HomeMy WebLinkAboutAgenda - 06-05-2012 - 7aORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: June 5, 2012
SUBJECT: Orange County Transit Plan and Related Agreement
DEPARTMENT: Manager, Planning &
Inspections, Financial
Services and Attorney
ATTACHMENTS: (UNDER SEPARATE
COVER)
1. Final Draft Bus and Rail Investment Plan
(includes Financial Plan)
2. Orange County/Triangle Transit
DRAFT Implementing Agreement
Action Agenda
Item No. -7-0,
PUBLIC HEARING: (Y /N) No
INFORMATION CONTACT:
Frank W. Clifton, Jr., Manager, 245 -2300
David King, General Manager, Triangle
Transit, 485 -7424
Wib Gulley, General Counsel, Triangle
Transit, 485 -7418
PURPOSE: To consider adoption of the Orange County Transit Plan and approval of the
Implementing Agreement.
BACKGROUND: Staff from Triangle Transit (TT) will lead the Board through discussion and
consideration of the attachments.
At its May 3, 2012 work session, the Board reviewed the public input on The Orange County
Transit Plan (also referred to as the Bus and Rail Investment Plan in Orange County) from the
following events:
o Public hearing held on April 3, 2012
o Public hearing on April 17, 2012
o Open House at Extraordinary Ventures, Chapel Hill, on April 23, 2012
o Open House at the West Campus office building, Hillsborough, on April 30, 2012
The Board also received and discussed the draft OCTP at the May P work session, and at its
regular meeting on May 15, 2012. Attachment 1 is the final draft Bus and Rail Investment Plan
in Orange County, which incorporates BOCC direction received on May 15.
The OCTP will describe Orange County's plans to utilize revenue from the Y percent sales tax,
if the Board establishes a referendum on the tax and if it is approved by Orange County voters,
in addition to how funds are spent from a possible $7.00 county tag fee, a $3.00 increase to the
current Triangle Transit tag fee, and triangle regional rental car fee revenues. The Plan
includes elements such as:
• Fixed guideway transit (Light Rail Transit)
o Orange County's transit partnership with Durham County
• Expanded or new bus service (local, rural and regional)
• Martin Luther King Jr. Blvd. bus lanes
• Small capital transit facilities (park and ride lots, train stations)
The Draft Orange County/Triangle Transit Implementing Agreement (Attachment 2) describes
how Triangle Transit will utilize the funds received through the % percent sales tax and other
revenue sources. Input from Triangle Transit legal counsel is pending.
The BOCC has already adopted a Durham /Orange Cost Share Agreement and a Do Not Levy
Agreement between Orange County and Triangle Transit that confirms that Triangle Transit will
not levy the '/ percent sales tax in Orange County until certain conditions have been met if and
when an associated referendum is approved by Orange County voters.
A public hearing will be conducted at this same meeting as a separate agenda item to collect
any input the public may have to offer to the BOCC prior to its decision whether or not to place
the 'h percent sales tax referendum on the November 2012 ballot.
FINANCIAL IMPACT: None at this time. The Bus and Rail Investment Plan in Orange County
includes information on future commitments.
RECOMMENDATIONS: The Manager recommends that the Board:
1) Consider and take appropriate action on the Orange County Transit Plan; and
2) Consider and take appropriate action on the Orange County/Triangle Transit
Implementing Agreement, and if approved, authorize the Chair to sign the
Agreement.
The DRAFT '
Bus Rail
Investment Plan in Orange
County
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5/23/2012
The Bus and Rail Investment Plan in Orange County
2
I.
INTRODUCTION
3
II.
TRANSIT STEPS LEADING UP TO THIS PLAN
4
III.
PLAN ELEMENTS
5
A. PUBLIC TRANSIT PROVIDERS
B. NEW BUS SERVICE
C. NEW BUS CAPITAL INVESTMENTS
D. HILLSBOROUGH AMTRAK STATION
E. NEW LIGHT RAIL SERVICE
F. MARTIN LUTHER KING JR. BOULEVARD BUS LANES
IV.
MAPS
11
V.
ORANGE COUNTY REVENUES
20
A. ONE -HALF CENT TRANSIT SALES TAX
B. $7 COUNTY VEHICLE REGISTRATION FEE
C. $3 REGIONAL VEHICLE REGISTRATION FEE
D. REVENUE FROM REGIONAL RENTAL CAR TAX
E. STATE GOVERNMENT FUNDING
F. FEDERAL GOVERNMENT FUNDING
VI.
ORANGE FINANCIAL PLAN DATA
23
VII.
AGREEMENTS
23
VIII.
NEW STARTS PROCESS
24
IX.
ALTERNATIVE PLAN
26
X.
CLOSING SUMMARY
26
XI.
APPENDIX
28
5/23/2012 - Page 12
The Bus and Rail Investment Plan in Orange County
I. INTRODUCTION
41
Orange County has achieved an enviable quality of life at the end of the first decade of the
21St century. Recent accolades include its ranking as the one of the best place to live by
Money Magazine, July 2010, one of the best places to start a business by Entrepreneur
Magazine, August 2009 and one of the best places in the nation to raise children by Business
Week, December 2010. Orange County is nationally known for its excellent public education
systems. Two districts serve the residents of Orange County: The Chapel Hill - Carrboro City
School System and the Orange County School System. The University of North Carolina at
Chapel Hill consistently ranks among the great institutions of higher education in the nation,
most recently honored by US News & World Report.
With these successes comes growth in population and increased pressure on our roads and
highways. Since 2004, the Triangle has moved from 46th largest metro area in the nation to
40th in 2009, and our vehicle demand on freeways is up by 28% over those five years.
Recently, our region was named the P most sprawling urban area in the country among the
83 areas studied.
In 2009, the Joint Long Range Transportation Plan for 2035, by the Durham - Chapel Hill -
Carrboro Metropolitan Planning Organization (DCHC MPO) noted that the region's population
would more than double over the 25 -year period. For the last two decades, the demand on
our roads has grown significantly faster than our population. Even with planned highway
improvements and likely additional revenues for new roads, it is clear that Orange County and
the region will see declining levels of service on major roads in the next 25 years. Orange
County population grew by 1.6% a year since 2000 and is projected to grow from the
countywide 2010 census of 133,801 to approximately 173,000 by 2030.
The economic costs for increasingly congested roads are significant. In its 2010 Annual Urban
Mobility Report, the Texas Transportation Institute estimated that our region has "congestion
costs" of almost one -half billion dollars a year. Recently, a May 10, 2011 study cited in Forbes
magazine found that the Triangle was the urban region in the nation that is most vulnerable
to rising gasoline prices. Enhanced transportation options need to be created to ensure that
Orange County's residents of all income levels have access to job centers and commerce.
Orange County residents and their regional neighbors are aware of the growth in clogged
roads, as well as the accompanying air quality problems, negative economic impacts and the
loss of the quality of life we enjoy if these transportation challenges are not met. Local
citizens and elected leaders have responded to these challenges, with some assistance from
state government, as described in this investment plan.
5/23/2012 - Page 13
II. TRANSIT PLANNING STEPS LEADING UP TO THIS PLAN
0
Beginning in 2007, a blue- ribbon group of Triangle leaders (the Special Transit Advisory
Commission, or STAC) met for over a year and in 2008 unanimously recommended a regional
vision for bus and rail investments. One year later, the region's two Metropolitan Planning
Organizations (MPOs) fully incorporated the STAC recommendations into a long -range (25-
year) transportation plan.
In August 2009, Governor Beverly Perdue signed into law the Congestion Relief and
Intermodal Transport Fund Act (HB 148), legislation that allows Orange, Durham and Wake
counties to generate new revenues for public transportation. These new revenues can
include a one -half cent sales tax, if approved by the public through a referendum, as well as
an additional $10 in local and regional vehicle registration fees.
Over the last two years, Triangle Transit staff has worked with municipal, Orange County, the
MPO and other regional transportation staff to develop a detailed, 25 -year plan for new bus
and rail investments designed to provide greater transportation options for residents and
employers. These investments would positively impact traffic congestion and air quality, and
support local land use policies. This plan is the culmination of that collaboration and
proposes crucial public investments and services to maintain our quality of life and economic
vitality for the next 25 years.
Extensive public engagement has occurred over the two years in the development of the bus
and rail elements of this plan. In 2010 and 2011 Triangle Transit and local transportation staff
members from municipalities, counties and MPOs conducted a series of 19 public workshops,
at various locations throughout the Triangle, on the process and substance of the plan's
development. A total of over 1,100 participants attended the meetings and they provided
over 500 comments on the plan. Since that time, the project Web site,
www.ourtransitfuture.com, was viewed by over 73,000 unique individuals. The Web site
houses all of the presentation materials and proposed plan elements.
Additionally, the DCHC MPO held five public workshops to receive input on the proposed plan
in 2011. In spring 2012, the Orange County Board of Commissioners held two public hearings
and two public workshops to provide opportunities for the public to ask questions and
provide feedback on the proposed plan.
There have been dozens of meetings with citizens, local elected officials, staff and members
of the region's MPOs, community stakeholders and business leaders, allowing extensive
feedback on the proposed bus and rail elements of the plan. The financial and service
elements of this plan are coordinated with the adopted Durham County Bus and Rail
Investment Plan. Additionally, this bus and rail investment plan builds on existing transit
services and therefore does not eliminate or reduce the current financial and service
commitments.
5/23/2012 - Page 14
III. PLAN ELEMENTS
A. Public Transit Providers
The Triangle has a number of public transit providers that have been involved in the
development of this plan and will have responsibility to implement the recommendations of
the plan upon its approval. Below is a brief description of the transit agencies:
Chapel Hill Transit is a multijurisdictional agency formed by a partnership of the Towns of
Chapel Hill, Carrboro and the University of North Carolina at Chapel Hill. Chapel Hill Transit is
responsible for regular and express route and demand response service in the Chapel Hill,
Carrboro, and University area. Chapel Hill Transit also provides regional express bus service, in
cooperation with Triangle Transit to Hillsborough.
Orange County Public Transportation is a county agency that provides community
transportation in unincorporated Orange County consisting of demand response service and
circulator service within Hillsborough in cooperation with the Town of Hillsborough. Orange
County Public Transportation is responsible for providing transportation services to all
residents of unincorporated Orange County, the Town of Hillsborough and a portion of the
City of Mebane with destinations within and beyond Orange County's borders.
Triangle Transit is a regional transit agency serving Wake, Durham and Orange counties.
Triangle Transit is responsible for providing regional commuter express and demand response
service connecting Wake, Durham and Orange counties
B. New Bus Service
Representatives from Orange County, Chapel Hill, Carrboro, Hillsborough, The University of
North Carolina at Chapel Hill, and Triangle Transit have worked collaboratively to develop a
comprehensive bus service improvement plan that supports the effort to improve public
transit in Orange County. The group identified a range of services that would address county-
wide transit service needs. Identified services were ranked and prioritized based on a set of
goals and strategies.
Goals include:
• Improve overall mobility and transportation options in the region
• Provide geographic equity
• Support improved capital facilities
• Support transit supportive land use
• Provide positive impact on air quality
Strategies to accomplish these goals include:
• Improve connectivity
• Increase frequency in peak hours
• Improve weekend, night services (off peak)
5/23/2012 - Page 15
5
• Enhance existing service
0
• Maintain existing services
• Maintain level of local funding at no less than the August 1, 2009 spending level
Over the course of the plan, a new half -cent sales tax would enable delivery of a total of
40,950 additional bus hours in Orange County. By comparison, Chapel Hill Transit currently
provides 190,000 annual bus hours and Orange Public Transportation provides approximately
13,000 annual bus hours. The projects will provide benefits to all areas of the county by
enhancing urban and rural transit services.
Bus improvement projects were classified by type of service:
• Local bus service - service operating within Orange County boundaries
• Rural or Non -urban service- new or supplemented bus service in northern and
western portions of the County.
• Regional service - service operating in more than one county or between separate
urban areas. Note: Costs and expenses for regional bus services traveling between
Durham and Orange counties are shared on a 50 -50 basis by Durham and Orange
counties in this Plan.
First Five Years following successful sales tax referendum
An investment that equals about 34,650 bus service hours will be provided during the first
five years. Improvements will include:
Improve connectivity
• New regional service connecting Carrboro, Chapel Hill, and Durham
• New regional express service connecting Mebane, Hillsborough and Durham
Increase frequency in peak hours
• Enhanced services in the US 15/501 corridor between Durham and Chapel Hill
for Chapel Hill Transit, Triangle Transit, and DATA
• Improvements in the NC 54 corridor transit service
• Increased peak hour service on Triangle Transit Route 800 between Research
Triangle Park and Chapel Hill
• Increased peak hour service on Triangle Transit Route 420 between
Hillsborough and Chapel Hill
Improve weekend, night services (off peak)
• New Saturday service on the in -town Hillsborough circulator
• Expanded local Saturday service in Chapel Hill, Carrboro and UNC
• Expanded regional Saturday service on existing Triangle Transit Route 405
between Durham and Chapel Hill and Triangle Transit Route 800 between
Chapel Hill and the Research Triangle Park
• Expanded regional Sunday service on existing Triangle Transit Route 405
between Durham and Chapel Hill and Triangle Transit Route 800 between
Chapel Hill and the Research Triangle Park
• New local Sunday service in Chapel Hill, Carrboro and UNC
• Expanded local evening service in Chapel Hill, Carrboro and UNC
5/23/2012 - Page 16
Bus Service Enhancements
7
• Enhanced rural transit service in unincorporated Orange County
Maintain existing services
Revenues from the County vehicle registration fee of $7.00 as identified in the
plan (see page 21) will be used to support existing bus service
Continue weekday hourly service on the in -town Hillsborough circulator
❖ Routes provided by Chapel Hill Transit, may or may not, be included in the plan.
Chapel Hill Transit and its partners will determine which of the improvements will
be included after further public involvement and analysis.
Year six and beyond following successful sales tax referendum
An additional 6,300 new bus service hours will be provided between year six of the
plan implementation through the end of the program (year 2035) bringing the total to
40,950 total new bus hours.
Improvements include:
Increase frequency in peak hours
Increased peak hour service on Pittsboro — Chapel Hill Express
Increased peak hour service on the existing Triangle Transit Route 800
between Research Triangle Park and Chapel Hill
• Increased peak hour service in Chapel Hill, Carrboro and UNC
Service Enhancements
Continued enhancements to rural transit service in unincorporated Orange
County
5/23/2012 - Page 1 7
8 The following chart depicts how revenue will be appropriated initially to the various transit
providers—Chapel Hill Transit, Orange Public Transit, and Triangle Transit.
8,200 CHT
24%
OPT
4,118
12% 22,332 TT
64%
Provider Hours % Share of
Revenue
CHT 22,332 64%
OPT 4,118* 12%
TTA 8,200 24%
Total 34,650 100%
Operating Cost for TT/CHT is$97 1hr; OPT cost is$58 1hr
`The above chart uses a blended formula for operating costs.Since operating cost
for OPT are currently$58/hr,the 4,118 hours will result in 6,887 hours at that
$58/hr rate.
❖ See Appendix for more detailed information about specific bus routes and proposals
5/23/2012-Page 18
C. New Bus Capital Investments
• Park and Ride lots
• Bus shelters in both rural and urban areas of the County
• Real -time passenger information signs and technology
• Bus stop access improvements such as sidewalks
�61
❖ For financial information about these proposed investments please see the Appendix.
D. Hillsborough Amtrak Station
The plan will provide local funding to support the creation of a passenger rail
station in the Town of Hillsborough.
The Rail Station Small Area Plan is a conceptual site and land use plan for the 20-
acre tract of land owned by the Town located off of Orange Grove Street. The
proposed land uses include a rail station building with space for municipal
meetings and a police station; a fire station, and space for a civic arts center. On
the eastern portion of the site, high- density commercial and residential land uses
are suggested. Phasing options have been considered as well. In addition to the
conceptual site plan for the Hillsborough tract, a general transportation network
and set of land uses is proposed for the adjacent Collins property.
❖ For financial information about this proposed investment please see the Appendix.
5/23/2012 - Page 19
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E. New Light Rail Service
11
The Orange County Bus and Rail Investment plan provides funding for a fixed guideway
transit system that would connect Durham and Orange counties using Light Rail
technology (LRT). The 17.3 -mile alignment extends from the University of North Carolina
(UNC) Hospitals to Alston Avenue /NCCU in East Durham. A total of 17 stations have been
proposed including a station at Mason Farm Road, Hamilton Road, the UNC Friday Center,
as well as a potential station at Woodmont /Hillmont or Meadowmont in Chapel Hill.
Stations in Durham include Patterson Place along US 15 -501, the South Square area, at
Duke Medical Center, Ninth Street, and downtown Durham, with convenient access to
nearby bus and Amtrak intercity rail connections. Due to the light rail vehicle's
capabilities and the requirements of the activity centers and neighborhoods being served
along the corridor, light rail stations are routinely spaced between % mile and 2 miles
apart.
Light Rail vehicles are electrically powered and travel at speeds up to 55 mph. The total
travel time for the 17.3 -mile alignment is about 35 minutes, including stops. The vehicles
are approximately 90 feet long and can operate in both directions. Additional cars can be
added as the demand increases. Recent 2035 projections indicate that ridership will
exceed approximately 14,000 boardings per day. These projections are subject to change
as the demand model is refined and as development, population and employment
changes are recognized.
Light rail vehicles can operate in exclusive right of way, as well as along urban streets, and
characteristically serve accessible low platforms (14 inches high) at each station. The
operations plan for the 17.3 -mile alignment includes train frequencies (headways/ e.g.
time between each train) of 10 minutes during the morning and evening peak and 20
minutes during the off -peak hours and on weekends. Vehicles will operate on an 18 -hour
schedule each weekday. Several potential light rail vehicle maintenance facility locations
are being evaluated. Detailed alignment and station location decisions will be made at the
end of Preliminary Engineering.
The total capital cost for the Durham and Orange Light Rail Project is approximately
$1.378 billion (2011 dollars). Orange County's share is $316.2 million in 2011 dollars,
which is the same as $418.3 million in Year -Of- Expenditure (YOE) dollars. Operations and
Maintenance costs are estimated at $14.44 million /year (2011 dollars). Orange County's
share of the Operations and Maintenance costs are $3.46 million /year (2011 dollars). For
Orange County's share of the capital cost of the Light Rail project the total cost allocation
is Orange County 25 %, and an assumed State participation of 25% and Federal
Participation of 50 %.
Cost estimates for the light rail project have been developed with multiple conservative
assumptions. Included in the $1.378 billion total project cost are the following
contingencies:
• 30% contingency on all civil engineering construction costs (stations, sitework,
track, yard & shop)
• 20% contingency on systems (signals, electricity, communications)
5/23/2012 - Page 111
12
10% contingency on vehicles
Additional contingency on all soft costs ( Design /Architectural /Engineering)
Beyond these line -item specific contingencies, there are also two general contingency line
items, one that is equal to 5% of construction cost and another that is equal to 5% of the
entire project cost.
For financial information about this proposed investment please see the Appendix.
F. Martin Luther King Boulevard Bus Lanes and Corridor Improvements
This investment provides for corridor improvements for buses on Martin Luther King
(MLK) Boulevard from Interstate 40 to UNC, using a combination of exclusive lanes and
other forms of preferential treatment. It will make bus travel times more reliable in peak
periods. Existing buses operating in the MLK corridor will be re- routed to take advantage
of the enhanced facilities.
Orange County's cost for the bus lanes is anticipated to be $22 million in $2011 dollars,
which is the same as $24.5 in YOE dollars — according to staff at Chapel Hill Transit. This
project assumes 25% of the funding will come from the State and 50% of the funding will
come from the Federal Government. Since the bus lanes will be used by existing services,
they do not generate any additional operational costs within the plan.
For financial information about this proposed investment please see the Appendix.
IV. MAPS: The series of maps listed below articulate proposed investments in both bus and
rail throughout Orange County.
a. Chapel Hill Transit Weekday Service Improvements
b. Chapel Hill /Carrboro: Saturday Service Improvements
c. Chapel Hill /Carrboro: Sunday Service Improvements
d. Improved Bus Service in US 15/ 501 and NC 54 Corridors
e. Orange County Transit Plan: Proposed Regional Bus Service Improvements
f. Proposed Hillsborough and Rural Bus Service Improvements
g. Durham - Orange Light Rail Transit Project
h. Improved Bus service on MLK
i. Regional Integration of Orange, Durham, and Wake Transit Plans
5/23/2012 - Page 1 12
13
Created by Chapel Hill Transit
Weekday Improvements
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}� -Extend the hours i11111111111111ITRoute
-Make the schedules more consistent G2111111I Route
-Improve frequency v Route
•Utilize a portion of the funds to sustain the financial
stability of the system. . .weekday Route sotz
•Increase peak-hour service G• Park and Ride Lots
-Add service frequency on routes that experience Carrboro Town Dmts
overloading during the rush hour
O Chapel Hill Tawn Limits
5/23/2012- Page 1 13
14
Chapel Hill/Carrboro: Saturday Service Improvements
Existing Service Characteristics:
•Operates 8:00am-6:30pm
•80 daily service hours
Proposed Improvements:
-Re-design routes
•Double the existing service
•Expand operating hours
•Improve service frequency
•Add up to 70 daily service hours
astgate
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Q p Tnangle Counties
Chapel Hill
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Streets
—Existing CHT Saturday Routes
Landmarks
QParkand Rido Lots
Created by Chapel Hill Transit
Mlles
5/23/2012-Page 14
15
Chapel Hill/Carrboro: Sunday Service Improvements
Existing Service Characteristics:
•Operates 10:30am-11:30pm
when UNC is in session
•22 daily service hours
Proposed Improvements: I
•Design and implement new routes
•Adjust existing routes
•Add up to 98 daily service hours
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�. _ _,,•` • Triangle Counties
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Created by Chapel Hill Transit D o s 1 1.5
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5/23/2012-Page 115
16
Improved Bus Service in US 15/501 and NC 54 Corridors
US 151501 Corridor Improvements:
Q- •Re-design CL and D
•Extend service to connect to Durham
•Establish connections with
regional service
i
•Improve frequency in service hours
Carol(rla North �lEastgate ~'
�, • University I
Carr Mill �� r
SRT on MILK
NC 54 Corridor Improvements: rr • Triangle Comities
•Add vehicles in the corridor ` , Chapel Hill Carrboro
to meet Park-and-Ride demand streets
• Identify additional satellite parking ----CHT Weekday Service
(utilize existing lots) #Landmarks
Park and Ride Lots
Created by Chapel HIII Transit 9 r
Milos
5/23/2012-Page 1 16
17
Orange County Transit Plan: Proposed Regional Bus Service Improvements
LEGEND
Triangle Counties
' - _ Orange Townships
e _ Hillsborough
IV/, Hillsborough d ,rt
E. t.n.-- 4 $ [Chapel Hill
S
arrboro
5
_ y � Streets
ch �
------ «� Cha el Hill-Raleigh Express
;Durham Te Downtown _ �Carrboro-Chapel Hill-Durham
Oran a Cam us Durham —Mebane-Hillsborough-Duke-Durham
(Duke,''- i chapel Hill-South Durham-RTP
NCCU i�iillsborough-Chapel Hill
0 [Park-Ride Catchment Area
/40 v55 e Q Existing P-R Lots
JytsP Potential P-R Lots
Other
2010 Residents Per Sq.Mile
0 to 250
�. 250 to 500
UNC t _ ti ' -s0o to 1,000
ti �41 ®1,000 to 2,000
�9h -2,000 to 3,500
RT s 3,500 to 5,000
_5,000 to 10,000
=10,000 and above
0 2.5 5 7.5
�t-------------�-
Miles
Created by Ttianek Tiansa Stair
April 23,2012
I
5/23/2012-Page 117
i
18
Orange County Transit Plan:Proposed Hillsborough and Rural Bus Service Improvements
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/85
it
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Hiifs6orouc�r
i � QChapel Hill
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hanced OPT Dial-A-Ride Servic
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5/23/2012-Page 118
19
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i h
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Duke University
Light Rail Route
Routes to be Studied
Further �
Railroad Corridor
Light Rail Stations North Carolina
• Central University
Durham Technical
• Altercate Community College
Light Rail Stations
a
miles
co •
connection to station •
2 miles floc bike .~•'
connection to station •�••
..
*,—"—l12 mile for � ••
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University of North Carolina .•�•
at Chapel Hill ,•' •
Our Transit Future
5/23/2012- Page 1 19
20
Improved Bus Service on Martin Luther King Jr. Boulevard
BRT is a flexible,high performance Eubanks .
bus service that combines many
characteristics of light rail including
physical,�o operating,and system elements
into a permanently integrated
bus system
w
with a quality image and unique identity, a..
r
Characteristics:
• High capacity buses
• High frequency service
• Dedicated lanes
• Upgraded shelters Carolina North r f East ate
y l
•Technology �� < /�
• Easy fare payment _s tag EL ✓
• Unique identity �y University 11,
iR
Carr Mill A -
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BRT on MILK
+ Q Triangle Counties
Chapci Nall
•MLK is a prime corridor to introduce BRT_ Carrboro
•CHT has funding in place to begin Alternatives Ana sis(AA) streets
---CHT Weekday Serwise
•AA process will be guided by Chapel Hill 202Rjj co mendations A Landmarks
�', Park and Rids Lots
D 7
Created by Chapel Hill Transit ,S Wes
es 1,5
5/23/2012- Page 120
21
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Regional Integration of
Orange, Durharn, and Wake Transit Plans
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Created by Triangle Transit
5/23/2012- Page 21
V. ORANGE COUNTY REVENUES
22
A variety of revenue sources provide the funding for the Orange County Bus and Rail
Investment Plan. Those revenues include:
• A new one - half -cent sales tax in Orange County
• A new $7 vehicle registration fee levied by Orange County
• An increase of $3 to the existing $5 vehicle registration fee currently levied by Triangle
Transit in Orange County
• Revenue from Triangle Transit's rental car tax
• NC State Government contributions
• Federal Government contributions
In addition, local funding of current transit services will remain in place.
The initial proceeds for a FULL YEAR of each local revenue stream for Orange County in 2013
for transit are assumed to be:
• Y -cent sales tax: $5.0 million
• $7 vehicle registration fee: $788,000
• $3 vehicle registration fee increase: $338,000
• Rental car tax revenue: $582,000
Growth rates assumed for each revenue source:
• Y -cent sales tax:
• Growth rate from 2011 through 2014: 1.0%
• Growth rate from 2015 through 2035: 3.6%
• $7 vehicle registration fee: 2.0%
• $3 vehicle registration fee increase: 2.0%
• Rental car tax revenue: 4.0%
A total of $25 million would be borrowed over the life of the plan. This borrowing would
cover for the large capital expenditures which occur for 3 to 4 years of construction of the
light rail component of the plan. Any borrowing would be from capital markets through
government bonds, would require approval by the NC Local Government Commission, and
would have to meet debt to revenue ratios required by the capital markets for bond issuance.
Further details for each revenue source follow.
A. One -half cent sales tax in Orange County
A one half -cent sales tax in Orange County means that when individuals spend $10.00 on
certain goods and services, an additional five cents ($0.05) is added to the transaction to
support the development of the Bus and Rail Investment Plan. Purchases of food, gasoline,
medicine, health care and housing are excluded from the tax.
A one half -cent sales tax in Orange County is estimated to generate $5.0 million in 2013 if
active for the full year. Discussions with the NC Dept of Revenue indicate that in the first year
5/23/2012 - Page 122
of the plan, the revenue streams may not be active until April 1St instead of January 1St. The 23
figures in Appendix G: Revenue reflect the partial first -year levy of both a % -cent sales tax and
a $10 vehicle registration fee increase. Over the life of the plan to 2035, the sales taxis
expected to generate approximately $163 million in Year -Of- Expenditure (YOE) dollars. This
tax can only be levied subsequent to a referendum by the Orange Board of County
Commissioners and approval by the voters.
Revenue from the % -cent sales tax identified in the Bus and Rail Investment Plan for Orange
County can be used for financing, constructing, operating and maintain local public
transportation systems. The funds can be used to supplement but not supplant or replace
existing funds or resources for public transit systems.
B. $7 Vehicle Registration Fee in Orange County
A seven dollar ($7) vehicle registration fee in Orange County means that when an individual
registers a new vehicle or renews the registration for an existing vehicle in Orange County, an
additional $7 per year is added to the cost above the other required registration fees for that
vehicle.
The seven dollar fee in Orange County is expected to bring in $782,000 in 2013 if
implemented for a full year. Discussions with the NC Dept of Revenue indicate that in the first
year of the plan, the revenue streams may not be active until April 1St instead of January 1st.
The figures in Appendix G: Revenue reflect the partial first -year levy of both a % -cent sales tax
and a $10 vehicle registration fee increase. Over the life of the plan to 2035, the seven dollar
fee is expected to generate $22.5 million in Year -Of- Expenditure (YOE) dollars. The
implementation agreement will articulate how this revenue can be utilized.
C. $3 Vehicle Registration Fee Increase for Triangle Transit in Orange County
A three dollar ($3) vehicle registration fee increase in Orange County means that when an
individual registers a new vehicle or renews the registration for an existing vehicle in Orange
County, an additional $3 per year is added to the cost above the other required registration
fees for that vehicle. An existing $5 fee for vehicle registration supports activities of Triangle
Transit, including bus operations and long -term planning. This fee would be increased to $8
when the $3 increase is implemented.
The three dollar ($3) fee in Orange County is projected to generate $330,000 in 2013 if
implemented for a full year. Discussions with the NC Dept of Revenue indicate that in the first
year of the plan, the revenue streams may not be active until April 1St instead of January 1St.
The figures in Appendix G: Revenue reflect the partial first -year levy of both a % -cent sales tax
and a $10 vehicle registration fee increase. Over the life of the plan to 2035, the three dollar
($3) fee is expected to generate $9.7 million in Year -of- Expenditure (YOE) dollars. The
implementation agreement will articulate how this revenue can be utilized.
D. Revenue from Triangle Transit's Rental Car Tax
5/23/2012 - Page 123
Triangle Transit operations are partially funded by a five percent (5 %) tax on car rentals in
Wake, Durham, and Orange Counties. Under existing policy adopted by the TTA Board, 50%
of the rental car tax revenues are dedicated to advancing long -range bus and rail transit.
Since a significant portion of all cars rented and driven in the three counties are rented at the
RDU International Airport, it is difficult to determine which rentals are driven primarily in one
county or another. Therefore, the 50% rental revenues dedicated to long -term transit were
allocated by county according to the percentage of population in the Triangle Region, which
is: Wake (68 %); Durham (21.5%); Orange (10.5 %).
The Triangle Transit rental car tax proceeds directed to project development in Orange
County are estimated to be $582,000 in 2013. Over the life of the plan to 2035, the rental car
tax is expected to generate $21.3 million in Year -of- Expenditure (YOE) dollars for Orange
County.
E. NC State Government Funding
The plan includes a 25% capital cost contribution by the NC Department of Transportation
( NCDOT) for both light rail and commuter rail projects in Orange County. This level of
participation was established by the State in Charlotte's Lynx Blue Line light rail project in
2003. The plan assumes that NCDOT also pays for 10% of bus capital costs (replacement
buses, new buses, park and ride lots, etc) consistent with its current practices. Over the life of
the plan to 2035, the contributions of NCDOT are expected to total $130.6 million in Year -of-
Expenditure (YOE) dollars in Orange County.
F. Federal Government Funding
The plan assumes that the Federal Government contributes 50% of the capital cost for the
light rail project in Orange County. This was the federal level of participation in the Charlotte
Lynx Blue Line light rail project and is consistent with federal funding outcomes for most rail
projects in the Federal Transit Administration's New Starts program in recent years.
The plan assumes that the Federal Government also pays for 80% of bus capital costs,
consistent with its current practices, and continues to provide operating appropriations
consistent with present Federal Transit Administration operating grant formulas. Over the life
of the plan to 2035, the contributions of the Federal Government are expected to total $248
million in Year -of- Expenditure (YOE) dollars in Orange County.
G. Transit Fares
The plan assumes fares for all operating agencies remain unchanged from the existing fare
structures.
• Light Rail farebox recovery ratio: 20%
• Triangle Transit bus farebox recovery ratio: 15%
• Chapel Hill Transit bus farebox recovery ratio: 0%
• Orange Public Transportation bus farebox recovery ratio: 3.5%
5/23/2012 - Page 124
24
H. FTA Formula Funds
25
The plan assumes that new bus services will receive partial operating and capital cost
contributions through existing formula programs established by the Federal Transit
Administration (FTA), and that transit agencies in Orange County will receive those
contributions in accordance with historical patterns of funding that existing transit services
have received. Over the life of the plan to 2035, FTA Formula funds are expected to total
$70.9 million in Year -Of- Expenditure (YOE) dollars in Orange County.
I. Additional Revenue Sources
This draft Bus and Rail Investment Plan does not rely on additional municipal contributions,
public or private third party contributions or value capture forms of revenue.
VI. ORANGE FINANCIAL PLAN DATA
The following is a list of the total spending for each technology and category identified in the
Orange County Bus and Rail Investment Plan to 2035. All figures are in Year of Expenditure
dollars (YOE) unless otherwise noted.
• Light Rail Capital: $418.3 million ($316.2 million in 2011 dollars)
• Light Rail Operations: $59.1 million
• Bus Capital:
o MLK Bus Lanes - $24.5 million
o Miscellaneous Bus Capital Projects- $6.7 million
• Bus Operations: $107 million
• Amount borrowed by Triangle Transit to execute the plan: $25 million
• Amount of debt service payments made by Triangle Transit through 2035: $19.2
million
• Hillsborough Intercity Rail Station: $8.9 million
Additional specific financial information on each of these plan elements can be found in the
Appendices.
VII. AGREEMENTS
IMPLEMENTATION AGREEMENT: ANNUAL REVIEW AND CHANGES TO THE PLAN
The Bus and Rail Investment Plan in Orange County details the specific elements of local and
regional bus service, and Light Rail service to be added in Orange County over a 23 -year
period. Because of the long time frame for implementation of the Plan and its major capital
projects, over time there will be changes and revisions made to the Plan. As the statutory
implementation agency, Triangle Transit will work with Orange County, the DCHC
Metropolitan Planning Organization (MPO), and the towns of Chapel Hill, Carrboro,
Hillsborough, the University of North Carolina at Chapel Hill and Chapel Hill Transit, and the
public transit provider in Orange County, to develop and execute an Implementation
agreement which details the following aspects of implementation of the Plan:
5/23/2012 - Page 125
(a) Annual review presentations of the activities and progress made in implementation 26
of the Plan by Triangle Transit to the County and the MPO;
(b) The process for review and vote by the County, the MPO and Triangle Transit's
Board of Trustees or the role of the operating agency regarding on any significant or
substantial revisions to the Plan required by changes experienced in revenues
received, capital costs, operating expenses, or other substantial issues affecting the
Plan;
(c) A recognition and preservation of decision making responsibilities of the operating
agencies;
(d) Responsibility of Triangle Transit for direct disbursement of funds from the
revenues received per Section V (above) to the public agency responsible for
implementing the bus services set forth in the Plan; and
(d) Other necessary provisions regarding implementation of this Plan as agreed to by
the County, the MPO, and Triangle Transit.
COST SHARING AGREEMENT
The capital and operating costs for the 17.3 -mile LRT line will be shared by Orange and
Durham counties. Accordingly, a separate cost sharing agreement between Orange
County, Durham County and Triangle Transit has been developed. The cost sharing
agreement sets forth the respective shares of the capital and operating costs that will
be paid by each county for this project that cross both county and municipal borders.
TAX LEVY AGREEMENT
One additional agreement has been developed by Orange County and Triangle Transit
relevant to the plan. In this tax levy agreement Triangle Transit agrees not to levy the
half -cent transit sales tax for Orange County in the event of a successful referendum
vote on the sales tax until after receiving a Resolution from the Orange County Board
of County Commissioners requesting that the tax be levied.
VIII. NEW STARTS PROCESS
Federal New Starts Funding Process
It is anticipated that Federal funds assisting in the planning and implementation of the
Durham - Orange Light Rail Transit Project would be secured through the Federal Transit
Administration's (FTA) discretionary New Starts program.
New Starts is the federal government's primary financial resource for funding transit
"guideway" capital investments. Projects seeking New Starts funding — like all federally -
funded transportation investments in metropolitan areas — must emerge from a locally -
driven, multimodal corridor planning process, as depicted graphically in this chart:
5/23/2012 - Page 126
Alternatives Analysis
Selection of Preliminary
Locally Preferred
Alternatives
P
U
0000. Scoping
L
L
C
Preliminary Engineering/
Draft Environmental impact
Statement (PEIDEIS)
I
N
Final Selection o
V
Locally Preferred
Alternative
O
L
Preliminary Engineering/
V
Final Environmental Impact
Statement
E
M
E
Environmental Record
of Decision
Final Design
Construction I
27
Through the jointly adopted 2035 Long Range Transportation plan by the Durham - Chapel Hill -
Carrboro MPO (DCHC MPO) and the Capital Area MPO (CAMPO), transportation corridors in
greatest need of more detailed planning and analysis were identified. The Alternatives
Analysis (AA), completed in 2011, focused on a set of needs and alternative actions to address
these needs, and generated information needed to select an option for further engineering
and implementation. In February 2012, the DCHC MPO selected a 17.3 -mile light rail corridor
from East Durham to UNC Hospitals as the locally preferred alternative (LPA). Triangle
Transit, as the local project sponsor, will submit to FTA the New Starts project justification
and local financial commitment and request FTA's approval to enter into the preliminary
engineering (PE) phase of project development.
5/23/2012 - Page 127
28
During the preliminary engineering phase of project development, local project sponsors
refine the design of the proposal, taking into consideration all reasonable design alternatives.
Preliminary engineering results in estimates of project costs, benefits, and impacts at a level
of detail necessary to complete the federal environmental process.
Preliminary engineering for a New Starts project is considered complete when the FTA has
issued a Record of Decision (ROD) as required by the National Environmental Policy Act
(NEPA). Projects which complete preliminary engineering and whose sponsors are
determined by the FTA to have the technical capability to advance further in the project
development process must request FTA approval to enter final design and submit updated
New Starts information for evaluation.
Final design is the last phase of project development, and includes right -of -way acquisition,
utility relocation, and the preparation of final construction plans, detailed specifications,
construction cost estimates, and bid documents.
The FTA typically considers a Full Funding Grant Agreement (FFGA) for a New Starts project
during the final design phase of the New Starts project development process. A State FFGA
will also be requested by the local project sponsor to supplement federal and local funding
sources.
With all funding secured, construction on the project will begin.
IX. ALTERNATIVE PLAN
If it is determined that Federal or State funding for the proposed projects are not
available, an alternative plan must be developed. Upon this determination, Triangle
Transit will work in collaboration with the citizens, elected officials, and stakeholders from
Orange County, Chapel Hill Transit, DCHC MPO and Durham County to identify next steps
toward the development of a revised plan.
X. CLOSING SUMMARY
The Bus and Rail Investment Plan in Orange County is the result of years of collaborative work
among Orange County elected officials and civic leaders, regional stakeholders, municipal and
county staff and Triangle Transit. The plan consists of a balance of bus improvements and rail
investment to help accommodate the population and employment growth that the region is
expected to experience in the next 25 years.
The proposed plan addresses the ongoing need to provide more options to transit riders with
improved and expanded bus and rail connections. Once implemented, the residents of
Orange County will be able to have greater access to jobs, shopping, and activity centers such
as downtown Chapel Hill and Carrboro, the University, or UNC Hospital.
Additionally, the plan will provide core infrastructure investment that will help support the
goals and objectives of local land use plans in Orange County and its municipalities. In
5/23/2012 - Page 128
particular, as evidenced in communities across the country, investment in light rail has proven
to be a great motivator for private companies to build transit - oriented development at
station locations along the rail corridor. This kind of more intense development generally
consists of a mixed -use, walkable environment that can provide a more sustainable
alternative to the suburban growth pattern that exists today, while allowing more open space
to be preserved.
All the elements listed in the Draft Bus and Rail Investment Plan of Orange County are fiscally
constrained. At every turn, the Plan is conservative in revenue assumptions and incorporates
contingencies for capital and operating expenditures.
The draft plan has been shared with the general public, Carrboro Board of Aldermen, Chapel
Hill Town Council, the Hillsborough Town Commissioners, the DCHC MPO, the Burlington -
Graham MPO and the Orange County Commission. The draft plan will be considered for
approval by the DCHC MPO, the Burlington— Graham MPO, the Triangle Transit Board of
Trustees, and the Orange County Board of Commissioners. The Orange County Board of
Commissioners will determine if and when to set a referendum date. Once a referendum
passes, work can begin on implementation of the Bus and Rail Investment Plan.
❖ As directed by NCGS 105 - 510.6, Triangle Transit drafted and developed this Plan,
working in collaboration with the citizens, elected officials, and stakeholders from
Orange County, the DCHC MPO, and Chapel Hill Transit.
5/23/2012 - Page 129
30
DRAFT Bus and Rail Plan In
Orange County
Appendix A:
Master Assumption List
Assumptions in Orange County and Durham County Financial Plans for Bus and Rail Transit
May 21,2012
ASSUMPTIONS
Sales Tax Growth Rate to 2015 ORANGE DURHAM
Sales Tax Growth Rate 2016 and Beyond 1.00% 2.00%
Light Rail Capital Cost Responsibility(Percentage) 3.60% 3.50%
Light Rail Operating Cost Responsibility(Percentage) 22.95% 77.05%
Light Rail Capital Cost Share Based on Current Cost Estimates ($2011 millions) $ 23.95%316.2 76.05%
Light Rail Operating Cost Share Based on Current Cost Estimates($2011 millions) L $ 3.46
$ -._____1 10.98
MLK Bus Lanes Capital Cost ($2011 millions)
MLK Bus Lanes Operating Cost* $ 22.1 NA
p g ($2011 millions) _ $ NA
Hillsborough Intercity Train Station Capital Cost ($2011 millions)
Hillsborough Intercity Train Station Operations Cost ''' $4.0 $8.0 NA
Amount borrowed by Triangle Transit to execute the plan ($2011 millions) Not part of f p plan
Plan Minimum Cash Balance ($2011 millions) $25 $165
$4.1 $12.9
OUTCOMES
New Bus Hours in First Five Years of Plan
Total Cumulative New Bus Hours by End of Plan (Year 2035) 34,650 87, 00
40,950 87,5500
Opening Year for Hillsborough Intercity Train Station 2015
Opening Year for MLK Bus Lanes NA
Opening Year for Light Rail 2019 NA
"Rail Dividend" Bus Hours that can be re-directed when Light Rail Opens 2026 2026
g p 30,000 45,000 12,000 35,000
Plan Cash Balance in 2035 ($2035 millions) r $4
Plan Cash Balance in 2035 ($2011 millions) $45 $
*MLK Bus Lanes have no operating costs because existing, already-paid-for bus services will be-re-organized to use the bus lanes
**Operations cost of Intercity Rail Station assumed to be covered in existing station plans by NCDOT Rail Division and Town
of Hillsborough. Capital Cost contribution of the Orange County plan is 10% of total capital cost for Hillsborough train station.
Light green indicates updated cell or figure since previous draft i
CO
32
TOTAL Plan Revenues and Costs to 2035, and LOCAL Costs to 2035:
All Numbers Are in Year-Of-Expenditure (YOE) Dollars
Orange County Plan Revenue, All Sources to 2035: Total Revenue
$706.0m
2.2%�3.5%
®Sales Tax($162.9m)
10.0%, El Vehicle Registration Fees($32.2m)
%,\ El Rental Tax($21.3m)
IN 23.
Federal Share($247.9m)
8.5% i 4.6% 11 State Share ($130.6m)
3.0% FTA Formula Funds($70.9m)
35.1°% Fares($15.6m)
Bonds($24.5m)
How ALL Dollars Are Spent to 2035: Total Cost $659.9m
2.7% 1'®%X2.9% ®LRT Capital ($418.3m)
A-41 D LRT Operations($59.1m)
16.2% El Hillsborough Train Station ($8.9m)
M MLK Bus Lanes($24.5m)
1.4% 11 Bus Operations ($106.8m)
8.9% Buses ($17.6m)
Bus Capital Projects($6.7m)
Debt Service($19.2m)
How LOCAL Orange County Dollars Are Spent to 2035: $268.7m
7.1%
®LRT Capital ($104.6m)
0.7% F-1 LRT Operations ($29.6m)
Hillsborough Train Station ($0.9m)
a MLK Bus Lanes($6.1m)
la Bus Operations ($82.7m)
►_i Buses($1.8m)
LJ Bus Capital Projects ($24.5m)
2.3% �0.3% Debt Service($19.2m)
Note:small differences and percentages not adding exactly to 100.0%may be due to rounding
33
DRAFT Bus and Rail Plan In
Orange County
Appendix B:
Proposed Bus Service
Enhancements
ORANGE COUNTY DRAFT BUS PLAN -FUNDED AND FUTURE COMPONENTS
REGIONAL SERVICES-FUNDED FIRST FIVE YEARS
Service Type PROJECTS Enhanced or Cumulative New
New Service Hours Service Description
Increase peak-hour frequency of the express route between Durham and Chapel Hill to
Regional Exp Carrboro-Chapel Hill-Durham Express(Route 405) Enhanced 1,506 15 minutes during the peak commute,directly serve Downtown Carrboro with rush hour
service to Durham.
Regional Exp Mebane-Hillsborough-Durham Express Introduce Service New 2,510 Introduce a new express route serving Mebane,Hillsborough,and Durham.
Regional Exp Carrboro-Chapel Hill-Durham Express(Route 405)-mid-day Enhanced 4,016 Increase frequency of the express route between Durham and Chapel Hill or Carrboro to
30 minutes during the mid-day.
Regional Exp Carrboro-Chapel Hill-Durham Express(Route 405)-Sundays New 4,640 Introduce Sunday service on route between Durham and Chapel Hill or Carrboro.
Regional Chapel Hill-Regional Transit Center via Southpoint(Route 800)-Sundays New 5,264 Introduce new Sunday service to the existing TTA route 800.
Regional Exp Carrboro-Chapel Hill-Durham Express(Route 405)-Saturday Enhanced 5,484 Extend service between Durham and Chapel Hill or Carrboro to 11pm on Saturdays.
Regional Chapel Hill-Regional Transit Center via Southpoint(Route 800)-Saturdays Enhanced 5,704 Extend service between RTP and Chapel Hill(via Southpoint)to 11pm on Saturdays.
Regional Route 800-SW Durham(Southpoint)-Chapel Hill peak Enhanced 7,210 Phase 1 service improvement-increase peak hour frequency on the existing TTA Route
800.Currently the route operates at 30-minute frequency.
Regional Exp Chapel Hill-Raleigh Express(Route CRX)-peak Enhanced 7,963 Introduce mid-day service on the express route between Chapel Hill and Raleigh.
Regional Hillsborough-Chapel Hill(Route 420)-peak:IMPLEMENTED In 2012 Enhanced 7,963 Increase frequency of the regional route between Hillsborough and Chapel Hill to 30
minutes during the peak commute.
Re.ional Additional service Hours TBD Enhanced 8 200 237 additional hours that ma au!ment an of the services above
REGIONAL SERVICES-UNFUNDED,FUTURE PRIORITIES AFTER YEAR 2020
Service Type PROJECTS EnhNe`ed or Cumulative Service Description
Regional Exp Mebane-Hillsborough-Durham Express Expansion New g Y04 Increase the frequency on an express route serving Mebane,Hillsborough,and Durham
to 30 minutes at peak.
Regional Hillsborough-Chapel Hill(Route 420)-mid-day Enhanced 13,722 Increase frequency of the regional route between Hillsborough and Chapel Hill to 30
minutes during the mid-day.
Regional Exp White Cross to Carrboro to Chapel Hill Express New 15,228 Phase I-Introduce a new express route serving Alamance County and Chapel Hill(via
NC-54)at an hourly frequency.
Regional Exp White Cross to Carrboro to Chapel Hill Express New 16,734 Phase II -Introduce a new express route serving Alamance County and Chapel Hill(via
NC-54)at a 30-minute frequency.
Regional Exp Chapel Hill-Raleigh Express(Route CRX)-mid-day Enhanced 18,366 Introduce mid-day service on the express route between Chapel Hill and Raleigh.
Regional Chapel Hill-Regional Transit Center via Southpoint(Route 800)-mid-day Enhanced 19,997 Increase frequency of the regional route between RTP and Chapel Hill(via Southpoint)
to 30 minutes during the mid-day.
Regional Route 800-RTC via SW Durham(Southpoint)-Chapel Hill peak Enhanced 20,813 Phase 2 service improvement-increase frequency of the existing Route 800 between
RTP and Chapel Hill(via Southpoint)to 15 minutes during the peak commute.
Regional Chapel Hill-Regional Transit Center via Woodcroft(Route 805)-mid-day Enhanced 21,691 Introduce added mid-day trips to regional route between Woodcroft and Chapel Hill.
Prepared by Triangle Transit
April 23,2012
CO
Orange County Transit Plan: Proposed Regional Bus Service Improvements
® ir'
7-----------
)-- , , ,,i
Ala , — —,r
t
1 ow
-if . �x LEGEND
' `�;# { :Triangle Counties
;, 8s F`" '?C. r ; ' <, ��Orange Townships
N��4p � �' � �" r I_—!Hillsborough
•Rq
6u . r I'Chapel Hill
�r.f
li ,� c� Carrboro
p e; y� * y° Streets
j Durham Tech
' - sv' r! ••Chapel Hill-Raleigh Express
Oran u am Cam•us •' •" Downtown ; /IPA,- �.Carrboro-Chapel Hill-Durham
. � �, Durham ,
�`' Mebane-Hillsborough-Duke-Durham
r
Duke wx � '� +YtiP .
Chapel Hill-South Durham-RTP
t'� q 1 NCCU 4 ' ��� �° `�" 'N•mwHillsborough-Chapel Hill
C .4 -,";',,:.s,,, i ° f Park-Ride Catchment Area
D - Std ' c'Y ' *
/� r I .. 4` .,,,, ;°' P' Existing P-R Lots
{4q '8 rcP Potential P-R Lots
- ' Other
bra ( ; 2010 Residents Per Sq. Mile
r • � I
/ 0 to 250
P i 250 to 500
~ ' .. ,ti' ,A 1500 to 1,000
-- •-•___ ° �-' �/�� 1,000 to 2,000
°"• 9yA -2,000 to 3,500
TC JJ -3,500 to 5,000
I
-5,000 to 10,000
-10,000 and above
r
0 2.5 5 7.5
Created by Triangle Transit Staff Miles
cri
April 23,2012
CA)
ORANGE COUNTY DRAFT BUS PLAN -FUNDED AND FUTURE COMPONENTS
HILLSBOROUGH LOCAL AND RURAL ORANGE COUNTY SERVICES-FUNDED FIRST FIVE YEARS
Service Type PROJECTS Enhanced or Cumulative New Service Description
New Service Hours
Local Hillsborough Circulator Enhanced 2,008 Operate Hillsborough Circulator Mon-Fri,B hours per day
Local Improve Service in Unincorporated Orange County Enhanced 4,200 _Improve capacity of demand response service to rural areas
Local Hillsborough Circulator Phase 2 Enhanced 4,702 Add Saturday Service to Hillsborough Circulator
Local Improve Service in Unincorporated Orange County Enhanced 6,887 Further improve capacty of demand response service to rural areas
HILLSBOROUGH LOCAL AND RURAL ORANGE COUNTY SERVICES -UNFUNDED,FUTURE PRIORITIES AFTER YEAR 2020
I I I I
NA-All identified needs funded in first five years.
Prepared by Triangle Transit
Apnl 23,2012
W
Cr)
, .
Orange County Transit Plan: Proposed Hillsborough and Rural Bus Service Improvements
OR
tp,
k
LI
rl
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CS' \
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Oranqo CI,
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----■
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----------____ ----..., /as
DURHAM
ma /iTO -(0\
, NC3
LEGEND
AlC 54 r
Hillsborough
I Chapel Hill
tkl 1---learrboro
1 Streets
.,‘.
........A,
=Enhanced OPT Dial-A-Ride Servic
1 0 2 4 6
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--J
ORANGE COUNTY DRAFT PLAN-FUNDED AND FUTURE COMPONENTS
CHAPEL HILL TRANSIT BUS SERVICE OPTIONS
Service Type Project Enhanced or New Cumulative New Service Hours
Local Service Improvements Chapel Hill,Carrboro,UNC in the 15/501 corridor Enhanced 7,279
Local 54 Corridor Improvements(Orange and Durham Counties Enhanced 4,016
Local Support existing services Enhanced 6,000
Local Chapel Hill-Carrboro-UNC Saturday Service New 5,096
Sub-Total
22,391
Local Chapel Hill-Carrboro-UNC Sunday Service New 3,640
Local Extend evening service in Chapel Hill Carrboro UNC Enhanced 4,080
Regional Pittsboro-Chapel Hill Express Enhanced 816
Local Improve peak hour frequency Chapel Hill Carrboro UNC Enhanced 2,209
Total
33,136
This list of service priorities supplied by Chapel Hill Transit exceeds the 22,332 bus hour budget currently expected to be available in the plan
for Chapel Hill Transit.Roughly a third of the proposed service hours will not be funded in the plan.Chapel Hill Transit and its partners will
make a final determination of service priorities based on extensive public involvement and analysis in order to fit within the approximately
22,000 hour limit called for in the financially constrained plan.
CO
Co
Bus Operations
Total Bus Operations and Maintenance Costs by Year
Year 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Bus Hours 9,000 15,750 24,750 34,650 34,650 34,650 34,650 34,650 34,650 34,650 34,650 34,650
Cost($YOE thousands) $ 905 $ 1,608 $ 2,565 $ 3,702 $ 3,817 $ 3,935 $ 4,057 $ 4,183 $ 4,313 $ 4,447 $ 4,584 $ 4,727
Year 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035
Bus Hours 34,650 34,650 34,650 34,650 34,650 34,650 34,650 34,650 34,650 34,650 40,950
Cost($YOE thousands) $ 4,873 $ 5,024 $ 5,180 $ 5,341 $ 5,506 $ 5,677 $ 5,853 $ 6,034 $ 6,221 $ 6,414 $ 7,815
Total Bus Operations$YOE Cost to Year 2035
$ 106,782,735
Bus Operations Costs assumed to be split according to following percentages:
Federal 8.9%
State 10.0%
Local 77.6%
Fares 3.5%
ca
co
40
DRAFT Bus and Rail Plan In
Orange County
Appendix C:
Bus Capital Enhancements
Bus Capital and Vehicle (Bus) Purchases/Replacements
Total Bus Purchases(New and Replacement Buses)
Year 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
New Buses Purchased 4 3 4 4 - - - - - - - _
Replacement Buses Purchased
Cost($YOE thousands) 1,606 1,222 1,654 1,876 - - - - - - -
Year 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035
New Buses Purchased - - - - - - - - - - 3
Replacement Buses Purchased 4 3 4 4 - - - - - - -
Cost($YOE thousands) 2,245 1,736 2,386 2,706 - - - - - - 2,132
Total Bus Purchases$YOE Cost to Year 2035
$ 17,564,162
Total Bus Capital Project Spending(Amenities,Transit Centers, Park/Ride Lots,Sidewalks,etc)
Year 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Cost($YOE thousands) 656 2,664 3,379 - - - - - - - -
Year 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035
Cost($YOE thousands) - - - - - - - - - - -
Total Bus Capital Projects$YOE Cost to Year 2035
$ 6,699,000
Bus Purchases and Bus Capital projects assumed to be split according to current trend:
Federal 80%
State 10%
Local 10%
42
DRAFT Bus and Rail Plan In
Orange County
Appendix D:
Hillsborough Train Station
Expenditures
Hillsborough Intercity Rail Station
Total Rail Station Construction Costs by Year
Year 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Cost($YOE thousands) $ 875 $ 3,552 $ 4,506 $ - $ - $ - $ - $ - $ - $ - $ - $
Year 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035
Cost($YOE thousands) $ - $ - $ - $ - $ - $ - $ - $ - $ - $ $
Total Hillsborough Intercity Rail Station$YOE Cost to Year 2035
$ 8,932,229
Hillsborough Rail Station assumed to be split according to pattern for other NCDOT Rail Division-approved stations
Federal 80%
State 10%
Local 10%
NCDOT Rail Division has studied two possible station designs.The option in the plan includes a permanent station. A modular,
temporary station can be built for less money,approximately$4 million in.$2011 dollars. Examples of the type of station the$8.9
million YOE dollar investment projected above would build can be found in Cary and Kannapolis.
co
44
DRAFT Bus and Rail Plan In
Orange County
Appendix E:
MLK Bus Lanes
Expenditures
MLK Bus Lane Project
Total MLK Bus Lane Project Costs by Year
Year 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Cost($YOE thousands) $ 694 $ 704 $ 4,007 $ 7,456 $ 7,892 $ 3,703 $ - $ - $ - $ - $ - $ -
Year 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035
Cost($YOE thousands) $ - $ - $ - $ - $ - $ - $ - $ - $ _ $ _ $ _
Total MLK Bus Lane$YOE Cost to Year 2035
$ 24,456,259
Project Costs are anticipated to follow the percentages below within the FTA Small Starts program
Federal 50%
State 25%
Local 25%
.A
01
46
DRAFT Bus and Rail Plan In
Orange County
Appendix F:
Light Rail Expenditures
Durham-Orange Light Rail Expenditures: Capital & Operating to 2035
Total Light Rail Capital Spending
Year 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Cost($YOE thousands) $ 3,258 $ 3,306 $ 5,034 $ 3,460 $ 3,567 $ 5,517 $ 16,757 $ 28,530 $ 31,211 $ 68,984 $ 120,898 $ 96,797
Year 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035
Cost($YOE thousands) $ 31,009 - - - -
Total Bus Purchases$YOE Cost to Year 2035
$ 418,327,293
Total Light Rail Operations Spending
Year 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Cost($YOE thousands) - - - - - - - -
Year 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035
Cost($YOE thousands) - $ 5,135 $ 5,294 $ 5,458 $ 5,627 $ 5,802 $ 5,982 $ 6,167 $ 6,358 $ 6,555 $ 6,759
Total Light Rail Operations$YOE Cost to Year 2035
$ 59,136,705
The capital cost of the Durham-Orange Light Rail project is anticipated to be split as follows:
Federal 50%
State 25%
Local 25%
The operating cost of the Durham-Orange Light Rail project is anticipated to be split as follows:
Federal 20%
State 10%
Local 50%
Fares 20%
v
48
DRAFT Bus and Rail Plan In
Orange County
Appendix G:
Revenues by Year
Orange County Plan Revenues
Total Orange County Revenues by Year($YOE millions)
Year 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
1/2-Cent Sales Tax* $ 3.9 $ 5.0 $ 5.0 $ 5.2 $ 5.4 $ 5.6 $ 5.8 $ 6.0 $ 6.2 $ 6.5 $ 6.7 $ 6.9
$7 Vehicle Registration Fee* $ 0.6 $ 0.8 $ 0.8 $ 0.8 $ 0.9 $ 0.9 $ 0.9 $ 0.9 $ 0.9 $ 0.9 $ 1.0 $ 1.0
$3 Vehicle Registration Fee* $ 0.3 $ 0.3 $ 0.4 $ 0.4 $ 0.4 $ 0.4 $ 0.4 $ 0.4 $ 0.4 $ 0.4 $ 0.4 $ 0.4
Car Rental Tax(existing) $ 0.6 $ 0.6 $ 0.6 $ 0.7 $ 0.7 $ 0.7 $ 0.7 $ 0.8 $ 0.8 $ 0.8 $ 0.9 $ 0.9
FTA Formula Funds $ 2.3 $ 2.4 $ 2.4 $ 2.5 $ 2.6 $ 2.6 $ 2.7 $ 2.8 $ 2.8 $ 2.9 $ 3.0 $ 3.0
Federal Projects Share $ 4.5 $ 8.0 $ 12.2 $ 7.0 $ 5.7 $ 4.6 $ 8.4 $ 14.3 $ 15.6 $ 34.5 $ 60.4 $ 48.4
State Projects Share $ 1.4 $ 1.9 $ 3.5 $ 3.3 $ 3.2 $ 2.7 $ 4.6 $ 7.6 $ 8.2 $ 17.7 $ 30.7 $ 24.7
Fares $ 0.0 $ 0.1 $ 0.1 $ 0.1 $ 0.1 $ 0.1 $ 0.1 $ 0.1 $ 0.2 $ 0.2 $ 0.2 $ 0.2
Bond Proceeds $ - $ - $ - $ - $ $ $ $ $ $
Total Revenue By Year $ 14.4 $ 20.2 $ 26.2 $ 21.1 $ 20.2 $ 18.9 $ 24.9 $ 34.1 $ 36.5 $ 65.2 $ 110.4 $ 104.5
Year 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 TOTAL
1/2-Cent Sales Tax $ 7.2 $ 7.4 $ 7.7 $ 8.0 $ 8.3 $ 8.6 $ 8.9 $ 9.2 $ 9.5 $ 9.9 $ 10.2 $ 162.9
$7 Vehicle Registration Fee $ 1.0 $ 1.0 $ 1.0 $ 1.1 $ 1.1 $ 1.1 $ 1.1 $ 1.1 $ 1.2 $ 1.2 $ 1.2 $ 22.5
$3 Vehicle Registration Fee $ 0.4 $ 0.4 $ 0.4 $ 0.5 $ 0.5 $ 0.5 $ 0.5 $ 0.5 $ 0.5 $ 0.5 $ 0.5 $ 9.7
Car Rental Tax(existing) $ 0.9 $ 1.0 $ 1.0 $ 1.0 $ 1.1 $ 1.1 $ 1.2 $ 1.2 $ 1.3 $ 1.3 $ 1.4 $ 21.3
FTA Formula Funds $ 3.1 $ 3.2 $ 3.3 $ 3.4 $ 3.4 $ 3.5 $ 3.6 $ 3.7 $ 3.8 $ 3.9 $ 4.0 $ 70.9
Federal Projects Share $ 17.3 $ 1.4 $ 1.9 $ 2.2 $ - $ - $ - $
State Projects Share $ 8.5 $ 1.2 $ 1.3 $ 1.4 $ 1.1 $ 1.1 $ 1.2 $ 1.2 $ 1.3 $ 1.3 $ 1.7 $ 130.6
Fares $ 0.2 $ 1.2 $ 1.2 $ 1.3 $ 1.3 $ 1.4 $ 1.4 $ 1.4 $ 1.5 $ 1.5 $ 1.6 $ 15.6
Bond Proceeds $ 1.2 $ - $ - $ - $ - $ $ $ $
Total Revenue By Year $ 41.2 $ 18.3 $ 19.4 $ 20.2 $ 18.3 $ 18.9 $ 19.5 $ 20.1 $ 20.7 $ 21.3 $ 24.1 $ 706.0
Total Orange County Transit Plan$YOE Revenue to Year 2035
$ 706,000,000
*Revenue in first year is 75%of full value because revenue source is anticipated to be active on 4/1/2013,not 1/1/2013
Co
Ame,.�- ,a
INTERLOCAL IMPLEMENTING AGREEMENT ON TRANSIT FUNDING
FOR ORANGE COUNTY
BETWEEN ORANGE COUNTY BOARD OF COMMISSIONERS AND
TRIANGLE TRANSIT AUTHORITY
This Interlocal Agreement ( "Agreement ") dated 1 2012 is
entered into by and between Orange County ( "Orange "), a North Carolina County, and
Research Triangle Regional Public Transportation Authority, d /b /a Triangle Transit
( "TTA "). Orange and TTA may be referred to individually as "Party" and collectively as
"Parties ". This Agreement is made pursuant to Article 20 of Chapter 160A of the North
Carolina General Statutes.
Whereas, the Parties each desire to provide for the future transportation needs of
Durham and Orange, understanding that enhanced mobility options will support a high
quality of life, strengthen economic development, and enhance sustainability; and
Whereas, the Parties, together witti - Durham
County, Durham County and Research Triangle ,
Interlocal Agreement for Cost Sharing for LRT Rail` F
outlining the provision of costs related to the plann;:
maintenance of a 17.3 mile passenger rail service run!
having 17 stations, four of which are located in Orange
unty entered into the Orange
gional Public Transportation
ect ( "Cost Share Agreement ")
construction, operation, and
g from Durham to Orange and
wri y (the "LRT Project "); and
Whereas, the Par#isacknowledge that the LRT'Project will be managed,
planned, constructed," maintained and operated by the TTA according to Orange
County's Bus and Rail. Invesli" Plan ( "BRI Plan ") as adopted or subsequently
modified by the Parties, which plan; shall be modified and amended as provided in this
Agreement.
Now therefore, in light of the mutual 'covenants contained herein the Parties
hereby agree as follows:
1. APPROVAL OF THE TRANSIT PLAN: Orange has previously approved the
BRI Plan subject to the Parties' entry into and approval of this Agreement. The
BRI Plan details funding sources and use, governance, local rail priorities, bus
service expansion strategy, structure, and financial implementation.
2. TRANSIT SPECIFIC FUNDING SOURCES: The parties agree that additional
funds for transit are needed locally and that new local tax sources of revenue,
as allowed by the North Carolina General Assembly, should be pursued. The
taxes or fees that should be considered are:
a. An additional Y cent sales tax for all non - exempted goods sold within
Orange County. This source shall require the approval of over 50% of the
voters in a referendum to be enacted.
Page 1 of 10
b. A new $7.00 vehicle registration fee on all vehicles registered within
Orange County, as decided by the Orange County Board of County
Commissioners ( "BOCC ").
c. A $3.00 increase in the existing vehicle registration fee on all vehicles
registered within Orange County. This fee would only go into effect if the
TTA Board of Trustees approves the increase.
This Agreement incorporates the BRI Plan in full by reference (Attachment 1).
The BRI Plan sets forth the sources of revenue, expected amounts of revenue
received over the term of the BRI Plan, the allocation of revenue for bus and rail
projects and services, and the lead provider of each ";service.
3. GOVERNANCE: Future decision - making authority regarding the BRI Plan shall
lie with the BOCC. The parties agree tv ,abide by the final decisions of the
BOCC subject to the terms of this Section.
a. The parties agree that the BOCC will receive annual reports by August 1
regarding the status of the plan and may evaluate the;effectiveness of this
Agreement and efficiency and effectiveness of the BRI Plan. The BOCC
evaluation will be based on municipal input, public input, financial health of
the BRI Plan, including revenues, expenditures and timing, and the status
of transit project implementation. If issues are identified, the Parties to this
Agreement grant the BOCC the power to request special reporting from
the service district, the Orange County Transit Plan Partnership, or any
transit provider. Once special reporting is.requested the BOCC may, with
a supermajority vote, prohibit_the -;use of Grange County generated local
funds until such time as the identified issue(s) is satisfactorily addressed.
Any'..':,. route that is funded with aforesaid revenues between cities or
betweem counties (excepting that portion of Chapel Hill in Durham County
and between Chapel Hill and Carrboro) is a decision of the BOCC since
the effect of that route has regional significance and the impact on inter -
county or intra= county agreements.
C. Higher revenues than those projected in the financial model shall be held
by TTA in reseiiie in a separate account for a period of at a minimum two
years. The ":�BdCC may by majority vote, authorize the allocation of
additional monies for buses, small capital, or continue to hold the funds in
reserve for future larger capital programs such as Small Starts or Very
Small Starts applications.
d. An advisory board will be created to be known as the Orange County
Transit Plan Partnership. The five member board will consist of one
member from each of the entities (Chapel Hill Transit, Hillsborough, and
Mebane) and two members from the BOCC. Advisory Board members
shall be appointed by the BOCC and the board and its members shall be
subject to the terms of the Orange County Board of County
Page 2 of 10
Commissioners Advisory Board Policy document and any associated
board specific policy document.
Information on major recommendations related to the BRI Plan and/
or the Orange County local transit tax revenue shall be distributed
to the Parties at least 30 days prior to the advisory board's
recommendation. Recommendations related to funding sources,
investment priorities, and financial bonding shall be considered
major recommendations.
2. Elected officials representing any of the advisory board member
entities may request a "directed vote" from their board
representative. When this type of vote is requested the
representative may only vote as directed by a majority vote of the
elected body.
3. All proposed changes to,the Orange County Area Transit Plan shall
be routed through the i6rham Chapel Hill Carrboro Metropolitan
Planning Organization ( "MPO ") standard plan modification
procedure if and when required This procedure shall include
review by the Transportation" Coo rdinating Committee, applicable
public outreach, a public comment period, and public hearing.
4. The MPO and Orange County shall review and have the statutory
authority to approve the initial BRI Plan".,. The BOCC shall review
end may "approve all amendments to the BRI Plan as provided in
4. LOCAL FUNDING FOR FIXED GUIDEWAY SERVICE:
Orange approved a Locally'Preferred Alternative in February of 2012 that noted a
corridor alignment and'- end points '(i.e. length), as well as, a fixed guideway
technology chosen to be ;Light Rail. ' The use of funds noted herein to be
implemented will be in accordance with the BRI Plan and the Cost Share
Agreement.
5. LOCAL FUNDING FOR BUS SERVICE:
a.
1. In accordance with the non - supplantation mandate set out in NCGS
105 -510 the parties to this Agreement agree to maintain the equivalent
hourly service and associated dollar amount of non -sales tax local transit
investment at or above the level budgeted on August 1, 2009. To meet
this expectation, a financial report (detailing the amount of non -sales local
tax money spent and verifying that at least hours and $
was spent) will be produced annually by TTA. Through
separate agreement TTA shall require Chapel Hill Transit to produce such
annual financial report. Orange shall require Orange Public
Transportation to produce such annual financial report.
Page 3 of 10
3
2. The Parties acknowledge that the majority of service and non -sales tax
funds will come from existing sources as detailed in Table 1 during the
initial years of BRI Plan implementation.
3. A full description of each transit provider's fixed bus route summary is
required to establish baseline existing services. Associated services and
capital (i.e. bus stops, etc.) should be included as well as funding sources.
New and expanded routes will either develop a new bus route description
and /or note the expansion of existing route and the associated bus hours.
4. The Parties acknowledge that in future years of BRI Plan
implementation the use of new funds as authorized in Articles 43, 50 and
51 of NCGS Chapter 105 will be initialized as formulated in the BRI Plan
but may be reapportioned, through an amendment to this Agreement,
based on population and as determined by the BOCC and advised by the
Advisory Board of the Orange County Transit Plan Partnership. See
Table 2 and 3.
Entity -."Au �ust 1, 2009 Funding Level
Chapel Hill Transit Hours Dollars
• Town of Chapel Hill
• Town of Carrboro
uran a L;oupty Hours Dollars
Irian le Transit Hours Dollars
5. Each provider ret'ams- authority to modify existing routes within these
parameters. Minor motlifications to existing routes, including but not
limited to alterations of stop.` "locations, roads travelled between stop
locations, or route extensions consisting of less than one mile in distance,
shall not entitle any provider to utilize Article 43 revenues for those routes.
Page 4 of 10
4
5
b. Apportionment of County Vehicle Tag Fee Monies for Existing
Service
Apportionment of funds for existing services will be as follows:
Orange County Population Distribution (Census 2010)
Table 2
Areas
Population
Percenta a
Hours
Dollars
Chapel Hill
54,397
40.66%
Carrboro
19,582
14.64%
Chapel Hill - Carrboro
Subtotal
73,979
55.29%
3,317
$321,749
Unincorporated
Orange Coun
51,942
38.82%
Hillsborough
6,087
Mebane
1,793
1.34%
Rural /Central
Orange Area
Subtotal
59,882
44.71%
-2`682
$260,212
Orange County
."
Total Po ulation
133,801
100%
1. The Parties acknowledge that 75 6 percent of vehicle tax revenues will
be used to support existing service This percentage is equivalent to
approximately 6000 hours arts /or $582,UU0 (@ $97 /hour). The
remaining vehicle tag revenueequates to approximately 1938 hours
and /or $187,986 which wil} be, used for new and expanded service.
The BOCC may distribute its share of monies to other transit providers
as t',determines by resolution. If more than 6,000 hours or 75.6% is
used, then . monies for new and expanded service will be reduced. The
monies ($260,212) noted to fund approximately 2,682 hours are
calculated at $97 /hour operating cost, which is the rate used for the
vast majority of the providers (CHT and TTA) in the bus service plan,
`however OPT operated at approximately $58 /hour in FY2011/12. For
those existing services provided by OPT or future contractual provider,
the allocation of monies will be based on the effective hourly
operations rate of that provider. Monies saved from the difference in
$97 /hour vs $58 /hour (FY2011 -12) will be employed in the
Rural /Central Orange Area or the associated regional connectivity of
the above area as decided by the BOCC by resolution.
NOTE:
A full description of each fixed bus route summary is required to establish
baseline existing services. Description should include, but not be limited
to, service provider, service type, route name and description, map and
days and hours of service. Associated services and capital (i.e. bus stops,
etc.) should be included as well as funding sources. New and expanded
Page 5 of 10
routes will either develop a new bus route description and /or note the
expansion of existing route and the associated bus hours. If more than
6,000 hours or 75.6% is used, then monies for new and expanded service
will be reduced.
C. Apportionment of % cent transit sales tax and other revenue sources
not outlined in 5(a) and 5(b) above to support new and expanded
services
This referenced system is used in the levy of the "Local Government Sales
Use Tax" to allocate monies from the Secretary of State to TTA as shown
to support new and expanded transit services in an area and region to the
service provider of the specific route. The BOCC will be responsible to
designate providers or prioritize routes for regional (multi - county), or
intercity (e.g. Hillsborough to CHT area) route decisions.
Page 6 of 10
1.1
7
Table 3
(2012 Estimate
Entity
Hours
$ Amount **
2035
Total
Less Support Existing Service
Remaining
40,950
6,000
34,950
$3,972,150
$582,000
$3,390,150
Orange Count R, H, M/D
Triangle Transit
- Regional and intercity
OC/TTA Subtotal
Chapel Hill Transit CH,C,UNC
CHT Subtotal
. 2018
Total
34,650
$3,361,050
Less Support ExistingService
6,000
$582,000
Remaining
28,650
$2,779,050
Orange Count R, H, M/D
Triangle Transit
- Regional and intercity
OC/TTA Subtotal
Chapel HiILTtansit CH,C,UNC
CHT Subtotal
2016
Total,;
28, 350
$2,749,950
Less Su ort, Existing Service
$582,000
Remaining
22,350 1
$2,167,950
e County (R,
le Transi#.
regional and i
'A Subtotal
Chapel Hill Transit (CH,C,UNC)
CHT Subtotal
** Assumed at $97 /hour - Hourly costs operated at lower than assumed can
accrue to similar service areas and /or service function (i.e. rural, regional,
local
CH = Chapel Hill, C = Carrboro, H = Hillsborough, M = Mebane, D = Durham,
R = Rural, UNC = University of North Carolina
Page 7 of 10
6. PERFORMANCE OF TRANSIT: The Parties agree that every effort will be made to
ensure that provided transit services are safe, reliable, and efficient. TTA, as the
implementing agency, shall report annually to the Commissioners and the MPO on
progress towards implementation of the BRI Plan. At a minimum, transit services will be
evaluated annually by transit. providers and reported to the BOCC and the Orange
County Transit Plan Partnership Advisory Board. These periodic evaluations will be a
collaborative and cooperative process between the jurisdictions receiving transit service
and the transit service providers with a goal of making services successful from both a
coverage and market objective. The Parties will make available to the public an annual
report detailing costs, expenditures, and the status of the implementation of the BRI
Plan.
a. The BOCC, with an advisory recommendation from the Orange County
Transit Plan Partnership Advisory Board, ' may°. utilize the transit service
performance standard guidelines (urban;" rural ands „demand response) and
ridership trend data to make a determination as to , whether any changes to
transit services are warranted from monies related to .,new and expanded
service. Performance guidelines will be jointly developed acid agreed to by the
BOCC and transit providers. Such guidelines shall be developed within two
years of the effective date; of this Agreement.
b. Transit providers sha
described in the BRI Plan.
for providing transit services as
b. If the New Starts application for the LRT Project in accordance with the Locally
Preferred Alternative Js unsuccessful then a re- analysis of the cost -share
agreement and, new,-proposal must be accomplished before a new initiative is
undertaken. The timeframe to determine success is five years from the effective
date of this Agreement. This provision shall be reviewed annually.
8. TERM AND TERMINATION
a. The term of this Agreement shall be from the date first above recorded to and
including June 30, 2035. Upon its expiration the Agreement may be renewed
upon mutual agreement of the Parties for successive three -year terms.
b. The Agreement may be terminated upon mutual agreement of the Parties or
by either of the Parties upon a material breach by the other Party.
Page 8 of 10
9. OPERATION OF THIS AGREEMENT: Except to the extent provided otherwise in 9
this Agreement, it is agreed that the Orange County Manager shall designate persons to
carry out Orange County's obligations under this Agreement and the General Manager
of TTA shall designate persons to carry out TTA's obligations under this Agreement.
10. AMENDMENTS AND OTHER ASPECTS FOR THE IMPLEMENTATION OF THE
BRI PLAN
a. The BRI Plan shall be reviewed and amended as may be necessary
subject to the following provisions:
1. Review of the BRI Plan for efficiency and effectiveness by
transportation staff for Orange shall occur every two years.
2. Orange transportation staff and /or the Orange County Transit Plan
Partnership may recommend amendments to the BRI Plan as they
deem appropriate. r
3. The Parties shall review such recommendations and take such action
as may be needed to amend the BRI Plan.
4. Review may, but is not required Jlgo, be-
based upon material changes
in revenues such as an increase .For decrease greater than three
percent (3 %), material changes m "costs such as an increase or
decrease greater than three percent (3 °Jo), or material changes in bus
service priprities or bus services funded by "the BRI Plan.
611
a
b. Neither this .`Y
referendum re
the voters of
regarding the i
1. This Agreement
or renewal of this Agreement must be in the form of
,nt approved by the governing Boards of the Parties.
t " nor the BRI Plan shall be effective until a
ie imposition of the % cent transit tax is passed by
County. Upon such passage of a referendum
of the % cent transit tax:
effective.
2. The BRI Plan becomes effective.
3. The BOCC may vote to impose the seven dollar County Tag Fee.
4. The governing Board of TTA may vote to increase the TTA based tag
fee by three dollars.
5. The BOCC may by resolution "authorize TTA to proceed with the
cent tax levy as set forth in the Orange County Tax Levy Agreement
and as provided in Chapter 105, Article 43 of the North Carolina
General Statutes.
Page 9 of 10
11. GOVERNING LAW 10
This Agreement shall be governed by and in accordance with the laws of the
State of North Carolina. All actions relating in any way to this Agreement shall be
brought in the General Court of Justice in the County of Durham and the State of
North Carolina.
IN WITNESS WHEREOF, the Parties have approved this Agreement and have
caused it to be signed by the Chair of the Orange County Board of County
Commissioners, attested to by the Clerk of the Orange County Board and by the
General Manager of TTA and is effective as provided in Section 10(b) herein.
Orange County
Bernadette Pelissier, Chair
Board of County Commissioners
Research Triangle Regional Public Tra
David
nager
Approved as to,,legal form:
Wib Gulley, Gene
Page 10 of 10