ATTACHMENT A RECOMMENDED FOR FUNDING No Agency Project 1,2 Initial Marketing O&M Total M2 Grant Local Match Match Rate Total Project Cost 1 Anaheim Anaheim Canyon Circulator -$ - $ 331,714 $ 331,714 $ 36,857 $ 10% 368,571 $ 2 County of Orange Expanded RanchRide Transit Service Program -$ 339,660 $ 3 880,124 $ 1,219,784 $ 135,532 $ 10% 1,355,316 $ 3 Dana Point Dana Point Trolley Continuity Program -$ - $ 2,702,000 $ 2,702,000 $ 2,157,326 $ 44% 4,859,326 $ 4 Irvine Irvine Special Event Circulators 44,500 $ 407,086 $ 4,019,835 $ 4,471,421 $ 552,648 $ 11% 5,024,069 $ 5 Laguna Beach Off-Season Weekend and Seasonal Services -$ - $ 5,212,250 $ 5,212,250 $ 622,550 $ 11% 5,834,800 $ 6 Laguna Beach Laguna Canyon Road/El Toro Road Laguna Local Service 12,500 $ - $ 2,011,989 $ 2,024,489 $ 2,024,489 $ 50% 4,048,978 $ 7 Laguna Niguel Laguna Niguel Summer Trolley Program 72,000 $ 1,853,176 $ 3 1,530,609 $ 3,455,785 $ 383,976 $ 10% 3,839,761 $ 8 Los Alamitos Los Alamitos On-Demand Service 1,000 $ 333,056 $ 3 1,596,416 $ 1,930,472 $ 1,930,472 $ 50% 3,860,944 $ 9 Mission Viejo Mission Viejo Circulator and Special Event -$ 51,100 $ 4,372,445 $ 4,423,545 $ 507,727 $ 10% 4,931,272 $ 10 Newport Beach Balboa Peninsula Trolley Service Continuation 18,000 $ 1,315,260 $ 3 1,241,460 $ 2,574,720 $ 318,692 $ 11% 2,893,412 $ 11 San Clemente Trolley Program 9,000 $ 270,000 $ 3 7,956,081 $ 8,235,081 $ 915,009 $ 10% 9,150,090 $ 12 San Clemente On-Demand Transit Programs 7,500 $ 398,448 $ 3 2,858,480 $ 3,264,428 $ 3,313,522 $ 50% 6,577,950 $ 13 San Juan Capistrano Expanded Summer Weekend and Special Event Trolley Service 9,000 $ 595,800 $ 3 1,921,212 $ 2,526,012 $ 280,668 $ 10% 2,806,680 $ 42,371,701 $ 13,179,468 $ 55,551,169 $ *Adjustments between phase allocations within a project can occur after programming approval; however, changes will not impact total M2 grant amoun FUTURE CONSIDERATION FOR FUNDING 1 Huntington Beach Special Event Shuttle Service 4 11,250 $ 439,830 $ 426,510 $ 877,590 $ 122,510 $ 12% 1,000,100 $ 2 Newport Beach Balboa Island/Corona del Mar Microtransit Service 5 -$ - $ 2,142,648 $ 2,142,648 $ 2,142,648 $ 50% 4,285,296 $ 3 Orange, City of Orange Community Circulator 1,6 80,000 $ - $ 2,146,600 $ 2,226,600 $ 247,400 $ 10% 2,474,000 $ 5,246,838 $ 2,512,558 $ 7,759,396 $ NOT RECOMMENDED FOR FUNDING 1 Costa Mesa Costa Mesa Community Based On-Demand Services 7 -$ 218,148 $ 939,803 $ 1,157,951 $ 1,273,331 $ 52% 2,431,282 $ 2 Garden Grove Garden Grove On-Demand Service 7 4,968 $ 303,061 $ 1,622,785 $ 1,930,814 $ 1,934,092 $ 50% 3,864,906 $ 3,088,765 $ 3,207,423 $ 6,296,188 $ 4. Project award contingent on receipt of application review comment response information. Future funding amount request and match rate may differ from what is listed here. 5. Project V-funded planning study anticipated to be completed by December 2024. City indicated following their initial request that they are considering traditional fixed route, as well as microtransit. Future funding amount request and match rate may differ from what is listed here. 6. Project V-funded planning study anticipated to be completed by December 2024/January 2025. Future funding amount request and match rate may differ from what is listed here. 7. Did not meet Project V general program objectives. Acronyms: M2 - Measure M2 O&M - Operations and maintenance OCTA - Orange County Transportation Authority TOTAL UNFUNDED 1. The cities of Buena Park and Orange submitted Project V applications that were not considered for funding. Local jurisdictions were deemed ineligible to receive M2 funds by the OCTA Board of Directors on May 28, 2024. 2. The cities of Huntington Beach and Seal Beach withdrew applications, Huntington Beach (HB) On-Demand Rideshare Program, totaling $3,220,000, and Seal Beach Microtransit Service Program, totaling $3,358,446, respectively. 3. Capital funding request to support vehicle lease or purchase, consistent with the intent of the Comprehensive Transportation Funding Programs Guidelines for Project V. 2024 Measure M2 Community-Based Transit Circulators (Project V) Call for Projects Programming Recommendations Capital TOTAL RECOMMENDED PROGRAMMING* TOTAL PENDING Attachment 2
Orange County Transportation Authority 2024 Measure M2 Call for Projec ts Project V Application
Application Instructions
Project #1: Applicant: A. PROJECT INFORMATION
Project Name:
Service Type: Project Area Population Density (persons/sq. mi): 6,300 City (municipal boundary) Population Density (persons/sq.mi): 6,300 Yes If yes, how many? 4 (describe below) 1
2 3
4 Is this Project exclusively operating Special Event service? click to select B. OPERATING SUMMARY
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7
FY 24/25 FY 25/26 FY 26/27 FY 27/28 FY 28/29 FY 29/30 FY 30/31 TOTALS 1 4,050 4,074 3,894 3,960 3,990 4,020 4,044 28,032 2 2,700 2,716 2,596 2,640 2,660 2,680 2,696 18,688
3 2,700 2,716 2,596 2,640 2,660 2,680 2,696 18,688
4 3,168 3,138 3,294 3,264 3,168 3,168 3,168 22,368
12,618 12,644 12,380 12,504 12,478 12,548 12,604 87,776 New Service
New Service
Existing Service - Other Service Modification
Local Agencies applying for Project V funds are required to complete and submit this application. Application materials must be included in the order in which they are listed on the Application Checklist. Any projects not in compliance with the CTFP Guidelines will not be eligible for funding.
San Clemente Trolley Program - Updated
San Clemente Trolley Program - Updated
Traditional
City of San Clemente
See attached - Supporting Documentation. Project Description: Brief discussion of each Service Areas/Route named above with relevant information for each including, but not limited to:
- Route descriptions (where does it go from XX to XX, and roadways used) - Ridership market (Whom) is this intended to serve? (e.g., commuters, local activities, seasonal visitors, etc..) - Service Period (summer, seasonal, daily, weekend, special events, etc..) - Service Frequency/Days/Hours of Operations]
Clearly differentiate between new, expanded, and extended services.
Revenue Vehicle Hours (RVH)
RVH do not include 'deadhead' hours to maintenance and storage facility at beginning and end of shift. If Applicants pay separate costs for deadhead hours, these costs may be included with projected annual O&M costs (Section C).
Only include (SE) Special Event RVH if providing special event service outside of normal operating hours (see Section F.) Does your Project include more than one Traditional or On Demand service? (e.g. fixed route/trolley/shuttle etc., or ride-hail/microtransit etc.) Blue Line - Dwtn Route Cont. Project (Mem - Sept 30 - Daily) Green Line - Pier to SC State Beach (Mem - Sept 30 - Daily) Proposed Service Name(s)
Red Line - Dwtn Route Cont. Project (Mem - Sept 30 - Daily) Existing Service - Other Service Modification (explain in Project Description) Red Line - Fri - Sun Year Round (excluding Mem - Sept 30 Daily) Current Service Status:
Route Name(s)
Red Line - Dwtn Route Cont. Project (Mem - Sept 30
Blue Line - Dwtn Route Cont. Project (Mem - Sept
Green Line - Pier to SC State Beach (Mem - Sept 30 -
Red Line - Fri - Sun Year Round (excluding Mem -
Project Total
Orange County Transportation Authority 2024 Measure M2 Call for Projec ts Project V Application C. COST SUMMARY
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7
FY 24/25 FY 25/26 FY 26/27 FY 27/28 FY 28/29 FY 29/30 FY 30/31 TOTALS $ 9,000 $ - - $ - $ - $ - $ - $ $ 9,000 $ - 1,000 $ - $ - $ - $ - $ - $ $ 1,000
$ - 10,000 $ - $ - $ - $ - $ - $ $ 10,000
FY 24/25 FY 25/26 FY 26/27 FY 27/28 FY 28/29 FY 29/30 FY 30/31 TOTALS $ 270,000 $ - - $ - $ - $ - $ - $ $ 270,000 $ - 30,000 $ - $ - $ - $ - $ - $ $ 30,000
$ 300,000 $ 300,000
FY 24/25 FY 25/26 FY 26/27 FY 27/28 FY 28/29 FY 29/30 FY 30/31 TOTALS $ 1,086,832 1,047,845 $ 1,093,556 $ 1,132,802 $ 1,161,299 $ 1,198,338 $ 1,235,409 $ 7,956,081 $ $ 120,759 116,427 $ 121,506 $ 125,867 $ 129,033 $ 133,149 $ 137,268 $ $ 884,009 $ 1,208,850 1,165,532 $ 1,216,322 $ 1,259,929 $ 1,291,592 $ 1,332,746 $ 1,373,937 $ 8,848,907 $ $ (1,260) (1,260) $ (1,260) $ (1,260) $ (1,260) $ (1,260) $ (1,260) $ (8,817) $ $ 1,207,591 1,164,272 $ 1,215,063 $ 1,258,669 $ 1,290,333 $ 1,331,486 $ 1,372,677 $ $ 8,840,091 FY 24/25 FY 25/26 FY 26/27 FY 27/28 FY 28/29 FY 29/30 FY 30/31 TOTALS $ 1,086,832 1,326,845 $ 1,093,556 $ 1,132,802 $ 1,161,299 $ 1,198,338 $ 1,235,409 $ 8,235,081 $ $ 120,759 147,427 $ 121,506 $ 125,867 $ 129,033 $ 133,149 $ 137,268 $ $ 915,009 $ 1,207,591 1,474,272 $ 1,215,063 $ 1,258,669 $ 1,290,333 $ 1,331,486 $ 1,372,677 $ 9,150,091 $ FY 24/25 FY 25/26 FY 26/27 FY 27/28 FY 28/29 FY 29/30 FY 30/31 TOTALS $ 610,000 592,000 $ 628,000 $ 647,000 $ 665,000 $ 685,000 $ 705,000 $ 4,532,000 $ $ 10.81 10.81 $ 10.81 $ 10.81 $ 10.81 $ 10.81 $ 10.81 $ $ 21.63 21.63 $ 21.63 $ 21.63 $ 21.63 $ 21.63 $ 21.63 $ FY 24/25 FY 25/26 FY 26/27 FY 27/28 FY 28/29 FY 29/30 FY 30/31 OVERALL 90.0% 90.0% 90.0% 90.0% 90.0% 90.0% 90.0% 90.0%
10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0%
D. COST BREAKDOWN
Include description of anticipated expenditures below
Expenditure Anticipated Cost One-time or Recurring (i.e. monthly, annual, etc) 1 $ 2,500 2 $ 5,000
3 $ 2,500
Expenditure Anticipated Cost One-time or Recurring (i.e. monthly, annual, etc) 1 $ 300,000 Expenditure Anticipated Cost One-time or Recurring (i.e. monthly, annual, etc) 1 $ 80,000 2 $ 45,000
3 $ 10,000
4 $ 1,030,531
5 Maps $ 2,500
6 $ Annual 5,000
7 $ 2,500
Project Summary OCTA % Match
Local % Match
Signage
OCTA Maximum Limits Annual Allocation
Subsidy Rate per Boarding
Cost per Boarding
Combined Match Rates - Initial Marketing, Capital, and O&M Combined Total Total Funding Request Total Local Match
Project Total Cost
OCTA Contribution
Local Match (10%)
Total O&M Cost
Less fares collected
Net O&M Cost
Capital Total
OCTA Contribution
Local Match (10%)
Total Capital Cost
Operations & Maintenance (O&M)
Annual
Note: M2 Funding amounts will be updated in OCFundTracker at the end of each Fiscal Year to reflect transfers of savings authorized by the OCTA Board on 8/10/2023.
Marketing Total
Total Initial Marketing Cost
OCTA Contribution
Local Match (10%)
Purchase of Trolley Vehicle
Initial Marketing
One-Time
Capital
Maps
Signage
Flyers
One-Time (1st year)
One-Time (1st year)
One-Time (1st year)
Annual
Annual
Annual
Trolley Washing
Trolley Vehicle Operations (varies yearly) see attached breakdown Flyers
Fuel
Trolley Maintenance
Operations & Maintenance (O&M)
Annual
Annual
Orange County Transportation Authority 2024 Measure M2 Call for Projec ts Project V Application
E. FUNDING SUMMARY
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7
FY 24/25 FY 25/26 FY 26/27 FY 27/28 FY 28/29 FY 29/30 FY 30/31 TOTALS $ - 1,000 $ - $ - $ - $ - $ - $ $ 1,000
$ - 30,000 $ - $ - $ - $ - $ - $ $ 30,000
$ 120,759 116,427 $ 121,506 $ 125,867 $ 129,033 $ 133,149 $ 137,268 $ $ 884,009 $ 915,009
Average User Fare ($) Anticipated per Boarding (FY 24/25 - 30/31): $ 0.00 Funding Source
(FY 24/25 to FY
30/31)
Initial
Marketing Capital O&M Funding Total
1 Fares Collected n/a n/a 8,816.50 $ 8,817 $
2 7,000.00 $ 30,000.00 $ 878,891.00 $ 915,891 $
$ 924,708
$ 915,891
Level of Commitment
Local Funding Total
Local Match (Less Fares)
Proposed Local Match
Marketing
Capital
O&M
Proposed Local Match Total
Identify party providing funds (applicant, 3rd party, etc), phase of funding contribution (marketing, capital, O&M), total funding toward the Project, and current level of funding commitment (planned, binding agreement, programmed). Enter funding totals projected for the life of the grant period (FY 24/25 to FY 30/31).
Proposed Local Match (reference only)
Funding Sources, Phases, and Amounts
There is no additional funding sources. The City's match will be coming out of the General Fund.
Programmed
General Fund Planned
If selecting "Other" regarding Level of Commitment for funding sources, provide additional information below.
There is no additional funding sources. The City's match will be coming out of the General Fund.
Describe the Agency's contingency plan to manage budget to align with service demands, and address potential local, 3rd Party partner, and/or advertising revenue, funding, and match shortfalls
Orange County Transportation Authority 2024 Measure M2 Call for Projec ts Project V Application G. TRANSIT NETWORK and ACTIVITY CENTER CONNECTIVITY Regional Transit Service Connections - OC Bus routes, regional transit centers and rail stations (within 1/4 mile of Project) Operating Agency Connecting Transit Center and/or Fixed Route OCTA Route 1 1 OCTA Route 91 1 Amtrak Rail Service 1 Metrolink Rail Service 1 Local Transit Connections - locally operated fixed routes, shuttles, Project V services, etc
(within 1/4 mile of Project) Operating Agency Connecting Transit Center and/or Fixed Route Project V Funded (y/n) Service Total Connections Dana Point Dana Point Trolley Yes 1 Red Line - Dwtn Route Cont. Project (Mem - Sept 30 - Daily) 20 On Demand SC Rides San Clemente Yes 2 Blue Line - Dwtn Route Cont. Project
(Mem - Sept 30 - Daily) 20
Senior Mobility Program San Clemente No 3 Green Line - Pier to SC State Beach (Mem - Sept 30 - Daily) 20 4 Red Line - Fri - Sun Year Round (excluding Mem - Sept 30 Daily) 20 Project Total Connections 80 Activity Center Connections - list all relevant activity centers (within a reasonable distance) served by the Project routes/service areas Service 1 Red Line - Dwtn Route Cont. Project (Mem - Sept 30 - Daily) 2 Blue Line - Dwtn Route Cont. Project (Mem - Sept 30 - Daily) 3 Green Line - Pier to SC State Beach (Mem - Sept 30 - Daily) 4 Red Line - Fri - Sun Year Round (excluding Mem - Sept 30 Daily) Service 1 Red Line - Dwtn Route Cont. Project (Mem - Sept 30 - Daily) 2 Blue Line - Dwtn Route Cont. Project (Mem - Sept 30 - Daily) 3 Green Line - Pier to SC State Beach (Mem - Sept 30 - Daily) 4 Red Line - Fri - Sun Year Round (excluding Mem - Sept 30 Daily) Service 1 Red Line - Dwtn Route Cont. Project (Mem - Sept 30 - Daily) 2 Blue Line - Dwtn Route Cont. Project (Mem - Sept 30 - Daily) 3 Green Line - Pier to SC State Beach (Mem - Sept 30 - Daily) 4 Red Line - Fri - Sun Year Round (excluding Mem - Sept 30 Daily)
Key Destinations Community and Cultural Centers
Enter total number of transit connections for each Project route / service area below.
San Clemente Outlets, San Clemente Pier, etc. San Clemente Library San Clemente Outlets, DMV, Dana Point Line, etc. Click to enter. San Clemente State Park, San Onofre State Park, Hotels and more San Clemente Library San Clemente Outlets, San Clemente Pier, etc. San Clemente Library Affordable Housing and High-Density Communities Tourist Attractions and Event Venues Retail,
Downtown Workforce Serra Housing San Clemente Outlets, San Clemente Pier, Beaches, Parks, Caminio Capistrano Shores San Clemente Outlets, San Clemente Pier, Beaches, Parks, Ave Comercio, Ave Magdalena (Ocean Fairways) San Clemente State Park, Beaches, Parks, WSL Surfing World Title at Trestles - San Onofre State Beach Downtown Workforce Serra Housing San Clemente Outlets, San Clemente Pier, Beaches, Parks, Other Regional Trip Generators Retails Retail, Hotels, SC Municipal Golf Course, Schools, Apartments, Medical Centers Retail Orange County Transportation Authority 2024 Measure M2 Call for Projec ts Project V Application H. COST EFFECTIVENESS FORECAST Provide rationale and supporting materials for opening date of service and ridership projections withing supplemental application documentation Anticipated use of Project V 2024 grant funding
Service Opening Mo. of Service Opening FY of Service Projected Average Annual Ridership Annual Operating Days Avg Daily Rideship 1 Red Line - Dwtn Route Cont. Project
(Mem - Sept 30 - Daily) Jan FY 24/25 299,000 130 2,300.0 2 Blue Line - Dwtn Route Cont. Project
(Mem - Sept 30 - Daily) Jan FY 24/25 65,000 130 500.0
3 Green Line - Pier to SC State Beach (Mem
- Sept 30 - Daily) Jan FY 24/25 35,750 130 275.0
4 Red Line - Fri - Sun Year Round (excluding
Mem - Sept 30 Daily) Jan FY 24/25 230,000 100 2,300.0
Average Annual Project Ridership (an cipated): 629,750 Average Annual O&M Cost (FY 24 to FY 31): 1,262,870 $ 2.01 100.71 $ I. PROJECT READINESS Yes (if Yes) Dates of existing contract procurement (advertisement) and award (selection) or extension: 5-14-24 (RFP Released) and 6-18-24 (Awarded) (if Yes) Was existing contract competitively procured? Yes (if Yes) Duration and expiration date of current transportation service Vendor contract? 6/30/2027 with two (1 year) extensions available When does Agency plan to procure (or re-procure) transporation service Vendor contract for Project V operations? 5/1/2027 Implementation Timeline
Performance Monitoring
See attached - Supporting Documenation.
Average Cost per
Boarding
Does Agency have an active contract with an appropriate transporation service Vendor and plan to use Vendor to operate proposed Project V services? For each Existing and New service proposed, provide a proposed timeline with proposed dates for key Project Readiness activities, including vehicle and operator procurement; any required training, startup testing and marketing activities in anticipation of revenue operations in the opening month/year for all Services identified in Section H tables, above. (Note: If Agencies have an existing Transportation Service Vendor, successful Project V recipients must competitively reprocure Vendor services by June 30, 2026.) See attached - Supporting Documenation.
Describe Agency approach to establishing reasonable thresholds and monitoring Project V Vendor key performance indicators (KPIs) including Customer Satisfaction (CS) and On-Time Performance (OTP) Average Cost per Rev. Hr