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HomeMy WebLinkAboutOUTBoard agenda 041818AGENDA Orange Unified Transportation Board April 18, 2018 6:30 p.m. You can bring your laptops /tablets if you would like to use them. Conference Room 004 (Lower Floor) Orange County West Campus 131 West Margaret Lane, Hillsborough Time Item Title 6:30 1. Call to Order and Determination of Quorum 6:32 2. Approval of Minutes from March 21, 2018 6:33 3. Consideration of Additions to the Agenda 4. Special Presentations 5. Regular OUTBoard Agenda (Action Items) 6:35 5.a. Bicycle Safety Implementation Subcommittee Report (Art Menius, Abigaile Pittman) OUTBoard Action: Receive the information and provide any comments or direction that the Board might have. 6:50 5.b. Draft OUTBoard Orientation Materials ( Abigaile Pittman) OUTBoard Action: Receive the information and provide any comments or direction that the Board might have. 7:15 5.c. SPOT 5.0 NCDOT Scoring Results and MPO /RPO Local Input Point Results for the Durham Chapel Hill Carrboro Metropolitan Planning Organization (DCHC MPO), Burlington- Graham Metropolitan Planning Organization (B -G MPO) and Triangle Area Rural Planning Organization ( TARPO) (Nish Trivedi) OUTBoard Action: Receive the information and provide any comments that the Board might have, and provide a recommendation for the TARPO results. 6.0 Informational Items 7.0 Staff Updates 7:40 7.a. MPO /RPO and NCDOT Updates (Nish Trivedi) — Materials to be provided at the meeting. OUTBoard Action: Receive the information. 8:00 8.0 Adjournment — The next regularly scheduled meeting date is May 16, 2018. 1 Charge of the OUTBoard (from Section 1, Part C of the adopted Rules and Procedures) 1. The OUT Board is charged with advising the Board of County Commissioners on the planning and programming of transportation infrastructure improvements and other County transportation planning initiatives, as directed by the Board. 2. From time to time the OUT Board may be directed to provide input on regulations on which the Planning Board has primary statutory and local ordinance advisory duties. In such instances, the OUT Board shall serve in an advisory capacity to the Planning Board. Meetings (from Section IV, Part C of the adopted Rules and Procedures) C. Date, Time, and Location of Regular Meetings Regular meetings of the OUT Board shall be held as needed to address items that require Board action consistent with its Charge and Duties identified herein. Meetings are held on the third Wednesday of the month. The start time and location of the meeting shall be included on the agenda and shall typically be 6:30 p.m. at the Orange County West Campus Office Building located at 131 West Margaret Lane, Hillsborough. The OUT Board Chair, in consultation with staff, shall have the authority to change the start time and location of a regular meeting to meet any special circumstances, provided the information is included on the distributed agenda. 2 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 MINUTES ORANGE COUNTY OUTBOARD MARCH 21, 2018 REGULAR MEETING MEMBERS PRESENT: Heidi Perry (Chair), At -Large Representative; David Laudicina, Cheeks Township Representative; Alex Castro (Vice- Chair), Bingham Township Representative; Jenn Sykes, At- Large; Ed Vaughn, Cedar Grove Township Representative; Brantley Wells, Hillsborough Township Representative; Art Menius, At -Large Representative; Alyson West, At -Large Representative; Ted Triebel, Little River Township Representative; Donna Musson, Eno Township Representative MEMBERS ABSENT: Jeff Charles, At -Large Representative; Justin Miller, At- Large Representative; Gary Saunders, At -Large Representative; Erle Smith, Chapel Hill Township Representative; STAFF PRESENT: Kim Livingston, DEPAR; Abigaile Pittman, Transportation /Land Use Planner; Nishith Trivedi, Transportation Planner; Meredith Kern, Administrative Assistant. OTHERS PRESENT: Cheryl Sadgrove, Minutes Preparer. AGENDA ITEM 1: CALL TO ORDER AND DETERMINATION OF QUORUM Heidi Perry called the meeting to order at 6:34 p.m. and confirmed the presence of a quorum. AGENDA ITEM 2: APPROVAL OF MINUTES FEBRUARY 21, 2018, MEETING Art Menius requested adding the date of the June BOCC Meeting (June 5) at line 74. MOTION by Alex Castro to approve the February 21, 2018, OUTBoard Minutes with correction. Seconded by Art Menius. VOTE: UNANIMOUS AGENDA ITEM 3: CONSIDERATION OF ADDITIONS TO AGENDA There were no additions. AGENDA ITEM 4: SPECIAL PRESENTATIONS AGENDA ITEM 4A: APPROVAL OF MOUNTAINS TO SEA TRAIL (MST) THROUGH ORANGE COUNTY (KIM LIVINGSTON, DEPARTMENT OF ENVIRONMENT, AGRICULTURE, PARKS AND RECREATION, AND ABIGAILE PITTMAN) Kim Livingston shared a map of the possible Mountains -to -Sea Trail route through Orange County, which would be about 15 miles of the roughly 1,000 -mile trail. The parts in Orange County are called Segment 11 and Segment 12. Segment 12 is Hillsborough's River walk greenway, which will connect to Eno River State Park. Orange County is focused on Segment 11, which will start in Hillsborough and will use the Occoneechee Mountain trails, connect to the Seven Mile Creek Preserve, go across rural property to connect to the Cane Creek Reservoir, and exit the county toward Saxapahaw. Kim Livingston reviewed that the planning process for the Orange County trail segments began more than two years ago and included several community meetings. On January 23, 2018, the Orange County Board of Commissioners adopted the proposed route. Kim Livingston reviewed that the connection to Saxapahaw had been anticipated to be Saxapahaw - Bethlehem Church Road but Alamance County is working on bringing the trail through Morrow Mill Road, which is less busy. 3 Kim Livingston also said there has been a desire to connect Hillsborough to Chapel Hill through a multi -modal trail and Orange County staff has been directed by the Orange County Board of Commissioners to work on that but county staff sees that as a project separate from the Mountains -to -Sea Trail. Kim Livingston reviewed that for Segment 11, Dimmocks Mill Road was identified as the best way to get over Interstate 40. The trail is expected to follow the road in places where it is proving difficult to get landowners to agree to grant an easement or sell land for the Mountains -to -Sea Trail. The adopted route is the proposed route, but things change. Orange County only works with landowners who are willing to sell land or donate an easement for the trail. Those working to create the trail know the proposed route will shift to get this complete. In the interim, there will be road routes. The Cane Creek area is ready for trailblazing but there is a memorandum of understanding with Orange Water and Sewer Authority that allows Orange County to put the trail on OWASA land with some conditions. Kim Livingston would like to focus her efforts now on connecting Occoneechee Mountain to Seven Mile Creek Preserve. That trail would cross the property of three landowners. Ed Vaughn said he is surprised some homeowners do not want the trail to be near them. Kim Livingston said a lot of the concern expressed is fear of crime. A brief discussion followed that cars get broken into when people park to use trails. Kim Livingston said the Orange County Sheriff's Office has advised that any parking lots be visible from main roads. Ted Triebel asked whether several landowners are concerned about their loose dogs running on the trail if they were to grant an easement or sell property for the trail. Kim Livingston said she has heard that concern but only from one property owner. Ted Triebel asked what the OWASA conditions are. Kim Livingston answered that one condition is that the county cannot build the section on OWASA property until there is a clear connection completed. So, either the county has to convince OWASA that there is connecting trail via Saxapahaw - Bethlehem Church Road or the county has to complete the trail all the way from Seven Mile Nature Preserve to the reservoir. Kim Livingston said another condition is that if trail is going on OWASA property less than 50 feet from adjacent property owners, the neighbor has to agree to the placement of the trail as well. There is a narrow section that will be close to neighboring property. Ted Triebel asked Kim Livingston for her prognosis. Kim Livingston said the trail is doable. She thinks what is doable in the next three years is connecting Occoneechee Mountain to Seven Mile Creek and building the trail in the Cane Creek Reservoir area. Kim Livingston said the connections through the middle of Segment 11 are likely to take 10 years or longer. In the meantime, there will be a road route. Alex Castro said OWASA's park is only open two days a week. Kim Livingston answered that is only the portion near the dam and the reservoir. The trail will be well away from both and so available every day. She added that none of OWASA's conditions are unreasonable. David Laudicina asked Kim Livingston if she has thought of noting old mills and dams and other historical markers. Kim Livingston answered that Orange County Cultural Resources Coordinator Peter Sandbeck is aware of all those places and that is a great suggestion. Jenn Sykes said she did not think Riverwalk and Occoneechee Mountain had been officially connected yet. Kim Livingston said the land has been acquired. She doesn't know that the trail is complete. Alyson West said Chapel Hill's greenway master plan includes a Millhouse Road connection to Hillsborough. S Kim Livingston said Orange County's Millhouse regional park has some greenway and is looking at some affordable housing and greenway options in that area. Heidi Perry said the 2045 Metropolitan Transportation Plan includes an Old N.C. 86 connection. Kim Livingston said she is aware of that. Art Menius said Orange County is slowly moving toward a county historical marker process. Alyson West asked what kind of facilities would be at Seven Mile Creek. Kim Livingston said the road and parking area are currently under construction and staff has constructed official trails. This will be a nature preserve. Jenn Sykes said it could be possible to connect Hillsborough's Kings Highway Park with Seven Mile Creek and asked Kim Livingston how that could be done. Kim Livingston said that isn't something she has explored but she could see that being a good spur trail. AGENDA ITEM 5. REGULAR OUTBOARD AGENDA (ACTION ITEMS) AGENDA ITEM 5A. BICYCLE SAFETY IMPLEMENTATION SUBCOMMITTEE REPORT (ART MENIUS, ABIGAILE PITTMAN) Abigaile Pittman said the subcommittee has been focused on creating videos involving some local well -known people, high school students and some professional videographers. She and Heidi Perry described some of the scenarios from the videos. Videos created so far have involved Hillsborough Mayor Tom Stevens and the principal of Cedar Ridge High School. Two more videos in April will involve Orange County Commissioner Rene Price and Orange County Sheriff Charles Blackwood. The videos will be shown June 5 at the meeting of the Orange County Board of Commissioners. Art Menius added that primarily the distribution will be on YouTube and shared on social media. Abigaile Pittman noted that the subcommittee has to encumber all of its money through estimates and purchase orders by April 30. David Laudicina said he used to frequently see cyclists pulling a baby trailer on Dairyland Road and asked how the subcommittee addresses that safety concern. Heidi Perry answered that you have to build a greenway. Alyson West said enforce the speed limit. David Laudicina pointed out the baby trailer is wider than the bicycle. Abigaile Pittman reported that Orange County has plans to install 20 signs around edges of rural buffers. On seven or eight of those sign poles, the bicycle subcommittee will install a drive safely sign. Heidi Perry added that the subcommittee was also thinking of holding a reception with possibly a bike rodeo for kids. AGENDA ITEM 5B. DRAFT OUTBOARD ORIENTATION TABLE OF CONTENTS ( ABIGAILE PITTMAN) Abigaile Pittman said good comments were made about the orientation materials at the last meeting. Staff held meetings to discuss changes. The orientation materials would be available online and include a lot of links to primary sources so that as information from the primary sources changes, anyone reading through the orientation materials would have access to the latest information. There will also be a page with transportation acronyms. 61 Heidi Perry asked how one would access the materials. Abigaile Pittman answered that one would go to Orange County's website and click on the Planning Department and then the Transportation section. Heidi Perry asked if it is searchable. Abigaile Pittman answered that she thinks it can be made searchable. Heidi Perry said Carrboro has a video for new advisory board members about serving on an advisory board. Abigaile Pittman said she will pass that along to community relations. Alyson West said she wonders whether there is a place to explain where most funding comes from in order to give readers some idea of scale or proportions of funding. Abigaile Pittman said she and Nish Trivedi discussed that and determined those proportions cannot be estimated because they change. Alex Castro suggested explaining where in the project or funding process the county is month by month. Nish Trivedi said that is a very challenging question because state and federal funding cycles are not aligned. Alex Castro said Orange County only has 1 out of 24 votes on the Burlington- Graham MPO. It is important for people to understand that. Abigaile Pittman said there are changes taking place. The Technical Coordinating Committee (TCC) subcommittee is looking at how projects are scored and how we can collaborate regionally. AGENDA ITEM 6: INFORMATIONAL ITEMS There were none. AGENDA ITEM 7: Staff Updates AGENDA ITEM 7A: MPO /RPO AND NCDOT UPDATES (NISH TRIVEDI) Nish Trivedi said he will be bringing an update of all Metropolitan Planning Organizations (MPOs) in one update that will include how Orange County is influencing and shaping the MPO's decisions and how the MPOs are affecting Orange County. He summarized the updates given on Page 51 of the agenda packet. Abigaile Pittman added that she was told at the Burlington- Graham MPO meeting that 6.0 will be a trial period with three years between processes. Nish Trivedi said he has not heard that. Nish Trivedi said Triangle Area Rural Planning Organization's (TARPO's) draft Fiscal Year 2019 Unified Planning Work Program is ready for public comment and so is the Burlington- Graham MPO's. Heidi Perry asked how people would know that it was time to comment because she follows TARPO communications and has not seen anything. Nish Trivedi will look into it. Nish Trivedi noted an attachment contained updates on North Carolina Department of Transportation ( NCDOT) updates. Abigaile Pittman said a traffic light will be installed at Buckhorn Road and U.S. 70 by early May. Heidi Perry asked if the signal would be tripped by a bicycle. Abigaile Pittman will check because it was not mentioned. Heidi Perry asked if there are any other projects staff wants to call to the board's attention. Abigaile Pittman noted the fencing was installed on Orange Grove Road Bridge over Interstate 40. Art Menius asked about the bridge on U.S. 70 east of Hillsborough. Brantley Wells said a temporary bridge will be built on the north side of U.S. 70 to maintain traffic while the old bridge is replaced. Abigaile Pittman noted Graham is about to grow rapidly, which may affect traffic in Orange County. C.9 225 226 AGENDA ITEM 8: ADJOURNMENT 227 228 OUTBoard meeting was adjourned by consensus at 7:47 p.m. 229 230 Heidi Perry, Chair ORANGE COUNTY ORANGE UNIFIED TRANSPORTATION BOARD ACTION AGENDA ITEM ABSTRACT Meeting Date: April 18, 2018 Action Agenda Item No. 5.a. SUBJECT: Bicycle Safety Implementation Subcommittee (BSIS) Report DEPARTMENT: Planning and Inspections ATTACHMENT(S): 1. Campaign logos 2. Campaign Website Content INFORMATION CONTACT: Abigaile Pittman, Transportation /Land Use Planner, 919 - 245 -2567 PURPOSE: Receive a report on the recent activities of the Bicycle Safety Implementation Subcommittee BACKGROUND: Since the BSIS report at the OUTBoard's February 21St meeting, the subcommittee has been busy working on the following activities: Highlights of our work include: • Production of Campaign Videos Filming of four (4) bicycle safety video PSAs began on March 10 and 17, and will continue on the weekend of April 14 -15. The videos will be approximately 15- second PSA's with the following themes: 1. It's Never Too Early' addressing teaching young children about bicycle safety and that when passing a bicyclist in a no- passing zone, the operator of the passing vehicle must allow four feet of space or change lanes; 2. `Reluctant Driver' addressing that when safe for the cyclist to do so, a cyclist can facilitate passing by pulling over; 3. `Emergency Vehicles' addressing that cyclists must always pull over and stop for emergency vehicles using its sirens and lights; and 4. `Passing Groups' addressing that riding two abreast is legal in North Carolina and can often create more visibility and shorten the passing distance needed. Although there is much editing still to do, "pre- cuts" will be shown at the meeting. • Campaign Logos The selected three (3) versions of the Campaign logo will go before the Board of County Commissioners (BOCC) as part of an Information Item. The vertical version of the logo is intended to be used on planned local road signage and other messaging such as brochures, posters, branded swag (promotional merchandise), and video public service announcements (PSAs). The horizontal version of the logo was developed for use on smaller more rectangular types of messaging such as bumper stickers. The black and white version of the logo was developed for use on small branded swag items such as pens and reflective bike straps, where it will be more visible and cost - effective. See Attachment 1. • Campaign Website An Orange County Bicycle Safety Website, linked to the County's website, will be created. Website content will be populated by the BSIS members. The website design, outline, placement and monitoring has been discussed at length with the Community Relations Department. An outline of the website content is provided in Attachment 2 to this memorandum. • Campaign Signage The North Carolina Department of Transportation ( NCDOT) has given permission to place bicycle safety signs on NCDOT right- of -way, but signs may not be posted on the same support as their signs. The Campaign signs will be metal and present the Campaign logo. Ultimately, encroachment agreements will be required for the NCDOT road signs, subject to Board of County Commissioners (BOCCO review prior to submission. A request for the Campaign sign encroachments will be on the June 5 BOCC agenda. The number of signs for Year 1 will be determined by the budget. Around 7 -8 signs will be co- located with proposed Rural Buffer signs. Ultimately, there could be up to 50 bicycle safety signs at entry points to the county and frequently used bicycle routes. Details regarding sign posts, installation and cost estimates will be finalized by the end of April. • Campaign Budget. A final version of the Campaign budget will be finalized by the end of April. • Campaign Posters and Brochures Designs for Campaign posters and brochures are being reviewed and will be developed by the Community Relations Department. At least one different poster from four targeted audiences would be designed: There would be one generic poster, one targeted to drivers, one to riders and one to children. They would be designed in such a way that they all complement each other. • Media First year budget funds have been made available for social media ads on Facebook, Instagram and Twitter. Funds have been also made available for print and /or radio ads as well (WCHL Radio, News of Orange, etc.). Audio PSAs will be put out on WCOM Radio. • Branded Swag A modest amount of branded swag (promotional marketing items) will be purchased to promote the campaign. The BSIS chose to emphasize the more permanent messaging provided by road signage and video PSAs. • Bike Rodeo /Bicycle Helmet Initiative Sheriff Blackwood has numerous bicycle helmets obtained from NCDOT and other grant sources. He has agreed to assist the BSIS with a Bike Rodeo for children this year. The exact date and details are still to be worked out. • Campaign Launch The Campaign Launch will be June 5t" with a presentation to the BOCC. The video PSAs will be shown, and several participants from the Cedar Ridge Video Club will also be recognized. FINANCIAL IMPACT: There is no immediate financial impact associated with this item. RECOMMENDATION(S): Staff recommends that the OUTBoard: 1. Receive an information; and 2. Provide any comments or direction that the Board might have. Attachment 1 Vertical Version of the Campaign Logo Horizontal Version of the Campaign Logo 12 Black and White Version of the Campaign Logo 13 Attachment 2 Orange County Bicycle Safety Website Outline HOMEPAGE Fixed Drive Safe Ride Safe logo Message block: Why bicycle safety is important - text and images Permanent video block: with manual or automated change of featured video News blog For example http: / /www.orangecountVnc.gov /departments /planning and inspections /Bike% 20Safety% 20Law% 20Changes% 20 Proposed %20in %20House %20Bi11 %20959.pdf SIDEBAR • http: / /www.orangecountync.gov /departments /planning and inspections /task forc e.php • Sheriff's office — how to report an accident • Campaign social media links and feed • Bicycle Safety Implementation Subcommittee (BSIS) meeting dates • Any other links deemed of particular importance DROPDOWN MENU — About Us • Mission • How you can participate • Contact Us • Links • Orange County Bicycle Organizations • State and National Bicycle Organizations • Websites about bicycle safety and bicycle -auto safety DROPDOWN MENU — How to Ride Safe Drive Safe • 5th Grade bike safety curriculum • Downloadable brochure 14 • PDFs of bicycle safety documents • Signage concordance • Important NC Traffic Laws Applicable to Bicyclists • How to Pass a Bicyclist • Bicycles and emergency vehicles • Group Bicycling Best Practices: Skills and Techniques • Bike Safety Law Changes Proposed in House Bill 959 • House Bill 959 DROPDOWN MENU — Video Resources DROPDOWN MENU — Bicycle Safety Task Force Documents • Summary of Origins of Bicycle Safety Task Force and Adopted Bicycle Safety Report • Orange County Bicycle Crash Report Presentation • Other data • http: / /www.orangecountync.gov /departments /planning and inspections /BicycleS afetyReportBOCC.pdf • http: / /www.orangecountVnc.gov /departments /planning and inspections /task forc e.php • Other relevant PDF's IMPLEMENTATION AND MAINTENANCE PLAN Subcommittee will describe the basic design elements desired. Art Menius will do initial design and set up using WordPress. BSIS members and the Transportation /Land Use Planner (Abigaile Pittman) will provide the initial content. The Committee will appoint one of its members to serve as point person. Log -in information will be provided to Orange County Transportation /Land Use Planner and to the BSIS point person BSIS members and the Transportation/ Land Use Planner will be responsible for obtaining and posting content as well as removing out -of -date information. 15 ORANGE COUNTY ORANGE UNIFIED TRANSPORTATION BOARD ACTION AGENDA ITEM ABSTRACT Meeting Date: April 18, 2018 SUBJECT: OUTBoard Orientation, Section 1 DEPARTMENT: Planning and Inspections ATTACHMENT(S): 1. Introduction to the OUTBoard 2. OUTBoard Members 3. Transit Advisory Services (TAS) role 4. OUTBoard's Role in Transportation Planning Processes and Requirements 5. Orange County Advisory Board Policy 6. OUTBoard Rules and Procedures Action Agenda Item No. 5.b. INFORMATION CONTACTS: Abigaile Pittman, Transportation /Land Use Planner, 919 - 245 -2567 Tom Altieri, Comprehensive Planning Division Supervisor, 919 - 245 -2579 PURPOSE: Review Draft OUTBoard Orientation, Section 1 material and provide input. BACKGROUND: At its March 21 Meeting the OUTBoard reviewed the Staff's draft Table of Contents for the OUTBoard's orientation materials. The table of contents for Section 1, shown below, was approved by consensus. Section 1 - The OUTBoard: Introduction and Governing Documents • Introduction to the OUTBoard • OUTBoard Members (link to Roster) • Transit Advisory Services (TAS) role • OUTBoard's Role in Transportation Planning Processes and Requirements • Orange County Advisory Board Policy (link) • OUTBoard Rules and Procedures (Purpose, Charge, Membership Criteria, Meeting Schedule, Subcommittees, etc.) (link) Orientation information for Section 1 is provided in Attachments 1 -6. Format As discussed at the March 21 meeting, the orientation materials will be available online, on the Transportation section of the Planning Department's web page. The materials will be included in a large pdf file, with sub -files bookmarked as separate pdfs. Links will also be provided within the pdf sections to materials that are already provided elsewhere and /or regularly updated by other agencies, such as NCDOT and the MPOs /RPO. In this way, information is uniformly and accurately updated by the responsible agency. Additional links 17 on the transportation web page will be provided for the general public. FINANCIAL IMPACT: There is no immediate financial impact associated with this item. RECOMMENDATION(S): Staff recommends that the OUTBoard discuss as appropriate and provide input. Attachment 1 Introduction to the Orange Unified Transportation Board (OUTBoard) On May 17, 2005, the Orange County Board of County Commissioners (BOCC) established a County transportation advisory board, at that time called the Orange County Unified Transportation Advisory Board (OCUTAB). OCUTAB, under continuing direction of the BOCC, was to advise the BOCC and provide information and comments on major transportation issues; and provide recommendations regarding the overall planning and programming of transportation improvements in the County. The advisory board was directed to: • Identify and prioritize the County's roadway and transit needs along with associated costs and specific sources of funding; • Assist in development and review of the transportation component of the Comprehensive Plan; • Provide recommendations to the Board regarding Federal and State legislation affecting transportation in Orange County; and Explore and make recommendations on innovative techniques and methods to improve the efficiency and capacity of existing and future transportation systems. On August 22, 2006, the advisory board was renamed to the Orange Unified Transportation Board (OUTBoard). Board membership is comprised of fourteen (14) voting members representing demographic, geographic, cultural and professional characteristics: • Seven (7) members, one from each township (Cedar Grove, Little River, Cheeks, Hillsborough, Eno, Bingham and Chapel Hill) • Seven (7) members with expertise or specific interests in as many of the following areas as possible: • Bicycle transportation • Pedestrian access and safety • Public Transit • Environmental Issues • Economic Development • Planning • Public Health From time to time the OUTBoard may be directed to provide input on regulations or other matters on which another County board has statutory and /or local ordinance advisory duties. In these instances, the OUTBoard serves in an advisory capacity to that board. Other County Boards and Commissions that deal with transportation issues includes: • Orange County Planning Board • The Economic Development Commission • The Commission for the Environment • The Aging Department 19 The advisory board is administered by the Planning Department with primary stuff support provided by transportation staff with assistance from Orange County Public Transportation (OCPT) for issues pertaining to OCPT service. 20 II[MIA V1 Attachment 2 Orange Unified Transportation Board Membership and Contact List Position NAME OF MEMBER DATE OF REPRESENTATION Expertise BUSINESS TELEPHONE APPT HOME ADDRESS/ TELEPHONE APPT or Specific E -MAIL EXPIRES Interest 1. Alex Castro (Vice Chair) 10/20/2015 Bingham Township N/A alexcastroilOotmail.com 9/30/2018 (919) 619 -1510 (Day) 5915 Morrow Mill Road Chapel Hill, NC 27516 919 929 -6368 (Evening) 2. David Laudicina 09/20/2016 Cheeks Township N/A Laud9876nabellsouth.net 9/30/2019 (919) 942 -4444 (Day /Evening) 5333 Lucas Farm Lane (Serving At- Large) Chapel Hill, NC 27516 919 428 -1009 Cell 3. Ed Vaughn 10121/14 Cedar Grove N/A eddievee @nc.rr.com 9/30/2020 412 Lake Orange Road Township (919) 283 -4444 (Day /Evening) Hillsborough, NC 27278 4. Erle Smith 10/20/2015 Chapel Hill N/A Erle @ErleSmith.com 9/30/2018 103 Sunset Creek Cir Township Day Phone: (919) 259 -2100 Chapel Hill NC 27516 Evening Phone: 919 929 -1596 5. Donna Musson 09/20/2016 Eno Township N/A donna(@musson.org 9130/2019 600 Sinai Circle (919) 428 -3683 (Cell) Hillsborough, NC 27278 6. Brantley Wells 10/15/2013 Hillsborough N/A wells.14544 angmail.com 9/30/2020 (919) 998 -8630 1314 US HWY 70E Township Hillsborough, NC 27278 (919) 732 -3883 (Work) 919 730 -2524 Work Cell 7. Ted Triebel 10/20/2015 Little River N/A triebela.mindspring.com 9/30/2018 (919) 732 -6691 (Day /Evening) 6601 Sirladdinn Lane Township Rou emont, NC 27572 8. Art Menius 10/21/2014 At -Large * ED art(o)artmenius.com 9/30/2020 4720 Green Riley Rd (919) 675 -2787 (Day /Evening) Rou emont, NC 27572 919 675 -2787 Cell 9. Jenn Sykes 02/07/2017 At -Large * P sykes.iennifer(@gmail.com 9/30/2020 (919) 442 -8152 210 Collins Ave Hillsborough, NC 27278 10. Gary Saunders 10/20/2015 At -Large * El gary.saunders(@ncdenr.gov 9/30/2018 (919) 733 -1497 (Day) 103 Woodshire Lane Chapel Hill, NC 27514 919 942 -0045 (Evening) 11. Heidi Perry (Chair) 10/2112014 At -Large * BT heidiperov gmail.com 9/30/2020 (919) 962 -0572 (Day) 407 Robert Hunt Drive Carrboro, NC 27510 (919) 929 -8671 (Home) 919 618 -8199 Cell 12. Dr. Jeff Charles 10/20/2015 At -Large * PAS jmc5l@ix.netcom.com 9/30/2018 5904 Treetop Ridge (919) 489 -7753 Durham NC 27705 919 489 -7753 13. Alyson West 09/20/2016 At -Large * PT Alyson.west(�gmail.com 9/30/2019 (503) 734 -5299 (Cell) 901 N Greensboro Apt D Carrboro, NC 27510 14. Justin Miller 12/13/2016 At -Large PH Justindm8(@yahoo.com 9/30/2019 919 - 448 -1376 (cell) 5505 US 70 Mebane NC 27302 STAFF: Abigaile Pittman abpittmanna,orangecountync.gov 245 -2567 * Through the appointment process, the County will attempt to maintain a balance among the OUTBoard's At -Large membership that captures as many of the following areas of expertise or specific interests as possible: Bicycle Transportation (BT), Pedestrian Access and Safety (PAS), Public Transit (PT), Environmental Issues (EIl, Economic Development (ED), Planning (P), Public Health (PH) 21 Attachment 3 Transportation Advisory Services (TAS) Role Legal Requirement for Recipients of Federal Section 5311 Funds Orange County is a sub - recipient of the State of North Carolina to receive federal Section 5311 funds for Orange County Public Transportation (OCPT) services provided within the County's non - urbanized areas. To continue receiving Section 5311 funding in support of OCPT services, the County is required to have a Transportation Advisory Board (TAB) approved by the BOCC. A TAB is a locally formed advisory group that is made up of representatives from the County's public human service agencies, transportation providers, public and business sectors, government affiliates, and transit users, as well as representatives from elderly, minority, and limited English proficiency populations, etc. For reference, the North Carolina Department of Transportation ( NCDOT) Public Transportation Division (PTD) FY18 Community Transportation Program Application Package is appended to this attachment. This package includes the Section 5311 - Non - urbanized Area Formula Program TAB requirements. History The County's transportation services /OCPT advisory function has been in existence since 1992 when it was operating under the name of the Transportation Services Board (TSB). In June, 2010 OCPT and the BOCC approved the administration of the TSB to be moved from the Aging Department to the Planning Department, and the function was incorporated into the Orange Unified Transportation Board (OUTBoard). County staff members from departments that represent populations that NCDOT requires to be represented were included in the staff component of the transportation services /OCPT advisory function of the OUTBoard. More Recent Transportation Services Advisory Function As part of the 2012 Orange County Bus and Rail Investment Plan (OCBRIP) development and implementation, there were many outreach meetings and interdepartmental meetings, supplemented by OUTBoard meetings, which were used to meet the requirements of the NCDOT. However, there was a need for ongoing interaction with human service agencies regarding the provision of public transit and opportunities to access public services. Current Transportation Advisory Services Advisory Function In order to more fully meet requirements for Section 5311 funding, Planning and OCPT staff , the TAB function in Orange County was established as the Transit Advisory Services (TAS) group, to function in conjunction with the County's existing OUTBoard. The transportation services /OPT advisory function are expanded by adding transit topics to OUTBoard agendas on a quarterly basis, formally including OCPT staff on the agenda for the community transportation system to maintain ongoing communications as one means of seeking public 22 involvement, and ongoing administrative oversight. The TAS jointly discusses unmet needs in the OCPT service area, service design and scheduling, billing rates and fares, and to resolve complaints. Meetings are to be held quarterly at a minimum. The TAS group consists of staff from other County Departments (DSS, Aging, Housing, Human Rights & Community Development, Child Support Enforcement, and the Library). 23 North Carolina Department of Transportation ORTH C -7� Z o �- OF TS X145_!, � FY18 Community Transportation Program Application Package Includes the Section 5311- Non - urbanized Area Formula Program, Human Service Transportation Management Program August 29, 2016 N.C. Department of Transportation Public Transportation Division 1 S. Wilmington Street Raleigh, NC 27601 24 OVERVIEW Announcement There will be a separate Consolidated Capital Call for Projects for all capital projects. Background The Federal Transit Administration, on the behalf of the Secretary of Transportation, apportions appropriated 5311 funds annually to the Governor of each state for public transportation projects in non - urbanized areas. Specifically, the Section 5311 program intends to: (1) enhance the access of people in nonurbanized areas to health care, shopping, education, employment, public services and recreation; (2) assist in the maintenance, development, improvement and use of public transportation systems in non - urbanized areas; (3) encourage and facilitate the most efficient use of all transportation funds used to provide passenger transportation in nonurbanized areas through the coordination of programs and services; (4) assist in the development and support of intercity bus transportation; (5) provide for the participation of private transportation providers in non - urbanized transportation; (6) to provide and enhance public transportation to the Tribal Transit Program on Indian reservations /tribal lands and to provide transit services to serve tribal communities; (7) to provide technical assistance to include project planning, program and management development, public transportation coordination activities, and research to promote effective delivery of public transportation in rural areas of the designated Appalachian region, and (8) to enhance and improve access to jobs through employment - related transportation services for welfare recipients and eligible low - income individuals; this includes transportation of residents from urbanized and rural areas to suburban employment opportunities. Public Transportation definition has changed slightly under MAP -21 by including a reference to 'shared ride' transportation. From the FTA Circular C 9040.1G, the definition is: "Public transportation means regular, continuing shared -ride surface transportation services that are open to the general public or open to a segment of the general public defined by age, disability, or low income... Public transportation can be either fixed -route or demand- response service, but excludes intercity passenger rail provided by Amtrak, intercity bus service, charter bus service, school bus service, sightseeing services, courtesy shuttle services provided by individual businesses, and intra- terminal or intro facility shuttle services." The Governor of North Carolina, in accordance with the Urban Mass Transportation Act of 1964, as amended, designated the N.C. Department of Transportation (NCDOT) Public 25 Transportation Division (PTD) as the agency to receive and administer federal and state public transportation funds. The NCDOT (G.S. 136- 44.20) is the recipient of all Section 5311 funds and the Community Transportation Program (CTP) applicant is the sub - recipient. The purpose of Section 5311 assistance is the provision of public transportation services and maximum feasible coordination with other rural transportation services. The Public Transportation Division shall have principal responsibility and authority for the administration of the Section 5311 Program, and shall administer the programs in accordance with the guidance published by the Federal Transit Administration Circular 9040.1G and in accordance with existing Federal and State regulations pertaining to the administration of Federal grants by the North Carolina Department of Transportation. Transportation systems can use Section 5311 funds for public transportation projects in non - urbanized areas. Because most rural trips end in urbanized areas, Section 5311 funds can be used for portions of trips in urbanized areas, however, the primary beneficiary of the transportation must be rural areas. A rural transit provider may design its Section 5311 funded services to maximize use by members of the general public who are transportation disadvantaged. Transportation disadvantaged people include elderly people and people with disabilities. NCDOT incorporates the Federal Section 5311and the State Human Service Transportation Management Program into a single CTP funding application. For FY2018 there will be a separate Consolidated Capital Call for Projects for all capital projects. Timetable Application Process for FY18 UA I CS I A,1Vt V tN l August 29, 2016 ■ Grant Application Package Distributed Sept. 2 - Sept. 7, 2016 ■ Partner Connect outage /unavailable November 4, 2016 ■ Grant Application Due to NCDOT (including Project Funding Request Form) November 11, 2016 Nov. 2016 - Jan. 2017 Partner Connect will close and no applications will be accepted after this date ■ Grant Application Review Process Feb. - March 2017 ■ PTD makes funding recommendation to NCDOT BOT April - June 2017 ■ FTA grant review and award for federal funding July 1, 2017 ■ Effective date of one year grant agreement 26 MAP -21 & FAST Act OVERVIEW On July 6, 2012 President Obama signed into law a new two -year transportation authorization, entitled Moving Ahead for Progress in the 21st Century (MAP -21). MAP -21 furthers several important goals, including safety, state of good repair, performance, and program efficiency. MAP -21 gives FTA significant new authority to strengthen the safety of public transportation systems throughout the United States. The act also puts new emphasis on restoring and replacing our aging public transportation infrastructure by establishing a new needs -based formula program and new asset management requirements. In addition, it establishes performance -based planning requirements that align Federal funding with key goals and tracks progress towards these goals. Finally, MAP -21 improves the efficiency of administering grant programs by consolidating several programs and streamlining the major capital investment grant program known as "New Starts." These, and other important changes, are summarized in this document. While this summary focuses on the transit title (Division B, including amendments to chapter 53 of title 49, United States Code), several provisions that reside in the highway title (Division A, including amendments to title 23, United States Code) also affect transit. These provisions include performance measures in transportation planning, the Transportation Infrastructure Finance and Innovation Act (TIFIA), the Surface Transportation Program (STP), the Congestion Management and Air Quality program (CMAQ), and acceleration of project delivery through streamlining environmental reviews. A summary of these provisions can be found at httl2://www.ffiwa.dot.gov/mal221/summaryinfo.cfm. On December 4, 2015, President Obama signed the Fixing America's Surface Transportation (FAST) Act, reauthorizing surface transportation programs through Fiscal Year 2020. 27 ELIGIBILITY Designated Applicant North Carolina's coordinated approach to service delivery currently allows a single application within each designated service area. Section 5311 funding is only provided to a single sub recipient within each geographical area (county or counties served by a regional transit system). Originally, the transit system's service area for rural operations was established by the governing body in the initial Transportation Development Plan (TDP) for the service area and approved by the NCDOT. PTD will implement the adoption of a Governing Board resolution that designates the single designated 5311 applicant on a 5 year cycle. This cycle is 2018, 2023, 2028 and so forth. Transportation Advisory Board Each applicant is REQUIRED to have a Transportation Advisory Board (TAB). A TAB is made up of stakeholders from the service area that care about the services provided by the transit system. The make -up of the TAB is representative of the various target audiences in the service area and includes one or more actual passengers of the transit system. An "ACTIVELY ENGAGED" Transportation Advisory Board is expected to discuss unmet needs in the service area, service design and scheduling, billing rates and fares, and to resolve complaints. They also monitor compliance with federal regulations and the status of any deficiencies noted in any official federal, state or local review or report. The Transportation Advisory Board is a locally formed advisory group based on the following guidelines and requirements: TRANSPORTATION ADVISORY BOARD (TAB) COMPOSITION CATEGORIES PUBLIC HUMAN SERVICE AGENCY TRANSPORTATIO N PROVIDERS PUBLIC AND BUSINESS SECTORS GOVERNMENT AND GOVERNMENTAL AFFILIATES TRANSIT USER Suggested number of representatives 3 -5 1 -2 4 -5 3 -5 1-3 per category ■ Senior Services ■ Private ■ Chamber of ■ MPO Passenger(s) that NOTE: TAB ■ DSS transportation Commerce ■ RPO currently utilize members should ■ Vocational providers ■ Major ■ Economic the transit system be individuals Rehabilitation ■ Intercity bus employers Development that know about . Head Start providers ■ DBE's ■ Employment the transit needs ■ Shelter ■ Ambulance ■ Hospital/Dialy Security of the general Workshop Service sis Ctr. Staff Commission public including ■ Health Dept. ■ Regional ■ Non - profit ■ Job Link and /or the elderly, Veterans Admin Authority organizations Career Centers minorities, Smart Start ■ Urban System ■ Employment ■ Elected Officials disabled, or Mental Health ■ Faith based Transit Users ■ County low income e populations Housing services ■ General Public Government staff Authority ■ Volunteers Transit Users ■ Community living in the Human Service ■ Public Citizens College service area. Transit Users • The Transportation Advisory Board must include representatives from the elderly, minority, LEP, disabled and /or low income populations in the service area or include individuals that represent these consumer groups that will challenge the transit system to be more sensitive to their needs or to discuss unmet needs of their consumer group. Census data should be consulted to determine which groups should be represented and the size of the representation needed. • If the applicant serves as an "umbrella" agency for programs in addition to transportation services, then the Executive or Governing Board may not serve as the Transportation Advisory Board. There may be overlapping of members from the Executive or Governing Board, but there must be a separate Transportation Advisory Board that meets the requirements. • If the applicant is a transportation authority or a non - profit organization that qnly provides transportation, the Executive or Governing Board may serve as the Transportation Advisory Board. In this case, the composition of the Executive or Governing Board will have to meet the 5311 Program requirements to serve as the TAB or consider creating a separate TAB that does meet the requirements. • PTD expects, at a minimum, quarterly TAB meetings for the community transportation system to maintain ongoing communications as one means of seeking public involvement, and ongoing administrative oversight. TAB meetings must be open to the public and the public must be notified of the scheduled meetings through such means as posting notices on agency Web sites; local news media; flyers; etc. Additionally, meeting minutes must be published and distributed to PTD regional mobility development specialists, with original file copies maintained by the transportation system for a minimum of five (5) years. • All TAB or Governing Board members must sign a Conflict of Interest form and the signed form(s) must be attached as an annlication document. Regulatory Compliance All projects must annually meet all Federal /State requirements prior to July 1, the beginning of the project period and State fiscal year, to be eligible for reimbursement of Federal funds for the entire project period. Applicants that do not meet federal and state requirements are not eligible to receive reimbursement for expenses incurred prior to the effective date of compliance. NCDOT will not award any financial assistance until the applicant provides assurance of compliance and it has been determined that federal and state requirements are met. In addition to Federal compliance requirements, PTD requires all transit systems to: 1) submit a 5 -year budget with account codes mapped to PTD G- codes; 2) use automated scheduling software; 3) maintain 80% or greater compliance in AssetWorks; 4) submit required reports such as Charter, OpStats, ROAP, etc ... by the designated due date; 5) submit a Fully Allocated Cost Model; 6) submit invoices on a monthly or quarterly basis; 7) participate in 2 official site visits per fiscal year with Mobility Development Specialist. 29 ALL the documents below must be completed and returned as part of the CTP application. Documents will be uploaded as "Miscellaneous" documents to the Drop Box in Partner Connect. Where applicable, documents that apply to multiple budgets i.e., Authorizing Resolution, Title VI Report, etc ... only have to be uploaded one time. Q Some documents must be signed by the AUTHORIZED OFFICIAL as indicated Q Some documents must AFFIX A SEAL as indicated on the form Q Instructions are included with the form 30 DOCUMENTS COMMENTS Authorizing Resolution Each applicant will accurately complete and submit with its grant application a Governing Board Approved Community Transportation Program Or Human Service Transportation authorizing resolution, whichever is applicable. The Community 1 Transportation Program Resolution is for Federal and State funded projects that provide general public transportation, while the Human Service Transportation Resolution is for State funded projects that provide only human service transportation. Certifications and In accordance with 49 U.S.C. 5323(n), Certifications and Assurances, Attorney's Assurances have been compiled for the North Carolina Affirmation, Lobbying Community Transportation Program. NCDOT requires sub - 2 Certification, recipients to certify to all applicable categories. Equivalent Service Certification, and Certifications and Assurances documents are received from the 5333(b) Labor Warranty FTA. All State and Federal certification documents will be distributed as a package upon receipt of federal documents. Title VI Certification All Recipients of FTA and State funds must comply with Title VI of the 1964 Civil Rights Act, Section 601. Title VI states that "No person in the United States shall, on the ground of race, color or national origin, be excluded from participation in, be denied the benefits of, or be subjected to discrimination under any program or 3 activity receiving Federal financial assistance." ■ Additional federal information may be found in FTA Circular 4702.1B "Title VI Requirements and Guidelines for Federal Transit Administration Recipients," dated October 1, 2012 at: http: / /www.fta.dot.gov /documents /FTA�Title VI =FINAL.pdf Disadvantaged Business All recipients and sub - recipients of grant funds from the FTA Enterprise (DBE) and /or the State of North Carolina must participate in the DBE 4 Certification Program /Minority Business Enterprises (MBE) Program. DBE Program information may be found at https: / /apps.dot.state.nc.us /vendor /directory[. 5 DBE /MBE /WBE /HUB Expected DBE /MBE/WBE/ and HUB to be used in FY2018. Anticipated Vendor 30 Awards 31 Public Hearing Notice As part of the CTP application, a public hearing must be held in front of the applicant's governing body. The public hearing may cover multiple grant requests to include 5311, Appalachian Program, 5310 Enhanced Mobility for Seniors and Individuals with Disabilities, and ROAR The applicant must publish one public notice in a newspaper(s) having general circulation in the project's proposed service area. It is recommended that the Public Hearing Notice provide a minimum of seven (7) calendar days notice and a 6 maximum of fourteen (14) calendar days notice between the time that the Public Hearing Notice is published in the newspaper and the actual public hearing date. In accordance with the DOT LEP Guidance, 70 FR 74087, (December 14, 2005), a public notice will also be published in Spanish in counties that have 1,000 or 5% of their population that speaks Spanish at home, but speaks English less than well. Applicants in the counties listed in Appendix A MUST publish a public hearing notice in English and Spanish. PTD is not including a Spanish version of the public notice in the application package. Applicants should have the public notice translated locally to ensure the accuracy of the translation. Public Hearing / Public The applicant must hold a public hearing on the proposed Hearing Record / Public project(s) to allow members of the community the opportunity to Hearing Minutes comment on transportation needs and the grant application. Each grant request (i.e., 5311, Appalachian, 5310, or ROAP) must be addressed individually with the hearing formally opened and closed, and reflected in the minutes. During the hearing the public should explicitly be asked if they wish to comment on the proposed funding. The public hearing will be held before the governing board. 7 County Commissioners - county applicants ■ Board of Directors - non - profit applicants ■ Authority Board of Directors or Executive Board - public transportation authorities ■ City/Town Council - municipalities The Clerk /Secretary to the Board must complete, sign and certify the Public Hearing Record form. Either indicate that NO public comments were made or public comments were made and enter the estimated date for board approval of meeting minutes. A copy of the board approved minutes must be submitted if comments were made at the Public Hearing. 32 33 Public Hearing Outreach efforts beyond holding a public hearing must be Outreach conducted to inform the public including minorities, women, elderly, disabled, Limited English Proficiency (LEP), low income individuals, and persons who are not human service agency clients, about the availability of CTP funds and to discuss transportation service needs. These efforts should include, but are not limited to surveys, presentations to groups, committees, fliers and /or posters. The intent is to remove barriers and conditions that prevent these 8 groups from receiving access, participation and benefits of the CTP funded services. Services and benefits must be distributed in a non- discriminatory manner. Title VI of the Civil Rights Act of 1964 applies. This form should include a DETAILED DESCRIPTION of public hearing outreach efforts by the applicant to inform the public (INCLUDING MINORITY, WOMEN, ELDERLY, DISABLED, LIMITED ENGLISH PROFICIENCY (LEP), AND LOW INCOME INDIVIDUALS) about the public hearing to comment on the Community Transportation Grant application. Local Share The Legal Applicant must certify to the North Carolina Department Certification for of Transportation that the required local funds for the FY2018 9 Funding Community Transportation Program will be available as of July 1, 2017 for FY2018, which has a period of performance of July 1, 2017 — June 30, 2018. 10 Surface Transportation List of all private transportation providers. Providers Transportation Each applicant is REQUIRED to have a Transportation Advisory Board Advisory Board (TAB). A TAB is made up of stakeholders Composition from the service area that care about the services provided by the transit system. The make -up of the TAB is representative of the various target audiences in the service area and includes one or more actual passengers of the transit system. 11 An "ACTIVELY ENGAGED" Transportation Advisory Board is expected to discuss unmet needs in the service area, service design and scheduling, billing rates and fares, and to resolve complaints. They also monitor compliance with federal regulations and the status of any deficiencies noted in any official federal, state or local review or report. 33 Procurement and Third Party Contracting Procurement and third party contracting activities are primarily the responsibility of the subrecipient. Subrecipients should follow established local procedures and applicable state or federal standards in accordance with the North Carolina Consolidated Procurement Code (as amended). The procurement and contract standards set forth under N.C. G. S. 143 Article 8 and FTA Circular 4220.1F shall apply to the procurement of all goods and services the sub - recipient will purchase under the project contract. For more information on procurement and third party contracting refer to item "P ", Procurement and Third Party Contracting, and item "Q ", Circular 4220.117, Third Party Contracting Guidance. Application Process The FY2018 CTP grant application must be transmitted through the online NCDOT Grants Module no later than 11:59 pm EST, Friday, November 4, 2016. Partner Connect will close on 34 Equal Employment Threshold Requirements: Any applicant, recipient, or sub - recipient Opportunity (EEO) is required to comply with program requirements in Chapter III if it meets the following thresholds: a. Employees 50 or more transit - related employees *; and b. Requests or receives capital or operating assistance under 12 Sections 3, 4(i), or 9 of the FTA; assistance under 23 U.S.C. 142(a)(2) or 23 U.S.C. 103(e)(4), or any combination thereof, in excess of $1 million in the previous Federal fiscal year; or c. Request and receives planning assistance under Sections 8 and /or 9 in excess of $250,000 in the previous Federal fiscal year. Project Funding Attention: The Project Funding Request Form (Page 1) must be Request Form completed by all systems for each budget requested and placed in 13 the grant application. In FY2018 no projects have been approved for funding in the Strategic Transportation Investment (STI) process. This includes Expansion Vehicles, Facilities, and Fixed Guideway. 14 Conflict of Interest All TAB and /or Governing Board members must sign a Conflict of Form(s) Interest form. Signed forms must be scanned and uploaded. 5311 Designee Certification resolving there will be one operator and applicant for 15 Certification Form the coordinated community transportation system for FY2018 — FY2022 Procurement and Third Party Contracting Procurement and third party contracting activities are primarily the responsibility of the subrecipient. Subrecipients should follow established local procedures and applicable state or federal standards in accordance with the North Carolina Consolidated Procurement Code (as amended). The procurement and contract standards set forth under N.C. G. S. 143 Article 8 and FTA Circular 4220.1F shall apply to the procurement of all goods and services the sub - recipient will purchase under the project contract. For more information on procurement and third party contracting refer to item "P ", Procurement and Third Party Contracting, and item "Q ", Circular 4220.117, Third Party Contracting Guidance. Application Process The FY2018 CTP grant application must be transmitted through the online NCDOT Grants Module no later than 11:59 pm EST, Friday, November 4, 2016. Partner Connect will close on 34 Friday November 11, 2016 and no applications will be accepted after this date. An incomplete application will not be reviewed. The documents identified in the Application Submission Checklist must be submitted as attachments in the Drop Box within Partner Connect. Note that documents with original signatures must be scanned for electronic submittal (ensure that seal is visible for documents with seals) and some forms /other documents must be saved and attached in their original form (Microsoft Word /Excel), as indicated in the Application Submission Checklist. All documents are to be uploaded as "Miscellaneous" in the Drop Box and must use the following naming convention: SystemName.FY.DocumentName; i.e. " CarolinaCounty .FY2018.TitleVIReport ". Mobility Development Specialists will review uploaded documents and attach them to the appropriate budget forms as necessary. Refer to item "R" in the application package for Drop Box document uploading instructions. 35 FUNDING AND MONITORING The PTD supports community transportation systems in fulfilling the transportation needs of each community by providing ADMINISTRATIVE, CAPITAL, AND OPERATING funding assistance programs. The division has sought increased state funding in these key areas to assist in meeting the goals and policy objectives of the Community Transportation Program. Community transportation systems will be eligible to receive these funding assistance programs if the policy requirements of the Community Transportation Program are met. Community Transportation Systems in Urbanized Area Counties — For the FY2018 Call for Projects, a funding allocation formula will be used. The funding formula for Fiscal Year 2018 provides 1) a base level of $30,000 for each county in the 5311 - funded transit system's service area, 2) 10% of the formula is for performance and 3) the remaining funds are based on the amount of funds that were generated by each transit system. The remaining funds are distributed based on the FTA Apportionment formula which is how FTA determines the apportionment to each state. If the formula amount apportioned to a transit system was below FY 2017 totals, state or other federal funds were added to equal no more than a 10% reduction. This 10% reduction will continue each year until the funding matches the earned amounts. Ten percent (10 %) of the funding will be based on performance as well. If you were above the apportioned amount, you will receive a slight increase. This funding formula will allow for future incorporation of performance criteria. Funding Requests - All community transportation systems are required to utilize the Uniform Public Transportation Accounting System (UPTAS) for budgeting and reporting. The governing board determines how to allocate the maximum amount of funds for which they are eligible, to meet the transportation needs of the service area for the fiscal year. The administrative funding (with the exception of G481 central services [indirect cost], G452 vehicle insurance, G371 marketing, G372 promotional items, and G395 Training [employee development]), allocated to the system can be budgeted at the discretion of the system, utilizing eligible UPTAS cost categories (Object Codes). Indirect Cost Plans - Under Federal and State funded grant programs, recipients may incur costs of both a direct and indirect nature. Sub - recipients who seek federal or state funding for 36 Not to exceed Budget Category Local Share Federal 80% 80% State' 5% 10% 15% 10% ADMINISTRATION CAPITAL • Other Vehicles / Capital 80% 10% 10% • Technology 80% 10 %0 10% • Facilities 80% 10 % 10% OPERATING (net) 50% 0% 50% or more ' State funding is subject to State appropriations and availability of funds Community Transportation Systems in Urbanized Area Counties — For the FY2018 Call for Projects, a funding allocation formula will be used. The funding formula for Fiscal Year 2018 provides 1) a base level of $30,000 for each county in the 5311 - funded transit system's service area, 2) 10% of the formula is for performance and 3) the remaining funds are based on the amount of funds that were generated by each transit system. The remaining funds are distributed based on the FTA Apportionment formula which is how FTA determines the apportionment to each state. If the formula amount apportioned to a transit system was below FY 2017 totals, state or other federal funds were added to equal no more than a 10% reduction. This 10% reduction will continue each year until the funding matches the earned amounts. Ten percent (10 %) of the funding will be based on performance as well. If you were above the apportioned amount, you will receive a slight increase. This funding formula will allow for future incorporation of performance criteria. Funding Requests - All community transportation systems are required to utilize the Uniform Public Transportation Accounting System (UPTAS) for budgeting and reporting. The governing board determines how to allocate the maximum amount of funds for which they are eligible, to meet the transportation needs of the service area for the fiscal year. The administrative funding (with the exception of G481 central services [indirect cost], G452 vehicle insurance, G371 marketing, G372 promotional items, and G395 Training [employee development]), allocated to the system can be budgeted at the discretion of the system, utilizing eligible UPTAS cost categories (Object Codes). Indirect Cost Plans - Under Federal and State funded grant programs, recipients may incur costs of both a direct and indirect nature. Sub - recipients who seek federal or state funding for 36 indirect costs must have an approved indirect cost plan (cost allocation plan) and an approved indirect cost rate. A cost allocation plan is required if a grantee desires to charge indirect program - related costs. The Public Transportation Division requires each sub - recipient requesting central services (indirect costs) in their CTP budget to submit a copy of their most recently audited cost allocation plan and obtain an approved indirect cost rate prior to submitting their grant application. NOTE: Indirect cost is an eligible operating expense for small fixed route, regional transportation systems, and urban -rural consolidated transportation systems. Grantees must have an approved cost allocation plan and indirect cost rate prior to submitting their grant application. Program Auditing -The Public Transportation Division is responsible for providing program monitoring and oversight to ensure that Federal /State funds are used for the intended purpose. This is accomplished through various onsite program monitoring and evaluation tools including but not limited to: Maintenance Reviews, Site Visits, Compliance Reviews, Drug and Alcohol Reviews and attendance at TAB meetings. In addition, the Community Transportation Program is subject to the OMB A -133 single audit requirement. The department's Office of Inspector General periodically conducts site visits to audit expenditures of the local Community Transportation Grant program sub - recipient. Safety & Security Compliance Reviews — A Safety & Security Plan is required from the systems and must be annually certified by the Accountable Executive via a formal process. PTD performs a Safety & Security Compliance Review every three (3) years and the plan will be revisited on a triennial basis. If the system makes any updates to their plan, Board approval is required. A Safety Officer and an Accountable Executive must be identified in the Safety & Security Plan. 37 FUNDING ASSISTANCE Administrative Budgets Applicants are expected to carefully consider administrative budget request submissions. A careful review of actual line item expenditures over the past 2 -3 years should play an integral role in determining current budget request. For the FY2018 Call for Projects, an interim funding allocation formula will be used. The interim funding formula provides 1) a base level of $30,000 for each county in the 5311 - funded transit system's service area, and 2) allocates the remaining funds based on the amount of funds that were generated by each transit system. The remaining funds are distributed based on the FTA Apportionment formula which is how FTA determines the apportionment to each state. If the amount apportioned to a transit system was below FY 2017 totals, state or other federal funds were added to bring the allocation to back to that level. If you were above the amount, you will receive a slight increase. Funding allocations will be provided to each transit system through their Mobility Development Specialist. * ** System requests may not go over the federal and state amount allocated. Vehicle insurance is an allowable administrative expense in the CTP application. Only active revenue vehicles are eligible for vehicle insurance cost participation by PTD. The applicant will be required to submit the following documentation that will be used to determine the PTD financial participation level for vehicle insurance: • Certificate of Insurance - verifying liability limits, and the deductible amount, • Auto Schedule — a list of the vehicles insured and the cost associated with insuring each vehicle at the required levels. The PTMS cannot be used as a substitute for the Auto Schedule. The applicant should request this information from their insurance provider. PTD will cap reimbursement to the federal and state share of 85% of the actual annual premium cost, up to a maximum annual premium cost of $2,500 per revenue vehicle. Note: All Transit systems are required to have a minimum amount of insurance, $1.5 Million per vehicle, but transit systems that have 16 passenger vehicles or larger in their fleet must have insurance coverage of $5 Million. Training - Employee Education Expenses (Object Code 395) — These funds are intended to support training and development activities for community transportation systems' employees. Eligible employee training expenses include: registration fees, tuition, books and materials for approved courses; travel, lodging and meals related to approved training activities; fees for purchase or rental of Video or CD -ROM training or fees for participation in Internet or world wide web based training courses (excluding basic Internet service provider fees); and instructor fees and materials cost for approved courses. Employee Development funds may be used to support the travel and registration fees for no more than two drivers for the annual statewide Bus and Van Roadeo. NOTE: Travel expenses for Roadeo volunteers and judges must be paid from another source or the administrative travel line items (object codes 311, 312, and /or 314. Employee Development funds may not be used to defray the cost of salaries for staff attending a training course or conducting a training course for other system employees. IMPORTANT: No costs that are actually or potentially associated with lobbying activities may be paid for using funds approved in the CTP grant in general and in object code 395 in particular. Applicants may not co- mingle approved activities eligible to be funded in this line item with any lobbying activities. The Public Transportation Division will issue minimum training standards for all community transportation systems that receive state financial assistance from the department. Marketing and Promotional Items — Applicants are required to budget Marketing (Object Code 371) and Promotional Items (Object Code 372) at designated levels. According to the 2014 State Management Plan, State Role in Program Administration, "Technical Management Assistance" page 72, "Systems are required to spend 2% of the total of their Section 5311 administrative funding request, minus vehicle insurance, on marketing." Applicants should thoroughly evaluate their marketing needs to determine if more than the 2% minimum should be budgeted. Additionally, funding requests for Object Code 372 cannot exceed 25% of the budgeted amount for Object Code 371. Operating Budgets Applicants must ensure their operating budget requests match the FY18 approved budgets. Section 5311 operating funds can ONLY be used to support rural general public routes (RGP). RGP DEFINITION: Intended to provide transportation services for individuals from the county who do not have a human service agency or organization that will pay for the transportation service. The passenger's origin or destination must be in the rural area. Operating Expenses - Operating expenses are considered those costs directly related to system operations. Eligible items are defined as stated in the UPTAS manual and State Management Plan. Net operating expenses are eligible for assistance. Net operating expenses are those expenses that remain after the provider subtracts operating revenues from eligible operating expenses. Operating revenues must include farebox revenues. Farebox revenues include fares paid by riders who are later reimbursed by a human service agency or other user -side subsidy arrangement. Farebox revenues do not include payments made directly to the transit system by human service agencies to purchase service. However, purchase of transit passes or other fare 39 media for clients would be considered farebox revenue. A voluntary or mandatory fee that a college, university, or similar institution imposes on all its students for free or discounted transit service is not farebox revenue. Farebox revenue must be used to reduce total operating expenses (treated as revenue). Funds received pursuant to a service agreement with a State or local social service agency or a private social service organization may be used as local match. Income from contracts to provide human service transportation may be used either to reduce the net project cost (treated as revenue) or to provide local match for Section 5311 operating assistance. In either case, the cost of providing the contract service is included in the total project cost. The manner in which a subrecipient applies income from human service agencies to a project affects the calculation of net operating expenses and, therefore, the amount of Section 5311 operating assistance the project is eligible to receive. * ** System requests may not go over the federal and state amount allocated. Sources of Local Match. Local match for the remainder of net project costs may be provided from: An undistributed cash surplus, a replacement cash fund or reserve, a service agreement with a State or local social service agency or a private social service organization; or Amounts appropriated or otherwise made available to a department or agency of the Government (other than the [U.S.] Department of Transportation) that are eligible to be expended for transportation. Note: Fare box revenue is not an applicable source of local match. Examples of non - Federal sources that may be used for any or all of the local share include: State or local appropriations; dedicated tax revenues; private donations; and net income generated from advertising and concessions. Subrecipients may use funds from other non -DOT Federal agencies (e.g., employment training, aging, community services, vocational rehabilitation services, and TANF) for the entire local match if the other agency makes the funds available to the recipient for the purposes of the project. Any non -DOT Federal funds used as local match must be used for activities included in total net project costs of this grant. Net Operating Expenses = Total Eligible Operating Expenses - Fare Revenues Cost Participation: The Federal share for net - operating expenses may not exceed 50 %. ONLY the systems listed below are eligible for STATE OPERATING Funds and must apply for a development grant W Small Fixed Route Urban/Rural Regional Systems Systems Consolidated Systems NOTE: Increases in operating NOTE: Section 5311 operating funds are NOTE: Section 5311 operating funds assistance are provided also provided to the regional will be available to the systems listed consistent with percentage transportation systems listed below to below to support GENERAL PUBLIC increases in the State's support rural general public routes as ROUTES in the non - urbanized area. Governor's Apportionment defined above. Consolidated urban/rural through the Section 5307 transportation systems will use a cost Program and /or at the allocation based on urban /rural miles discretion of PTD. and hours from FY 2013 Operating Statistics to allocate any joint urban /rural expenses and determine the rural share eligible for Section 5311funding. WILSON TRANSIT ICPTA GATEWAY City of Wilson Albemarle Regional Health Goldsboro -Wayne Services Transportation Authority CPTA APPLE COUNTRY TRANSIT Choanoke Public Western Carolina Transportation Authority Community Action, Inc. Appa1CART KARTS TAR RIVER TRANSIT Town of Boone and Kerr Area Transportation City of Rocky Mount Watauga County Authority (op erates in a region) RCATS GREENWAY PUBLIC Randolph County Senior TRANSPORTATION Adults Association, Inc. Western Piedmont Regional Transit Authority (operates in a region) YVEDDI Yadkin Valley Economic Development District. Inc. CARTS Craven County Facility Safety and Security Improvement Budgets - Applicants will be eligible to request facility SAFETY AND SECURITY IMPROVEMENT assistance to address safety and compliance with federal and state regulations. Facility improvement /repairs funding is available only for a facility owned by the applicant and occupied by the transit system. NOTE: DOCUMENTATION TO INCLUDE WITH APPLICATION • A copy of the deed of ownership must be provided to the Public Transportation Division (PTD) with the safety and /or security renovation budget request. • An estimate is required if funding is applied for in the application. 41 Appendix A Public Hearing Notice Safe Harbor Requirement County population includes at least 1,000 persons who speak Spanish at home and English "less than well" Alamance County, North Carolina Alleghany County, North Carolina Bladen County, North Carolina Brunswick County, North Carolina Buncombe County, North Carolina Burke County, North Carolina Cabarrus County, North Carolina Catawba County, North Carolina Chatham County, North Carolina Cleveland County, North Carolina Columbus County, North Carolina Craven County, North Carolina Cumberland County, North Carolina Davidson County, North Carolina Davie County, North Carolina Duplin County, North Carolina Durham County, North Carolina Forsyth County, North Carolina Franklin County, North Carolina Gaston County, North Carolina Granville County, North Carolina Greene County, North Carolina Guilford County, North Carolina Harnett County, North Carolina Henderson County, North Carolina Hoke County, North Carolina Iredell County, North Carolina Johnston County, North Carolina Lee County, North Carolina Lenoir County, North Carolina Lincoln County, North Carolina Mecklenburg County, North Carolina Montgomery County, North Carolina Moore County, North Carolina Nash County, North Carolina New Hanover County, North Carolina Onslow County, North Carolina Orange County, North Carolina Pender County, North Carolina Pitt County, North Carolina Randolph County, North Carolina Robeson County, North Carolina Rockingham County, North Carolina Rowan County, North Carolina Sampson County, North Carolina Stanly County, North Carolina Surry County, North Carolina Union County, North Carolina Vance County, North Carolina Wake County, North Carolina Wayne County, North Carolina Wilkes County, North Carolina Wilson County, North Carolina Yadkin County, North Carolina 42 Appendix B REGIONAL MOBILITY DEVELOPMENT SPECIALISTS ASSIGNMENTS CAROLYN FREITAG JENNIFER BAPTISTE CRYSTAL ODUM RYAN MAYERS 919 - 707 -4677 919 - 707 -4679 919 - 707 -4682 919 - 707 -4694 cmfreitag(a)ncdot.gov jcbaptiste(a)ncdot.gov clodum(a)ncdot.aov ramayers(a)ncdot.gov DISTRICT 8 DISTRICT 7 DISTRICT 6 DISTRICT 5 BERTIE(CPTA) BEAUFORT BLADEN CHATHAM CAMDEN (ARHS) CARTERET BRUNSWICK DURHAM CHOWAN (ARHS) CRAVEN (CARTS) COLUMBUS FRANKLIN (KARTS) CURRITUCK (ARHS) DUPLIN CUMBERLAND GRANVILLE (KARTS) DARE GREENE HARNETT LEE EDGECOMBE(TRT) JONES(CARTS) HOKE MOORE GATES LENOIR JOHNSTON ORANGE HALIFAX (CPTA) NEW HANOVER PENDER PERSON HERTFORD (CPTA) ONSLOW RICHMOND VANCE (KARTS) HYDE PAMLICO (CARTS) ROBESON (SEATS) WAKE MARTIN PITT SAMPSON WARREN (KARTS) NASH (TRT) WAYNE SCOTLAND NORTHAMPTON (CPTA) WILSON PASQUOTANK(ARHS) PERQUIMANS (ARHS) TYRRELL WASHINGTON Phillip Vereen (interim) CASSANDRE Phillip Vereen (interim) Phillip Vereen (interim) 919 - 707 -4690 HAYNESWORTH 919 - 707 -4690 919 - 707 -4690 plvereen(a)ncdot.gov 919 - 707 -4688 plvereen(a)ncdot.gov plvereen(a)ncdot.gov DISTRICT 4 chaynesworthAncdot.gov DISTRICT 2 DISTRICT 1 DISTRICT 3 ANSON ALAMANCE ALEXANDER (WPRTA) BUNCOMBE CABARRUS CASWELL ALLEGHANY CHEROKEE CLEVELAND DAVIDSON ASHE CLAY GASTON DAVIE (YVEDDI) AVERY EASTERN BAND OF IREDELL FORSYTH BURKE (WPRTA) CHEROKEE INDIANS (EBCI) LINCOLN GUILFORD CALDWELL (WPRTA) GRAHAM MECKLENBURG MONTGOMERY (RCATS) CATAWBA (WPRTA) HAYWOOD (MT PROJECTS) ROWAN RANDOLPH (RCATS) MADISON HENDERSON (WCCA) STANLY ROCKINGHAM MCDOWELL JACKSON UNION STOKES (YVEDDI) MITCHELL MACON SURRY (YVEDDI) WATAUGA POLK YADKIN ( VYEDDI) WILKES (WTA) RUTHERFORD YANCEY SWAIN TRANSYLVANIA ARHS - ALBEMARLE REGIONAL HEALTH SERVICES dba ICPTA — INTER - COUNTY PUBLIC TRANSPORTATION AUTHORITY CARTS — CRAVEN AREA RURAL TRANSIT SYSTEM CATS — CHARLOTTE AREA TRANSIT SYSTEM CFPTA — CAPE FEAR PUBLIC TRANSPORTATION AUTHORITY (WAVE TRANSIT) CPTA — CHOANOKE PUBLIC TRANSPORTATION AUTHORITY EBCI — EASTERN BAND OF CHEROKEE INDIANS FAST — FAYETTEVILLE AREA SYSTEM OF TRANSIT GATEWAY or GWTA — GOLDSBORO -WAYNE TRANSIT AUTHORITY KARTS - KERR AREA REGIONAL TRANSPORTATION SYSTEM PART — PIEDMONT AUTHORITY FOR REGIONAL TRANSPORTATION RCATS — REGIONAL COORDINATED AREA TRANSPORTATION SYSTEM ( RANDOLPH) SEATS — SOUTH EAST AREA TRANSIT SYSTEM ( ROBESON) TRT — TAR RIVER TRANSIT WCCA —WESTERN CAROLINA COMMUNITY ACTION WPRTA— WESTERN PIEDMONT REGIONAL TRANSIT AUTHORITY WTA — W ILKES TRANSIT AUTHORITY YVEDDI — YADKIN VALLEY ECONOMIC DEVELOPMENT DISTRICT, INC. 43 Attachment 4 OUTBoard's Role in Transportation Planning Processes and Requirements List of Specific Tasks, Events, or Functions Performed Annually by the OUTBoard 1. The State Transportation Improvement Program (STIP) is typically a recurring two -year process: • Recommend list of transportation projects to BOCC for submission to Metropolitan and Rural Planning Organizations (MPO /RPO) • Review and provide recommendations on MPO /RPO local input point process to BOCC • Review North Carolina Department of Transportation ( NCDOT) draft scores and results of MPO /RPO local input point process and provide comments to BOCC • Review draft NCDOT STIP and provide comments to BOCC The OUTBoard assists with the identification and prioritization of NCDOT projects in Orange County for Triangle Area Rural Planning Area (TARPO) and Durham - Chapel Hill- Carrboro and Burlington- Graham Metropolitan Planning Organization (DCHC MPO and BG MPO). 2. Reviews active NCDOT projects in the County, including various paving, construction and Congestion Mitigation and Air Quality (CMAQ) Grant projects. 3. Receives updates and reviews the progress of NCDOT transportation projects within rural Orange County. 4. Receives updates and reviews the progress of Orange County transportation planning efforts. 5. Receives updates and reviews Orange County Public Transportation (OCPT) Operational Statistics for federal and state program transportation grants including the NCDOT Rural Operating Assistance Program (ROAP) Grant, NC Community Transportation Program (CTP) Grant, and the CMAQ Grant. 6. Receives updates on TARPO, BG MPO and DCHC MPO transportation planning activities. 7. Receives updates from the Planning staff on the NCDOT quarterly luncheon topics of discussion. 8. Submits comments and questions for discussion with OCPT staff during Transit /OPT Advisory Services Group meetings. 9. Reviews and discusses current Board vacancies. 10. Other items as assigned by the BOCC. Additional activities the OUTBoard expects to carry out in 2018 1. Continue to review and make recommendations implementation efforts for the Bicycle Safety Task Force Report to the BOCC. 2. Review and comment on amendments to the LIDO and revised Efland-Buckhorn- Mebane Access Management Plan. .. 3. Continue to coordinate with the Orange County Department of Aging Mobility Manager on implementation efforts of the Master Aging Plan Transportation Goals. 4. Review, comment and make recommendations on the NC Hwy 54 feasibility study being in DCHC MPO, TARPO and B -G MPO jurisdictions. 5. Review, comment and make recommendations on the B -G MPO CTP/ MTP. 6. Review, comment and make recommendations on the TARPO CTP: a. Change the CTP designation on NC Hwy 86 from "Expressway Needs Improvement" to "Major Thoroughfare Existing ", b. Add recommendations from NC -54 Corridor Study c. Bike /Ped connection on Old NC -86 between Hillsborough and Carrboro. 7. In 2018 B -G MPO will be coordinating with NCDOT /NCAMPO on projects and programs that support the use of alternative fuels, electric and autonomous /connected vehicles. The OUTBoard may be required to review, comment and make recommendations on these projects. 8. If referred by the BOCC: Implementation efforts related to the Safe Routes to School (SRTS) Action Plan 45 Attachment 5 ORANGE COUNTY BOARD OF COUNTY COMMISSIONERS ADVISORY BOARD POLICY SECTION I: SCOPE A. Purpose 1. To establish a policy and procedures whereby the Orange County Board of Commissioners will make appointments to public advisory boards, committees, commissions, and councils (hereinafter "advisory boards "). B. Authority 1. North Carolina General Statute 153A -76 grants boards of county commissioners the authority to establish advisory boards. 2. The Orange County Board of Commissioners may establish rules and regulations in reference to managing the interest and business of the County. 3. The Orange County Board of Commissioners has the responsibility to appoint residents to serve as members of advisory boards established by the Commissioners. 4. Orange County department directors and staff are responsible for providing support to the advisory boards. C. Policy and Periodic Review 1. This Advisory Board Policy establishes some parameters for: a. Appointments to state - mandated, regional, and /or county - developed advisory boards. b. Removals from such advisory boards. c. Quorum and voting standards. d. A code of general conduct for advisory board members. e. Other aspects of advisory board service the Orange County Board of Commissioners wishes to address. 2. Periodic Review a. Periodic review of this Advisory Board Policy will be conducted every five (5) years by the Orange County Board of Commissioners. b. This Advisory Board Policy may be changed or adjusted as deemed necessary by the Orange County Board of Commissioners regardless of whether it is scheduled for a review. D. Applicability 1. To the extent it does not conflict with the statute or ordinance creating a specific advisory board, where applicable, this Advisory Board Policy applies to the following Orange County advisory boards, policies, commissions, and councils: a. Adult Care Home Community Advisory Committee b. Advisory Board on Aging c. Affordable Housing Advisory Board d. Agricultural Preservation Board e. Animal Services Advisory Board f. Arts Commission Adopted 2-2112; Amended 8- 21 -12; Amended 11 -8 -12; Amended 3 -3 -15 i g. Commission for the Environment h. Economic Development Commission i. Historic Preservation Commission J. Human Relations Commission k. Nursing Home Community Advisory Committee I. Orange County Parks and Recreation Council m. Orange County Planning Board n. Orange Unified Transportation Board o. Visitor's Bureau 2. Except as otherwise provided herein or through a specific advisory board policy this Advisory Board Policy shall control the appointment, reporting, operation and other requirements of the advisory boards listed above except to the extent the same are controlled by a specific statute or ordinance. In those cases, as noted above, where a statute or ordinance controls the requirements of the advisory board and the terms of this Advisory Board Policy conflict with the terms of the statute or ordinance the statute or ordinance shall prevail. SECTION II: DUTIES A. Community Contact 1. Advisory boards, through their membership and subcommittees, shall maintain contact with stakeholder groups. In this manner, the advisory board is kept apprised of current information related to matters under the jurisdiction of Orange County. B. Primary Responsibilities 1. Individual advisory boards shall maintain awareness of their goals and objectives as those goals are related to the Orange County Board of Commissioners' adopted overall goals and objectives for Orange County. 2. All actions or recommendations of the advisory board shall be communicated to the Orange County Board of Commissioners as provided herein. SECTION III: MEMBERSHIP A. Authority 1. North Carolina General Statute 153A -76 grants boards of county commissioners the authority to establish advisory boards and to appoint members to and remove members from those advisory boards. In acting on this authority the Orange County Board of Commissioners hereby establishes certain general conditions to which applicants and members of advisory boards should conform. a. All members of standing, statutory boards must meet the qualifications for the specific statutory requirements for an appointed position. b. All boards members must be eighteen (18) years of age or older unless applying for a youth- designated position. c. All board members shall be residents of Orange County and shall maintain their domicile in Orange County unless they are under eighteen (18) years of age and applying for a youth- designated position. The Clerk shall confirm Adopted 2-2112; Amended 8- 21 -12; Amended 11 -8 -12; Amended 3 -3 -15 47 applicants are residents of Orange County and maintain their domicile in Orange County. i. Domicile is defined as one's permanent established home as distinguished from one's temporary although actual place of residence. d. All board members shall have good reputations for integrity and an interest in community service. e. No nominee to a board shall be currently employed by Orange County government and serve on a board that directly affects their work. f. No nominee may currently be a party to or be the actual legal representative in litigation against Orange County. The Clerk shall confirm nominees are not involved in such litigation. g. Each nominee must be prepared and committed to participate in advisory board work in a manner that enhances relationships between the county and the community. h. Advisory board members shall owe no outstanding taxes at the time of appointment. i. All board members are representatives of the Orange County Board of Commissioners and shall conduct themselves, both in their official actions and personal actions so as to be above reproach in their conduct and shall not bring disrepute to either the County or the Commissioners. J. The Orange County Board of Commissioners may waive any of the conditions within this section, with the exception of statutorily imposed conditions. B. Composition 1. The Orange County Board of Commissioners shall appoint all voting and nonvoting ex officio members to advisory boards. The Orange County Board of Commissioners shall endeavor to appoint members who represent the ethnic, cultural, demographic, and geographic diversity of the community. C. Selection Criteria 1. Appointed members, except for ex officio members, shall be qualified by the Clerk to the Board of County Commissioners. 2. Members shall be appointed from applicants whose properly filed and submitted applications were submitted to the Clerk to the Board of Orange County. D. Appointment 1. All members of advisory boards serve at the pleasure of the Orange County Board of Commissioners. 2. Appointments to advisory boards will be initiated with a public application process from individuals, advisory boards, or community and professional organizations. 3. All appointments to advisory boards will be made by the Orange County Board of Commissioners. a. The Orange County Board of Commissioners may elect to interview applicants to certain advisory boards. b. In the event the Orange County Board of Commissioners conducts such interviews the advisory board to which the applicant seeks appointment Adopted 2-2112; Amended 8- 21 -12; Amended 11 -8 -12; Amended 3 -3 -15 i may identify and suggest interview questions to the Orange County Board of Commissioners. 4. No person appointed to an Orange County advisory board shall serve on that board for more than two consecutive terms of three years each. 5. The Orange County Board of Commissioners may direct the Clerk to the Board of County Commissioners to establish an orientation program for certain advisory or other boards. 6. Extension of a member's term may be approved by the Orange County Board of Commissioners if it is determined that it is in the best interest of Orange County to allow an individual to continue to serve. E. Term 1. Each appointed advisory board member shall hold office until the qualification and appointment of his or her successor or until one year has elapsed since the expiration of the term for which the member was appointed, whichever first occurs. No person shall serve as an appointed member of an advisory board for more than two consecutive terms of three years. 2. In order to establish staggered terms the original voting members of the advisory board shall be appointed as follows: a. One-third for a one year term. b. One -third for a two year term. c. One third for a three year term. d. Thereafter, each newly appointed voting member shall serve for a three yearterm. 3. Advisory board members whose terms are due to expire may request they be appointed to a second term or be asked to accept a second term appointment to the position. 4. Notwithstanding section III(E)(1) above the membership of any advisory board member whom the Orange County Board of Commissioners decline to appoint to a second term shall immediately terminate upon the expiration of their term. 5. Advisory board members may not serve concurrently on more than two (2) Orange County advisory boards. This restriction does not impact an individual's service on boards and commissions that are not Orange County advisory boards or short term task forces or work groups. F. Resignation 1. If a member wishes to resign, the member shall submit the resignation in writing to the Chair of the advisory board on which the member serves and the Clerk to the Board of Orange County Commissioners, noting the effective date of the resignation. 2. The advisory board Chair will forward a copy of the resignation to the Clerk to the Board of Orange County Commissioners. 3. The Orange County Board of Commissioners may recognize the individual's service via a letter or certificate. 4. An announcement of the open seat will be made at the time the resignation becomes effective. G. Vacancies Adopted 2-2112; Amended 8- 21 -12; Amended 11 -8 -12; Amended 3 -3 -15 i • 1. Upon the expiration of the term of service of members or should a vacancy otherwise occur, the Orange County Board of Commissioners shall have the responsibility of selecting and appointing new members to the advisory board. 2. Should any vacancy for which there is a board specific requirement that such vacancy be filled by a nominee of a municipal corporation or a resident of a specific Orange County township remain unfilled for six (6) consecutive months the board specific requirements may be set aside and the Orange County Board of Commissioners may fill the vacancy with any applicant otherwise qualified to serve. H. Removal 1. Members of Orange County's advisory boards serve at the pleasure of the Orange County Board of Commissioners and may be removed for any reason or no reason with or without cause. 2. Members of Orange County's advisory boards are expected to abide by the highest ethical and professional standards. 3. In addition to Section III(H)(1) above, the Orange County Board of Commissioners shall remove any member of an advisory board for neglect of duty, nonparticipation that becomes problematic to the advisory board's functioning and purpose. Neglect of duty and nonparticipation are defined as follows: a. Missing three (3) consecutive meetings; or b. Missing twenty -five percent (25 %) of meetings within any twelve (12) month period. c. For this section III(H)(3) to apply, the missed meetings in question must be unexcused. 4. The advisory board Chair shall notify a member if the member is at risk of being removed pursuant to section III(H)(3). 5. The advisory board Chair shall notify the Clerk to the Board of Orange County Commissioners if a member has violated section III(H)(3). Release from Service 1. When it is deemed necessary by the Orange County Board of Commissioners to release a member from his or her term of appointment on an advisory board, the affected individual shall be notified by the Clerk to the Board of County Commissioners by letter and /or electronic mail. 2. When an advisory board has completed its function, the members shall be informed of the completion of their service and the termination of the advisory board by letter and /or electronic mail. SECTION IV. ROLES AND RESPONSIBILITIES A. Members 1. Members shall attend meetings of the advisory board, serve on subcommittees, and perform other functions as assigned by the advisory board chair with the approval of the advisory board. 2. If a member is unable to attend a meeting the member shall contact the Chair or designated staff as much in advance of the scheduled meeting as possible. Adopted 2-2112; Amended 8- 21 -12; Amended 11 -8 -12; Amended 3 -3 -15 50 3. Ex officio members may be appointed by the Orange County Board of Commissioners for the purpose of meeting subject matter expertise needs. Ex officio members are nonvoting members of the advisory board. 4. Upon review of the above matters, the Orange County advisory board shall address recommendations and concerns, if any, to the Orange County Board of Commissioners in writing. B. Advisory Board 1. The Orange County Board of Commissioners will consider all advisory board recommendations and /or concerns. a. Should any concerns remain unresolved after a response has been received from the advisory board, the Orange County Board of Commissioners may request that the matter be referred to the County Manager. 2. To enhance trust between Orange County Government and the community, Orange County advisory boards shall: b. Assist the staff of Orange County in achieving a greater understanding of the nature and causes of community issues, with an emphasis on improving relations between the department and the residents. c. Recommend methods to encourage and develop the advisory board's ability to accomplish their work. d. Work throughout the community to gain relevant information about advisory board issues and communicate these to the staff of Orange County and the Orange County Board of Commissioners. e. Promote public awareness of contemporary issues Orange County must address to achieve the Orange County Board of Commissioners' goals and priorities. C. Chair, Vice Chair, Secretary 1. Selection i. Election 1. Chair, Vice Chair and Secretary shall be elected by the advisory board unless otherwise specified by the Board of Commissioners. 2. Chair, Vice Chair and Secretary shall be elected to one -year terms. 3. Chair, Vice Chair and Secretary shall serve no more than three consecutive one -year terms. 4. Chair, Vice Chair and Secretary shall assume office on the date of their election. At the first advisory board meeting upon assuming office the advisory board Chair or department staff shall present members with a copy of the advisory board's charge, scope of authority, membership responsibilities, and code of conduct. 2. Responsibilities i. The advisory board Chair: 1. Calls all meetings. 2. Serves as the presiding officer and conducts advisory board meetings. 3. Is the Authorized spokesperson for the advisory board. 4. Assists staff in developing the advisory board meeting agenda. Adopted 2-2112; Amended 8- 21 -12; Amended 11 -8 -12; Amended 3 -3 -15 51 5. Appoints and dissolves subcommittees, and the Chair and members thereof, of the body in consultation and with approval of the advisory board. 6. Sets goals for the advisory board in consultation with the Orange County Board of Commissioners. 7. Carries out advisory board assignments as required by the Orange County Board of Commissioners. 8. Reviews all advisory board minutes and proposed recommendations or assigns another member of the advisory board to do so. 9. May excuse members from attending advisory board meetings up to two (2) times per twelve (12) month period. ii. The advisory board Vice Chair: 1. Serves as the presiding officer and conducts advisory board meetings in the absence of the Chair. 2. Has all the responsibilities of the Chair in the Chair's absence. iii. The advisory board Secretary: 1. Takes (or oversees the taking of) minutes for all advisory board meetings. 2. Submits minutes to the Chair to be distributed to advisory board members in advance of meetings. 3. Submits approved advisory board minutes to the Clerk to the Orange County Board of Commissioners for retention and distribution to the Orange County Board of Commissioners. 4. Assures that other records of the advisory board are kept as directed by the Chair or the Orange County Board of Commissioners. iv. Removal: 1. The Chair, Vice Chair and /or Secretary may be replaced at any time by the Orange County Board of Commissioners. SECTION V. ORGANIZATION A. Orientation and Training 1. Orange County will make available for advisory board members and department staff periodic training on state and /or county goals and priorities as well as relevant statutes and policies, including open meetings, public records, conflicts of interest and ethics. 2. Each member shall attend an orientation to familiarize the advisory board members with the operation of County government, applicable department rules, and the operating procedures of the advisory board. a. The Chair and Vice Chair, if newly elected, shall attend an additional orientation to familiarize themselves with the duties and responsibilities of the Chair and Vice Chair and the guidelines for conducting meetings. 3. Each voting member will be encouraged to complete the orientation within the time frame established by the policy of the specific advisory board to which they have been appointed. Adopted 2-2112; Amended 8- 21 -12; Amended 11 -8 -12; Amended 3 -3 -15 52 4. Advisory board members will be issued a manual and should become familiar with its contents. B. Operating Expenses 1. Members, when in service on the board, are not employees of Orange County. 2. Members serve in a voluntary capacity and shall receive monetary compensation or reimbursement only per standard county policy and with Orange County Board of Commissioners approval. 3. Members shall receive no financial or employee benefits from the County unless authorized by another section of this policy and specifically approved by the Orange County Board of Commissioners. 4. The County will provide office supplies and assume responsibility for other reasonable expenses necessary for the operation of the board. C. Confidentiality 1. The Chair shall serve as the spokesperson for the advisory board. 2. Except for the Chair, no member of the advisory board shall make any written or oral statement of any confidential matter to any individual, business, or agency. A violation of this section will result in that member's immediate removal from the advisory board. 3. Members of the advisory board may receive information regarding personnel matters and other information of a sensitive or confidential nature. It shall be the duty and responsibility of each member to respect and maintain the confidentiality of client issues presented before the board. Neither the advisory board nor any individual member shall disseminate confidential information received during advisory board meetings. 4. Advisory board members may be required to sign confidentiality statements as necessary and will be removed from the advisory board upon violation of the confidentiality agreement. SECTION VI. MEETINGS A. Regular Meetings 1. All meetings are to be open to the public as required by the applicable North Carolina General Statutes. 2. Unless otherwise specified, public meetings will follow the standard rules of procedure defined by the Orange County Board of Commissioners. 3. The advisory board members shall determine the date, time, and place for each meeting, consistent with the guidelines below. a. Regular advisory board and subcommittee meetings. i. The advisory board convenes upon call of the Chair and meets on schedule as established by the specific advisory board policy. ii. Subcommittee meeting dates shall be set by the subcommittee Chairs and shall be scheduled in conjunction with advisory board meetings. Adopted 2-2112; Amended 8- 21 -12; Amended 11 -8 -12; Amended 3 -3 -15 53 iii. A schedule of all meeting dates, times, and places shall be properly posted in accord with North Carolina Law and delivered to the Clerk to the Board. B. Special Meetings 1. A majority of advisory board members or the Chair may call special meetings at any time for any specific business. Special meetings shall be convened at a location selected by the Chair. 2. All called special meetings shall be noticed in accord with North Carolina Law and delivered to the Clerk to the Board. C. Emergency Meetings 1. A majority of advisory board members or the Chair may call a meeting in emergency circumstances by providing telephone notice to media outlets at least one hour prior to the meeting. 2. An emergency situation includes a disaster that severely impairs the public's health or safety. In the event telephone services are not working, notice that the meetings occurred must be given as soon as possible after the meeting in accord with North Carolina Law and by delivery to the Clerk to the Board. D. Notice of Meetings Generally 1. Notice of advisory board meetings, including public hearings and appeals if applicable, and agendas shall be made available to all members and interested parties, and to any person who requests such notice, at least ten (10) days in advance of the meeting by e -mail and by posting on the Orange County government website. 2. All applicable notice requirements established by North Carolina law shall be followed. 3. Prior to January 5th of each calendar year the Board shall cause a schedule of its meetings to be posted in a readily accessible location. Such schedule shall be delivered to the Clerk to the Board of Commissioners for posting to the Orange County website. E. Agendas 1. Board members and /or staff members shall submit agenda items to the Chair and staff for consideration at least fifteen (15) days prior to a scheduled meeting. 2. The agenda must provide a description of each item of business to be transacted or discussed so that interested members of the public will be capable of understanding the nature of each agenda item. 3. As a general rule, only those items appearing on the agenda will be discussed or voted on. However, if an item is raised by a member of the public, the advisory board may accept public comment and discuss the item so long as no action is taken until a subsequent meeting. 4. With the Chair's agreement, the designated staff will develop and distribute to each member an agenda listing the matters to be considered at upcoming advisory board meetings. Also, so far as practicable, copies of all written reports that are to be presented to the advisory board for members' review will be included in this package at least ten (10) days before the meeting. Adopted 2-2112; Amended 8- 21 -12; Amended 11 -8 -12; Amended 3 -3 -15 54 5. All recommendations and reports of the advisory board, approved in the form of motions, shall be conveyed exclusively to the Orange County Board of Commissioners for consideration, approval or denial. Outcomes are reported back to the advisory board. F. Minutes 1. Minutes shall be taken of all advisory board meetings and submitted to the Clerk to the Board of Orange County Commissioners for retention and distribution to the Orange County Board of Commissioners. SECTION VII. SUBCOMMITTEES A. Purpose and Formation 1. Subcommittees may be formed by the advisory board to research and make special recommendations on special issues or areas in order to carry out the duties of the advisory board. 2. All subcommittees shall be reviewed by the appointing body on an annual basis to determine continued need and realignment with the priorities of the advisory board. 3. Approved subcommittees must have documented goals, deliverables, and a timeline. The subcommittee will cease to meet when these are satisfied. 4. The advisory board Chair may request that the Orange County Board of Commissioners change the structure and /or operating procedures of the advisory board if he or she deems it essential for improving the board's productivity and effectiveness. 5. A subcommittee can be formed with the approval of the advisory board chair and majority vote of the advisory board. 6. Subcommittees shall operate as directed by the advisory board. B. Procedure and Membership 1. A member of the subcommittee shall take responsibility for taking minutes of subcommittee meetings and shall report to the advisory board the subcommittee's progress toward its stated objectives, including dissenting viewpoints. 2. Subcommittees shall operate by majority vote. 3. Subcommittees may request a technical representative be approved by the County Manager. 4. Subcommittees shall operate openly as defined by applicable North Carolina State law and local ordinances and policies. 5. Membership on subcommittees shall be voluntary unless the specific advisory board policy dictates otherwise. SECTION VIII. QUORUM AND VOTING A. Quorum 1. A quorum for a meeting of an advisory board and any subcommittee thereof shall consist of a majority of the number of appointed members. Vacant positions are not counted when determining if a quorum is present. Adopted 2-2112; Amended 8- 21 -12; Amended 11 -8 -12; Amended 3 -3 -15 6101 2. Members who teleconference into the meeting may not be counted present for purposes of a quorum. B. Voting 1. Unless otherwise required by law, all decisions shall be reached by a simple majority vote. 2. All voting will be conducted in open meetings, except when in closed session where such closed session is permitted by North Carolina law. 3. No issues can be voted upon unless a quorum is present. 4. Only appointed members can vote at advisory board meetings. 5. Appointed members shall not delegate their vote to another member. 6. The Chair of the advisory board may participate and vote on all issues. 7. Voting by proxy is not authorized and shall not be allowed. 8. Members may not abstain from voting but where a member has a conflict of interest the member may be excused by majority vote of the advisory board. 9. Members of advisory boards must be physically present to vote. 10. Individuals appointed as ex officio members of the advisory board are not authorized to vote on any issue before the advisory board. SECTION IX. ETHICS A. Conflict of Interest 1. During advisory board meetings, a member shall immediately disclose any potential conflict of interest and request to be excused from voting when he or she has a conflict of interest. 2. During appeal proceedings, the applicant has the right to question the interest of any voting member. The advisory board chair should consult with the County Attorney or staff attorney on any potential conflict of interest in appeal matters. 3. In determining from existing facts and circumstances whether a conflict of interest exists the determining party shall consider the facts and circumstances as would an ordinary and reasonable person exercising prudence, discretion, intelligence, and due care. B. Gifts 1. An advisory board member shall not directly or indirectly ask, accept, demand, exact, solicit, seek, assign, receive, or agree to receive any gift or honorarium for the advisory board member, or for another person, in return for being influenced in the discharge of the advisory board member's official responsibilities. 2. This section shall not apply to gifts or awards authorized by Orange County Policies, Resolutions, or Ordinances. C. Code of Ethics 1. Advisory board members should act with integrity and with independence from improper influence as they exercise the functions of their offices. Characteristics and behaviors that are consistent with this standard are: a. Adhering firmly to a code of sound values. b. Behaving consistently and with respect towards everyone with whom they interact. Adopted 2-2112; Amended 8- 21 -12; Amended 11 -8 -12; Amended 3 -3 -15 56 c. Exhibiting trustworthiness. d. Living as if they are on duty as appointed officials regardless of where they are or what they are doing. e. Using their best independent judgment to pursue the common good as they see it, presenting their opinions to all in a reasonable, forthright, consistent manner. f. Remaining incorruptible, self - governing, and not subject to improper influence, while at the same time being able to consider the opinions and ideas of others. g. Disclosing contacts and information about issues that they receive outside of public meetings, and refraining from seeking or receiving information about quasi - judicial matters outside of the quasi - judicial proceedings themselves. h. Treating other advisory boards and advisory board members and the public with respect, and honoring the opinions of others even when they disagree. i. Being careful not to reach conclusions on issues until all sides have been heard. j. Showing respect for their appointed office and not behaving in ways that reflect badly on the office, the advisory board, Orange County, or the Orange County Board of Commissioners. k. Recognizing that they are part of a larger group and acting accordingly. I. Recognizing that individual board members are not generally allowed to act on behalf of the board, but may only do so if the board specifically so authorizes, and that the board must take official action as a body. m. Being faithful in the performance of the duties of their offices. n. Acting as especially responsible residents whom others can trust and respect. o. Faithfully attending and preparing for meetings. p. Carefully analyzing all credible information that is properly submitted to them, and when applicable, being mindful of the need not to engage in communications outside the meeting in quasi - judicial matters. q. Being willing to bear their fair share of the board's workload. r. To the extent appropriate, they should be willing to put the board's interests ahead of their own and shall avoid the appearance of a conflict of interest and shall, under no circumstances, use their position on any board for personal gain or profit. 2. Members of the Planning Board, Board of Adjustment, Economic Development Commission, and Board of Equalization and Review shall upon initial appointment, and prior to December 31 annually thereafter, disclose: a. Any interest he or she or his or her spouse or domestic partner has in real property situated in whole or in part in Orange County and the general description of that property. b. Any legal, equitable, beneficial or contractual interest he or she or his or her spouse or domestic partner has in any business, firm or corporation, which is currently doing business with Orange County pursuant to contracts awarded by Orange County, or which is attempting, or has attempted in the Adopted 2-2112; Amended 8- 21 -12; Amended 11 -8 -12; Amended 3 -3 -15 57 past calendar year, to secure the award of a bid from Orange County or the approval of any Board or Agency of Orange County. c. Failure to file a disclosure statement setting out the above required information shall result in immediate removal of the member from the applicable board. SECTION X. COMPENSATION AND TRAVEL REIMBURSEMENT A. Compensation 1. As a general rule advisory board service is voluntary and appointed members shall receive no form of compensation for their services. 2. However, should the Orange County Board of Commissioners determine, in its sole discretion, that an advisory board's members should be compensated, such compensation shall be addressed in that advisory board's specific policy and rules of procedure as adopted by the Commissioners. B. Travel Expense Reimbursement 1. The Chair shall, to the extent practicable, schedule all hearings and advisory board meetings to minimize travel and per diem costs. 2. Payment of expenses to advisory board members shall occur only when travel has been approved by the County Manager prior to the time the expenses are incurred. 3. Orange County shall reimburse reasonable and necessary travel and incidental business expenses from pre- approved travel to advisory board members 4. Advisory board members shall be reimbursed in accordance with current local and /or state rules and regulations. Expense claims shall be submitted as required pursuant to the Orange County travel policy. 5. Transportation expense claims shall include charges essential for transportation to and from the meeting place. Reimbursement shall be made only for the local government's standard mileage allowance. Travel should be via the shortest, most commonly traveled route. 6. Travel expense does not include hotel /motel expenses. SECTION XI. LIMITATION OF POWER AND AUTHORITY A. Nothing contained in this Advisory Board Policy shall be construed to conflict with any North Carolina law or Orange County ordinance. Should there be an appearance of conflict, the appropriate North Carolina law or Orange County ordinance shall prevail. B. The activities of the advisory board shall, at all times, be conducted in accord with applicable Federal law, North Carolina law, and Orange County ordinances. C. Advisory Boards and any members thereof shall not (and shall not have the express or implied authority to): 1. Incur expense or obligate Orange County in any manner. a. Any expense incurred must have been pre- approved either through the department director overseeing the advisory board's budget, the Orange County Board of Commissioners, or the County Manager. Adopted 2-2112; Amended 8- 21 -12; Amended 11 -8 -12; Amended 3 -3 -15 i b. It is specifically acknowledged that no member of an advisory board has the authority, express or implied, to, contractually or otherwise, bind Orange County. 2. Identify or release any draft document that has not been approved for release by the Orange County Board of Commissioners or County Manager. 3. Take positions, in their capacity as an advisory board member, on any political issue or support or oppose any candidate for public office. 4. Independently investigate resident complaints against Orange County, any department or any employee of a department. 5. Conduct any activity that might constitute or be construed as an official governmental review of departmental or employee actions. 6. Conduct any activity that might constitute or be construed as establishment of Orange County or departmental policy. 7. Violate the confidentiality of any information related to matters involving pending or forthcoming civil or criminal litigation. 8. Engage in any act to impose or attempt to impose discipline on any advisory board member, department, or employee. 9. Interfere, attempt to interfere or involve themselves in any way in staff personnel matters regardless of the nature of the matter. Adopted 2-2112; Amended 8- 21 -12; Amended 11 -8 -12; Amended 3 -3 -15 59 09/06/2016 Attachment 6 Orange Unified Transportation (OUT) BOARD POLICIES AND PROCEDURES SECTION I: SCOPE A. Purpose 1. To establish a policy and procedures whereby the Orange County Board of Commissioners will establish the specific policies and procedures governing the Orange Unified Transportation (OUT) Board. 2. The Orange County Board of Commissioners may appoint an advisory board whose duty is to serve in an advisory capacity in regards to planning and programming transportation infrastructure improvements and other County transportation planning initiatives, as determined by the Board of Commissioners. B. Authority 1. North Carolina General Statute 153A -76 grants boards of county commissioners the authority to establish advisory boards. 2. The Orange County Advisory Board Policy serves as the underlying policy document to which the OUT Board, in addition to this policy and procedure document, is subject. The Orange County Advisory Board Policy is attached hereto as "Exhibit A ". 3. In the event that there is a conflict between the Orange County Advisory Board Policy and this Policies and Procedures document this Policies and Procedures document shall control. C. Charge 1. The OUT Board is charged with advising the Board of County Commissioners on the planning and programming of transportation infrastructure improvements and other County transportation planning initiatives, as directed by the Board. 2. From time to time the OUT Board may be directed to provide input on regulations on which the Planning Board has primary statutory and local ordinance advisory duties. In such instances, the OUT Board shall serve in an advisory capacity to the Planning Board. SECTION II: GOALS AND OBJECTIVES A. Goals The Transportation Element of the 2030 Comprehensive Plan includes the County's goals for transportation planning and provides guidance for the OUT Board, Planning Board, Board of County Commissioners, and staff. B. Objectives The OUT Board shall: 1. Identify and provide prioritization recommendations on the County's roadway, transit, bicycle, and pedestrian needs. We 09/06/2016 2. Assist in development and review of updates to the Transportation Element of the Comprehensive Plan. 3. Provide recommendations to the Board regarding Federal and State legislation affecting transportation in Orange County. 4. Provide recommendations on innovative techniques and methods to improve the efficiency and capacity of existing and future transportation systems. 5. Carry out special projects as assigned by the Board of Commissioners. 6. Serve as an advisory body to the Administrative Staff of the Orange Public Transit (OPT) System. The roles of assistance may include but are not limited to being: a. A forum to discuss relevant issues related to public transportation; b. An advocate in promoting new or expanded transit services; c. Sounding board on program operations, goal setting and monitoring; d. As a guardian of passenger rights for the general public and special targeted populations; and e. When directed by the BOCC, recommends NCDOT grants, contracts, and studies that affect the current or future service levels of public transportation in Orange County. SECTION III: MEMBERSHIP A. Authority 1. North Carolina General Statute 153A -76 grants boards of county commissioners the authority to establish advisory boards and to appoint members to and remove members from those advisory boards. In acting on this authority the Orange County Board of Commissioners hereby establishes certain general conditions to which applicants and members of advisory boards should conform. B. Composition 1. The OUT Board is composed of fourteen (14) voting members. 2. The OUT Board does not have alternate members. 3. Members shall represent demographic, geographic, cultural and professional characteristics, as follows: a. Seven (7) members, one from each township: b. Seven (7) at -large members, with expertise or specific interests in as many of the following areas as possible: • Bicycle transportation • Pedestrian access and safety • Public Transit • Environmental issues • Economic Development 61 09/06/2016 • Planning • Public Health SECTION IV.MEETINGS A. Staffing 1. Orange County staff may serve a support function to the OUT Board upon the approval of the Orange County Manager. B. Agendas 1. Items for agendas shall be approved by the OUT Board Chair and Orange County staff. C. Date, Time, and Location of Regular Meetings 1. Regular meetings of the OUT Board shall be held as needed to address items that require Board action consistent with its Charge and Duties identified herein. Meetings are held on the third Wednesday of the month. The start time and location of the meeting shall be included on the agenda and shall typically be 6:30 p.m. at the Orange County West Campus Office Building located at 131 West Margaret Lane, Hillsborough. The OUT Board Chair, in consultation with staff, shall have the authority to change the start time and location of a regular meeting to meet any special circumstances, provided the information is included on the distributed agenda. SECTION V. ORIENTATION A. Attendance 1. Each member shall attend an orientation presented by the Planning and Inspections department to familiarize the advisory board members with the operation of County government, the Planning and Inspections department rules, and the operating procedures of the advisory board. 2. Each voting member will be encouraged to complete the orientation within six weeks of his or her appointment. SECTION VI. BY -LAWS A. By -Laws 1. Any Bylaws adopted by the OUT Board are void and no further bylaws shall be adopted. Procedure shall be governed solely by this policy document and the General Advisory Board Policy Document. 2. Should the OUT Board determine modifications to policies and procedures are necessary, the OUT Board may petition the Board of County Commissioners for such modifications. M ORANGE COUNTY ORANGE UNIFIED TRANSPORTATION BOARD ACTION AGENDA ITEM ABSTRACT Meeting Date: April 18, 2018 Action Agenda Item No. 5.c. SUBJECT: SPOT 5.0 Score, Input Point Process, and recommendations on County's TARPO aroiects. DEPARTMENT: Planning and Inspections ATTACHMENT(S): 1. NCDOT Scores 2. Orange County Priorities Flow Chart 3. Orange County TARPO Priorities INFORMATION CONTACT: Nishith Trivedi, Transportation Planner, 245 -2582 PURPOSE: Receive an update on SPOT 5.0 activities from Orange County Transportation Planning staff and provide recommendations to the Board of County Commissioners (BOCC) on Orange County Triangle Area Rural Planning Organization ( TARPO) priorities. BACKGROUND: North Carolina Department of Transportation ( NCDOT) released its Strategic Prioritization Office of Transportation (SPOT) 5.0 scores April 3 (Attachment 1). Orange County prioritized local transportation projects on May 5, 2017 (Attachment 2). They are now subject to different Metropolitan and Rural Planning Organizations adopted — and NCDOT approved — local input point processes, as presented February 21, 2018. Orange County Transportation Staff Summary and Recommendations: Triangle Area Rural Planning Organization ( TARPO) • Process: 1,400 points max, 50% NCDOT scores + 50% County ranking • Transportation Planning Staff rankings are recommended in Attachment 3 reflecting County priorities. o Staff recommendations are based on May 5, 2017 BOCC resolution prioritizing projects. • Staff does not recommend any points on NC -54 due to: • Not listed as a County priority as per May 5, 2017 resolution • Not submitted by Orange County staff, OUTBoard, or BOCC to TARPO nor TARBO to NCDOT. • NCDOT is awaiting the completion of NC -54 Corridor Study in order to implement the NC -54 carryover project (SPOT ID: H140374A) currently undergoing pre - scoping process. Orange County Transportation Staff Summary, for information only Burlington- Graham Metropolitan Planning Organization (BG MPO) • Process: 1,300 points max, 100% NCDOT score, top 13 projects get 100 points each • Orange County projects were not submitted to SPOT 5.0 due to BG MPO project ranking and selection processing, which put projects with the highest pre - preliminary scores forward. 63 Durham — Chapel Hill — Carrboro Metropolitan Planning Organization (DCHC MPO) • Process: 1,800 points max, 50% NCDOT score + 50% Quantitative Input Process • DCHC MPO staff is conducting their quantitative based process and will publish the results for a 21 -day public review period May 14 through June 4. In accordance with State regulations and in coordination with NCDOT schedule, MPO /RPO Board approvals of local input point distribution are scheduled for June, after a 21 -day public review period. These results will be presented for comments June 20, 2018. FINANCIAL IMPACT: There is no immediate financial impact associated with this item. RECOMMENDATION(S): Staff recommends that the Orange Unified Transportation Board (OUTBoard): 1. Receive the information; 2. Consider Transportation Planning Staff's recommendations for TARPO priorities; and 3. Provide its recommendation to the BOCC E N v dz Q o` O d O d U d F m O O O a a d U U U m m m ono almommommomold Ii1ii t i..I HEf! O d O d U d F m O O O a a d U U U m m m ono 0 d up a _ K U Fa [O T T T O O O CL d 6 O O 0 co co co 011 al Iil }' .. 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