HomeMy WebLinkAboutMINUTES - 09102013 - SD.6RECOMMENDATION(S):
APPROVE and AUTHORIZE the Chair of the Board of Supervisors to execute the Third Amendment to Joint
Exercise of Powers Agreement for East Contra Costa Regional Fee and Financing Authority substantially in the form
attached, subject to any non-substantive changes.
FISCAL IMPACT:
None to the General Fund. All costs associated with implementing the Joint Exercise of Powers Agreement are
funded by developer fees.
BACKGROUND:
On June 4, 2013, the Board of Supervisors considered a report on options for resolving a dispute over the Regional
Transportation Mitigation Program (RTMP) for the East County region. The Measure J Transportation Improvement
and Growth Management Program, approved by the voters of Contra Costa in 2004, requires that all transportation
planning regions[ 1] in the County develop a RTMP that establishes fees, exactions, assessments, or other mitigation
measures to fund regional transportation improvements to mitigate the impact of planned development. Jurisdictions
in the East County region met the RTMP requirement through membership in the East Contra Costa Regional Fee
and Financing Authority (ECCRFFA). The dispute arose when the City of Pittsburg withdrew from ECCRFFA in
2010.
At the June 4th meeting, your Board supported proceeding with "Option 1" for resolving the dispute. Option 1, which
was described in the June 4th report, called for the City of Pittsburg to rejoin ECCRFFA as a fully-participating
member. Subsequently, the TRANSPLAN Committee (the transportation planning entity for the East County region)
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 09/10/2013 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: Steven Goetz
925-674-7830
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board
of Supervisors on the date shown.
ATTESTED: September 10, 2013
David Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: Steve Kowalewski, John Cunningham, David Schmidt
SD. 6
To:Board of Supervisors
From:Catherine Kutsuris, Conservation and Development Director
Date:September 10, 2013
Contra
Costa
County
Subject:Third Amendment to Joint Exercise of Powers Agreement for East Contra Costa Regional Fee and Financing
Authority
directed their staff to prepare an agreement consistent with Option 1 for review and approval by the local jurisdictions.
The finalized agreement to resolve the dispute includes three documents (see attachments), which will be referred to
collectively as the Third Amendment to the Joint Exercise of Powers Agreement (JEPA). These documents are the
following:
(1)
BACKGROUND: (CONT'D)
THIRD AMENDMENT TO JOINT EXERCISE OF POWERS AGREEMENT FOR EAST CONTRA COSTA
REGIONAL FEE AND FINANCING AUTHORITY
(2) Attachment 1: “IMPLEMENTATION OF REGIONAL TRANSPORTATION-DEVELOPMENT IMPACT
MITIGATION (RTDIM) FEE PROGRAM,”
(3) Attachment 2 “PROJECTS; FUNDING COMMITMENTS AND ELIGIBLE COSTS; IMPLEMENTATION
SCHEDULE.”
The Third Amendment to the JEPA would make to the following changes to ECCRFFA:
1. Extends the JEPA termination date to 12/31/2030. (Present language provides that the JEPA continues in force
until terminated by a supplemental agreement of the parties);
2. Prohibits a member from withdrawing prior to the 12/31/2030 termination date. (Present language allows a
party to withdraw from ECCRFFA upon 60 days' written notice);
3. Re-admits Pittsburg to ECCRFFA. (Pittsburg ceased to be a member upon its purported withdrawal on
9/7/2010);
4. Sets more detailed priorities for ECCRFFA projects and establishes limitations on changing those priorities.
This is described in Attachment 2 “PROJECTS; FUNDING COMMITMENTS AND ELIGIBLE COSTS:
IMPLEMENTATION SCHEDULE,” Section E “Project Funding and Priorities.” (The current JEPA only
mentions the State Route 4 Bypass as a funding priority.);
5. Allows members to appoint alternates to the Authority Board. (Present language allows each member to appoint
one member to the ECCRFFA Board and is silent about the appointment of alternates); and
6. Provides for fee equalization between Pittsburg and the other ECCRFFA members between now and
12/31/2014. Some fees (commercial, office, and industrial fees and residential fees not covered by pre-existing
MOUs) will be equalized immediately. The remaining fees (residential fees covered by pre-existing MOUs) will
achieve parity as of 12/31/2014. Due to the difference in fees collected by Pittsburg and the other ECCRFFA
members from 9/7/2010 to 12/31/2014, it is necessary to put in place a procedure that ensures the payment by
Pittsburg of any potential shortfall in the fees collected by Pittsburg. This procedure is described in Attachment 1
“IMPLEMENTATION OF REGIONAL TRANSPORTATION-DEVELOPMENT IMPACT MITIGATION (RTDIM)
FEE PROGRAM.”
County staff recommends that the Board of Supervisors approve the Third Amendment to the JEPA for the
County and authorize the Board Chair to sign it substantially in the form attached, subject to any non-substantive
changes.
This JEPA amendment will take effect only if approved by Pittsburg and the other ECCRFFA members (the
County and the Cities of Antioch, Brentwood, and Oakley). County Counsel, acting as ECCRFFA attorney, has
approved the JEPA amendment as to its form.
On August 19, 2013, the Pittsburg City Council approved a resolution approving the Third Amendment to the
JEPA and authorized the City Manager and the Council's TRANSPLAN representative to finalize the execution
of the amendment. This resolution is attached to this report as City of Pittsburg Resolution Re: ECCRFFA JEPA
[8-19-13]. The City Council's approval is subject to the following conditions:
• ECCRFFA and TRANSPLAN to provide written concurrence and support for the Contra Costa Transportation
Authority's (Authority) approval that Pittsburg is participating in an RTMP that fulfills the requirements of the
Measure J Growth Management Program and therefore is eligible to receive previously withheld and future
Measure J Return-to-Source funds; and
• All other ECCRFFA members agreeing to the JEPA amendment and its attachments.
While these conditions do not substantively affect the JEPA amendment, TRANSPLAN only has authority to
determine Pittsburg’s compliance with the RTMP for the East County region. While TRANSPLAN can support
Pittsburg’s application to receive previously-withheld and future Measure J Return to Source funds, the actual
decision on release of those funds must be made by the Contra Costa Transportation Authority (CCTA).
Other JEPA amendment approvals are scheduled as follows:
Other JEPA amendment approvals are scheduled as follows:
• City of Brentwood - 8/27/13 - approved
• City of Oakley - 9/10/13
• City of Antioch - (to be determined)
• ECCRFFA - (to be determined)
Notes:
[1]
• West County region (WCCTAC-West Contra Costa Transportation Advisory Committee)
• Central County region (TRANSPAC-Transportation Partnership and Cooperation)
• Southwest region (SWAT Committee-Southwest Area Transportation Committee)
• East County region (TRANSPLAN Committee)
CONSEQUENCE OF NEGATIVE ACTION:
If the Board of Supervisors does not approve the JEPA Amendment, Pittsburg will not be able to rejoin
ECCRFFA and the dispute over the regional transportation mitigation program for the East County region will
remain unresolved.
CHILDREN'S IMPACT STATEMENT:
None.
ATTACHMENTS
THIRD AMENDMENT TO JOINT EXERCISE OF POWERS AGREEMENT FOR EAST CONTRA COSTA
REGIONAL FEE AND FINANCING AUTHORITY
Attachment 1: IMPLEMENTATION OF REGIONAL TRANSPORTATION-DEVELOPMENT IMPACT
MITIGATION (RTDIM) FEE PROGRAM
Attachment 2: PROJECTS; FUNDING COMMITMENTS AND ELIGIBLE COSTS; IMPLEMENTATION
SCHEDULE
City of Pittsburg Resolution Re: ECCRFFA JEPA (8-19-13)
Page 1 of 4
THIRD AMENDMENT TO JOINT EXERCISE
OF POWERS AGREEMENT FOR EAST
CONTRA COSTA REGIONAL FEE AND
FINANCING AUTHORITY
1. EFFECTIVE DATE AND PARTIES
Effective September , 2013, the CITY OF ANTIOCH, a municipal corporation
duly organized and existing under the laws of the State of California (“Antioch”), the
CITY OF BRENTWOOD, a municipal corporation duly organized and existing under the
laws of the State of California (“Brentwood”), the CITY of OAKLEY, a municipal
corporation duly organized and existing under the laws of the State of California
(“Oakley”), the CITY OF PITTSBURG, a municipal corporation duly organized and
existing under the laws of the State of California (“Pittsburg”), and the COUNTY OF
CONTRA COSTA, a political subdivision of the State of California (the “County”),
mutually agree as follows:
2. PURPOSE
Effective August 9, 1994, Antioch, Brentwood, Pittsburg, and the County formed the
East Contra Costa Regional Fee and Financing Authority (ECCRFFA), a separate joint
powers agency, by entering into a written agreement entitled “EAST CONTRA COSTA
REGIONAL FEE AND FINANCING AUTHORITY JOINT EXERCISE OF POWERS
AGREEMENT” (referred to as the “Agreement”). ECCRFFA was formed to assist in
establishing and administering a uniform regional development fee program and in
funding and implementing regional road improvement projects in the East County area.
The Agreement has previously been amended as follows: First Amendment dated
October 4, 1999 (added Oakley as additional party) and Second Amendment dated July
11, 2005 (coordinated activities of ECCRFFA and East County Transportation
Improvement Authority (ECTIA) and revised ECCRFFA regional fee schedule). In
addition, effective September 7, 2010, the City of Pittsburg withdrew as a party to
ECCRFFA. The remaining parties (Antioch, Brentwood, Oakley, and the County) now
wish to further amend the Agreement by re-admitting Pittsburg as a member of
ECCRFFA, by revising the provisions for withdrawal from ECCRFFA and for the
appointment of representatives to the ECCRFFA Board, and by providing for uniformity
of the regional fees collected by Pittsburg and the other ECCRFFA members, including
equalization of any fee shortfall between September 7, 2010 and the end of the current,
two-year Pittsburg fee rebate program (December 31, 2014).
3. AMENDMENTS TO AGREEMENT
A. In the first paragraph of the Agreement, add the CITY OF PITTSBURG, a municipal
corporation duly organized and existing under the laws of the State of California, to the
parties listed in that paragraph.
Page 2 of 4
B. In the Agreement, Section 1, DEFINITIONS, change or add the following definitions to
read:
“’City’ and ‘Cities,’ individually and collectively, mean the City of Antioch, the City of
Brentwood, the City of Oakley, and the City of Pittsburg, each an existing municipal
corporation under the laws of the State of California.
“’Project Sponsor’ means the party that assumes responsibility for the implementation of
a Project, including, as applicable, the securing of funding, environmental clearance,
right-of-way acquisition, design, construction, and other necessary Project tasks.”
C. Section 3.A is revised in its entirety to read:
“This Agreement shall become effective as of the date hereof and shall expire on
December 31, 2030.”
D. Section 3.B is revised in its entirety to read:
“Prior to the expiration date, no party to this Agreement may withdraw from the
Authority without mutual written consent from all parties to this Agreement. Absent
mutual consent, any purported withdrawal shall be void, and the party in question shall
remain responsible for performing all obligations under this Agreement, including
without limitation its obligation to levy, collect, and forward Regional Transportation-
Development Mitigation Fees to the Authority in the amount approved by the Authority
and its obligation to pay its proportional share of the cost of completing all existing and
future projects approved by the Authority. Notwithstanding the expiration or termination
of this Agreement, the indemnification and insurance provisions of Section B (last
paragraph only) and Section D of Attachment 2 shall remain in full force and effect.
“Upon termination of this Agreement, all Authority assets will be transferred to the local
jurisdiction in which they are located.”
E. The first paragraph of Section 4.B is revised in its entirety to read:
“B. Governing Board. The Authority shall be administered by the Board,
which shall be composed of elected board or council members from the Cities and the
County. Each party shall have one representative appointed by the governing body of the
party that such member represents. Alternate directors may be designated and appointed
by each party from the membership of its respective governing body. An alternate shall
be authorized to act only in the absence of his or her corresponding Board member.
Board members and alternates shall serve at the pleasure of their respective governing
bodies. In any event, the term of office of each Board member or alternate shall terminate
when such member or alternate ceases to be an elected official of the governing body of
the appointing party or when such member or alternate is replaced by the governing body
of the appointing party.”
F. Section 4.D(3) and (4) is revised in its entirety to read:
Page 3 of 4
“(3) The County Treasurer is hereby designated as Treasurer of the Authority.
Subject to the applicable provisions of any indenture or resolution providing for a trustee
or other fiscal agent, the Treasurer is designated as the depository of the Authority to
have custody of all the money of the Authority, from whatever source, and, as such, shall
have the powers, duties, and responsibilities specified in Section 6505.5 of the Law.
“(4) The County Auditor-Controller, who performs the functions of auditor and
controller for the County, is hereby designated as Controller of the Authority, and, as
such, shall have the powers, duties, and responsibilities specified in Section 6505.5 of the
Law. The Controller shall draw checks to pay demands against the Authority when the
demands have been approved by the Authority.”
G. Attachment 1 (2005 Amendment) is replaced in its entirety with Attachment 1 (2013
Amendment) attached to this Amendment.
H. Attachment 2 (2005 Amendment) is replaced in its entirety with Attachment 2 (2013
Amendment) attached to this Amendment.
4. REMAINING PROVISIONS
Subject to the changes made by this and previous Amendments, all provisions of the
Agreement shall remain in full force and effect.
5. COUNTERPARTS
This Amendment may be executed in one or more counterparts, each of which shall be
deemed to be an original instrument.
6. SIGNATURES
These signatures attest the parties’ agreement to this Amendment:
CITY OF ANTIOCH
By:
Jim Jakel, City Manager
FORM APPROVED:
Lynn Tracy Nerland, City Attorney
By:
CITY OF BRENTWOOD
By:
Paul Eldredge, City Manager
FORM APPROVED:
Damien Brower, City Attorney
By:
Page 4 of 4
CITY OF OAKLEY
By:
Bryan H. Montgomery, City
Manager
FORM APPROVED:
Cota Cole LLP, City Attorney
By:
William R. Galstan
CITY OF PITTSBURG
By:
Joe Sbranti, City Manager
FORM APPROVED:
Meyers, Nave, Riback, Silver & Wilson,
City Attorney
By:
Ruthann G. Ziegler
COUNTY OF CONTRA COSTA
By:
David J. Twa, County
Administrator
FORM APPROVED:
Sharon L. Anderson, County Counsel
By:
Thomas L. Geiger, Assistant
County Counsel
1
Attachment 1 – 2013 Amendment
to
East Contra Costa Regional Fee and Financing Authority
Joint Exercise of Powers Agreement
IMPLEMENTATION OF REGIONAL TRANSPORTATION-DEVELOPMENT IMPACT
MITIGATION (RTDIM) FEE PROGRAM
A. Imposition of RTDIM Fees by Antioch, Brentwood, Oakley, and County. In order
to fund the Program and Projects of the Authority, the parties agree that the following Regional
Transportation Development Impact Fees (“RTDIM Fees”), which were originally adopted in
2005, shall continue to be implemented by Antioch, Brentwood, Oakley, and the County.
Regional Transportation-Development
Impact Mitigation (RTDIM) Fees
Type of Use Fee Units Fee Schedule
2005 2013*
Single family residential
units, duet homes, and
residential condominiums
Per dwelling unit $15,000 $18,972
($9,486)
Multiple family
residential
Per dwelling unit $9,207.92 $11,646
($5,823)
Commercial Per square foot of gross
floor area
$1.25 $1.58
Office Per square foot of gross
floor area
$1.10 $1.38
Industrial Per square foot of gross
floor area
$1.10 $1.38
Other Per peak hour trip as
determined
$15,000 $18,972
* The 2013 fee schedule includes the annual adjustments specified in the Authority’s Resolution No. 2005/06. The
figures in parentheses reflect the net residential fee amounts payable under the Authority’s fee rebate program
approved December 2011, which provides for a 50% rebate applicable to residential fee rates through December 31,
2013 (see Section B below).
The above fee schedule is based on the June 2005 East Contra Costa Regional Fee
Program Update (referred to as the “Report”) prepared by Fehr & Peers, which has been
approved by the Authority’s Board. The Report was previously adopted as the governing
program of the Authority and is incorporated in this Agreement by reference. The fee schedule is
subject to annual adjustment as provided below and in the fee ordinances and/or resolutions
adopted by the parties. In addition to the listed amounts, each party may collect and retain an
administrative charge up to 1% of the listed amounts.
2
B. Adoption of Revised RTDIM Fees by the Authority. On August 8, 2013, the
Authority approved a revision to its current fee rebate program, which revision resulted in the
following net residential fees payable for the period through December 31, 2015:
August 8, 2013 through December 31, 2013
Single family $18,972 - 50% rebate = $9,486
Multiple family $11,646 - 50% rebate = $5,823
January 1, 2014 through December 31, 2014
Single family $18,972 + annual adjustment - 38% rebate
Multiple family $11,646 + annual adjustment - 38% rebate
January 1, 2015 through December 31, 2015
Single family $18,972 + annual adjustments - 29% rebate
Multiple family $11,646 + annual adjustments - 29% rebate
C. Imposition of PRTDIM Fees by Pittsburg. In order to fund the Program and
Projects of the Authority, the parties agree that the following Pittsburg Regional Transportation
Development Impact Fees (“PRTDIM Fees”), which were originally adopted in 2010, shall
continue to be implemented by Pittsburg as follows:
(1) Within thirty days of the effective date of this Amendment, Pittsburg shall revise
its commercial, office, and industrial fee rates to match and collect the Authority’s
commercial, office, and industrial fee rates listed in Section A above, including
the annual adjustment specified in Section F below. Up to that time, Pittsburg
shall collect at least the following amounts:
Commercial -- $1.35/square foot of gross floor area
Office -- $1.18/square foot of gross floor area
Industrial -- $1.18/square foot of gross floor area
Should a valid Memorandum of Understanding (MOU) signed prior to September
11, 2010 prevent Pittsburg from collecting commercial, office, or industrial fees at
the rates listed above, Pittsburg shall make up the shortfall from its own separate
funds and shall forward the full amount to the Authority per the terms of this
Agreement.
(2) Pittsburg shall revise its residential fee collection as follows:
3
(a) At the same time as the other Authority Members, Pittsburg shall apply
fee rebates to match and collect the same net residential fee amounts
collected by the other Member Agencies under the ECCRFFA fee rebate
program (see Section B above). Up to that time, Pittsburg shall continue
collecting the following residential fees: Single family residential --
$16,176/dwelling unit; and multiple family residential -- $9,934/dwelling
unit.
(b) In the event that the Authority approves a revised fee schedule or a new or
revised fee rebate program pursuant to Section D below, at the same time
as the other Authority Members, Pittsburg shall adopt and collect the
revised fee schedule or shall apply the new or revised fee rebates to match
and collect the same net residential fee amounts as the other Member
Agencies, including the annual adjustment specified in Section F below.
(c) The residential fees collected by Pittsburg under this under this Subsection
C(2) shall apply uniformly to all development in Pittsburg, except as
provided otherwise for MOUs in Subsection C(3) below.
(3) During the current Pittsburg fee rebate program, which ends on or before
December 31, 2014, should a valid Memorandum of Understanding (MOU)
signed prior to September 11, 2010 prevent Pittsburg from collecting residential
fees at the rates specified in Subsection C(2) above, Pittsburg may collect the
rebated fees specified in the MOU, in which case Pittsburg’s collection of such
rebated fees shall be subject to Subsection C(4) below. Following termination of
the current Pittsburg fee rebate program on or before December 31, 2014,
Pittsburg shall apply fee rebates and collect the same net residential fee amounts
approved by the Authority pursuant to Section B above, which rates shall apply
uniformly to all development in Pittsburg, without exception for MOUs or
otherwise.
(4) The Authority and Pittsburg will calculate the total fees collected by Pittsburg
between September 7, 2010 and the end of the current, two-year Pittsburg fee
rebate program (December 31, 2014) and compare it with the total fees that
Pittsburg would have collected during that same period if Pittsburg had charged
the same fee rates as the other Member Agencies. If there is a shortfall, Pittsburg
shall eliminate the shortfall by collecting increased fees (up to $16,176/single
family dwelling unit and $9,934/multiple family dwelling unit, subject to the
annual adjustment specified in Section F below) for the next 150 single family
residential and/or multiple family residential permits issued by Pittsburg after
4
December 31, 2014, or if the shortfall has not been eliminated through Pittsburg
collecting the maximum rates for 150 permits, for such additional permits as are
required to completely eliminate the shortfall.
(5) Pittsburg shall defend (with counsel selected by Pittsburg), indemnify, save, and
hold harmless the Authority, the other Member Agencies, and their officers,
agents, and employees from any litigation, claims, costs, expenses, or liability
arising from or in any way related to Pittsburg’s fee rebate program or Pittsburg’s
collection of different fee rates pursuant to Subsection C(3) or C(4) above. The
Authority and the other Member Agencies shall not be required to defend,
indemnify, save, or hold harmless Pittsburg under Section B of Attachment 2 or
otherwise for claims related to the Pittsburg fee rebate program or Pittsburg’s
collection of different fee rates pursuant to Subsection C(3) or C(4) above.
D. Subsequent Approval of Revised Fee Schedule or New or Revised Fee Rebate
Program by the Authority. Between January 1, 2016 and December 31, 2030, the Authority may
approve a revised fee schedule or a new or revised fee rebate program, which shall be subject to
the following limitations unless otherwise approved unanimously by the full Authority Board,
with all Board members present:
(1) Any revised residential fees shall not exceed the following maximum rates,
subject to the annual adjustment specified in Section F below: Single family
residential $16,176/dwelling unit; Multiple family residential $9,934/dwelling
unit; Other $16,176/peak hour trip.
(2) Any new or revised residential fee rebates shall result in net residential fee
amounts at least 50% of the maximum rates listed in Subsection D(1) above.
Within 60 days of such approval, each of the parties (Antioch, Brentwood, Oakley,
Pittsburg, and the County) shall adopt a fee ordinance or resolution implementing the revised fee
schedule or shall promptly apply the new or revised fee rebates. This procedure does not apply to
annual fee adjustments, which are automatic and do not require further approval or action.
E. Fees for Uses Not Listed. The fees for uses not listed shall be determined by the
Member Agency with land use authority through information generated by appropriate traffic
studies conducted in accordance with ITE standards and applicable Authority policies. These
traffic studies shall be approved by the Authority Board.
F. Annual Fee Adjustment. Every January 1, the fee rates listed above, including any
maximum fee rates, shall be automatically adjusted by the amount of the increase or decrease in
5
the Engineering News-Record Construction Cost Index for the San Francisco Bay Area for the
one-year period ending September 30 of the preceding year.
G. Credit for Construction Costs or Land Acquisition. Subject to the priority order
set forth in Section E of Attachment 2, with approval of the Authority Board, credit may be
granted against the payment of the fee for construction of a usable portion of any Project. The
amount of credit shall be the cost of construction of the portion of the Project and the cost of the
land acquired to complete the portion as determined by the Authority Board. No credit shall be
granted for any lands that are required to be dedicated as specified in Attachment 2, Section B.
H. Fee Collection and Management. Except for approximately $5.5 million of
PRTDIM fees used by Pittsburg as described in the last paragraph of Section E of Attachment 2,
all fee revenues received or collected by the parties, together with any separate funds and
increased fees to eliminate a shortfall (see Subsections C(1) and (4) above), shall be disbursed
monthly by the parties to the Authority. Fees and other revenues shall be held by the Authority in
a general fund account; bond proceeds shall be held in accordance with the applicable indenture
and may be invested, consistent with the provisions of the applicable indenture, in accounts such
as the CAMP or LAIF fund. Subject to any provision in an applicable indenture, interest
accruing on funds held in such accounts and accrued interest on funds held in the general fund
account shall be deemed general funds available for any lawful purpose of the Authority. Unless
otherwise agreed by the parties, the total obligation of each party shall be the contribution of fees
collected by that party from owners seeking issuance of building permits as provided for in this
Section. The obligation to contribute fees to the Authority shall terminate on December 31, 2030
(i.e., the termination date specified in Section 3 of the Agreement).
Page 1 of 5
Attachment 2 – 2013 Amendment
to
East Contra Costa Regional Fee and Financing Authority
Joint Exercise of Powers Agreement
PROJECTS; FUNDING COMMITMENTS AND ELIGIBLE COSTS;
IMPLEMENTATION SCHEDULE
A. Current List of Projects. The fees provided for in the above fee schedule
shall be used for project development, right-of-way acquisition, and construction for the
following regional Projects:
(1) State Route 4 freeway widening from Railroad Avenue to the State Route 4
Bypass, including reconstruction of interchanges as necessary.
(2) State Route 4 Bypass, Segment 1 from State Route 4 to Lone Tree Way, including
interchanges at Laurel Road and Lone Tree Way.
(3) State Route 4 Bypass, Segment 2 from Lone Tree Way to Balfour Road, including
an interchange at Sand Creek Road.
(4) State Route 4 Bypass, Segment 3 from Balfour Road to Vasco Road, including
interchanges at Balfour Road, Marsh Creek Road, and Vasco Road.
(5) Laurel Road Extension from State Route 4 Bypass to Empire Avenue.
(6) State Route 239/84 Connector, consisting of the Armstrong Road extension
(formerly Byron Airport Road).
(7) State Route 239 corridor study and preliminary design.
(8) State Route 4 (Main Street or Brentwood Boulevard) widening from Vintage
Parkway in Oakley to Marsh Creek bridge in Brentwood and Chestnut Street to
Balfour Road in south Brentwood.
(9) Balfour Road widening from Deer Valley Road to Brentwood city limits.
(10) Marsh Creek Road and Deer Valley Road safety enhancements from Walnut
Boulevard to Clayton and from Balfour Road to Marsh Creek Road.
(11) Route 84/Vasco Road widening to County line.
Northern Parallel Arterials
(12) Pittsburg-Antioch Highway from Somersville Road to Loveridge Road.
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(13) Ninth and Tenth Streets couple improvements from A Street to L Street.
(14) California Avenue from Railroad Avenue to Loveridge Road.
(15) Willow Pass Road from Range Road to Loftus Road and Bailey Road to city
limits.
Southern Parallel Arterials
(16) Buchanan Bypass (new arterial) or Buchanan Road from Railroad Avenue to
Somersville Road.
(17) West Tregallas Road/Fitzuren Road from Lone Tree Way to Buchanan Road.
(18) West Leland Road or Evora Road from San Marco to Avila Road and from
Willow Pass Road (Bay Point) to Willow Pass Road (Concord).
New Regional Arterial Projects
(19) Wilbur Avenue from Minaker Drive to State Route 160.
(20) Neroly Road from Oakley Road to Laurel Road.
(21) Deer Valley Road from Antioch city limits to Balfour Road.
(22) Walnut Boulevard from Brentwood city limits to State Route 4 Bypass.
(23) John Muir Parkway (new roadway between Balfour Road and Fairview Avenue).
(24) Byron Highway safety enhancements from Delta Road to State Route 4.
Regional Transit Projects
(25) East County express bus.
(26) Commuter rail (eBART).
B. Funding Commitments and Eligible Costs. Program revenues shall be
available for all necessary Project costs through completion of construction. Costs
include, but are not limited to, environmental clearance, conceptual engineering, traffic
studies, design, right-of-way acquisition, utility relocation, litigation and settlement costs,
and costs of construction. The commitment to each Project shall be considered complete
when the Project is accepted by the sponsor or sponsors.
The Authority’s administrative costs shall not exceed 1% of program revenues.
Administrative costs include the development of the JPA as well as the administration of
duties included in this Agreement.
Page 3 of 5
Eligible Project costs will be determined by the Authority based on cost
guidelines and other criteria to be developed by the Authority. Where the Authority
deems it advisable in order to avoid undue burdens on Project sponsors, the Authority
may advance fund Project expenses on a monthly, quarterly, or other basis. Project costs
otherwise will be reimbursed pursuant to procedures to be determined by the Authority.
Project sponsors, as a condition of Project funding through regional fees, commit
to protect Project rights-of-way, by, among other things, requiring dedication of right-of-
way as a condition of land use entitlement approval or otherwise, pending Project
commencement. Project sponsors further commit not to take actions that could adversely
impact the cost of Projects, including, but not limited to, utility location or relocation,
public development, and the granting of easements in a proposed right-of-way.
The right-of-way dedication policy for the State Route 4 Bypass is as follows.
Properties along or fronting the Projects identified in this Agreement shall be required to
dedicate right-of-way up to 110 feet wide as measured from the centerline of the adopted
precise alignment with no credit or compensation from the regional fee. Any additional
right-of-way in excess of the 110-foot width may be either credited toward the regional
fee or compensated. However, in circumstances where the allowable density has been
transferred off the right-of-way area, then no compensation or credit will be granted for
the right-of-way dedicated. The Authority shall develop policies that will encourage the
early dedication of lands that are required under this provision.
Any costs of defense and any liability incurred in connection with implementation
of the regional fee proposal shall be borne by the Authority. The Authority agrees to the
fullest extent permitted to indemnify and hold harmless the parties to this Agreement
from any liability, loss, costs, and claims related to the adoption or implementation of the
regional fee program. Fee revenues and any other revenues transferred to the Authority
by the parties pursuant to this Agreement may be used for this purpose.
C. Implementation Schedule. Subject to environment clearance, right-of-
way acquisition and dedication, utility relocation, and other factors, the timing of which
may be beyond the control of the Authority, and subject to the availability of regional fee
and other funding sources as may be required, the following implementation guidelines
shall apply to Project development:
(i) The parties intend that funding will be provided to support steady progress
in construction of the State Route 4 Bypass.
(ii) The Authority shall prepare, adopt, and periodically update a Strategic
Plan for implementation of the Projects, reflecting current information on Project costs
and schedules, the Project sponsor(s) for the various Projects, the availability of other
revenue sources, the pace of fee collection, the schedule for and the costs associated with
the sale of bonds to advance funds, and other relevant factors.
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D. Indemnification. As a condition of funding for Projects in this Program,
Project sponsors shall enter into an agreement with the Authority that shall provide
indemnification and insurance coverage for the Authority and the parties to this
Agreement during design and construction. The indemnification and insurance shall be
subject to approval by the Authority.
E. Project and Funding Priorities. The following priority order shall
hereafter apply to funding and implementation of the Authority’s regional Projects:
First Priority:
Initial projects and ECCRFFA existing commitments:
(a) SR4 East widening (for project description, see CCTA’s Measure J
Strategic Plan);
(b) eBART extension to Hillcrest Avenue, which excludes Railroad Avenue
station, with ECCRFFA to provide $1.2 million to BART by 12/31/2013
(for project description, see CCTA’s Measure J Strategic Plan);
(c) SR4 Bypass projects, including the following:
(1) SR4/SR160 Connector Ramps (project involves constructing direct
connectors between SR4 Bypass and SR160);
(2) Sand Creek Road Interchange (project includes a partial cloverleaf
configuration on west side and a tight diamond on east side);
(3) Balfour Road Interchange – Phase 1 (project includes partial
cloverleafs on both east and west sides and a single bridge over
Balfour Road with two-directional traffic);
(4) 4-Laning between Lone Tree Way and Balfour Road; and
(d) Outstanding ECCRFFA commitments ($13.0 million), consisting of the
following:
(1) Reimburse Contra Costa County Proposition 1B funds – $3.0 million;
(2) John Muir Parkway – Brentwood: $2.9 million;
(3) Vasco Road – Alameda County: up to $3.0 million (final amount to be
determined based on actual bids received); and
(4) Old SR4 relinquishment costs: $4.1 million.
Second Priority:
eBART extension beyond Hillcrest Avenue – environmental review for the
eBART extension (up to $3.0 million).
Third Priority:
James Donlan Extension (JDE; project includes a 2.7-mile (approximate)
extension from Somersville Road to Kirker Pass Road, consisting of a four-lane
road for approximately 0.72 mile through Black Diamond Estates and Sky Ranch
II Subdivisions (western edge), then a two-lane road for approximately 1.7 miles
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through an undeveloped area, then expanded to four lanes for the remaining 0.28
mile (approximate) near Kirker Pass Road (east end), and realignment of a portion
of Kirker Pass Road to match project grades and to conform the project to existing
topography).
The above priority order cannot be changed unless both of the following
conditions are met: (1) there are extenuating circumstances regarding regional priorities
or difficulties in implementing one of the priority projects listed above and (2) there is a
unanimous vote by the full ECCRFFA Board, with all Board members present, to change
the above priority order.
Pittsburg shall use PRTDIM fees collected between September 7, 2010 and the
effective date of this Amendment (approximately $5.5 million) as follows: approximately
$5.3 million for JDE (i.e., environmental clearance, right-of-way acquisition, and project
design) and the Railroad Avenue eBART station; and up to $196,000 for legal fees
incurred by Pittsburg in the TRANSPLAN/ECCRFFA lawsuit.”
F. Cooperation among ECCRFFA Member Agencies. ECCRFFA and each of
its Member Agencies agree to cooperate so as to maximize all regional, state, and federal
funding available to complete construction of the Priority Projects, as set forth in Section
E above, as soon as reasonably possible, unless the Priority Projects would not compete
as well as other candidate projects in East County, due to project readiness or other
funding criteria required for project selection. For clarity, the intent is to ensure that the
Priority Projects receive priority for available outside funding, while balancing the goal
of maximizing funding/delivery of all transportation projects in East County.”