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Riders’ Advisory CouncilJuly2, 2008

Capital Needs Assessment2011 - 2020

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Outline

I. Capital Improvement Plan HistoryII. Capital Improvement Plan UpdateIII. Capital Needs Assessment

• State of Good Repair Needs• Enhancement Needs• Capacity Needs

IV. Next Steps

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Capital Improvement Plan History

• 1998 F.R. Harris Report – Twenty Year Capital Improvement Plan− Capital asset database− Infrastructure renewal requirements

• November 2002 - Ten Year CIP (FY04 – FY13), $12.2 billion– “MUST DO” Infrastructure Renewal– “NEED TO DO” Systems Access and Capacity– “SHOULD DO” System Expansion

System Expansion, $6.0

Infrastructure Renewal, $3.3

System Access, $2.9

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Capital Improvement Plan History (-cont)

• October 2004– Metro Matters ($2.7 Billion for FY05 –FY10)– Fully funded “MUST-DO”– Partially funded “NEED-TO-DO”– No funding for “SHOULD-DO”

• January 2005 – COG Blue Ribbon Panel (FY05– FY 15)– Capital Needs: $800 Million per year– Capital Revenue: $500 Million per year– Shortfall: $300 Million per year

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Why the Need for A New Capital Improvement Plan

• Supports efforts for increased funding• Metro Matters Funding Agreement ends FY 2010• Federal funding bill SAFETEA-LU expires in September

2009 – new bill to be developed

• Capital program management and budgeting

• Multi-year rail and bus vehicle procurements

• Communicate the Authority’s transit vision by creating a link between capital investments and strategic goals

• Foundation for prioritizing investments

Capital Improvement Plan Inputs

Capital Program

Asset Mgmt- Asset Condition

- SOGR-Replacement

cycles

Organization’s Goals

Long-range planning-Ridership/ Capacity forecast

- Customer Service- Technology

Org. Constraints- Financial

- Procurement- Track Rights

Capital Planning Process

Create Capital Program

Capital Planning- Long-range plan- Asset Management- Organization’s Goals- Organization’s Constraints

Capital Budgeting

ImplementationMonitoring

Capital Prioritization and

Programming

Capital Needs Assessment – Overview

• What’s included in the capital needs assessment:– 10-year (2011 to 2020) focus– “Unconstrained” by funding limits– Improvements needed to keep the transit system in a state of good

repair– Improvements that will enhance service and the customer

experience– Increases in rail and bus capacity to meet demand and serve new

markets• What’s not included in the capital needs assessment:

– System expansion projects:• New rail lines including the Dulles Corridor extension• New stations or station entrances

– Transit projects to be funded or implemented entirely by the jurisdictions

What is State of Good Repair?

• “‘State of Good Repair” is achieved when the infrastructure components are replaced on a schedule consistent with their life expectancy

• For example: Useful life of a bus is 15 years. In order to sustain a replacement of the fleet on an annual, prescribed, basis 1/15 of the fleet is replaced each year. Annual replacement will grow as fleet grows.

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Future State of Good Repair

• The Metro Matters agreement established an average level of capital spending of about $500 million annually

• Going forward, a greater need exists just to keep the system in a State-of-Good Repair

• The increased need is due to the following:– For the first time, Metro is faced with the replacement of a series of

railcars.– Many assets have a 30-year life cycle.– New or modified capital programs are included, i.e. IT, Metro

Access, Employee Facilities.

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State of Good Repair – Asset Categories

1. Rail Fleet2. Bus Fleet3. Paratransit Fleet4. Non-Revenue Fleet5. Maintenance and Support Facilities 6. Passenger Facilities (Vertical Transportation)7. Passenger Facilities (Station Facilities)8. Track and Structures9. Systems (ATC & Power)10. Systems (Fare Payment)11. Systems (Safety & Security)12. Information Technology

State of Good Repair Needs - Highlights

• Replacement of 300 1000-Series Cars and Rehab of 100 4000-Series Cars plus Commissioning Facility

• Replace older buses (100 per year) to maintain an average fleet age of 7.5 years

• Maintain the structural integrity of Metrorail bridges, tunnels, platforms, and emergency exits

• Replace 52,800 linear feet of running rail and 30 switches per year, as well as the renewal of other critical track components

• Replace 4 bus garages• Replace traction power switchgear• Replace and upgrade AFC equipment system-wide• Rehabilitate automatic train control• Comprehensive upgrade of IT data centers and infrastructure

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Enhancement Needs - Highlights

• Extending Platform Canopies – provide coverage for full length of platform at all above ground stations (39)

• SmartTrip Dispenser Conversion – enable an additional 500 machines to distribute SmartCards

• Camera Installation Program - install camera systems on all revenue buses increase safety and security

• Next Generation Web portal – enhance portals navigation features, add security protection and improve translation capabilities.

• Additional metrorail station signage in stations – improve pedestrian flow and safety within metrorail stations

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Ridership Growth Trends

• Between 2005 and 2030, average daily rail ridership is expected to grow by over 40%, or 1.5% annually.

• Over the same period, average daily busridership is expected to grow by 26%, or 1% annually.

Projected Daily Ridership

0

200

400

600

800

1,000

1,200

2005 2010 2015 2020 2025 2030

(Tho

usan

ds)

RailBus

Capacity Enhancement Needs - Rail

• 100% 8-Car Trains– Includes the purchase of 220

railcars– Includes the power upgrades to

support this capacity• Capacity enhancements to nine

Metrorail stations• Two congestion-relieving pedestrian

tunnels• Maintenance and storage capacity

enhancements at 4 rail yardsNOTE: Parking garage expansion is

not included in the CIP.

Station Connection Tunnel Concept

• Construction of two new bus garages, and completion of bus facilities at the Carmen Turner Facility

• Addition of over 400 new buses to the fleet for seat replacement, impact of traffic congestion, and service expansion

• Implementation of priority bus treatments including transit signal priority implementation, queue jumpers, bus bulbs

• Improvements to bus stops and shelters to improve safety and provide real-time information to passengers

Capacity Enhancement Needs - Bus

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Next Steps

• Summer / Fall 2008 – Present draft Capital Needs Assessment to JCC, RAC, and regional stakeholders

• Fall 2008:– Board presentation of 2011-2020 Capital Improvement Plan– Regional discussions about funding and prioritization

• 2009 - Develop capital funding agreement to begin July 2010

Appendices

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Metrorail Fleet – Current Assets

* Ten Rohr cars are no longer in revenue service.

Manufacturer SeriesNumber Owned

Years Purchased

Rohr 1000 300 1974-1978Breda 2000 / 3000 366 1983-1988Breda 4000 100 1992-1994CAF 5000 192 1998-2003Alstom 6000 184 2006-2009Total 1132*

Rail Fleet by Age of Vehicles (FY2009)

050

100150200250300350400

30+ years 20+ years 15+ years 5+ years New

Fleet Size 1132

Useful Life (Rehab/Replace)

20/40 years

Avg. Fleet Age 17 years

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Metrobus Fleet – Current Assets

Bus Fleet by Age of Vehicles (FY2009)

0

100

200

300

400

500

15+ Years 11-14 7-10 2-6 New

Fleet Size 1507

Useful Life (Rehab/Replace)

7.5/15 years

Avg. Fleet Age 8.1 years in FY086.3 years in FY09

% of Fleet > 15 years

10%

Includes 225 buses in FY08-09

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MetroAccess Fleet – Current Assets

0

50

100

150

200

250

6+543210

Years

# of paratransit vehicles by age Fleet Size 453

Vans 351

Sedans 102

Useful Life 4 years

Avg. Fleet Age 2.8 years

% of Fleet Exceeding Life 17%

Paratransit Fleet by Age of Vehicles (FY2009)

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Track and Structures - Current Assets

Item Total in System

Stations 86

Track Miles 212

Aerial Structures (in feet)

75,343

Bridges 47

Parking Garage Structures

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Running Rail (in feet)

1,119,360

Cross Ties 102,667

Track Fasteners 330,512

Turnouts 694

Metrorail• Replacement of 1000-series rail cars • Mid-life rehabilitation of the 4000- and 5000-Series railcars • Railcar safety and reliability enhancements

Metrobus• Replacement of approximately 100 buses per year• Mid-life rehabilitation programs including engine and component overhauls

MetroAccess• Purchase of roughly 300 vehicles annually for replacement and fleet expansion• Capitalization of the fleet saves significant operating costs • Fleet expansion is needed to meet rapid ridership growth and comply with

federally-mandated service requirements

Non-Revenue Vehicles• Replacement of Metro’s 800+ service vehicles• Replacement of Metro Transit Police 90+ vehicles

State of Good Repair NeedsRolling Stock

State of Good Repair NeedsFacilities

Maintenance Facilities• Rehabilitation of rail facilities including rail yard and shop buildings,

lifts, and wheel truing machines • Construction of a rail car test track & commissioning facility• Replacement of more than 60 pieces of heavy rail work equipment,

such as prime movers, flat cars, tampers, and cranes• Complete replacement of two bus garages, rebuild-in-place for two

others, and various major and minor rehabs for individual bus support buildings

• Rehabilitation several employee facilities including Revenue Collection Facility, Metro Supply Facility, CTF, and others

Passenger Facilities • Extension of 36 above ground station platform canopies• Rehabilitation of 34 surface lots, 53 kiss and ride facilities, access

roads and bus loops on a 5-year cycle• Rehabilitation of 47 below ground rail station chillers

State of Good Repair NeedsFacilities (-continued)

Elevators and Escalators• Rehabilitation and safety upgrades to 30 escalators per year • Rehabilitation and safety upgrades to elevators and elevator head

houses

Track and Structures• Replacement of over 10 miles of running rail, 8,000 crossties, 30

switches, and various critical track components annually• Replacement of track fasteners and installation of concrete ties in the

vicinity of stations with ballasted track• Maintain structures including bridges• Annual renewal of five miles of third rail• Continuation of the station/tunnel leak program to combat water

infiltration into the system

State of Good Repair NeedsSystems

Power and Train Control Systems • Rehabilitation of the power system, including traction power

switchgear renewal , the Rail Reliability Initiative, power mid-life rehab, electrical system rehab, and UPS renewal

• Rehabilitation of the train control (ATC) system

Fare Payment Systems• System-wide replacement and upgrade of automatic fare collection

equipment including vending machines and• Upgrades to electronic payment system software and other

enhancements

Information Technology• Investment in enterprise architecture • Investment in data centers and architecture • Addition of software modules to support corporate operations and

upgrade to new vendor versions• Improvements to IT security infrastructure and monitoring