HomeMy WebLinkAboutAgenda - 06-21-2016 - 7-d - Addition of Wake County to the Renamed Triangle Tax District and Approval of the Wake County Transit Plan and Multiparty Interlocal Transit Agreement 1
ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: June 21, 2016
Action Agenda
Item No. 7-d
SUBJECT: Addition of Wake County to the Renamed Triangle Tax District and Approval of
the Wake County Transit Plan and Multiparty Interlocal Transit Agreement
DEPARTMENT: Planning and Inspections
ATTACHMENT(S): INFORMATION CONTACT:
1. Letter from Wake County — Office of Bonnie Hammersley, County Manager,
County Manager (919) 245-2306
2. Multiparty Interlocal Transit John Roberts, County Attorney,
Agreement (919) 245-2318
3. Wake County Transit Investment Craig Benedict, Planning & Inspections
Financial Plan Director, (919) 245-2592
4. The Durham County Bus and Rail
Investment Plan
5. The Bus and Rail Investment Plan In
Orange County
PURPOSE: To approve the addition of Wake County to the renamed Triangle Tax District and
approval of the Wake County Transit Plan and Multiparty Interlocal Transit Agreement
BACKGROUND: Durham and Orange counties approved their state authorized ability to
implement the `Mobility Bill' transit tax as a part of the financial plan with the associated `Bus
and Rail Investment Plan's (BRIP's) in 2012. Wake County is requesting two actions from
Orange County to facilitate the expected addition of Wake County to the Triangle Tax District
("Special District"), the renamed and expanded district currently known as the Western Triangle
Tax District.
Wake County's participation in the Special District, if the funding is approved by Wake County
voters through an advisory referendum, will allow the region to continue to work cooperatively to
expand and improve transit options for the strongly linked communities. The actions requested
are:
1) Approval of the Wake County Transit Plan, specifically the financial plan (see
Attachment 3) as required by the Local Government Sales Tax Act ("the Act") North
Carolina General Statute 105-508, et seq. The Act requires that in the event of
expansion of the Special District, existing members must approve the financial plan of
any new member; and
2) Approval & Execution of an Agreement Setting Forth the Mutual Understanding of the
Parties as to the Scope and Content of the Financial Plan Between Research Triangle
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Regional Public Transportation Authority ("Go Triangle'); Durham County; Orange
County; Wake County; Capital Area Metropolitan Planning Organization; Durham,
Chapel-Hill, Carrboro Metropolitan Planning Organization,-and Burlington-Graham
Metropolitan Planning Organization (See "Agreement" at Attachment 2).
The purpose of this Agreement is to set forth the formal approval of the Financial Plan for the
Special District as required by the Act and a mutual understanding among the parties as to the
financial terms and conditions governing the collection and expenditure of revenues for transit
systems within the (expanded) Special District.
In order for Wake County and its municipal and transit partners to remain on schedule for the
anticipated November 8, 2016 advisory referendum, Wake County is requesting final approval of
both the Wake Transit Plan (incorporating the Wake County Financial Plan) and the proposed
Agreement on or before August 12, 2016 via the attached authorizing resolution.
Attachment 1, a letter from Wake County Manager Jim Hartmann, summarizes the Wake Transit
Plan and Agreement; specifically pages 2 and 3 of the letter (Attachment 1) and Attachment 2
as noted above.
The Capital Area Metropolitan Planning Organization and the Go Triangle Board have approved
the Wake Transit Plan and agreement.
Staff is presenting these materials for Board approval at this time since the next regular Board
meeting in September would be past the approval timeline.
FINANCIAL IMPACT: The Agreement ensures the addition of Wake County to the Special
District will not alter or disrupt the implementation or governance of the Durham-Orange Transit
Plan. The Agreement acknowledges that the transit plans within the Special District are parallel
and separate. To that end, the Agreement provides that 100% of all transit revenues collected
on behalf of Durham and Orange counties will remain solely dedicated and segregated for the
benefit of the Durham-Orange Transit Plan.
Likewise, all transit revenues collected on behalf of Wake County will be segregated and solely
dedicated to fund the Wake Transit Plan. To the extent that there are regional transit projects
crossing the jurisdictional boundaries of Wake, Durham or Orange counties, the Agreement
clarifies that nothing restricts the parties from entering into Cost Sharing Agreements for the
same.
SOCIAL JUSTICE IMPACT: The following Orange County Social Justice Goals are applicable
to this item:
• GOAL: ENSURE ECONOMIC SELF-SUFFICIENCY
The creation and preservation of infrastructure, policies, programs and funding necessary
for residents to provide shelter, food, clothing and medical care for themselves and their
dependents.
• GOAL: CREATE A SAFE COMMUNITY
The reduction of risks from vehicle/traffic accidents, childhood and senior injuries, gang
activity, substance abuse and domestic violence.
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RECOMMENDATION(S): The Manager recommends that the Board:
1) Approve the Wake County Transit Plan, specifically the financial plan (see Attachment
3) as required by the Local Government Sales Tax Act ("the Act") North Carolina
General Statute 105-508, et seq. The Act requires that in the event of expansion of
the Special District, existing members must approve the financial plan of any new
member; and
2) Approve and authorize the Manager to Execute an Agreement Setting Forth the Mutual
Understanding of the Parties as to the Scope and Content of the Financial Plan
Between Research Triangle Regional Public Transportation Authority ("Go Triangle');
Durham County; Orange County; Wake County; Capital Area Metropolitan Planning
Organization; Durham, Chapel-Hill, Carrboro Metropolitan Planning Organization,-and
Burlington-Graham Metropolitan Planning Organization (See "Agreement" at
Attachment 2).
Attachment 1 4
*
WAKE Office of the County Manager TEL 919 856 6160
COUNTY P.O. Box 550-Raleigh North Carolina 27602 FAX 919 856 6168
May 26,2016
Wendell Davis
Durham County Manager
200 East Main Street
2"d Floor,Old Courthouse
Durham,NC 27701
Bonnie Hammersley
Orange County Manager
200 South Cameron Street
Hillsborough,NC 27278
Felix Nwoko
DCHC Metropolitan Planning Organization
101 City Hall Plaza
Durham,NC 27701
MikeNunn
Burlington-Graham Metropolitan Planning Organization
425 S. Lexington Ave.
Burlington,NC 27215
Re: Necessary steps to add Wake County to the Triangle Tax District(the renamed and
expanded Western Triangle Tax District)
Western Triangle Tax District Partners:
I am writing to provide you with an update on the Wake County Transit Plan and to request
two actions from your organization to facilitate the expected addition of Wake County to the
Triangle Tax District ("Special District"), the renamed and expanded district currently known
as the Western Triangle Tax District. Wake County's participation in the Special District, if
the funding is approved by Wake County voters through an advisory referendum, will allow
our region to continue to work cooperatively to expand and improve transit options for our
strongly linked communities. The actions requested are:
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1) Approval of the Wake County Transit Plan, specifically the financial plan as required by the
Local Government Sales Tax Act ("the Act") N.C.G.S. 105-508, et seq. The Act requires that
in the event of expansion of the Special District,existing members must approve the financial
plan of any new member;and
2) Approval & Execution of an Agreement Setting Forth the Mutual Understanding of the
Parties as to the Scope and Content of the Financial Plan Between Research Triangle
Regional Public Transportation Authority ("GoTriangle'): Durham County; Orange County;
Wake County,- Capital Area Metropolitan Planning Organization; Durham, Chapel-Hill,
Carrboro Metropolitan Planning Organization,- and Burlington-Graham Metropolitan
Planning Organization ("Agreement"). The purpose of this Agreement is to set forth the
formal approval of the Financial Plan for the Special District as required by the Act and a
mutual understanding among the parties as to the financial terms and conditions governing the
collection and expenditure of revenues for transit systems within the (expanded) Special
District.
In order for Wake County and its partners to remain on schedule for the anticipated November
8, 2016 advisory referendum, Wake County is requesting final approval of both the Wake
Transit Plan (incorporating the Wake County Financial Plan) and the proposed Agreement
enclosed herein on or before August 12, 2016 by authorizing resolution from your Board of
Commissioners or Executive Board.
Wake Transit Plan Update
Wake County developed its Recommended Transit Plan ("Wake Transit Plan" or "Plan"),
independently modeled and planned, based on projected Wake County revenues and
expenditures. The Plan was unveiled to the public on December 8, 2015. The first 10 years of
investment in the Wake Transit Plan calls for:
• Better bus service as defined as a 4x increase in overall bus service from what is
operating today;
• New or improved bus connections among and to all 12 Wake County municipalities;
• A focus on bus frequency offering service in urban areas with 83 miles of network
and 20 miles ofBRT infrastructure in key corridors;
• Stronger regional connections with a new commuter rail system from Gamer to
Durham; and
• Matching funds to help all cities and towns improve service within their municipality
if they choose to make their own investment.
The Wake Transit Plan was approved by the Capital Area Metropolitan Planning Organization
(CAMPO) on May 18, 2016 and by GoTriangle on May 25, 2016. On May 25, 2016,
GoTriangle also expanded the Western Triangle Tax District to include Wake County.Pending
approval by the Wake County Board of Commissioners and further conditions set forth by the
Act, Wake County anticipates holding an advisory referendum on the levy of the additional
one-half percent(Y1%)sales and use tax for public transportation on November 8,2016.
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Why is Wake County asking the Special District Partners to approve the Wake Transit Plan?
As a pre-requisite to implementation of the Wake Transit Plan, Wake County must be included
in a special district created in accordance with N.C.G.S. 105-509. To join or expand an
existing district, certain action must be taken by other interested parties, including member
counties and metropolitan planning organizations with jurisdiction within the special district.
As the first step in this process, the Wake County Board of Commissioners voted unanimously
on May 2, 2016 to request GoTriangle to expand the Western Triangle Tax District to include
Wake County and rename said district the "Triangle Tax District". As explained further
below, Wake County's addition to the Special District will require approval of the Wake
County Financial Plan' by your executive boards in accordance with N.C.G.S. 105-508.1.
Why is Wqke County requesting an agreement between the Special District Partners?
The Act requires that prior to the levy of the tax in the Special District, that the board of
commissioners of each county in a multicounty district and all Metropolitan Planning
Organizations with jurisdiction within the special district adopt a financial plan providing for
the equitable use of the net proceeds within or to benefit the special district. (See N.C.G.S. 105-
508.1). While a written agreement is not required by the Act, it is required by the Governance
Interlocal Agreement. The purpose of the Agreement is to develop a mutual understanding
among the parties as to the financial terms and conditions governing the collection and
expenditure of revenues for transit systems within the Special District in compliance with this
section. A written agreement has been required by Wake County because the transit plans and
preferences of the member counties within the Special District are different and contain
different assumptions. The Agreement (enclosed) is currently in draft form. Wake County is
open to comments and suggested changes, but please note that Wake County has conditioned
its addition to the multicounty Special District on approval of such an Agreement. The
Agreement is the best way to address the differences in the transit investment plans between
the member counties within the Special District and to ensure that each county is capable of
following through with its commitment to voters.
The Agreement also ensures the addition of Wake County to the Special District will not alter
or disrupt the implementation or governance of the Durham-Orange Transit Plan. The
Agreement acknowledges that the transit plans within the Special District are parallel and
separate. To that end, the Agreement provides that 100% of all transit revenues collected on
behalf of Durham and Orange counties will remain solely dedicated and segregated for the
benefit of the Durham-Orange Transit Plan. Likewise, all transit revenues collected on behalf
of Wake County will be segregated and solely dedicated to fund the Wake Transit Plan. To the
extent that there are regional transit projects crossing the jurisdictional boundaries of Wake,
Durham or Orange counties, the Agreement clarifies that nothing restricts the parties from
entering into Cost Sharing Agreements for the same.
'The Wake County Financial Plan Is Included and Incorporated by reference In the Wake Transit Plan as set forth
on pages 32-36 of the Wake County Transit Plan_
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Closing
We greatly appreciate your input into the Agreement and look forward to working with you
and other regional partners to improve public transportation in our region. As always,please
feel free to call me to discuss Wake Transit at any time.
Jim Hartmann
Wake County Manager
Enclosures
cc: Jeff Mann,Go Triangle
Chris Lukasina,CAMPO
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Attachment 2
STATE OF NORTH CAROLINA
COUNTY OF WAKE
AGREEMENT SETTING FORTH THE MUTUAL UNDERSTANDING OF THE
PARTIES AS TO THE SCOPE AND CONTENT OF THE FINANCIAL PLAN
BETWEEN
RESEARCH TRIANGLE REGIONAL PUBLIC TRANSPORTATION AUTHORITY;
DURHAM COUNTY; ORANGE COUNTY; WAKE COUNTY;
CAPITAL AREA METROPOLITAN PLANNING ORGANIZATION;
DURHAM, CHAPEL-HILL, CARRBORO METROPOLITAN PLANNING
ORGANIZATION;
AND
BURLINGTON-GRAHAM METROPOLITAN PLANNING ORGANIZATION
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This Agreement (the "Agreement"), entered into upon the last execution date set forth
below, by and between RESEARCH TRIANGLE REGIONAL PUBLIC
TRANSPORTATION AUTHORITY, d/b/a GoTriangle, a public body politic and corporate of
the State of North Carolina (hereinafter "GoTriangle"), DURHAM COUNTY, NORTH
CAROLINA, a public body politic and corporate of the State of North Carolina (hereinafter
"Durham County") ORANGE COUNTY, NORTH CAROLINA, a public body politic and
corporate of the State of North Carolina (hereinafter "Orange County"), WAKE COUNTY,
NORTH CAROLINA, a public body politic and corporate of the State of North Carolina
(hereinafter "Wake County"), CAPITAL AREA METROPOLITAN PLANNING
ORGANIZATION, a metropolitan planning organization with jurisdiction in Wake County
(hereinafter "CAMPO"), DURHAM, CHAPEL-HILL, CARRBORO METROPOLITAN
PLANNING ORGANIZATION, a metropolitan planning organization with jurisdiction in
Durham and Orange County (hereinafter "DCHC-MPO") and BURLINGTON-GRAHAM
METROPOLITAN PLANNING ORGANIZATION, a metropolitan planning organization
with partial jurisdiction in Orange County (hereinafter "BG-MPO"); individually referred to as
"Party"and collectively referred to herein as"the Parties";
WITNESSETH:
WHEREAS, GoTriangle is a regional public transportation authority created in accordance
with the provisions ofN.C.G.S. 160A-603 et seq. by concurrent resolution of Orange, Durham,
and Wake counties and duly incorporated as a body corporate and politic and vested with the
general powers set forth in N.C.G.S.Chapter 160A Article 26;and
WHEREAS, Durham County is a body politic and corporate vested with the corporate
powers set forth in N.C.G.S. 153A-11; and
WHEREAS, Orange County is a body politic and corporate vested with the corporate
powers set forth in N.C.G.S. 153A-11; and
WHEREAS, Wake County is a body politic and corporate vested with the corporate powers
set forth in N.C.G.S. 153A-11; and
WHEREAS, CAMPO is the metropolitan planning organization for the N.C. Capital Area
Metropolitan Planning Area established pursuant to 23 U.S.C. 134 et seq. and recognized under
the law ofNorth Carolina pursuant to N.C.G.S. 136-200.1 with jurisdiction in Wake County; and
WHEREAS, DCHC-MPO is the metropolitan planning organization for the N.C. Capital
Area Metropolitan Planning Area established pursuant to 23 U.S.C. 134 et seq. and recognized
under the law of North Carolina pursuant to N.C.G.S. 136-200.1 with jurisdiction in Durham
County and Orange County; and
WHEREAS, BG-MPO is the metropolitan planning organization for the N.C. Capital Area
Metropolitan Planning Area established pursuant to 23 U.S.C. 134 et seq. and recognized under
the law of North Carolina pursuant to N.C.G.S. 136-200.1 with partial jurisdiction in Orange
County; and
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WHEREAS, Durham County, Orange County, and Wake County are organizing members of
the Research Triangle Regional Public Transportation Authority d/b/a/ Triangle Transit, also
known as GoTriangle ("GoTriangle"),a regional public transportation authority created pursuant
to Article 26 of Chapter 160A of the North Carolina General Statutes; and
WHEREAS, GoTriangle, in accordance with its general powers set forth in N.C.G.S.
Chapter 160A Article 26 and N.C.G.S. Chapter 105 Article 43 created a special tax district on
behalf of Durham County and Orange County for the purpose of authorizing a referendum for
the levy of a Y, percent sales and use tax for public transportation systems; the district initially
comprised the entire jurisdiction of Durham County, but was expanded on or about June 27,
2012 to include Orange County, hereinafter referred to as the "Western Triangle Tax District,"
and
WHEREAS,GoTriangle, as administrator of the Western Triangle Tax District pursuant to
N.C.G.S. 105-509.1 collects annual sales and use tax revenue derived from the successful
Durham County and Orange County referendums to carry out the transit plan for Durham and
Orange counties ("Durham-Orange Transit Plan"); and
WHEREAS, GoTriangle in 2014 also created a separate special tax district on behalf of
Durham and Orange counties named the "Durham-Orange Special Tax District" for the levy of a
three dollar($3.00) increase in the Annual Motor Vehicle License Tax pursuant to N.C.G.S. 105-
561 and has been collecting these additional taxes on behalf of Durham and Orange counties;
and
WHEREAS, GoTriangle, in addition to the Y:! percent sales and use tax collected in the
Western Triangle Tax District and the $3.00 increase in motor vehicle license tax collected in the
Durham-Orange Special Tax District, currently collects vehicle rental taxes on behalf of Wake,
Durham and Orange counties pursuant to N.C.G.S. 105-550 et seq. and a five dollar ($5.00)
motor vehicle license tax on behalf of Wake, Durham, and Orange counties pursuant to N.C.G.S.
105-560 et seq.;and
WHEREAS, Wake County as of the date of this Agreement, has not held an advisory
referendum in accordance with N.C.G.S. 105-509 on the question of whether to levy a local one
half percent (!/,%) sales and use tax in Wake County, but has expressed a desire for doing so in
order to implement Wake County Transit Plan unveiled on or about December 8,2015;and
WHEREAS, Wake County has not yet authorized the levy of an additional three dollar
($3.00) increase in motor vehicle license tax collected pursuant to N.C.G.S. 105-561, but may
contemplate doing so in the future to further fund the Wake County Transit Plan;and
WHEREAS, acting on a Resolution of the Wake County Board of Commissioners dated
May 2, 2016, and subject to the conditions and stipulations set forth therein, which includes
execution of this Agreement by the Parties named herein, GoTriangle pursuant to N.C.G.S. 105-
508, expanded the Western Triangle Tax District on or about May 25, 2016 to include Wake
County and filed a Resolution and organizational documents required for the same with the
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North Carolina Secretary of State on or about May 26,2016, wherein the Western Triangle Tax
District was renamed the"TRIANGLE TAX DISTRICT";and
WHEREAS, the Triangle Tax District remains a multi-county tax district, which now
comprises the entire geographical boundaries of Durham,Orange,and Wake counties; and
WHEREAS, Durham and Orange counties, in their capacity as members ofthe multi-county
Triangle Tax District, and DCHC-MPO, BG-MPO and CAMPO, the Metropolitan Planning
Organizations whose jurisdiction encompasses the Triangle Tax District, are statutorily charged
pursuant to N.C.G.S. 105-508.1 to approve a financial plan that provides for the equitable use of
the net proceeds within or to the benefit of the special tax district prior to the levy of any tax
within the district;and
WHEREAS,Durham and Orange counties, DCHC-MPO and BG-MPO adopted a financial
plan ("Western Triangle Financial Plan") in 2012 for the Western Triangle Tax District and
levied a tax for the same in accordance with N.C.G.S. 105-509 el seq. for public transportation
systems in Durham County and Orange County as further detailed in the Durham-Orange Transit
Plan;
WHEREAS,it is the intent of the Parties for the Durham-Orange Transit Plan and Western
Triangle Financial Plan already approved and in implementation to continue carrying out the
transit vision planned for these counties;
WHEREAS,as a precondition to the levy of any tax in Wake County pursuant to N.C.G.S.
105-508.1 et seq., Durham and Orange counties,DCHC-MPO, BG-MPO, and CAMPO must
approve the financial plan for the implementation of the Wake County Transit Plan within the
multi-county Triangle Tax District;and
WHEREAS, Wake County has likewise conditioned its membership in the multi-county
Triangle Tax District on the Parties to this Agreement approving its financial plan ("Wake
County Financial Plan")pursuant to N.C.G.S. 105-508.1;and
WHEREAS, the Parties agree that the mutual assurances provided herein are given as
consideration for Wake County's agreement to join the multi-county Triangle Tax District for
the purpose of holding an advisory referendum on the levy of a Y. percent sales tax for transit;
and
WHEREAS,prior to calling for an advisory referendum before the voters of Wake County
for the purpose of authorizing the levy of a one-half percent (Y. %) sales tax for transit, the
Parties desire to define and approve pursuant to this Agreement "the Financial Plan" that will
govern the use of all revenue,including any Wake County Tax Revenue or Wake Transit
Revenue, and further designate the parameters, respective roles,and limitations of the Parties
with respect to the addition, governance and implementation of the Wake County Transit Plan;
and
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WHEREAS, the Parties are authorized to enter into this Agreement in order to pursue the
above stated goals.
NOW THEREFORE, for and in consideration of the promises and covenants contained in
this Agreement and the mutual benefits derived therefrom, the sufficiency of which is hereby
acknowledged,the Parties agree as follows:
ARTICLE I
PURPOSE
1.01 Purpose. The purpose of this Agreement is to establish by written agreement the
approval ofthe Financial Plan required pursuant to N.C.G.S. 105-508.1, define the expectations
and duties of the Parties now that Wake County has joined the multi-county Triangle Tax
District and to further document the financial terms and conditions for the implementation of
transit investment, including the Wake County Transit Plan, the equitable use of net proceeds
collected by GoTriangle within any special district to which all Parties of the agreement are a
member, including the Wake County Transit Plan.
This Agreement shall be evidence of the intent between the Parties with respect to the financial
terms and conditions governing the use of transit revenues, including Wake County Tax
Revenues and Wake Transit Plan Revenues and the equitable use of proceeds within and for the
benefit of the Tax District. The execution of this Agreement shall be conclusive evidence that
the Parties have reviewed and approved the Financial Plan as contemplated by N.C.G.S. 105-
508.1.
ARTICLE II
DEFINITIONS
2.01 "DURHAM-ORANGE TRANSIT PLAN" shall mean the plan adopted by Durham
County, Orange County, and GoTriangle, currently administered by GoTriangle for the regional
transit systems in Durham County and Orange County.
2.02 "EQUITABLE USE OF NET PROCEEDS WITHIN OR TO BENEFIT THE SPECIAL
DISTRICT"as that term is used in N.C.G.S. 105-508.1, so long as Wake County is a member of
the multi-county Triangle Tax District shall mean:
A 100% dedication of all Wake County Tax Revenue and Wake Transit Plan Revenues
derived from transit funding sources within the jurisdiction of Wake County or on behalf of
Wake County for the exclusive use and benefit of the Wake County Transit Plan. A 100%
dedication of all Non-Wake County Tax Revenue derived from transit funding sources in
counties other than Wake for the exclusive use and benefit of any other county transit plan within
the Special District, to the exclusion of Wake County.
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This definition contemplates that a complete segregation of all Wake County Tax
Revenue and Wake Transit Plan Revenues for the purpose stated herein is required to carry out
the Financial Plan of the Tax District pursuant to N.C.G.S. 105-508.1 and that this definition
considers the(i)identified needs of local public transportation systems in the district, (ii) human
service transportation systems within the district, (iii)expansion of public transportation systems
to underserved areas of the district. The Equi table Use of Net Proceeds shall not contemplate or
include pledging, committing,agreeing to apply,or otherwise using any portion of Wake County
Tax Revenue or Wake Transit Plan Revenues for any purpose now,or in the future,other than in
accordance with the Wake County Transit Work Plan. Likewise, this definition contemplates
that Non-Wake County Tax Revenue shall not be pledged,committed, applied,or otherwise used
by Wake County unless approved by the other counties within the district. "Net proceeds"as
used herein shall mean gross proceeds less the cost of collection being allocated to GoTriarigle as
administrator of the Special District on behalf of any member county.
2.03 "FINANCIAL PLAN"as that term is used in N.C.G.S.105-508.1(2) shall mean:
(I) As related to the Wake County Transit Plan:
(a) If now or in the future the Special District consists only of Wake County,the
Financial Plan requiring approval shall mean the Plan Implementation and
Finance section set forth in pages 32-36 of the Wake County Transit Plan as
supported by the details of the Transit Plan,and modeled in the Financial
Model.
(b) If now or in the future the Special District consists of Wake County and
one or more other counties, the Financial Plan requiring approval shall mean
the Implementation and Finance section set forth in pages 32-36 of the Wake
County Transit Plan as supported by the details of the Transit Plan and
modeled in the Financial Model. The Financial Plan shall only include funds
that would be budgeted and reported in the Wake Transit major operating and
capital funds; provided that financial plans for other counties in the District,if
any, have previously been approved by those counties. The Parties agree the
financial plan for the Special District will segregate the Wake County Transit
Plan, Wake Tax Revenues, and Wake Transit Plan Revenues from any and all
plans in support of projects not included in the Wake County Transit Plan.
(2)As related to the Durham-Orange Transit Plan:
The "Western Triangle Financial Plan," as defined herein and approved by
Durham County,Orange County,GoTriangle, DCHC-MPO,BG-MPO on or
about -1 __ . ..1 Commenttl[wci]:Durh bran;;;, ;;--
different b e.Also,need to venfy there IS Just ONE !
comprehensive financial plan for the Western
2.04 "NON-WAKE COUNTY TAX REVENUES" shall mean all revenues collected on Triangle Tax District
behalf of member counties other than Wake County within the Tax District or Special District
that are derived from transit funding sources associated with counties other than Wake County.
2.05 "SPECIAL DISTRICT"or"TAX DISTRICT"shall mean any tax district administered
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by GoTriangle pursuant to authorizing resolutions and N.C.G.S. I05-508 et seq. or N.C.G.S.I
05-561 et seq. to which Wake County is a member,now or in the future.
2.06 "TRANSIT PLANS"shall mean the joint reference to the Wake County Transit Plan and
the Durham-Orange Transit Plan as used herein.
2.07 "TRANSIT PLANNING ADVISORY COMMITTEE"or TPAC" shall mean an advisory
committee as that term is defined in N.C.G.S. I60A-462, created and tasked with certain duties
and responsibilities as detailed within the Transit Governance Interlocal Agreement for the
implementation of the Wake County Transit Plan.
2.08 "TRANSIT GOVERNANCE iNTERLOCAL AGREEMENT"shall mean the Interlocal
Agreement entered into between GoTriangle, as administrator of the Triangle Tax District; Wake
County, a body politic and corporate; and CAMPO, the Metropolitan Planning Organization in
Wake County for the implementation and governance of the Wake County Transit Plan;and
2.09 "TRIANGLE TAX DISTRICT" shall mean the tax district,also referred to as the
Special District created by GoTriangle on or about May 25, 2016 pursuant to authorizing
resolutions and N.C.G.S. 105-508 et seq.
2.10 "WAKE COUNTY FINANCIAL PLAN"shall mean the financial plan attached hereto
as Exhibit B, required pursuant to N.C.G.S. 105-508.1 for the implementation of the Wake
County Transit Plan. The initial Financial Plan is the Plan Implementation and Finance section
set forth in pages 32-36 of the Wake County Transit Plan. The Wake County Financial Plan
shall only include funds that would he budgeted and reported in the Wake Transit Plan major
operating and capital funds,excluding plans from any other counties or associated with any other
plans in the Tax District. The Wake County Financial Plan shall also segregate all Wake Tax
Revenues and Wake Transit Plan Revenues from any and all Non-Wake County Revenues or
Transit Plans associated with projects or expenditures that are not included in the Wake County
Transit Plan.
2.11 "WAKE COUNTY TAX REVENUE" shall he defined as all revenues derived from transit
funding sources in support of the Wake Transit Plan, which shall include the Y. percent local
option sales and use tax as defined by N.C.G.S. 105-508; the County vehicle registration fee
assessed by the Wake County Board of Commissioners in accordance with N.C.G.S. 105-570 et
seq.; the increased pmtion of the regional vehicle registration fee assessed by GoTriangle in
accordance with N.C.G.S. 105-561 e/seq.allocated to Wake County; and the portion ofvehicle
rental tax collected by GoTriangle pursuant to N.C.G.S. 105550 et seq. and allocated to Wake
County by the GoTriangle Board of Trustees.
2.12 "WAKE COUNTY TRANSIT PLAN"shall mean the document attached hereto as Exhibit
A entitled "Recommended Wake County Transit Plan" dated December 2015, being that same
document approved by the Wake County Board of Commissioners pursuant to a Resolution on
June 6,2016;
2.13 "WAKE TRANSIT PLAN REVENUE" shall mean Wake County Tax Revenue,any
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federal or state funds,debt proceeds, fares,local contributions, and other sources of revenue used
to.fund the Wake County Transit Plan.
2.14 "WAKE COUNTY TRANSIT WORK PLAN"or"WAKE TRANSIT WORK PLAN"
shall mean the comprehensive plan for transit capital and operations in Wake County presented
by the TPAC which shall include all of the separate components of:
a. Annual Operating Budget Ordinance. This shall be supplied for the Wake
Transit major operating fund which will appropriate funds for the operation and
administration of transit projects as well as for any other agencies involved in producing
products for TPAC review;
b. Annual Tax District administration budget for the Wake Transit major operating
and capital fund;
c. Multi-Year Capital Improvement Plan(CIP)supplied for the Wake Transit major
capital fund that clearly identifies specific projects,project sponsors responsible for
undertaking those projects, project funding sources,and project expenditures. (NOTE:
The Multi-year CIP shall be updated annually to coincide with the annual capital budget
always being the first year of appropriation of funding for capital projects identified in
the CIP.The Multi-year CIP shall be coordinated with the Metropolitan Transportation
Plan, Transportation Improvement Program, and annual program of projects developed
and maintained by the Raleigh Urbanized Area designated recipient of federal formula
transit grants so as to be consistent with submittal deadlines for the final horizon year of
both the Transportation Improvement Program and Metropolitan Transportation Plan.);
d. Annual Capital Budget Ordinance supplied for the Wake Transit major capital
fund that allocates financial resources to specific project sponsors for specific projects,
and represents the first year of appropriation of funding for capital projects identified in
the Multi-Year CIP;
e. Multi-year Operating Program(as defined supra.);
f. Update of the Wake Transit Financial Plan and financial model assumptions and
corresponding update of the planning horizon of Wake Transit Work Plan future projects
not included in the current Multi-year CIP. The Parties shall use good faith efforts to
align planning horizon year with the horizon year of the current CAMPO MTP. The
Financial Model shall contain agreed upon financial assumptions of the TPAC for Wake
Transit Work Plan revenues involving federal, state and local sources and multi-year
capital and operating costs including liquidity targets and debt ratios relevant to rating
agency metrics;
g. Capital Funding Agreements or Master Agreements:and
h. Operating Agreements or Master Agreements.
8
16
Nothing herein shall prevent Wake County from entering into a Cost Sharing Agreement with
other jurisdictions for any regional transit projects or systems so long as they are detailed in the
Wake County Transit Work Plan.
2.15 ".WESTERN TRIANGLE ti" 1 .f!..f....!'!� !1IJ 11 e'!!h_e jjtiansial PLa!l '::eJ e I Comnent[WC2]:"western Triangle"isj ;;-;;-�
and approved in accordance with N.C.G.S. 105-508.1 on behalf of Durham and Orange counties !'! older-can chongc name
in conjunction with the creation of the Western Triangle Tax District, being attached hereto and
referenced herein as Exhibit A,and being that same"financial plan"referenced in the Resolution
of the Triangle Transit Board of Trustees Authorizing the Levy of a One-Half Percent (112%)
County Sales and Use Tax for Public Transportation filed on or about December 14,2012 with
the North Carolina Secretary of State.
2.16 "WESTERN TRIANGLE TAX DISTRICT" shall mean the special tax district created by
authorizing Resolution ofGoTriangle on or about June 27,2012 that includes the entire area of
Orange County and Durham County as further referenced in the Resolution of the Triangle
Transit Board of Trustees Authorizing the Levy of a One-Half Percent(U2%)County Sales and
Use Tax for Public Transp01 tation filed on or about December 14, 2012 with the North Carolina
Secretary of State.
ARTICLE I I1
EFFECTIVE DATE,TERM,AMENDMENT
a. Effective Date. This Agreement shall become effective upon the properly authorized
execution of the Agreement by all Parties.
b. This Agreement shall continue so long as Wake County is a member of any-multi county
Special District or Tax District.
c. Any amendment, termination, or renewal of this Agreement must be in the form of a
written instrument properly authorized and executed by the governing boards of each Party.
d. Notice. Any written or electronic notice required by this section shall be delivered to the
Parties at the following addresses:
For Durham County:
With a copy to
For Orange County:
With a copy to
For DCHC-MPO:
9
17
With a copy to
For BG-MPO:
With a copy to
For CAMPO: Capital Area Metropolitan Planning Organization
Executive Director
One Bank of America Plaza
421 Fayetteville Street, Suite 203
Raleigh,NC 27601
With a copy to:
For Wake County: Wake County Manager
Wake County Justice Center
301 S. McDowell St.
Raleigh, NC 27601
With a copy to Wake County Attorney
Wake County Justice Center
301 S. McDowell St.
Raleigh, NC 27601
ARTICLE IV
THE TRIANGLE TAX DISTRICT FINANCIAL PLAN
4.01 Financial Plan. The Financial Plan for the Triangle Tax District shall be the two
financial plans referred to herein as the "Western Triangle Financial Plan" and the "Wake
County Financial Plan," said plans being incorporated by reference and attached hereto as
Exhibits A and B. hereinafter jointly referred to and combined as the "Triangle Tax District
Financial Plan."
a) Western Triangle Financial Plan. The Plan attached hereto as Exhibit A, which shall .. . I comment[wc3]:Neeatoknowiftheieisa
continue to govern the expenditure-ofaiCp-roceects collecte(f on-beh-alf of Durham-a-net- s a mrrnancial p tan^ifor,the Durham-Orange
Orange counties by and through GoTriangle, as administrators of the Durham-Orange --- -
Transit Plan.
b) Wake County Financial Plan The Plan attached hereto as Er:hibit B, which shall govern
the expenditure of any proceeds collected on behalf of Wake County by and through
GoTriangle for the implementation of the Wake County Transit Plan. For clarity, all
Wake County Tax Revenue and Wake County Transit Revenue collected by and through
GoTriangle shall be accounted for separate and apart from any revenues collected on
behalf of Durham and Orange counties in strict compliance with the financial terms
outlined in the Transit Governance lnterlocal Agreement.
10
18
4.02 Equitable Use of Net Proceeds within the Triangle Tax District. In accordance with
N.C.G.S. 105-508.1, the Parties hereby acknowledge that the Western Triangle Financial Plan
and the Wake County Financial Plan, as further described in Section 4.01, above, were modeled
at different times, for separate geographical boundaries and transit systems within those
boundaries, and with different assumptions. As such, the Parties hereby agree that pursuant to
N.C.G.S. 105-508.1, the "equitable use" of all Wake County Tax Revenue and Wake Transit
Plan Revenue collected by and through GoTriangle in administration of the Triangle Tax District
shall be as defined pursuant to Section 2.02, above. The Parties further agree that a segregation
of all Wake County Tax Revenue and Wake Transit Plan Revenue and all expenditures of the
same as dictated by the Wake County Transit Plan as defined in Section 2.12, above, is an
"equitable use"of said revenues, for the benefit ofthe Triangle Tax District.
4.03 Approval of the Wake County Financial Plan. By execution of this Agreement, the
Parties signify their approval of the Wake County Financial Plan in accordance with N.C.G.S.
105-508.1.
4.04 Oversight, Implementation& Amendments to the Financial Plan.. Nothing herein
shall confer any right, duty, oversight, or authority upon Durham County, Orange County,
DCHC-MPO, BG-MPO, or CAMPO to amend, review or approve any revisions or modifications
to the Wake County Financial Plan or any aspects related to the implementation of the Wake
County Transit Plan. Likewise, nothing herein shall confer any right, duty, oversight, or authority
upon Wake County, DCHC-MPO, BG-MPO, or CAMPO to amend, review or approve any
revisions or modifications to the Western Triangle Financial Plan or any aspects related to the
implementation of the Durham-Orange Transit Plan.
4.06 Modeling of the Financial Plan. Consistent with the financial segregation of all Wake
County Tax Revenues and Wake Transit Plan Revenues from any and all plans or projects not
included in the Wake County Transit Plan, the Wake County Financial Plan shall be modeled
and presented separate and apart from any other financial plan of the Tax District, including the
Western Triangle Financial Plan.
ARTICLE V
INDEPENDENCE OF TRANSIT PLANS AND LIMITATIONS OF THE PARTIES
5.0 [ Independence of the Transit Plans. Durham County, Orange County, DCHC-MPO and
BG-MPO, by virtue of this Agreement hereby acknowledge they do not have any authority,
control, or input in the administration, implementation or governance of the Wake County
Transit Plan or any financial components associated with the same. Notwithstanding the above,
it is acknowledged that the GoTriangle Board of Trustees has representative membership from
Durham and Orange counties. Likewise, Wake County and CAMPO, by virtue of this
Agreement hereby acknowledge they do not have any authority, control, or input in the
administration, implementation or governance of the Durham-Orange Transit Plan or any
financial components associated with the same. Notwithstanding the above, it is acknowledged
that the GoTriangle Board of Trustees has representative membership from Wake County.
II
19
5.02 Governance of the Transit Plans.
a. Wake County Transit Plan. The governance of the Wake County Transit Plan and all
financial components of the same shall he strictly in accordance with the framework and
provisions detailed in the Transit Governance lnterlocal Agreement, to which Durham
County, Orange County, DCHC-MPO and BG-MPO are not parties.
h. Durham-Orange Transit Plan. The governance of the Durham-Orange Transit Plan
and all financial components of the same shall he strictly in accordance with the
framework and provisions detailed in the , 9 ' Y i\Ye-99 '!t1' an .... _.I Comment[WC4];fi.Uj;. Q ,;;(rovide
CAMPO are not parties. Inamcorgovemanc ec me"
-
5.03 Financing of the Transit Plans. Consistent with the provisions set forth in Article IV,
above, one-hundred percent (100%) of all Wake County Tax Revenues and Wake Transit Plan
Revenue collected by GoTriangle shall be expended in accordance with the Wake County
Transit Work Plan. The Parties hereby agree that zero percent of the Wake County Tax
Revenues and Wake Transit Plan Revenue will he made available for any purpose or cause
outside of the Wake County Transit Plan. Likewise, one-hundred percent (100%) of all Non-
Wake County Tax Revenues collected by GoTriangle shall he devoted to projects outside of the
Wake County Transit Plan and Wake County Transit Work Plan, unless otherwise agreed to by
the Parties.
5.04 Integration of Transit Plans. Nothing herein shall prevent coordination between the
Parties for regional transit systems or joint undertakings between the Wake County Transit Plan
and Durham-Orange Transit Plan, as they may he amended from time to time, that overlap the
jurisdictional boundaries of the member counties of the Triangle Tax District. Notwithstanding
the above, any financial components of such a joint undertaking shall he separately accounted for
in accordance with the overriding financial provisions contained in the Transit Interlocal
Governance Agreement and as further directed by the Wake County Transit Plan. Nothing herein
shall prevent the Parties from entering into a separate Cost Sharing Agreement for any regional
transit projects or systems that cross jurisdictional boundaries.
ARTICLE VI MISCELLANEOUS
PROVISIONS
6.01 No Waiver Of Sovereign Immunity. Nothing in this Agreement shall he construed to
mandate purchase of insurance by Wake County pursuant to N.C.G.S. 153A-435; or to be
inconsistent with Wake County's "Resolution Regarding Limited Waiver of Sovereign
Immunity" enacted October 6, 2003; or to in any other way waive Wake County's defense of
sovereign or governmental immunity from any cause of action alleged or brought against Wake
County for any reason if otherwise available as a matter of law.
6.02 No Waiver Of Qualified Immnunity. No officer, agent or employee of any Party shall
he subject to any personal liability by reason of the execution of this Agreement or any other
12
20
documents related to the transactions contemplated hereby. Such officers, agents, or employees
shall he deemed to execute this Agreement in their official capacities only, and not in their
individual capacities. This section shall not relieve any such officer, agent or employee from the
performance of any official duty provided by law.
6.03 Governing Law, Venue. The Parties acknowledge that this Agreement shall be
governed by the laws of the State of North Carolina. Venue for any disputes arising under this
Agreement shall he in the courts of Wake County, North Carolina.
6.04 Entire Agreement. 11 le terms and provisions herein contained constitute the entire
agreement by and between the Parties hereto and shall supersede all previous communications,
representations or agreements, either oral or written between the Parties hereto with respect to
the subject matter hereof. Nothing herein shall he construed to restrict the statutory rights of any
Party.
6.05 Severability. If any provision of this Agreement shall he determined to he unenforceable
by a court of competent jurisdiction, such determination will not affect any other provision of
this Agreement.
6.06 Counterparts. This Agreement may he executed in several counterparts, each of which
shall he deemed an original.
[Signature pages follow this page}
13
21
IN WITNESS WHEREOF, the Parties have caused this Agreement to be executed in
their corporate names by their duly authorized officers, all by the Resolution of their governing
board, spread across their minutes,as of the date written below.
RESEARCH TRIANGLE REGIONAL This instrument has been preaudited in the
PUBLIC TRANSPORTATION manner required by The Local Government
AUTHORITY(d/b/a GoTriangle) Budget and Fiscal Control Act.
By: Saundra Freeman, Chief Financial Officer
Jeffrey G. Maim,General Manager for GoTriangle
This, the day of June,2016. This, the day of June, 2016.
[Seal]
This instrument is approved as to form and legal
ATIEST: sufficiency.
By:
,Clerk Karen Porter, Interim General Counsel
For GoTriangle
This, the day of June,2016.
DURHAM COUNTY,NORTH This instrument has been preaudited in the
CAROLINA manner required by The Local Government
Budget and Fiscal Control Act.
By: Finance Director
County Manager Durham County, North Carolina
This, the day of June,2016. This, the day of June,2016.
[Seal]
This instrument is approved as to form and legal
ATTEST: sufficiency.
................
Clerk County Attorney
This, the day of June,2016.
14
22
ORANGE COUNTY,NORTH This instrument has been preaudited in the
CAROLINA manner required by The Local Government
Budget and Fiscal Control Act.
By: Finance Director
County Manager Orange County,North Carolina
This, the day of June,2016. This,the day of June, 2016.
[Seal]
This instrument is approved as to form and legal
ATTEST: sufficiency.
Clerk County Attorney
This,the day of June, 2016.
WAKE COUNTY, NORTH CAROLINA This instrument has been preaudited in the
manner required by The Local Government
Budget and Fiscal Control Act.
By:
County Manager Finance Director
This, the day of June,2016. Wake County,North Carolina
This, the day of June,2016.
[Seal]
This instrument is approved as to form and legal
ATTEST: sufficiency.
Clerk County Attorney
This,the day of June, 2016.
15
23
CAPITAL AREA METROPOLITAN This instrument has been preaudited in the
PLANNING ORGANIZATION (CAMPO) manner required by The Local Government
Budget and Fiscal Control Act.
Finance Director
City of Raleigh,North Carolina
CAMPO (Designated fiscal agent for CAMPO)
By:
Executive Director
This,the day of June, 2016. This,the day of June,2016.
ATTEST:
By:
Valorie D.Lockehart
This, the day of June, 2016.
This instrument has been preaudited in the
DCHC-MPO manner required by The Local Government
Budget and Fiscal Control Act.
By:
Executive Director
This, the day of June,2016. Finance Officer
This,the day of June,2016.
ATTEST: This instrument is approved as to form and legal
sufficiency.
By:
,Clerk
Attorney
This,the day of June, 2016.
[Seal]
16
1
ti
0
24
This instrument has been preaudited in the
BG-MPO manner required by The Local Government
Budget and Fiscal Control Act.
By:
Executive Director
This,the day of June,2016. Finance Officer
This,the day of June,2016.
ATTEST: This instrument is approved as to form and legal
sufficiency.
By:
,Clerk
Attorney
This,the day of June,2016.
[Seal]
17
Attachment 3 25
Plan
Implementation
and Finance
J A R R ETT WALKER + ASSOCIATES Kimley>Morn wake County Transit Investment strategy I ��
Recommended Wake County Transit Plan
26
Plan Implementation and Finance
W
U
Implementation The planning and design of this extensive rail project can take longer Financial Plan Details Z
than the BRT corridors because the CRT line would need to be designed Z
The existing transit providers in Wake County have provided guidance and then constructed as one project,rather than incrementally.The The Recommended Wake County Transit Plan is fiscally constrained
and funding to help develop this enhanced transit plan.All current project will be a collaboration of many partners,notably the federal and is contingent on a variety of assumptions.The assumptions will LL
services will be expanded as part of this plan and several new services and state governments,Durham County,the North Carolina Railroad evolve as information is modified and projections are updated to reflect 0
will be added.The transit agency responsible for operating and Company,and municipalities and communities involved in station actual results.The projects included in the Transit Plan will continue to Z
managing each element of the Transit Plan will be determined during planning.The success of this project is dependent on the collaboration be studied and new information may influence their cost and timing. Q
the next phase of planning and design,and will depend on geographic of the involved parties. Additionally,overall inflation assumptions,availability of local sources Z
location,type of technology,cost,and anticipated efficiencies. of revenue and growth assumptions,competition for federal funding O
Participating parties will enter into a formal agreement defining roles, The first few years of the Recommended Wake County Transit Plan for projects and successful access to capital markets,and regional
responsibilities,and cost sharing for individual projects as they are involve significant design and further study for projects that require partnerships will continue to influence the overall financial outlook of the
pursued.During the next few months,Wake County and its partners significant investment.This is to balance careful use of tax payer dollars Transit Plan.The following sections detail current assumptions.
will receive feedback on the Wake County Recommended Transit Plan with thoughtful investment in transit.The Transit Plan's approach is Z
and begin the steps to approve the governance structures necessary for to use strategic leveraging of federal and state funds,combined with W
adoption of the plan and funding of the projects in it.This will include existing and new sources of local funding,to deliver projects that Sources of Revenue 2
approval of a plan by Go Triangle and the CAMPO as well as Wake connect regionally,connect Wake County's communities,provide W
Half-Cent Sales Tax for Transit(Article 43) J
County prior to the sales tax advisory referendum. frequent urban mobility,and link local service.The implementation of The largest recurring local revenue source would be a half-cent local d
those projects and the timing of them will evolve as the design and
The schedule of capital projects within the next 10 years is dependent study reveals new information. option sales tax as authorized by NCGS 105-164.13B.The transit plan
on multiple factors,including successful grant awards.The planning assumes that the Wake County Board of Commissioners would vote to
and design process may begin for the infrastructure projects(the CRT After successful approval of the half-cent sales tax advisory referendum, place the local option sales tax for transit on the ballot,which would be Z
corridor and the four BRT corridors)simultaneously,or it may be phased. funds would be collected starting in the Spring of 2017.Some operating voted on in November 2016.Upon approval by Wake County voters,the J
Through that process,the corridors will be prioritized based on feasibility items in the Recommended Transit Plan will be noticeable fairly soon, sales tax would be adopted and funds would be available in Spring 2017. d
and cost.Individual projects or groups of projects will be submitted for such as including increasing weekend and evening service and some To project sales tax dollars that would be available,actual Wake County
federal grants and State Transportation Improvement Program(STIP) increases in midday frequency.Other items,like new routes or peak Article 39 gross revenues for fiscal year 2015 served as the base,less
funding. service increases,will be phased in as new buses are acquired and 10%as Article 39 is charged on food purchases which are prohibited to
Since BRT can be built incrementally,improvements--such as new operations are deployed. be taxed as part of Article 43.Then,it was assumed that the local sales
buses,signal prioritization,off-board fare collection,level-boarding Small capital projects,such as adding bus stops along new routes, tax revenue would be half of that amount,as Article 39 is one cent and
stations,or dedicated busways—can be built in phases.For example,the can be done during the Transit Plan's initial years.The transit budget Article 43 is one half cent.Using the County's same assumption for sales
initial project may include dedicated busways on 50%of the corridor and allocates funds toward a range of capital improvements,such as bus tax growth that is used in the County's debt and capital financial model,
additional lane-miles of dedicated busways will be added in future years stops and stations,nicer buses and park-and-ride lots.Many adjacent this amount was grown annually by 4%.Accordingly,the alternatives
as those sections of road are widened,redeveloped,or as additional improvements,such as additional sidewalks,would be paid for by local include an assumption that the half-cent sales tax revenue available for
funds become available.Corridors that are anticipated to have high programs. new transit would be$78.5 million in FY 2018 and would grow by 41/o
ridership and fewer physical constraints(thereby lowering impacts and annually thereafter.
costs)are likely to move faster through the federal funding process. The transit partners will work together to develop a detailed
implementation plan that will identify and prioritize new enhanced Other Local Revenue Sources
To create a more useful commuter rail project,the CRT line was assumed bus service and facilities.Detailed studies will be conducted for larger Increases to vehicle registration fees also are included in the assumptions
to extend from Garner to Durham as part of the first phase.A line ending capital projects.The outcome of these studies will impact project for local revenue sources.Currently,GoTriangle collects a fee of$5 per
at RTP,and therefore almost entirely in Wake County,was considered. implementation.However,existing service will continue to operate and registration throughout Wake,Durham,and Orange Counties.That is
However,successful commuter rail services running only during peak enhanced service will begin to deploy while larger projects are studied used to support transit activities in this three-county service area.This
hours rely heavily on a major dense employment center within walking and gradually constructed. fee would increase by$3,for a total of$8.Second,a new$7 vehicle
distance of stations.While NC State and downtown Raleigh provide registration fee would be assessed by the Board of Commissioners,as
his to a degree,our analysis concluded that downtown Durham and authorized by NCGS 105-509.Together,the vehicle registration fees
Duke University also need to be on the line to generate strong two-way would generate approximately$8.5 million a year in fiscal year 2018 and
demand sufficient for the line to succeed.
are projected to grow 2%a year thereafter.
JARRETT WALKER + ASSOCIATES Kimley»)Horn Wake County Transit Investment Strategy 133
Recommended Wake County Transit Plan
27
Plan Implementation and Finance
W
U
The vehicle rental tax also is included as a revenue source in the transit contribution would increase at 2.5%each year,the assumed rate of in the projects.The transit plan does include$6 million of state capital Z
plan.GoTriangle currently levies a 5%tax on vehicle rentals in Wake, operating inflation.The transit plan also includes existing federal and funds towards the acquisition of buses between 2018 and 2025.Starting Z
Durham,and Orange Counties.GoTriangle's Board of Trustees has an state funds allocated directly to existing bus operations equaling in fiscal year 2024,approximately$1.3 million annually is programmed
existing policy that 50%of rental revenues are dedicated to expanding approximately$6.2 million. in state operating revenue towards BRT services and starting in 2027 LL
transit options in the region,while the other 50%is used by GoTriangle approximately$4 million is programmed in state operating revenue 0
for operations and capital needs of the current system.To determine the Federal and State Contributions towards commuter rail services.No additional state funds,beyond Z
amount allocated to each county,GoTriangle dedicates vehicle rental The Recommended Wake County Transit Plan assumes federal and or the current$1.2 million annually in existing state funding for local bus Q
revenues based on percent of total population.GoTriangle's current state funding for many planned projects.Significant federal funds are services are programmed for local bus operating support. Z
allocation percentages are 68%for Wake County,21.5%for Durham assumed for the capital costs for both CRT and BRT-50%of the capital 0
County,and 10.5%in Orange County.As such,the Wake County portion costs are assumed to be federally funded.For BRT,the projects are Farebox Revenue
of all vehicle rental revenues is,compared to the total collected,34 1/o• assumed to successfully compete through the FTA Capital Improvement Farebox revenue varies by type of service.For local bus service, Q
The transit plan includes an assumption that rental car tax revenue Program New Starts,Small Starts,and Core Capacity Improvement including BRT,a 24%farebox recovery ratio was used for ridership ~
available for new transit programs would be$3.6 million in FY 2018, grant programs such that overall,the BRT projects included in the routes,10%for coverage routes,3%for intertown routes,and 0%for Z
which would grow by 2.5%annually. transit plan will,on average,receive 50%federal funds(estimated at local service match.Ridership estimates will be refined for commuter rail 2
The transit plan also includes local revenues from the City of Raleigh, $173.5 million).For commuter rail,it is assumed that,through a regional during future studies.The current plan assumes farebox revenue of 20% W
Town of Cary,and GoTriangle for existing bus operations.Local bus partnership by extending the line into neighboring counties,the project of operating expenses. J
operations in those jurisdictions would continue and bus operations in Would successfully compete for 50%federal funding(estimated at 0.
the transit plan were designed considering those existing resources. $443.3 million,the Wake County share included in the Financial Plan). Long-Term Bond Proceeds 2
Accordingly,the transit plan assumes that the local contribution from Approximately$24 million of federal funds towards the acquisition of Shown as revenues,with corresponding debt service expenses,certain Z
each agency would equal approximately$15 million in 2018 and this buses are included in the plan,which could also be used towards bus capital projects are debt funded.Commuter rail is 40%debt funded, Q
maintenance. BRT is 15.5%debt funded,and bus infrastructure projects are 31%debt J
Federal funds towards operating expenses also funded.A portion of future projects modeled from 2028 to 2037 are also d
Projected Local Revenues for Expanded Transit are assumed in the Recommended Wake County assumed to be funded with debt.
$180,000 Transit Plan.Starting in 2026,approximately By using long-term debt,it is important that the model adhere to several
$1.8 million annually is programmed in federal key metrics,including adequate operating and capital fund balances
$160,000 operating revenue towards BRT services. to demonstrate sufficient liquidity to rating agencies and the capital
$140,000 Starting in 2029,approximately$6 million markets.The Recommended Wake County Transit Plan was developed
annually is programmed in federal operating within the context of adhering to two key measures:1)maintaining
$120,000 revenue towards commuter rail services.Another near-term capacity to service debt from recurring net revenues,and 2)
$1.9 million in additional federal funding for gross debt service coverage.Given the transit Ian's focus on capital and
„ 100,000 9 9 P P
bus operations is planned starting in 2019, significantly increasing local bus service,a key measure for the transit
8$80,000 which increases to approximately$3.2 million plan is a projection of the ongoing ability to pay annual debt service
xn as increased local bus service roughly triples by given projected revenue,planned capital,and recurring operating
$60,000 2027• expenses.The transit plan maintains net debt service coverage of
$40,000 State funds are primarily limited to operating revenues less operating expenses greater than 1.25 times annual
fund support for bus operations,BRT,and debt service and maintains a gross debt service coverage of revenues
$20,000 more than three times annual debt service expenses.These are simply
commuter rail operations once those services P P y
$0 are in place.To be fiscally conservative,the modeled at this time.As governance discussions occur,these metrics
2017* 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 Recommended Wake County Transit Plan does and calculations will be revisited and updated.
It State Support Existing Bus Service ■Federal Support Existing Bus Service ■Local Revenues(Raleigh and Cary Existing Service) not include state funds towards the capital costs
■Rental Car Tax(Wake County Portion Al located) 0$3 Increase Regional Registration Fee 0$7 County Vehicle Registration Fee
•1/10ent Local Option Sales Tax 'UaK funding for BRT and commuter rail;however the County
and its partners would work to achieve such
Figure 25:Projected Local Revenues for Expanded Transit funding towards the projects or components
JARRETT WALKER + ASSOCIATES Kimley»)Horn Wake County Transit Investment Strategy 134
Recommended Wake County Transit Plan
28
Plan Implementation and Finance
W
U
Planned Expenditures replacement of busses for local bus service between 2018 and 2026, grown at 2.5%to account for inflation.The model assumes that by 2027' Q
which represents 116 buses. $129.3 million of operating will be in place and a total of$166 million of Z
Planned Expenditures and Inflation operating expenses will be incurred including allocations to fund balance _
P Also included in other capital is$24.37 million of locally funded grade and debt service expenses.A summary of 2027 local operating costs is LL
To ensure fiscal constraint,the Recommended Wake County Transit separation match funds allocated between 2018 and 2022.
Plan includes inflation estimates for project estimates and operating shown in Figure 27. D
costs.Project estimates for BRT,commuter rail,bus infrastructure,and Between 2025 and 2027,$35 million is available for future projects. Z
buses were estimated in 2015 dollars.Then,projects were programmed Between 2028 and 2037,other capital includes two components:bus Q
according to planned project schedules,and then escalated to year of replacement totaling$180 million and future projects totaling$264.5 Z
expenditure using an inflation factor of 4%.Local bus operating hours million. 0 Capital Funded Through 2027(with were calculated in 2015 dollars,and then escalated at 2.5%.Operating H
costs for commuter rail and BRT were estimated in 2015 dollars,and Debt Service and Debt Service Reserve Fund $(thousands) �
then inflated to the year the projects would begin,again using an As debt is issued for capital projects,principal and interest will be paid Commuter Rail $886,500 Z
inflation factor of 2.5%.The Recommended Wake County Transit on these projects.These dollars represent the corresponding debt Bus Rapid Transit $347,000 W
Plan contemplates a total of$1.6 billion of capital projects by 2027.A service on commuter rail,BRT,and various bus infrastructure projects I&
summary of all capital expenditures is shown in Figure 26. that are required during the first 20 years of the Recommended Wake Bus Acquisition $114,700 W
County Transit Plan. Bus Infrastructure $208,400 J
a
Commuter Rail Capital Expenditures Other Capital Projects $24,500
The Commuter Rail capital expenditures include the Wake County share Operating Fund Balance Allocation —
of commuter rail.The Transit Plan proposes u to eight trains in each Future Projects $35,000
P P P 9 To ensure adequate operating liquidity,the Recommended Wake Z
peak with two mid-day and two in the evening,in each direction(8-2-8- County Transit Plan was developed with a target of that the operating Total $1,616,100 Q
2).The final service hours and frequencies will be determined during the fund balance would have a minimum fund balance equal to 25%of J
Figure 26:Capitol Cost Summary
future alternatives analysis.To be conservative,included in the fiscal plan annual sales tax revenues.The dollars shown are the minimum allocation d
is an estimated 8-2-8-2 commuter rail service which would operate from *Capital costs reflect 2015 estimates inflated to year of expenditure by 4%each year
P to meet this requirement.
West Durham to Garner within the existing Norfolk Southern Railroad
corridor(owned by NCRR Company)by adding additional tracks and Capital Fund Balance Allocation
facilities.This would continue to be studied and refined during the first To demonstrate credit strength to manage risk,the Recommended Wake Local Service Operating
years of the Transit Plan,to confirm if this is the most viable approach Count Transit Plan also was developed with a target of having a capital
and is subject to funds from our partners and successful federal funding. y o p g g P $(thousands)
fund balance of 5/0 of capital projects cost.This capital fund balance Local Bus Network $85,300
is over and above individual capital budgets which may have their own
BRT Capital Expenditures project contingencies.Maintaining sufficient liquidity during construction BRT $14,500
The BRT Capital Expenditures include four BRT corridors totaling$347 activity is an important credit strength for rating agencies.The capital Commuter Rail $20,100
million between 2018 and 2023 as shown below.Dollars programmed fund balance allocation is timed to when significant debt issuances
including planning and design,construction,and acquisition of vehicles would begin for capital projects funded in the Wake County Transit Plan. Other Bus Operations $7,100
for the corridors. Maintenance and Operations $2,300
Operating Expenses Total $129,337
Other Capital Expenditures There are five categories of operating expenses combined.The first is
Significant resources are allocated for capital infrastructure to support a local bus service,which increases from$22 million in FY 2018 to$85 Figure 27:Local Service operating Costs in 2027
rapidly increasing local bus network.Bus infrastructure,which includes million in FY 2027.Added to that is BRT service,beginning in the model **Operating costs reflect 2015 estimates inflated to year of expenditure by 2.5%
transfer stations,park and ride lots,bus stop improvements,bus in 2024.Other operating funds include maintenance and operations each year
maintenance facilities,sidewalk access and streetside facilities,and other for bus facilities and other related bus operations such as small town
improvements,is programmed for$208 million between 2018 and 2024. local service matching funds,paratransit service,and other professional
A summary of these items is shown below. services.Finally,commuter rail is shown starting in 2027,and adds an
Moreover,$114 million is allocated towards the acquisition and additional$20 million of operating expenses.All operating expenses are
JARRETT WALKER + ASSOCIATES KimleyoHorn Wake County Transit Investment Strategy 135
Recommended Wake County Transit Plan
29
Plan Implementation and Finance
W
U
REVENUES EXPENDITURES
Z
Fiscal Year Portion of Q
Ending Regional Rental Excess Capital
S3 c-. Car Taz Avail Long- P,,c] eFund EXlsting Lowl Enlsting Stan Commuar Debt Service& Operating Gpltal Fund
1/2 Cent Salsa Regional Cer E]Wake Car for Wake Transit Term Bond Short-Term OnBovn)and Revenuecfor $upportfor Bu. Farebox Annual BRT Capital Rail Capital Other Capital Debt Service Fund Belano Balance Operating Flacal Year
Taz Registration Regiatr,1Ca, Plan Federal%u ds2 Stets Funds3 Proceed.4 Debt Principal Outaovn Bue Operations Operation Revenue& Revenue. Expenditures Expenditures Expenditures] Reserve Fund Alloeation Allocation Expenae. Total Expenses Ending LL
6/30/2017 18,893 621 1,449 878 5,000 14,594 1,200. 3,764 46,398 18,893 51866 21,640 46,398 6/30/201]1
6/3012018 78,593 2,534 5,912 3,598 19,803 1,000 (51,602) 14,959 1,200 3,858 ]91855 8,405 13,197 15,669 756 14,297 27,531 79,855 6/3012018 Q
6130/2019 81,]3] 2,584 6,030 3,688 47,351 918 38,461 - 5,559 15,333 1,200 4,323 207,185 2,4,897 48,541 66,330 6,317 786 20,163 40,151 207,185 6130/2019 7
6/30/2020 85,006 2,636 6,151 3,780 52,606 827 50,975 - 29,796 15,]1] 1,200 5,508 254,202 28,854 561640 83,067 11,224 817 40,325 33,274 254,202 6130/2020 Q
6/30/2021 88,406 2,689 6,274 3,874 91,9]] ]94 "A" 40,000 1,950 16,110 1,200 6,758 324,8]] 75,635 88,633 60,769 1],0]0 850 41,920 284,8]] 6/30/2021
6/30/2022 91,943 2,]43 6,400 3,9]1 153,621 620 102,145 - (8,104) 16,512 1,200 8,094 379,144 140,785 147,623 50,041 29,716 884 - 50,095 419,144 6/30/2022 Z
6/30/2023 95,620 2,798 6,528 4,071 142,204 716 107,126 - 22,221 16,925 1,200 9,469 408,8]] 68,432 195,827 48,59] 36,578 919 - 58,522 408,8]] 6/30/2023 O
6/30/2024 99,445 2,853 6,658 4,172 76,623 1,943 59,765 (91000) (13,%9) 1],348 1,200 14,138 261,178 - 133,510 9,672 36,243 956 - 80,]9] 261,178 6/30/2024
6/30/2025 103,423 2,911 6,791 4,2T] 102,044 2,001 80,454 (11000) (5,738) 1],]82 1,200 15,]4] 329,891 - 183A53 11,616 43,140 994 - 90,487 329,891 6/30/2025
6/30/2026 10],560 2,969 6,927 4,384 19,250 1,416 8,316 (30,000) 19,843 18,226 1,200 17,402 1]],492 - 18,983 19,611 37,396 1,034 - 100,468 1]],492 6/30/2026 Q
6/30/200 111,862 3,028 7,066 4,493 9,997 3,457 - - 555 18,682 1,200 22,846 183,186 - - 17,000 35,]]3 1,076 - 129,33] 183,186 6/30/2027 `
6/30/20M 116,337 3,089 ],20] 4,606 10,228 3,543 26,624 (221) 19,149 1,200 23,417 215,178 41,000 40,489 1,119 132,571 215,178 6/30/2028 r
6/30/2029 120,990 3,150 7,351 4,721 16,291 3,632 6A56 476 19,628 1,200 24,003 208,097 29,955 39,044 Ma 13],935 208,097 6/30/2029 Z
6/30/2030 125,830 3,213 7,498 4,839 16,464 3,723 16,640 (7,934) 20,119 1,200 24,603 216,194 - - 31,017 41,334 1,210 - 142,632 216,194 6/30/2030 W
6/30/2031 130,863 3,278 7,648 4,960 16,637 3,816 - ],8]2 20,622 1,200 25,218 222,113 - - 34,295 39,695 1,258 - 146,864 222,113 6/30/2031 C
6/30x2032 136,097 3,343 7,801 5,084 16,811 3,911 37,717 (338) 21,137 1,200 25,848 258,612 60,4% 46,3]4 1,309 150,433 258,612 6/30/2032 C
6/30/2033 141,541 3,410 ],95] 5,211 16,953 4,009 (16) 21,666 1,200 26,494 22BA25 28,615 42,657 1,361 155,792 228,425 6/30/2033 W
6/30/2034 147,203 3,478 8,116 5,341 1],00] 4,109 68,]]8 (5,882) 22,207 1,200 2],15] 298,715 82,920 54,838 1,415 159,542 298,715 6/30/2034 _j
6/30/2035 153,091 3,548 8,278 5,475 17,062 4,212 6,345 22,762 1,200 0,836 249,810 33,243 48,060 1,472 167,035 249,810 6/30/2035 0-
6/30/2036 159,215 3,619 8,444 5,611 17,092 4,317 39,936 022) 23,331 1,200 28,532 291,175 - - 63,537 55,133 1,531 - 1]0,9]5 291,175 6/30/2036 2
6/30/20N 165,583 3,691 8,613 5,752 17,122 4,425 13,312 % 23,915 1,200 29,245 92,957 40,098 53,554 1,592 177,713 2]2,95] 6/30/2037
Total $2,359,237 $62,185 $145,099 $92,783 $882,145 $53,390 $]21,]49 $- $789 $396,725 $25,200 $374,258 $5,113,561 $347,008 $886,607 $827,550 $714,635 $41,396 $80,650 $2,215,715 $5,113,561 Z
Figure 28:Summary of Capital Expenditures Q
1 Assumes 114 Year Funding with November 2016 Referendum 5.Excludes interest on short-term debt,which is included in debt service. J
2.Assumes 50%Federal Funding of BRT and Commuter Rail Capital Project Cost.Includes BRT and Commuter Rail Federal Operating Funds,and Federal Bus Operating Funds 6.Assumes 24%Farebox Recovery Ratio for Ridership Scenario;l0%for Coverage;3%Inter-town;0%for no-f for with an annual increase in f box revenue of2.5%beghudng in FY d
3.Assumes m state contribution for capital except bus replacement,state operating support f bus operating,BRT,and commuter rail. 2019
4.Rail 30 Year Amortization at 5.25%;BRT and Other Capital 20Y Amortisationat4.75%.Commuter rail 40%debt funded 2019-2026.BRT 15.5%debt funded 2019-2023. 7.Funds to be allocated to bus purchases f expanded bus routes,bus replacements,stat ions,sidewalk improvements and bus access,and other capital cost s such as maintenance facilities.Also
31% fBus Infrastructure debt funded 2019-2024. includes£ware projects to be identified$35 M between 2025-2027 and$264.5 M between 2028-2037.
Gross Debt Service Coverage Net Debt Service Coverage After Operating 20-Year Expenditure Summary
(Revenues to Annual Debt Service)=3.0 Expenses=1.25
18 16
16 14 Recommended - -County Transit Plan 2017-2037*
14 BRT Capital and Operations,Enhanced Bus Network $2,949,773 58%D
12 Operations,Bus Acquisition and Bus Infrastructure
0 12 0
F 10 Commuter Rail Capital and Operations 1,582,549 31%
m 10 v
a M 8 Future Capital Projects and Operating 459,193 9%
as 8
0 6 5 6 Fund Balance Allocation 122,046 2%
4 4 Total $5,113,561 100%
2 2 Figure 31:Local Service Operating Costs in 2027
0 0 *Allocation includes debt service
o N m a � r0 n og m o N m a � r0 n o N m a � e n oo m o N m a � e n
N N N N N N N N N N M M M M M M M M N N N N N N N N N N M M M M M M M M
O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O
N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N
-Gross Debt Service Coverage -Gross Debt Service Policy -EBITDA Debt Service Cov -EBITDA Policy
Figure 29:Gross Debt Service Coverage Chart Figure 30:Net Debt Service Coverage Chart
JARRETT WALKER + ASSOCIATES KimleyoHorn M Wake County Transit Investment Strategy 136
zoRecommended Wake County Transit Plan
Attachment 4 30
The Durham County
Bus and Rail Investment Plan
Approved June 2011
By the DCHC MPO, Triangle Transit Board of Trustees and Durham Board of County Commissioners
31
The Durham County Bus and Rail Investment Plan
I. INTRODUCTION 3
II. TRANSIT PLANNING STEPS LEADING UP TO THIS PLAN 4
III. PLAN ELEMENTS 5
A. NEW BUS SERVICE
B. NEW LIGHT RAIL SERVICE
C. NEW COMMUTER RAIL SERVICE
IV. MAPS 9
A. NEW BUS SERVICE
B. NEW LIGHT RAIL SERVICE
C. NEW COMMUTER RAIL SERVICE
V. DURHAM COUNTY REVENUES 12
A. PROCESSS ASSUMPTIONS
B. GROWTH RATES
C. ONE-HALF CENT SALES TAX
D. $7 DOLLAR VEHICLE REGISTRATION FEE
E. $3 TRIANGLE TRANSIT VEHICLE REGISTRATION FEE
F. REVENUE FROM TRIANGLE TRANSIT'S RENTAL CAR TAX
G. STATE GOVERNMENT FUNDING
H. FEDERAL GOVERNMENT FUNDING
I. PASSENGER REVENUE
J. COST ALLOCATION
VI. DURHAM FINANCIAL PLAN DATA 14
VII. IMPLEMENTATION AGREEMENT 15
VIII. CLOSING SUMMARY 15
IX. BUS SPREADSHEETS 17
Page 12
32
The Durham Bus and Rail Investment Plan
I. INTRODUCTION
The Durham community 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 best mid-sized city for jobs in
the US by Forbes magazine, as the#1 housing market in the US by the Wall Street Journal, as
one of the top places in the world to visit in 2011 by the New York Times and the #2 "green
city" for lifestyle and quality of life by Country Home magazine.
The Triangle region has also enjoyed a diverse, growing economy and attractive quality of life
for a number of years, topping many best places to live and best places to work lists. With
these successes has come a surging growth in population and demand upon our roads and
highways. Since 2004, the Triangle has moved from 46th largest metro area to 40th in the US
for 2009, and our vehicle demand on freeways is up by 28% over those five years. Recently,
our region was named the 3rd most sprawling urban area in the country among the 83 areas
studied.
In its 2009 long-range (2035) report, 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 Durham and the region will see declining
levels of service on major roads in the next 25 years.
The economic costs for our increasingly congested roads are significant. In its 2010 Mobility
report, the Texas Transportation Institute estimated that our region has "congestion costs" of
almost one-half billion dollars a year. A May 10, 2011 study cited in Forbes magazine found
that the Triangle region was ranked "America's Biggest Gas Guzzler." Finally, it will be difficult
to impossible for many of Durham's low to moderate income families to afford to get to new
jobs and take advantage of the region's prosperity unless enhanced transportation options
are created.
Durham residents and its 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 below.
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II. TRANSIT PLANNING STEPS LEADING UP TO THIS PLAN
In 2008, a blue-ribbon group of Triangle leaders (the Special Transit Advisory Commission, or
STAC) began meeting. In May 2009 the STAC unanimously recommended a regional vision for
bus and rail investments. One year later, the region's two MPO's fully incorporated the STAC
recommendations into their 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 Durham, Orange 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, and an
additional $10 in local and regional vehicle registration fees.
Over the last 18 months, Triangle Transit staff have worked with Durham, Durham 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. This option would positively impact traffic congestion and air quality while
supporting local land use policies. This plan is the culmination of that work and represents
crucial public investments and services designed to maintain our quality of life and economic
vitality in the next 25 years.
Extensive public engagement has occurred over the past year in the development of the bus
and rail elements of this plan. Triangle Transit and local transportation staff members from
the city, county and MPO 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 provided over 500 comments on the plan.
The project web site, www.ourtransitfuture.com, was viewed by over 31,000 individuals with
1.4 million page hits. The web site houses all of the presentation materials and proposed plan
elements.
There have been dozens of meetings with citizens, local elected officials, staff and members
of the region's MPO's, community stakeholders and business leaders to have feedback on the
proposed bus and rail elements. The financial and service elements of this plan are
coordinated with the corresponding Orange County Bus and Rail Investment Plan.
Additionally, this bus and rail investment plan builds on existing transit services and does not
eliminate current financial and service commitments.
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34
III. PLAN ELEMENTS
A. New Bus Service
The major goals of the new and strengthened bus service in Durham County would include:
• connect more residents with job opportunities in Durham and the region
• connect more residents with post-secondary and vocational educational opportunities
• expand bus capacity in corridors with high current bus ridership
• provide better regional connections to other cities and the RDU Airport
Over the 23 year life-of the plan, a total of 77,000 additional bus hours in Durham County
would be added (50,000 in the first three years, 27,000 over the 20 years). Today, DATA
provides 177,000 annual bus hours. This 44% increase in bus service will provide service
benefits to all areas of the county as detailed below and illustrated in the map in Section IV.
Over the first three years following a successful referendum and levy of the sales tax, the
following transit improvements will be made:
First 12-18 months following successful referendum and levy of the sales tax
• Connecting more residents with jobs
o New service from southwest Durham to Duke and VA Medical Centers
o More frequent service to jobs at retail centers including Brier Creek, Northgate
Mall, Southpoint Mall, The Village, and the vicinity of NC 54 and NC 55
o New services from rural Durham County, Mebane and Hillsborough to Duke and
VA Medical Centers
o More demand response trips from rural Durham County to jobs throughout the
county
• Connecting more residents with post-secondary and vocational educational opportunities
o More demand response trips from rural Durham County to Durham Tech and job
training opportunities
o More frequent service to North Carolina Central University and Durham Tech
• Expanding bus capacity in corridors with high current bus ridership (15 minute frequency
during peak hours)
o Holloway Street/Liberty Street Corridor
o North Roxboro Street
o Chapel Hill-Durham Boulevard (US 15-501)
o Fayetteville Street
o West Chapel Hill Street
• Providing better regional connections to other cities and the RDU International Airport
o Later Saturday Service between Downtown Durham and Downtown Chapel Hill;
between Downtown Durham, RTP, and Raleigh; and, between Chapel Hill,
southern Durham, RTP, and Raleigh
o Sunday Service between Downtown Durham and Downtown Chapel Hill; between
Downtown Durham, RTP, and Raleigh; and, between Chapel Hill, southern
Durham, RTP, and Raleigh
Page 15
35
o Seven day per week service to RDU Airport
o More frequent express trips between Durham and Raleigh
o More frequent service between Chapel Hill, southern Durham, and RTP
Over the remaining 20 years of the transit investment plan, it is estimated that the
sales tax will raise enough revenue to fund an additional 27,000 bus hours of service
per year that will be phased in over the life of the plan. The resources will be used to
continue to meet the plan's four goals as jobs and residences shift. When light rail
and commuter rail services begin operation in later years of the plan, bus services will
be shifted to avoid service duplication and to connect people with the rail stations.
Small Capital Projects
An estimated $15 million in small capital projects supporting the Durham County bus
network are also included in the Durham County Bus and Rail Investment Plan. The
projects should be completed in the first three to five years. They include:
• Park-and-Ride lots in northern Durham County and various other locations of the city
• Four new neighborhood transit centers
• Three transit emphasis corridors (sidewalks, shelters, and transit signal priority)
• Pedestrian accessibility and amenities improvements at the 200 most-used bus stops
Please see spreadsheet— Durham County Bus Improvements, Section IX.
B. New Light Rail Service
The Durham County Bus and Rail Investment Plan provides funding for a fixed guideway
transit system that serves Durham and Orange Counties using Light Rail technology (LRT).
The 17-mile alignment extends from the University of North Carolina (UNC) Hospitals to
Alston Avenue in East Durham. A total of 17 stations have been proposed including a
station next to the Dean Smith Center, the Friday Center, as well as a potential station at
Meadowmont in Chapel Hill. Stations in Durham include Patterson Place along US 15-501,
the South Square area, at Duke Medical Center and VA Medical Hospital, Ninth Street and
downtown Durham, with convenient access to nearby bus and Amtrak intercity rail
connections. Light Rail service characteristics and the type of activity centers and
neighborhoods being served along the corridor dictate light rail station spacing of
between % mile and 2 miles.
Light Rail vehicles are electrically powered and travel at speeds up to 55 mph. The total,
end-to-end, travel time for the 17-mile alignment is about 35 minutes including stops.
The vehicles are approximately 90 feet long, can operate in both directions, and can be
coupled with additional cars as ridership demand increases. Initial 2035 projections
indicate that ridership will exceed 12,000 boardings per day. As with all long range
projections, this estimate is subject to change as the ridership forecasting model is refined
and validated.
Page 16
36
Light rail vehicles can operate in exclusive right of way, as well as along urban streets, and
characteristically serve accessible low platform (14 inches high) stations. The operations
plan for the 17-mile alignment includes train frequencies (headways) of every 10 minutes
during the morning and evening peak and 20 minutes during the off-peak hours and on
weekends. Fifteen vehicles will be required to operate the system based on an 18 hour
schedule each weekday. Several potential light rail vehicle maintenance facility locations
are being evaluated and are also included in the financial plan. Detailed alignment and
station location decisions will occur in the future at the preliminary engineering and final
design stages, within 1-4 years after a successful referendum and levy of the sales tax.
Durham County's share of capital cost for the Durham and Orange Light Rail Project is
approximately$1, 050 billion (2011 dollars). The total cost for the project is $1.4 billion
($2011). Durham County's share of operations and maintenance costs are estimated at
$11.3 million/year (2011 dollars). Total operations and maintenance cost are estimated
at $15 million/year.
C. New Commuter Rail Service
The Durham County Bus and Rail Investment Plan provides funding for a transit system
that serves Durham and Wake County using Commuter Rail technology (CRT). The 37-mile
alignment extends from West Durham to Greenfield Parkway in Garner via Durham, the
Research Triangle Park, Morrisville, Cary, Raleigh, and Garner. A total of 12 stations have
been proposed, including locations with major bus and Amtrak intercity rail connections
available in downtown Durham, downtown Cary, and downtown Raleigh. Due to the
vehicle's performance capabilities, length of the corridor, and the needs of activity centers
being served, station spacing is typically between 2 miles and 10 miles for commuter rail
systems..
Commuter Rail vehicles are pulled by diesel powered locomotives and travel at speeds up
to 79 mph. Total, end-to-end, travel time for the 37-mile alignment is about 51 minutes
including stops. The train would include a locomotive and multiple coach cars, sized
according to anticipated ridership. Initial 2035 projections indicate ridership will exceed
7,000 boardings per day. This estimate is subject to change as the ridership forecasting
model is refined and validated.
Commuter rail vehicles must remain in the railroad corridor (i.e. no street running). The
operations plan for the alignment assumes the use of existing freight tracks where
possible. In some instances, a second track will be constructed to enhance the capacity of
the corridor to allow for continued increases in demand for both passenger and freight
traffic in the corridor. Commuter Rail operation is recognized as an inter-urban service
and operates on 20 to 30 minute train frequencies (headways), primarily during the
morning and evening peak periods, with the opportunity for some limited off-peak
service. The service is primarily oriented towards the work-week and peak-period
commuting to major employment centers. Weekend service will be considered based
Page 17
37
upon future ridership demand. Fifteen vehicles and a rail maintenance facility are also
included in the plan.
Durham County's share of the capital cost for the Commuter Rail Project would be $300
million ($2011). The total capital cost for the Commuter Rail project is approximately $645
million (2011). Durham County's share of the annual operating and maintenance costs is
estimated at $2.57 million/year ($2011). Total operations and maintenance cost is
estimated at $11 million/year (2011).
IV. Maps
Three maps that illustrate bus and rail service improvements in Durham County follow.
The first map (page 9) is a conceptual representation of where frequent local and regional
bus service will be put into operation in the first three years following the implementation
of this plan.
The second map (page 10) shows the Light Rail alignment from Downtown Durham to
Chapel Hill.
The third map (page 11) shows the Commuter Rail alignment from West Durham to
Raleigh and Eastern Wake County.
Page 18
38
Durham County Bus Investment Plan
50,000 hours of bus improvements in the first three years
1 •
• I
1 •
• I
1
• r Rougemont • Legend
, •
• I
liliP• • I. Local Routes
1 •
a 1 IF Regional Routes
•
ACCESS Demand Response/Rural Transit I
c16,1
for residents out in the county , I 0 Destinations
•
• Northern Durham I
• Park-and-ride O New park-and-ride
• or neighborhood
I
• transit centers
1 Durham County
•
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•
I
•'
Mebane/ I •
Hillsborough • •
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45 ospital •
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••
• ■, O Nor-frigate Mall • •
• ...
f Downtown •
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North Carolina{�/) Durham Tech
•
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it : str,
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UNC-Chapel HidU •
•
Carrboro , •
.,uthpoint ,` •
I
Regional • RDUAirport
Transit Center • r • 27,000 more hours of bus
, service will be added Year
.• _•.• •.•..•.....•+4.. .. —• Four through 2035.
Raleigh
Page 19
39
Durham-Orange Light Rail Plan
Durham-Orange (Light Rail)
County Corridor Me university Durham
LaSalle NMI
Wend O~n O
Duke Meg'
I 8achaaen
Rail Path O Durham
Alternate Rail Path
O Light Rail Stations Mad O Men
O
• Alternate Durham Tech
Light Rail Stations • a:"+c,,.;,,,,
• r.,c Community Coll
•
ton miles for fo bus
station
�•
connection station •
�2nitesfor bike • 0
Connection to station 4, South Square
1/2 mile for 0
walk acceess MU(
0
O Patterson Place
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Unlit at Nail Giardina s;
atchapid 0
Leigh Village
UNC Hamilton Meadowmont •
0 ••
•
0 O •• Hillmont
0 FAday Center
Mason Farm
Page 110
40
Durham-Wake Commuter Rail Plan
West Du*am
Dram Wake-Durham (Commuter Rail)
0 County Corridor
North RTP
Rail Path
Commuter Rail Stations
Triangle Metro 2.3 rules for aus
Center 0 sr connection to stvfon
l-2 moles for elko
rntnecnm ro go
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Q Downtowt!
0 Rafeirh
Downtown Cary a
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Hammond/Rush
Raleigh .0
Garner
0 Greenfield
Garner a
Page 111
41
V. DURHAM COUNTY REVENUES
A variety of revenue sources provide the funding for the Durham County Bus and Rail
Investment Plan. Those revenues include:
• A new one-half-cent sales tax in Durham County (referendum required)
• A new$7 vehicle registration fee levied by Durham County
• An increase of$3 to the existing$5 vehicle registration fee currently levied by Triangle
Transit in Durham County
• Revenue from Triangle Transit's rental car tax
• NC State Government contributions to funding
• Federal Government contributions to funding
• Passenger Revenue (fares for services)
Further details for each revenue source follow below.
A. Initial Proceeds Assumptions for Local Revenue
The initial annual projections for each local revenue stream for Durham County (see prior
section V) in 2012 for transit are as follows:
• One-half cent sales tax: $18.4 million
• $7 vehicle registration fee: $1.58 million
• $3 vehicle registration fee increase: $677,000
• Rental Car Tax revenue (Durham): $1.0 million
B. Growth Rates Assumed for Each Revenue Source
• %-cent sales tax:
o Growth Rate from 2011 through 2014: 1.5%
o Growth Rate from 2015 through 2035: 3.5%
• $7 vehicle registration fee: 2.0%
• $3 vehicle registration fee increase: 2.0%
• Rental Car Tax revenue: 4.0%
C. One-half cent sales tax in Durham County
A one-half cent sales tax in Durham 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 generally are excluded from the tax.
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42
A one-half cent sales tax in Durham County is estimated to generate $18.4 million. Over
the life of the plan to 2035, the sales tax is expected to generate $625 million in Year-Of-
Expenditure (YOE) dollars. Implementation of the Plan as described above is subject to
authorization of a referendum by the Durham Board of County Commissioners and
approval by the voters.
D. $7 Vehicle Registration Fee in Durham County
A seven dollar($7) vehicle registration fee in Durham County means that when an
individual registers a new vehicle or renews the registration for an existing vehicle in
Durham 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 Durham County is expected to bring in $1.58 million in 2012. Over
the life of the plan to 2035, the seven dollar fee is expected to generate $58.1 million in
Year-Of-Expenditure (YOE) dollars.
E. $3 Vehicle Registration Fee Increase in Durham County
A three dollar($3) vehicle registration fee increase in Durham County means that when
an individual registers a new vehicle or renews the registration for an existing vehicle in
Durham 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 increase to $8 after the $3 increase is implemented.
The three dollar fee in Durham County is projected to generate $677,000 in 2012. Over
the life of the plan to 2035, the three dollar fee is expected to generate $24.9 million in
Year-Of-Expenditure (YOE) dollars.
F. Revenue from Triangle Transit's Rental Car Tax
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 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
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 Durham County is estimated at
$1.0 million in 2012. Over the life of the plan to 2035, the rental car tax is expected to
generate $36 million in Year-Of-Expenditure (YOE) dollars for Durham County.
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43
G. 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 Durham County. This level of
participation was established by the State in its participation in the Charlotte 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. Based on these precedents, NCDOT assumed contributions to the plan total
$465 million in YOE dollars from 2012 through 2035.
H. Federal Government Funding
The plan projects that the US Government will contribute 50% of the capital cost for both
the light rail and commuter rail projects in Durham County. This was the federal level of
participation in the Charlotte 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 FTA operating grant formulas. Federal Government contributions
to the plan are projected to be $926 million in YOE dollars from 2012 through 2035.
I. Passenger Revenue
This revenue source accounts for the fares we receive from our bus service, commuter rail
service, and light rail service.
J. Cost allocation along the county border
A cost-sharing understanding was reached by officials from both Durham and Orange
County which identifies how costs would be allocated for the light rail project that crosses
their county border. This understanding calls for Durham County to fund all rail
investment (capital, operations, and maintenance costs) within Durham County with the
exception of the light rail investment found within those portions of the Chapel Hill town
limit which are inside Durham County. Conversely Orange County will fund all bus and rail
investments within Orange County and within the Chapel Hill municipal limit. Costs and
expenses for regional bus service for the Durham and Orange county region are shared on
a 50-50 basis in this Plan.
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VI. DURHAM FINANCIAL PLAN DATA
The following is a list of the total spending for each technology and category identified in
the Durham County Bus and Rail Investment Plan.
• Rail Capital: $1,669 million ($1350 million in 2011 dollars)
• Rail Operations: $283 million
• Bus Capital: $47 million
• Bus Operations: $151 million
• Debt: $136 million
VII. IMPLEMENTATION AGREEMENT: ANNUAL REVIEW AND CHANGES TO THE PLAN
The Durham County Bus and Rail Investment Plan details the specific elements of local
and regional bus service, LRT and commuter rail service to be added in Durham County
over a twenty-three year period. Because of the long time frame for implementation of
the Plan and its major capital projects, over time there will need to be changes and
revisions made to the Plan. As the statutory implementation agency, Triangle Transit will
work with Durham County, the DCHC Metropolitan Planning Organization (MPO), and the
City of Durham, the public transit provider in Durham County to develop and execute an
Implementation Agreement which details the following aspects of implementation of the
Plan:
(a) Annual review presentations of the activities and progress made in
implementation 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 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) 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.
VIII. CLOSING SUMMARY
The Durham County Bus and Rail Investment Plan is the result of years of collaborative
work by local elected 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 intense population growth that the region is expected to
experience in the next 25 years.
The proposed plan addresses the ongoing need to provide greater choice to transit riders
with improved and expanded bus and rail connections. Once implemented, the residents
of Durham County will be able to have greater access to jobs, shopping, and activity
Page 115
45
centers such as downtown Durham, the Universities, the Research Triangle Park, and the
Raleigh-Durham International Airport.
Additionally, the plan will provide core infrastructure investment that will help support
the goals and objectives of Durham's local land use plans. In particular, as evidence in
communities across the country, investment in light rail has proven to be a great
motivator for private companies to build transit-oriented development (TOD) at station
locations along the rail corridor. This kind of more intense development generally consists
of a mixed-use, walkable environment that can allow a more sustainable alternative to the
suburban growth pattern that exists today, without paralyzing the suburban options.
All of the elements listed in the Durham County Bus and Rail Investment Plan are fiscally
constrained. The Plan has been conservative in revenue assumptions and through added
contingencies for capital and operating expenditures.
The plan has been shared with the general public, Durham City Council, the DCHC MPO
and the Durham Board of County Commissioners. The plan was considered and approved
by the DCHC MPO, the Triangle Transit Board of Trustees, and the Durham County Board
of Commissioners in June 2011. The Durham Board of County Commissioners set
November 8, 2011 as a referendum date. Once a voter referendum passes and the
one-half cent sales tax is levied, work can begin on implementation of the Bus and Rail
Investment Plan.
Page 116
46
Durham County Bus Transit Plan -- Annual Operating and Maintenance Costs
Complements Express rail to TMC and Light Rail to Leigh Village
Annual
Total Annual New Bus
Service Type(Responsible Enhanced New Operating Hours
Party) Projects or New? Hours Cost Cumulative
YEARS 1 THROUGH 3 $4,290,000 50,000
Local(City of Durham) Brier Creek-Downtown(Route 15) Enhanced 3,800 $320,000 3,800
Local(City of Durham) Southern High-Liberty Street-Downtown(Route 16) Enhanced 3,000 $260,000 6,800
Local(City of Durham) NC 54/NC 55-Downtown(Route 12) Enhanced 3,000 $260,000 9,800
Carrboro-Chapel Hill-Durham Boulevard Express(Route 405)-15 minute
Regional(Triangle Transit) service during peak hours Enhanced 1,500 $130,000: 11,300
Local(City of Durham) New Hope Commons-Downtown via Duke New 3,400 $290,000 14,700
Local(City of Durham) Northgate Mall-Downtown(Route 1)-peak only Enhanced 1,500 $130,000 16,200
Local(City of Durham) The Village-Holloway Street-Downtown(Route 3)-peak only Enhanced 1,500 $130,000 17,700
Regional(Triangle Transit) Chapel Hill-Durham Express(Route 405)-extend Saturday hours to 11 pm Enhanced 200 $20,000 17,900
Chapel Hill-Regional Transit Center via Southpoint(Route 800)-extend
Regional(Triangle Transit) Saturday hours to 11 pm Enhanced 200 $20,000 18,100
Durham-Regional Transit Center-RDU(Route 700/100)-extend Saturday
Regional(Triangle Transit) ;hours to 11 pm Enhanced 200 $20,000 18,300
Regional(Triangle Transit) Carrboro-Chapel Hill-Durham Express(Route 405)-Sundays Enhanced 600 $50,000 18,900
Regional(Triangle Transit) Chapel Hill-Regional Transit Center via Southpoint(Route 800)-Sundays Enhanced 600 $50,000 19,500
Regional(Triangle Transit) Durham-Regional Transit Center-RDU(Route 700/100)-Sundays Enhanced 600 $50,000 20,100
Rural(Durham County) Durham County Dial-A-Ride Enhanced 1,200 $100,000 21,300
Local(City of Durham) Southpoint Mall-Duke/VA Medical Centers Express New 8,000 $680,000 29,300
Local(City of Durham) Durham Regional-North Roxboro Street-Downtown(Route 4) Enhanced 3,000 $260,000 32,300
Regional Express(Triangle
Transit) Durham-Raleigh Express(Route DRX)30 minute service during peak hours Enhanced 800 $70,000 33,100
Chapel Hill-Regional Transit Center via Southpoint(Route 800)15 minute
Regional(Triangle Transit) ;service during peak hours Enhanced 1,500 $130,000 34,600
Regional Express(Triangle Mebane-Hillsborough-Duke/VA Medical Centers Express
Transit) New 1,600 $140,000 36,200
Regional Express(Triangle Rougemont-Duke/VA Medical Centers Express
Transit) New 3,300 $280,000 39,500
Rural(Durham County) Durham County Dial-A-Ride Enhanced 1,200 $100,000 40,700
Local(City of Durham) NCCU-Fayetteville Street-Downtown(Route 5) Enhanced 1,500 $130,000 42,200
Local(City of Durham) Durham Tech-Downtown(Route 8) Enhanced 1,500 $130,000 43,700
Local(City of Durham) American Village-Duke-West Chapel Hill Street-Downtown(Route 6) Enhanced 1,500 $130,000 45,200
Local(City of Durham) East Durham-Downtown(Route 2) Enhanced 1,500 $127,500 47,000
Durham-Regional Transit Center(Route 700)15 minute service during peak
Regional(Triangle Transit) hours Enhanced 3,300 $280,500: 50,000
BY 2035 Local and Rural Bus Service Improvements $4,590,000 54,000
Regional Bus Service Improvements $1,955,000 23,000
Total Bus Service Improvements $6,545,000 77,000
Note:Cost per hour is assumed to be$85.
47
Durham County Bus Transit Plan -- Small Capital Costs (excluding buses)
Complements Express rail to TMC and Light Rail to Leigh Village
CAPITAL PROJECTS RELATED OPERATING PROJECT Unit Cost Quantity Est.Cost
Park-and-Ride lot in northern Durham County Rougemont-Duke-Downtown Express $350,000 per lot 1 $350,000'
Rougemont-Duke-Downtown Express AND Durham
Park-and-Ride lot near Durham Regional Hospital Regional-Duke Medical Hospital Connector $350,000',per lot 2 $700,000'
Associated
Chapel Hill-Durham Express(Route 405)-peak only with Light
Park-and-Ride lots at Patterson Place and/or South Square AND New Hope Commons-Downtown via Duke Rail Project
Southpoint-Duke Connector AND Chapel Hill-
Regional Transit Center via Southpoint(Route 800)-
Park-and-Ride near Southpoint Mall peak only $350,000,per lot 2 $700,000'
Chapel Hill-Regional Transit Center via Woodcroft
Park-and-Ride near Woodcroft Shopping Center (Route 805) $350,000',per lot 1' $350,000'
Transit Emphasis Corridor(Holloway St between The Village
and Alston Ave) The Village-Downtown (Route 3)-peak only $530,000 per mile 2' $1,060,000'
Transit Emphasis Corridor(Roxboro Rd between 1-85 and
Durham Regional Hospital) Durham Regional-Downtown (Route 4) $530,000 per mile 3' $1,590,000'
Transit Emphasis Corridor(Fayetteville St between Lakewood
and Cornwallis) NCCU-Downtown(Route 5) $530,000',per mile 4' $2,120,000'
Neighborhood Transit Center(Northern Durham) Durham Regional-Downtown (Route 4) $220,000 per bay 3 $660,000'
The Village-Downtown (Route 3)-peak only AND
Neighborhood Transit Center(The Village) Southern High-Downtown (Route 16) $220,000',per bay 3' $660,000'
Southpoint-Duke Connector AND Chapel Hill-
Neighborhood Transit Center(Southern Durham) Regional Transit Center via Southpoint(Route 800) $220,000 per bay 3' $660,000'
Chapel Hill-Durham Express(Route 405)AND New
Neighborhood Transit Center(1-40/US 15-501) Hope Commons-Downtown via Duke $220,000 per bay 2' $440,000'
Pedestrian Accessibility/Amenities Improvements Top 200 Boarding Locations $10,000 Per stop 200 $2,000,000'
Subtotal $11,300,000'
Contingency 30% $3,400,000'
Total $15,000,000'
48
Attachment 5
The Bus and Rail
Investment Plan in ran e
County
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Revised: 9/27/2012
Adopted: 10/2/2012
49
The Bus and Rail Investment Plan in Orange County
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
9/ /P01 -Page 12
50
The Bus and Rail Investment Plan in Orange County
I. INTRODUCTION
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 3rd 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.
9/ //,,01 1. -Page 13
51
II. TRANSIT PLANNING STEPS LEADING UP TO THIS PLAN
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.
9/ //,,01 1. -Page 14
52
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)
9/ ii,)01 1. -Page 15
53
• Enhance existing service
• 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 followina 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
9/ //,,01 1. -Page 16
54
Bus Service Enhancements
• Enhanced rural transit service in unincorporated Orange County
Maintain existing services consistent with state law
• 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 followina 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
9/ //,,01 1. -Page 17
55
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 * TTA
12% 22,332
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/hr; OPT cost is$58/hr
*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
9/27/2012-Page 18
56
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
❖ 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.
9/ 4/ G -Page 19
57
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58
E. New Light Rail Service
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 1/4 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)
9/ //,,01 1. - Page 111
59
• 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
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60
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Improved Bus Service in US 15/501 and NC 54 Corridors
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V. ORANGE COUNTY REVENUES
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:
• %-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:
• %-cent sales tax:
o Growth rate from 2011 through 2014: 1.0%
o 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
9/ //,,01 1. - Page 122
70
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 sales tax is
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 %2-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 $788,000 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 %2-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$338,000 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
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71
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%
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72
H. FTA Formula Funds
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
o Buses purchased -$17.6 million
• Bus Operations: $106.8 million
• Hillsborough Intercity Rail Station: $8.9 million ($8.0 million in 2011 dollars; Orange
County will only be responsible for a 10% matching contribution to total cost)
• Amount of debt service payments made by Triangle Transit through 2035: $19.2
million
Note Regarding Borrowing: Amount borrowed by Triangle Transit to execute
the plan: $25 million (this number is larger than the line above because debt
payments are over 30-year terms and continue past 2035)
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,
9/ 4/ G - Page 125
73
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:
(a) Annual review presentations of the activities and progress made in implementation
of the Plan by Triangle Transit to the County, TTA Board and the MPO;
(b)The process for review and vote by the County, the MPO and Triangle Transit's
Board of Trustees of 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:
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74
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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
9/27/2012-Page 127
75
and local financial commitment and request FTA's approval to enter into the preliminary
engineering(PE) phase of project development.
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.
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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
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.
9/ 4/,)01 ,) - Page 129
77
Bus and Rail Plan In Orange County
Appendix A:
Master Assumption List
78
Assumptions in Orange County and Durham County Financial Plans for Bus and Rail Transit
September 26, 2012
ASSUMPTIONS
ORANGE DURHAM
Sales Tax Growth Rate to 2015 1.00% 2.00%
Sales Tax Growth Rate 2016 and Beyond 3.60% 3.50%
Light Rail Capital Cost Responsibility (Percentage) 22.95% 77.05%
Light Rail Operating Cost Responsibility(Percentage) 23.95% 76.05%
Light Rail Capital Cost Share Based on Current Cost Estimates ($2011 millions) $ 316.2 $ 1,061.8
Light Rail Operating Cost Share Based on Current Cost Estimates($2011 millions) $ 3.46 $ 10.98
MLK Bus Lanes Capital Cost ($2011 millions) $ 22.1 NA
MLK Bus Lanes Operating Cost* ($2011 millions) $ - NA
Hillsborough Intercity Train Station Capital Cost ($2011 millions) $ 8.0 NA
Hillsborough Intercity Train Station Operations Cost ** Not part of plan
Amount borrowed by Triangle Transit to execute the plan ($2011 millions) $25 $165
Plan Minimum Cash Balance ($2011 millions) $4.1 $12.9
OUTCOMES
New Bus Hours in First Five Years of Plan 34,650 45,000
Total Cumulative New Bus Hours by End of Plan (Year 2035) 40,950 87,500
Opening Year for Hillsborough Intercity Train Station 2015 NA
Opening Year for MLK Bus Lanes 2019 NA
Opening Year for Light Rail 2026 2026
"Rail Dividend" Bus Hours that can be re-directed when Light Rail Opens 30,000-45,000 12,000-35,000
Plan Cash Balance in 2035 ($2035 millions) $45 $89
Plan Cash Balance in 2035 ($2011 millions) $23 $46
*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
TOTAL Plan Revenues and Costs to 2035, and LOCAL Costs to 2035:79
All Numbers Are in Year-Of-Expenditure (YOE) Dollars
Orange County Plan Revenue, All Sources to 2035: Total Revenue
$706.0m
•Sales Tax ($162.9m)
2.2% 3.5%
10.0% •Vehicle Registration Fees ($32.2m)
Rental Tax($21.3m)
23.1%
Federal Share ($247.9m)
18.5% 4.6% 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
1.0% 2.9% LRT Capital ($418.3m)
2.7%�1
LRT Operations ($59.1m)
Hillsborough Train Station ($8.9m)
16.2%
MLK Bus Lanes ($24.5m)
3.7%
1.4% .. Bus Operations ($106.8m)
8.9% 63.3% ■ 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%0 •a LRT Operations ($29.6m)
9.1%
Hillsborough Train Station ($0.9m)
38.8%
MLK Bus Lanes ($6.1m)
Bus Operations ($82.7m)
30.7%
•Buses($1.8m)
11.0% •Bus Capital Projects ($24.5m)
•Debt Service ($19.2m)
I
2.3%J _0.3%
Note:small differences and percentages not adding exactly to 100.0%may be due to rounding
80
Bus and Rail Plan In Orange County
Appendix B :
Proposed Bus Service
Enhancements
81
ORANGE COUNTY BUS PLAN - FUNDED AND FUTURE COMPONENTS
Service Type PROJECTS Enhanced or Cumulative New Service Description
New Service Hours
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 11 pm 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 11 pm 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 may augment any of the services above
Service Type PROJECTS Enhanced or Cumulative New Service Description
New Service Hours
Regional Exp Mebane-Hillsborough-Durham Express Expansion New 9,204 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 id-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
82
Orange County Transit Plan: Proposed Regional Bus Service Improvements
-----------------
-------------------
LEGEND
i -
i 'Triangle Counties
=Orange Townships
=Hillsborough
40 E =Chapel Hill
=Carrboro
�( Streets
Durham Tech r Chapel Hill-Raleigh Express
Downtown Carrboro-Chapel Hill-Durham
Oran a Cam US Urham Mebane-Hillsborough-Duke-Durham
r Chapel Hill-South Durham-RTP
Duke Hillsborough -Chapel Hill
NCCU
� =Park-Ride Catchment Area
T
12 Existing P-R Lots
.•.� �,�= k� � F1 Potential P-R Lots
Other
2010 Residents Per Sq. Mile
r,
0 to 250
250 to 500
UNC 500 to 1,000
r �/ 1,000 to 2,000
- ' 9/j , 2,000 to 3,500
_-'..
-------_ _ _ I i —ter
- I
-_ --RTC JJ . 3,500 to 5,000
5,000 to 10,000
10,000 and above
0 2.5 5 7.5
Miles
Created by Triangle Transit Staff
April 23,2012
83
ORANGE COUNTY BUS PLAN - FUNDED AND FUTURE COMPONENTS
Service Type PROJECTS Enhanced or Cumulative New Service Description
New Service Hours
Local Hillsborough Circulator Enhanced 2,008 Operate Hillsborough Circulator Mon-Fri,8 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 ca act of demand response service to rural areas
imi I
NA-All identified needs funded in first five years.
Prepared by Triangle Transit
April 23,2012
Orange County Transit Plan: Proposed Hillsborough and Rural Bus Service Improvements 84
Rainey
WhKW
Fast
°S 1
Tanber�Wbib y »e
Ho—Park �wIW r
� t Wikmrl 4 �
LK6D
'� Ip10 R..lbrw P.r Se Mu.
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Or�nQe Campn
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/8S
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NC Sq 3 LEGEND
Hillsborough
=Chapel Hill
NI =Carrboro
Streets
QEnhanced OPT Dial-A-Ride Servic
0 2 4 6
Miles
85
ORANGE COUNTY 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 IChapel 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 exceedsthe 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.
86
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%
87
Bus and Rail Plan In Orange County
Appendix C :
Bus Capital Enhancements
88
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%
89
Bus and Rail Plan In Orange County
Appendix D :
Hillsborough Train Station
Expenditures
90
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$8.9
million YOE dollar investment projected above would build can be found in Cary and Kannapolis.
91
Bus and Rail Plan In Orange County
Appendix E :
MLK Bus Lanes
Expenditures
92
MLK Bus Lane Project
Total MLK Bus Lane Project Costs by Year
Year 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Cost ($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%
93
Bus and Rail Plan In Orange County
Appendix F :
Light Rail Expenditures
94
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%
1
95
1
,_ F
Durham-Orange Light Rail LPA
A
According to the Cost-Sharing Agreement between Durham and Orange Counties,
Orange County's responsibility for Capital Costs for Light Rail is agreed to be 22.95%of
total project costs,which at the time of the agreement,is approximately$316.2 million,
Including 50%federal and 25%state shares.
Orange Durham
::
County County j
1 14
i\,..1\(Mebane r 51
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a O1 +I
85
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• Proposed LRT Stations N
Durham-Orange LRT LPA 0 1.25 2.5 5 Miles
1 I I I i I I I 1
96
Bus and Rail Plan In Orange County
Appendix G :
Revenues by Year
97
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 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 5.8 $ 17.6
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 $ - $ - $ - $ - $ - $ - $ 1.7 $ 247.9
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 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 24.5
Total Revenue By Year $ 41.2 18.3 $ 19.4 $ 20.2 $ 18.3 18.9 19.5 $ 20.1 20.7 $ 31.3 $ 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