Grants Management Workshop Fall 2017 General Session

Transit Funding in the Commonwealth

Jennifer DeBruhl

Chief of Public Transportation

Future Transit Capital

Funding Needs

3

Transit Capital Project

Revenue Bonds

4

CPR bonds comprise 44 percent ($110 million) of the entire transit capital program in FY 2018

2007 General Assembly authorized CTB to issue $3 billion in CPR bonds

• Minimum of 20 percent of bond proceeds ($60 million annually) required for transit capital through 2019

In 2008, Congress provided $150M in funding to WMATA and required $50M match from VA, DC and MD

• Ten-year funding commitment expires in 2020

• Funding for VA Match is from CPR Bonds

Future Transit Capital

Funding Gap

5

Transit Capital

Allocation Process

6

Capital program currently uses a tiered prioritization process:

• Tier 1: Rolling stock for replacement or expansion and related items: 68% State Share

• Tier 2: Infrastructure and facilities: 34% State Share

• Tier 3: Other (Support vehicles, technology, shop equipment, spare parts, etc.): 17% State Share

State Match Rate

68%

49%

27%

18%

0% 0% 0% 0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

2019 2020 2021 2022 2023 2024 2025 2026 2027

Tier 1 Tier 2 Tier 3

7

Transit Capital Project

Revenue Advisory

Board

Created by the General Assembly in 2016 to: Develop a proposal for new revenues to replace expiring

CPR bonds

Develop a project-based prioritization strategy for transit capital projects

State of Good Repair

Expansion projects (using same factor areas as Smart Scale)

Report provided to General Assembly in August 2017

8

Membership and Organization

9

Transit Capital Project

Revenue Advisory

Board

Chair, Hon. Marty Williams (DRPT)

Vice Chair, Hon. Jeff McKay (VACO)

Hon. Tom Rust (VTA)

Dr. Joe Toscano (VTA)

Hon. Mary Katherine Greenlaw (VML)

Jim Spore (DRPT)

Josh Baker (CTAV)

Funding

Principles

10

Virginia should consider a funding approach that utilizes:

• A combination of revenue sources to spread the impact or a single statewide source that is predictable and sustainable

• Revenue sources that ramp up gradually to address future gaps and needs

• A combination of statewide and regional sources with the majority of support coming from statewide sources

• An approach for regional funds directed to prioritized needs within that region

• A floor on regional taxes

• Excess Priority Transportation Fund revenues (after debt service) dedicated to transit capital as this source becomes available

Structure

for Capital

Program Prioritization

SGR Ranking

Expansion Ranking

Project Submittal

Project Type

SGR

Major Expansion Minor

Enhanc.

Minor Enhanc. Ranking

Cost Effectiveness Score

Technical Score: Asset Condition +

Service Impact

Weighting

Technical Score

6 Criteria

SGR Needs Screening

Technical Score: Service Impact

State Share of Cost

State Match / Funding Tiers

Funding Allocation

11

12

Structure for Capital

Program Allocation

SGR

(95%)

Minor Enhancement

(5%)

Fun

din

g

Leve

l

Funding level to be determined based

on review of needs, funding can be

moved to SGR but not from SGR to

expansion

Illu

stra

tive

Stat

e

Mat

ch

up to 80% up to 80% up to 50%

State of Good Repair and Minor Enhancement

(80%) Expansion

(20%)

Minimum funding level (floor) for SGR

Funding can be moved from expansion to SGR based on need

Funding can move from Expansion to SGR

Funding cannot move from SGR to Expansion

Structure for Capital Program Allocation

Transit Capital Spending by Virginia transit

agencies generates

$150 million in productivity costs

Each year, Virginia transit agencies spend:

$630 million

on capital, including

$ 440 million

on state of good repair investment

$600 million in tax revenues to

the Commonwealth from Metro and VRE

(NVTC, 2018)

13

2018- Bus Administration and Construction facility costs $40m with a $4m local match

2020- Without transit capital revenue replacement, same facility costs $40m with a $32m local match

$28m additional local money needed

Case Studies in Transit:

Blacksburg

Transit

Virginia Chamber of Commerce 14

15

16

New STIP OLGA Update

Guidance Documents TDP Requirements

Capital Budgets

A cast of thousands!

New FY18-FY21 STIP

18

OLGA Master User

19

Changes to OLGA

20

GAM Process Review

21

Grants Management Handbook

22

Grants Management Handbook – significant changes

23

Grants Management Handbook

24

Grants Management Documentation

25

Revised TDP Requirements

26

Purpose of Revised TDP Requirements

27

Capital Budgets and TDP Updates

28

DRPT’s Intercity Bus Program

The Virginia Breeze!

11/28/2017 29

Required to use at least 15% of 5311 apportionment on Intercity Bus Service

Regularly scheduled bus service

Open to general public

Operates with limited stops between two or more urban areas not in close proximity

Not commuter service

Fixed-route, capable of carrying baggage

Meaningful connection with national intercity bus network: Shared stops Coordinated schedules Information

FTA Section 5311(f) Definition of Intercity Service

30

Dillon’s Bus Service, Inc is the provider, operating an over-the-road coach bus (Interline ticketing will be available through MegaBus)

Service will begin December 1, 2017

Approx. 50 seats with luggage compartment under the bus

7 days a week

5 hr. 45 min total trip

NB bus will leave from Blacksburg/VT between 7 and 8 am.

SB bus will leave D.C./Union Station around 10 am.

Service Details

31

Stops: Blacksburg (Virginia Tech Student Center)

Christiansburg (460 park-and-ride)

Lexington (Stonewall Square)

Staunton (Martin’s)

Harrisonburg (JMU lot near stadium)

Front Royal (I-66 park-and-ride)

Dulles International Airport

West Falls Church Metro Kiss and Ride Lot

Washington, D.C. (Union Station)

Stops

11/28/2017 32

This is considered a pilot program Performance metrics will be developed, collected and

monitored

Stops and times will be evaluated on a continual basis

Adjustments will be made on an as-needed basis

Should this route be as successful as we hope it to be, DRPT will look toward expanding routes across the Commonwealth

DRPT will be refreshing our study of unmet needs across the Commonwealth.

DRPT Intercity Bus Program

33

Map of Potential Corridors identified in 2013

34

Terry Brown Intercity Bus Program Manager (804) 786-1722

Date 35

Contact

Smart Scale and Technical Assistance

Jennifer DeBruhl

Smart Scale

37

Role of DRPT in Pre-award Phases

38

Area Types

39

Factor Congestion Mitigation

Economic Development

Accessibility Safety Environmental Quality

Land Use

Category A 45%b 5% 15% 5% 10% 20%

Category B 15% 20% 25% 20% 10% 10%

Category C 15% 25% 25% 25% 10%

Category D 10% 35% 15% 30% 10%

Round 1 - Applications

40

Round 1 -Applicants

41

Round 1 - Allocations

42

Round 2 - Applications

43

Area Types

Projects Screened

In (#)

Projects Allocated Funding

(#)

Projects Selected for Funding (%)

Rail/Transit/TDM Projects

Screened-in (#)

Rail/Transit/TDM Projects Selected

for Funding (#)

A 114 46 40% 11 9

B 88 38 43% 8 6

C 86 20 23% 3 2

D 116 33 28% 1 0

Total 404 137 34% 23 16

Round 2 Applicants

44

Round 2 - Allocations

Area Types

Requested Amount for Screened-in

Projects (in $M)

Allocated Amount for Selected

Projects (in $M)

Requested Amount for Screened-in

Rail/Transit/TDM projects (in $M)

Allocated Amount for Rail/Transit/TDM

Projects (in $M)

A $4,446 $650.0 $260.00 $154.00

B $1,118 $215.0 $20.00 $8.78

C $1,353 $52.9 $4.28 $4.13

D $1,567 $75.4 $0.92 $0.00

Total $8,565 $993.0 $285.00 $167.00

45

These numbers show only the amount requested from SMART SCALE directly (does NOT include any local matches)

Round 2 Projects – Transit Benefits

46

Issues to Consider – Pre-application

47

Issues to Consider – Application Preparation

48

Round 3

49

Round 3

50

Project Monitoring

51

http://dashboard.vasmartscale.org/

Reimbursement Requests – Submitting Reimbursement Requests

52

Reimbursement Requests – Submitting Reimbursement Requests

53

Reimbursement Requests – DRPT Reimbursement Form

54

Reimbursement Requests – Summary Form

55

Reimbursement Requests – Invoice #1

56

Reimbursement Requests – Invoice #2

57