EXHIBIT 3
COMMITTEE TRANSMITTAL
May 13, 2024
To: Members of the Board of Directors
Andrea West, Clerk of the BoardFrom:
Subject: Comprehensive Transportation Funding Programs – 2024 Call for Projects Programming Recommendations
Regional Transportation Planning Committee Meeting of May 6, 2024
Present:
Absent:
Directors Do, Dumitru, Federico, Foley, Harper, and Stephens Khan
Committee Vote
This item was passed by the Members present.
Committee Recommendations
A.
B.
Approve the award of $18.72 million in 2024 Regional Capacity Program (Project O) funds to six local jurisdiction projects.
Approve the award of $12.89 million in 2024 Regional Traffic Signal Synchronization Program (Project P) funds to five local jurisdiction projects.
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
Darrell E. Johnson, Chief Executive OfficerFrom:
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.
B.
Approve the award of $18.72 million in 2024 Regional Capacity Program (Project O) funds to six local jurisdiction projects.
Approve the award of $12.89 million in 2024 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.
Orange County Transportation Authority
550 South Main Street / P.O. Box 14184 / Orange / California 92863-1584 / (714) 560-OCTA (6282)
Comprehensive Transportation Funding Programs – Page 2
2024 Call for Projects Programming Recommendations
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 2024 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 clarifications, 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.
Orange County Transportation Authority
550 South Main Street / P.O. Box 14184 / Orange / California 92863-1584 / (714) 560-OCTA (6282)
Comprehensive Transportation Funding Programs – Page 3
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 $13.91 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 requested 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 recommends 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
6 RTSSP
5 Total
11Number of Applications Recommended for Approval
Amount Recommended for Approval (escalated) $18.72 $12.89 $31.61 These recommendations are consistent with the 2024 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 agencies 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 – Page 4
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 awards. 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 – Page 5
2024 Call for Projects Programming Recommendations
Attachments
A.
B.
2024 Measure M2 Call for Projects – Applications Received 2024 M2 Regional Capacity Program (Project O) Call for Projects – Programming Recommendations
C.
D.
2024 M2 Regional Traffic Signal Synchronization Program (Project P) Call for Projects – Programming Recommendations
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
ATTACHMENT A
2024 Measure M2 Call for Projects – Applications Received Regional Capacity Program (Project O) Applications
Total M2
RequestAgency
Dana Point
Project Fund Phase Match Rate Match Total Cost
687,000Stonehill Drive Improvement Project ACE ENG 25% $ $
$
515,250 $
$
$
$
$
171,750 $
$
$
$
$
Garden Grove
Irvine
Garden Grove Boulevard/Harbor Boulevard Intersection Improvement Jeffery Road and Barranca Parkway Intersection Improvements Crown Valley Parkway Westbound Improvement Project
ICE
ICE
CON
ROW, CON
ROW, CON
ENG
25%
25%
25%
25%
25%
4,274,963
1,104,221
1,424,987
368,074
5,699,950
1,472,295
14,902,905
3,153,600
Laguna Niguel
Santa Ana
Yorba Linda
ACE
ACE
ICE
$ 11,177,179 3,725,726
788,400Dyer Road Improvements (SR-55 to 700' E/O Pullman Street) Yorba Linda Boulevard/Savi Ranch Parkway Improvements
$
$
2,365,200
1,971,000ROW $ 657,000 $ 2,628,000
REQUESTED TOTALS $ 21,407,813 $ 7,135,937 $ 28,543,750
Regional Traffic Signal Synchronization Program (Project P) Applications Total M2
RequestAgency Project1 Fund Signals Match Rate Match Total Cost Anaheim Ball Road-Taft Avenue Traffic Signal Synchronization Project2 RTSSP 37 20% $ $
$
1,756,774
1,498,451
2,974,355
$
$
$
$
439,194 $
$
$
$
2,195,968
Laguna Hills Paseo De Valencia - Moulton Parkway Confluence Bypass Corridor Alicia Parkway RTSSP Project
RTSSP
RTSSP
20 40
20%
20%
374,613
743,589
663,914
1,873,064
3,717,944
3,319,570
Laguna Niguel
Rancho Santa
Margarita Antonio Parkway - Avenida De Las Banderas - Avenida Empresa RTSSP Project Kraemer Boulevard/Glassell Street/Grand Avenue RTSSP Corridor RTSSP
RTSSP
38 62
20%
20%
$
$
2,655,656
4,647,224Santa Ana $ 1,161,806 $ 5,809,030
REQUESTED TOTALS $ 13,532,460 $ 3,383,116 $ 16,915,576
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.
ATTACHMENT B
2024 M2 Regional Capacity Program (Project O) Call for Projects - Programming Recommendations
Fiscal
Year
M2 Funding
Engineering
M2 Funding
Right-of-Way
M2 Funding
Construction*
Total M2
Funding
Estimated
Match
Total
Programming
Match
RateAgency Project Fund Phase
Dana Point 24/25 Stonehill Drive Improvement Project 1 ACE ENG $ 330,000 $ $
$
$
$
330,000 $
$
$
$
$
110,000 $ 440,000
6,087,856
1,353,485
12,603,371
3,153,600
25%
Garden Grove Boulevard/Harbor Boulevard
Intersection Improvement 2Garden Grove
Irvine
25/26
25/26
ICE
ICE
CON $
$
$
$
3,957,107
926,065
3,957,107
1,015,113
9,452,528
2,365,200
2,130,750
338,372
$
$
$
$
35%
25%
25%
25%
25%
Jeffery Road and Barranca Parkway
Intersection Improvements 3
ROW,
CON $
$
89,049
24/25, Crown Valley Parkway Westbound
25/26 Improvement Project 4
ROW,
CONLaguna Niguel
Santa Ana
Yorba Linda
ACE
ACE
ICE
1,781,514 7,671,014
2,365,200
3,150,842
788,400Dyer Road Improvements (SR-55 to 700' E/O
Pullman Street)24/25
24/25
ENG
Yorba Linda Boulevard/Savi Ranch Parkway
Improvements5 ROW $ 1,601,700 $ 1,601,700 $ 533,900 $ 2,135,600 PROGRAMMING TOTALS $ 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 CON - Construction M2 - Measure M2
CTFP - Comprehensive Transportation Funding Programs
ROW - Right-of-Way
SR-55 - State Route 55
E/O - East of MPAH - Master Plan of Arterial Highways
OCTA - Orange County Transportation AuthorityENG - Engineering
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.
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.
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.
ATTACHMENT C
2024 M2 Regional Traffic Signal Synchronization Program (Project P) Call for Projects - Programming Recommendations
M2 Funding
Primary
Implementation
M2 Funding
Operations &
Maintenance
Fiscal
Year
Total M2
Funding
Total
ProgrammingAgency Project1 Match
342,650
Match Rate
Anaheim 24/25 Ball Road-Taft Avenue Traffic Signal Synchronization Project2 $ 1,264,038 1,274,666
2,765,019
2,466,004
$
$
$
$
106,560
73,440
$
$
$
$
1,370,598 $
$
$
$
$
$
$
$
1,713,248
1,685,132
3,738,274
3,267,005
20%
Laguna Hills 24/25 Paseo De Valencia - Moulton Parkway Confluence Bypass Corridor3,4 $ $
$
1,348,106
2,990,619
2,613,604
337,026
747,655
653,401
20%
20%
20%
20%
Laguna Niguel
Rancho Santa Margarita
Santa Ana
24/25 Alicia Parkway RTSSP Project 5 225,600
147,600Antonio Parkway - Avenida De Las Banderas - Avenida Empresa24/25 RTSSP Project6 24/25 Kraemer Boulevard/Glassell Street/Grand Avenue RTSSP Corridor7 $ $
4,425,166 $
$
143,360
696,560
$
$
4,568,526 $
$
1,142,132
3,222,864
$
$
5,710,658
PROGRAMMING TOTALS 12,194,893 12,891,453 16,114,317
Acronyms:
M2 - Measure M2
RTSSP - Regional Traffic Signal Synchronization Program
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.
2. Project partners include Caltrans and City of Orange.
3. Project partner includes City of Laguna Woods.
4. Coordination with Alicia Parkway RTSSP project to achieve minimum signal count.
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.
2 R 0 2 4 e o c m m e n P A d O P e & w d c r t oa j r d sATTACHMENT D
LA HABRA BREAL O S S A N
A N G E L E S B E R N A R D N I O
PLACENTIAFULLERTON YORBA LINDA
Yorba Linda
Yorba Linda Boulevard/Savi Ranch Parkway
Improvements
BUENA
PARK R V E I R D S I E
Santa Ana
ANAHEIM Kraemer Boulevard/Glassell Street/Grand Avenue
RTSSP Corridor
VILLA
PARK
STANTON
Anaheim ORANGEBall Road-Taft Avenue
Traffic Signal Synchronization Project
GARDEN GROVE !
WESTMINSTER UNINCORPORATEDGarden Grove
Garden Grove Boulevard/Harbor Boulevard
Intersection Improvement
SANTA ANA TUSTIN
O R A N G E
C O U N T YFOUNTAIN
VALLEY
Santa Ana
Dyer RoadHUNTINGTON
ImprovementsBEACH
Rancho Santa MargaritaIRVINE Antonio Parkway-
Avenida De Las Banderas-
Avenida Empresa
Irvine
! Jeffrey Road and Barranca Parkway
Intersection ImprovementsCOSTA MESA RTSSP Project
LAKE
FOREST
Laguna Hills
Paseo de Valencia-
Moulton Parkway
Confluence Bypass
Corridor
RANCHO
SANTA
MARGARITA
MISSION
VIEJONEWPORT BEACH LAGUNA WOODS
Laguna Niguel
Alicia Parkway
RTSSP ProjectLAGUNA
HILLSALISO VIEJO
Laguna Niguel
Crown Valley Parkway Westbound
Improvement Project
LAGUNA
BEACH
! P O e L r c t o c a o j o n s t i LAGUNA
NIGUEL
P C P e r c t o r o d j o r is SAN JUAN
S o u O r C c e : T A CAPISTRANO
S g y n c S a h R i c z a T l r P S o T n r R i o i S t n o – a g i e f P r g i a l f m Z
0 2 4
DANA
POINT
Dana Point
Stonehill Drive
Improvement Project
SAN
CLEMENTE
e s M l i
2 0 2 4 / 4 /
RTSSP - Regional Traffic Signal Synchronization Program
Comprehensive Transportation Funding Programs
2024 Call for Projects
Programming Recommendations
Background
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).
Call – Call for projects
Caltrans – California Department of Transportation
MPAH - Master Plan of Arterial Highways
M2 – Measure M2 2
Regional Capacity Program
Project O ExamplesCloses gaps in the
local road network
Improves intersections
to enhance street
operations
Provides better
interfaces with the
highway system
Bastanchury
Road
Improvements
Project O funds
awarded to date:
$363.4 million
Newport
Boulevard
Improvements
City of
Brookhurst
Street
Improvements
Grand Avenue
Improvements
City of Santa Ana City of Yorba LindaCity of Anaheim
Newport Beach
3 Regional Traffic Signal Synchronization
Project P ExamplesReduces 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
Edinger Avenue
City of Fountain Valley
Mission Viejo
4 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
RCP - Regional Capacity Program
RTSSP - Regional Traffic Signal Synchronization Program 5 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
6 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
7 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)
Board – Board of Directors
OCTA – Orange County Transportation Authority
8