Loading...
HomeMy WebLinkAbout7.1 LAVTA Joint Power Agmt CITY CLERK File # D~[Q][Q]-[f][m AGENDA STATEMENT CITY COUNCIL MEETING DATE: August 19, 2008 SUBJECT: Amendment to Joint Exercise of Powers Agreement with the Livermore Amador Valley Transit Authority (LA VT A) Report Prepared by: John Bakker, City Attorney and Christopher L. Foss, Economic Development Director ATTACHMENTS: 1. 2. 3. Original Joint Exercise of Powers Agreement (1985) Amended and Restated Joint Exercise of Powers Agreement Resolution Approving Agreement RECOMMENDATION" A J~AdoPt the Resolution authorizing the execution of the amendment to 7 ~ ~ ~he Joint Exercise of Powers Agreement with LA VT A. FINANCIAL STATEMENT: None. DESCRIPTION: The Livermore Amador Valley Transit Authority ("the Authority") was formed in 1985 by means of a Joint Exercise of Powers Agreement (JEPA) between the County of Alameda and the cities of Dublin, Livermore and Pleasanton pursuant to Government Code Section 6500 et seq (see Attachment 1). The Agreement provides for the creation of the Transit Authority as a separate and distinct public entity empowered to own, develop, operate and administer a public transportation system. The Authority recently completed a major revision to the formation document to add new provisions to update the document to bring it in line with the Authority's current practices. The major changes to the document included revisions to the following provisions: Voting Requirements, Treasurer Functions, Restrictions on Power, Property Acquisition/Condemnation Authority, Quorum, Service Levels and Route Changes. In May of 2008, the City Council unanimously approved the revisions to the Amended and Restated Joint Exercise of Powers Agreement. At the time of the City of Dublin's approval of the JEP A, the item had not been approved by the cities of Livermore and Pleasanton. Subsequent to the City of Dublin's approval of the Amended and Restated JEPA, the agreement was considered by the Pleasanton City Council. During that consideration, the City of Pleasanton expressed concerns about the new language regarding Route Changes. Under the existing JEP A, Section 5c requires that any permanent change in a route can only be adopted fourteen (14) days after the introduction of the COPY TO: Barbara Duffy, Executive Manager, LAVTA Page 1 of2 ITEM NO.~ G:\Chris\LA VT A \Agenda Statement August 192008 JEP A Amendment {Revised).DOC proposed change, and that the member jurisdictions must be informed of the proposal. The existing JEP A also requires that such a change receive four votes of the Board, including all of the votes of the jurisdiction in which the change will occur. This condition gives member jurisdictions a near veto power through their Board representatives over proposed route changes in their jurisdiction. Under the Amended and Restated JEP A previously approved by the Dublin City Council, in order to create more flexibility in the route change procedure, the document states only that any permanent change in a route must receive four affirmative votes. Following the City of Pleasanton's objections, the Board decided to revert to the original terms. Pleasanton has since approved a version of the Amended and Restated JEP A containing the language in Section 3.11(b) that reflects the existing Route Change requirements. With this item, the City Council is being asked to once again adopt a resolution authorizing the execution of the Amended and Restated Joint Exercise of Powers Agreement with LA VTA with the reversion of Section 3.11 (b) to continue with the existing Route Change requirements. RECOMMENDATION: Staff recommends that the City Council adopt the Resolution authorizing the execution of the Amended and Restated Joint Exercise of Powers Agreement with LA VTA. 2.12 '/ I:f (" I r-;J. ,/ \...... LIVERMORE/AMADOR VALLEY TRANSIT AUTHORITY JOINT EXERCISE OF POWEPS AGREEt-1ENT TABLE OF CONT~NTS 1. Background a. Need for Public Transportation Services b. JoInt Exercise of Powers 2. Creation of Transit Authority 3. Purpose 4. Board of Directors a. voting b. Alternate ,c. Elected Officials d. Participation in Decisions Affecting l~ember'..~:' Jur isd ictions e. Sele~tion and Removal 5. Action by Board a. Quorum (Five Votes) b. Action Generally (Four votes) c. Permanent Changes in Routes d. Matters Requiring Five Votes Plus Member Jurisdiction Notice e.Effective Date 6. Notice of Board Actions a. Agendas b. f.linutes 7. Bylaws 8. Powers a. Enumeration of Powers b. Special Transportation Services c. Restriction on Power 9. Financial a. Fiscal Year b. Depository c. Aud i t d. property Cust6dian e . 8 ud get f. Contributions by Member Jurisdictions g. Formula for TDA Service Allocation h. Method for Calculating Service Levels 10. Debts and Liabilities 11. Insurance 12. rndemnificatiori 13. Disposition of Money and Property a. Successor Public Entity b. Withdrawal of Member Jurisdiction 14. Term of Agreement 15. Termination a. Individual Member Withdrawal b. Complete Dissolution 16. Amendment 17. New Hembers 18. Successors 19. Severability 1:rMt '1-1 ~II "II M "'~ Attachment 1 c?tj-:;/i LIVERHORE/Af.1ADOR VALLEY TFlANSIT AUTFORITY JOINT EXERCISE OF POWERS AGREEMENT THIS AGREENENT is entered into hy and between the County of Alameda, the City of Dublin, the City of Livermore, and the City of Pleasanton (hereinafter "members," "member jurisdictions," or cognate terms) and any additional public agency within the Service Area meeting the requirements of Section 15 hereof. 1. Backaround. This .agreement is made with respect to the following basic facts: a. Need for Public Transportation Services. Throuqh their collective efforts, member jurisdictions have determined that the arE'a (hereinafter "Service /lrea") generally encompassed by JIlember jurisdictions and certain unincorporated portions of Alameda County, while within the Bay Area Rapid Transit District, does not receive adequate, coordinated public transportation services. Member jurisdictions desire to provide such services to ass is t the trans it dependent as an al ternative to the_. pr ivate automobile, to meet environmental goals, to improve fuel conservation, and to secure the efficiencies of joint operation and service that are available through a unified, cooperative effort. b. Joint Exercise of Pow~rs. California Government Code Sections 6500, et seq. authorize the joint exercise of any pm.,er common to t\-lO or more public agencLes. Member jurisdictions have in common, among others, the powers to contract for and/or operate public transportation systems. In support of such powers, member jurisdictions are further J ~ !) I! empo...,ered, upon appropriate findings by the ~etropolitan Transportation Commission (hereinafter "MTC") under California Public Utilities Code Sections 99207(b) and 99289, to claim, receive and expend Transportation Development Act (hereinafter "TDA") funds. ~ember jurisdictions desire to jointly exercise such powers to provide public transportation within the service area and to claim and utilize all forms of regionally-allocated, .State, Federal, or other grants or revenues, including TDA funds, available to member jur isd i.ct ions for such purpose. 2. Creation of Transit Authority. Upon the effective date of this agreement, there is hereby created the Transit Authority (hereinafter "Authority") as a separate and distinct public entity from member jurisdictions, to administer and implement this agreement and to exercise the common powers provided herein " ( within the Service Area attached as Exhibit A. 3. Purpose. Authority is a newly-created entity with powers unto itself which have. been granted by the participants for the purpose of providing public transportation. The common powers provided in this agreement shall be jointly exercised to provide the service area with coordinated public transportation services. 4. Board of Directors. a. Votinc. Authority shall be governed by a Board of , . Directors. There shall be seven (7) members of the Board of Directors. Each City member jurisdictions shall appoint two (2) regular representatives to the Board of Directors. The County of Alameda shall appoint one (1) regular representative. Each representative to the Board of Directors shall have one vote (except as provided by paragraph 4b(ii)). ~~ 1 ( i b. Alternate. i. In addition, each member jurisdiction may appoint one (1) alternate representative to act in the absence of regular representatives. ii. In the absence of a regular or alternate representative, the other representative from that city may exercise both votes for that jurisdiction. c. Elected Officials. ' Representatives ~hall be elected members of the governing boards of the member jurisdictions. With the exception of the alternate from the County of Alameda, alternates shall be elected members of the governinq bodies of the member jurisdictions. The alternate from the County of Alaneda shall be appointed by the Board of Superviso~s. d. Participation in necisions Aftectina ~ember.Juris- dictions. An elected member of the governing body of a member jurisdiction shall not be prohibited by reason of such office from also participating as a representative to the Board_of Directors of Authority while it is considering or acting upon a contract, l~ase, or other transaction with such member jurisdiction. e. Selection and Removal. Representatives shall serve solely at the pleasure of the appointing member jurisdiction. 5. Action by Eoard. a. Quorum. Members of the Board of Directors controlling five votes shall constitute a quorum for the transaction of business. 5~7~ . b. Action Generall'! (four Votes). {lnless s~ecifically limited by this agreement, four votes of the Board of Directors shall be required to act upon any matter. c. Pe!:'illanent Chances in Routes. Any permanent change in regularly scheduled bus routes requires four votes of the Board of Directors including all the votes of the jurisdiction in which the chanqe would occur. Examples of changes in bus routes subject to the limitations of this section include changes in headways, changes in location of bus routes, and changes in location of bus stops. Em~rgency changes in bus routes necessitated by street closures and other unanticipated events may be implemented as appropriate but shall be brought to the Board for its review at the next regularly scheduled Board meeting. ( d. ~atters Reauirinc Five Votes Plus Member Jurisdiction Notice. The following actions shall require the affirmative vote of representatives holding five votes on the Board of Directors. i. Adoption or amendreent of Bylaws. ii. Any contract for a period longer than one ye a ~. . iii. Designation of the Authority Treasurer as provided in paragraph 9(b). e. Effective Date. Any of the actions listed in subsections 5c or 5d shall not be passed within fourteen days of their introduction. When any of the actions listed in these subsections are altered after introduction, they shall be passed at least fourteen days after alteration. Good faith compliance with the notice requirements of Section ~ shall be sufficient notice to ~embeL jurisdictions. 0'1 r, l ' \ ) 6. Notice of Board Actions. a. Aoendas. A copy of the meetinq agendas for each Board of Directors meeting shall be mailed to each member of each member j ur isd i ction ~overning body a t the same time that the agenda is mailed to the Board of Directors. b. Minut~s. The minutes of each Board of Directors meeting shall be mailed to each member of each member jurisdiction governing body within seven days of the meeting in conjunction with their distribution to the Board of Directors. 7. Bylaws. To further establish and govern the Eoard of Directors' procedures, substantive responsibilities, and organizational structure the Board may adopt Bylaws. Bylaws and any amendments thereto shall be adopted in accordance with Section 5c of this agreement. 8. Powers. a. Enumeration of Powers. Subject to the other terms and conditions of this agreement and any restrictions provided in law, Authority shall have the power to: i. Own, 'develop, operate, maintain, and administer a public transportation system, or contract with any person, firm, or public agency to use, manage, or operate such transportation system or portions thereof for public transit purposes; ii. Contract with any person, firm, or public agency to provide public transportation facilities and services, or to improve such facilities and services. 10; ',.. , -( , , .; iii. Apply for, receive, and utilize all forms of ( financial assistance for public transportation facilities or services, including contributions, grants, allocations, loans, revenues, or other assistance from 11TC, State, Federal, or other sources available for the planning, acquisition, construction, maintenance, operation, administration, or other support of such facili ties or services: . provided that Authority shall be empowered on behalf of member jurisdictions without furthe~ authorization to directly apply for, receive, and utilize such financial assistance for which (' member jurisdictions are eligible, inCluding, without limitation, TDA funds. (A) Except as specifically provided by Paragraph 8(b), member jurisdictions shall not compete with Authority for TDA public transit funds within the service area. (B) The parties acknowledge that Livermore has an operating fixed route transit service called RIDEO with a level of intra-City service emphasizing the needs of students, the elderly, the disabled, and the transit dependent, and a Dial-a-Ride service for the elderly and disabled, both of whi~h the City will be permitted to maintain within the JEPA. Livermore shall have the }] ~ -<'11 the right to continue to operate these systems and to apply for TDA Article 4.0 funds. Spending of Livermore TDA operating or capitol funds for 1985-1987 beyond current levels requires Livermore representative agreement. Authority may,' however, administer RIDEO during this period. For the period FY 85/86 and FY 86/87, Livermore shall file a separate claim for operating funds, and Livermore's operating budge~ shall be separately accounted for. In addition, during this period, any claim for Livermore's unallocated funds must have the approval of Livermore. Live~ore shall cease operating the RIDEO system no later than July 1987 (the termination date of the existing RIDEO system contract). (C) In contracting for public transportation services as authorized by paragraph Sa(ii) hereof, Authority is empowered as part of and in support of such contract and for the term thereof, to commit itself to apply for, receive, and expend TDA and other financial assistance for which Authority may apply under this paragrarh 8a(ii). ~ember jurisdictions shall be bound by and carry out such commitment q :i:Y , ( of Au thor i ty(lur ing the term of such contract, notwithstanding termination of this agreement, subject to equitable adjustments required by paragraph 13. (D) Member jurisdictions shall provide such reasonable assurances and perform such reasonable acts, including execution of claims and grant applications, as are reasonably necessary to ~ive effect to this paragraph. iv. Hire agents and employees and contract for professional or other services. Member jurisdictions may be reimbursed for the value of services rendered; v. Enter into contracts; vi. Sue and be sued; vii. Acquire, hold, or dispose of real and ,personal property, including transportation equipment and facH i ties; viii.Incur debts, liabilities and obligations; ix. Invest in the treasury of the member jurisdiction designated as Authority Treasurer moneys not needed for immediate necessities as the Board of Directors deems advisable; provided that such investments shall be on the same terms and conditions as other local entities' investments in accordance with Government Coce Section 53601; 10 ~f ,r< (' , I X. Delegate within the limitations of Government Code section 6508 all or a portion of its functions to an administrative entity for the purpose of proqram development,' policy formulation, or program implementation; Xl. Adopt a conflict of interest ,code; xii. Do all other reasonable and necessary acts to fulfill the purposes of this agreement. b. Soecial Transportation Services. i. Any member agency may provide additional funding to Authority for special transportation services e9uaI to their costs. In that event, Authority will provide enhancerl service levels, to that member jurisdiction in proportion to the l additional funding provided. ii. Authority may exercise all or a portion of the powers set forth in paragraph ~a to provide transportation other than for the gener~l public (e.g. elderly, handicapped and other special transportation needs as currently provided for in Livermore, in Dublin, and in Pleasanton) and will maintain current levels of service. iii.However, notwithstanding any other provision of this agreement, each member jurisdiction may at its own option, establish and maintain its own proqram for elderly, handicapped and other special transportation needs. In such event, Authority shall not compete for funding which would otherwise be allocated to that member 111 J~ c. Restriction on Power. The wanner of exercising powers granted Authority by this agreement shall be subject to the same restrictions as imposed upon the agency of the Authority Treasurer in that agency's exercise of similar powers as required by Government Code Section 6509. 9. FinancL:l. a. Fiscal Year. The fiscal year for Authority shall be from July I to June 30. b. Denository. The Treasurer is designated as the depository for Authority and is to have custody of all funds of Authority from \vhatever source. The Treasurer shall be appointed pursuant to procedures established in the Bylaws. As depository, the Treasurer shall: 1. Receive and receipt for all money of Authority ( and place it in the treasury to the credit of Au thori ty; ii. Be responsible on' his/her official bond for the safek~eping and disbursement of all money of Authority so held by the Treasurer: iii. Pay, when due, out of the money of Authority so held by him/her all sums payable on out- standing bonds and coupons of Authority; iv. pay from authori ty money and other sums due from Authority, or any portion thereof, only upon warrants of the public officer per- forming the function of Auditor as designated by this agreement; (:L af -<.'! (~ "- v. verify and report in writing on a quarterly basis to Authority and to member jurisdictions the amount of receipts since the last report, and the amounts paid out since the last report; and vi. Invest Authority funds in accordance with paragraph 8aC ix) . c. Audit. There shall be strict accountability of all Authority funds. The Auditor of the agency from which the Agency Treasurer is selected shall be the Auditor for Authority. The Aud i tor shall: i. Report all receipts and disbursements to Authority. ii. Make or contract to make an annual audit of Authority pursuant to requirements of Goverrunent Code Section 6505. d. Pro~erty C~stodian. The Auth,ority Treasurer shall have charge, handle, and/or have access to any property of Authority and, pursuant to Government Code Section 6505.1, the Authority shall require such person or persons to file an official bond in an amount of at least Five Hundred Thousand Dollars ($500,000). Upon creation by the Board of a position of general ~anager (by whatever title chosen), the general manager shall also have the authority and responsibility provided by this section. e. Buoaet. A procedure for adoption of an annual budqet may be set forth in the Bylaws of Authority. ~ ~ - \~QP/'\ V /) (-' f. Contributions bv ~ember Jurisdictions. Any ~ember jurisdiction may provide additional funding for specified transportation services which the Authority is authorized to provide. In that event, Authority will provide enhanced service levels to the contributing member jurisdiction in proportion to the additional funding provided. No member jurisdiction shall be required to contribute any money from its general fund or other locally-controlled funds to Authority unless first approved by the governing body of such member jurisdiction. g. Formula for rDA Service Allocation. The Authority shall be the designated claimant within the service area for State Transportation Development Act (TDA) Article 4.0 funds. For purposes of judging that service is reasonably distributed among member jurisdictions, the allocation of these TDA funds and relating program funds among member jurisdictions shall virtually be in accordance with the following formula: TDA Allocation = population of Member Jurisdiction x Total TDA Total Service Area Population funds Available. population for purposes of this formula shall be the most recent annual population estimates from the State Department of Finance Existing levels of intra-city service in Livermore shall be defined as annual service hours per capita and shall be maintained at current levels or above, except as provided for in Section 9.h. h. Method for Calculatina Service Levels. TDA funds shall be presumed to have been allocated 'in proportion to service hours within each member jurisdiction. However, when selectIng -12- 11f~ service levels, the 80ard may also consider other relevant factors such as bus miles traveled, farp. box revenues received, ridership, number of stops, average speed, local ge09raphy and the impact of r~gional destinations and ~ercentage of residential population within one quarter mile of a bus route. In no case, however, shall service levels differ by more than 10% from population based allocations. 10. Debts and Liabilities. The debts, liabilities, and obligations of Authority shall not be the debts, liabilities, and obligations of the member jurisdictions, or any of them except as provided in Paragraph 15. 11. Insurance. Authority shall maintain insurance coverage in at least the following amounts and each member jurisdiction shall be na~ed as an additional primary insured: PUBLIC "LIABILITY General Roaily Injury General property Damage or Combined Single Limit on Damage Liabil ity - 51,000,000 Per Occurrence - $ 100,OOO Per Occurrence Bodily Inj ury and Property - 51,000,000 - $1,OOO,OOO Per person/SIO,OOO,OOO Per Occurrence - 5 250,000 per Occurrence VEHICLE LIABILITY Bodily Injury Property Damage or Combined Sin<tle Liabil i ty Limit on Borlily Injury and Property Damage - $10,000,000 /5~ 12. Indemnification. The Authority shall hold each member . I jurisdiction, its elective and appointive Boards, Commissions, officers, ngents, and employees, harmless from any liability for damage or claims for damage for personal injury, including death as well as from claims from property aamage which may arise frem Authority's contractors', subcontractors', agents' or employees' operation under this agreement. Authority agrees to and shall defend each member jurisdiction and its elective and appointive Boards, Commissions, officers, agents, and employees from any suits or actions at law or equity for damages caused, ~r alleged to have been caused, by reason of any of the aforesaid operations. 13. Disposition of Money and Property. This paragraph shall apply to distribution by Authority of its surplus money or ( acquired property. This paragraph shall not affect sale, transfer, or other disposition of property or money by Authority in the ordinary course of its activities necessary to fulfill the purposes of this agreement. a. Successor Public Entity. If by law another public entity has been created or designated to assume responsibility for providing public transFOrtation services within all or substantially all of the service area of Authority, the surplus money and acquired property of Authority may be transferred to such public entity upon its assumption of all (monetary) liabilities of Authority, and authority ~hall thereafter terminate. b. Withdrawal of Member Jurisdiction. Upon withdrawal of one or more member jurisdictions as provided in paragraph 14, I~ 0; 91''1 the accuired property and surplus money of Authority shall be distributed to the withdrawing jurisdictions in proportion to the aggregate of that member's contributions to Authority and TDA funds claimed by Authority on behalf of such nember jurisdiction. To facilitate such distribution, property may be distributed in kind or reduced to cash by sale. Any distribution of cash, i ncl ud ingsurpl us moneys, to a member j ur isd i ct ion in excess of its actual contributions to Authority shall be first approved by the Metropolitan Transportation Commission (MTC). If member jurisdictions cannot agree upon the valuation of acquired property or upon their distributive shares, the oisagreement shall be referred to a panel of three referees for decision. One referee shall be appointed by the member disputing the valuation or disposition. One referee shall be appointed by the members supporting the valuation or distribution. One referee shall be appointed by the two referees first appointed. 14. Terr.l of Agreement. This agreement shall become_ effective June 1,1965, and shall remain in full force and effect 50 long as there are two or more member jurisdictions. 15. Termination. Except as provided in paragraph l2a (for Successor Public Entity), termination of this agreement shall be effected only as follows: a. Individual Member Withdrawal. A member jurisdiction may terminate its participation in this agreement and Authority at any time, rrovided that such jurisdiction shall give one year prior written notice of such termination to Authority and other member jurisdictions. Notice of termination may be rescinded ( ) '1 /?t;~/. " "'. ~,~. ) ..1 .:./ - I upon written notice to Authority any time before the effective date of termination, provided, however, that the Board must approve such rescission. If Auth~rity has, as permitted by paragraph 8a(iii), executed a long-term contract for public transportation services which includes a commitment to claim and expend public transportation financial assistance which a terminated member jurisdiction is eli?ible to claim, the terminated member jurisdiction shall be bound by such commitment. If equitably required, the terminated member jurisdiction shall not claim, but instead shall assist Authority to claim, such financial assistance during the term of such contract. If possible, Authority will cooperate to arrange an equitable division of the obligations and benefits of said contract. A terminated l!lemher jurisdiction shall continue to provide assurances and perform acts as required hy paragraph 8a(iii) (b) of this agreement. During the term of such contract, Authority shall provide a term ina ted member j ur isd i ct ion publ ic transporta t ion serv.ices within the terminated member's area on a fair and equitable basis in proportion to the financial assistance received by Authority which is referable to such terminated member jurisdiction. b. Complete Dissolution. Upon termination by all but one member jurisdiction, the Authority shall be dissolved; provided that if Authority has, as permitted r.y paragraph 8a( ii), t executed long-term contract for public tr~nsportation services which cannot be canceled or 0ivided and which includes a commitment to clai~ and exrenn financial assistance for. the period of such contract, then Authority may not he dissolved J2)~ t I .,:..): 1 '7 ' I during the term of such contract unless reasonable alternate terms can be negotiated with the other party to the long-term contract. 16. Amendment. This agreement shall be amended only with the unanimous approval of all member jurisdictions. 17. New Members. Upon the unanimous cons~nt by resolution of member jurisdictions, any public entity within the Service Area shall be admitted to Authority as a voting member. jurisdiction at any time: provided that new members shall fir~t execute a facsimile of this Joint Exercise of Powers Agreement ann any Bylaws of Authority and agree to be bound by their terms and the terms of any other agreements to which Authority is party. 18. Successors. This agreement shall be binding upon and inure to the benefit of any successors or assigns of the member jurisdictions. 19. Severability. Should any part, term, portion, or provision of this agreement be finallv decided to be in ~onflict with any law of the United States or of the State of California, or otherwise be unenforceable or ineffectual, the validity of the remaining parts, terms, portions, or provisions of this agreement shall be deemed severable and shall not be affected thereby, provided that such remaining parts, terms, portions, or provisions can be construed in substance to constitute the agreement that the member j ur i sd i ct ions in tended to enter into in the first instance. PUBLIC WORKS AGENCY )'11~~ . 'ALAI\ll.~I)A l'Ol~N'I'Y FLOOD l'ON'I'HOL AND W A '1' 1"': I{ ('ON~"lI';I~ V A'I'ION I >IH'I'I~ I( ''(' 399 Elmhurst Street · Hayward. CA 94544-1395 · (415) 881-6470 . , !...J .' ..":.....' I > , ." /(i ~. v:- .,/ ~.. l' ,,11- (., 'I' "I AGENDA ~ May 28, 1985 May 20, 1985 The Honorable Board of Supervisors Administration Building Oakland, CA 94612 Dear Board Members: SUBJECT: Approval of County Participation in Valley Transit Authority Joint Exercise of Powers Agreement RECOMMENpATION: It is recommended that your Board: 1. Approve and authorize the chairman of the Board to execute the attached Valley Transit Authority Joint Exercise of Powers Agreement; SUMMARY: For the past year, the policy committee, consisting of represen- tatives of Dublin, Pleasanton, Livermore and the County, have been reviewing studies and documents relating to the formation of a Joint Exercise of Powers to establish a Valley Transit Agency to provide public transportation services with the jurisdictions of the four agencies. Such activity is permitted by California Government Code Sections 6500 et seq. The Joint Powers Agreement has been approved by the City of Pleasanton, the City of Dublin, and by the City of Livermore. Member jurisdictions may be funded by the Metropolitan Transportation Commission (MTC) under California Public Utilities Code Section 99l07(b) and 99289, to claim, receive and expend Transportation Development Act (TDA) funds. Member jurisdictions propose to use such funds as follows: population of Member Jurisdiction x rOA funds available Total Service Area Population db f}.p.. /~ / r ;t., ! The Honorable Board of Supervisors MAY 2", 1985 Page 2 ACTION BY CITIES: The Ci ty of PI easanton adopted the Joint Exercise of Powers and the Negative Declaration on March 12, 1985. The city of Dublin approved the Joint Exercise of Powers in May 1985. The City of Livermore voted to approve the Joint Exercise of Powers on May 21, 1985. DISCUSSIONS/FINDINGS: The policy Committee made up of the three cities and Alameda County determined that there was a need for transit services in the Valley area. Member jurisdictions wish to provide services as an alternative to the private automobile, to assist those without private transportation, to improve fuel conservation, assist environmental goals and obtain efficiencies of joint operation and service. The Agreement provides creation of the Transit Authority as a separate and distinct public entity from member jurisdictions, to administer and implement this agreement and to exercise common powers contained in the JPA document. The Board as the JPAs are written will consist of seven members, two from each city and one from the county. Each member jurisdiction may appoint one alter- nate to act in the absence of the regular member. Powers include owning, developing, operating, administering a public transportation system or contracting to do the same; ap- plying, receiving and utilizing financial assistance, and all standard activities common to a public agency as outlined in the Agreement. FINANCING: Transportation Development Action (TDA) funds would be used which would have no impact on county finances. Very truly yours, HAF : HRH . A,L?~qR. TOR OF PUBLIC WORKS ~ Ene. JPA 5-2-85 '; C>'{ of ;l \ / THE FOLLOWING MINUTE ORDER was passed and adopted by the following ( vote of the Board of Supervisors, County of Alameda, State of California on May 28. 1985 to wit: The County Participation in Valley Transit Authority Joint Exercise of Powers Agreement was approved as recommended with the following condition added : That there be no condemnations without prior approval of this Board of Supervisors. AYES: Supervisors Campbell, Cooper, George, Knox and Chairman Santana - 5 NOES: None ( EXCUSED: None *** FILE fl. 1935 I aRTlFY THAT THE FOREGOING IS A COR. RECT COPY OF A MINUTE ORDER ADOPTED BY THE BOARD Of SUPERVISORS, AlAMEDA COUNTY, CAliFORNIA f/ifW 2 8 1~65 ATIEST: MllV 28 '1985 WILLIAM MEHIWEIN, CLERK OF . THr:RD ~f SUPERVISORS . BY: 'J't^"'~'l 11'1l ~^~ AGENDA 11 2 MINUTE ORDER 1221B C):J :f '- /..1 THE FOREGOING MINUTE ORDER ....as passed and adopted by the following vote of the Board of Supervisors. County of Alameda. State of California. on June 4. 1985 . to wit: APPROVED AS RECOMMENDED: With the condition that the Board of Supervisor's Minute Order of May 28. 1985 be. and the same is hereby. rescinded and set aside. AYES: Supervisors Campbell. Cooper, George. Knox and Chairman Santana - 5 NO ES : None EXCUSED: None *.... FII.E # 1935 I CERTIfY THAT THE FOREGOING ,~ A COR- RECT COpy OF ~ MINuTE ORDER ADOPTED BY THE BOARD Of SUPERVISORS, ~DAO 4 1085 COUNTY. CAlIFORJUNN'A 04 0 _ .J ATIEST: L8J WILLIAM MEHRWEIN, CLERK Of T1i~ARO.OFS~~.f 5 BY: ~V'\AAl AGENDA If 2 MINUTE ORDER OJ06B i i I I I i I I I I I I ~n _) '1., ,<',"',' cy.:..;&.P -, ' . .-...... ."-" ..---. ~~ ~...._...... 1052 South c.;'/ermcr?'.l,venw L:vermcrp.. GA ]455( ,4 ~ 5) .!49-~CC{ June 17, 1988 JRECEIVEO JJUN 21 IS_8S . LrlERMORE/AMAOOR VALLEY iTAANSIT AUTHORITY Livermore/Amador Valley Transit Authority 200 Old Bernal Avenue Pleasanton, CA 94566 SUBJECT: Amendment to JEPA Agreement Gentlemen: At their June 13 meeting, the Livermore city council adopted Resolution No. 155-88, authorizing execution of the Amendment to the Joint Exercise of Powers Agreement. A copy of that resolution is enclosed for your information. Also enclosed are two original copies of the Amendment, which have been signed by our Mayor, the City Attorney and myself. Please insure that this office receives a fully executed original copy of this Amendment when the remainder of the appropriate signatures have been received. Sincerely, @~<<~ Carol Greany city Clerk CG/ao Enclosures :It Atf1J t>~ :A.A .ii~,~ ,;J1j 81-{ ~ ;;::':-1 IN THE CITY COUNCIL OF THE CITY OF LIVERMORE STATE OF CALIFORNIA A RESOLUTION AUTHORIZING EXECUTION OF AMENDMENT TO AGREEMENT (Livermore/Amador Valley Transit Authority Joint Exercise of Powers Agreement) WHEREAS, the Livermore City Council entered into a Joint Exercise of Powers Agreement with the Cities of Dublin and Pleasanton and the County of Alameda in May of 1985 which created the Livermore/Amador Valley Transit Authority; and WHEREAS, the Authority desires to amend this agreement to change the provisions relating to insurance requirements; and WHEREAS, section 16 of the JEPA requires that the agreement can only be amended by unanimous approval of all member jurisdictions. NOW, THEREFORE, BE IT RESOLVED by the Livermore City council that the Mayor is authorized to sign Amendment #1 to the Livermore/Amador Valley Transit Authority Joint Exercise of Powers Agreement, a copy of which is on file in the Office of the city Clerk. APPROVED AS TO FORM: ~ On motion of Councilmember Brown , seconded by Councilmember Bartoli , the foregoing Resolution was passed and adopted this 13th day of June , 1988, by the following vote: AYES: COUNCILMEMBERS Vargas,Brown,Wieskamp,Bartoli & Mayor Turner. NOES: NONE ABSENT: NONE RESOLUTION NO. 155-88 ( ( ATTEST: @~ ~/~ - CITY CLERK o ~5 ()-f ,J, / r' :)" fI -2- LIVERMORE, CALIFORNIA RESOLUTION NO. 155-88 ;It ~ .!74 AMENDMENT 1 (1987) TO LIVERMORE/AMADOR VALLEY TRANSIT AUTHORITY JOINT EXERCISE OF POWERS AGREEMENT The LIVERMORE/AMADOR VALLEY TRANSIT AUTHORITY Joint Exercise of Powers Agreement entered into as of the fifth day of May, 1985, by and between COUNTY OF ALAMEDA, the CITY OF DUBLIN, the CITY OF LIVERMORE, and the CITY OF PLEASANTON is amended to provide as follows: 1. section 11 Insurance: A. Authority shall maintain insurance coverage in at least the following amounts and each member jurisdiction shall be named as an additional primary insured: Public Liability General Bodily Injury General Property Damage or Combined Single Limit on Bodily Injury and Property Damage Liability $1,000,000 per occurrence $1,000,000 per occurrence $1,000,000 per occurrence Vehicle Liability Bodily Injury $1,000,000 per occurrence Property Damage or $ 250,000 per occurrence Combined Single Limit on Bodily Injury and Property Damage Liability $1,000,000 per occurrence B. Authority shall require the Maintenance and Operation Contractor, at 'its sole cost and expense to maintain in full force and effect comprehensive general liability insurance with 1 /)1 (b,f l,/ r rt ~ t primary coverage of at least $500,000 combined single limit bodily injury and property damage liability. C. Maintenance and Operation Contractor shall also procure and maintain in full force and effect an umbrella liability insurance policy in the amount of $10 million and each member jurisdiction shall be named as an additional primary insured under the comprehensive general liability primary coverage and the umbrella liab~lity coverage. D. Maintenance and Operation Contractor shall provide Authority with vehicle liability insurance with primary coverage of at least $1 million and a separate umbrella liability insurance policy to provide vehicle liability' coverage of an additional $10 million. E. In the event Authority is advised that the Maintenance and Operations Contractor is unable to procure the limits of insurance as set forth above, then in that event Authority shall take immediate steps to procure coverage as outlined in para- graphs B, C, and D above. IN WITNESS WHEREOF, the parties hereto have executed this ( AMENDMENT TO JOINT EXERCISE OF POWERS AGREEMENT by their duly authorized officers and representatives as of the date indicated. Dated: APPROVED AS TO FORM: COUNTY OF ALAMEDA County Counsel Chairman Board of Supervisors ATTEST: Clerk, Board of Supervisors Dated: APPROVED AS TO FORM CITY OF DUBLIN City Attorney By Mayor ATTEST: City Clerk . -,- -2---'----. Dated: (J:::~/1f! E AS TO F ~~~~ City Clerk If-- Dated: APPROVED AS TO FORM City Attorney ATTEST City Clerk CI By Mayor ~g ~ " .r J '- ..:.,,)~.; (', I CITY OF PLEASANTON By Mayor 3 v2Q ~?l-( t"". { VARNI, FRASER, HARTWELL & RODGERS ATTORNEYS AT LAW A ~Ar.ATNERS.""P fNCL.UOtNG PRoFESSIONA'- CCRPOI:J~TIONS 2109 ~CURTH STREET. P. O. BOX Sf' . LtVERMORE. CA 9~!5S0.~S51 . (..115) 447..1222 FlI..E NO: July 10, 1990 703245 ;RECEIVED Peter H. LaChapelle, Esq. Deputy County Counsel County of Alameda 1221 Oak Street, Room 463 Oakland, CA 94612 JUL 11 19~O UYERMOREI AMADOR VALLEY TRANSIT AUTHORITY Re: LIVERMORE-AMADOR VALLEY TRANSIT AUTHORITY JOINT EXERCISE OF POWERS AMENDMENT NO. 1 Dear Pete: ( As you know, I have been asking you to find the above- referenced document previously forwarded to you and which had been signed by the mayors of Livermore, Pleasanton and Dublin. Since your office and the County Administrator's office cannot find the original document, I am including with this letter a new original plus a copy of the old document. Please have the risk manager approve the document, have the original properly executed and return it to me at your earliest convenience. If there are any insurance questions (which was the hang up before), please have your risk manager telephone Ben Fernandes at Cooper and Cook, (415) 846-4423. The Transit Board and the General Manager of the Livermore- Amador Valley Transit Authority are anxious to get this matter concluded. Very truly yours, VARNI, FRASER, HARTWELL & RODGERS KEITH S. FRASER KEITH S. FRASER KSF:br Enclosures Icc: Mr. Vic'Soad, General Manager HAYWARD OFFICE JCfQl[P1f .416 TENNESSE~ ST. PLEASANTON OFFICE 5960 INGt..EWQOO OR. <.277' MAIN STREET r'J o,~ r'" ~6.~.:J' r , AMENDMENT 1 (1987) m LIVERMORE-AMADOR VALLEY TRANSIT AUTHORITY JOINT EXERCISE OF' POWERS AGREEMENT The LIVERMORE-AMADOR VALLEY TRANSIT AUTHORITY Joint Exercise of Powers Agreement entered into as of the fifth day of May, 1985, by and,between COUNTY OF ALAMEDA, the CITY OF nUBLIN, the CITY OF LIVERMORE, and the CITY OF PLEASANTON is amended to provide as follows: 1. Section 11 Insurance: A. Authority shall maintain insurance coverage in at least the following amounts and each member jurisdiction shall be named as an additional primary insured: Public Liabilitv General Bodily Injury General Property Damage or Combined Single Limit on Bodily Injury and Property Damage Liahility S1,000,000 per occurrence 51,000,000 per occurrence $1.000,000 per occurrence Vehicle Liabili~ Bodily Injury Sl,OOO,OOO per occurrence Property Damage or S 250,000 per occurrence Combined Single Limit on Bodily Injury and Property Damage Liability Sl,OOO,OOO per occurrence B. Authority shall require the Maintenance and Operation Contractor, at its sole cost and expense to maintain in full force and effect comprehensive general liability insurance with primary coverage of at least $500,000 combined single limit bodily injury and property damage liability. 31 (L)t I -/1 ~.,( ( C. Maintenance and Operation Contractor shall also procure and maintain in full force and effect an umbrella liability in~urance policy in the amount of S10 million and each member jurisdiction shall be named as an additional primary insured under the compre- hensive general liability primary coverage and the umbrella liability coverage. . . D. Maintenance and Operation Contractor shall proviqe Authority with vehicle liability insurance with primary coverage of at least $1 million and a separate umbrella liability insurance policy to provide vehicle liability coverage of an additional S10 million. E. In the event Authority is advised that the Maintenance and Operations Contractor is unable to procure the limits of insur- ance as set forth above, then in that event Authority shall take immediate steps to procure coverage as outlined in paragraphs B; C and D above. IN WITNESS WHEREOF, the parties hereto have executed this . . Amendment to Joint Exercise of Powers Agreement by their duly ( authorized officers and representatives as of the date indicated. Dated: APPROVED AS'TO FORM: 4"V COUNTY OF ALAMEDA /jo.J ~ Chairman Board of Supervisors County Counsel ATTEST: " Dated: <S~p.gvisors . ...:..~. '1 .~";'o .~... ~ . ~.. ". APPROVED AS TO FORM: CITY OF DUBLIN City Attorney Mayor ATTEST: City Clerk ~ . 3d, ~ ~e)!l I ' (' primary co~erage of at least $500,000 combined single limit bodily injur~ and property damage liBbi~ity. c. Haintenance and Operation Contract~.shall alae procure and maintain in full ferce and effect an umbrell~ liability iDsuran~e policy in the a~ouDt of $10 million and each memb~r juriPGiction shall be named as an additional primary insu~ed under the comprehen~ive general li~ilitl primary coverage And the um~rella liCl):)i11ty coverage. O. Maintenance and Operation Contractor shall provide Authority with veb1cl~ liability insurance with primary coverage of at lea6~ 81 million and a separate umbrella liability ~naurance policy ~o pro~1de vehicle liability coverage of an ~dQitional $10 mi~11on. E. In the event Au~hority ia advised that the Maintenance and opera~1on5 Contraceor is unable to procure the limits of insurance as set !orth above. then in that eVen~ Authority shall ta~e immediate steps to procure co~eraqeas outlined in para- ~rapns B, C, and 0 above. IN WI~NESS WHEREOF, the parties hereto h~ve executed thi~ ~ENDMENT TO JOINT EX2RCIBS OF POWERS AGRE~HENT by their duly authorized. officers and rept'esentatives as of the ~ate indicated. Dated: APPRoVEU AS ~o FORK: COUNTY OF ALAMEDA County Counsel Chairman Board of Sup~rvi5ors A'1"l'EST: Clork. Board of ~upervieorB Oated: Al ~" APPROVED AS TO ~ORM -</ - . .- . .. : ,"."( (/ I'"'). '-. .'1 :, \'"L :.:i..: City Attorn~y . C~_'Dl1TJL_IN : r .~O~~~ ATTEST: ~~C~.~.~ City ClerK 2 , \ ff D~ 0"\)1 '/\ I, \. .. , . ~ \ \. . \ \ , \ ;.~ ~ . ~~ ~a.yO" 1 , I . , \ ~ \ . \ i \ I . , \ , \.. \ ~ " . \ t \ \ ! \ \ i , ~ VARNI, FRASER, HARTWELL & TRUTNER ::2 It .~: I - j 'I Q~~' )' J, '--" ......,.,-' ."=____.' I JUN1 3 2001 ATTORNEYS AT LAW UVEF" . :':-- 'IA~" Tf\;...o.....:..: ~.;~~ '< A PARTNERSHIP INCLUDING PROFESSIONAL CORPORATIONS 2109 FOURTH STREET P.O. BOX 511 LIVERMORE. CALIFORNIA 94550-4551 (925) 447-1222 FAX: (925) 443-7831 tv. YWARD OFFICE 22771 HAl" STREET P.O. lOX 570 HAYWARD. CA 9~S~3 (5101 eea.sooo fAX (5101 538-8797 tiN S. HARTWElL (19Z4-1993) , June 12,2001 703245 Michael Roush, Esq. City Attorney City of Pleasanton Box 520 Pleasanton, CA 94566 Elizabeth Silver City Attorney City of Dublin P. O. Box 2340 Dublin, CA 94568 Dan Sodergren, Esq. Acting City Attorney City of Livermore 1052 South Livermore Avenue Livermore, CA 94550 Richard E. Winnie, Esq. County Counsel County of Alameda 1221 Oak Street Oakland, CA 94612 Re: LIVERMORE-AMADOR VALLEY TRANSIT AUTHORITY AMENDMENT 2 TO JOINT EXERCISE OF POWERS AGREEMENT Ladies/Gentlemen: Enclosed for your records is a copy of Amendment 2 to the Joint Exercise of Powers Agreement (JEP A) signed by the Cities of Livermore, Pleasanton, and Dublin and the County of Alameda. Thank you for your cooperation regarding this matter. Very truly yours, VARNI, FRASER, HARTWELL & TRUTNER KEITH S. FRASER KEITH S. FRASER KSF:br Enclosure cor-Mr. Vic Sood JEPA2any.ltr,wpd &Q.OlE11i171"I tl!fltiW $~ , I , I AMENDMENT 2 (2000) TO LIVERMORE-AMADOR V ALLEY TRANSIT AUTHORITY " JOINT EXERCISE OF POWERS AGREEMENT The LIVERMORE-AMADOR V ALLEY TRANSIT AUTHORITY Joint Exercise of Powers Agreement entered into as of the fifth dayofMay. 1985, and as amended on September 17. 1996, as l\rnendment 1 (1987) by and between COUNTY OF ALAMEDA, the CITY OF DUBLIN. the CITY OF ~rvERMORE, and the CITY OF PLEASANTON is amended to provide as follows: Section 11 Insurance: Authority shall maintain insurance coverage in at least the following amounts and each member msdiction shall be named as an additional primary insured: ( Public Liability General Bodily Injury General Property Damage or Combined Single Limit on Bodily Injury and Property Damage Liability $1,000,000 per occurrence $ 100,000 per occurrence $1,000,000 per occurrence Vehicle Liability Bodily fujury $1.000,000 per person/$l 0,000,000 per occurrence Property Damage or $ 250,000 per occurrence Combined Single Limit on Bodily Injury and Property Damage Liability $10,000.000 per occurrence I , LA V JEP Aamend2,AGT. wpd 3b~ IN WITNESS WHEREOF, the parties hereto have executed this Amendment 2 (2000) to Joint " ':) . i (=.xercise of Powers Agreement by their duly authorized officers and representatives as of the date indicated. Dated: ~1l ~ r 1ro1 , AP~ROVED AS TO FORM: ~k OF ALAMEDA By: Chairman Board of Supervisors :ounty Counsel \.TIEST: . :lerk, Board of Supervisors Dated: .PPROVED AS TO FORM: CITY OF DUBLIN By: Mayor ity Attorney TIEST: ity Clerk Dated: ?PROVED AS TO FORM: CITY OF LIVERMORE By: Mayor ty Attorney ~EST: -:y Clerk 2 LA V JEP Aamend2,AGT. wpd 3'1 ~c'll /. IN WI1NESS WHEREOF, the parties hereto have executed this Amendment 2 (2000) to Joint Exercise of Powers Agreement by their duly authorized officers and representatives as of the date indicated. Dated: APPROVED AS TO FORM: COUNTY OF ALAMEDA :ounty Counsel \ TIEST: :lerk, Board of Supervisors Dated: ~ity Attorney :~A 1Wt M 0 \PPROVED AS TO FORM: ( Dated: .PPROVED AS TO FORM: ~deL ~S;~ ity Attorney CITY OF LIVERMORE By: Mayor TTEST: ity Clerk 2 · LA VJEP Aamend2.AGT wpd ,.29 ~ ,~;!. l'\ IN WITNESS WHEREOF, the parties hereto have executed this Amendment 2 (2000) to Joint I Exercise of Powers Agreement by their duly authorized officers and representatives as of the date indicated. Dated: " APPROVED AS TO FORM: . COUNTY OF ALAMEDA County Counsel By: Chairman Board of Supervisors A TrEST: Clerk, Board of Supervisors Dated: APPROVED AS TO FORM: CITY OF DUBLIN By: Mayor :ity Attorney <\ TrEST: :::ity Clerk Dated: ~: :ity Attorney \3* CITY OF LIVERMORE By:6~//'~~ Mayor \Tr~T: . / ~ {;:late. (/tt{{c{~ ~ity Clerk 2 · LA V J EP Aamcnd2.AGT. wpd / .. Dated: ()C~ /7,0-000 ~PPROVED AS TO FORM: IJ ~ It.L{ ~ t~~..-z :ity Attorney .rrEST ~ ~~ ;y~ ;ity er ~ ( 3q~- ~'~-I 3 · LA V JEP Aamend2.AGT. wpd !.fa 154 AMENDED AND RESTATED JOINT EXERCISE OF POWERS AGREEMENT ESTABLISHING THE LIVERMORE AMADOR VALLEY TRANSIT AUTHORITY THIS AGREEMENT ("Agreement") is made and entered into by and between the County of Alameda, the City of Dublin, the City of Livermore, the City of Pleasant on, and any additional public agency meeting the requirements of Section 5.2 hereof which are or become signatories hereto (collectively hereinafter "Members" and "Member Jurisdictions"). WHEREAS, in 1985, the County of Alameda, the City of Dublin, the City of Livermore and the City of Pleasant on entered into a Joint Exercise of Powers Agreement ("JEP A") creating the Livermore/Amador Valley Transit Authority ("Authority") pursuant to Title 1, Division 7, Chapter 5, Article I (96500, et seq.) of the California Government Code, for the purpose of providing coordinated public transportation services within the Service Area (as herein defined); and WHEREAS, since it was founded in 1985, the Authority's operations have grown significantly; and WHEREAS, in 1987 and 2000, the Member Jurisdictions amended provisions of the JEP A to revise certain insurance requirements; and WHEREAS, the County of Alameda, the City of Dublin, the City of Livermore and the City of Pleasant on now desire to enter into an Amended and Restated Joint Exercise of Powers Agreement to modify and update provisions pertaining to the structure and operation of the Authority. NOW, THEREFORE, the parties mutually agree as follows: ARTICLE I: GENERAL PROVISIONS Section 1.1. Purpose. The purpose of this Agreement is to establish the Authority to provide for the joint exercise of powers common to the Member Jurisdictions to own, manage, operate and maintain a public transportation system in the Service Area. The Member Jurisdictions further desire to jointly exercise such powers to claim, receive and utilize all forms of regionally allocated, State, Federal, or other grants or revenues, including, upon appropriate findings by the Metropolitan Transportation Commission (hereinafter "MTC"), funds under the Transportation Development Act (hereinafter "TDA") (California Public Utilities Code Sections 99207(b) and 99289). Section 1.2. Creation of Transit Authority. There is hereby created the Livermore Amador Valley Transit Authority (hereinafter "Authority") as a separate and distinct public entity from Member Jurisdictions, to administer and implement this Agreement and to exercise the common powers provided herein within the Service Area attached as Exhibit A. ATTACHMENT 2 q I ~ 5/j Section 1.3. Effective Date of Agreement. This Agreement shall become effective when signed by all current Member Jurisdictions and shall supersede the JEP A and any other prior agreements. Section 1.4. Term. This Agreement shall remain in full force and effect so long as two or more Member Jurisdictions remain parties to the Agreement or until it is superseded by a future agreement. ARTICLE II: POWERS Section 2.1. Enumeration of Powers. Subject to the other terms and conditions of this Agreement and any restrictions provided in law, Authority shall have the power to: (a) Own, develop, operate, maintain, and administer a public transportation system, or contract with any person, firm, or public agency to use, manage, or operate such transportation system or portions thereof, for public transit purposes; (b) Make and enter into contracts, including contracts with any person, firm, or public agency, to provide public transportation facilities and services, or to improve such facilities and services. (c) Apply for, receive, and utilize all forms of financial assistance available for public transportation facilities or services, including contributions, grants, allocations, loans, revenues, or other assistance from MTC, State, Federal, or other sources available for the planning, acquisition, construction, maintenance, operation, administration, or other support of such facilities or services; provided that, on behalf of Member Jurisdictions, Authority shall further be empowered to directly apply for, receive, and utilize such financial assistance for which Member Jurisdictions are eligible, including, without limitation, TDA funds. The Member Jurisdictions specifically agree to the following provisions relating to funding: 1) Except as specifically provided by Section 2.2, Member Jurisdictions shall not compete with Authority for TDA public transit funds within the Service Area. 2) In contracting for public transportation services as authorized by sub-section 2.1 (b) hereof, Authority is empowered as part of and in support of such contract and for the term thereof, to commit itself to apply for, receive, and expend TDA and other financial assistance for which Authority may apply under this sub-section 2.1 (b). Member Jurisdictions shall be bound by and carry out such commitment of Authority during the term of such contract, notwithstanding termination of this Agreement, subject to equitable adjustments required by Section 6.9. 3) Member Jurisdictions shall provide such reasonable assurances and perform such reasonable acts, including execution of claims and grant applications, as are reasonably necessary to give effect to this Article. (d) Hire and employ agents and employees, and contract for professional or other consultants and services, and reimburse Member Jurisdictions for the value of services rendered; (e) Adopt By-Laws to further establish and govern the Board of Directors' procedures, substantive responsibilities, and organizational structure; 2 L(d " 54 (t) Enforce all provisions of this Agreement; (g) Sue and be sued in its own name; (h) Levy and collect fees and charges, including administrative and operating costs to third parties who receive the benefit of services from the Authority; (i) Negotiate for, acquire, lease, hold, manage, maintain, control, or dispose of real and personal property, including transportation equipment and facilities; (j) Condemn property in eminent domain proceedings, provided that the Authority obtains the consent of the City Council of any city in which the property is located or the County Board of Supervisors for any property located in an unincorporated area of the County, prior to consideration of the resolution of necessity; (k) Incur debts, liabilities and obligations, which shall not be the debts, liabilities, and obligations of the Member Jurisdictions, or any of them except as provided in Section 5.3; (1) Invest moneys not needed for immediate necessities in accordance with an investment policy adopted by the Board of Directors; (m) Delegate within the limitations of Government Code Section 6508 all or a portion of its functions to an administrative entity for the purpose of program development, policy formulation, or program implementation; (n) Adopt a conflict of interest code; and (0) Do all other reasonable and necessary acts to fulfill the purposes of this Agreement. Section 2.2. Special Transportation Services. (a) Any Member Jurisdiction may provide additional funding to Authority for special public transit transportation services equal to their costs. In that event, Authority will provide enhanced service levels to that Member Jurisdiction in proportion to the additional funding provided. (b) Authority may exercise all or a portion of the powers set forth in Section 2.1 to provide transportation other than for the general public (e.g. elderly, handicapped and other special transportation needs as currently provided for in Livermore, Dublin, and Pleasanton) and will maintain current levels of service. (c) However, notwithstanding any other provision of this Agreement, each Member Jurisdiction may, at its own option, establish and maintain its own program for elderly, handicapped and other special transportation needs. In such event, Authority shall not compete for funding which would otherwise be allocated to that Member. Section 2.3. Restriction on Power. The manner of exercising powers granted Authority by this Agreement shall be subject to the same restrictions as imposed upon the City of Pleasant on in that agency's exercise of similar powers as required by Government Code Section 6509, including but not limited to those restrictions pertaining to public contracts. ARTICLE III: GOVERNANCE Section 3.1. Governing Body. Authority shall be governed by a Board of Directors (hereinafter also known as "Board"). 3 /13 ~ 6Lf Section 3.2. Composition. There shall be seven (7) members of the Board of Directors. Each city Member Jurisdiction shall appoint two (2) regular representatives to the Board of Directors. The County of Alameda shall appoint one (1) regular representative. In the event an additional municipal Member Jurisdiction joins the Authority, the authorized membership of the Board of Directors shall increase by two (2) members and each new Member Jurisdiction shall appoint two (2) regular representatives to serve on the Board of Directors. Section 3.3. Alternates. In addition to their regular representatives, each Member Jurisdiction may appoint one (1) alternate representative to act in the absence of the Member's regular representatives. Section 3.4. Qualifications. Representatives shall be elected members of the governing boards of the Member Jurisdictions. With the exception of the alternate from the County of Alameda, alternates shall be elected members of the governing bodies of the Member Jurisdictions. The alternate from the County of Alameda shall be appointed by the Board of Supervisors. Any Director or alternate Director that is an elected member of the Member Jurisdiction's governing board shall cease to be a Director when such person ceases to hold that office Section 3.5. Selections and Approval. Representatives shall serve solely at the pleasure of the appointing Member Jurisdiction and shall be appointed in a manner established by the Member Jurisdiction. All vacancies on the Board shall be filled by the Member Jurisdiction with thirty (30) days of the effective date of the vacancy or as soon thereafter as the Member Jurisdiction may legally act. Section 3.6. Participation in Decisions Affecting Member Jurisdictions. An elected member of the governing body of a Member Jurisdiction shall not be prohibited by reason of such office from also participating as a representative to the Board of Directors of Authority while it is considering or acting upon a contract, lease, or other transaction with such Member Jurisdiction. Section 3.7. Committees. The Board of Directors shall establish such committees, either standing or ad hoc, as it deems necessary and appropriate to assist the Authority in carrying out the purposes of the Agreement. The establishment of standing committees, as well as their composition, method of appointment, governance, role and purpose, shall be designated in the By-Laws of the Authority as adopted by the Board. Section 3.8. Meetings. All meetings of the Board of Directors shall be public meetings unless a specified closed session is held in accordance with the Ralph M. Brown Act (California Government Code Section 54950 et seq.) ("Brown Act"). The Board shall hold regular meetings at such dates and times as are fixed pursuant to a procedure that shall be established by the By- Laws. Special meetings and emergency meetings of the Board of Directors may be called in accordance with State law and pursuant to the By-Laws. All meetings of the Board of Directors, including without limitation, regular, adjourned regular, and special meetings, shall be called, noticed, held and conducted in compliance with the provisions of the Brown Act. 4 tJ'-I?f 5Lf Section 3.9. Quorum. Four (4) members of the Board of Directors, with the authority to exercise at least five (5) votes, shall constitute a quorum for the transaction of business at meetings of the Board of Directors Section 3.10. Voting. Each representative to the Board of Directors shall have one vote, except that in the absence of a regular or alternate representative of a city Member Jurisdiction at a meeting of the Board of Directors, the other Section 3.11. Board Action. Except as specifically limited by Subsection 3.11(a) and (b) of this Agreement, four (4) affirmative votes of the Board of Directors shall be required to act upon any matter. (a) Matters Requiring 14 Days' Notice and Notice to Member Jurisdiction. The following actions shall require five (5) votes for approval and shall not be passed until at least 14 days after their introduction at a Board of Directors meeting. When any of the following actions are altered after introduction, they shall not be effective until at least fourteen days after their passage. Good faith compliance with the notice requirements of Section 6 shall be deemed to constitute sufficient notice to Member Jurisdictions. Any objection to notice shall be made within 14 days of the action. 1) Adoption or amendment of By- Laws. 2) Designation ofthe Authority Treasurer as provided in sub-section 4.2. 3) Approval of any budget actions requiring increased amounts to be paid by any Member Jurisdiction over and above approved budget appropriations, and modification of the Member Jurisdictions' contributions to the Authority. (b) Permanent Changes in Routes. Any permanent change in regularly scheduled bus routes requires four votes of the Board of Directors including all of the votes of the jurisdiction in which the change would occur. Examples of changes in bus routes subject to the limitations of this section include changes in frequencies, changes in location of bus routes, and changes in location of bus stops. Emergency changes in bus routes necessitated by street closures and other unanticipated events may be implemented as appropriate but shall be brought to the Board for its review at the next regularly scheduled Board meeting. ARTICLE IV: ADMINISTRATION Section 4.1. Executive Director. The Board of Directors shall appoint and employ an Executive Director, who shall serve at the pleasure of the Board. In lieu of an Executive Director, the Board may contract for such management services. At the direction of the Board, the Executive Director shall work with such committees as may be established and designated for this purpose. The Executive Director shall be responsible for: (a) Authority management, strategic planning, financial management, personnel, and implementation of the Board-adopted annual work program and budget; (b) Translating Board of Directors policies into operating directives, procedures and rules; 5 4!S 164 (c) Day-to-day personnel matters and for the hiring and firing of subordinate staff members; (d) Obtaining funds for transit services and Authority operations through grants and other financial resources; (e) Preparing an annual budget for presentation to the Board of Directors for adoption; (f) Providing the Board of Directors with data necessary to adopt Authority policies and advising the Board of Directors on transit matters; (g) Negotiating, administering and monitoring contracts for transit services; (h) Procuring necessary facilities, equipment and supplies for the Authority's administration and operation; (i) Coordinating the Authority's services with other transit agencies, and representing the Authority with other agencies, both public and private, and the general public; and (j) Preparation of an annual report describing the results of program implementation, transportation surveys, and other information including the successes in attaining the goals and objectives to advance the purpose of the Authority. Section 4.2. Treasurer and Auditor. The Board of Directors shall: (a) Appoint a Treasurer and an Auditor pursuant to California Government Code Section 6505.5; or (b) Appoint one of its officers or employees to either or both positions pursuant to California Government Code Section 6505.6. Such offices may be held by separate officers or employees or combined and held by one officer or employee. Section 4.3. Legal Counsel. The Board of Directors may appoint legal counsel to represent the Authority. Section 4.4. Staff. The Board of Directors may create or approve the creation of staff positions, or make other arrangements as it deems advisable, to meet Authority's administrative support services needs, such as, but not limited to, clerical and reception. Staff positions shall be filled by the Executive Director and staff members shall serve at the pleasure of the Executive Director. Section 4.5. Non-Liability of Member Jurisdictions. None of the officers, agents, or employees directly employed by the Authority shall be deemed, solely by reason of their employment by the Authority, to be employed by any Member Jurisdiction. All of the privileges and immunities from liability; exemptions from laws, ordinance and rules; and pension, relief, disability, workers' compensation, and other benefits which apply to officers, agents, or employees of Member Jurisdictions shall apply to Member Jurisdictions' officers, agents and employees to the same degree and extent while they are engaged in the performance of any function or duty for the Authority as when engaged in such functions or duties for their Member Jurisdictions. Except as expressly provided for in this Agreement, nothing contained in this Article IV is intended to nor shall it restrict or limit the rights or abilities otherwise available to the Authority to enter into agreements or other arrangements with any Member Jurisdiction in accordance with the terms and conditions of this Agreement and the By-Laws regarding the use of employees of the Member Jurisdictions in the operations and activities of the Authority. 6 1-1 h <<;f ?^Lj Section 4.6. Indemnification. The Authority shall defend, indemnify and save harmless each Member Jurisdiction and its respective councilmembers, officers, agents and employees, from all claims, losses, damages, costs, injury and liability of every kind, nature and description directly or indirectly arising from the Authority's performance of its powers, duties and responsibilities under this Agreement. Section 4.7. Insurance. The Authority shall acquire and keep in force such insurance policies with coverage and limits sufficient to protect the Authority and its Member Jurisdictions for claims for damages arising from the activities of the Authority, its Board of Directors, officers and employees. It is the intent of this Section that the policies of insurance described herein include coverage for automobile liability, comprehensive general liability, public officials errors and omissions, workers' compensation and such excess liability and other perils as the Board of Directors shall from time to time direct, and that the coverage limits of these policies be maintained at levels as the Board of Directors shall from time to time direct. Each Member Jurisdiction shall be named an "additional insured" on the liability coverages or shall receive equivalent treatment or status under the Authority's insurance program. ARTICLE V: CHANGES TO MEMBERSHIP AND FORM Section 5.1. Termination and Dissolution. This Agreement shall be deemed terminated and the Authority shall be dissolved when only one Member Jurisdiction continues to participate or when all Member Jurisdictions choose to terminate it. If Authority has, as permitted by sub- section 2.1 (b), executed a long-term contract for public transportation services which cannot be canceled or divided except for cause and which includes a commitment to claim and expend financial assistance for the period of such contract, then Authority may not be dissolved during the term of such contract unless reasonable alternate terms can be negotiated with the other party to the long-term contract. Section 5.2. New Members. Upon the unanimous consent of the Member Jurisdictions, as evidenced by resolutions adopted by each Member Jurisdiction amending the Agreement and designating a revised Service Area, any public entity shall be admitted to Authority as a voting Member Jurisdiction, provided that new Members shall first execute a copy of this Joint Exercise of Powers Agreement and agree to be bound by their terms and the terms of any other agreements to which Authority is party. Section 5.3. Individual Member Withdrawal. A Member Jurisdiction may terminate its participation in and withdrawal from this Agreement and Authority at any time, provided that such Member shall give one year's prior written notice of such termination to Authority and other Member Jurisdictions. Notice of termination may be rescinded upon written notice to Authority any time before the effective date of termination, provided, however, that the Board must approve such rescission. (a) If Authority has, as permitted by sub-section 2.1 (c), executed a long-term contract for public transportation services which is based on the assumption that the terminated Member Jurisdiction will claim and expend, on behalf of such service, public transportation financial assistance for which it is eligible, the terminated Member 7 47 i 5Lt Jurisdiction shall be bound by such commitment. If equitably required, the terminated Member Jurisdiction shall not claim, but instead shall assist Authority to claim, such financial assistance during the remaining term of such contract. If possible, Authority will cooperate to arrange an equitable division of the obligations and benefits of said contract. (b) A terminated Member Jurisdiction shall continue to provide assurances and perform acts as required by Section 2.1 of this Agreement. During the term of such contract, Authority shall provide a terminated Member Jurisdiction public transportation services within the terminated Member's area on a fair and equitable basis in proportion to the financial assistance received by Authority which is traceable to such terminated Member Jurisdiction. ARTICLE VI: FINANCES Section 6.1. Fiscal Year. The fiscal year for Authority shall be from July 1 to June 30 of the following year. Section 6.2. Property Custodian. The Authority's Treasurer/Auditor and Executive Director shall have charge, handle, and/or have access to any money, property and assets of Authority. Section 6.3. Official Bond Required. Pursuant to Government Code Section 6505.1, the Authority shall require the Treasurer/Auditor and Executive Director to file an official bond in an amount of at least Five Hundred Thousand Dollars ($500,000). The actual cost of such bonds shall be a proper charge against the Authority. Section 6.4. Responsibilities of the Treasurer. The Treasurer is designated as the depository for Authority and is to have custody of all funds of Authority from whatever source. (a) As depository, the Treasurer shall comply with the duties and responsibilities ofthe office or offices as set forth in subdivisions (a) to (d), inclusive, of Government Code Section 6505.5, as may be amended from time to time: 1) Receive and receipt for all money of the agency or entity and place it in the treasury of the Treasurer so designated to the credit of the agency or entity. 2) Be responsible, upon his or her official bond, for the safekeeping and disbursement of all agency or entity money so held by him or her. 3) Pay, when due, out of money of the agency or entity held by him or her, all sums payable on outstanding bonds and coupons of the agency or entity. 4) Pay any other sums due from the agency or entity from agency or entity money, or any portion thereof, only upon warrants of the public officer performing the functions of auditor or controller who has been designated by the Agreement. (b) The Treasurer shall also: 1) Maintain all financial books and records necessary to conduct the business of Authority; 2) Invest any surplus funds not needed for immediate necessities of the Authority as the Board of Directors deems advisable; provided that such investments 8 48 ~ 91 shall be in the same manner and upon the same terms and conditions as other local entities' investments in accordance with Government Code Section 53601; and 3) Develop periodic reports to the Board of Director and the Executive Director regarding receipts, disbursements and the financial condition of the Authority. Section 6.5. Audit. There shall be strict accountability of all Authority funds. The Authority's Auditor shall: (a) Report all receipts and disbursements to Authority; and (b) Make or contract with an independent certified public accountant to make an annual audit of Authority pursuant to requirements of Government Code Section 6505; and (c) Provide copies of the annual audit to all Member Jurisdictions and the Alameda County Auditor. Section 6.6. Budget. A procedure for adoption of an annual budget may be set forth in the By- Laws of Authority. If a procedure is not set forth in the By-Laws, the Executive Director annually shall prepare a budget for the Authority setting forth anticipated expenses, financing sources and proposed service levels and programs necessary to carry out the purposes of this Agreement. The Executive Director shall recommend the budget to the Board of Directors for approval after reviewing same with any committee the Board may establish and designate for this purpose. In the event the budget contemplates revenue in the form of monetary contributions from the Member Jurisdictions, the budget shall be submitted to each jurisdiction for approval. Section 6.7. Contributions by Member Jurisdictions. No Member Jurisdiction shall be required to contribute any money from its general fund or other locally-controlled funds to Authority unless first approved by the governing body of such Member Jurisdiction. As permitted at Section 2.2, any Member Jurisdiction may provide additional funding for specified transportation services which the Authority is authorized to provide. In that event, Authority will provide enhanced service levels to the contributing Member Jurisdiction in proportion to the additional funding provided. Section 6.8. Service Allocation. In order to insure that service is reasonably distributed among city Member Jurisdictions, the allocation of service hours for each city Member Jurisdiction shall be in accordance with the following formula: Service Hour Allocation = Population of Member Jurisdiction/Total Service Area Population Population for the purposes of this formula shall be the most recent annual population estimates from the State Department of Finance. However, when selecting service levels, the Board may also consider other relevant factors such as bus miles traveled, fare box revenues received, ridership, number of stops, average speed, local geography and the impact of regional 9 LfCJ 0;{ s~ destinations and percentage of residential population within one quarter mile of a bus route. Service levels shall not differ by more than 15% from population-based allocations, unless approved by a vote of the Board of Directors that includes the affirmative votes of any city Member Jurisdiction whose Service Hour Allocation will be more than 15% less than the population-based allocation. In addition, the Board may, by an action meeting the requirements of Section 3.11(a), exempt any route or project from inclusion in the Service Hour Allocation until such time as the Board, by means of an action also meeting the requirements of Section 3 .11 (a), lifts such exemption.] Section 6.9 Disposition of Surplus Money and Property. This Section shall apply to distribution by Authority of its surplus money or acquired property. This Section shall not affect the sale, transfer, or other disposition of property or money by Authority in the ordinary course of its activities necessary to fulfill the purposes of this Agreement. (a) Successor Public Entitv. Ifby law another public entity has been created or designated to assume responsibility for providing public transportation services within all or substantially all of the Service Area of Authority, with the unanimous approval of the Member Jurisdictions the surplus money and acquired property of Authority may be transferred to such public entity upon its assumption of all (monetary) liabilities of Authority, and Authority shall thereafter terminate. (b) Withdrawal of Member Jurisdiction. Upon withdrawal of one or more Member Jurisdictions as provided in Section 5.3, the acquired property and surplus money of Authority shall be distributed to the withdrawing Members in proportion to the aggregate of that Member's contributions to Authority and TDA funds claimed by Authority on behalf of such Member Jurisdiction. To facilitate such distribution, property may be distributed in kind or reduced to cash by sale. Any distribution of cash, including surplus moneys, to a Member Jurisdiction in excess of its actual contributions to Authority shall be first approved by MTC. If Member Jurisdictions cannot agree upon the valuation of acquired property or upon their distributive shares, the disagreement shall be referred to a panel of three referees for decision. One referee shall be appointed by the Member(s) disputing the valuation or disposition. One referee shall be appointed by the Member(s) supporting the valuation or distribution. One referee shall be appointed by the two referees first appointed. The decisions ofthe referees shall be final and binding upon the Member Jurisdictions. ARTICLE VII: MISCELLANEOUS Section 7.1. Governing Law. This Agreement is made under the Constitution and laws ofthe State of California and is to be so construed. Section 7.2. Amendment. This Agreement may be amended from time to time by the unanimous written approval of all Member Jurisdictions. Such amendment shall take effect upon the approval ofthe last Member Jurisdiction. Copies of any amendments shall be filed with the Secretary of State in accordance with Government Code Section 6503.5 10 150 ~r ~ Lt t'g Section 7.3. Severability. Should any part, term, portion, or provision of this Agreement be finally decided to be in conflict with any law of the United States or of the State of California, or otherwise be unenforceable or ineffectual, the validity of the remaining parts, terms, portions, or provisions of this Agreement shall be deemed severable and shall not be affected thereby, provided that such remaining parts, terms, portions, or provisions can be construed in substance to constitute the Agreement that the Member Jurisdictions intended to enter into in the first instance. Section 7.4. Execution in Counterparts. This Agreement and any amendments may be executed in counterparts, each of which shall be deemed an original but all of which shall constitute one and the same Agreement or amendment. Section 7.5. Successors. This Agreement shall be binding upon and inure to the benefit of any successors or assigns of the Member Jurisdictions. IN WITNESS WHEREOF, the parties hereto have executed this Amended and Restated Joint Exercise of Powers Agreement Establishing the Livermore Amador Valley Transit Authority by their duly authorized officers and representatives as of the date indicated. COUNTY: Dated: COUNTY OF ALAMEDA APPROVED AS TO FORM: By: President, Board of Supervisors County Counsel ATTEST: Clerk, Board of Supervisors DUBLIN: Dated: CITY OF DUBLIN APPROVED AS TO FORM: By: Mayor City Attorney ATTEST: 11 ? I j 5'1 City Clerk 12 LIVERMORE: CITY OF LIVERMORE By: Mayor ATTEST: City Clerk PLEASANTON: CITY OF PLEASANTON By: Mayor ATTEST: City Clerk APPROVED AS TO FORM: City Attorney APPROVED AS TO FORM: City Attorney 13 62164 RESOLUTION NO. - 08 83 't5Y A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DUBLIN '********* AUTHORIZING EXECUTION OF THE AMENDED AND REST A TED JOINT EXERCISE OF POWER AGREEMENT WITH THE LIVERMORE / AMADOR VALLEY TRANSIT AUTHORITY (LAVTA) WHEREAS, the City of Dublin entered into a Joint Exercise of Power Agreement ("Agreement") with the cities of Livermore and Pleasanton and the County of Alameda in May of 1985 which created the Livermore/Amador Valley Transit Authority ("the Authority"); and WHEREAS, the Agreement was amended in 1988 and in 2000 to reVIse the Insurance requirements; and WHERAS, on May 20, 2008, the City Council approved a draft of the Amended and Restated Joint Exercise of Powers Agreement establishing the Livermore Valley Transit Authority; and WHEREAS, the Authority has since requested that the City Council consider and approved a revised version of the Restated Agreement due to a change in Section 3.11 (b) of the Agreement; WHEREAS, the Authority is desirous of amending and restating the Agreement to facilitate the smooth operation of the Authority and its Board and to bring it in line with the Authority's current practices; and WHEREAS, Section 16 of the Agreement provides that the Agreement may only be amended by unanimous approval of all member jurisdictions. NOW, THEREFORE BE IT RESOLVED that the City Council of the City of Dublin does hereby approve the Amended and Restated Joint Exercise of Powers Agreement Establishing the Livermore/Amador Valley Transit Authority, as revised and attached to the accompanying staff report, and does hereby authorize the Mayor to execute said Amended and Restated Joint Exercise of Powers Agreement. PASSED, APPROVED AND ADOPTED this_day of August, 2008. AYES: NOES: ABSENT: ABSTAIN: Mayor Attachment 3 ATTEST: 54 of SLf (I City Clerk G:\Chris\LA VT A \August 19 2008 Resolution re Amended and Restated JEP A {F1NAL).DOC