Quarterly Meeting PTD Update October 26, 2016

Transcription

1 NC Association of Rural Planning Organizations Quarterly Meeting PTD Update October 26, 2016 Debbie Collins

2 North Carolina s Public Network 2

3 Public Ridership NC Public Transit Fastest Growing in Southeast 80,000,000 70,000,000 60,000,000 Blue Line opens 50,000,000 40,000,000 Transit ,000,000 20,000,000 Source: National Transit Database 3

4 Millions Funding Managed by NCDOT: Federal and State Funded Projects by Fiscal Year $300 $250 $200 $150 $100 $50 $ Federal State All FTA Grants Awarded for FFY *FTA Grants for FFY 2016 not yet available 4

5 FY 16 Funding Distributed by NCDOT: by Expense Category Operating 49% $ 61.3 M Administration 16% $ 20.1 M Capital 35% $ 44.5 M Administration Capital Operating 5

6 State Funding Categories State Operating Assistance FTA Matching Assistance State Programs Urban (SMAP) Rural (ROAP) International Trade Show Administration Capital Operating Planning Interns & Apprentices Technology Demand Management $48.8 M $36.5 M $2.9 M 6

7 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

8 North Carolina Population Change Population Change 2000 to # % North Carolina Urbanized Population 2,452,636 3,761,411 5,232,799 1,471, % North Carolina Nonurbanized 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, % Total United States Population 248,709, ,421, ,745,538 27,323, % State Population 2015 Population per sq. mi NC 10,042, Population Projections 3 M new NC residents Geography QuickFacts - 8

9 Community Funding Goals 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 9

10 New Funding Structure for Community 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, lowincome 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

11 Funding Study 5 Year Budget and Recommendations 5 year budgets Public Division All Community 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

12 Base Case NCDOT Budget Overview Grant Type (Urbanized, Non-Urbanized or Statewide) Non-Urbanized Area Grantees Funding Purpose Administration (or operating, if a grantee opts for that and provides the required local match) Total Federal & State Funds for Grantees $15,545,345 Operating $19,085,130 Capital (Vehicle Replacement and Other Capital Projects) $13,029,297 Other $4,649,100 Operating $31,155,328 Capital $4,236,470 Other $3,714,434 All Grantees Other $1,781,999 Urbanized Area Grantees 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 12

13 What will you look like the Structure of the funds Additional State Funds 5311 OR Appalachian Funds

14 Distributing the 5311 funds TOTAL 5311 STATE RECEIVED Base Funds DISTRIBUTING TO EACH SYSTEM Federal Allocation Performa nce Funds 5311 = $30,000 + Federal Allocation + Performance 14

15 Currently Received vs Projected Received in 2020 Received in 2017 $500,000 $450,000 With Performance in 2020 Without Performance in 2020 $400,000 $350,000 $300,000 $250,000 $200,000 $150,000 $100,000 $50,000 $- 15

16 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 Case 2: Currently earn more than formula, will move to 5311 funding based on formula

17 Rural Scenarios Case 1: Currently earn less than formula, will stay at current 5311 funding level until Currently earn more than formula, funding will decrease by no more than 10% per year (-10%) 2019 (-10%) 2020 (-10%)

18 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

19 Research Projects ecoprt Cameras as passenger counters for deviated fixed route Rides to Wellness Mobility On Demand Demand Management CMAQ funds Funding criteria: statewide applicability, measurable performance, innovation, and vehicle miles traveled (VMT) impact. Innovations Office 19

20 Non Emergency Medical - NEMT Pilot only starts September 1, Counties - Alamance, Catawba, Cumberland, Franklin, Lincoln and Rowan Our Goal: electronic claim submission by all Why not bill direct miles? 20

21 Interesting Time Availability of Information 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 21

22

23 Veterans with Disability by Census Tract Legend Veteran Population per Census Tract Significant* Source: U.S. Census Bureau, 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. 23

24 Interesting Time Shifting Expectations 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? 24

25 Interesting Time New Opportunities 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 25

26 Interesting Time New Requirements 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? 26

27 Community 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

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 What Are We Already Doing? 28

29 PTD Success Plan 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 % of transit agencies express satisfaction in PTD service. 90% of grants are closed within their period of performance. 29

30 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

31 High Level View of 4 Key CCP Steps 31

32 32 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

33 Roles and Responsibilities of CCP 33

34 Category 2 CCP 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: vehicles Typical Workforce: employees Average six plans per year Start 3 in July and 3 in December 34

35 Plan Expectations 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. 35

36 Ultimate Outcome Innovation / Change New Service Delivery Models New connectivity corridors, like these SW NC RidgeRunner Sandhills Connector New partners / opportunities 36

37 Opportunities Locally Coordinated Plan TMOUs Community Connectivity Plans 5 year budget updates Comprehensive Plans Emergency Operations Centers Definitions Agreements Rural Health Building Integrated Communities 37

38 Thank you! 38 Debbie Collins