planning and programming for transit state of good repair...
TRANSCRIPT
![Page 1: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/1.jpg)
Planning and Programming for Transit State of Good
Repair at the Regional Level
Glen Tepke, Metropolitan
Transportation Commission
Oakland, California
Ninth National Conference on Transportation Asset Management
April 17, 2012
![Page 2: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/2.jpg)
2
Overview
Green Shade = Subject to Commission Action
Development of a Regional Transit Capital Inventory (RTCI)
Use of RTCI and FTA TERM to:
• Project short-term and long-term asset replacement and rehabilitation needs
• Assess state of repair of region’s transit system, set targets for improvement
• Inform priority-setting in Regional Transportation Plan
• Evaluate funding alternatives for capital needs
Coordination of asset management at regional and operator levels
Next steps
![Page 3: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/3.jpg)
3
Metropolitan Transportation Commission (MTC)
Green Shade = Subject to Commission Action
Metropolitan Planning Organization for San Francisco Bay Area
• 9 counties, 12 urbanized areas, 101 cities & towns
• Population ~7 million
• Served by 27 independent transit operators
• MTC develops long-range Regional Transportation Plan -includes projected needs & funding for transit capital replacement & rehabilitation
![Page 4: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/4.jpg)
4
Metropolitan Transportation Commission (MTC)
Green Shade = Subject to Commission Action
Designated Recipient of federal formula funds:
• FTA Urbanized Area & Fixed Guideway Modernization
• FHWA Surface Transp. Program
MTC programs formula funds to 21 transit operators, including: •San Francisco MTA
•BART
•Santa Clara VTA
•AC Transit
•SamTrans
•Caltrain
•Golden Gate Transit
![Page 5: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/5.jpg)
5
Regional Transit Capital Inventory
Green Shade = Subject to Commission Action
Comprehensive & consistent asset inventory for entire region – 25 operators, ~80,000 assets:
• Buses & vans, railcars, ferry vessels, trolleys, cable cars
• Tracks, guideway, bridges, tunnels
• Stations, fare collection equipment
• Facilities - operations & maintenance, equipment
• Systems - train control, traction power, communications
![Page 6: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/6.jpg)
6
Regional Transit Capital Inventory
Green Shade = Subject to Commission Action
Why? Improved basis for projecting region’s preservation costs for RTP & annual funding programs
• Limited funds, increasing reinvestment needs
• Systems reaching mid-life, e.g., BART car replacement • Wide variation in
asset data by operator & asset type
• Shift from project-based to asset-based need projections – more comprehensive & consistent
![Page 7: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/7.jpg)
7
Regional Transit Capital Inventory
Green Shade = Subject to Commission Action
Data included:
• Year in service
• Useful life, rehab cycles
• Replacement & rehab costs
Condition estimated based on age
Data from variety of sources:
• Maintenance management systems
• Financial systems
• Condition assessments
RTCI developed 2006 – 2007, updated 2010 - 2011
![Page 8: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/8.jpg)
8
RTP Transit Capital Need Projections
Green Shade = Subject to Commission Action
RTCI data used with FTA Transit Economic Requirements Model (TERM)
• Developed by FTA to project needs at national level
• Used for National SGR Assessment, C&P reports
• Uses empirically derived asset decay curves to estimate condition based on age & other factors
• MTC projections based on regional funding priority policy
![Page 9: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/9.jpg)
9
RTP Transit Capital Need Projections
Green Shade = Subject to Commission Action
Two types of needs:
• Backlog – assets already past useful life or missed scheduled rehabs at beginning of planning period
• Normal, recurring needs as assets come due for replacement or rehab during planning period
Projected needs under alternative scenarios:
• 10 Years to SGR – backlog addressed over 10 years, meet normal recurring needs on schedule
• Maintain Current State of Repair – defer replacements & rehabs so backlog & other SGR measures remain ~ constant
• Revenue Constrained –SGR at projected funding level
![Page 10: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/10.jpg)
10
RTP Transit Capital Need Projections
Green Shade = Subject to Commission Action
Investment Needs: Investment in Backlog and Normal Replacement By Category
$0.0
$1.0
$2.0
$3.0
$4.0
$5.0
$6.0
$7.0
SGRB
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
Billi
ons
of $
YOE
Systems
Facil ities
Stations
Guideway Elements
Vehicles
Backlog of Deferred Replacement & Rehab ($6.3B)
Average Annual Normal Replacement ($1.5B)
![Page 11: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/11.jpg)
11
RTP Transit Capital Need Projections
Green Shade = Subject to Commission Action
Attain SGR in 10 Years Scenario
Investment Needs: Investment in Backlog and Normal Replacement By Category
$0.0
$1.0
$2.0
$3.0
$4.0
$5.0
$6.0
$7.0
SGRB
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
Billi
ons
of $
YOE
Systems
Facil ities
Stations
Guideway Elements
Vehicles
Average Annual Normal Replacement + Backlog ($1.8B)
![Page 12: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/12.jpg)
12
RTP Transit Capital Need Projections
Green Shade = Subject to Commission Action
Maintain Current State of Repair Scenario
Investment Needs: Investment in Backlog and Normal Replacement By Category
$0.0
$1.0
$2.0
$3.0
$4.0
$5.0
$6.0
$7.0
SGRB
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
Billi
ons
of $
YOE
Systems
Facil ities
Stations
Guideway Elements
Vehicles
Average Annual Normal Replacement + Backlog ($1.3B)
![Page 13: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/13.jpg)
13
Assessing State of Good Repair
Green Shade = Subject to Commission Action
Attain SGR in 10 Years Scenario
SGR Backlog by Category
$0.0
$2.0
$4.0
$6.0
$8.0
$10.0
$12.0
SGRB
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
Billi
ons
of $
YOE
Systems
Facil ities
Stations
Guideway Elements
Vehicles
![Page 14: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/14.jpg)
14
Assessing State of Good Repair
Green Shade = Subject to Commission Action
Maintain Current State of Repair Scenario
$0.0
$2.0
$4.0
$6.0
$8.0
$10.0
$12.0
$14.0
SG
RB
20
11
20
12
20
13
20
14
20
15
20
16
20
17
20
18
20
19
20
20
20
21
20
22
20
23
20
24
20
25
20
26
20
27
20
28
20
29
20
30
20
31
20
32
20
33
20
34
20
35
20
36
20
37
20
38
20
39
20
40
Bil
lio
ns o
f $
YO
E
SGR Backlog by Category ($2010)
Vehicles Guideway Elements
Stations Facilities
Systems
![Page 15: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/15.jpg)
15
Assessing State of Good Repair
Green Shade = Subject to Commission Action
Attain SGR in 10 Years Scenario Percent of Assets Over Age
0%
5%
10%
15%
20%
25%
2010
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
Wei
ghte
d A
vera
ge A
sset
Age
All Assets
Replaceable Assets
Non-Replaceable Assets
![Page 16: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/16.jpg)
16
Assessing State of Good Repair
Green Shade = Subject to Commission Action
Maintain Current State of Repair Scenario
Percent of Assets Over Age
0%
5%
10%
15%
20%
25%
2010
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
Wei
ghte
d A
vera
ge A
sset
Age
All Assets
Replaceable Assets
Non-Replaceable Assets
![Page 17: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/17.jpg)
17
Assessing State of Good Repair
Green Shade = Subject to Commission Action
Attain SGR in 10 Years Scenario Percent of Assets Over Age by Category
0%
10%
20%
30%
40%
50%
60%
2010
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
Wei
ghte
d A
vera
ge A
sset
Age
10000 Guideway Elements
20000 Facil ities
30000 Systems
40000 Stations
50000 Vehicles
![Page 18: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/18.jpg)
18
Assessing State of Good Repair
Green Shade = Subject to Commission Action
Maintain Current State of Repair Scenario
Percent of Assets Over Age by Category
0%
10%
20%
30%
40%
50%
60%
2010
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
Wei
ghte
d A
vera
ge A
sset
Age
10000 Guideway Elements
20000 Facil ities
30000 Systems
40000 Stations
50000 Vehicles
![Page 19: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/19.jpg)
19
Regional Transportation Plan
Green Shade = Subject to Commission Action
1. Revenue vehicle replacement - $16B
2. Tracks, guideway, train control, traction power, communications, & fare collection systems - $17B
3. Stations, facilities, maintenance equipment - $14B
Regional SGR Target: Replace all assets at end of useful life
2013 – 2040 Total projected needs for 10 Years to SGR scenario - $47B
Regional priorities - fund assets most directly related to safety and reliability of services:
![Page 20: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/20.jpg)
20
Regional Transportation Plan
Green Shade = Subject to Commission Action
Draft Transportation Investment Strategy
![Page 21: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/21.jpg)
21
Regional Transportation Plan
Green Shade = Subject to Commission Action
Proposed Approach Continue T2035 Functional Investment Approach Maintain existing pavement conditions Fully fund revenue vehicles and 70%+ of total
other Score 16 assets Fully fund operating needs for existing transit services Invest in State Bridge Rehab & Retrofit Falls short of new Plan Bay Area targets (see below)
Related Performance Targets Maintain transportation system Local Streets & Roads – Pavement Condition Index of
75 and corresponding Non-Pavement State of Repair Transit Rehab – Replace All Assets by End of Useful
Life Reduce distressed state highway lane miles
Trade-Off Investment Proposal $24 Billion
15
Investment Strategy #2:Fix-It First
56%
1%
43%
Close GHG Gap
Fix-It First
Remaining Trade-Off Revenue
![Page 22: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/22.jpg)
22
Regional Transportation Plan
Green Shade = Subject to Commission Action
$35
$44
$98
$115
$40
$47
$28
$38
$0
$20
$40
$60
$80
$100
$120Remaining Need to MeetPerformance TargetRegional Investment
Committed Revenue
$7
$10
$2
$6
$8
$1
$0
$2
$4
$6
$8
$10
$12
Investment Strategy #2:Fix-It First
Local Streets & Roads
Transit Operations
Transit Capital Rehab
State Highways & Bridges
Local Streets &
Roads
Transit Operations*
Transit Capital Rehab
State Highways & Bridges
Regional Investment Detail
Maintenance & Operations Needs and Revenues Summary($ Billions, YOE$)
T203
5
Pla
n B
ay A
rea
T203
5
Pla
n B
ay A
rea
Pla
n B
ay A
rea
Pla
n B
ay A
rea
T203
5
T203
5
Pla
n B
ay A
rea
T203
5
Pla
n B
ay A
rea
T203
5
Pla
n B
ay A
rea
T203
5
Pla
n B
ay A
rea
T203
5
*Includes funding for Lifeline 16
![Page 23: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/23.jpg)
23
Regional Transportation Plan
Green Shade = Subject to Commission Action
34
T2035 by Function - $218 B
O&M - Transit51%
O&M - Roads and
Bridges30%
Expansion- Roads & Bridges
5%Expansion -
Transit14%
Plan Bay Area by Function - $277 B
O&M - Transit58%
O&M - Roads and
Bridges30%
Expansion - Roads
and Bridges
3% Expansion - Transit
9%
Plan Bay Area Summary
See detail in Appendices 1-3
![Page 24: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/24.jpg)
24
Regional Transportation Plan
Green Shade = Subject to Commission Action
27%
22%
22%
33%
29%
19%
58%
30%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
SANDAG SACOG SCAG MTC
Transit O&M Road and Bridge O&M
17
Investment Strategy #2:Plan Bay Area Emphasizes Fix-It FirstComparison of O&M Expenditures with other Regions
![Page 25: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/25.jpg)
25
Programming FTA Formula Funds for SGR
Green Shade = Subject to Commission Action
0
100
200
300
400
500
600
700
2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
$ m
illio
ns
Attachment B. Transit Capital Priorities 10-Year CIP Projections
Fixed Guideway Caps Other Score 16 Other Vehicle Replacements SFMTA Trolleys Caltrain Cars BART Cars Phase 1
Projected Revenues
![Page 26: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/26.jpg)
26
Coordination of Asset Management at Regional & Operator Levels
Green Shade = Subject to Commission Action
BART
• Integrating maintenance management & financial system data with TERM Lite to improve capital planning
SFMTA
• Developed inventory for SGR analysis for New Starts application & CIP development, using MBTA SGR model
• First step in broader TAM program, including asset condition assessments
VTA
• Refined inventory using RTCI template & construction data, used for SGR analysis for New Starts application
BART & SFMTA projects supported by FTA SGR grants
![Page 27: Planning and Programming for Transit State of Good Repair ...onlinepubs.trb.org/onlinepubs/conferences/2012/... · Coordination of asset management at regional and operator levels](https://reader035.vdocument.in/reader035/viewer/2022070814/5f0da76f7e708231d43b6c3c/html5/thumbnails/27.jpg)
27
Next Steps
Green Shade = Subject to Commission Action
• Use RTCI data for upcoming NTD asset reporting
• Incorporate condition assessment data
• Outcome analysis – tie reinvestment level SGR reliability & quality ridership GHG emissions, air quality & congestion – SGR is a means to an end
• Implement TERM Lite – MTC & operators
• Make RTCI data & analysis more accessible for operator asset management