38
NC Association of Rural Planning Organizations Debbie Collins Quarterly Meeting – PTD Update October 26, 2016
NC Association of Rural Planning Organizations
Debbie Collins
Quarterly Meeting – PTD Update October 26, 2016
Transportation 2
North Carolina’s Public Transportation Network
Transportation
NC Public Transit Fastest Growing in Southeast
3
20,000,000
30,000,000
40,000,000
50,000,000
60,000,000
70,000,000
80,000,000
Pu
blic
Tra
ns
po
rta
tio
n R
ide
rsh
ip
Blue Line opens
Transit 2001
Source: National Transit Database
Transportation
Funding Managed by NCDOT: Federal and State Funded Projects by Fiscal Year
4
$0
$50
$100
$150
$200
$250
$300
2013 2014 2015 2016
Mill
ions
Federal State All FTA Grants Awarded for FFY
*FTA Grants for FFY 2016 not yet available
Transportation 5
FY 16 Funding Distributed by NCDOT: by Expense Category
Administration Capital Operating
Administration
16%
$ 20.1 M
Capital
35%
$ 44.5 M
Operating
49%
$ 61.3 M
Transportation
$2.9 M
$36.5 M
$48.8 M
State Funding Categories
6
• Urban (SMAP)
• Rural (ROAP)
• International Trade Show Transportation
State Operating Assistance
• Administration
• Capital
• Operating
• Planning
FTA Matching
Assistance
• Interns & Apprentices
• Technology
• Transportation Demand Management
State Programs
Transportation
Need for a Funding Study
• New funding methodology
• PTD had frozen funding levels in certain categories since 2008
• Identify state funding needs
• Five (5) year financial plans
• Division
• Sub recipients
• Adapt to 2010 Census changes
• NC Urbanized - Population shifted from 40% urban in 2000 to 60% urban in 2010, changing transit system classifications
• Shift in how Federal funds flow
Transportation
North Carolina Population Change
8
Population
Change 2000 to
2010
1990 2000 2010 # %
North Carolina Urbanized
Population
2,452,636
3,761,411
5,232,799
1,471,388 39.1%
North Carolina Non-
urbanized Population
4,176,001
4,287,899
4,120,684
(167,215) -3.9%
North Carolina Population
6,628,637
8,049,310
9,353,483
1,304,173 16.2%
Total United States
Population
248,709,873
281,421,906
308,745,538
27,323,632 9.7%
2030 Population Projections –
3 M new NC residents
State Population
2015
Population
per sq. mi.
2015
9. NC 10,042,802 206.6
Geography QuickFacts - http://www.census.gov/popclock/
Transportation
Community Transportation Funding Goals
9
Goals Alt #1 Alt #2 Alt # 3 Alt #4 Alt #5
Every county gets
funding x x x x x
Equitable x x x x x
Simplified / transparent x x x x x
Flexible x x x x x
Supports coordination
model x x x x x
Supports regionalism x x x x
Rewards performance Prerequisite x
Denotes when grantees
get facilities x
Alt #5
Transportation
New Funding Structure for Community Transportation Systems
• Supports administration and operations
• Capital focus on replacement vehicles
• Three tiered formula:
• Base tier:
• $30,000 is allocated for every county a community transportation system serves
• Needs tier:
• Uses FTA 5311 Formula - rural population, rural land area, low-income population and revenue vehicle miles
• Performance tier:
• 10% of total 5311 and 5340 grantee funding
• Allocation based on performance and PTD will be working with the systems to develop the criteria.
The study uses unlinked passenger trips but needs additional evaluation
10
Transportation
Funding Study 5 Year Budget and Recommendations
• 5 year budgets • Public Transportation Division
• All Community Transportation Systems
• Transition budgets in FY 18 and FY 19
• FTA 5311 formula funding available as
• Administration funding (with an 80% federal and 5% state share) or
• Operating funding (with a 50% federal share)
11
Transportation
Base Case NCDOT Budget Overview
12
Grant Type (Urbanized,
Non-Urbanized or
Statewide)
Funding Purpose
Total Federal &
State Funds for
Grantees
Non-Urbanized Area
Grantees
Administration
(or operating, if a grantee opts for that and
provides the required local match)
$15,545,345
Operating $19,085,130
Capital
(Vehicle Replacement and Other Capital
Projects)
$13,029,297
Other $4,649,100
Urbanized Area Grantees
Operating $31,155,328
Capital $4,236,470
Other $3,714,434
All Grantees Other $1,781,999
State Legislative Funding Capital $26,200,000
State Direct Spending Administration and Other $6,635,189
Total $126,032,292
Not affected in the alternatives Affected in the alternatives
Transportation
What will you look like – the Structure of the funds
5311 Appalachian
Funds
Additional
State Funds
OR
Transportation 14
Distributing the 5311 funds
Base
Funds
Performa
nce Funds Federal
Allocation
TOTAL 5311 STATE RECEIVED
DISTRIBUTING TO EACH
SYSTEM
5311 = $30,000 + Federal Allocation +
Performance
Transportation 15
$-
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
$400,000
$450,000
$500,000
Currently Received vs Projected Received in 2020
Received in 2017
With Performance in
2020
Without Performance
in 2020
Transportation
Urban Scenarios
• Largest Urban: Receive 5311 funding until 2020
• Smaller Urban
• Case 1: Currently earn less than formula, will stay at current 5311 funding level until 2020
• Case 2: Currently earn more than formula, will move to 5311 funding based on formula
2017 2020 2018 2019
2017
2018 2020 2019
2017
2020
2018 2019
Transportation
Rural Scenarios
• Case 1: Currently earn less than formula, will stay at current 5311 funding level until 2020
• Currently earn more than formula, funding will decrease by no more than 10% per year
2017
2020
2018 2019
2020 (-10%)
(-10%)
(-10%)
2018
2019
2017
Transportation
PTD Accomplishments / Milestones
• No audit findings!
• Economic Benefits of Transit
• Funding
• Establishment of Innovations Office
• Success Plans
• Review of Safety and Security Plan requirements
• Planning / Projects
• NEMT
• State Management Plan
Transportation
Innovations Office
• Research Projects • ecoPRT
• Cameras as passenger counters for deviated fixed route
• Rides to Wellness
• Mobility On Demand
• Transportation Demand Management
• CMAQ funds
• Funding criteria: statewide applicability, measurable performance, innovation, and vehicle miles traveled (VMT) impact.
19
Transportation
Non Emergency Medical Transportation - NEMT
20
• Pilot only starts September 1, 2016
• 6 Counties - Alamance, Catawba, Cumberland, Franklin, Lincoln and Rowan
• Our Goal: electronic claim submission by all
Why not bill direct miles?
Transportation
Interesting Time – Availability of Information
21
• Automation
• Scheduling
• Accounting / grant making
• Data warehouses
• Historical performance data
• On line data tools and resources
• New partnerships
• Growing number of people providing health services
• Number one need = transportation
Transportation
Transportation
Veterans with Disability by Census Tract
23
16-44
8-15
6-7
4-5
0-3
Veteran Population per Census Tract
Significant*
Legend
Source: U.S. Census Bureau, 2010-2014 American Community Survey 5-Year Estimates
Significant denotes one standard deviation above the mean of the disabled veteran population
to the total population in the census tract.
Transportation
Interesting Time – Shifting Expectations
24
• Rural now Urban
• Multiple funding sources
• Longer commutes to work
• Education centers
• New Residents
• Expecting what they had at
last residence
• Old Habits
• Comfortable with how we
schedule and for whom
• Like ‘Club’ we have created
with our Boards
• Are we ready for the
demand?
Transportation
Interesting Time – New Opportunities
25
• Technologies
• Fuels / Vehicles
• Service delivery types
• Scheduling and Coordination tools
• New thinking
• First Mile / Last Mile options
• Design to accommodate our needs
• Are we receptive?
Bus Exit Ramp
Bus Entrance Ramp
Transportation
Interesting Time – New Requirements
26
• Safety Management System
• National Transit Database and
Transit Asset Management
• Performance Based Planning
• Metropolitan Planning
Organization Coordination and
Planning Area Reform
• We are at the table
• What will we do?
Transportation
Community Transportation Service Plans
• Became an outsized effort on managing planning efforts rather than performance.
• Each agency was required to develop a CTSP every 5 years.
• Managing the CTSP process is one of the major activities that PTD undertakes annually.
• Requires a high level of organization and coordination to execute successfully.
• All CTSP’s were contracted with consulting firms, large or small.
• Cost to update CTSP’s exceeding available resources.
• Scope of work too complex for inexperienced consulting firms to manage.
• Never good feedback
27
Transportation
What Are We Already Doing?
28
•Performance Plans • For CTSPs
• Technology Implementations
• 5 Year Budgets / Budget model
• Transit Asset Management • Budget model
• Economic Benefits of Transit • Statewide and by system
• Vehicle Utilization Data – 14 days annually
• Operating Statistics • Peer Analysis
• Success Plans
• All 81 rural systems focused on
defining / measuring success moments
Transportation
PTD Success Plan
29
• Mission – Delivering transportation options to communities.
• Vision – Connecting communities by investing in customer centered innovation and rewarding results.
• Values – Champions of public transportation acting with integrity and producing quality, innovative results through teamwork.
By June 30, 2017, PTD will achieve success if: • PTD has increased ridership by 2.5%.
• PTD has developed a program that acknowledges customer centric innovation.
• Employee engagement reaches a level of 5.25.
• 80% of transit agencies express satisfaction in PTD service.
• 90% of grants are closed within their period of performance.
Transportation
Purpose of the Community Connectivity Plan (CCP)
• To investigate opportunities to connect communities through regional coordination and/or consolidation
• To ensure that services are aligned with local mobility needs
• To provide high-quality transportation services to the community.
• Assist NCDOT in allocating resources to facilitate improvements of community transportation service over a 5-year planning horizon.
• A resource for informing each agency's annual Success Plan and Performance Scorecard.
30
Transportation
High Level View of 4 Key CCP Steps
31
Transportation
Category 1 CCP • Category 1 – Biennial Success Planning, Quarterly Customer
Satisfaction Scorecards/Surveys
• Smaller, serve more rural populations, fewer opportunities for consolidation.
• Completed by PTD staff in collaboration with agency’s staff – 4-6 Month Timeline
• Average number of trips per year: 35,000
• Typical Fleet Size: 1-20 vehicles
• Typical Workforce: 1-20 employees
• Plans are updated by MDS every other year with annual Success Plan update
• MDS/PM’s should plan to do ½ of their systems in year 1 and the remaining ½ the following year.
• Plan elements are: • Performance Plan
• Success Plan
• Performance Scorecard
• 5-year budget with Fully Allocated Cost
• Operating Statistics Review and Presentation
• Stakeholder engagement (surveys, TAB meetings, etc.) describing planning & performance activities
32
Transportation
Roles and Responsibilities of CCP
33
Transportation
Category 2 CCP
34
• Category 2 – 5-year planning, Annual Success Plans, Quarterly Customer Satisfaction Scorecards/Surveys
• Large, serve multiple counties or urbanized areas, more complex, higher level of coordination
• Completed by consultants – 8-10 Month Timeline
• Average number of trips per year: 160,000
• Typical Fleet Size: 25-35 vehicles
• Typical Workforce: 30-50 employees
• Average six plans per year
• Start 3 in July and 3 in December
Transportation
Plan Expectations
35
The final plan will provide the transit system with an understanding and guidance on
the following expectations:
1. Understanding all trip purposes and what the total percentage of trips are by each
billing agency. Is the transit system meeting the needs for dialysis, other medical,
vocation and employment needs?
2. Is the transit system utilizing their fleet inventory efficiently and are there
recommendations on how to improve utilization?
3. Is the current transit system organization functioning in the most effective manner?
4. What is the extent of contract service diversity within the transit system service area?
Are there contracts or agreements for all available contracting opportunities?
5. Is the transit system using the most efficient fare rate method to best serve billing
agencies and riders? Understanding all billing models and why it is so important.
NEMT? NCTRACKS? Shared mile vs direct mile vs trip
6. Expand stakeholder surveys to include all human services agencies to determine the
purpose and need for service.
7. Understand what it means to be a community transportation provider?
8. How does the completed Success Plan tie into the growth opportunities and 5 year
budget? Are there growth opportunities identified in this plan that should be integrated
into the next Success Plan update?
9. What shared services or coordination opportunities are available to enhance current
service?
10. How to set up an effective 5 Year Budget Summary with capital replacement.
Transportation
Ultimate Outcome – Innovation / Change
36
• New Service Delivery Models
• New connectivity corridors, like these
• SW NC RidgeRunner
• Sandhills Connector
• New partners / opportunities
Transportation
Opportunities
37
• Locally Coordinated Plan
• TMOUs
• Community Connectivity Plans
• 5 year budget updates
• Comprehensive Transportation Plans
• Emergency Operations Centers
• Definitions
• Agreements
• Rural Health
• Building Integrated Communities
