ACTION REQUESTED: Recommend Board approval of the Youth GoPass supplies and materials amendment. (5 minutes Steven Schlossberg)

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1 Page 1 of 50 GoTriangle Operations & Finance Committee Wed, May 23, :30 am-11:45 am I. Call to Order and Adoption of Agenda ACTION REQUESTED: Adopt agenda. (1 minute Ellen Reckhow) II. Draft Minutes - April 17, 2018 ACTION REQUESTED: Approve minutes. (1 minute Michelle Dawson) III. Wake Transit FY 2018 Q4 Proposed Amendment ACTION REQUESTED: Recommend Board approval of the Youth GoPass supplies and materials amendment. (5 minutes Steven Schlossberg) IV. August 2018 Service Changes Recommendations ACTION REQUESTED: Staff requests that the Committee recommend Board approval of service changes to the holiday schedule and service days as well as changes to Route DRX. (15 minutes Jon Dodson) Attachment A - Proposed Service Change Details August 2018 Attachment B - Title VI Service Equity Analysis Attachment C - Overview of Public Involvement Attachment D - Revenue Hours by County V. FY18 Budget Amendment to Include Chapel Hill Transit Carryover ACTION REQUESTED: Recommend Board approval of the FY18 budget amendment. (5 minutes Jennifer Keep) Budget Amendment VI Fare Schedule ACTION REQUESTED: Recommend Board adoption of the Fare Schedule. (10 minutes John Tallmadge)

2 Page 2 of 50 Spring 2018 Fare Change Outreach Fare Schedule Comparison - Current to Recommended for FY19 VII. Recommendation to Extend RTP OnDemand Service Pilot ACTION REQUESTED: Recommend that the Board extend the OnDemand service pilot for six (6) months to December 31, (15 minutes John Tallmadge) OnDemand Pilot Report - Executive Summary VIII. FY19 Proposed Budget Changes (10 minutes Saundra Freeman) IX. Adjournment (Ellen Reckhow) FY19 Budget Change Impacts

3 Page 3 of 50 GoTriangle Board of Trustees Operations & Finance Committee Meeting Minutes April 17, 2018 Board Room, The Plaza, 4600 Emperor Blvd., Suite 100 Durham, NC Committee Members Present: Michael Parker, Committee Chair Ellen Reckhow Committee Members Absent: Mary Ann Baldwin (excused) Sig Hutchinson (excused) Steve Schewel Valerie Jordan Andy Perkins (excused) Committee Chair Michael Parker called the meeting to order at 9:10 am. I. Adoption of Agenda Action: On motion by Reckhow and second by Schewel the agenda was adopted. The motion was carried unanimously. II. Approval of Minutes Reckhow noted a typographical error related to the action for the vanpool contract with Enterprise. The language was corrected as indicated below: On motion by Reckhow and second by Baldwin the Board awarded the Committee voted to recommend that the Board award a contract to Enterprise for Commuter Vanpool Services for GoTriangle s Vanpool Program Operation for a minimum of three (3) years and authorized the General Manager to negotiate and execute a contract to that effect. The motion was carried unanimously. Action: On motion by Reckhow and second by Schewel the Committee approved the minutes, as revised, of the meeting on March 28, The motion was carried unanimously. III. Wake Transit Bus Plan Service Standards and Performance Measures Jenny Green s presentation is attached and hereby made a part of these minutes. Reckhow asked if there are performance measures specific to the Durham County Transit Plan. Green responded that GoTriangle adopted service standards in 2004 for all GoTriangle services. Schewel asked if every stop in Wake County would have somewhere to sit. Green clarified that new or improved bus stop would be ADA compliant and have a space

4 Page 4 of 50 Operations & Finance Committee April 17, 2018 Minutes for a bench, but not necessarily a bench initially. She said adopted guidelines and standards would determine whether a bench is warranted. Schewel then asked the number of bus stops in Wake County now and how many have a shelter. (The exact numbers were provided following the meeting: 1,300 stops in Wake, 250 currently with shelters, to be installed.) Reckhow asked the timeframe for implementing these standards. Green responded that new stops would follow these standards and funds are available in the capital plan for bus stop improvements. She added that Raleigh is pretty close to meeting these standards for shelters at warranted stops (more than 25 boardings per day). Green stated that the GoTriangle Board of Trustees would not act on this item until June, after the TPAC has reviewed and made a recommendation. Action: On motion by Schewel and second by Reckhow the Committee voted to recommend that the Board approve the Wake Transit Bus Plan Service Guidelines and Performance Measures. The motion was carried unanimously. IV. Contract Award for Audit Services William Bryant requested that the Committee recommend award to Cherry Bekaert for FY18 FY20 audit services, with a cost not to exceed $225,000. Reckhow asked about a previous Board member comment regarding using the same firm for a number of years. Bryant stated that the Cherry Bekaert bid scored the highest. Freeman added that the audit team is different each year and is reviewed by a second partner each year. Action: On motion by Reckhow and second by Schewel the Committee voted to recommend that the Board authorize the General Manager to execute a contract with Cherry Bekaert for audit services to cover three (3) audit cycles, not to exceed $225,000. The motion was carried unanimously. V. Youth Fare Change Recommendation John Tallmadge presented a proposal for fare free for youth up to the 19 th birthday. He stated that public comment for this change was overwhelmingly positive, but concerns were raised about managing behavior issues and questions asked about other deserving groups (persons with disabilities, veterans). Tallmadge said consultants are helping staff develop a fare strategy for persons with different needs by looking at best practices and strategies of other agencies. He noted fewer lower income persons in the age 16 to 18 group than GoTriangle s overall ridership, creating a disproportionate burden. Staff is looking at mitigating 2

5 Page 5 of 50 Operations & Finance Committee April 17, 2018 Minutes strategies to attract more low income youth to ride the services and make sure they are aware of and know how to access and use services and passes. Schewel asked Durham s experience since going fare free for youth. Brian Fahey responded that ridership in that age group is 10 to 15% higher than before the student fare free was implemented. Action: On motion by Reckhow and second by Schewel the Committee voted to recommend that the Board approve fare free youth up through age 18. The motion was carried unanimously. VI. GoTriangle Proposed August 2018 Service Changes Jon Dodson briefly discussed proposed service changes: CRX one additional vehicle in the morning and afternoon DRX two additional vehicles in the morning and afternoon with additional morning and afternoon trips Core routes increased span on Sundays until 9 p.m. Holiday schedules will operate on Sunday schedules, no service Christmas Day or Thanksgiving Day Dodson stated that staff would bring this item for approval in May, following the public outreach period. VII. Adjournment Action: On motion by Reckhow the meeting was adjourned at 9:55 am. Michael Parker, Committee Chair Attest: Michelle C. Dawson, CMC Clerk to the Board of Trustees 3

6 Page 6 of 50 MEMORANDUM TO: GoTriangle Operations & Finance Committee FROM: Regional Services Development; Transit Planning Advisory Committee (TPAC) DATE: May 23, 2018 SUBJECT: Wake Transit FY 2018 Q4 Proposed Amendment Strategic Objective or Initiative Supported Implement the Wake Transit Plan with Transit Planning Advisory Committee Action Requested Staff requests that the GoTriangle Operations & Finance Committee recommend the Youth GoPass supplies and materials amendment to be presented to the Board of Trustees at the May 23 rd Board Meeting for approval. Background and Purpose Beginning July 1, 2018, youth will be able to travel fare free throughout Wake County if under age 19. The proposed Amendment is needed for materials and supplies to meet the desired Youth GoPass Program start date. The proposed amendment was available for public/stakeholder comment between April 2, 2018 and May 1, As a part of the packet presented with this memorandum, the committee will find: Memorandum from TPAC Administrator Proposed FY 2018 Q4 Amendment List Detailed Individual Project Amendment Request Budget & Finance Disposition Memo & Table Summary At the time of the O&F Committee and Board of Trustees receiving this item, TPAC will have already reviewed and recommended the amendments to both the CAMPO Executive Board and the GoTriangle Board of Trustees. Also, the CAMPO Executive Board will review the recommendation from TPAC on June 20 th and provide a decision on the recommended amendments.

7 Page 7 of 50 Financial Impact The proposed amendments, if recommended by this committee and approved by the Board of Trustees, will impact the Wake Transit Tax District by an increase of $20,300 compared to the FY18 Adopted Budget. Attachments TPAC FY 2018 Q4 Amendment Packet Staff Contact(s) Steven Schlossberg, Senior Financial Analyst, sschlossberg@gotriangle.org, (919) Saundra Freeman, CFO/Director of Finance and Administrative Services, sfreeman@gotriangle.org, (919)

8 Page 8 of 50 To: TPAC Members/Alternates & Stakeholders From: Adam Howell, TPAC Administrator Date: May 2, 2018 Re: Memo Summary of FY 2018 Q4 Proposed Amendment Per the adopted Wake Transit Work Plan Amendment Process, there was one (1) amendment proposed to the FY 2018 Wake Transit Work Program in the fourth quarter. Amendment requests were reviewed and categorized by the TPAC Administrator, and reviewed for fiscal impact by the TPAC Budget & Finance Committee. There was one (1) Major Amendments submitted. Reasons for submission based on definitions outlined in currently adopted amendment process policy are: The project amendment request as proposed would a new project added to the Work Plan (Project Amendment ID TO002-18A-I) Attached with this memorandum are the following: Proposed FY 2018 Q4 Amendment List Detailed Individual Project Amendment Requests Budget & Finance Disposition Memo and Table Summary NOTE: No comments were received regarding this proposed work plan amendment request. This packet is distributed with the May 9 th TPAC Agenda materials. It is to serve as an aid to the discussion for the TPAC when asked to take action for potential recommendation to both Wake Transit Governing Boards. These requested amendments will be discussed and considered for approval by TPAC and recommendation to the Wake Transit Governing Boards at the May 9 th TPAC meeting. Adam Howell TPAC Administrator

9 Page 9 of 50 FY 2018, Quarter 4, Submitted Amendments from Wake Transit Project Sponsors Proposed Major Amendments Ordinance ID/Amendment ID# Agency Project Title FY18 Original Funds FY18 Amended Request FY19 Funding Impact Reason for Major Amendment Status Transit Plan Administration TO002-18A-I GoTriangle Youth GoPass Supplies & Materials $ - $ 20, $ - Project proposed to be added to Work Plan Distributed for Public Comment - 4/2/2018 Major Amendments - Public Comments Accepted through May 1, 2018 Submit all comments to Adam Howell, TPAC Administrator - adam.howell@campo-nc.us or

10 Wake Transit Work Plan Amendment Form Page 10 of 50 Wake Transit Project ID # FY 2018 FY START DATE Wake Transit Work Plan 7/1/2018 TBD Project Amendment Request Form 6/30/2018 Operating and/or Capital Type of Amendment Minor Major Minor amendment Required when there is: Less than a 20% change to budget appropriations for projects equal to or over $500,000. Less than $100,000 to a budget ordinance appropriation for projects less than $500,000. Any change that does not meet any criteria of a major amendment. Major amendment - Required when there is: A project requested to be added to the Work Plan A project requested to be removed from the Work Plan A cardinal change in scope as defined by the Federal Transit Administration A transfer between budget ordinance appropriations that requests or requires equal to or more than a 20% change to a budget appropriation for projects equal to or over $500,000 A transfer between budget ordinance appropriations that requests or requires equal to or more than a $100,000 change to a budget appropriation for projects less than $500,000 Any change that requires a change in budgeted reserves or fund balance New/Amended Project Name Requesting Agency Project Contact Estimated Operating Cost John Tallmadge Base Year $ 20,300 GoTriangle jtallmadge@gotriangle.org Recurring $ - Estimated Start Date Estimated Completion Notes Estimated Capital Cost For the ordering of Youth GoPasses, and setup for Base Year $ - 5/1/2018 6/30/2018 pass tracking database Cumulative $ - Project Description Project ID Project Appropriation Category Enter below a summary of the project amendment and impact on approved plan. Wake Transit Providers are coordinating as part of the Wake Bus Plan to design and implement a youth fare program. This program will provide, with a pass provided by GoRaleigh, GoCary, or GoTriangle, bus service for youth below age 19 in conjunction with program guidelines. The goal of this program is to increase ridership, and to provide cost-effective traffic-reducing and equity-enhancing supplement to yellow buses and parent vehicles. This amendment will allow us to order passes in April for delivery in May or June. This will allow us to begin distribution of passes by July 1st. 1. Enter Wake Transit Project ID(s) to Increase Amount Recurring Amount $ - Notes This will be an increase to the FY18 Budget TOTAL $ - $ - Project ID Project Appropriation Category 2. Wake Transit Project ID(s) to Reduce Recurring Amount Notes Amount $ 20,300 $ - This will be an increase to the FY18 Budget TOTAL $ 20,300 $ - 3. Impact on Transit Plan Project Costs From above, indicate whether amounts impact operating or capital budgets in Wake Current Year $ (20,300) Estimated Operating Cost Transit Plan. Recurring $ - Base Year Estimated Capital Cost Cumulative Project Justification / Business Case Provide responses to EACH of the questions below. Answer the questions as fully as possible. Enter Non- Applicable (N/A) as appropriate. 4. Is this New/Amended 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? One time purchase to make sure that passes are in hand and database is set up in time to begin program on July 1, 2018.

11 Wake Transit Work Plan Amendment Form 6. What is the expected outcome(s) if this request is funded? What is the alternative if the request is not funded? Page 11 of 50 Youth GoPasses will be ordered in April for delivery in May or June. Pass distribution database will be built and hosted in time for July 1. If the request is not funded, GoTriangle would wait until June to order the passes for delviery in mid-july or August in order for reimbursement to hit FY List below the Key Performance Indicators (deliverables) while this project is in progress. These performance measures will be reported quarterly. Are these the same measures as currently being reported? a) b) c) Delivery of passes and "live" data for pass tracking database Number of Passes Distributed by Transit Provider Project approval and launch in FY19 8. List any other relevant information not addressed. 9. Please enter estimated appropriations to support expenses identified above. Enter FY 2018 and the estimated annualized cost in FY 2019 using the 2.5% growth factor, if applicable. The spreadsheet will calculate 2020 and beyond by 2.5%. If your project is not expected to have recurring costs in FY 2020 and/or beyond, delete the calculation(s) in columns E-H. OPERATING COSTS Growth Factors Salary & Fringes Contracts Bus Operations: Estimated Hours Cost per Hour Estimated Operating Cost Bus Leases Park & Ride Lease Other Other Subtotal: Bus Operations Other: Pass Order Other: Database Hosting Other: Supplies and Materials TOTAL OPERATING COSTS Cost Break Down of Project Request FY18 FY19 FY20 FY21 FY22 FY23 FY % 2.50% 2.50% 2.50% 2.50% 2.50% , , , Please enter estimated appropriations to support contractual commitments and other expenses related to proposed capital projects identified above. CAPITAL COSTS Design Construction - Implementation Equipment Land - Right of Way TOTAL CAPITAL COSTS FY19 FY20 FY21 FY22 FY23 FY24 FY Assumptions for Costs and Revenues Above: 11. Please state any assumption(s) used to calculate the capital and operating dollars and revenues shown above. Purchase of 10,000 passes at a conservative cost of $1.00 per pass. Hosting of pass distribution database at cost of $100 per month for 3 months. Cost of purchasing other supplies and materials associated with rolling out the Youth GoPass program (for example, blank card stock for Youth IDs).

12 Page 12 of 50 Wake County Transit Planning Advisory Committee TPAC Budget and Finance Financial Disposition: April 26, 2018 Discussion: The Budget Amendment process requires the review and provision of a financial disposition of all Major/Minor amendments that are submitted by the Transit Planning Advisory Committee (TPAC) Budget and Finance Subcommittee. Additional review as to purpose, scope, and prioritization, including recommendations for approval or the need for additional review will be discussed at the May 9th TPAC Meeting. All minor and major budget amendments must be approved by the Capital Area Metropolitan Planning Organization (CAMPO) executive board and GoTriangle Board of Trustees. Requested Item for Committee Disposition: Materials and supplies are needed for the FY19 Youth GoPass program which is scheduled to begin implementation on July 1 st. Included in this amendment is the purchase of 10,000 passes at a conservative cost of $1.00 per pass. Also included are hosting costs for a pass distribution database at approximately $100 per month for 3 months and other miscellaneous items necessary for rolling out the Youth GoPass program. Financial Impact: The FY18 GoTriangle Bus Operations budget increases by $20,300. FY19 costs are included in the FY19 Recommended Wake Transit Work Plan project TO005-L Youth GoPass Program.

13 Page 13 of 50 Ordinance Tag Agency Description FY18 Amendment Financial Impact FY 2018 Adopted Budget FY 2018 Proposed Amended Budget FY18 Impact - Increase/ (Decrease) FY19 Incremental Impact Bus Operations GoTriangle Youth GoPass Supplies and Materials - 20,300 20,300 - Total Financial Impact $0 $ 20,300 $ 20,300 $ -

14 Page 14 of 50 MEMORANDUM TO: GoTriangle Operations & Finance Committee FROM: Regional Services Development DATE: May 17, 2018 SUBJECT: GoTriangle August 2018 Service Changes Recommendations Strategic Objective or Initiative Supported Action Requested Staff requests that the Committee recommend service changes to the holiday schedule and service days as well as changes to Route DRX to the full Board of Trustees. Background and Purpose Service planning staff is proposing the following service changes to GoTriangle routes in August Changes include: Additional trips on Route DRX. Route DRX, serving Durham and Raleigh, is the most productive express route in the GoTriangle system and regularly experiences standing room only conditions as well as on time performance problems. This service change would add two vehicles in each of the morning and afternoon runs. Both of these vehicles were part of GoTriangle s contingency fleet. Additional revenue hours would be added to provide two additional trips in the morning to Raleigh, two in the morning to Durham, three in the afternoon to Raleigh, and two in the afternoon to Durham. This will bring the frequency of Route DRX to once every minutes during the highest use portions of the day. This change requires Board approval. Service on Five Additional Holidays. All services in operation on Holidays would follow the Sunday schedule, regardless of the day of the week. There would be no service on Christmas Day or Thanksgiving Day. Holidays with Sunday level service include New Year s Day, Martin Luther King Jr. Day, Memorial Day, Independence Day, Labor Day, the day after Thanksgiving, and Christmas Eve,. Good Friday would become a regular service day. The new holiday schedule would begin Friday, November 23, This change requires Board Approval.

15 Page 15 of 50 Additional vehicle on Route CRX. Route CRX, serving Chapel Hill and Raleigh, is the second most productive express route in the GoTriangle system and occasionally experiences standing room only conditions as well as on time performance problems. This service change would add one vehicle in each of the morning and afternoon runs. Additional revenue hours would be added to maintain the existing frequencies of the route. No additional trips would be made. The vehicle that will be used was part of GoTriangle s contingency fleet. This change does not require Board approval. Routes 100, 300, 400, 700, and 800 would have increased span on Sundays. Route 100 between Raleigh and the Regional Transit Center, Route 300 between Raleigh and Cary, Route 400 between Chapel Hill and Durham, Route 700 between Durham and the Regional Transit Center, and Route 800 between Chapel Hill and the Regional Transit Center would operate until 9PM on Sundays. Those routes currently end at 7PM. There would be no changes to the route patterns or stops. This change does not require Board Approval. Finally, minor schedule changes would be made to other GoTriangle routes to improve reliability. Minor schedule changes do not require Board action. Financial Impact Route DRX improvements would cost an estimated $333,000 in FY19. $211,000 is provided through the Wake Transit Plan and $122,000 is through the Durham County Transit Plan. The additional Holiday service would cost $47,000 in FY19. $8,000 is provided through the Durham County Transit Plan, $6,000 is provided through the Orange County Transit Plan, and $33,000 comes from the general fund. Unlike Sunday services in Durham and Orange counties, Sunday service in Wake County is partially funded by the general fund and partially funded by Wake Transit; the small cost increase for this change does not fall on the Wake Transit budget. Route CRX improvements would cost an estimated $53,000 in FY19, all of which is provided through the Wake Transit Plan. The investment through Wake Transit matches an earlier investment from the Orange County Transit Plan and GoTriangle s general fund. The additional Sunday services would cost an estimated $93,000 in FY19. $35,000 is provided through the Wake County Transit Plan, $35,000 through the Durham County Transit Plan, and $23,000 through the Orange County Transit Plan. Attachments Attachment A. August 2018 Service Change Details Attachment B. Title VI Service Equity Analysis Attachment C. Overview of Public Involvement Attachment D. Revenue Hours by County Staff Contact(s) Jon Dodson, , jdodson@gotriangle.org

16 Page 16 of 50 Attachment A: August 2018 Service Change Details Introduction With the adoption of the GoTriangle Service Standards in September 2003, the GoTriangle Board of Trustees put in place a formal process to facilitate service changes for GoTriangle Regional Bus Service. GoTriangle staff has assembled the following recommendations for service changes proposed to be implemented in August Service Change Overview The goal for the service changes is to increase ridership and improve reliability on existing routes. Service changes to the holiday schedule and service days as well as changes to Route DRX are being proposed. As these qualify as major service changes, these two proposed recommendations require board approval. Changes are also being made to Route CRX and there will be an increase in the span of service on Sundays. Neither of these fall under major service changes; therefore, only approval from the Director of Operations is required. These improvements are included as information items. For additional information on the service change approval process, please reference the adopted policy subsection below: Major Service Change Policy A "major service change" is defined as follows: The addition or elimination of a route A change in at least 25 percent of an existing route's pattern, measured in route miles The expansion or reduction in the span of service or frequency of service on any route by at least 25 percent, measured in revenue vehicle hours The expansion or reduction in regular days of service on any route The following types of activities are not classified as "major service changes" and shall not require that a Service Equity Analysis be conducted: Service for special events Routing changes to address construction or road closures Added service operated during emergencies 1

17 Page 17 of 50 Route by Route Details Route DRX Area Served: Downtown Raleigh, NC State University, Duke/VA Hospitals, Downtown Durham Recommended Action: Two vehicles will be added in each of the morning and afternoon runs. This would create 9 additional trips between Raleigh and Durham. Rationale: Route DRX serving Durham and Raleigh, is the most productive express route in the GoTriangle system and regularly experiences standing room only conditions. Route DRX also experiences on time performance problems. Route DRX is on time to the end of line 74% of the time. Arriving on time is defined as arriving at the end of line timepoint no more than five minutes after the scheduled time. GoTriangle has a goal of more than 85% of trips arriving ontime. This service change would add two vehicles in each of the morning and afternoon runs. Both of these vehicles were part of GoTriangle s contingency fleet. Additional revenue hours would be added to provide two additional trips in the morning to Raleigh, two in the morning to Chapel Durham, three in the afternoon to Raleigh, and two in the afternoon to Durham. This will bring the frequency of Route DRX to once every minutes during the highest use portions of the day. The additional service hours are also going toward increasing the trip times, which should allow the service to reach the system goal for on time performance. Public Input Received: See Attachment C: Overview of Public Involvement Impacts Likely to Occur Regarding: Target Markets: Improvements to the reliability of the route as well as the new trips may attract new customers. Minority Populations: See Attachment B. Title VI Service Equity Analysis Regional Service Distribution: The route operates in Durham and Wake Counties. GoTriangle Peak Fleet Requirements: Two additional vehicles from GoTriangle s contingency fleet Estimated Cost for FY19: $333,000 2

18 Page 18 of 50 Holiday Schedule Changes Area served: System wide. Recommended action: Holiday schedules would be consistent year round. With the exception of Thanksgiving and Christmas Day, all other holidays currently not served would receive service. See the table below for additional details. Holiday Current Schedule Proposed Schedule Memorial Day No service Sunday service Independence Day (July 4 th ) No service Sunday service Labor Day No service Sunday service Thanksgiving Day No service No service Day After Thanksgiving Saturday service Sunday service Christmas Eve (Dec. 24 th ) No service Sunday service Christmas Day (Dec. 25 th ) No service No service New Year s Day (Jan. 1 st ) No service Sunday service Dr. Martin Luther King, Jr. s Birthday Saturday service Sunday service Good Friday Saturday service Regular service Service on Memorial Day, Independence Day, and Labor Day would not begin until Currently, service on the Day aer Thanksgiving and Dr. Marn Luther King, Jr. s Birthday ends around 10:30 PM since they use a Saturday schedule. Under this proposal, service would end earlier, around 8:30 PM. Rationale: All services in operation on Holidays would follow the Sunday schedule, regardless of the day of the week. There would be no service on Christmas Day or Thanksgiving Day. Holidays with Sunday level service include Memorial Day, Independence Day, Labor Day, the day after Thanksgiving, Christmas Eve, New Year s Day, and Dr. Martin Luther King, Jr. Day. The new holiday schedule would begin Friday, November 23, There would be five new holidays where GoTriangle will be providing service. Public Input Received: See Attachment C: Overview of Public Involvement Impacts Likely to Occur Regarding: Target Markets: All customers with access to our core routes, retail and service workers Minority Populations: See Attachment B: Title VI Service Equity Analysis Regional Service Distribution: The services are operated in Durham, Orange, and Wake counties. GoTriangle Peak Fleet Requirements: No impacts Estimated Net Cost Increase for FY19: $47,000 3

19 Page 19 of 50 The following changes do not require Board approval and are information items only: Route CRX Area Served: Chapel Hill, NC State, Downtown Raleigh Action: The CRX will utilize an additional vehicle in the morning and afternoon to mitigate increasing congestion along the route. No new trips will be added. Rationale: Route CRX, serving Chapel Hill and Raleigh, is the second most productive express route in the GoTriangle system and occasionally experiences standing room only conditions. The route is also on time at the end of line only 80% of the time. This service change would add one vehicle in each of the morning and afternoon runs. Additional revenue hours would be added to maintain the existing frequencies of the route. No additional trips would be made. The vehicle that will be used was part of GoTriangle s contingency fleet. See the schedules below for 2017 and the proposed schedule for 2018 for the CRX. An additional bus was necessary to maintain existing frequencies while improving reliability and on time performance. Given the increased travel times between Raleigh and Chapel Hill, an extra trip is not possible within the existing budget and resources Raleigh NCSU District South Franklin Franklin Eubanks NCSU Raleigh Raleigh NCSU District South Franklin Franklin Eubanks NCSU Raleigh 5:55 AM 6:04 AM 6:37 AM 6:45 AM 5:55 AM 6:05 AM 6:40 AM 6:50 AM 6:25 AM 6:37 AM 7:13 AM 7:20 AM 6:25 AM 6:35 AM 7:13 AM 7:25 AM 6:00 AM 6:08 AM 6:18 AM 6:45 AM 6:50 AM 6:55 AM 7:07 AM 7:43 AM 7:55 AM 6:00 AM 6:08 AM 6:16 AM 6:45 AM 6:50 AM 6:55 AM 7:05 AM 7:45 AM 8:00 AM 6:30 AM 6:39 AM 6:48 AM 7:15 AM 7:20 AM 7:15 AM 7:27 AM 8:12 AM 8:25 AM 6:25 AM 6:33 AM 6:43 AM 7:12 AM 7:20 AM 7:25 AM 7:36 AM 8:20 AM 8:35 AM 6:50 AM 7:01 AM 7:11 AM 7:40 AM 7:45 AM 7:50 AM 8:02 AM 8:48 AM 9:00 AM 6:50 AM 7:00 AM 7:10 AM 7:42 AM 7:50 AM 7:55 AM 8:06 AM 8:50 AM 9:05 AM 7:30 AM 7:40 AM 7:51 AM 8:25 AM 8:30 AM 8:35 AM 8:46 AM 9:24 AM 9:35 AM 7:20 AM 7:30 AM 7:42 AM 8:15 AM 8:25 AM 8:30 AM 8:41 AM 9:20 AM 9:35 AM 8:00 AM 8:11 AM 8:23 AM 8:58 AM 9:05 AM 7:50 AM 8:00 AM 8:12 AM 8:50 AM 9:00 AM 8:35 AM 8:45 AM 8:55 AM 9:27 AM 9:35 AM 8:20 AM 8:30 AM 8:40 AM 9:15 AM 9:20 AM 9:05 AM 9:15 AM 9:24 AM 9:48 AM 9:55 AM 8:50 AM 8:59 AM 9:10 AM 9:40 AM 9:50 AM Raleigh NCSU Eubanks Franklin Franklin South District NCSU Raleigh Raleigh NCSU Eubanks Franklin Franklin South District NCSU Raleigh 3:30 PM 3:37 PM 4:08 PM 4:21 PM 4:35 PM 3:30 PM 3:37 PM 4:15 PM 4:30 PM 4:40 PM 4:00 PM 4:07 PM 4:41 PM 4:59 PM 5:15 PM 4:00 PM 4:07 PM 4:45 PM 5:00 PM 5:10 PM 4:20 PM 4:27 PM 5:02 PM 5:27 PM 5:40 PM 4:20 PM 4:27 PM 5:10 PM 5:25 PM 5:40 PM 3:40 PM 3:52 PM 4:29 PM 4:40 PM 4:45 PM 4:55 PM 5:33 PM 5:53 PM 6:05 PM 4:40 PM 4:48 PM 5:35 PM 5:48 PM 6:00 PM 4:00 PM 4:11 PM 4:53 PM 5:05 PM 5:10 PM 5:20 PM 5:58 PM 6:20 PM 6:30 PM 3:55 PM 4:05 PM 4:45 PM 5:05 PM 5:10 PM 5:19 PM 6:05 PM 6:18 PM 6:35 PM 4:40 PM 4:52 PM 5:38 PM 5:50 PM 5:55 PM 6:03 PM 6:36 PM 6:52 PM 7:05 PM 4:20 PM 4:30 PM 5:15 PM 5:35 PM 5:40 PM 5:48 PM 6:35 PM 6:45 PM 6:55 PM 5:20 PM 5:33 PM 6:21 PM 6:30 PM 6:35 PM 6:44 PM 7:13 PM 7:28 PM 7:40 PM 4:50 PM 5:02 PM 5:50 PM 6:05 PM 5:50 PM 6:02 PM 6:49 PM 7:00 PM 5:20 PM 5:33 PM 6:20 PM 6:35 PM 6:40 PM 6:47 PM 7:20 PM 7:30 PM 7:40 PM 6:35 PM 6:47 PM 7:23 PM 7:35 PM 5:50 PM 6:03 PM 6:50 PM 7:05 PM 6:40 PM 6:50 PM 7:30 PM 7:40 PM Public Input Received: See Attachment C: Overview of Public Involvement 4

20 Page 20 of 50 Impacts Likely to Occur Regarding: Target Markets: Improvements to the reliability of the route may attract new customers. Regional Service Distribution: The route operates in Orange and Wake Counties. GoTriangle Peak Fleet Requirements: One additional vehicle from GoTriangle s contingency fleet Estimated Cost for FY19: $53,000 Routes 100, 300, 400, 700, 800 Area Served: Core routes 100, between the RTC and Raleigh, 300, between Cary and Raleigh, 400, between Chapel Hill and Durham, 700, between Durham and the RTC, and 800, between Chapel Hill and the RTC will have increased span on Sundays. Action: Sunday service would be extended and operate until 9:00 PM. Those routes currently end at 7PM. Rationale: The chart below shows average ridership throughout Sunday. Note that other than Route 400, there is no dramatic tapering of the ridership toward the end of day, which illustrates the latent demand for additional span on Sunday. 5

21 Page 21 of 50 Impacts Likely to Occur Regarding: Target Markets: Improvements to the span may attract new customers Regional Service Distribution: Durham, Orange, and Wake counties GoTriangle Peak Fleet Requirements: No impacts Estimated Net Cost Increase for FY18: $93,000 6

22 Page 22 of 50 Attachment B: Title VI Service Equity Analysis Proposed Service Changes for August

23 Page 23 of 50 Introduction Title VI of the Civil Rights Act of 1964 prohibits discrimination on the basis of race, color, or national origin in programs and activities receiving Federal financial assistance. This analysis was conducted in compliance with Federal Transit Administration (FTA) Circular B, which requires any FTA recipient serving a population of 200,000 or greater to evaluate any fare change and any major service change at the planning and programming stages to determine whether those changes have a discriminatory impact. This document is an analysis of GoTriangle s proposed service changes for August Key Findings The Title VI analyses did not identify any disproportionate burden on low income populations or disparate impacts on minority populations at the route level. Title VI Definitions and Policies Definition of Minority and Low Income Populations Minority Population According to FTA Circular B, a minority person is defined as an individual identifying as: American Indian and Alaska Native, Asian, Black or African American, Hispanic or Latino, and Native Hawaiian or Other Pacific Islander. Minority populations are defined by FTA as any readily identifiable group of minority persons who live in geographic proximity, or who may be geographically dispersed, but who may be similarly affected by a proposed action. Low Income Population According to the FTA circular, low income means a person whose median household income is at or below the U.S. Department of Health and Human Services poverty guidelines or within a locally developed income threshold that is at least as inclusive as these guidelines. For these policies, persons with household incomes below 150 percent of the federal poverty level for a regionally average household size are determined to be low income. Low income population is defined by FTA as any readily identifiable group of low income persons who live in geographic proximity or who may be geographically dispersed, but who may be similarly affected by a proposed action. The FTA circular on Title VI compliance states that while low income populations are not a protected class under Title VI there is an " inherent overlap of environmental justice principles in this area, and because it is important to evaluate the impacts of service and fare changes on passengers who are transit dependent, FTA requires transit providers to evaluate proposed service and fare changes to determine whether low income populations will bear a disproportionate burden of the changes." 2

24 Page 24 of 50 GoTriangle Policies The GoTriangle Board of Trustees adopted three policies in June 2014 related to Title VI that guide this analysis: Major Service Change Policy Disparate Impact Policy, and Disproportionate Burden Policy. The requirement for these policies comes from Federal Transit Administration (FTA) Circular B, "Title VI Requirements and Guidelines for Federal Transit Administration Recipients" which became effective October 1, The Circular requires any FTA recipient that operates 50 or more fixed route vehicles in peak service and serving a population of 200,000 persons or greater to evaluate any fare change and any major service change at the planning and programming stages to determine whether those changes have a discriminatory impact. Major Service Change Policy A "major service change" is defined as follows: The addition or elimination of a route A change in at least 25 percent of an existing route's pattern, measured in route miles The expansion or reduction in the span of service or frequency of service on any route by at least 25 percent, measured in revenue vehicle hours The expansion or reduction in regular days of service on any route The following types of activities are not classified as "major service changes" and shall not require that a Service Equity Analysis be conducted: Service for special events Routing changes to address construction or road closures Added service operated during emergencies Disparate Impact Policy for Major Service Changes The FTA circular identifies disparate impacts as a facially neutral policy or practice that disproportionately affects members of a group identified by race, color, or national origin, where the recipient s policy or practice lacks a substantial legitimate justification and where there exists one or more alternatives that would serve the same legitimate objectives but with less disproportionate effect on the basis of race, color, or national origin. These disparate impact policies establish thresholds for determining when impacts of major service changes by each respective agency disproportionately affect minority populations. The thresholds apply to the difference in impacts of the proposed service change between minority populations and nonminority populations, measured by using the service population or ridership of the affected route(s) compared with the service population or ridership of the system. 3

25 Page 25 of 50 For Service Equity Analyses, a threshold of 10 percent shall be used by GoTriangle to determine if the effects of a proposed service change are borne disproportionately by minority populations. Disproportionate Burden Policy for Major Service Changes Disproportionate burden addresses impacts to low income populations. The FTA circular defines disproportionate burden as a neutral policy or practice that disproportionately affects low income populations more than non low income populations. These disproportionate burden policies establish thresholds for determining when impacts of major service changes by each respective agency disproportionately affect low income populations. The thresholds apply to the difference in impacts of the proposed service change on low income populations compared to the impacts on other populations, measured by using service population or ridership of the affected route(s) compared with the service population or ridership of the system. For Service Equity Analyses, a threshold of 10 percent shall be used by GoTriangle to determine if the effects of a proposed service change are borne disproportionately by low income populations. Background GoTriangle System Profile GoTriangle provides service to Wake, Durham, and Orange counties. The entire area within these counties is considered the GoTriangle service area. Average Daily Ridership The following table and chart show the ridership for the GoTriangle system for weekdays, Saturdays and Sundays. Ridership data is collected via Automatic Passenger Counters (APCs) on GoTriangle vehicles and on GoTriangle routes operated by GoRaleigh and Chapel Hill Transit. This data is from GoTriangle s 2017 Annual Report. Table 1: GoTriangle Average Daily Ridership (2017 Annual Report) Average Daily Ridership Weekday 6,261 Saturday 1,601 Sunday 831 4

26 Page 26 of 50 Race and Ethnicity Based on the American Community Survey Year estimates, 43% of the GoTriangle service area is considered minority using the definition provide in the FTA Circular A. Table 2: Minority Population in GoTriangle Service Area Minority Non Minority Total Population within ¼ mile of stops Number 48,250 65, ,530 Percentage 43% 57% 100% Figure 1: Minority Population in GoTriangle Service Area Minority Population 57% 43% Minority Non minority Income Based on the American Community Survey Year estimates, 27% of the GoTriangle service area is considered low income using the definition provide in the FTA Circular A. Table 3: Low Income Population in GoTriangle Service Area Low Income Non Low Income Total Population within ¼ mile of stops Number 30,653 82, ,530 Percentage 27% 73% 100% 5

27 Page 27 of 50 Figure 2: Low Income Population in GoTriangle Service Area Low Income Population 73% 27% Low Income Non Low Income Data Sources Census data is provided by the US American Community Survey, Population is coded by table B03002, field B Low income status is set at 100%, 150% or 200% the US poverty level. This is coded by the appropriate fields in table C GoTriangle is set at 150%. Minority status is coded by table B03002, by subtracting the white, non Hispanic population (B ) from the total population (B ). Service area is a set of block groups determined by a shapefile your agency provides. Map and routing data is provided OpenStreetMap, Mapbox, and Valhalla. Methodology 1. Get the population near a route, including its low income and minority percentage. For each route, build a shape that represents the area within quarter mile of any of its stops. Intersect the catchment area with ACS Census data. Get a list of block groups and the percentage overlap with each. For each block group, take the percentage of overlap and multiply it by the block group s statistics. Get the total population, including minority and low income, for each block group and sum them together. This is the total population a route could serve. 2. Compare the number of people trips, before and after. Multiply the population near a route by the number of trips it makes (per year) to get peopletrips. Repeat for low income and minority populations to get low income people trips and minority people trips. Compare these numbers between the before and after versions of the route, to get a set of people trip differences. We match before and after using routes that have the same name. 6

28 Page 28 of Calculate the total difference in people trips across the transit system. Repeat the process above for every route in the transit system. Sum together the difference in peopletrips. This will return three numbers: total difference in people trips, total difference in low income people trips, and total difference in minority people trips. 4. Calculate the change borne by low income and minority populations. Divide the total difference in low income people trips by the total difference in people trips to get the percentage of change borne by those with low incomes. Repeat for minority people trips. 5. Compare the percentage change to the average in the service area. Calculate the average percentage of low income and minority populations across the entire service area. Subtract from the change borne by those populations. Get two final numbers: the delta between the impact this set of transit changes had on low income and minority populations compared to any average change. Identification of Impacted Census Block Groups There are three types of routes in the GoTriangle system: Commuter operates weekdays during peak hours only and serves a limited number of stops at the beginning and end of a route with a long portion of the route operating as express service Core operates all days of the week and serves stops along the entire length of the route Regional operates weekdays during peak hours only and serves stops along the entire length of the route; however some portions of the route may operate as express service Based on the route type, any block group intersecting the impacted service area is considered impacted. The following criteria are used to determine the impacted service area: Commuter routes o 1/4 mile around all stops Core routes o 1/4 mile around route line Regional routes o Core segments 1/4 mile buffer around route line Determination of Route Level Impacts For each proposed service change considered a major service change, we will compare the percentages of impacted minority and low income populations to the percentages of impacted non minority and low income populations. If the percentage differs by more than 10%, the proposed service change will be considered disparate to minority and low income populations. 7

29 Page 29 of 50 Table 4: Percentage of minority and low income populations in the GoTriangle service area Number Percentage Minority 48,250 43% Low Income 30,994 27% Determination of System Level Impacts To determine the final system wide impacts of service changes, we compare the percentages of impacted minority and low income populations to the percentages of impacted non minority and nonlow income populations. If the percentage differs by more than 10%, the changes overall will be considered disparate to minority and low income populations. Summary of Impacts of Proposed Service Changes Each proposed service change was evaluated and classified as either a minor service change or a major service change using the definition of a major service change (shown above). The results of the evaluation are shown below. Table 5: Evaluation of proposed service changes as major or minor Route Description of Proposed Change Result Major/Minor DRX Holiday Schedule Route Level Analysis Additional trips on DRX in the morning and afternoon peaks Five additional holidays will be served and all holidays served will be Sunday level service This results in a 48% increase in revenue hours This involves the expansion of service days while also entailing the reduction in service hours on some holidays Major Major For proposed major service changes, the percentages of impacted minority and low income populations is calculated and evaluated according to the disparate impact policy and disproportionate burden policy. If the percentage of impacted minority and low income populations differs by more than 10% from the current routes versus the recommended changes, the recommended service change will be considered disparate to minority and low income populations. The change to Route DRX results in no disparate impacts nor any disproportionate burden on the population within a ¼ mile of stops when analyzed on a route level. 8

30 Page 30 of 50 Table 6: Route level disparate impact analysis and disproportionate burden analysis Route Before Total Population Before Minority Population Before % Minority After Total Population After Minority Population After % Minority Disparate Impact DRX 8,773 3, % 8,773 3, % 0% Route Before Total Population Before Low Income Population Before % Low Income After Total Population After Low Income Population After % Low Income Dispropor tionate Burden DRX 8,773 3, % 8,773 3, % 0% The proposed change to the holiday schedule adds five new days to service, allowing greater flexibility and travel time to current and potential customers. While some existing holiday service is on a Saturday schedule, the additional span on Sunday service will help mitigate the loss of Saturday level service for these holidays. Minor service changes The changes to Route CRX and the span increase on Sundays are not considered major according to the GoTriangle major service change policy. A Title VI is not required for the CRX or Sunday span increase. These proposed route changes are: Route CRX o An additional bus will be added to service to maintain current service levels. Sunday Service Span Increase o Service will end at 9 PM. Major service changes The following routes have service changes that were determined to be major: Route DRX The Route DRX proposed service changes include the following: Two vehicles will be added in each of the morning and afternoon runs. This would create 9 additional trips between Raleigh and Durham. Holidays The Holiday schedule proposed service changes include the following: 9

31 Page 31 of 50 Holiday schedules would be consistent year round. With the exception of Thanksgiving and Christmas Day, holidays currently not served would also receive service. System Level Analysis For all proposed major service changes, staff analyzed percentages of impacted minority and lowincome populations and evaluated them according to the disparate impact and disproportionate burden policies, comparing the system before or after the proposed changes. If the percentage of impacted minority and low income populations on a system level differs by more than 10% from the service area average, the proposed service change were considered disparate to minority and low income populations. The total package of proposed service changes have been found to affect a population that is 27.3% lowincome, while the service area average is 42.5% minority. The changes yield no disparate impacts or disproportionate burdens to these population from a system level. Table 7: Minority population affected by all proposed major service changes Before Total Population (w/n ¼ mi) Before Percent of Minority Population Affected (number) After Total Population (w/n ¼ mi) After Percent of Minority Population Affected (number) Disparate Impact? (number) Minority Assessment 100% (113,530) 42.5% (48,250) 100% ( ) 42.5% (113,530) 0% There are no disparate impacts identified on the system level. Table 8: Low Income population affected by all proposed major service changes Before Total Population (w/n ¼ mi) Before Percent of Low Income Population Affected (number) After Total Population (w/n ¼ mi) After Percent of Low Income Population Affected (number) Disproportionate Burden? (number) Low Income Assessment 100% (113,530) 27.3% (30,994) 100% (113,530) 27.3% (30,994) 0% There is no disproportionate burden identified on the system level. 10