Status Report Metrobus Capital Improvement Program FY06-11

Washington Metropolitan Area Transit Authority Status Report Metrobus Capital Improvement Program FY06-11 P D E C Presented to the Board of Directors: Planning & Development Committee September 8, 2005

Contents I. Purpose II. III. IV. Background Bus Fleet Improvements Bus Maintenance Facilities V. Bus Onboard Systems VI. VII. VIII. Bus Stop Improvements Bus SmarTrip Fareboxes/Ridership Reporting Summary Appendices: A-1: Fleet Profile A-2: Capital Improvement Program Budget A-3: Project(s) Master Schedule 2

I. Purpose To brief the Planning and Development Committee on the current status of the Metrobus Capital Improvement Program, an $830M near term investment to achieve the full potential of the public s Metrobus system. The 1473-bus fleet (Appendix A-1) is the 5 th largest in the nation. This comprehensive, multi-year program of projects ranges from new buses for replacement and growth, to customer information features, such as arrival information at bus stops and other Intelligent Transportation Systems (ITS) advancements, to new and upgraded facilities. 3

II. Background The $830M funding for the Bus Capital Improvement Program includes $536M of funding from the Metro Matters Funding Agreement and $294M in other approved bus capital funding. Onboard Systems $74 (9%) Bus Stop Improvements $27 (3%) Maintenance Facility Improvements $128 (15%) Fleet Improvements $601 (73%) The program does not accommodate $45.5M in desirable but currently unfunded projects 4

III. Bus Fleet Improvements Projects Underway FY05-11: $338M Bus Replacement with 250 CNG Buses: $108M Purchase 250 CNG buses. Delivery began August 11 th and will be completed March 2006. Bus Replacement: FY06-08: $117M In May 2004, the Board authorized the staff to initiate and award procurement for new buses to include 50 hybrid electric buses in FY06, up to 117 advanced technology diesel buses in FY07, and 50 additional hybrid electric buses (contingent upon evaluation of initial 50) for delivery in FY08. Annual Vehicle Overhaul: FY05-10: $108M Capital funding provides for the annual mid-life overhaul of approximately 100 buses. Clean Fleet Program: FY01-06: $5M Completes the Clean Fleet Program adopted by the Board in September 2000. The soot filters reduce particulate matter emissions by 90% and eliminate visible smoke. Install soot filters on buses equipped with Cummins and Detroit Diesel engines (336 buses); the Cummins soot filters are complete (74 buses) and the EPA had advised not replacing the Detroit Diesel soot filters (262 Buses) until final EPA resolution. EPA has now resolved the issue and work is scheduled to be completed in December 2005. 5

III. Bus Fleet Improvements Upcoming Projects FY06-11: $263M Bus Expansion Metro Matters 185 Bus Program: $95M Purchase up to 185 buses for expansion After completion of the evaluation based on experience with the first 50 Hybrid buses, staff will recommend to the Board a selection of vehicle technology for the first 50 Metro Matters expansion buses. Remaining 135 buses will not be purchased until the bus network evaluation is complete (currently estimated to be Spring 2006), as required by the Metro Matters Funding agreement. Bus Replacement FY09-11: $168M Purchase 241 replacement buses Fleet mix of vehicle technology is under review with staff recommendation to be made based on experience with Hybrid buses starting Spring 2006. 6

III. Bus Fleet Improvements Bus Fleet Average Age The Board has established an average fleet age goal of 7.5 years. With the replacement purchases discussed here the average age will decline from the current level of 10.1 years to 7 years by FY07 and will continue to remain at or under 7.5 years through FY 2011. 12 Average Age (Yrs) Board Goal 11 10 9 8 7 6 FY '05 FY '06 FY '07 FY '08 FY '09 FY '10 FY '11 Fleet Size 1473 Fleet Size 1498 Fleet Size 1523 Fleet Size 1553 Fleet Size 1593 Fleet Size 1658 Fleet Size 1658 Graph reflects planned annual delivery schedule of 185 Metro Matters Expansion Buses; Fleet Average Age will be higher if MM 185 buses are not procured and fleet expansion occurs without additional new buses; Fluctuation in Average Fleet Age due to projected delivery rate of new buses vs. retirement of older buses in fleet. 7

IV. Bus Maintenance Facilities Projects Underway FY06-11: $128M The following projects are part of the Board-approved Infrastructure Renewal Program: Bus Work Equipment / Washers / Support Equipment: $43M This project includes the replacement of bus washers, bus lifts, and the replacement of brake testers and other miscellaneous equipment required to support the bus maintenance operation. Bladensburg CNG/Bus II Carmen Turner Facility: $14M The heavy overhaul portion of the Bladensburg facility must be converted to be CNG compliant. This will allow for heavy overhaul of the CNG fleet completed in August 2005. In addition, the project includes the build-out of the Bus II area of the Carmen Turner Facility at the bus body and paint shop. Project completion is targeted for December 2006. CNG Four Mile Upgrade: $22M This project involves the design, construction, operation, and maintenance of a CNG fueling facility to support 212 buses. Project completed August 2005 West Ox Maintenance Facility Metro Matters Bus Facility: $49M This is a proposed joint use facility for Fairfax County and WMATA in the western county pending Board approval. Capacity for an initial 75 Metrobuses from existing garages and Metro Matters can expand to 150 buses. Project completion is likely Spring 2008. The project is being managed by Fairfax County. 8

IV. Bus Maintenance Facilities APTA Peer Review made a general recommendation for facility improvements. The improvements detailed below have an estimated cost of $36M but are presently unfunded. In addition, a recommendation for the unfunded priorities will be made under the proposed FY2007-12 CIP, in December 2005. Four Mile Run Montgomery Bladensburg Landover Royal Street* Arlington* Southeastern Southern Facilities Security Enhancements Western* All Facility Northern* Install paint facilities, renovate bathrooms and locker rooms. Replace lighting, HVAC system, bathrooms and locker rooms. Replace wash reclaim system, HVAC system, heating boilers, and paint booth, renovate bathrooms and locker rooms. Replace lighting, HVAC system, heating boilers, renovate bathrooms and locker rooms, repair/ repave roadway and parking lot. Upgrade lighting, renovate bathrooms and locker rooms, replace shop air compressors and dryers, replace overhead bay doors. Masonry structure requires structural repair to allow use of the second story areas. Replace brake testers and other brake equipment. Description Replace and repair aging and worn equipment; major rehabilitation of parking structure, lighting, overhead bay doors, bathrooms and locker rooms. Replace and repair aging and worn equipment and rehabilitation of entire HVAC system, shop air compressors and dryers, bathrooms and locker rooms. The open environment of our bus garages creates the potential for a myriad of safety and security problems. Enhancements such as guard booths, closed-circuit TV and alarm systems are necessary to mitigate these problems. Replace shop air compressors and dryers, HVAC system, and renovate bathrooms and locker rooms. $1.5M for the purchase and installation of mechanic s kiosks at all bus maintenance facilities to eliminate manual input errors and speed the input of data to produce more accurate and timely reporting for all users of the system. * Northern, Royal Street, Arlington, and Western are authorized for joint development consideration. 9

V. Bus Onboard Systems Projects Underway FY06: $59M Bus Radio System: $26.5M Motorola s ten-site above ground infrastructure was completed February 2005, and during testing, performed better than the contract specifications for coverage. All buses fleetwide have Motorola Radio Communications installed (December 2003); however, during the testing and acceptance period Motorola determined that a remediation effort was necessary due to excessive fuse failures on primary power and ignition sense circuits, microphone failures, antenna lockups and inconsistent automatic software uploads over wireless LAN. Motorola completed remediation at Arlington Garage in July; and Southeast and Four-Mile Run in August 2005. Motorola projects completion of all garages by December 2005. Bus AVL: $3.5M Automatic Vehicle Locator System (AVL) has been installed on all buses as part of Motorola s radio communication system through a special congressional security appropriation. This Orbital System identifies the location of all buses and communicates to the Bus Operations Command Center (OCC). Final acceptance is targeted for January 2006. Bus Fare System Replacement: $24M New fare boxes that validate currency, accept payment in cash and perform financial transactions via SmarTrip technology have been installed and tested. Installation of the system completed in August 2004 and is performing above the 99% level. Final acceptance of this system is targeted for December 2005. Scheduling and Dispatch System (Trapeze): $4M Install scheduling system at the ten bus divisions. Project completion targeted for December 2005 as part of the ITRP effort. Bus Systems Architecture and Standards: $1M Provide a framework for integration and standards for interoperability. A final draft was provided in June 2005 and a final report is due in September 2005. The guidelines complies with FTA Intelligent Transportation Systems (ITS) integration requirements. All future bus fleet and facility systems projects will comply with the integration guidelines. 10

V. Bus Onboard Systems Upcoming Projects FY06-08: $15M Implementing a series of onboard systems that, when fully iintergrated, will provide detailed information to: provide real-time information to our riders, provide a foundation for an integrated information system, and manage and control the bus system Projects required to do this are as follows: Integration of AVL, Farebox and Scheduling Systems: $1M This project contains constitutes Phase I of Bus Systems Integration to integrate the bus schedule and AVL systems by December 2005. Integration of these two systems will be expanded with the integration of the bus farebox by June 2006. Regional Bus Stop Inventory & Databases: $1.5M Inventory of Metro bus stop facilities and conditions to be completed by June 2006 Develop web-enabled regional bus stop database to share and maintain the data by June 2007. 11

V. Bus Onboard Systems Upcoming Projects FY06-08: $15M (cont d) System Integration / Single Sign On: $4M This is the final step (Phase II) to complete the overall onboard systems integration to allow for simplified sign-on. These systems include: AVL, scheduling, radios, fare collection, etc. Completion targeted for March 2007. Data Warehouse & Reporting: $2.5M Complete a bus operations warehouse that will integrate, store and analyze operations data for management and planning purposes. The information that is collected may be used to analyze bus route performance and to update and maintain bus schedules. Completion targeted for March 2007. Real Time Passenger Information: $6M Interim phase of the real-time bus service information that can be accessed initially by phones, internet and displays at the high ridership locations such as; Pentagon, Silver Spring, Friendship Heights, Anacostia, and 7 th and 8 th Streets NW. 25% of the bus passengers will benefit from these displays. Completion is scheduled for June 2006. Integration of Trip Planner, IVR, and complete Customer Information System (CIS): $5M unfunded The integration of these projects is extremely complex and will require 3 to 4 years to complete a full comprehensive real time passenger information system including Trip Planner an IVR (Interactive Voice Response System) which is currently unfunded. Action item incorporating these projects into one integrated program follows this presentation 12

V. Bus Onboard Systems Upcoming Projects FY06-08: $4.5M APTA Peer Review made a general recommendation for technology improvements. The improvements detailed below have an estimated cost of $4.5M but are presently unfunded. Automatic Passenger Counters (APC): $2M (currently unfunded) Recent fleet procurements have included the hardware for an automatic passenger counting system. No software program has been secured to retrieve or analyze passenger data. The capability is currently on 289 existing buses, and will be integrated into all future bus deliveries starting in March 2006 and will be retrofitted on all new buses delivered prior to March 2006. Fleetwatch: $2.5M (unfunded) $2.5M for the procurement and installation of the FLEETWATCH system at all facilities that dispense fuels and fluids. Provides the input required for Materials Maintenance Management System along with increased security of petroleum products. 13

VI. Bus Stop Improvements Projects Underway; $6.3M Bus Map Enhancements (Phase1): $1.6M Install 822 sub-regional site-specific bus system maps on all WMATA-owned bus shelters (343 bus shelters at 49 Metrorail stations, 479 on-street bus shelters owned by WMATA), and 125 bus maps in Metrorail station mezzanines. Project completion is scheduled for Summer 2006. Transit Center Improvements - $4.7M On-going bus transit center improvements at Shirlington (construction completion in 2006) and White Oak (planning/engineering completion in 2006) and miscellaneous prior-year bus project development. Upcoming Projects FY06-10; $20.5M Bus Map Enhancements (Phase 2): $1M Annually fabricate up to 500 additional sub-regional site-specific bus system maps for on-street bus shelters and replacement maps for WMATA-owned shelters. Funding level of $250,000 annually for four years, or approximately 2,000 new or replacement maps between FY07-FY10. Comprehensive Bus Stop Improvements: $3M Package the FY06 Board-approved Bus Stop Information Program (BSIP), that will maintain the information panels in the 6,500 existing display cases, into a comprehensive program that includes the following capital improvements: Replace and maintain 343 bus shelters at Metrorail station (to complete Winter 2007) Replace and maintain 163 bus shelters at on street locations. The District of Columbia recently announced a franchise program that would include 244 shelters that are currently WMATA-owned; Montgomery County has developed a similar agreement that would replace 72 WMATA-owned shelters (to complete Winter 2007) Install up to 6,000 additional bus stop display cases in addition to maintaining the existing cases (to complete Fall 2006); Install regional bus stop ID labels on all stop flag poles and shelters to be used for region-wide implementation of real-time bus information (to complete Winter 2007); Capital and operating will be offset by revenue received in exchange for exclusive rights to sell and display advertising in bus shelters at Metrorail stations. 14

VI. Bus Stop Improvements Upcoming Projects FY06-10: cont d Premium Bus Branding: $1M Design the graphic scheme and develop service criteria for a single premium bus brand to be used in the region. Quantify the fleet and operating cost implications of branded service. Design a bus stop flag demarcating stops served by premium bus service. Design marketing materials and strategies to promote premium bus service and to build ridership on these services. Priority Corridors & Centers: $15.5M Following the recommendations of the Regional Bus Study, WMATA has worked in close coordination with local jurisdiction staff to identify 13 priority corridors and centers where the following improvements would be made: Transit Signal Priority (TSP) and running way improvements; Passenger facilities including bus shelters at, fare vending machines, lighting, etc. (50 electronic displays for real time information are included in the onboard systems section). The list of priority corridors, budget and schedule for implementation is shown on the next page. 15

VI. Bus Stop Improvements Current Schedule - Washington, DC - Maryland - Virginia FY06 FY07 FY08 FY09 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 Priority Corridors & Centers DC - Georgia Ave/7th Street Rapid DC H Street/ Benning Rd DC - Pennsylvania Avenue DC - Wisconsin Avenue DC -Calvert/ U Street / Florida MD - Veirs Mill Road MD -Langley Park Transit Center ( $6.7M, TIFF funding) MD University Blvd/ US-1/ MD 450 Bus Stop Improvements VA -US-1/Jeff. Davis Hwy ($.813M other funding ) VA -REX/ Richmond Highway VA- I-66 Park & Ride Facilities VA- Columbia Pike/Pentagon Transit Center VA US 50/ VA 7/ US29 Bus Stop Improvements 16

VII. Bus SmarTrip Fareboxes/ Ridership Reporting The new fareboxes have been installed as of August 2004 and the software modifications and communication updates were completed by late fall 2004. The revenue testing and verification were completed throughout the remainder of the year. Revenue Collection, Reporting and Reconciliation Revenue Collection data is more detailed than the data from the previous style fareboxes Accuracy has been verified during testing and certification by WMATA Revenue and Audit Ridership Comparison Verified that new farebox line/route ridership is more accurate than the data from the old farebox New farebox systemwide ridership is lower than previously reported, but information is more reliable Have begun using new riderhip numbers in FY06 for reporting and in FY06 & 07 budget development 17

VIII. Summary Bus Fleet program ($601M) to purchase buses to reduce the average fleet age to no more then 7.5 years. Maintenance program ($128M) to keep bus facilities in good operating condition and capable of maintaining the expanded fleet. Onboard systems program ($72M) to upgrade and integrate all onboard systems (AVL, radio, Trapeze, etc.). Bus Stop Improvements program ($29M) to include improvements in priority corridors and at transit centers that are of vital importance as part of a coordinated regional bus strategy to improve service reliability, customer safety and convenience, access for all customers, and the quality of bus service information. There is currently $45.5M in unfunded needs, with $29M in Maintenance Facility upgrades as the first priority, pursuant to the APTA Bus Peer Review. A recommended approach to the unfunded needs will be made under the proposed FY2007-12 CIP, in December. 18

Metrobus Capital Improvement Program: FY06-11 Appendices A-1: Active Bus Fleet Profile A-2: Bus Capital Program Budget A-3: Project(s) Master Schedule 19

Appendix A-1: Active Fleet Profile as of July 31, 2005 Manufacturer Number Range Production Date Range Number of Buses % of Total Fleet Cummins 9200-9900 1988-1994 298 20.2% Flxible Detroit 4000-5200 1989-1994 139 9.4% 8700-9900 1986-1994 208 14.1% Cummins 3700-3800 1999-2000 42 3.0% Orion Detroit 9600-9700 2000-4500 1992 1997-2000 59 492 4.0% 33.4% New Flyer Cummins 2300-2500 2001-2002 159 10.8% John Deere 2400-2500 2002 5.3% Cummins 3900-5300 1995-2003 46 3.1% Other Detroit 5300-5400 2003 21 1.4% Ford (Cutaway) C001-C004 2001 4.3% Total 1473 100% 20

Appendix A-2: Capital Program Budget (millions $) Non-MM NOTES Projects Upcoming Underway - Non-Metro pre Metro Matters Matters Projects Upcoming Metro Matters Projects MM NOTES Total Upcoming Projects Total Program Budget Total Remaining Available Project Funds Non-MM NOTES Projects Underway - pre Metro Matters I. Bus Fleet Improvements III. Onboard Systems A. Bus Replacements 113.782 29.071 255.050 284.121 397.903 395.636 A. Bus Radio System (5) 26.718 - - - 26.718 2.778 1 250 CNG Buses 108.282 - - - 108.282 107.165 B Bus AVL 3.597 - - - 3.597 0.870 2 FY2006-2008; up to 117 Advanced Technology Diesel & 100 Hybrid C. Electric Buses 1.000-116.110 116.110 117.110 117.110 Bus Fare System Replacement 23.827 - - - 23.827 5.003 3 Clean Fleet Program 4.500 - - 4.500 3.350 D. Scheduling & Dispatch System (5) 4.000 - - - 4.000 4.000 4 FY2009-2011; 241 Buses - 29.071 138.940 168.011 168.011 168.011 E. System Integration - Phase I 0.714-1.000 1.000 1.714 1.714 F Regional Bus Stop Inventory & B. Annual Vehicle Overhaul 18.000-90.000 90.000 108.000 94.500 Database - - 1.500 1.500 1.500 1.500 C. MM 185 Expansion Bus Program - - 94.610 94.610 94.610 94.610 G Data Warehouse & Reporting - - 2.500 2.500 2.500 2.500 H System Integration - Phase II (Single Sign On) - - 4.000 4.000 4.000 4.000 I Real-time Passenger Information - - 6.000 6.000 6.000 6.000 J Automatic Passenger Counters (3) - - - - - - Bus Fleet Improvements $ 131.782 $ 29.071 $ 439.660 $ 468.731 $ 600.513 $ 584.746 Onboard Systems $ 58.856 $ - $ 15.000 (4) $ 15.000 $ 73.856 $ 28.365 II. Maintenance Facilities IV. Bus Stop Improvements A. IRP Rehabilitations 58.797 0.985 18.942 19.927 78.724 59.176 A. Bus Maps Enhancement Program 1.600-1.000 1.000 2.600 1.800 1 Bus Work B. Comprehensive Bus Stop Equipment/Washers/Support 22.506 0.985 18.942 19.927 42.433 35.005 Improvements - 3.000 3.000 3.000 3.000 i. Northern Bus Garage 3.437-3.437 0.234 ii. Emergency Construction 1.040-1.040 0.111 2 Facilities & Construction 36.291 - - - 36.291 24.171 C. Premium Bus Branding - - 1.000 1.000 1.000 1.000 i. Bladensburg CNG / Bus II CTF 14.291 - - - 14.291 12.200 D. Priority Corridors & Centers 4.728 7.513 8.000 15.513 20.241 19.636 ii. CNG 4 Mile Run Upgrade 22.000 - - 22.000 24.171 B. MM Bus Program - VA Garage (West Ox) - - 48.900 48.900 48.900 48.900 C. Bus Facilities Upgrade (APTA Peer Review) (3) - - - - - - Maintenance Facilities $ 58.797 $ 0.985 $ 67.842 $ 68.827 $ 127.624 $ 108.076 Bus Stop Improvements $ 6.328 $ 7.513 $ 13.000 (4) $ 20.513 $ 26.841 $ 25.436 (millions $) Upcoming Non-Metro Matters Projects Upcoming Metro Matters Projects MM NOTES Total Upcoming Projects Total Program Budget Total Remaining Available Project Funds Notes: Total Bus CIP Budget $ 255.763 $ 37.569 $ 535.502 $ 573.071 $ 828.834 $ 746.623 (1) General Note - FY2006-2011 programming subject to annual availability of funds as defined by the annual budget approval process; and values displayed are as of May 30, 2005. (2) General Note - All IRP funds not committed within the approval year are subject to reprogramming per Board Resolution 2004-31 (3) Currently unfunded; scope not included within Metro Matters Funding Agreement (4) of all (4) notes = $28M; the total FY2005-2009 Metro Matters expenditures provided for in category "Customer Facilities" of the Bus Program (MMFA Attachment 3(C)) (5) Values provided by project manager

Appendix A-3: Project(s) Master Schedule Engineering/Design Solicitation/ Award Implementation FY06 FY07 FY08 FY09 FY10 FY11 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 Bus Replacement CNG 250 Bus Replacement FY06-08 Annual Vehicle Overhaul Clean Fleet Program Bus Network Evaluation Bus Expansion Metro Matters 185 Bus Replacement FY09-FY11 Bus Maps Enhancement Program Phase 1 Bus Maps Enhancement Phase 2 Comprehensive Bus Stop Improvement Priority Bus Branding Priority Corridors & Centers Scheduling and Dispatch (Trapeze) System Integration AVL, Farebox & Trapedez Bus Fare System Replacement Bus Radio Communication System Bus AVL Regional Bus Stop Inventory and Database Data Warehouse & Reporting System Integration (Single Sign-on) Interim Real Time Passenger Information Unfunded Automatic Passenger Counters (APC) Bus Work Equipment Bladensburg CNG/Bus II CTF CNG Four Mile Upgrade West Ox Maintenance Facility Unfunded Upgrades to Bus Garages Unfunded Trip Planner and IVR 22