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HomeMy WebLinkAboutAgenda 02-06-24; 8-e - Orange County FY 2024 Annual Work Program Amendment #1 - FAST 2 Study Commitment 1 ORANGE COUNTY BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: February 6, 2024 Action Agenda Item No. 8-e SUBJECT: Orange County FY 2024 Annual Work Program Amendment #1 — FAST 2 Study Commitment DEPARTMENT: Orange County Transportation Services (OCTS) ATTACHMENT(S): INFORMATION CONTACT: 1. FAST 2 Draft Scope Nishith Trivedi, Transportation Director, 2. FAST 2 Commitment 919-245-2007 PURPOSE: To approve Amendment #1 to the Orange County Fiscal Year 2024 Annual Work Program regarding the County's contribution to the NCDOT FAST (Freeway, Arterial, Street and Tactical) 2 Study. BACKGROUND: The North Carolina Department of Transportation (NCDOT), in partnership with Go Triangle and Regional Transportation Alliance (RTA) completed the Freeway, Arterial, Street- Based Transit (FAST) study in 2021 (link). NCDOT is building upon its success with a FAST 2 Study with detail express design and expanding the scope to include other regional corridors like US 70, NC 54, NC 86 and others (Attachment 1). NCDOT manages the study, which seeks to: • Make freeways and regional boulevards "transit ready" • Elevate and identify multiple Bus Rapid Transit (BRT) corridors that directly link with RDU Airport • Advance SMART (Systematic Management of Adaptable Roadways through Technology) freeway corridors • Use targeted strategies improving transit accessibility and opportunities on existing transportation corridors in Orange County. This effort is a 12-month study managed by NCDOT, with assistance from WSP USA, a consulting firm. This is being pursued in coordination and collaboration with local governments, regional agencies, state partners and private businesses to make existing freeways and regional roads transit ready. The following list of cities and counties have financial commitments towards the study: • State and Regional Agencies — North Carolina Department of Transportation, GoTriangle, Durham-Chapel Hill-Carrboro Metropolitan Planning Organization (DCHC MPO), Capital Area Metropolitan Planning Organization (CAMPO) • Counties — Durham, Orange and Wake • Cities — Durham, Chapel Hill, Raleigh and Cary RTA, through all of these local, regional and state partners, has garnered over $650,000 in public financial commitments towards the study. More information on FAST 2 is at this link, including a list of private partners supporting regional transit planning. 2 The total financial commitment for the FY24 Annual Work Program Amendment#1 is $155,000 for FAST 2, with a net zero financial impact on the annual work program or local transit services. This action reallocates existing reimbursement funds from the three transit provides to the regional study with no impact on the financial model or operations. The Orange County Staff Work Group proposed that Orange County and Chapel Hill Transit commit at total of$100,000 ($50,000 per transit agency) from its annual reimbursement towards the study while Go Triangle will allocate $5,000 from one of its transit surveys. Orange County - $50,000 • From (190PTS1) Orange County's Continuation of Transit Services • There is no impact on current services. The proposal reallocates $50,000 already approved in continuation of transit services and to FAST 2. Chapel Hill Transit - $50,000 • From (24CHT—TS1) HS Route —Weekend Service • There is no impact on current services. The proposal reallocates $50,000 already approved in continuation of transit services and to FAST 2. GoTriangle - $5,000 • From (21 GOTC001) Regional Origin-Destination Survey On November 15, 2023, the GoTriangle Board approved the FY24 Annual Work Program Amendment#1 for the full $155,000, including Orange County, Chapel Hill Transit and Go Triangle. Key Deliverable for Orange County • Potential transit infrastructure recommendations for Freeway and Arterial roads, including all US and NC routes and some secondary roads that cross County lines. While Durham County may use the FAST 2 study to feed the Countywide BRT study, it will help Orange County's transit improvements along major regional corridors like US 70, NC 57, NC 49, NC 10, NC 54, US 15/501, etc. Orange County could have potential BRT or enhancing non-BRT roadway segments with varying degrees of transit advantage infrastructure along those corridors through FAST 2, rather than a single North-South BRT. These efforts would help Orange County with County specific transit projects with extensions into Durham, Alamance, and Chatham counties. As one of the signatories of the Interlocal Government Agreement, Orange County must approve any changes to the Annual Work Program. The Staff Work Group recommended approval of this amendment at its September meeting following a 21-day public review period. FINANCIAL IMPACT: There is no immediate financial impact associated with this item. SOCIAL JUSTICE IMPACT: The following Orange County Social Justice Goals are applicable to this item: • 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. 3 • 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. ENVIRONMENTAL IMPACT: The following Orange County Environmental Responsibility Goal impact is applicable to this item: • CLEAN OR AVOIDED TRANSPORTATION Implement programs that monitor and improve local and regional air quality by: 1) promoting public transportation options; 2) decreasing dependence on single-occupancy vehicles, and 3) otherwise minimizing the need for travel. RECOMMENDATION(S): The Manager recommends Board approve the FY 2024 Annual Work Program Amendment #1 for the NCDOT FAST 2 Study (Attachment 2). 4 DRAFT SCOPE OF SERVICES As requested by North Carolina Department of Transportation ("Client"),WSP USA Inc. ("Consultant") proposes the scope of services listed in subsequent sections below and includes professional services for the Freeway, Arterial, Street,and Tactical (FAST)2.0 Study("Project"). SCOPE ASSUMPTIONS The work tasks described in this scope assume the following: 1. The Client will provide the Consultant with all supporting segment traffic counts,turning movement counts, bicycle and pedestrian counts,travel demand,transit ridership,travel time data,etc.The availability of data will be discussed during the initial conference call with the Client Project Manager. 2. The Client will provide the Consultant with all available plans and studies within and adjacent to the study area,including but not limited to land use plans,transportation plans,design standards,special studies,and recent traffic impact analysis studies. 3. The Client will provide all supporting GIS data files. 4. The Consultant will not collect any new traffic,environmental,survey or other data for this project. 5. The Consultant will provide opportunities for meetings with project stakeholders to provide "over the shoulder review"of interim work products,without having to wait for formal review periods. 6. Deliverables will be actionable in nature and will primarily include executive summary-style memos with maps and graphics supported by technical reports. Some materials will be global in nature, and others will be tailored to individual agencies—municipalities,regional planning agencies,different NCDOT departments and divisions - and include a specific roadmap for implementation, funding, and further planning/design projects. The actionable materials should be presented so that they may be modified by the ongoing implementation group as future conditions change. 7. The Client will be responsible for the translation of materials and making materials 508-compliant, as needed. 8. This scope of work assumes a twelve (12) month Project schedule that will begin upon receipt of a signed contract or Notice to Proceed letter. 1 5 Task A—Project Management The Consultant Project Manager will lead, coordinate and monitor planning and design of the Project for general conformance with standards and policies established at the beginning of the projects.The Project Manager will provide the management,coordination and direction to its team to complete the scope of work.The Project Manager will coordinate with the various subconsultants and task leads to provide timely delivery of qualified products.The Consultant will notify the Client of any subconsultant or task lead changes. Project Management efforts will include the following: • Project control and administration • Resource allocation to facilitate simultaneous production of different tasks • Day to day communication among task leaders • Coordination in development of change orders and modifications • Coordination to comply with contract provisions • Meeting facilitation, participation,and documentation • Monthly progress reports and invoices per Client formats and criteria • Management,coordination and direction to subconsultants • Maintain current records of Disadvantaged Business Enterprise(DBE) utilization • Processing invoices,subconsultant contract management • Documenting scope,objectives,and deliverables • Project coordination meetings (including consultant, NCDOT, and/or contributing partners) The Consultant will participate in up to twenty-four(24) project coordination meetings, including preparing agenda and meeting minutes for each meeting,as needed. The Consultant will prepare and submit one(1) Project Management Plan (PMP)with a detailed description of project tasks to be undertaken,a labor and cost budget for each task, a project schedule, and project administrative procedures such a project communications protocol. Task A Deliverables: • Up to twelve(12)monthly progress reports and invoices • Up to twenty-four(24)project coordination meetings(agendas and minutes, as needed) • One(1)project management plan o One(1)draft o One(1)final Task B—Vision & Brand Development The Consultant will work with the Client and Stakeholders to develop a regional vision for multimodal mobility in the Triangle Region that will be inclusive,data-driven,and responsive to the community's needs. Based on client input and data analysis, including collecting existing regional/local vision statements and branding approaches in the region,a clear and inspiring regional vision for multimodal mobility will be formulated.The vision will articulate long-term goals and aspirations,emphasizing the importance of promoting equitable,efficient,and sustainable transportation options for all users.The vision will serve as a guiding star,driving decision-making throughout the planning process.The Consultant will prepare and submit one(1) high-level memorandum to summarize the vision and goals. The Consultant will work with the Client and stakeholders to develop project branding that reflects the project purpose,supports current regional branding efforts, and focuses on a unified identity for the region. The branding will be used on all deliverables, including outreach and engagement materials,and project documentation to provide a consistent look for project materials that is recognizable to the public.The Consultant will provide one round of concepts to the Client for review, and the Client will coordinate internal review of the draft concepts to ensure all necessary departments provide feedback,which will be consolidated and provided to the Consultant. 2 6 The Consultant will refine the initial concepts to develop several brand options for the client and stakeholders to review and will revise and finalize the brand up to one(1)time following a concept review meeting with stakeholders.The Consultant will use the Delphi method to collect feedback from stakeholders on the brand options, a process used to arrive at a group opinion or decision by surveying a panel of regional transportation experts.The experts will respond to several rounds of questionnaires,and the responses will be aggregated and shared with the group after each round.This process is regularly used to build consensus among a large audience and a similar approach will be used to finalize the vision and branding. Following the approval of the brand by the Client,the Consultant will prepare and submit one(1) memorandum of the brand standards to the Client,which will include a branding guidance document and Word and PowerPoint templates. Task B Deliverables • One(1)vision and goals memorandum o One(1)draft o One(1)final • One(1)brand standards memorandum o One(1)draft o One(1)final • One(1)Delphi Method memorandum o One(1)draft o One(1)final • Branding files Task C—Public and Stakeholder Engagement Public Engagement and Outreach Plan(PEOP) The Consultant will prepare and submit one(1) Public Engagement and Outreach Plan to detail public engagement efforts throughout the project.The Consultant will work with both the NCDOT Public Involvement,Community Studies&Visualization Group and the NCDOT Communication Group to develop the PEOP, in order to outline Department standard procedures and integrate national best practices.The PEOP will detail: • the goals for engagement and outreach, • target audiences and stakeholders based on a demographic analysis of the study area with a focus on equitable engagement, • an approach to stakeholder and elected official engagement, • an outline for steering committee/technical coordinating committees • the potential stakeholders and committee members invitation list, • an outline for public engagement/outreach methods,and • milestones for feedback at various phases of study development. Public Outreach Public outreach will focus on promoting an understanding of the Project and garnering public support for the Project.At up to three(3) milestones,the consultant will provide materials for public promotion. It is envisioned that the milestones may include: • Development of the vision and branding • Selection of priority corridors 3 7 • Final study outcomes(i.e. implementation roadmap) Materials for public promotion may include: Education Campaign This multi-faceted educational campaign will be a coordinated and strategic effort,with close participation from the NCDOT Communications Unit,to disseminate information, raise awareness,and promote understanding and support for a FAST transit network, particularly along SMART(Systematic Management of Adaptable Roadways through Technology)freeway and arterial corridors. Campaign materials will be designed to achieve specific educational objectives,convey important messages,and drive behavioral change among the target population as necessary.The campaign plan will outline clear objectives,the target audiences, messaging and creative content to be used,and measurement and evaluation of the campaign.Specific tools that can be used include: • NCDOT webpage content • Short educational videos • Fact sheets • Email campaigns • Social media • Press releases • Posters and printed ads for use at transit centers, DMVs, community centers, etc. • Study business cards "Meeting in a Box"Kits A"Meeting in a Box"concept is meant for stakeholders and agency or institution leaders(such as MPO or RPO staff)who want to encourage participation of their members in FAST 2.0 outreach activities.The "Meeting in a Box" includes a set of PowerPoint slides, briefing materials,and sample outreach content that stakeholders throughout the region can use to provide updates and share information about the FAST 2.0 process and outcomes.The Consultant will develop a set"Meeting in a Box" materials for up to three study milestones and will provide training as necessary to agencies who receive the"Meetings in a Box." The Consultant may also provide staff to support these meetings or other stakeholder facilitated events in the community to provide the public with an in-person opportunity to engage with the study team, learn about the recommendations,and will use"Meeting in a Box" materials.The Consultant will provide one staff member to participate in up to ten (10) pop-up events which will be organized and attended by stakeholder members. Stakeholder Engagement The Client has established two committees that will participate in guiding the FAST 2.0 project: • Steering Committee—Comprised of leadership from study partners,who will be responsible for adopting any project recommendations and deliverables, along with championing the project throughout the life of the project. •Technical Committee—Comprised of technical staff from study partners,who will be responsible to provide technical input. The Consultant will participate in,and document project-specific information,for • up to four(4)Steering committee meetings, • up to four(4)technical committee meetings,and 4 8 The Consultant will be responsible for issuing invitations to participating committee members and providing meeting accommodations or web meeting platform.The Consultant will prepare committee meeting agendas, presentation materials,and develop meeting minutes, as needed. In addition to the established project committees,the project process and outcomes are expected to be presented at up to three(3) milestones to key regional transportation agencies, local governments, and community leaders for endorsement and support.The Consultant will prepare up to three(3) presentations(one for each milestone) and will participate in up to fifteen (15) presentations. Governance Framework The Consultant will work with the Client to develop a governance framework for the project. It will include the structure,function,and responsibilities of the partner agencies.The most important part of the governance framework will be defining a quick decision-making process to maintain the tight schedule.An ongoing working group will be established to monitor, evaluate,and alter, if needed,the implementation of FAST and SMART projects. Task C Deliverables: • One(1)Public engagement/outreach plan o One(1)draft o One(1)final • Public engagement materials at up to three(3)milestones o One(1)draft package of materials for each round o One(1)final package of materials for each round • Participation in up to ten(10)pop-up events • Participation in up to four(4)Steering Committee meetings(agendas, materials and minutes, as needed) • Participation in up to four(4)technical committee meetings(agendas, materials and minutes, as needed) • Participation in up to 15 presentations to other/regional stakeholders • Preparation of up to 3 presentations(one for each milestone)for other/regional stakeholders o One(1)draft o One(1)final • One(1)Governance plan/framework o One(1)draft o One(1)final Task D—Needs Assessment/Analysis& Primary Corridor Identification In order to identify new(since Phase I FAST Study)transportation challenges,opportunities,and gaps in current system,the Consultant will: • Review existing transportation data, planning documents,and relevant policies, including, but not limited to: 0 Phase I FAST Study, NCDOT Complete Streets&Roadway Design Manual,CAMPO BOSS Study, CAMPO RED lanes study,Wake Transit Plan and updates, City of Raleigh &Town of Chapel Hill BRT studies,CAMPO BRT studies, Durham BRT studies, Durham Transit Plan and updates, Orange Transit Plan and updates,Triangle Bikeway Study,and the current NCDOT TIP. • Gather existing quantitative and qualitative data related to transportation infrastructure, existing transit services, population demographics,traffic patterns,transit services,and land use patterns. • Review existing/planned projects in the region,with the goal to ensure regional network coordination and to identify where project investments may be leveraged. 5 9 The Consultant will prepare and submit one(1) memorandum summarizing the existing plans that were reviewed, and will prepare and submit one(1) high-level needs assessment memorandum summarizing the challenges, opportunities,and gaps in current system. The Consultant will prepare and submit one(1) high-level project equity plan that will evaluate and recommend how equity considerations can be incorporated into the priority corridor identification and overall regional network recommendations. After identifying the needs that exist in the current system,the Consultant will work to identify primary corridors within the regional network.As part of that identification process,the Consultant will conduct, up to twenty(20), one-on-one interviews with study partners'senior leadership, or senior technical staff. Incorporating feedback from stakeholder one-on-one interviews, along with the needs data analysis and plan review,the Consultant will use the Delphi technique to identify primary corridors.The Consultant will prepare and submit one(1) high-level memorandum identifying the regional network and primary corridors. Task D Deliverables: • One(1)high-level needs assessment memorandum o One(1)draft o One(1)final • One(1)existing plans memorandum o One(1)draft o One(1)final • One(1)high-level regional network and primary corridor identification memorandum o One(1)draft o One(1)final • One(1)high-level project equity plan o One(1)draft o One(1)final Task E—Project/Improvement Evaluation & Recommendations The Consultant will evaluate a suite of options which may be appropriate for implementation along primary corridors and the network overall.This may include: o Explore opportunities for improved transit rider experience for existing and expanded Bus On Shoulder System (BOSS),selected operational or other low-cost improvements that may improve travel for transit and/or all users o Dynamic transit priority shoulders adjacent to freeway medians, including potential toll opportunities. o Express lanes with transit priority o Direct access ramps for enhanced freeway transit o Queue jump lanes or RED transit lanes o Transit facilities on the outside or in the median of arterials with alternative designs like reduced conflict intersections or median u-turns o BRT or FAST transit linkage between 1-40 and relocated regional transit center o On-ramp signals and freeway connector ramp signals for area freeways o Variable speed limits along area freeways o Transit signal priority standardization o Example bus stop/station designs or layouts for various transit priority shoulder or lane options o Example bicycle and pedestrian access improvements to complement bus stop/station designs o Mobility-as-a-service and single digital ticketing solutions. 6 10 o Mobility Hubs,complete streets,TOD opportunities and micromobility solutions as a part of a robust regional multimodal transportation network especially in relation to already planned BRT corridors and proposed GoTriangle site in RTP o Through/regional lane separation options for existing freeways o Selected tactical transit opportunities for freeways and arterials;e.g.,short busway segments or linkages As part of the evaluation,the Consultant will analyze traffic at the corridor level.The Consultant will use commercial probe data to identify bottlenecks and reliability within a given corridor.Volume capacity ratio(v/c) output from the adopted Triangle Regional Model (TRM) horizon years,supplemented by critical lane analysis at key intersections where more refined turning movement data are available,will be reviewed to identify projected roadway network capacity constraints. The Consultant will perform a high-level screening of up to four(4)direct BRT linkages to RDU International Airport from Raleigh, Durham,Chapel Hill,Cary(with the understanding that sections of Chapel Hill and Durham would potentially run on concurrent routes as would certain sections of Cary and Raleigh),which will link multiple downtowns to the interconnected transit priority network of dynamic transit priority shoulders and/or express lanes.This level of analysis will consider all aspects of BRT infrastructure,operations planning,and vehicle needs along with a transfer location on the RDU property.The Consultant will prepare a feasibility study for the BRT transfer location at RDU,which could be used for a reginal transit hub, in addition to serving the airport.This work would include space programing,test fits on preferred site, workshop to select a concept and NEPA red flag analysis. The Consultant will prepare and submit one(1)technical memorandum and plans summarizing the feasibility of the suite of options and potential treatments. After evaluating the suite of options,the Consultant will recommend infrastructure improvements for the priority corridors, including the high-level design concepts on up to three(3)selected project corridors,envisioned to include one(1) interstate segment(i.e. Interstate 40 from NC 54 to Wade Avenue) and two(2)arterial segments. The Consultant will prepare and submit one(1) memorandum that summarize the recommended infrastructure improvements and include the high-level design concepts. The Consultant will advance one high-level concept for each of the three(3) selected project corridors through the NCDOT Express Design process.The limits,complexity,and deliverables of the express design work will be through discussions between the Client and Consultant.The Consultant will have a set budget for express design work;the Client may increase funding for the express design work, as determined necessary. In addition to the infrastructure improvements for the priority corridors,the Consultant will provide recommendations for the overall regional network.As part of the overall recommendations,the Consultant will identify infrastructure improvements that can potentially be integrated with planned/programmed/anticipated projects(STIP projects,etc.).The Consultant will prepare and submit one(1) memorandum outlining the recommendations infrastructure improvements for the overall regional network. Task E Deliverables: • One(1)technical memorandum and plans summarizing the feasibility of potential treatments o One(1)draft o One(1)final • One(1)memorandum summarizing recommended infrastructure improvements for selected corridors, including/high-level design concepts for up to three(3)selected project corridors o One(1)set of draft high-level design concepts o One(1)draft memorandum of recommended infrastructure improvements o One(1)set of final set of draft high-level design concepts 7 11 o One(1)final memorandum of recommended infrastructure improvements • One(1)express design package for up to three(3)selected project corridors o One(1)set of draft express design materials o One(1)set of final express design materials • One(1)memorandum summarizing the recommendations for the overall regional network o One(1)draft o One(1)final Task F—Implementation Plan & Prioritized Recommendations The Consultant will use the collected study data and vision to develop an actionable plan for implementing the FAST transit priority infrastructure and SMART freeway corridor activation.The action plan will consider a phased approach to prioritizing projects based on feasibility, impact,timeframe and equity considerations.The plan will identify potential funding mechanisms and opportunities to leverage funds and resources. The plan will also consider how the recommendations align with NCDOT's strategic prioritization process and evaluation criteria and IMD's goals.The plan will also make recommendations on how NCDOT's Complete Streets Policy could further institutionalize(a)the prioritization of transit within the highway project planning and design process and (b)the prioritization of transit within operations and maintenance activities. The Consultant will prepare and submit one(1) implementation plan,that will include funding resources aligned with infrastructure recommendations and a prioritized list of recommended projects. Task F Deliverables: • One(1)implementation plan o One(1)draft o One(1)final Task G—Final Report The Consultant will prepare and submit one(1)final report that consolidates the previous task deliverables into a final report. The Consultant will prepare and submit one(1) package of project files from the course of the project, including memorandums, plans,slide decks,and branding materials. Task G Deliverables: • One(1)final report o One(1)draft o One(1)final 8 12 REQUEST# FY 2024 FY START DATE Orange Transit Work Plan 2024 190PTS1 Project Amendment Request Form Operating and/or Capital Type of Amendment Minor I] Major Minor Amendments: a.An amendment that requires a transfer between budget ordinance appropriations but requires less than a 20%change to a project appropriation for projects equal to or less than $250,000; b.Changes to any adopted financial assumptions supporting the applicable Work Program that does not have a significant impact on the overall revenue or expenditure forecast, which is defined to be no more than a one percent(1%)over the life of the plan; c.Changes in reporting requirements for performance on implementation elements authorized in the applicable Work Program; d.Changes in funding amounts less than$250,000 for implementation elements programmed in future fiscal years; e.Any other change that does not meet any of the criteria of a Minor Amendment is a Major Amendment. Major Amendments are required when: a.A project requested to be added to the Work Plan b.A project requested to be removed from the Work Plan c.Changes to any adopted financial assumptions supporting the applicable Work Program that does have a significant impact on the overall revenue or expenditure forecast,which is defined to be over one percent(1%)over the life of the plan; d.Changes in scope for implementation elements programmed in current and future fiscal years; e.Any amendment that requires a transfer of funds between capital or operating funding categories f.Any change that requires a change in budgeted reserves or fund balance. These definitions are based on the Orange County Transit Work Plan Amendment Policy Update,which gives more clarity to the definitions without changing their meaning. New/Amended Project Name Requesting Agency Project Contact Orange Transit Estimated Operating Cost Base Year $ 50,000 Continuation of Transit Services Orange County Darlene Weaver FY 2026 $ 50,000 dweaverLi).oran¢ecountyne or>,- Cumulative $ - Estimated Start Date Estimated Completion Notes Orange Transit Estimated Capital Cost January 1,2023 June 30,2024 Base Year $Cumulative $ Project Description/Scope Enter below a summary of the project amendment and impact on approved plan. Orange County financial commitment to NCDOT FAST 2 Study. 1. Enter Orange Transit Project ID(s)to Increase Project ID Project Category Amount Recurring Amount Notes Reallocate$50,000 from Continuation Orange County Fast of Transit Services to 19OPT51 2 Study $50,000 Commitment support NCDOT FAST 2 Study Origin Destination Survey TOTAL $ 50,000 $ 2. Orange Transit Project lD(s)to Reduce Project ID Project AppropriationAmount Recurring Amount Notes Category TOTAL $ - $ 3. Impact on Transit Plan Project Costs From above,indicate whether amounts impact operating or capital budgets in Orange Estimated Operating Cost Current Year $ Transit Plan. Recurring $ Estimated Capital Cost Base Year $ Cumulative $ 4. Is this project Operating,Capital or Both? Operating ® Capital ❑ Both ❑ S. What is the timeframe for the request? Are you requesting a full year of funds or a partial year to be annualized in future fiscal years? FY24,full year FY25 Orange Transit Work Program Page I of 2 Request Form 13 6. What is the expected outcome(s)if this request is funded? What is the alternative if the request is not funded? Reallocation of funding from a project,that will have net zero impact on transit plan. 7. List any other relevant information not addressed. 8. Please enter estimated appropriations to support expenses. Enter FY 2024 and the estimated annualized cost in FY 2025 using the 2.5%growth factor,if applicable. The spreadsheet will calculate 2026 and beyond by 2.5%. If your project is not expected to have recurring costs in FY 2026 and/or beyond,delete the calculation(s)in columns E-H. Cost Break Down of Project Request OPERATING COSTS FY24 FY25 FY26 FY27 FY28 FY29 FY30 Growth Factors 2.50% 2.50% 2.50% 2.50% 2.50% 2.50% 2.50% Salary&Fringes Contracts Bus Operations: Estimated Hours Cost per Hour Estimated Operating Cost Bus Leases Park&Ride Lease Other Other Subtotal:Bus Operations Other(Describe) Other(Describe) TOTAL OPERATING COSTS 9. Please enter estimated appropriations to support contractual commitments and other expenses related to proposed capital projects. CAPITAL COSTS FY24 FY25 FY26 FY27 FY28 FY29 FY30 Planning Design Construction Equipment Land-Right of Way Other TOTAL CAPITAL COSTS Assumptions for Costs and Revenues Above: 10.Please state any assumption(s)used to calculate the capital and operating dollars and revenues shown above.(include details) FY25 Orange Transit Work Program Page 2 of 2 Request Form 14 REQUEST# FY 2024 FY START DATE Orange Transit Work Plan Jul 2023 Project Amendment Request Form Operating and/or Capital Type of Amendment Minor Major Minor Amendments: a.An amendment that requires a transfer between budget ordinance appropriations but requires less than a 20%change to a project appropriation for projects equal to or less than $250,000; b.Changes to any adopted financial assumptions supporting the applicable Work Program that does not have a significant impact on the overall revenue or expenditure forecast, which is defined to be no more than a one percent(1%)over the life of the plan; c.Changes in reporting requirements for performance on implementation elements authorized in the applicable Work Program; d.Changes in funding amounts less than$250,000 for implementation elements programmed in future fiscal years; e.Any other change that does not meet any of the criteria of a Minor Amendment is a Major Amendment. Major Amendments are required when: a.A project requested to be added to the Work Plan b.A project requested to be removed from the Work Plan c.Changes to any adopted financial assumptions supporting the applicable Work Program that does have a significant impact on the overall revenue or expenditure forecast,which is defined to be over one percent(1%)over the life of the plan; d.Changes in scope for implementation elements programmed in current and future fiscal years; e.Any amendment that requires a transfer of funds between capital or operating funding categories f.Any change that requires a change in budgeted reserves or fund balance. These definitions are based on the Orange County Transit Work Plan Amendment Policy Update,which gives more clarity to the definitions without changing their meaning. New/Amended Project Name Requesting Agency Project Contact Orange Transit Estimated Operating Cost Caroline Dwyer Base Year $ 164,039 HS Route-Weekend Service Chapel Hill Transit FY 2025 $ 168,100 cdwyerLtdtownafchapelhill.org Cumulative $ 1,237,639 Estimated Start Date Estimated Completion Notes Orange Transit Estimated Capital Cost Base Year $ - Jan-24 N/A Cumulative $ Project Description/Scope Enter below a summary of the project amendment and impact on approved plan. Improvements to the HS route add weekend transit services and provides connections to higher-density neighborhoods and multifamily housing.The HS route covers a large area of Chapel Hill and this project improves transit access to key destinations along Martin Luther King Jr.Boulevard.The service improvement benefits lower-income communities and fulfills a stated public need for weekend service in transit reliant neighborhoods. 1. Enter Orange Transit Project ID(s)to Increase Appropriation Recurring Project ID Project Category Amount Amount Notes Orange County Fast Operations- ]Reallocate$50,000 From H5 Route—Weekend Service(Project ID 24CHTTSI)to Orange 190PT_TS1 2 Study Planning $50,000 County Fast 2 Study Commitment(Project ID 190PT_TS1) Commitment TOTAL $ 50,000 $ 2. Orange Transit Project ID(s)to Reduce Appropriation Recurring Project ID Project Amount Notes Category Amount 24CHT_TS1 HS Route- Operations- $ 50,000 Reallocate$50,000 From HS Route—Weekend Service(Project ID 24CHTTSI)to Orange Weekend Service Bus Operations County Fast 2 Study Commitment(Project ID 190PT_TS1) TOTAL $ 50,000 $ 3. Impact on Transit Plan Project Costs From above,indicate whether amounts impact operating or capital budgets in Orange Estimated Operating Cost Current Year Transit Plan. Recurring Base Year Estimated Capital Cost $ Cumulative - 4. Is this project Operating,Capital or Both? Operating ❑ Capital ❑ Both ❑ S. What is the timeframe for the request? Are you requesting a full year of funds or a partial year to be annualized in future fiscal years? FY24 Q2 6. What is the expected outcome(s)if this request is funded? What is the alternative if the request is not funded? FY25 Orange Transit Work Program Page I of 2 Request Form 15 Reallocation of funding from a project that can't currently be implemented to a project with more immediate funding needs. 7. List any other relevant information not addressed. 8. Please enter estimated appropriations to support expenses. Enter FY 2024 and the estimated annualized cost in FY 2025 using the 2.5%growth factor,if applicable. The spreadsheet will calculate 2026 and beyond by 2.5%. If your project is not expected to have recurring costs in FY 2026 and/or beyond,delete the calculation(s)in columns E-H. Cost Break Down of Project Request OPERATING COSTS FY24 FY25 FY26 FY27 FY28 FY29 FY30 Growth Factors 2.50% 2.50% 2.50% 2.50% 2.50% 2.50% 2.50% Salary&Fringes Contracts Bus Operations: Estimated Hours Cost per Hour Estimated Operating Cost Bus Leases Park&Ride Lease Other Other Subtotal:Bus Operations Other(Describe) Other(Describe) TOTAL OPERATING COSTS 9. Please enter estimated appropriations to support contractual commitments and other expenses related to proposed capital projects. CAPITAL COSTS FY24 FY25 FY26 FY27 FY28 FY29 FY30 Planning Design Construction Equipment Land-Right of Way Other TOTAL CAPITAL COSTS Assumptions for Costs and Revenues Above: 10.Please state any assumption(s)used to calculate the capital and operating dollars and revenues shown above.(include details) FY25 Orange Transit Work Program Page 2 of 2 Request Form 16 REQUEST# FY 2024 FY START DATE Orange Transit Work Plan 2024 21GOTC001 Project Amendment Request Form Operating and/or Capital Type of Amendment Minor I] Major Minor Amendments: a.An amendment that requires a transfer between budget ordinance appropriations but requires less than a 20%change to a project appropriation for projects equal to or less than $250,000; b.Changes to any adopted financial assumptions supporting the applicable Work Program that does not have a significant impact on the overall revenue or expenditure forecast, which is defined to be no more than a one percent(1%)over the life of the plan; c.Changes in reporting requirements for performance on implementation elements authorized in the applicable Work Program; d.Changes in funding amounts less than$250,000 for implementation elements programmed in future fiscal years; e.Any other change that does not meet any of the criteria of a Minor Amendment is a Major Amendment. Major Amendments are required when: a.A project requested to be added to the Work Plan b.A project requested to be removed from the Work Plan c.Changes to any adopted financial assumptions supporting the applicable Work Program that does have a significant impact on the overall revenue or expenditure forecast,which is defined to be over one percent(1%)over the life of the plan; d.Changes in scope for implementation elements programmed in current and future fiscal years; e.Any amendment that requires a transfer of funds between capital or operating funding categories f.Any change that requires a change in budgeted reserves or fund balance. These definitions are based on the Orange County Transit Work Plan Amendment Policy Update,which gives more clarity to the definitions without changing their meaning. New/Amended Project Name Requesting Agency Project Contact Orange Transit Estimated Operating Cost Jay Heikes Base Year $ Origin Destination Survey GoTriangle FY 2026 $ jheikes(cugotrianale.org Cumulative $ Estimated Start Date Estimated Completion Notes Orange Transit Estimated Capital Cost Jan 12023 June 30 2024 Base Year $Cumulative $ Project Description/Scope Enter below a summary of the project amendment and impact on approved plan. Orange County share of Regional Transit On-board Origin Destination Survey for GoTriangle,Chapel Hill Transit,and OCPT.Regional Survey led by GoRaleigh. 1. Enter Orange Transit Project ID(s)to Increase Appropriation Project ID Project Category Amount Recurring Amount Notes TOTAL $ - $ 2. Orange Transit Project lD(s)to Reduce Project ID Project AppropriationAmount Recurring Amount Notes Category 21GOTCOOI Capital Other $ 5,000 $5,000 to be used to support GoTriangle Share of consolidated Orange County Transit Plan FAST 2 study funding to be administered by Orange County TOTAL $ 51000 $ 3. Impact on Transit Plan Project Costs From above,indicate whether amounts impact operating or capital budgets in Orange Estimated Operating Cost Current Year $ Transit Plan. Recurring $ Estimated Capital Cost Base Year $ Cumulative $ 4. Is this project Operating,Capital or Both? Operating © Capital 0 Both ❑ 5. What is the timeframe for the request? Are you requesting a full year of funds or a partial year to be annualized in future fiscal years? FY24,full year. 6. What is the expected outcome(s)if this request is funded? What is the alternative if the request is not funded? FY25 Orange Transit Work Program Page I of 2 Request Form 17 Regional Transit On Board Survey to continue as planned;$5,000 to support consolidated Orange County Transit Plan contribution to FAST 2 study. 7. List any other relevant information not addressed. 8. Please enter estimated appropriations to support expenses. Enter FY 2024 and the estimated annualized cost in FY 2025 using the 2.5%growth factor,if applicable. The spreadsheet will calculate 2026 and beyond by 2.5%. If your project is not expected to have recurring costs in FY 2026 and/or beyond,delete the calculation(s)in columns E-H. Cost Break Down of Project Request OPERATING COSTS FY24 FY25 FY26 FY27 FY28 FY29 FY30 Growth Factors 2.50% 2.50% 2.50% 2.50% 2.50% 2.50% 2.50% Salary&Fringes Contracts Bus Operations: Estimated Hours Cost per Hour Estimated Operating Cost Bus Leases Park&Ride Lease Other Other Subtotal:Bus Operations Other(Describe) Other(Describe) TOTAL OPERATING COSTS 9. Please enter estimated appropriations to support contractual commitments and other expenses related to proposed capital projects. CAPITAL COSTS FY24 FY25 FY26 FY27 FY28 FY29 FY30 Planning 5,000 Design Construction Equipment Land-Right of Way Other TOTAL CAPITAL COSTS 5,000 Assumptions for Costs and Revenues Above: 10.Please state any assumption(s)used to calculate the capital and operating dollars and revenues shown above.(include details) FY25 Orange Transit Work Program Page 2 of 2 Request Form