Transit Planning, Coordination, and Programming WE 2000 Transit Planning, Coordination and Programming PCT 2100 Transit Planning, Programming, and Coordination PCT 2110 Transit Planning Internship PCT 2115 Bus Rapid Transit Planning Study PCT 2421 SLO Coordinated Transit Center Siting and Feasibility Study Program Category 3 Planning for System Efficiency WE 3000 Planning for System Efficiency PCT 3100 Reduce VMT & Enhance Travel Services PCT 3200 Intelligent Transportation System (ITS) Development and Deployment PCT 3300 Data Management and Performance Assessment PCT 3400 Commodity Movement Program Category 3.5 Regional Rideshare WE 3500 Regional Rideshare PCT 3510 Public Outreach OWP-4

5 PCT 3520 Commuter Trip Focus PCT 3521 Incentive Program PCT 3522 Online Bus Pass Purchases PCT 3535 JARC Mobility Management PCT 3540 Bicycle Program PCT 3565 Safe Routes to School Program PCT 3570 Rideshare Administration Program Category 4 Regional Transportation Planning WE 4000 Regional Transportation Planning PCT 4100 Regional Transportation Plan Status and Progress PCT 4200 Intergovernmental Review, Coordination and Support within Context of Adopted RTP/PSCS Program Category 5 Planning for Highways, Corridors, and Routes of Regional Significance WE 5000 Planning for Highways, Corridors, and Routes of Regional Significance PCT 5100 Surface Transportation Planning and Coordination PCT 5200 Project Scoping and Project Study Report (PSR) Participation PCT 5210 Highway 101 Corridor Mobility Master Plan PCT 5400 Regional Traffic Model Use Maintenance and Development Program Category 5.3 Route 1 SLO North Coast Scenic Byway Program WE 5300 Scenic Byway Program PCT 5311 Scenic Byway Corridor Management Plan Update (Carryover) PCT 5320 Gateway Monuments (Carryover) PCT 5330 Interpretive Signs (Carryover) PCT 5360 Chorro Valley Trail Study (San Luis Obispo to Morro Bay) Program Category 6 - Planning for Integration of Transportation Modes WE 6000 Planning for Integration of Transportation Modes PCT 6100 Non-motorized Transportation Planning and Coordination PCT 6200 Rail Service Coordination PCT 6210 Federal Rail Administration (EIR for Coast Daylight) PCT 6300 Aviation Transportation Planning PCT 6450 Maritime Transportation Planning PCT 6110 North County Anza Trail Salinas River Corridor Regional Trail Master Plan (Carryover) Program Category 7 - Public Participation and Interagency Coordination WE 7000 Public Participation and Interagency Coordination PCT 7100 Public Participation and Interagency Coordination Program Category 8 - Transportation Programming, Delivery, and Financial Management WE 8000 Transportation Programming, Delivery, and Financial Management PCT 8100 Federal Transportation Improvement Program (FTIP) PCT 8150 Air Quality Conformity Analysis and Findings PCT 8200 State Transportation Improvement Program (STIP, ITIP, RTIP, HP, CMIA) PCT 8300 Surface Transportation Program (STP), State Highway Account (SHA), and Transportation Enhancement (TE) Program Administration PCT 8400 Project and Financial Information Systems Development PCT 8600 Capital Project Administration Program Category 9 - Special Transportation Studies/Services WE 9000 Special Transportation Studies/Services PCT 9100 Motorist Aid Call Box Program PCT Ridesharing and Traveler Information Telephone System PCT 9200 Regional Housing Needs OWP-5

6 PCT 9650 Strategic Growth Council Sustainable Communities (Carryover) Program Category 10 - Program Development and Administration WE 0100 Overall Work Program and Budget Development and Maintenance PCX 0150 Fiscal Audits PCX 0300 Legislative Assessment PCX 0400 Agency Administration and Support PCY 0500 Travel PCY 0600 OMB-87 (Stipends/Other) PCY 0700 Legislative Advocacy PCY 0750 Census Data Center /2013 Work Element Product Schedule /2012 Work Element Estimated Completion Product Schedule VI. Indirect Cost Plan /2013 SLOCOG Indirect Cost Plan VII. Appendices Appendix A: FHWA Metropolitan Transportation Planning Process Certification Appendix B: FTA Certifications and Assurances Appendix C: Information Elements Appendix D: Master Fund Transfer Agreement Appendix E: Master Agreement Administering Agency State Agreement for Federal Aid Projects Appendix F: Memorandums of Understanding between SLOCOG and Transit Providers Central Urban Area North County Urban Area Santa Barbara County Association of Governments (SBCAG) OWP-6

7 RESOLUTION NO. 12-_ Adopting the FY 2012/2013 Overall Work Program (OWP) and Budget, Approving Funding Requests and Grant Applications, and Certifying Compliance with State and Federal Requirements The following resolution is now offered and read: WHEREAS, the Governor of California designated the San Luis Obispo Council of Governments as the Metropolitan Planning Organization (MPO) for the San Luis Obispo region on July 1, 1992; and WHEREAS, Federal statutes and regulations issued by the U.S. Department of Transportation require that each MPO carry out a continuing, comprehensive and cooperative transportation planning and programming process for the metropolitan planning area, and annually adopt an Overall Work Program (OWP) and Budget which includes a commitment to matching federal funding with a minimum of 11.47% local funding for Federal Transit Administration (FTA) programs and Federal Highway Administration (FHWA) programs; and WHEREAS, these requirements are a condition for the receipt of Federal capital and operating assistance for agencies and for planning funds; and WHEREAS, Part 450, Subpart A of Title 23 of the Code of Federal Regulations requires that a Metropolitan Planning Organization be designated as being responsible, together with the State, for conducting the urban transportation planning process in each urbanized area; and WHEREAS, the State of California requires that the San Luis Obispo Council of Governments, the designated Metropolitan Planning Organization for the San Luis Obispo region, certify each year that the planning process is being conducted in conformance with the applicable requirements; and WHEREAS, the OWP has been developed in accordance with guidelines established by Caltrans, FTA, and FHWA; and comments, views and recommendations from the Intermodal Planning Group, local agencies, and the SLOCOG Board have been accommodated and incorporated into the final OWP to the maximum extent possible; and WHEREAS, at the March 7, 2007 Board meeting, the Board approved reorganizing Regional Rideshare to report to the SLOCOG Board; and WHEREAS, the Regional Rideshare budget and work plan has been integrated into the SLOCOG budget and OWP. NOW, THEREFORE BE IT RESOLVED, that the San Luis Obispo Council of Governments (SLOCOG) does hereby adopt the FY 2012/2013Overall Work Program (OWP) and Budget; authorizes adjustments to reflect any minor changes to address State and Federal recommendations, changes in projected year-end balances and certifies that its planning process will be conducted in accordance with: OWP-7

8 1. 23 U.S.C. 134 and 135, 49 U.S.C through 5306 and 5323(1); as amended by the Safe, Accountable, Flexible, Efficient Transportation Equity Act: A Legacy for Users; 2. Title VI of the Civil Rights Act of 1964 and the Title VI Assurance executed by California under 23 U.S.C. 324 and 29 U.S.C. 794; 3. Section 1101(b) of the Transportation Equity Act for the 21 st Century (Pub. L Stat. 107) regarding the involvement of disadvantage business enterprises in the FHWA and FTA funded projects (FR Vol. 64 No. 21, 49 CRF part 26); and 4. The provision of the Americans with Disability Act of 1990 (Pub. L , 104 Stat. 327 as amended) and the U.S. DOT implementing regulations (49 CFR 27, 37 and 38). NOW, THEREFORE BE IT FURTHER RESOLVED, the adoption of the 2012/2013 OWP and budget includes the integration of the Regional Rideshare 2012/2013 budget and work plan. PASSED AND ADOPTED THIS 4 th day of April, 2012 by the following vote: Upon motion by Board Member, seconded by Board Member, and on the following roll call vote, to wit: AYES: NOES: ABSENT: ABSTAIN: ATTEST: Fred Strong, President San Luis Obispo Council of Governments Ronald L. De Carli, Executive Director San Luis Obispo Council of Governments APPROVED AS TO FORM AND LEGAL EFFECT: Timothy McNulty, SLOCOG Legal Counsel OWP-8

9 I. OVERVIEW Introduction The San Luis Obispo Council of Governments (SLOCOG) is the designated Metropolitan Planning Organization (MPO) and Regional Transportation Planning Agency (RTPA) for the San Luis Obispo region. In this capacity SLOCOG is responsible, under federal and state law, for developing transportation plans and programs for the region in a cooperative, continuous, and comprehensive planning process carried out in cooperation with federal, state, regional, and local agencies. Each year SLOCOG is required to prepare an Overall Work Program (OWP) and budget describing the comprehensive planning activities proposed to be undertaken in the upcoming fiscal year by SLOCOG or other agencies using federal or state planning funds. The OWP provides detailed information on all anticipated work elements, tasks, work products and funding information. It is required by SLOCOG s Joint Powers Agreement (JPA), by the State Department of Transportation (Caltrans), the Federal Highway Administration (FHWA), and the Federal Transit Administration (FTA) to document the expenditure of regional, state and federal planning funds. The OWP is designed to comply with the guidelines and requirements of the Region IX Intermodal Planning Group and Caltrans. The comprehensive work program for fiscal year 2012/13 is divided into ten program categories and is further subdivided into more specific work elements and tasks. The ten program categories are: 1. Transportation Development Act Administration. 2. Transit Planning, Coordination, and Programming. 3. Planning for System Efficiency, Data Management and Performance Assessment and Regional Rideshare. 4. Regional Transportation Plan Update. 5. Planning for Highways, Corridors, and Routes of Regional Significance. 6. Planning for Alternative Modes of Transportation. 7. Public Participation and Interagency Coordination. 8. Transportation Programming, Delivery, and Financial Management. 9. Special Transportation Studies and Services. 10. Agency Program Development and Administration. The OWP serves four important objectives. 1. It satisfies federal, state, and local requirements for a comprehensive work program documenting all proposed work tasks, products, and financing for the upcoming fiscal year. 2. It serves as a reference for citizens, agencies, and elected officials throughout the region to understand SLOCOG s objectives and how these will be met through a comprehensive, continuous, and cooperative planning process. 3. It serves as a management tool for SLOCOG's. The division of this program into work elements with scheduled tasks and specific products facilitates management and Board review throughout the year to ensure that the planned activities are accomplished on schedule and within budget. 4. It serves as documentation to support the local funding and various federal and state grants that finance planning and programming activities. Following adoption of the OWP, the SLOCOG Board reviews bi-monthly financial reports and quarterly OWP reports to state and federal agencies documenting progress in meeting the OWP objectives. OWP-9

10 Description of the Region San Luis Obispo County is located on the Central Coastal of California and has a total population of 269,637 (U.S. Census Bureau, Census 2010). The county has a total land area of 3,316 square miles, with much of the populated and developed areas located in the western third of the county, along or near U.S. 101 and State Route 1. For regional transportation planning purposes, the region is divided into four sub-regions based on a combination of watershed boundaries and consolidated county planning area boundaries, as follows: North Coast: This sub-region includes the city of Morro Bay, and the unincorporated communities of Los Osos/Baywood Park, Cayucos, Cambria, and San Simeon, as well as the following planning areas of the unincorporated area: North Coast and Estero. The economy is primarily tourist oriented. The Hearst-San Simeon State Historical Monument is located in this sub-region, an attraction that receives about 800,000 visitors a year. North County: This sub-region includes the cities of Atascadero and Paso Robles, the unincorporated communities of San Miguel, Santa Margarita, Shandon, Templeton, California Valley, Creston, Heritage Ranch, Oak Shores, and Whitley Gardens, as well as the following planning areas of the unincorporated county: Adelaida, El Pomar/Estrella, Huasna-Lopez, Las Pilitas, Los Padres, Nacimiento, Salinas River, and Shandon-Carrizo. The economy is composed of a mix of industry, agriculture, construction, tourism, and government sectors, and is home to almost 300 wineries, making it the third-largest wine region in California. In May 2002, the U.S. Census Bureau designated the Atascadero-Templeton-Paso Robles area as a new urbanized area (UZA) which makes Federal Transit Administration (FTA) Section 5307 funding available for transit. Central County: This sub-region includes the city of San Luis Obispo and adjacent urbanized area encompassing the California Polytechnic State University, the California Men s Colony (prison), the County Airport, the unincorporated communities of Avila Beach and Los Ranchos/Edna. The economy is based on regional commerce, tourism, agriculture, and government. In 1991, the U.S. Census Bureau designated this area as a UZA, allowing access to FTA Section 5307 funding for transit. This designation also became the basis for SLOCOG s designation as a Metropolitan Planning Organization. South County: This sub-region includes the cities of Arroyo Grande, Grover Beach, and Pismo Beach, the unincorporated communities of Nipomo, Oceano, Blacklake, Callender-Garrett, Los Berros, Palo Mesa, and Woodlands, as well as the following planning areas of the unincorporated county: San Luis Bay and South County. The economy is based on a mix of regional commerce, tourism, and agriculture. In fiscal year 2002/2003, the U.S. Census Bureau designated the Nipomo area as a portion of the Santa Maria UZA making it available for FTA Section 5307 funding. The area may be designated an urban area in 2012/13 by the Census Bureau which would make it eligible for Section 5307 funding for transit. MPO Organization SLOCOG was formed in 1968 as an Area Planning Council, through a Joint Powers Agreement (JPA) among the incorporated cities and the County of San Luis Obispo. In 1968, the Area Council was designated by the U.S. Department of Housing and Urban Development to provide area-wide planning for housing, sewer, and water. SLOCOG was subsequently designated by the Governor as the Regional Transportation Planning Agency (RTPA) for the County in In July 1991, the U.S. Census Bureau found that the City of San Luis Obispo and adjacent unincorporated areas met the criteria of an urbanized area (having a population greater than 50,000 with a certain minimum density). This finding allowed SLOCOG to become the Metropolitan Planning Organization (MPO) for the region. In 1992, the Council was designated the Congestion Management Agency (CMA) for the region and formally separated from the County becoming an independent OWP-10

11 governing entity. In January 1997, SLOCOG and its member jurisdictions voted to opt-out of the CMA, as authorized by a change in state law, integrating most of its former CMA responsibilities into its planning and programming process. Also in 1997 SLOCOG and its member jurisdictions designated SLOCOG as a Service Authority for Freeways and Expressways (SAFE) for the San Luis Obispo region, responsible for planning, implementing, and maintaining an emergency call box system on designated state highways. Installation of most of the call boxes was completed in summer 1998, with upgrades completed in 1999, 2000, 2002, 2003, and Administration of the on-going call box program continues to be the responsibility of SLOCOG funded with vehicle registration fees. In May 2007, the Board approved reorganizing the responsibility for Rideshare from the San Luis Obispo Regional Transit Authority to SLOCOG. The goals of Rideshare correspond with SLOCOG s goals to increase the mobility for people living, working and visiting San Luis Obispo County. Public Transportation Providers The San Luis Obispo region has several public transportation providers that include local and regional agencies. There are two regional providers: 1) The Regional Transit Authority (RTA) providing regional intercommunity bus service as well as the ADA complementary paratransit program on behalf of all fixed route operations in the region; 2) Ride-On Transportation, the designated Consolidated Transportation Services Agency (CTSA) providing specialized services for persons with disabilities and seniors. There are six local transit providers: 1) San Luis Obispo Transit fixed route bus and trolley operations in the City of San Luis Obispo and the adjacent Cal Poly university campus; 2) South County Area Transit (SCAT) fixed route bus and trolley service in the Five Cities area; 3) Paso Express fixed route bus and dial a ride in the City of Paso Robles; 4) Atascadero Transit fixed route bus and dial a ride service in the City of Atascadero; 5) Morro Bay fixed-route deviation and fixed route trolley services in the City of Morro Bay; and 6) RTA-administered and County funded local services in Nipomo, and Templeton/Shandon. OWP-11

12 II. ORGANIZATION AND MANAGEMENT Governing Board The governing board consists of twelve board members, each with one vote. These board members include the five members of the County Board of Supervisors and one elected representative from each of the seven cities in the region, including: Arroyo Grande, Atascadero, Grover Beach, Morro Bay, Paso Robles, Pismo Beach, and San Luis Obispo. There is also one non-voting member of the SLOCOG Board the Director of Caltrans District 5. Advisory Committees Several committees provide advice and recommendations to SLOCOG on its various program responsibilities. Some meet regularly prior to SLOCOG meetings, and some meet on an ad-hoc basis. Following are descriptions of the various committees and their functions. a. Executive Committee - This committee is composed of SLOCOG officers, including the current and former presidents and the vice-president. The committee meets with the Executive Director in advance of SLOCOG agenda distribution to discuss the draft agenda, administrative, personnel, and other issues of special or unique character. On occasion, they make policy recommendations for action by the full board. b. Citizens Transportation Advisory Committee (CTAC) - This committee represents the general public, consisting of a citizen appointed from each of the seven cities, the five supervisorial districts, and four at-large appointees (including two representing the disabled and senior communities). Its primary purpose is to review transportation issues in draft board agendas and staff reports and develop citizen recommendations that accompany staff recommendations for consideration by the SLOCOG Board. c. Technical Transportation Advisory Committee (TTAC) - This committee provides technical review of transportation issues. Voting members include Transit Managers, engineering and planning staff from the County of San Luis Obispo, each of the seven cities, Caltrans, and the Air Pollution Control District (APCD). Non-voting members include representatives from the County airports, harbors, utilities, the Highway Patrol, and California Polytechnic State University. Its primary purpose is to provide technical input to SLOCOG staff on various issues and to review and recommend actions on draft board agendas and staff reports. In addition, the committee serves as the Surface Transportation Program (STP) Committee. In this capacity, it makes recommendations regarding the use of STP and Transportation Enhancement (TE) funds allocated to the region by the State made available by the Safe, Accountable, Flexible, and Efficient Transportation Equity Act: A Legacy for Users (SAFETEA-LU). d. Social Services Transportation Advisory Council (SSTAC) In September 2005, the Board approved the formation of the SSTAC, originally meant to mostly address the TDA requirements under PUC Section In February 2010, the Board expanded the mission of the SSTAC to serve as the Strategic Oversight Committee for the regional mobility management program. Current voting members are respectively: one member, over 60 years old appointed by SLOCOG; one disabled member appointed by SLOCOG; two members of local social service providers for seniors (including one from a social service transportation provider) appointed by the Area Agency on Aging and the Retired Senior Volunteer Program; two representatives of social services providers for disabled (including one from a transportation provider) appointed by the Tri Counties Regional Center and NCI Affiliates; one representative from Runabout (the ADA operator); two representatives of a local service provider for low income persons appointed by the Community Action Partnership and the San Luis Obispo County Department of Social Services; two representatives from the Consolidated Transportation Services Agency (including one from the operator and one from the users group both appointed by Ride-On Transportation); two OWP-12

13 representatives from transit operators appointed by the Regional Transit Authority Advisory Committee; and one member from a service provider for youth appointed by SLOCOG. The purpose of the Council is to improve the quality, efficiency and effectiveness of public transit services pursuant to PUC Sections The Council shall review agenda items for transit issues and provide comments and recommendations as may be requested. The Council may make recommendations to the SLOCOG Board. The Council shall also assist SLOCOG in defining the roles and responsibilities of Regional Rideshare for the regional mobility management program. The specific functions of the SSTAC are: Annually participate in the identification of unmet transit needs in the region, including unmet transit needs that may exist and may be reasonable to meet by establishing or contracting for new public transportation or specialized services or by expanding existing services. Annually review unmet transit needs and recommend actions by the SLOCOG Board to find by resolution that o There are no unmet transit needs; o There are no unmet transit needs that are reasonable to meet; or o There are unmet needs, including needs that are reasonable to meet. Advise SLOCOG on any other major transit issues, including the coordination and consolidation among public transportation agencies, specialized transportation services and the coordination between social services and public transportation sectors. This includes direct participation in the implementation of the 2007 Coordinated Human Services Public Transportation Plan. 5. Planning Directors Committee - This ad-hoc committee is composed of the County and the City Planning/Community Development Directors. It meets on a periodic basis to discuss and recommend positions on planning issues, some of which are related to SLOCOG responsibilities. 6. City & County Administrators Committee - The Administrators Committee is comprised of each city administrator and the county administrative officer. SLOCOG is involved in many substantial items, some of which may be of interest to the Administrators. Enhanced involvement provides better opportunities for full discussion of issues, better understanding, enhanced collaboration, and early conflict resolution. The Administrators Committee will meet on an ad-hoc basis for referral items, items of interest, or as determined by Committee members or the Executive Committee. Each Administrator receives a copy of the SLOCOG agenda. 7. Route 1 San Luis Obispo North Coast Scenic Byway Advisory Committee The Byway Committee is a voting advisory body to the SLOCOG Board composed of representatives of the stakeholder agencies along the portion of Route 1 designated as a National Scenic Byway. The committee often meets off SLOCOG Board agenda cycle to discuss and vote on issues and projects along the Byway. Occasionally the Committee makes recommendations to the SLOCOG Board for their decision on items such as consultant contract approval, programming and grant requests, among other things. SLOCOG Staff Staffing consists of 1 Executive Director, 3 Division Managers (chief), 1 Planner IV, 2 Planner III s, 4 Planner II s, 1 Regional Rideshare Manager, 1 Regional Rideshare Coordinator I, 1 Regional Rideshare Communications Coordinator, 1.85 time accountant, 2 ½ Administrative Services Officers, one Executive Secretary and one Administrative Assistant (see Organizational Chart). OWP-13

14 San Luis Obispo Council of Governments Governing Board Legal Counsel, Treasurer (County) Advisory Committees, Executive Committee, SSTAC, TTAC, CTAC Executive Director, RONALD L. DE CARLI Public Trans & Administration, Division Chief, PETER RODGERS Regional Planning & Intergovernmental Affairs, Division Chief, STEVE DEVENCENZI Project Development & Programming, Division Chief, RICHARD MURPHY Public Transit, Unmet Needs, Rail, Aviation Transportation Demand Management, Public Participation, Regional Rideshare, Safe Routes to School, Mobility Management Budget, TDA Administration Accounting, Human Resources Regional Transportation Plan, Census/Housing, State Liaison, System Performance, Sustainable Communities Strategies Bikeways, Scenic Byway, Project Monitoring & Delivery, Programming (RTIP/RSHA), Info. System Development, Regional Traffic Model Eliane Wilson, Trans Planner III *Morgen Marshall, Program Manager *Sue Hall, Admin Serv Officer (ASO) Brenda Dennahower, Accountant (.85) Geoffrey Chiapella, Trans Planner II Jessica Berry, Trans Planner II Tim Gillham, Trans Planner II Angela Nelson, Prog Coor Lori Kramer, ASO (.50) Michael Harmon, Trans Planner III Geiska Velasquez, Trans Planner II Mallory Jenkins, Comm Coor Pene McCullough, ASO James Worthley, Trans Planner IV Aida Nicklin, Executive Secretary Barbara Troyan, Admin Asst *Sectional Supervisor OWP-14

15 III. OWP DEVELOPMENT The OWP is an inventory of the transportation planning and programming work that SLOCOG intends to accomplish during the upcoming fiscal year. These work-related efforts are designed to conform to state and federal requirements, annually established emphasis areas, the Planning Factors established in the SAFETEA-LU and local priorities. Each year the Federal Highway Administration (FHWA) and the Federal Transit Administration (FTA) provide regional agencies with Planning Emphasis Areas (PEAs) for use in the development of the OWP. In addition, there are California Planning Emphasis Areas (four) and Planning Factors for SAFETEA-LU (eight). A matrix of how SLOCOG incorporated these PEAs in the OWP is on the following page. Following the matrix, there are descriptions of how SLOCOG incorporated these PEAs into the OWP. NOTE: All Consolidated Planning grant funds are used solely for transportation planning purposes. OWP-15

16 Planning Factors for the Safe Accountable Flexible Efficient Transportation Equity Act - Legacy for Users Support the economic vitality of the metropolitan area, especially by enabling global competitiveness, productivity, and efficiency Increase the safety of the transportation system for motorized and non-motorized users Increase the security of the transportation system for motorized and non-motorized users Increase the accessibility and mobility options available to people and for freight Protect and enhance the environment, promote energy conservation, and improve quality of life Enhance the integration and connectivity of the transportation system across and between modes, for people and freight. WORK ELEMENT DESCRIPTION 1000 TDA ADMINISTRATION TDA Allocation/Admin. Unmet Needs 1100 Assessment 1200 Performance Audits 1300 Fiscal and Compliance Audits 2000 PLANNING FOR SYSTEM EFFICIENCY Transit Planning, Coordination, and 2100 Programming 2110 Transit Planning Internship 2115 Bus Rapid Transit Planning Study SLO Coordinated Transit Center Siting 2421 and Feasibility Study 3000 TRANSPORTATION DEMAND MANAGEMENT (TDM) 3100 Reduce VMT & Enhance Travel Services 3200 ITS Development and Deployment 3300 Data Management & Assessment 3400 Commodity Movement 3500 REGIONAL RIDESHARE 3510 Public Outreach 3520 Commuter Trip Focus 3521 Lucky Bucks Incentive Program 3522 Online Bus Pass Purchases 3535 JARC Mobility Management 3540 Bicycle Program Advocacy and Promotion 3566 Safe Routes to School Program 3570 Rideshare Administration 4000 REGIONAL TRANSPORTATION PLAN 4100 RTP Intergovernmental Review, Coordination & 4200 Support within the Context of Adopted RTP/PSCS 5000 HIGHWAYS, CORRIDORS, AND ROUTES OF REGIONAL SIGNIFICANCE Surface Transportation Planning and 5100 Coordination Project Scoping & Project Study Report 5200 Participation 5210 Highway 101 Corridor Mobility Master See Scenic Highway Program following 5300 PCT 5400 Regional Traffic Model Use Maintenance 5400 and Development 5300 SCENIC BYWAY PROGRAM Scenic Byway Corridor Management Plan 5311 Update Federal Byway Grant - Gateway 5320 Monuments 5330 Federal Byway Grant - Interpretive Signs 5360 Chorro Valley Trail Study (SLO to MB) 6000 PLANNING FOR ALTERNATIVE MODES OF TRANSPORTATION Non-motorized Transportation 6100 (Bike/Ped's.) Planning and Coordination 6200 Rail Service Planning Federal Rail Administration EIR for Coast 6210 Daylight 6300 Aviation Transportation Planning 6450 Maritime Transportation Planning 6110 NO CO ANZA TRAIL No Co Anza Trail - Salinas River Corridor 6110 Regional Trail Master Plan 7000 PUBLIC PARTICIPATION & INTERAGENCY COORDINATION 7100 Public Participation & Interagency 8000 PROGRAMMING, DELIVERY, AND FINANCIAL MANAGEMENT Federal Transportation Improvement 8100 Program 8150 Air Quality Conformity Analysis 8200 STIP (STIP, ITIP, RTIP, HP) Surface Transportation Program (STP), 8300 State Highway Account (SHA), and Transportation Enhancement (TE) Project and Financial Information 8400 Systems Development 8600 Capital Project Administration 9000 SPECIAL TRANSPORTATION STUDIES/SERVICES 9100 Motorist Aid - Call Box System 511 Ridesharing and Traveler Information 9150 Telephone System 9200 Regional Housing Needs Regional Traffic Model Program for 9650 Sustainable Communities 100 OWP AND BUDGET OWP and Budget Development and 0100 Maintenance 0100 AGENCY PROGRAM DEVELOPMENT AND ADMINISTRATION 0150 Fiscal Audits 0300 Legislative Program 0400 Agency Administration and Support 0700 Legislative Information 0750 Census Data Center Promote efficient system management and operation. Emphasize the preservation of the existing transportation system. OWP-16

17 Federal Planning Factors For Development of the FY 2012/13 Overall Work Program As defined by SAFETEA-LU SAFETEA-LU requires (in sections of Title 49 of the United States Code) that Metropolitan Planning Organizations (MPO s) carry out a statewide transportation planning process that provides for consideration and implementation of projects and strategies and services that will do the following: 1. Support the economic vitality of the metropolitan area, especially by enabling global competitiveness, productivity, and efficiency; 2. Increase the safety of the transportation system for motorized and non-motorized users; 3. Increase the security of the transportation system for motorized and non-motorized users; 4. Increase the accessibility and mobility of people and for freight; 5. Protect and enhance the environment, promote energy conservation, improve the quality of life, and promote consistency between transportation improvements and State and local planned growth and economic development patterns; 6. Enhance the integration and connectivity of the transportation system, across and between modes [throughout the State], for people and freight; 7. Promote efficient system management and operation; and 8. Emphasize the preservation of the existing transportation system. Following is a summary of how the FY 2012/13 Overall Work Program addresses these factors: 1. Support the economic vitality of the metropolitan area, especially by enabling global competitiveness, productivity, and efficiency- This Planning Factor is addressed directly and indirectly in many of the work elements of the OWP but most directly in the following elements: a) WE 1000 Transportation Development Act Administration These tasks include conducting an unmet transit needs and bicycle and pedestrian inventory public hearing, evaluating the transit requests, and implementing any transit service improvements found to be unmet needs. The funding is subsequently used to operate buses, make bikerelated improvements and maintain local streets and roads, thereby enabling an efficient multi-modal transportation system that enhances competitiveness, productivity and efficiency. b) WE 3000 Planning for System Efficiency Through the implementation of actions and activities encompassed by this work element, including improving Reduce Vehicle Miles Traveled (VMT) and Enhance Travel Services, Intelligent Transportation Systems, Data Management, Performance Monitoring, and Commodity Movement, SLOCOG will develop a more comprehensive and effective plan to enhance the movement of people, goods, services and freight throughout the region, and develop a more effective strategy to improve access to the regions airports, inter-modal transportation facilities, major freight distribution routes, and military installations. c) WE 3500 Regional Rideshare Program By carrying out the various activities included in this work element, SLOCOG is addressing a range of issues in a manner that contributes to modification of commuter behavior and enables an efficient multi-modal transportation system that supports and enables conditions to create enhanced competitiveness, productivity and efficiency. d) WE 5000 Planning for Highways, Corridors, and Routes of Regional Significance This element pursues integration and implementation of approved corridor plans and roadway OWP-17

18 studies, use of a Regional Traffic Model to identify growth trends and future projections on truck and auto travel on streets, roads, and highways, and integration of Intelligent Transportation Systems. This element also supports improvements to facilitate the movement of people and goods. e) WE 7000 Public Participation & Interagencyl Coordination Activities in this work element will prove to be helpful this year with the final release of the complete dataset for Census The commute behavior of employed persons will assist the region as it takes actions in support of the economic vitality of the metropolitan area and enabling global competitiveness, productivity, and efficiency. With the availability of this information, the agency will develop transportation plans that effectively address the full range of transportation issues facing the region and increase the sustainability, competitiveness, productivity and efficiency of the region. 2&3. Increase transportation system safety (and security) for motorized and non-motorized users - These Planning Factors (Safety and Security) are officially separate, but have been combined here due to the similarity. They are addressed in various work elements, either directly and indirectly, but most directly in the following elements: a) WE 2000 Transit Planning The implementation of activities included in this work element provides for improvements to the safety and security of the regions transit systems, and through programming of Proposition 1B transit funding, Urbanized Area grant funds, Rural Transit Fund capital program development, including periodic Transit Operator s Group meetings and participation in Caltrans sponsored workshops to improve safety and security of transit systems for small urban and rural operators. b) WE 3000 Planning for System Efficiency Actions included in this work element address safety and security by providing for the establishment and improvement of convenient, safe and secure park-and-ride lots throughout the County, through the promotion and use of the 511 traveler information system, and by providing for and supporting increased use of the Safe Routes to School Program. In addition, the agency has expanded and improved the scope of its monitoring and reporting on Regional Transportation System Performance Measures to include a wider and more comprehensive range of indicators that will help the agency plan for increased transportation system safety and security. c) WE 3540 Bicycle program Advocacy and Promotion The activities included in the work element address safety and security by directly contributing to implementation of improved facilities and programs for the safe and secure use of non-motorized transportation facilities throughout the region. 4. Increase the accessibility and mobility options available to people and for freight - This Planning Factor is addressed directly and indirectly in many of the work elements of the OWP but most directly in the following elements: a) WE 2100 Transit Planning, Coordination & Programming This work element addresses the factor in several ways, including provide technical assistance to transit operators to increase the usability, efficiency, security and safety of public transportation services. b) PCT 3000 Planning for System Efficiency The factor is addressed in the work element through implementation of trip reduction programs, carrying out the various activities of the Regional Rideshare Program, expansion and improvement of the Park & Ride Lot network, deployment of Intelligent Transportation Systems, and working with member agencies and Caltrans to enhance the movement of people, goods, services, freight, and information.. In addition, the agency has expanded and improved the scope of its monitoring and reporting on Regional Transportation System Performance Measures to include a wider and more comprehensive range of indicators that will help the agency plan for increased transportation system safety and security. c) WE 5000 Planning for Highways, Corridors, & Routes of Regional Significance The activities included in this Work Element are designed to achieve development of a OWP-18

19 balanced transportation improvement strategy that emphasizes system efficiency, intermodal connectivity, traffic reduction strategies, and community and environmental sensitivity. d) WE 6000 Planning for Alternative Modes of Transportation This element of the work program includes a number of activities that ensure coordination of the development of walkways and bikeways that extend across jurisdictional boundaries; and coordinate with Caltrans, local agencies, and transit agencies to ensure that planning efforts consider bicycle and pedestrian links to highways and transit facilities. The work being accomplished also involves close coordination with state, regional agencies, and the railroad companies to facilitate planning and programming of rail improvements to increase the quality, frequency, speed, and cost effectiveness of passenger rail services. SLOCOG staff will also assess local, regional, and state truck traffic for integration into the regional traffic model and work with Caltrans to implement plans to improve commodity movement. e) WE 7000 Public Participation & Interagency Coordination Activities in this work element will prove to be helpful this year with the final release of the complete dataset for Census The commute behavior of employed persons will assist the region as it takes actions in support of the economic vitality of the metropolitan area and enabling global competitiveness, productivity, and efficiency. With the availability of this information, the agency will develop transportation plans that effectively address the full range of transportation issues facing the region and increase the sustainability, competitiveness, productivity and efficiency of the region. 5. Protect & Enhance the Environment, Promote Energy Conservation, and Improve Quality of Life - This Planning Factor is addressed directly and indirectly in many of the work elements of the OWP but most directly in the following elements: a) WE 2100 Transit Planning, Coordination, and Programming This work element addresses this factor most directly through the provision of technical assistance to transit operators to increase the usability, efficiency, effectiveness, security and safety, which results in enhanced delivery of services. b) PCT 3000 Planning for System Efficiency The large number of tasks included in this work element addresses this factor in a wide number of ways, including development of a TDM steering committee to address trip reduction issues, the implementation of innovative services to address unmet transportation needs, the ongoing outreach to older adults thru the Senior Transportation Program, annual events to promote alternative transportation (Bike Month, Rideshare Week, Earth Day, and other related events), and coordinating with the Air Pollution Control District to improve multi-modal access, implement Transportation Control Measures (TCMs), and monitor air quality regulations and performance measures. SLOCOG will also continue to expand and improve the Park & Ride lot network; including identifying and securing funding and securing leasing agreements. In addition, the agency has expanded and improved the scope of its monitoring and reporting on Regional Transportation System Performance Measures to include a wider and more comprehensive range of indicators that will help the agency plan for increased transportation system safety and security. c) WE 5000 Highways, Corridors, and Routes of Regional Significance Activities included in this work element address this planning factor through integration and implementation of approved Major Investment Study, Route Corridor Plans, Concept Plans, Freeway Express Stop Study, and route improvement plan. In addition, SLOCOG will be assessing the inter-modal feasibility of proposed transportation projects, strategies and actions, and assure projects are designed to be sensitive to community and environmental concerns. The Regional Traffic Model will also be used as a tool to evaluate alternative land use and infrastructure development scenarios to protect the environment and promote energy conservation. OWP-19

20 d) WE 6000 Planning for Alternative Modes of Transportation This work element includes use of GIS to assess the transportation system and determine the need for bikeway improvement. It also includes coordination with state and regional agencies and railroad companies to facilitate planning and programming of rail improvements to increase the quality, frequency, speed and cost effectiveness of passenger rail services. e) WE 7000 Public Participation & Interagency Coordination Activities in this work element will prove to be helpful this year with the final release of the complete dataset for Census The commute behavior of employed persons will assist the region as it takes actions in support of the economic vitality of the metropolitan area and enabling global competitiveness, productivity, and efficiency. With the availability of this information, the agency will develop transportation plans that effectively address the full range of transportation issues facing the region and increase the sustainability, competitiveness, productivity and efficiency of the region. f) WE 8000 Programming, Delivery, and Financial Management This work element includes a range of tasks designed to address this Planning Factor, including programming of projects designed to enhance the environment and improve the quality of life. Participation with Caltrans on project development teams is intended to assure that proper attention is given to environmental protection, energy conservation and how the project will contribute to improvement of quality of life. To further address these factors, SLOCOG will work with local agencies to monitor project implementation to assure timely project completion. 6. Enhance the Integration & Connectivity of the Transportation System Across & Between Modes, for People & Freight This Planning Factor is addressed directly and indirectly in many of the work elements of the OWP but most directly in the following elements: a) WE 1000 Transportation Development Act Administration These tasks include conducting an unmet transit needs and bicycle and pedestrian inventory public hearing, evaluating the transit requests, and implementing any transit service improvements found to be unmet needs. The funding is subsequently used to operate buses, make bikerelated improvements and maintain local streets and roads, thereby enabling an efficient multi-modal transportation system that enhances competitiveness, productivity and efficiency. b) WE 2100 Transit Planning, Coordination, and Programming The range of activities included in the work element addresses this planning factor through the provision of technical assistance to transit operators to increase the usability, efficiency and effectiveness of their services and improvement of public mobility, safety and security, working toward economies of scale via lower administrative costs, more competitive contract costs to enhance the delivery of seamless services via consolidation, integration, or in house coordination. c) WE 3000 Planning for System Efficiency Assure that the full range of applicable measures are integrated into the process of planning and implementing future local roadway and State highway improvements (as appropriate), including: High Occupancy Vehicle (HOV) lanes, Park and Ride Lots, freeway transit express stops, ITS, and other options to shift demand to off-peak hours.. In addition, the agency has expanded and improved the scope of its monitoring and reporting on Regional Transportation System Performance Measures to include a wider and more comprehensive range of indicators that will help the agency plan for increased transportation system safety and security. d) WE 5000 Planning for Highways, Corridors, and Routes of Regional Significance Pursue integration and implementation of approved Major Investment Studies, Route Corridor Plans, Concept Plans, freeway Express Stop Study, and route improvement plans. Assess the inter-modal feasibility of proposed transportation projects, strategies, and actions. Develop Regional Traffic Model to use as a tool to evaluate alternative land OWP-20

21 use and infrastructure development scenarios to assist in the integration and connectivity of the transportation system across and between modes, for people and freight. e) WE 6000 Planning for Alternative Modes This entire work element strives to better integrate all modes into a seamless transportation system. This element is focused on providing an expanded, enhanced, safe, reliable, convenient, and comprehensive system of alternative transportation options to and through the region. f) WE 7000 Public Participation, Interagency Coordination Activities in this work element will prove to be helpful this year with the final release of the complete dataset for Census The commute behavior of employed persons will assist the region as it takes actions in support of the economic vitality of the metropolitan area and enabling global competitiveness, productivity, and efficiency. With the availability of this information, the agency will develop transportation plans that effectively address the full range of transportation issues facing the region and increase the sustainability, competitiveness, productivity and efficiency of the region. g) WE 8000 Transportation Programming, Delivery, and Financial Management This element is focused on conducting a comprehensive and fully integrated process of allocating and administering funding efficiently and effectively to assure preservation and enhancement of all components of the transportation system. The objectives of this element and its programs are designed to assure that enhanced integration and connectivity of the system is achieved. 7. Promote efficient system management and operation - This Planning Factor is addressed directly and indirectly in many of the work elements of the OWP but most directly in the following elements: a) WE 2100 Transit Planning, Coordination, and Programming This work element addresses this planning factor by including technical assistance for transit operators to increase the usability, efficiency, effectiveness, security and safety to enhance the delivery of seamless services via consolidation, integration, and coordination of transit functions (in-house and contract) and programs. It also includes the implementation of fare collection improvements and revisions to inter-agency transfer policy which address multi-agency trips, connectivity, compatibility and related issues via the use of more advanced and efficient technology. b) WE 3000 Planning for System Efficiency There are a number of actions included in this work element that address this planning factor including creation and support for a multiagency steering committee to help address trip reduction issues, provision of funding to implement innovative services dealing with unmet transportation needs, coordination with the Air Pollution Control District to improve multi-modal access, implement Transportation Control Measures (TCMs) in the Clean Air Plan, and monitor air quality regulations and performance measures. Other activities include expansion of the Park & Ride lot system and promotion of the 511 Traveler Information System. The 511 Traveler Information System includes a telephone application with information on Road Conditions, Public Transportation, Rideshare and Roadside assistance and a website application which complements the telephone system, but with more robust transit trip planning and traffic features. In addition, the agency has expanded and improved the scope of its monitoring and reporting on Regional Transportation System Performance Measures to include a wider and more comprehensive range of indicators that will help the agency plan for increased transportation system safety and security. c) WE 5000 Highways, Corridors, and Routes of Regional Significance This element includes a number of actions designed to integrate efficient system management and operation measures in the process of implementing Major Investment Studies, Route Corridor Plans, Concept Plans, Freeway Express Stop Study, and route improvement plans. It involves assessment of the inter-modal feasibility of proposed transportation OWP-21

22 projects, strategies and actions, integration of applicable ITS provisions, to assure that projects are designed to be sensitive to community and environmental concerns. d) WE 6000 Planning for Alternative Modes of Transportation This element is designed to directly address the implementation of efficient system operations by assuring that alternative modes of travel are considered in integrated into the planning and programming process, including: rail improvements to increase the quality, frequency, speed and cost effectiveness of passenger rail services; enhanced movement of people, goods, services and information; and improved access to seaports, airports, inter-modal transportation facilities, major freight distribution routes, and military installations. e) WE 7000 Public Participation, Interagency Coordination Activities in this work element will prove to be helpful this year with the final release of the complete dataset for Census The commute behavior of employed persons will assist the region as it takes actions in support of the economic vitality of the metropolitan area and enabling global competitiveness, productivity, and efficiency. With the availability of this information, the agency will develop transportation plans that effectively address the full range of transportation issues facing the region and increase the sustainability, competitiveness, productivity and efficiency of the region. f) WE 8000 Programming, Delivery, and Financial Management This element is designed to ensure that local jurisdictions have the opportunity to participate in project development teams and that they are provided with the means to monitor project implementation to assure timely project completion. 8. Emphasize Preservation of the Existing Transportation System This Planning Factor is addressed directly and indirectly in many of the work elements of the OWP but most directly in the following elements: a) WE 1000 Transportation Development Act Administration A number of tasks are included in this Work Element to address this Planning Factor, including assuring that adequate coverage, frequency and response services are provided, provision of an annual unmet transit needs hearing and careful evaluation of requests, and implementing any transit services found to be an unmet need. The overall process assures that regular investment of these state funds preserves the public transportation system. b) WE 2100 Transit Planning, Coordination, and Programming This planning factor is addressed in the work element by providing technical assistance to transit operators to increase the usability, efficiency, effectiveness, security and safety and enhancing the delivery of seamless services. Such activities may entail consolidation, integration, and coordination of transit functions and programs. The local and sub-regional Short Range Transit Plans and other special studies will help improve transit service or ensure the continuation of current services via long term financial commitment by local jurisdictions. c) WE 3000 Planning for System Efficiency This planning factor is addressed in the work element in a number of ways, including providing for the maintenance and improvement of the Park and Ride lot system, updating Caltrans Highway Performance Monitoring System (HPMS) with includes roadway conditions, preparing an update of the Transportation System Performance Indicators Report with provides a wide range of data on the condition of the regions transportation system, and which helps to determine how to improve system maintenance and rehabilitation; and the biannual update of local agencies pavement management plans. In addition, the agency has expanded and improved the scope of its monitoring and reporting on Regional Transportation System Performance Measures to include a wider and more comprehensive range of indicators that will help the agency plan for increased transportation system safety and security. d) WE 7000 Public Participation, Interagency Coordination Activities in this work element will prove to be helpful this year with the final release of the complete dataset for Census The commute behavior of employed persons will assist the region as it takes OWP-22

23 actions in support of the economic vitality of the metropolitan area and enabling global competitiveness, productivity, and efficiency. With the availability of this information, the agency will develop transportation plans that effectively address the full range of transportation issues facing the region and increase the sustainability, competitiveness, productivity and efficiency of the region. e) WE 8000 Programming, Delivery, and Financial Management This work element addresses this planning factor by providing for participation in project development teams to assure that projects properly address system maintenance and rehabilitation needs. California Planning Emphasis Areas for Development of the FY 2012/13 Overall Work Program Per the Metropolitan Planning Organization Overall Work Program Guidance for Fiscal Year 2012/13, there will be no Federal Planning Emphasis Areas (PEAs) this year, however the Federal Highway Administration, California Division, has established four Planning Emphasis Areas (PEAs). 1. Work Program Development SLOCOG has prepared the Overall Work Program (OWP) to ensure the activities and products mandated by the metropolitan transportation planning regulations in 23 CFR 450 are a priority for the region. The SLOCOG work elements and subsequent work tasks have been developed to provide sufficient detail (including activity descriptions, products, schedules, and costs, etc.) to clearly explain the purpose and results of the work to be accomplished, including how they support the Federal transportation planning process. The FY 2012/13 OWP addresses this Emphasis Area comprehensively by carefully structuring the content of each work element in manner that makes its goal(s), objectives and actions as clear and understandable as possible. To that end, care is taken to assure that all aspects of each element, including proposed products, the product delivery schedule, responsible agency and activity costs, is clearly and completely described. 2. Performance Management SLOCOG is currently engaged with the California Transportation Commission, Caltrans, and MPO/RTPA efforts to develop and adopt an enhanced system of performance goals and measures. SLOCOG developed and approved the 2010 Regional Transportation Plan Preliminary Sustainable Communities Strategy (2010 RTP-PSCS) that contains a Performance Measures chapter geared to address the focus on sustainable communities by linking the approach to Caltrans Smart Mobility 2010 Performance Measures. SLOCOG has already used smart growth criteria in considering program ranking; delivery challenges and the alignment of program priorities.. We anticipate that once the statewide discussions regarding common measures have been established, the MPOs, in conjunction with the State agencies will have a recommended (if not required) set of common indicators. SLOCOG will analyze how to integrate new measures and improve upon the existing performance analysis process. The performance measures that SLOCOG are currently utilizing will be evaluated over the next two years to gauge the progress of transportation decisions toward the overall program goals. SLOCOG will assess and/or track the performance of transportation investment decisions in the following areas: Safety, Infrastructure Condition, Mobility, Congestion, Freight, and Livability/Sustainability. The FY 2012/13 OWP addresses the Emphasis Area by including an enhanced Transportation System Performance Monitoring Program based on the performance measures that were expanded in FY 2011 to include a broader range of indicators to help evaluate the success of new initiatives to implement the 2010 RTP-PSCS strategies. The range of data sources in the expanded process includes, but is not limited to, the following: OWP-23

24 3. Safety UCSB Economic Forecast Project annual Economic Profiles and forecasts California Department of Finance Economic Reports and Profiles 2010 Census Data on Population, Housing, Employment and Commute behavior Transit Operators Reports on Service Usage Amtrak Reports on Passenger Loadings SLO County Regional Airport Reports on Passenger Loadings Rideshare online commuter match program Ride-on, Enterprise and Cal Poly vanpool program data on participation Caltrans and CHP State Highway Accident Reporting System Data SLO Regional Traffic Model outputs Regional Transit Agency Bicycle loadings The FY 2012/13 OWP addresses this Emphasis Area comprehensively and completely with our programs designed to provide for improvements to the safety of the region s transit systems, through programming Poposition 1 B transit funding, Urbanized Area grant funds and Rural Transit Fund capital program development. The establishment and improvement of park-andride lots throughout the County, promotion of the 511 traveler information system and providing support for the Safe Routes to School Program are included in the OWP. In addition, the expanded and improved scope of monitoring and reporting on Regional Transportation System Performance Measures include a wider and more comprehensive range of indicators that will help in planning for increased transportation system safety. 4. Livability/Sustainability As noted above SLOCOG has developed and approved the 2010 Regional Transportation Plan Preliminary Sustainable Communities Strategy (2010 RTP-PSCS) which contains a chapter addressing livability and sustainability as well as tying the quality and location of transportation facilities to broader opportunities such as access to good jobs, affordable housing, quality schools, safe streets, while protecting the environment in communities. The 2010 RTP-PSCS includes a Complete Streets component; addresses safety and capacity issues on all roads through better planning and design; and looks to maximize and expand new technologies such as ITS; and uses Travel Demand Management approaches to system planning and operations. SLOCOG s new 2010RTP-PSCS incorporates livability/sustainability principles such as: Providing more transportation choices Supporting existing communities Promoting equitable, affordable housing Leveraging Federal policies & investments Enhancing economic competitiveness Valuing communities and neighborhoods The FY 2012/13 OWP addresses this Emphasis Area comprehensively and completely with our programs designed to implement a wide range of livability and sustainability standards that have been developed in California and elsewhere. This OWP includes an advanced planning program cycle designed to carry out Community 2050 Regional Blueprint planning elements and Strategic Growth planning processes. OWP-24

25 OWP-25

26 OWP-26

27 OWP-27

28 SLOCOG 2012/13 PROGRAM BUDGET - EXPENSES STAFF DAYS STAFF COST SERVS. & SUPP. PROF. SERVICES SPECIAL/ CAPITAL PROGRAMS DIRECT COSTS IN-KIND SERVICES TOTAL EXPENSES I/D STAFF DESCRIPTION TDA Allocation/Admin. Unmet Needs T 1100 Assessment 77 27,076 9, ,382 14, , Performance Audits 23 9, , ,765 5, , Fiscal and Compliance Audits 12 5, , ,224 2, , TDA ADMINISTRATION ,229 9,656 45, ,372 22, ,951 Total Transit Planning, Coordination, and 2100 Programming ,621 1, ,971 64, , Transit Planning Internship (Carryover) 6 2, , ,475 1, ,798 Bus Rapid Transit Planning Study 2115 (Carryover) 15 6, , ,009 3, ,722 SLO Coordinated Transit Center Siting & 2421 Feasibility Study 25 12, , ,524 6, ,220 TRANSIT PLANNING, COORDINATION, 2000 AND PROGRAMMING ,559 1, , ,978 76, , Reduce VMT & Enhance Travel Services 57 22, ,178 11, , ITS Development and Deployment 21 8, ,065 4, , Data Management & Assessment ,925 3, ,716 49, , Commodity Movement 13 5, ,012 2, , PLANNING FOR SYSTEM EFFICIENCY ,079 3, ,970 68, , Public Outreach 79 23,022 15, ,022 12, , Commuter Trip Focus 69 20,728 36, ,928 11, , Lucky Bucks Incentive Program 63 16,392 50, ,392 8, , Online Bus Pass Purchases 8 1, ,972 1, , JARC Mobility Management ,288 35, ,668 22, , Bicycle Program Advocacy & Promotion 90 28,710 18, ,210 15, , Safe Routes to School 98 30,802 14, ,702 16, , Rideshare Administration 60 19,651 1, ,491 10, , REGIONAL RIDESHARE , , ,386 98, , Regional Transportation Plan , ,544 41, ,007 Intergovernmental Review, Coordination & Support within Context of Adopted 4200 RTP/PSCS , ,045 31, , REGIONAL TRANSPORTATION PLAN , ,589 72, ,089 Surface Transportation Planning and 5100 Coordination , ,169 24, ,856 Project Scoping & Project Study Report 5200 Participation 29 13, ,767 7, , Corridor Master Mobility Plan - Hwy , , ,990 30, ,463 See Scenic Highway Program following 5300 PCT Traffic Model Use Maintenance and 5400 Development ,111 1,300 25, ,411 35, ,296 PLANNING FOR HIGHWAYS, CORRIDORS, AND ROUTES OF 5000 REGIONAL SIGNIFICANCE ,038 1, , ,338 98, ,743 Federal Byway Grant - Byway Corridor 5311 Management Plan Update 46 19, ,513 10, ,946 Federal Byway Grant - Gateway 5320 Monuments 27 12, , , ,670 6, , Federal Byway Grant - Interpretive Signs 17 7, , , ,780 4, ,897 Federal Byway Grant - Chorro Valley Trail 5360 Study (SLO to MB) 30 12, , ,570 6, , SCENIC BYWAY PROGRAM , , , ,533 27, ,305 Non-motorized Transportation 6100 (Bike/Ped's.) Planning and Coordination , ,473 27, , Rail Service Coordination 81 41,051 8, ,451 21, , Aviation Transportation Planning 6 2, ,770 1, , Maritime Transportation Planning 4 2, ,401 1, ,685 PLANNING FOR ALTERNATIVE MODES 6000 OF TRANSPORTATION ,695 8, ,095 52, ,332 No Co Anza Trail - Salinas River Corridor Regional Trail Master Plan (Grant 6110 approved 7/26/11) 37 16, , ,079 8, ,677 No Co Anza Trail - Salinas River 6110 Corridor Regional Trail Master Plan 37 16, , ,079 8, ,677 Federal Rail Administration (EIR for Coast 6210 Daylight) 44 20, , ,119 10, ,877 FEDERAL RAIL ADMINISTRATION (EIR 6210 FOR COAST DAYLIGHT) 44 20, , ,119 10, ,877 PUBLIC PARTICIPATION & 7000 INTERAGENCY COORDINATION , , ,560 81, ,273 Federal Transportation Improvement 8100 Program 81 34,512 2,950 24, ,462 18, , Air Quality Conformity Analysis 26 12, ,568 6, ,288 State Transportation Improvement 8200 Program (STIP, ITIP, RTIP, SHOPP, HP) 62 28, ,582 15, ,623 Surface Transportation Program (STP), State Highway Account (SHA), and Transportation Enhancement (TE) 8300 Program Administration 50 25,537 1,000 2, ,754 13, ,409 T Project and Financial Information 8400 Systems Development 31 12, ,624 6, ,374 TRANSPORTATION PROGRAMMING, DELIVERY, AND FINANCIAL 8000 MANAGEMENT ,372 4,400 26, ,989 60, , Capital Project Administration 16 7, ,619 4, ,693 T TRANSPORTATION PROGRAMMING, DELIVERY, AND FINANCIAL 8000 MANAGEMENT 16 7, ,619 4, ,693 T 9100 Motorist Aid - Call Box Program 75 27, ,567 79, ,355 14, , Ridesharing and Traveler Information 9150 Telephone System 63 21,178 20, , ,738 11, , Regional Housing Needs 24 10, ,922 5, ,762 Strategic Growth Council Prop Sustainable Communities (Carryover) ,335 13,500 34, ,065 49, ,437 SPECIAL TRANSPORTATION 9000 STUDIES/SERVICES ,973 33, ,357 79, ,080 81, ,340 OWP and Budget Development and 0100 Maintenance , ,965 54, , OWP AND BUDGET , ,965 54, ,485 TOTAL DIRECT 3,727 1,529, ,117 1,377, ,755 3,483, , ,301, Fiscal Audits 22 10, , Legislative Program 23 11, Agency Administration and Support , , Paid Time Off , AGENCY PROGRAM DEVELOPMENT - TOTAL INDIRECT , , ,271 9, TOTAL DIRECT AND INDIRECT 4,982 2,110, ,388 1,386, ,755 3,483, , ,301, Travel , ,964 35, OMB A87/Other ,427 34, ,427 97, Legislative Information 10 4, ,777 4, Census Data Center 39 14, ,030 14,030 Building & Vehicle Replacement Reserve ,429 33,429 33,429 Contingency , ,000 20,000 TOTAL AGENCY ADMINISTRATION 49 18, ,391 34,000 33, , ,627 Indirect cost rate % applied from FY 10/11 vs FY 12/13 budgeted indirect costs 4,502 GRAND TOTAL EXPENSES 5,031 2,129, ,779 1,420, ,184 3,689, , ,511,703 OWP-28

29 SLOCOG 2012/13 PROGRAM BUDGET - REVENUES (PAGE 1) LTF (TDA) PROP 1 B STA/LTF, INTEREST & OTHER FTA SECTION 5303 FTA 5304 PLANNING GRANT RTIP (PPM) RTIP (PPM) 11/12 CARRY- OVER SEC 5316 JARC/ MOBILITY MGT. RIDESHARE COOP AGREE- MENTS/ LUCKY BUCKS RIDE-SHARE & SLOCOG SPONSOR- SHIPS SEC 5316 RIDESHARE JARC INTERACTIVE WEBSITE STIP TE SAFE/ CALL BOX T , , (0) , , , , , , , , , (0) , , ,976 67, , (0) , , (0) , , (0) , , , , , , , , , , , ,000 1, , , , , , ,200 60,000 7, , , , (0) , , , , (0) , , , , , , , , , , , , , , , , , , T , , , , , T , T 9100 (0) , , , , , , , , , , , , , ,331 67, , , ,000 80,200 60,000 7, ,454 55, , , ,331 67, , , ,000 80,200 60,000 7, ,454 55, , , ,000 94, (0) 4, ,030 33, , , , , , ,529 67, , , ,000 80,200 60,000 7, ,454 55, ,230 Allocation 67, ,000 Carryover 0 100,000 TOTAL 67, , ,000 OWP-29

30 SLOCOG 2012/13 PROGRAM BUDGET - REVENUES (PAGE 2) SHA FUNDS PUBLIC TRANS ACCOUNT FEDERAL RAIL ADMIN COMMUNITY- BASED TRANSPOR- TATION PLANNING GRANT FEDERAL BYWAY GRANTS SGC PROP. 84 GRANTS FHWA PL FUNDS CARRYOVER TOLL FHWA PL CREDITS FUNDS TOTAL REVENUE GRANT % (5303 & PL) T , , , , , ,467 24, , % , % , , ,206 24, , , , , , , , , , , , , % , , , % , , , , , , % 15, , , % 11, , ,089 26, , , , , , , , , % 13, , , ,743 13, , , , % , , , % , , , % , , , % , , , , % , % , % , % , , , , % , , , , , , , , , % ,308 26, ,273 35, , , , , % , , % , , % 0 T , % , , ,693 T ,693 0 T , , % , , , , , , % , , , , , , , ,709 26,531 4,301,573 99, , , , , , , ,709 26,531 4,301,573 99, , , , ,030 33,429 20, , , , , , , , , ,709 26,531 4,511,704 99,290 PL Allocation 698,709 Carryover 26,531 Total 698,709 26,531 OWP-30

31 LOCAL FTA 5303 FHWA PL FHWA PL CARRYOVER FTA 5304 SLOCOG 2012/2013 BUDGET REVENUE SUMMARY JARC/MOBILITY MANAGEMENT 5316 CALTRANS COMMUNITY- BASED TRANSPORTATION PLANNING GRANT SEC NEW FREEDOM - JARC/511 STATE TRANSPORTATION IMPROVEMENT PROGRAM TRANSPORTATION ENHANCEMENT REGIONAL BLUEPRINT PLANNING - COMMUNITY 2050 SCENIC BYWAY PROGRAM GROWTH COUNCIL PROP 84 MODELING INCENTIVE & SUSTAINABLE COMMUNITIES FEDERAL RAIL ADMINISTRATION PUBLIC TRANSPORTATION ACCOUNT Page 1 LOCAL (TDA, Interest, Other, PPM, SHA, Call Box, Rideshare, Prop 84) FEDERAL SHARE LOCAL MATCH FEDERAL SHARE LOCAL MATCH FEDERAL SHARE LOCAL MATCH FEDERAL SHARE LOCAL MATCH FEDERAL SHARE LOCAL MATCH STATE SHARE LOCAL MATCH FEDERAL SHARE LOCAL MATCH FEDERAL SHARE LOCAL MATCH FEDERAL SHARE LOCAL MATCH FEDERAL SHARE LOCAL MATCH SCG - PROP 84 LOCAL FRA LOCAL PTA LOCAL TOTAL WE # DESCRIPTION PCT TDA Allocation/Admin. Unmet Needs 1100 Assessment 51, ,860 0 PCT 1200 Performance Audits 44, ,987 0 PCT 1300 Fiscal and Compliance Audits 23, ,105 0 WE 1000 TDA Administration 119, ,952 0 Transit Planning, Coordination, and PCT 2100 Programming 0 67, , ,466 24,155 PCT 2110 Transit Planning Internship (Carryover) ,036 2, ,798 0 Bus Rapid Transit Planning Study PCT 2115 (Carryover) ,966 7, ,722 0 SLO Coordinated Transit Center Siting & PCTT 2421 Feasibility Study 69, ,220 0 Transit Planning, Coordination, and WE 2000 Programming 69,220 67, , ,002 10, ,206 24,155 TOLL CREDIT 5303 & PL PCT 3100 Reduce VMT & Enhance Travel Services 33, ,983 0 PCT Intelligent Transportation System (ITS) 3200 Development and Deployment 12, ,377 0 PCT 3300 Data Management & Assessment 146, ,403 0 PCT 3400 Commodity Movement 7, ,691 0 WE 3000 Planning for System Efficiency 200, ,454 0 PCT 3510 Public Outreach 50, ,332 0 PCT 3520 Commuter Trip Focus 68, ,012 0 PCT 3521 Lucky Bucks Incentive Program 75, ,157 0 PCT 3522 Online Bus Pass Purchases 3, ,026 0 PCT 3535 JARC Mobility Management ,200 20, ,279 0 PCT 3540 Bicycle Program Advocacy & Promotion 62, ,561 0 PCT 3566 Safe Routes to School ,000 7, ,172 0 PCT 3570 Rideshare Administration 31, ,998 0 WE 3500 Regional Rideshare 291, ,200 20, ,000 7, ,537 0 PCT 4100 Regional Transportation Plan (RTP) , ,007 15,419 PCT Intergovernmental Review, Coord & Support within Context of Adopted 4200 RTP/PSCS , ,081 11,541 WE 4000 Regional Transportation Plan (RTP) , ,088 26,960 PCT Surface Transportation Planning and 5100 Coordination 70, ,856 0 PCT Project Scoping & Project Study Report 5200 Participation 21, ,128 0 PCT 5210 Corridor Master Mobility Plan - Hwy , ,463 0 PCT See Scenic Highway program following 5300 PCT PCT 5400 Regional Traffic Model Development ,528 27, ,296 13,154 Planning for Highways, Corridors, and WE 5000 Routes of Regional Significance 329, ,528 27, ,743 13,154 PCT Federal Byway Grant - Byway Corridor 5311 Management Plan Update ,000 9, ,946 0 PCT Federal Byway Grant Highway 1 Gateway 5320 Monuments ,644 35, ,170 0 PCT Federal Byway Grant Highway Interpretive 5330 Signs ,510 25, ,897 0 PCT Federal Byway Grant - Coastal Trail Plan 5350 (Chorro Valley - SLO to MB) 47,000 19, ,292 0 WE 5300 Scenic Byway Program ,154 90, ,305 0 PCT Non-motorized Transportation Planning 6100 and Coordination (Bike/Ped's.) 65, ,234 0 PCT 6200 Rail Service Coordination 71, ,401 0 PCT 6300 Aviation Transportation Planning 4, ,251 0 PCT 6450 Maritime Transportation Planning 3, ,685 0 WE Planning for Alternative Modes of 6000 Transportation 144, ,571 0 No Co Anza Trail - Salinas River Corridor PCT 6110 Regional Trail Master Plan ,550 76, ,378 0 No Co Anza Trail - Salinas River WE 6000 corridor Regional Trail Master Plan ,550 76, ,378 0 OWP-31

32 LOCAL FTA 5303 FHWA PL FHWA PL CARRYOVER FTA 5304 SLOCOG 2012/2013 BUDGET REVENUE SUMMARY JARC/MOBILITY MANAGEMENT 5316 CALTRANS COMMUNITY- BASED TRANSPORTATION PLANNING GRANT SEC NEW FREEDOM - JARC/511 STATE TRANSPORTATION IMPROVEMENT PROGRAM TRANSPORTATION ENHANCEMENT REGIONAL BLUEPRINT PLANNING - COMMUNITY 2050 SCENIC BYWAY PROGRAM GROWTH COUNCIL PROP 84 MODELING INCENTIVE & SUSTAINABLE COMMUNITIES FEDERAL RAIL ADMINISTRATION PUBLIC TRANSPORTATION ACCOUNT Page 2 LOCAL (TDA, Interest, Other, PPM, SHA, Call Box, Rideshare, Prop 1b, 116 & 84) FEDERAL SHARE LOCAL MATCH FEDERAL SHARE LOCAL MATCH FEDERAL SHARE LOCAL MATCH FEDERAL SHARE LOCAL MATCH FEDERAL SHARE LOCAL MATCH STATE SHARE LOCAL MATCH FEDERAL SHARE LOCAL MATCH FEDERAL SHARE LOCAL MATCH FEDERAL SHARE LOCAL MATCH FEDERAL SHARE LOCAL MATCH SCG - PROP 84 LOCAL FRA LOCAL PTA LOCAL TOTAL Federal Rail Administration - EIR for PCT 6210 Coast Daylight , , ,498 0 WE 6000 EIR for Coast Daylight , , ,498 0 PCTT 7100 Public Participation , ,531 3, ,273 35,021 Public Participation & Interagency WE 7000 Coordination , ,531 3, ,273 35,021 PCT Federal Transportation Improvement 8100 Program (FTIP) 79, ,915 0 PCT 8150 Air Quality Conformity Analysis 19, ,288 0 PCT State Transportation Improvement 8200 Program (STIP, ITIP, RTIP, HP) 43, ,623 0 PCT Surface Transportation Program, State Highway Account, and Transportation 8300 Enhancement Program Administration 42, ,409 0 PCT Project and Financial Information 8400 Systems Development 19, ,374 0 Transportation Programming, WE 8000 Delivery, and Financial Management 204, ,609 0 PCT 8600 Capital Project Administration 11, ,693 0 Transportation Programming, WE 8000 Delivery, and Financial Management 11, ,693 0 PCT 9100 Motorist Aid - Call Box Program 212, ,079 0 PCT 511 Ridesharing & Traveler Information 9150 Telephone System ,454 39, ,062 0 PCT 9200 Regional Housing Needs 16, ,762 0 PCT Strategic Growth Council Prop Sustainable Communities Strategies ,000 49, ,437 0 Special Transportation WE 9000 Studies/Services 228, ,454 39, ,000 49, ,340 0 WE OWP and Budget Development and 0100 Maintenance 129, ,225 0 OWP and Budget Development and Maintenance 129, ,225 0 WE Travel; OMB A87/Other; Legislative Advocacy; Census Data Center; Building, 0500, 0600, Vehicle Replacement and Medical 0700 & Premium for Retirees Reserve; 0750 Contingency 260, ,828 0 Agency Program Development and Administration 260, ,828 0 TOTAL BUDGETED 1,990,424 67, ,708 27,768 26,531 3,434 74,002 10,518 80,200 20, ,550 76, ,454 39,608 55,000 7, ,154 90, ,000 49, , , ,511,700 99,290 FY 2012/13 Allocation/Grant FY 2011/12 Carryover TOTAL BUDGETED 67, , ,531 67, ,709 26,531 TOLL CREDIT 5303 & PL OWP-32

33 SLOCOG 2012/2013 FUNDING SOURCE SUMMARY FTA Sec (Transit Planning - Consolidated Planning Grants [CPG]) 2100 Transit Planning, Coordination, and Assistance 67, TOTAL Sec ,651 FTA Sec (Transit Planning Grants) 2110 Transit Planning Internship (Total Grant $25,000 - FY 11/12 $5,964 & FY 12/13 $19,036) 19, Bus Rapid Transit Planning Study (Total Grant $62,000 - FY 11/12 $28,595 & FY 12/13 $33,405) 54, TOTAL Sec ,002 FTA Section JARC Mobility Management 3535 JARC Mobility Management (Carryover) 80,200 FTA Sec JARC New Freedom Ridesharing and Traveler Information Telephone System (Carryover) 117,454 TOTAL FTA Sec & ,654 FHWA PL Funds (Consolidated Planning Grant [CPG]) 2100 Transit Planning, Coordination & Programming 118, Regional Transportation Plan 208, Planning for Highways, Corridors & Routes of Regional Significance 101, Public Participation 270,308 TOTAL PL ALLOCATION 698,709 FHWA PL Carryover Funds 7000 Public Participation 26,531 TOTAL FHWA PL CARRYOVER FUNDS 26,531 State Transportation Improvement Program Transportation Enhancement 3566 Safe Routes to School 55,000 TOTAL STIP TE Scenic Byway - Byway Corridor Management Plan Update 5310 Scenic Byway - Byway Corridor Management Plan Update 20,000 UPDATE 20,000 Scenic Byway - Highway 1 Gateway 5320 Scenic Byway - Highway 1 Gateway Monuments (Carryover) 141,644 FUNDS 141,644 Scenic Byway - Highway 1 Interpretive Signs 5330 Scenic Byway - Highway 1 Interpretive Signs (Carryover) 99,510 FUNDS 99,510 Scenic Byway - Coastal Trail Plan 5360 Scenic Byway - Coastal Trail Plan (Carryover) 47,000 TOTAL SCENIC BYWAY - COASTAL TRAIL PLAN 47,000 Federal Rail Administration 6210 EIR for Coast Daylight 300,000 TOTAL FRA 300,000 Public Transportation Account 6210 EIR for Coast Daylight 200,000 TOTAL PTA 200,000 Strategic Growth Council Prop 84 Sustainable Communities (Carryover) 9650 Strategic Growth Council Prop 84 Sustainable Communities (Carryover) 140,000 TOTAL STRATEGIC GROWTH COUNCIL PROP ,000 Note: Total Toll Credits applied to FTA Section 5303 $8,765 & FHWA PL Funds $90,525. OWP-33

34 V. Program Categories (PC), Work Elements (WE), and Tasks (PCT/PCX) This table shows the location of the 2011/2012 Work Elements in the 2012/2013 Work Elements. WE, PCT, PCX 2011/2012 WE, PCT, PCX 2012/2013 WE 1000 Transportation Development Act (TDA) Administration WE 1000 Transportation Development Act (TDA) Administration PCT 1100 TDA Fund Allocation and Administration PCT 1100 TDA Fund Allocation and Administration PCT 1200 Performance Audits PCT 1200 Performance Audits PCT 1300 Fiscal and Compliance Audits PCT 1300 Fiscal and Compliance Audits WE 2100 Transit Planning, Programming, and Assistance PCT 2100 Transit Planning, Coordination and Programming WE 2102 RTA Manager Recruitment PCT 2102 N/A WE 2110 Transit Planning Internship PCT 2110 Transit Planning Internship WE 2115 Bus Rapid Transit Planning Study PCT 2115 Bus Rapid Transit Planning Study WE 2416 North County Transit Plan PCT 2416 N/A WE 2420 SLO Coordinated Transit Center PCT 2420 N/A Study WE 2421 N/A PCT 2421 SLO Coordinated Transit Center Siting and Feasibility Study WE 3000 Planning for System Efficiency WE 3000 Planning for System Efficiency PCT 3100 Reduce VMT & Enhance Travel Services PCT 3100 Reduce VMT & Enhance Travel Services PCT 3200 Intelligent Transportation System (ITS) Development and Deployment PCT 3200 Intelligent Transportation System (ITS) Development and Deployment PCT 3300 Performance Monitoring Program PCT 3300 Data Management and Assessment PCT 3400 Commodity Movement PCT 3400 Commodity Movement WE 3510 Public Outreach (Regional PCT 3510 Public Outreach (Regional Rideshare) Rideshare) WE 3520 Commuter Trip Focus (Regional Rideshare) PCT 3520 Commuter Trip Focus (Regional Rideshare) WE 3521 Lucky Bucks Program (Regional Rideshare) PCT 3521 Lucky Bucks Rideshare Incentive Program (Regional Rideshare) WE 3522 Online Bus Pass Purchases PCT 3522 Online Bus Pass Purchases WE 3531 Summer Break Pass (Regional PCT 3531 NA Rideshare) WE 3535 JARC Mobility Management PCT 3535 JARC Mobility Management WE 3540 Bicycle Program (Regional Rideshare) PCT 3540 Bicycle Program Advocacy and Promotion (Regional Rideshare) WE 3565 Safe Routes to School (Regional Rideshare) PCT 3565 Safe Routes to School (Regional Rideshare) WE 3570 Rideshare Administration (Regional Rideshare) PCT 3570 Rideshare Administration (Regional Rideshare) WE 4000 Regional Transportation Plan (RTP) PCT 4100 Regional Transportation Plan (RTP) WE 4200 N/A PCT 4200 Intergovernmental Review, Coordination and Support OWP-34

35 WE, PCT, PCX 2011/2012 WE, PCT, PCX 2012/2013 WE 5000 Planning for Highways, Corridors, and Routes of Regional Significance WE 5000 Planning for Highways, Corridors, and Routes of Regional Significance PCT 5100 Surface Transportation Planning and Coordination PCT 5100 Surface Transportation Planning and Coordination PCT 5200 Project Scoping and Project Study Report Participation PCT 5200 Project Scoping and Project Study Report Participation WE 5210 Hwy 101 Corridor Mobility Master Plan PCT 5210 Hwy 101 Corridor Mobility Master Plan PCT 5300 Moved to WE 5300 in 2006/07 PCT 5300 WE 5300 (following PCT 5400) (following PCT 5400) PCT 5400 Regional Traffic Model Use Maintenance and Development PCT 5400 Regional Traffic Model Use Maintenance and Development WE 5300 Route 1 SLO North Coast Scenic Byway Program WE 5300 Route 1 SLO North Coast Scenic Byway Program WE 5310 Highway 1 Scenic Byway Planning PCT 5310 N/A and Coordination (Carryover) WE 5311 Scenic Byway Corridor Management Plan Update PCT 5311 Scenic Byway Corridor Management Plan Update WE 5320 Highway 1 Gateway Program (Carryover) PCT 5320 Highway 1 Gateway Program (Carryover) WE 5330 Highway 1 Scenic Byway Signage Program (Carryover) PCT 5330 Highway 1 Scenic Byway Interpretive Signage Program (Carryover) WE 5350 Federal Byway Grant Scenic PCT 5350 N/A Byway Coastal Trail Plan (Carryover) WE 5360 N/A PCT 5360 Chorro Valley Trail Plan WE 6000 Planning for Integration of Transportation Modes WE 6000 Planning for Integration of Transportation Modes PCT 6100 Non-motorized Transportation Planning & Coordination PCT 6100 Non-motorized Transportation Planning & Coordination WE 6110 North County Anza Trail Salinas River Corridor Regional Trail Master Plan PCT 6110 North County Anza Trail Salinas River Corridor Regional Trail Master Plan (Carryover) PCT 6200 Rail Service Planning PCT 6200 Rail Service Coordination WE 6210 N/A PCT 6210 Federal Rail Administration EIR for Coast Daylight WE 6300 Aviation Transportation Planning PCT 6300 Aviation Transportation Planning WE 6450 Maritime Transportation Planning PCT 6450 Maritime Transportation Planning WE 6460 Air Quality Transportation Planning PCT 6460 N/A WE 6103 Prop 1 B Mobile Data Terminals PCT 6103 N/A WE 7000 Public Participation and Intergovernmental Support WE 7000 Public Participation & Interagency Coordination PCT 7100 Public Participation PCT 7100 Publication Participation & Interagency Coordination PCT 7200 Intergovernmental Review: Plans, Projects, Studies, and Smart Growth Concepts PCT 7200 N/A (moved to PCT 4200) OWP-35

36 WE, PCT, PCX 2011/2012 WE, PCT, PCX 2013/2014 PCT 7300 Information and Data Management PCT 7300 N/A (moved to PCT 3300) WE 8000 Transportation Programming, Delivery, and Financial Management WE 8000 Transportation Programming, Delivery, and Financial Management PCT 8100 Federal Transportation Improvement Program (FTIP) PCT 8100 Federal Transportation Improvement Program (FTIP) PCT 8150 N/A PCT 8150 Air Quality Conformity Analysis PCT 8200 State Transportation Improvement Program (STIP, ITIP, RTIP, HP, CMIA) PCT 8200 State Transportation Improvement Program (STIP, ITIP, RTIP, HP, CMIA) PCT 8300 STP, SHA, and Transportation Enhancement (TE) Program Administration PCT 8300 STP, SHA, and Transportation Enhancement (TE) Program Administration PCT 8400 Project and Financial Information Systems Development PCT 8400 Project and Financial Information Systems Development PCT 8500 Supplemental Funding PCT 8500 N/A WE 8600 Capital Project Administration PCT 8600 Capital Project Administration WE 9100 Motorist Aid Call Box Program PCT 9100 Motorist Aid Call Box Program WE Ridesharing and Traveler Information Telephone System PCT Ridesharing and Traveler Information Telephone System WE 9200 Regional Housing Needs PCT 9200 Regional Housing Needs WE 9500 Community 2050 Regional Blueprint PCT 9500 N/A Planning Grant Funding Cycle 4 WE 9600 Strategic Growth Council Modeling PCT 9600 N/A WE 9650 Strategic Growth Council Sustainable Communities PCT 9650 Strategic Growth Council Sustainable Communities (Carryover) WE Program Development and Administration WE Program Development and Administration PCX 0100 OWP and Budget Development and Maintenance PCT 0100 OWP and Budget Development and Maintenance WE 0150 Fiscal Audits PCX 0150 Fiscal Audits PCX 0300 Legislative Program PCX 0300 Legislative Program PCX 0400 Agency Administration and Support PCX 0400 Agency Administration and Support PCY 0500 Travel PCY 0500 Travel PCY 0600 OMB A-87 (Stipends/Other) PCY 0600 OMB A-87 (Stipends/Other) PCY 0700 Legislative Advocacy PCY 0700 Legislative Advocacy PCY 0750 Census Data Center PCY 0750 Census Data Center OWP-36

37 PROGRAM CATEGORY 1 TRANSPORTATION DEVELOPMENT ACT (TDA) ADMINISTRATION WE 1000 Transportation Development Act (TDA) Administration Management Staff: Peter Rodgers Goal: Efficient & compliant allocation & administration of TDA funds in the San Luis Obispo Region. Objective: 1. Administer TDA funds in full compliance with laws and regulations. Previous work: Annual Unmet Transit Needs Public Hearing and reports to the State Controller; TDA allocations and claims; State Controller's Reports; Triennial Performance Audits of each TDA recipient with transit function and SLOCOG; annual reports of each transit operator and SLOCOG; and fiscal audits for all TDA recipients. TASKS AND PRODUCTS PCT 1100 TDA Fund Allocation and Administration 1. Apportion TDA Funds, approve claims, allocate funds, and submit annual reports (Art. 3). (Product a) 2. Receive and file State Controller s reports of transit entities (PUC Sec ). (Product b) 3. Perform Transit Needs Assessment of transit dependent groups (PUC Sec b1). (Product c) 4. Conduct annual Unmet Transit Needs and Bicycle and Pedestrian Inventory Public Hearing and evaluate requests received from the public (PUC Sec ) pursuant to adopted policy to maximize public participation. a) Prior to Unmet Transit Needs Public Hearing, meet with special interest groups (i.e. Low Vision Council, senior groups, Employer Transportation Coordinators through Rideshare, etc.), to gather input on potential requests. b) Design and post fliers on buses and distribute to various public groups, including the traditionally under-represented and under-served populations, such as the elderly, disabled, low-income, and minority (i.e. Black, Hispanic, Asian American, American Indian/Alaskan Native, and Pacific Islander) communities/groups and community leaders and public locations throughout the region. Publish public hearing notices, public service announcements, secure advertising in the Cal Poly Mustang Daily, post Unmet Needs hearing notices on both the SLOCOG and Rideshare websites and in local government buildings and encourage local operators to publicize the hearing via their public outreach channels. c) Gather all unmet needs requests and evaluate each one per the adopted regional criteria for unmet need and reasonableness to meet determination and report to Board. (Products d and e) 5. Gather and review quarterly statistics on each transit operator as part of the TDA claim approval; monitor trends from year to year by operator and by mode and prepare annual summaries for the Transit Needs Assessment Update. (Product f) 6. Process the TDA Rural Transit Fund (RTF) exchange applications, amend the RTF guidelines per the new FTA local match ratios and develop an annual Program of Projects for rural applicants eligible for RTF assistance. (Product g) 7. Amend TDA Fund Allocation Table Exhibit A as necessary during the course of the year and assist local agencies modify their claims. (Product h) OWP-37

38 Products Beginning Date Ending Date a. TDA Allocation Instructions 7/1/12 6/30/13 b. State Controller s Reports 9/1/12 12/31/12 c. Transit Needs Assessment 9/1/12 12/31/12 d. Unmet Needs Hearing Report 7/1/12 7/31/13 e. Unmet Transit Needs Determination 4/1/13 6/30/13 f. Operating and financial statistics- all operators Quarterly g. RTF Guidelines and Program of Projects 9/1/12 6/30/13 h. Amended Exhibit A 7/1/12 6/30/13 PCT 1200 Performance Audits 1. Contract with independent auditor and submit scheduled triennial performance audits for the following entities: Atascadero, Morro Bay and Paso Robles. (Product a) 2. Submit performance audit schedule to Caltrans for future years. (Product b) 3. Assess progress made by operators in implementing triennial performance audit recommendations on the most recent audits: Ride On Transportation and SLOCOG. (Product c) 4. Seek strategies to streamline the number of Performance Audits through consolidation where appropriate. Products Beginning Date Ending Date a. Performance Audits: Atascadero, Morro Bay & Paso Robles 7/1/12 6/30/13 b. Audit Schedule: FYs 12/13 and 13/14 7/1/12 9/1/12 c. Prior Performance Audits follow-up 4/1/13 6/30/13 PCT 1300 Fiscal and Compliance Audits 1. Submit audits to County Auditor and State Controller for SLOCOG and all TDA recipients. (Product a) 2. Submit annual Reports of Financial Transactions to the State Controller and County Auditor. (Product b) 3. Administer contract to prepare SLOCOG fiscal and compliance audits. (Product c) Products Beginning Date Ending Date a. Fiscal audits of each TDA recipient 11/1/12 3/31/13 b. Submit Annual Report 10/1/12 12/31/12 c. Contract for fiscal and compliance audits 7/1/12 3/31/13 WORK ELEMENT 1000 BUDGET FUNDING Staff $42,229 Local TDA $32,702 Services & Supplies 9,656 STA/LTF, Interest & Other 87,249 Professional 45,487 Indirect 22,580 Total $119,951 Total $119,951 OWP-38

39 PROGRAM CATEGORY 2 TRANSIT PLANNING, COORDINATION, AND PROGRAMMING Management Staff: Peter Rodgers Goals: o Provide quality transit planning, programming and technical assistance to transit operators to maximize coordination, improve effectiveness and efficiency, and comply with State and Federal laws and regulations. o Ensure all operators have up-to-date Short Range Transit Plans consistent with the 2010 Regional Transportation Plan Public Transportation Element, 2007 Coordinated Human Services Public Transportation Plan and the most recent sub-area transit plans. o Provide support to the planning, coordination and delivery of specialized transportation services to enhance transit convenience and utility. Objectives: 1. Provide technical assistance for transit operators to increase the usability, effectiveness, and efficiency of services and ensure users safety and security. 2. Oversee the Federal Transit Administration (FTA) Urbanized Area (UZA) grants to qualified applicants in the region including programming funding, compliance with ADA, FTA Rules and Requirements and system monitoring and performance improvement. Previous Work: Transit operator workshops and assistance; transit grant program development and grantee assistance; SLOCOG staff training for state and Federal rules and policies. Reviews of Central Area and North County area transit systems POP s for inclusion in the FTIP amendments; agreements with North County transit providers and Central Area transit providers. Participation with the transit providers and regional administrators for developing the FTA Section 5307 POP s in the Santa Maria UZA. Transit Plans completed and/or updated: South County Transit Plan (2010/11) Regional Transit Authority (2010/11); San Luis Obispo Transit (2009/10); North Coast Transit Plan (2006/07); Ride-On Transportation (2005/2006); Atascadero Transit (2005/06); Paso Robles Transit (2006/07); Coordinated Maintenance Facility Study Phase II (2005/06). Long Range Transit Plan Update (2004/05). SMART Transit Fare Card (2005/06); and Job Access Reverse Commute (JARC) Transit Service Enhancement and Bi-lingual Marketing Support (2005/06). Senior Transportation Options Pilot Project (2006/2007) and Coordinated Human Services Public Transportation Plan (2007/08). Region Wide Fare Improvement Study (2008/09). Proposition 1B capital programming (FY 2011/12), and administration. Multi-year Activities: Atascadero Transit Center Project; San Luis Obispo Coordinated Transit Center Study; North County Transit Plan Update; Agricultural Workers Vanpool Transportation Pilot Project (Phase 2) TASKS AND PRODUCTS PCT 2100 Transit Planning, Coordination, and Programming 1. Prepare, adopt, and submit Programs of Projects (POP s) for FTA capital, operating or planning grants and integrate into the Federal Transportation Improvement Program (FTIP) for approval by Caltrans and the FTA. Perform functions of the Designated Recipient; including, but not limited to, reviewing 5307 grant applications for Sub Recipients and pinning grant applications in the TEAM system for authorization, subject to consistency with the Transportation Improvement Program (TIP). (Product a) 2. Provide on-line notification of funding availability; assist grant applicants in developing project proposals for 1) the FTA Section 5307 formula grants; 2) the FTA Section 5310 competitive OWP-39

40 grants; 3) the FTA 5311 formula grants as well as FTA Section 5311 (f) discretionary grants; and 4) Proposition 1B state transit capital funding. (Products a, b and c) 3. Prioritize and adopt programs of projects for the 5307, 5311, 5310 and Prop 1 B grants for inclusion in the region s Federal Transportation Improvement Program (FTIP); and monitor project delivery. (Product c) 4. Work cooperatively with Caltrans Division of Mass Transportation to facilitate local participation, solicit applicants within the public transit and social services sectors toward the next Call for Projects under the JARC and New Freedom (NF) grants administered by the state for recipients in rural and small urbanized areas. (Product d) 5. Facilitate Intelligent Transportation Systems (ITS) improvements included in the ITS Strategic Plan (including security alarms, smart fare cards, integrated system transfers, global positioning systems, schedule adherence & passenger information in real time at major stops & on-line) by seeking eligible funding sources, reviewing capital grant proposals and recommending projects. (Products e and q) 6. Review and respond to local and regional transit proposals and plans; attend regional and local advisory committee and board meetings to ensure consistency with Regional Transportation Plan (RTP) policies and support the coordination and integration of different transit or specialized services by providing input to operators. (Products f and g) 7. Arrange, coordinate, and conduct Transit Efficiency and Funding Committee and Sub Committee meetings to define and facilitate the implementation of strategies to increase efficiencies and improve transit effectiveness in each sub region. Work with transit operators to reduce administrative costs, shift more resources to service delivery and enhance the provision of seamless services. Include various strategies to address opportunities for administrative restructuring, program or functional consolidation, regional versus sub-regional integration, and/or coordination of public transportation functions or services among different operating agencies, administrators, direct or contract operators. (Product h) 8. Attend transportation program workshops and training seminars including the Caltrans sponsored workshops for small urban and rural operators to improve safety and security of transit systems. Attend the California Association for Coordinated Transportation (CALACT) and California Transit Association (CTA) meetings and conferences and follow legislative agenda. No Federal planning funds will be used toward lobbying activities. (Product i) 9. Update sub-area transit plans every five years by combining local transit plan updates among operators with adjacent or overlapping service areas and addressing multi-provider operational needs and customer-oriented issues. Monitor progress in the implementation of adopted transit plans service and capital improvement programs. (Product j) 10. Provide technical assistance to transit operators and administrators to increase the usability, efficiency, effectiveness, safety and security of transit and paratransit services and to comply with FTA regulations as well as resolve FTA compliance interpretation issues. (Product k) 11. Review and update urbanized area Memoranda of Understanding with participating operators. (Product l) 12. Support opportunities for fare integration, timed transfers among connecting services, joint marketing of services and coordination of shared bus stop improvements between the Regional Transit Authority, Regional Rideshare and local fixed-route providers (such as Atascadero, Five Cities, Paso Robles, Morro Bay and San Luis Obispo). Monitor adherence by local agencies to the new fare policies related to shared media among operators and revenue sharing agreements. (Product m) 13. Process grant applications, scopes of studies or pilot projects and requests for proposals for rural planning and research studies (FTA 5304 or other research and demonstration grant sources). (Product n) 14. Monitor progress made on approved JARC and NF funded projects and assess implementation status per the original schedules and scopes and assist recipients with the quarterly reporting to Caltrans on project activities and financial status. (Product o) 15. Facilitate improving fixed-route bus and trolley transit passenger amenities: benches, informational (provider, destination, time points, applicable fares etc.), directional signage, lighting, shelters, safety & security provisions, and compliance with applicable ADA standards OWP-40

41 through field review and assessment of funding opportunities with 7 transit operators. (Product p) 16. Create coordination plan for transit operators to identify and sequence schedule changes to update 511 Traveler Information Number & Google Trip Planner data base. 17. Modify processes and procedures to conform with new state and federal requirements. Products Beginning Date Ending Date a and 5311 Program of Projects 5/31/12 12/31/12 b Program of Projects* 7/1/12 1/31/13 c. Proposition 1B Program of Projects * 7/1/12 6/30/13 d. Roster of participating agencies for next JARC & New Freedom call for projects 7/1/12 5/30/13 e. Reassess programming criteria and make recommendations 1/1/13 4/1/13 f. Plan Consistency review and findings 12/1/12 2/28/13 g. Operators Schedule Changes Coordination Plan and joint marketing projects 8/1/12 4/30/13 h. Transit Efficiencies Committee meetings and Action Plans 7/1/12 6/30/13 i. Synopsis of topics and issues covered at transit conferences 9/1/12 4/30/13 j. Team coordination and consultant oversight; Written comments on draft transit plans 7/1/12 6/30/13 k. Communication with FTA on grant requirements 7/1/12 6/30/13 l. Updated 5307 MOU s 7/1/12 2/28/13 m. Improved fare integration practices by fixed rte operators on local timed transfer needs 7/1/12 6/30/13 n. Review of planning grant applications* 7/1/12 6/30/13 o. JARC and New Freedom Cycle 4 progress report 9/1/12 11/30/12 p. Transit Passenger Amenities Needs Monitoring 9/1/12 6/30/13 q. ITS candidate projects funding options 10/01/12 6/30/13 *Note: Subject to Caltrans final timeline for release of Call for Projects PCT 2100 BUDGET FUNDING Staff $120,621 Local TDA $31 Services & Supplies 1,350 Professional 0 FTA Section ,651 Indirect 64,496 FHWA PL 118,784 Total $186,467 Total $186,467 Toll Credits applied to Section 5304 $8,765. Toll Credits applied to FHWA PL $15,390. PCT 2110 Transit Planning Internship (Carryover) 1. Select field intern(s) for part time technical support on VMT reduction survey. (Product a) 2. Monitor intern s activities with regular meetings to review tasks and schedule products. 3. Perform VMT reduction from transit use surveys and compile results for next year s STA allocation. (Product b) Products Beginning Date Ending Date a. BRT special surveys 4/1/12 10/31/12 c. Biennial Transit VMT Survey 9/15/12 3/31/13 OWP-41

42 PCT 2110 BUDGET FUNDING Staff $2,475 Local TDA $2,762 Services & Supplies 0 FTA Section ,036 Professional 18,000 Indirect 1,323 Total $21,798 Total $21,798 PCT 2115 Bus Rapid Transit (BRT) Planning Study (Carryover) 1. Attend bi-monthly meetings with Study Advisory Committee consultant team. (Product a) 2. Review Draft products and send composite Committee s comments to consultant. (Product b) 3. Present preliminary findings and recommendations to regional advisory committees. (Product b) 4. Release final BRT Planning Study Report. (Product c) Products Beginning Date Ending Date a. Bi-Monthly team meetings Ongoing 6/30/13 b. Draft Products for review-preliminary BRT findings for North or South County 7/1/12 3/30/13 c. Final Study report with cost estimates and funding plan 3/1/13 6/30/13 PCT 2115 BUDGET FUNDING Staff $6,940 STA/LTF, Interest & Other $7,756 Services & Supplies 0 FTA Section ,966 Professional 52,069 Indirect 3,713 Total $62,722 TOTAL $62,722 PCT 2417 Update 2006 Ride On Short Range Transit Plan (proposed 5304 small urban grant-subject to Caltrans award) 1. Issue Request for Proposals for professional services contract and Award contract. (Product a) 2. Hold kick off meeting with consultant, SLOCOG and Ride-On Transportation. (Product b) 3. Coordinate with consultant for interviews and focus groups among stakeholders. (Product c) 4. Work with Ride-On Transportation Board and Social Services Transportation Advisory Committee to update the 2006 Goals and Objectives. (Product d) 5. Review interim work products prepared by the consultant. (Product e) 6. Assist the consultant with public participation and outreach activities. (Product f) 7. Participate in the development and evaluation of preferred alternatives. (Product g) 8. Review and comment on draft and final Ride-On Short Range Transit Plan. (Product h) 9. Prepare quarterly progress reports and financial status reports for Caltrans. (Product i) 10. Administer the contract with the Ride-On Short Range Transit Plan Consultant. (Product j) Products Beginning Date Ending Date a. Proposals review; contract award 12/15/12 2/15/13 OWP-42

43 b. Kick off meeting 3/1/13 3/11/13 c. Initial Outreach 4/1/13 5/1/13 d. Goals and Objectives 5/1/13 6/15/13 e. Comments on interim products Ongoing f. Follow up Outreach 8/1/13 9/30/13 g. Preferred Alternatives 9/15/13 10/31/13 h. Draft and Final Short Range Plan Reports 11/15/13 1/31/14 i. Quarterly Reports On going j. Consultant Contract Administration 2/15/13 2/15/14 PCT 2421 San Luis Obispo Coordinated Transit Center Siting and Feasibility Study 1. Coordinate and attend team meetings with consultant, SLO Transit and RTA. (Product a) 2. Perform level 1 Environmental Site Analysis at preferred site. (Product b) 3. Negotiate with impacted property owners on Option toward property acquisition. (Product c) 4. Pursue discretionary grant funding toward transit center project under FTA 5309 program. (Product d) Products Beginning Date Ending Date a. Team meetings (monthly) 7/1/12 4/30/13 b. Environmental analysis 9/30/12 1/31/13 c. Property Negotiations 7/1/12 3/31/13 d. Grant application Subject to result of negotiations and FTA call for projects calendar PCT 2421 BUDGET FUNDING Staff $12,524 STA/LTF, Interest & Other $69,220 Services & Supplies Professional 50,000 Indirect 6,696 Total $69,220 Total $69,220 PCT Passenger surveys along the new North Coast region (proposed 5304 rural grant, subject to Caltrans award) 1. Finalize Scope, Issue Request-for-Proposals and Award Contract. (Product a) 2. Monitor work progress by the consultant and review interim products in coordination with Regional Transit Authority and City of Morro Bay. (Product b) 3. Draft and Final North Coast Transit Survey Findings report. (Product c) 4. Report quarterly progress and financial status to Caltrans. (Product d) Products Beginning Date Ending Date a. Issue RFP, review proposals, award contract 12/1/12 2/2/13 b. Interim products review with operators 3/31/13 5/15/13 c. Draft and Final North Coast Report 5/1/13 5/31/13 d. Quarterly Reports to Caltrans On going OWP-43

44 WE 3000 Planning for System Efficiency PROGRAM CATEGORY 3 PLANNING FOR SYSTEM EFFICIENCY Management Staff: Peter Rodgers and Steve Devencenzi Goal: Maximize the efficient and effective use of the entire transportation system through; intelligent transportation system concepts; the encouragement and facilitation of all modes of transportation; and the quantitative assessment of the performance, efficiency and effectiveness of the entire transportation system. Objectives: 1. Encourage more effective use of the entire transportation system and promote the reduction in total vehicle miles traveled by encouraging transit, ridesharing and vanpooling. 2. Optimize application of new technology and information to improve the efficiency and effectiveness of the existing transportation system. 3. Provide feedback on the performance of the existing system to identify the need and priority for short and long term financial investments. 4. Facilitate the development of effective transportation plans and programs using the latest data on system performance, transportation network data and socio-economic and land use. Previous Work: 2008 Park & Ride (P&R) Lot Inventory and Study; Finance plan for P&R high priority improvements; Central Coast ITS Architecture and Maintenance Plan, May 2007, 2009 and updated 2010 Transportation System Performance Indicators Report; Countywide Local Road Pavement Maintenance and Rehabilitation Needs Report; Caltrans Highway Performance Monitoring System (HPMS) Report update; Regional Traffic Count; ITS projects funded by RTIP and SAFE. Analysis and integration of 2000 Census and American Community Survey (ACS) data. Census and GIS Component: Complete Count Program, Regional Profile, socio-economic monitoring, organization, analysis and dissemination of 2000 Census data and American Community Survey data. TASKS AND PRODUCTS PCT 3100 Reduce Vehicle Miles Traveled and Enhance Travel Services 1. Enhance traveler services in Transportation Choices Program and facilitate quarterly Steering Committee Meetings by developing Trip Reduction Plans to assist Employers and Committee Meeting materials. (Product a) 2. Work with all (7) Chambers of Commerce(s) and several Downtown Association(s) to encourage and advocate employer trip reduction programs by investigating joint outreach opportunities through meetings, phone and communication. (Product a) 3. Coordinate with the APCD, Caltrans and member agencies to develop plans and projects to reduce Single Occupant Vehicle (SOV) usage, increase Average Vehicle Occupancy (AVO), increase availability of mobility options, expand promotion of transportation choices, improve multimodal access, implement Transportation Control Measures (TCMs) in the Clean Air Plan (CAP), and monitor air quality regulations and performance measures countywide with special targeted areas as defined in the planning process (Amtrak, special transit systems, etc). (Product a) 4. Continue to research incorporating the Best Workplaces model & Certification Program into the region and develop a plan. (Product b) OWP-44

45 5. Continue collaboration with Cal Poly and Cuesta Colleges by attending functions at colleges to plan Transportation Demand Management programs and services (such as bicycle programs or transportation information resources). (Product c). 6. Work with transit operators and jurisdictions at bi-monthly Marketing, Outreach and Ridership Development Group meetings to improve mobility options to create a seamless, interconnected transportation system, expand the use of trip-linking, alternative travel modes, higher occupant vehicle usage, and manage transportation demand and peak hour system use. (Product d) 7. Work with transit operators and jurisdictions at bi-monthly Marketing, Outreach and Ridership Development Group meetings to provide a system of easy-to-use and user friendly transit, shuttle, and Park and Ride lots along major transportation corridors. (Product d) 8. Evaluate opportunities for unified information across transit agencies in relation to transit schedules, rider alerts, websites, fare media, marketing and outreach at bi-monthly Marketing, Outreach and Ridership Development Group meetings. (Product d) 9. Hold meetings with transit operators and jurisdictions to incorporate new data from all available sources into their customer information portfolio and vehicle driver handbook/training, including Caltrans Highway Performance Indicators reports, traffic volume reports and accident reporting system, California Highway Patrol (CHP) accident reporting system and data from 2010 Census and American Community survey. 10. Meet twice yearly with Traffic Solutions and Southern California ACT Chapter to exchange industry best practices and state-wide trip reduction coordination. 11. Develop and participate in TDM Steering Committee to address trip reduction issues through a multi-agency forum including Intelligent Transportation Systems (ITS). 12. Work with Central Coast Clean Cities Coalition (C5) at their quarterly meetings and through the Air Pollution Control District to coordinate transportation system improvements and increase funding for alternative transportation infrastructure. 13. Coordinate with Caltrans, County, Regional Rideshare and local jurisdictions to assess transit express stops, an new or expanded, Park-And-Ride (P&R) Lots and/or increasing the number of spaces in current P&R lots in all planning areas (San Luis Obispo, South County, North Coast, and North County). (Product f) 14. Conduct an update to 2008 P&R Lot Inventory Study and update improvement project costs and estimated completion dates. (Product f) Products Beginning Date Ending Date a. Employer Trip Reduction Plans and committee materials 7/1/12 6/30/13 b. Plan for certification program 1/1/13 6/30/13 c. Bicycle programs and information resources 7/1/12 6/30/13 d. Minutes & Agendas, Ridership Development Mtgs. 7/1/12 6/30/13 e. Plan for Park & Ride Lot expansion and transit express stops 7/1/12 6/30/13 f. Update to P&R Lot Inventory Study 7/1/12 10/30/12 PCT 3200 Intelligent Transportation System (ITS) Development and Deployment 1. Work with Caltrans, local agencies and regional transit agencies to promote consistency, system-integrity, and integration of ITS in the region and encourage implementation of desirable technologies by submitting written comments on proposed projects, plans, studies, and grant applications. Including: transit projects, vehicle detection, traffic signal and system upgrades, advanced pedestrian crosswalks, OWP-45

46 traveler information, and automated counters (Product a) 2. Promote ITS technology and knowledge within the region by including articles in newsletters, website, and as informational items within Board and advisory committee agendas. (Product b) 3. Review, maintain, update, and expand the existing ITS inventory and local architecture consistent with the FHWA ITS Architecture and Standards Final Rule (FHWA ) using Turbo Architecture to document an architecture baseline and to manage updates within the database, and distribute to Central Coast partners. (Product c) 4. Review grant and other funding opportunities, when applicable, to further ITS deployment in the region and inform member jurisdictions of funding opportunities. (Product b 5. Provide input to assist in the development of GIS spatial layers of critical existing and planned ITS elements. 6. Coordinate and prepare a deployment plan to set priorities for implementation (SLO County or multi-county TBD; grant funded). Products Beginning Date Ending Date a. Written comments on draft plans/studies 7/1/12 6/30/13 b. Informational items (for agendas, newsletters, website) 7/1/12 6/30/13 c. Updated ITS architecture/database 7/1/12 12/1/12 d. ITS Implementation Plan (TBD) 7/1/12 6/30/13 PCT 3300 Data Management and Assessment Section 1: Information and Data Management 1. Data management and analysis of 2010 Census and year American Community Survey (ACS) data and Census Transportation Planning Package (CTPP) data. (Section 1, Product a) 2. Ongoing information and data management tasks, production of geographic information system (GIS) spatial data for all modes of transportation, including development of geospatial representation of bicycle network and pedestrian network, both based on countywide street centerline. (Section 1, Product b) 3. Migrate SLOCOG s regional land use, transportation, natural resources, and other geospatial data (shape files) to ArcGIS geodatabase system. (Section 1, Product c) 4. Coordinate with San Luis Obispo County to implement countywide transportation geodatabase for purposes of asset management, transportation modeling, emergency response, and other activities. (Section 1, Product d) 5. Continue enhancing SLOCOG s parcel-based regional land use information system. (Section 1, Product e) 6. Semi-annual maintenance of regional transit network and transit stops database. (Section 1, Product f) 7. Participate in the San Luis Obispo County s quarterly joint GIS Community of Interest (GIS COI) committee to share resources and improve agency capability in GIS. Participate in the GIS COI s monthly committee to share resources and improve agency capability in GIS, as necessary. Section 2: Performance Monitoring 1. Assess adopted 2010 RTP/PSCS transportation performance measures and modify as necessary to address performance metrics in Caltrans Smart Mobility 2010, California OWP-46

47 Transportation Commission (CTC) requirements, and in federal reauthorization legislation, for both planning and programming for all transportation modes. 2. Collect, analyze and integrate the use of transportation system performance measures into all project and program planning and programming functions of the agency. (Section 2, Product a) 3. Provide data to Caltrans for annual update of Highway Performance Management System (HPMS) report. (Section 2, Product b) 4. Develop geospatial data to provide visual aids to better understand system performance data, including the following metrics: a. Level of service by highway segment b. Regional traffic counts c. Average daily traffic on state highways d. Average vehicle occupancy by location e. Accident data on state highways (Section 2, Product d) Products Beginning Date Ending Date Section 1: Information and Data Management a. Census and ACS data files Ongoing 6/30/13 b. GIS spatial data for all modes of transportation Ongoing 6/30/13 c. File geodatabase for regional spatial data Ongoing 6/30/13 d. Implementation of SLO County s transportation geodatabase Ongoing 6/30/13 e. Ongoing maintenance of regional land use information system Ongoing 6/30/13 f. Updated regional transit spatial data Ongoing 6/30/13 g. Ongoing participation in GIS COI meetings Ongoing 6/30/13 Section 2: Performance Monitoring a. Comprehensive regional transportation system performance measures Ongoing 6/30/13 b. Update of transportation system performance metrics Ongoing 6/30/13 c. Data files to Caltrans for HPMS Ongoing 6/30/13 d. Geospatial data for use as visualization tools for performance metrics Ongoing 6/30/13 PCT 3400 Commodity Movement TASKS 1. Integrate findings and recommendation of Commodity Movement Study (completed in 2011) into the regional planning and programming process. (Product a) Products Beginning Date Ending Date a. Compile and integrate findings and recommendations of Commodity Movement into the RTP and Sustainable Communities Strategy 7/1/12 6/30/13 OWP-47

48 WE 3000 (PCT 3100, 3200, 3300 & 3400) BUDGET FUNDING Staff $128,079 RTIP (PPM) $200,454 Services & Supplies 3,891 Professional 0 Indirect 68,484 Total $200,454 Total $200,454 OWP-48

49 Management Staff: Peter Rodgers PROGRAM CATEGORY 3500 SLO REGIONAL RIDESHARE Goals: o Increase mobility for people living, working and visiting San Luis Obispo County. o Create ongoing exposure of SLO Regional Rideshare by effectively managing the programs and maximizing inter-agency coordination to reduce duplication of services, leverage resources, increase marketing and outreach and effectively measure the use of sustainable transportation. o Increase the number of participants in the carpool and vanpool programs, increase transit ridership and increase bicycling as a transportation option used by youth, employers, commuters, visitors and seniors. o Continue to position SLO Regional Rideshare as the one-stop-shop for transportation information by leveraging opportunities for increased public interface, bus pass sales, marketing, website capability and inter-agency coordination. o Maximize opportunities to target under-served populations, such as the elderly, disabled, low-income, and minority (i.e. Black, Hispanic, Asian American, American Indian/Alaskan Native, and Pacific Islander) communities groups and community leaders. Objectives: 1. Establish SLO Regional Rideshare into a one-stop shop for transportation information providing one location where clients can: a. Buy transit passes for all transit systems within the county; b. Get carpool and vanpool information; c. Get information on cycling services, education, safety and events; and d. Get information on Rideshare programs. 2. Promote community wide transportation demand management efforts. 3. Work closely with Chambers of Commerce, Downtown Associations, Air Pollution Control District, Ride-On Transportation, vanpool agencies, transit agencies, bicycle organizations and other related organizations on common projects, including strategic planning, events, promotions and program implementation. 4. Provide effective ongoing staff support functions. 5. Through programs, public outreach and advocacy, reduce the number of single occupant vehicles and vehicle miles traveled, to keep our air clean, roads clear and reduce demand on limited resources. Previous Work: Employer workshops and assistance; executed Job Access Reverse Commute (JARC), New Freedom (NF), and Federal Safe Routes to School (SRTS) Grants. Sponsorship packages for events, e.g. Bike Month and Rideshare Month. Employee Commute Surveys and Trip Reduction Plans for employers and other represented agencies. Cooperative marketing with transit service providers, APCD, Cal Poly, Amtrak and Ride-On Transportation. Developed Evaluation tools: follow-up surveys, focus groups and observational studies. Bi-annual Park & Ride counts. Bike locker program at the P&R lots and increased usage of facilities. Commuter rideshare matchlist development; Employer Transportation Services Programs; Vanpool Service Implementation; Rideshare, transit, telecommuting, and bike usage promotion Multi-year Activities: Administer maintenance, upgrades and promotion of the 511 Telephone and Website Application. Administer annual campaigns: Rideshare Month and Bike Month. Administer, market and expand Rideshare programs and services: Regional Mobility Management, Senior Transportation Options, Safe Routes to School, irideshare Rewards, and Emergency Ride Home. OWP-49

50 TASKS AND PRODUCTS PCT 3510 Public Outreach 1. Engage in public outreach opportunities including farmers markets, expositions and community events. 2. Develop Rideshare Marketing and Public Outreach Plan including cooperative marketing agreements. (Product a) 3. Produce and send Quarterly Rideshare E-Newsletter and provide articles for SLOCOG Newsletters and Annual SLOCOG Report. (Products b and e) 4. Develop and update Rideshare collateral including brochure, table display, posters and flyers. (Product c) 5. Provide collateral materials to colleges, visitor centers, senior centers and youth organizations, e.g. brochures, posters, and displays. (Product c) 6. Continue to write press releases and administer social marketing such as the networking websites and Rideshare website. (Product d) 7. Create partnerships and participate in joint outreach opportunities such as Earth Day and the Mid State Fair. 8. Evaluate marketing and outreach activities via website visits and clicks, calls to the Rideshare Office, subscriptions to the online newsletter, attendance at events, etc. 9. Prepare and present bi-monthly reports to SLOCOG Board and Advisory Committees. (Product f) 10. Effectively manage the programs and maximize inter-agency coordination to reduce duplication of services, leverage resources, increase marketing and outreach and effectively measure the use of sustainable transportation. (Product g) 11. Maintain active participation in the SLO Car Free Program to continue to provide sustainable transportation information to visitors. (Product h) 12. Advertise Rideshare events in community calendars, senior newsletters and at elementary/middle/high schools. 13. Continue to coordinate with Chambers of Commerce, hotels, the airport, and visitor websites through and phone communications to have a link to rideshare.org. 14. Participate in events and promote transportation choices, e.g. Cuesta College, Cal Poly. 15. Design Rideshare website to be more inclusive of seniors, youth and visitors. 16. Promote Single Trip Finder and School Pool functions in ride match system through marketing and public outreach. Products Beginning Date Ending Date a. Marketing Plan and Cooperative Agreements 7/1/12 6/30/13 b. Annual Report & SLOCOG Newsletters 9/1/12 6/30/13 c. Outreach materials (as above) 7/1/12 6/30/13 d. Press releases and website 7/1/12 6/30/13 e. Quarterly Rideshare E-Newsletter 7/1/12 6/30/13 f. Bi-monthly SLOCOG reports Ongoing 6/30/13 g. Cooperative transit marketing plans 8/1/12 6/30/13 h. Rideshare Logo on Car free material 7/1/12 6/30/13 PCT 3510 BUDGET FUNDING Staff $23,022 Local TDA $4,332 Services & Supplies 15,000 Rideshare Sponsorships 6,000 Professional 0 SHA 40,000 Indirect 12,310 Total $50,332 Total $50,332 OWP-50

51 PCT 3520 Commuter Trip Focus 1. Work with transit operators to upload and maintain data in Google Transit. (Product a) 2. Continue administering monthly e-newsletter to Transportation Choices Program participants. (Product b) 3. Create tools for program participants e.g. posters, interactive website, brochures and information boards. (Product c) 4. Market and promote ride match system through public outreach and marketing to attract new users and facilitate carpool matching, online bus trip planning and use of personal trip calendars. (Products c and d) 5. Administer Emergency Ride Home program including management of vendors, processing of reimbursement requests and Quarterly Reports. (Product e) 6. Plan and execute Rideshare Month in October including the development of marketing and collateral materials, facilitation of planning meetings, execution of the online challenge and evaluation. (Product f) 7. Continue to update Rideshare website with commuter related information. 8. Manage ride match system and increase number of participants to 2,500 by providing incentives and education opportunities about the system. 9. Place commuter match information on vehicles parked at Park & Ride Lots (during special event/campaign). 10. Support innovative transportation services to deal with unmet transportation needs; participate with the APCD, the Regional Transit Authority, Ride-On Transportation and other public transit providers in coordinating annual events (Bike Month, Rideshare Week, Earth Day, and other related events, etc.). Products Beginning Date Ending Date a. Improvements in Google transit. Ongoing 6/30/13 b. Monthly e-newsletter 7/1/12 6/30/13 c. Marketing Material 7/1/12 6/30/13 d. Radio, Television and Print Advertisements 7/1/12 6/30/12 e. ERH Quarterly Reports 7/1/12 6/30/13 f. Rideshare Month 7/1/12 12/31/12 PCT 3520 BUDGET FUNDING Staff $20,728 Local TDA $55,012 Services & Supplies 36,200 SHA 13,000 Professional 0 Indirect 11,083 Total $68,012 Total $68,012 PCT 3521 Incentive Program 1. Increase employers participation in irideshare Rewards incentive program through client referrals and public outreach. (Product a) 2. Conduct a yearly participant survey regarding the incentive program and use the results to improve/modify the service. (Product b) 3. Evaluate expansion of redemption options including new vendors and non-profits. 4. Track program expenses and revenues and set benchmarks for future programming. 5. Administer the program via participant invoices, redemptions and online updates. (Product c) OWP-51

52 6. Prepare Quarterly Reports. (Product d) Products Beginning Date Ending Date a. Public Outreach 7/1/12 6/30/13 b. Participant Surveys 10/1/12 12/30/12 c. Invoices, redemptions, online updates 7/1/12 6/30/13 d. Quarterly Reports 7/1/12 6/30/13 PCT 3521 BUDGET FUNDING Staff $16,392 Local TDA $20,157 Services & Supplies 50,000 Rideshare Lucky Bucks 55,000 Professional 0 Indirect 8,765 Total $75,157 Total $75,157 PCT 3522 Online Bus Pass Purchases 1. Maintain online Regional Bus Pass Outlet to include sales of all regional monthly bus passes. 2. Administer pass sales and develop Quarterly Sales Reports for transit operators and yearly Cost Break Even Analysis Report. (Product a) 3. Create opportunities for marketing online passes. Products Beginning Date Ending Date a. Quarterly and yearly report 11/1/12 6/30/13 PCT 3522 BUDGET FUNDING Staff $1,972 Local TDA $3,026 Services & Supplies 0 Professional 0 Indirect 1,054 Total $3,026 Total $3,026 PCT 3535 JARC Mobility Management 1. Conduct quarterly meetings of the Strategic Oversight Committee to monitor progress, promote coordination activities and identify new patterns. (Product a) 2. Conduct bi-monthly Marketing, Outreach, and Ridership Development Group meetings comprised of representatives from each fixed-route transit agency. Lead discussion and initiate joint efforts among transit agencies for seamless service delivery and consistent information to the riding public. (Product a) 3. Program coordination activities such as information and orientation workshops and e- newsletters to partner agencies and mobility mangers. (Product b) 4. Establish Agency Level Mobility Managers at Social Services Agencies and implement mobility training within social services sector with ride match tool, Google Transit and the new 511 infrastructure. (Product b) 5. Conduct survey of mobility management needs among partners. (Product c) 6. Promote agency-level mobility managers concept at coordination workshops with e-newsletters and networking via the Strategic Oversight Committee membership. (Product d) OWP-52

53 7. Provide technical support to human services transportation programs for the collection of operating data and transportation performance measures consistent with public transit practices to achieve greater consistency and accountability. (Product d) 8. Prepare and update consumer-oriented training material for riders and non-riders within the target groups (persons of low income, seniors, persons with disabilities and Spanish speakers). (Product b) 9. Promote the expanded role of Regional Rideshare via website, 511, presentations, Board meetings, career centers, marketing, public outreach, partner agencies channels and special events. (Product d) 10. Track program progress through the number of involved participants, mobility activities, and public outreach mechanisms. 11. Administer and improve outreach tools such as quarterly e-newsletter, radio, website for the traditionally under represented or underserved population groups, such as seniors, persons with disabilities, individuals of low income and minorities, including community organizations and community leaders. (Product d) 12. Planning work associated with the Senior Transportation Options Program with quarterly visits to Senior Centers and printed material distribution. (Product e) 13. Administer Senior Transportation Options Program including updates of Let s Go brochures and quarterly Senior Transportation Options newsletter. (Product e) 14. Provide regional marketing and public outreach support for regional youth-based transit programs and incentives. (Product f) Products Beginning Date Ending Date a Strategic Oversight Committee and Marketing, Outreach & Ridership Group roster, Agenda, and minutes 7/1/12 6/30/13 b. Training manual, ride match system, enhanced Google tools 7/1/12 6/30/13 c. Mobility Management Survey 7/1/12 6/30/13 d. Marketing and Communication material including e-newsletters, promotion and Spanish translation tools 7/1/12 6/30/13 e. Quarterly Senior Newsletter & Let s Go Brochures 7/1/12 6/30/13 f. Youth oriented transit marketing & outreach 7/1/12 10/30/12 PCT 3535 BUDGET FUNDING Staff $42,288 Local TDA $20,079 Services & Supplies 35,380 Section 5316 JARC/Mobility Management 80,200 Professional 0 Indirect 22,611 Total $100,279 Total $100,279 PCT 3540 Bicycle Program Advocacy and Promotion 1. Coordinate Bike Month events for adults and youth (30 events). (Product a) 2. Promote and expand the Online Commuter Bike Challenge through marketing, public outreach and user feedback. (Product b) 3. Provide activities and information for cyclists and potential cyclists to adopt a cycling lifestyle through the rideshare website, outreach events, social media and partner agencies. (Product c) OWP-53

54 4. Administer bike locker program and examine how to increase use of bike locker rentals throughout the county. (Product d) 5. Revise and reprint County bike maps. (Product e) 6. Administer Workplace Bike Sharing Program including the donation of bikes, agreements with employers, bicycle maintenance and bike education sessions. (Product f) 7. Collaborate with other bicycle groups to identify impediments to bicycle commuting, including bike/transit trips. 8. Coordinate with other agencies bicycle promotions including SLO County Bicycle Coalition, HEAL SLO, SLO Bike Club and Safe Routes to School Programs. 9. Research and provide information to employers on the Bicycle Commuter Tax. Products Beginning Date Ending Date a Bike Month promotional materials 2/1/13 4/30/13 b. Bike Month Commuter Challenge 5/1/13 5/31/13 c. Bicycle related safety promotions 7/1/12 6/30/13 d. Re-key bicycle lockers to day use as needed 7/1/12 6/30/13 e. Revise, reprint County bike maps 7/1/12 12/31/12 f. Workplace Bike Sharing Program 7/1/12 6/30/13 PCT 3540 BUDGET FUNDING Staff $28,710 Local TDA $11,944 Services & Supplies 18,500 STA/LTF, Interest & Other 9,617 Professional 0 Rideshare Cooperative Agreements 5,000 Indirect 15,351 Rideshare Sponsorships 1,000 SHA 35,000 Total $62,561 Total $62,561 PCT 3566 Safe Routes to School 1. Develop Three Level Mini-Grant Program for K 12 grade schools.(product a) 2. Provide Safe Routes to School Workshops, newsletters, and s for educators, parents, and community members. (Product b) 3. Create coalition of agencies and organizations that utilize the SRTS program to educate k 12 students on healthier living practices. (Product c) 4. Conduct Bike Smart assemblies at K-12 schools with the SLO County Bicycle Coalition. 5. Recruit and sustain School Champions to implement Safe Routes to School activities. 6. Create Walk and Bike-ability Maps for participating schools. (Product d) 7. Establish ongoing Safe Routes to School Program at seven K 12 schools. 8. Incorporate online information for Safe Routes to School program via the Rideshare website. (Product e) Products Beginning Date Ending Date a. Grant Criteria/Promotions 10/1/12 6/30/13 b. Outreach Materials 7/1/12 6/30/13 c. Meeting Agendas & Minutes 7/1/12 6/30/13 d. Walk and Bike-ability Maps 7/1/12 6/30/13 e. Updated website 10/1/12 6/30/13 OWP-54

55 PCT 3566 BUDGET FUNDING Staff $30,802 Local TDA $7,172 Services & Supplies 14,900 STIP TE 55,000 Professional 0 Indirect 16,470 Total $62,172 Total $62,172 PCT 3570 Administration 1. Train and develop Rideshare staff to learn Transportation Demand Management best practices and increase professional development opportunities. 2. Conduct staff evaluations and provide SLOCOG staff support. (Product a) 3. Continue to procure funding through grant opportunities, write contracts and RFPs. 4. Provide Rideshare support through invoices and administrative duties. Products Beginning Date Ending Date a. Staff Evaluations 7/1/12 6/30/13 PCT 3570 BUDGET FUNDING Staff $19,651 Local TDA $19,998 Services & Supplies 1,840 SHA 12,000 Professional 0 Indirect 10,507 Total $31,998 Total $31,998 OWP-55

56 Management Staff: Steve Devencenzi PROGRAM CATEGORY 4 REGIONAL TRANSPORTATION PLANNING Goal: Ongoing comprehensive, coordinated, cooperative and continuous planning process resulting in a comprehensive, intermodal transportation system that limits future congestion, enhances mobility, safety, and quality of life while maximizing economic vitality and participation and input by the general public, member jurisdictions, Caltrans and affected parties in transportation decisionmaking process. Objectives: 1. To conduct a continuous, cooperative, coordinated, and comprehensive planning process with the general public, member agencies, Caltrans, and affected parties. 2. To meet the requirements of the Public Participation Plan. 3. To monitor and track progress toward RTP goals, policies and actions identified in the 2010 RTP/PSCS. 4. To accomplish a comprehensive update of the RTP based on the agency s five-year planning cycle. Previous and Ongoing Work: Previous: Adopted 2010 Regional Transportation Plan/Preliminary Sustainable Communities Strategy (2010 RTP/PSCS, December 2010). Developed regional greenhouse gas reduction target recommendations to CARB (September 2010). Updated Regional Travel Demand Model: Base Year 2008 and Future Year 2035 (June 2010). Developed Preliminary Sustainable Communities Strategy (PSCS, January 2010). Developed regional land use model (August 2009). Coordinated with APCD staff to complete emissions modeling (August 2009). Reviewed revenue assumptions with finance steering committee. Developed Community 2050 regional blueprint plan (December 2008). Completed SAFETEA-LU Gap Analysis (June 2007). Current: Inter-agency coordination to respond to SB 375, to develop policy direction. TASKS AND PRODUCTS PCT 4100 Regional Transportation Plan and Sustainable Communities Strategy 1. Monitor and track progress toward RTP goals, policies and actions. a. Periodically monitor and measure the implementation of plan goals, policies and actions identified in the 2010 RTP/PSCS. b. Develop new and/or expand existing projects for consistency with the RTP. c. Review, apply performance measures and comment on specific plans, projects and services as they arise for RTP consistency. (Product a) 2. Develop RTP Progress Report (State of the Region). (Product b) 3. Develop a new reporting tool to assess progress, assumptions, performance, and accomplishments in comparison with the adopted RTP. (Product c) RTP/SCS Update a. Gather and prepare Census 2010 data for incorporation into RTP. b. Review RTP chapters for consistency with SCS chapter and reflect current conditions including: new projects, changes in services, legal requirements, financial resources. c. Update performance measures with best available data and technical capabilities. d. Develop performance measures report to monitor progress in transportation investments. e. Develop additional performance measures consistency with RTP guidelines and new or emerging requirements. OWP-56

57 (Product d) 5. Prepare technical documentation of regional land use model for use in development of Sustainable Communities Strategy. (Product e) Products Beginning Date Ending Date a. Monitoring implementation of RTP 7/1/12 6/30/13 b. RTP Progress Report 11/1/12 2/1/13 c. New reporting tool to assess progress of RTP 7/1/12 6/30/13 d RTP/SCS Update tasks 7/1/12 6/30/13 e. Technical documentation of land use model 7/1/12 6/30/13 PCT 4200 Intergovernmental Review, Coordination and Support within context of Adopted RTP/PSCS 1. Local and regional governmental coordination and facilitation. 2. Review and comment on current projects, studies and plans underway in the region to address consistency with the following: regional blueprint and the 2010 RTP-PSCS, Complete Streets concepts, smart growth and sustainable development principles, and supports integration of land use and transportation planning proceses. These documents include the following: a. General Plan updates and environmental documents b. Local studies c. Local development projects and specific plans d. APCD Clean Air Plan e. Member jurisdiction s climate action plans (Product a) 3. Assess and modify procedures, rules and programming to address new state and federal rules, regulations, policies, and programs for consistency with pending federal surface transportation reauthorization and accompanying applicable state policies, procedures and funding. (Product b) 4. Develop vehicle trip reduction strategies in partnership with APCD and Caltrans in coordination with SLO Regional Rideshare. Products Beginning Date Ending Date a. Comment on projects, studies, or plans 7/1/12 6/30/13 b. Assess and modify procedures, rules and programming 7/1/12 6/30/13 c. Vehicle trip reduction strategies 7/1/12 6/30/13 WORK ELEMENT 4000 (PCT 4100 & 4200) BUDGET FUNDING Staff $135,589 FHWA PL $208,089 Services & Supplies 0 Professional 0 Indirect 72,500 Total $208,089 Total $208,089 Toll Credits applied to FHWA PL $26,960. OWP-57

58 PROGRAM CATEGORY 5 PLANNING FOR HIGHWAYS, CORRIDORS, AND ROUTES OF REGIONAL SIGNIFICANCE WE 5000 Planning for Highways, Corridors, and Routes of Regional Significance Management Staff: Richard Murphy Goal: Develop and implement an ongoing, comprehensive and integrated strategy for the maintenance, improvement, management and sustainability of major transportation corridors, state highways, routes of regional significance, and major local streets and roads; reducing traffic congestion, providing a seamless interface and connectivity for all transportation modes; and assuring safe, efficient, convenient and reliable movement of people and commodities, while addressing community values and environmental sensitivity. Objectives: 1. Identify existing and projected roadway maintenance, safety, capacity needs, and system deficiencies; assess operational and capacity-increasing improvement options, adequately scope projects, and prioritize and seek funding for improvements. 2. Formulate a balanced comprehensive transportation system improvement strategy consistent with the adopted US 101 Major Investment Studies and the adopted Regional Transportation Plan. 3. Maintain, update and use the regional traffic model; and analyze proposed land use changes/future land-use scenarios or transportation system modifications to identify existing and projected deficiencies. 4. Assess and refine adopted comprehensive strategy along US Conduct early and continuous, cooperative, coordinated and comprehensive planning with the general public, member agencies, Caltrans, resource agencies and affected parties including interest groups that are traditionally underrepresented, such as under-represented and underserved populations, such as the elderly, disabled, low-income, and minority (i.e. Black, Hispanic, Asian American, American Indian/Alaskan Native, and Pacific Islander) communities/groups and community leaders, member agencies, Caltrans, resource agencies, and affected parties. Previous Work: Plans and Studies: 2005 Regional Transportation Plan, District System Management Plan (2005); US 101 Major Investment Study (1997), Route 41/46 Safety Corridor Study (1997), Route 46 East Corridor Study (2007); US 101 North County Corridor Study, Freeway Express Bus Stop Study (1998), Route 166 Safety Corridor Study (2002), Route 101 Safety Corridor Study (2002), Route 227 Corridor Study (2003), and numerous Caltrans System Studies, Route 46 West Improvement Study (2002), Route 1 Major Investment Study in San Luis Obispo, US 101 South County Corridor Study and numerous local studies. Reviewed Caltrans, plans and studies (CA Transportation Plan; Transportation Concept Reports {1, 227, 58, 46, and 101}, et. al.), and the Strategic Improvement Plan South County US 101 and CMIA Proposals (2007), 2010 RTP-PSCS, US 101 South County Corridor Study and Corridor System Management Plan (2012). Project Scoping Studies: Comments on Caltrans three year strategic plan for Project Initiation Documents; participation in PSRs for Major Projects include but are not limited to: Rte. 227, Rte. 101 San Luis Obispo to South County, Brisco Road, El Campo Road, Santa Rosa, Traffic Way, 41/101, Vineyard, Willow Road, Route 46; and numerous projects on routes of regional significance. Regional Traffic Model (See WE (PCT 5400):): A major update occurred in 2011/12 resulting in: a new SLOCOG traffic model with a 2010 calibrated base year, expanded TAZ network, improved LU inputs, interactions, and utilities. OWP-58

59 Multi-year Activities: Interchange studies, Route 1/101 interchange in San Luis Obispo, Los Osos Valley Road, 101/Main Street, 101/Brisco and Grand, and US 101 Route Concept Report, Traffic Model Maintenance, update, operation, and micro-simulation work with transportation consultant on an as needed basis to carry out model maintenance, update, operation and micro-simulation activities. TASKS AND PRODUCTS PCT 5100 Surface Transportation Planning and Coordination 1. Identify candidate projects for programming in the Regional Transportation Improvement Program from Major Investment Studies, 2010 RTP, Route Corridor Plans, Concept Plans, Freeway Express Stop Study, 2009 Route 46 Comprehensive Corridor Study and route improvement plans (US 101, and Routes 227, 46, 1, 41 and 166 and other planning studies). (Product a) 2. Provide input to jurisdictions on potential projects and review consistency with RTP policies, recommend changes if inconsistent, require changes/collaborate on changes if projects are to be funded with regional funds, consistent with projects listed in Information Elements. (Product b) 3. Provide technical input on region-wide system planning efforts including: Safety Corridors, Project Development Team Meetings, Long Range Transportation Plan, system management plans, local circulation plans, and development proposals as referenced in the attached Information Elements and evaluate for consistency with the 2010 RTP. (Product b) 4. Facilitate systems planning by participating and providing technical input: a. Caltrans Transportation Concept Report for US 101. (Product b) 5. Serve as an information clearinghouse and technical assistance provider for local agencies in implementation of state requirements for Complete Streets policies: a. Help member agencies develop policies, programs and projects, that are accessible to all users (auto, transit, bicycle, pedestrian and special needs). b. Review state and federal guidelines and activities that relate to implementation of Complete Streets and the provision of funding and future inclusion in local planning efforts. 6. Work with Caltrans and local agencies to identify surface transportation system deficiencies and improvements: Highway 1 and 101 Corridor Studies (North County, South County and SLO City) and other plans and studies and prioritize high priority Project Initiation Documents. 7. Participate in the US 101 Central Coast Coalition and disseminate information regarding high priority improvements along the US 101 Corridor in SLO County. 8. Develop supporting materials, including project fact sheets, for high priority projects on SR 46 and US 101. (Product c) Products Beginning Date Ending Date a. Technical input on draft plans, studies and projects (see Information Elements) 7/1/12 6/30/13 b. Comments on draft US 101 TCR 7/1/12 6/30/13 c. Project fact sheets for high priority surface 7/1/12 6/30/13 transportation projects OWP-59

60 PCT 5200 Project Scoping and Project Study Report Coordination 1. Coordinate with local jurisdictions in the evaluation of local transportation system performance; identify deficiencies; assess options for improvements and prioritize recommendations for improvements. (Product a) 2. Coordinate with Caltrans and affected jurisdictions in the evaluation of the transportation system performance; identify deficiencies; assess options for improvements and prioritize recommendations for integration into Caltrans three-year PID Strategic Plan. (Product b) Products Beginning Date Ending Date a. Exchange information with local agencies for system improvements 7/1/12 9/1/12 b. Staff report recommending amendment to 3 year strategic plan 9/1/12 12/1/12 PCT 5210 Highway 101 Corridor Mobility Master Plan 1. Coordinate the preparation of Highway 101 Corridor Mobility Master Plan. 2. Issue Request for Proposals for professional services contract and Award contract. (Product) 3. Hold kick off meeting with consultant, SLOCOG and stakeholders. (Product b) 4. Coordinate with consultant (Product c) to: a. Collect and compile data on the corridor and adjacent areas for all modes (performance data and infrastructure) identify gaps, make recommendations for improvements based on criteria established and agreed upon by the stakeholder committee. b. Develop a series of maps (with potential for interactive online component). c. Develop a document that identified policies, projects, and priorities for implementation. 5. Review interim work products prepared by the consultant. (Product d) 6. Assist the consultant with public participation and outreach activities. (Product e) 7. Participate in the development and evaluation of preferred alternatives. (Product f) 8. Review and comment on draft and final Plan. (Product g) 9. Administer the contract with the Consultant. (Product h) Products Beginning Date Ending Date a. RFP and Contract award 7/1/12 9/1/12 b. Kickoff meeting 10/15/12 c. Coordinate with consultant 9/1/12 6/30/13 d. Review interim work products 4/1/13 6/30/13 e. Public participation/outreach 1/1/13 6/30/13 f. Evaluation of preferred alternatives 5/1/13 6/30/13 g. Review and comment on draft plan 6/15/13 6/30/13 h. Administer contract 8/30/12 6/30/13 PCT 5210 BUDGET FUNDING Staff $56,990 RTIP PPM (Carryover) $100,000 Services & Supplies 0 SHA 137,463 Professional 150,000 Indirect 30,473 Total $237,463 Total $237,463 OWP-60

61 WE 5300 See Scenic Highway Program following PCT 5400 (to isolate special grant funding) PCT 5400 Regional Traffic Model Use Maintenance and Development: 1. Regional Traffic Model Operation, Update, Maintenance, Enhancement, and Micro-Simulation: (Product a) Review new or updated geographic information system and forecast information for integration purposes. Coordinate with member agencies and project development team activities for major corridor and intersection assessments as time permits and board approved. Calculate 2010 base year and future traffic conditions for various purposes or documents. Recalibrate and validate 2010 Base Year using best available data, including: California Household Travel Survey results, California Statewide Travel Model inputs and input from neighboring MPOs, newly acquired Census data, and forecast year data from new California Statewide Travel Model and California Interregional Blueprint. Configure output utility to work with EMFAC Continue to improve reporting and output utilities. Update long-term travel forecasts for base and future years. Update TransCAD software to current version. Continue to develop technical capabilities to address modeling requirements of SB 375 and RTP guidelines. 2. Continue to develop/refine various GIS spatial data and tabular data. Expand data and maps pertaining to: existing and future needs, policies, funding options, generalized costs, measures of performance and cost/benefit analysis. (Product b) 3. Develop Traffic count RFP and contract for counts in July and October 2013 as per biennial collection precedent (postponed from 2012). (Product c) 4. Investigate Air Quality non-attainment status requirements; initiate preliminary data collection and tool development to address nonattainment status. Develop emissions information for partner agencies and agency plans/programs. (Products a and d) 5. Participate in the Central Coast Model User Group meetings 1-2 times per year (called by Caltrans), the California Inter-Agency Modeling forum group, and local model forums. (Product d) 6. Conduct literature review to remain aware of current modeling trends and other model software developments including traffic simulation, advanced models, smart growth, and the ongoing FHWA Transportation Model Improvement Program and web-based seminars/courses. (Product d) 7. Participate in Model Development efforts at State and COG levels. (Product d) Products Beginning Date Ending Date a. Minor traffic model improvements 7/1/12 6/30/13 b. GIS spatial data 7/1/12 6/1/13 c. Traffic Counts RFP 4/1/13 6/30/13 d. Exchange of Information 7/1/12 6/30/13 WORK ELEMENT 5000 (PCT 5100, 5200 & 5400) BUDGET FUNDING Staff $127,047 Local TDA $89,752 Services & Supplies 1,300 SHA 30,000 Professional 25,000 FHWA PL 101,528 Indirect 67,932 Total $221,280 Total $221,280 Toll Credits applied to FHWA PL $13,154. OWP-61

62 WE 5300 Route 1 SLO North Coast Scenic Byway Program Management Staff: Richard Murphy Vision Statement: Protect the corridor s intrinsic qualities and natural resources, while enhancing access, transportation facilities and educating the traveling public. Goals: Protection of intrinsic qualities and resources Improved off-highway non-motorized access Development of the California Coastal Trail Maintain and enhance scenic viewsheds Improved access to public lands, balanced with protection of natural resources Enhanced aesthetics of highway facilities Commitment to public outreach and involvement Objectives: 1. Implement the goals, policies and programs identified in the Route 1 San Luis Obispo North Coast Scenic Byway Corridor Management Plan 2. Update the Byway Corridor Management Plan 3. Pursue funding for Byway projects and programs identified in the Byway Corridor Plan Previous Work: SLO North Coast Scenic Byway designation and Corridor Plan (03, 06), Cayucos Scenic Viewshed Acquisition (06), Piedras Blancas Scenic Viewshed Acquisition (07), Bilingual Radio Interpretation Study (09), North San Luis Obispo County Coastal Trail Plan (12), Byway Planning and Coordination (09,10,11,12). PCT 5311 SLO North Coast Scenic Byway Corridor Plan Review and Update (Carryover) 1. Prepare update of the 2007 Route 1 SLO North Coast Scenic Byway Corridor Plan: a. Review 2007 Byway Corridor Plan and current state and federal guidelines. (Product a) b. Coordinate and facilitate Byway Advisory Committee meetings. Byway Stakeholder meetings & other public outreach activities. (Products b, c and d) c. Develop North Coast Scenic Byway and plan. (Product e) d. Update website materials. (Product f) Products Beginning Date Ending Date a. Review 2007 Byway Corridor Plan and current state and federal guidelines 7/1/12 6/30/13 b. Coordinate and facilitate Byway Advisory Committee meetings 7/1/12 6/30/13 c. Coordinate and facilitate Byway Stakeholder meetings 7/1/12 6/30/13 d. Coordinate and facilitate other Public Outreach Activities 7/1/12 6/30/13 e. Develop North Coast Scenic Byway and plan (drft and final) 7/1/12 6/30/13 f. Update website materials 7/1/12 6/30/13 OWP-62

63 PCT 5311 BUDGET FUNDING Staff $19,513 SHA $9,946 Services & Supplies 0 Federal Byway 20,000 Professional 0 Indirect 10,434 Total $29,946 Total $29,946 PCT 5320 Highway 1 Gateway Monuments Program (Carryover) 1. Contract services to install gateway signs/monuments at a number of locations in the byway corridor consistent with the adopted Scenic Byway Corridor Plan. (Products a and b) 2. Facilitate the design, environmental clearance, permitting and installation of Gateway improvements. (Products c and d) Products Beginning Date Ending Date a. Installed Gateway Monuments Ongoing 9/30/12 b. Close out documents Ongoing 9/30/12 PCT 5320 BUDGET FUNDING Staff $12,156 SHA $35,526 Services & Supplies 0 Federal Byway 141,644 Professional 7,014 Special/Capital Projects 151,500 Indirect 6,500 Total $177,170 Total $177,170 PCT 5330 Highway 1 Scenic Byway Interpretive Signage Program (Carryover) 1. Contract service to install byway/interpretive signage at a number of locations in the byway corridor. (Products a and b) 2. Facilitate the permitting, design, environmental clearance and permitting and installation of Signage. (Products c, d and e) Products Beginning Date Ending Date b. Construction Bid Package and Selection Ongoing 7/31/12 c. Installed Gateway Monuments Ongoing 9/30/12 d. Close out documents Ongoing 9/30/12 e. Completed Interpretive Signage Plan Ongoing 9/30/12 OWP-63

64 PCT 5330 BUDGET FUNDING Staff $7,700 SHA $25,387 Services & Supplies 0 Federal Byway 99,510 Professional 2,075 Special/Capital Programs 120,780 Indirect 4,117 Total $124,897 Total $124,897 PCT 5360 Federal Scenic Byway Grant Chorro Valley Trail Plan (San Luis Obispo to Morro Bay) 1. Contract service to complete a Feasibility Study, Constraints Analysis and Implementation plan for an off-highway trail between the City of San Luis Obispo and the City of Morro Bay adjacent to the Route 1 North Coast Scenic Byway. 2. Facilitate and provide oversight on the planning and coordination associated with the plan. (Products a, b, c, d, e, f and g) Products Beginning Date Ending Date a. Constraints Analysis 7/1/12 10/30/13 b. Feasibility Study 7/1/12 10/30/13 c. Implementation Plan 7/1/12 10/30/13 d. Final Trail Plan 7/1/12 10/30/13 e. Public Workshop agendas and minutes 7/1/12 10/30/13 f. Steering Committee agendas and minutes 7/1/12 6/30/13 g. Contract administration and close out 7/1/12 6/30/13 PCT 5360 BUDGET FUNDING Staff $12,570 SHA $19,292 Services & Supplies 0 Federal Byway 47,000 Professional 47,000 Indirect 6,721 Total $66,292 Total $66,292 OWP-64

65 PROGRAM CATEGORY 6 PLANNING FOR INTEGRATION OF TRANSPORTATION MODES WE 6000 Planning for Integration of Transportation Modes Management Staff: Peter Rodgers and Richard Murphy Goal: Provide a comprehensive and integrated system of safe, reliable, and convenient transportation modes, including bikeways, pedestrian facilities, passenger rail and aviation services, highways and local roads throughout the region. Objectives: 1. Create, maintain and facilitate the development of a comprehensive, safe and interconnected surface transportation system (roadway, bikeway, trail and pedestrian system). 2. Enhance frequency, reliability, effectiveness and average speeds of intercity passenger rail services and freight transportation. 3. Provide intergovernmental coordination to enhance rail station improvements in the cities of San Luis Obispo, Grover Beach, and Paso Robles; and seek to secure approvals to start new Coast Daylight train (Los Angeles/San Francisco), facilitate and plan the expansion of Surfliner services and interregional bus feeder connections. Participate in LOSSAN and the CRCC. 4. Maintain and enhance the regional aviation system serving the region, integrate the system with all other modes of transportation, and ensure access to local airport integrates local, regional, state and federal policies and priorities. Previous Work Bikeways and Pedestrian: 2010 Regional Transportation Plan Bicycle Element, integration of bike and pedestrian facilities into various street, road, and highway projects, and completion of various bikeway, pedestrian, multi-use trails, and boardwalks in all communities, and safe route to school/empowerment program. Coordination with City/County Circulation elements and bikeway plans Rail Planning: Acted as lead agency in the formation, coordination, and staffing of the Coast Rail Coordinating Council; assisted in planning and development of Grover Beach Rail station and Paso Robles Multi-modal Facilit;. SLO Train Layover facility, station and parking enhancements, and facilitated rail improvements and services. Aviation Planning: Developed Aviation Capital Improvement Plans; completed commercial air passenger feasibility study in North County and completed a regional jet feasibility study. TASKS AND PRODUCTS PCT 6100 Non-motorized Transportation (Bicycle & Pedestrian) Planning and Coordination 1. Create, maintain and facilitate the development of a comprehensive, safe and interconnected surface transportation system (roadway, bikeway, trail and pedestrian system): (Product a): a. Review and incorporate new federal and state policies and emerging design concepts on bikeway and pedestrian planning, focusing on their safe integration into the surface transportation system. b. Facilitate implementation of the RTP Regional Bikeway and Pedestrian Plan through review of local plans, proposed projects and proposed capital improvement programs and grants. c. Work with jurisdictions to ensure coordination and provision of bikeways and trails that extend across jurisdictional boundaries within the county and between counties, and insure integration into major roadway and highway maintenance and improvement projects. d. Coordinate with Caltrans, local agencies, and transit agencies to ensure that planning efforts consider the needs of all travelers (such as bicycle and pedestrian links) in the OWP-65

66 development and improvement of major roadways, highways (particularly interchanges and intersections) and transit facilities. 2. Work with Caltrans and Amtrak to promote bicycle accommodations on trains and at stations. 3. Work with state bicycle coordinators and national representatives to develop the US Numbered Bicycle Routes System (as it pertains to our region). (Product b) 4. Review, comment, and improve local jurisdictions plans for bicycle and pedestrian projects to ensure their consistency with the Regional Transportation Plan and Complete Streets policies, provide necessary GIS data available from SLOCOG GIS for assistance. (Product a) 5. Send announcements to local jurisdictions and agencies on the availability of grants such as State and Federal Safe Routes to School, STIP, TEA, EEMP, bicycle and Urban greening grants. (Product c) 6. Coordinate and participate with bicycle and pedestrian advisory groups (i.e. the SLO County Bicycle Advisory Committee, SLO County Bicycle Coalition, and SLO Bike Club) by attending regular SLO County BAC meetings, SLO City BAC meetings, and SLO County Bicycle Coalition meetings to update members on SLOCOG activities, hear concerns and ensure members input into RTP and other Planning activities at SLOCOG. (Product d) 7. Advocate that bike, pedestrian and trail improvements are considered in all major surface transportation projects. (Products a, b and d) Products Beginning Date Ending Date a. Facilitation of bicycle and pedestrian planning 7/1/12 6/30/13 b. USNBRS facilitation in SLO Region 7/1/12 6/30/13 c. Grant awareness/announcements 7/1/12 6/30/13 d. Bicycle Advisory Committee meetings 7/1/12 6/30/13 PCT 6200 Rail Service Coordination 1. Coordinate with state, regional agencies, and railroad companies to facilitate planning and programming of rail improvements to increase the quality, frequency, speed, and cost effectiveness of passenger rail services by identifying opportunities for funding and reviewing the annual business plan. (Product a) 2. Gather information and inform agencies about capital investments in county rail stations, crossings, track signals and siding upgrades and assure safety, security and freight/passenger rail conflicts by acting as a liaison for local jurisdictions with the Railroad (UPRR), Caltrans and Federal Railroad Administration. (Product b) 3. Facilitate 4 to 6 Coast Rail Coordinating Council (CRCC) meetings, including preparation and distribution of agendas and meeting minutes. Continue to facilitate coordinating efforts of the CRCC to start a new San Francisco to Los Angeles train. Two meetings are technical in nature, and two are with policy makers. Additional meetings may added per CRCC Policy Board direction. (Product c) 4. Participate in twenty-four (24) Los Angeles-San-Diego-San Luis Obispo Rail Corridor Agency (LOSSAN) technical (12) and policy meetings (12) to improve Pacific Surfliner Intercity Rail Service. (Product d) 5. Participate in intercity rail corridor weekly fifty two (52) conference calls with Caltrans and Amtrak to facilitate and plan improvements. (Product d) 6. Provide planning support for rail capital project selection for the Coast Daylight train through updated capacity model and initiate project development (PS&E) with STIP funds. (Product e) 7. Adminstrative and contract support services associated with the consultant-prepared EIR/S for the Coast Rail Corridor (see PCT 6210). (Product f) Products Beginning Date Ending Date a. Comment on State Annual Business Plan 7/1/12 6/30/13 OWP-66

67 b. Agencies informed about Upgrades 7/1/12 6/30/13 c. CRCC agendas and meeting minutes 7/1/12 6/30/13 d. LOSSAN Reports and Fact Sheets 7/1/12 6/30/13 e. Updated Rail Capacity Model 7/1/12 6/30/13 f. Contract management of EIR/S 7/1/12 6/30/13 PCT 6210 Coast Daylight Service Investment Plan Environmental Impact Statement (EIS) and Record of Decision (ROD) 1. Identify Corridor Area. 2. Develop Notice of Intent (NOI). (Product a) 3. Develop Agency Stakeholder Plan. (Product b) 4. Hold Scoping Meetings with Stakeholders and others. 5. Finalize Purpose and Need. (Product c) 6. Prepare Scoping Report. (Product d) 7. Prepare draft EIR/S and Alternatives. 8. Propose methodology for impact analysis to Federal Railroad Administration (FRA). (Product e) 9. Identify strategies to minimize or mitigate identified impacts. 10. Prepare annotated outline of proposed EIS for FRA review and approval. (Product f) 11. Prepare administrative draft of EIS for FRA review and approval and incorporate changes. (Product g) 12. Prepare and submit Draft EIS Notice of Availability and distribute to agencies and stakeholders. (Product h) 13. Respond to comments and prepare Final EIS. (Product i) 14. Prepare and submit to FRA Administrative Final EIS and incorporate FRA changes. 15. Respond to all comments and prepare and distribute Final EIS. (Product j) 16. Identify, in close coordination with FRA, any Tier 2 project level NEPA documents required. 17. Include commitment in Draft Record of Decision (ROD). (Product k) Products Beginning Date Ending Date a. Notice of NOI 7/1/12 8/30/12 b. Stakeholder Involvement Plan 7/1/12 9/30/12 c. Final Purpose & Need 7/1/12 9/30/12 d. Scoping Report 7/1/12 10/30/12 e. Impact Analysis Methodology (FRA review & accept) 11/1/12 2/1/13 f. Annotated EIS Outline (FRA review & accept) 12/1/12 4/30/13 g. Administrative Draft EIS (FRA review & accept) 1/1/13 4/30/13 h. Draft EIS & Draft NOA (FRA review & accept) 2/1/13 5/30/13 i. Administrative Final EIS (FRA review & accept) 3/1/13 6/30/13 j. Final EIS & Draft NOA (FRA review & accept) 4/1/13 6/30/13 k. Draft ROD 5/1/13 6/30/13 PCT 6210 BUDGET FUNDING Staff $20,119 Local TDA $5,877 Services & Supplies State PTA 200,000 Professional $475,000 Federal Rail Administration 300,000 Indirect *8,598 Total $505,877 Total $505,877 *Indirect Costs not allowed for grant reimbursement. OWP-67

68 PCT 6300 Aviation Transportation Planning 1. Address ground access to airports in consultation with affected parties (County of SLO, City of San Luis Obispo, City of Paso Robles); specifically assess ground access implications of the current SLO Airport Master Plan (Highway 101 and 227) and access to Paso Robles Airport and its relationship to Highway 46 improvements. Meet with local jurisdictions to discuss ground access plans and funding opportunities. (Product a) 2. Assess opportunities to enhance transit to the airport with airport administrators, specifically the extension of regional transit services to the commercial service airport. (Product b) 3. Attend SLO Regional Airport Alliance meetings (estimated at 2x per year) to coordinate & integrate air service with surface transportation services. (Product b) Products Beginning Date Ending Date a. Ground Access Improvement Planning List 7/1/12 6/30/13 b. Data exchange on access to air service 7/1/12 6/30/13 PCT 6450 Maritime Transportation Planning 1. Identify and address issues related to access to seaports and harbors in coordination with affected parties (Morro Bay & Port San Luis Harbor District, the County of SLO). 2. Consider transportation to ports and assess opportunities to enhance transit to the harbors. 3 Coordinate with Harbor District on their parking and circulation study, providing comments and recommendations as applicable Products Beginning Date Ending Date a. Data exchange on access to ports 7/1/12 6/30/13 PCT 6000 (PCT 6100, 6200, 6300, 6450) BUDGET FUNDING Staff $97,695 Local TDA $121,055 Services & Supplies 8,400 RTIP PPM 37,277 Professional 0 Indirect 52,237 Total $158,332 Total $158,332 PCT 6110 North County Anza Trail Salinas River Corridor Regional Trail Master Plan Community-Based Transportation Planning Grant (Carryover) 1. Contract service to complete a comprehensive plan for the Salinas River Corridor Anza Trail in the northern portion of the county between Santa Margarita and San Miguel 2. Facilitate and provide oversight on the planning and coordination association with Plan (Products a, b, c, d, e, f and g) Products Beginning Date Ending Date a. Trail Action Plan 4/1/12 6/30/13 b. Existing Conditions Report 4/4/12 6/30/13 c. Design Criteria 5/1/12 6/30/13 d. Opportunities and Constraints Analysis 7/1/12 6/30/13 e. Trail Alignment Definitions (maps) 7/1/12 6/30/13 OWP-68

69 f. Preliminary Master Plan 7/1/12 6/30/13 g.. Public Workshop agendas and minutes 7/1/12 6/30/13 h. Steering Committee agendas and minutes 7/1/12 6/30/13 i. Final Master Trail plan 7/1/12 6/30/13 j. Contract administration and close out 7/1/12 6/30/13 PCT 6110 BUDGET FUNDING Staff $16,079 Local TDA $4,299 Services & Supplies 0 SHA 76,828 Professional 185,000 Community Based Trans Planning Grant 128,550 Indirect 8,598 Total $209,677 Total $209,677 OWP-69

70 PROGRAM CATEGORY 7 PUBLIC PARTICIPATION AND INTERAGENCY COORDINATION WE 7000 Public Participation and Interagency Coordination Management Staff: Ronald L. De Carli Goal: Assure the general public, Caltrans, member agencies, traditionally underrepresented and interested organizations have the maximum opportunity to access information, and secure and receive feedback on agendas, staff reports, census data, agency plans, programs, policies and legislation. Objectives: 1. Achieve access and participation by the general public, traditionally underrepresented populations, and interested organizations in all aspects of the regional planning and decisionmaking process and disseminate information in an accessible format to the public on an ongoing, timely basis in accordance with adopted Public Participation Plan. 2. Review and respond to local, regional and state plans, policies, programs and projects to facilitate implementation of adopted goals, objectives and programs. 3. Support effective decision making at the local and regional level by carrying out a comprehensive process of compiling, analyzing and disseminating the most current census, socio-economic and transportation data for the region. 4. Maintain and adhere to Public Participation Plan in compliance with State and Federal regulations and MPO best practices. 5. Inform elected officials and the public about the value and the benefits of transportation demand management programs through the SLO Regional Rideshare. 6. Participate in inter-county and state intergovernmental coordination and consultation. Previous Work: Public Participation: 2010 Public Participation Plan, annual reports, bi-monthly newsletters, website information, televised meetings, public outreach programs, notifications, and meetings. PCT 7100 Public Participation and Interagency Coordination TASKS AND PRODUCTS Section 1: Public Participation 1. Prepare and publish press releases for projects and programs, as applicable; public hearing notices (all SLOCOG Board meetings) and bi-monthly newsletters (all even months), identifying agency actions, key issues and upcoming events and proposals. Assure special attention is granted in news releases and public notices for minority, low-income, disabled, and other traditionally underrepresented populations, or special needs groups and to extend transportation planning to communities not engaged in discussions by issuing press releases in Spanish and providing sign language when requested for SLOCOG Board meetings. (Products a, c and d) 2. Publicize opportunities for local and state funding/grants via website, bi-monthly newsletters, advisory committees, staff reports and notifications. (Products a and f) 3. Support the provision of public access to Board meetings (Products a and c): a. Assure Board meetings are recorded and televised. b. Post links to Board meetings on SLOCOG website. c. Evaluate the use of social media networks. 4. Prepare Annual Report on the activities and accomplishments of the agency. (Product b) OWP-70

71 a. Begin collection of prior accomplishments data from all staff in June. b. Compile between June and July. c. Present to Board in August, finalize by September, send to local agencies and post on agency website. 5. Maintain active citizens advisory committee to review and provide comments on Board agenda items. 6. Participate in public and university speaking engagements to provide community outreach and education regarding agency activities. (Product e) 7. Update Agency Website, including the following tasks (Product f): a. Consolidate and clean up front and back end. b. New section directly associated with capital project status. c. New tools: Develop interactive revolving poll; Really Simple Syndication (RSS) feed of local newspapers; search engine optimization (SEO). d. New pages and improved utility of website: Develop Census Data Warehouse; Programmed project pages (or better developed pages corresponding to routes and projects); Make GIS spatial layers available online; Make traffic count data available online. 8. Maintain and update website posting: agendas, reports, agency and project information, etc. (Products a and f) a. Update website every first Friday of the month after the Board meeting. b. All new documents are posted on the agency website as they are completed and approved by the Board. c. The following agency activities will create the need for more frequent updates: RFP and RQP or employment opportunities; Newsletters; Agenda and staff reports for SLOCOG Board and transportation advisory committees ; New and on-going project efforts: 1. Regional Transportation Plan Census results. 3. Grant opportunities. 4. Project pages such as Scenic Byway. 9. Raise public awareness and satisfaction of SLOCOG efforts; advocate for increased recognition of SLOCOG-funded projects; improve marketing and branding. 10. Develop Public Engagement Strategy to streamline information processes for projects that involve public information activities. 11. Develop and release an RFP for the development of SLOCOG identity, public engagement, and collateral materials. (Produce g and h) 12. Develop Public Relations and Media Strategy including planned press releases, media relations, recognition events, press kits, fact sheets, and stakeholder development. 13. Update Public Participation Plan. (Product i) Products Beginning Date Ending Date a. Newsletters: Bi-monthly 8/1/12 6/15/13 b. Annual Report 7/1/12 11/1/12 c. Public Hearing Announcements, Bi-Monthly 7/1/12 6/30/13 d. Press Releases 7/1/12 6/30/13 e. Class Presentations 7/1/12 6/30/13 f. Updated agency website 3/1/13 6/30/13 g. RFP for SLOCOG Public Engagement & OWP-71

72 website update 7/1/12 6/30/13 h. Manage public engagement & website update contracts 7/1/12 6/30/13 i. Public Participation Plan 7/1/12 6/30/13 Section 2: Interagency Coordination 1. Participate in the Association of Metropolitan Planning Organizations (AMPO), COG Directors Association of California (CDAC), California Transportation Commission (CTC) Hearings and meetings of the California Association of Councils of Governments (CALCOG). (Product a) 2. Coordinate with Caltrans, the CA Strategic Growth Council, other COGs, COG statewide committees, other statewide associations, addressing issues of state and regional interest including State and Federal legislation, SAFETEA-LU implementation and reauthorization, state and federal transportation finance, Project Development, Project Programming, and Environmental and Project Delivery Streamlining. (Ongoing meetings, Product a) 3. Assess, clarify implications and modify procedures as applicable from the next Federal Surface Transportation Program, disseminate information to member jurisdictions on new State and Federal Rules, regulations, policies, and programs including: implications of budgets, and State and Federal Transportation Funding Program (SAFETEA-LU). (Product b) a. Stay apprised of changes to reauthorization/extension b. Inform member jurisdictions about the discussion c. Inform the SLOCOG Board and receive input on policies Products Beginning Date Ending Date a. Inter-regional meetings Ongoing 6/30/13 b. Federal Surface Transportation Program reauthorization staff reports on local implications and modified procedures Ongoing 6/30/13 PCT 7100 BUDGET FUNDING Staff $152,820 Local TDA $3,434 Services & Supplies 800 FHWA PL 270,308 Professional 64,940 FHWA PL Carryover 26,531 Indirect 81,713 Total $300,273 Total $300,273 Toll Credits applied to FHWA PL $35,021. OWP-72

73 PROGRAM CATEGORY 8 TRANSPORTATION PROGRAMMING, DELIVERY AND FINANCIAL MANAGEMENT WE 8000 Transportation Programming, Delivery, and Financial Management Management Staff: Richard Murphy Goal: Allocate and administer funding efficiently and effectively to assure transportation system preservation and enhancement. Assure projects are programmed and implemented according to approved funding guidelines within a timeframe established by local, regional, state, and/or federal procedures or regulations. Objectives: 1. Prepare and submit Transportation Improvement Programs (TIPs) on schedule and in conformity with state and federal requirements, and any new federal emphasis area guidelines on financial planning, and sustainable communities strategies, et al.. 2. Program state and federal transportation funds equitably and for maximum benefit. 3. Administer the RTIP according to the requirements of Senate Bill (SB) 45, SAFETEA-LU as revised, air quality conformity requirements, and California Transportation Commission (CTC) guidelines. 4. Foster the timely and efficient use of regional, state and federal transportation funds. 5. Obtain discretionary and competitive grant funding for needed projects. 6. Manage in-house project data management systems effectively and efficiently to assure compatibility with state database systems. 7. Assess/pursue supplemental funding opportunities. 8. Leverage other funding sources to match SLOCOG programmed funds. 9. Manage programmed projects to assure cost-effective and timely delivery. 10. Reassess and modify programming priorities and criteria to facilitate implementation of the 2010 Regional Transportation Plan and Preliminary Sustainable Communities Strategy. Previous Work: Preparation and adoption of the 2011 Federal Transportation Improvement Program (FTIP), 2006 Congestion Mobility Improvement Account (CMIA), 2006 augmentation to the State Transportation Improvement Program (STIP); amendments to the 2009 and 2011Federal TIP; Implementation of Federal Stimulus funding (ARRA); Programming, allocation and monitoring of various funding and grant programs. Conducted public opinion poll and extensive public outreach to assess public attitudes towards supplemental funding. TASKS AND PRODUCTS PCT 8100 Federal Transportation Improvement Program (FTIP) 1. Hold public hearing on and adopt 2013 Federal Tranportation Improvement Program (FTIP): a. SLOCOG 2013 FTIP Document. b. Submittal of 2013 FTIP into the 2013 FSTIP. c. Track approvals by Caltrans, FTA and FHWA (approval expected 12/2012). 2. Adopt necessary amendments to the 2013 FTIP through a public hearing process; manage and file FTIP consistent with state electronic filing and reporting processes, most recent cost estimates and state and federal requirements (Products a, b, and c): a. Formal Amendments scheduled for each regular SLOCOG Board meeting. b. Up to 6 Formal Amendments to occur in each fiscal year. c. Administrative modifications to occur as necessary up to 6 times per fiscal year. 3. Assure FTIP is fiscally constrained, satisfies federal and state requirements, and reflects up-todate cost information. (Product d) OWP-73

74 4. Maintain the SLOCOG project management (transportation) database (TransInfo) and integrate/synchronize data with the California Transportation Improvement Program System (CTIPS) database and other state and federal data systems. (Product e) a. Monitor programmed project progress, review schedules and monitor costs; participate in interagency meetings to facilitate project delivery; reprogram funding, if necessary. b. Prepare status of projects report for SLOCOG board review. 5. Prepare annual Obligation Plan for all federal aid projects and post on SLOCOG Website. (Product f) 6. Include in the 2013 FTIP all federal programming resulting from the next authorization of the federal transportation bill, including other regionally significant projects programmed that span all of the SLOCOG s 2010 RTP elements (Element 1 Highway Streets and Roads; Element 2 Public Transportation; Element 3 Non Motorized Transportation; and Element 4 System Efficiency Programs). (Products a-g) Products Beginning Date Ending Date a. Formal Amendment Public Hearing Notices 7/1/12 6/30/13 b. Formal Amendment Public Hearing Staff Reports 7/1/12 6/30/13 c. Formal Amendment Packages 7/1/12 6/30/13 d. Financial constraints analysis 7/1/12 6/30/13 e. Updated web-interface 7/1/12 6/30/13 f. Administrative Modification Packages 7/1/12 6/30/13 g. Annual Obligation Plan 7/1/12 4/1/13 h. Exchange information with funding partners 7/1/12 6/30/13 i. Adopted 2013 FTIP 7/1/12 12/30/12 PCT 8150 Air Quality Conformity Analysis and Findings 1. Investigate Air Quality non-attainment status requirements; initiate preliminary data collection and tool development to address nonattainment status. Develop emissions information for partner agencies and agency plans/programs. (see 5400, task 4). Products Beginning Date Ending Date a. Minor traffic model improvements 7/1/12 6/30/13 b. Emissions results 7/1/12 6/30/13 PCT 8200 State Transportation Improvement Program (STIP, ITIP, RTIP, HP) 1. Ongoing project development, monitoring and implementation of adopted STIP (RTIP and ITIP) and Congestion Mobility Improvement Account (CMIA) projects including those approved in 2008, 2009, 2010, and 2012 to ensure SB 45 timely use of funds requirements are met. a. Participate in project development teams and facilitate conflict resolution. (Product b) b. Monitor project development and implementation with local jurisdictions and Caltrans to assure timely project completion for projects programmed through the Interregional and Regional Transportation Improvement Programs (ITIP and RTIP) and the Federal High Priority Funds program. (Product b) c. Process STIP amendments assuring cost estimates are updated to reflect the latest available information (as noted above under PCT 8100). (Product d) 2. Participate in periodic Regional Transportation Planning Agencies (RTPA) and California Transportation Commission (CTC) meetings. (Product b) 3. Disseminate information to member agencies and key stakeholders on federal, state, and regional funding opportunities. (Product b) OWP-74

75 4. Leverage, where applicable, other state funding sources (e.g. TE, Coastal Conservancy, CA Strategic Growth Council, et al ). (Product b) 5. Coordinate with Caltrans on a quarterly basis on the status of all programmed STIP projects to ensure timely project delivery. (Product c) 6. Manage the STIP program of projects, in partnership with other funding and lead agencies, to ensure all amendments requests, funding allocation requests, and extensions meet the guidelines of the CTC and Caltrans. (Product d) 7. Modify programming policies and criteria based on the assessment and findings of the transportation system performance indicators report as identified as an action policy in the 2010 RTP. (Product e) Products Beginning Date Ending Date a STIP Implementation Ongoing 6/30/13 b. Exchange information with partners 7/1/12 6/30/13 c. STIP Progress reports Ongoing 9/1/12 d. STIP amendment requests/deadline extension Requests As required Annually 6/30/13 e. Modified programming policies 7/1/12 6/30/13 PCT 8300 Surface Transportation Program (STP), State Highway Account (SHA) and Transportation Enhancement (TE) Program Administration 1. Develop programming criteria consistent with new federal legislation and the the 2010 RTP goals and policies. (Product a) 2. Ongoing administration of projects programmed in 2006, 2007, 2008, 2009, 2010 and 2012 (Product b): a. Monitor project development and implementation, administer funds and modify program of projects as needed to update the most recent cost estimates and revenue projections. b. Prepare and present project status reports. c. Develop and update cooperative agreements. d. Monitor revenues and expenditures. e. Process requests for project expense reimbursements. f. Reprogram funds as necessary. 3. Leverage, where applicable, other federal and state funding sources (e.g. Recreational Trails, Safe Routes to School). (Product c) 4. Develop project priorities for programming of the next Federal Transportation Bill funds. (Product d) 5. Review and comment on proposals for next Federal Surface Transportation program; disseminate information to member agencies on new State and Federal rules, regulations, policies and programs including: implication of budgets, and State and Federal transportation funding programs and inform the SLOCOG Board. (Product e) Products Beginning Date Ending Date a. Programming criteria amendments/ modifications 7/1/12 9/1/12 b. Modified cooperative agreements with member agencies Ongoing 6/30/13 c. Alternative grant notifications 7/1/12 6/30/13 d. Develop project priority list 7/1/12 4/30/13 e. Staff reports 9/1/12 5/1/13 OWP-75

76 PCT 8400 Project and Financial Information Systems Development 1. Administer contract with Eco-Interactive to maintain and operate financial management system and continue to refine computerized monitoring system for all SLOCOG transportation projects; prepare status of project summary. (Products a and c) 2. Create online map of historical project database and integrate into online map of planned project database. (Product a) 3. Annually review project implementation and financial management status with transportation partners and update SLOCOG system. 4. Integrate cursory historical data into SLOCOG s project management software (TransInfo). (Product b) 5. Integrate programmed projects and historical projects into map interface in Transinfo. (Product d) Products Beginning Date Ending Date a. TransInfo Historical Project Module 7/1/12 6/30/13 b. Updated project information 7/1/12 6/30/13 c. Report of project implementation and status 9/1/12 12/8/12 d. TransInfo all project map interface 1/1/13 6/30/13 WORK ELEMENT 8000 (PCT 8100, 8150, 8200, 8300 & 8400) BUDGET FUNDING Staff $113,372 Local TDA $43,043 Services & Supplies 4,400 RTIP PPM 62,269 Professional SHA 99,297 Indirect 60,620 Total $204,609 Total $204,609 PCT 8600 Capital Project Administration 1. Manage contract for services for SLOCOG capital projects. (Product a) Products Beginning Date Ending Date a. Manage SLOCOG lead agency capital projects 7/1/12 6/30/13 PCT 8600 BUDGET FUNDING Staff $7,619 Local TDA $11,693 Services & Supplies 0 Professional 0 Indirect 4,074 Total $11,693 Total $11,693 OWP-76

77 PROGRAM CATEGORY 9 SPECIAL TRANSPORTATION STUDIES/SERVICES Management Staff: Peter Rodgers and Steve Devencenzi Goal: a. Administer and manage various studies and services including the countywide system of call boxes, known as the Call Box Program under SLOCOG s authority as the Service Authority for Freeways and Expressways (SAFE). b. Implement and manage Traveler Information System. Objectives: Motorist Aid Call Box Program: 1. Effectively monitor and administer the call box program. 2. Completion of call box site installation update, as needed, to meet Americans with Disabilities Act (ADA) requirements and mandates. 3. Provide an efficient and effective Motorist Aid system. 511 Ridesharing and Traveler Information Telephone System 1. Effectively monitor and administer the 511 program. 2. Identify and integrate system improvements. 3. Provide useful, timely, and accurate information to 511 users. 4. Market and promote 511 services to the general public. 5. Train SLO 211 Hotline/Social Services staff on 511 services. 6. Improve/Integrate traffic information into 511 for key corridors. Previous Work: Motorist Aid Call Box Program: Prepared implementation plan for installing ADA and digital upgrade of call boxes. Purchased and installed call boxes according to implementation plan. Continued to participate in CAL SAFE meetings to monitor current call box issues. Secured contract for private call answering service and completed switchover (January 2011). Completed ADA and digital upgrade Phase I. Prepared RFP for new Cellular Contractor (Awarded June 2011). Submitted plans and specifications to Caltrans to improve callbox site accessibility as per Callbox Guidelines (August 2010). Caltrans permit to perform work was approved (January 2012). 511 Ridesharing and Traveler Information Telephone System: Secured grant to develop phone structure, reviewed protocols, and issued soft-release. TASKS AND PRODUCTS PCT 9100 Motorist Aid Call Box Program (SAFE) 1. Oversee project development, system operations, maintenance contractors, cellular service providers, and administration of the Call Box Program. (Product a) 2. Attend CAL SAFE meetings to monitor legislation and coordinate with statewide call box efforts. 3. Continue to assess spacing provisions in the adopted plan, and, if feasible, expand to rural county arterials. 4. Prepare budgets, receive and track revenue and expenditures, maintain transaction records, monitor service contract. 5. Administer contract for annual fiscal audit. OWP-77

78 6. Update call box facilities to address accessibility issues (begin construction Summer 2012, complete by end of calendar year). (Product b) 7. Identify appropriate ITS-related improvements on the State Highway system for SAFE funding. 8. If new legislation allows it, pursue increased SAFE funding to the region for ITS, data collection, and Ridesharing purposes. Products Beginning Date Ending Date a. Call Box System Ongoing 6/30/13 b. Call Box Capital Improvement Program 7/1/12 12/31/12 PCT 9100 BUDGET FUNDING Staff $27,538 SAFE/Call Box $212,079 Services & Supplies 0 Professional 90,567 Special/Capital Programs 79,250 Indirect 14,724 Total $212,079 Total $212,079 PCT Ridesharing and Traveler Information Telephone System 1. Testing and refining of website & voice recognition, incorporate changes based on customer feedback and staff trainings. (Product a) 2. Produce and update training manual for Spanish operators. (Product b) 3. Training of Spanish operators to offer accurate transportation information. (Product c) 4. Coordinate information with social services agencies and subgroup users. 5. Partner with Caltrans to create dynamic message signs in partnership with 511. (Product d) 6. Execute marketing and outreach plan including the production of marketing materials, region wide outreach, and special outreach for transportation disadvantaged populations. (Product e) 7. Ongoing maintenance and enhancements of 511 telephone and website system to provide updated information. (Product f) 8. Analyze user feedback and comments on the telephone and website system. (Product g) 9. Analyze number of hits and visits within each telephone and website menu tree. (Product g) 10. Track number of transportation calls for Spanish translation. (Product g) 11. Conduct user survey on telephone system. (Product h) Products Beginning Date Ending Date a. Testing and system refinement 7/1/12 6/30/13 b. Transportation training manual 7/1/12 6/30/13 c. Transportation trainings 7/1/12 6/30/13 d. Dynamic Message Signs 7/1/12 6/30/13 e. Marketing and Outreach Plan 7/1/12 6/30/13 f. 511 system enhancements 7/1/12 6/30/13 g. 511 usage reports (monthly/quarterly) 7/1/12 6/30/13 h. 511 user survey 7/1/12 6/30/13 OWP-78

79 PCT 9150 BUDGET FUNDING Staff $21,178 Local TDA $457 Services & Supplies 20,000 FTA Section 5316 JARC 117,454 Professional 104,560 SAFE/Call Box 39,151 Indirect 11,324 Total $157,062 Total $157,062 PCT 9200 Regional Housing Needs (Carryover) Goal: Prepare for the update to the Regional Housing Needs Allocation (RHNA), estimated to be in 2014, to be consistent with the forthcoming Regional Transportation Plan, Sustainable Communities Strategy and requirements of SB 375. Objectives: Prepare information using 2010 Census data and the 2040 Regional Growth Forecast to determine community profiles, housing characteristics and develop consensus with regional partners and the California Department of Housing and Community Development (HCD) regarding population projections and housing demand. Documentation of existing and projected housing needs of all income levels throughout the region. Tasks 1. Utilize Cenus data (including decennial census and 5-year American Community Survey data) to develop community profiles to update socio-demographic trends, housing characteristics, and housing affordability. (Product a) 2. Consultation with California Department of Finance (DOF) regarding population projections for San Luis Obispo County. (Product b) 3. Consultation with HCD regarding estimated regional housing needs allocation for San Luis Obispo County. (Product c) 4. Staff and stakeholder review of preliminary projections. (Product d) Products Beginning Date Ending Date a. Community profiles of housing and demographics 7/1/12 6/30/13 b. Distribution of materials from DOF regarding population projections 7/1/12 6/30/13 c. Distribution of materials from HCD regarding anticipated population projection 7/1/12 6/30/13 d. Build consensus with local agencies regarding projections and targets 7/1/12 6/30/13 PCT 9200 BUDGET FUNDING Staff $10,922 Local TDA $16,762 Services & Supplies 0 Professional 0 Indirect 5,840 Total $16,762 Total $16,762 OWP-79

80 PCT 9650 Strategic Growth Council Sustainable Communities (carryover grant) Goal: Develop program detailing housing and commercial demand and local resource capacities and increase community participation and understanding in support of developing a Sustainable Communities Strategy (SCS). Objectives: 1. Enhance analysis and outreach capabilities to effectively implement SB 375. a. Define and expand appropriate performance indicators. b. Provide information regarding fiscal impacts. c. Effectively engage the public in the process. 2. Develop improved visualization tools to facilitate scenario planning process. 3. Provide a regional analysis and assessment of resource capacities. 4. Support permit streamlining for California Environmental Quality Act (CEQA), as appropriate. 5. Develop information about resource constraints and development potential throughout the region to be used in the update of several documents, including the 2014 Regional Housing Needs Allocation (RNHA) and general plan element updates of member jurisdictions. 6. Identify appropriate areas in the region to accommodate the projected population and economic growth in a way that implements key components of the regional blueprint (Community 2050) and the 2010 Regional Transportation Plan and Preliminary Sustainable Communities Strategy (2010 RTP-PSCS). Enhanced public participation and visualization tools 1. Initiate project team committee. 2. Inventory existing visualization resources in subject corridors. 3. Inventory of features and facilities in subject corridors. 4. Prepare preliminary Sketch-Up graphics. (Product a) 5. Community meetings to identify priorities and preferences. (Product b) 6. Revise graphic images. (Product a) 7. Prepare video and meeting presentations. (Product a) 8. Presentations to planning commissions and city councils. (Product b) 9. Revised based on community input. 10. Circulate materials through various media outlets, websites, etc. Products Beginning Date Ending Date a. Enhanced public participation and visualization tools 7/1/12 5/31/13 b. Presentations to planning commissions and councils 7/1/12 6/30/13 Develop Enhanced Performance Measures 1. Assemble multi-jurisdiction project team. 2. Compile and organize information to prepare analysis including but not limited to: Capital Improvement Plans and use rates. Urban Water Management Plans and use rates. Water Resource Studies. Transportation/Circulation Plans. 3. Compile GIS spatial layers respresentative of surface and underground infrastructure, resource constraints, important habitat corridors, and pending capital improvements. OWP-80

81 4. Coordinate with member jurisdictions: Identify key stakeholders for public notice; conduct a study session working cooperatively with stakeholders involved in the preparation of the inventory of infrastructure and resources. 5. Produce draft report with recommendations for the following infrastructure inventory sectors: Transportation. Water. Energy. Open Space. Social and Cultural. (Product a) 6. Produce final report with appropriate findings, determinations and recommendations. (Product b) Products Beginning Date Ending Date a. Draft report of infrastructure inventory 7/1/12 12/15/12 b. Final report of infrastructure inventory 7/1/12 6/30/13 Assessment of Economic Impacts 1. Intitiate project team committee. 2. Research and inventory existing economic data. 3. Inventory of features and facilities in subject corridors. 4. Survey communities and key business sectors. (Product a) 5. Community meetings to identify key issues. (Product b) 6. Prepare analysis. 7. Presentations to planning commissions and city councils. (Product b) 8. Circulate materials through various media outlets, websites, etc. Products Beginning Date Ending Date a. Economic sectors survey 7/1/12 2/15/13 b. Community meetings 7/1/12 2/28/13 c. Presentations to planning commissions and councils 7/1/12 4/30/13 The following Tasks and Products may carryover into FY 2013/14. Pilot Project Jurisdiction and Project Level Sustainable Communities Planning permit and CEQA streamlining 1. Initiate project team committee with City of Atascadero. 2. Research form-based code component for residential and mixed-use projects with a residential density of 20 units per acre. (Product a) 3. Conduct meetings with neighborhood interest groups to evaluate options. (Product b) 4. Prepare design guidelines and standards to apply to residential and mixed-use developments with a residential density of 20 units per acre in Blueprint Priority Areas (Target Development Areas). (Product c) 5. Prepare fly-through visual simulation of various form-based code examples for multi-family and mixed-use projects in the Blueprint Priority Areas. (Product d) 6. Conduct meetings with neighborhood interest groups to evaluate options. (Product b) 7. Prepare Public Hearing Draft in response to public comment. (Product e) 8. Presentations to planning commissions and city council. (Product f) Products Beginning Date Ending Date a. Form-based code research 1/31/13 b. Neighborhood interest group meetings 1/31/13 OWP-81

82 c. Design guidelines for Blueprint Priority Areas 3/31/13 d. Visual simulation of form-based code for Blueprint Priority Areas 3/31/13 e. Form-base code public hearing draft 5/31/13 f. Presentations to planning commissions and councils 6/30/13 PCT 9650 BUDGET FUNDING Staff $92,335 Local TDA $49,437 Services & Supplies 13,500 SGC Prop 84 Sustainable Communities 140,000 Professional 34,230 Indirect *49,372 Total $189,437 Total $189,437 Total grant $239,000; estimated carryover into FY 2012/13 $140,000. *Indirect Costs not allowed for grant reimbursement. OWP-82

83 PROGRAM CATEGORY 10 AGENCY PROGRAM DEVELOPMENT AND ADMINISTRATION WE 0100 Agency Program Development, Coordination and Administration. This Work Element consist of the following four subtasks: Overall Work Program & Budget - Development and Administration (WE 0100); Fiscal Audits (WE 0150); Legislation (PCX 0300) and Agency Administration ((PCX0400) Management Staff: Ronald L. De Carli PCT 0100 OWP and Budget Development and Maintenance Goal: Effective administration of all SLOCOG activities. Objectives: 1. Administer agency program in accordance with sound management/financial principles and in compliance with grantor regulations and Joint Powers Agreement (JPA) provisions. 2. Submit all required reports within scheduled due dates. 3. Develop, adopt, submit, and adhere to overall work program, budgets, legislative program, and audits. Previous Work: Prepare and distribute Overall Work Program and budgets, funding agreements, quarterly reports, legislative program, funding workshops, agency audits, and Administrative Procedures. TASKS AND PRODUCTS 1. Manage finances consistent with good accounting practices and prepare, review and present bimonthly financial reports to the Board. (Product a) 2. Prepare OWP and budget amendments (2 to 4 times per fiscal year). (Product b) 3. Prepare quarterly progress and financial reports. (Product c) 4. Draft 2013/14 OWP. (Product d) 5. Final 2013/14 OWP. (Product e) Products Beginning Date Ending Date a. Bi-monthly financial reports Bi-monthly 6/30/13 b. OWP budget amendments 7/1/12 4/30/13 c. Progress and financial reports Quarterly d. Draft 2013/14 OWP 12/1/12 2/28/13 e. Final 2013/14 OWP 4/1/13 5/31/13 PCT 0100 BUDGET FUNDING Staff $101,965 Local TDA $138,996 Services & Supplies 0 STA/LTF, Interest & Other 17,489 Professional 0 Indirect 54,521 Total $156,485 Total $156,485 OWP-83

84 PCX 0150 Fiscal Audits Goal: Complete General Purpose Financial Statements (GPFS) as required by law. Objective: 1. Assure completion of GPFS by a qualified contractor. Previous Work: Yearly audits. Tasks 1. Provide information to contractor for completion of the GPFS. 2. Review Draft and GPFS. (Products a and b) 3. Transmit GPFS to the state as required by law. (Product d) Products Beginning Date Ending Date a. Draft GPFS 12/1/12 12/31/12 b. Final GPFS 12/31/12 3/31/13 c. Staff report to the Board 1/1/13 3/31/13 d. Transmit GPFS to the state 1/1/13 3/31/13 PCX 0300 Legislative Assessment Program Goal:. Preparation of year-end legislative report, annual state and federal legislative programs, and monitoring and reporting to SLOCOG Board on state and federal legislation of interest to the San Luis Obispo region. Assure that members of the SLOCOG Board, Board advisory committees, the general public, California Department of Transportation, member agencies and interested organizations are fully informed about the process of developing goals, objectives, and strategies for the agency to use as it responds to applicable state and federal legislative initiatives; provide the Board access information and analyze proposed legislation. Previous Work: Developed and adopted state and federal legislative programs, reviewed proposed legislation of interest to the region. Tasks 1. Develop annual state and federal legislative programs. (Products a and c) 2. Review state and federal legislation of interest to the San Luis Obispo region and provide information to the Board (two to three reports per year). (Product d) 3. Prepare annual year-end legislative status report. (Product e) Products Beginning Date Ending Date a. Draft state and federal legislative programs 8/1/12 12/31/12 b. Attend annual statewide legislative workshop 12/1/12 12/31/12 c. State and federal legislative programs 11/1/12 2/28/13 d. Reports to the Board on draft legislation 7/1/12 6/30/13 e. Year-end legislative report 10/1/12 1/31/2013 OWP-84

85 PCX 0400 Agency Administration and Support Goal: Effective management of the agency. Objective: 1. Provide effective ongoing staff support functions. Previous Work: (ongoing: as noted below under tasks) Tasks 1. Support SLOCOG Board and advisory committees. Prepare and distribute agendas, minutes, and staff reports. Provide committee meeting minutes of meetings to full board and integrate into staff recommendations. (Products a and b) 2. Provide governing board with adequate information for decision-making and program management. Orient all new Board and Committee members. (Products a and b) 3. Personnel management maintain records and process payroll, implement recruitment procedures, performance assessments, staff training; program development and management. 4. Continue progress on designing bike lockers and maintenance of office building 5. General reception of the public and visitors and support staff services. Clerical support and coordination with staff, including mail processing and distribution, writing public hearing notices for publication, maintaining files and records and master calendar, newsletter distribution, scheduling meetings and reminding staff of appointments and deadlines. (Product a) 6. Prepare quarterly progress and annual reports, funding agreements, and monthly financial summaries. (Products b and c) 7. Manage all finances within the adopted budget and OWP, maintain files and records while coordinating with the local agencies and the County, prepare bi-monthly financial report and quarterly reimbursement to Caltrans. (Product b) 8. Maintain and post documents, reports, agendas, and minutes on the SLOCOG website for member agency, Board and public consideration in a timely manner. Products Beginning Date Ending Date a. Agendas, Minutes, and staff reports Ongoing b. Progress Reports Quarterly c. Funding Agreements As needed PCY 0500 Travel All travel will be billed to PCY 0500 and funded with local funding. PCY 0600 (Stipends/Other) All stipends and other 2 CFR 225, Cost Principles for State, Local, and Indian Tribal Governments expenses will be billed to PCY 0600 and funded with local funding. PCY 0700 Legislative Advocacy Goal: Assure SLOCOG Board adopted positions in the legislative program are transmitted to legislators. OWP-85

86 Objective: Address SLOCOG Board-adopted legislative goals, objectives and strategies are addressed as new state and federal legislation is introduced by providing comments to legislators and others as applicable and appropriate Previous Work: Letters advocating passage and/or modifications of bills. Tasks 1. Work in cooperation with other regional agencies to review proposed State and Federal legislation to identify proposals of interest or impact to the San Luis Obispo region and develop responses and prepare letters to members of Congress and others providing input on proposed legislation. (Product a) 2. Contact state and federal legislators and others as appropriate to educate them on the issues and concerns of the agency and to advocate for adopted positions on legislation. (Product b) Products Beginning Date Ending Date a. Responses to proposed legislation 7/1/2012 6/30/2013 b. Contact State and Federal legislators to educate them issues of interest to the San Luis Obispo region 7/1/2012 6/30/2013 PCY 0750 Census Data Center Objective: Serve as the Census Data Center for San Luis Obispo County for the compilation, analysis and dissemination of US Census data, including 2010 and earlier years and American Community Survey (ACS) data Obtain 2010 Census data and ACS data and prepare reports Tasks: 1. Assemble, analyze and disseminate data from the US Census, including 2010 and earlier years, the American Community Survey (ACS) data to local jurisdictions, agencies and the general public. 2. Coordinate with local jurisdictions general plan and housing element updates in use of census data. 3. Coordinate with the State Census Data Center and US Census Bureau representatives regarding upcoming data products and training. 4. Prepare and distribute 2010 census data and census maps to interested parties. 5. Respond to public requests for census data and interpretation of data as appropriate and coordinate data collection and distribution with cities, county, and libraries. 6. Attend annual Census Data Center Affiliate meeting and share information with US Census Bureau, State Department of Finance, and regional agencies about US Census products, surveys, and census research, and plans for future census data releases, new census programs, data and research issues. 7. Incorporate 2010 census data into geographic information system, and develop maps and other visual aids portraying census and demographic data. 8. Apply census and socioeconomic data to land use information system (regional land use model) and network travel model and other SLOCOG projects, as necessary. 9. Continue to update the SLOCOG web page to make census data available from the 2000, 2010 Census, and the American Community Survey. OWP-86

87 Products Beginning Date Ending Date a. Census data sets (including decennial census and ACS data 7/1/12 6/30/13 b. Coordination with local jurisdictions agencies 7/1/12 6/30/13 c. Distribution of 2010 census data and census maps to interested parties 7/1/12 6/30/13 d. Respond to public requests for census data 7/1/12 6/30/13 e. Coordinate with US Census Bureau and State Census Data Center 7/1/12 6/30/13 f. Attend annual Census Data Center Affiliate meeting 7/1/12 6/30/13 g. Maps and visual aids for decennial and ACS census data 7/1/12 6/30/13 h. Utilize decennial and ACS census data in land use and travel model 7/1/12 6/30/13 i. Decennial and ACS census data on website 7/1/12 6/30/13 WORK ELEMENT 0500, 0600, 0700 & 0750 BUDGET FUNDING Staff $18,807 Local TDA $56,429 Services & Supplies 119,391 STA/LTF, Interest & Other 149,198 Professional 34,000 Special/Capital Programs 33,429 Total $205,627 Total $205,627 OWP-87

88 WORK ELEMENT/ PROGRAM CATEGORY TASK DESCRIPTION PRODUCT PCT 1100 PCT 1200 PCT 1300 TDA Fund Allocation and Administration Performance Audits Fiscal and Compliance Audits 2012/2013 WORK ELEMENT PRODUCT SCHEDULE INCEPTION DATE COMPLETION DATE CARRIED OVER FROM FY 11/12 CONSULTANT TDA Allocation Instructions 7/1/2012 6/30/2013 No No Yes State Controller's Reports 9/1/ /31/2012 No No Yes Transit Needs Assessment 9/1/ /31/2012 No No Yes Unmet Needs Hearing Report 7/1/ /5/2011 No No Yes Unmet Transit Needs Determination 7/31/2013 7/31/2012 No No Yes Operating & financial statistics - all operators Quarterly No No Yes RTF Guidelines & Program of Projects 9/1/2012 6/30/2013 No No Yes Amended Exhibit A 7/1/2012 6/30/2013 No No Yes Performance Audits: Atascadero, Morro Bay & Paso Robles 7/1/2012 6/30/2013 No Yes Yes Audit Schedule for fiscal years 2012/13 and 2013/143 7/1/2012 9/1/2012 No No Yes Prior Performance Audits follow-up 4/1/2013 6/30/2013 No No Yes Fiscal audits of each TDA recipient 11/1/2012 3/31/2013 No Yes Yes Submit Annual Report 10/1/ /31/2012 No No Yes Contract for fiscal and compliance audits 7/1/2012 3/31/2013 No Yes Yes 5307 & 5311 Program of Projects 5/31/ /31/2012 Yes No Yes 5310 Program of Projects 7/1/2012 1/31/2013 No No Yes Proposition 1 B Program of Projects 7/1/2012 6/30/2013 No No Yes Roster of participating agencies for next JARC & New Freedom call for projects 7/1/2012 5/30/2013 No No Yes Reassess programming criteria and make recommendations 1/1/2013 4/1/2013 No No Yes Plan Consistency review and findings 12/1/2012 2/28/2013 No No Yes Operators Schedule Changes Coordination Plan and joint marketing projects 8/1/2012 4/30/2013 No No Yes SLOCOG STAFF WE 2100 WE 2110 WE 2115 WE 2417 WE 2421 WE 2422 Transit Planning, Programming, and Assistance Transit Planning Internship Bus Rapid Transit Planning Study Update 2006 Ride On Short Range Transit Plan (Proposed 5304 Grant - subject to award) San Luis Obispo Coordinated Transit Center Siting & Feasibility Study Passenger surveys along the new North Coast Region (Proposed 5304 Grant - subject to award) Transit Efficiencies Committee meetings and Action Plans 7/1/2012 6/30/2013 No No Yes Synopsis of topics and issues covered at transit conferences 9/1/2012 4/30/2013 No No Yes Team coordination and consultant oversight; Written comments on draft transit plans 7/1/2012 6/30/2013 No Yes Yes Communication with FTA on grant requirements 7/1/2012 6/30/2013 No No Yes Updated 5307 MOU's 7/1/2012 2/28/2013 No No Yes Improved fare integration practices by fixed route operators on local timed transfer needs 7/1/2012 6/30/2013 No No Yes Review of planning grant applications 7/1/2012 6/30/2013 No No Yes JARC and New Freedom Cycle 4 progress report 9/1/ /30/2012 No No Yes Transit Passenger Amenities Needs Monitoring 9/1/2012 6/30/2013 No No Yes ITS candidate projects funding options 10/1/2012 6/30/2013 No No Yes BRT special surveys 4/1/ /31/2012 Yes No Yes Biennial Transit VMT Survey 9/15/2012 3/31/2013 No No Yes Bi-Monthly team meetings Ongoing 6/30/2013 Yes Yes Yes Draft Products for review - Preliminary BRT findings for North or South County 7/1/2012 3/30/2013 No Yes Yes Final Study Report with cost estimates and funding plan 3/1/2013 6/30/2013 No Yes Yes Proposals review; contract award 12/15/2012 2/15/2013 No No Yes Kick-off meeting 3/1/2013 3/11/2013 No Yes Yes Initial Outreach 4/1/2013 5/1/2013 No Yes Yes Goals & Objectives 5/1/2013 6/15/2013 No Yes Yes Comments on interim products Ongoing No Yes Yes Follow-up Outreach 8/1/2013 9/30/2013 No Yes Yes Preferred Alternatives 9/15/ /31/2013 No Yes Yes Draft & Final Short Range Plan Reports 11/15/2013 1/31/2014 No Yes Yes Quarterly Reports Ongoing No Yes Yes Consultant Contract Administration 2/15/2013 2/15/2014 No No Yes Team meetings (monthly) 7/1/2012 4/30/2013 No No Yes Environmental analysis 9/30/2012 1/31/2013 No No Yes Property Negotiations 7/1/2012 3/31/2013 No No Yes Grant application Subject to result of negotiations & FTA call for project calendar Issue RFP, review proposals, award contract 12/1/2012 2/2/2013 No No Yes Interim products review with operators 3/31/2013 5/15/2013 No Yes Yes Draft & Final North Coast Report 5/1/2013 5/31/2013 No Yes Yes Quarterly Reports to Caltrans Ongoing 6/30/2013 No Yes Yes OWP-88

89 WORK ELEMENT/ PROGRAM CATEGORY TASK DESCRIPTION PRODUCT PCT 3100 PCT 3200 PCT 3300 PCT 3400 WE 3510 WE 3520 WE 3521 WE 3522 WE 3535 WE 3540 WE 3566 Reduce Vehicle Miles Traveled & Enhance Travel Services Intelligent Transportation System (ITS) Development and Deployment Data Management & Assessment Commodity Movement Public Outreach (Regional Rideshare) Commuter Trip Focus (Regional Rideshare) Incentive Program Online Bus Pass Purchases JARC Mobility Management Bicycle Program Advocacy and Promotion Safe Routes to School 2012/2013 WORK ELEMENT PRODUCT SCHEDULE INCEPTION DATE COMPLETION DATE CARRIED OVER FROM FY 11/12 CONSULTANT Employer Trip Reduction Plans & committee materials 7/1/2012 6/30/2013 No No Yes Plan for Certification program 1/1/2013 6/30/2013 No No Yes Bicycle programs and information resources 7/1/2012 6/30/2013 No No Yes Minutes & Agendas, Ridership Development Meetings 7/1/2012 6/30/2013 No No Yes Plan for Park & Ride Lot expansion and transit express stops 7/1/2012 6/30/2013 No No Yes Update to P&R Lot Inventory Study 7/1/ /30/2012 No No Yes Written comments on Draft Plans/Studies 7/1/2012 6/30/2013 No No Yes Informational items (agendas, newsletters, website) 7/1/2012 6/30/2013 No No Yes Updated ITS architecture/database 7/1/ /1/2012 No No Yes ITS Implementation Plan (TBD) 7/1/2012 6/30/2013 No No Yes Census and ACS data files Ongoing 6/30/2013 Yes No Yes GIS spatial data for all modes of transportation Ongoing 6/30/2013 Yes No Yes File geodatabase for regional spatial data Ongoing 6/30/2013 Yes No Yes Implementation of SLO County's transportation geodatabase Ongoing 6/30/2013 Yes No Yes Ongoing maintenance of regional land use information system Ongoing 6/30/2013 Yes No Yes Update regional transit spatial data Ongoing 6/30/2013 Yes No Yes Ongoing participation in GIS COI meetings Ongoing 6/30/2013 Yes No Yes Comprehensive regional transportation system performance measures Ongoing 6/30/2013 Yes No Yes Update of transportation system performance metrics Ongoing 6/30/2013 Yes No Yes Data files to Caltrans for HPMS Ongoing 6/30/2013 Yes No Yes Geospatial data for use as visualization tools for performance metrics Ongoing 6/30/2013 Yes No Yes Compile & integrate findings & recommendations of Commodity Movement into RTP & Sustainable 7/1/2012 6/30/2013 No No Yes Communities Strategy Marketing Plan & Cooperative Agreements 7/1/2012 6/30/2013 No No Yes Annual Report & SLOCOG Newsletters 9/1/2012 6/30/2013 No No Yes Outreach materials 7/1/2012 6/30/2013 No No Yes Press releases, Rideshare blog & website 7/1/2012 6/30/2013 No No Yes Quarterly Rideshare E-Newsletter 7/1/2012 6/30/2013 No No Yes Bi-monthly SLOCOG reports Ongoing 6/30/2013 No No Yes Cooperative transit marketing plans 8/1/2012 6/30/2013 No No Yes Rideshare Logo on "Car free" material 7/1/2012 6/30/2013 No No Yes Improvements in Google transit Ongoing 6/30/2013 No No Yes Monthly e-newsletter 7/1/2012 6/30/2013 No No Yes Marketing Material 7/1/2012 6/30/2013 No No Yes Radio, Television & print Advertisements 7/1/2012 6/30/2013 No No Yes ERH Quarterly Reports 7/1/2012 6/30/2013 No No Yes Rideshare Month 7/1/ /31/2012 No No Yes Public Outreach 7/1/2012 6/30/2013 No No Yes Participant Surveys 10/1/ /30/2012 No No Yes Invoices, redemptions, online updates 7/1/2012 6/30/2013 No No Yes Quarterly Reports 7/1/2012 6/30/2013 No No Yes Quarterly & yearly report 11/1/2012 6/30/2013 No No Yes Strategic Oversight Committee & Marking, Outreach & Ridership Group roster, agenda & minutes 7/1/2012 6/30/2013 No No Yes Training manual, ride match system, enhanced Google tools 7/1/2012 6/30/2013 No No Yes Mobility Management Survey 7/1/2012 6/30/2013 No No Yes Marketing & Communication material including e- newsletters, promotion & Spanish translation tools 7/1/2012 6/30/2013 No No Yes Quarterly Senior Newsletter & Let's Go Brochures 7/1/2012 6/30/2013 No No Yes Youth-oriented transit marketing & outreach 7/1/ /30/2012 No No Yes Bike Month promotional materials 2/1/2013 4/30/2013 No No Yes Bike Month Commuter Challenge 5/1/2013 5/31/2003 No No Yes Bicycle related safety promotions 7/1/2012 6/30/2013 No No Yes Re-key bicycle lockers to day use as needed 7/1/2012 6/30/2013 No No Yes Revise, reprint County Bike Maps 7/1/ /31/2012 No No Yes Workplace Bike Sharing Program 7/1/2012 6/30/2013 No No Yes Grant Criteria/Promotions 10/1/2012 6/30/2013 No No Yes Outreach materials 7/1/2012 6/30/2013 No No Yes Meeting Agenda & Minutes 7/1/2012 6/30/2013 No No Yes Walk & Bike-ability maps 7/1/2012 6/30/2013 No No Yes Updated website 10/1/2012 6/30/2013 No No Yes SLOCOG STAFF OWP-89

90 WORK ELEMENT/ PROGRAM CATEGORY TASK DESCRIPTION PRODUCT Administration WE 3570 (Regional Rideshare) PCT 4100 PCT 4200 PCT 5100 PCT 5200 WE 5210 PCT 5400 WE 5311 WE 5320 WE 5330 WE 5360 PCT 6100 PCT 6200 INCEPTION DATE COMPLETION DATE CARRIED OVER FROM FY 11/12 CONSULTANT Staff Evaluations 7/1/2012 6/30/2013 No No Yes Monitoring implementation of RTP 7/1/2012 6/30/2013 No No Yes RTP Progress Report 11/1/2012 2/1/2013 No No Yes Regional New reporting tool to assess progress of RTP 7/1/2012 6/30/2013 No No Yes Transportation Plan 2014 RTP/SCS Update tasks 7/1/2012 6/30/2013 No No Yes Technical documentation of land use model 7/1/2012 6/30/2013 No No Yes Intergovernmental Review, Comment on projects, studies or plans 7/1/2012 6/30/2013 No No Yes Coordination & Support within Assess & modify procedures, rules & programming 7/1/2012 6/30/2013 No No Yes context of Adopted Vehicle trip reduction strategies RTP/PSCS 7/1/2012 6/30/2013 No No Yes Surface Technical input on draft plans, studies and projects 7/1/2012 6/30/2013 No No Yes Transportation Planning and Comments on draft US 101 TCR 7/1/2012 6/30/2013 No No Yes Coordination Project fact sheets for high priority highway projects 7/1/2012 6/30/2013 No No Yes Exchange information with local agencies for system Project Scoping 7/1/2012 9/1/2012 No No Yes improvements and Project Study Staff report recommending amendment to 3 year strategic Report Coordination 9/1/ /1/2012 No No Yes plan RFP & Contract award 7/1/2012 9/1/2012 Yes No Yes Kickoff meeting 10/15/ /19/2012 No Yes Yes Coordinate with consultant 9/1/2012 6/30/2013 No Yes Yes Highway 101 Review interim work products 4/1/2013 6/30/2013 No Yes Yes Corridor Mobility Public participation/outreach 1/1/2013 6/30/2013 No Yes Yes Master Plan Evaluation of preferred alternatives 5/1/ /13 No Yes Yes Review & comment on draft plan 6/15/2013 6/30/2013 No Yes Yes Administer contract 8/30/2012 6/30/2013 No Yes Yes Minor traffic model improvements 7/1/2012 6/30/2013 No Yes Yes Traffic Model Use GIS spatial data 7/1/2012 6/1/2013 No No Yes Maintenance and Traffic Counts RFP 4/1/2013 6/30/2013 No Yes Yes Development Exchange of information 7/1/2012 6/30/2013 No No Yes Review 2007 Byway Corridor Plan & current state and federal guidelines 7/1/2012 6/30/2012 No No Yes SLO North Coast Coordinate and facilitate Byway Advisory Committee Scenic Byway meetings 7/1/2012 6/30/2013 No No Yes Corridor Plan Coordinate & facilitate Byway Stakeholder meetings 7/1/2012 6/30/2013 No No Yes Review and Update Coordinate and facilitate other Public Outreach Activities 7/1/2012 6/30/2013 No No Yes Develop North Coast Scenic Byway & Plan (draft & final) 7/1/2012 6/30/2013 No No Yes Update website materials 7/1/2012 6/30/2013 No No Yes Installed Gateway Monuments Ongoing 9/30/2012 Yes Yes Yes Highway 1 Gateway Program Highway 1 Scenic Byway Signage Program Federal Scenic Byway Grant - Chorro Valley Trail Plan (San Luis Obispo to Morro Bay) Non-motorized Transportation (Bicycle & Pedestrian) Planning & Coordination Rail Service Coordination 2012/2013 WORK ELEMENT PRODUCT SCHEDULE Close out documents Ongoing 9/30/2012 Yes Yes Yes Construction Bid Package and Selection Ongoing 7/31/2012 Yes Yes Yes Installed Interpretive Signs Ongoing 9/30/2012 Yes Yes Yes Close out documents Ongoing 9/30/2012 Yes Yes Yes Completed Interpretive Signage Plan Ongoing 9/30/2012 Yes Yes Yes Constraints Analysis 7/1/ /30/2013 No Yes Yes Feasibility Study 7/1/ /30/2013 No Yes Yes Implementation Plan 7/1/ /30/2013 No Yes Yes Final Trail plan 7/1/ /30/2013 No Yes Yes Public Workshop agendas & minutes 7/1/ /30/2013 No Yes Yes Steering Committee agendas 7 minutes 7/1/2012 6/30/2013 No Yes Yes Contract administration and close out 7/1/2012 6/30/2013 No Yes Yes Facilitation of bicycle and pedestrian planning 7/1/2012 6/30/2013 No No Yes USNBRS facilitation in SLO Region 7/1/2012 6/30/2013 No No Yes Grant awareness/announcements 7/1/2012 6/30/2013 No No Yes GIS Bike Spatial data 7/1/2012 6/30/2013 No No Yes Comment on State Annual Business Plan 7/1/2012 6/30/2013 No No Yes Agencies informed about upgrades 7/1/2012 6/30/2013 No No Yes CRCC agendas & meeting minutes 7/1/2012 6/30/2013 No No Yes LOSSAN Reports & Fact Sheets 7/1/2012 6/30/2013 No No Yes Updated Rail Capacity Model 7/1/2012 6/30/2013 No No Yes Contract management of EIR/S 7/1/2012 6/30/2013 No Yes Yes SLOCOG STAFF OWP-90

91 2012/2013 WORK ELEMENT PRODUCT SCHEDULE WORK ELEMENT/ PROGRAM CATEGORY CARRIED INCEPTION COMPLETION OVER FROM SLOCOG TASK DESCRIPTION PRODUCT DATE DATE FY 11/12 CONSULTANT STAFF Notice of NOI 7/1/2012 8/30/2012 Yes No Yes Stakeholder Involvement Plan 7/1/2012 9/30/2012 No Yes Yes Final Purpose & Need 7/1/2012 9/30/2012 No Yes Yes PCT 6210 Cost Daylight Scoping Report 7/1/ /30/2012 Yes Yes Yes Service Investment Impact Analysis Methodology (FRA review & accept) 11/1/2012 2/1/2013 No Yes Yes Plan Environmental Annotated EIS Outline (FRA review & accept) 12/1/2012 4/30/2013 No Yes Yes Impact Statement Administrative Draft EIS (FRA review & accept) 1/1/2013 4/30/2013 No Yes Yes and Record of Draft EIS & Draft NOA (FRA review & accept) 2/1/2013 5/30/2013 No Yes Yes Decision Administrative Final EIS (FRA review & accept) 3/1/2013 6/30/2013 No Yes Yes Final EIS & Draft NOA (FRA review & accept) 4/1/2013 6/30/2013 No Yes Yes Draft ROD 5/1/2013 6/30/2013 No Yes Yes Aviation Ground Access Improvement Planning List 7/1/2012 6/30/2013 No No Yes PCT 6300 Transportation Planning Data exchange on access to air service 7/1//2012 6/30/2013 No No Yes PCT 6450 Maritime Transportation Data exchange on access to ports 7/1/2012 6/30/2013 No No Yes Planning Trail Action Plan 4/1/2012 6/30/2013 Yes Yes Yes Existing Conditions Report 4/4/2012 6/30/2013 Yes Yes Yes Design Criteria 5/1/2012 6/30/2013 Yes Yes Yes PCT 6110 PCT 7100 PCT 8100 PCT 8150 PCT 8200 PCT 8300 PCT 8400 North County Anza Trail - Salinas River Corridor Regional Trail Master Plan Public Participation and Interagency Support Federal Transportation Improvement Program (FTIP) Air Quality Conformity Analysis & Findings State Transportation Improvement Program (STIP, ITIP, RTIP, HP) Opportunities & Constraints Analysis 7/1/2012 6/30/2013 No Yes Yes Trail Alignment Definitions (maps) 7/1/2012 6/30/2013 No Yes Yes Preliminary Master Plan 7/1/2012 6/30/2013 No Yes Yes Public Workshop agendas & minutes 7/1/2012 6/30/2013 No Yes Yes Steering Committee agendas & minutes 7/1/2012 6/30/2013 No Yes Yes Final Master Trail plan 7/1/2012 6/30/2013 No Yes Yes Contract administration and close out 7/1/2012 6/30/2013 No Yes Yes Newsletters Bi-monthly 8/1/2011 6/15/2013 No No Yes Annual report 7/1/ /1/2012 No No Yes Public Hearing Announcements, Bi-Monthly 7/1/2012 6/30/2013 No No Yes Press Releases 7/1/2012 6/30/2013 No No Yes Class Presentations 7/1/2012 6/30/2013 No No Yes Updated agency website 3/13/2013 6/30/2013 No Yes Yes RFPs for SLOCOG Public Engagement & website update 7/1/2012 6/30/2013 No No Yes Manage public engagement & website update contracts 7/1/2012 6/30/2013 No Yes Yes Public Participation Plan 7/1/2012 6/30/2013 No No Yes Inter-regional meetings Ongoing 6/30/2013 Ongoing No Yes Federal Surface Transportation Program reauthorization staff report on local implication & modified procedures Ongoing 6/30/2013 Ongoing No Yes Formal Amendment Public Hearing Notices 7/1/2012 6/30/2013 No No Yes Formal Amendment Public Hearing Staff Reports 7/1/2012 6/30/2013 No No Yes Formal Amendment Packages 7/1/2012 6/30/2013 No No Yes Financial constraints analysis 7/1/2012 6/30/2013 No No Yes Updated web-interface 7/1/2012 6/30/2013 No No Yes Administrative Modification Packages 7/1/2012 6/30/2013 No No Yes Annual Obligation Plan 7/1/2012 4/1/2013 No No Yes Exchange information with funding partners 7/1/2012 6/30/2013 No No Yes Adopted 2013 FTIP 7/1/ /30/2012 No No Yes Minor traffic model improvements 7/1/2012 6/30/2013 No Yes Yes Emissions results 7/1/2012 6/30/2013 No Yes Yes 2012 STIP Implementation Ongoing 6/30/2013 No No Yes Exchange information with partners 7/1/2012 6/30/2013 No No Yes STIP Progress reports Ongoing 9/1/2012 No No Yes STIP amendment requests/deadline extension requests annually 6/30/2013 No No Yes Modified programming policies 7/1/2012 6/30/2013 No No Yes Surface Transportation Programming criteria amendments/modifications 7/1/2012 9/1/2012 No No Yes Planning (STP), State Highway Modified cooperative agreements with member agencies Ongoing 6/30/2013 No No Yes Account (SHA) and Alternative grant notifications Transportation 7/1/2012 6/30/2013 No No Yes Enhancement (TE) Develop project priority list Program 7/1/2012 4/30/2013 No No Yes Administration Staff reports 9/1/2012 5/1/2013 No No Yes Project & Financial Information Systems Development TransInfo Historical Project Module 7/1/2012 6/30/2013 No Yes Yes Updated project information 7/1/2012 6/30/2012 No No Yes Report of project implementation and status 9/1/ /8/2012 No No Yes TransInfo all project map interface 1/1/2013 6/30/2013 No Yes Yes OWP-91

92 WORK ELEMENT/ PROGRAM CATEGORY TASK DESCRIPTION PRODUCT WE 8600 Capital Project Administration WE 9100 WE 9150 WE 9200 WE 9650 PCX 0100 PCX 0150 PCX 0300 PCX 0400 PCY 0700 PCY 0750 Motorist Aid - Call Box Program 511 Ridesharing & Traveler Information Telephone System Regional Housing Needs Strategic Growth Council Sustainable Communities (carryover) OWP and Budget Development and Maintenance Fiscal Audits Legislative Assessment Program Agency Administration and Support Legislative Advocacy Census Data Center 2012/2013 WORK ELEMENT PRODUCT SCHEDULE INCEPTION DATE COMPLETION DATE CARRIED OVER FROM FY 11/12 CONSULTANT Manage SLOCOG lead agency capital projects 7/1/2012 6/30/2013 No Yes Yes Call Box System Ongoing 6/30/2013 No Yes Yes Call Box Capital Improvement Program 7/1/ /31/2012 No Yes Yes Testing & system refinement 7/1/2012 6/30/2013 No Yes Yes Transportation training manual 7/1/2012 6/30/2013 No Yes Yes Transportation trainings 7/1/2012 6/30/2013 No Yes Yes Dynamic Message Signs 7/1/2012 6/30/2013 No No Yes Marketing & Outreach Plan 7/1/2012 6/30/2013 No No Yes 511 system enhancements 7/1/2012 6/30/2013 No Yes Yes 511 usage reports (monthly/quarterly) 7/1/2012 6/30/2013 No No Yes 511 user survey 7/1/2012 6/30/2013 No No Yes Community profiles of housing & demographics 7/1/2012 6/30/2013 No No Yes Distribution of materials from DOF regarding population projections 7/1/2012 6/30/2013 No No Yes Distribution of materials from HCD regarding anticipated population projection 7/1/2012 6/30/2013 No No Yes Build consensus with local agencies regarding projections and targets 7/1/2012 6/30/2013 No No Yes Enhanced public participation tools and techniques 7/1/2012 5/31/2013 Yes No Yes Presentations to planning commissions & councils 7/1/2012 6/30/2013 Yes No Yes Draft report of infrastructure inventory 7/1/ /15/2012 Yes No Yes Final report of infrastructure inventory 7/1/2012 6/30/2013 Yes No Yes Economic sectors survey 7/1/2012 2/15/2013 Yes No Yes Community meetings 7/1/2012 2/28/2013 Yes No Yes Presentations to planning commissions & councils 7/1/2012 4/30/2013 Yes No Yes Form-based code research 1/31/2013 FY 13/14 No No Yes Neighborhood interest group meetings 1/31/2012 FY 13/14 No No Yes Design guidelines for Blueprint Priority Areas 3/31/2013 FY 13/14 No No Yes Visual simulation of form-based code for Blueprint Priority Areas 5/31/2013 FY 13/14 Form-base code public hearing draft 10/1/2011 FY 13/14 No No Yes Presentations to planning commissions & councils 6/30/2013 FY 13/14 No No Yes Bi-monthly financial reports Bi-monthly 6/30/2013 No No Yes OWP budget amendments 7/1/2012 4/30/2013 No No Yes Progress and financial reports Quarterly No No Yes Draft 2012/13 OWP 12/1/2012 2/28/2013 No No Yes Final 2012/13 OWP 4/1/2013 5/31/2013 No No Yes Review Draft GPFS 12/1/ /31/2012 No Yes Yes Final GPFS 12/31/2012 3/31/2013 No Yes Yes Staff report to the Board 1/1/2013 3/31/2013 No Yes Yes Transmit GPFS to the state 1/1/2013 3/31/2013 No No Yes Draft state & federal legislative programs 8/1/ /31/2012 No No Yes Attend annual statewide legislative workshop 12/1/ /31/2012 No No Yes State & federal legislative programs 11/1/2012 2/28/2013 No No Yes Reports to the Board on draft legislation 7/1/2012 6/30/2013 No No Yes Year end Legislative Report 10/1/2012 1/31/2013 No No Yes Agendas, Minutes, and staff reports Ongoing No No Yes Progress Reports Quarterly No No Yes Funding Agreements As needed Yes No Yes Responses to proposed legislation 7/1/2012 6/30/2013 No No Yes Contact legislators to advocate for adopted positions on proposed legislation 7/1/2012 6/30/2013 No No Yes Census data sets 7/1/2012 6/30/2013 No No Yes Coordination with local jurisdictions 7/1/2012 6/30/2013 No No Yes Distribution of 2010 census data and census maps 7/1/2012 6/30/2013 No No Yes Respond to public requests for census data 7/1/2012 6/30/2013 No No Yes Coordinate with US Census Bureau & State Census Data Center 7/1/2012 6/30/2013 No No Yes Attend annual Census Data Center Affiliate meeting 7/1/2012 6/30/2013 No No Yes Maps & visual aids for decennial & ACS census data 7/1/2012 6/30/2013 No No Yes Utilize decennial & ACS census data in land use & travel model 7/1/2012 6/30/2013 No No Yes Decennial & ACS census data on website 7/1/2012 6/30/2013 No No Yes SLOCOG STAFF OWP-92

93 WORK ELEMENT/ PROGRAM CATEGORY TASK DESCRIPTION PRODUCT PCT 1100 TDA Fund Allocation and Administration 2011/2012 WORK ELEMENT PRODUCT SCHEDULE - Estimated Status INCEPTION DATE COMPLETION DATE CARRIED OVER FROM FY 10/11 CONSULTANT SLOCOG STAFF ESTIMATED STATUS 0 7/1/2011 6/30/2012 Yes No Yes Ongoing State Controller's Reports 9/1/ /31/2011 No No Yes Completed Transit Needs Assessment 9/1/ /31/2011 No No Yes Completed Streamlined process for bikeway improvement requests 9/1/ /5/2011 No No Yes Completed Unmet Needs Hearing Report 7/1/2011 7/31/2012 No No Yes Completed Unmet Transit Needs Determination 3/1/2012 6/30/2012 No No Yes Completed Operating & financial statistics - all operators Quarterly No No Yes Completed Performance Audits: SLOCOG & Ride On Transportation 7/1/2011 6/30/2012 No Yes Yes Completed PCT 1200 PCT 1300 WE 2100 WE 2102 WE 2110 WE 2115 WE 2416 WE 2420 Performance Audits Audit Schedule for fiscal years 2011/12 and 2012/13 7/1/2011 9/1/2011 No No Yes Completed Fiscal and Compliance Audits Transit Planning, Programming, and Assistance Regional Transit Authority Manager Recruitment Transit Planning Internship Bus Rapid Transit Planning Study North County Transit Plan San Luis Obispo Coordinated Transit Center Study Prior Performance Audits follow-up 4/1/2012 6/30/2012 No No Yes Completed Fiscal audits of each TDA recipient 11/1/2011 3/31/2012 No Yes Yes Completed Submit Annual Report 10/1/ /31/2011 No No Yes Completed Contract for fiscal and compliance audits 7/1/2011 3/31/2012 No Yes Yes Completed 5307 & 5311 Program of Projects 5/31/ /31/2011 Yes No Yes Completed 5310 Program of Projects 7/1/2011 1/31/2012 No No Yes Completed Proposition 1 B Program of Projects 7/1/2011 6/30/2012 No No Yes Completed Roster of participating agencies for next JARC & New Freedom call for projects 7/1/2011 9/30/2011 No No Yes Completed Reassess programming criteria and make recommendations 1/1/2012 4/1/2012 No No Yes Completed Plan Consistency review and findings 12/1/2011 2/28/2012 No No Yes Completed Operators Schedule Changes Coordination Plan and joint marketing projects 8/1/2011 4/30/2012 No No Yes Completed Transit Efficiencies Committee meetings and Action Plans 7/1/2011 6/30/2012 No No Yes Completed Synopsis of topics and issues covered at transit conferences 9/1/2011 4/30/2012 No No Yes Completed Team coordination and consultant oversight; Written comments on draft transit plans 7/1/2011 6/30/2012 No Yes Yes Completed Written comments on draft transit plans 7/1/2011 6/30/2012 No No Yes Completed Communication with FTA on grant requirements 7/1/2011 6/30/2012 No No Yes Completed Updated 5307 MOU's 7/1/2011 2/28/2012 No No Yes Completed Improved fare integration practices by fixed route operators on local timed transfer needs 7/1/2011 6/30/2012 No No Yes Completed Review of planning grant applications 7/1/2011 6/30/2012 No No Yes Completed JARC and New Freedom Cycle 4 progress report 9/1/ /30/2011 No No Yes Completed Transit Passenger Amenities Needs Monitoring 9/1/2011 6/30/2012 No No Yes Completed ITS candidate projects funding options 10/1/2011 6/30/2012 No No Yes Completed RFP for professional services, contract award 8/3/2011 9/7/2011 No No Yes Completed Administer Contract 9/7/ /31/2011 No Yes Yes Completed Work w/contractor & Board on selection of RTA Manager 9/7/ /31/2011 No Yes Yes Completed Updated Transit Services Directory 4/1/2012 5/15/2012 No No Yes Completed BRT special surveys 4/1/2012 6/30/2012 No No Yes Completed Annual Transit Profile 8/15/ /15/2012 No No Yes Carryover Biennial Transit Survey 10/1/2012 3/31/2013 No No Yes Carryover RFP for professional services, contract award 10/15/ /15/2011 No No Yes Completed Kick off meeting with consultant team 2/15/2012 No Yes Yes Completed Initial Data Collection 5/15/2012 6/30/2012 No Yes Yes Completed Bi-Monthly team meeting Ongoing No Yes Yes Ongoing Draft Product for review-prelim BRT finding for No/So Co 5/1/2012 3/30/2013 No Yes Yes Ongoing Final Study report w/cost ests & funding plan 5/31/2013 No Yes Yes Carryover Proposals review; contract award 3/1/2011 4/15/2011 No No Yes Completed Review of interim technical products 6/1/2011 2/15/2012 No Yes Yes Completed Draft North County Transit Plan 3/1/2012 4/30/2012 No Yes Yes Completed Final North County Transit Plan for adoption 5/1/2012 6/30/2012 No Yes Yes Completed Team meetings (monthly) 7/1/2011 4/30/2012 No Yes Yes Completed Public participation activities 7/1/2011 3/31/2012 No Yes Yes Completed Capital & operating draft plans 7/1/ /31/2011 No Yes Yes Completed Environmental analysis 9/30/ /30/2011 No Yes Yes Completed Funding plan 11/1/2011 1/31/2012 No Yes Yes Completed Draft recommendations 2/15/2012 4/1/2012 No Yes Yes Completed Review draft and adopt Final Study Report 3/15/2012 5/15/2012 No Yes Yes Completed PCT 3100 Reduce Vehicle Miles Traveled & Enhance Travel Services Employer Trip Reduction Plans & committee materials 7/1/2011 6/30/2012 No No Yes Completed Plan for Certification program 1/1/2012 6/30/2012 No No Yes Completed Telework Strategy 7/1/ /30/2011 No No Yes Completed Bicycle programs and information resources 7/1/2011 6/30/2012 No No Yes Completed Minutes & Agendas, Ridership Development Meetings 7/1/2011 6/30/2012 No No Yes Completed Plan for Park & Ride Lot expansion and transit express stops 7/1/2011 6/30/2012 No No Yes Completed OWP-93

94 WORK ELEMENT/ PROGRAM CATEGORY TASK DESCRIPTION PRODUCT PCT 3200 PCT 3300 PCT 3400 WE 3510 WE 3520 WE 3521 WE 3522 WE 3531 Intelligent Transportation System (ITS) Development and Deployment Performance Monitoring Program Commodity Movement Public Outreach (Regional Rideshare) Commuter Trip Focus (Regional Rideshare) Incentive Program Online Bus Pass Purchases Summer Break Pass 2011/2012 WORK ELEMENT PRODUCT SCHEDULE - Estimated Status INCEPTION DATE COMPLETION DATE CARRIED OVER FROM FY 10/11 CONSULTANT SLOCOG STAFF ESTIMATED STATUS Written comments on Draft Plans/Studies 7/1/2011 6/30/2012 No No Yes Completed Informational items (agendas, newsletters, website) 7/1/2011 6/30/2012 No No Yes Completed Updated ITS architecture/database 1/1/2012 6/1/2012 No No Yes Completed Revised rating criteria for programming 7/1/ /1/2011 No No Yes Completed Transportation System Performance Measures integrated in project and program planning and programming functions of agency Ongoing No No Yes Completed AVO Counts & Report and Park and Ride Lot occupancy counts and Report Updated Data in Caltrans Annual Highway Performance Monitoring System (HPMS) Updated Countywide Local Street & Road Pavement Maintenance and Rehabilitation Needs Report 10/1/2011 & 4/1/ /8/2011 & No 6/1/2012 No Yes Completed 2/1/2012 5/1/2012 No No Yes Completed 7/1/2011 8/15/2011 No No Yes Completed Staff report on Central Coast Goods Movement Plan summarizing major findings and recommendations 11/1/ /7/2011 No Yes Yes Completed regarding SLO County Marketing Plan & Cooperative Agreements 7/1/2011 6/30/2012 No No Yes Completed Annual Report & SLOCOG Newsletters 9/1/2011 6/30/2012 No No Yes Completed Outreach materials 7/1/2011 6/30/2012 No No Yes Completed Press releases, Rideshare blog & website 7/1/2011 6/30/2012 No No Yes Completed Quarterly Rideshare E-Newsletter 7/1/2011 6/30/2011 No No Yes Completed Bi-monthly SLOCOG reports Ongoing Ongoing No No Yes Completed Cooperative transit marketing plans 8/1/2011 6/30/2012 No No Yes Completed Rideshare Logo on "Car free" material 7/1/2011 6/30/2012 No No Yes Completed Quarterly Senior Newsletter 7/1/2011 6/30/2012 No No Yes Completed Improvements to transit, shuttle and P&R lots Ongoing No No Yes Completed Locations for new and/or expanded P&R lots Ongoing No No Yes Completed Agreements w/employers 7/1/2011 6/30/2012 No No Yes Completed Monthly e-newsletter 7/1/2011 6/30/2012 No No Yes Completed Marketing Material 7/1/2011 6/30/2012 No No Yes Completed Radio, Television and Print Advertisements 7/1/2011 6/30/2012 No No Yes Completed Employee Commute Surveys 7/1/2011 6/30/2012 No No Yes Completed Employer Trip Reduction Plans 7/1/2011 6/30/2012 No No Yes Completed ERH Quarterly Reports 7/1/2010 6/30/2011 No No Yes Completed Rideshare Month 7/1/ /31/2011 No No Yes Completed Public Outreach 7/1/2011 6/30/2012 No No Yes Completed Participant Surveys 10/1/ /30/2011 No No Yes Completed Invoices, redemptions, online updates 7/1/2011 6/30/2012 No No Yes Completed Quarterly Reports 7/1/2011 6/30/2012 No No Yes Completed Quarterly & yearly report 11/1/2011 6/30/2012 No No Yes Completed Evaluation Report and presentation to SLOCOG 9/1/ /1/2011 No No Yes Completed Summer Break Pass Marketing 2/1/2012 6/30/2012 No No Yes Completed Collateral Material (advertisements, posters) 7/1/2011 6/30/2012 No No Yes Completed Participant Surveys 9/1/ /30/2011 No No Yes Completed Training manual, ride match system, enhanced Google tools 7/1/2011 6/30/2012 No No Yes Completed WE 3535 JARC Mobility Management Annual resource inventory and 2009 Coordination survey results 10/1/ /31/2011 No No Yes Completed Marketing and Communication material including Senior Transportation Options and Spanish translation tools 7/1/2011 6/30/2012 No Yes Yes Completed WE 3540 WE 3565 WE 3570 Bicycle Program Advocacy and Promotion Safe Routes to School Administration (Regional Rideshare) Bike Month promotional materials 2/1/2012 4/30/2012 No No Yes Completed Re-key bicycle lockers to day use as needed 7/1/2011 6/30/2012 No No Yes Completed Revise reprint County Bike Maps 9/1/2011 3/31/2012 No No Yes Completed Workplace Bike Sharing Program 7/1/2011 6/30/2012 No No Yes Completed Grant Criteria/Promotions 10/1/2011 6/30/2012 No No Yes Completed Curriculum for K-8 10/1/2011 6/30/2012 No No Yes Completed Updated website 10/1/2011 6/30/2012 No No Yes Completed Staff Evaluations 7/1/2011 6/30/2012 No No Yes Completed PCT 4100 Staff reports to the Board and other stakeholders regarding Regional emerging standards and practices implementing SB 375 Transportation Plan and AB 32 requirements for transportation planning Ongoing 6/30/2012 Yes No Yes Completed PCT 5100 Surface Transportation Planning and Coordination Technical input on draft plans, studies and projects 7/1/2011 6/30/2012 No No Yes Completed Regularly scheduled meetings 7/1/2011 6/30/2012 No No Yes Completed Candidate project list for programming in WE /1/2011 6/30/2012 No No Yes Completed Technical input on draft plans, studies and projects 7/1/2011 6/30/2012 No No Yes Completed South County Corridor Study/System Management Plan for US 101/Santa Maria River Bridge project 7/1/ /30/2011 No No Yes Completed Comments on draft US 101 TCR 12/30/2011 6/30/2012 No No Yes Completed Complete Streets guidance and support 7/1/2011 6/30/2012 No No Yes Completed GIS spatial files 9/1/2011 6/1/2012 No No Yes Completed Project fact sheets for high priority highway projects 7/1/2011 6/30/2012 No No Yes Completed OWP-94

95 2011/2012 WORK ELEMENT PRODUCT SCHEDULE - Estimated Status WORK ELEMENT/ PROGRAM CATEGORY CARRIED INCEPTION COMPLETION OVER FROM SLOCOG ESTIMATED TASK DESCRIPTION PRODUCT DATE DATE FY 10/11 CONSULTANT STAFF STATUS PCT 5200 Exchange information with local agencies for system Project Scoping 7/1/2011 9/1/2011 No No Yes Completed improvements and Project Study Staff report recommending amendment to 3 year strategic Report Coordination 9/1/ /1/2011 No No Yes Completed plan Traffic Model Use Improved traffic model 1/1/2011 6/30/2012 No Yes Yes Completed PCT 5400 Maintenance and GIS spatial data 4/1/2011 6/1/2012 No No Yes Completed Development Exchange of information 7/1/2011 6/30/2012 No No Yes Completed Respond to corridor activities 7/1/2011 6/30/2012 Yes No Yes Completed Highway 1 Scenic Website materials 7/1/ /30/2012 Yes No Yes Completed WE 5310 Byway Planning Byway committee agendas and minutes 7/1/ /30/2012 Yes No Yes Completed and Coordination National Scenic Byway Conference Notes 8/21/2011 9/2/2011 No No Yes Completed Grant applications and attachments 7/1/2011 6/30/2012 No No Yes Completed Website materials 1/1/2012 6/30/2012 No No Yes Carryover SLO North Coast Byway Corridor Plan Update Outreach 1/1/2012 6/30/2012 No No Yes Carryover Scenic Byway WE 5311 Byway committee agendas and minutes 1/1/2012 6/30/2012 No No Yes Carryover Corridor Plan Review and Update Stakeholder meeting agendas and minutes 1/1/2012 6/30/2012 No No Yes Carryover WE 5320 WE 5330 WE 5350 PCT 6100 PCT 6200 PCT 6300 PCT 6110 PCT 7100 PCT 7200 PCT 7300 Highway 1 Gateway Program Highway 1 Scenic Byway Signage Program Federal Scenic Byway Grant - California Coastal Trail Plan Non-motorized Transportation (Bicycle & Pedestrian) Planning & Coordination Rail Service Coordination Aviation Transportation Planning Construction Authorization Ongoing 1/30/2012 Yes Yes Yes Completed Construction Bid Package and Selection Ongoing 2/29/2012 Yes Yes Yes Completed Installed Gateway Monuments Ongoing 6/30/2012 Yes Yes Yes Carryover Close out documents Ongoing 6/30/2012 Yes Yes Yes Carryover Construction Authorization Ongoing 1/30/2012 Yes Yes Yes Completed Construction Bid Package and Selection Ongoing 2/29/2012 Yes Yes Yes Completed Installed Interpretive Signs Ongoing 6/30/2012 Yes Yes Yes Completed Close out documents Ongoing 6/30/2012 Yes Yes Yes Carryover Completed Interpretive Signage Plan Ongoing 6/30/2011 Yes Yes Yes Carryover Trail Alignment Definitions (maps) Ongoing 10/30/2011 Yes Yes Yes Completed Preliminary Master Plan Ongoing 12/30/2011 Yes Yes Yes Completed Coastal Trail Action Plan 10/1/ /30/2011 No Yes Yes Completed Final Master Trail Plan Ongoing 6/30/2012 Yes Yes Yes Completed Public Workshop agendas and minutes Ongoing 6/30/2012 Yes Yes Yes Completed Steering Committee agendas and minutes Ongoing 6/30/2012 Yes Yes Yes Completed Contract administration and close out Ongoing 6/30/2012 Yes Yes Yes Completed Plans reviewed for multimodal consistency and across jurisdictional boundaries 7/1/2011 6/30/2012 No No Yes Completed USNBRS facilitation in SLO Region 7/1/2011 6/30/2012 No No Yes Completed Support for bike plan creation in Morro Bay and Arroyo Grande 7/1/2011 1/15/2012 No No Yes Completed Integrate findings from meeting in plans 7/1/2011 6/30/2012 No No Yes Completed Non Motorized Improvements Project Programming 9/1/2011 4/30/2012 No No Yes Completed Grant awareness/announcements 7/1/2011 6/30/2012 No No Yes Completed GIS Bike Spatial data 7/1/2011 6/30/2012 No No Yes Completed Comment on State Annual Business Plan 7/1/2011 6/30/2012 No No Yes Completed Agencies informed about upgrades 7/1/2011 6/30/2012 No No Yes Completed CRCC agendas & meeting minutes 7/1/2011 6/30/2012 No No Yes Completed LOSSAN Reports & Fact Sheets 7/1/2011 6/30/2012 No No Yes Completed Updated Rail Capacity Model 7/1/2011 6/30/2012 No No Yes Completed Draft SDP and EIR 7/1/ /1/2011 No Yes Yes Completed Ground Access Improvement Plan 7/1/2011 6/30/2012 No No Yes Completed Staff report on Near Term Options to Service SLO Airport 11/1/ /7/2011 No No Yes Completed Data exchange on air service needs 7/1//2010 6/30/2011 No No Yes Completed North County Anza Trail Action Plan 4/1/2012 6/30/2012 No Yes Yes Completed Trail - Salinas River Existing Conditions Report Corridor Regional 4/4/2012 6/30/2012 No Yes Yes Completed Trail Master Plan Design Criteria 5/1/2012 6/30/2012 No Yes Yes Completed Newsletters Bi-monthly 8/1/2011 6/15/2012 No No Yes Completed Annual report 7/1/ /1/2011 No No Yes Completed Public Hearing Announcements, Bi-Monthly 7/1/2011 6/30/2012 No No Yes Completed Public Participation Press Releases 7/1/2011 6/30/2012 No No Yes Completed Class Presentations 7/1/2011 6/30/2012 No No Yes Completed Updated agency website 7/1/2011 6/30/2012 No Yes Yes Completed Sustainable Intergovernmental planning, coordination, studies & activities Comments on project(s), study(s) or plan(s) 7/1/2011 6/30/2012 No No Yes Completed Federal Surface Transportation Program reauthorization staff reports (Fall, Winter & Spring) OWP-95 7/1/2011 5/31/2012 No No Yes Completed Updated GIS Spatial Layers 7/1/2011 6/1/2012 No No Yes Completed New GIS spatial data for performance monitoring (Task 2): (Level of service, AADT information, Caltrans' highway traffic Information & Data count data, Fall 2011 AVO counts & Spring 2012 AVO 7/1/2011;7/1 /2011; 7/1/2011; 10/1/2011; Management counts 4/1/2012 6/1/2012 No No Yes Completed 2010 Census data in GIS spatial data 1/1/2012 5/1/2012 No No Yes Completed Spatial data for project reporting & tracking 7/1/2011 6/30/2012 No No Yes Completed GIS spatial data: Bicycles, Pedestrians and transit 10/1/2011 6/1/2012 No Yes Yes Completed Regional Growth Forecast Report 3/1/ /1/2011 No No Yes Completed

96 WORK ELEMENT/ PROGRAM CATEGORY TASK DESCRIPTION PRODUCT PCT 8100 PCT 8200 PCT 8300 PCT 8400 WE 8500 WE 8600 WE 9100 WE 9150 Federal Transportation Improvement Program (FTIP) State Transportation Improvement Program (STIP, ITIP, RTIP, HP) Surface Transportation Planning (STP), State Highway Account (SHA) and Transportation Enhancement (TE) Program Administration Project & Financial Information Systems Development Supplemental Funding Capital Project Administration Motorist Aid - Call Box Program 511 Ridesharing & Traveler Information Telephone System 2011/2012 WORK ELEMENT PRODUCT SCHEDULE - Estimated Status CARRIED INCEPTION COMPLETION OVER FROM SLOCOG ESTIMATED DATE DATE FY 10/11 CONSULTANT STAFF STATUS Formal Amendment Public Hearing Notices 7/1/2011 6/30/2012 No No Yes Completed Formal Amendment Public Hearing Staff Reports 7/1/2011 6/30/2012 No No Yes Completed Formal Amendment Packages 7/1/2011 6/30/2012 No No Yes Completed Financial constraints analysis 7/1/2011 6/30/2012 No No Yes Completed Updated we-interface 7/1/2011 6/30/2012 No No Yes Completed Administrative Modification Packages 7/1/2011 6/30/2012 No No Yes Completed Annual Obligation Plan 7/1/2011 4/1/2012 No No Yes Completed Exchange information with funding partners 7/1/2011 6/30/2012 No No Yes Completed 2012 STIP Implementation Ongoing 6/30/2012 No No Yes Completed Exchange information with partners 7/1/ /1/2011 No No Yes Completed STIP Progress reports Ongoing 9/1/2011 No No Yes Completed STIP amendment requests/deadline extension requests As required annually 6/30/2012 No No Yes Completed Develop programming criteria for 2012 STIP 7/1/2011 9/1/2012 No No Yes Carryover Programming criteria 7/1/2011 9/1/2011 No No Yes Completed Modified cooperative agreements with member agencies Ongoing 6/30/2012 No No Yes Completed Alternative grant notifications 7/1/2011 6/30/2012 No No Yes Completed Develop an Expenditure Plan and Capital Improvement Program 7/1/2011 4/30/2012 No No Yes Completed Staff reports 9/1/2011 1/1/2012 No No Yes Completed New reauthorization programming schedule staff report 7/1/2011 6/30/2012 No No Yes Completed TransInfo Project Planning Module 7/1/2011 6/30/2012 No Yes Yes Completed Updated project information 7/1/2011 6/30/2012 No Yes Yes Completed Report of project implementation and status 9/1/ /8/2011 No Yes Yes Completed Polling results Ongoing 10/30/2011 No Yes Yes Completed Scenic Byway (see Scenic Byway Plan) Ongoing 6/30/2012 No Yes Yes Completed P&R lot resurfacing, enhancements and expansion (see P&R Lot Study) 7/1/2011 6/30/2012 No Yes Yes Completed Call Box System Ongoing 6/30/2012 Yes Yes Yes Completed Call Box Capital Improvement Program 8/1/2011 4/30/2012 No Yes Yes Completed 511 System enhancements 7/1/2011 6/30/2012 No No Yes Completed Marketing and outreach plan 7/1/2011 6/30/2012 No No Yes Completed Marketing materials 7/1/2011 6/30/2012 No No Yes Completed 511 usage reports (monthly/quarterly) 7/1/2011 6/30/2012 Yes No Yes Completed WE 9200 WE 9500 Regional Housing Needs Community 2050 Regional Blueprint Planning Distribution of materials from State Department of Finance regarding population projections 1/15/2012 4/15/2012 No No Yes Completed Distribution of materials from HCD regarding anticipated population projection 3/1/2012 5/30/2012 No No Yes Completed Building consensus with local agencies regarding projections and targets 2/15/2012 6/30/2012 No No Yes Completed Improved GIS data per RTP Guidelines 7/1/2011 6/30/2012 Yes No Yes Completed Improved definition of "target development areas" 7/1/2011 2/29/2012 Yes No Yes Completed Identification of "transit priority areas" 7/1/2011 2/29/2012 Yes No Yes Completed Programming criteria and incentive measures 7/1/2011 6/30/2012 Yes No Yes Completed Identified infrastructure needs of agency partners 7/1/2011 2/29/2012 Yes No Yes Completed Meetings with member jurisdictions, stakeholders 7/1/2011 6/30/2012 Yes No Yes Completed Community 2050 website maintenance 7/1/2011 6/30/2012 Yes No Yes Completed Develop GIS spatial data: land use 7/1/2011 2/29/2012 Yes No Yes Completed "Smart growth tool box" elements 7/1/2011 6/30/2012 Yes No Yes Completed Socio-economic Census data integration into model 7/1/2011 6/30/2012 Yes No Yes Completed Develop/update necessary GIS spatial layers 7/1/2011 2/29/2012 Yes No Yes Completed Monitor/participate in state discussions re: SB 375 7/1/2011 6/30/2012 No No Yes Completed Infill and redevelopment analysis of TDAs 9/1/2011 6/30/2012 No No Yes Completed Meetings regarding state policy for SCS development 7/1/2011 6/30/2012 No No Yes Completed WE D tools, inputs, outputs, and post-model factors 1/1/2011 2/29/2012 Yes Yes Yes Completed Adopted 2040 Regional Growth Forecast report 1/1/2011 8/15/2011 Yes Yes Yes Completed Strategic Growth Improved local data inputs (FARs and employment) 4/1/2011 3/31/2012 Yes Yes Yes Completed Council Model Improved model integration (LU / Traffic / post-processor) 8/1/2011 1/30/2012 Yes Yes Yes Completed Improvement Program (carryover) Calibrate / Validate model with new inputs & data 7/1/ /30/2011 Yes Yes Yes Completed Bi-monthly financial reports Bi-monthly 6/30/2011 No No Yes Yes OWP budget amendments 7/1/2010 4/30/2011 No No Yes Yes OWP-96

97 WORK ELEMENT/ PROGRAM CATEGORY TASK DESCRIPTION PRODUCT Improved images and data integration with visualization products and GIS spatial layers WE 9650 PCX 0100 PCX 0150 PCX 0300 PCX 0400 PCY 0700 PCY 0750 Strategic Growth Council Sustainable Communities (carryover) OWP and Budget Development and Maintenance Fiscal Audits Legislative Program Agency Administration and Support Legislative Advocacy Census Data Center 2011/2012 WORK ELEMENT PRODUCT SCHEDULE - Estimated Status INCEPTION DATE COMPLETION DATE CARRIED OVER FROM FY 10/11 CONSULTANT SLOCOG STAFF ESTIMATED STATUS 7/1/2011 5/31/2012 Yes No Yes Completed Presentation, meeting, and workshop notes 11/1/2011 6/1/2012 Yes No Yes Completed Enhanced public participation tools and techniques 11/1/2011 2/28/2012 Yes No Yes Completed Improved performance measurements 10/1/2011 3/15/2012 Yes No Yes Completed Ongoing monitoring of GHG and other outcomes 11/15/2011 3/15/2012 Yes No Yes Completed Report regarding participation in joint/multi-region effort to develop planning tools, expand data, techniques, etc. 7/16/2011 4/30/2012 Yes No Yes Completed Prepare, catalog of integrated information regarding natural resources service capabilities and development capacities 8/1/2011 6/30/2012 Yes No Yes Carryover with LAFCO Improved CEQA and permit streamlining options 9/1/2011 6/30/2012 Yes No Yes Carryover Economic Development Strategy components integrated in the SCS 7/1/2011 6/30/2012 Yes No Yes Carryover Public outreach for issue discussion 9/1/2011 6/30/2012 Yes No Yes Carryover Report discussing fiscal impacts of strategic growth based vs. business-as-usual development 10/1/2011 6/30/2012 Yes No Yes Carryover Meetings with stakeholder and partner jurisdictions 8/1/2011 6/30/2012 Yes No Yes Carryover Bi-monthly financial reports bi-monthly 6/30/2012 No No Yes Completed OWP budget amendments 7/1/2011 4/30/2012 No No Yes Completed Progress and financial reports Quarterly No No Yes Completed Draft 2012/13 OWP 12/1/2011 2/28/2012 No No Yes Completed Final 2012/13 OWP 4/1/2012 5/31/2012 No No Yes Completed Draft GPFS 12/1/ /31/2011 No Yes Yes Completed Final GPFS 12/31/2011 3/31/2011 No Yes Yes Completed Staff report to the Board 1/1/2012 3/31/2012 No Yes Yes Completed Transmit GPFS to the state 1/1/2012 3/31/2012 No No Yes Completed Annual State and Federal Legislative program 11/1/2011 2/28/2012 No No Yes Completed Board reports (2 to 3) on draft legislation 7/1/2011 6/1/2012 No No Yes Completed Year end Legislative Report 12/1/2011 1/31/2012 No No Yes Completed Agendas, Minutes, and staff reports Ongoing No No Yes Completed Progress Reports Quarterly No No Yes Completed Funding Agreements As needed Yes No Yes Completed Letters to legislators 7/1/2011 6/30/2012 No No Yes Completed Annual trip to Sacramento to meet legislators 7/1/2011 6/30/2012 No No Yes Completed Report(s) of socio demographics of the characteristics of the population Ongoing No No Yes Ongoing Comprehensive plan to analyze & geocode census data 7/1/2011 6/30/2012 No No Yes Completed OWP-97

98 VI. INDIRECT COST PLAN 2012/2013 SAN LUIS OBISPO COUNCIL OF GOVERNMENTS (SLOCOG) INDIRECT COST PLAN The indirect cost rate contained herein is for use on grants, contracts, and other agreements with the Federal Government and California Department of Transportation (Department), subject to the conditions in Section II. This rate was prepared by the San Luis Obispo Council of Governments (SLOCOG) and accepted by the Department. Section I: Rates Rate Type Effective Period Rate* Applicable To Fixed with carry-forward through % All Programs *Base: Total Direct Salaries and Wages plus fringe benefits Section II: General Provisions A. Limitations: The rate in this Agreement is subject to any statutory or administrative limitations and applies to a given grant, contract, or other agreement only to the extent that funds are available. Acceptance of the rate is subject to the following conditions: (1) Only costs incurred by the organization were included in its indirect cost pool as finally accepted: such costs are legal obligations of the organization and are allowable under the governing cost principles; (2) The same costs that have been treated as indirect costs are not claimed as direct costs; (3) Similar types of costs have been accorded consistent accounting treatment; (4) The information provided by the organization which was used to establish the rate is not later found to be materially incomplete or inaccurate by the Federal Government or the Department. In such situations the rate would be subject to renegotiation at the discretion of the Federal Government or the Department; (5) Prior actual costs used in the calculation of the approved rate are contained in the grantees' Single Audit, which was prepared in accordance with OMB A-133. If a Single Audit is not required to be performed, then audited financial statements should be used to support the prior actual costs; and (6) This rate is based on an estimate of the costs to be incurred during the period. B. Accounting Changes: This Agreement is based on the accounting system purported by the organization to be in effect during the Agreement period. Changes to the method of accounting for costs, which affect the amount of reimbursement resulting from the use of this Agreement, require prior approval of the authorized representative of the cognizant agency. Such changes include, but are not limited to, changes in the charging of a particular type of cost from indirect to direct. Failure to obtain approval may result in cost disallowances. C. Fixed Rate with Carry Forward: The fixed rate used in this Agreement is based on an estimate of the costs for the period covered by the rate. When the actual costs for this period are determined either by the grantee s Single Audit or if a Single Audit is not required, then by the grantee s audited financial statements any differences between the application of the fixed rate and actual costs will result in an over or under recovery of costs. The over or under recovery will be carried forward, as an adjustment to the calculation of the indirect cost rate, to the second fiscal year subsequent to the fiscal year covered by this plan. OWP-98

99 D. Audit Adjustments: Immaterial adjustments resulting from the audit of information contained in this plan shall be compensated for in the subsequent indirect cost plans approved after the date of the audit adjustment. Material audit adjustments will require reimbursement from the grantee. E. Record Retention: The proposal and all related documentation must be retained for audit in accordance with the record retention requirements of the State or Federal agreements for which the indirect rate will be billed or for three years after the fiscal year for which the rate is calculated, whichever is longer. F. Use by Other Federal Agencies: Authority to accept this agreement by the Department has been delegated by the Federal Highway Administration, California Division. The purpose of this acceptance is to permit subject local government to bill indirect costs to Title 23 funded projects administered by the Federal Department of Transportation (DOT). This acceptance does not apply to any grants, contracts, projects, or programs for which DOT is not the cognizant Federal agency. The acceptance will also be used by Caltrans in State-only funded projects. G. Other: If any Federal contract, grant, or other agreement is reimbursing indirect costs by a means other than the accepted rate in this Agreement, the organization should (1) credit such costs to the affected programs, and (2) apply the approved rate(s) to the appropriate base to identify the proper amount of indirect costs allocable to these programs. H. Rate Calculation: FY 2012/2013 Budget Indirect Costs: $752,679 Carry Forward from FY 2010/11 63,056 Budgeted FY 2012/2013 Indirect Costs $815,735 FY 2011/2012 Budgeted Direct Salaries & Wages $1,525,505 Fiscal Year 2011/2012 Indirect Cost Rate 53.47% OWP-99

100 CERTIFICATION OF INDIRECT COSTS: This is to certify that I, Ronald L. De Carli, have reviewed the indirect cost rate proposal submitted herewith and to the best of my knowledge and belief: (1) All costs included in this proposal to establish billing or final indirect costs rates for fiscal year 2011/2012 (July 1, 2011 to June 30, 2012) are allowable in accordance with the requirements of the Federal and State award(s) to which they apply and 2 Code of Federal Regulations (CFR), Part 225, Cost Principles for State, Local, and Indian Tribal Governments. Unallowable costs have been adjusted for in allocating costs as indicated in the cost allocation plan. (2) All costs included in this proposal are properly allocable to Federal and State awards on the basis of a beneficial or causal relationship between the expenses incurred and the agreements to which they are allocated in accordance with applicable requirements. Further, the same costs that have been treated as indirect costs have not been claimed as direct costs. Similar types of costs have been accounted for consistently and the Federal Government and the Department will be notified of any accounting changes that would affect the final rate. (3) Additionally, I understand that in accordance with 2 CFR, Part 225, Appendix E, Section E.4, refunds shall be made if proposal are later found to have included costs that are unallowable as specified by law or regulation, as identified in Appendix B to this part, or by the terms and conditions of Federal and State aware, or are unallowable because they are clearly not allocable to Federal or State awards. These adjustments or refunds will be made regardless of the type of rate negotiated (predetermined, final, fixed or provisional). I acknowledge as a representative of SLOCOG that the proper use and application of the indirect rate contained in this indirect cost rate proposal is the responsibility of SLOCOG and such use may be subject to audit by the Department for Federal Highway Administration. Failure to cooperate with an audit can result in the withdrawal of Department acceptance and require immediate reimbursement of previously reimbursed indirect costs. I declare that the foregoing is true and correct. Governmental Unit: San Luis Obispo Council of Governments Signature Approved and Submitted by Name: Ronald L. De Carli Title: Executive Director Signature Prepared by: Name: Sue Hall Title: Administrative Services Officer Date of Execution: Phone: (805) INDIRECT COST SUBMISSION ACCEPTANCE The Department has received this ICAP/ICRP and accepts the plan for billing and reimbursement purposes. Signature OWP-100

101 Accepted by: NAME Position: Date: Phone Number OWP-101

102 SAN LUIS OBISPO COUNCIL OF GOVERNMENTS 2012/2013 INDIRECT COST ALLOCATION PLAN DETAIL Direct Indirect Unallowable Total Description Expenses Reference Expenses Reference Expenses Reference Expenses Reference Salaries 1,525, ,407 20,187 Legislative Advocacy & Census Data Center 2,129,100 Line Item Budget Page 1 - Line 6 TOTAL SALARIES 1,525, ,407 20,187 2,129,100 Services and Supplies Advertising Services-Rideshare Marketing 61,000 Direct (Rideshare) 0 None 0 None 61,000 Line Item Budget Page 1 - Line 8 Advertising Services-Rideshare Marketing - Safe Routes to School 14,600 Direct (Rideshare) 0 None 0 None 14,600 Line Item Budget Page 1 - Line 10 Advertising Services-Rideshare Marketing - Mobility Management 35,380 Direct (Rideshare) 0 None 0 None 35,380 Line Item Budget Page 1 - Line 11 Advertising Services-Rideshare Marketing - New Freedom 20,000 Direct (Rideshare) 0 None 0 None 20,000 Line Item Budget Page 1 - Line 12 Billings by Non-Govt Agency - Guaranteed Ride Home 6,000 Direct (Rideshare) 0 None 0 None 6,000 Line Item Budget Page 1 - Line 13 Billings by Non-Govt Agency - Local funds- Conference Sponsorships 0 None 0 None 6,500 Sponsorships 6,500 Line Item Budget Page 1 - Line 14 Car Rentals - (Rentals & Fun Ride Rentals) 0 None 0 None 7,570 Local funds- Travel 7,570 Line Item Budget Page 1 - Line 15 Common Carrier Charges (Airlines) 0 None 0 None 4,320 Local funds- Travel 4,320 Line Item Budget Page 1 - Line 17 Computer Software - Peripherals Direct (3300 & & Supplies 4, ) 0 None 0 None 4,891 Line Item Budget Page 1 - Line 18 Copying 300 Direct (7100) 3,400 Indirect 0 None 3,700 Line Item Budget Page 1 - Line 19 Dues & Subscriptions 25 Direct (Rideshare) 1,125 Indirect 0 None 1,150 Line Item Budget Page 1 - Line 21 Food - Board & Advisory Committee Support 0 None 0 None Local funds- 4,000 Food 4,000 Line Item Budget Page 1 - Line 22 Gas & Oil (SLOCOG vehicle) 0 None 1,000 Indirect 0 None 1,000 Line Item Budget Page 1 - Line 23 Household Expense - Janitorial 0 None 3,687 Indirect 0 None 3,687 Line Item Budget Page 1 - Line 24 Insurance - Liability 1,000 Direct (8300) 9,000 Indirect 0 None 10,000 Line Item Budget Page 1 - Line 25 Maintenance - Vehicle 0 None 2,000 Indirect 0 None 2,000 Line Item Budget Page 1 - Line 26 Maintenance - Other 0 None 0 None 0 None 0 Maintenance - Equipment 0 None 850 Indirect 0 None 850 Line Item Budget Page 1 - Line 28 Maintenance - Structures/Impr/Grounds 0 None 11,200 Indirect 0 None 11,200 Line Item Budget Page 1 - Line 29 Direct (2100, 3100, 6200 & Local Funds- Memberships 6,375 Rideshare) 1, ,175 Lobbying 12,050 Line Item Budget Page 1 - Line 30 Mileage Reimb-Co Employee 685 Direct (Rideshare) 0 None 3,883 Local Funds- Mileage 4,568 Line Item Budget Page 1 - Line 31 Office Expenses - Supplies 0 Direct (Rideshare) 14,000 Indirect 0 None 14,000 Line Item Budget Page 1 - Line 32 Local funds- Other Minor Equipment 0 None 0 None 12,000 Capital 12,000 Line Item Budget Page 1 - Line 33 Other Prof & Special Svc - Payroll Services; admin cost of 125 plan 1,340 Direct (Rideshare) 8,660 Indirect 0 None 10,000 Line Item Budget Page 1 - Line 34 Other Purch Svc-Co Agency - Co Services - TDA Admin 7,706 Direct (1100) 0 None 0 None 7,706 Line Item Budget Page 1 - Line 35 Other Purch Svc-Co Agency - Co Services - Auditor 0 None 4,584 Indirect 0 None 4,584 Line Item Budget Page 1 - Line 36 Outside Legal Counsel Srv (Co Services) - Legal 3,200 Direct (6200) 7,500 Indirect 0 None 10,700 Line Item Budget Page 1 - Line 37 Direct (Rideshare, 1100, 2100, 6200, Postage/Delivery 1, & 8100) 0 Indirect 0 None 1,000 Linda Item Budget Page 1 - Line 38 Publication & Legal Notices - Public Notices/Special Advertising 4,250 Direct (1100, 2100, 8100 & 8200) 400 Indirect 0 None 4,650 Line Item Budget Page 1 - Line 39 Registration, Seminar, Training Local funds- Fee (Classes/Seminars) 0 None 3,530 Indirect 2,150 Lobbying 5,680 Line Item Budget Page 1 - Line 40 Rental Lease Costs - Blds (Mini- Storage) 0 None 2,652 Indirect 0 None 2,652 Line Item Budget Page 1 - Line 41 Rents & Leases - Equipment (Copier) 0 None 14,000 Indirect 0 None 14,000 Line Item Budget Page 1 - Line 42 Local funds- Plaques, awards, misc Special Dept Expenses 50,000 Rideshare 0 None 8,240 expenses 58,240 Line Item Budget Page 1 - Line 43 Telephone/Communications 0 None 18,205 Indirect 0 None 18,205 Line Item Budget Page 1 - Line 44 Local funds- Travel Expenses 0 None 0 None 19,506 Travel 19,506 Line Item Budget Page 1 - Line 45 OWP-102

103 Utilities - Electricity 0 None 8,000 Indirect 0 None 8,000 Line Item Budget Page 1 - Line 46 Utilities - Gas 0 None 840 Indirect 0 None 840 Line Item Budget Page 1 - Line 47 Utilities - Other (Trash pick up) 0 None 300 Indirect 0 None 300 Line Item Budget Page 1 - Line 48 Utilities - Water 0 None 1,200 Indirect 0 None 1,200 Line Item Budget Page 1 - Line 49 Workshop Expense - Community Outreach, Transportation, Meeting Facilities, Steering Committee, Meeting Supplies & Rental of Ecointeractive 13,500 Direct 0 None 0 None 13,500 Line Item Budget Page 1 - Line 50 Inter-Dept Chgs-MCA - ITD Voice (SLO Co) 0 None 80 Indirect 0 None 80 Line Item Budget Page 1 - Line 51 Inter-Dept Chgs-MCA - ITD Repro (Copy) (SLO Co) 4,550 Direct 200 Indirect 0 None 4,750 Line Item Budget Page 1 - Line 52 Inter-Dept Chgs-MCA - ITD Postage (SLO Co) 0 None 5,000 Indirect 0 None 5,000 Line Item Budget Page 1 - Line 53 Local funds- Building/ Loan Payment - Principal 0 None 0 None 26,361 Capital 26,361 Line Item Budget Page 1 - Line 54 Loan payment - Interest 0 None 46,359 Indirect 0 None 46,359 Line Item Budget Page 1 - Line 55 Contingency 0 None 0 None 20,000 Unallowable 20,000 Line Item Budget Page 1 - Line 56 TOTAL SERVICES/SUPPLIES 235, , , ,779 Line Item Budget Page 1 - Line 57 CARRY-FORWARD INDIRECT COSTS 63,056 63,056 Line Item Budget Page 2 - Line 2 TOTAL SPECIAL/CAPITAL PROGRAMS 341,755 Capital 341,755 Line Item Budget Page 2 - Line 9 TOTAL PROF. SERVICES 0 1,420,584 1,420,584 Line Item Budget Page 2 - Line 50 TOTAL CAPITAL PURCHASE/ RESERVE 0 33,429 Capital 33,429 Line Item Budget Page 2 - Line 54 TOTAL IN-KIND SERVICES 0 0 Line Item Budget Page 2 - Line 57 TOTAL EXPENSES 1,761, ,679 1,997,716 4,511,703 Line Item Budget Page 2 - Line 58 INDIRECT COST RATE CALCULATION INDIRECT COSTS (UNADJUSTED) = CARRY FORWARD (SEE ATTACHED) = ADJUSTED INDIRECT COSTS (AIC) = DIRECT SALARIES (DS) = AIC/DS = 2012/2013 INDIRECT COST RATE: $752,679 63,056 $815,735 $1,525, % FY 2012/2013 INDIRECT COST FY 12/13 INDIRECT COST CARRY-FORWARD COMPUTATION FOR FY 10/11 Actual FY Actual FY Estimated FY 2010/2011 Reference 2011/ /2013 Reference APPROVED ICAP RATE 39.08% FY 10/11 approved ICAP rate 63,056 FY 10/11 carryforward from ICAP rate detail page OWP- 752, (above) Beginning Carryforward (FY 10/11) -74,053 FY 10/11 approved ICAP 815,736 Actual cost detail from page 43 of SLOCOG Financial Actual Indirect Costs Statements Years Ended June 704,155 30, 2010 from ICAP rate detail page OWP- 1,525, (above) Total Indirect Costs 630,102 Actual Direct Salaries & Fringe Benefits 1,450,987 CAFR pg 43 Approved Rate 39.08% FY 10/11 approved ICAP rate FY 12/13 Calculated ICAP Rate Recovered Indirect Costs (approved rate x actual base) 567,046 (Total Indirect costs / Actual Direct 53.47% Salaries & Fringe Benefits) Ending Carryforward (Total Indirect Costs - Recovered Indirect Costs) To FY 11/12 rate calculation - 63,056 To page OWP-98 & OWP-102 OWP-103

104 VII. APPENDICES APPENDIX A: FHWA Metropolitan Transportation Planning Process Certification APPENDIX B: FTA Certifications and Assurances APPENDIX C: Information Elements APPENDIX D: Master Fund Transfer Agreement APPENDIX E: Planning Memorandum of Understanding Between SLOCOG and Caltrans APPENDIX F: Memorandums of Understanding between: SLOCOG and Transit Providers Central Urban Area North County Urban Area Santa Barbara County Association of Governments (SBCAG) OWP-104

105 APPENDIX A FHWA Metropolitan Transportation Planning Process Certification In accordance with 23 CFR and , Caltrans and San Luis Obispo Council of Governments, Metropolitan Planning Organization for the San Luis Obispo urbanized areas hereby certify that the transportation planning process is addressing the major issues in the metropolitan planning area and is being conducted in accordance with all applicable requirements of: I. 23 U.S.C. 134 and 135, 49 U.S.C through 5306 and 5323(1); as amended by the Safe, Accountable, Flexible, Efficient Transportation Equity Act: A Legacy for Users; II. Title VI of the Civil Rights Act of 1964 and the Title VI Assurance executed by California under 23 U.S.C. 324 and 29 U.S.C. 794; III. Section 1101(b) of the Transportation Equity Act for the 21 st Century (Pub. L Stat. 107) regarding the involvement of disadvantaged business enterprises in the FHWA and FTA funded projects (FR Vol. 64 No. 21, 49 CFR part 26); and IV. The provision of the Americans With Disabilities Act of 1990 (Pub. L , 104 Stat 327, as amended) and the U.S. DOT implementing regulations (49 CFR 27, 37 and 38). MPO Authorizing Signature Caltrans District Director Executive Director Title District Director Title Date Date OWP-105

106 APPENDIX B FTA CERTIFICATIONS AND ASSURANCES Federal Fiscal Year 2012 Certifications and Assurances for Federal Transit Administration Assistance Programs Name of Applicant: San Luis Obispo Council of Governments The Applicant agrees to comply with the applicable requirements of the following categories it has selected: Category Description 01. Assurances For Each Applicant. X 02. Lobbying. X 03. Procurement Compliance. _ 04. Protections for Private Providers of Public Transportation. _ 05. Public Hearing. X 06. Acquisition of Rolling Stock for Use in Revenue Services. _ 07. Acquisition of Capital Assets by Lease. _ 08. Bus Testing. _ 09. Charter Service Agreement. _ 10. School Transportation Agreement. _ 11. Demand Responsive Service. _ 12. Alcohol Misuse and Prohibited Drug Use. X 13. Interest and Other Financing Costs. _ 14. Intelligent Transportation Systems. X 15. Urbanized Area Formula Program. X 16. Clean Fuels Grant Program. _ 17. Elderly Individuals and Individuals with Disabilities Formula Program _ and Pilot Program. 18. Nonurbanized Area Formula Program for States. X 19. Job Access and Reverse Commute Program. X 20. New Freedom Program. X 21. Paul S. Sarbanes Transit in Parks Program. _ OWP-106

107 22. Tribal Transit Program _ 23. TIFIA Projects. _ 23. Deposits of Federal Financial Assistance to State Infrastructure Banks. _ OWP-107

108 FEDERAL FISCAL YEAR 2012 FTA CERTIFICATIONS AND ASSURANCES SIGNATURE PAGE (Required of all Applicants for FTA assistance and all FTA Grantees with an active capital or formula project) AFFIRMATION OF APPLICANT Name of Applicant: San Luis Obispo Council of Governments Name and Relationship of Authorized Representative: Ronald L. De Carli, Executive Director BY SIGNING BELOW, on behalf of the Applicant, I declare that the Applicant has duly authorized me to make these certifications and assurances and bind the Applicant s compliance. Thus, the Applicant agrees to comply with all Federal statutes and regulations, and follow applicable Federal directives, and comply with the certifications and assurances as indicated on the foregoing page applicable to each application it makes to the Federal Transit Administration (FTA) in Federal Fiscal Year FTA intends the certifications and assurances the Applicant selects on the other side of this document, as representative of the certifications and assurances this document, should apply, as provided, to each project for which the Applicant seeks now, or may later, seek FTA assistance during Federal Fiscal Year The Applicant affirms the truthfulness and accuracy of the certifications and assurances it has made in the statements submitted herein with this document and any other submission made to FTA, and acknowledges that the provisions of the Program Fraud Civil Remedies Act of 1986, 31 U.S.C et seq., as implementing U.S. DOT regulations, Program Fraud Civil Remedies, 49 CFR part 31 apply to any certification, assurance or submission made to FTA. The criminal fraud provisions of 18 U.S.C apply to any certification, assurance, or submission made in connection with a Federal public transportation program authorized in 49 U.S.C. chapter 53 or any other statute. In signing this document, I declare under penalties of perjury that the foregoing certifications and assurances, and any other statements made by me on behalf of the Applicant are true and correct. Signature: Date: Name: Ronald L. De Carli, Executive Director Authorized Representative of Applicant For: San Luis Obispo Council of Governments AFFIRMATION OF APPLICANT S ATTORNEY As the undersigned Attorney for the above named Applicant, I hereby affirm to the Applicant that it has authority under state and local law to make and comply with the certifications and assurances as indicated on the foregoing pages. I further affirm that, in my opinion, the certifications and assurances have been legally made and constitute legal and binding obligations on the Applicant. I further affirm to the Applicant that, to the best of my knowledge, there is no legislation or litigation pending or imminent that might adversely affect the validity of these certifications and assurances, or of the performance of the project. Signature: Date: Name: Timothy McNulty, Legal Counsel for Applicant OWP-108

109 California Department of Transportation Debarment and Suspension Certification for Fiscal Year 2012/2013 As required by U.S. DOT regulations on governmentwide Debarment and Suspension (Nonprocurement), 49 CFR : 1) The Applicant certifies, to the best of its knowledge and belief, that it and its contractors, subcontractors and subrecipients: a) Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal department or agency; b) Have not, within the three (3) year period preceding this certification, been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, state, or local) transaction or contract under a public transaction, violation of Federal or state antitrust statutes, or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property; c) Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (Federal, state, or local) with commission of any of the offenses listed in subparagraph (1)(b) of this certification; and d) Have not, within the three (3) year period preceding this certification, had one or more public transactions (Federal, state, and local) terminated for cause or default. 2) The Applicant also certifies that, if Applicant later becomes aware of any information contradicting the statements of paragraph (1) above, it will promptly provide that information to the State. 3) If the Applicant is unable to certify to all statements in paragraphs (1) and (2) of this certification, through those means available to Applicant, including the General Services Administration s Excluded Parties List System (EPLS), Applicant shall indicate so in its applications, or in the transmittal letter or message accompanying its annual certifications and assurances, and will provide a written explanation to the State. OWP-109

110 DEPARTMENT OF TRANSPORTATION DEBARMENT AND SUSPENSION CERTIFICATION FISCAL YEAR 2012/2013 SIGNATURE PAGE In signing this document, I declare under penalties of perjury that the foregoing certifications and assurances, and any other statements made by me on behalf of the Applicant are true and correct. Signature: Name: Ronald L. De Carli, Executive Director Date: As the undersigned Attorney for the above named Applicant, I hereby affirm to the Applicant that it has the authority under state and local law to make and comply with the certifications and assurances as indicated on the foregoing pages. I further affirm that, in my opinion, these certifications and assurances have been legally made and constitute legal and binding obligations of the Applicant. I further affirm to the Applicant that, to the best of my knowledge, there is no legislation or litigation pending or imminent that might adversely affect the validity of these certifications and assurances or of the performance of the described project. AFFIRMATION OF APPLICANT S ATTORNEY For San Luis Obispo Council of Governments (Name of Applicant) Signature: Date: Printed Name: Timothy McNulty Of Applicant s Attorney OWP-110

111 OWP-111

112 APPENDIX C INFORMATION ELEMENTS OWP-112

113 Information Element In accordance with the requirements of 23 CFR , the following is a list of planning activities for which transit agencies, cities, the County, and Caltrans are responsible within the MPO metropolitan planning area. AGENCY NAME OR JURISDICTION: CITY OF ARROYO GRANDE Activity Description El Campo Rd Interchange Environmental Determination MPO Work Element Number (if applicable) Funding Type 8200 To Be Determined Product(s) ND/EIR/EIS to be determined Work Performed by City Public Works and Private Consultant Due Date FSTIP Programming required? (Y/N) SIP Related Activity (Y/N) Comments TBD Y Y Costly project, no COG funds available currently. Arroyo Linda Specific Plan Brisco I/C PAED Arroyo Grande Bike/Ped Plan Traffic Model Update Housing Element Update Conservation / Circulation Element Update Courtland /Berry Gardens Specific Plan Amendment 4200 Developer Fees 7200/8300/ 5100 Trans. Fund, Sales Tax, RSHA Specific Plan City Planning Department EIR City / Consultant 6100/5100 RSHA Plan City/ Consultant 5400 Sales Tax Plan City/ Consultant 4200 General Fund General Plan Element, MND 4200/5100 General Fund General Plan Element, EIR 4200 Developer fees/general fund Specific Plan Amendment TBD N N On hold pending developer (depending on El Campo project) FY 13/14 N N PE&AD now, 2012 STIP Candidate project FY 2011 N N Should be completed by March 2012 FY 2012 N N To begin in 2012 City FY 2011 N N Should be completed in 1 st quarter of 2012 City FY 11/12 N N To begin in 12/13, will need full EIR City FY 11/12 N N 4.5 acres of commercial/mixeduse development OWP-113

114 Activity Description MPO Work Element Number (if applicable) Funding Type Product(s) Work Performed by Due Date FSTIP Programming required? (Y/N) SIP Related Activity (Y/N) Comments Hillcrest drive at City water tank property change industrial to Mulitfamily Castillo Del Mar Road East Cherry Avenue property change from Ag to residential 4200 GP + Code amendment 4200/8200/ 5100 Developer fees Construct Road City w/ partners: County, Lucia Mar School District GP + code amendment, tract map, planned unit development City FY 11/12 N N Various General Plan and Code changes at a City owned property FY 12/13 Y Y When county processes project, AG will need to review road project. Permanent Road dedication is happening in FY 10/11 (with school district). SLOCOG funded Bike Path in FY 10/11, being built City FY 11/12 N N OWP-114

115 Information Element In accordance with the requirements of 23 CFR , the following is a list of planning activities for which transit agencies, cities, the County, and Caltrans are responsible within the MPO metropolitan planning area. AGENCY NAME OR JURISDICTION: CITY OF ATASCADERO Activity Description MPO Work Element Number (if applicable) Funding Type Product(s) Work Performed by Due Date FSTIP Programming required? (Y/N) SIP Related Activity (Y/N) Comments North County Transit Study Atascadero Short Range Transit Plan Atascadero Transit Center Site Selection Study Atascadero Creek Pedestrian Bridge Downtown Streetscape, Phase III 2416 Federal 5307 Transit Study Consultant 2006 N N Federal Atascadero SRTP Consultant 2006 N N 2100 Federal 5307 Site Plan Consultant 2008 N N 6100 PSR N 6100 ARRA Jan 2011 Y N Lake Park, PNR lot Curbaril IC PNR log Wal Mart EIR Y N 5000 N N Project Applicant Specific Plan Consultant Feb 2010 (Draft EIR) N N OWP-115

116 Activity Description Bicycle Transportation Plan Bicycle Transportation Plan Housing Element Update Eagle Ranch Specific Plan & EIR MPO Work Element Number (if applicable) Funding Type City City City Project Applicant Product(s) Bike Plan Bike Plan Housing Element for Planning Period Annexation EIR, Specific Plan, Work Performed by City staff & volunteers City staff & volunteers Consultant Consultant Due Date Adopted Nov 2010 Adopted Nov 2010 To be adopted Jan 2011 EIR to start Jan 2011 Project to be completed Dec FSTIP Programming required? (Y/N) SIP Related Activity (Y/N) Comments OWP-116

117 Information Element In accordance with the requirements of 23 CFR , the following is a list of planning activities for which transit agencies, cities, the County, and Caltrans are responsible within the MPO metropolitan planning area. AGENCY NAME OR JURISDICTION: CITY OF GROVER BEACH Activity Description Downtown Project West Grand Avenue Enhancement Project 8 th to 11 th Streets Grover Beach Lodge & Conference Center Bicycle Master Plan MPO Work Element Number (if applicable) Funding Type 8200 Federal, State, Agency, Local 4200 Private, Agency State, Local Product(s) Street Enhancement Project: medians, street lights, street trees, signalization. 150 Room Hotel and Conference Center and enhancements to State park facilities. Bicycle Master Plan to direct future grant requests for bike improvements. Work Performed by Contractor, Consultant, City Staff Private Developer Consultant, City Staff Due Date FSTIP Programming required? (Y/N) SIP Related Activity (Y/N) Comments Ongoing No No Project partially completed (signalization and 1 median completed.) Construction documents have been prepared for medians. CEQA review completed. City approval expected in February LCP Amendment to be approved by Coastal Commission. Adopted January No No No No Completed. City will apply for grants in OWP-117

118 Activity Description West Grand Avenue Master (Design) Plan MPO Work Element Number (if applicable) Funding Type Agency Product(s) Master (Design) Plan to address public and private areas Work Performed by Consultant, City Staff Due Date Adopted January 2011 FSTIP Programming required? (Y/N) SIP Relate d Activit y (Y/N) Comments No No Completed. Train Station Expansion Project Longbranch Demonstration Project Land Use Element Update and Environment Impact Report State, Regional, Local Expand transit station to south and relocate bus drop off adjacent to depot RSHA Plan evaluated alternative designs and cost feasibility of pavement cost reductions Agency, City Land Use Element SLOCOG, Consultant, City Staff Consultant, City Staff Consultant, City Staff CEQA review completed. Anticipated approval February Plan approved. Adopted February No No No No First Phase completed in 2011 using a combination of Safe Routes to School, CDBG and local funds. No No Completed. West Grand Avenue Enhancement Project 2nd to 4 th Streets Federal, Agency, Local Street Enhancement Project: medians, street lights, street trees. Contractor, Consultant, City Staff Completed in November No No Completed. OWP-118

119 Multi-Purpose Trail Feasibility Study Housing Element Update 5000/ 6100 NA Regional, Local Agency, Local Feasibility study for City multi-purpose trail system to/through Pismo Beach. Update of the Housing Element Consultant, City Staff Consultant, City Staff Study completed. Adopted, November 2009 and Certified by the State. No No Completed. No No Completed. Local Coastal Plan Update NA Agency, Local Updates to Local Coastal Plan to comply with Coastal Act Consultant, City Staff West Grand Avenue Enhancement Project Beach to 5 th Street (excludes 2 nd to 4 th ) Grover Beach Lodge Federal, Agency, Local Street Enhancement Project: street lights, street trees, landscaped parkway, decorative paving Contractor, Consultant, City Staff Construct in 2013 No No South 13 th Street Sidewalk Project CDBG, Local Sidewalk construction Contractor, Consultant, City Staff Construct in Spring 2012 NO NO OWP-119

120 Information Element In accordance with the requirements of 23 CFR , the following is a list of planning activities for which transit agencies, cities, the County, and Caltrans are responsible within the MPO metropolitan planning area. AGENCY NAME OR JURISDICTION: CITY OF MORRO BAY Activity Description Circulation Element Update MPO Work Element Number (if applicable) Funding Type 4200 General Fund Product(s) Element Work Performed by City Planning Dept. Due Date 2012 FSTIP Programming required? (Y/N) N SIP Related Activity (Y/N) N Comments Project not certified at Coastal, project being revised per direction from Council GP Land-Use Element Update 4200 General Fund Element City Planning Dept N N Same as above Zoning Ordinance Parking Management Plan Subdivision Ordinance 4200 General Fund In-Lieu funds/ SLOCOG General Fund See the name Ordinance City Planning Dept. Consultant under contract 2012 N 2007 Y Y City Planning Dept N N N Same as above Plan complete Subdivision Ordinance complete. Adopted in 2007 Short Range Transit Plan 2210 FTA Funded Plan City Public Works Department 2012 N N 2007 plan completed OWP-120

121 NPDES Phase II Permit Urban Runoff Program 4200 General Fund NPDES Phase II Permit consultant contract City Public Works Department 2003 N 2003 permit completed OWP-121

122 Information Element In accordance with the requirements of 23 CFR , the following is a list of planning activities for which transit agencies, cities, the County, and Caltrans are responsible within the MPO metropolitan planning area. AGENCY NAME OR JURISDICTION: CITY OF PASO ROBLES Activity Description MPO Work Element Number (if applicable) Funding Type Product(s) Work Performed by Due Date FSTIP Programming required? (Y/N) SIP Related Activity (Y/N) Comments 46E/101 IC PAED/PSE 5200 State and local funds? Consultant 2010 Y Y Olsen/Beech wood Ranch- Specific Plan 4200 Local Specific Plan Consultant On Hold N N Chandler Ranch Specific Plan 4200 Local Specific Plan Consultant On Hold N N Union Rd PSR 5200 Local PSR Consultant N N Parrellel Route Study 5000 Local Study Consultant Complete N N Circulation Element 4200 Local Element Staff 3/30/111 N N OWP-122

123 Uptown/Town Centre Specific Plan 4200 Local Specific Plan Consultant 2010 N N OWP-123

124 Information Element In accordance with the requirements of 23 CFR , the following is a list of planning activities for which transit agencies, cities, the County, and Caltrans are responsible within the MPO metropolitan planning area. AGENCY NAME OR JURISDICTION: CITY OF PISMO BEACH Activity Description 1 Price Canyon application / future annexation and development 2 Downtown improvements, phase 2 MPO Work Element Number (if applicable) Funding Type Product(s) 4200 Developer Residential subdivision(s) 4200 TBD, City will seek grant funding Physical imps to streetscape and circulation downtown Work Performed by Due Date FSTIP Programming required? (Y/N) SIP Relate d Activit y (Y/N) Comments Consultant TBD N N Pending Developer Action Consultant Ongoing N N To follow completion of current improvements underway 3 Army Corp. of Engineers Bluff Stabilization Study 4 Pismo Lake Parking Lot and observation area 5 Complete Streets Plan for Class I trail entire length of the City SHA Study Document City and Consultant 4200 City Park Development fund and grants General fund and Caltrans Transportatio n Planning grant Parking facility, staging area for trails (subject to completion of State Parks plan for Pismo Lake) Master Plan for Class I bike trail. Consultant To Be Determi ned N N N N Provide opp ty for access to reserve for recreational use Consultant 2012 N Y Will be used as the basis for future grant applications for capital improvements. Work will commence in 2012 OWP-124

125 Information Element In accordance with the requirements of 23 CFR , the following is a list of planning activities for which transit agencies, cities, the County, and Caltrans are responsible within the MPO metropolitan planning area. AGENCY NAME OR JURISDICTION: CITY OF SAN LUIS OBISPO Activity Description SR 101-Santa Rosa St. Interchange Operational Study (include nearby ramps) Los Osos Valley Road PSE Housing Element Update Orcutt Area Specific Plan and EIR Land Use and Circulation Elements Update MPO Work Element Number Funding Type 5200 Local/ Caltrans 4200 Local/ Regional Local 4200 Property owners Local Product(s) Operational Study for Ramp Changes & Closures Work Performed by Due Date FSTIP Programming required? (Y/N) SIP Related Activity (Y/N) Comments Caltrans 2007 N N Study completed. Operational improvements, left turn channelization at Olive St. PSR completed. Constr. funding delayed by CTC. PS&E 60% complete. Litigation between Caltrans and property owner pending. PSE anticipated complete December 2012 City Staff 2009 N N Certified by HCD July PSR Consultant 2007 N N General Plan Housing Element Specific Plan and EIR General Plan Land Use and Circulation Elements, Circulation Model upgrade and EIR City Staff/ Consultant City Staff / Consultants 2010 N N Plan adopted March City-sponsored annexation completed Grant funding secured. Consultant team selected. Update kick-off in March OWP-125

126 South Broad Street Corridor Plan Highway 1 Major Investment Study Short Range Transit Plan Bicycle Transportation Plan Climate Action Plan Airport Area Specific Plan Update/ Chevron Remediation and Redevelopme nt Project Local / Caltrans Area plan for neighborhood RSHA MIS City Staff/Consul tants Fed/TDA Short Range Transit Plan City Staff 2011 N N Plan in process of revision. Planning Commission will review revised draft in March Environmental Review will occur as part of LUE update. City Staff/Consul tants 2010 Study adopted Plan update adopted in Local Bike Plan City Staff 2012 Plan update in process. Adoption anticipated December 2012 Local / EECBG Local / Applicant Strategies for reducing greenhouse gas emissions Update accommodate 803,000 sq ft of business park, commercial service & other uses on Chevron property once contamination is addressed. City Staff / Consultant City Staff / Consultant 2011 Draft Plan is being revised in response to public comments and Planning Commission direction EIR in process. Chevron applied to both City and County so agencies are coleads in process. Admin Draft EIR is anticipated by Spring OWP-126

127 Information Element In accordance with the requirements of 23 CFR , the following is a list of planning activities for which transit agencies, cities, the County, and Caltrans are responsible within the MPO metropolitan planning area. AGENCY NAME OR JURISDICTION: SAN LUIS OBISPO COUNTY Activity Description Morro Bay Cayucos Bikeway Connector Old Creek Connection Bob Jones Pathway MPO Work Element Number (if applicable) Funding Type NSBP, TEA 21, SLO County Parks, RSTP (for PS&E), Scenic Byways (for Constructionpending) National Scenic Byways Program, RSHA, County Parks STIP, CDFG, SLO County Product(s) Preliminary Engineering and Environment al Documents, permits, PS&E and Construction Preliminary Engineering & Environment al Documents. Preliminary Engineering, Work Performed by SLO County Parks SLO County Parks SLO County Parks Due Date 06/30/ and /30/2010 & FTIP required? (Y/N) Y Y Y SIP Related Activity (Y/N) Y Y N Comments EIR certified by BOS on 10/19/10. Next steps: HWY I crossing at Old Creek Rd. Studies; Coastal Development Permit; NEPA review. Next Steps: Change project description to include NEPA for Morro Bay to Cayucos Connector and file extension for the Scenic Byways grant funds; HWY I crossing at Old Creek Rd. Studies; Coastal Development Permit; NEPA review. Currently preparing draft OWP-127

128 SLO to Ontario Road Avila to Harford Pier Path Cave Landing Trail Oceano Revitalization Plan Land Use and Circulation Plan San Miguel Community Plan Update Complete Communities Inventory Parks ~ PG&E CDFG- Unocal Mitigation Funds, RSTP, Coastal Conservancy Caltrans EJ Trasp. Plng. Grant Planning & Bldg budget Strategic Growth Council Grant Strategic Growth Council Grant NEPA/CEQA Documents, Permits Constraints Analysis PS&E, Permits, and Construction Plan for improved mobility Reorganized plan Land Use and Circ.Plan Infrastructure inventory for four towns SLO County Parks SLO County Parks SLO County / LGC 06/30/2011 EIR ~ 2011 ~ N SLO County 2012 N SLO County 2013 N SLO County and consultant Currently preparing constraints analysis and preliminary design. Next Steps: Permits, Complete Environmental Review; PS&E, Construction Contract docs expected in Feb 2012 This consolidates 13 area plans into one doc Public Review Draft in Summer Project started OWP-128

129 Information Element In accordance with the requirements of 23 CFR , the following is a list of planning activities for which transit agencies, cities, the County, and Caltrans are responsible within the MPO metropolitan planning area. AGENCY NAME OR JURISDICTION: TRANSIT Activity Description MPO Work Element Number Funding Type Product(s) Work Performed by Due Date FSTIP Programming required? (Y/N) STIP Related Activity (Y/N) Comments Performance Audits WE 1200 LTF from individual operators Four (4) 12/13 Triennial audits for Atascadero, Morro Bay, Paso Robles and South County Area Transit Consultant and SLOCOG 6/30/2013 N N Include follow up to 2012 recommendations for SLOCOG, Rideshare and Ride-On Agricultural Workers Vanpool Pilot Project Ride-On Transportation Short Range Transit Plan update WE 2100 Job Access Reverse Commute (5316) TBD Subject to 5304 grant funding award by Caltrans Continue to monitor and implement the program network of agricultural workers and vanpool drivers with Regional Rideshare involvement in the outreach Update the 2006 Short Range Transit Plan Agencies tied to Hispanicspeakers residents, workers and families- Department of Social Services. Growers and Wineries managers Consultant, SLOCOG and Ride-On Transportation 6/30/13 Y N Program continuation funding under JARC to be applied for another two years (winter 2012 cycle) 6/30/14 N N OWP-129

130 North Coast Transit Passenger Surveys Coordinated Transit Center Study- Continuation TBD Subject to 5304 grant funding award by Caltrans 2420 (carry over from 11/12) FTA 5307, TDA and RTA in kind services Perform on board passenger surveys, and boarding/alighting counts on all North Coast transit services Site environmental assessment and negotiations with property owners Consultant, RTA, City of Morro Bay, SLOCOG Consultant in coordination with SLOCOG, San Luis Obispo Transit and RTA 6/30/13 N N With the August 2011 North Coast re-structuring, there is no representative data on the new services 6/30/13 Y N Study continuation is subject to approval of 5307 funding by the Central Area UZA Bus Rapid Transit Planning Study 2115 (carry over from 11/12) FTA 5304 and STA local match Assess potential for BRT applications along the Highway 101 corridor Consultant in coordination with SLOCOG and BRT Study Committee 6/30/13 N N Transit Planning Internship 2110 (carry over from 11/12) FTA 5304 and STA local match Update VMT reduction survey from fall 2010 for the 2013/14 STA programming Planning interns and surveyors with SLOCOG staff supervision 2/15/2013 N N Other internship activities to cover the update to transit services profile Park and Ride Lot Improvements WE 3100 RSHA PA&ED PS&E ROW Various Agencies Ongoing N N (projects may be included) Implement Cambria and Nipomo and expand San Miguel Park-and- Ride lot. OWP-130

131 Information Element In accordance with the requirements of 23 CFR , the following is a list of planning activities for which transit agencies, cities, the County, and Caltrans are responsible within the MPO metropolitan planning area. AGENCY NAME OR JURISDICTION: CALTRANS Activity Description Regional Planning 1000 Transit Regional Planning/ Community Planning/ Travel Forecasting & Modeling Regional Planning MPO Work Element Number (if applicable) 2100, 2150, 2211, 2213, 2215, 2300, 2310, 2400, Funding Type Product(s) Work Performed by TDA FTA 5303, 5307, 5310, 5311, 5311(f), 5305, 3037 (JARC) State/Federal Address Unmet Needs Hearings Technical Assistance Transit Planning Technical Assistance Contract Administratio n Meetings RTP, CTP, DSMP, TSDP,Techni cal Assistance Meetings, TTAC, Hearings, Committees 6000 State/Federal Rail Planning Technical Assistance Meetings Caltrans Caltrans Caltrans Caltrans Due Date Ongoing Ongoing Ongoing Ongoing FSTIP Programmin g required? (Y/N) SIP Related Activity (Y/N) N N N N N N N N Comments OWP-131

132 Activity Description Regional Planning/ Travel Forecasting & Modeling Advance Planning/ System Planning Advance Planning/ System Planning IGR, Programming MPO Work Element Number (if applicable) 9300 Funding Type Product(s) Work Performed by State/Federal Blueprint Planning grant regional model assist. Technical assistance 3000 State/Federal ITS Technical Assistance Meetings ITMS, CTIS 5000 State/Federal Corridor Studies, CSMP, CMIA, ARRA, TCRs, ITSP, TPs, PIDS, PSRs, PSSRs 5000, 8000 State/Federal IGR Programming ITIP, SHOPP, Minor A & B Projects, CTIPS Caltrans Due Date Ongoing FSTIP Programming required? (Y/N) SIP Related Activity (Y/N) Y Y Caltrans Ongoing N Y Caltrans Ongoing Y Y Caltrans Ongoing N N Comments OWP-132

133 APPENDIX D Master Fund Transfer Agreement OWP-133

134 OWP-134

135 OWP-135

136 OWP-136

137 OWP-137

138 OWP-138

139 OWP-139

140 OWP-140

141 OWP-141

142 OWP-142

143 OWP-143

144 OWP-144

145 OWP-145

146 OWP-146

147 OWP-147

148 OWP-148

149 OWP-149

150 OWP-150

151 OWP-151

152 OWP-152

153 OWP-153

154 OWP-154

155 OWP-155

156 OWP-156

157 APPENDIX E OWP-157

158 OWP-158

159 OWP-159

160 OWP-160

161 OWP-161

162 OWP-162

163 OWP-163

164 OWP-164

165 OWP-165

166 OWP-166

167 OWP-167

168 OWP-168

169 OWP-169

170 APPENDIX F Memorandums of Understanding between SLOCOG and Transit Providers Central Urban Area SLOCOG, SLO City, and SLORTA North County Urban Area Santa Barbara County Association of Governments (SBCAG) OWP-170

171 OWP-171

172 OWP-172

173 OWP-173

174 OWP-174

175 OWP-175

176 OWP-176

177 OWP-177

178 OWP-178

179 OWP-179

180 OWP-180

181 OWP-181

182 OWP-182

183 OWP-183

184 OWP-184

185 OWP-185

186 OWP-186

187 OWP-187

188 OWP-188

189 OWP-189

190 OWP-190