HomeMy WebLinkAboutAgenda - 09-04-2018 6-b - Authorization for the Chair to Sign a Letter Regarding Measures to Address the State Funding Shortfall in the Durham-Orange Light Rail ProjectORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: September 4, 2018
Action Agenda
Item No. 6 -b
SUBJECT: Authorization for the Chair to Sign a Letter Regarding Measures to Address the
State Funding Shortfall in the Durham- Orancie Light Rail Proiect
DEPARTMENT: County Manager's Office
ATTACHMENT(S):
1 — Draft Letter from BOCC Chair Mark
Dorosin to Jennifer Robinson
(GoTriangle Board Chair) Regarding
Tentative Funding Agreement
2 — August 27, 2018 Approved Letter from
Chair Wendy Jacobs (Durham County)
to Jennifer Robinson (GoTriangle
Board Chair) Regarding Tentative
Funding Agreement
INFORMATION CONTACT:
Travis Myren, 919 - 245 -2308
PURPOSE: To consider authorizing the Chair to sign a letter to the GoTriangle Board of
Trustees affirming Orange County's current funding commitment to the Durham - Orange Light
Rail Project ($149.5 million) and communicating a tentative agreement between Orange County
and Durham County to use Durham County dedicated transit revenues to supplant reduced
State funding.
BACKGROUND: In April 2017, the Board of Orange County Commissioners approved an
Interlocal Agreement for Cost Sharing for the Durham - Orange Light Rail Transit Project. The
parties to this Agreement are Orange County, Durham County, and GoTriangle.
The Cost Sharing Agreement, along with the Orange County Transit Plan, specify the amount of
dedicated local transit revenue' that each County will contribute to the light rail project. Orange
County's contribution is $149.5 million in year of expenditure dollars while Durham County's
contribution is $738.4 million.
The Cost Sharing Agreement also specifies a decision making and dispute resolution process
for changes that may occur in either project revenues or expenditures. In the event of a material
change in revenue, the parties are obligated to meet within fifteen (15) business days to discuss
measures to address the shortfall.
I Dedicated local transit revenue includes revenue produced by the Article 43 '% cent Transit Sales Tax, Article 50 five percent (5 %) vehicle
rental tax, Article 51 three dollar ($3) GoTriangle Regional Vehicle Registration Fee, and the Article 52 seven dollar ($7) County vehicle
registration fee.
P
During the adoption of the State Budget, the North Carolina General Assembly placed several
limitations on the Light Rail Project. One of these limitations was to limit the maximum amount
of State funding to $190 million. The light rail financial model that was included in the Orange
County Transit Plan and the Cost Sharing Agreement assumed a total State contribution of ten
percent (10 %) or $247.6 million. The $190 million limitation created a shortfall of $57.6 million.
Consistent with the terms of the Cost Sharing Agreement, the parties convened an initial
meeting on June 21, 2018 to begin discussing potential solutions to the funding shortfall.
Orange County was represented by BOCC Chair Mark Dorosin and Commissioner Mark
Marcoplos who met throughout the summer with two representatives from Durham County.
Using updated financial modeling, GoTriangle demonstrated that Durham County's dedicated
transit revenues were sufficient to compensate for the $57.6 million revenue shortfall created by
the State. The negotiating team agreed to present this solution to their respective governing
boards prior to September 7, 2018 when GoTriangle is required to submit a project progress
document to the Federal Transit Administration.
The negotiated solution for Durham County to commit additional dedicated transit revenue is
recognized in two letters, one from the Chair of the Durham County Board of Commissioners
and one from the Chair of the Orange County Board of Commissioners. Both of these letters
are attached. The Durham County Board of Commissioners considered and approved its letter
on August 27, 2018.
Both Orange and Durham counties will be asked to formally amend the Cost Sharing Agreement
and each County's Transit Plan to codify the change in funding commitments on a schedule that
supports GoTriangle's application for a September 2019 Full Funding Grant Agreement.
FINANCIAL IMPACT: The negotiated agreement between Orange County, Durham County,
and GoTriangle does not create new financial obligations for Orange County. Orange County's
contribution to the Durham - Orange Light Rail Project would remain at $149.5 million in year of
expenditure dollars.
SOCIAL JUSTICE IMPACT: The following Orange County Social Justice Goals are applicable
to this agenda item: Public Transportation provides access to jobs and services to many
individuals.
• GOAL: FOSTER A COMMUNITY CULTURE THAT REJECTS OPPRESSION AND
INEQUITY
The fair treatment and meaningful involvement of all people regardless of race or color;
religious or philosophical beliefs; sex, gender or sexual orientation; national origin or
ethnic background; age; military service; disability; and familial, residential or economic
status.
• GOAL: ENSURE ECONOMIC SELF - SUFFICIENCY
The creation and preservation of infrastructure, policies, programs and funding necessary
for residents to provide shelter, food, clothing and medical care for themselves and their
dependents.
RECOMMENDATION(S): The Manager recommends the Board consider authorizing the Chair
to sign the attached letter to GoTriangle affirming Orange County's financial commitment and
communicating a solution to the funding shortfall created by the State budget.
Attachment 1
Draft Orange County Letter
Jennifer Robinson,
Chair, GoTriangle Board of Trustees
Dear Jennifer:
3
I am writing in support of a corresponding letter written by Wendy Jacobs, Chair, Durham County Board
of Commissioners to reiterate Orange County's support for the Durham - Orange Light Rail Transit Project
and to convey to you the outcome of recent meetings to satisfy obligations as outlined in the Interlocal
Agreement for Cost - Sharing for the Project.
As you know, recent legislative action by the North Carolina General Assembly placed several limits on the
Light Rail Project. According to the legislation, the Project remains eligible for a maximum of $190 million
provided that all other non - federal funds for the project are committed by April 30, 2019, and that
federal funds are committed no later than November 30, 2019. The Light Rail Project will be allowed to
continue through the state's data - driven transportation funding prioritization process, which has tweice
attributed high scores to the Project. However, the financial plan for the Project states that the State of
North Carolina will contribute $247.6 million. Given the new $190 million maximum, there is now a
shortfall in the financial plan of $57.6 million.
The Cost - Sharing Agreement states that if state funds to be used for the D -O LRT Project are cancelled,
terminated, withdrawn, do not materialize, or otherwise become unavailable for the D -O LRT Project, the
Parties shall meet within fifteen business days to determine how to address the situation. On June 21st,
I met with Wendy Jacobs, Chair of the Durham County Commissioners, Mark Marcoplos, Orange
County Commissioner, and Ellen Reckhow, Durham County Commissioner, to satisfy this obligation, and
we have subsequently met to continue discussion of how we will address the $57.6 million shortfall.
According to the Cost - Sharing Agreement, Orange County has committed $149.5 million YOE to the
Project from Dedicated Local Transit Revenues. Based on updated modeling with still conservative
estimates, Durham County's dedicated transit revenues are robust and sufficient to cover the revenue
shortfall, and both Durham and Orange County are in agreement on the plan to use these additional
funds for this purpose.
The Durham - Orange Light Rail Transit Project connects 3 major universities, 3 major hospitals, and 3 of
the top ten employers in North Carolina, but it does more than that. It will lay the foundation for the next
century of progress in our region and it will play an essential role in North Carolina's continued success.
For these reasons, Orange County continues to support the Project.
Sincerely,
Mark Dorosin, Chair, Board of Orange County Commissioners
C!
w
t
Jennifer Robinson
Chair, GoTriangle Board of Trustees
GoTriangle
PO Box 13787
Research Triangle Park, NC 27709
Dear Jennifer Robinson:
I am writing to reiterate Durham County's support for the Durham - Orange Light Rail Transit Project and
our ongoing commitment to satisfy obligations as outlined in the Interlocal Agreement for Cost - Sharing
for the Project.
As you know, recent legislative action by the North Carolina General Assembly placed several limits on
the Light Rail Project. The Project remains eligible for a maximum of $190 million provided that all other
non - federal funds for the project are committed by April 30, 2019, and that federal funds are committed
no later than November 30, 2019. Given that the original financial plan for the Project contained a
$247.6 million contribution from the State of North Carolina, there is now a shortfall in the financial plan
of $57.6 million.
The Cost - Sharing Agreement states that if state funds to be used for the D -O LRT Project are cancelled,
terminated, withdrawn, do not materialize, or otherwise become unavailable for the D -O LRT Project,
the Parties shall meet within fifteen business days to determine how to address the situation. On June
21st, I met with Mark Dorosin, Chair of the Orange County Commissioners, Mark Marcoplos, Orange
County Commissioner, and Ellen Reckhow, Durham County Commissioner, to satisfy this obligation, and
we have had several additional meetings to discuss how we will address the $57.6 million shortfall.
According to the Cost - Sharing Agreement, Durham County has committed $738.4 million YOE to the
Project from Dedicated Local Transit Revenues. Based on updated modeling with still conservative
Durham County Administrative Complex 1 200 East Main Street, Durham, NC 277011 (919) 560 -0025 Fax (919) 560 -0013
Equal Employment /AffirmativeActiveEmployer I Website: hnp: / /www.dconc.gov/
Heidi Carter
Wendy Jacobs, Chair
•
31 Falling Water Drive
4308 Rivermont Road
Durham, NC 27713
Durham, NC 27712
.
Email:
Email: hcarter(a dconc.Qov
Email: wjacobs @dconc.gov
Brenda A. Howerton
3325 Tarleton West
James Hill, Vice -Chair
Durham, NC 27713
5505 Lake Elton Road
Email: bowerton @dconc.gov
Durham, NC 27713
Email: jahill @dconc.gov
COUNTY OF DURHAM
Ellen w
11 Pine e Top Top Place
BOARD OF COMMISSIONERS
Durham, NC 27705
Email: ereckhow @dconc.gov
w
t
Jennifer Robinson
Chair, GoTriangle Board of Trustees
GoTriangle
PO Box 13787
Research Triangle Park, NC 27709
Dear Jennifer Robinson:
I am writing to reiterate Durham County's support for the Durham - Orange Light Rail Transit Project and
our ongoing commitment to satisfy obligations as outlined in the Interlocal Agreement for Cost - Sharing
for the Project.
As you know, recent legislative action by the North Carolina General Assembly placed several limits on
the Light Rail Project. The Project remains eligible for a maximum of $190 million provided that all other
non - federal funds for the project are committed by April 30, 2019, and that federal funds are committed
no later than November 30, 2019. Given that the original financial plan for the Project contained a
$247.6 million contribution from the State of North Carolina, there is now a shortfall in the financial plan
of $57.6 million.
The Cost - Sharing Agreement states that if state funds to be used for the D -O LRT Project are cancelled,
terminated, withdrawn, do not materialize, or otherwise become unavailable for the D -O LRT Project,
the Parties shall meet within fifteen business days to determine how to address the situation. On June
21st, I met with Mark Dorosin, Chair of the Orange County Commissioners, Mark Marcoplos, Orange
County Commissioner, and Ellen Reckhow, Durham County Commissioner, to satisfy this obligation, and
we have had several additional meetings to discuss how we will address the $57.6 million shortfall.
According to the Cost - Sharing Agreement, Durham County has committed $738.4 million YOE to the
Project from Dedicated Local Transit Revenues. Based on updated modeling with still conservative
Durham County Administrative Complex 1 200 East Main Street, Durham, NC 277011 (919) 560 -0025 Fax (919) 560 -0013
Equal Employment /AffirmativeActiveEmployer I Website: hnp: / /www.dconc.gov/
5
estimates, Durham County's dedicated transit revenues are robust and sufficient to cover the revenue
shortfall. Durham County is committed to using these additional funds for this purpose.
We make these additional commitments with an understanding of the Project's schedule and specifically
the anticipated execution of a New Starts Full- Funding Grant Agreement in September 2019. In addition
to our funding commitment, we commit to updating any related documents in support of GoTriangle's
application for the Full- Funding Grant Agreement. We also understand the significance of FTA's planned
risk assessment for the Light Rail Project, and we recognize the importance of the capital campaign led
by GoTransit Partners. We will continue to work together with our partners to ensure that both
endeavors are successful.
The Durham - Orange Light Rail Transit Project connects 3 major universities, 3 major hospitals, and 3 of
the top ten employers in North Carolina, but it does more than that. It will lay the foundation for the
next century of progress in our region and it will play an essential role in North Carolina's continued
success. For these reasons, Durham County maintains its unwavering support, as evidenced by our
Board's unanimous vote in support of this letter at our August 27th, 2018 public meeting.
Sincerely,
Wendy Jacobs, Chair
Durham Board of County Commissioners
Durham County Administrative Complex 1 200 East Main Street, Durham, NC 27701 I (919) 560 -0025 Fax (919) 560 -0013
Equal Employment /Affirmative Active Employer I Website: http://www.dconc.gov/