reglab/statecodes huggingface dataset:
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99263.

99263. An approved claim may include an amount to pay the principal and interest on bonds of the applicant for a public transportation system.
This section shall not be construed as an authorization to any applicant to pledge revenues received from the county’s local transportation fund, unless approved by the voters of the county under Article 7 (commencing with Section 99320) of this chapter.
(Added by Stats. 1971, Ch. 1400.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99264.

99264. An operator shall not be eligible for allocation under this article if it routinely staffs with two or more persons a vehicle for public transportation purposes designed to be operated by one person.
(Added by renumbering Section 99266.7 by Stats. 1979, Ch. 161.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99266.

99266. No moneys may be allocated to an operator whose claim includes funds for an increase in operating budget in excess of 15 percent above the preceding year or substantial increase or decrease in scope of operations or capital budget provisions for major new fixed facilities, unless the operator’s claim is accompanied by statements, reports, and such other supporting data as may be reasonably required to substantiate such change.
(Amended by Stats. 1972, Ch. 1408.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99267.

99267. If an operator ceases operations, any capital acquisitions made by that operator from funds allocated to it pursuant to this article may be transferred to any claimant to provide transportation services under this chapter.
(Added by Stats. 1989, Ch. 630, Sec. 7.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99268.

99268. The expenditure of the funds received under this article by an operator may in no year exceed 50 percent of the amount required to meet operating, maintenance, and capital and debt service requirements of the system after deduction therefrom of approved federal grants estimated to be received and funds estimated to be allocated pursuant to Section 99314.5.
Notwithstanding the 50-percent limitation, the amount budgeted for capital requirements in any year or other period up to five years, less the amount of federal and other state funds granted or approved therefor, may be allocated and expended for capital improvements to a grade-separated mass transit system, if construction of such facilities has been found to be not inconsistent with the regional transportation plan of the transportation planning agency. Within such five-year period, the transportation planning agency may order the amount of the allocation in any year to be set aside and accumulated for accomplishment of the particular project.
(Amended by Stats. 1979, Ch. 161.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99268.1.

99268.1. Commencing with claims for the 1980–81 fiscal year, an operator that was in compliance with Section 99268 during the 1978–79 fiscal year in order to be eligible for funds under this article shall be eligible for such funds in any fiscal year, if it remains in compliance with that section during the fiscal year. The determination of compliance for any fiscal year shall be made in the same manner as the determination was made for the 1978–79 fiscal year, except for the exemption provided under Section 99267.5. An allowance for depreciation shall be made in the same manner as provided in the 1978–79 fiscal year.
For purposes of this section, an operator granted a waiver from the requirements of Section 99268 pursuant to Section 99268.8, as it read on January 1, 1979, shall not be deemed in compliance with that section.
(Amended by Stats. 1980, Ch. 1124, Sec. 1.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99268.2.

99268.2. In the case of an operator required to be in compliance with Section 99268 under Section 99268.1, the operator may be allocated additional funds that could not be allocated to it because of those requirements, if it maintains, for the fiscal year, a ratio of fare revenues to operating cost, as defined by subdivision (a) of Section 99247, at least equal to one-fifth if serving an urbanized area or one-tenth if serving a nonurbanized area.
(Amended by Stats. 2015, Ch. 716, Sec. 4. (SB 508) Effective January 1, 2016.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99268.20.

99268.20. (a) Notwithstanding any other law and except as specified in subdivision (b), Sections 99268, 99268.1, 99268.2, 99268.3, 99268.4, 99268.5, 99268.6, 99268.7, 99268.8, 99268.9, 99268.11, 99268.12, 99268.16, 99268.17, 99268.18, 99268.19, 99269, 99270.1, 99270.2, 99270.5, and 99270.6 do not apply to an operator for a fiscal year in which the operator expended from local funding an amount for transit operations not less than the amount the operator expended from local funding for transit operations during the 2018–19 fiscal year. As used in this subdivision, “local funding” means any nonstate grant funds or other revenues generated by, earned by, or distributed to, an operator.
(b) (1) For purposes of verifying the expenditures described in subdivision (a), the Controller may request fiscal data from the operator or conduct an audit of the operator.
(2) Notwithstanding subdivision (a), if the operator fails to comply with the Controller’s request for fiscal data within 120 days of receiving the request, as determined by the Controller, the sections listed in subdivision (a) apply to the operator.
(3) Notwithstanding subdivision (a), if the Controller, through an audit of the operator, determines that the operator did not meet the requirements of subdivision (a), the sections listed in subdivision (a) apply to the operator.
(4) An operator to which the sections listed in subdivision (a) apply pursuant to paragraph (2) or (3) shall reimburse the state for any funds spent unlawfully.
(c) The Controller shall not require an operator to which the sections listed in subdivision (a) do not apply pursuant to subdivision (a) to report data submitted or collected only for purposes of complying with those sections.
(d) (1) On or before November 30, 2025, the department shall submit a report to the Legislature on the revenue vehicle hours, ridership, and passenger mile impacts on the services offered by operators to which the sections listed in subdivision (a) do not apply pursuant to subdivision (a).
(2) A report to be submitted pursuant to paragraph (1) shall be submitted in compliance with Section 9795 of the Government Code.
(e) This section shall become inoperative on July 1, 2026, and, as of January 1, 2027, is repealed.
(Added by Stats. 2021, Ch. 81, Sec. 9. (AB 149) Effective July 16, 2021. Inoperative July 1, 2026, by its own provisions. Repealed as of January 1, 2027, by its own provisions.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99268.3.

99268.3. (a) In the case of an operator that is serving an urbanized area, and that was eligible for funds under this article during the 1978–79 fiscal year even though not required to be in compliance with Section 99268 or that commenced operation after that fiscal year, the operator shall be eligible for those funds in any fiscal year, commencing with claims for the 1980–81 fiscal year, if it maintains, for the fiscal year, a ratio of fare revenues to operating cost, as defined by subdivision (a) of Section 99247, at least equal to one-fifth.
(b) In the case of an operator that is serving an urbanized area, and that was in operation during the 1978–79 fiscal year even though not then eligible for funds under this article, but that has since become eligible for those funds, the operator shall be eligible for the funds in any fiscal year, commencing with the 1980–81 fiscal year, if it complies with either of the following:
(1) The requirements of Section 99268.
(2) The requirements of subdivision (a).
(Amended by Stats. 2015, Ch. 716, Sec. 5. (SB 508) Effective January 1, 2016.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99268.4.

99268.4. In the case of an operator that is serving a nonurbanized area, and that was eligible for funds under this article during the 1978–79 fiscal year even though not required to be in compliance with Section 99268 or that commenced operation after that fiscal year, the operator shall be eligible for those funds in any fiscal year, commencing with claims for the 1980–81 fiscal year, if it maintains, for the fiscal year, a ratio of fare revenues to operating cost, as defined by subdivision (a) of Section 99247, at least equal to one-tenth.
(Amended by Stats. 2015, Ch. 716, Sec. 6. (SB 508) Effective January 1, 2016.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99268.5.

99268.5. (a) Commencing with claims for the 1980–81 fiscal year, no funds shall be allocated under this article in any fiscal year to an operator providing services using vehicles for the exclusive use of elderly and disabled persons, unless the operator maintains, for the fiscal year, a ratio of fare revenues to operating cost, as defined by subdivision (a) of Section 99247, for those services at least equal to one-tenth or to the ratio it had for those services during the 1978–79 fiscal year, whichever is greater.
(b) Notwithstanding subdivision (a), an operator which provides both exclusive transportation services for elderly and disabled persons and regular scheduled public transportation services may be allocated funds under this article for the exclusive service if the combined services qualify under Section 99268.1, 99268.2, 99268.3, or 99268.4, as the case may be, and the ratio of fare revenues to operating cost for the combined service shall not be less than the ratio required in order to make allocations to the operator for its regular scheduled services.
(c) In a county which had less than 500,000 population as determined by the 1970 federal decennial census and more than 500,000 in population as determined by the 1980 or 1990 federal decennial census, an operator in the county shall maintain a ratio of fare revenues to operating cost, as defined by subdivision (a) of Section 99247, at least equal to one-fifth if serving an urbanized area or one-tenth if serving a nonurbanized area.
(Amended by Stats. 2012, Ch. 769, Sec. 15. (AB 2679) Effective January 1, 2013.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99268.6.

99268.6. (a) If a joint powers entity providing public transportation services was funded at any time under this article and is subsequently dissolved, any succeeding entity providing such services shall not be eligible for funding, unless it conforms to Section 99268.1, 99268.2, 99268.3, 99268.4, 99268.5, or 99268.9, as the case may be, which applied to its predecessor.
(b) Except a city or a county filing a claim pursuant to Section 99260.7, no public agency providing public transportation services, after withdrawing from, or while remaining in, a joint powers entity providing public transportation services, shall be eligible for funding under this article, unless it conforms to Section 99268.1, 99268.2, 99268.3, 99268.4, or 99268.9, as the case may be, that the joint powers entity is required to conform with in order to be eligible for such funding at the time the public agency commences its public transportation services. The public agency is an operator and shall be subject to Section 99268.9.
(Amended by Stats. 1979, Ch. 1002.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99268.7.

99268.7. Any unallocated funds resulting from the limitations of Section 99268 may be used for capital intensive transit-related improvements. Every effort shall be made to obtain federal funds for the purposes of this section. Such improvements shall include, but not be limited to, park-and-ride lots, terminal facilities, bus waiting shelters, exclusive lanes for buses, and the acquisition of vehicles and rolling stock for replacement purposes.
(Amended by Stats. 1979, Ch. 161.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99268.8.

99268.8. The required ratios of fare revenues to operating cost prescribed by this article shall not apply to an extension of public transportation services until two years after the end of the fiscal year in which the extension of services was put into operation. As used in this section, “extension of public transportation services” includes additions of geographical areas or route miles, or improvements in service frequency or hours of service greater than 25 percent of the route total, or the addition of new days of service, and for transit service claimants also includes the addition of a new type of service, such as van, taxi, or bus.
Within 90 days after the end of the first year of implementation, the operator shall submit to the transportation planning agency, the county transportation commission, or the San Diego Metropolitan Transit Development Board having jurisdiction over it, a report on the extension of public transportation services, including, but not limited to, the area served, the revenues generated, and the cost to provide the extended services.
(Amended by Stats. 1986, Ch. 1399, Sec. 2. Operative July 1, 1987, by Sec. 6 of Ch. 1399.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99268.9.

99268.9. (a) (1) Except as otherwise provided in subdivision (b), if an operator was allocated funds under this article during a fiscal year in which it did not maintain the required ratio of fare revenues to operating cost, the operator’s eligibility to receive moneys from the local transportation fund and allocations pursuant to Sections 99313.3 and 99314.3 shall be reduced during a subsequent penalty year by the amount of the difference between the required fare revenues and the actual fare revenues for the fiscal year that the required ratio was not maintained. The penalty year shall be the fiscal year that begins one year after the end of the fiscal year during which the required ratio was not maintained.
(2) An operator subject to this subdivision shall demonstrate to the transportation planning agency, the county transportation commission, or the San Diego Metropolitan Transit Development Board how it will achieve the required ratio of fare revenues during any penalty year.
(b) The first fiscal year for which an operator does not maintain the required ratio of fare revenues to operating cost is deemed a grace year, and shall not result in any penalty nor loss of eligibility for funds under this article.
(c) (1) Notwithstanding subdivision (a), a transportation planning agency, county transportation commission, or the San Diego Metropolitan Transit Development Board shall not impose the penalty described in subdivision (a) on an operator that does not maintain the required ratio of fare revenues to operating cost during the 2019–20, 2020–21, 2021–22, 2022–23, 2023–24, 2024–25, or 2025–26 fiscal year.
(2) This subdivision shall become inoperative on January 1, 2027.
(Amended by Stats. 2023, Ch. 54, Sec. 7. (SB 125) Effective July 10, 2023.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99268.11.

99268.11. Sections 99268.3, 99268.4, and 99268.9 may be waived by the transportation planning agency with respect to an operator during any fiscal year in which both of the following occurred, if the waiver is necessary to enable the operator to provide vital public transportation services:
(a) The operator sustained two separate work stoppages for 15 days or longer due to labor disputes.
(b) At least one of the work stoppages was not related to a labor dispute with the operator.
(Added by Stats. 1984, Ch. 115, Sec. 4. Effective May 10, 1984.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99268.12.

99268.12. Notwithstanding Sections 99268.2 and 99268.3, the transportation planning agency or the county transportation commission may set the required ratio of fare revenue to operating cost at not less than three-twentieths for an operator in a county with a population of 500,000 or less and serving an urbanized area where funds may be allocated under Article 8 (commencing with Section 99400). Prior to setting the required ratio, the transportation planning agency or the county transportation commission shall make findings specifying the reasons for its action.
(Amended by Stats. 1987, Ch. 56, Sec. 157.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99268.16.

99268.16. Notwithstanding subdivision (a) of Section 99247, the costs of providing ridesharing services are excluded from operating costs.
(Added by Stats. 1986, Ch. 1143, Sec. 2.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99268.17.

99268.17. (a) Notwithstanding subdivision (a) of Section 99247, all of the following costs shall be excluded from the definition of “operating cost” for the purposes of calculating any required ratios of fare revenues to operating cost specified in this article:
(1) The operating costs required to provide comparable complementary paratransit service as required by Section 37.121 of Title 49 of the Code of Federal Regulations, pursuant to the federal Americans with Disabilities Act of 1990 (42 U.S.C. Sec. 12101 et seq.), as identified in the operator’s paratransit plan pursuant to Section 37.139 of Title 49 of the Code of Federal Regulations.
(2) Cost increases beyond the change in the Consumer Price Index for all of the following:
(A) Fuel.
(B) Alternative fuel programs.
(C) Power, including electricity.
(D) Insurance premiums and payments in settlement of claims arising out of the operator’s liability.
(E) State and federal mandates.
(3) Startup costs for new services for a period of not more than two years.
(4) Costs required to operate demand-response and microtransit services that expand access to transit service beyond fixed route corridors. For purposes of this paragraph, “microtransit” has the same meaning as in Section 99314.6.
(5) Costs of funding or improving payment and ticketing systems and services.
(6) Costs of security services and public safety contracts.
(7) Any expense greater than the actuarially determined contribution associated with pensions and other post-employment benefits as required by Governmental Accounting Board Statement Numbers 68 and 75.
(8) Costs of planning for improvements in transit operations, integration with other operators and agencies, transitioning to zero-emission operations, and for compliance with state and federal mandates.
(b) The exclusion of costs from the definition of operating costs in subdivision (a) applies solely for the purpose of this article and does not authorize an operator to report an operating cost other than as defined in subdivision (a) of Section 99247 or a ratio of fare revenue to operating cost other than as that ratio is described elsewhere in this article, to any of the following entities:
(1) The Controller pursuant to Section 99243.
(2) The entity conducting the fiscal audit pursuant to Section 99245.
(3) The entity conducting the performance audit pursuant to Section 99246.
(Amended by Stats. 2021, Ch. 81, Sec. 7. (AB 149) Effective July 16, 2021.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99268.18.

99268.18. The exclusions contained in Sections 99268.10, 99268.16, and 99268.17 shall not be applicable for purposes of determining an operator’s compliance with Section 99268.
(Amended by Stats. 1993, Ch. 800, Sec. 2. Effective January 1, 1994.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99268.19.

99268.19. If fare revenues are insufficient to meet the applicable ratio of fare revenues to operating cost required by this article, an operator may satisfy that requirement by supplementing its fare revenues with local funds and calculating all free and reduced transit fares at their current full retail value. As used in this section, “local funds” means any nonstate grant funds or other revenues generated by, earned by, or distributed to an operator.
(Amended by Stats. 2021, Ch. 81, Sec. 8. (AB 149) Effective July 16, 2021.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99269.

99269. (a) Notwithstanding any other provision of this article, all operators providing service within the area under the jurisdiction of the San Diego Metropolitan Transit Development Board and filing claims pursuant to Section 99260 shall be considered a single operator. In order for all those operators to be eligible for funds under this article, an areawide ratio of fare revenues to operating cost, as defined by subdivision (a) of Section 99247, shall be determined on the basis of the total operating cost and total fare revenues of all the operators, which ratio shall not be less than the areawide ratio for the 1978–79 fiscal year.
(b) In calculating the areawide ratio for the 1978–79 fiscal year, only the fare revenues and the operating costs of those operators that are in compliance with Section 99268, 99268.1, 99268.2, or 99268.3, whichever section was applicable to the operator during the 1978–79 fiscal year, are to be used.
(c) During the period of the first two years of operation, a new operator subject to this section shall claim each year no more than 75 percent of its total operating cost for that year.
(Added by Stats. 1981, Ch. 1055, Sec. 8.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99270.

99270. On or after the first day of any fiscal year, an operator may engage in temporary borrowing pursuant to Article 7.6 (commencing with Section 53850), Chapter 4, Part 1, Division 2, Title 5 of the Government Code and for such purposes “revenues” as defined in Sections 53856 and 53858 of that code may include the amount of any claim permitted under this article if a claim has been filed and approved. The amount of any claim for the purposes of this section shall be subject to the limitations on claims specified in this chapter; provided that the calculations of the limitations referred to herein may be based upon estimates of the operator.
The payments made for temporary borrowing authorized under this section shall not be deemed capital expenditures for purposes of Section 99267.
The power of an operator to levy taxes shall not be a prerequisite to its power to issue notes as general obligations pursuant to Article 7.6.
(Added by Stats. 1973, Ch. 812.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99270.1.

99270.1. If an operator serves urbanized and nonurbanized areas in the area of jurisdiction of a transportation planning agency, the transportation planning agency shall adopt rules and regulations to determine what portion of the public transportation services of the operator serves urbanized areas and what portion serves nonurbanized areas to determine its required ratio of fare revenues to operating cost, as defined by subdivision (a) of Section 99247, or its required ratio of the sum of fare revenues and local support to operating cost, or both.
The transportation planning agency shall submit the rules and regulations to the department for approval.
(Amended by Stats. 1984, Ch. 579, Sec. 20.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99270.2.

99270.2. If an operator serves an area that was first designated as an urbanized area in the 1980 or a subsequent federal census, the transportation planning agency or the county transportation commission may grant the operator time, but not more than five years from July 1 of the year following the year of the census, to meet the ratio of fare revenues to operating cost required of an operator serving an urbanized area.
(Amended by Stats. 1986, Ch. 1399, Sec. 5. Operative July 1, 1987, by Sec. 6 of Ch. 1399.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99270.5.

99270.5. In determining whether there is compliance with Section 99268.1, 99268.2, 99268.3, 99268.4, 99268.5, or 99268.9, as the case may be, by operators serving the area of the San Francisco Bay Area Rapid Transit District, excluding the City and County of San Francisco, the Metropolitan Transportation Commission may make that determination for all or some of the operators as a group, if the Metropolitan Transportation Commission finds that the public transportation services of the operators grouped are coordinated.
(Added by renumbering Section 99270 (as added by Stats. 1979, Ch. 1002) by Stats. 1986, Ch. 248, Sec. 213.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99270.6.

99270.6. In determining whether there is compliance with Section 99268.1, 99268.2, 99268.3, 99268.4, 99268.5, or 99268.9, as the case may be, by operators serving the area of Sacramento County and the cities within the county, the Sacramento Area Council of Governments may make that determination for all or some of the operators as a group, if the Sacramento Area Council of Governments finds that the public transportation services of the operators grouped are coordinated. Notwithstanding any other provision of this article, the fare recovery ratio for the Sacramento Regional Transit District shall be no less than 23 percent.
(Added by Stats. 2012, Ch. 229, Sec. 1. (AB 432) Effective January 1, 2013.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99271.

99271. (a) An operator shall be eligible for allocations under this article, on and after July 1, 1976, only if the current cost of its retirement system is fully funded with respect to the officers and employees of its public transportation system, or if the operator is implementing a plan approved by the transportation planning agency which will fully fund the retirement system for such officers and employees within 40 years.
(b) “Fully funded” with respect to the retirement system, means that the system, at any particular time, has assets determined to be sufficient to provide for the payment of all pension and other benefits to such officers and employees then entitled, or who may become entitled, under terms of the system to an immediate or deferred benefit in respect to service rendered by such officers and employees.
(Added by Stats. 1974, Ch. 1275.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99272.

99272. An operator that has a private pension plan shall be eligible for allocations under this article, on and after July 1, 1976, only if the operator does both of the following:
(a) Conducts periodic actuarial studies of its employee pension plans to determine the annual cost of future pension benefits.
(b) Sets aside and invests, on a current basis, funds sufficient to provide for the payment of future pension benefits.
(Amended by Stats. 1986, Ch. 988, Sec. 12.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4 - Claims for Funds › Section 99273.

99273. An operator that has a private pension plan shall be eligible for allocations under this article, on and after July 1, 1976, only if the operator reports in its financial statements, at least annually, all of the following:
(a) The actuarially determined amount of pension liability.
(b) The amount of cash funds set aside and invested to meet the pension liability.
(c) The amount of any deficit in the pension fund.
(d) The financial plan adopted to eliminate the deficit in the pension fund.
(Added by Stats. 1974, Ch. 1275.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4.5 - Claims for Community Transit Services › Section 99275.

99275. (a) Claims may be filed with the transportation planning agency by claimants for community transit services, including such services for those, such as the disabled, who cannot use conventional transit services.
(b) For purposes of this article, “community transit services” means transportation services which link intracommunity origins and destinations.
(Added by Stats. 1976, Ch. 1348.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4.5 - Claims for Community Transit Services › Section 99275.5.

99275.5. (a) Claims, for purposes of this article, shall be filed in the same manner as claims are filed for purposes of Article 4 (commencing with Section 99260).
(b) The transportation planning agencies shall adopt criteria, rules, and regulations for the evaluation of claims filed under this article and the determination of the cost effectiveness of the proposed community transit services to be provided under the claims.
(c) Prior to approving a claim filed under this article, the transportation planning agency shall make all of the following findings:
(1) That the proposed community transit service is responding to a transportation need currently not being met in the community of the claimant.
(2) That the service shall be integrated with existing transit services, if appropriate.
(3) That the claimant has prepared an estimate of revenues, operating costs, and patronage.
(4) That the claimant is in compliance with Section 99268.3, 99268.4, 99268.5, or 99268.9, whichever is applicable to it, or with regional, countywide, or county subarea performance criteria, local match requirements, or fare recovery ratios adopted by resolution of the transportation planning agency or the county transportation commission for any or all types of community transit services.
(A) In adopting the performance criteria, local match requirements, or fare recovery ratios, the transportation planning agency or the county transportation commission may adopt the criteria of Section 99268.3, 99268.4, 99268.5, or 99268.9, or any combination or all of them.
(B) If a transportation planning agency or county transportation commission has adopted performance criteria, local match requirements, or fare recovery ratios, the rules and regulations of the agency or commission apply, and Sections 99205.7 and 99241, subdivision (a) of Section 99247, and Section 99268.8 do not apply.
(5) That the claimant is in compliance with Sections 99155 and 99155.5.
(d) A transportation planning agency or county transportation commission shall allocate no funds to a claimant not in compliance with Sections 99155 and 99155. 5.
(Amended by Stats. 1990, Ch. 1036, Sec. 3.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4.5 - Claims for Community Transit Services › Section 99276.

99276. Each claimant receiving funds allocated for purposes of this article shall submit an annual certified fiscal audit pursuant to Section 99245.
(Amended by Stats. 1979, Ch. 1002.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 4.5 - Claims for Community Transit Services › Section 99277.

99277. Claimants may contract on the basis of competitive bidding to provide community transit services.
(Amended by Stats. 1986, Ch. 988, Sec. 13.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 5 - Relationships Between Operators › Section 99281.

99281. The transit district may operate or establish new routes or extend existing routes in all or part of the area outside a municipal operator, except where the operation or establishment of that service will compete with or divert patronage from an existing service of any included municipal operator or service in a reserved service area under Section 99280. However, this limitation upon the district does not apply with respect to services established outside a reserved service area by an included municipal operator under Section 99280.
Unless both the department and the statutorily created regional transportation planning agency designate otherwise, the transit district has the sole prerogative of using funds available under this chapter for the purpose of constructing and operating a grade-separated mass transit system, regardless of whether the operation of the system competes with or diverts patronage from any services of an included municipal operator.
(Amended by Stats. 1984, Ch. 579, Sec. 21.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 5 - Relationships Between Operators › Section 99282.

99282. All operators shall be encouraged to establish maximum coordination of public transportation services, fares, transfer privileges, and all other related matters for the overall improvement of public transportation service to the general public requiring such services within the affected areas.
(Amended by Stats. 1972, Ch. 1408.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 5 - Relationships Between Operators › Section 99282.5.

99282.5. Where there are two or more operators within its area of jurisdiction, the transportation planning agency, the county transportation commission, and the San Diego Metropolitan Transit Development Board, as the case may be, shall adopt, not later than July 1, 1980, rules and regulations to provide for transfers between the public transportation services of the operators so that such services will be coordinated.
(Added by Stats. 1979, Ch. 1002.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 5 - Relationships Between Operators › Section 99283.

99283. The consent of a transit district to the operation of a public transportation system by an included municipal operator pursuant to Section 99280 may include a requirement for interchange of transfers on an appropriate basis between the public transportation system of the included municipal operator and the public transportation system of the transit district, or any nominee of such transit district, in connection with the furnishing of services by such public transportation systems.
(Amended by Stats. 1972, Ch. 1408.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 5 - Relationships Between Operators › Section 99284.

99284. The violation by a transit district or an included municipal operator of any provisions of this article, or of any agreement between them with regard to providing public transportation services, shall disqualify the violator from filing a public transportation claim pursuant to Article 4 (commencing with Section 99260) of this chapter, and the transportation planning agency shall take no further action in connection with the approval of any pending public transportation claim of such violator until it determines that such violation has ceased.
(Amended by Stats. 1972, Ch. 1408.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 5 - Relationships Between Operators › Section 99285.1.

99285.1. For any fiscal year commencing on and after July 1, 1975, in determining the allocation of any operator pursuant to Section 99285, the public transit service mileage of any operator which has lost any days of operation due to strikes occurring prior to August 1, 1975, civil disorders, or acts of God shall equal its actual public transit service mileage times the number of days it would have been in operation but for such causes, divided by the number of days it was in actual operation.
(Added by Stats. 1975, Ch. 698.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 5 - Relationships Between Operators › Section 99285.2.

99285.2.  Notwithstanding subdivision (a) of Section 99285, any county transportation commission created pursuant to Division 12 (commencing with Section 130000) may adopt a resolution electing to approve the proposals to be funded and shall approve only those claims submitted for its approval.
(Amended by Stats. 2012, Ch. 769, Sec. 16. (AB 2679) Effective January 1, 2013.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 5 - Relationships Between Operators › Section 99286.

99286. Notwithstanding any other provision of law, no operator may plan or establish a public transportation system by adding or extending routes, by acquisition or otherwise, into the area of a contiguous transit district, nor may moneys be allocated from the fund of the county where such addition or extension is contemplated for such purposes, without the consent of the affected transit district.
(Added by Stats. 1972, Ch. 1408.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 5 - Relationships Between Operators › Section 99287.

99287. (a) No provision of this article shall preclude the San Francisco Bay Area Rapid Transit District from planning, acquiring, constructing, and operating its system within or without the territory of the district as provided for by Article 5 (commencing with Section 29030), Chapter 6, Part 2 of Division 10. Notwithstanding the provisions of subdivision (d) of Section 99220, in the event an extension is to be made into a county for which services have not been provided, the moneys within the fund of that county may be used to pay the costs of securing such services.
(b) Notwithstanding subdivision (a) or the limitations of Section 99231, during a period of up to five years that the San Francisco Bay Area Rapid Transit District is planning any extension of its system into a county outside of the district but with a coterminous boundary with the district and which contains a major transportation facility belonging to another county or city and county, the Metropolitan Transportation Commission may order that any funds in the local transportation fund of such county that are not necessary to pay approved claims under Article 4 (commencing with Section 99260) of this chapter be retained.
(Added by renumbering Section 99303 by Stats. 1972, Ch. 1408.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 5 - Relationships Between Operators › Section 99288.

99288. (a) Any city, county, or transit district may enter into a contract with any operator, except with an included municipal operator unless specifically approved by the governing body of the transit district in whose area the included municipal operator is located, for the operator to provide public transportation service in the city, county, or transit district. In that case, the operator providing the service may include the claim of the city, county, or transit district, as the case may be, with its claim. The claim may include an amount for reimbursement of the actual costs incurred by the city, county, or transit district for the administration, review, and monitoring of the contract. The amount so claimed shall not exceed 5 percent of the total amount of the contract for public transportation service in the city, county, or transit district.
(b) With the prior express authorization of the department, a transit district may include in its claim a proportional amount for regularly scheduled services outside its boundaries even though the contract specified in subdivision (a) has not been executed.
(Amended by Stats. 1984, Ch. 579, Sec. 22.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 5 - Relationships Between Operators › Section 99289.

99289. (a) Funds received by a city or county designated as an included municipal operator pursuant to subdivision (b) of Section 99207 because it is not receiving adequate local public transportation service from any transit districts in which it is located may only be used by such a city or county to contract with an operator for public transportation services.
(b) If the Metropolitan Transportation Commission determines that it is not feasible on the basis of, among other things, cost to contract with an operator pursuant to subdivision (a), the city or county may use the funds for either or both of the following:
(1) The development and operation of a public transportation system.
(2) Public transportation service received under contract from an operator providing such service since at least July 1, 1972, or from a common carrier, as defined in Section 211, which is under the jurisdiction and control of the Public Utilities Commission and which is engaged in the transportation of persons, as defined in Section 208.
(c) The system or the service under the contract, as the case may be, shall be consistent, as determined by the Metropolitan Transportation Commission, with the regional transportation plan.
(Added by Stats. 1976, Ch. 117.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 5 - Relationships Between Operators › Section 99299.

99299. The provisions of this article shall control over the provisions of any other act or law applicable to a transit district to the extent of any conflict with such provisions.
(Added by renumbering Section 99285 by Stats. 1972, Ch. 1408.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 6 - Miscellaneous › Section 99301.

99301. Interest earned on funds allocated pursuant to this chapter shall be expended only for those purposes for which the funds were allocated.
(Added by Stats. 1976, Ch. 1348.)
2023 California Code › Public Utilities Code - PUC › DIVISION 10 - TRANSIT DISTRICTS › PART 11 - PROVISIONS APPLICABLE TO ALL PUBLIC TRANSIT › CHAPTER 4 - Transportation Development › ARTICLE 6 - Miscellaneous › Section 99301.5.

99301.5. Notwithstanding Sections 99232, 99233, and 99301, the Orange County Transportation Commission may direct the transportation planning agency to allocate interest accruing from money retained for the development of transit in the local transportation fund of the County of Orange, to the County of Orange, to cities within the county, to the Department of Transportation, to the Orange County Transit District, and to the Orange County Transportation Commission to expend for transportation purposes within the County of Orange, as determined by the Orange County Transportation Commission, including those which could be funded by motor vehicle fuel taxes pursuant to Section 1 of Article XIX of the California Constitution. The commission, when determining the purposes for which the money is to be expended, shall ensure that, to the extent possible, at least one-half of the money is allocated to local street and road projects.
(Amended by Stats. 1991, Ch. 752, Sec. 4.)