HomeMy WebLinkAboutAgenda - 11-07-2024; 8-i - Orange County FY25 Quarter 2 Annual Work Program Amendments 1
ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: November 7, 2024
Action Agenda
Item No. 8-i
SUBJECT: Orange County FY25 Quarter 2 Annual Work Program Amendments
DEPARTMENT: Orange County Transportation Services (OCTS)
ATTACHMENT(S): INFORMATION CONTACT:
FY25 Q2 AWP Amendments Nishith Trivedi, Transportation Director,
919-245-2007
PURPOSE: To approve FY25 Quarter 2 Amendments to the Annual Work Program (AWP).
BACKGROUND: GoTriangle has requested the FY25 Orange County Annual Work Program be
amended to incorporate two changes.
Hillsborough Park and Ride
Change construction project sponsor from Orange County to GoTriangle following the decision
between GoTriangle and Orange County.
GoTriangle PHEV Operations Support Vehicles
GoTriangle is requesting a non-federal match to purchase 16 Plug-in Hybrid Electric Vehicles for
Operations, Operations Supervision and Maintenance. These vehicles are necessary to support
the sustainable delivery and quality of transit-plan funded GoTriangle expansion services that
necessitate additional usage of support vehicles (vehicle miles)for Operations/ Road supervision,
Operator positioning / relief, and maintenance activities. Cost Split: GoTriangle/Federal - 80%,
Wake 14%, Durham 4%, Orange 2%.
The amendments were publicized for a 21-day public review period starting September 18, 2024.
No comments were received.
Orange County Staff Work Group - October 16, 2024
The Staff Work Group unanimously recommended Orange County approve this FY25 Q2 AWP
Amendments.
FINANCIAL IMPACT: The amendment results in $25,000 from the FY25 Annual Work Program
fund balance be allocated to GoTriangle for PHEV Operations Support Service.
ALIGNMENT WITH STRATEGIC PLAN: This item supports:
• GOAL 4: MULTI-MODAL TRANSPORTATION
OBJECTIVE 2. Increase community awareness of all modes of transportation including
transit, bike and pedestrian, vehicle, and all other modes.
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OBJECTIVE 3. Support road projects that address congestion and reduce commute time
using the County's Complete Streets policy.
OBJECTIVE 4. Coordinate transit investments with municipal and county land use planning
to reduce vehicle miles travelled and to provide more equitable access to shopping,
employment, medical centers, college campuses, etc.
OBJECTIVE 6. Update transportation related plans to provide more multi- modal options
including rural Orange County.
RECOMMENDATION(S): The Manager recommends that the Board approve the Orange County
FY25 Q2 AWP amendments.
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REQUEST# FY 2025 FY START DATE
Orange Transit Work Plan Jul 2025
20OPTCD2 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;
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
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.
w/Amended Project Narn Requesting Agency Project Contact Transit Estimated Operati
Jay Heikes Base Year $ -
Hillsborough Park and GoTriangle FY 2026 $ -
Ride
jheikesk ot�rian lg e.org Cumulative $ -
e Transit Estimated Capita
Base Year $ 800,000
Cumulative
Project Description/Scop Enter below a summary of the project amendment and impact on approved plan.
Change construction project sponsor from Orange County to GoTriangle following decision between GoTriangle and
Orange County.
FY25 Durham Transit Work Program
Page 1 of 3 Request Form
4
1. Enter Orange Transit Project ID(s)to Increase
Appropriati Recurring
Project ID Project on Category Amount Amount Notes
Hillsborough Transit
No Change to project scope or cost to Orange
New Park and Infrastructur 800,000.00
County Transit Plan
Ride e
TOTAL $ 800,000 $ -
2. Orange Transit Project ID(s)to Reduce
Appropriati Recurring
Project ID Project Amount Notes
on Category Amount
20OPTCD2 Hillsborough Transit $ 800,000 $ -
Park and
Infrastructur
$ 800,000 $ -
3. Impact on Transit Plan Project Costs
From above, indicate whether amounts impact operating or capita Estimated Operating Cost Current Year $ -
Transit Plan. Recurring $ -
-
Estimated Capital Cost Base Year $$
Cumulative -
4. Is this New/Amended project Operating, Capital i Operating ❑pital ❑oth ❑
S. What is the timeframe for the request? Are you requesting a full year of funds or a partial year to be annualized in
Full Year FY25
6. What is the expected outcome(s) if this request is funded? What is the alternative if the request is not funded?
GoTriangle will construct the Hillsborough Park and Ride
7. List any other relevant information not addressed.
FY25 Durham Transit Work Program
Page 2 of 3 Request Form
5
8. 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
Cost Break Down of Project Request
OPERATING COSTS(If App FY25 FY26 FY27 FY28 FY29 FY30 FY31
Growth Factors 2.50% 2.50% 2.50% 2.50% 2.50% 2.50%
Administration - - - - -
Bus Operations:
Estimated Hours - - - - -
Cost per Hour - - - - -
Estimated Operating Cost - - - - - - -
Bus Leases - - - - -
Park& Ride Lease - - - - -
Maintenance - - - - -
Other - - - - -
Subtotal: Bus Operations - - - - - - -
Operating Fare Collection -
Operating Youth GoPass - - - - - -
TOTAL OPERATING COST - - - - - - -
9. Please enter estimated appropriations to support contractual commitments and other expenses related to
CAPITAL COSTS FY25 FY26 FY27 FY28 FY29 FY30 FY31
Planning
Design
Construction 800,000
Equipment
Land - Right of Way
Other
TOTAL CAPITAL COSTS 800,000 - - - - - -
Assumptions for Costs and Revenues Above:
10. Please state any assumption(s) used to calculate the capital and operating dollars and revenues shown above. (inch
no new Orange County Transit Plan funds requested
FY25 Durham Transit Work Program
Page 3 of 3 Request Form
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REQUEST# FY 2025 FY START DATE
Orange Transit Work Plan Jul 2025
TBD 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;
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
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.
ew/Amended Project Nam Requesting Agency Project Contact Transit Estimated Operati
GoTriangle PHEV Jay Heikes Base Year $ -
Operations Support GoTriangle FY 2026 $ -
Vehicles jheikes( oyian lg eI.M Cumulative $ -
e Transit Estimated Capita
Base Year $ 25,000
Cumulative
Project Description/Scope Enter below a summary of the project amendment and impact on approved plan.
GoTriangle is requesting a non-federal match to purchase 16 Plug-in Hybrid Electric Vehicles for Operations, Operations
Supervision and Maintenance.These vehicles are necessary to support the sustainable delivery and quality of transit-plan
funded GoTriangle expansion services that necessitate additional usage of support vehicles (vehicle miles)for Operations/
Road supervision, Operator positioning/relief, and maintenance activities. Cost Split: GoTriangle/Federal -80%, Wake 14%,
Durham 4%, Orange 2%.
FY25 Durham Transit Work Program
Pagel of 3 Request Form
7
1. Enter Orange Transit Project ID(s)to Increase
Appropriatio Recurring
Project ID Project n Category Amount Amount Notes
GoTriangle
PHEV
New Operations VP 25,000.00
Support
Vehicles
TOTAL $ 25,000 $ -
2. Orange Transit Project ID(s)to Reduce
Appropriatio Recurring
Project ID Project Amount Notes
n Category Amount
3. Impact on Transit Plan Project Costs
From above,indicate whether amounts impact operating or capital I Estimated Operating Cost Current Year $ 25,000
Transit Plan. Recurring
Estimated Capital Cost Base Year
Cumulative $ -
4. Is this New/Amended project Operating,Capital or Operating ❑pital Ejoth ❑
5. What is the timeframe for the request? Are you requesting a full year of funds or a partial year to be annualized in
Full Year FY25, one time
6. What is the expected outcome(s) if this request is funded? What is the alternative if the request is not funded?
Sustainable delivery and quality of Transit-plan funded expansion service would degrade without adequate support vehicles
for Operations/Road supervision, Operator Relief/Positioning,and Maintance.
7. List any other relevant information not addressed.
FY25 Durham Transit Work Program
Page 2 of 3 Request Form
8
8. 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
Cost Break Down of Project Request
OPERATING COSTS(If Appl E!E]
FY26 FY27 FY28 FY29 FY30 FY31
Growth Factors 2.50% 2.50% 2.50% 2.50% 2.50% 2.50%
Administration - - - - -
Bus Operations:
Estimated Hours - - - - -
Cost per Hour - - - - -
Estimated Operating Cost - - - - - - -
Bus Leases - - - - -
Park& Ride Lease - - - - -
Maintenance - - - - -
Other - - - - -
Subtotal: Bus Operations - - - - - - -
Operating Fare Collection -
Operating Youth GoPass - - - - - -
TOTAL OPERATING COSTSI - - - - - -
9. Please enter estimated appropriations to support contractual commitments and other expenses related to proposed
CAPITAL COSTS FY25 FY26 FY27 FY28 FY29 FY30 FY31
Planning
Design
Construction
Equipment 25,000
Land - Right of Way
Other
TOTAL CAPITAL COSTS 25,000 - - - - - -
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 4
Wake Transit: $175,000
Durham Transit: $50,000
Orange Transit: $25,000
GoTriangle/ Federal: $1,000,000
FY25 Durham Transit Work Program
Page 3 of 3 Request Form