Transit Asset Management. Pendleton, OR Oct. 2, 2017

Transcription

1 Transit Asset Management Pendleton, OR Oct. 2, 2017

2 Background Transit Asset Management (TAM) Plan Originated in MAP U.S.C Requires Secretary of Transportation to establish and implement a National TAM System which defines state of good repair $89.8 Billion State of Good Repair (SGR) Backlog Derived from FTA s Transit Economic Requirements Model (TERM) $1.5 Billion a Year is Needed To Keep Backlog From Growing Based on newly released Conditions and Performance Report

3 Currently Transit Asset Management (TAM) Plan Final Rule, 49 CFR Part 625 July 26, 2016 Effective October 1, 2016 with a 2 year implementation period Applies to all recipients and subrecipients of Federal financial assistance under 49 U.S.C. 53 that own, operate or manage capital assets used for providing public transportation Designed to be scalable for small and large systems Applies to 5310 providers who provide general public transportation or public transportation to a portion of the public (seniors, persons with disabilities, low income) FTA will provide technical assistance and tools

4 Transit Asset Management (TAM) Plan Plan Is Designed to Assist Providers in Assessing the current condition of its capital assets Determining what the condition and performance of its assets should be (if they are not already in a state of good repair) Identifying the unacceptable risks, including safety risks, in continuing to use an asset that if not in a state of good repair parallels anticipated Safety Plan regulations Deciding how to best balance and prioritize reasonably anticipated funds (revenues from all sources) towards improving asset condition and achieving a sufficient level of performance within those means

5 Scalability Transit Asset Management Tier I Owns, operates or manages: Rail transit mode More than 101 revenue vehicles (TAM) Plan Tier II Owns, operates or manages: 100 or fewer revenue vehicles Or is a rural subrecipient under 5311, or an American Indian Tribe Has no rail or fixed guideway

6 Transit Asset Management (TAM) Plan Tier I Transit Asset Management Plan includes Inventory, number and type of capital assets Condition report of those assets Description of analytical process or decision making tools Project-based prioritization of investments TAM and SGR policy TAM s implementation strategy Description of key TAM activities Summary or list of resources including personnel to carry out TAM Outline of monitoring, update and evaluation of TAM

7 Transit Asset Management (TAM) Plan Tier II Transit Asset Management Plan includes Inventory, number and type of capital assets Condition report of those assets Description of analytical process or decision making tools Project-based prioritization of investments Tier II providers may be part of a group plan with a sponsor (eg. State DOT)

8 Transit Asset Management (TAM) Plan State of Good Repair (SGR) and Safety Management Systems (SMS) A TAM helps to identify safety risk through asset management in determining SGR of an asset and mitigation strategies Both a TAM and SMS require a designated Accountable Executive responsible for ensuring funding and culture in place to support both Performance measures are required with both

9 Transit Asset Management Tier II Where do I start? TAM Plan Developing a Transit Asset Management Plan requires Accurate data collection and reporting Organization of data and asset related policies (i.e. Preventive Maintenance Program for vehicles, facilities and equipment, vehicle disposition, asset monitoring) Development of goals and performance measures Investment and replacement strategies

10 TAM - Data Tier II Asset Categories Asset Category Asset Class Asset Sub-Class Bus 35' + Medium Bus Cutaway Rolling Stock Van/Car 15pas Minivan Auto Facility Support Facilities Administration Maintenance Passenger Facilities Transfer Center Parking Facilities Park and Ride Maintenance Lift System Equipment Bus Wash System Non Rev. Vehicles Service Truck Admin Car

11 TAM - Data How do I classify my vehicles? FTA Circular D

12 TAM - Data Default Useful Life Benchmarks (ULB) Cheat Sheet AO Automobile 8 BR Over-the-road bus 14 BU Bus 14 CU Cutaway bus 10 MB Minibus 10 MV Minivan 8 VN Van 8

13 Defining State of Good Repair (SGR) What factors go into defining SGR? Useful Life Benchmark most common factor and user defined (REQUIRED) Useful Mileage Benchmark mileage based factor used to identify excess mileage rolling stock that may exceed SGR though not exceeding ULB Condition Assessment rating scale of vehicle condition, maintenance, safety

14 Defining State of Good Repair (SGR) Defining SGR based on Useful Life Benchmarks (ULB) Useful life is user defined based on operating environment, historical evidence, manufacturer guidelines, and other relevant factors. System A runs 4 year old vehicle 4 hours a day System B runs 4 year old vehicle 20 hours a day There must be a rationale behind useful life definitions, not necessarily tied to funding cycles. Can be used in defining performance targets, lifecycle costs and maintenance structure. ULB s should be re-visited periodically to determine if adjustments are necessary. FTA considers ULB as the age at which a vehicle is expected to reach condition 2.5 (on a scale of 1 to 5)

15 Useful Life Mileage Defining State of Good Repair (SGR) Taken from inspections and periodic reporting requirements Comparison of Useful Life Mileage to current mileage A factor to be used in addition to other factors for determining SGR and asset management (replacement, recondition) Can be used in defining performance targets, lifecycle costs and maintenance structure Must still be able to translate mileage expectations into the age-based ULB that are required by FTA

16 Condition Assessment Defining State of Good Repair (SGR) Typical State of Good Repair (SGR) includes ranks 3-5 Description of ranking is determined by transit system. A factor to be used in addition to other factors for determining SGR and asset management (replacement, re-condition) Can be used in defining performance targets, lifecycle costs and maintenance structure Assessments must be conducted on a consistent basis must be well defined. Can use FTA s Transit Economic Requirement Model (TERM) in assessing facilities. (must be 5 point scale)

17 Defining State of Good Repair Condition Assessment cont.. (SGR) Not needed for third party assets if no direct capital interest Sample from WVDOT Rank Category 5 Excellent 4 Good 3 Fair 2 Poor 1 Bad Description Brand new, no major problems exist, only routine preventive maintenance. Elements are in good working order, requiring only nominal or infrequent minor repairs (greater than 6 months between minor repairs). Requires frequent minor repairs (less than 6 months between repairs) or infrequent major repairs (more than 6 months between major repairs). Requires frequent major repairs (less than 6 months between major repairs). In poor condition that continued use presents potential problems.

18 Data Collection Start by collecting data Fleet list Vehicle ID Vehicle Type Mileage Year built/in service Condition Purchase price Anticipated Replacement or Rehab Year Seating Capacity and WC positions Status of Vehicle Length of Vehicle Fuel Type

19 Data Collection Additional data to be included in TAM Plan Rolling Stock and Facility Maintenance Plans Decision Making Tools (Prioritizing replace or refurbish) Preventive Maintenance Programs Inspection Details Maintenance Costs for Life of Asset Relevant policies (i.e. procurement, disposition)

20 Defining Targets Performance Targets must be developed and revisited annually. Based on current data Should be reasonable and achievable Quantifiable Incorporate other factors like funding, operational changes, and planning Optional for (Jan 1, 2018 required)

21 Defining Targets Asset Category Asset Class Asset Sub-Class Performance Targets Bus 35' + Rolling Stock Facility Equipment Medium Bus Van/Car Support Facilities Passenger Facilities Parking Facilities Maintenance Non Rev. Vehicles 25'-35' 15pas Minivan Auto Administration Maintenance Transfer Center Park and Ride Lift System Bus Wash System Service Truck Admin Car

22 Asset Management Prioritize replacement through analysis and decision making tools Determine asset replacement through a combination of factors (Useful Life, Useful Mileage, Condition Assessment, Funding, Service Planning) Review of Life cycle costs over the life of the vehicle, facility or equipment

23 Asset Management Decision Making Tool Lifecycle Costs Vehicle Classification SMV, MMV, MV1 Useful Life 5 Useful Mileage Cost of A Inspection $ A Inspection Interval in Miles 4000 A inspections needed over useful life of vehicle 20 $ Cost of B Inspection $ B Inspection Interval in Miles B inspections needed over useful life of vehicle 5 $ Cost of C Inspection $ C Inspection Interval in Miles C inspections needed over useful life of vehicle 3 $ Cost of D Inspection $ D Inspection Interval in Miles D inspections needed over useful life of vehicle 3 $ 1, $ 2, Include Parts and Labor on the following In miles Cost of Set of Tires $ Average Tire Replacement Interval Tire Replmt over UL of Vehicle 3 $ 2, Cost of Set of Brakes $ Average Brake Replacement Interval Brake Replmt over UL of Vehicle 5 $ 1, Cost of Transmission Replacement $ 1, Average Transmission Replacement Interval Trans Replmt over UL of Vehicle 1 $ 1, Cost of Engine Replacement $ 3, Average Engine Replacement Interval Engine Replmt over UL of Vehicle 0 $ - $ 5, $ 8,040.00

24 Asset Management Decision Making Tool Average of Useful Life, Mileage and Condition Assessment Rank Category No. % Total No. Total % SGR 5 Excellent % 4 Good % % SGR 3 Fair % 2 Poor % % Non SGR 1 Bad % Total

25 TAM Plans Systems will be required to develop TAM Plans by October, States may choose to be sponsor for rural public transit systems and develop a statewide plan. Many States have developed an asset inventory program taking into account TAM elements

26 Transit Asset Management Benefits: This requirement, though data intensive, once set-up can be easily updated. TAM can be used as a planning tool. TAM Plans will provide FTA with a nationwide State of Good Repair to help with infrastructure investments in the future.

27 ODOT Condition Assmt. Guide Asset Rating Score Asset Age Asset Condition Asset Performance Level of Maintenance (Percent of useful Life Remaining) (Quality, Level of Maintenance Required) ASSET CONDITION MEASUREMENT ASSET CRITERIA AND SCORING SYSTEM (Reliability, Safety, Meets Industry Standards) (Level of Preventive and Corrective Maintenance) CONDITION RATING Asset Condition Rating Rating Description Scoring Range Asset new or nearly new 75% - 100% Asset new or like new; no visible defects Asset showing minimal signs Asset nearing or at its of wear; some slight defects midlife point 50%-75% or deterioration Asset has passed its midlife point 25%-50% Asset nearing or at end of its useful life 0%-25% Asset passed its useful life Some moderately defective or deteriorated components; expected maintenance needs Increasing numbers of defects; deteriorating components; growing maintenance needs Asset in need of replacement or restoration; may have critically damaged components Asset meets or exceeds all performance and reliability metrics, industry standards Asset generally meets performance and reliability metrics, industry standards Occasional performance and reliability issues; may be substandard in some areas Performance and reliability problems becoming more serious; sub-standard elements Frequent performance and reliability problems; does not meet industry standards No unfunded or deferred maintenance activities Corrective maintenance increasing; no skipped preventive or corrective maintenance More frequent corrective maintenance required and some minor component failures Corrective maintenance activities frequently, including major components needing replacement or rehab Excellent Adequate Marginal 4.8 to to to to 2.9 Major component failures Poor 1.0 to 1.9 Asset nonoperable 0 Asset non-operable or unsafe or unsafe 0 Good In State of Good Repair >2.50 State of Good Repair 2.50 Not in State of Good Repair <2.50 Start Planning your Bus Replacement Enter Score here Asset Age Asset Condition Asset Performance Level of Maintenance Asset Condition Rating 5 Auto Calculated Score

28 ODOT - OPTIS Database of Transit Assets with FTA interest. Quarterly reporting system will include condition assessments and mileage Will be requiring non-fta funded assets used in the delivery of public transit.

29 Thank-you Kelly Shawn, RLS & Associates (703) Christine West ODOT (503)