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HomeMy WebLinkAboutAgenda 02-17-2026; 6-a - FY26 Q2 Annual Work Program Amendments for Transit 1 ORANGE COUNTY BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: February 17, 2026 Action Agenda Item No. 6-a SUBJECT: FY26 Q2 Annual Work Program Amendments for Transit DEPARTMENT: Transportation Services ATTACHMENT(S): NFORMATION CONTACT: 1. FY26 Q2 AWP Amendments Sarah Williamson, Interim Transportation 2. Presentation Director, 919-245-2102 PURPOSE: To consider FY26 Quarter 2 (Q2) Amendments to the Annual Work Program (AWP) for transit. BACKGROUND: The Orange County Staff Working Group (SWG) held a special meeting on Friday, October 31, 2025, to consider proposed amendments to the Annual Work Program. Agencies submitted amendments to the Staff Working Group which were subsequently distributed for public comment. No public comments were received. The Staff Working Group recommended that the BOCC approve the attached AWP FY26 Q2 amendments as a slate. 1. GoTriangle: Service Planning Staff GoTriangle has requested $37,908 to replace existing approved funding from GoTriangle and Wake Transit with Orange County Transit funding. The approved cost-sharing table for GoTriangle staff is as shown below: GOTRIANGLE ORANGE WAKE DURHAM Transit Services Planning Manager 65% 0% 35% 0% Senior Transit Service Scheduler 65% 0% 35% 0% Transit Service Planner II 65% 0% 35% 0% Transit Service Planner 65% 0% 35% 0% Total 2.6 FTEs 1.4 FTEs The proposed Annual Work Plan amendment would change the cost-share to the followin GOTRIANGLE ORANGE WAKE DURHAM Transit Services Planning Manager 50% 8.25% 25.25% 16.5% Senior Transit Service Scheduler 50% 8.25% 25.25% 16.5% Transit Service Planner II 50% 8.25% 25.25% 16.5% Transit Service Planner 50% 8.25% 25.25% 16.5% Total 2 FTEs .33 FTEs 1 FTEs .66 FTEs Article II, section 2.036, of the Transit Governance Interlocal Agreement states supplantation, "the opportunity for parties to this agreement to use certain funding sources to replace existing funds or other resources for public transportation systems," is not allowed for sales and use Taxes for Public Transportation or Regional Transit Authority Registration Tax. 2 Additionally, the supporting documentation from GoTriangle references a staffing analysis conducted by Wake County in 2018 that Orange County did not endorse or participate in. Wake County is currently in the process of revisiting and updating this, and the outcomes will remain unknown for several months. Regardless of any updates, Orange County may not be able to match Wake's rate of funding due to the significant differences in available funding resources between the two counties. Durham County was asked to share funding for this position — as shown on the tables — and the request was not approved by the Staff Working Group. FINANCIAL IMPACT: The amendment impact for FY26 is $37,908 on the approved FY26 Orange County Annual Work Program. 2. GoTriangle: Route 800 GoTriangle has requested additional funding for Route 800 from both Orange and Durham counties, citing unforeseen congestion creating service delays as justification for increased operating costs. Route 800's on-time performance rate for October was 74.4%, slightly below GoTriangle's overall on-time performance rate of 82.9% for the same period. This request would continue a pattern of increasing funding for Route 800 for a cumulative 99% increase from the base year 2024. ORANGE ORANGE ORANGE REQUEST CHANGE ANNUAL CHANGE AMOUNT COST PERCENT FY24: Base Year $430,262 FY24: FY25 Estimate $122,735 $552,997 28% FY25 $88,651 $641,648 16% FY26 $383 $642,031 <.01% FY26: Q2 Amendment $123,370 $765,401 19% FY27: FY26 Q2 Amendment $216,878 $858,909 12% TOTAL $428,647 99% The Durham County Staff Working Group did not approve this request in Q2, or in Q3 when it was reconsidered. This request was not presented to Durham County Board of Commissioners for its consideration. GoTriangle Route 800 provides all-day/every-day regional connections along NC-54 and 1-40 between the University of Chapel Hill (UNC) Hospitals and the Regional Transit Center and serves people traveling between Chapel Hill, Southpoint, Research Training Park (RTP), and Raleigh at off-peak times. FINANCIAL IMPACT: The amendment impact for FY26 is $123,370 on the approved FY26 Orange County Annual Work Program. 3. Chapel Hill Transit: Amendment to Existing Project Name & Scope Chapel Hill Transit (CHT) is requesting two (2) amendments to support the North-South Bus Rapid Transit (NSBRT) project, and the twenty percent (20%) nonfederal match, anticipated when the request was made. 3 CHT received a 60% design cost estimate for the NSBRT this past summer. This updated estimate is more than $10 million higher than prior estimates and includes $20 million for property acquisition, according to CHT staff. The latest update provided by Chapel Hill Transit Staff to Orange County places the total cost of the project at$188 million. The proposed amendments add $5.8 million to the$32.3 million in existing financial commitments from the Prior Transit Work Plans, CHT Partners, and the Town of Chapel Hill. EXISTING FINANCIAL COMMITMENTS AMOUNT Prior Transit Tax Annual Work Plans $29,125,000 CHT Partners $2,000,000 Town of Chapel Hill $1,144,322 TOTAL $32,269,322 PROPOSED AWP FY26 Q2 AMMENDMENTS Route NS Vehicles $2,065,267 Converting from Operating to Capital $3,765,411 TOTAL $5,830,678 GRAND TOTAL $38,100,000 CHT is requesting to amend the FY26 Annual Transit Work Program for vehicle acquisition to more explicitly describe the use and purpose of already-allocated funding and to incorporate NSBRT progress. The Annual Work Plan currently provides $2,065,267 for Chapel Hill Transit to purchase two (2) vehicles for the existing North-South Route. The proposed amendment would clarify that those vehicles would be dedicated to the NSBRT project when construction is completed. The 60-foot diesel vehicles will be uniquely branded and custom fabricated to serve NSBRT's elevated station platforms, communicate with systems unique to BRT, and provide enhanced BRT amenities. The vehicles will not be interchangeable with the rest of the CHT fleet due to Federl Transit Administration (FTA) requirements that vehicles purchased for this program are not used for any other purpose other. CHT proposes purchasing NSBRT vehicles in the current year, so that the vehicles are delivered approximately twelve (12) months prior to the launch of NSBRT revenue service. The year of lead time is required for vehicle/systems acceptance and testing and operator training. On Tuesday, January 27, 2026, CHT contacted the County's Transportation Services Department and stated: "We've made a few changes to NSBRT's funding sources, and we would like to remove our requests from the Staff Working Group's recommended Q2 amendments." In accordance with the interlocal agreement, the process for supporting CHT's request is for the Board of Commissioners to reject the AWP Q2 Amendment. FINANCIAL IMPACT: The amendment has a net zero impact on the approved FY26 Orange County Annual Work Program. 4 4. Chapel Hill Transit: Converting Operating to NSBRT Capital CHT is requesting to reallocate$3.7 million in FY26 to FY29 operating funds currently designated for staffing to improve service on four (4) existing routes to capital funds to be used as part of a local match for the North-South Bus Rapid Transit project. The funds are currently programmed to increase service span and frequency on the following CHT routes: • Route CW: Improve weekday midday service, • Route HS: Add weekend service, • Route NS: Reduce peak headways to six minutes, and • Route D: Extend route's eastern terminus to Patterson Place. Chapel Hill Transit has stated, "unfortunately, we simply do not have enough operators to implement these projects at this time," and if the amendment is approved, there will be no operating impact because the services are not currently in operation. The operator positions will be re-considered as part of CHT's Short Range Transit Plan. CHT is not requesting changes to the timing of the allocations designated to occur over three fiscal years. ID EXISTING FY26 FY27 FY28 FY29 TOTAL PROJECT 23CHTTS01 Route CW: ($102,750) ($210,443) ($215,700) ($221,100) ($749,993) Improve Midday Service 24CHTTS01 Route HS: ($86,150) ($176,600) ($181,000) ($185,500) ($629,250) Weekend Service 26CHTTS13 Route NS: ($322,679) ($330,740) ($339,020) ($992,439) Eubanks-Southern Village 26CHTTS14 Route D: UNC- ($453,153) ($464,474) ($476,102) ($1,393,729) Patterson Place 20CHTCD03 BRT—North- $188,900 $1,162,875 $1,191,914 $1,221,722 $3,765,411 South Chapel Hill Transit has requested this item also be removed from the Staff Working Group's recommended Q2 amendments. FINANCIAL IMPACT: The amendment has a net zero impact on the approved FY26 Orange County Annual Work Program over three years. ALIGNMENT WITH STRATEGIC PLAN: This item supports: • GOAL 4: MULTI-MODAL TRANSPORTATION OBJECTIVE 1. Identify priorities and resources necessary to implement the Orange County Transit Plan. RECOMMENDATION(S): The Manager recommends that the Board reject the AWP FY26 Q2 amendments, as a slate, and request that the SWG hold the associated funds in undesignated fund balance for future application. 5 Project ID FY 2026 FY START DATE Orange Transit Work Plan Jul 2025 New Project Amendment Request Farm 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 I.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(FY 2026) $ 37,908 Service Planning Staff-0.34 FTE GOTriangle Jay Heikes FY 2027 $ 38,856 1heikes of otnan le.or Cumulative FY28-FY32 $ 286,108 Oran a Transit Estimated Capital Cost Base Yeaf(FY 2026) $ Cumulative FY27-FY32 $ Project Description/Scope Enter below a summary of the project amendment and impact on approved plan. The Orange Transit Plan funds expansion services in Durham County.For example,GoTriangle receives funding for bus service provided to Orange County residents and visitors on the 400,800,700,CRX and ODX.A service planning team member must develop,and plan these services through external coordination with transit plan partners,stakeholders, riders,and the public through transit plan updates,short range service plans,annual work programs.A service planning team member must prepare and implement new expansion services including realignments,stop changes,span and frequency changes,and timing changes by following established coordination and engagement practices among transit plan partners,stakeholders,riders,and the public;preparing required service analysis,prepare materials for review by governing bodies,and final alignments,route schedules,vehicle schedules,and operator schedules.A service planning team member must monitor the performance of the service to make adjustments to schedules and patterns to optimize the efficiency and effectiveness of the service to ensure that the service is delivered in a satisfactory manner.The Servie Planning Team also conducts data analyis and prepares budgets and reports for these services. 2.Enter Orange Transit Project ID(s)to Increase Project I Project Appropriation Amount Recurring Notes Category Amount TOTAL $ $ 2.Orange Transit Project ID(s)to Reduce Project I Project Appropriation Amount Recurring Notes Category Amount TOTAL $ - $ 3.Impact on Transit Plan Project Costs From above,indicate whether amounts impact operating or capital budgets in Orange Current Year $ 37,908 Transit Plan. Estimated Operating Cast Recurring(FY27) $ 38,856 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? To beg!nluly 2025 and reoccur every year. 6.What is the expected outcome(s)if this request is funded?What is the alternative if the request is not funded? Completion of service planning tasks is essential to the sustainable and reliable delivery of expansion bus service in Durham County.If service planning isnot undertaken,then service delivery,monitoring and reporting does not occur. 7.List any other relevant information not addressed. E. Please enter estimated appropriations to support expenses.Enter FV 2026 and the estimated annualized cost in FV 2027 using the 2.S%growth factor,if applicable.The spreadsheet will calculate 2028 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-I. Cost Break Down of Project Request OPE RATING COSTS FY26 FY27 FY28 FY29 FY30 FY31 FY32 Growth Factors 2.50% 2.50% 2.50% 2.50% 2.50% Salary&Fringes 37,908 38,856 39,827 1 40,823 41,843 42,889 43,962 Contracts Bus Operations: Estimated Hours Cost er Hour Estimated Operating Cost Bus Leases Park&Ride Lease Other Other Subtotal:Bus Operations Operating Fare Collection Operating Youth GoPass TOTAL OPERATING COSTS 37,908 38,856 39,827 40,823 1 41,843 1 42,889 43,962 9.Please enter estimated appropriations to support contractual commitments and other expenses related to proposed capital projects. CAPITAL COSTS FY26 FY27 Fy28 Fy29 FY30 FY31 FY32 Planning Design Construction E u ent Land-Right of Way eac Iors rvzsawzrr�,�,w;aozreo, 6 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) This request Is for a new project to fund a portion of an HE to support that work.Wake County Transit Plan already funds 1 FTE and GoTriangle will request funding from the Durham County Transit Plan for 0.66 HE as well.The average budget for salary and benefits of the four member service planning team at GoTriangle is$111,494.66%of this amount is$73,586 and will be requested in FY26 as the fourth staff person on this team started in July 2025.This FTE allocation of 0.34 will be split among the four employees equally to reflect the balance of work undertaken by members of the team.In FY27 the service planning team will oversee the delivery of 200,000 revenue hours of service affected by transit plan funded expansion.Using the estimate of revenue hours per service planner,included in the 2018 Wake Transit Staffing Study,transit plan funding is warranted for two positions. Based among the split of revenue hours among the counties GoTriangle proposes to fund the 2 positions as follows:Wake 1,Durham 0.66,Orange 0.34 axr 2 11 Fvzso�srr�,��w�ao� 7 Triangle MEMO Date: August 29, 2025 From: Meg Scully, Jay Heikes, GoTriangle Re: Q2 Amendment Request for FY26 Orange Transit Workprogram —GoTriangle Service Planning Staff The Orange Transit Plan funds expansion services in Orange County. For example, GoTriangle receives funding for bus service provided to Orange County residents and visitors on the 400, 800, CRX, and ODX. A service planning team member must develop and plan these services through external coordination with transit plan partners, stakeholders, riders, and the public through transit plan updates, short range service plans, annual work programs. A service planning team member must prepare and implement new expansion services including realignments, stop changes, span and frequency changes, and timing changes by following established coordination and engagement practices among transit plan partners, stakeholders, riders, and the public; preparing required service analysis, prepare materials for review by governing bodies, and final alignments, route schedules, vehicle schedules, and operator schedules. A service planning team member must monitor the performance of the service to make adjustments to schedules and patterns to optimize the efficiency and effectiveness of the service to ensure that the service is delivered in a satisfactory manner. The Service Planning Team also conducts data analysis and prepares budgets and reports for these services. This request is for a new project to fund a portion of an FTE (0.34 FTE) to support that work. Wake County Transit Plan already funds 1 FTE and GoTriangle will request funding from the Durham County Transit Plan for 0.66 FTE as well. The average budget for salary and benefits of the four-member service planning team at GoTriangle is $111,494. 34% of this amount is $37,908 and will be requested in FY26 as the fourth staff person on this team started in July 2025. This FTE allocation of 0.34 will be split among the four employees equally to reflect the balance of work undertaken by members of the team. In FY27 the service planning team will oversee the delivery of 200,000 revenue hours of service affected by transit plan funded expansion. Using the estimate of revenue hours per service planner, included in the 2018 Wake Transit Staffing Study, transit plan funding is warranted for two positions. Based among the split of revenue hours among the counties GoTriangle proposes to fund the 2 positions as follows: Wake 1, Durham 0.66, Orange 0.34 4600 Emperor Blvd., Suite 100, Durham, NC 27703 1 gotriangle.org 8 Project ID FY 2026 FY START DATE Orange Transit Work Plan Jul 2025 2000TTS2 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 AgencyProject Contact Orange Transit Estimated Operating Cost Base Year(FY 2026) $ 123,370 Route 800 Improvements GoTriangle Jay Heikes FY 2027 $ 216,878 'heikes&otnan le.or^ Cumulative FY29-FY32 $ 1,508,728 Orange Transit Estimated Ca ital Cast Base Yea r(FY 2026) $ Cumulative FY27-FY32 $ Project Description/Scope Enter below a summary of the project amendment and impact on approved plan. This request is for additional resources maintain on-time performance on Route 800 while sill delivering frequency and span consistent with the.Ora nge Transit Plan.This request Is for five additional revenue hours during weekday afternoons on Route 800 to provide sufficient cycle time,inclusive of run-time,schedule recovery,and layover time to account for 800 isingly variable and congested travel times.This request includes a partial year of incremental costs In FY26,starting in December,and a full year of future year costs for Route mprovements. Route 800 provides all-day/every-day regional connections along NC-54 and I-40 between UNC Hospitals and Regional Transit Center and serves people traveling between Chapel Hill,Southpoint,RTP,and Raleigh at off-peak times.Substantial growth continues to occur along the corridor,driving demand for Orange County residents,employees,and visitors to travel along this corridor.This project includes all off-peak span and frequency improvements to GoTriangle Route 800(Chapel Hill-Southpoint-RTC)since the Tax District began providing funding for it.On Route 800: -Weekday midday frequency was increased from 60 to 30 minutes. -Saturday daytime frequency was increased from 60 to 30 minutes. -Saturday evening service was extended from 7:15 PM to 11:20 PM. 1.Enter Orange Transit Project ID(s)to Increase Appropriation Amount Recurring Notes Project ID Project Category Amount 20GOTTS2 Route 800 Transit Service 1$ 123,370 1 $216,878 TOTAL $ 123,370 $ 216,878 2.Orange Transit Project ID(s)to Reduce Project 10 Project Appropriation Amount Recurring Notes Category Amount TOTAL $ - $ 3.Impact on Transit Plan Project Costs From above,Indicate whether amounts Impact operating or capital budgets In Orange Current Year 5 123,370 Transit Plan. Estimated Operating Cost Recurring $ 216,878 Estimated Capital Cost ease 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? Half Year FY26,Full Year in FY27 and forward 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,GoTriangle will extend the duration that a fifth vehicle operates on Route 800,providing improved on-time pefarmance on Weekdays.If this request is not funded either 1)Route 800 will continue to have insufficient resources to maintain on-time performance or 2)Span and/or frequency will be reduced to add additional run-time to maintain on-time performance 7.List any other relevant information not addressed. Cycle times(round trip+layovers)are routinely exceeding 120 minutes resulting 1n late trips.Adding a fifth vehicle to Route 800 will enable the route to stay within its cycle time and prevent cascading delays on weekday afternoons.It will ensure that riders are able to.reliable make transfers from Route 800 to Chapel Hill Transit and 0CPT Routes in Chapel Hill, GoOurham Routes in Durham along NC 54,and other GoTriangle Routes at Regional Transit Center. B.Please enter estimated appropriations to support expenses.Enter FY 2026 and the estimated annualized cost in FY 2027 using the 2.S%growth factor,if applicable.The spreadsheet will calculate 2028 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 E4. Cost Break Dow,of Project Request OPERATING COSTS FY26 FY27 FYI8 FY29 FY30 FY31 F]9.1,.3. Growth Factors 2.50% 2.50% 2.50% 2.50% 2. Salary&Fringes Contracts Bus 0 erations: Estimated Hours Cost per Hour Estimated Operating Cost Bus Leases Park&Ride Lease Other Other Subtotal:Bus Operations 765,401 874,959 896,833 919,254 942,235 965,791 Operating Fare Collection Operating Youth GoPass TOTAL OPERATING COSTS 765,401 874,959 8%,933 919,254 942,235 %5,791 9.Please enter estimated appropriations to support contractual commitments and other expenses related to proposed capital projects. CAPITALCOSTS FY2g FY27 I FY28 FY29 FY30 FY31 FY32 Planning esc I ors Fvzso�scr�,�rw;ao� 9 Desi n Construction Equipment Land-Right of Wa 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) Values in table 8 reflect total cast of Route 800.Incremental costs are reflected in tables 1-3 and in project sheet header block. eac orz tVzso�scr�,�rw�ao� 10 Triangle MEMO Date: August 29, 2025 From: Jay Heikes, GoTriangle Re: Q2 Amendment Request for FY26 Orange Transit Workprogram — Route 800 The Orange Transit Plan funds expansion service in Orange County on Route 800. Route 800 provides all- day/every-day regional connections along NC-54 and 1-40 between UNC Hospitals and Regional Transit Center and serves people traveling between Chapel Hill, Southpoint, RTP, and Raleigh at off-peak times. Substantial growth continues to occur along the corridor, driving demand for Orange County residents, employees, and visitors to travel along this corridor. This project includes all off-peak span and frequency improvements to GoTriangle Route 800 (Chapel Hill - Southpoint - RTC) since the Tax District began providing funding for it. On Route 800: - Weekday midday frequency was increased from 60 to 30 minutes. - Saturday daytime frequency was increased from 60 to 30 minutes. - Saturday evening service was extended from 7:15 PM to 11:20 PM. - Sunday service was added from 6:45 AM to 10 PM. Costs are allocated 50%to Durham County and 50% to Orange. This request is for additional resources maintain on-time performance on Route 800 while sill delivering frequency and span consistent with the Orange Transit Plan. This request is for five additional revenue hours on Route 800 to provide sufficient cycle time, inclusive of run-time, schedule recovery, and layover time to account for increasingly variable and congested travel times. Cycle times (round trip + layovers) are routinely exceeding 120 minutes, resulting in late trips. Adding a fifth vehicle to Route 800 will enable the route to stay within its cycle time and prevent cascading delays on weekday afternoons. It will ensure that riders are able to reliable make transfers from Route 800 to Chapel Hill Transit and OCPT Routes in Chapel Hill, GoDurham Routes in Durham along NC 54, and other GoTriangle Routes at Regional Transit Center. This request includes a partial year of incremental costs in FY26, starting in December, and a full year of future year costs for Route 800 improvements. 4600 Emperor Blvd., Suite 100, Durham, NC 27703 1 gotriangle.org 11 REQUEST# FY 2026 FY START DATE Orange Transit Work Plan Jul 2025 26CHTVP15 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 Estimated Operating Cost Caroline Dwyer Base Year Route NSBRT Vehicles Chapel Hill Transit FY 2025 cdwyer@townofchapelhill.or� Cumulative Estimated Start Date Estimated Completion Notes Capital Cost Jul-25 Jan-29 Base Year $ 2,065,267 Cumulative $ 2,065,267 Project Description/Scope Enter below a summary of the project amendment and impact on approved plan. Amend project description and scope to clarify use of funds 1. Enter Orange Transit Project ID(s)to Increase Appropriation Project ID Project Category Amount Recurring Amount Notes TOTAL 2. Orange Transit Project ID(s)to Reduce Project ID Project Appropriation Amount 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 $ No changes to Estimated Capital Cost Base Year project 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? 12 No changes requested 6. What is the expected outcome(s)if this request is funded? What is the alternative if the request is not funded? N/A 7. List any other relevant information not addressed. This amendment request has no fiscal impact on the adopted transit plan. 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 FY26 FY27 FY28 FY29 FY30 FY31 FY32 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 FY26 FY27 FY28 FY29 FY30 FY31 FY32 Planning Design Construction Vehicles 2,065,267 Land-Right of Way Other TOTAL CAPITAL COSTS 2,065,267 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) N/A 13 Chnpel Hill 1ronsit DATE: August 5, 2025 TO: Orange County Staff Working Group FROM: Caroline Dwyer, Chapel Hill Transit RE: Requested Amendments to FY26 Orange County Annual Transit Workplan REQUEST SUMMARY Chapel Hill Transit (CHT) is requesting the following amendment to a capital project included in the FY 2026 Orange County Annual Transit Workplan, as further described in this memo. This amendment clarifies the name and description of a project in Orange County's adopted FY26 Annual Transit Workplan. No other changes are requested. TYPE EXISTING EXISTING ID AMOUNT NOTES PROJECT DESCRIPTION Existing Route NS Vehicle acquisitions 26CHTVP15 $2,065,267 Previously two project Vehicles projects (26CHTVP15 and 25CHTVP15), combined into one project in the FY26 AWP NEED Amendment to Existing Project: Name & Scope Change We are requesting to amend the FY26 Annual Transit Workplan to more explicitly describe the use and purpose of already-allocated funding and to incorporate NSBRT's progress, which will replace CHT's existing NS Route. CHT must clearly demonstrate all NSBRT funding sources to the Federal Transit Administration (FTA) as part of the project's risk and readiness reviews; this amendment clarifies CHT's intended use of the allocated funding and demonstrates the funding's availability to FTA. TYPE EXISTING EXISTING ID AMOUNT NOTES PROJECT DESCRIPTION Requested Route Vehicle acquisitions 26CHTVP15 $2,065,267 Previously two Amendment NSBRT for NSBRT projects Vehicles (26CHTVP15 and 25CHTVP15), combined into one project in the FY26 AWP Fiscal impact on FY26 Orange County Annual Transit Work Plan budget: $0 405 Martin Luther King Junior Blvd. Chapel Hill, NC 27514 1 www.chtransit.org 14 REQUEST k FY 2026 FY START DATE Orange Transit Work Plan Jul 2025 20CHTCDo3 Project Amendment Request Form Operating and/or Capital Type of Amendment Minor ❑ Major 0 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. ew/Amended Project Nam Requesting Agency Project Contact Estimated Operating Cost Caroline Dwyer Base Year BRT-North-South Chapel Hill Transit FY 2025 cdwyer@townofchapelhill.orR Cumulative Estimated Start Date Estimated Completion Notes Capital Cost Jan-26 Jan-29 Base Year $ 3,765,411 Cumulative $ 3,765,411 Project Description/Scope Enter below a summary of the project amendment and impact on approved plan. Reallocate operating funds to capital funds to mitigate NSBRT cost increases without requesting additional funding from the OCTP.This amendment has a net zero fiscal impact on the Transit Plan and does not change the years that funds are available to CHT. 1. Enter Orange Transit Project ID(s)to Increase Appropriation Project lD Project Category Amount Recurring Amount Notes BRT- This request moves operating funds currently allocated in FY26-FY29.CHT has been 20CHTCD03 North- BRT $3,765,411 unable to implement these projects due to ongoing operator shortages. South TOTAL $ 3,765,411 2.Orange Transit Project ID(s)to Reduce Project lD Project Appropriation Amount Recurring Amount Notes Category Route CW: 23CHTTS01 Improve Transit Operations $ 749,993 Total allocated,FY26-FY29 Midday 24CHTTS01 Route HS: Transit Operations $ 629,250 Weekend Total allocated,FY26-FY29 1;-i- 26CHTTSI3 Route NS: Transit Operations $ 992,439 Eubanks- Total allocated,FY27-FY29 Southern 26CHTTS14 Route D: Transit Operations $ 1,393,729 UNC- Total allocated,FY27-FY29 Patterson TOTAL ($3,765,411) 3. Impact on Transit Plan Project Costs From above,indicate whether amounts impact operating or capital budgets in Orange Estimated Operating Cost Current Year $ (188,900.00) Transit Plan. FY27-FY29 $ (3,576,511) Estimated Capital Cost Base Year $ 188,900 Cumulative $ 3,765,411 4. Is this project Operating,Capital or Both? Operating 7 Capital 11 Both O 15 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? Funds are requested for fiscal years 2026-2029 6.What is the expected outcome(s)if this request is funded?What is the alternative if the request is not funded? CHT plans on submitting an FTA grant request before the end of calendar year 2025.Failure to secure all required local funding will delay this request and impact NSBRT's construction schedule. 7. List any other relevant information not addressed. This amendment request reallocates funds committee to CHT and has no fiscal impact on the adopted transit plan. 8. Please enter estimated appropriations to support expenses. Enter FY 2026 and the estimated annualized cost in FY 2027 using the 2.5%growth factor,if applicable.The spreadsheet will calculate 2028 and beyond by 2.5%. If your project is not expected to have recurring costs in FY 2028 and/or beyond,delete the calculation(s)in columns E-H. Cost Break Down of Project Request OPERATING COSTS FY26 FY27 FY28 FY29 FY30 FY31 FY32 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 $ (188,900.00) $ (1,162,875.00) $ (1,191,914.00) $ (1,221,722.00) - - - Bus Leases - - - - - Park&Ride Lease - - - - - Other - - - - - Other - - - - - Subtotal:BusOperations (188,900) (1,162,875) (1,191,914) (1,221,722) - - - Other(Describe) - - - - - Other(Describe) - - - - - TOTALOPERATING COSTS (188,900) (1,162,875) (1,191,914) (1,221,722) - - - 9. Please enter estimated appropriations to support contractual commitments and other expenses related to proposed capital projects. CAPITAL COSTS FY26 FY27 FY28 FY29 FY30 FY31 FY32 Planning Design Construction $ 188,900.00 $ 1,162,875.00 $ 1,191,914.00 $ 1,221,722.00 Vehicles Land-Right of Way Other TOTAL CAPITAL COSTS $ 188,900.00 $ 1,162,875.00 $ 1,191,914.00 1$ 1,221,722.00 - - - 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) N/A 16 Chel Hill 1110sit DATE: September 3, 2025 TO: Orange County Staff Working Group FROM: Caroline Dwyer, Chapel Hill Transit RE: Requested Amendments to FY26 Orange County Annual Transit Workplan REQUEST SUMMARY Chapel Hill Transit (CHT) is requesting the following amendments to projects included in the FY 2026 Orange County Annual Transit Workplan, as further described in this memo. This amendment reallocates operating funds to capital funds with net zero fiscal impact on current and future AWPs. DESCRIPTION ID AMENDMENT NOTES REQUEST AMOUNT Route CW: Improve 23CHTTS01 ($749,993) Reflects allocations in FY26-29 Midday Service Route HS:Weekend 24CHTTS01 ($629,250) Reflects allocations in FY26-29 Service Route NS: Eubanks- 26CHTTS13 ($992,439) Reflects allocations in FY26-29 Southern Village Route D: UNC-Patterson 26CHTTS14 ($1,393,729) Reflects allocations in FY26-29 Place BRT- North-South 20CHTCD03 $3,765,411 Reflects allocations in FY26-29 NET AMENDMENT $0.00 NEED Amend Existing Projects to Reallocate Funding to NSBRT We are requesting to amend the FY26 Annual Transit Workplan to reallocate committed operating funding to CRT's NSBRT capital project. Prior to requesting a Small Starts Grant Agreement from the Federal Transit Administration (FTA), CHT must clearly demonstrate that all local NSBRT funding is committed. This request reallocates funding from projects that CHT has been unable to implement due to ongoing operator shortages to the NSBRT project, filling a funding availability gap that must be closed before the project will be considered for federal funding. This request has a net zero fiscal impact on the transit plan, and we are not requesting changes to the timing of fund allocation. ID EXISTING FY26 FY27 FY28 FY29 TOTAL PROJECT 23CHTTS01 Route CW: ($102,750) ($210,443) ($215,700) ($221,100) ($749,993) Improve Midday Service 24CHTTS01 Route HS: ($86,150) ($176,600) ($181,000) ($185,500) ($629,250) Weekend Service 26CHTTS13 Route NS: ($322,679) ($330,740) ($339,020) ($992,439) Eubanks-Southern Villa e 26CHTTS14 Route D: UNC- ($453,153) ($464,474) ($476,102) ($1,393,729) Patterson Place 405 Martin Luther King Junior Blvd. Chapel Hill, NC 27514 1 www.chtransit.org 17 Chginel Hill rsi 20CHTCD03 BRT—North- $188,900 $1,162,875 $1,191,914 1 $1,221,722 $3,765,411 South Fiscal impact on Orange County Annual Transit Work Plan budget: $0 405 Martin Luther King Junior Blvd. Chapel Hill, NC 27514 1 www.chtransit.org ORANGE COUNTY STAFFWORKING GROUP 19 { R March 2023 INTERLOCAL Orange County, Triangle West Transportation Planning Organization, and Go Triangle AGREEMENT Includes Bylaws and Financial Policies and Procedures Provides structure forTransitTax use and reimbursements 20 WORK PLAN & QUARTERLY , !FA,,ual Work _ UPDATE ��y ,M S Quarterly PROCESS =- TransitTax Staff Working :. Distribution Gro - ---. win _, _ - Triangle West 21 Transportation GoTriangle (2) MEMBERS R Planning Organization SWG (MPO) (2) voting Hillsborough (I) Carrboro (I) SWG Administrator Tax District Mebane (I) (Non-Voting) Administrator (Non- voting) members 22 Pursuant to the interlocal agreement the SWG: SWG I ) Consists of voting members from Orange County, GoTriangle, RESPONSIBILITIES & Triangle West (MPO), Chapel Hill, Carrboro, Hillsborough, and ACTIONS Mebane; 2) Is jointly charged by all parties with coordinating planning and implementation aspects of the Orange County Transit Annual Work Program, as well as facilitating elements of the Orange County Transit Multi-Year Vision Plan and serving in an advisory role to the Orange County BOCC, DCHC MPO Executive Board, and GoTriangle Board of Trustees; 3) Serves as an administrative and advisory arm to the parties of the agreement; 4) Recommends Work Program amendments to the BOCC, which, if denied by the BOCC, it will adjust, modify, etc., and resubmit for further BOCC consideration. QUARTER 2AMENDMENTS 24 GOTRIANGLE REQUEST # 1 : SERVICE PLANNING STAFF ProposedCurrent FTEs GoTriangle 2.6 GoTriangle 2 Orange 0 Orange .33 Wake 1 .4 Wake Durham 0 Durham .66 Total 4 Total 4 Manager's Recommendation:This amendment requests to supplant GoTriangle supported staff with funding from Durham and Orange Counties. Supplantation is prohibited by section 2.036 of the Interlocal Agreement. Durham County has also rejected this request. 25 GOTRIANGLE REQUEST #2: ROUTE 800 50/50 cost share with Durham County Durham considered and did not approve, twice Manager's Recommendation:This is a jointly funded project between Orange and Durham Counties. Durham has rejected this amendment, and the County Manager cannot justify a one-sided increase without the partnership with Durham. 26 CHAPEL HILL TRANSIT REQUESTS Amendment to Existing Project Converting Operating to Capital Chapel Hill requests to withdrawal the amendments Manager's Recommendation:Although Chapel Hill Transit has requested to withdraw this amendment given more current information about the NSBRT, the Board must reject the amendments as a procedural matter for the Staff Working Group to clean up the amendment package originally sent to the BOCC for approval.