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HomeMy WebLinkAboutAgenda 02-20-24; 8-d - Orange County FY 2024 Annual Work Program Quarter 3 Amendments 1 ORANGE COUNTY BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: February 20, 2024 Action Agenda Item No. 8-d SUBJECT: Orange County FY 2024 Annual Work Program Quarter 3 Amendments DEPARTMENT: Orange County Transportation Services (OCTS) ATTACHMENT(S): INFORMATION CONTACT: 1. FY 2024 Quarter 3 AWP Amendments Darlene Weaver, Transportation Planning Manager, 919-245-2002 PURPOSE: To approve Quarter 3 amendments to the FY 2024 Annual Work Program (AWP). BACKGROUND: Orange County Transportation Services (OCTS) and Chapel Hill Transit (CHT) are requesting the following amendments to operating and capital projects included in the FY 2024 Orange County Annual Work Program following a 21-day public review period starting December 19, 2023. No comments were received. The amendments are: Trapeze OCTS is requesting to reallocate operating funds associated with a portion of Hillsborough Circulator 2.0 project to be used as a one-time purchase of Trapeze software. OCTS has delayed implementation of a portion of Hillsborough Circulator 2.0 improvements — the reverse circulator — until new operators (e.g. drivers) are hired. OCTS anticipates resolving this by FY 2025 Quarter 1. Mobility on Demand: OCTS is requesting to reallocate funds from the Mobility on Demand Operating project to a new capital project for a one-time purchase of five (5) mini vans. Short Range Transit Plan (SRTP) Update Chapel Hill Transit (CHT) requests funding for an updated SRTP. The last SRTP was completed in early 2020, prior to the COVID-19 pandemic. The impacts of COVID, including a nationwide shortage of transit operators, significantly impacted CHT's ability to implement planned improvements. Additionally, post-COVID patterns of development, ridership, and employment are challenging the feasibility of assumptions in the 2020 SRTP. Updating the plan provides an opportunity to revisit the current plan and its assumptions, and to make changes to planned improvements to better serve Chapel Hill, Carrboro, Orange County, and the 40,000 people who commute into Chapel Hill each day. Transit Planner I Chapel Hill Transit (CHT) is requesting funding for an entry-level position reporting to CHT's Transit Planning Manager and supporting all aspects of transit planning, operations, and capital 2 investments. CHT is requesting one year of funding to more expeditiously meet critical staffing needs while exploring options for long-term funding sources. Bus Stop Amenities Technician CHT staff is requesting to amend the FY 2024 Annual Transit Work Plan to designate funding for Project Implementation Staff (Operations — Transit Plan Administration). This amendment requests one year of salary and benefits for a Bus Stop Amenities Technician. This staff member will directly support the maintenance team, enhancing CHT's ability to clean, maintain, and repair the 535+ transit stops and amenities. CHT currently has one staff member responsible for this work. Well-maintained stop amenities also extend the life of transit plan investments in bus stops, reducing future funding needs. GoTriangle Board The GoTriangle Board unanimously approved the proposed amendments on February 7, 2024. FINANCIAL IMPACT: The amendments have a net zero impact on the approved FY24 Orange County Annual Work Program. 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. • 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 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 that the Board approve the Quarter 3 Amendments to the FY 2024 Annual Work Program. Attachment 1 3 ORANGE TRANSPORTATION COUNTY GOVERNMENT TRANSPORTATION SERVICES DEPARTMENT 0 COUNTY Ora��ppCount NORTH G+ROLLNA Hsi.Y FY24 Annual Work Program Quarter 3 Amendment Orange County TYPE PROJECT DESCRIPTION ID AMOUNT Existing Hillsborough All improvements to Project Circulator 2.0 Hillsborough Circulator 20OPTTS4 $200,000 Mobility-on- Orange County's Micro- Existing Demand transit service currently Project (Operating) at 6 days a week 20OPTTS6 $250,000 Same transit service New software used by CHT Project I Trapeze and Go Triangle $200,000 Mobility-on- New Demand Project Capital 5 new MOD minivans $250,000 NET FINANCIAL IMPACT $0.00 Chapel Hill TYPE PROJECT DESCRIPTION ID AMOUNT NOTES Existing HS Route Weekend service 24CHTTS1 -$104,625 Implementation project postponed to FY25 Q3 Existing CW Route Improve Midday Service 23CHTTS1 -$195,375 Improvements to project be reinstated FY25 Q3 New CHT Short Update CHT's 2020 N/A +$150,000 Request for FY24 Project Range Transit SRTP Plan Update New Transit Plan Planner I (Transit N/A +$90,000 Request for FY24, only Project Administration planning support staff New Transit Plan Bus Stop Amenities N/A +$60,000 Request for FY24, only Project Administration Technician (Project Implementation Staff NET FINANCIAL IMPACT $0.00 600 Hwy 86 N • Hillsborough, North Carolina 27278 Phone (919)245-2008 • Fax (919) 732-2137 orangecountync.gov/transportation 4 REQUEST# FY 2024 FY START DATE Orange Transit Work Plan Jul 2023 20OPTTS4 Request Form Total Project Cost Operating and/or Capital $ 161,907 Project Name Requesting Agency Project Contact Orange Transit Estimated Operating Cost FY 2024/Base Year* $ 161,907 Hillsborough Circulator 2.0 Orange County Transportation g Services Nishith Trivedi FY 2025 $ 370,968 Cumulative $ 2,531,553 Estimated Start Date Estimated Completion Notes Orange Transit Estimated Capital Cost FY 2024/Base Year* $ Jul-23 N/A Cumulative 1 $ Project Description/Scope Enter below a summary of the project that may later be used as the project description in the FY 2024 Work Plan. Consolidation of 3 previously approved projects-continuation of existing services(Hillsborough cirulator),Hillsborough Expansion and Hillsborough Circulator II-including and not limited to: *Extended service hours 6:30 am to 6:00 pm or later *Reduce headway from 1 hour to 45 minutes and eventually from 45 minuts to 30 minutes *Additional reverse route ran concurrently Project Justification/Business Case Provide responses to EACH of the questions below. Answer the questions as fully as possible. Enter Not Applicable(N/A)as appropriate. 1. Is this a New Project,Scope Change or Financial Change? New ❑ Scope ❑ Financial See Instructions for definitions la.If Scope Change or Financial Change-Indicate previous project ID 20OPTTS4+190PTTS4+20OPTTSS 2. Is this project Operating,Capital or Both? Operating ❑ Capital ❑ Both ❑ 3. Is this a one-time request? Yes ❑ No El 4. What is the timeframe for the request? Are you requesting a full year of funds in FY24 or a partial year to be annualized in future fiscal years? Full FY 2024 and continued into all future years S. Where is this project located,who will this project serve and how will it improve service or overall implementation of the Orange Transit Plan? Residents,workers,and visitors to Hillsborough and its Extra Territorial Jurisdiction(ETJ)by providing cost effective public transportation services to Hillsborough. 6. Is this project programmed in the adopted Transit Plan FYs 2024-2030 Multi-Year Operating Program or ❑ CIP? Yes No 8. What is the expected outcome(s)if this request is funded? What is the alternative if the request is not funded? All residents and businesses in Hillsborough and surrounding communities will continue receiving public transit services.If discontinued,it will have significant and detramental impact on Hillsborough and its ETJ,especially its environmental justice communites of concern. 10. For bus operating projects,please provide: a) Target Start Date 1-Jul-23 b) Assets Used(Vehicles,etc.) All ADA OCTS fixed route vehicles current and new,including potential EV c)Geographic Termini Urbanized area in and around Hillsborough,including ETJ and EJ Community of Concern Town and County government facilities,UNC and Duke clinics and urgant care,Durham Tech, d) Major Destinations Served downtown Hillsborough,historic preservation areas,etc. e) Annualized Revenue Hours FY24 Orange Transit Work Program Page 4 of 6 Request Form 5 Weekday Saturday Sunday f) Span of Service Monday-Friday TIME PERIOD Weekday Saturday Sunday AM Peak 6:30 AM g)Frequency Midday PM Peak Evening 6:00 PM 11. If this is a bus operating project,which organization will operate the service? Orange County Transportation Services 12. If applicable,describe proposed responsibilities and duties for new staffing requests.Provide each major intended function,and the percentage of time devoted to each function. 13. List any other relevant information not addressed. 14. Please enter estimated revenues below. If there are other revenues besides Orange County Tax Revenue to support this request,please enter the anticipated revenue amounts next to the appropriate funding source for each fiscal year shown below. Revenue Tax Revenue FY24 FY25 FY26 FY27 FY28 FY29 FY30 Orange County Transit Tax Revenue 161,907 370,968 380,242 389,748 399,492 409,479 419,716 Other Revenue Federal - - - - - - - State Other Subtotal Other - - - - - - TOTAL REVENUE 161,907 370,968 380,242 389,748 399,492 409,479 419,716 16. 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% Salary&Fringes Contracts - - - - Bus Operations: Estimated Hours 1,861 4,160 4,160 4,160 4,160 4,160 4,160 Cost per Hour 87 89 91 94 96 98 101 Estimated Operating Cost 161,907 370,968 380,242 389,748 399,492 409,479 419,716 Bus Leases - - - - - Park&Ride Lease Other Other - - - - - Subtotal:Bus Operations 161,907 370,968 380,242 389,748 399,492 409,479 419,716 Other(Describe) - - - - - Other(Describe) Other(Describe) - - - TOTAL OPERATING COSTS 161,907 370,968 380,242 389,748 399,492 409,479 419,716 17. Please enter Operating category that best represents the project above(This will be reviewed during Work Plan development) Bus Operations 0 Transit Plan Administration ❑ Tax District Administration ❑ FY24 Orange Transit Work Program Page 5 of 6 Request Form 6 18. 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 Design Construction Equipment Land-Right of Way Other TOTAL CAPITAL COSTS 20. Please enter Capital category that best represents the project above (This will be reviewed during workplan development) Transit Infrastructure ❑ Vehicle Acquisition❑ BRT ❑ CRT❑ Other ❑ Assumptions for Costs and Revenues Above: 21.Please state any assumption(s)used to calculate the capital and operating dollars and revenues shown above. Estimated hours based on FY 24 projections,requesting only the maximum hours anticipated. *Base year is the year of this project sheet submission. FY24 Orange Transit Work Program Page 6 of 6 Request Form 7 REQUEST# FY 2024 FY START DATE Orange Transit Work Plan Jul 2023 Request Form Total Project Cost Operating and/or Capital $ 200,000 Project Name Requesting Agency Project Contact Orange Transit Estimated Operating Cost Orange County Transportation FY 2024/Base Year* $ 200,000 Trapeze Services Nishith Trivedi FY 2025 $ - Cumulative $ 200,000 Estimated Start Date Estimated Completion Notes Orange Transit Estimated Capital Cost Jan-24 Jun-24 Software transition to mirror other transit provider FY 2024/Base Year* 1 $ Cumulative 1 $ Project Description/Scope Enter below a summary of the project that may later be used as the project description in the FY 2024 Work Plan. Converting EcoLane to Trapeze to improve data quality,service,and coordination with other transit providers in the County and region. Project Justification/Business Case Provide responses to EACH of the questions below. Answer the questions as fully as possible. Enter Not Applicable(N/A)as appropriate. 1. Is this a New Project,Scope Change or Financial Change? New ❑ Scope ❑ Financial ❑ See Instructions for definitions la.If Scope Change or Financial Change-Indicate previous project ID 2. Is this project Operating,Capital or Both? Operating Capital ❑ Both ❑ 3. Is this a one-time request? Yes 0 No ❑ 4. What is the timeframe for the request? Are you requesting a full year of funds in FY24 or a partial year to be annualized in future fiscal years? One time request to improve transit operations. 5. Where is this project located,who will this project serve and how will it improve service or overall implementation of the Orange Transit Plan? Orange County Transportation Services Administration building and County transit fleet 6. Is this project programmed in the adopted Transit Plan FYs 2024-2030 Multi-Year Operating Program or Yes No ❑ ❑ ❑ 8. What is the expected outcome(s)if this request is funded? What is the alternative if the request is not funded? All residents and businesses in rural Orange County will continue receiving public transit services.If discontinued,it will have significant and detramental impact all incoroporated portions of the County. 10. For bus operating projects,please provide: a) Target Start Date b) Assets Used(Vehicles,etc.) c)Geographic Termini d) Major Destinations Served e) Annualized Revenue Hours FY24 Orange Transit Work Program Page 1 of 6 Request Form 8 f) Span of Service TIME PERIOD AM Peak g)Frequency Midday PM Peak Evening 11. If this is a bus operating project,which organization will operate the service? Orange County Transportation Services 12. If applicable,describe proposed responsibilities and duties for new staffing requests.Provide each major intended function,and the percentage of time devoted to each function. 13. List any other relevant information not addressed. 14. Please enter estimated revenues below. If there are other revenues besides Orange County Tax Revenue to support this request,please enter the anticipated revenue amounts next to the appropriate funding source for each fiscal year shown below. Revenue Tax Revenue FY24 FY25 FY26 FY27 FY28 FY29 FY30 Orange County Transit Tax Revenue 200,000 Other Revenue Federal - State Other Subtotal Other TOTAL REVENUE 200,000 16. 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% Salary&Fringes Contracts Bus Operations: Estimated Hours Cost per Hour Estimated Operating Cost Bus Leases Park&Ride Lease Other Other Subtotal:Bus Operations 200,000 Other(Describe) Other(Describe) Other(Describe) TOTAL OPERATING COSTS 200,000 17. Please enter Operating category that best represents the project above(This will be reviewed during Work Plan development) Bus Operations ❑ Transit Plan Administration ❑ Tax District Administration ❑ FY24 Orange Transit Work Program Page 2 of 6 Request Form 9 18. 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 Design Construction Equipment Land-Right of Way Other TOTAL CAPITAL COSTS 20. Please enter Capital category that best represents the project above (This will be reviewed during workplan development) Transit Infrastructure ❑ Vehicle Acquisition❑ BRT ❑ CRT❑ Other ❑ Assumptions for Costs and Revenues Above: 21.Please state any assumption(s)used to calculate the capital and operating dollars and revenues shown above. One time request based on quote received from vendor *Base year is the year of this project sheet submission. FY24 Orange Transit Work Program Page 3 of 6 Request Form 10 REQUEST# FY 2024 FY START DATE Orange Transit Work Plan Jul 2023 20OPTTS6 Request Form Total Project Cost Operating and/or Capital $ 132,762 Project Name Requesting Agency Project Contact Orange Transit Estimated Operating Cost Orange County Transportation FY 2024/Base Year* $ 132,762 Mobility on Demand Services Nishith Trivedi FY 2025 $ 445,875 Cumulative $ 3,989,842 Estimated Start Date Estimated Completion Notes Orange Transit Estimated Capital Cost FY 2024/Base Year* $ Jul-23 N/A Cumulative 1 $ Project Description/Scope Enter below a summary of the project that may later be used as the project description in the FY 2024 Work Plan. Mobility on Demand is a micro-transit service with same day reservation,using ADA accessible vehicles to service rural and urban areas. Project focuses specifically on underserved and Environmental Justice Community of Concern areas for access to urban areas 6-days a week(Monday thru Saturday)from 9 am-5 pm.Complete implementation of Phase I and II as approved in the 2022 Transit Plan Update.(former 20OPTTS6). Project Justification/Business Case Provide responses to EACH of the questions below. Answer the questions as fully as possible. Enter Not Applicable(N/A)as appropriate. 1. Is this a New Project,Scope Change or Financial Change? New ❑ Scope ❑ Financial ❑ See Instructions for definitions Ia.If Scope Change or Financial Change-Indicate previous project ID 20OPTTS06 2. Is this project Operating,Capital or Both? Operating ❑ Capital ❑ Both ❑ 3. Is this a one-time request? Yes ❑ No El 4. What is the timeframe for the request? Are you requesting a full year of funds in FY24 or a partial year to be annualized in future fiscal years? Full FY 2024 and continued into all future years S. Where is this project located,who will this project serve and how will it improve service or overall implementation of the Orange Transit Plan? All unincorporated portions of rural Orange County,connections to fixed routes and other transit agency services. 6. Is this project programmed in the adopted Transit Plan FYs 2024-2030 Multi-Year Operating Program or Yes Ll No ❑ ❑ ❑ 8. What is the expected outcome(s)if this request is funded? What is the alternative if the request is not funded? All residents and businesses in rural Orange County will continue receiving public transit services.If discontinued,it will have significant and detramental impact all incoroporated portions of the County. 10. For bus operating projects,please provide: a) Target Start Date 1-Jul-23 b) Assets Used(Vehicles,etc.) All ADA OCTS vehicles except those dedicated to Mobility-on-Demand c)Geographic Termini All unincorporated portions of Orange County,urbanized areas and connections other transit agency services d) Major Destinations Served Rural to urban,rural to rural,urban to rural,urban to urban e) Annualized Revenue Hours FY24 Orange Transit Work Program Page 1 of 6 Request Form 11 Weekday Saturday Sunday f) Span of Service Monday-Friday Saturday TIME PERIOD Weekday Saturday Sunday AM Peak 9:00 AM 9:00 AM g)Frequency Midday PM Peak Evening 5:00 PM 5:00 PM 11. If this is a bus operating project,which organization will operate the service? Orange County Transportation Services 12. If applicable,describe proposed responsibilities and duties for new staffing requests.Provide each major intended function,and the percentage of time devoted to each function. 13. List any other relevant information not addressed. 14. Please enter estimated revenues below. If there are other revenues besides Orange County Tax Revenue to support this request,please enter the anticipated revenue amounts next to the appropriate funding source for each fiscal year shown below. Revenue Tax Revenue FY24 FY25 FY26 FY27 FY28 FY29 FY30 Orange County Transit Tax Revenue 132,762 445,875 648,971 665,195 681,825 698,871 716,343 Other Revenue Federal - - - - - - - State Other Subtotal Other - - - - - - TOTAL REVENUE El32,762 445,875 648,971 665,195 681,825 698,871 716,343 16. 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% Salary&Fringes Contracts - - - Bus Operations: Estimated Hours 1,526 5,000 7,100 7,100 7,100 7,100 7,100 Cost per Hour 87 89 91 94 96 98 101 Estimated Operating Cost 132,762 445,875 648,971 665,195 681,825 698,871 716,343 Bus Leases - - - - - Park&Ride Lease Other Other Subtotal:Bus Operations 132,762 445,875 648,971 665,195 681,825 698,871 716,343 Other(Describe) - - - - - Other(Describe) Other(Describe) - - - - TOTAL OPERATING COSTS 132,762 445,875 1 648,971 665,195 681,825 698,871 716,343 17. Please enter Operating category that best represents the project above(This will be reviewed during Work Plan development) Bus Operations 0 Transit Plan Administration ❑ Tax District Administration ❑ FY24 Orange Transit Work Program Page 2 of 6 Request Form 12 18. 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 Design Construction Equipment Land-Right of Way Other TOTAL CAPITAL COSTS 20. Please enter Capital category that best represents the project above (This will be reviewed during workplan development) Transit Infrastructure ❑ Vehicle Acquisition❑ BRT ❑ CRT❑ Other ❑ Assumptions for Costs and Revenues Above: 21.Please state any assumption(s)used to calculate the capital and operating dollars and revenues shown above. Estimated hours based on service hours provided in FY 23 and projected in FY 24 and beyond.Max 10400 service hours planned *Base year is the year of this project sheet submission. FY24 Orange Transit Work Program Page 3 of 6 Request Form 13 REQUEST# FY 2024 FY START DATE Orange Transit Work Plan Jul 2025 Request Form Total Project Cost Operating and/or Capital $ zso,000 Project Name Requesting Agency Project Contact Orange Transit Estimated Operating Cost Base Year $ 250,000 on Demand Orange County Transportation Mobility Services Nishith Trivedi FY 2026 $ 250,000 Cumulative $ 250,000 Estimated Start Date Estimated Completion Notes Orange Transit Estimated Capital Cost Jul-23 Jun-24 One time capital purchase for 5 vans Base Year $ 250,000 Cumulative $ 250,000 Project Description/Scope Enter below a summary of the project that may later be used as the project description in the FY 2024 Work Plan. Purchase S EV or Hybrid minivans for Mobility-on-Demand transit service Project Justification/Business Case Provide responses to EACH of the questions below.Answer the questions as fully as possible. Enter Not Applicable (N/A)as appropriate. Please detail project justification This funding will support ADA upgrades to shared GoThangle,Chapel Hill Transit,and Orange County Public Transit Bus Stops. 1. Is this a New Project,Scope Change or Financial Change? New ❑ Scope ❑ Financial ❑ See Instructions for definitions la.If Scope Change or Financial Change-Indicate previous project ID 20OPTTS6 2. Is this project Operating,Capital or Both? Operating ❑ Capital ❑ Both ❑ 3. Is this a one-time request? Yes 0 No ❑ 4. What is the timeframe for the request?Are you requesting a full year of funds in FY25 or a partial year to be annualized in future fiscal years? Full year FY24 5. Where is this project located,who will this project serve and how will it improve service or overall implementation of the Orange Transit Plan? Rural and urban portions of Orange County 6. Is this project programmed in the adopted Transit Plan FYs 2025-2030 Multi-Year Operating Program or CIP? Yes 0 No ❑ 6a. If yes,how does this request relate to what was envisioned in the adopted Multi-Year Operating Program,CIP,or Orange Transit Plan?Specify which component(s)of the Multi- Year Operating Program,CIP,or Orange Transit Plan the request supports. Yes,this project is included in the Orange Transit Plan 6b. If no,is this project in addition to projects and services included in the adopted Multi-Year Operating Program,CIP,or Orange Transit Plan or in lieu of projects and services included in those programs/plans? FY25 Ornnge Transit Work Program Page 4 of 6 Request Furth 14 7- Is the request identified in any Orange Transit governing board-adopted plans,or any other SWG-endorsed Yes F-1 No F-]plans or studies? 7a.If yes,how does this request relate to what was envisioned in these adopted or SWG-endorsed plans or studies?Specify which component(s)of these plans or studies the request supports.Specify goals and outcomes desired by final project completion.If this request involves a capital or bus operating project,please include a map showing the location of the project as an attachment to this form. Yes,this project continues Mobility-on-Demand services 6 days a week. 8.What is the impact/alternative if the request is not funded? If the request is not funded,then microtransit services will be reduced. 9. For bus operating projects,please provide: b)Assets Used(Vehicles,etc.) c)Geographic Termini d) Major Destinations Served e)Annualized Revenue Hours Weekday Saturday Sunday f)Span of Service TIME PERIOD Weekday Saturday Sunday AM Peak g)Frequency Midday PM Peak Evening 10. List any Implementation Metrics/Deliverables. 5 vehicle purchases 11. Please enter estimated revenues below. If there are other revenues besides Orange County Tax Revenue to support this request,please enter the anticipated revenue amounts next to the appropriate funding source for each fiscal year shown below. Revenue Tax Revenue FY24 FY25 FY26 FY27 FY28 FY29 Orange County Transit Tax Revenue 250,000 - - -Other Revenue Federal - - - - - State - - - - - - Other - - - - - - Subtotal Other - - - - - - TOTALREVENUE 250,000 FY25 0-g,Transit Work Program Page 5 of 6 Request Fo 15 12. For Non Orange County Tax Revenue(federal,state,other),who is the proposed recipient(s)and who will be in charge of applying for the revenue(s)?Please provide status of other revenues(Application submitted,Committed,Awarded,Other). Orange County 13. Please enter estimated appropriations to support expenses. Enter FY 2025 and the estimated annualized cost in FY 2026 using the 2.5%growth factor,if applicable.The spreadsheet will calculate 2027 and beyond by 2.5%. If your project is not expected to have recurring costs in FY 2027 and/or beyond,delete the calculation(s)in columns E-H. Cost Break Down OPERATING COSTS FY24 FY25 FY26 FY27 FY28 FY29 Growth Factors 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) - - - -Other(Describe) - - - - - TOTAL OPERATING COSTS 14. Please enter Operating category that best represents the project above(This will be reviewed during Work Plan development) Bus Operations❑ Transit Plan Administration ❑ Tax District Administration ❑ 15. Please enter estimated appropriations to support contractual commitments and other expenses related to proposed capital projects. CAPITAL COSTS FY24 FY25 FY26 FY27 FY28 FY29 Planning Design Construction Equipment Land-Right of Way Other(Procurement) 250,000 TOTAL CAPITAL COSTS 250,000 16.For multi-phase capital projects,please indicate the respective fiscal quarter and fiscal year each phase will begin and end in the timeline below. Fiscal Quarter and Fiscal Year Fiscal Quarter and Fiscal Year End Begin Planning Design Construction Equipment Land-Right of Way Other(Procurement) FY24 Q3 FY24 Q4 17. Please enter Capital category that best represents the project above(This will be reviewed during workplan development) Transit Infrastructure ❑ Vehicle Acquisition[,] BRT❑ CRT❑ Other ❑ Assumptions for Costs and Revenues Above: 18.Please state any assumption(s)used to calculate the capital and operating dollars and revenues shown above. Quote based on County's Climate Action Plan and state approved vendor. FY250r ge Transit Work Program Pnge 6 of6 Req,,,t Forth 16 REQUEST q FY 2024 FY START DATE Orange Transit Work Plan Jul Project Amendment Request Form Operating and/or Capital Type of Amendment Minor ❑ Major I❑ 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 ansit Estimated Opera (1)Chapel Hill Transit Short Range Transit Caroline Dwyer Base Year Plan Update,(2)Transit Planner I,and(3) Chapel Hill Transit FY 2025 Bus Stop Amenities Technician cdwyer@townofchapelhill.or� Cumulative Estimated Start Date Estimated Completion Notes -Transit Estimated Capi Jan-24 N/A Base Year Cumulative Project Description/Scope Enter below a summary of the project amendment and impact on approved plan. (1)SRTP:CHT's last SRTP was completed in early 2020,prior to the COVID-19 pandemic.The impacts of COVID,including a nationwide shortage of transit operators significantly impacted CHT's ability to implement planned improvements.Additionally,post-COVID patterns of development,ridership,and employment are challenging the feasibility of assumptions in the 2020 SRTP.Updating this plan provides an opportunity to revisit this plan and its assumptions and to make changes to planned improvements to better serve Chapel Hill,Carrboro,Orange County,and the 40,000 people who commute into Chapel Hill each day. Reallocating the funding for service improvements that cannot be implemented due to operator shortages means this amendment has a net-zero financial impact on the FY24 Orange County Transit Work Plan.(2)Transit Planner I:This is an entry level position reporting to CHT's Transit Planning Manager and supporting all aspects of transit planning,operations,and capital investments.This person will primarily focus on CHT's SRTP update project and day-to-day operating and service planning.CHT is requesting one year of funding,to more expeditiously meet critical staffing needs while exploring options for long-term funding sources.3) Bus Stop Amenities Technician:This staff member will directly support our maintence team,enhancing CHT's ability to clean,maintain,and repair our 535+transit stops and amenities.CHT currently has one staff member responsible for this enormous task.Well-maintained stop amenities also extend the life of transit plan investments in bus stops,reducing future funding needs. 1. Enter Orange Transit Project lD(s)to Increase Appropriation Project ID Project Category Amount Recurring Amount Notes Chapel Hill Transit Operations- Short Range Transit $150,000 New project Plan Update Planning TPA-Transit Transit Planner I Planning Support $90,000 0 New Project Staff Bus Stop Amenities TPA-Project Implementation $60,000 0 New Project Technician Staff TOTAL $ 300,000 2. Orange Transit Project ID(s)to Reduce Project ID Project Appropriation Amount Recurring Amount Notes Category 17 24CHT_TS1 HS Route-Weekend Operations-Bus $ (104,625) Improvements to the HS Route will be implemented in FY25 Service Operations Q3,as budgeted in the adopted Orange County Transit Plan Update 23CHT_TS1 CW Route-improve Operations-Bus $ (195,375) Improvements to the CW Route will be reinstated in FY25 midday service Operations Q3,as budgeted in the adopted Orange County Transit Plan Update TOTAL $ (300,000) 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 ❑ 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 Q3 6. What is the expected outcome(s)if this request is funded? What is the alternative if the request is not funded? If this request is funded,resources will be reallocated from projects that can't currently be implemented to project with more immediate funding needs.If this amendment is not requested,the described projects/positions will be delayed or possible discontinued. 7. List any other relevant information not addressed. This amendment request has a net-zero financial impact on FY24 and no impact on the adopted transit plan beyond the current fiscal year. 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 Growth Factors 2.50% 2.50% 2.50% 2.50% 2.50% 2.50% Salary&Fringes 150,000 Contracts 150,000 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 300,000 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 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) 18 Operating costs include one year of funding for two(2)transit positions based on the Town of Chapel Hill's approved classification and compensation schedule (Transit Planner I,Grade 112;Bus Stop Amenities Technician,Grade 208).Capital funding for SUP update is based on recently executed competitive planning contracts.