Welcome to the 2018 Workshop/Webinar on Transit Asset Management Rule Implementation

Transcription

1 Welcome to the 2018 Workshop/Webinar on Transit Asset Management Rule Implementation

2 Topic Overview Discussion Lead: Kevin Olinger

3 TRANSIT ASSET MANAGEMENT PLANNING IN NEW MEXICO Kevin E. Olinger Transit Bureau Chief New Mexico Department of Transportation MTAP Spring 2018 Transit Asset Management Webinar March 14, 2018

4 POPULATION DISTRIBUTION

5 Transit Services in New Mexico

6 New Mexico TAM Plan Status

7 Challenges Ahead

8 State DOT Perspective Brian Travis

9 Transit Asset Management California s Progress Caltrans Division of Rail and Mass Transportation Brian Travis 5/14/18

10 A Big Effort made small?? By informing stakeholders By continuously promoting By developing tools Lots of handholding, and; Promoting ownership.

11 Progress So Far Identified Accountable Executives Established Vehicle Inventories Established ULB s Set Targets.. TAM Plans..ongoing

12 Lessons Learned Develop A Strategic approach to TAM Stall- sometimes it works Use of internal, external and private partners simplified effort Strive to be the expert even if you know your not.

13 Toughest Challenge Engagement - Approximately 100 rural agencies Group Plans Who s plan? Electronic Grants Management (EGM) New Module 1 st time out the starting gate What s TAM? OMG - Using TAM to Teach ownership

14 Greatest Successes EGM New Module Keeps everything organized & standardized. Coordination with Planning MPO Agreements are helping to define Tier 1 roles and responsibilities

15 Continuous Education Educate self and others Share FTA Webinars, Conferences, Workshops & websites all very helpful Rural Counties Task Force Meetings MPO Agreements TAM & EGM module training at CalACT EGM module video Lots of phone calls and handholding Why is TAM important? - Answering that one question promotes local ownership of TAM.

16 Thank you Contact Information Mark Codey Brian Travis (916) (916)

17 State DOT Perspective Sree Mitra

18 Iowa Approach to Transit Asset Management Sree Mitra Grant Manager Office of Public Transit Iowa DOT

19 About the Office Public Transit Thirty-five designated transit agencies by Iowa Code Sixteen of these systems are rural and nineteen are urban The Iowa DOT only distributes state and federal public transit assistance to public transit systems that have been duly designated service in all 99 counties Fiscal Year 2017 ridership was over 25.7 million 1,600+ public transit revenue vehicles

20 Iowa s Public Transit System

21 TAM PLANS GROUP TAM PLAN INDIVIDUAL TAM PLANS TIERS Iowa DOT is working on a group plan and is setting targets for our rural and small urban transit systems (population <50,000) that are 5311 subrecipients, includes 23 of our 35 systems Other urban systems who are direct recipients of 5307 funds are managing their own TAM plans and targets. All Iowa s transit systems except Des Moines are Tier II.

22 TAM COMMITTEE SURVEY Sent to 23 agencies to get baseline asset management practices currently in place Facility inventory data collected based on NTD requirements Facility condition assessment will be done in summer 2018 on about 30 buildings using Iowa-DOT-developed app that work on ipads or Android devices. App developed to closely follow guidance from FTA s TAM Facilities Performance Measure Reporting Guidebook

23 PUBLIC TRANSIT MANAGEMENT SYSTEM (PTMS) FOR REVENUE VEHICLES This system is a prioritization process used to select revenue vehicles to be funded for replacement. The Office of Public Transit maintains an extensive inventory on all existing vehicles in the state, which is updated annually. The system prioritizes vehicle replacement annually on a statewide basis based on age and mileage of existing vehicles compared to useful life standards for the specific type of equipment. Point system: Age Score actual months owned - fleet life months Mileage Score (accumulated mileage - fleet life mileage)/3,500 Mileage Score + Age score = PTMS vehicle points Revenue vehicle purchase are prioritized by PTMS points

24 PTMS LIST Sponsor VIN # Mileage YEAR Current Vehicle Description Non-Urban Allocation $1,750,000 Replacement Vehicle Description Add Ons FY18 Total Cost FY18 Federal Participation Local Match PTMS Points Region 1 1FDXE45P76HB , Light Duty Bus (158" wb) Light Duty Bus (176" wb) VSS $93,700 $79,645 $14, Region 1 1FDXE45P06HB , Light Duty Bus (158" wb) Light Duty Bus (176" wb) VSS $93,700 $79,645 $14, Mason City 1FDXE45P86DB , Light Duty Bus (158" wb) Light Duty Bus (176" wb) Diesel, UFRC, VSS $108,700 $92,395 $16, Region 1 1FDXE45P96HB , Light Duty Bus (158" wb) Light Duty Bus (176" wb) VSS $93,700 $79,645 $14, Region 1 1FDXE45P56HA , Light Duty Bus (158" wb) Light Duty Bus (176" wb) VSS $93,700 $79,645 $14, Region 13 1FDXE45S26DB , Light Duty Bus (176" wb) Light Duty Bus (176" wb) $90,697 $77,092 $13, Region 12 1FDXE45S87DA , Light Duty Bus (176" wb) Light Duty Bus (176" wb) VSS $93,700 $79,645 $14, Region 12 1FDXE45S17DA , Light Duty Bus (176" wb) Conversion Van VSS $55,500 $47,175 $8, Region 14 1FDXE45S85HB , Light Duty Bus (158" wb) Light Duty Bus (176" wb) VSS $91,700 $73,360 $18, Region 10 1FDXE45F83HB , Light Duty Bus (176" wb) Light Duty Bus (176" wb) Diesel, VSS $101,700 $86,445 $15, Region 14 1FDWE35S34HA , Light Duty Bus (138" wb) Light Duty Bus (176" wb) VSS $91,700 $73,360 $18, Region 14 1FDWE35S14HA , Light Duty Bus (138" wb) Light Duty Bus (176" wb) VSS $91,700 $73,360 $18, Region 9 1FDWE35S76HB , Light Duty Bus (138" wb) Light Duty Bus (158" wb) VSS $88,600 $75,310 $13, Region 10 1FDWE35S76DA , Light Duty Bus (138" wb) Light Duty Bus (138" wb) VSS $84,500 $67,600 $16, Region 10 1FDXE45P46HB , Light Duty Bus (176" wb) Light Duty Bus (176" wb) Diesel, VSS $101,700 $86,445 $15, Region 4 1FDXE45SX6HB , Light Duty Bus (176" wb) Light Duty Bus (176" wb) VSS $91,700 $77,945 $13, Region 9 1FDWE35S16HB , Light Duty Bus (138" wb) Light Duty Bus (158" wb) VSS $88,600 $75,310 $13, Region 12 1FDXE45S95HB , Light Duty Bus (158" wb) Light Duty Bus (176" wb) VSS $93,700 $79,645 $14, Region 9 1FDWE35S56HB , Light Duty Bus (138" wb) Light Duty Bus (158" wb) VSS $88,600 $75,310 $13, Region 5 1HVBEABM12H , Medium Duty Bus (29-32 ft.) Medium Duty Bus (29-32 ft.) Diesel, VSS $192,549 $163,667 $28, Region 16 1FD4E45P38DB , Light Duty Bus (176" wb) Light Duty Bus (176" wb) VSS $93,700 $79,645 $14, Region 9 1FDWE35S66HB , Light Duty Bus (138" wb) Light Duty Bus (158" wb) VSS $56,131 $47,711 $8, Count $1,750,000

25 Iowa Transit System Structure

26

27 TAM Plans

28 TAM Plans

29 TAM Plans

30 TAM Plans

31 AGREEMENT STRUCTURE Three-pronged approach developed for Iowa MPOs Provisions documented in cooperative planning agreement Provisions documented in annual work program (UPWP) Public transportation providers Provisions documented in annual consolidated funding application State

32 FINAL THOUGHTS. Significant Lesson Learned so Far: Start early with data collection efforts. We sent out a survey to transit agencies in February 2017 to establish baseline Toughest Challenge: diversity of skills, data availability, different internal procedures of group plan participants What Tasks/Processes Are Going Smoothly: Expect facility condition assessment to go smoothly since Iowa DOT has taken ownership Vehicle data is already centralized at the DOT Educating and coordinating with subrecipients: State Transit Association meetings communications TAM Implementation for Tier II Providers and Sponsors course brought to Iowa encouraged group participants as well as our 5307 recipients to take class Working with our systems planning office to formalize communications with MPOs

33 CONTACT INFORMATION THANK YOU! For TAM plan and data-related inquiries Office of Public Transit Sree Mitra Phone: For coordination and planning-related inquiries Office of Systems Planning Andrea White Phone:

34 State DOT Perspective Johnny Mmanu-ike

35 ransit sset anagement South Carolina Group Plan Presented by: Johnny Mmanu-ike South Carolina Department of Transportation Office Of Public Transportation

36 What is Transit Asset Management? Transit Asset Management (TAM): A business model that uses the condition of assets to guide transit asset replacement prioritization for funding to ensure SC transit assets remain in a State of Good Repair (SGR).

37 SC TAMP Development Goal Complete compliant TAMP October,2018 Improved transparency and accountability Optimization of capital investments and improved maintenance decisions Improved data-collection for repairs/replacement decisions Increased safety and reliability Sets attainable priorities Improved strategic, long term investments

38 TAM Implementation Timeline Define state of good repair, including objective standards Require TAM Plans for all recipients and sub- recipients Establish SGR performance measures, recipients set targets Report data to the NTD Provide Technical assistance Activity Initial Due Date Ongoing Submittal Frequency Final Rule Effective Date October 1, 2016 N/A SGR Targets January 1, 2018 Update Annually TAM Plan October 1, 2018 Review Annually Asset Inventory and Condition Report Share TAM Plan with MPO partners October 1, 2018 June 30, 2019 Update Annually Review Annually

39 TAM PLANNING PROCESS Step 1 SCDOT set 4 year targets for each Asset Category Asset Category - Performance Measure REVENUE VEHICLES Age - % of revenue vehicles within a particular asset class that have met or exceeded their Useful Life Benchmark (ULB) EQUIPMENT Age - % of vehicles that have met or exceeded their Useful Life Benchmark (ULB) FACILITIES Condition - % of facilities with a condition rating below 3.0 on the FTA Transit Economic Requirements Model (TERM) Scale Asset Class 2019 Target 2020 Target 2021 Target 2022 Target 2023 Target AB - Articulated Bus AO - Automobile BR - Over-the-road Bus 15% 15% 15% 15% 15% BU - Bus 15% 15% 15% 15% 15% CU - Cutaway Bus 30% 30% 30% 30% 30% DB - Double Decked Bus FB - Ferryboat MB - Mini-bus MV - Mini-van 20% 20% 20% 20% 20% RT - Rubber-tire Vintage Trolley SB - School Bus SV - Sport Utility Vehicle TB - Trolleybus VN - Van 20% 20% 20% 20% 20% Custom 1 Custom 2 Custom 3 Non Revenue/Service Automobile 30% 30% 30% 30% 30% Steel Wheel Vehicles Trucks and other Rubber Tire Vehicles Custom 1 Custom 2 Custom 3 Administration 0% 0% 0% 0% 0% Maintenance 0% 0% 0% 0% 0% Parking Structures Passenger Facilities

40 TAM PLANNING PROCESS Step 1 Cont. Sets State of Good Repair (SGR) objectives TAM Goals and/or Objectives: Based on your vision, what are your specific, measurable, achievable, realistic, and time-bound (S.M.A.R.T.) goals? What measurable steps (objectives) will you take to achieve the goals? This should be written in tabular format as shown below. The table includes an example goal and associated objectives. Use the buttons shown on the right. Goals Objectives Increase customer satisfaction score by 20 percent in Respond to customer feedback from past survey by mid-fiscal year. fiscal year. Respond to customer complaints (through 511) within one week of complaint. Inventory of Capital Assets Condition Assessment Decision Support Tools Decision Support Tools Maintain a current up todate inventory of all rolling stock, equipment and facilities Provide stakeholder date as to the current size and availability of Transit fleet in South Carolina Maintain a current assessment of assets for all asset class levels Provide utilization data and fleet SGR to all stakeholders Provide SCDOT an estimated investment needed to meet TAMP goals. Provide sub-recipients a prioritized list of fleet replacement based on available funding. Provide SCDOT a proposed order of replacement needs ranking of programs and projects Provide sub-recipients a prioritized list of fleet replacement based on available funding.

41 TAM PLANNING PROCESS Step 2 SCDOT Collects Group Data Asset Category Asset Class Asset Name Make Model Count ID/Serial No. Asset Owner Acquisitio n Year Vehicle Mileage Replacement Cost/Value Revenue Vehicles CU - Cutaway Bus Aiken COA Chevy C GB6G3AG9A SCDOT ,293 $60, Revenue Vehicles CU - Cutaway Bus Aiken COA Chevy C GB6G3AG4A SCDOT ,745 $60, Revenue Vehicles CU - Cutaway Bus Aiken COA Chevy C GB6G3AG00A SCDOT ,035 $60, Revenue Vehicles CU - Cutaway Bus Aiken COA Ford E Series 11FDFE4FS6BDA54812 SCDOT ,809 $60, Revenue Vehicles CU - Cutaway Bus Aiken COA Ford E Series 11FDFE4FS3BDA54816 SCDOT ,022 $60, Revenue Vehicles CU - Cutaway Bus Aiken COA Ford E Series 11FDFE4FS7DDA06061 SCDOT ,166 $60, Revenue Vehicles CU - Cutaway Bus Bamberg Cnty COA Ford E350 11FDEE3FL6GDC03581 Local ,267 $60, Revenue Vehicles VN - Van Bamberg Cnty COA Ford Transit 11FTYE2CG2HKA28116 SCDOT ,683 $50, Revenue Vehicles CU - Cutaway Bus BCD-RTMA CHEV STARCRAFT 11GB9G5AG9A SCDOT ,648 $60,000.00

42 TAM PLANNING PROCESS Step 3 Reviews Asset Condition Asset Category/Class Count Avg Age Avg Mileage Avg TERM Condition Avg Value % At or Past ULB Revenue Vehicles ,160 N/A $177, % AB - Articulated Bus N/A - - AO - Automobile N/A - - BR - Over-the-road Bus N/A - - BU - Bus ,233 N/A $550, % CU - Cutaway Bus ,894 N/A $59, % DB - Double Decked Bus N/A - -

43 TAM PLANNING PROCESS Step 3 Decision support tool/process will rely critical asset management Process/Tool Asset Condition Information System Brief Description A software system that uses asset inventory and condition information to generate 5 to 10-year condition forecasts. Asset Condition Condition: 5=Excellent (No visible defects, near new condition) 4=Good (Some slightly defective/deteriorated parts) 3 = Fair (Moderately defective/ deteriorated parts) 2=Marginal (Defective/deteriorated parts need replacement) 1= Poor (Past useful life and in need of prioritized repair or replacement) D= Disposal (Scheduled for disposal within 6 months) Investment Prioritization SCDOT will rely on its analytical asset management software to assist in making these determinations based on the following weighted criteria: Asset Condition 65% Safety & Security - 10% Reliability - 20% O & M Cost - 5% OPT defined - 0%

44 TAM PLANNING PROCESS Step 4 SCDOT will verify all data submit in TAMS Asset Category Asset Class ID/Serial No. Age (Yrs) Vehicle Mileage Replacement Cost/Value Useful Life Benchmark (Yrs) Past Useful Life Benchmark Revenue Vehicles BU - Bus 15GCB2017X ,150 $550, Yes Revenue Vehicles BU - Bus 1C9S2HG81W $550, Yes Revenue Vehicles BU - Bus 1BAGNBKA74F ,483 $550, Yes RevenueVehicles BU - Bus 1BAGJBPA75F ,958 $550, Yes RevenueVehicles BU - Bus 1BAGJBPA95F ,598 $550, Yes RevenueVehicles BU - Bus 1BAGJBPA55F ,988 $550, Yes RevenueVehicles BU - Bus 1BAGJBPA75F ,166 $550, Yes RevenueVehicles BU - Bus 1M8SDMPA96P ,419 $550, No RevenueVehicles BU - Bus 1M8SDMPA06P ,436 $550, No RevenueVehicles BU - Bus 1M8SDMPA26P ,416 $550, No RevenueVehicles BU - Bus 1M8SDMPA96P ,725 $550, No

45 TAM PLANNING PROCESS Step 5 SCDOT Analyze data and sets up funding priority Review agency goals for reasonableness Review ULB and decision making process data Work with providers to develop condition codes for assets Develop TAM plan in collaboration with agencies no later than June 30 th 2018 Post TAM plan to NTD by January, 2019

46 Contact Information SC Department of Transportation 955 Park St. Columbia, SC Public Transit Director: Johnny Mmanu-ike Phone: