COMMITTEE TRANSMITTAL
O
range County Transportation Authority
550 South Main Street / P.O. Box 14184 / Orange / California 92863-1584 / (714) 560-OCTA (6282) May 13, 2024
T
o: Members of the Board of Directors
Fr
om: Andrea West, Clerk of the Board
S
ubject: Comprehensive Transportation Funding Programs – 2024 Call for Projects Programming Recommendations
R
egional Transportation Planning Committee Meeting of May 6, 2024 P
resent: Directors Do, Dumitru, Federico, Foley, Harper, and Stephens
Absent: Khan
C
ommittee Vote
T
his item was passed by the Members present.
C
ommittee Recommendations
A. A
pprove the award of $18.72 million in 2024 Regional Capacity Program (Project O) funds to six local jurisdiction projects.
B. A
pprove the award of $12.89 million in 2024 Regional Traffic Signal Synchronization Program (Project P) funds to five local jurisdiction projects.
EXHIBIT 3
Orange County Transportation Authority
550 South Main Street / P.O. Box 14184 / Orange / California 92863-1584 / (714) 560-OCTA (6282)
May 6, 2024
To: Regional Transportation Planning Committee
From: Darrell E. Johnson, Chief Executive Officer
Subject: Comprehensive Transportation Funding Programs – 2024 Call for Projects Programming Recommendations
Overview
The Orange County Transportation Authority issued the 2024 Measure M2 Comprehensive Transportation Funding Programs Regional Capacity Program and Regional Traffic Signal Synchronization Program call for projects in August 2023. Project Applications were due in October 2023. A list of projects recommended for funding is presented for Board of Directors ’ review and approval.
Recommendations
A. Approve the award of $18.72 million in 2024 Regional Capacity Program (Project O) funds to six local jurisdiction projects.
B. Approve the award of $12.89 million in 202 4 Regional Traffic Signal Synchronization Program (Project P) funds to five local jurisdiction projects.
Background
The Regional Capacity Program (RCP), Project O, is the Measure M2 (M2) competitive funding program through which the Orange County Transportation Authority (OCTA) supports street and road improvement projects. The Regional Traffic Signal Synchronization Program (RTSSP), Project P, is the M2 competitive program that provides funding for regional signal synchronization projects.
Comprehensive Transportation Funding Programs –
2024 Call for Projects Programming Recommendations
Orange County Transportation Authority
550 South Main Street / P.O. Box 14184 / Orange / California 92863-1584 / (714) 560-OCTA (6282)
Both programs are included in the Comprehensive Transportation Funding Programs (CTFP) which include all of the competitive M2 programs that provide grants to local agencies for transit, streets and roads , and environmental cleanup. These programs are subject to an annual call for projects (call) which is guided by the Board of Directors (Board )-approved CTFP guidelines. The CTFP guidelines are updated before each call and include scoring criteria that are developed in collaboration with the OCTA Technical Advisory Committee (TAC), which is comprised of representatives from the 35 local jurisdictions. The guidelines and the call are ultimately approved for release by the Board.
The CTFP guidelines for the 202 4 call were approved by the Board on August 14, 2023. At that meeting, the Board also authorized the issuance of the current call. The available funding, based on the cash flow that was prepared at that time, was reported as approximately $45 million in competitive M2 funds to support regional roadway and signal synchronization projects throughout Orange County.
Discussion
RCP
OCTA received six applications requesting a total of $21.41 million in funding as further detailed in Attachment A. The applications were reviewed for eligibility, consistency, adherence to the guidelines, and overall M2 program objectives aimed at completing a balanced regional network. Applications were evaluated and ranked based on the scoring criteria identified in the guidelines. During the review process, staff worked with local jurisdictions to address technical issues such as application scoring corrections, scope of work clarifica tions, and refinement of final project funding requests.
Based upon these reviews and project consistency with the guidelines, staff recommends funding for all six projects, totaling $18.72 million (with inflationary adjustments as appropriate). The recommended programming amount is lower than the originally requested amount , which is the result of OCTA’s detailed application review . The revised recommended grant amount reflects only the project scope components and amounts that are eligible per CTFP guidelines.
Attachment B provides more detail on the programming recommendations. The recommended M2 RCP funding will support six projects in the cities of Dana Point, Garden Grove, Irvine, Laguna Niguel, Santa Ana, and Yorba Linda.
Comprehensive Transportation Funding Programs –
2024 Call for Projects Programming Recommendations
Of the six recommended projects, three will provide arterial improvement benefits with grants for the engineering, right-of-way (ROW), and/or construction phases, and three will provide intersection capacity enhancements with ROW and construction phase grants. Implementation of these projects in aggregate is anticipated to produce notable congestion relief in Orange County, while enhancing the arterial system overall.
RTSSP
OCTA received six applications requesting a total of $13.9 1 million in RTSSP funding. These applications were also reviewed for eligibility, consistency, and adherence to guidelines and overall program objectives. During the review process, one project application was withdrawn by the local jurisdiction, reducing the overall request ed funding of this call to $13.53 million.
Attachment A has more detail on the submitted projects. Staff worked with the sponsoring local jurisdictions to address technical issues of final project funding requests.
Staff recommend s award of $12.89 million to fund five RTSSP projects. The revised recommended grant amount is a result of application review related to construction cost refinements and scope of work clarifications. All five of the recommended projects are anticipated to be implemented by the local jurisdictions in fiscal year 2024-25. Additional details on the RTSSP-recommended projects are provided in Attachment C.
The table below provides an overall summary of the funding recommendations:
2024 CTFP Call Summary ($ in millions)
RCP RTSSP Total
Number of Applications Recommended for Approval 6 5 11
Amount Recommended for Approval (escalated) $18.72 $12.89 $31.61
These recommendations are consistent with the 202 4 guidelines approved by the Board. As such, staff recommends programming $31.61 million for 11 projects under the RCP and RTSSP. These awards bring the total amount of M2 grants by OCTA to local ag encies to more than $556 million since 2011 in support of the development of a safe, efficient , and modern roadway system. A map displaying the 2024 RCP and RTSSP recommended project awards is provided in Attachment D.
Comprehensive Transportation Funding Programs –
2024 Call for Projects Programming Recommendations
The recommendations were presented to both the OCTA Technical Steering Committee (TSC) and TAC in March 2024, and both committees voted to support staff’s recommendations. The TSC and TAC asked questions related to the difference between the funding target and the award s. The committees also discussed working with staff to review the guidelines as part of the next funding cycle in response to inflationary cost pressures, maintaining an aging roadway network, and consideration for multimodal solutions. The funding target for each year’s RCP and RTSSP call is established based on a cash flow estimate that considers M2 revenues and existing awards. It also assumes the continuation of annual calls into the future at a similar annual target. Any funds not awarded simply stay in the cash flow in the same program for future years. This is relevant because there appears to be a significant funding need, which may manifest within the next two to five years based on capital improvement plans submitted by the local jurisdictions. The M2 Ordinance requires M2 funds dedicated to specific projects and programs, such as the RCP and RTSSP , to be used for its voter-approved intent. The CTFP guidelines fulfill this commitment to the taxpayers. Staff will work to provide the TAC with more details on near-term anticipated projects , as well as a better understanding of the M2 voter commitments and opportunities to address some of the current issues through other means.
Next Steps
With Board approval of these recommendations, staff will initiate the execution of letter agreements between OCTA and the appropriate local jurisdictions . As these projects advance , staff will continue to monitor their status and project delivery through the semi-annual review process.
Summary
Programming recommendations that will award $31.61 million to 11 projects in M2 2024 RCP and RTSSP funds are presented for Board approval.
Comprehensive Transportation Funding Programs –
2024 Call for Projects Programming Recommendations
Attachments
A. 2024 Measure M2 Call for Projects – Applications Received B. 2024 M2 Regional Capacity Program (Project O) Call for Projects – Programming Recommendations
C. 2024 M2 Regional Traffic Signal Synchronization Program (Project P) Call for Projects – Programming Recommendations
D. 2024 Recommended Project O & P Awards Map
Prepared by:
Approved by:
Adrian Salazar Kia Mortazavi
Senior Transportation Funding Analyst
(714) 560-5363
Executive Director, Planning
(714) 560-5741
2024 Measure M2 Call for Projects – Applications Received
ATTACHMENT A
Agency Project Fund Phase Match Rate
Total M2
Request Match Total Cost
Dana Point Stonehill Drive Improvement Project ACE ENG 25% 515,250$ 171,750$ 687,000$ Garden Grove Garden Grove Boulevard/Harbor Boulevard Intersection Improvement ICE CON 25% 4,274,963 $ 1,424,987$ 5,699,950$ Irvine Jeffery Road and Barranca Parkway Intersection Improvements ICE ROW, CON 25% 1,104,221 $ 368,074$ 1,472,295$ Laguna Niguel Crown Valley Parkway Westbound Improvement Project ACE ROW, CON 25% 11,177,179 $ 3,725,726$ 14,902,905$ Santa Ana Dyer Road Improvements (SR-55 to 700' E/O Pullman Street) ACE ENG 25% 2,365,200 $ 788,400$ 3,153,600$ Yorba Linda Yorba Linda Boulevard/Savi Ranch Parkway Improvements ICE ROW 25% 1,971,000 $ 657,000$ 2,628,000$ 21,407,813$ 7,135,937$ 28,543,750$
Agency Project1 Fund Signals Match Rate
Total M2
Request Match Total Cost
Anaheim Ball Road-Taft Avenue Traffic Signal Synchronization Project2 RTSSP 37 20% 1,756,774 $ 439,194$ 2,195,968$ Laguna Hills Paseo De Valencia - Moulton Parkway Confluence Bypass Corridor RTSSP 20 20% 1,498,451 $ 374,613$ 1,873,064$ Laguna Niguel Alicia Parkway RTSSP Project RTSSP 40 20% 2,974,355 $ 743,589$ 3,717,944$ Rancho Santa
Margarita Antonio Parkway - Avenida De Las Banderas - Avenida Empresa RTSSP Project RTSSP 38 20% 2,655,656 $ 663,914$ 3,319,570$ Santa Ana Kraemer Boulevard/Glassell Street/Grand Avenue RTSSP Corridor RTSSP 62 20% 4,647,224 $ 1,161,806$ 5,809,030$ 13,532,460$ 3,383,116$ 16,915,576$
Regional Capacity Program (Project O) Applications
REQUESTED TOTALS
Regional Traffic Signal Synchronization Program (Project P) Applications
REQUESTED TOTALS
Acronyms:
E/O - East of
ACE - Arterial Capacity Enhancements
CON - Construction
ENG - Engineering
ICE - Intersection Capacity Enhancements
M2 - Measure M2
OCTA - Orange County Transportation Authority
ROW - Right-of-Way
RTSSP - Regional Traffic Signal Synchronization Program SR-55 - State Route 55
1. The City of San Clemente submitted but then withdrew a Project P application totaling $473k for timing work on El Camino Real that overlapped with OCTA's Countywide Baseline Project.
2024 M2 Regional Capacity Program (Project O) Call for Projects - Programming Recommendations
ATTACHMENT B
Agency
Fiscal
Year Project Fund Phase
M2 Funding
Engineering
M2 Funding
Right-of-Way
M2 Funding
Construction*
Total M2
Funding
Estimated
Match
Total
Programming
Match
Rate
Dana Point 24/25 Stonehill Drive Improvement Project1 ACE ENG 330,000 $ 330,000$ 110,000$ 440,000 $ 25% Garden Grove 25/26 Garden Grove Boulevard/Harbor Boulevard Intersection Improvement2 ICE CON 3,957,107 $ 3,957,107$ 2,130,750$ 6,087,856 $ 35% Irvine 25/26 Jeffery Road and Barranca Parkway
Intersection Improvements3 ICE ROW,
CON 89,049$ 926,065 $ 1,015,113$ 338,372$ 1,353,485$ 25% Laguna Niguel 24/25,
25/26
Crown Valley Parkway Westbound
Improvement Project4 ACE ROW,
CON 1,781,514$ 7,671,014 $ 9,452,528$ 3,150,842$ 12,603,371 $ 25% Santa Ana 24/25 Dyer Road Improvements (SR-55 to 700' E/O Pullman Street) ACE ENG 2,365,200 $ 2,365,200$ 788,400$ 3,153,600$ 25% Yorba Linda 24/25 Yorba Linda Boulevard/Savi Ranch Parkway Improvements5 ICE ROW 1,601,700 $ 1,601,700$ 533,900$ 2,135,600$ 25% 330,000$ 3,472,263 $ 14,919,385 $ 18,721,648$ 7,052,264$ 25,773,912 $ *Includes escalation of 2.6% for all right-of-way and construction projects programmed for fiscal year 2025/26.
Acronyms:
ACE - Arterial Capacity Enhancements ICE - Intersection Capacity Enhancements ROW - Right-of-Way CON - Construction M2 - Measure M2 SR-55 - State Route 55 CTFP - Comprehensive Transportation Funding Programs
E/O - East of MPAH - Master Plan of Arterial Highways
ENG - Engineering OCTA - Orange County Transportation Authority
3. Applicant requested additional funding but award is reduced to reflect eligibility of items within project scope. Total project cost is $1.47 million. The OCTA grant plus local match is $1.35 million; an additional $158K is to come from local sources.
PROGRAMMING TOTALS
1. Applicant requested additional funding but award is reduced to reflect eligibility of items within project scope. Total project cost is $687k. The OCTA grant plus local match is listed as $440K; an additional $247k will be needed from local sources.
2. Applicant requested additional funding but award is reduced to reflect eligibility of items within project scope and correct match reduction. Total project cost is $6.48 million. The OCTA grant plus local match is listed as $6.08 million; an additional $548k is to come from local sources.
4. Applicant requested additional funding but award is reduced to reflect eligibilty of items within project scope. The recommended grant includes a minor exception to the CTFP guidelines to allow work within 600 feet from intersection for the benefit of the MPAH to reach a logical terminus on Forbes Road, south of the intersection. Total project cost is $14.5 million. The OCTA grant plus local match is $12.6 million; an additional $2.21 million is to come from local sources.
5. Applicant requested additional funding but award is reduced to reflect eligibility of items within project scope. The recommended grant includes a minor exception to the CTFP guidelines to allow work within a 600 feet from intersection for the benefit of the MPAH to reach a logical terminus on Mirage Street. Total project cost is $2.63 million. The OCTA grant plus local match is $2.14 million; an additional $492k is to come from local sources.
2024 M2 Regional Traffic Signal Synchronization Program (Project P) Call for Projects - Programming Recommendations
ATTACHMENT C
Agency
Fiscal
Year Project 1
M2 Funding
Primary
Implementation
M2 Funding
Operations &
Maintenance
Total M2
Funding Match
Total
Programming Match Rate
Anaheim 24/25 Ball Road-Taft Avenue Traffic Signal Synchronization Project2 1,264,038$ 106,560 $ 1,370,598$ 342,650$ 1,713,248$ 20% Laguna Hills 24/25 Paseo De Valencia - Moulton Parkway Confluence Bypass Corridor3,4 1,274,666$ 73,440 $ 1,348,106$ 337,026$ 1,685,132$ 20% Laguna Niguel 24/25 Alicia Parkway RTSSP Project5 2,765,019$ 225,600 $ 2,990,619$ 747,655$ 3,738,274$ 20% Rancho Santa Margarita 24/25 Antonio Parkway - Avenida De Las Banderas - Avenida Empresa RTSSP Project6 2,466,004$ 147,600 $ 2,613,604$ 653,401$ 3,267,005$ 20% Santa Ana 24/25 Kraemer Boulevard/Glassell Street/Grand Avenue RTSSP Corridor7 4,425,166$ 143,360 $ 4,568,526$ 1,142,132$ 5,710,658 $ 20% PROGRAMMING TOTALS 12,194,893$ 696,560 $ 12,891,453$ 3,222,864$ 16,114,317 $ Acronyms:
M2 - Measure M2
RTSSP - Regional Traffic Signal Synchronization Program
2. Project partners include Caltrans and City of Orange.
3. Project partner includes City of Laguna Woods.
5. Project partners include Cities of Aliso Viejo, Caltrans, Laguna Hills, and Mission Viejo.
6. Project partners include Caltrans and County of Orange.
7. Project partners include Cities of Anaheim, Brea, Caltrans, Placentia, and Orange.
1. The City of San Clemente submitted but then withdrew a Project P application totaling $473k for timing work on El Camino Real that overlapped with OCTA's Countywide Baseline Project.
4. Coordination with Alicia Parkway RTSSP project to achieve minimum signal count. !
!
IRVINE
ANAHEIM
UNINCORPORATED
ORANGE
SANTA ANA
BREA
FULLERTON
TUSTIN
YORBA LINDA
NEWPORT BEACH
COSTA MESA
MISSION
VIEJO
LAKE
FOREST
HUNTINGTON
BEACH
GARDEN GROVE
LAGUNA
NIGUEL
BUENA
PARK
WESTMINSTER
SAN JUAN
CAPISTRANO
PLACENTIA
ALISO VIEJO
LA HABRA
DANA
POINT
FOUNTAIN
VALLEY
SAN
CLEMENTE
STANTON
LAGUNA
BEACH
LAGUNA
HILLS
RANCHO
SANTA
MARGARITALAGUNA WOODS
VILLA
PARK
S o u r c e : O C T A
R T S S P R e g i o n a l T r a f f i c S i g n a l S y n c h r o n i z a t i o n P r o g r a m 4 / 2 2 / 2 0 2 4
W : \ R e q u e s t s \ P D C S \ S P \ P D C R \ P r o j e c t s \ m a p s \ P r o j e c t O a n d P A w a r d s _ 2 0 2 4 - 0 4 1 1 . m x d 0 4 2
M i l e sZ
2 0 2 4 R e c o m m e n d e d P r o j e c t O & P A w a r d s Yorba Linda
Yorba Linda Boulevard/Savi Ranch Parkway
Improvements
Santa Ana
Kraemer Boulevard/Glassell Street/Grand Avenue
RTSSP Corridor
Garden Grove
Garden Grove Boulevard/Harbor Boulevard
Intersection Improvement
Anaheim
Ball Road-Taft Avenue
Traffic Signal Synchronization Project
Santa Ana
Dyer Road
Improvements
Irvine
Jeffrey Road and Barranca Parkway
Intersection Improvements
Rancho Santa Margarita
Antonio Parkway-
Avenida De Las Banderas-
Avenida Empresa
RTSSP Project
Laguna Hills
Paseo de Valencia-
Moulton Parkway
Confluence Bypass
Corridor
Laguna Niguel
Alicia Parkway
RTSSP Project
Dana Point
Stonehill Drive
Improvement Project
P r o j e c t P C o r r i d o r s
P r o j e c t O L o c a t i o n s!
R I V E R S I D E
S A N
B E R N A R D I N O
O R A N G E
C O U N T Y
L O S
A N G E L E S
Laguna Niguel
Crown Valley Parkway Westbound
Improvement Project
ATTACHMENT D
RTSSP - Regional Traffic Signal Synchronization Program Comprehensive Transportation Funding Programs
2024 Call for Projects
Programming Recommendations
2 Program Project O Project P
Goals and Objective Project O provides funding to
complete the MPAH. In addition, the
program provides for intersection
improvements and other projects to
help improve street operations and
reduce congestion.
Project P targets to coordinate over
2,000 signalized intersections in the
County across jurisdictional boundaries
including cities, County of Orange, and
Caltrans.
% of M2 Allocation 10% of M2 Net Revenues 4% of M2 Net Revenues Call Amount
(on average)
Approximately $30 million awarded
per call.
Approximately $10.5 million awarded
per call.
Impact Through 13 calls, 180 projects
awarded, more than $387 million
(includes leveraged external funds).
Through 13 calls, 112 projects
awarded, more than $137 million
(includes leveraged external funds).
Background
Call – Call for projects
Caltrans – California Department of Transportation
MPAH - Master Plan of Arterial Highways
M2 – Measure M2
3 Regional Capacity Program
Closes gaps in the
local road network
Improves intersections
to enhance street
operations
Provides better
interfaces with the
highway system
Project O funds
awarded to date:
$363.4 million
Grand Avenue
Improvements
City of Santa Ana
Project O Examples
Brookhurst
Street
Improvements
City of Anaheim
Newport
Boulevard
Improvements
City of
Newport Beach
Bastanchury
Road
Improvements
City of Yorba Linda
4 Regional Traffic Signal Synchronization
Reduces travel times,
stops, and delays
Invests in future-
proofing the system
Improves traffic flow
and makes the system
more efficient
Project P funds
awarded to date:
$129.4 million
Irvine Center Drive /
Edinger Avenue
City of Irvine
Marguerite
Parkway
City of
Mission Viejo
Project P Examples
Edinger Avenue
City of Fountain Valley
Staff Recommendations
• Approve the 2024 RCP to fund six projects, totaling $18.72 million • Approve the 2024 RTSSP to fund five projects, totaling $12.89 million
5 RCP - Regional Capacity Program
RTSSP - Regional Traffic Signal Synchronization Program 6 Project O
Recommendations
Approve six projects totaling
$18.72 million in RCP funds
• $12.15 million for roadway
improvements
• $6.57 million for intersection
enhancements
7 Project P
Recommendations
Approve five projects totaling
$12.89 million in RTSSP funds
▪ Improvements to194 signals
along 50 miles of streets
▪ Coordination of traffic flow
across 12 local jurisdictions
2024 Call Timeline and Milestones
• March 27, 2024 – Technical Advisory Committee
• May 6, 2024 – Regional Transportation Planning Committee • May 13, 2024 – OCTA Board Final Approval
• July 1, 2024 – Programming of 2024 Project O & Project P Grants (subject to Board Approval)
8 Board – Board of Directors
OCTA – Orange County Transportation Authority