Annual Transit Conference August 2009
Bureau of Passenger Transportation
Presentation Overview
FY2009 and FY2010 CTF Budgets Recovery Act Vehicle Update and Mi Deal Federal Applications Federal and State Reviews Economic Benefit Contract Notes
FY 2009 CTF Budget
FY 2009 Comprehensive Transportation FundProgram Appropriations
Intercity Service/ Equipment, $1,875,000
Rail Passenger, $7,300,000
Marine Passenger, $400,000
Freight and Port, $4,792,900
Specialized Services,
$4,100,100
Bus Transit Capital, $9,403,000
Transportation to Work, $4,844,000
Intercity Terminals, $550,000
Other Public Transportation (Municipal Credit,
Vanpooling, Service
Initiatives) $2,311,500
Local Bus Operating, $166,624,000
CTF Total Program $202,200,500
FY2009 CTF – Local Transit Programs
Specialized Services
$4,100,1002%
Local Bus$166,624,000
89%
Bus Transit Capital$9,403,000
5%
Other$2,311,500
1%
Transportation to Work
$4,844,0003%
Local Transit Total -
$189,043,200
Other - Municipal Credit, Service Initiatives, Vanpool
FY 2010 CTF Governor’s Budget
Revenue Projections
Declining gas tax revenue Toll credits and bond funds won’t be an
answer to shortfalls
FY 2010Governor’s Comprehensive Transportation FundProgram Appropriations
Local Bus Operating, $166,624,000
Marine Passenger, $374,600
Rail Passenger, $5,667,000
Freight and Port, $2,732,400
Intercity Service/ Equipment, $700,000
Intercity Terminals, $150,000
Specialized Services, $3,848,100
Bus Transit Capital, $5,178,200
Transportation to Work, $4,536,400
Other Public Transportation (Municipal Credit, Vanpooling,
Service Initiatives) , $2,118,000
CTF Total Program $191,928,700
FY2010 CTF – Local Transit ProgramsGovernor’s BudgetSpecialized
Services$3,848,100
2%
Local Bus$166,624,000
92%
Bus Transit Capital$5,178,200
3%
Other$2,118,000
1%
Transportation to Work
$4,536,4002%
Local Transit Total -
$182,304,700
Other - Municipal Credit, Service Initiatives, Vanpool
FY2010 CTF – Local Transit ProgramsSenate Version BudgetSpecialized
Services$3,848,100
2%
Local Bus$162,340,600
93%
Bus Transit Capital$2,178,200
1%
Other$1,423,000
1%
Transportation to Work
$4,536,4003%
Local Transit Total -
$174,326,300
Other - Municipal Credit, Service Initiatives
Senate vs. Governor’s Budget Senate version is $7,978,400 lower for Local
Transit Programs LBO reduced by $4.3 million Bus Transit Capital reduced by $3 million Vanpool funding eliminated
Local Bus Operating
FY 2010 – Projected Governor’s budget $166.6M (Senate $162.3) Statewide budgeted eligible expenses $541M Urban > 100,000 pop – 29.47% Nonurban and urban < 100,000 pop – 34.77% Senate – 28.64 % and 33.75 %
FY2009-13 Five Year ProgramLocal Public Transit Costs vs. Revenues
State Share of Operating Expenses
48.90%
41%33.48% 32.52%
28.44%23.94%
18.49%
58.68%
49.13%
39.91% 38.62%34.13%
28.73%22.18%
0.00%
10.00%
20.00%
30.00%
40.00%
50.00%
60.00%
70.00%
1998 2000 2005 2007 2008 2010 2013
Urban Nonurban
1998 - 2007 actual; 2008 - 2013 projected
Operating Expenses by Category
$0$100,000,000$200,000,000$300,000,000$400,000,000$500,000,000$600,000,000$700,000,000
1995 2000 2005 2007 2008
Fuel Insurance
Other Wage & Fringe
State Reimbursed Expenses
CAPITAL MATCH
Capital Match
FY 2009 Federal for buses $37M – matched with $9.3M of
mostly cash Federal for facilities - $20M – matched with $5M
of mostly bond funds Federal for equipment, preventive maintenace -
$56M – matched with $11M of toll credit Some projects not yet under contract so will need
to use FY 2010 match
Capital Match
FY 2010 Governor’s Budget Appropriations is $5.1M
(Senate Bill $2.1M) Toll credit – do not have department approval to
use Bond funds – Can only be used for projects that
will be completed by FY 2011 This shortfall will continue into future years
American Recovery and Reinvestment Act(Recovery Act)
Section 5307
All urban agencies have applied MDOT’s Section 1511 certifications
completed 5 agencies have grants awarded Approximately $1 million was reallocated
$500,000 to Saginaw (City of Promise) $500,000 to MDOT for mini-hybrids Contracts mailed in August – must be executed
by 9/15
Section 5311
Phase 1 application submitted 21 agencies New facility construction, facility purchase, facility
improvement, replacement buses, intercity coaches, shelters, and signage
$13 million – 53% of local transit $s and 42% of intercity $s
State/local project authorization – mailed in August - must be executed by 9/15
Section 5311
Phase 2 Results of Summit
Operating assistance - highest priority need 37 percent for vehicles 28 percent for facility upgrades 28 percent for communications technology AND safety
and security
Section 5311 – Phase 2
Preliminary strategy – local transit Operating Assistance - $2.1 million - 2% increase
Upgrade of infrastructure is MDOT’s priority For Remaining Capital Funds
About 5% – new facilities About 60% – vehicles including hybrids About 25% – facility upgrades including greening About 10% – communications and safety/security
equipment
Section 5311 – Phase 2
Preliminary strategy – Intercity Bus
Facility improvements
Motorcoach replacement – Indian Trails and Greyhound
Transit Investment in Greenhouse Gas and Energy Reduction (TIGGER)
Discretionary program $100 million available nationwide Support transit capital projects that resulted
in greenhouse gas reductions or reduced energy use
FTA should announce awards at end of fiscal year
TIGGER
MDOT application on behalf of: ALTRAN: hybrid electric bus Allegan: wind turbines & solar panels AATA: Ultra-light hybrid buses Blue Water: CNG compressor Clinton: facility energy reductions Jackson: hybrid buses
TIGGER
Other Michigan TIGGER applications: AATA: Mini-hybrid thermal systems and hybrid electric
buses BATA: Fuel cell bus CATA: Mini-hybrid thermal systems and hybrid electric
buses MTA: Modifications to facilities for CNG buses and
hybrid electric buses Thunder Bay: hybrid electric buses SMART: Mini-hybrid thermal systems, hydrogen hybrid,
and hybrid electric buses
Grants for Transportation Investment Generating Economic Recovery (TIGER)
$1.5 billion available nationwide Multi-modal discretionary program to support
major capital infrastructure investments for highways, transit, aviation, and ports
Will be awarded on a competitive basis to projects that have a significant impact on the Nation, a metropolitan area, or a region.
Administered by the Office of the Secretary Applications are due by September 15, 2009.
TIGER
MDOT application – transit projects under development
Urban agencies - Fisher Coachwork buses Working with RTCC on a possible Southeast
Michigan Transit application
Recovery Act Reporting
Section 1201 c (FTA) – Periodic Section 1512 c (OMB) – Quarterly Milestone Progress Report (FTA) –
Quarterly Congress (House Committee T & I) –
Monthly Special inquiries from multiple sources
Recovery Act Reporting
Reporting elements include: Project description and amount Project status – bid, contract, spent, etc. Job information - # of jobs, hours and $
Collection of data by MDOT Will expand milestone report format Rurals will report through MDOT – also Small Urbans for
the House T & I report Working with Governor’s office on OMB reporting –
agencies may report through federal system Important to submit information timely
Recovery Act Reporting
All recipients, subrecipients, and contractors receiving funds under ARRA must:• Obtain a DUNS number • Register on the Central Contractor Registration
(CCR) database• Both will be used for ARRA reporting• Also may need to register for the 1512
reporting• DOT will send an email with instructions
Recovery Act – Transparency State and federal websites – all 1511
certifications – list recovery projects included in TIPs and STIP
Press releases Ground breaking ceremonies Recovery stories Logos on projects or for vendors
Recovery Act - Transparency
Recovery Act – TransparencySupplier Logo
Intercity and Passenger Rail
Intercity Bus Terminals
New facility construction and minor upgrades underway throughout the intercity bus network St. Ignace Battle Creek Detroit Pontiac Southfield Saginaw East Lansing Owosso
Intercity Bus Terminals
Phase 1 - Potential American Recovery and Reinvestment Act (ARRA) Projects Gogebic – Passenger shelters Saginaw – Facility upgrades Shiawassee – ADA upgrades Statewide – Pathway signs
MDOT Office of High Speed Rail and Innovative Projects Advancement
Focal point for MDOT high speed rail funding under ARRA
Also strategic planning, administrative, and operational support for all public-private partnerships within MDOT
Joint venture of the Bureaus of Transportation Planning; Passenger Transportation; Highway Development: Aeronautics and Freight, and Finance and Administration
Office answers to Director Steudle
Tim Hoeffner has been asked to head this office
From the Bureau of Passenger Transportation - Al Johnson, Therese Cody and Mike Bedore on special assignment to the new office. Office will oversee our ongoing rail passenger program
STATE VEHICLE CONTRACTS
State Vehicle Contracts – Multiple Awards Small bus
Hoekstra Transportation (El Dorado) Shepard Brothers (Coach and Equipment) Expire March, 2011
Medium bus Midwest Transit Equipment (Startrans) Hoekstra Transportation (El Dorado) Expire May, 2011
Hybrid Small bus (cutaway) Midwest Transit Equipment (Startrans) Expire August, 2011
State Vehicle Contracts
State vehicle contract/ordering information available on our state web site
State Vehicle Contracts vs. Local Purchase
Medium Bus Price – Hoekstra Transportation /ElDorado (International) vs. Midwest Transit Equipment/Startrans (GM) – International chassis approximately $21,000 more then GM chassis
Future State Vehicle Contracts Volume Purchasing
MiDEAL
Cooperative purchasing program: Allows local units of government to purchase from State
contracts on the same terms, conditions and prices Administered by DMB Over 150 competitively bid contracts available
Average savings (based on lg. volumes) – 25% Saves time spent sending out bid requests and
negotiating contracts Nominal annual membership fee for Transportation
Authorities: $180
MiDEAL
Features and Benefits Wide range of products and services
Road salt and fuel oil Vehicles Buses – small cutaway/medium Hybrid buses – coming soon Energy audits Tires Office supplies and furniture Software Lawn and garden equipment Cell phones Copiers Etc.
MiDEAL
How to join Visit our website: www.michigan.gov/mideal
Contacts Phone: Mary Hanses (517)335-4364 Email: [email protected] Listserv: www.mi.us/listserv/subscribe.html Questions about presentation:
Genevieve Hayes (517)335-4730 or [email protected]
MI JumpStart
Streamlined program to provide additional staffing for Recovery Act of 2009 projects Vendors are pre-registered Provide specified skill sets
Environmental specialists, auditors, IT specialists, accountants, etc.
Registered vendors can provide services to state agencies and local units of government
Questions: Jacque Kuch (517)(241-0239) or www.michigan.gov/buymichiganfirst
FEDERAL AND STATE REVIEWS
Title VI Review
Remaining items
Limited English Proficiency (LEP) Plan – have not received from all agencies (Due 8/15/08)
Title VI Plans including complaint procedures – have not received from all agencies (Due 6/5/09)
Add Title VI Section to Compliance Monitoring
State Management Review
Remaining items
Satisfactory Continuing Control• Develop procedures to manage and maintain control over all
FTA-funded assets• Provide a list of all FTA-funded assets
Maintenance• Develop a program and schedule for obtaining facility
maintenance plans from all subrecipients DBE
• Include requirement for transit vehicle manufacturers (TVM) certification in all bid specs and that subrecipients must obtain from all successful bidders
Drug and Alcohol Compliance
FY 2009: October and November – Reasonable Suspicion and Requirements of Service Agents
Continue to provide yearly drug and alcohol training
MDOT’s contract with NDI expires in December 2009 – we will go out to bid this summer
Procurement System Review (PSR) FTA will be conducting a PSR of MDOT this year May include site visits of some rural transit agencies Purposes of PSR:
Assist grantees to maintain efficient and effective procurement systems
Ensure that its grantees expend their funds in accordance with FTA regulations
Phase of PSR Assessment Phase Contract Review Phase Reporting Phase
Federal Compliance Reviews MDOT Team updating the checklists
Charter, ADA, and Drug and Alcohol portions have been updated
Adding new section on procurement and Title VI Revising transit letter format Planning to use new checklists beginning Oct
Timely Project Completion
Recovery Act – significant emphasis
FTA will be meeting with MDOT quarterly on open federal grants – first meeting September 30, 2009
MDOT will begin emphasizing timely completion on all contracts Majority of project authorizations extended multiple
times Many capital match contracts over five years old FTA Region V wants federal grants closed more quickly
MDOT considering guidelines for project completion
FEDERAL APPLICATIONS
Federal Applications – FY 2009 Section 5309 Earmarks – submitted Section 5309 Statewide – will submit in September Section 5310 – submitted Section 5311 Flex – submitted Section 5311 Recovery Act - submitted Section 5311 Recovery Act Flex – will submit in fall
once all task forces have sent in projects Section 5307 Recovery Act - submitted
Federal Applications - 2010 Section 5316 JARC – small urban and rural –
submitted Section 5317 NF – small urban and rural –
submitted Section 5311 Operating – will submit in the
fall
ECONOMIC BENEFIT
Economic Benefit of Transit Overall Goal: Build an Economic Analysis
Model for Transit Agencies to Measure Local Economic Benefits. Model should be: Operable by Local Agencies without external
consultation Scalable to fit urban to rural systems Able to Update and Replicate the Model Over
Time at Minimal Expense Able to Aggregate a Statewide Picture of Local
Transit Economic Benefits
Economic Benefit of Transit Phase I Completed June 2009 - Model Development and Initial
Testing at The Rapid and ICTC Phase II To Start August-September, 2009. Complete by May
2010. Major Elements of Phase II include: Local economic data collection including user
surveys; local employment data; health care related data; social service data
Local data analysis Develop eight in depth case studies of selected
communities (based on the eight transit agency classifications in PTMS)
User training
CONTRACT NOTES
Capital Payment Request Format The agency must provide a cover letter requesting
reimbursement for any eligible project costs. The cover letter must include:
the agreement and project authorization numbers the payment request number (e.g., request #3) identification of the payment as partial or a final payment the amount to be reimbursed and, if applicable, the third party contract number Highly recommended that line item balances be included
JARC and New Freedom
Farebox revenue is NOT eligible as local match for JARC and New Freedom. Therefore, the agency should back out the
farebox amount from the eligible expenses using code 55008 Other Ineligible Expenses.
A Cost allocation plan is required if providing other services. Method of Farebox allocation should be stated in
CAP.
Cost Allocation Plan (CAP)
The CAP should clearly state which expenses will be allocated and which expenses will be direct expense.