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SUB RECEIPIENT FUNDING AGREEMENT
SB125 - ZERO EMISSION TRANSIT CAPITAL FUNDS
FOR
CITY OF SOUTH LAKE TAHOE CHARGING FACILITY
This Sub Recipient Funding Agreement for City of South Lake Tahoe Charging Facility (this “Agreement”) is dated and effective October _____, 2025, between the Tahoe Transportation District, a bi-state special purpose district created by the Tahoe Regional Planning Compact, (“TTD”) and the City of South Lake Tahoe, a municipal corporation (“CITY”). City and TTD will be collectively referred to herein as the Funding Partners or the Parties and individually as a Party.
RECITALS
WHEREAS, TTD was established under Article IX of the Tahoe Regional Planning Compact as amended in 1980 by the United States Congress through Public Law 96-551 (the “Compact”), and TTD is a governmental agency operating within the States of Nevada and California pursuant to the Compact; and
WHEREAS, pursuant to the Compact, TTD is responsible for facilitating and implementing multi-modal transportation plans, programs, and projects for the Lake Tahoe Basin, including transit operations; and
WHEREAS, CITY is a California municipal corporation; and WHEREAS, TTD has entered into agreement with the Tahoe Regional Planning Agency (TRPA) to receive FY 23-24 California SB125 Transit and Intercity Rail Capital Program (TIRCP) formula funds (Grant Agreement # 25C00025 Attachment A); and WHEREAS, CITY desires to construct a vehicle charging station specifically for the purpose of charging electric vehicles purposed for micro-transit operations within the CITY and El Dorado County limits (PROJECT); and
WHEREAS, CITY requests $500,000 of TTD’s TIRCP funds for the purpose of constructing the PROJECT; and
WHEREAS, TTD desires to appropriate and provide $500,000 of TIRCP funds to CITY for the PROJECT on the terms and conditions set forth herein; and WHEREAS, this Agreement defines the funding contribution and the rights and obligations of the Parties.
NOW, THEREFORE, in consideration of the foregoing recitals and the covenants contained herein, the Parties agree as follows:
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1. EFFECTIVENESS AND TERM. This Agreement shall be effective as of the date of the last Party to execute this Agreement (the “Effective Date”). The terms of this Agreement shall be per TIRCP Cycle 2 obligation guidelines. CITY agrees to expend all funds within two (2) years of the Effective Date or any unexpended funds shall be returned to TTD.
2. FUNDING. This Agreement is for a total sub-recipient sum of Five Hundred Thousand and 00/100 Dollars ($500,000) of TIRCP funds (the “Funds”). CITY shall provide all match funding required for the TIRCP Funds.
3. SUB-RECIPIENT RESPONSIBILITIES. CITY shall be responsible for the complete performance of PROJECT including all of the following:
a. PROJECT shall be constructed as detailed in Exhibit C. b. Procurement shall be in accordance with all appliable state laws and procedures. c. CITY agrees to comply with all requirements of the SB125 TIRCP Program Cycle 2 final guidelines (Exhibit B) including but not limited to all applicable grant guidelines, deadlines, and approved projects by TRPA and CalSTA.
Payment to CITY shall be one lump sum payment of $500,000. TTD shall not be obligated to make payment to CITY until CITY has provided sufficient information subject to the approval of TTD’s Executive Director’s, or their designee’s, reasonable satisfaction, which information shall include an invoice consistent with SB 125 guidelines, with the requisite billing detail, for the invoice to be processed, and such other information as may be reasonably requested.
d. CITY agrees to maintain or acquire sufficient legal, financial, technical, and managerial capacity to: (i) plan, manage, and complete the expenditure of the Funds; (b) carry out the appropriate expenditure of the Funds, and (c) comply with the terms of this Agreement and all applicable laws, regulations, and policies pertaining to the expenditure of the Funds.
e. CITY agrees to the following PROJECT milestones:
i. Develop final design/bid documents by January 2026
ii. Invoice TTD for SB125 funds by March 2026
iii. Award project by May 2026
iv. Project construction completion by July 2027
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v. Final project closeout by September 2027
vi. Final project reporting to TTD/TMPO by October 2027 f. CITY shall expend Funds only for PROJECT as defined by this Agreement and for work as shown in Exhibit C. Twenty percent (20%) of all invoices due to contractor shall be provided by CITY local funds.
g. CITY shall include acknowledgment on Project reports, documents, outreach materials (including print, electronic, and social media), and any other applicable materials that the Projects is funded in part or in whole by SB 125 funds. h. CITY agrees to perform all Operations and Maintenance (O&M) for the constructed PROJECT at no cost to TTD.
4. INVOICING. CITY shall provide invoice to TTD at least thirty (30) days in advance of the lump sum payment due date. Invoices shall reference the Project, Project Number, and the payment due date.
5. USE OF FUNDS. CITY shall deposit all funding amounts received into a separate account held solely for the PROJECT. CITY shall use all funds solely for the purpose of paying the costs of constructing the PROJECT.
6. RETURNS. Any unexpended Funds will be returned to TTD if the PROJECT is not constructed.
7. REPORTING. CITY will provide all reporting for PROJECT to TTD as specified in Attachment B.
8. COMPLIANCE WITH LAWS; NONDISCRIMINATION. CITY and any contractors, subcontractors, consultants, and other vendors constructing PROJECT shall comply with all applicable Federal, State and local laws, rules, regulations, ordinances, including the provisions of the Americans with Disabilities Act of 1990 and Fair Employment and Housing Act, and will not unlawfully discriminate against employees, applicants or clients because of race, sex, sexual orientation, color, ancestry, religion or religious creed, national origin or ethnic group identification, mental disability, physical disability, medical condition (including cancer, HIV and AIDS), age (over 40), marital status, or use of Family and Medical Care Leave and/or Pregnancy Disability Leave in regard to any position for which the employee or applicant is qualified.
9. RECORDS. CITY shall maintain satisfactory account statements, records and other documents relating to PROJECT. Account statements, records and other documents relating to ATTACHMENT A JM/ja AGENDA ITEM: IV.F. Tahoe Transportation District Board Meeting Agenda Packet -October 1, 2025
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PROJECT shall be retained by CITY for three years following the completion or termination of this Agreement and shall be subject to examination and audit by TTD and/or CalSTA.
10. DISPUTES AND WITHDRAWAL. The Parties shall meet and confer in an attempt to resolve any disputes arising from this Agreement. If the dispute cannot be resolved, any Party may withdraw from this Agreement upon 60 days written notice to the other Parties.
11. HOLD HARMLESS AND INDEMNIFICATION AGREEMENT. CITY agrees to protect, defend, indemnify, and hold TTD its board members, officers, agents, employees, and volunteers (the "Indemnified Party") free and harmless from and against any and all losses, claims, liens, demands, and causes of action of every kind and character, including but not limited to judgments, penalties, interest, court costs, attorneys’ fees, and all other expenses incurred by the Indemnified Party, arising out of or related to CITY’s performance or nonperformance under this Agreement, including the acts or omissions of its employees, agents, contractors, or subcontractors. This indemnification shall not apply to the extent such losses, claims, or damages are caused by the sole negligence or willful misconduct of TTD. CITY’s obligations under this Section 11 shall survive the expiration or earlier termination of this Agreement.
12. GOVERNING LAW; JURISDICTION. This Agreement will be governed by, interpreted under; and construed and enforced in accordance with the laws of the State of California, without regard to its conflict of laws rules, with venue in County of El Dorado, California. Each of the Parties acknowledges and agrees that the laws of the State of California and the selection of venue in the foregoing were freely chosen by the Parties. Each Party consents to exclusive personal jurisdiction over such Party by the courts of the State of California and agrees that service of process on such Party may be affected by certified or registered mail, return receipt requested, directed to such Party at its address shown in this Agreement.
13. NOTICE. Written notice under this Agreement shall be provided via U.S. Mail, electronic mail, or in person, as follows:
Jim Marino
Executive Director
Tahoe Transportation District
P.O. Box 499
Zephyr Cove, NV 89448
Joe Irvin
City Manager
City of South Lake Tahoe
1901 Lisa Maloff Way
South Lake Tahoe, CA 96150
14. NO THIRD-PARTY BENEFICIARIES. This Agreement is for the exclusive benefit of the Parties hereto and nothing contained herein shall be construed as granting, vesting, creating or conferring any right or cause of action on any third party. Nothing in this Agreement is intended ATTACHMENT A JM/ja AGENDA ITEM: IV.F. Tahoe Transportation District Board Meeting Agenda Packet -October 1, 2025
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to create, nor shall it be deemed to create, any contractual relationship between any third party and the Funding Partners.
15. ENTIRE AGREEMENT. This Agreement and the documents incorporated herein by reference constitute the entire agreement between the parties relating to the Funds and may not be modified except by an instrument in writing signed by the authorized representative of the Party.
If any provision, or portion thereof, of this Agreement is or becomes invalid under any applicable statute or rule of law, it shall be deemed stricken and the remainder of this Agreement shall remain in full force and effect.
16. ATTORNEYS’ FEES, COSTS, AND EXPENSES. In the event litigation or other proceeding is required to enforce or interpret any provision of this Agreement, the prevailing Party in such litigation or other proceeding shall be entitled to an award of reasonable attorneys’ fees, costs and expenses, in addition to any other relief to which it may be entitled.
17. CONSTRUCTION OF AGREEMENT. All Parties have been represented by counsel, or had the opportunity to be represented by counsel, in the preparation and negotiation of this Agreement, and this Agreement shall be construed according to the fair meaning of its language.
The rule of construction to the effect that ambiguities are to be resolved against the drafting party shall not be employed in interpreting this Agreement. Unless the context clearly requires otherwise: (a) the plural and singular numbers shall each be deemed to include the other; (b) the masculine, feminine, and neuter genders shall each be deemed to include the others; (c) “shall,” “will,” or “agrees” are mandatory, and “may” is permissive; (d) “or” is not exclusive; (e) “includes” and “including” are not limiting; and (f) “days” means calendar days unless specifically provided otherwise.
18. COUNTERPARTS; ELECTRONIC SIGNATURE. This Agreement may be executed in duplicate counterparts. Each counterpart shall be deemed an original and both together shall constitute but which together will constitute one and the same Agreement. This Agreement shall not be deemed executed unless and until at least one counterpart bears the signatures of all Parties’ designated signatories.
19. INCORPORATION BY REFERENCE. All Exhibits attached hereto are incorporated herein by reference.
IN WITNESS WHEREOF, this Agreement has been executed by the Parties as of the date set forth below.
Jim Marino Date
Executive Director
Tahoe Transportation District
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Joe Irvin Date
City Manager
City of South Lake Tahoe
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FORMULA-BASED
AND INTERCITY RAIL
ZERO EMISSION
F
January 202
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FINAL GUIDELINES FORMULAIC FUNDING
Contents
1 Authority and Purpose ..................................................................................................................................... 3 2 Objectives ........................................................................................................................................................ 4 3 Eligible Recipients and Funding Distribution.................................................................................................... 5 4 Schedule .......................................................................................................................................................... 6 5 Eligible Projects ................................................................................................................................................ 6 6 Requirements for Funding Allocations ............................................................................................................. 9 7 Approval and Programming........................................................................................................................... 12 8 Project Delivery and Reporting ...................................................................................................................... 12 9 Project Administration ................................................................................................................................... 14 Attachment 1: CCI Funding Guidelines for Administering Agencies ...................................................................... 15 Investments to Benefit Disadvantaged Communities and Low-Income Communities and Households ........... 15 Attachment 2: Quantification Methodology and Co-Benefit Assessment Methodology ...................................... 16 CCI Quantification and Reporting Materials ...................................................................................................... 16 Attachment 3: Benefit Criteria Tables ................................................................................................................... 18 CCI Benefit Criteria Tables ................................................................................................................................. 18 Attachment 4: Eligible Recipients and Fund Estimates ......................................................................................... 19 ATTACHMENT A JM/ja AGENDA ITEM: IV.F. Tahoe Transportation District Board Meeting Agenda Packet -October 1, 2025
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1 Authority and Purpose
The Transit and Intercity Rail Capital Program (TIRCP) was created by Senate Bill (SB) 862 (Chapter 36, Statutes of 2014) and modified by SB 9 (Chapter 710, Statutes of 2015), to provide grants from the Greenhouse Gas Reduction Fund (GGRF) to fund transformative capital improvements that will modernize California’s intercity, commuter, and urban rail systems, and bus and ferry transit systems, to significantly reduce emissions of greenhouse gases, vehicle miles traveled, and congestion. The legislation of these bills is codified in Sections 75220 through 75225 of the Public Resources Code (PRC). Assembly Bill (AB) 398 (Chapter 135, Statutes of 2017) extended the Cap-and-Trade Program that supports the TIRCP from 2020 through 2030. SB 1 (Chapter 5, Statutes of 2017) continues to provide a historic funding increase for transportation with funds directed to the TIRCP from the Public Transportation Account (PTA).
AB 102 (Chapter 38, Statutes of 2023) and SB 125 (Chapter 54, Statutes of 2023) amended the Budget Act of 2023 to appropriate $4,000,000,000 of General Fund to the TIRCP over the next two fiscal years as well as $910,000,000 of GGRF funding and $190,000,000 of PTA funding over the next four fiscal years to establish the Zero-Emission Transit Capital Program (ZETCP).
Further, AB 173 (Chapter 53, Statutes of 2024), SB 108 (Chapter 35, Statutes of 2024), and SB 109 (Chapter 36, Statutes of 2024) amended the Budget of Act of 2024 to make adjustments to the timing of the availability of funds for both the TIRCP and the ZETCP. For the TIRCP, $2,000,000,000 of General Fund and GGRF funding was made available for the 2023–24 fiscal year, $1,000,000,000 of General Fund and GGRF funding is made available for the 2024–25 fiscal year, and $1,000,000,000 of General Fund and GGRF funding is made available for the 2025–26 fiscal year. For the ZETCP, $190,000,000 of PTA funding was made available for the 2023-24 fiscal year, $220,000,000 of GGRF funding is made available for the 2024- 25 fiscal year, $0 is made available for the 2025-26 fiscal year, $230,000,000 of GGRF funding is made available for the 2026-27 fiscal year, and $460,000,000 of GGRF funding is made available for the 2027-28 fiscal year. These guidelines are specifically developed to facilitate the award of these funds to projects in an expeditious manner.
These guidelines include elements of the policy, standards, criteria, and procedures for the development, adoption, evaluation and administration of the TIRCP last updated for Cycle 6 (which delivered its last tranche of funding for project awards in July 2023) but are unique to this particular cycle of TIRCP funding. In allowing the funds covered by these guidelines to be available for operating costs, the guidelines are also required to be aligned with the legislative intent described in subdivision (d) of Section 75226 of, and subdivision (f) of Section 75260, of the Public Resources Code. They will be further informed by input received through workshops, public comments and written responses to be received by December 30, 2024.
SB 125 provided additional direction with regards to the funding appropriated in the Budget Act of 2023 and amended in the Budget Act of 2024. It created specific categories for funding as follows:
A) $3,995,000,000 over three fiscal years shall be distributed pursuant to a population-based formula to regional transportation planning agencies (RTPA) as defined in Section 7 of these guidelines. The bill authorizes RTPAs to use the moneys for high-priority transit capital projects consistent with the uses allowed in Cycle 6 of the TIRCP, which includes existing projects seeking to maintain or obtain federal or local funding commitments, project development for major projects that are seeking to enter or have already entered project development with federal partners, or for new TIRCP projects. As in Cycle 6, all capital projects must both increase ridership and reduce greenhouse gas emissions, in common with traditional TIRCP project requirements. The funding may also be used to fund transit operating expenses that prevent service cuts and increase ridership for operators within the RTPAs jurisdiction, subject to compliance with requirements and further detail described in Section 6 of these guidelines.
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pursuant to a population-based formula and another formula based on transit operator revenues within the jurisdiction of these RTPAs, as specified (the formula described is consistent with the current State Transit Assistance formula). The bill authorizes RTPAs to use the moneys for zeroemission transit equipment, including, but not limited to, zero-emission vehicles and refueling infrastructure and, subject to compliance with requirements described in Section 6 of these guidelines, to use those moneys to fund transit operating expenditures that prevent service reduction or elimination in order to maintain or increase ridership. 2 Objectives
The TIRCP was created to fund transformative capital improvements that modernize California’s intercity rail, bus (including feeder buses to intercity rail services, as well as vanpool and micro transit services that are eligible to report as public transit to the Federal Transit Administration), ferry, and rail transit systems (collectively referred to as transit services or systems inclusive of all aforementioned modes unless otherwise specified) to achieve all of the following policy objectives, as codified in Section 75220(a) of the PRC:
1. Reduce emissions of greenhouse gases
2. Expand and improve transit service to increase ridership
3. Integrate the rail service of the state’s various rail operations, including integration with the high-speed rail system
4. Improve transit safety
Additionally, Section 75221(c) of the PRC codifies a programmatic goal to provide at least 25 percent of available funding to projects that provide a direct, meaningful, and assured benefit to disadvantaged communities, consistent with the objectives of SB 535. AB 1550 provides further requirements related to ensuring investments meet the needs of priority populations, a term used to cover disadvantaged communities, low-income communities and low-income households.
Investments made by TIRCP are expected to collectively meet or exceed the requirements in AB 1550. Each RTPA will need to provide information related to its projects sufficient to determine the nature of priority population benefits; however, there is no minimum requirement that each project or RTPA needs to meet for the projects submitted.
Taken as a whole, the increases in transit system ridership, as well as the reduction in vehicle miles traveled, congestion and greenhouse gas emissions, will help deliver a healthier and safer transportation system. Investments are expected to position the state to lead in the deployment of cutting edge and zero emission technologies, test innovative strategies and new approaches to reducing transportation-related fatalities, provide important new capacity in corridors that support growth in jobs and housing, and to expand multimodal transportation access and options for all Californians across all regions of the state.
Further, as outlined in SB 125, which amended the Budget Act of 2023, and affirmed in the Budget Act of 2024, it is the intent of the Legislature to:
(1) provide one-time multiyear bridge funding for transit operators to address operational costs until long-term transit sustainability solutions are identified (2) assist transit operators in preventing service cuts and increasing ridership (3) prioritize the availability of transit for riders who are transit dependent (4) prioritize transit agencies representing a significant percentage of the region’s ridership To that end, SB 125 specifies that the moneys appropriated in the Budget Act of 2023 may be used for high-priority transit capital projects within the project eligibility categories allowed under TIRCP in Cycle 6, and also for transit operating expenses for operators within the RTPAs jurisdiction.
Further detail on the definition of transit operator is included in Section 3.
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3 Eligible Recipients and Funding Distribution
The first year of funding for TIRCP and the first and second year of funding for ZETCP has already been distributed to all approved projects, with a number of disbursements pending approval. The second year of funding for TIRCP is already available for distribution once required materials are submitted and must be fully encumbered or expended and liquidated by CalSTA by June 30, 2030. Once received by the RTPA there is no deadline for the expenditure of funds.
TIRCP funding will be allocated in both FY24-25 and FY25-26 to RTPAs according to a population-based formula after each recipient first receives $300,000 of base funding split evenly across both years.
The remaining ZETCP funding will be allocated to RTPAs pursuant to a population-based formula and another formula based on transit operator revenues within the jurisdiction of these RTPAs. This formula matches the approach used to calculate State Transit Assistance distribution.
Eligible recipients of funding are the RTPAs, as defined in Section 13987(j) of the Government Code. The current eligible recipients based on that definition and initial fund estimates by expected recipient can be found in attachment 4 of these guidelines.
Funding distributions will be only made to the recipients found in attachment 4, utilizing fund transfer instructions confirmed with CalSTA by the RTPA prior to transfer, which may in turn make funding available to public agencies in their jurisdiction. RTPAs have the discretion to suballocate or distribute funds within their region based on local needs, existing procedures, policies or priorities, as long as required SB 125 program requirements and goals are met, including addressing how operating needs are expected to be met with SB 125 and/or other resources. SB125 funds may be applied to expenses for approved projects, including those incurred prior to receipt of funding, subject to RTPA policies that allow such reimbursement.
For TIRCP and ZETCP capital projects, the RTPAs may distribute funding to public agencies eligible to receive TIRCP capital funding, including joint powers agencies, that operate or have planning responsibility for existing or planned regularly scheduled intercity or commuter passenger rail service (and associated feeder bus service to intercity rail services), urban rail transit service, or bus or ferry transit service (including commuter bus, vanpool, and micro transit services). Public agencies include local municipalities that operate transit service, construction authorities, transportation authorities, and other similar public entities created by statute. Please note that within such capital projects, with the exception of projects that are in the federal pipeline for major projects project development, the projects funded must result in construction being completed, as is required under traditional TIRCP funding.
For any spending on transit operations to prevent service reduction or elimination in order to maintain or increase ridership, or to otherwise increase ridership, the RTPAs may distribute funding to transit operators in their jurisdiction that are eligible to receive State Transit Assistance (STA) funding through Section 99314 at the time of distribution by the RTPA. Please note that preventing service reduction and elimination includes the broad variety of expenses required to provide service, including those related to ensuring safety and state of good repair of the vehicles and infrastructure.
RTPAs may also be the sponsor of capital and operating projects and may partner on projects with the agencies eligible to receive funding (such as doing a planning effort tied to making the underlying project more beneficial in a regional context upon implementation).
RTPAs must deposit funds into one or more dedicated bank accounts or custody accounts. Permitted investments include bank demand deposits consistent with California government code, government money market funds, U.S. Treasuries, U.S. Agency securities, California Local Agency Investment Fund (LAIF), and AAA public agency pools, to the extent permitted by RTPA policy and state statute. If a separate account is not possible, the agency may show documents of a line item or subaccount dedicated ATTACHMENT A JM/ja AGENDA ITEM: IV.F. Tahoe Transportation District Board Meeting Agenda Packet -October 1, 2025
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to SB 125 funds. Funds will be disbursed separately from each fund source supporting SB 125 (General Fund and GGRF for TIRCP; PTA and GGRF for ZETCP) and identified as such when disbursed. RTPAs are responsible for tracking the receipt and utilization of these funds separately, and recording interest earned (or other investment income earned) on each fund source separately. The interest or investment earnings must also be spent on approved eligible projects within each program and will be accounted for when an agency submits its required Annual Report, as described in Section 9. When the recipient agency submits its Annual Report, they are required to submit a copy of their most recent bank statement. The additional spending made possible by interest or investment earnings shall be approved through submitting an Updated Program Allocation Request to CalSTA, which will approve such spending based on review of project eligibility.
RTPAs, transit operators and other public agencies expending SB 125 formula funding assume responsibility and accountability for the use and expenditure of allocated funds in accordance with these guidelines and applicable statutes. These agencies must also comply with all relevant federal and state laws, regulations, policies, and procedures.
4 Schedule
Comments on Draft 2024 Guidelines Due December 30, 2024 CalSTA Publishes Final 2024 SB 125 Guidelines January 10, 2025 Updated Program Allocation Summary and First Annual
Report Due
February 28, 2025
Requested Funding Will be Allocated No Later Than April 30, 2025 Next Annual Report Due October 31, 2025
*Comments and requests for meetings can be submitted to:
[email protected]
5 Eligible Projects
TIRCP Funding ($3.995 billion)
In order to be eligible for TIRCP capital project funding under this program, a capital project must demonstrate that it will achieve a reduction in greenhouse gas emissions using the relevant sections of the ZETCP Quantification Methodology. It must also demonstrate an increase in ridership.
As codified in Section 75221(a) of the PRC, projects eligible for funding under the program include, but are not limited to, the following:
1. Rail capital projects, including intercity rail, commuter rail, light rail, and other fixed guideway projects. Additionally, the acquisition of rail cars and locomotives, and the facilities to support them, that expand, enhance, and/or improve existing rail systems and connectivity to existing and future transit systems, including the high-speed rail system.
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efforts to improve existing rail service effectiveness with a focus on improved operating agreements, schedules, and minor capital investments that are expected to generate increased ridership, as well as larger scale projects designed to achieve significantly larger benefits.
3. Rail, bus, and ferry integration implementation, including:
a. integrated ticketing and scheduling systems and related software/hardware capital investments (including, but not limited to, integration with bus or ferry operators and the use of contactless payment and General Transit Feed Specification (GTFS) implementation through Cal-ITP)
b. projects enabling or enhancing shared-use corridors (both multi-operator passenger only corridors as well as passenger-freight corridors)
c. related planning efforts focused on, but not limited to, delivery of integrated service not requiring major capital investment, such as transit route and schedule integration (or coordination)
d. other multimodal and service integration initiatives, including active transportation and other access investments which increase transit and rail ridership and reduce greenhouse gas emissions
4. Bus rapid transit and other bus and ferry transit investments (including autonomous fixed guideway, vanpool, and micro transit services operated as public transit and first-/last-mile solutions), and to increase ridership and reduce greenhouse gas emissions. This includes large scale deployment of zero emission vehicles and the technologies to support them, and capital investments as a component implementing transit effectiveness studies that will contribute to restructured and enhanced service.
Grade separations and grade crossing improvements on passenger rail corridors or related to transit projects are eligible, as they are under the discretionary TIRCP. In addition to providing safety benefits, these projects often provide certain roadway based (and sometimes rail related) greenhouse gas emission reductions and a small increase in ridership (tied to reductions in train delays and cancellations tied to incidents at the crossing, and sometimes speed increases that occur after crossings are improved or eliminated). In some cases, ridership increases from such projects are more significant if they are necessary to increase train frequency.
Projects related to mitigating the impacts on freight rail services that are caused by growth in passenger rail may also be eligible for TIRCP funding even if they are not directly on the passenger rail corridor.
Projects that link housing with key destinations and that improve accessibility to economic opportunities are also eligible for TIRCP funding.
Demonstration projects that are smaller-scale efforts with great potential to be expanded are eligible for funding. Projects may include new approaches to attracting increased ridership such as smart phone mobile ticketing, contactless payment, or other software and hardware solutions to reduce ticketing transaction costs, or a test of a concept related to integrated ticketing, as well as intercity rail/transit effectiveness or operational planning as a component of the capital investments in improved, expanded and/or restructured service designed to cost-effectively increase ridership. Research, development, and testing of emerging technologies are eligible components. Clean fleet, facility and network improvement projects may also request funding for Zero Emission Mobility Programs, in lieu of Zero Emission Vehicle purchase, in compliance with Innovative Clean Transit Regulation Section 2023.5.
Many TIRCP applicants have met the requirements for reducing greenhouse gas emissions and increasing ridership through combining related capital investments that may individually address only one or the other benefit. Many TIRCP applicants have also augmented their chosen capital projects with key network integration planning studies that consider how to enhance the benefits of their projects (in connecting to other transit and rail systems), or planning efforts that consider a later phase of capital investment and the benefits it will bring to the current proposed project when constructed at a later date.
Agencies may apply to TIRCP Cycle 8 or later for projects that use SB 125 resources for new projects, either to complete project funding or to expand project scope; SB 125 funding will be counted as matching funds ATTACHMENT A JM/ja AGENDA ITEM: IV.F. Tahoe Transportation District Board Meeting Agenda Packet -October 1, 2025
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in future TIRCP discretionary grant applications.
Additionally, RTPAs may suballocate funds to agencies in their jurisdiction so agencies may use this funding to support projects that have previously received a TIRCP award and require an additional infusion of resources to deliver the original scope. RTPAs may also allocate funding to any project awarded funds in Cycle 6 that pledged to use future TIRCP formula funds as match, in accordance with the direction provided in the Cycle 6 guidelines. RTPAs may assume that any funding from these SB 125 resources will help obtain or maintain funds from federal, state and local sources already committed to the projects, and document this benefit for their own projects, and require such documentation of benefits from project sponsors for other projects, in their Allocation Package submissions. Agencies shall state which project is seeking additional funds, identifying the Cycle 1 through 7 project, and whether the funding is needed for the full project scope or for a subcomponent.
RTPAs may suballocate funds to agencies in their jurisdiction so agencies may also use this funding for project development activities, similar to the “Major Projects Project Development Reserve” that was established in the Cycle 6 guidelines, including use of additional funding for projects that received funding for such projects in the Cycle 6 awards. While projects and programs of projects do not need to be ready for construction, agencies should identify how their project or program of projects will be eligible to apply for TIRCP construction funding in the future and what specific federal, state and other funding programs they are planning to utilize for construction funding. As in Cycle 6, such projects must either be pursuing Capital Investment Grant funding through the Federal Transit Administration (FTA) or be part of the pursuit of Federal Railroad Administration funding through the Corridor Identification Program. Projects not pursuing federal funds for construction from FTA or planning to pursue FRA capital funding for construction through one of the Bipartisan Infrastructure Law programs are not eligible. Agencies may apply to TIRCP Cycle 8 or later for projects that use SB 125 resources for project development; SB 125 funding will be counted as matching funds in future TIRCP discretionary grant applications.
RTPAs that are themselves the capital project sponsor may also utilize funds for their own projects. RTPAs are also authorized to use TIRCP moneys, subject to compliance with requirements described in Section 6 of these guidelines, to fund transit operating expenses within its jurisdiction that prevent service cuts and increase ridership, including those related to increasing service up to, or above, pre-pandemic service levels, ensuring safety and state of good repair of the vehicles and infrastructure necessary to operate service, as well as those that pay for free and reduced fare programs. Planning expenses related to implementation of ridership recovery and retention strategies are also eligible as operating projects, whether at the RTPA or STA-eligible transit operator level. RTPAs that are themselves the operator of transit services may also utilize funds for their own operations. Service planning necessary to experiment with, demonstrate or implement significant service modifications may be funded as an operating expenditure at either the RTPA or transit operator level.
ZETCP Funding ($1.1 billion)
Pursuant to SB 125, zero-emission transit equipment, transit facility and network improvement projects such as those that support replacing aging vehicle fleets with Zero-Emission Vehicles (ZEVs), and associated fueling or charging infrastructure or facility modifications, and projects that expand or modernize zero-emission transit networks, are eligible projects for the ZeroEmission Transit Capital Program (ZETCP). ZEVs include heavy- and light-rail vehicles, buses, and other ZEVs used for transit service. Clean fleet, facility and network improvement projects may also request funding for Zero Emission Mobility Programs, in lieu of Zero Emission Vehicle purchase, in compliance with Innovative Clean Transit Regulation Section 2023.5.
GGRF funds used on these projects (100% of years 2-5) will require submission of information described in the ZETCP Quantification Methodology, as expending GGRF funds requires benefits reporting. They also require compliance with the CARB Funding Guidelines applicable to all GGRF funding, including annual benefits reporting and identification of benefits to priority populations.
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increase transit ridership, in accordance with the provisions described in Section 6 of these guidelines, including those related to ensuring safety and state of good repair of the vehicles and infrastructure necessary to operate service, as well as those that pay for free and reduced fare programs. Planning efforts necessary to implement one or more of the Innovative Clean Transit Plan efforts within the region, and planning expenses related to implementation of ridership recovery and retention strategies, may be programmed as an operating expense out of the PTA portion of funds disbursed to each RTPA, but must be requested in an Allocation Package submission covering the FY23-24 funding year.
A maximum of 1% of total multi-year SB 125 funding, or $5 million, whichever is lower, may be programmed by the RTPA for RTPA administration of SB 125 funding across both the TIRCP and ZETCP, and for planning expenses related to preparing and implementing the initial short-term financial plan, updates to the short-term financial plan, and the long-term financial plan, including planning expenses related to implementation of ridership recovery and retention strategies. If less than $25,000 would be available under this formula, a maximum of $25,000 shall be available to such RTPAs for RTPA administration and planning expenses. As the RTPAs are tasked with developing the regional long-term financial plan for their jurisdictions, there is no requirement to program and suballocate funds to transit operators for this purpose, although they may do so at their discretion. The RTPAs can procure professional services or use their own staff to gather the reports, data and relevant information needed to develop the regional longterm financial plan required by SB 125. This request must be made in the Allocation Package submissions covering FY 23-24 funding from the ZETCP, which was originally due on December 31, 2023, as an operating project associated with the RTPA, as most funding will be drawn from the Public Transportation Account resources only available in that year. If included in the submission originally due on December 31, 2023, funds may be applied to expenses incurred at any point in the RTPAs FY23-24 fiscal year, including those incurred prior to receipt of funding, subject to RTPA policies that allow such reimbursement. Very small RTPAs may be directed by CalSTA to program the balance of funding from 1st year General Fund resources available under TIRCP if there are insufficient PTA funds available to meet their requested administrative funding amount. Small RTPAs are encouraged to combine planning efforts if feasible.
Should RTPAs be part of project-specific project management, resources required for those efforts are to be separately identified as part of the funding requested for each project, as appropriate. 6 Requirements Funding Allocations
Each RTPA that has not yet submitted an Initial Allocation Package (or that submitted an Initial Allocation Package that excluded the Short Term Financial Plan) please refer to the requirements for funding allocations outlined in the Final SB125 Guidelines dated September 29, 2023. As allocation packages for the first year of funding may be submitted on a rolling basis, agencies that have not yet submitted an Initial Allocation Package, or those that excluded Short Term Financial Plans, may submit this information at any time (subject to the relevant time limitations on funding encumbrance included in the Budget bills for each fiscal year of funding).
In addition, each RTPA that has submitted an initial allocation package but only requested a partial amount of funding, please refer to the requirements for funding allocations starting on page 11 in the Final SB125 Guidelines dated September 29, 2023.
For RTPAs seeking their second year of TIRCP funding for previously approved projects, please submit the following information by February 28, 2025.
A. An updated fund request form with updated fund totals by project and by fiscal year and source of funding. Previously submitted allocation Packages are expected to be updated for future years should there be any change in funding availability or projects selected for funding distribution.
They also are expected to be updated to reflect any changes in the specific fund sources and years of funding assigned to specific projects. Before additional funding is disbursed, agencies must submit an updated fund request form that identifies the projects and fund source by fiscal year.
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The updated fund request form should also identify any interest earned on SB125 funding and the how this earned interest amount is proposed to be spent. If an RTPA is proposing to spend earned interest on a previously approved project, this amount can be added and identified in the updated fund request form. If an RTPA is proposing to spend earned interest on a new project, agencies must submit the required information for new projects following the guidance in the Final SB125 Guidelines dated September 29, 2023. Agencies may submit for review and approval proposals to spend (or other investment income earned)on a rolling basis. Allocation packages and their updates will be treated in accordance with Public Records Act requirements and certain information, subject to those requirements, may be publicly disclosed.
B. A completed annual report template (available on the CalSTA program page for the SB125 Transit Program). At a minimum, agencies should report on the following:
a. Proof that funds received have been deposited into a dedicated bank account or subaccount and is tracked by the three fund sources (TIRCP; ZETCP GGRF and ZETCP PTA). b. Amount of interest earned (or other investment income earned) on each fund source separately.
c. Progress made toward implementation of the projects and operating expenditures and should include expenditures to date and total amount remaining per project. d. Estimated greenhouse gas benefits and jobs co-benefits as modeled in the CARB modeling tools.
e. How much funding is to be used for operating costs, if any. f. The number, type, date, and location of zero-emission buses, trains or other vehicles purchased, if any.
g. The nameplate capacity of installed equipment in kilowatts for electric charging stations and kilograms per day for hydrogen fueling stations, if any. h. The total costs and the source of funding for vehicles and equipment purchased using these funds.
C. Transit Operations Funding
If an agency is using funding for transit operations for one or more of the STA- eligible transit operators in its jurisdiction, it shall resubmit the following information for each operator covered by its request.
1. Name of Transit Operator
2. 2023-24 Ridership for the Operator and Operator’s Percent of Region’s Total Ridership a. Amount of service being paid for by the additional SB125 funding expressed in both revenue service hours and by nature of service retention, restoration or increase invested in (e.g. preventing a reduction in frequency on one or more routes (or systemwide), frequency increases on particular routes or launch of new routes made possible by the funds). Costs involved in maintaining current operations may include those necessary for ensuring safety and state of good repair of the vehicles and infrastructure necessary to operate service and shall be identified with respect to the current service level they are protecting. In some regions, a different STA-eligible operator may be better able to implement increased or restored service levels than the original operator. This flexibility is allowed and should be noted.
b. Identification of operating expenses invested in increased safety and security measures.
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c. Identification of operating expenses that are intended to increase ridership, including those that fund actions to improve coordination of routes and schedules.
d. Identification of benefits to transit dependent riders of activities funded by the request.
Each RTPA that has not yet submitted an Initial Allocation Package may submit a request for the first two years of funding concurrently. Approval will be dependent on meeting all of the requirements for Initial Allocation Packages outlined in the Final SB125 Guidelines dated September 29, 2023 as well as the requirements outlined in Section 6A through 6C of these Guidelines.
Technical assistance in addressing the required contents of the Initial Allocation Package and any future updates may be requested by emailing the SB 125 e-mail address at [email protected].
Assistance may be provided by CalSTA, Caltrans or CARB, depending on the nature of the specific question.
Agencies are reminded that they may submit updates to allocation packages on a rolling basis that CalSTA anticipates reviewing on a 30- to 60-day timeline for approval of additional allocations of funding, up to the limit available for the RTPA at the relevant point in the program.
RTPAs are also required to make publicly available (i.e., posted online) a summary of monthly ridership data, consistent with the data submitted to the FTA’s NTD, from all its transit operators and should cover the time period starting on July 1, 2022, through at least June 30, 2029. The monthly reports should include ridership data for each mode of public transportation service that the agency operates. This information will provide the public with monthly trends in ridership and service supplied throughout the year, and also allow for a comparison of ridership recovery compared to this same time last year.
Caltrans will provide all RTPAs with a summary report each month that meets the requirements of this statutory provision, drawn from the data reported to the National Transit Database. The data will be drawn from the NTD at: Complete Monthly Ridership (with adjustments and estimates) | FTA (dot.gov).
RTPAs are required to post a link to this report and data in a manner easily accessed by the public, so that ridership trends within their region can be easily reviewed, in order to receive approval for their allocation packages. For RTPAs with transit operators who do not report monthly data to the NTD, Caltrans will include the most recent annual ridership numbers provided to the NTD. RTPAs may publish additional ridership data for agencies that do not report monthly to the NTD at their discretion, in order to allow public understanding of the changes in ridership experienced over the SB 125 funding time period.
Unrelated to the Allocation Package submissions, agencies are required to submit and receive approval of a one-time, long-term financial plan by June 30, 2026, that addresses the approach to sustain the region’s transit operations absent additional discretionary or nonformula state funding to maintain eligibility for future TIRCP funding in the 2026-27 fiscal year and beyond. This plan will be analyzed and reviewed for completeness.
Each long-term financial plan shall include, but is not limited to:
I. Demonstration of the implementation of ridership retention and recovery strategies, including, but not limited to, policies that prioritize safety and cleanliness and streamlined coordination between transit operators, such as schedule coordination, reduced boarding times, operational management, and site sharing, to improve rider experience.
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the progress and improvements implemented since the last submitted regional short-term financial plan.
Technical assistance as it relates to the development of long-term financial plans may be offered from CalSTA and/or Caltrans. RTPAs are expected to utilize existing plans and documents that address the requirements of the long-term financial plan where possible, including the use of supplemental materials or addenda that address the long-term plan requirements and reference back to their existing plans as applicable. CalSTA analysis and review for completeness will only extend to content required by the provision of SB 125. Additional guidance will be developed and articulated in future updates to these guidelines, per the legislative intent of SB 125.
7 Approval and Programming
Once an agency’s updated information is received, along with verification that monthly ridership data as required by statute is available on each regional agency’s website, CalSTA will review and analyze the submitted documents for completeness and for project eligibility (if any new projects are being proposed) with a commitment to facilitate these funds to projects in an expeditious manner and not infringe on the local decision-making processes that determined the specific projects proposed for funding. If all projects are eligible and the documentation is complete, CalSTA will notify the RTPA that its package is approved, publish the information on its SB125 Transit Formula Program subject area page, and authorize disbursement of applied-for funds to the RTPA. If a submission is incomplete, RTPAs will be promptly notified and allowed to address areas of incompleteness. If any projects are found to be ineligible, RTPAs will be provided an opportunity to choose between ether remedying the ineligible project (or replacing it with another) prior to having the entire package approved, or advancing all projects that are eligible and addressing the ineligible project in a future Updated Allocation Package. CalSTA will maintain a Program Allocation Report that will incorporate all approved projects (both capital and operating) that will be updated in any quarter during which additional approvals of Initial Allocation Packages or Updated Allocation Packages have been made.
Agencies are not required to fully apply for all available funding at the time of Initial Allocation Package submission. Unrequested monies, or the request to program interest earned on deposited funds that have not yet been disbursed to implementing agencies, may be requested in a future Updated Allocation Package. If an agency chooses to request previously unrequested funding or reprioritize funding between projects (including the addition or deletion of a project from their approved project list), an Updated Allocation Package shall be submitted for approval, including a Summary of Changes section immediately after the cover letter authorizing submission, and any updates to the project information in the document relative to the request. Such documents will be reviewed and analyzed upon receipt for completeness and project eligibility with a commitment to facilitate these funds to projects in an expeditious manner and not infringe on the local decision-making processes that determined the specific projects proposed for funding, with the approved changes included in the quarterly updates to the Program Allocation Report. Notification will be provided to each submitting agency within 30 to 60 days of submission of an Updated Allocation Package regardless of whether the next quarterly Program Allocation Plan has been published. 8 Project Delivery and Reporting
To the extent that recipients specify existing TIRCP projects that already have competitive TIRCP funding awards, CalSTA and Caltrans will work with each project sponsor to update project program supplements to reflect the use of these supplemental resources on the project under its delegated authority from CalSTA.
The first year of funding for TIRCP and the first and second year of funding for ZETCP has already been distributed to all approved projects, with a number of disbursements pending approval. The second year of funding for TIRCP is already available for distribution once required materials are submitted and must be fully encumbered or expended and liquidated by CalSTA by June 30, 2029. Once received by the RTPA there is no deadline for the expenditure of funds. Agencies may spend SB 125 funds in any order relative to other state, federal and local funds.
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As previously noted, as a condition of ongoing disbursement of requested SB 125 funds, the RTPAs must submit to CalSTA an Annual Report documenting the activities and progress made toward implementation of the projects and operating expenditures, which includes total SB 125 expenditures to date and total amount remaining.
Recordkeeping and reporting requirements will apply through the life of the projects.
As previously noted, recipients must deposit funds into a dedicated bank account that will hold only SB 125 funds. If a separate account is not possible, the agency may show documents of a line item or subaccount dedicated to SB 125 funds. These funds must also be spent on eligible projects and will be accounted for when an agency submits its required Annual Report.
A reporting template will be distributed prior to the first annual report being due by February 28, 2025 and will cover the requirements outlined in Section 6A through 6C of these Guidelines. The first report should cover the period of project approval through December 31, 2024.
A final delivery report for completed capital projects may also be required, to provide notification of the completion of the project and confirmation of its placement into service. Additional guidance may be developed and articulated in future updates to these guidelines, per the legislative intent of SB 125, and may include the development and distribution of a final delivery report template in the future.
Consistent with CARB’s Funding Guidelines, local agencies are required to report on job co-benefits, in addition to all other reporting requirements, for funding associated with the ZETCP. Job co-benefits refer to California jobs supported, not created, by California Climate Investments. Jobs supported by California Climate Investments include direct, indirect, and induced employment.
At the time of the Allocation Package submission for the ZETCP, agencies are required to submit a job cobenefit modeling tool, which is based upon a co-benefit assessment methodology developed by CARB.
Once an awarded project has been implemented, funding recipients will also be required to report actual (not modeled) jobs data via the annual reporting process. Note that these requirements are only for the ZETCP and are not necessary for the SB 125 TIRCP funding. Projects accessing funding from the ZETCP may also be required to submit reporting information related to greenhouse gas reductions and priority population benefits in accordance with the CARB’s Funding Guidelines (see Attachment 1).
Implementing agencies should note that additional Project Outcome Reporting may be required for TIRCP or ZETCP capital projects. Caltrans may provide assistance through Cal-ITP on scheduling, real-time information and payments to streamline reporting requirements.
The State of California has the right to review project documents and conduct audits during project implementation and over the life of the project. Caltrans or another State agency may audit a sample of SB125 projects to evaluate the performance of the project, or compliance with state and federal laws and regulations, contract provisions; and program guidelines, and whether project deliverables (outputs) and outcomes are consistent with the project scope, schedule, and benefits described in the Allocation Package.
A report on the projects audited must be submitted by the auditing agency to CalSTA.
In addition, agencies that receive ZETCP funding under this program shall submit a report to CalSTA, no later than February 28th, 2025, and annually by October 31st of subsequent years. The second report should cover the period of 1, 202 , through June 30, 2025. Subsequent annual reports should cover the period of July 1st through June 30th. Annual reports must include the following information:
a. How much funding is to be used for operating costs, if any. b. The number, type, date, and location of zero-emission buses, trains or other vehicles purchased, if any.
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c. The number, type, date, Open Charge Point Interface (OCPI) data, and location of electric charging stations or hydrogen fueling stations purchased and installed, if any. d. The nameplate capacity of installed equipment in kilowatts for electric charging stations and kilograms per day for hydrogen fueling stations, if any. e. The total costs and the source of funding for vehicles and equipment purchased using these funds.
Additional guidance related to the ZETCP annual report will be provided at least six months before its required submission.
9 Project Administration
Projects awarded funding from SB 125 are expected to document and publicize the TIRCP and ZETCP in proper context when developing press releases and board documents, or in hosting public events such as project groundbreakings. References should be made to TIRCP, ZETCP, the California State Transportation Agency as the program sponsor, and the state programs as fund sources, as applicable, in order to ensure transparency regarding the funding of the projects. Additional details may be provided.
Agencies must encumber and expend monies consistent with State law and ensure that GGRF monies are utilized consistent with the expenditure record submitted by CalSTA and required by SB 1018. A determination that use of GGRF monies is not consistent with the expenditure record and does not further the purposes of AB 32 may occur during legal proceedings or during an audit or program review conducted by the Bureau of State Audits, Department of Finance, a third-party auditor, or CARB.
Depending on the outcome of those proceedings or review, agencies may be required to return monies to the state if expenditures are not consistent with the statutory requirements (such as not furthering the purposes of AB 32).
If a short-term financial plan does not meet the content and completeness requirements outlined in section 6, or if specific projects described do not meet eligibility requirements, agencies will have an opportunity to remedy their plan and receive access to the funding after the requirements are met.
Audits and on-site monitoring can take place at any time at the discretion of CalSTA, without prior warning given to the agency. CalSTA has the right to audit the project records, including technical and financial data of the Project Applicant, the Implementing Agency, and any consultant or sub-consultants at any time after award, during the course of the project and for three years from the date of the final closeout of the project, therefore all project records shall be maintained and made available at the time of request.
The state may terminate the disbursement of funds if it learns of or otherwise discovers that there are allegations supported by reasonable evidence that a violation of any state or federal law or policy by the recipient which affects performance of this funding, or any other grant agreement or contract entered into with the State. If funding disbursement is terminated, or project approval revoked, the Agency may be required to fully or partially repay funds from the TIRCP or ZETCP.
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Attachment 1: CCI Funding Guidelines for Administering Agencies (applies to ZETCP Recipients Using GGRF Funds)
Investments to Benefit Disadvantaged Communities and Low-Income Communities and Households The California Air Resources Board (CARB) released the "Funding Guidelines for Agencies Administering California Climate Investments" (Funding Guidelines) on August 30, 2018.
The 2018 Funding Guidelines provide flexibility in implementing a diverse set of investments while maintaining transparency of outcomes and ensuring meaningful community benefits from these investments. These guidelines align with the Legislature’s priorities found in AB 398 and Fiscal Year (FY) 2017-18 appropriations. These guidelines reflect the increasingly important role of California Climate Investments in facilitating the reduction of greenhouse gases while also reducing air pollution, helping communities adapt to the impacts of climate change, and providing meaningful benefits to disadvantaged communities, low-income communities, and low-income households (also referred to as “priority populations”), among other statutory requirements.
CARB collaborates with agencies that administer California Climate Investments programs to develop individual targets for each program to drive investments that achieve direct and meaningful benefits to priority populations and help ensure that statutory requirements are met, which are described in AB 1550.
Additional information can be found at the following CARB websites:
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Attachment 2: Quantification Methodology and Co-Benefit Assessment Methodology CCI Quantification and Reporting Materials
(applies to all agencies receiving SB125 funds)
Administering agencies using ZETCP GGRF funding for capital expenditures must use the Funding Guidelines with the resources provided by CARB to develop effective programs and demonstrate compliance with program requirements.
Resources include Quantification Methodologies (QMs) and Calculator Tools for estimating greenhouse gas (GHG) emission reductions and co-benefits; Benefit Criteria Tables (BCTs) for determining benefits to priority populations; and Reporting Templates for reporting outcomes.
CARB staff developed the TIRCP QM and associated Calculator Tool to provide guidance for estimating the GHG emission reductions and selected co-benefits for each proposed project type. The calculator tool automates methods described in the QM document, outlines documentation requirements, and provides a link to a step-by-step user guide with project examples. Projects will report the total project GHG emission reductions and co-benefit estimated using the TIRCP Calculator tool as well as the total project GHG emission reductions per dollar of GGRF funds.
The TIRCP Calculator Tool will be used for most ZETCP capital projects, and also for developing quantification estimates for new TIRCP capital projects using SB 125 funds.
Using many of the same inputs required to estimate GHG emission reductions, the TIRCP Calculator Tool will estimate the following co-benefits and key variables from TIRCP projects ROG emission reductions (lbs),
NOx emission reductions (lbs),
PM2.5 emission reductions (lbs),
Diesel PM emission reductions (lbs),
Passenger VMT reductions (miles),
Fossil fuel use reductions (gallons),
Fossil fuel energy use reductions (kWh),
Passenger travel cost savings ($), and
Energy and fuel cost savings ($).
While many ZETCP and TIRCP projects will use the TIRCP calculator tool, there are some project types that may not be covered by a single tool. CARB staff have developed the ZETCP QM by compiling the calculator tools from TIRCP, LCTOP, the Affordable Housing and Sustainable Communities (AHSC) program, the Low-Income Weatherization Program (LIWP), and the Low Carbon Fuel Production (LCFP) Program. The LIWP calculator can be used to calculate the benefits from solar panel and microgrid installations. The LCFP calculator can be used to calculate the benefits from alternative fuel generation in either a new facility or an expanded, existing facility.
All CARB co-benefit assessment methodologies are available at:
https://ww2.arb.ca.gov/resources/documents/cci-methodologies Reporting templates are developed specifically for each program within California Climate Investments. These templates are used by TIRCP staff to report on outcomes from all projects funded by TIRCP, and are expected to also be used to report on outcomes for ZETCP GGRF-funded projects. Additional quantification tools will be ATTACHMENT A JM/ja AGENDA ITEM: IV.F. Tahoe Transportation District Board Meeting Agenda Packet -October 1, 2025
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identified by CARB for ZETCP project types that are not covered by current quantification tools, generally utilizing select tools used by existing GGRF programs.
Additional information can be found at the following CARB website:
https://ww2.arb.ca.gov/resources/documents/cci-quantification-benefits-and-reporting-materials Co-benefit Assessment Methodology
California Climate Investments support the State's climate change goals and provide many additional benefits to individuals, households, businesses, and communities. These "co-benefits" include social, economic, and environmental benefits. CARB provides guidance on quantification methods and reporting to administering agencies. CARB contracted with the University of California, Berkeley (UC Berkeley) to help research and develop methods for evaluating project co-benefits. Guidance on using the co-benefit assessment methodologies is contained in CARB's Funding Guidelines.
The co-benefits were prioritized based on administering agency input and broad applicability to California Climate Investments programs. UC Berkeley first reviewed the scientific data to determine if methods could be developed and summarized the findings in literature reviews.
Next, UC Berkeley and CARB developed Co-benefit Assessment Methodologies where feasible.
CARB solicited public comment on draft versions in Spring 2018 prior to posting final Co-benefit Assessment Methodologies. CARB may review and update assessment methodologies periodically based on new or evolving project types; new legislation; available resources; new scientific developments or tools, or modifications in the analytical tools or approaches upon which the methodologies were based; or input from administering agencies or the public.
The California Air Resources Board is updating the Co-benefit assessment methodology. See the following website for the final methodology.
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Attachment 3: Benefit Criteria Tables
(applies to ZETCP Recipients Using GGRF Funds)
CCI Benefit Criteria Tables
ZETCP will use the Sustainable Transportation Benefit Criteria Table developed by CARB to ensure that programs meet the minimum levels of investments to projects that benefit residents of disadvantaged communities, low-income communities, and low-income households, collectively referred to as “priority populations”.
All projects counting toward the statutory investment minimums must be located within an identified community and benefit individuals living within that community, or directly benefit residents of low-income households anywhere in the State. Administering agencies must determine if a project meets the criteria for providing direct, meaningful, and assured benefits to priority populations using the following evaluation approach:
Step 1: Identify the Priority Population(s). Be located within a census tract identified as a disadvantaged community or low-income community, or directly benefit residents of a low-income household.
Step 2: Address a Need. Meaningfully address an important community or household need for the disadvantaged community, low-income community, or low-income household.
Step 3: Provide a Benefit. Using the evaluation criteria, identify at least one direct, meaningful, and assured benefit that the project provides to priority populations. The benefit provided must directly address the identified need.
Only investments that meet these criteria will be counted toward achieving the statutory investment minimums identified for priority populations. Administering agencies can fund projects that otherwise provide meaningful benefits, but do not meet these criteria; however, those projects will not be counted toward investment minimum.
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Attachment 4: Eligible Recipients and Fund Estimates
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A B E F G RTPA Year 1 TIRCP FY 23 24 (mix of GF and GGRF) Year 2 TIRCP FY 24 25 (mix of GF and GGRF Year 3 TIRCP FY 25 26 (mix of GF and GGRF Year 1 ZETCP FY 23 24 (100% PTA) Year 2 ZETCP FY24 25 (100% GGRF) Year 3 ZETCP FY26 27 (100% GGRF) Year 4 ZETCP FY2 2 (100% GGRF) Grand Total (B+C+D+(E*3)) Maximum Admin Share Metropolitan Transportation Commission $385,068,697 $193,020,094 193,020,094 $69,361,489 $80,318,030 $83,966,559 $167,933,118 $1,172,688,081 $5,000,000 Alpine County Transportation Commission $360,641 $180,397 $180,397 $3,123 $3,617 $3,781 $7,562 $739,518 $25,000 Amador County Transportation Commission $2,336,465 $1,170,803 $1,170,803 $101,094 $117,064 $122,381 $244,762 $5,263,372 $52,634 Butte County Association of Governments $10,488,545 $5,257,135 $5,257,135 $515,836 $597,320 $624,454 $1,248,908 $23,989,332 $239,893 Calaveras County Local Transportation Commission $2,576,611 $1,291,180 $1,291,180 $110,536 $127,996 $133,811 $267,622 $5,798,936 $57,989 Colusa County Local Transportation Commission $1,402,047 $702,415 $702,415 $55,216 $63,937 $66,842 $133,684 $3,126,556 $31,266 Del Norte County Local Transportation Commission $1,675,501 $839,487 $839,487 $69,395 $80,357 $84,007 $168,014 $3,756,248 $37,562 El Dorado County Local Transportation Commission $9,085,857 $4,554,021 $4,554,021 $450,323 $521,458 $545,145 $1,090,290 $20,801,114 $208,011 Tahoe Regional Planning Agency $5,753,283 $2,883,526 $2,883,526 $276,611 $320,305 $334,855 $669,710 $13,121,816 $131,218 Fresno County Council of Governments $51,406,113 $25,767,575 $25,767,575 $2,895,819 $3,353,250 $3,505,575 $7,011,150 $119,707,056 $1,197,071 Glenn County Local Transportation Commission $1,752,922 $878,296 $878,295 $77,684 $77,008 $86,778 $173,556 $3,924,539 $39,245 Humboldt County Association of Governments $7,130,906 $3,574,077 $3,574,077 $382,327 $442,720 $462,831 $925,662 $16,492,599 $164,926 Imperial County Transportation Commission $9,362,644 $4,692,763 $4,692,763 $476,155 $551,369 $576,416 $1,152,832 $21,504,942 $215,049 Inyo County Local Transportation Commission $1,259,080 $630,751 $630,751 $46,008 $53,276 $55,696 $111,392 $2,786,953 $27,870 Kern Council of Governments $46,278,687 $23,197,389 $23,197,389 $2,340,621 $2,710,353 $2,833,473 $5,666,946 $106,224,857 $1,062,249 Kings County Association of Governments $7,982,701 $4,001,049 $4,001,049 $383,313 $443,862 $464,025 $928,050 $18,204,049 $182,040 Lake County/City Council of Governments $3,706,510 $1,857,556 $1,857,556 $171,733 $198,860 $207,894 $415,788 $8,415,896 $84,159 Lassen County Local Transportation Commission $1,829,937 $916,900 $916,900 $76,509 $88,594 $92,619 $185,238 $4,106,697 $41,067 Los Angeles County Metropolitan Transportation Authority $498,650,905 $249,954,589 $249,954,589 $55,373,970 $64,121,003 $67,033,765 $134,067,530 $1,319,156,350 $5,000,000 ATTACHMENT A JM/ja AGENDA ITEM: IV.F. Tahoe Transportation District Board Meeting Agenda Packet -October 1, 2025
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Madera County Local Transportation Commission $8,254,231 $4,137,158 $4,137,158 $394,272 $456,553 $477,292 $954,584 $18,811,247 $188,112 Mariposa County Local Transportation Commission $1,161,396 $581,786 $581,786 $42,540 $49,259 $51,497 $102,994 $2,571,257 $25,713 Mendocino Council of Governments $4,848,229 $2,429,857 $2,429,857 $234,154 $271,142 $283,459 $566,918 $11,063,615 $110,636 Merced County Association of Governments $14,669,424 $7,352,852 $7,352,852 $722,403 $836,516 $874,515 $1,749,030 $33,557,592 $335,576 Modoc County Local Transportation Commission $739,160 $370,135 $370,135 $22,862 $26,474 $27,676 $55,352 $1,611,793 $25,000 Mono County Local Transportation Commission $976,126 $488,917 $488,917 $79,533 $92,096 $96,279 $192,558 $2,414,426 $25,000 Transportation Agency for Monterey County $22,218,449 $11,136,895 $11,136,895 $1,378,936 $1,596,756 $1,669,291 $3,338,582 $52,475,804 $524,758 Nevada County Local Transportation Commission $5,416,406 $2,714,662 $2,714,662 $256,982 $297,576 $311,093 $622,186 $12,333,567 $123,336 Orange County Transportation Authority $160,108,526 $80,256,011 $80,256,011 $10,414,353 $12,059,435 $12,607,247 $25,214,494 $380,916,077 $3,809,161 Placer County Transportation Planning Agency $16,356,936 $8,198,739 $8,198,739 $880,463 $1,019,543 $1,065,857 $2,131,714 $37,851,991 $378,520 Plumas County Local Transportation Commission $1,257,263 $629,840 $629,840 $53,042 $61,421 $64,211 $128,422 $2,824,039 $28,240 Riverside County Transportation Commission $123,382,700 $61,846,734 $61,846,734 $6,871,430 $7,956,860 $8,318,309 $16,636,618 $286,859,385 $2,868,594 Sacramento Area Council of Governments $100,321,824 $50,287,184 $50,287,184 $6,444,512 $7,462,506 $7,801,498 $15,602,996 $238,207,703 $2,382,077 Council of San Benito County Governments $3,609,072 $1,808,714 $1,808,714 $161,264 $186,738 $195,221 $390,442 $8,160,164 $81,602 San Bernardino County Transportation Authority $110,856,746 $55,567,944 $55,567,944 $6,425,010 $7,439,924 $7,777,890 $15,555,780 $259,191,238 $2,591,912 San Diego Association of Governments $48,212,817 $24,166,896 $24,166,896 $2,864,296 $3,316,748 $3,467,415 $6,934,830 $113,129,897 $1,131,299 San Diego Metropolitan Transit System $118,515,843 $59,407,162 $59,407,162 $8,000,723 $9,264,540 $9,685,392 $19,370,784 $283,651,605 $2,836,516 San Joaquin Council of Governments $39,935,609 $20,017,842 $20,017,842 $2,331,741 $2,700,069 $2,822,723 $5,645,446 $93,471,272 $934,713 San Luis Obispo Area Council of Governments $14,486,636 $7,261,228 $7,261,228 $727,328 $842,219 $880,477 $1,760,954 $33,220,069 $332,201 Santa Barbara County Association of Governments $22,796,994 $11,426,898 $11,426,898 $1,351,460 $1,564,940 $1,636,030 $3,272,060 $53,475,280 $534,753 Santa Cruz County Transportation Commission $13,771,188 $6,902,601 $6,902,601 $1,227,995 $1,421,973 $1,486,567 $2,973,134 $34,686,058 $346,861 ATTACHMENT A JM/ja AGENDA ITEM: IV.F. Tahoe Transportation District Board Meeting Agenda Packet -October 1, 2025
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Shasta Regional Transportation Agency $9,423,391 $4,723,214 $4,723,214 $460,303 $533,013 $557,226 $1,114,452 $21,534,812 $215,348 Sierra County Local Transportation Commission $463,183 $231,798 $231,798 $8,125 $9,408 $9,836 $19,672 $973,819 $25,000 Siskiyou County Local Transportation Commission $2,515,009 $1,260,301 $1,260,301 $110,781 $128,280 $134,108 $268,216 $5,676,995 $56,770 Stanislaus Council of Governments $28,068,044 $14,069,078 $14,069,078 $1,407,739 $1,630,110 $1,704,159 $3,408,318 $64,356,525 $643,565 Tehama County Transportation Commission $3,587,498 $1,797,899 $1,797,899 $160,949 $186,374 $194,840 $389,680 $8,115,139 $81,151 Trinity County Transportation Commission $1,109,748 $555,895 $555,896 $40,115 $46,452 $48,562 $97,124 $2,453,792 $25,000 Tulare County Association of Governments $24,305,505 $12,183,058 $12,183,058 $1,273,449 $1,474,607 $1,541,592 $3,083,184 $56,044,452 $560,445 Tuolumne County Transportation Council $3,094,210 $1,550,633 $1,550,633 $137,430 $159,139 $166,368 $332,736 $6,991,148 $69,911 Ventura County Transportation Commission $42,429,785 $21,268,079 $21,268,079 $2,348,047 $2,718,951 $2,842,463 $5,684,926 $98,560,329 $985,603 ATTACHMENT A JM/ja AGENDA ITEM: IV.F. Tahoe Transportation District Board Meeting Agenda Packet -October 1, 2025
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D
D
D DI
EP
EC EG W
CB
SHOP STREET 1700 D STREET CITY OF SOUTH LAKE TAHOE APN 032-312-001 EP
1 C2.5
5 C2.4
6 C2.4
7 C2.4 REMOVE PORTION OF WOOD CANOPY STRUCTURE TO TIE IN WITH PROPOSED CANOPY. APPROX 6" OF WOOD CANOPY STRUCTURE TO BE REMOVED EP
5 C2.4 SAWCUT (TYP.) SAWCUT (TYP.) RELOCATE EX METAL ROLLER GATE/FENCE AND ASSOCIATED FENCE POST & BOLLARDS TO LOCATION ON SITE PLAN SAWCUT (TYP.) EX WOOD CANOPY, GATE AND POSTS TO REMAIN (PROTECT IN PLACE) REMOVE EX WOOD FENCE (64 LF) REMOVE EX 10" CMP (25 LF) REMOVE EX LANDSCAPE AREA (508 SF) REMOVE EX AC PAVEMENT (1,714 SF) SAWCUT AT HIGHPOINT OF EXISTING AC EX SDMH TO REMAIN RAISE RIM PER SITE PLAN. EX RIM 6292.26 REMOVE EX AC CURB (26 LF) EX. SDDI TO REMAIN DAMAGED DROP INLET GRATE TO BE REPLACED PER SITE PLAN CONSTRUCTION PROTECTIVE FENCING. CONTRACTOR MAY MOVE FENCING AS NEEDED TO ALLOW ACCESS. DI PROTECTION (TYP. ALL INLETS IMPACTED BY PROJECT AREA CONSTRUCTION) REMOVE EX EV CHARGING STATION AND BOLLARDS PER ELECTRICAL PLANS FIBER ROLLS EX SAND-OIL SEPARATOR W/ DUAL SEWER LIDS TO REMAIN (PROTECT IN PLACE) APPROXIMATE LOCATION OF ELECTRICAL TRENCH (REFER TO ELECTRICAL PLANS) PROTECT PER DETAIL. RELOCATE EX GATE ELECTRIC PANEL AND AND ASSOCIATED CONDUIT PER ELECTRICAL PLANS GRIND & REMOVE EX TREE STUMPS CONSTRUCTION STAGING AREA SAWCUT (TYP.) FIBER ROLLS REMOVE 52 LF EX TRENCH DRAIN & ASSOCIATED 42 SF CONC EXISTING EP (TYP.) REMOVE EX AC PAVEMENT (1,428 SF) WATER VALVE TO REMAIN. ADJUST LID TO FINISHED GRADE AS NECESSARY COM. BOX TO REMAIN. ADJUST LID TO FINISHED GRADE AS NECESSARY ELECTRICAL EQUIPMENT TO REMAIN, PROTECT IN PLACE RELOCATE EX BOLLARDS TO LOCATION ON SITE PLAN DRAWN BY: DESIGNED BY: CHECKED BY: JOB NO.:
0 IF NOT ONE INCH ON THIS SHEET, ADJUST SCALES ACCORDINGLY BAR IS 1 INCH ON ORIGINAL DRAWING WWW.LUMOSINC.COM [email protected] © LUMOS & ASSOCIATES, INC.: THIS DRAWING IS THE PROPERTY OF LUMOS & ASSOCIATES, INC.. USE OR REPRODUCTION OF THIS DRAWING, IN WHOLE OR IN PART, WITHOUT THE WRITTEN PERMISSION OF LUMOS & ASSOCIATES, INC. IS STRICTLY PROHIBITED. THIS DRAWING IS NOT TO BE USED FOR ANY PROJECT OTHER THAN THE PROJECT FOR WHICH IT WAS PREPARED.
REV DATE DESCRIPTION BY 1" 312 DORLA COURT, SUITE 202 ZEPHYR COVE, NV 89448 TEL: 775.588.6490
CITY OF SOUTH LAKE TAHOE EV CHARGING STATIONS
MOTOR POOL LOT - 1700 D STREET
SOUTH LAKE TAHOE EL DORADO CA PERMIT SET
FOR BIDDING
JUNE 2025 AMAM JS/JA 11508.000 C2.0
DEMOLITION & TEMPORARY BMP PLAN
0SCALE: 1" = 5' 10' 5' 06/06/25
JUNE 2025
EXHIBIT C
ATTACHMENT A
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D DD EC EG W CB SHOP STREET 1700 D STREET CITY OF SOUTH LAKE TAHOE APN 032-312-001 EV CHARGING ONLY EV CHARGING ONLY EV CHARGING ONLY EV CHARGING ONLY ELEC ELEC ELEC ELEC ELEC ELEC ELEC ELEC ELEC ELEC X X X X X X X X X X X X X X X X EP X SD SD SD SD SD SD SD SD SD SD SD SD SD X X X X X X A-A C2.2 B-B C2.2 AC 6293.02 TC 6294.23 0" CURB AC 6294.30 MATCH EX AC 6294.06 MATCH EX AC 6293.00 MATCH EX AC 6292.30 MATCH EX AC 6292.19 MATCH EX AC 6293.64 MATCH EX AC 6293.28 MATCH EX AC 6293.44 MATCH EX AC 6293.18 MATCH EX SLOT DRAIN PIPE OUTLET GRATE RIM 6293.20 4" SD INV = 6291.55 AC 6291.94 MATCH EX TC 6293.25 AC 6292.75 TC 6292.69 TC 6292.40 AC 6291.90 MATCH EX SDMH RIM 6292.75 4" SD INV = 6291.26 CONNECT W/ CONCRETE PIPE TO MH CONNECTION GRATE RIM 6293.27 REMOVE TOP 24" OF DROP INLET, REPLACE WITH JENSEN HEAVY DUTY TRAFFIC RATED FRAME & GRATE OR APPROVED EQUAL. SEAL FRAME TO EXISTING CONCRETE WITH RAM-NEK JOINT SEALENT OR APPROVED EQUAL. GRATE ELEVATION 6292.05 MATCH EX 6292 6292 6294 6294 6293 6294 PROPOSED TRENCH DRAIN (20 LF) RELOCATE ROLLER GATE TO THIS LOCATION. PROPOSED WOOD FENCE 18 LF) PROPOSED EV CHARGING STATION & BOLLARDS - SEE ELECTRICAL PLANS PROPOSED VARIABLE HEIGHT RETAINING CURB (0" - 12" MAX) (23 LF) RAISE SDMH RIM APPROX 6" & CONSTRUCT CONCRETE COLLAR RIM 6292.75 (PROPOSED) IE IN (S) 6291.26 (PROPOSED) IE OUT (N) 6291.26 (EXISTING) PROPOSED BARRIER CURB (42 LF) PROPOSED SOLAR PARKING CANOPY COLUMN (TYP. OF 3), SEE ELECTRICAL PLANS AND STRUCTURAL PLANS - SHEETS E1.0-E1.3 & S0.1-S1.1 ADDITIVE BID ITEM #3 4" PVC SDR 35 PIPE (57 LF) S = 0.5% CONSTRUCT AC PAVING (2,540 SF) CONSTRUCT AC PAVING (478 SF) 20' TYP (3.1%) (2.9%) (3.4%) (7.4%) (2.5%) (1.5%) (3.2%) (3.2%) (2.1%) (2.5%)
(2.9%) (4.3%) (3.9%) (3.7%) (0.9%) (1.7%) 3.7% 7.4% 0.5% 0.9% 1.2% 1.2% 3.3% 3.3% 3.2% 4.3% 3.3% 1.8% 9.4% 5.3% 4.3% 6' 15' 32.6' 14.8' 5.2' TC 6292.93 6" CURB 4 C2.4 1 C2.3 4 C2.3 6 C2.35 C2.3 5 C2.3 7 C2.3 EVCS PARKING STALL STRIPING (TYP 4) 1 C2.4 4 C2.4 PROPOSED ELECTRICAL EQUIPMENT & BOLLARDS- SEE E1.0 - E1.2 PROPOSED 6" BARRIER CURB (37 LF) 4 C2.3 AC 6293.99 MATCH EX NO PARKING EXCEPT WHILE CHARGING SIGN (TYP. OF 4) 3 C2.4 4" DEEP GRAVEL INFILTRATION AREA (208 SF) 2 C2.4 AC 6292.66 MATCH EX PROPOSED TRENCH DRAIN (20 LF) SEE NOTE 1. 1 C2.3 2.1% 2.7% AC 6293.13 MATCH EX EX METAL ROLLER GATE/FENCE TO REMAIN APPROX. 35.3' WOODEN CANOPY STRUCTURE TO REMAIN TC 6294.02 12" CURB TC 6293.99 12" CURB TC 6293.98 12" CURB 1.7% 1.6% 1.6% 1.7% AC 6292.98 AC 6292.99 TC 6293.70 6" CURB TC/AC 6294.11 11" CURB FROM AC 5" CURB FROM TOP OF 6" BARRIER CURB AC 6293.20 3.2% RELOCATE ELECTRIC PANEL & ASSOCIATED CONDUIT PER ELECTRICAL PLANS TC 6293.67 6" CURB (9.0%) 4.4% AC 6294.42 MATCH EX 3 C2.3 3.3% GB 6292.89 2 C2.3 GRADEBREAK (TYP) GRADEBREAK (TYP) GB 6293.26 2' 2.67' 4.33' 2.67' 4.33' CONCRETE PAD2 C2.4 PROPOSED WOOD FENCE (45 LF) 4 C2.3 9' 9' 9' 9' RELOCATE BOLLARD WITH GATE POST TO THIS LOCATION. RELOCATE BOLLARD WITH GATE POST TO THIS LOCATION. RELOCATE BOLLARD TO THIS LOCATION. RELOCATE BOLLARD TO THIS LOCATION. AC 6293.59 MATCH EX REVEGETATE PER TRPA BMP HANDBOOK (134 SF) REVEGETATE PER TRPA BMP HANDBOOK (32 SF) 3 C2.5 REVEGETATE PER TRPA BMP HANDBOOK (138 SF) PROPOSED SOLAR PARKING CANOPY, SEE ELECTRICAL PLANS AND STRUCTURAL PLANS - SHEETS E1.0-E1.3 & S0.1-S1.1 ADDITIVE BID ITEM #3 AC 6292.14 MATCH EX AC 6292.38 MATCH EX AC 6292.76 AC 6292.89 5.9% 1.3% 3.2% 7.9% (3.6%) 1.9% AC 6293.17 3' 2.5' 2.5' (9.6%) WATER VALVE TO REMAIN. ADJUST LID TO FINISH GRADE AS NECESSARY COM. BOX TO REMAIN. ADJUST LID TO FINISH GRADE AS NECESSARY 6.6% 2.6% 10.2% 15.0% RELOCATE BOLLARDS TO THIS LOCATION. ENSURE RELOCATED GATE PROPERLY CLOSES AND LOCKS TO RELOCATED BOLLARDS. PROPOSED WOOD FENCE (6 LF) 4 C2.3 6293 1.8% DRAWN BY: DESIGNED BY: CHECKED BY: JOB NO.:0 IF NOT ONE INCH ON THIS SHEET, ADJUST SCALES ACCORDINGLY BAR IS 1 INCH ON ORIGINAL DRAWING WWW.LUMOSINC.COM [email protected] © LUMOS & ASSOCIATES, INC.: THIS DRAWING IS THE PROPERTY OF LUMOS & ASSOCIATES, INC.. USE OR REPRODUCTION OF THIS DRAWING, IN WHOLE OR IN PART, WITHOUT THE WRITTEN PERMISSION OF LUMOS & ASSOCIATES, INC. IS STRICTLY PROHIBITED. THIS DRAWING IS NOT TO BE USED FOR ANY PROJECT OTHER THAN THE PROJECT FOR WHICH IT WAS PREPARED.
REV DATE DESCRIPTION BY 1" 312 DORLA COURT, SUITE 202 ZEPHYR COVE, NV 89448 TEL: 775.588.6490 CITY OF SOUTH LAKE TAHOE EV CHARGING STATIONS MOTOR POOL LOT - 1700 D STREET
SOUTH LAKE TAHOE EL DORADO CA PERMIT SET
FOR BIDDING
JUNE 2025 AMAM JS/JA 11508.000 C2.1
SITE & GRADING PLAN 0SCALE: 1" = 5' 10' 5' NOTE: 1. UPON CONSTRUCTION OF SLOT DRAIN, INSTALL DI PROTECTION PER DETAIL 1, SHEET C2.5 THROUGHOUT THE REMAINDER OF CONSTRUCTION. 2. CANOPY FOOTINGS, CANOPY AND SOLAR ITEMS ARE INCLUDED IN ADDITIVE BID ITEM #3. PROPOSED COVERAGE BUILDINGS 17,196.00 SF PAVEMENT 81,313.00 SF OTHER 0.00 SF TOTAL 98,509 SF (81.6%) 1. SITE IS MAN-MODIFIED CLASS 7 PER FILE #19880359 FROM HIGH DESERT MICROGRAPHICS, INC. AND CORRESPONDENCE WITH THERESA AVANCE (TRPA) AND JOHN HITCHCOCK (CSLT). 2. COVERAGE CALCULATIONS: COVERAGE ADDED - ±510 SF COVERAGE REMOVED - ±510 SF (SEE SHEET C2.0) NET COVERAGE CHANGE- 0 SF EXISTING COVERAGE BUILDINGS 17,196.00 SF PAVEMENT 81,313.00 SF OTHER 0.00 SF TOTAL 98,509 SF (81.6%) NOTE: 1. CUT/FILL QUANTITIES ARE BASED ON FINISH GRADE TO EXISTING GRADE. QUANTITIES ARE APPROXIMATE AND CONTRACTOR SHALL BE RESPONSIBLE FOR PERFORMING THEIR OWN QUANTITY TAKEOFFS. EARTHWORK QUANTITIES CUT (CY) FILL (CY) NET (CY) 17 11 6 (CUT) 06/06/25 JUNE 2025
ATTACHMENT A
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SAWCUT MATCH EX
SAWCUT MATCH EX EG PROPOSED CONCRETE RETAINING CURB (12" MAX HEIGHT) 5.2' GRAVEL INFILTRATION AREA, SLOPE VARIES 20' PARKING STALL EX WOOD CANOPY STRUCTURE, ±0.5 LF TO PROPOSED BE REMOVED WOOD FENCE PROPOSED SOLAR PARKING CANOPY, SEE ELECTRICAL PLANS AND STRUCTURAL PLANS - SHEETS E1.0-E1.3 & S0.1-S1.1 6" BARRIER CURB 2 % MAX ALL DIRECTIONS SLOPE VARIES FG 30" OR 36" PER STRUCTURAL PLANS - SEE SHEETS S0.1-S1.1 6" PROPOSED BARRIER CURB 3' EV CHARGING STATION PAD 20' PARKING STALL SAWCUT MATCH EX EG FG PROPOSED WOOD FENCE PROPOSED SOLAR PARKING CANOPY, SEE ELECTRICAL PLANS AND STRUCTURAL PLANS - SHEETS E1.0-E1.3 & S0.1-S1.1 2 % MAX ALL DIRECTIONS 2.5' GRAVEL INFILTRATION AREA, SLOPE VARIES SLOPE VARIES 30" OR 36" PER STRUCTURAL PLANS - SEE SHEETS S0.1-S1.1 DRAWN BY: DESIGNED BY: CHECKED BY: JOB NO.:
0 IF NOT ONE INCH ON THIS SHEET, ADJUST SCALES ACCORDINGLY BAR IS 1 INCH ON ORIGINAL DRAWING WWW.LUMOSINC.COM [email protected] © LUMOS & ASSOCIATES, INC.: THIS DRAWING IS THE PROPERTY OF LUMOS & ASSOCIATES, INC.. USE OR REPRODUCTION OF THIS DRAWING, IN WHOLE OR IN PART, WITHOUT THE WRITTEN PERMISSION OF LUMOS & ASSOCIATES, INC. IS STRICTLY PROHIBITED. THIS DRAWING IS NOT TO BE USED FOR ANY PROJECT OTHER THAN THE PROJECT FOR WHICH IT WAS PREPARED.
REV DATE DESCRIPTION BY 1" 312 DORLA COURT, SUITE 202 ZEPHYR COVE, NV 89448 TEL: 775.588.6490
CITY OF SOUTH LAKE TAHOE EV CHARGING STATIONS
MOTOR POOL LOT - 1700 D STREET
SOUTH LAKE TAHOE EL DORADO CA PERMIT SET
FOR BIDDING
JUNE 2025 AMAM JS/JA 11508.000 C2.2
GRADING SECTIONS A-A SECTION A-A C2.2 B-B TYPICAL SECTION B-B C2.2 06/06/25 JUNE 2025
ATTACHMENT A
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371
DRAWN BY: DESIGNED BY: CHECKED BY: BY DESCRIPTION DATE REV JOB NO.:0
IF NOT ONE INCH ON THIS SHEET, ADJUST SCALES ACCORDINGLY BAR IS 1 INCH ON ORIGINAL DRAWING
© LUMOS & ASSOCIATES, INC.: THIS DRAWING IS
THE PROPERTY OF LUMOS & ASSOCIATES, INC.. USE OR REPRODUCTION OF THIS DRAWING, IN WHOLE OR IN PART, WITHOUT THE WRITTEN PERMISSION OF LUMOS & ASSOCIATES, INC. IS
STRICTLY PROHIBITED. THIS DRAWING IS NOT TO
BE USED FOR ANY PROJECT OTHER THAN THE
PROJECT FOR WHICH IT WAS PREPARED. WWW.LUMOSINC.COM
950 SANDHILL ROAD, SUITE 100 RENO, NV 89521 TEL: 775.827.6111 [email protected] CITY OF SOUTH LAKE TAHOE EV CHARGING STATIONS MOTOR POOL LOT - 1700 D STREET FOUNDATION, ROOF PLAN AND SECTION SOUTH LAKE TAHOE EL DORADO CA PERMIT SET FOR BIDDING JUNE 2025 1 S1.0 K.L.Q. M.K. E.J.H. 11508.000 1 CARPORT FOUNDATION PLAN
S1.0 SCALE: 1/4"=1'-0"
SOLAR PANEL PER ELECTRICAL DWGS. TOTAL OF 30 PANELS. SEE GENERAL STRUCTURAL NOTES #3 AND #4 FOR ADDITIONAL REQUIREMENTS 20'-9" 20'-9" 1'-6" 20'-9" 20'-9" 1'-6" 12'-0" 12'-0" COL. AND DRILLER PIER C.L.
BEAM & COL. C.L. PURLN & COL. C.L. HSS 16x12x3/8
24'-0" 44'-6"
STEEL DECK - REF. GENERAL NOTES AND
DECK CONNECTION SCHEDULE
SLOPE 3:12 COL. AND
DRILLER PIER C.L. HSS9x9x5/8
2'-6" Ø DRILLED
PIER W/ 15'-0" EMBEDMENT
HSS 8x2x3/16 FASCIA TYP.
EDGE OF PURLIN C.L. ROOF DECK
8" 6" PURLIN C.L. EDGE OF ROOF DECK
5'-7" 5'-9" 5'-9" 5'-9" CONT. HSS 8x6x1/4 PURLIN 3 S1.0 TYP. 2 S1.1 TYP. 1 S1.1 4 S1.1 TYP. INDICATES PARKING STRIPE. COORD. W/ CIVIL. 3 S1.0 TYP. BEAM & COL. C.L.
BEAM & COL. C.L. 8'-10" 11'-2" EDGE
PARKING
STRIPE
EDGE OF PARKING
STRIPE
HSS9x9x5/8
3'-0" Ø DRILLED
PIER W/ 18'-0" EMBEDMENT
HSS9x9x5/8
2'-6" Ø DRILLED
PIER W/ 15'-0" EMBEDMENT HSS 16x12x3/8
HSS 16x12x3/8 3 S1.1
HSS 8x2x3/8 FASCIA CONT. HSS 8x6x1/4 PURLIN CONT. HSS 8x6x1/4 PURLIN CONT. HSS 8x6x1/4 PURLIN CONT. HSS 8x6x1/4 PURLIN COL. AND
DRILLER PIER C.L.
COL. AND
DRILLER PIER C.L. 2 CARPORT ROOF PLAN
S1.0 SCALE: 1/4"=1'-0" 3 CARPORT SECTIONS1.0 SCALE: 1/4"=1'-0" 24'-0" 12'-0" 12'-0" 12 3 SOLAR PANELS
PER PLANS ROOF DECK
PURLINS PER
PLANS
STEEL BEAMS
PER PLANS
STEEL COLUMN
PER PLANS DRILLED PIER PER
PLANS
EDGE OF PURLIN C.L. ROOF DECK
8" 6" PURLIN C.L. EDGE OF ROOF DECK CLOSURE PL TYP. 2'-0" F.G. REF. EL. = 100'-0" T.O. PIER EL. = 102'-0"
T.O.S. EL. = 114'-0" PROPOSED
CHARGING STATION
3" 23'-6" 3" EDGE OF BEAM
EDGE OF BEAM
METAL DECK CONNECTION SCHEDULE
DECK TYPE GAGE SHEET ENDCONDITIONDECK TO SUPPORT CONNECTION TYPEPERPENDICULAR
CONNECTION
PATTERN - END
SIDELAP CONNECTIONPERPENDICULAR
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PATTERN - INTERIOR
AEP SPAN
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20 BOTH ENDS
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#10 SCREWS
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DRAWN BY: DESIGNED BY: CHECKED BY: BY DESCRIPTION DATE REV JOB NO.:0
IF NOT ONE INCH ON THIS SHEET, ADJUST SCALES ACCORDINGLY BAR IS 1 INCH ON ORIGINAL DRAWING
© LUMOS & ASSOCIATES, INC.: THIS DRAWING IS
THE PROPERTY OF LUMOS & ASSOCIATES, INC.. USE OR REPRODUCTION OF THIS DRAWING, IN WHOLE OR IN PART, WITHOUT THE WRITTEN PERMISSION OF LUMOS & ASSOCIATES, INC. IS
STRICTLY PROHIBITED. THIS DRAWING IS NOT TO
BE USED FOR ANY PROJECT OTHER THAN THE
PROJECT FOR WHICH IT WAS PREPARED. WWW.LUMOSINC.COM
950 SANDHILL ROAD, SUITE 100 RENO, NV 89521 TEL: 775.827.6111 [email protected] CITY OF SOUTH LAKE TAHOE EV CHARGING STATIONS MOTOR POOL LOT - 1700 D STREET DETAILS SOUTH LAKE TAHOE EL DORADO CA PERMIT SET FOR BIDDING JUNE 2025 1 S1.1 K.L.Q. M.K. E.J.H. 11508.000
1'-6" BEAM C.L. HSS8x2x3/16 FASCIAHSS BEAM PER
PLANS
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PER SCHEDULE
1/8
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PER SCHEDULE
PURLINS PER
PLANS HSS BEAM PER
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USE BUTYL SEALANT TAPE. TYP. CAP PL
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HSS COL. PER
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A-A SECTION
HSS COL. PER PLANS. PAINT PER STRUCTURAL NOTES
T.O. DRILLED PIER
EL. = 102'-0" 1'-6" MIN. EMBED REF. PLANS. (8) - 7/8" Ø GR. 36 ANCHORS w/ DBL. NUT AT TOP 3" CLR. TYP.
(8) ADDITIONAL #6 VERT. BAR (1) AT EA. ANCHOR MAX. 2'-6" 6" DIAMETER PER PLANS
(14) - #7 VERT. BARS
EQUALLY SPACED
CIRCULAR TIES: - (8) - #4 TIES AT 3" o.c. AT TOP
- REMAINDER - #4 TIES AT 12" o.c. 3/8 (1/4) BTC - P4 TYP. R=0 α=45° 33 TYP. 33 TYP.
OPTIONAL 1 1/2" MAX. THICKNESS GROUT PAD
FINISH GRADE REF. EL. = 100'-0" 2"
8" CLOSURE PLATE HSS BEAM PER
PLANS
SOLAR PANELS PER
PLANS DECK AND CONNECTION
PER SCHEDULE
PURLINS PER
PLANS 33 TYP. T.O.S. EL. = VARIES 6 1/4" 7" 7"
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S1.1 SCALE: 1"=1'-0"
THIS SHEET IS INCLUDED
IN BID ADDITIVE #3 REGIST ERED PROFESSIONA L ENGI NE R S T R UC T UR A L No. S7306 Exp. 12-31-26 S T A T E O F C A L IFO R NIA MANISH KHANAL 06/04/2025
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CITY OF SOUTH LAKE TAHOE EV CHARGING STATIONS - MOTOR POOL LOT 1700 D STREET
SOUTH LAKE TAHOE EL DORADO CA PERMIT SET
FOR BIDDING
JUNE 1, 2025 JCMJ CP 11508.000 E1.0
ELECTRICAL DEMO REMOVE EXISTING EV CHARGING STATION . CUT AND CAP CONDUIT BELOW GRADE. REMOVE EXISTING BOLLARDS. PROPOSED TRENCH PATH DIMENSIONS APPROXIMATED FOR REFERENCE EXISTING ELECTRIC UTILITY POLE 30'
20'
60' REMOVE AND RELOCATE EXISTING GATE MOTOR ELECTRICAL PANEL TO LOCATION PROVIDED ON E1.1.
JUNE 2025
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CITY OF SOUTH LAKE TAHOE EV CHARGING STATIONS - MOTOR POOL LOT 1700 D STREET
SOUTH LAKE TAHOE EL DORADO CA PERMIT SET
FOR BIDDING
JUNE 1, 2025 JCMJ CP 11508.000 E1.1
ELECTRICAL PLAN PROPOSED RELOCATION OF EXISTING GATE MOTOR ELECTRICAL PANEL (2) PROPOSED LEVEL 2 EV CHARGING STATIONS PROPOSED MAIN METER PANEL PROPOSED INVERTER & BESS PROPOSED SOLAR CANOPY COLUMN PROPOSED UTILITY LOCKABLE DISCONNECT PROPOSED SOLAR CANOPY JUNE 2025
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www.ss-tma.org | [email protected] | 775.588.2488
August 21, 2025
Mr. Joe Irvin
City Manager
City of South Lake Tahoe
1901 Lisa Maloff Way
South Lake Tahoe, CA 96150
Re: SB 125 subrecipient grant - SS/TMA Microtransit Fleet Electrification Commitment Dear Mr. Irvin:
The Board of the South Shore Transportation Management Association (SS/TMA) appreciates this funding opportunity to continue partnering with the City of South Lake Tahoe (City) to provide Lake Link microtransit services within the City as part of Lake Link’s existing service area, with the addition of electric vehicle(s).
Since 2023, the SS/TMA Board has been formally committed to working with our service provider (South Lake Downtowner, LLC), to transition Downtowner’s microtransit fleet to electric vehicles when such a transition is financially feasible and adequate supporting infrastructure is in place. That commitment has been regularly revised and reiterated.
With this letter, the SS/TMA commits to leasing at least one electric vehicle to add to the Lake Link fleet when the City’s charging infrastructure is in place. Our goal with this expression of commitment is to provide assurance to the City and Liberty Utilities of our partnership in the City’s pursuit of grant and related sources to fund the level and location of infrastructure necessary to support the electrification of transit services.
Sincerely,
Board of Directors
South Shore Transportation Management Association (SS/TMA) 376
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CSLT SB125 Sub-Recipient
4915-4475-5042 v2
SUB RECEIPIENT FUNDING AGREEMENT
SB125 - TIRCP CAPITAL FUNDS
FOR
SUPPORT OF MICRO-TRANSIT OPERATIONS
This Sub Recipient Funding Agreement for City of South Lake Tahoe Charging Facility (this “Agreement”) is dated and effective October _____, 2025, between the Tahoe Transportation District, a bi-state special purpose district created by the Tahoe Regional Planning Compact, (“TTD”) and the City of South Lake Tahoe, a municipal corporation (“CITY”). City and TTD will be collectively referred to herein as the Funding Partners or the Parties and individually as a Party.
RECITALS
WHEREAS, TTD was established under Article IX of the Tahoe Regional Planning Compact as amended in 1980 by the United States Congress through Public Law 96-551 (the “Compact”), and TTD is a governmental agency operating within the States of Nevada and California pursuant to the Compact; and
WHEREAS, pursuant to the Compact, TTD is responsible for facilitating and implementing multi-modal transportation plans, programs, and projects for the Lake Tahoe Basin, including transit operations; and
WHEREAS, CITY is a California municipal corporation; and WHEREAS, TTD has entered into agreement with the Tahoe Regional Planning Agency (TRPA) to receive FY 23-24 California SB125 Transit and Intercity Rail Capital Program (TIRCP) formula funds (Grant Agreement # 25C00025 Attachment A); and WHEREAS, CITY desires to construct a vehicle charging station specifically for the purpose of charging electric vehicles purposed for micro-transit operations within the CITY and El Dorado County limits (PROJECT); and
WHEREAS, CITY requests $500,000 of TTD’s TIRCP funds for the purpose of constructing the PROJECT; and
WHEREAS, TTD desires to appropriate and provide $500,000 of TIRCP funds to CITY for the PROJECT on the terms and conditions set forth herein; and WHEREAS, this Agreement defines the funding contribution and the rights and obligations of the Parties.
NOW, THEREFORE, in consideration of the foregoing recitals and the covenants contained herein, the Parties agree as follows:
377
Funding Agreement, FY 2025
CSLT SB125 Sub-Recipient
4915-4475-5042 v2
1. EFFECTIVENESS AND TERM. This Agreement shall be effective as of the date of the last Party to execute this Agreement (the “Effective Date”). The terms of this Agreement shall be per TIRCP Cycle 2 obligation guidelines. CITY agrees to expend all funds within two (2) years of the Effective Date or any unexpended funds shall be returned to TTD.
2. FUNDING. This Agreement is for a total sub-recipient sum of Five Hundred Thousand and 00/100 Dollars ($500,000) of TIRCP funds (the “Funds”). CITY shall provide all match funding required for the TIRCP Funds.
3. SUB-RECIPIENT RESPONSIBILITIES. CITY shall be responsible for the complete performance of PROJECT including all of the following:
a. PROJECT shall be constructed as detailed in Exhibit C. b. Procurement shall be in accordance with all appliable state laws and procedures. c. CITY agrees to comply with all requirements of the SB125 TIRCP Program Cycle 2 final guidelines (Exhibit B) including but not limited to all applicable grant guidelines, deadlines, and approved projects by TRPA and CalSTA.
Payment to CITY shall be one lump sum payment of $500,000. TTD shall not be obligated to make payment to CITY until CITY has provided sufficient information subject to the approval of TTD’s Executive Director’s, or their designee’s, reasonable satisfaction, which information shall include an invoice consistent with SB 125 guidelines, with the requisite billing detail, for the invoice to be processed, and such other information as may be reasonably requested.
d. CITY agrees to maintain or acquire sufficient legal, financial, technical, and managerial capacity to: (i) plan, manage, and complete the expenditure of the Funds; (b) carry out the appropriate expenditure of the Funds, and (c) comply with the terms of this Agreement and all applicable laws, regulations, and policies pertaining to the expenditure of the Funds.
e. CITY agrees to the following PROJECT milestones:
i. Develop final design/bid documents by January 2026
ii. Invoice TTD for SB125 funds by March 2026
iii. Award project by May 2026
iv. Project construction completion by July 2027
378
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CSLT SB125 Sub-Recipient
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v. Final project closeout by September 2027
vi. Final project reporting to TTD/TMPO by October 2027 f. CITY shall expend Funds only for PROJECT as defined by this Agreement and for work as shown in Exhibit C. Twenty percent (20%) of all invoices due to contractor shall be provided by CITY local funds.
g. CITY shall include acknowledgment on Project reports, documents, outreach materials (including print, electronic, and social media), and any other applicable materials that the Projects is funded in part or in whole by SB 125 funds. h. CITY agrees to perform all Operations and Maintenance (O&M) for the constructed PROJECT at no cost to TTD.
4. INVOICING. CITY shall provide invoice to TTD at least thirty (30) days in advance of the lump sum payment due date. Invoices shall reference the Project, Project Number, and the payment due date.
5. USE OF FUNDS. CITY shall deposit all funding amounts received into a separate account held solely for the PROJECT. CITY shall use all funds solely for the purpose of paying the costs of constructing the PROJECT.
6. RETURNS. Any unexpended Funds will be returned to TTD if the PROJECT is not constructed.
7. REPORTING. CITY will provide all reporting for PROJECT to TTD as specified in Attachment B.
8. COMPLIANCE WITH LAWS; NONDISCRIMINATION. CITY and any contractors, subcontractors, consultants, and other vendors constructing PROJECT shall comply with all applicable Federal, State and local laws, rules, regulations, ordinances, including the provisions of the Americans with Disabilities Act of 1990 and Fair Employment and Housing Act, and will not unlawfully discriminate against employees, applicants or clients because of race, sex, sexual orientation, color, ancestry, religion or religious creed, national origin or ethnic group identification, mental disability, physical disability, medical condition (including cancer, HIV and AIDS), age (over 40), marital status, or use of Family and Medical Care Leave and/or Pregnancy Disability Leave in regard to any position for which the employee or applicant is qualified.
9. RECORDS. CITY shall maintain satisfactory account statements, records and other documents relating to PROJECT. Account statements, records and other documents relating to 379
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CSLT SB125 Sub-Recipient
4915-4475-5042 v2
PROJECT shall be retained by CITY for three years following the completion or termination of this Agreement and shall be subject to examination and audit by TTD and/or CalSTA.
10. DISPUTES AND WITHDRAWAL. The Parties shall meet and confer in an attempt to resolve any disputes arising from this Agreement. If the dispute cannot be resolved, any Party may withdraw from this Agreement upon 60 days written notice to the other Parties.
11. HOLD HARMLESS AND INDEMNIFICATION AGREEMENT. CITY agrees to protect, defend, indemnify, and hold TTD its board members, officers, agents, employees, and volunteers (the "Indemnified Party") free and harmless from and against any and all losses, claims, liens, demands, and causes of action of every kind and character, including but not limited to judgments, penalties, interest, court costs, attorneys’ fees, and all other expenses incurred by the Indemnified Party, arising out of or related to CITY’s performance or nonperformance under this Agreement, including the acts or omissions of its employees, agents, contractors, or subcontractors. This indemnification shall not apply to the extent such losses, claims, or damages are caused by the sole negligence or willful misconduct of TTD. CITY’s obligations under this Section 11 shall survive the expiration or earlier termination of this Agreement.
12. GOVERNING LAW; JURISDICTION. This Agreement will be governed by, interpreted under; and construed and enforced in accordance with the laws of the State of California, without regard to its conflict of laws rules, with venue in County of El Dorado, California. Each of the Parties acknowledges and agrees that the laws of the State of California and the selection of venue in the foregoing were freely chosen by the Parties. Each Party consents to exclusive personal jurisdiction over such Party by the courts of the State of California and agrees that service of process on such Party may be affected by certified or registered mail, return receipt requested, directed to such Party at its address shown in this Agreement.
13. NOTICE. Written notice under this Agreement shall be provided via U.S. Mail, electronic mail, or in person, as follows:
Jim Marino
Executive Director
Tahoe Transportation District
P.O. Box 499
Zephyr Cove, NV 89448
Cody Bass
Mayor
City of South Lake Tahoe
1901 Lisa Maloff Way
South Lake Tahoe, CA 96150
14. NO THIRD-PARTY BENEFICIARIES. This Agreement is for the exclusive benefit of the Parties hereto and nothing contained herein shall be construed as granting, vesting, creating or conferring any right or cause of action on any third party. Nothing in this Agreement is intended 380
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CSLT SB125 Sub-Recipient
4915-4475-5042 v2
to create, nor shall it be deemed to create, any contractual relationship between any third party and the Funding Partners.
15. ENTIRE AGREEMENT. This Agreement and the documents incorporated herein by reference constitute the entire agreement between the parties relating to the Funds and may not be modified except by an instrument in writing signed by the authorized representative of the Party.
If any provision, or portion thereof, of this Agreement is or becomes invalid under any applicable statute or rule of law, it shall be deemed stricken and the remainder of this Agreement shall remain in full force and effect.
16. ATTORNEYS’ FEES, COSTS, AND EXPENSES. In the event litigation or other proceeding is required to enforce or interpret any provision of this Agreement, the prevailing Party in such litigation or other proceeding shall be entitled to an award of reasonable attorneys’ fees, costs and expenses, in addition to any other relief to which it may be entitled.
17. CONSTRUCTION OF AGREEMENT. All Parties have been represented by counsel, or had the opportunity to be represented by counsel, in the preparation and negotiation of this Agreement, and this Agreement shall be construed according to the fair meaning of its language.
The rule of construction to the effect that ambiguities are to be resolved against the drafting party shall not be employed in interpreting this Agreement. Unless the context clearly requires otherwise: (a) the plural and singular numbers shall each be deemed to include the other; (b) the masculine, feminine, and neuter genders shall each be deemed to include the others; (c) “shall,” “will,” or “agrees” are mandatory, and “may” is permissive; (d) “or” is not exclusive; (e) “includes” and “including” are not limiting; and (f) “days” means calendar days unless specifically provided otherwise.
18. COUNTERPARTS; ELECTRONIC SIGNATURE. This Agreement may be executed in duplicate counterparts. Each counterpart shall be deemed an original and both together shall constitute but which together will constitute one and the same Agreement. This Agreement shall not be deemed executed unless and until at least one counterpart bears the signatures of all Parties’ designated signatories.
19. INCORPORATION BY REFERENCE. All Exhibits attached hereto are incorporated herein by reference.
IN WITNESS WHEREOF, this Agreement has been executed by the Parties as of the date set forth below.
Jim Marino Date
Executive Director
Tahoe Transportation District
381
Funding Agreement, FY 2025
CSLT SB125 Sub-Recipient
4915-4475-5042 v2
Cody Bass Date
Mayor
City of South Lake Tahoe
382
Funding Agreement, FY 2025
CSLT SB125 Sub-Recipient
4915-4475-5042 v2
Exhibit A
TRPA Grant No. 25C00025
(to be inserted)
383
384
385
386
387
388
389
390
391
392
393
FORMULA-BASED
AND INTERCITY RAIL
ZERO EMISSION
F
January 202
394
January 10, 2025
FINAL GUIDELINES FORMULAIC FUNDING
Contents
1 Authority and Purpose ..................................................................................................................................... 3 2 Objectives ........................................................................................................................................................ 4 3 Eligible Recipients and Funding Distribution.................................................................................................... 5 4 Schedule .......................................................................................................................................................... 6 5 Eligible Projects ................................................................................................................................................ 6 6 Requirements for Funding Allocations ............................................................................................................. 9 7 Approval and Programming........................................................................................................................... 12 8 Project Delivery and Reporting ...................................................................................................................... 12 9 Project Administration ................................................................................................................................... 14 Attachment 1: CCI Funding Guidelines for Administering Agencies ...................................................................... 15 Investments to Benefit Disadvantaged Communities and Low-Income Communities and Households ........... 15 Attachment 2: Quantification Methodology and Co-Benefit Assessment Methodology ...................................... 16 CCI Quantification and Reporting Materials ...................................................................................................... 16 Attachment 3: Benefit Criteria Tables ................................................................................................................... 18 CCI Benefit Criteria Tables ................................................................................................................................. 18 Attachment 4: Eligible Recipients and Fund Estimates ......................................................................................... 19 395
3 January 10, 2025
1 Authority and Purpose
The Transit and Intercity Rail Capital Program (TIRCP) was created by Senate Bill (SB) 862 (Chapter 36, Statutes of 2014) and modified by SB 9 (Chapter 710, Statutes of 2015), to provide grants from the Greenhouse Gas Reduction Fund (GGRF) to fund transformative capital improvements that will modernize California’s intercity, commuter, and urban rail systems, and bus and ferry transit systems, to significantly reduce emissions of greenhouse gases, vehicle miles traveled, and congestion. The legislation of these bills is codified in Sections 75220 through 75225 of the Public Resources Code (PRC). Assembly Bill (AB) 398 (Chapter 135, Statutes of 2017) extended the Cap-and-Trade Program that supports the TIRCP from 2020 through 2030. SB 1 (Chapter 5, Statutes of 2017) continues to provide a historic funding increase for transportation with funds directed to the TIRCP from the Public Transportation Account (PTA).
AB 102 (Chapter 38, Statutes of 2023) and SB 125 (Chapter 54, Statutes of 2023) amended the Budget Act of 2023 to appropriate $4,000,000,000 of General Fund to the TIRCP over the next two fiscal years as well as $910,000,000 of GGRF funding and $190,000,000 of PTA funding over the next four fiscal years to establish the Zero-Emission Transit Capital Program (ZETCP).
Further, AB 173 (Chapter 53, Statutes of 2024), SB 108 (Chapter 35, Statutes of 2024), and SB 109 (Chapter 36, Statutes of 2024) amended the Budget of Act of 2024 to make adjustments to the timing of the availability of funds for both the TIRCP and the ZETCP. For the TIRCP, $2,000,000,000 of General Fund and GGRF funding was made available for the 2023–24 fiscal year, $1,000,000,000 of General Fund and GGRF funding is made available for the 2024–25 fiscal year, and $1,000,000,000 of General Fund and GGRF funding is made available for the 2025–26 fiscal year. For the ZETCP, $190,000,000 of PTA funding was made available for the 2023-24 fiscal year, $220,000,000 of GGRF funding is made available for the 2024- 25 fiscal year, $0 is made available for the 2025-26 fiscal year, $230,000,000 of GGRF funding is made available for the 2026-27 fiscal year, and $460,000,000 of GGRF funding is made available for the 2027-28 fiscal year. These guidelines are specifically developed to facilitate the award of these funds to projects in an expeditious manner.
These guidelines include elements of the policy, standards, criteria, and procedures for the development, adoption, evaluation and administration of the TIRCP last updated for Cycle 6 (which delivered its last tranche of funding for project awards in July 2023) but are unique to this particular cycle of TIRCP funding. In allowing the funds covered by these guidelines to be available for operating costs, the guidelines are also required to be aligned with the legislative intent described in subdivision (d) of Section 75226 of, and subdivision (f) of Section 75260, of the Public Resources Code. They will be further informed by input received through workshops, public comments and written responses to be received by December 30, 2024.
SB 125 provided additional direction with regards to the funding appropriated in the Budget Act of 2023 and amended in the Budget Act of 2024. It created specific categories for funding as follows:
A) $3,995,000,000 over three fiscal years shall be distributed pursuant to a population-based formula to regional transportation planning agencies (RTPA) as defined in Section 7 of these guidelines. The bill authorizes RTPAs to use the moneys for high-priority transit capital projects consistent with the uses allowed in Cycle 6 of the TIRCP, which includes existing projects seeking to maintain or obtain federal or local funding commitments, project development for major projects that are seeking to enter or have already entered project development with federal partners, or for new TIRCP projects. As in Cycle 6, all capital projects must both increase ridership and reduce greenhouse gas emissions, in common with traditional TIRCP project requirements. The funding may also be used to fund transit operating expenses that prevent service cuts and increase ridership for operators within the RTPAs jurisdiction, subject to compliance with requirements and further detail described in Section 6 of these guidelines.
$1,100,000,000 over five fiscal years shall be for the establishment of the Zero-Emission Transit Capital Program (ZETCP) and requires funds under the program to be allocated to RTPAs 396
4 January 10, 2025
pursuant to a population-based formula and another formula based on transit operator revenues within the jurisdiction of these RTPAs, as specified (the formula described is consistent with the current State Transit Assistance formula). The bill authorizes RTPAs to use the moneys for zeroemission transit equipment, including, but not limited to, zero-emission vehicles and refueling infrastructure and, subject to compliance with requirements described in Section 6 of these guidelines, to use those moneys to fund transit operating expenditures that prevent service reduction or elimination in order to maintain or increase ridership. 2 Objectives
The TIRCP was created to fund transformative capital improvements that modernize California’s intercity rail, bus (including feeder buses to intercity rail services, as well as vanpool and micro transit services that are eligible to report as public transit to the Federal Transit Administration), ferry, and rail transit systems (collectively referred to as transit services or systems inclusive of all aforementioned modes unless otherwise specified) to achieve all of the following policy objectives, as codified in Section 75220(a) of the PRC:
1. Reduce emissions of greenhouse gases
2. Expand and improve transit service to increase ridership
3. Integrate the rail service of the state’s various rail operations, including integration with the high-speed rail system
4. Improve transit safety
Additionally, Section 75221(c) of the PRC codifies a programmatic goal to provide at least 25 percent of available funding to projects that provide a direct, meaningful, and assured benefit to disadvantaged communities, consistent with the objectives of SB 535. AB 1550 provides further requirements related to ensuring investments meet the needs of priority populations, a term used to cover disadvantaged communities, low-income communities and low-income households.
Investments made by TIRCP are expected to collectively meet or exceed the requirements in AB 1550. Each RTPA will need to provide information related to its projects sufficient to determine the nature of priority population benefits; however, there is no minimum requirement that each project or RTPA needs to meet for the projects submitted.
Taken as a whole, the increases in transit system ridership, as well as the reduction in vehicle miles traveled, congestion and greenhouse gas emissions, will help deliver a healthier and safer transportation system. Investments are expected to position the state to lead in the deployment of cutting edge and zero emission technologies, test innovative strategies and new approaches to reducing transportation-related fatalities, provide important new capacity in corridors that support growth in jobs and housing, and to expand multimodal transportation access and options for all Californians across all regions of the state.
Further, as outlined in SB 125, which amended the Budget Act of 2023, and affirmed in the Budget Act of 2024, it is the intent of the Legislature to:
(1) provide one-time multiyear bridge funding for transit operators to address operational costs until long-term transit sustainability solutions are identified (2) assist transit operators in preventing service cuts and increasing ridership (3) prioritize the availability of transit for riders who are transit dependent (4) prioritize transit agencies representing a significant percentage of the region’s ridership To that end, SB 125 specifies that the moneys appropriated in the Budget Act of 2023 may be used for high-priority transit capital projects within the project eligibility categories allowed under TIRCP in Cycle 6, and also for transit operating expenses for operators within the RTPAs jurisdiction.
Further detail on the definition of transit operator is included in Section 3. 397
5 January 10, 2025
3 Eligible Recipients and Funding Distribution
The first year of funding for TIRCP and the first and second year of funding for ZETCP has already been distributed to all approved projects, with a number of disbursements pending approval. The second year of funding for TIRCP is already available for distribution once required materials are submitted and must be fully encumbered or expended and liquidated by CalSTA by June 30, 2030. Once received by the RTPA there is no deadline for the expenditure of funds.
TIRCP funding will be allocated in both FY24-25 and FY25-26 to RTPAs according to a population-based formula after each recipient first receives $300,000 of base funding split evenly across both years.
The remaining ZETCP funding will be allocated to RTPAs pursuant to a population-based formula and another formula based on transit operator revenues within the jurisdiction of these RTPAs. This formula matches the approach used to calculate State Transit Assistance distribution.
Eligible recipients of funding are the RTPAs, as defined in Section 13987(j) of the Government Code. The current eligible recipients based on that definition and initial fund estimates by expected recipient can be found in attachment 4 of these guidelines.
Funding distributions will be only made to the recipients found in attachment 4, utilizing fund transfer instructions confirmed with CalSTA by the RTPA prior to transfer, which may in turn make funding available to public agencies in their jurisdiction. RTPAs have the discretion to suballocate or distribute funds within their region based on local needs, existing procedures, policies or priorities, as long as required SB 125 program requirements and goals are met, including addressing how operating needs are expected to be met with SB 125 and/or other resources. SB125 funds may be applied to expenses for approved projects, including those incurred prior to receipt of funding, subject to RTPA policies that allow such reimbursement.
For TIRCP and ZETCP capital projects, the RTPAs may distribute funding to public agencies eligible to receive TIRCP capital funding, including joint powers agencies, that operate or have planning responsibility for existing or planned regularly scheduled intercity or commuter passenger rail service (and associated feeder bus service to intercity rail services), urban rail transit service, or bus or ferry transit service (including commuter bus, vanpool, and micro transit services). Public agencies include local municipalities that operate transit service, construction authorities, transportation authorities, and other similar public entities created by statute. Please note that within such capital projects, with the exception of projects that are in the federal pipeline for major projects project development, the projects funded must result in construction being completed, as is required under traditional TIRCP funding.
For any spending on transit operations to prevent service reduction or elimination in order to maintain or increase ridership, or to otherwise increase ridership, the RTPAs may distribute funding to transit operators in their jurisdiction that are eligible to receive State Transit Assistance (STA) funding through Section 99314 at the time of distribution by the RTPA. Please note that preventing service reduction and elimination includes the broad variety of expenses required to provide service, including those related to ensuring safety and state of good repair of the vehicles and infrastructure.
RTPAs may also be the sponsor of capital and operating projects and may partner on projects with the agencies eligible to receive funding (such as doing a planning effort tied to making the underlying project more beneficial in a regional context upon implementation).
RTPAs must deposit funds into one or more dedicated bank accounts or custody accounts. Permitted investments include bank demand deposits consistent with California government code, government money market funds, U.S. Treasuries, U.S. Agency securities, California Local Agency Investment Fund (LAIF), and AAA public agency pools, to the extent permitted by RTPA policy and state statute. If a separate account is not possible, the agency may show documents of a line item or subaccount dedicated 398
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to SB 125 funds. Funds will be disbursed separately from each fund source supporting SB 125 (General Fund and GGRF for TIRCP; PTA and GGRF for ZETCP) and identified as such when disbursed. RTPAs are responsible for tracking the receipt and utilization of these funds separately, and recording interest earned (or other investment income earned) on each fund source separately. The interest or investment earnings must also be spent on approved eligible projects within each program and will be accounted for when an agency submits its required Annual Report, as described in Section 9. When the recipient agency submits its Annual Report, they are required to submit a copy of their most recent bank statement. The additional spending made possible by interest or investment earnings shall be approved through submitting an Updated Program Allocation Request to CalSTA, which will approve such spending based on review of project eligibility.
RTPAs, transit operators and other public agencies expending SB 125 formula funding assume responsibility and accountability for the use and expenditure of allocated funds in accordance with these guidelines and applicable statutes. These agencies must also comply with all relevant federal and state laws, regulations, policies, and procedures.
4 Schedule
Comments on Draft 2024 Guidelines Due December 30, 2024 CalSTA Publishes Final 2024 SB 125 Guidelines January 10, 2025 Updated Program Allocation Summary and First Annual
Report Due
February 28, 2025
Requested Funding Will be Allocated No Later Than April 30, 2025 Next Annual Report Due October 31, 2025
*Comments and requests for meetings can be submitted to:
[email protected]
5 Eligible Projects
TIRCP Funding ($3.995 billion)
In order to be eligible for TIRCP capital project funding under this program, a capital project must demonstrate that it will achieve a reduction in greenhouse gas emissions using the relevant sections of the ZETCP Quantification Methodology. It must also demonstrate an increase in ridership.
As codified in Section 75221(a) of the PRC, projects eligible for funding under the program include, but are not limited to, the following:
1. Rail capital projects, including intercity rail, commuter rail, light rail, and other fixed guideway projects. Additionally, the acquisition of rail cars and locomotives, and the facilities to support them, that expand, enhance, and/or improve existing rail systems and connectivity to existing and future transit systems, including the high-speed rail system.
2. Intercity, commuter, and urban rail projects that increase service levels, improve reliability, or decrease travel times, infrastructure access payments to host railroads in lieu of capital investments, 399
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efforts to improve existing rail service effectiveness with a focus on improved operating agreements, schedules, and minor capital investments that are expected to generate increased ridership, as well as larger scale projects designed to achieve significantly larger benefits.
3. Rail, bus, and ferry integration implementation, including:
a. integrated ticketing and scheduling systems and related software/hardware capital investments (including, but not limited to, integration with bus or ferry operators and the use of contactless payment and General Transit Feed Specification (GTFS) implementation through Cal-ITP)
b. projects enabling or enhancing shared-use corridors (both multi-operator passenger only corridors as well as passenger-freight corridors)
c. related planning efforts focused on, but not limited to, delivery of integrated service not requiring major capital investment, such as transit route and schedule integration (or coordination)
d. other multimodal and service integration initiatives, including active transportation and other access investments which increase transit and rail ridership and reduce greenhouse gas emissions
4. Bus rapid transit and other bus and ferry transit investments (including autonomous fixed guideway, vanpool, and micro transit services operated as public transit and first-/last-mile solutions), and to increase ridership and reduce greenhouse gas emissions. This includes large scale deployment of zero emission vehicles and the technologies to support them, and capital investments as a component implementing transit effectiveness studies that will contribute to restructured and enhanced service.
Grade separations and grade crossing improvements on passenger rail corridors or related to transit projects are eligible, as they are under the discretionary TIRCP. In addition to providing safety benefits, these projects often provide certain roadway based (and sometimes rail related) greenhouse gas emission reductions and a small increase in ridership (tied to reductions in train delays and cancellations tied to incidents at the crossing, and sometimes speed increases that occur after crossings are improved or eliminated). In some cases, ridership increases from such projects are more significant if they are necessary to increase train frequency.
Projects related to mitigating the impacts on freight rail services that are caused by growth in passenger rail may also be eligible for TIRCP funding even if they are not directly on the passenger rail corridor.
Projects that link housing with key destinations and that improve accessibility to economic opportunities are also eligible for TIRCP funding.
Demonstration projects that are smaller-scale efforts with great potential to be expanded are eligible for funding. Projects may include new approaches to attracting increased ridership such as smart phone mobile ticketing, contactless payment, or other software and hardware solutions to reduce ticketing transaction costs, or a test of a concept related to integrated ticketing, as well as intercity rail/transit effectiveness or operational planning as a component of the capital investments in improved, expanded and/or restructured service designed to cost-effectively increase ridership. Research, development, and testing of emerging technologies are eligible components. Clean fleet, facility and network improvement projects may also request funding for Zero Emission Mobility Programs, in lieu of Zero Emission Vehicle purchase, in compliance with Innovative Clean Transit Regulation Section 2023.5.
Many TIRCP applicants have met the requirements for reducing greenhouse gas emissions and increasing ridership through combining related capital investments that may individually address only one or the other benefit. Many TIRCP applicants have also augmented their chosen capital projects with key network integration planning studies that consider how to enhance the benefits of their projects (in connecting to other transit and rail systems), or planning efforts that consider a later phase of capital investment and the benefits it will bring to the current proposed project when constructed at a later date.
Agencies may apply to TIRCP Cycle 8 or later for projects that use SB 125 resources for new projects, either to complete project funding or to expand project scope; SB 125 funding will be counted as matching funds 400
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in future TIRCP discretionary grant applications.
Additionally, RTPAs may suballocate funds to agencies in their jurisdiction so agencies may use this funding to support projects that have previously received a TIRCP award and require an additional infusion of resources to deliver the original scope. RTPAs may also allocate funding to any project awarded funds in Cycle 6 that pledged to use future TIRCP formula funds as match, in accordance with the direction provided in the Cycle 6 guidelines. RTPAs may assume that any funding from these SB 125 resources will help obtain or maintain funds from federal, state and local sources already committed to the projects, and document this benefit for their own projects, and require such documentation of benefits from project sponsors for other projects, in their Allocation Package submissions. Agencies shall state which project is seeking additional funds, identifying the Cycle 1 through 7 project, and whether the funding is needed for the full project scope or for a subcomponent.
RTPAs may suballocate funds to agencies in their jurisdiction so agencies may also use this funding for project development activities, similar to the “Major Projects Project Development Reserve” that was established in the Cycle 6 guidelines, including use of additional funding for projects that received funding for such projects in the Cycle 6 awards. While projects and programs of projects do not need to be ready for construction, agencies should identify how their project or program of projects will be eligible to apply for TIRCP construction funding in the future and what specific federal, state and other funding programs they are planning to utilize for construction funding. As in Cycle 6, such projects must either be pursuing Capital Investment Grant funding through the Federal Transit Administration (FTA) or be part of the pursuit of Federal Railroad Administration funding through the Corridor Identification Program. Projects not pursuing federal funds for construction from FTA or planning to pursue FRA capital funding for construction through one of the Bipartisan Infrastructure Law programs are not eligible. Agencies may apply to TIRCP Cycle 8 or later for projects that use SB 125 resources for project development; SB 125 funding will be counted as matching funds in future TIRCP discretionary grant applications.
RTPAs that are themselves the capital project sponsor may also utilize funds for their own projects. RTPAs are also authorized to use TIRCP moneys, subject to compliance with requirements described in Section 6 of these guidelines, to fund transit operating expenses within its jurisdiction that prevent service cuts and increase ridership, including those related to increasing service up to, or above, pre-pandemic service levels, ensuring safety and state of good repair of the vehicles and infrastructure necessary to operate service, as well as those that pay for free and reduced fare programs. Planning expenses related to implementation of ridership recovery and retention strategies are also eligible as operating projects, whether at the RTPA or STA-eligible transit operator level. RTPAs that are themselves the operator of transit services may also utilize funds for their own operations. Service planning necessary to experiment with, demonstrate or implement significant service modifications may be funded as an operating expenditure at either the RTPA or transit operator level.
ZETCP Funding ($1.1 billion)
Pursuant to SB 125, zero-emission transit equipment, transit facility and network improvement projects such as those that support replacing aging vehicle fleets with Zero-Emission Vehicles (ZEVs), and associated fueling or charging infrastructure or facility modifications, and projects that expand or modernize zero-emission transit networks, are eligible projects for the ZeroEmission Transit Capital Program (ZETCP). ZEVs include heavy- and light-rail vehicles, buses, and other ZEVs used for transit service. Clean fleet, facility and network improvement projects may also request funding for Zero Emission Mobility Programs, in lieu of Zero Emission Vehicle purchase, in compliance with Innovative Clean Transit Regulation Section 2023.5.
GGRF funds used on these projects (100% of years 2-5) will require submission of information described in the ZETCP Quantification Methodology, as expending GGRF funds requires benefits reporting. They also require compliance with the CARB Funding Guidelines applicable to all GGRF funding, including annual benefits reporting and identification of benefits to priority populations.
ZETCP funding may also be used for transit operations expenditures that prevent service reduction or elimination or that increase service up to, or above, pre-pandemic service levels in order to maintain or 401
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increase transit ridership, in accordance with the provisions described in Section 6 of these guidelines, including those related to ensuring safety and state of good repair of the vehicles and infrastructure necessary to operate service, as well as those that pay for free and reduced fare programs. Planning efforts necessary to implement one or more of the Innovative Clean Transit Plan efforts within the region, and planning expenses related to implementation of ridership recovery and retention strategies, may be programmed as an operating expense out of the PTA portion of funds disbursed to each RTPA, but must be requested in an Allocation Package submission covering the FY23-24 funding year.
A maximum of 1% of total multi-year SB 125 funding, or $5 million, whichever is lower, may be programmed by the RTPA for RTPA administration of SB 125 funding across both the TIRCP and ZETCP, and for planning expenses related to preparing and implementing the initial short-term financial plan, updates to the short-term financial plan, and the long-term financial plan, including planning expenses related to implementation of ridership recovery and retention strategies. If less than $25,000 would be available under this formula, a maximum of $25,000 shall be available to such RTPAs for RTPA administration and planning expenses. As the RTPAs are tasked with developing the regional long-term financial plan for their jurisdictions, there is no requirement to program and suballocate funds to transit operators for this purpose, although they may do so at their discretion. The RTPAs can procure professional services or use their own staff to gather the reports, data and relevant information needed to develop the regional longterm financial plan required by SB 125. This request must be made in the Allocation Package submissions covering FY 23-24 funding from the ZETCP, which was originally due on December 31, 2023, as an operating project associated with the RTPA, as most funding will be drawn from the Public Transportation Account resources only available in that year. If included in the submission originally due on December 31, 2023, funds may be applied to expenses incurred at any point in the RTPAs FY23-24 fiscal year, including those incurred prior to receipt of funding, subject to RTPA policies that allow such reimbursement. Very small RTPAs may be directed by CalSTA to program the balance of funding from 1st year General Fund resources available under TIRCP if there are insufficient PTA funds available to meet their requested administrative funding amount. Small RTPAs are encouraged to combine planning efforts if feasible.
Should RTPAs be part of project-specific project management, resources required for those efforts are to be separately identified as part of the funding requested for each project, as appropriate. 6 Requirements Funding Allocations
Each RTPA that has not yet submitted an Initial Allocation Package (or that submitted an Initial Allocation Package that excluded the Short Term Financial Plan) please refer to the requirements for funding allocations outlined in the Final SB125 Guidelines dated September 29, 2023. As allocation packages for the first year of funding may be submitted on a rolling basis, agencies that have not yet submitted an Initial Allocation Package, or those that excluded Short Term Financial Plans, may submit this information at any time (subject to the relevant time limitations on funding encumbrance included in the Budget bills for each fiscal year of funding).
In addition, each RTPA that has submitted an initial allocation package but only requested a partial amount of funding, please refer to the requirements for funding allocations starting on page 11 in the Final SB125 Guidelines dated September 29, 2023.
For RTPAs seeking their second year of TIRCP funding for previously approved projects, please submit the following information by February 28, 2025.
A. An updated fund request form with updated fund totals by project and by fiscal year and source of funding. Previously submitted allocation Packages are expected to be updated for future years should there be any change in funding availability or projects selected for funding distribution.
They also are expected to be updated to reflect any changes in the specific fund sources and years of funding assigned to specific projects. Before additional funding is disbursed, agencies must submit an updated fund request form that identifies the projects and fund source by fiscal year. 402
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The updated fund request form should also identify any interest earned on SB125 funding and the how this earned interest amount is proposed to be spent. If an RTPA is proposing to spend earned interest on a previously approved project, this amount can be added and identified in the updated fund request form. If an RTPA is proposing to spend earned interest on a new project, agencies must submit the required information for new projects following the guidance in the Final SB125 Guidelines dated September 29, 2023. Agencies may submit for review and approval proposals to spend (or other investment income earned)on a rolling basis. Allocation packages and their updates will be treated in accordance with Public Records Act requirements and certain information, subject to those requirements, may be publicly disclosed.
B. A completed annual report template (available on the CalSTA program page for the SB125 Transit Program). At a minimum, agencies should report on the following:
a. Proof that funds received have been deposited into a dedicated bank account or subaccount and is tracked by the three fund sources (TIRCP; ZETCP GGRF and ZETCP PTA). b. Amount of interest earned (or other investment income earned) on each fund source separately.
c. Progress made toward implementation of the projects and operating expenditures and should include expenditures to date and total amount remaining per project. d. Estimated greenhouse gas benefits and jobs co-benefits as modeled in the CARB modeling tools.
e. How much funding is to be used for operating costs, if any. f. The number, type, date, and location of zero-emission buses, trains or other vehicles purchased, if any.
g. The nameplate capacity of installed equipment in kilowatts for electric charging stations and kilograms per day for hydrogen fueling stations, if any. h. The total costs and the source of funding for vehicles and equipment purchased using these funds.
C. Transit Operations Funding
If an agency is using funding for transit operations for one or more of the STA- eligible transit operators in its jurisdiction, it shall resubmit the following information for each operator covered by its request.
1. Name of Transit Operator
2. 2023-24 Ridership for the Operator and Operator’s Percent of Region’s Total Ridership a. Amount of service being paid for by the additional SB125 funding expressed in both revenue service hours and by nature of service retention, restoration or increase invested in (e.g. preventing a reduction in frequency on one or more routes (or systemwide), frequency increases on particular routes or launch of new routes made possible by the funds). Costs involved in maintaining current operations may include those necessary for ensuring safety and state of good repair of the vehicles and infrastructure necessary to operate service and shall be identified with respect to the current service level they are protecting. In some regions, a different STA-eligible operator may be better able to implement increased or restored service levels than the original operator. This flexibility is allowed and should be noted.
b. Identification of operating expenses invested in increased safety and security measures.
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c. Identification of operating expenses that are intended to increase ridership, including those that fund actions to improve coordination of routes and schedules.
d. Identification of benefits to transit dependent riders of activities funded by the request.
Each RTPA that has not yet submitted an Initial Allocation Package may submit a request for the first two years of funding concurrently. Approval will be dependent on meeting all of the requirements for Initial Allocation Packages outlined in the Final SB125 Guidelines dated September 29, 2023 as well as the requirements outlined in Section 6A through 6C of these Guidelines.
Technical assistance in addressing the required contents of the Initial Allocation Package and any future updates may be requested by emailing the SB 125 e-mail address at [email protected].
Assistance may be provided by CalSTA, Caltrans or CARB, depending on the nature of the specific question.
Agencies are reminded that they may submit updates to allocation packages on a rolling basis that CalSTA anticipates reviewing on a 30- to 60-day timeline for approval of additional allocations of funding, up to the limit available for the RTPA at the relevant point in the program.
RTPAs are also required to make publicly available (i.e., posted online) a summary of monthly ridership data, consistent with the data submitted to the FTA’s NTD, from all its transit operators and should cover the time period starting on July 1, 2022, through at least June 30, 2029. The monthly reports should include ridership data for each mode of public transportation service that the agency operates. This information will provide the public with monthly trends in ridership and service supplied throughout the year, and also allow for a comparison of ridership recovery compared to this same time last year.
Caltrans will provide all RTPAs with a summary report each month that meets the requirements of this statutory provision, drawn from the data reported to the National Transit Database. The data will be drawn from the NTD at: Complete Monthly Ridership (with adjustments and estimates) | FTA (dot.gov).
RTPAs are required to post a link to this report and data in a manner easily accessed by the public, so that ridership trends within their region can be easily reviewed, in order to receive approval for their allocation packages. For RTPAs with transit operators who do not report monthly data to the NTD, Caltrans will include the most recent annual ridership numbers provided to the NTD. RTPAs may publish additional ridership data for agencies that do not report monthly to the NTD at their discretion, in order to allow public understanding of the changes in ridership experienced over the SB 125 funding time period.
Unrelated to the Allocation Package submissions, agencies are required to submit and receive approval of a one-time, long-term financial plan by June 30, 2026, that addresses the approach to sustain the region’s transit operations absent additional discretionary or nonformula state funding to maintain eligibility for future TIRCP funding in the 2026-27 fiscal year and beyond. This plan will be analyzed and reviewed for completeness.
Each long-term financial plan shall include, but is not limited to:
I. Demonstration of the implementation of ridership retention and recovery strategies, including, but not limited to, policies that prioritize safety and cleanliness and streamlined coordination between transit operators, such as schedule coordination, reduced boarding times, operational management, and site sharing, to improve rider experience.
II. A five-year forecast of operating funding requirements with detail on all sources of funding proposed for operations, including any new local and regional funding sources being pursued and 404
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the progress and improvements implemented since the last submitted regional short-term financial plan.
Technical assistance as it relates to the development of long-term financial plans may be offered from CalSTA and/or Caltrans. RTPAs are expected to utilize existing plans and documents that address the requirements of the long-term financial plan where possible, including the use of supplemental materials or addenda that address the long-term plan requirements and reference back to their existing plans as applicable. CalSTA analysis and review for completeness will only extend to content required by the provision of SB 125. Additional guidance will be developed and articulated in future updates to these guidelines, per the legislative intent of SB 125.
7 Approval and Programming
Once an agency’s updated information is received, along with verification that monthly ridership data as required by statute is available on each regional agency’s website, CalSTA will review and analyze the submitted documents for completeness and for project eligibility (if any new projects are being proposed) with a commitment to facilitate these funds to projects in an expeditious manner and not infringe on the local decision-making processes that determined the specific projects proposed for funding. If all projects are eligible and the documentation is complete, CalSTA will notify the RTPA that its package is approved, publish the information on its SB125 Transit Formula Program subject area page, and authorize disbursement of applied-for funds to the RTPA. If a submission is incomplete, RTPAs will be promptly notified and allowed to address areas of incompleteness. If any projects are found to be ineligible, RTPAs will be provided an opportunity to choose between ether remedying the ineligible project (or replacing it with another) prior to having the entire package approved, or advancing all projects that are eligible and addressing the ineligible project in a future Updated Allocation Package. CalSTA will maintain a Program Allocation Report that will incorporate all approved projects (both capital and operating) that will be updated in any quarter during which additional approvals of Initial Allocation Packages or Updated Allocation Packages have been made.
Agencies are not required to fully apply for all available funding at the time of Initial Allocation Package submission. Unrequested monies, or the request to program interest earned on deposited funds that have not yet been disbursed to implementing agencies, may be requested in a future Updated Allocation Package. If an agency chooses to request previously unrequested funding or reprioritize funding between projects (including the addition or deletion of a project from their approved project list), an Updated Allocation Package shall be submitted for approval, including a Summary of Changes section immediately after the cover letter authorizing submission, and any updates to the project information in the document relative to the request. Such documents will be reviewed and analyzed upon receipt for completeness and project eligibility with a commitment to facilitate these funds to projects in an expeditious manner and not infringe on the local decision-making processes that determined the specific projects proposed for funding, with the approved changes included in the quarterly updates to the Program Allocation Report. Notification will be provided to each submitting agency within 30 to 60 days of submission of an Updated Allocation Package regardless of whether the next quarterly Program Allocation Plan has been published. 8 Project Delivery and Reporting
To the extent that recipients specify existing TIRCP projects that already have competitive TIRCP funding awards, CalSTA and Caltrans will work with each project sponsor to update project program supplements to reflect the use of these supplemental resources on the project under its delegated authority from CalSTA.
The first year of funding for TIRCP and the first and second year of funding for ZETCP has already been distributed to all approved projects, with a number of disbursements pending approval. The second year of funding for TIRCP is already available for distribution once required materials are submitted and must be fully encumbered or expended and liquidated by CalSTA by June 30, 2029. Once received by the RTPA there is no deadline for the expenditure of funds. Agencies may spend SB 125 funds in any order relative to other state, federal and local funds.
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As previously noted, as a condition of ongoing disbursement of requested SB 125 funds, the RTPAs must submit to CalSTA an Annual Report documenting the activities and progress made toward implementation of the projects and operating expenditures, which includes total SB 125 expenditures to date and total amount remaining.
Recordkeeping and reporting requirements will apply through the life of the projects.
As previously noted, recipients must deposit funds into a dedicated bank account that will hold only SB 125 funds. If a separate account is not possible, the agency may show documents of a line item or subaccount dedicated to SB 125 funds. These funds must also be spent on eligible projects and will be accounted for when an agency submits its required Annual Report.
A reporting template will be distributed prior to the first annual report being due by February 28, 2025 and will cover the requirements outlined in Section 6A through 6C of these Guidelines. The first report should cover the period of project approval through December 31, 2024.
A final delivery report for completed capital projects may also be required, to provide notification of the completion of the project and confirmation of its placement into service. Additional guidance may be developed and articulated in future updates to these guidelines, per the legislative intent of SB 125, and may include the development and distribution of a final delivery report template in the future.
Consistent with CARB’s Funding Guidelines, local agencies are required to report on job co-benefits, in addition to all other reporting requirements, for funding associated with the ZETCP. Job co-benefits refer to California jobs supported, not created, by California Climate Investments. Jobs supported by California Climate Investments include direct, indirect, and induced employment.
At the time of the Allocation Package submission for the ZETCP, agencies are required to submit a job cobenefit modeling tool, which is based upon a co-benefit assessment methodology developed by CARB.
Once an awarded project has been implemented, funding recipients will also be required to report actual (not modeled) jobs data via the annual reporting process. Note that these requirements are only for the ZETCP and are not necessary for the SB 125 TIRCP funding. Projects accessing funding from the ZETCP may also be required to submit reporting information related to greenhouse gas reductions and priority population benefits in accordance with the CARB’s Funding Guidelines (see Attachment 1).
Implementing agencies should note that additional Project Outcome Reporting may be required for TIRCP or ZETCP capital projects. Caltrans may provide assistance through Cal-ITP on scheduling, real-time information and payments to streamline reporting requirements.
The State of California has the right to review project documents and conduct audits during project implementation and over the life of the project. Caltrans or another State agency may audit a sample of SB125 projects to evaluate the performance of the project, or compliance with state and federal laws and regulations, contract provisions; and program guidelines, and whether project deliverables (outputs) and outcomes are consistent with the project scope, schedule, and benefits described in the Allocation Package.
A report on the projects audited must be submitted by the auditing agency to CalSTA.
In addition, agencies that receive ZETCP funding under this program shall submit a report to CalSTA, no later than February 28th, 2025, and annually by October 31st of subsequent years. The second report should cover the period of 1, 202 , through June 30, 2025. Subsequent annual reports should cover the period of July 1st through June 30th. Annual reports must include the following information:
a. How much funding is to be used for operating costs, if any. b. The number, type, date, and location of zero-emission buses, trains or other vehicles purchased, if any.
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c. The number, type, date, Open Charge Point Interface (OCPI) data, and location of electric charging stations or hydrogen fueling stations purchased and installed, if any. d. The nameplate capacity of installed equipment in kilowatts for electric charging stations and kilograms per day for hydrogen fueling stations, if any. e. The total costs and the source of funding for vehicles and equipment purchased using these funds.
Additional guidance related to the ZETCP annual report will be provided at least six months before its required submission.
9 Project Administration
Projects awarded funding from SB 125 are expected to document and publicize the TIRCP and ZETCP in proper context when developing press releases and board documents, or in hosting public events such as project groundbreakings. References should be made to TIRCP, ZETCP, the California State Transportation Agency as the program sponsor, and the state programs as fund sources, as applicable, in order to ensure transparency regarding the funding of the projects. Additional details may be provided.
Agencies must encumber and expend monies consistent with State law and ensure that GGRF monies are utilized consistent with the expenditure record submitted by CalSTA and required by SB 1018. A determination that use of GGRF monies is not consistent with the expenditure record and does not further the purposes of AB 32 may occur during legal proceedings or during an audit or program review conducted by the Bureau of State Audits, Department of Finance, a third-party auditor, or CARB.
Depending on the outcome of those proceedings or review, agencies may be required to return monies to the state if expenditures are not consistent with the statutory requirements (such as not furthering the purposes of AB 32).
If a short-term financial plan does not meet the content and completeness requirements outlined in section 6, or if specific projects described do not meet eligibility requirements, agencies will have an opportunity to remedy their plan and receive access to the funding after the requirements are met.
Audits and on-site monitoring can take place at any time at the discretion of CalSTA, without prior warning given to the agency. CalSTA has the right to audit the project records, including technical and financial data of the Project Applicant, the Implementing Agency, and any consultant or sub-consultants at any time after award, during the course of the project and for three years from the date of the final closeout of the project, therefore all project records shall be maintained and made available at the time of request.
The state may terminate the disbursement of funds if it learns of or otherwise discovers that there are allegations supported by reasonable evidence that a violation of any state or federal law or policy by the recipient which affects performance of this funding, or any other grant agreement or contract entered into with the State. If funding disbursement is terminated, or project approval revoked, the Agency may be required to fully or partially repay funds from the TIRCP or ZETCP. 407
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Attachment 1: CCI Funding Guidelines for Administering Agencies (applies to ZETCP Recipients Using GGRF Funds)
Investments to Benefit Disadvantaged Communities and Low-Income Communities and Households The California Air Resources Board (CARB) released the "Funding Guidelines for Agencies Administering California Climate Investments" (Funding Guidelines) on August 30, 2018.
The 2018 Funding Guidelines provide flexibility in implementing a diverse set of investments while maintaining transparency of outcomes and ensuring meaningful community benefits from these investments. These guidelines align with the Legislature’s priorities found in AB 398 and Fiscal Year (FY) 2017-18 appropriations. These guidelines reflect the increasingly important role of California Climate Investments in facilitating the reduction of greenhouse gases while also reducing air pollution, helping communities adapt to the impacts of climate change, and providing meaningful benefits to disadvantaged communities, low-income communities, and low-income households (also referred to as “priority populations”), among other statutory requirements.
CARB collaborates with agencies that administer California Climate Investments programs to develop individual targets for each program to drive investments that achieve direct and meaningful benefits to priority populations and help ensure that statutory requirements are met, which are described in AB 1550.
Additional information can be found at the following CARB websites:
https://ww2.arb.ca.gov/resources/documents/cci-funding-guidelines-administering-agencies 408
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Attachment 2: Quantification Methodology and Co-Benefit Assessment Methodology CCI Quantification and Reporting Materials
(applies to all agencies receiving SB125 funds)
Administering agencies using ZETCP GGRF funding for capital expenditures must use the Funding Guidelines with the resources provided by CARB to develop effective programs and demonstrate compliance with program requirements.
Resources include Quantification Methodologies (QMs) and Calculator Tools for estimating greenhouse gas (GHG) emission reductions and co-benefits; Benefit Criteria Tables (BCTs) for determining benefits to priority populations; and Reporting Templates for reporting outcomes.
CARB staff developed the TIRCP QM and associated Calculator Tool to provide guidance for estimating the GHG emission reductions and selected co-benefits for each proposed project type. The calculator tool automates methods described in the QM document, outlines documentation requirements, and provides a link to a step-by-step user guide with project examples. Projects will report the total project GHG emission reductions and co-benefit estimated using the TIRCP Calculator tool as well as the total project GHG emission reductions per dollar of GGRF funds.
The TIRCP Calculator Tool will be used for most ZETCP capital projects, and also for developing quantification estimates for new TIRCP capital projects using SB 125 funds.
Using many of the same inputs required to estimate GHG emission reductions, the TIRCP Calculator Tool will estimate the following co-benefits and key variables from TIRCP projects ROG emission reductions (lbs),
NOx emission reductions (lbs),
PM2.5 emission reductions (lbs),
Diesel PM emission reductions (lbs),
Passenger VMT reductions (miles),
Fossil fuel use reductions (gallons),
Fossil fuel energy use reductions (kWh),
Passenger travel cost savings ($), and
Energy and fuel cost savings ($).
While many ZETCP and TIRCP projects will use the TIRCP calculator tool, there are some project types that may not be covered by a single tool. CARB staff have developed the ZETCP QM by compiling the calculator tools from TIRCP, LCTOP, the Affordable Housing and Sustainable Communities (AHSC) program, the Low-Income Weatherization Program (LIWP), and the Low Carbon Fuel Production (LCFP) Program. The LIWP calculator can be used to calculate the benefits from solar panel and microgrid installations. The LCFP calculator can be used to calculate the benefits from alternative fuel generation in either a new facility or an expanded, existing facility.
All CARB co-benefit assessment methodologies are available at:
https://ww2.arb.ca.gov/resources/documents/cci-methodologies Reporting templates are developed specifically for each program within California Climate Investments. These templates are used by TIRCP staff to report on outcomes from all projects funded by TIRCP, and are expected to also be used to report on outcomes for ZETCP GGRF-funded projects. Additional quantification tools will be 409
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identified by CARB for ZETCP project types that are not covered by current quantification tools, generally utilizing select tools used by existing GGRF programs.
Additional information can be found at the following CARB website:
https://ww2.arb.ca.gov/resources/documents/cci-quantification-benefits-and-reporting-materials Co-benefit Assessment Methodology
California Climate Investments support the State's climate change goals and provide many additional benefits to individuals, households, businesses, and communities. These "co-benefits" include social, economic, and environmental benefits. CARB provides guidance on quantification methods and reporting to administering agencies. CARB contracted with the University of California, Berkeley (UC Berkeley) to help research and develop methods for evaluating project co-benefits. Guidance on using the co-benefit assessment methodologies is contained in CARB's Funding Guidelines.
The co-benefits were prioritized based on administering agency input and broad applicability to California Climate Investments programs. UC Berkeley first reviewed the scientific data to determine if methods could be developed and summarized the findings in literature reviews.
Next, UC Berkeley and CARB developed Co-benefit Assessment Methodologies where feasible.
CARB solicited public comment on draft versions in Spring 2018 prior to posting final Co-benefit Assessment Methodologies. CARB may review and update assessment methodologies periodically based on new or evolving project types; new legislation; available resources; new scientific developments or tools, or modifications in the analytical tools or approaches upon which the methodologies were based; or input from administering agencies or the public.
The California Air Resources Board is updating the Co-benefit assessment methodology. See the following website for the final methodology.
https://ww2.arb.ca.gov/resources/documents/cci-methodologies 410
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Attachment 3: Benefit Criteria Tables
(applies to ZETCP Recipients Using GGRF Funds)
CCI Benefit Criteria Tables
ZETCP will use the Sustainable Transportation Benefit Criteria Table developed by CARB to ensure that programs meet the minimum levels of investments to projects that benefit residents of disadvantaged communities, low-income communities, and low-income households, collectively referred to as “priority populations”.
All projects counting toward the statutory investment minimums must be located within an identified community and benefit individuals living within that community, or directly benefit residents of low-income households anywhere in the State. Administering agencies must determine if a project meets the criteria for providing direct, meaningful, and assured benefits to priority populations using the following evaluation approach:
Step 1: Identify the Priority Population(s). Be located within a census tract identified as a disadvantaged community or low-income community, or directly benefit residents of a low-income household.
Step 2: Address a Need. Meaningfully address an important community or household need for the disadvantaged community, low-income community, or low-income household.
Step 3: Provide a Benefit. Using the evaluation criteria, identify at least one direct, meaningful, and assured benefit that the project provides to priority populations. The benefit provided must directly address the identified need.
Only investments that meet these criteria will be counted toward achieving the statutory investment minimums identified for priority populations. Administering agencies can fund projects that otherwise provide meaningful benefits, but do not meet these criteria; however, those projects will not be counted toward investment minimum.
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Attachment 4: Eligible Recipients and Fund Estimates
412
A B E F G RTPA Year 1 TIRCP FY 23 24 (mix of GF and GGRF) Year 2 TIRCP FY 24 25 (mix of GF and GGRF Year 3 TIRCP FY 25 26 (mix of GF and GGRF Year 1 ZETCP FY 23 24 (100% PTA) Year 2 ZETCP FY24 25 (100% GGRF) Year 3 ZETCP FY26 27 (100% GGRF) Year 4 ZETCP FY2 2 (100% GGRF) Grand Total (B+C+D+(E*3)) Maximum Admin Share Metropolitan Transportation Commission $385,068,697 $193,020,094 193,020,094 $69,361,489 $80,318,030 $83,966,559 $167,933,118 $1,172,688,081 $5,000,000 Alpine County Transportation Commission $360,641 $180,397 $180,397 $3,123 $3,617 $3,781 $7,562 $739,518 $25,000 Amador County Transportation Commission $2,336,465 $1,170,803 $1,170,803 $101,094 $117,064 $122,381 $244,762 $5,263,372 $52,634 Butte County Association of Governments $10,488,545 $5,257,135 $5,257,135 $515,836 $597,320 $624,454 $1,248,908 $23,989,332 $239,893 Calaveras County Local Transportation Commission $2,576,611 $1,291,180 $1,291,180 $110,536 $127,996 $133,811 $267,622 $5,798,936 $57,989 Colusa County Local Transportation Commission $1,402,047 $702,415 $702,415 $55,216 $63,937 $66,842 $133,684 $3,126,556 $31,266 Del Norte County Local Transportation Commission $1,675,501 $839,487 $839,487 $69,395 $80,357 $84,007 $168,014 $3,756,248 $37,562 El Dorado County Local Transportation Commission $9,085,857 $4,554,021 $4,554,021 $450,323 $521,458 $545,145 $1,090,290 $20,801,114 $208,011 Tahoe Regional Planning Agency $5,753,283 $2,883,526 $2,883,526 $276,611 $320,305 $334,855 $669,710 $13,121,816 $131,218 Fresno County Council of Governments $51,406,113 $25,767,575 $25,767,575 $2,895,819 $3,353,250 $3,505,575 $7,011,150 $119,707,056 $1,197,071 Glenn County Local Transportation Commission $1,752,922 $878,296 $878,295 $77,684 $77,008 $86,778 $173,556 $3,924,539 $39,245 Humboldt County Association of Governments $7,130,906 $3,574,077 $3,574,077 $382,327 $442,720 $462,831 $925,662 $16,492,599 $164,926 Imperial County Transportation Commission $9,362,644 $4,692,763 $4,692,763 $476,155 $551,369 $576,416 $1,152,832 $21,504,942 $215,049 Inyo County Local Transportation Commission $1,259,080 $630,751 $630,751 $46,008 $53,276 $55,696 $111,392 $2,786,953 $27,870 Kern Council of Governments $46,278,687 $23,197,389 $23,197,389 $2,340,621 $2,710,353 $2,833,473 $5,666,946 $106,224,857 $1,062,249 Kings County Association of Governments $7,982,701 $4,001,049 $4,001,049 $383,313 $443,862 $464,025 $928,050 $18,204,049 $182,040 Lake County/City Council of Governments $3,706,510 $1,857,556 $1,857,556 $171,733 $198,860 $207,894 $415,788 $8,415,896 $84,159 Lassen County Local Transportation Commission $1,829,937 $916,900 $916,900 $76,509 $88,594 $92,619 $185,238 $4,106,697 $41,067 Los Angeles County Metropolitan Transportation Authority $498,650,905 $249,954,589 $249,954,589 $55,373,970 $64,121,003 $67,033,765 $134,067,530 $1,319,156,350 $5,000,000 413
Madera County Local Transportation Commission $8,254,231 $4,137,158 $4,137,158 $394,272 $456,553 $477,292 $954,584 $18,811,247 $188,112 Mariposa County Local Transportation Commission $1,161,396 $581,786 $581,786 $42,540 $49,259 $51,497 $102,994 $2,571,257 $25,713 Mendocino Council of Governments $4,848,229 $2,429,857 $2,429,857 $234,154 $271,142 $283,459 $566,918 $11,063,615 $110,636 Merced County Association of Governments $14,669,424 $7,352,852 $7,352,852 $722,403 $836,516 $874,515 $1,749,030 $33,557,592 $335,576 Modoc County Local Transportation Commission $739,160 $370,135 $370,135 $22,862 $26,474 $27,676 $55,352 $1,611,793 $25,000 Mono County Local Transportation Commission $976,126 $488,917 $488,917 $79,533 $92,096 $96,279 $192,558 $2,414,426 $25,000 Transportation Agency for Monterey County $22,218,449 $11,136,895 $11,136,895 $1,378,936 $1,596,756 $1,669,291 $3,338,582 $52,475,804 $524,758 Nevada County Local Transportation Commission $5,416,406 $2,714,662 $2,714,662 $256,982 $297,576 $311,093 $622,186 $12,333,567 $123,336 Orange County Transportation Authority $160,108,526 $80,256,011 $80,256,011 $10,414,353 $12,059,435 $12,607,247 $25,214,494 $380,916,077 $3,809,161 Placer County Transportation Planning Agency $16,356,936 $8,198,739 $8,198,739 $880,463 $1,019,543 $1,065,857 $2,131,714 $37,851,991 $378,520 Plumas County Local Transportation Commission $1,257,263 $629,840 $629,840 $53,042 $61,421 $64,211 $128,422 $2,824,039 $28,240 Riverside County Transportation Commission $123,382,700 $61,846,734 $61,846,734 $6,871,430 $7,956,860 $8,318,309 $16,636,618 $286,859,385 $2,868,594 Sacramento Area Council of Governments $100,321,824 $50,287,184 $50,287,184 $6,444,512 $7,462,506 $7,801,498 $15,602,996 $238,207,703 $2,382,077 Council of San Benito County Governments $3,609,072 $1,808,714 $1,808,714 $161,264 $186,738 $195,221 $390,442 $8,160,164 $81,602 San Bernardino County Transportation Authority $110,856,746 $55,567,944 $55,567,944 $6,425,010 $7,439,924 $7,777,890 $15,555,780 $259,191,238 $2,591,912 San Diego Association of Governments $48,212,817 $24,166,896 $24,166,896 $2,864,296 $3,316,748 $3,467,415 $6,934,830 $113,129,897 $1,131,299 San Diego Metropolitan Transit System $118,515,843 $59,407,162 $59,407,162 $8,000,723 $9,264,540 $9,685,392 $19,370,784 $283,651,605 $2,836,516 San Joaquin Council of Governments $39,935,609 $20,017,842 $20,017,842 $2,331,741 $2,700,069 $2,822,723 $5,645,446 $93,471,272 $934,713 San Luis Obispo Area Council of Governments $14,486,636 $7,261,228 $7,261,228 $727,328 $842,219 $880,477 $1,760,954 $33,220,069 $332,201 Santa Barbara County Association of Governments $22,796,994 $11,426,898 $11,426,898 $1,351,460 $1,564,940 $1,636,030 $3,272,060 $53,475,280 $534,753 Santa Cruz County Transportation Commission $13,771,188 $6,902,601 $6,902,601 $1,227,995 $1,421,973 $1,486,567 $2,973,134 $34,686,058 $346,861 414
Shasta Regional Transportation Agency $9,423,391 $4,723,214 $4,723,214 $460,303 $533,013 $557,226 $1,114,452 $21,534,812 $215,348 Sierra County Local Transportation Commission $463,183 $231,798 $231,798 $8,125 $9,408 $9,836 $19,672 $973,819 $25,000 Siskiyou County Local Transportation Commission $2,515,009 $1,260,301 $1,260,301 $110,781 $128,280 $134,108 $268,216 $5,676,995 $56,770 Stanislaus Council of Governments $28,068,044 $14,069,078 $14,069,078 $1,407,739 $1,630,110 $1,704,159 $3,408,318 $64,356,525 $643,565 Tehama County Transportation Commission $3,587,498 $1,797,899 $1,797,899 $160,949 $186,374 $194,840 $389,680 $8,115,139 $81,151 Trinity County Transportation Commission $1,109,748 $555,895 $555,896 $40,115 $46,452 $48,562 $97,124 $2,453,792 $25,000 Tulare County Association of Governments $24,305,505 $12,183,058 $12,183,058 $1,273,449 $1,474,607 $1,541,592 $3,083,184 $56,044,452 $560,445 Tuolumne County Transportation Council $3,094,210 $1,550,633 $1,550,633 $137,430 $159,139 $166,368 $332,736 $6,991,148 $69,911 Ventura County Transportation Commission $42,429,785 $21,268,079 $21,268,079 $2,348,047 $2,718,951 $2,842,463 $5,684,926 $98,560,329 $985,603 415
Funding Agreement, FY 2025
CSLT SB125 Sub-Recipient
4915-4475-5042 v2
Exhibit B
SB125 Cycle 2 Final Guidelines
(to be inserted)
416
BUDGET ACT OF 2024
SB 125 FORMULA-BASED
TRANSIT AND INTERCITY RAIL
CAPITAL PROGRAM &
ZERO EMISSION TRANSIT
CAPITAL PROGRAM
FINAL GUIDELINES
January 10, 2025
417
January 10, 2025
SB125 FINAL GUIDELINES – FORMULAIC FUNDING
Contents
1 Authority andPurpose ..................................................................................................................................... 3 2 Objectives ........................................................................................................................................................ 4 3 Eligible Recipients and Funding Distribution.................................................................................................... 5 4 Schedule .......................................................................................................................................................... 6 5 Eligible Projects................................................................................................................................................ 6 6 Requirements for Funding Allocations............................................................................................................. 9 7 Approval and Programming........................................................................................................................... 12 8 Project Delivery and Reporting ...................................................................................................................... 12 9 Project Administration ................................................................................................................................... 14 Attachment 1: CCI Funding Guidelines for Administering Agencies...................................................................... 15 Investmentsto Benefit Disadvantaged Communities and Low-Income Communities and Households........... 15 Attachment 2: Quantification Methodology and Co-Benefit Assessment Methodology...................................... 16 CCI Quantification and Reporting Materials...................................................................................................... 16 Attachment 3: Benefit Criteria Tables................................................................................................................... 18 CCI Benefit Criteria Tables................................................................................................................................. 18 Attachment 4: Eligible Recipients and Fund Estimates......................................................................................... 19 418
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1 Authority andPurpose
The Transit and Intercity Rail Capital Program (TIRCP) was created by Senate Bill (SB) 862 (Chapter 36, Statutes of 2014) and modified by SB 9 (Chapter 710, Statutes of 2015), to provide grants from the Greenhouse Gas Reduction Fund (GGRF) to fund transformative capital improvements that will modernize California’s intercity, commuter, and urban rail systems, and bus and ferry transit systems, to significantly reduce emissions of greenhouse gases, vehicle miles traveled, and congestion. The legislation of these bills is codified in Sections 75220 through 75225 of the Public Resources Code (PRC). Assembly Bill (AB) 398 (Chapter 135, Statutes of 2017) extended the Cap-and-Trade Program that supports the TIRCP from 2020 through 2030. SB 1 (Chapter 5, Statutes of 2017) continues to provide a historic funding increase for transportation with funds directed to the TIRCP from the Public Transportation Account (PTA).
AB 102 (Chapter 38, Statutes of 2023) and SB 125 (Chapter 54, Statutes of 2023) amended the Budget Act of 2023 to appropriate $4,000,000,000 of General Fund to the TIRCP over the next two fiscal years as well as $910,000,000 of GGRF funding and $190,000,000 of PTA funding over the next four fiscal years to establish the Zero-Emission Transit Capital Program (ZETCP).
Further, AB 173 (Chapter 53, Statutes of 2024), SB 108 (Chapter 35, Statutes of 2024), and SB 109 (Chapter 36, Statutes of 2024) amended the Budget of Act of 2024 to make adjustments to the timing of the availability of funds for both the TIRCP and the ZETCP. For the TIRCP, $2,000,000,000 of General Fund and GGRF funding was made available for the 2023–24 fiscal year, $1,000,000,000 of General Fund and GGRF funding is made available for the 2024–25 fiscal year, and $1,000,000,000 of General Fund and GGRF funding is made available for the 2025–26 fiscal year. For the ZETCP, $190,000,000 of PTA funding was made available for the 2023-24 fiscal year, $220,000,000 of GGRF funding is made available for the 2024- 25 fiscal year, $0 is made available for the 2025-26 fiscal year, $230,000,000 of GGRF funding is made available for the 2026-27 fiscal year, and $460,000,000 of GGRF funding is made available for the 2027-28 fiscal year. These guidelines are specifically developed to facilitate the award of these funds to projects in an expeditious manner.
These guidelines include elements of the policy, standards, criteria, and procedures for the development, adoption, evaluation and administration of the TIRCP last updated for Cycle 6 (which delivered its last tranche of funding for project awards in July 2023) but are unique to this particular cycle of TIRCP funding. In allowing the funds covered by these guidelines to be available for operating costs, the guidelines are also required to be aligned with the legislative intent described in subdivision (d) of Section 75226 of, and subdivision (f) of Section 75260, of the Public Resources Code. They will be further informed by input received through workshops, public comments and written responses to be received by December 30, 2024.
SB 125 provided additional direction with regards to the funding appropriated in the Budget Act of 2023 and amended in the Budget Act of 2024. It created specific categories for funding as follows:
A) $3,995,000,000 over three fiscal years shall be distributed pursuant to a population-based formula to regional transportation planning agencies (RTPA) as defined in Section 7 of these guidelines. The bill authorizes RTPAs to use the moneys for high-priority transit capital projects consistent with the uses allowed in Cycle 6 of the TIRCP, which includes existing projects seeking to maintain or obtain federal or local funding commitments, project development for major projects that are seeking to enter or have already entered project development with federal partners, or for new TIRCP projects. As in Cycle 6, all capital projects must both increase ridership and reduce greenhouse gas emissions, in common with traditional TIRCP project requirements. The funding may also be used to fund transit operating expenses that prevent service cuts and increase ridership for operators within the RTPAs jurisdiction, subject to compliance with requirements and further detail described in Section 6 of these guidelines.
$1,100,000,000 over five fiscal years shall be for the establishment of the Zero-Emission Transit Capital Program (ZETCP) and requires funds under the program to be allocated to RTPAs 419
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pursuant to a population-based formula and another formula based on transit operator revenues within the jurisdiction of these RTPAs, as specified (the formula described is consistent with the current State Transit Assistance formula). The bill authorizes RTPAs to use the moneys for zeroemission transit equipment, including, but not limited to, zero-emission vehicles and refueling infrastructure and, subject to compliance with requirements described in Section 6 of these guidelines, to use those moneys to fund transit operating expenditures that prevent service reduction or elimination in order to maintain or increase ridership. 2 Objectives
The TIRCP was created to fund transformative capital improvements that modernize California’s intercity rail, bus (including feeder buses to intercity rail services, as well as vanpool and micro transit services that are eligible to report as public transit to the Federal Transit Administration), ferry, and rail transit systems (collectively referred to as transit services or systems inclusive of all aforementioned modes unless otherwise specified) to achieve all of the following policy objectives, as codified in Section 75220(a) of the PRC:
1. Reduce emissions of greenhouse gases
2. Expand and improve transitservice to increase ridership
3. Integrate the rail service ofthe state’s various rail operations, including integration with the high-speed railsystem
4. Improve transitsafety
Additionally, Section 75221(c) of the PRC codifies a programmatic goal to provide at least 25 percent of available funding to projects that provide a direct, meaningful, and assured benefit to disadvantaged communities, consistent with the objectives of SB 535. AB 1550 provides further requirements related to ensuring investments meet the needs of priority populations, a term used to cover disadvantaged communities, low-income communities and low-income households.
Investments made by TIRCP are expected to collectively meet or exceed the requirements in AB 1550. Each RTPA will need to provide information related to its projects sufficient to determine the nature of priority population benefits; however, there is no minimum requirement that each project or RTPA needs to meet for the projects submitted.
Taken as a whole, the increases in transit system ridership, as well as the reduction in vehicle miles traveled, congestion and greenhouse gas emissions, will help deliver a healthier and safer transportation system. Investments are expected to position the state to lead in the deployment of cutting edge and zero emission technologies, test innovative strategies and new approaches to reducing transportation-related fatalities, provide important new capacity in corridors that support growth in jobs and housing, and to expand multimodal transportation access and options for all Californians across all regions of the state.
Further, as outlined in SB 125, which amended the Budget Act of 2023, and affirmed in the Budget Act of 2024, it is the intent of the Legislature to:
(1) provide one-time multiyear bridge funding for transit operators to address operational costs until long-term transit sustainability solutions are identified (2) assist transit operators in preventing service cuts and increasing ridership (3) prioritize the availability of transit for riders who are transit dependent (4) prioritize transit agencies representing a significant percentage of the region’s ridership To that end, SB 125 specifies that the moneys appropriated in the Budget Act of 2023 may be used for high-priority transit capital projects within the project eligibility categories allowed under TIRCP in Cycle 6, and also for transit operating expenses for operators within the RTPAs jurisdiction.
Further detail on the definition of transit operator is included in Section 3. 420
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3 Eligible Recipients and Funding Distribution
The first year of funding for TIRCP and the first and second year of funding for ZETCP has already been distributed to all approved projects, with a number of disbursements pending approval. The second year of funding for TIRCP is already available for distribution once required materials are submitted and must be fully encumbered or expended and liquidated by CalSTA by June 30, 2030. Once received by the RTPA there is no deadline for the expenditure of funds.
TIRCP funding will be allocated in both FY24-25 and FY25-26 to RTPAs according to a population-based formula after each recipient first receives $300,000 of base funding split evenly across both years.
The remaining ZETCP funding will be allocated to RTPAs pursuant to a population-based formula and another formula based on transit operator revenues within the jurisdiction of these RTPAs. This formula matches the approach used to calculate State Transit Assistance distribution.
Eligible recipients of funding are the RTPAs, as defined in Section 13987(j) of the Government Code. The current eligible recipients based on that definition and initial fund estimates by expected recipient can be found in attachment 4 of these guidelines.
Funding distributions will be only made to the recipients found in attachment 4, utilizing fund transfer instructions confirmed with CalSTA by the RTPA prior to transfer, which may in turn make funding available to public agencies in their jurisdiction. RTPAs have the discretion to suballocate or distribute funds within their region based on local needs, existing procedures, policies or priorities, as long as required SB 125 program requirements and goals are met, including addressing how operating needs are expected to be met with SB 125 and/or other resources. SB125 funds may be applied to expenses for approved projects, including those incurred prior to receipt of funding, subject to RTPA policies that allow such reimbursement.
For TIRCP and ZETCP capital projects, the RTPAs may distribute funding to public agencies eligible to receive TIRCP capital funding, including joint powers agencies, that operate or have planning responsibility for existing or planned regularly scheduled intercity or commuter passenger rail service (and associated feeder bus service to intercity rail services), urban rail transit service, or bus or ferry transit service (including commuter bus, vanpool, and micro transit services). Public agencies include local municipalities that operate transit service, construction authorities, transportation authorities, and other similar public entities created by statute. Please note that within such capital projects, with the exception of projects that are in the federal pipeline for major projects project development, the projects funded must result in construction being completed, as is required under traditional TIRCP funding.
For any spending on transit operations to prevent service reduction or elimination in order to maintain or increase ridership, or to otherwise increase ridership, the RTPAs may distribute funding to transit operators in their jurisdiction that are eligible to receive State Transit Assistance (STA) funding through Section 99314 at the time of distribution by the RTPA. Please note that preventing service reduction and elimination includes the broad variety of expenses required to provide service, including those related to ensuring safety and state of good repair of the vehicles and infrastructure.
RTPAs may also be the sponsor of capital and operating projects and may partner on projects with the agencies eligible to receive funding (such as doing a planning effort tied to making the underlying project more beneficial in a regional context upon implementation).
RTPAs must deposit funds into one or more dedicated bank accounts or custody accounts. Permitted investments include bank demand deposits consistent with California government code, government money market funds, U.S. Treasuries, U.S. Agency securities, California Local Agency Investment Fund (LAIF), and AAA public agency pools, to the extent permitted by RTPA policy and state statute. If a separate account is not possible, the agency may show documents of a line item or subaccount dedicated 421
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to SB 125 funds. Funds will be disbursed separately from each fund source supporting SB 125 (General Fund and GGRF for TIRCP; PTA and GGRF for ZETCP) and identified as such when disbursed. RTPAs are responsible for tracking the receipt and utilization of these funds separately, and recording interest earned (or other investment income earned) on each fund source separately. The interest or investment earnings must also be spent on approved eligible projects within each program and will be accounted for when an agency submits its required Annual Report, as described in Section 9. When the recipient agency submits its Annual Report, they are required to submit a copy of their most recent bank statement. The additional spending made possible by interest or investment earnings shall be approved through submitting an Updated Program Allocation Request to CalSTA, which will approve such spending based on review of project eligibility.
RTPAs, transit operators and other public agencies expending SB 125 formula funding assume responsibility and accountability for the use and expenditure of allocated funds in accordance with these guidelines and applicable statutes. These agencies must also comply with all relevant federal and state laws, regulations, policies, and procedures.
4 Schedule
Comments on Draft 2024 Guidelines Due December 30, 2024 CalSTA Publishes Final 2024 SB 125 Guidelines January 10, 2025 Updated Program Allocation Summary and First Annual
Report Due
February 28, 2025
Requested Funding Will be Allocated No Later Than April 30, 2025 Next Annual Report Due October 31, 2025
*Comments and requests for meetings can be submitted to:
[email protected]
5 Eligible Projects
TIRCP Funding ($3.995 billion)
In order to be eligible for TIRCP capital project funding under this program, a capital project must demonstrate that it will achieve a reduction in greenhouse gas emissions using the relevant sections of the ZETCP Quantification Methodology. It must also demonstrate an increase in ridership.
As codified in Section 75221(a) of the PRC, projects eligible for funding under the program include, but are not limited to, the following:
1. Rail capital projects, including intercity rail, commuter rail, light rail, and other fixed guideway projects. Additionally, the acquisition of rail cars and locomotives, and the facilities to support them, that expand, enhance, and/or improve existing rail systems and connectivity to existing and future transit systems, including the high-speed rail system.
2. Intercity, commuter, and urban rail projects that increase service levels, improve reliability, or decrease travel times, infrastructure access payments to host railroads in lieu of capital investments, 422
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efforts to improve existing rail service effectiveness with a focus on improved operating agreements, schedules, and minor capital investments that are expected to generate increased ridership, as well as larger scale projects designed to achieve significantly larger benefits.
3. Rail, bus, and ferry integration implementation, including:
a. integrated ticketing and scheduling systems and related software/hardware capital investments (including, but not limited to, integration with bus or ferry operators and the use of contactless payment and General Transit Feed Specification (GTFS) implementation through Cal-ITP)
b. projects enabling or enhancing shared-use corridors(bothmulti-operator passenger only corridors as well as passenger-freight corridors)
c. related planning effortsfocused on, but not limited to, delivery of integrated service not requiring major capital investment, such as transit route and schedule integration (or coordination)
d. other multimodal and service integration initiatives, including active transportation and other access investments which increase transit and rail ridership and reduce greenhouse gas emissions
4. Bus rapid transit and other bus and ferry transit investments(including autonomous fixed guideway, vanpool, and microtransit services operated as public transit and first-/last-mile solutions), and to increase ridership and reduce greenhouse gas emissions. This includes large scale deployment of zero emission vehicles and the technologies to support them, and capital investments as a component implementing transit effectiveness studies that will contribute to restructured and enhanced service.
Grade separations and grade crossing improvements on passenger rail corridors or related to transit projects are eligible, as they are under the discretionary TIRCP. In addition to providing safety benefits, these projects often provide certain roadway based (and sometimes rail related) greenhouse gas emission reductions and a small increase in ridership (tied to reductions in train delays and cancellations tied to incidents at the crossing, and sometimes speed increases that occur after crossings are improved or eliminated). In some cases, ridership increases from such projects are more significant if they are necessary to increase train frequency.
Projects related to mitigating the impacts on freight rail services that are caused by growth in passenger rail may also be eligible for TIRCP funding even if they are not directly on the passenger rail corridor.
Projects that link housing with key destinations and that improve accessibility to economic opportunities are also eligible for TIRCP funding.
Demonstration projects that are smaller-scale efforts with great potential to be expanded are eligible for funding. Projects may include new approaches to attracting increased ridership such as smart phone mobile ticketing, contactless payment, or other software and hardware solutions to reduce ticketing transaction costs, or a test of a concept related to integrated ticketing, as well as intercity rail/transit effectiveness or operational planning as a component of the capital investments in improved, expanded and/or restructured service designed to cost-effectively increase ridership. Research, development, and testing of emerging technologies are eligible components. Clean fleet, facility and network improvement projects may also request funding for Zero Emission Mobility Programs, in lieu of Zero Emission Vehicle purchase, in compliance with Innovative Clean Transit Regulation Section 2023.5.
Many TIRCP applicants have met the requirements for reducing greenhouse gas emissions and increasing ridership through combining related capital investments that may individually address only one or the other benefit. Many TIRCP applicants have also augmented their chosen capital projects with key network integration planning studies that consider how to enhance the benefits of their projects (in connecting to other transit and rail systems), or planning efforts that consider a later phase of capital investment and the benefits it will bring to the current proposed project when constructed at a later date.
Agencies may apply to TIRCP Cycle 8 or later for projects that use SB 125 resources for new projects, either to complete project funding or to expand project scope; SB 125 funding will be counted as matching funds 423
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in future TIRCP discretionary grant applications.
Additionally, RTPAs may suballocate funds to agencies in their jurisdiction so agencies may use this funding to support projects that have previously received a TIRCP award and require an additional infusion of resources to deliver the original scope. RTPAs may also allocate funding to any project awarded funds in Cycle 6 that pledged to use future TIRCP formula funds as match, in accordance with the direction provided in the Cycle 6 guidelines. RTPAs may assume that any funding from these SB 125 resources will help obtain or maintain funds from federal, state and local sources already committed to the projects, and document this benefit for their own projects, and require such documentation of benefits from project sponsors for other projects, in their Allocation Package submissions. Agencies shall state which project is seeking additional funds, identifying the Cycle 1 through 7 project, and whether the funding is needed for the full project scope or for a subcomponent.
RTPAs may suballocate funds to agencies in their jurisdiction so agencies may also use this funding for project development activities, similar to the “Major Projects Project Development Reserve” that was established in the Cycle 6 guidelines, including use of additional funding for projects that received funding for such projects in the Cycle 6 awards. While projects and programs of projects do not need to be ready for construction, agencies should identify how their project or program of projects will be eligible to apply for TIRCP construction funding in the future and what specific federal, state and other funding programs they are planning to utilize for construction funding. As in Cycle 6, such projects must either be pursuing Capital Investment Grant funding through the Federal Transit Administration (FTA) or be part of the pursuit of Federal Railroad Administration funding through the Corridor Identification Program. Projects not pursuing federal funds for construction from FTA or planning to pursue FRA capital funding for construction through one of the Bipartisan Infrastructure Law programs are not eligible. Agencies may apply to TIRCP Cycle 8 or later for projects that use SB 125 resources for project development; SB 125 funding will be counted as matching funds in future TIRCP discretionary grant applications.
RTPAsthat are themselves the capital project sponsor may also utilize funds for their own projects. RTPAs are also authorized to use TIRCP moneys, subject to compliance with requirements described in Section 6 of these guidelines, to fund transit operating expenses within its jurisdiction that prevent service cuts and increase ridership, including those related to increasing service up to, or above, pre-pandemic service levels, ensuring safety and state of good repair of the vehicles and infrastructure necessary to operate service, as well as those that pay for free and reduced fare programs. Planning expenses related to implementation of ridership recovery and retention strategies are also eligible as operating projects, whether at the RTPA or STA-eligible transit operator level. RTPAs that are themselves the operator of transit services may also utilize funds for their own operations. Service planning necessary to experiment with, demonstrate or implement significant service modifications may be funded as an operating expenditure at either the RTPA or transit operator level.
ZETCP Funding ($1.1 billion)
Pursuant to SB 125, zero-emission transit equipment, transit facility and network improvement projects such as those that support replacing aging vehicle fleets with Zero-Emission Vehicles (ZEVs), and associated fueling or charging infrastructure or facility modifications, and projects that expand or modernize zero-emission transit networks, are eligible projects for the ZeroEmission Transit Capital Program (ZETCP). ZEVs include heavy- and light-rail vehicles, buses, and other ZEVs used for transit service. Clean fleet, facility and network improvement projects may also request funding for Zero Emission Mobility Programs, in lieu of Zero Emission Vehicle purchase, in compliance with Innovative Clean Transit Regulation Section 2023.5.
GGRF funds used on these projects (100% of years 2-5) will require submission of information described in the ZETCP Quantification Methodology, as expending GGRF funds requires benefits reporting. They also require compliance with the CARB Funding Guidelines applicable to all GGRF funding, including annual benefits reporting and identification of benefits to priority populations.
ZETCP funding may also be used for transit operations expenditures that prevent service reduction or elimination or that increase service up to, or above, pre-pandemic service levels in order to maintain or 424
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increase transit ridership, in accordance with the provisions described in Section 6 of these guidelines, including those related to ensuring safety and state of good repair of the vehicles and infrastructure necessary to operate service, as well as those that pay for free and reduced fare programs. Planning efforts necessary to implement one or more of the Innovative Clean Transit Plan efforts within the region, and planning expenses related to implementation of ridership recovery and retention strategies, may be programmed as an operating expense out of the PTA portion of funds disbursed to each RTPA, but must be requested in an Allocation Package submission covering the FY23-24 funding year.
A maximum of 1% of total multi-year SB 125 funding, or $5 million, whichever is lower, may be programmed by the RTPA for RTPA administration of SB 125 funding across both the TIRCP and ZETCP, and for planning expenses related to preparing and implementing the initial short-term financial plan, updates to the short-term financial plan, and the long-term financial plan, including planning expenses related to implementation of ridership recovery and retention strategies. If less than $25,000 would be available under this formula, a maximum of $25,000 shall be available to such RTPAs for RTPA administration and planning expenses. As the RTPAs are tasked with developing the regional long-term financial plan for their jurisdictions, there is no requirement to program and suballocate funds to transit operators for this purpose, although they may do so at their discretion. The RTPAs can procure professional services or use their own staff to gather the reports, data and relevant information needed to develop the regional longterm financial plan required by SB 125. This request must be made in the Allocation Package submissions covering FY 23-24 funding from the ZETCP, which was originally due on December 31, 2023, as an operating project associated with the RTPA, as most funding will be drawn from the Public Transportation Account resources only available in that year. If included in the submission originally due on December 31, 2023, funds may be applied to expenses incurred at any point in the RTPAs FY23-24 fiscal year, including those incurred prior to receipt of funding, subject to RTPA policies that allow such reimbursement. Very small RTPAs may be directed by CalSTA to program the balance of funding from 1st year General Fund resources available under TIRCP if there are insufficient PTA funds available to meet their requested administrative funding amount. Small RTPAs are encouraged to combine planning efforts if feasible.
Should RTPAs be part of project-specific project management, resources required for those efforts are to be separately identified as part of the funding requested for each project, as appropriate. 6 Requirements for Funding Allocations
Each RTPA that has not yet submitted an Initial Allocation Package (or that submitted an Initial Allocation Package that excluded the Short Term Financial Plan) please refer to the requirements for funding allocations outlined in the Final SB125 Guidelines dated September 29, 2023. As allocation packages for the first year of funding may be submitted on a rolling basis, agencies that have not yet submitted an Initial Allocation Package, or those that excluded Short Term Financial Plans, may submit this information at any time (subject to the relevant time limitations on funding encumbrance included in the Budget bills for each fiscal year of funding).
In addition, each RTPA that has submitted an initial allocation package but only requested a partial amount of funding, please refer to the requirements for funding allocations starting on page 11 in the Final SB125 Guidelines dated September 29, 2023.
For RTPAs seeking their second year of TIRCP funding for previously approved projects, please submit the following information by February 28, 2025.
A. An updated fund request form with updated fund totals by project and by fiscal year and source of funding. Previously submitted allocation Packages are expected to be updated for future years should there be any change in funding availability or projects selected for funding distribution.
They also are expected to be updated to reflect any changes in the specific fund sources and years of funding assigned to specific projects. Before additional funding is disbursed, agencies must submit an updated fund request form that identifies the projects and fund source by fiscal year. 425
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The updated fund request form should also identify any interest earned on SB125 funding and the how this earned interest amount is proposed to be spent. If an RTPA is proposing to spend earned interest on a previously approved project, this amount can be added and identified in the updated fund request form. If an RTPA is proposing to spend earned interest on a new project, agencies must submit the required information for new projects following the guidance in the Final SB125 Guidelines dated September 29, 2023. Agencies may submit for review and approval proposals to spend (or other investment income earned)on a rolling basis. Allocation packages and their updates will be treated in accordance with Public Records Act requirements and certain information, subject to those requirements, may be publicly disclosed.
B. A completed annual report template (available on the CalSTA program page for the SB125 Transit Program). At a minimum, agencies should report on the following:
a. Proof that funds received have been deposited into a dedicated bank account or subaccount and is tracked by the three fund sources (TIRCP; ZETCP GGRF and ZETCP PTA). b. Amount of interest earned (or other investment income earned) on each fund source separately.
c. Progress made toward implementation of the projects and operating expenditures and should include expenditures to date and total amount remaining per project. d. Estimated greenhouse gas benefits and jobs co-benefits as modeled in the CARB modeling tools.
e. How much funding is to be used for operating costs, if any. f. The number, type, date, and location of zero-emission buses, trains or other vehicles purchased, if any.
g. The nameplate capacity of installed equipment in kilowatts for electric charging stations and kilograms per day for hydrogen fueling stations, if any. h. The total costs and the source of funding for vehicles and equipment purchased using these funds.
C. Transit Operations Funding
If an agency is using funding for transit operations for one or more of the STA- eligible transit operators in its jurisdiction, it shall resubmit the following information for each operator covered by its request.
1. Name of Transit Operator
2. 2023-24 Ridership for the Operator and Operator’s Percent of Region’s Total Ridership a. Amount of service being paid for by the additional SB125 funding expressed in both revenue service hours and by nature of service retention, restoration or increase invested in (e.g. preventing a reduction in frequency on one or more routes (or systemwide), frequency increases on particular routes or launch of new routes made possible by the funds). Costs involved in maintaining current operations may include those necessary for ensuring safety and state of good repair of the vehicles and infrastructure necessary to operate service and shall be identified with respect to the current service level they are protecting. In some regions, a different STA-eligible operator may be better able to implement increased or restored service levels than the original operator. This flexibility is allowed and should be noted.
b. Identification of operating expenses invested in increased safety and security measures.
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c. Identification of operating expenses that are intended to increase ridership, including those that fund actions to improve coordination of routes and schedules.
d. Identification of benefits to transit dependent riders of activities funded by the request.
Each RTPA that has not yet submitted an Initial Allocation Package may submit a request for the first two years of funding concurrently. Approval will be dependent on meeting all of the requirements for Initial Allocation Packages outlined in the Final SB125 Guidelines dated September 29, 2023 as well as the requirements outlined in Section 6A through 6C of these Guidelines.
Technical assistance in addressing the required contents of the Initial Allocation Package and any future updates may be requested by emailing the SB 125 e-mail address at [email protected].
Assistance may be provided by CalSTA, Caltrans or CARB, depending on the nature of the specific question.
Agencies are reminded that they may submit updates to allocation packages on a rolling basis that CalSTA anticipates reviewing on a 30- to 60-day timeline for approval of additional allocations of funding, up to the limit available for the RTPA at the relevant point in the program.
RTPAs are also required to make publicly available (i.e., posted online) a summary of monthly ridership data, consistent with the data submitted to the FTA’s NTD, from all its transit operators and should cover the time period starting on July 1, 2022, through at least June 30, 2029. The monthly reports should include ridership data for each mode of public transportation service that the agency operates. This information will provide the public with monthly trends in ridership and service supplied throughout the year, and also allow for a comparison of ridership recovery compared to this same time last year.
Caltrans will provide all RTPAs with a summary report each month that meets the requirements of this statutory provision, drawn from the data reported to the National Transit Database. The data will be drawn from the NTD at: Complete Monthly Ridership (with adjustments and estimates) | FTA (dot.gov).
RTPAs are required to post a link to this report and data in a manner easily accessed by the public, so that ridership trends within their region can be easily reviewed, in order to receive approval for their allocation packages. For RTPAs with transit operators who do not report monthly data to the NTD, Caltrans will include the most recent annual ridership numbers provided to the NTD. RTPAs may publish additional ridership data for agencies that do not report monthly to the NTD at their discretion, in order to allow public understanding of the changes in ridership experienced over the SB 125 funding time period.
Unrelated to the Allocation Package submissions, agencies are required to submit and receive approval of a one-time, long-term financial plan by June 30, 2026, that addresses the approach to sustain the region’s transit operations absent additional discretionary or nonformula state funding to maintain eligibility for future TIRCP funding in the 2026-27 fiscal year and beyond. This plan will be analyzed and reviewed for completeness.
Each long-term financial plan shall include, but is not limited to:
I. Demonstration of the implementation of ridership retention and recovery strategies, including, but not limited to, policies that prioritize safety and cleanliness and streamlined coordination between transit operators, such as schedule coordination, reduced boarding times, operational management, and site sharing, to improve rider experience.
II. A five-year forecast of operating funding requirements with detail on all sources of funding proposed for operations, including any new local and regional funding sources being pursued and 427
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the progress and improvements implemented since the last submitted regional short-term financial plan.
Technical assistance as it relates to the development of long-term financial plans may be offered from CalSTA and/or Caltrans. RTPAs are expected to utilize existing plans and documents that address the requirements of the long-term financial plan where possible, including the use of supplemental materials or addenda that address the long-term plan requirements and reference back to their existing plans as applicable. CalSTA analysis and review for completeness will only extend to content required by the provision of SB 125. Additional guidance will be developed and articulated in future updates to these guidelines, per the legislative intent of SB 125.
7 Approval and Programming
Once an agency’s updated information is received, along with verification that monthly ridership data as required by statute is available on each regional agency’s website, CalSTA will review and analyze the submitted documents for completeness and for project eligibility (if any new projects are being proposed) with a commitment to facilitate these funds to projects in an expeditious manner and not infringe on the local decision-making processes that determined the specific projects proposed for funding. If all projects are eligible and the documentation is complete, CalSTA will notify the RTPA that its package is approved, publish the information on its SB125 Transit Formula Program subject area page, and authorize disbursement of applied-for funds to the RTPA. If a submission is incomplete, RTPAs will be promptly notified and allowed to address areas of incompleteness. If any projects are found to be ineligible, RTPAs will be provided an opportunity to choose between ether remedying the ineligible project (or replacing it with another) prior to having the entire package approved, or advancing all projects that are eligible and addressing the ineligible project in a future Updated Allocation Package. CalSTA will maintain a Program Allocation Report that will incorporate all approved projects (both capital and operating) that will be updated in any quarter during which additional approvals of Initial Allocation Packages or Updated Allocation Packages have been made.
Agencies are not required to fully apply for all available funding at the time of Initial Allocation Package submission. Unrequested monies, or the request to program interest earned on deposited funds that have not yet been disbursed to implementing agencies, may be requested in a future Updated Allocation Package. If an agency chooses to request previously unrequested funding or reprioritize funding between projects (including the addition or deletion of a project from their approved project list), an Updated Allocation Package shall be submitted for approval, including a Summary of Changes section immediately after the cover letter authorizing submission, and any updates to the project information in the document relative to the request. Such documents will be reviewed and analyzed upon receipt for completeness and project eligibility with a commitment to facilitate these funds to projects in an expeditious manner and not infringe on the local decision-making processes that determined the specific projects proposed for funding, with the approved changes included in the quarterly updates to the Program Allocation Report. Notification will be provided to each submitting agency within 30 to 60 days of submission of an Updated Allocation Package regardless of whether the next quarterly Program Allocation Plan has been published. 8 ProjectDelivery and Reporting
To the extent that recipients specify existing TIRCP projects that already have competitive TIRCP funding awards, CalSTA and Caltrans will work with each project sponsor to update project program supplements to reflect the use of these supplemental resources on the project under its delegated authority from CalSTA.
The first year of funding for TIRCP and the first and second year of funding for ZETCP has already been distributed to all approved projects, with a number of disbursements pending approval. The second year of funding for TIRCP is already available for distribution once required materials are submitted and must be fully encumbered or expended and liquidated by CalSTA by June 30, 2029. Once received by the RTPA there is no deadline for the expenditure of funds. Agencies may spend SB 125 funds in any order relative to other state, federal and local funds.
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As previously noted, as a condition of ongoing disbursement of requested SB 125 funds, the RTPAs must submit to CalSTA an Annual Report documenting the activities and progress made toward implementation of the projects and operating expenditures, which includes total SB 125 expenditures to date and total amount remaining.
Recordkeeping and reporting requirements will apply through the life of the projects.
As previously noted, recipients must deposit funds into a dedicated bank account that will hold only SB 125 funds. If a separate account is not possible, the agency may show documents of a line item or subaccount dedicated to SB 125 funds. These funds must also be spent on eligible projects and will be accounted for when an agency submits its required Annual Report.
A reporting template will be distributed prior to the first annual report being due by February 28, 2025 and will cover the requirements outlined in Section 6A through 6C of these Guidelines. The first report should cover the period of project approval through December 31, 2024.
A final delivery report for completed capital projects may also be required, to provide notification of the completion of the project and confirmation of its placement into service. Additional guidance may be developed and articulated in future updates to these guidelines, per the legislative intent of SB 125, and may include the development and distribution of a final delivery report template in the future.
Consistent with CARB’s Funding Guidelines, local agencies are required to report on job co-benefits, in addition to all other reporting requirements, for funding associated with the ZETCP. Job co-benefits refer to California jobs supported, not created, by California Climate Investments. Jobs supported by California Climate Investments include direct, indirect, and induced employment.
At the time of the Allocation Package submission for the ZETCP, agencies are required to submit a job cobenefit modeling tool, which is based upon a co-benefit assessment methodology developed by CARB.
Once an awarded project has been implemented, funding recipients will also be required to report actual (not modeled) jobs data via the annual reporting process. Note that these requirements are only for the ZETCP and are not necessary for the SB 125 TIRCP funding. Projects accessing funding from the ZETCP may also be required to submit reporting information related to greenhouse gas reductions and priority population benefits in accordance with the CARB’s Funding Guidelines (see Attachment 1).
Implementing agencies should note that additional Project Outcome Reporting may be required for TIRCP or ZETCP capital projects. Caltrans may provide assistance through Cal-ITP on scheduling, real-time information and payments to streamline reporting requirements.
The State of California has the right to review project documents and conduct audits during project implementation and over the life of the project. Caltrans or another State agency may audit a sample of SB125 projects to evaluate the performance of the project, or compliance with state and federal laws and regulations, contract provisions; and program guidelines, and whether project deliverables (outputs) and outcomes are consistent with the project scope, schedule, and benefits described in the Allocation Package.
A report on the projects audited must be submitted by the auditing agency to CalSTA.
In addition, agencies that receive ZETCP funding under this program shall submit a report to CalSTA, no later than February 28th, 2025, and annually by October 31 st of subsequent years. The second report
should cover the period of January 1, 2025, through June 30, 2025. Subsequent annual reports should cover the period of July 1st through June 30
th
. Annual reports must include the following
information:
a. How much funding is to be used for operating costs, if any. b. The number, type, date, and location of zero-emission buses, trains or other vehicles purchased, if any.
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c. The number, type, date, Open Charge Point Interface (OCPI) data, and location of electric charging stations or hydrogen fueling stations purchased and installed, if any. d. The nameplate capacity of installed equipment in kilowatts for electric charging stations and kilograms per day for hydrogen fueling stations, if any. e. The total costs and the source of funding for vehicles and equipment purchased using these funds.
Additional guidance related to the ZETCP annual report will be provided at least six months before its required submission.
9 Project Administration
Projects awarded funding from SB 125 are expected to document and publicize the TIRCP and ZETCP in proper context when developing press releases and board documents, or in hosting public events such as project groundbreakings. References should be made to TIRCP, ZETCP, the California State Transportation Agency as the program sponsor, and the state programs as fund sources, as applicable, in order to ensure transparency regarding the funding of the projects. Additional details may be provided.
Agencies must encumber and expend monies consistent with State law and ensure that GGRF monies are utilized consistent with the expenditure record submitted by CalSTA and required by SB 1018. A determination that use of GGRF monies is not consistent with the expenditure record and does not further the purposes of AB 32 may occur during legal proceedings or during an audit or program review conducted by the Bureau of State Audits, Department of Finance, a third-party auditor, or CARB.
Depending on the outcome of those proceedings or review, agencies may be required to return monies to the state if expenditures are not consistent with the statutory requirements (such as not furthering the purposes of AB 32).
If a short-term financial plan does not meet the content and completeness requirements outlined in section 6, or if specific projects described do not meet eligibility requirements, agencies will have an opportunity to remedy their plan and receive access to the funding after the requirements are met.
Audits and on-site monitoring can take place at any time at the discretion of CalSTA, without prior warning given to the agency. CalSTA has the right to audit the project records, including technical and financial data of the Project Applicant, the Implementing Agency, and any consultant or sub-consultants at any time after award, during the course of the project and for three years from the date of the final closeout of the project, therefore all project records shall be maintained and made available at the time of request.
The state may terminate the disbursement of funds if it learns of or otherwise discovers that there are allegations supported by reasonable evidence that a violation of any state or federal law or policy by the recipient which affects performance of this funding, or any other grant agreement or contract entered into with the State. If funding disbursement is terminated, or project approval revoked, the Agency may be required to fully or partially repay funds from the TIRCP or ZETCP. 430
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Attachment 1: CCI Funding Guidelines for Administering Agencies (applies to ZETCP Recipients Using GGRF Funds)
Investmentsto Benefit Disadvantaged Communities and Low-Income Communities and Households The California Air Resources Board (CARB) released the "Funding Guidelines for Agencies Administering California Climate Investments" (Funding Guidelines) on August 30, 2018.
The 2018 Funding Guidelines provide flexibility in implementing a diverse set of investments while maintaining transparency of outcomes and ensuring meaningful community benefits from these investments. These guidelines align with the Legislature’s priorities found in AB 398 and Fiscal Year (FY) 2017-18 appropriations. These guidelines reflect the increasingly important role of California Climate Investments in facilitating the reduction of greenhouse gases while also reducing air pollution, helping communities adapt to the impacts of climate change, and providing meaningful benefits to disadvantaged communities, low-income communities, and low-income households (also referred to as “priority populations”), among other statutory requirements.
CARB collaborates with agencies that administer California Climate Investments programs to develop individual targets for each program to drive investments that achieve direct and meaningful benefits to priority populations and help ensure that statutory requirements are met, which are described in AB 1550.
Additional information can be found at the following CARB websites:
https://ww2.arb.ca.gov/resources/documents/cci-funding-guidelines-administering-agencies 431
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Attachment 2: Quantification Methodology and Co-Benefit Assessment Methodology CCI Quantification and Reporting Materials
(applies to all agencies receiving SB125 funds)
Administering agencies using ZETCP GGRF funding for capital expenditures must use the Funding Guidelines with the resources provided by CARB to develop effective programs and demonstrate compliance with program requirements.
Resources include Quantification Methodologies (QMs) and Calculator Tools for estimating greenhouse gas (GHG) emission reductions and co-benefits; Benefit Criteria Tables (BCTs) for determining benefits to priority populations; and Reporting Templates for reporting outcomes.
CARB staff developed the TIRCP QM and associated Calculator Tool to provide guidance for estimating the GHG emission reductions and selected co-benefits for each proposed project type. The calculator tool automates methods described in the QM document, outlines documentation requirements, and provides a link to a step-by-step user guide with project examples. Projects will report the total project GHG emission reductions and co-benefit estimated using the TIRCP Calculator tool as well as the total project GHG emission reductions per dollar of GGRF funds.
The TIRCP Calculator Tool will be used for most ZETCP capital projects, and also for developing quantification estimates for new TIRCP capital projects using SB 125 funds.
Using many of the same inputs required to estimate GHG emission reductions, the TIRCP Calculator Tool will estimate the following co-benefits and key variables from TIRCP projects • ROG emission reductions (lbs),
• NOx emission reductions (lbs),
• PM2.5 emission reductions (lbs),
• Diesel PM emission reductions (lbs),
• Passenger VMT reductions (miles),
• Fossil fuel use reductions (gallons),
• Fossil fuel energy use reductions (kWh),
• Passenger travel cost savings ($), and
• Energy and fuel cost savings ($).
While many ZETCP and TIRCP projects will use the TIRCP calculator tool, there are some project types that may not be covered by a single tool. CARB staff have developed the ZETCP QM by compiling the calculator tools from TIRCP, LCTOP, the Affordable Housing and Sustainable Communities (AHSC) program, the Low-Income Weatherization Program (LIWP), and the Low Carbon Fuel Production (LCFP) Program. The LIWP calculator can be used to calculate the benefits from solar panel and microgrid installations. The LCFP calculator can be used to calculate the benefits from alternative fuel generation in either a new facility or an expanded, existing facility.
All CARB co-benefit assessment methodologies are available at:
https://ww2.arb.ca.gov/resources/documents/cci-methodologies Reporting templates are developed specifically for each program within California Climate Investments. These templates are used by TIRCP staff to report on outcomes from all projects funded by TIRCP, and are expected to also be used to report on outcomes for ZETCP GGRF-funded projects. Additional quantification tools will be 432
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identified by CARB for ZETCP project types that are not covered by current quantification tools, generally utilizing select tools used by existing GGRF programs.
Additional information can be found at the following CARB website:
https://ww2.arb.ca.gov/resources/documents/cci-quantification-benefits-and-reporting-materials Co-benefit Assessment Methodology
California Climate Investments support the State's climate change goals and provide many additional benefits to individuals, households, businesses, and communities. These "co-benefits" include social, economic, and environmental benefits. CARB provides guidance on quantification methods and reporting to administering agencies. CARB contracted with the University of California, Berkeley (UC Berkeley) to help research and develop methods for evaluating project co-benefits. Guidance on using the co-benefit assessment methodologies is contained in CARB's Funding Guidelines.
The co-benefits were prioritized based on administering agency input and broad applicability to California Climate Investments programs. UC Berkeley first reviewed the scientific data to determine if methods could be developed and summarized the findings in literature reviews.
Next, UC Berkeley and CARB developed Co-benefit Assessment Methodologies where feasible.
CARB solicited public comment on draft versions in Spring 2018 prior to posting final Co-benefit Assessment Methodologies. CARB may review and update assessment methodologies periodically based on new or evolving project types; new legislation; available resources; new scientific developments or tools, or modifications in the analytical tools or approaches upon which the methodologies were based; or input from administering agencies or the public.
The California Air Resources Board is updating the Co-benefit assessment methodology. See the following website for the final methodology.
https://ww2.arb.ca.gov/resources/documents/cci-methodologies 433
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Attachment 3: Benefit Criteria Tables
(applies to ZETCP Recipients Using GGRF Funds)
CCI Benefit Criteria Tables
ZETCP will use the Sustainable Transportation Benefit Criteria Table developed by CARB to ensure that programs meet the minimum levels of investments to projects that benefit residents of disadvantaged communities, low-income communities, and low-income households, collectively referred to as “priority populations”.
All projects counting toward the statutory investment minimums must be located within an identified community and benefit individuals living within that community, or directly benefit residents of low-income households anywhere in the State. Administering agencies must determine if a project meets the criteria for providing direct, meaningful, and assured benefits to priority populations using the following evaluation approach:
Step 1: Identify the Priority Population(s). Be located within a census tract identified as a disadvantaged community or low-income community, or directly benefit residents of a low-income household.
Step 2: Address a Need. Meaningfully address an important community or household need for the disadvantaged community, low-income community, or low-income household.
Step 3: Provide a Benefit. Using the evaluation criteria, identify at least one direct, meaningful, and assured benefit that the project provides to priority populations. The benefit provided must directly address the identified need.
Only investments that meet these criteria will be counted toward achieving the statutory investment minimums identified for priority populations. Administering agencies can fund projects that otherwise provide meaningful benefits, but do not meet these criteria; however, those projects will not be counted toward investment minimum.
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Attachment 4: Eligible Recipients and Fund Estimates
435
A B E F G
RTPA Year 1 TIRCP
FY 23‐24 (mix of GF and
GGRF)
Year 2 TIRCPFY 24‐25 (mix of GFand GGRF
Year 3 TIRCPFY 25‐26 (mix of GF
and GGRF
Year 1 ZETCPFY 23‐24
(100% PTA)
Year 2 ZETCPFY24‐25(100% GGRF)
Year 3 ZETCPFY26‐27(100% GGRF)
Year 4 ZETCPFY27‐28(100% GGRF)
Grand Total (B+C+D+(E*3)) Maximum Admin Share
MetropolitanTransportationCommission
$385,068,697 $193,020,094 193,020,094 $69,361,489 $80,318,030 $83,966,559 $167,933,118 $1,172,688,081 $5,000,000 Alpine County
Transportation Commission
$360,641 $180,397 $180,397 $3,123 $3,617 $3,781 $7,562 $739,518 $25,000 Amador CountyTransportationCommission
$2,336,465 $1,170,803 $1,170,803 $101,094 $117,064 $122,381 $244,762 $5,263,372 $52,634 Butte County Association ofGovernments
$10,488,545 $5,257,135 $5,257,135 $515,836 $597,320 $624,454 $1,248,908 $23,989,332 $239,893 Calaveras County LocalTransportationCommission
$2,576,611 $1,291,180 $1,291,180 $110,536 $127,996 $133,811 $267,622 $5,798,936 $57,989 Colusa County Local
Transportation Commission
$1,402,047 $702,415 $702,415 $55,216 $63,937 $66,842 $133,684 $3,126,556 $31,266 Del Norte County LocalTransportationCommission
$1,675,501 $839,487 $839,487 $69,395 $80,357 $84,007 $168,014 $3,756,248 $37,562 El Dorado County LocalTransportationCommission
$9,085,857 $4,554,021 $4,554,021 $450,323 $521,458 $545,145 $1,090,290 $20,801,114 $208,011 Tahoe Regional Planning
Agency
$5,753,283 $2,883,526 $2,883,526 $276,611 $320,305 $334,855 $669,710 $13,121,816 $131,218 Fresno County Council of
Governments
$51,406,113 $25,767,575 $25,767,575 $2,895,819 $3,353,250 $3,505,575 $7,011,150 $119,707,056 $1,197,071 Glenn County LocalTransportationCommission
$1,752,922 $878,296 $878,295 $77,684 $77,008 $86,778 $173,556 $3,924,539 $39,245 Humboldt CountyAssociation of Governments
$7,130,906 $3,574,077 $3,574,077 $382,327 $442,720 $462,831 $925,662 $16,492,599 $164,926 Imperial CountyTransportationCommission
$9,362,644 $4,692,763 $4,692,763 $476,155 $551,369 $576,416 $1,152,832 $21,504,942 $215,049 Inyo County LocalTransportationCommission
$1,259,080 $630,751 $630,751 $46,008 $53,276 $55,696 $111,392 $2,786,953 $27,870 Kern Council ofGovernments
$46,278,687 $23,197,389 $23,197,389 $2,340,621 $2,710,353 $2,833,473 $5,666,946 $106,224,857 $1,062,249 Kings County Association of
Governments
$7,982,701 $4,001,049 $4,001,049 $383,313 $443,862 $464,025 $928,050 $18,204,049 $182,040 Lake County/City Council ofGovernments
$3,706,510 $1,857,556 $1,857,556 $171,733 $198,860 $207,894 $415,788 $8,415,896 $84,159 Lassen County LocalTransportationCommission
$1,829,937 $916,900 $916,900 $76,509 $88,594 $92,619 $185,238 $4,106,697 $41,067 Los Angeles County
MetropolitanTransportationAuthority
$498,650,905 $249,954,589 $249,954,589 $55,373,970 $64,121,003 $67,033,765 $134,067,530 $1,319,156,350 $5,000,000 436
Madera County Local
TransportationCommission
$8,254,231 $4,137,158 $4,137,158 $394,272 $456,553 $477,292 $954,584 $18,811,247 $188,112 Mariposa County LocalTransportationCommission
$1,161,396 $581,786 $581,786 $42,540 $49,259 $51,497 $102,994 $2,571,257 $25,713 Mendocino Councilof Governments
$4,848,229 $2,429,857 $2,429,857 $234,154 $271,142 $283,459 $566,918 $11,063,615 $110,636 Merced County AssociationofGovernments
$14,669,424 $7,352,852 $7,352,852 $722,403 $836,516 $874,515 $1,749,030 $33,557,592 $335,576 Modoc County LocalTransportationCommission
$739,160 $370,135 $370,135 $22,862 $26,474 $27,676 $55,352 $1,611,793 $25,000 Mono County LocalTransportationCommission
$976,126 $488,917 $488,917 $79,533 $92,096 $96,279 $192,558 $2,414,426 $25,000 Transportation Agency forMonterey County
$22,218,449 $11,136,895 $11,136,895 $1,378,936 $1,596,756 $1,669,291 $3,338,582 $52,475,804 $524,758 Nevada County LocalTransportationCommission
$5,416,406 $2,714,662 $2,714,662 $256,982 $297,576 $311,093 $622,186 $12,333,567 $123,336 Orange CountyTransportationAuthority
$160,108,526 $80,256,011 $80,256,011 $10,414,353 $12,059,435 $12,607,247 $25,214,494 $380,916,077 $3,809,161 Placer CountyTransportationPlanning Agency
$16,356,936 $8,198,739 $8,198,739 $880,463 $1,019,543 $1,065,857 $2,131,714 $37,851,991 $378,520 Plumas County Local
TransportationCommission
$1,257,263 $629,840 $629,840 $53,042 $61,421 $64,211 $128,422 $2,824,039 $28,240 Riverside CountyTransportationCommission
$123,382,700 $61,846,734 $61,846,734 $6,871,430 $7,956,860 $8,318,309 $16,636,618 $286,859,385 $2,868,594 Sacramento Area Council ofGovernments
$100,321,824 $50,287,184 $50,287,184 $6,444,512 $7,462,506 $7,801,498 $15,602,996 $238,207,703 $2,382,077 Council of San BenitoCounty Governments
$3,609,072 $1,808,714 $1,808,714 $161,264 $186,738 $195,221 $390,442 $8,160,164 $81,602 San Bernardino CountyTransportation Authority
$110,856,746 $55,567,944 $55,567,944 $6,425,010 $7,439,924 $7,777,890 $15,555,780 $259,191,238 $2,591,912 San Diego Association ofGovernments
$48,212,817 $24,166,896 $24,166,896 $2,864,296 $3,316,748 $3,467,415 $6,934,830 $113,129,897 $1,131,299 San Diego MetropolitanTransit System
$118,515,843 $59,407,162 $59,407,162 $8,000,723 $9,264,540 $9,685,392 $19,370,784 $283,651,605 $2,836,516 San Joaquin Council of
Governments
$39,935,609 $20,017,842 $20,017,842 $2,331,741 $2,700,069 $2,822,723 $5,645,446 $93,471,272 $934,713 San Luis Obispo AreaCouncil ofGovernments
$14,486,636 $7,261,228 $7,261,228 $727,328 $842,219 $880,477 $1,760,954 $33,220,069 $332,201 Santa Barbara CountyAssociation of Governments
$22,796,994 $11,426,898 $11,426,898 $1,351,460 $1,564,940 $1,636,030 $3,272,060 $53,475,280 $534,753 Santa Cruz CountyTransportationCommission
$13,771,188 $6,902,601 $6,902,601 $1,227,995 $1,421,973 $1,486,567 $2,973,134 $34,686,058 $346,861 437
Shasta Regional
TransportationAgency
$9,423,391 $4,723,214 $4,723,214 $460,303 $533,013 $557,226 $1,114,452 $21,534,812 $215,348 Sierra County LocalTransportationCommission
$463,183 $231,798 $231,798 $8,125 $9,408 $9,836 $19,672 $973,819 $25,000 Siskiyou County LocalTransportationCommission
$2,515,009 $1,260,301 $1,260,301 $110,781 $128,280 $134,108 $268,216 $5,676,995 $56,770 Stanislaus Council of
Governments
$28,068,044 $14,069,078 $14,069,078 $1,407,739 $1,630,110 $1,704,159 $3,408,318 $64,356,525 $643,565 Tehama CountyTransportationCommission
$3,587,498 $1,797,899 $1,797,899 $160,949 $186,374 $194,840 $389,680 $8,115,139 $81,151 Trinity CountyTransportationCommission
$1,109,748 $555,895 $555,896 $40,115 $46,452 $48,562 $97,124 $2,453,792 $25,000 Tulare County Association
ofGovernments
$24,305,505 $12,183,058 $12,183,058 $1,273,449 $1,474,607 $1,541,592 $3,083,184 $56,044,452 $560,445 Tuolumne CountyTransportationCouncil
$3,094,210 $1,550,633 $1,550,633 $137,430 $159,139 $166,368 $332,736 $6,991,148 $69,911 Ventura CountyTransportationCommission
$42,429,785 $21,268,079 $21,268,079 $2,348,047 $2,718,951 $2,842,463 $5,684,926 $98,560,329 $985,603 438
Funding Agreement, FY 2025
CSLT SB125 Sub-Recipient
4915-4475-5042 v2
Exhibit C
PROJECT DRAWINGS (ABRIDGED)
439
D
D
D DI
EP
EC
EG
W
CB
SHOP STREET 1700 D STREET CITY OF SOUTH LAKE TAHOE APN 032-312-001 EP
1 C2.5
5 C2.4
6 C2.4
7 C2.4 REMOVE PORTION OF WOOD CANOPY STRUCTURE TO TIE IN WITH PROPOSED CANOPY. APPROX 6" OF WOOD CANOPY STRUCTURE TO BE REMOVED EP
5 C2.4 SAWCUT (TYP.) SAWCUT (TYP.) RELOCATE EX METAL ROLLER GATE/FENCE AND ASSOCIATED FENCE POST & BOLLARDS TO LOCATION ON SITE PLAN SAWCUT (TYP.) EX WOOD CANOPY, GATE AND POSTS TO REMAIN (PROTECT IN PLACE) REMOVE EX WOOD FENCE (64 LF) REMOVE EX 10" CMP (25 LF) REMOVE EX LANDSCAPE AREA (508 SF) REMOVE EX AC PAVEMENT
(1,714 SF) SAWCUT AT HIGHPOINT OF EXISTING AC EX SDMH TO REMAIN RAISE RIM PER SITE PLAN. EX RIM 6292.26 REMOVE EX AC CURB (26 LF) EX. SDDI TO REMAIN DAMAGED DROP INLET GRATE TO BE REPLACED PER SITE PLAN CONSTRUCTION PROTECTIVE FENCING. CONTRACTOR MAY MOVE FENCING AS NEEDED TO ALLOW ACCESS. DI PROTECTION (TYP. ALL INLETS IMPACTED BY PROJECT AREA CONSTRUCTION) REMOVE EX EV CHARGING STATION AND BOLLARDS PER ELECTRICAL PLANS FIBER ROLLS EX SAND-OIL SEPARATOR W/ DUAL SEWER LIDS TO REMAIN (PROTECT IN PLACE) APPROXIMATE LOCATION OF ELECTRICAL TRENCH (REFER TO ELECTRICAL PLANS) PROTECT PER DETAIL. RELOCATE EX GATE ELECTRIC PANEL AND AND ASSOCIATED CONDUIT PER ELECTRICAL PLANS GRIND & REMOVE EX TREE STUMPS CONSTRUCTION STAGING AREA SAWCUT (TYP.) FIBER ROLLS REMOVE 52 LF EX TRENCH DRAIN & ASSOCIATED 42 SF CONC EXISTING EP (TYP.) REMOVE EX AC PAVEMENT (1,428 SF) WATER VALVE TO REMAIN. ADJUST LID TO FINISHED GRADE AS NECESSARY COM. BOX TO REMAIN. ADJUST LID TO FINISHED GRADE AS NECESSARY ELECTRICAL EQUIPMENT TO REMAIN, PROTECT IN PLACE RELOCATE EX BOLLARDS TO LOCATION ON SITE PLAN DRAWN BY: DESIGNED BY: CHECKED BY: JOB NO.:
0 IF NOT ONE INCH ON THIS SHEET, ADJUST SCALES ACCORDINGLY BAR IS 1 INCH ON ORIGINAL DRAWING WWW.LUMOSINC.COM [email protected] © LUMOS & ASSOCIATES, INC.: THIS DRAWING IS THE PROPERTY OF LUMOS & ASSOCIATES, INC.. USE OR REPRODUCTION OF THIS DRAWING, IN WHOLE OR IN PART, WITHOUT THE WRITTEN PERMISSION OF LUMOS & ASSOCIATES, INC. IS STRICTLY PROHIBITED. THIS DRAWING IS NOT TO BE USED FOR ANY PROJECT OTHER THAN THE PROJECT FOR WHICH IT WAS PREPARED.
REV DATE DESCRIPTION BY 1" 312 DORLA COURT, SUITE 202 ZEPHYR COVE, NV 89448 TEL: 775.588.6490
CITY OF SOUTH LAKE TAHOE
EV CHARGING STATIONS
MOTOR POOL LOT - 1700 D STREET
SOUTH LAKE TAHOE EL DORADO CA
PERMIT SET
FOR BIDDING
JUNE 2025 AMAM JS/JA 11508.000 C2.0
DEMOLITION & TEMPORARY BMP PLAN
0SCALE: 1" = 5' 10' 5' 06/06/25
JUNE 2025
440
D
D
D
EC
EG
W
CB
SHOP STREET 1700 D STREET CITY OF SOUTH LAKE TAHOE APN 032-312-001
EV CHARGING
ONLY
EV CHARGING
ONLY
EV CHARGING
ONLY
EV CHARGING
ONLY
ELEC
ELEC
ELEC
ELEC
ELEC
ELEC
ELEC
ELEC
ELEC
ELEC
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
EP
X
SD
SD
SD
SD
SD
SD
SD
SD
SD
SD
SD
SD
SD
X
X
X
X
X
X
A-A
C2.2
B-B
C2.2 AC 6293.02 TC 6294.23 0" CURB AC 6294.30 MATCH EX AC 6294.06 MATCH EX AC 6293.00 MATCH EX AC 6292.30 MATCH EX AC 6292.19 MATCH EX AC 6293.64 MATCH EX AC 6293.28 MATCH EX AC 6293.44 MATCH EX AC 6293.18 MATCH EX SLOT DRAIN PIPE OUTLET GRATE RIM 6293.20 4" SD INV = 6291.55 AC 6291.94 MATCH EX TC 6293.25 AC 6292.75 TC 6292.69 TC 6292.40 AC 6291.90 MATCH EX SDMH RIM 6292.75 4" SD INV = 6291.26 CONNECT W/ CONCRETE PIPE TO MH CONNECTION GRATE RIM 6293.27 REMOVE TOP 24" OF DROP INLET, REPLACE WITH JENSEN HEAVY DUTY TRAFFIC RATED FRAME & GRATE OR APPROVED EQUAL. SEAL FRAME TO EXISTING CONCRETE WITH RAM-NEK JOINT SEALENT OR APPROVED EQUAL. GRATE ELEVATION 6292.05 MATCH EX 6292
6292
6294
6294
6293
6294 PROPOSED TRENCH DRAIN (20 LF) RELOCATE ROLLER GATE TO THIS LOCATION. PROPOSED WOOD FENCE 18 LF) PROPOSED EV CHARGING STATION & BOLLARDS - SEE ELECTRICAL PLANS PROPOSED VARIABLE HEIGHT RETAINING CURB (0" - 12" MAX) (23 LF) RAISE SDMH RIM APPROX 6" & CONSTRUCT CONCRETE COLLAR RIM 6292.75 (PROPOSED) IE IN (S) 6291.26 (PROPOSED) IE OUT (N) 6291.26 (EXISTING) PROPOSED BARRIER CURB (42 LF) PROPOSED SOLAR PARKING CANOPY COLUMN (TYP. OF 3), SEE ELECTRICAL PLANS AND STRUCTURAL PLANS - SHEETS E1.0-E1.3 & S0.1-S1.1 ADDITIVE BID ITEM #3 4" PVC SDR 35 PIPE (57 LF) S = 0.5% CONSTRUCT AC PAVING (2,540 SF) CONSTRUCT AC PAVING (478 SF) 20' TYP
(3.1%)
(2.9%)
(3.4%)
(7.4%)
(2.5%)
(1.5%)
(3.2%)
(3.2%)
(2.1%)
(2.5%)
(2.9%)
(4.3%)
(3.9%)
(3.7%)
(0.9%)
(1.7%)
3.7%
7.4%
0.5%
0.9%
1.2%
1.2%
3.3%
3.3%
3.2% 4.3%
3.3%
1.8%
9.4%
5.3%
4.3%
6'
15'
32.6'
14.8'
5.2' TC 6292.93 6" CURB
4 C2.4
1 C2.3
4 C2.3
6 C2.3
5 C2.3
5 C2.3
7 C2.3 EVCS PARKING STALL STRIPING (TYP 4) 1 C2.4
4 C2.4 PROPOSED ELECTRICAL EQUIPMENT & BOLLARDS- SEE E1.0 - E1.2 PROPOSED 6" BARRIER CURB (37 LF) 4 C2.3 AC 6293.99 MATCH EX NO PARKING EXCEPT WHILE CHARGING SIGN (TYP. OF 4) 3 C2.4 4" DEEP GRAVEL INFILTRATION AREA (208 SF) 2 C2.4 AC 6292.66 MATCH EX PROPOSED TRENCH DRAIN (20 LF) SEE NOTE 1. 1 C2.3
2.1%
2.7% AC 6293.13 MATCH EX EX METAL ROLLER GATE/FENCE TO REMAIN APPROX. 35.3' WOODEN CANOPY STRUCTURE TO REMAIN TC 6294.02 12" CURB TC 6293.99 12" CURB TC 6293.98 12" CURB
1.7%
1.6%
1.6%
1.7% AC 6292.98 AC 6292.99 TC 6293.70 6" CURB TC/AC 6294.11 11" CURB FROM AC 5" CURB FROM TOP OF 6" BARRIER CURB AC 6293.20
3.2% RELOCATE ELECTRIC PANEL & ASSOCIATED CONDUIT PER ELECTRICAL PLANS TC 6293.67 6" CURB (9.0%)
4.4% AC 6294.42 MATCH EX
3 C2.3
3.3% GB 6292.89
2 C2.3 GRADEBREAK (TYP) GRADEBREAK (TYP) GB 6293.26
2'
2.67'
4.33'
2.67'
4.33' CONCRETE PAD
2 C2.4 PROPOSED WOOD FENCE (45 LF) 4 C2.3
9'
9'
9'
9' RELOCATE BOLLARD WITH GATE POST TO THIS LOCATION. RELOCATE BOLLARD WITH GATE POST TO THIS LOCATION. RELOCATE BOLLARD TO THIS LOCATION. RELOCATE BOLLARD TO THIS LOCATION. AC 6293.59 MATCH EX REVEGETATE PER TRPA BMP HANDBOOK (134 SF) REVEGETATE PER TRPA BMP HANDBOOK (32 SF) 3 C2.5 REVEGETATE PER TRPA BMP HANDBOOK (138 SF) PROPOSED SOLAR PARKING CANOPY, SEE ELECTRICAL PLANS AND STRUCTURAL PLANS - SHEETS E1.0-E1.3 & S0.1-S1.1 ADDITIVE BID ITEM #3 AC 6292.14 MATCH EX AC 6292.38 MATCH EX AC 6292.76 AC 6292.89
5.9%
1.3%
3.2%
7.9%
(3.6%)
1.9% AC 6293.17
3'
2.5'
2.5'
(9.6%) WATER VALVE TO REMAIN. ADJUST LID TO FINISH GRADE AS NECESSARY COM. BOX TO REMAIN. ADJUST LID TO FINISH GRADE AS NECESSARY
6.6%
2.6%
10.2%
15.0% RELOCATE BOLLARDS TO THIS LOCATION. ENSURE RELOCATED GATE PROPERLY CLOSES AND LOCKS TO RELOCATED BOLLARDS. PROPOSED WOOD FENCE ( 6 LF) 4 C2.3
6293
1.8% DRAWN BY: DESIGNED BY: CHECKED BY: JOB NO.:
0 IF NOT ONE INCH ON THIS SHEET, ADJUST SCALES ACCORDINGLY BAR IS 1 INCH ON ORIGINAL DRAWING WWW.LUMOSINC.COM [email protected] © LUMOS & ASSOCIATES, INC.: THIS DRAWING IS THE PROPERTY OF LUMOS & ASSOCIATES, INC.. USE OR REPRODUCTION OF THIS DRAWING, IN WHOLE OR IN PART, WITHOUT THE WRITTEN PERMISSION OF LUMOS & ASSOCIATES, INC. IS STRICTLY PROHIBITED. THIS DRAWING IS NOT TO BE USED FOR ANY PROJECT OTHER THAN THE PROJECT FOR WHICH IT WAS PREPARED.
REV DATE DESCRIPTION BY 1" 312 DORLA COURT, SUITE 202 ZEPHYR COVE, NV 89448 TEL: 775.588.6490
CITY OF SOUTH LAKE TAHOE
EV CHARGING STATIONS
MOTOR POOL LOT - 1700 D STREET
SOUTH LAKE TAHOE EL DORADO CA
PERMIT SET
FOR BIDDING
JUNE 2025 AMAM JS/JA 11508.000 C2.1
SITE & GRADING PLAN
0SCALE: 1" = 5' 10' 5' NOTE: 1. UPON CONSTRUCTION OF SLOT DRAIN, INSTALL DI PROTECTION PER DETAIL 1, SHEET C2.5 THROUGHOUT THE REMAINDER OF CONSTRUCTION. 2. CANOPY FOOTINGS, CANOPY AND SOLAR ITEMS ARE INCLUDED IN ADDITIVE BID ITEM #3. PROPOSED COVERAGE BUILDINGS 17,196.00 SF PAVEMENT 81,313.00 SF OTHER 0.00 SF TOTAL 98,509 SF (81.6%) 1. SITE IS MAN-MODIFIED CLASS 7 PER FILE #19880359 FROM HIGH DESERT MICROGRAPHICS, INC. AND CORRESPONDENCE WITH THERESA AVANCE (TRPA) AND JOHN HITCHCOCK (CSLT). 2. COVERAGE CALCULATIONS: COVERAGE ADDED - ±510 SF COVERAGE REMOVED - ±510 SF (SEE SHEET C2.0) NET COVERAGE CHANGE- 0 SF EXISTING COVERAGE BUILDINGS 17,196.00 SF PAVEMENT 81,313.00 SF OTHER 0.00 SF TOTAL 98,509 SF (81.6%) NOTE: 1. CUT/FILL QUANTITIES ARE BASED ON FINISH GRADE TO EXISTING GRADE. QUANTITIES ARE APPROXIMATE AND CONTRACTOR SHALL BE RESPONSIBLE FOR PERFORMING THEIR OWN QUANTITY TAKEOFFS. EARTHWORK QUANTITIES CUT (CY) FILL (CY) NET (CY) 17 11 6 (CUT) 06/06/25 JUNE 2025
441
SAWCUT
MATCH EX
SAWCUT
MATCH EX EG PROPOSED CONCRETE RETAINING CURB (12" MAX HEIGHT) 5.2' GRAVEL INFILTRATION AREA, SLOPE VARIES 20' PARKING STALL EX WOOD CANOPY STRUCTURE, ±0.5 LF TO PROPOSED BE REMOVED WOOD FENCE PROPOSED SOLAR PARKING CANOPY, SEE ELECTRICAL PLANS AND STRUCTURAL PLANS - SHEETS E1.0-E1.3 & S0.1-S1.1 6" BARRIER CURB 2 % MAX ALL DIRECTIONS SLOPE VARIES FG 30" OR 36" PER STRUCTURAL PLANS - SEE SHEETS S0.1-S1.1 6" PROPOSED BARRIER CURB 3' EV CHARGING STATION PAD 20' PARKING STALL SAWCUT
MATCH EX EG FG PROPOSED WOOD FENCE PROPOSED SOLAR PARKING CANOPY, SEE ELECTRICAL PLANS AND STRUCTURAL PLANS - SHEETS E1.0-E1.3 & S0.1-S1.1 2 % MAX ALL DIRECTIONS 2.5' GRAVEL INFILTRATION AREA, SLOPE VARIES SLOPE VARIES 30" OR 36" PER STRUCTURAL PLANS - SEE SHEETS S0.1-S1.1 DRAWN BY: DESIGNED BY: CHECKED BY: JOB NO.:
0 IF NOT ONE INCH ON THIS SHEET, ADJUST SCALES ACCORDINGLY BAR IS 1 INCH ON ORIGINAL DRAWING WWW.LUMOSINC.COM [email protected] © LUMOS & ASSOCIATES, INC.: THIS DRAWING IS THE PROPERTY OF LUMOS & ASSOCIATES, INC.. USE OR REPRODUCTION OF THIS DRAWING, IN WHOLE OR IN PART, WITHOUT THE WRITTEN PERMISSION OF LUMOS & ASSOCIATES, INC. IS STRICTLY PROHIBITED. THIS DRAWING IS NOT TO BE USED FOR ANY PROJECT OTHER THAN THE PROJECT FOR WHICH IT WAS PREPARED.
REV DATE DESCRIPTION BY 1" 312 DORLA COURT, SUITE 202 ZEPHYR COVE, NV 89448 TEL: 775.588.6490
CITY OF SOUTH LAKE TAHOE
EV CHARGING STATIONS
MOTOR POOL LOT - 1700 D STREET
SOUTH LAKE TAHOE EL DORADO CA
PERMIT SET
FOR BIDDING
JUNE 2025 AMAM JS/JA 11508.000 C2.2
GRADING SECTIONS A-A SECTION A-A C2.2 B-B TYPICAL SECTION B-B C2.2 06/06/25 JUNE 2025
442
DRAWN BY:
DESIGNED BY:
CHECKED BY: BY DESCRIPTION DATE REV
JOB NO.:0
IF NOT ONE INCH ON THIS SHEET,
ADJUST SCALES ACCORDINGLY
BAR IS 1 INCH ON
ORIGINAL DRAWING
© LUMOS & ASSOCIATES, INC.: THIS DRAWING IS
THE PROPERTY OF LUMOS & ASSOCIATES, INC..
USE OR REPRODUCTION OF THIS DRAWING, IN
WHOLE OR IN PART, WITHOUT THE WRITTEN
PERMISSION OF LUMOS & ASSOCIATES, INC. IS
STRICTLY PROHIBITED. THIS DRAWING IS NOT TO
BE USED FOR ANY PROJECT OTHER THAN THE
PROJECT FOR WHICH IT WAS PREPARED.
WWW.LUMOSINC.COM
950 SANDHILL ROAD, SUITE 100
RENO, NV 89521
TEL: 775.827.6111
[email protected] CITY OF SOUTH LAKE TAHOE EV CHARGING STATIONS MOTOR POOL LOT - 1700 D STREET FOUNDATION, ROOF PLAN AND SECTION SOUTH LAKE TAHOE EL DORADO CA PERMIT SET FOR BIDDING JUNE 2025 1 S1.0
K.L.Q.
M.K.
E.J.H.
11508.000 1 CARPORT FOUNDATION PLAN
S1.0 SCALE: 1/4"=1'-0"
SOLAR PANEL PER ELECTRICAL DWGS.
TOTAL OF 30 PANELS. SEE GENERAL
STRUCTURAL NOTES #3 AND #4 FOR
ADDITIONAL REQUIREMENTS 20'-9" 20'-9" 1'-6" 20'-9" 20'-9" 1'-6" 12'-0" 12'-0" COL. AND DRILLER PIER C.L.
BEAM & COL. C.L. PURLN & COL. C.L.
HSS 16x12x3/8
24'-0" 44'-6"
STEEL DECK -
REF. GENERAL NOTES AND
DECK CONNECTION SCHEDULE
SLOPE 3:12
COL. AND
DRILLER PIER C.L.
HSS9x9x5/8
2'-6" Ø DRILLED
PIER W/ 15'-0"
EMBEDMENT
HSS 8x2x3/16 FASCIA TYP.
EDGE OF PURLIN C.L.
ROOF DECK
8" 6"
PURLIN C.L. EDGE OF
ROOF DECK
5'-7" 5'-9" 5'-9" 5'-9" CONT. HSS 8x6x1/4 PURLIN 3
S1.0
TYP. 2
S1.1
TYP. 1
S1.1 4
S1.1
TYP.
INDICATES
PARKING STRIPE.
COORD. W/ CIVIL. 3
S1.0
TYP.
BEAM & COL. C.L.
BEAM & COL. C.L.
8'-10" 11'-2"
EDGE
PARKING
STRIPE
EDGE OF
PARKING
STRIPE
HSS9x9x5/8
3'-0" Ø DRILLED
PIER W/ 18'-0"
EMBEDMENT
HSS9x9x5/8
2'-6" Ø DRILLED
PIER W/ 15'-0"
EMBEDMENT
HSS 16x12x3/8
HSS 16x12x3/8 3
S1.1
HSS 8x2x3/8 FASCIA CONT. HSS 8x6x1/4 PURLIN CONT. HSS 8x6x1/4 PURLIN CONT. HSS 8x6x1/4 PURLIN CONT. HSS 8x6x1/4 PURLIN COL. AND
DRILLER PIER C.L.
COL. AND
DRILLER PIER C.L. 2 CARPORT ROOF PLAN
S1.0 SCALE: 1/4"=1'-0" 3 CARPORT SECTIONS1.0 SCALE: 1/4"=1'-0" 24'-0"
12'-0" 12'-0"
12 3
SOLAR PANELS
PER PLANS
ROOF DECK
PURLINS PER
PLANS
STEEL BEAMS
PER PLANS
STEEL COLUMN
PER PLANS
DRILLED PIER PER
PLANS
EDGE OF PURLIN C.L.
ROOF DECK
8"
6"
PURLIN C.L. EDGE OF
ROOF DECK
CLOSURE PL TYP. 2'-0"
F.G. REF.
EL. = 100'-0"
T.O. PIER
EL. = 102'-0"
T.O.S.
EL. = 114'-0"
PROPOSED
CHARGING STATION
3" 23'-6" 3"
EDGE OF
BEAM
EDGE OF
BEAM
METAL DECK CONNECTION SCHEDULE
DECK TYPE GAGE SHEET
ENDCONDITION
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PERPENDICULAR
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20 BOTH ENDS
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#10 SCREWS
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36/4 36/4 #10 SCREWS
(GASKETED)
AT 12" o.c.
THIS SHEET IS INCLUDED
IN BID ADDITIVE #3 REGIST ERED PROFESSIONA L ENGINE R S T R UC T UR A L No. S7306
Exp. 12-31-26 S T A T E O F C A L IFO R NIA MANISH KHANAL 06/04/2025
what
443
DRAWN BY:
DESIGNED BY:
CHECKED BY: BY DESCRIPTION DATE REV
JOB NO.:0
IF NOT ONE INCH ON THIS SHEET,
ADJUST SCALES ACCORDINGLY
BAR IS 1 INCH ON
ORIGINAL DRAWING
© LUMOS & ASSOCIATES, INC.: THIS DRAWING IS
THE PROPERTY OF LUMOS & ASSOCIATES, INC..
USE OR REPRODUCTION OF THIS DRAWING, IN
WHOLE OR IN PART, WITHOUT THE WRITTEN
PERMISSION OF LUMOS & ASSOCIATES, INC. IS
STRICTLY PROHIBITED. THIS DRAWING IS NOT TO
BE USED FOR ANY PROJECT OTHER THAN THE
PROJECT FOR WHICH IT WAS PREPARED.
WWW.LUMOSINC.COM
950 SANDHILL ROAD, SUITE 100
RENO, NV 89521
TEL: 775.827.6111
[email protected] CITY OF SOUTH LAKE TAHOE EV CHARGING STATIONS MOTOR POOL LOT - 1700 D STREET DETAILS SOUTH LAKE TAHOE EL DORADO CA PERMIT SET FOR BIDDING JUNE 2025 1 S1.1
K.L.Q.
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1'-6"
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USE BUTYL SEALANT TAPE. TYP.
CAP PL
1"x14"x1'-2"
COL. CL.
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T.O.S.
EL. = 114'-0"
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PLANS 1'-4"
1 3/4"
6 1/4" 6 1/4"
1 3/4" 1 3/4" 6 1/4" 1 3/4" 1'-4"
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PL 1 1/4" x 16" x 1'-4
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A-A SECTION
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PAINT PER STRUCTURAL
NOTES
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EL. = 102'-0" 1'-6" MIN. EMBED REF. PLANS.
(8) - 7/8" Ø GR. 36
ANCHORS
w/ DBL. NUT AT TOP
3"
CLR.
TYP.
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MAX.
2'-6"
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DIAMETER PER
PLANS
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EQUALLY SPACED
CIRCULAR TIES:
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- REMAINDER - #4 TIES AT 12" o.c.
3/8 (1/4) BTC - P4 TYP.
R=0
α=45° 33
TYP. 33
TYP.
OPTIONAL 1 1/2"
MAX. THICKNESS
GROUT PAD
FINISH GRADE REF.
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2"
8"
CLOSURE PLATE
HSS BEAM PER
PLANS
SOLAR PANELS PER
PLANS
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PER SCHEDULE
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PLANS 33
TYP.
T.O.S.
EL. = VARIES 6 1/4" 7" 7"
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S1.1 SCALE: 1"=1'-0"
THIS SHEET IS INCLUDED
IN BID ADDITIVE #3 REGIST ERED PROFESSIONA L ENGINE R S T R UC T UR A L No. S7306
Exp. 12-31-26 S T A T E O F C A L IFO R NIA MANISH KHANAL 06/04/2025
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444
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EC
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W DRAWN BY: DESIGNED BY: CHECKED BY: JOB NO.:
0 IF NOT ONE INCH ON THIS SHEET, ADJUST SCALES ACCORDINGLY BAR IS 1 INCH ON ORIGINAL DRAWING WWW.LUMOSINC.COM [email protected] © REV DATE DESCRIPTION BY 1" 312 DORLA COURT, SUITE 202 ZEPHYR COVE, NV 89448 TEL: 775.588.6490
CITY OF SOUTH LAKE TAHOE
EV CHARGING STATIONS - MOTOR POOL LOT
1700 D STREET
SOUTH LAKE TAHOE EL DORADO CA
PERMIT SET
FOR BIDDING
JUNE 1, 2025 JCMJ CP 11508.000 E1.0
ELECTRICAL DEMO REMOVE EXISTING EV CHARGING STATION . CUT AND CAP CONDUIT BELOW GRADE. REMOVE EXISTING BOLLARDS. PROPOSED TRENCH PATH DIMENSIONS APPROXIMATED FOR REFERENCE EXISTING ELECTRIC UTILITY POLE 30'
20'
60' REMOVE AND RELOCATE EXISTING GATE MOTOR ELECTRICAL PANEL TO LOCATION PROVIDED ON E1.1.
JUNE 2025
445
EC W
RAMP EX ELEC EX ELEC EX ELEC EX ELEC EV CHARGING ONLY EV CHARGING ONLY EV CHARGING ONLY EV CHARGING ONLY ELEC ELEC ELEC ELEC ELEC ELEC ELEC ELEC ELEC ELEC ELEC ELEC X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X EP X SD SD SD SD SD SD SD SD SD SD SD SD SD SD SD SD SD SD SD SD SD X X X X X X X X X X DRAWN BY: DESIGNED BY: CHECKED BY: JOB NO.:0 IF NOT ONE INCH ON THIS SHEET, ADJUST SCALES ACCORDINGLY BAR IS 1 INCH ON ORIGINAL DRAWING WWW.LUMOSINC.COM [email protected] © REV DATE DESCRIPTION BY 1" 312 DORLA COURT, SUITE 202 ZEPHYR COVE, NV 89448 TEL: 775.588.6490
CITY OF SOUTH LAKE TAHOE
EV CHARGING STATIONS - MOTOR POOL LOT
1700 D STREET
SOUTH LAKE TAHOE EL DORADO CA
PERMIT SET
FOR BIDDING
JUNE 1, 2025 JCMJ CP 11508.000 E1.1
ELECTRICAL PLAN PROPOSED RELOCATION OF EXISTING GATE MOTOR ELECTRICAL PANEL (2) PROPOSED LEVEL 2 EV CHARGING STATIONS PROPOSED MAIN METER PANEL PROPOSED INVERTER & BESS PROPOSED SOLAR CANOPY COLUMN PROPOSED UTILITY LOCKABLE DISCONNECT PROPOSED SOLAR CANOPY JUNE 2025
446
City of South Lake Tahoe
Agenda Item Executive Summary
Joe Irvin, City Manager
__________________________________
Meeting Date: November 4,
2025
Agenda Item #:17
Agenda Item: Ordinance Amending South Lake Tahoe City Code, Title 6, Chapter 6.15 (Building Regulations), Section 6.15.010 and 6.15.160 by Adopting the 2025 California Building Standards Code (California Code of Regulations Title 24), Including Green Building Code, Building Code, Fire Code, and Related Construction Codes (First Reading)
Executive Summary: The 2025 California Building Standards Codes (CBSC), which includes the Fire Code, becomes effective in California on January 1, 2026. Typically, every three years, the California Building Standards Commission reviews and revises, in part, the California Building, Fire, Plumbing, Mechanical, Residential, Green Building, and Electrical Codes. California Health and Safety Code (HSC) section 17922 requires local agencies to adopt the building standards contained in these uniform statewide codes. The City adopted its current codes, incorporating and modifying the 2022 California Building Standards Code in November 2022. Per HSC section 17922, staff recommends City Council adopt an ordinance amending City Code by adopting the 2025 California Building Standards Code (California Code of Regulations Title 24), including Green Building Code, Building Code, Fire Code, and related construction codes.
Requested Action / Suggested Motions: Pass a Motion to hold a first reading (by title only) of an Ordinance amending South Lake Tahoe City Code, Title 6, Chapter 6.15 (Building Regulations), Section
6.15.010 and 6.15.160 by Adopting the 2025 California Building Standards Code (California Code of Regulations Title 24), Including Green Building Code, Building Code, Fire Code, and Related Construction Codes and refer second reading and adoption to the November 18, 2025, meeting.
Responsible Staff Member: Zach Thomas, Director of Development Services, and David Chapman, Acting Building Official
Reviewed and Approved By: Susan Blankenship, City Clerk Olga Tikhomirova, Director of Finance Heather Stroud, City Attorney
Attachments:
01-Staff Report - 2025 Building Code Adoption.docx
02-Ordinance Redline.pdf
03-Ordinace Adopting 2025 Building Code.docx
04. Public Notice.pdf
05 - Planning Commission Resolution 2025-009 - Building Code Amendments.pdf 447
City Council Agenda Report November 4, 2025 Page 1 of 3 City of South Lake Tahoe
Report to City Council
Meeting Date: November 4, 2025
Title: Ordinance Amending City Code, Title 6, Chapter 6.15 (Building Regulations), Section 6.15.010 and 6.15.160 by Adopting the 2025 California Building Standards Code (California Code of Regulations Title 24), Including Green Building Code, Building Code, Fire Code, and Related Construction Codes.
Location: Citywide
Responsible Staff Member: Zach Thomas, Director of Development Services and David Chapman, Acting Building Official
Background: The 2025 California Building Standards Codes (CBSC), which includes the Fire Code, becomes effective in California cities on January 1, 2026. Typically, every three years, the California Building Standards Commission reviews and revises the California Building, Fire, Plumbing, Mechanical, Residential, Green Building, and Electrical Codes. California Health and Safety Code Section 17922 requires local agencies to adopt the building standards contained in these uniform statewide codes.
Section 17958 allows cities to modify the codes to more stringent standards that reflect local conditions. The City of South Lake Tahoe adopted its current codes, incorporating and modifying the 2022 California Building Standards Code in November 2022.
At its August 21, 2025 meeting, the Planning Commission passed a resolution recommending the City Council adopt an ordinance amending City Code, Title 6, Chapter 6.15 (Building Regulations), Section 6.15.010 and 6.15.160 by Adopting the 2025 California Building Standards Code (California Code of Regulations Title 24), Including Green Building Code, Building Code, Fire Code, and Related Construction Codes.
Issue and Discussion: Modifications to the South Lake Tahoe City Code are needed to comply with the State’s updated building safety requirements. State law provides the opportunity for local government to either adopt the State’s building standards or to review and modify them, provided that the changes to state law made by cities and counties impose equal or more restrictive requirements.
The following codes will be adopted by reference in the proposed ordinance:
2025 California Administrative Code -CCR Title 24 Part 1 2025 California Building Code – CCR Title 24 Part 2
448
City Council Agenda Report November 4, 2025 Page 2 of 3 2025 California Residential Code – CCR Title 24 Part 2.5 2025 California Electrical Code – CCR Title 24 Part 3 2025 California Mechanical Code – CCR Title 24 Part 4 2025 California Plumbing Code – CCR Title 24 Part 5
2025 California Energy Code – CCR Title 24 Part 6
2025 California Historical Building Code – CCR Title 24 Part 8 2025 California Fire Code – CCR Title 24 Part 9
2025 California Existing Building Code – CCR Title 24 Part 10 2025 California Green Building Standards Code – CCR Title 24 Part 11 2025 California Referenced Standards Code – CCR Title 24 Part 12 2024 International Swimming Pool, Spa and Hot Tub Code 2024 International Property Maintenance Code
The attached proposed ordinance adopting the 2025 CBSC represents a continuation of the City's existing practice regarding local modifications. It revalidates and readopts the City’s current local amendments which includes the City of South Lake Tahoe’s minor modifications due to local climatic, geologic and topographic conditions, and minor administrative changes.
In addition to the currently adopted local code amendments, Appendix AW (3-D Printed Building Construction) of the 2025 California Residential Code, CCR T-24, Part 2.5, is recommended for adoption and enforcement. Appendix AW of the 2025 California Residential Code provides code coverage for buildings, structures, and building elements fabricated in whole or in part using 3D printed construction techniques.
Appendix AW also provides a referenced standard (UL 3401) to govern design, construction method, additive materials, depositing of materials, and special inspection requirements for production equipment, the fabrication process, and additive materials.
Staff recommends the adoption of Appendix AW to provide code coverage for 3D printed construction projects and to provide additional building construction methods to the community.
Financial Implications: There are no City financial implications from the proposed amendments. Any costs associated with staff time preparing the code amendments are accounted for in the City’s adopted Master Fee Schedule and subsequently collected during the building permit issuance process. No additional funding is necessary.
Environmental Considerations: This project is exempt from environmental review under the California Environmental Quality Act (CEQA), pursuant to Section 15061(b)(3), Review for Exemption; in that it can be seen with certainty that there is no possibility for these actions to have a significant effect on the environment.
Policy Implications: State law requires that the local agency adopt findings for any local modifications to the building standards contained in the CBSC. These findings are included in the attached ordinance.
449
City Council Agenda Report November 4, 2025 Page 3 of 3 Governor Newsom has signed AB 130, which prohibits local amendments to residential standards that are not filed and effective by September 30, 2025. No new local amendments to residential standards are proposed in this ordinance adoption. 450
South Lake Tahoe City Code
Division 2. Local Amendments to Adopted Codes
The South Lake Tahoe City Code is current through Ordinance 1200, passed June 17, 2025.
6.15.010 Applicability, purpose and authority.
The purpose of this chapter is to adopt by reference the 2022 2025 Edition of the California Building Standards Code, Title 24 of the California Code of Regulations, subject to the clarifications and amendments set forth in this chapter. The purpose of this chapter is also to provide minimum requirements and standards for the protection of public safety, health, property and welfare of the City of South Lake Tahoe. The following adopted codes prescribe regulations for erecting, construction, enlargement, alteration, repair, improving, removal, conversion, moving, demolition, occupancy, equipment use, height and area of buildings and structures:
A. Administrative Code Adopted. The 2025 Edition of the California Administrative Code, known as the California Code of Regulations, Title 24 Part 1, published by the International Code Council, is hereby adopted by reference.
B. Building Code Adopted. The 2022 2025 Edition of the California Building Code, known as the California Code of Regulations, Title 24 Part 2, incorporating the 2021 2024 Edition of the International Building Code, published by the International Code Council, including Appendix C, Group U, Agriculture Buildings, Appendix F, Rodent-proofing, Appendix H, Signs, and Appendix I, Patio Covers, is hereby adopted by reference.
BC. Residential Code Adopted. The 2022 2025 Edition of the California Residential Code, known as the California Code of Regulations, Title 24 Part 2.5, incorporating the 2021 2024 Edition of the International Residential Code, published by the International Code Council, including Chapter 1 and Appendix AW (3D Printed Construction), is hereby adopted by reference.
CD. Electrical Code Adopted. The 2022 2025 Edition of the California Electrical Code, known as the California Code of Regulations, Title 24 Part 3, incorporating the 2020 2023 Edition of the National Electrical Code, published by the National Fire Protection Association, including Article 89, and Annex H is hereby adopted by reference.
DE. Mechanical Code Adopted. The 2022 2025 Edition of the California Mechanical Code, known as the California Code of Regulations, Title 24 Part 4, incorporating the 2021 2024 Edition of the Uniform Mechanical Code, including Chapter 1, CMC Appendices A, B, C and D, is hereby adopted by reference.
EF. Plumbing Code Adopted. The 2022 2025 Edition of the California Plumbing Code, known as the California Code of Regulations, Title 24 Part 5, incorporating the 2021 2024 Edition of the Uniform Plumbing Code, including appendices and installation standards, published by the International Association of Plumbing and Mechanical Officials, is hereby adopted by reference.
FG. Energy Code Adopted. The 2022 2025 California Energy Code, known as the California Code of Regulations, Title 24 Part 6, published by the California Energy Commission, is hereby adopted by reference.
GH. Historical Building Code Adopted. The 2022 2025 California Historical Building Code, known as the California Code of Regulations, Title 24 Part 8, published by the International Code Council, is hereby adopted by reference.
451
South Lake Tahoe City Code
Division 2. Local Amendments to Adopted Codes
The South Lake Tahoe City Code is current through Ordinance 1200, passed June 17, 2025.
HI. Fire Code Adopted. The 2022 2025 Edition of the California Fire Code, known as the California Code of Regulations, Title 24 Part 9, incorporating the 2021 2024 Edition of the International Fire Code, published by the International Code Council, including Chapter 1 and Appendices A, B, BB, C, CC, D, E, F, G, H, I, J, K, L, M, N, O, P and Q, is hereby adopted by reference.
J. Existing Building Code Adopted. The 2025 Edition of the California Existing Building Code, known as the California Code of Regulations, Title 24 Part 10, published by the International Code Council, is hereby adopted by reference.
IK. Green Building Standards Code Adopted. The 2022 2025 Edition of the California Green Building Standards Code, known as the California Code of Regulations, Title 24 Part 11, published by the International Code Council, is hereby adopted by reference.
L. Referenced Standards Code Adopted. The 2025 Edition of the California Referenced Standards Code, known as the California Code of Regulations, Title 24 Part 12, published by the International Code Council, is hereby adopted by reference.
JM. Swimming Pool, Spa and Hot Tub Code Adopted. The 2021 2024 Edition of the International Swimming Pool, Spa and Hot Tub Code, published by the International Code Council, is hereby adopted by reference.
KN. International Property Maintenance Code Adopted. The 2021 2024 Edition of the International Property Maintenance Code, published by the International Code Council, is hereby adopted by reference.
. . . .
6.15.160 Amendments, additions and deletions to the adopted codes.
A. California Building Code Section 105.5.1, California Residential Code Section R105.5.1, California Plumbing Code Section 104.4.3.1, California Mechanical Code Section 104.4.3.1 and California Electrical Code Article 89., Section 108.4.1 are hereby amended to read as follows:
Every permit issued by the building official under the provision of this code shall become invalid and expired unless the work authorized by such permit is commenced within 12 months after its issuance, or if the work authorized on the site by such permit is suspended or abandoned for a period of 12 months after the time the work is commenced. The Building Official is authorized to grant, in writing, one or more extensions of time, for periods not more than 180 days each. The extension shall be requested in writing and justifiable cause demonstrated. In order to renew action on an invalid permit after expiration, the permittee shall pay a new full permit fee and be accompanied with updated construction documents to reflect compliance with the most recent applicable codes based on the new submittal date.
B. Any permittee holding an unexpired permit for a new structure or addition may apply for an extension of the time for which work may be completed under that permit when the permittee is unable to complete work within the time required by this section for good and satisfactory 452
South Lake Tahoe City Code
Division 2. Local Amendments to Adopted Codes
The South Lake Tahoe City Code is current through Ordinance 1200, passed June 17, 2025. reasons. The building official may extend a permit for a period not exceeding 180 days on written request by the permittee. The written request shall be submitted to the building official prior to the expiration date of the original permit. The request for an extension of an existing permit shall show that circumstances beyond the control of the permittee have prevented completion of the work authorized by the permit. No permit may be extended more than three years cumulatively.
C. California Building Code Section 109.2, California Fire Code Section 106.2108.2, California Residential Code Section R108.2, California Plumbing Code Section 104.5, California Mechanical Code Section 104.5 and California Electrical Code Article 80.19(H)(4)89.108.4.2 are hereby amended to read as follows:
The fee for each permit shall be as set forth in this section and by city council resolution. The determination of value or valuation under any of the provisions of this code shall be made by the building official/fire code official.
The value to be used in computing the building permit and building plan review fees shall be the total value of all construction work for which the permit is issued, as well as all finish work, painting, roofing, electrical, plumbing, heating, air conditioning, elevators, fire extinguishing systems, and any other permanent equipment. Fees shall be determined by the valuation as shown for good construction on the valuation table as published annually in the November/December issue of Building Standards magazine. Values shall be 100 percent of the valuation given in the basic valuation table. Fees shall be adjusted on the first day of January each year. The fee shall be as specified through adoption of resolution by the city council.
EXCEPTION: Major projects for which the city contracts for inspection and/or plan review services shall be charged permit fees in accordance with the above section. Costs of additional plan review and/or overtime inspections required for project fast-tracking, or contractor scheduling, or due to changes in plans, shall be paid by the owner on a monthly basis. The fees shall be equal to the cost of service plus a 25 percent administrative fee.
The owner shall provide on-site office space for the resident inspector. Such office space shall be private and under the exclusive control of the resident inspector. Electric power, heat and phone service shall be provided to the office. Such office shall be maintained on-site until the final certificate of occupancy is issued.
For work requiring a permit not described on the valuation table, the valuation shall be determined by contract price for the work, subject to review by the building official.
The minimum permit fee under this section shall be as specified through adoption of resolution by the city council. Additional plan review as a result of incomplete submittals or changes to plans after approval of such plans will be charged a plan review fee.
453
South Lake Tahoe City Code
Division 2. Local Amendments to Adopted Codes
The South Lake Tahoe City Code is current through Ordinance 1200, passed June 17, 2025.
A reinspection fee shall be charged for scheduled inspections when the work, for which an inspection was requested, is not ready for inspection. A reinspection fee shall also apply to additional inspections after the initial inspection for verifying correction of items noted in a correction notice.
Special inspection fees shall be charged with a one-hour minimum charge.
Any inspections requested outside of regular work hours will be charged a three-hour minimum charge.
D. California Building Code Section 115.4, California Fire Code Section 107.4113.4, and California Residential Code Section R114.4 are hereby amended to read as follows:
When a stop work order is issued an investigation fee, in addition to the permit fee, shall be collected whether or not a permit is then or subsequently issued. The permit fee for work without a permit shall be twice the normal permit fee. The payment of such investigation fee shall not exempt any person from compliance with all other provisions of this code nor from any penalty prescribed by law.
E. International Property Maintenance Code (IPMC) Section 107105, Notices and OrdersDuties and Powers of the Code Official. Add the following text at the end of subsection 107.2, Item 4105.5:
The maximum time limit shall be determined by the city building official based upon the condition of the structure and the potential hazard involved.
Once such determination has been made, the building official shall serve a copy of a notice and order which specifies the dangerous condition to be remedied, together with the timeline for correction, as determined by the building official. Prior to the expiration date specified in the notice and order, the property owner shall perform either the rehabilitation, renovation or removal, as set forth in the notice and order.
Abatement of abandoned or substantially damaged non dwelling unit structures shall be subject to the provisions contained in Chapter 4.60 SLTCC.
F. Authority to Utilize Alternate Method of Recovery of Cost of Demolition. In any case where the city has found it necessary to undertake an abatement process to demolish a structure which has been found by the building official to be unsafe, as defined within Section 108 of the International Property Maintenance Code, the city may elect, at its discretion, to recover costs of such abatement using the methods prescribed in subsection (G) of this section as an alternative to the procedure outlined in Sections 110.3 and 109.4 et seq. of the aforementioned code.
G. Alternate Method of Recovery of Cost of Demolition.
1. Prior to commencement of any demolition activity undertaken as part of the abatement of an unsafe structure, the city shall take all necessary steps to ensure that all development rights which may be present on the parcel are appropriately banked with the Tahoe Regional Planning Agency and the South Tahoe Public Utility District. All such rights, which may include, but not be limited to, development rights, allocations, commercial square footage, 454
South Lake Tahoe City Code
Division 2. Local Amendments to Adopted Codes
The South Lake Tahoe City Code is current through Ordinance 1200, passed June 17, 2025. hard and soft coverage rights, and sewer units, shall be banked to remain on the parcel upon which the demolition activity will be completed.
2. Upon completion of all demolition activities, an accounting of expenses shall be completed by the administrative services director and a public hearing to consider confirmation of the costs of the abatement shall be scheduled, noticed and conducted in accordance with Section 107 et seq. of the International Property Maintenance Code.
The notice mailed to the owner of record for the property which is the subject of the abatement process shall contain a statement which substantively reads as follows:
IMPORTANT NOTICE TO THE PROPERTY OWNER
Development rights attributable to your property and recognized by the Tahoe Regional Planning Agency have been banked with that agency. These rights have considerable value. In order to retain ownership of these development rights, you must pay any and all costs of the abatement process which may be confirmed by the City Council at the scheduled hearing no later than sixty-five (65) days following the date of said hearing.
Your failure to pay the confirmed costs of said abatement within sixty-five (65) days of the date of the hearing will result in FORFEITURE OF THE DEVELOPMENT RIGHTS ASSOCIATED WITH YOUR PROPERTY.
SUCH FORFEITURE MAY ULTIMATELY PROHIBIT YOU OR
ANYONE IN THE FUTURE FROM REDEVELOPING YOUR
PROPERTY.
3. Upon completion of the hearing process to confirm the costs of the abatement process, the owner of the property subject to the abatement shall have 65 days from the date of the hearing to pay all costs of the abatement which have been confirmed by the city council. In the event all costs are not paid within the specified time period, the city shall notify the Tahoe Regional Planning Agency of the city council’s confirmation of costs of the abatement process and the failure of the property owner to pay said costs, and shall request that the Tahoe Regional Planning Agency approve forfeiture of all development rights banked to be vested with the city of South Lake Tahoe. Such forfeiture and vesting shall become effective 21 days after such approval is granted.
H. Expedited Permit Process for Photovoltaic and Electric Vehicle Charging Stations. To California Building Code Section 107.3 the following subsection shall be added:
1. Definitions. As used in this section:
“Electronic submittal” means the utilization of one or more of the following:
a. Electronic mail or email
b. The internet
455
South Lake Tahoe City Code
Division 2. Local Amendments to Adopted Codes
The South Lake Tahoe City Code is current through Ordinance 1200, passed June 17, 2025. “Electric vehicle charging station” or “charging station” means any level of electric vehicle supply equipment station that is designed and built in compliance with Article 625 of the California Electrical Code, as it reads on the effective date of this Chapter, and delivers electricity from a source outside an electric vehicle into a plug-in electric vehicle. “Reasonable restrictions” on a solar energy system are those restrictions that do not significantly increase the cost of the system or significantly decrease its efficiency or specified performance, or that allow for an alternative system of comparable cost, efficiency, and energy conservation benefits. “Specific, adverse impact” means a significant, quantifiable, direct, and unavoidable impact, based on objective, identified, and written public health or safety standards, policies, or conditions as they existed on the date the application was deemed complete.
“Restrictions that do not significantly increase the cost of the system or decrease its efficiency or specified performance” means:
For water heater systems or solar swimming pool heating systems: an amount exceeding ten (10) percent of the cost of the system, but in no case more than one thousand dollars ($1,000.00) or decreasing the efficiency of the solar energy system by an amount exceeding ten (10) percent, as originally specified and proposed.
For photovoltaic systems: an amount not to exceed one thousand dollars ($1,000.00) over the system cost as originally specified and proposed, or a decrease in system efficiency of an amount exceeding ten (10) percent as originally specified and proposed.
“Small residential rooftop solar energy system” means all of the following:
a. A solar energy system that is no larger than ten (10) kilowatts alternating current nameplate rating or thirty (30) kilowatts thermal. b. A solar energy system that conforms to all applicable State fire, structural, electrical, and other building codes as adopted or amended by the county and paragraph (iii) of subdivision (c) of Section 714 of the Civil Code, as such section or subdivision may be amended, renumbered, or designated from time to time.
c. A solar energy system that is installed on a single- or duplex-family dwelling.
d. A solar panel or module array that does not exceed the maximum legal building height as defined by the authority having jurisdiction. 456
South Lake Tahoe City Code
Division 2. Local Amendments to Adopted Codes