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HomeMy WebLinkAboutAgenda 06-16-2026; 6-e - FY26 Q4 Annual Work Program Amendments for Transit 1 ORANGE COUNTY BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: June 16, 2026 Action Agenda Item No. 6-e SUBJECT: FY26 Q4 Annual Work Program Amendments for Transit DEPARTMENT: Transportation Services ATTACHMENT(S): INFORMATION CONTACT: FY26 Q4 AWP Amendments Sarah Williamson, Interim Transportation Director, 919-245-2102 PURPOSE: To consider FY26 Quarter 4 (Q4)Amendments to the Annual Work Program (AWP) for transit. BACKGROUND: The Annual Work Program for Transportation (AWP) identifies funding for the fiscal year and is approved by the Board of County Commissioners (BOCC) and GoTriangle Board of Directors. The FY26 AWP was adopted by Staff Working Group (SWG) in the spring of 2025 and approved by the Board of Commissioners and the GoTriangle Board. On March 27, 2026, the Staff Working Group voted to release proposed fourth quarter (Q4) amendments to the FY26 Annual Work Program for public comment. No public comments were received. And on May 20, 2026, the SWG voted to recommend the BOCC and GoTriangle Board approve the attached AWP FY26 Q4 amendments in three groups. 1. Orange County: Administrative Funding to Support SWG Orange County is requesting $24,307 in operating dollars to support increased demands associated with administering the SWG, including five special meetings held in FY26. SPONSOR ID CATEGORY DESCRIPTON AMOUNT Orange County N/A 240PTTS01 Operating -TPA Staff Working Group $24,307 Administrator The Orange Staff Working Group voted 7-3, with GoTriangle and Carrboro voting against, to advance this request to Orange County Board of Commissioners. FINANCIAL IMPACT: The amendment impact for FY26 is $24,307 on the approved FY26 Orange County Annual Work Program for Transportation. This would offset expenses incurred by Orange County. This additional expenditure is not included in the FY 2026-27 Work Plan (Agenda Item 6-f in the June 16, 2026 Board agenda package) because it cannot be financially sustained next fiscal year given other recommended investments. 2 2. Chapel Hill Transit: Operating to Capital Chapel Hill Transit (CHT) is requesting to reallocate $90,000 in FY26 operating funds currently designated for staffing to be used for a radio system replacement project. SPONSOR ID CATEGORY DESCRIPTON AMOUNT Chapel Hill Transit From 26CHTTS16 Operating - TPA 1.0 FTE: QA/QC $90,000 Technician Staff Chapel Hill Transit To NEW Capital Transit Radio System $90,000 Infrastructure Replacement If the amendment is approved, there will be no operating impact because the position has not been recruited for. The position is anticipated to be posted for recruitment later this summer. The Orange Staff Working Group voted 8-2, with Orange County staff voting against, to advance this request to Orange County Board of Commissioners. FINANCIAL IMPACT: The amendment has a net zero impact on the approved FY26 Orange County Annual Work Program or the Annual Work Plan recommended for FY2026-27 (Agenda Item 6-f). 3. GoTriangle: Route 800 and TAP GoTriangle resubmitted a request for additional funding for Route 800 and the Transit Assistance Program (TAP) to both Orange and Durham counties. The request for Route 800 cites unforeseen congestion, creating service delays as justification for increased operating costs. The request for TAP cites an increased level of program participation. These requests were revised in May after the public comment period on Q4 amendments had closed. Route 800 GoTriangle is requesting $53,235 to improve Route 800 operations. SPONSOR ID CATEGORY DESCRIPTON AMOUNT GoTriangle 20GOTTS2 Operating Route 800 $53,235 Improvements, Revised Q4 Request 5/6/2026 The Q4 amendment for Route 800 is for the same service improvement that the Board rejected in February as part of the Q2 Work Plan amendments. Route 800 would be funded by: GoTriangle legacy revenues (54%), regional transit revenues collected in Orange County (23%), and regional transit revenues collected in Durham County (23%). The Durham County Staff Working Group rejected this amendment when it was requested in Q2 and rejected it again when it was resubmitted in the Q4 based concerns about overall costs the lasting impact on operating expenses. TAP GoTriangle is requesting $20,000 to support the Transit Assistance Program (TAP) intended to fully subsidize fixed-route and paratransit trips for adults with low or no income. SPONSOR I I ID CATEGORY DESCRIPTON AMOUNT GoTriangle I N/A I 25GOTTS21 Operating TAP $20,000 The TAP program would be available to riders across the GoTriangle service area. TAP was approved in the FY26 AWP in Orange and Durham counties as a pilot program. During the pilot 3 period, GoTriangle was to study the program and work with partners to finalize and approve the program framework. The framework has not been adopted, and input from Durham County staff, supported by Orange County staff, has not been integrated. One of the concerns raised by County staff is that all routes operated by GoTriangle in Orange County are either supported by vehicle rental tax proceeds or fully funded through County Transit Tax proceeds. The request for TAP funding does not specify what routes Transit Tax funds would be used for which creates the opportunity for GoTriangle to receive TAP subsidies for services already being paid for by County Transit Tax revenue. The Orange Staff Working Group voted 6-4, with Orange County and Triangle West Transportation Planning Organization voting against, to advance the Route 800 and TAP amendments to Board of Orange County Commissioners. FINANCIAL IMPACT: The amendments impact for FY26 is $73,235 on the approved FY26 Orange County Annual Work Program. The additional expenditures are not included in the FY2026-27 Work Plan (Agenda Item 6-f) because they cannot be financially sustained next fiscal year given other recommended investments. RECOMMENDATION(S): The Manager recommends that the Board reject amendment #1 amendment#3 as these expenditures represent ongoing operating expenses that are not carried forward in the FY2026-27 Annual Work Program. The Manager recommends approval of amendment #2 to reallocate funds between operating and capital expenses as this amendment does not have a net financial impact in either the FY26 Work Plan or the future FY27 Work Plan. �4 ORANGE TRANSPORTATION DEPARTMENT aa0 puRUCiBRN511 COUNTY SARAH WILLIAMSON,INTERIM DIRECTOR \� eOPR H i C,%RUL1NA DATE: February 13, 2026 TO: Orange County Staff Working Group FROM: Sarah Williamson, Orange County Transportation RE: FY26 Q4 Annual Work Transit Work Plan Amendment Request Orange County is requesting additional funding for the Staff Working Group (SWG) Administrator programmed project (ID: 240PTTS01) in the FY26 Orange County Annual Transit Work Program, to bring reimbursements in line with expenditures. We are requesting an amendment to increase the annual funding for the SWG Administrator position by$20,307, from $64,193 to $88,500.This would represent 83% percent of the salary and benefits for the current SWG Administrator. Thus far in FY26, the SWG Administrator has devoted 75-95% of their time each month to the Staff Working Group. The Durham County Transit Plan has a Staff Working Group Administrator that performs comparable work and is funded at$100,000 by the Durham County Transit Plan for FY26. Update Provided 3/12/2026 FY26 Budgeted Expenses for the position : $107,582 Salary and Benefits $105,682 Operating Costs $ 1,900 (milage, deck and cell phone, software, training, supplies) Attachment: FY26 Durham Transit Plan pages 54-56 5 Project ID FY 2026 FY START DATE Orange Transit Work Plan Jul 2025 240PTTS01 Project Amendment Request Form Operating and/or Capital Type of Amendment Minor o Major ❑ Minor Amendments: a.An amendment that requires a transfer between budget ordinance appropriations but requires less than a 20%change to a project appropriation for projects equal to or less than $250,000; b.Changes to any adopted financial assumptions supporting the applicable Work Program that does not have a significant impact on the overall revenue or expenditure forecast, which is defined to be no more than a one percent(1%)over the life of the plan; c.Changes in reporting requirements for performance on implementation elements authorized in the applicable Work Program; d.Changes in funding amounts less than$250,000 for implementation elements programmed in future fiscal years; e.Any other change that does not meet any of the criteria of a Minor Amendment is a Major Amendment. Major Amendments are required when: a.A project requested to be added to the Work Plan b.A project requested to be removed from the Work Plan c.Changes to any adopted financial assumptions supporting the applicable Work Program that does have a significant impact on the overall revenue or expenditure forecast,which is defined to be over one percent(1%)over the life of the plan; d.Changes in scope for implementation elements programmed in current and future fiscal years; e.Any amendment that requires a transfer of funds between capital or operating funding categories f.Any change that requires a change in budgeted reserves or fund balance. These definitions are based on the Orange County Transit Work Plan Amendment Policy Update,which gives more clarity to the definitions without changing their meaning. New/Amended Project Name Requesting Agency Project Contact Orange Transit Estimated Operating Cost Orange County Staff Working Group Base Year(FY 2026) $ 64,193 Administration Orange County Sarah Williamson FY 2027 $ - Cumulative FY28-FY32 $ 604,238 Orange Transit Estimated Capital Cost Base Year(FY 2026) $ Cumulative FY27-FY32 $ Project Description/Scope Enter below a summary of the project amendment and impact on approved plan. This is an amendment it the SWG Administrator reimbursement for Orange County to reflect additional work required of the SWG Administrator.The current reimbursement amount covers about 50%of the SWG Administrator salary and benefits.This FY to date SWG Administrator has dedicated 75-95%of her time each month to the staff working group,including four extra SWG meetings October to February.While keeping up with extra meetings,other responsibilities for SWG have not been maintained such as website maintenance, information archives and minutes.This request will provide 80%funding for the FTE.Orange County will continue to fund the other 20%of this position. 1. Enter Orange Transit Project ID(s)to Increase Appropriation Amount Recurring Notes Project ID Project Category Amount TOTAL $ $ 2. Orange Transit Project ID(s)to Reduce Appropriation Recurring Project ID Project Amount Notes Category Amount 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 $ 88,500 Transit Plan. Recurring $ - Estimated Capital Cost Base Year $ Cumulative $ 4. Is this project Operating,Capital or Both? Operating ❑ Capital ❑ Both ❑ S. What is the timeframe for the request? Are you requesting a full year of funds or a partial year to be annualized in future fiscal years? Full year in FY26 and going forward. 6. What is the expected outcome(s)if this request is funded? What is the alternative if the request is not funded? FY25 Orange Transit Work Program Page 1 of 2 Request Form 6 If funding is not increased,the current SWG administrator will not be able to dedicate the same number of hours to SWG going forward. 7. List any other relevant information not addressed. Over time Orange County will carry greater than 80%of the cost of this position because merit pay,cost of living increases,and benefits will increase at a rate greater than 2.5%. 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 2027 and/or beyond,delete the calculation(s)in columns E-I. 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% Salary&Fringes 64,193 84,544 86,658 88,824 91,045 93,321 95,654 Contracts - - - - - Bus Operations: Estimated Hours Cost per Hour Estimated Operating Cost Bus Leases Park&Ride Lease Other Other Subtotal:Bus Operations Operating Fare Collection Operating Youth GoPass TOTAL OPERATING COSTS 64,193 84,544 86,658 88,824 91,045 93,321 95,654 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 Equipment Land-Right of Way Other TOTAL CAPITAL COSTS Assumptions for Costs and Revenues Above: 10.Please state any assumption(s)used to calculate the capital and operating dollars and revenues shown above.(include details) FY25 Orange Transit Work Program Page 2 of 2 Request Form Transit Plan Administration Project Sheets 7 Durham County Transportation Plan Management 20DCO-AD1 I Transit Plan Administration I Administrative Expenses Funding to support Durham County's role in management of the Transit Plan.The funding will partially fund salary and benefits for the Transportation Director,three Transportation Planners,and a Senior Administrative Officer position. Durham County is also partially funding these positions. These positions are responsible for the development and maintenance of the Transit Plan,the development of the Annual Work Program,Transit Plan Governance Study implementation including the development and maintenance of the Durham Transit Tracker,and the implementation of County-sponsored Durham Transit Plan projects including: Durham County ACCESS service, BRT Vision Plan, Education and Employment Access, East Durham Railroad Crossing Study,and FAST 2.0 Study. Reimbursement requests will be submitted based on the Time/Activity Reports submitted by Durham County staff and the associated Salary and Benefits Reports. PROJECT Agency: Durham County Parties to Project: GoTriangle o Budgeted FY26 Costs (Current Year): $377,814 IM Programmed FY27 Costs (Subsequent Year): $387,259 DURHAM COUNTY Planned Start Date: July 1,2023 Position Status of Transportation Director Position filled 100%in FY26 Position Status of Transportation Planner#1 Position filled 100%in FY26 Position Status of Transportation Planner#2 Position filled 100%in FY26 Position Status of Transportation Planner#3 Position filled 100%in FY26 Position Status of Senior Administrative Officer Position filled 100%in FY26 Provides support for development of annual Work Programs and Amendments developed and Work Programs and associated Amendments approved by governing boards on schedule Attendance at Staff Working Group Meetings 100%Attendance Provide support for development of the Transit Plan Transit Plan developed and approved by governingboards on schedule 54-- Transit Plan Administration ProjeAheets Staff Working Group Administrator 24DCO-AD05 I Transit Plan Administration I Staffing Durham County was designated as the SWG Administrator by the three governing boards in 2023.This project provides the following: 1. Partial salary and benefits for the Staff Working Group Administrator to perform the following: • Host and convenes monthly SWG Meetings and ad-hoc meetings as needed • Preparation of monthly agendas,meeting minutes,and agenda packets • Collaborate with Transit Plan Partners and Tax District Administration to develop a draft and final recommended Work Program • Develops and recommends policies,procedures,and process improvements to support development and implementation of the Annual Work Program • Presents Draft and Final Recommended Work Program to Board of County Commissioners,GoTriangle Audit&Finance Committee,Triangle West TPO,and GoTriangle Board of Trustees • Prepares and presents Quarterly Work Program Amendments to governing boards for approval • Serves as Lead Agency for Public Engagement of the Work Program and associated Quarterly Amendments 2. Expenses related to the development and design of the Annual Work Program and Quarterly Amendments, including but not limited to graphic design,printing,and translation services. Reimbursement requests will be submitted based on the Time/Activity Reports submitted by Durham County staff and the associated Salary and Benefits Reports. Invoices will be submitted for all other non-personnel expenses. PROJECT Agency: Durham County Parties to Project: GoTriangle 100Budgeted FY26 Costs (Current Year): $100,000 Programmed FY27 Costs (Subsequent Year): $102,500 DURHAM COUNTY Planned Start Date: July 1,2023 55 Transit Plan Administration Project Sheets 9 Metria Goal Position Status of Staff Working Group Administrator Position filled 100%in FY26 Attendance at SWG Meetings 100%Attendance All Materials are prepared and submitted Preparation of Agenda Materials(minutes,agenda packets) Within a timely fashion 100%of the time Preparation and Coordination of Work Program Work Program and/or Amendments are and associated Amendments submitted based on schedule established by the SWG Public Engagement of Work Program and Quarterly Amendments is provided as directed by the approved Yes Work Program Development Schedule 56 lfa'z Transit Plan Administration ProjeC,_ '_. ets Durham County Staff Working Group Participation 24MPO-AD01 I Transit Plan Administration I Staffing The request funds MPO participation on the Staff Working Group,including meeting preparation,attendance, and follow-up. MPO staff will also complete necessary research,support,and reporting for full engagement with SWG activities. PROJECT Agency: DCHC MPO Parties to Project: GoTriangleCHAPEL HILL °R° Budgeted FY26 Costs (Current Year): $41,821 [b,CHCI]p Programmed FY27 Costs (Subsequent Year): $42,867 Planned Start Date: July 1,2023 Attendance at SWG Meetings 100%Attendance MPO Staff Participation in SWG activities (development of Work Program and Amendments, 100% Participation Rate attendance at BOCC meetings) 11 Chlinel Hill rsi DATE: February 12, 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 programmed project in the FY 2026 Orange County Annual Transit Work Program, as further described in this memo. This amendment requests reprogramming funding and generates no fiscal impact on the FY26 Work Program. CATEGORY DESCRIPTION ID AMOUNT Operating -TPA 1.0 FTE: QA/QC Technician Staff 26CHTTS16 $90,000.00 NEED We are requesting an amendment to reprogram funding allocated in the FY26 Annual Transit Workplan. Chapel Hill Transit has not successfully recruited a qualified candidate for the QA/QC Technician FTE funded with transit tax revenues and we do not expect to fill this role before the end of the current fiscal year. Chapel Hill Transit urgently needs to upgrade our dispatch and onboard radio system. The radio system was identified for replacement nearly 15 years ago. A recently completed radio study found that the cost of the new system will be approximately $1,500,000. Reprogramming the $90,000 allocated in FY26 for hiring a QA/QC Technician will allow us to begin purchasing new equipment or provide a local match for a federal or state grant. CATEGORY DESCRIPTION ID AMOUNT FROM Operating -TPA 1.0 FTE: QA/QC Technician Staff 26CHTTS16 $90,000.00 TO Capital -Transit Radio System Replacement New $90,000.00 Infrastructure Fiscal impact on FY26 and FY27 Orange County Annual Transit Work Plan budgets: $0 405 Martin Luther King Junior Blvd. Chapel Hill, NC 27514 1 www.chtransit.org 12 REQUEST# FY 2026 FY START DATE Orange Transit Work Plan Jul 2025 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. New/Amended Project Name Requesting Agency Project Contact Estimated Operating Cost Caroline Dwyer Base Year Radio System Replacement Chapel Hill Transit FY 2026 cdwyer@townofchapelhill.ora Cumulative Estimated Start Date Estimated Completion Notes Capital Cost May-26 Dec-26 Base Year $ 90,000 Cumulative $ 90,000 Project Description/Scope Enter below a summary of the project amendment and impact on approved plan. Reprogram FY26 QA/QC Technician funding to help replace Chapel Hill Transit's dispatch and onboard radio system.The radio system was identified for replacement nearly 15 years ago.A recently completed radio study found that the cost of the new system will be approximately$1,500,000.Reprogramming this funding allows us to begin purchasing new radio equipment as soon as possible,or provide a local match for a federal or state grant. 1. Enter Orange Transit Project ID(s)to Increase Appropriation Project ID Project Category Amount Recurring Amount Notes Radio System Capital-Transit NEW $90,000 This is a new project. Replacement Infrastructure TOTAL 2.Orange Transit Project ID(s)to Reduce Project ID Project Appropriation Amount Recurring Amount Notes Category 26CHTTS16 1.0 FTE:QA/QC Operating-TPA $ 90,000 Technician Staff We are only requesting to reallocate FY26 funding. 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 -90,000 Transit Plan. Recurring $ - Estimated Capital Cost Base Year 90,000 Cumulative $ 90,000 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? A full year. 6.What is the expected outcome(s)if this request is funded?What is the alternative if the request is not funded? If the request is funded,we will purchase radio equipment.We do not currently have an alternative funding source. 7. List any other relevant information not addressed. 13 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 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) - - - - - TOTALOPERATINGCOSTS - - - - - - 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 Land-Right of Way Other 90,000 TOTAL CAPITAL COSTS 90,000 - - - - - - Assumptions for Costs and Revenues Above: 10.Please state any assumption(s)used to calculate the capital and operating dollars and revenues shown above.(include details) N/A 14 Triangle MEMO Date: February 27, 2026 From: Jay Heikes, GoTriangle Re: Q4 Amendment Request for FY26 Orange Transit Work Program — Route 800 This request is to deliver five additional revenue hours of Orange Transit Plan funded expansion service on Route 800. This request will provide additional cycle time during weekday daytimes, inclusive of run-time, schedule recovery, and layover time to improve reliability and on-time performance. This request is a partial year of incremental costs in FY26. Recent expansion on Route 800, initiated in FY25 Q3, resulted in an increase of 4,300 boardings (9%) year- over-year from FY25 Q2 to FY26 Q2, the most recent quarter available. In order to maintain this growth and sustain operation of this service, reliability improvements are necessary. Transit plan-funded survey and engagement efforts consistently indicate reliability, the bus arriving as scheduled, as a critical factor in improving the quality and usefulness of transit. Improved reliability also ensures that operators have sufficient break time between trips, improving quality of life for operators and retention to ensure sufficient workforce to deliver the service. 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 to 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. With approval of the RTP 3.0 rezoning, it is more important than ever to deliver dependable, on-time service to provide transportation alternatives residents, employees and visitors to RTP from Orange County. Route 800 expansion service includes: - FY18: Weekday midday frequency was increased from 60 to 30 minutes. - FY18: Saturday daytime frequency was increased from 60 to 30 minutes. - FY18: Saturday evening service was extended from 7:15 PM to 11:20 PM. - FY18: Sunday service was added from 6:45 AM to 10 PM. - FY25: All-day, every-day service on NC 54, providing direct connections between RTP, South Durham, and Chapel Hill Regional Transit revenues allocated through the Transit Plans fund expansion service on Route 800. If this request is approved, on an annualized basis: GoTriangle legacy revenues fund 54% of Route 800, regional transit revenues collected in Orange County fund 23% and regional transit revenues collected in Durham County fund 23%. 4600 Emperor Blvd., Suite 100, Durham, NC 27703 1 gotriangle.org 15 Project ID FY 2026 FY START DATE Orange Transit Work Plan Jul 2025 20GOTTS2 Project Amendment Request Form Operating and/or Capital Type of Amendment Minor ❑ Major ❑ Minor Amendments: a.An amendment that requires a transfer between budget ordinance appropriations but requires less than a 20%change to a project appropriation for projects equal to or less than $250,000; b.Changes to any adopted financial assumptions supporting the applicable Work Program that does not have a significant impact on the overall revenue or expenditure forecast, which is defined to be no more than a one percent(1%)over the life of the plan; c.Changes in reporting requirements for performance on implementation elements authorized in the applicable Work Program; d.Changes in funding amounts less than$250,000 for implementation elements programmed in future fiscal years; e.Any other change that does not meet any of the criteria of a Minor Amendment is a Major Amendment. Major Amendments are required when: a.A project requested to be added to the Work Plan b.A project requested to be removed from the Work Plan c.Changes to any adopted financial assumptions supporting the applicable Work Program that does have a significant impact on the overall revenue or expenditure forecast,which is defined to be over one percent(1%)over the life of the plan; d.Changes in scope for implementation elements programmed in current and future fiscal years; e.Any amendment that requires a transfer of funds between capital or operating funding categories f.Any change that requires a change in budgeted reserves or fund balance. These definitions are based on the Orange County Transit Work Plan Amendment Policy Update,which gives more clarity to the definitions without changing their meaning. New/Amended Project Name Requesting Agency Project Contact Orange Transit Estimated Operating Cost Base Year(FY 2026) $ 53,235 Route 800 Improvements GoTriangle Jay Heikes0 FY 2027 jheikes(ilt_;otrian,-_le.org_ Cumulative FY28-FY32 $ 53,235 Orange Transit Estimated Capital Cost Base Year(FY 2026) $ Cumulative FY27-FY32 $ Project Description/Scope Enter below a summary of the project amendment and impact on approved plan. This request is to deliver five additional revenue hours of Orange Transit Plan funded expansion service on Route 800.This request will provide additional cycle time during weekday daytimes,inclusive of run-time,schedule recovery,and layover time to improve reliability and on-time performance.This request is a partial year of incremental costs in FY26. 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 Durham County residents,employees,and visitors to travel along this corridor.With approval of the RTP 3.0 rezoning,it is more important than ever to deliver dependable,on-time service to provide transportation alternatives residents, employees and visitors to RTP. Route 800 expansion service includes: FY18:Weekday midday frequency was increased from 60 to 30 minutes. FY18:Saturday daytime frequency was increased from 60 to 30 minutes. FY18:Saturday evening service was extended from 7:15 PM to 11:20 PM. FY18:Sunday service was added from 6:45 AM to 10 PM. FY25:All-day,every-day service on NC 54,providing direct connections between RTP,South Durham,and Chapel Hill Regional Transit revenues allocated through the Transit Plans fund expansion serviceon Route 800.If this request is approved,on an annualized basis:GoTriangle legacy revenues fund 54%of Route 800,regional transit revenues collected in Orange County fund 23%and regional transit revenues collected in Durham County fund 23%. 1. Enter Orange Transit Project ID(s)to Increase Appropriation Recurring Project ID Project Category Amount Amount Notes 20GOTTS2 I Route 800 iTransit Service $ 53,235 Recurring amount to be addressed through FY27 workplan TOTAL $ 53,235 $ 2. Orange Transit Project ID(s)to Reduce Project ID 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 $ 53,235 Estimated Operating Cost Transit Plan. Recurring $ 53,235 Estimated Capital Cost Base Year $ - $ Cumulative - FY25 Orange Transit Work Program Page 1 of 2 Request Form 16 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? Quarter 4 FY26,Full Year to be addressed through FY27 work program 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 operate 5 additional weekday daily hours on Route 800,providing improved on-time peformance and reliability for riders-consistently a top priority from riders through Transit Plan funded surveys and engagement efforts.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 in late trips.Adding five weekday revenue hours to Route 800 will enable the route to stay within its cycle time and prevent cascading delays on weekdays.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. 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 2027 and/or beyond,delete the calculation(s)in columns E-I. 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% Salary&Fringes Contracts Bus Operations: Estimated Hours Cost per Hour Estimated Operating Cost Bus Leases Park&Ride Lease Other Other Subtotal:Bus Operations 53,235 Operating Fare Collection Operating Youth GoPass TOTAL OPERATING COSTS 53,235 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 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) 0.5(Orange Share)*10 revenue hours*63 week days in Q4*$169.00 cost per hour FY25 Orange Transit Work Program Page 2 of 2 Request Form 17 Project IDFY 2026 FY START DATE Orange Transit Work Plan Jul 2025 20GOTTS2 Project Amendment Request Form Operating and/or Capital Type of Amendment Minor I 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 beremoved from the Work Plan e.Changes to any adopted financial assumptions supporting the applicable Work Program that does have a significant impact on the overall revenue or expenditure forecast, which is defined to be over one percent(1%)over the life of the plan; d.Changes in scope for implementation elements programmed in current and future fiscal years; e.Any amendment that requires a transfer of funds between capital or operating funding categories f.Any change that requires a change in budgeted reserves or fund balance. These definitions are based on the Orange County Transit Work Plan Amendment Policy Update,which gives more clarity to the definitions without changing their meaning. New/Amended Project Name Requesting Agency Project Contact Orange Transit Estimated Operating Cost Base Year(FY 2026) $ 53,235 Route 800 Improvements GoTriangle Jay Heikes FY 2027 $ 216,887 'heikesrd otrian le.or Cumulative FY28-FY32 $ 683,740 Orange Transit Estimated Capital Cost Base Year(FY 2026) $ Cumulative FY27-FY32 $ Project Description/Scope Enter below a summary of the project amendment and impact on approved plan. This request is to deliver five additional revenue hours of Orange Transit Plan funded expansion service on Route 800.This request will provide additional cycle time during weekday daytimes,inclusive of run-time,schedule recovery,and layover time to improve reliability and on-time performance.This request is a partial year of incremental costs in FY26.The amendment shows continuing costs through FY30.By that time,the Triangle Mobility Hub will be complete,shortening the length of Route 800 and eliminating the need for these additional hours. While this request includes a cost in Q4 FY2026 and from FY27-30,GoTriangle proposes to make the request cost neutral in the multi-year operating plan.This would be seeomplished by delaying a planned service improvement to Route 400 from FY29 to FY32 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 Durham County residents,employees,and visitors to travel along this corridor.With approval of the RTP 3.0 rezoning,it is more important than ever to deliver dependable,on-time service to provide transportation alternatives residents,employees and visitors to RTP.Route 800 expansion service includes: -FY18:Weekday midday frequency was increased from 60 to 30 minutes. - FILE:Saturday daytime frequency was increased from 60 to 30 minutes. -FY18:Saturday evening service was extended from 7:15 PM to.11:20 PM. -FY18:Sunday service was added from 6:45 AM to 10 PM. -FY25:All-day,every-day service on INC 54,providing direct connections between RTP,South Durham,and Chapel Hill Regional Transit revenues allocated through the Transit Plans fund expansion service on Route 800.If this request is approved,on an annualized basis:GoTriangle legacy revenues fund 54%of Route 800,regional transit revenues collected in Orange County fund 23%and regional transit revenues collected in Durham County fund 23%. Revised 260413:Cost savings savings added to section 2,Request revised to FY26 Q4-FY30 1.Enter Orange Transit Project 113(a)to Increase ProjectlD Project Appropriation Amount Recurring Notes Category Amount 20GOTTS2 Route 8D0 ITransItService $ 53,235 $ 216,887 TOTAL $ 53,235 1$ 900,627 2.Orange Transit Project ID(s)to Reduce Project lD Project Appropriation Amount Recurring Notes Category Amount 20GOTT503 Route 400 Transit Service $ 53,235 $ 900,627 $ TOTAL $ 53,235 $ 900,627 3.Impact on Transit Plan Project Costs From above,indicate whether amounts impact operating or capital budgets in Orange Estimated Operating Cost Current year S Transit Plan. Recurring(FY27+) $ Estimated Capital Cost Base Year $ - Cumulative $ 4. Is this project Operating,Capital or Both? Operating [ Capital [ Both I 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? Quarter 4 FY26 and continuing in FY27 and beyond.The FY27 work plan request includes the amounts shown above for FY27 and future year costs for these additional hours-this is not in addition to that request. 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 operate five additional weekday daily hours on Route 800,providing improved on-time peforma nee and rel lability for riders-consistently a top priority from riders through Transit Plan funded surveys and engagement efforts.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 in late trips.Adding five weekday revenue hours to Route 800 will enable the route to stay within its cycle time and prevent cascading delays on weekdays.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. 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 2027 and/or beyond,delete the calculation(s)in columns E-I. Cost Break Down of Ploject Request OPERATING COSTS FY26 FY27 FY28 FY29 FV30 FY31 FV32 Growth Factors 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 53,235 216,887 222,309 227,867 233,564 Operating Fare Collection vrzs o T.�n wn,k m,�n s` ofz nwvon conn 18 Operating youth GoPass TOTAL OPERATING COSTS 53,235 1 216,887 222,309 227,867 1 233,564 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 Equipment Land-Right of Way Other TOTAL CAPITAL COSTS Assumptionsfor Costs and Revenues Above: 10.Please state any assumption(s)used to calculate the capital and operating dollars and revenues shown above.(include details) 0.5(Orange Share)•10 revenue hours-63 week days in Q4"$169.00 cost per hour for Q4 FY2026.For FY27,cost per hour was calculated at$173 and a full year of 253 weekdays was included. -z m'z vrzs o,'®ae'rr�n wc,t rn, a-s eenn 19 Project ID FY 2026 FY START DATE Orange Transit Work Plan Jul 2025 25GOTTS21 Project Amendment Request Form Operating and/or Capital Type of Amendment Minor O Major ❑ Minor Amendments: a.An amendment that requires a transfer between budget ordinance appropriations but requires less than a 20%change to a project appropriation for projects equal to or less than $250,000; b.Changes to any adopted financial assumptions supporting the applicable Work Program that does not have a significant impact on the overall revenue or expenditure forecast, which is defined to be no more than a one percent(1%)over the life of the plan; c.Changes in reporting requirements for performance on implementation elements authorized in the applicable Work Program; d.Changes in funding amounts less than$250,000 for implementation elements programmed in future fiscal years; e.Any other change that does not meet any of the criteria of a Minor Amendment is a Major Amendment. Major Amendments are required when: a.A project requested to be added to the Work Plan b.A project requested to be removed from the Work Plan c.Changes to any adopted financial assumptions supporting the applicable Work Program that does have a significant impact on the overall revenue or expenditure forecast,which is defined to be over one percent(1%)over the life of the plan; d.Changes in scope for implementation elements programmed in current and future fiscal years; e.Any amendment that requires a transfer of funds between capital or operating funding categories f.Any change that requires a change in budgeted reserves or fund balance. These definitions are based on the Orange County Transit Work Plan Amendment Policy Update,which gives more clarity to the definitions without changing their meaning. New/Amended Project Name Requesting Agency Project Contact Orange Transit Estimated Operating Cost astanion@gotriangle.org Base Year(FY 2026) $ 102,500 25GOTTS21 GoTriangle FY 2027 $ - Cumulative FY28-FY32 $ 102,500 Orange Transit Estimated Capital Cost Base Year(FY 2026) $ - Cumulative FY27-FY32 $ Project Description/Scope Enter below a summary of the project amendment and impact on approved plan. The Transit Assistance Program(TAP)expands mobility and ensures equitable access to public transit by funding fully subsidized fixed-route and paratransit trips for adults with low or no income.TAP supports the goals of the Orange County Transit Plan while advancing regional priorities such as climate sustainability and transportation demand management. In FY25,TAP riders took over 400,000 trips on GoTriangle routes.The 2025 TAP Evaluation found that the most common trip purposes for TAP rides were:Work(77%), Errands(79%), and Medical Appointments(74%).Over 50%of TAP riders said that without the program they would not be able to continue riding at the same level as they currently do.Without the TAP Program,thousands of riders across Orange County would lose access to affordable transit and to their communities. The original FY26 budget for TAP was$82,500.Based on ridership estimates for from FY26Q1 and FY26Q2,we anticipate TAP costs to exceed this budget.GoTriangle ridership in Orange County,including TAP ridership,has grown beyond expectations,partially due to the increase in service on routes 400/405.GoTriangle is requesting and additional$20,000 for TAP in FY26 to cover the increase in ridership beyond the original budget.GoTriangle's requested FY27 budget for TAP is$117,000. 1. Enter Orange Transit Project ID(s)to Increase Appropriation Recurring Project ID Project Category Amount Amount Notes 25GOTTS21 TAP Low Wealth Operating $ 20,000 GoPass TOTAL $ 20,000 $ 2. Orange Transit Project ID(s)to Reduce Appropriation Recurring Project ID Project Amount Notes Category Amount 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 $ 20,000 Transit Plan. Recurring $ - Estimated Capital Cost Base Year $ Cumulative $ 4. Is this project Operating,Capital or Both? Operating ❑ Capital ❑ Both 0 FY25 Orange Transit Work Program Page 1 of 2 Request Form 20 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? FY26 Q4 6. What is the expected outcome(s)if this request is funded? What is the alternative if the request is not funded? Continued support for the TAP program in Orange County. 7. List any other relevant information not addressed. 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 2027 and/or beyond,delete the calculation(s)in columns E-I. 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% Salary&Fringes Contracts Bus Operations: Estimated Hours Cost per Hour Estimated Operating Cost 102,500 Bus Leases Park&Ride Lease Other Other Subtotal:Bus Operations 102,500 Operating Fare Collection Operating Youth GoPass TOTAL OPERATING COSTS 102,500 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 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) Orange TAP Ridership data from Q1&Q2 were used to estimate future ridership for Q3&Q4. FY26 Q1 Orange County TAP FR ridership was—24,200,TAP paratransit ridership was 355.GoTriangle's Q1 remimbursement request was $29,623.59. FY26 Q2 Orange County TAP FR ridership was 19,300,TAP paratransit ridership was 536.GoTriangle's Q2 remimbursement request was $24,873.88. FY25 Orange Transit Work Program Page 2 of 2 Request Form 21 FY 26 Multi-Year Operating Plan Rev 260501 Most Projects 2.5%Year-over-Year increase/formula) Agency Category Project lD Profecl name EY2a FY27 "all no an Pill BMBw FYM EYaS EMS BW Hal BM MIM GORiangle Ttanslt Operations 19GOTI508 Paratransn Sernces $ 25,178 $ 25,627 $ 26,4T/ 26,4]1 $ 29,183 $ 29,912 $ 1,- G r,rui, ,fifi0GORiangle Ttanslt Operations 20GOTIS02 Route 800:UNC Hospitals-RTC $ fi95,266 $ 8]4,959$ 8%,arM $ 919,2,45$ 942,236 $ 726,309$ 744,559$ ]63,1]3$ 782,252$ 801,809$ 821,854$ 642,400 S 863,460$ 665,047$ %7,173 GORi.r& Ttanslt Operations 20GOTIS03 Route 400:UNC Hospn,(-urh- $ 1,560,547 $ 1,599,561$ 1,09,550 $ 1,680,539 $ 1,722,552 $ 1,765,616 $ 1.809,756 $ 1,855,400 $ 2,189,]40 $ 2,335,937$ 2,394,336$ 2,454,194 S 2,535,549$ 2,576,438$ 2,642,899 GORiar& Ransil Operatlors 20GOTIS05 Onk Ellam-Oorh-E%Pre11 $ 231,439 $ 273,762$ 280,627 $ 287,643$ 294,834$ 302,205$ 309,7%$ 317,504$ 325,441 $ 333,577$ 341,917$ 350,465 S 359,226.$ 368,207$ 371,412 GOTriangle Ransil Operations 20GO 106 0":Chapel Hill-Raleigh Express $ 79,6 6 $ 81,666 $ 83,709 $ 65,602 $ 87,947 $ 90,146 $ 92,399 $ 94,709 $ 97,OTI $ 99,504 $ 101,992$ 104,541$ 107,355$ 309,634$ 112,580 GOTriangle Ttanslt Operations 21GOT0001 Youth GuPa55 $ 19,061 $ 19,537 $ 20,026 $ 20,527 $ 21,040 $ 21,566 $ 22,105 $ 22,657 $ 23,22A $ 23,605 $ 24,400 $ 25,010 S 25,635 $ 26,276 $ 26,933 Go Ria Ogle Transit Operations 21GOT0002 FareC011ec[ion Technology $ 20,4fi1 $ 20,972 $ 21,497 $ 22,034 $ 22,585 $ 23,150 $ 23,728 $ 21,322 $ 24,930 $ 25,553 $ 26,192 $ 26,847 $ 27,518 $ 26,206 $ 28,931 GO liangle Ttanslt Operations 56 821 WLow Weeltil GOPaos $ 102,500 $ 117,000$ 119,925 $ 322,923$ 125,9% $ 129,146$ 132,375 $ 135,684$ 139,076$ 142,553$ 146,117$ 149,770 S 153,514$ 157,352 $ 161,286 GO r"ute Ttanslt Operations 26GOTr531 Bos Stop&Property 0&M $ 18,500 $ 36,%3 $ 19,437 $ 19,922 $ 20,421 $ 20,931 $ 21,454 $ 21,991 $ 22,540 $ 23,104 $ 23,%2 $ 21;274 S 24880 $ 25,502 S 26,340 ..'.,& Ttanslt Operations 26GOTr515 Route 400/4%Phase 11 $ - $ - $ 467,296$ 479.000 $ 490,975$ 503,249$ 515,631$ 528,]26$ 541,945$ 555,493$ 569,360$ 583,635$ 598,205$ 613,160 800 Current M $ 642,031 $658,082 $674,534 $691,397 $706,628 $726,309 $744,559 $763,173 $762,252 $801,809 $821,854 $642,400 $863,460 Sun,047 $907,173 Increase 53,235 216,87 222,299 227,848 2331608 0 0 0 0 0 0 0 0 0 0 $953,868 TAP Current MVOP $ 82,500 $ 84%3 $ 86,6]] $ 88,843 $ 91,085 $ 93,341 $ 95,675 $ 98,067 $ 100,518 $ 103,031$ 1.,607$ 106,247 S 130,953$ 113,727$ 136,570 Increase $ 20,000 $ 32,438 $ 33,248 $ 34,080 $ 34,932 $ 35,805 $ 36,700 $ 37,618 $ 38,558 $ 39,522 $ 40,510 $ 41,523 $ 42,561 $ 43,625 $ 44,715 $555,834 $1,509,701 400 Current MVOP $1,599,561 $1,639,550 $1,680,539 $2,064628 $2,116,244 $2,169,150 $2,223,379 $2,278,963 $2,335,93] $2,-,a36 $2,-,1. $2,515,549 $2,578,438 $2,642,899 Decrease 0 0 0 342,076 350,628 359,394 368,379 89,223 0 0 0 0 0 0 $1,509,701 Impact $0