06-25-20-Board-Packet.Pdf

Long Beach Transit welcomes you to this meeting and invites you to participate in matters before the Board.

Information and Procedures Concerning Conduct at Board of Directors’ Meetings

PUBLIC PARTICIPATION: SPECIAL PRESENTATIONS:  All members of the public may address the Board on any  Special presentations which include slides, video, etc., item listed on the agenda. during the course of a meeting will only be allowed when  All members of the public may address the Board on non- requested of the Board Secretary eight days in advance of agenda items from “Business From The Floor.” the meeting, which will require prior approval from the Chair.  Each speaker will be asked to complete a Speaker Card

and turn it in to the Board Secretary prior to the conclusion BUSINESS FROM THE FLOOR: of the staff presentation and will state his/her name at the podium before speaking.  A member of the general public may address the Board on any matter not appearing on the agenda that is of interest  Persons demonstrating rude, bois- to such person and within the jurisdiction of the terous or profane behavior will be Board. called to order by the Chair. If such conduct continues, the Chair may  No action can be taken by the Board on any call a recess, requesting the removal The Board of Directors items brought forward at this time. The Board of such person(s) from the Council and Staff shall work to may request this item be brought back at a Chamber, adjourn the meeting or subsequent meeting. take some other appropriate action. preserve order and de- AGENDA COPIES: TIME LIMIT: corum during Board  Available online 72 hours in advance of the  Three-minute time limit for each meetings. meeting at www.lbtransit.com. speaker unless the Board specifies a  Available at the meeting. different time limit based on the time  May be picked up in advance at the Board allotted for the item and the number Secretary’s office without charge. of speakers.  Speakers may address the Board COPIES OF AGENDA ITEMS: only one time on each agenda item  Available online 72 hours in advance of the after submitting a Speaker Card to meeting at www.lbtransit.com the Board Secretary.  Available for public review at the Board  A speaker may not defer his/her time Secretary’s office 72 hours prior to the meet- to other speakers. ing.  Groups or organizations are encour-  Copies may be obtained after payment of any aged to select a spokesperson to applicable copy fees. speak on their behalf. Each subsequent speaker is encouraged to sub- CLOSED SESSION: mit new information, rather than  A description of the items, if any, to be discussed in repeating comments made by prior speakers to simply closed session are always listed on the agenda. Any ac- indicate their agreement with prior speaker’s comments. tion taken during this time will be announced when the

Board reconvenes to open session. WRITTEN MATERIAL:

 The Board is unable to read written materials presented at USE OF CELL PHONES DURING MEETINGS: the meeting. If any person intends to appear before the  The Board appreciates your cooperation in silencing all Board and provide written material, it should be delivered cell phones while the meeting is in session. to the Board Secretary’s office eight days in advance of

the meeting (sooner if there are holidays prior to the meet- ITEMS NOT APPEARING ON POSTED AGENDA: ing) in order that copies may be included with the agenda This agenda was posted outside of Long Beach City Hall in the and to give the Board an opportunity to review the material information case at least 72 hours in advance of this meeting in advance. and online at www.lbtransit.com. In order for the Board to take

action on an item not appearing on the posted agenda, other AMERICANS WITH DISABILITIES ACT OF 1990: than merely acknowledging receipt of correspondence or other  The City of Long Beach intends to provide reasonable information, the Board must make one of the following determi- accommodations in accordance with the Americans with nations: Disabilities Act of 1990. If special accommodations are 1. Determine by a majority vote that an emergency exists as desired, please call the City Clerk Department 48 hours defined in Government Code Sec. 54956.5. prior to the meeting at (562) 570-6101. 2. Determine by a two-thirds vote, or by unanimous vote if  The City Clerk’s office is closed on weekends. To assure less than two-thirds of the Board is present, that there is a proper accommodations, please call by 4:30 p.m. on the need to take immediate action and that the need for action Friday prior to the meeting. came to the attending of the Board subsequent to the  For Telecommunication Device for the Deaf (TDD), please agenda being posted. call (562) 570-6626. Inquire at the City Council Chamber 3. Determine that the item appeared on a posted agenda for Audio Visual Room for Assistive Listening Device. a meeting occurring no more than five calendar days prior to this meeting, and the time was continued to this meeting.

January 2016 LONG BEACH TRANSIT THURSDAY, JUNE 25, 2020 BOARD OF DIRECTORS MEETING VIA VIDEOCONFERENCE AGENDA CIVIC CHAMBERS, 12:00 PM

Colleen Bentley, Chair Sumire Gant, Director Michael Clemson, Vice Chair David H. Sutton, Director Adam Carrillo, Secretary/Treasurer Lea Eriksen, City Representative Jeffrey Price, Director Kenneth A. McDonald, President and Chief Executive Officer

BOARD MEETING VIA VIDEO CONFERENCE PURSUANT TO EXECUTIVE ORDER N-29-20 ISSUED BY GOVERNOR GAVIN NEWSOM

(669) 900-6833 MEETING ID: 929 9426 8409 PASSWORD: 1963

ZOOM MEETING LINK: https://zoom.us/j/92994268409?pwd=dDNjWEtIb2RpWTZiS2NMZ3NhVFBBUT09

THE CIVIC CHAMBERS WILL BE CLOSED TO THE PUBLIC

PERSONS WISHING TO ADDRESS THE BOARD MUST SUBMIT PUBLIC COMMENT VIA EMAIL OR TELEPHONE NO LATER THAN 8 A.M., THURSDAY, JUNE 25, 2020.

Public comments on agenda items may be submitted by email to [email protected] or telephone at 562.599.8554.

If calling, please leave a voicemail with your name (please state it clearly), your telephone number for a return call, and the item number you would like to comment on (or specify "public comment").

If emailing, please include your name, your telephone number for a return call, and the item number you would like to comment on (or specify "public comment").

All public comment requests need to be submitted no later than 8 a.m., Thursday, June 25, 2020.

More information on this process may be found at ridelbt.com/about-us

Page 1 of 3 LONG BEACH TRANSIT THURSDAY, JUNE 25, 2020 BOARD OF DIRECTORS MEETING VIA VIDEOCONFERENCE AGENDA CIVIC CHAMBERS, 12:00 PM

1. Call to Order. (Colleen Bentley)

2. Roll Call. (Ivette Dubois)

3. Employee Recognition. (Debra Johnson)

Employees of the Month for June 2020:

Marcus Smith, Transit Service Delivery and Planning Francis Armel Abrenica, Maintenance and Infrastructure Bruce Jenkins, Staff

INFORMATION ITEM

4. Public Comment.

5. President and CEO Monthly Report. (Kenneth McDonald)

• Response and Actions to Health Pandemic and Social Issues

INFORMATION ITEM

NOTICE TO THE PUBLIC

All matters included on the Consent Calendar are considered routine by the LBT Board of Directors and will be enacted by one motion. There will be no separate discussion of these items unless a member of the Board of Directors or the public so requests, in which event the matter shall be removed from the Consent Calendar and considered as a separate item.

CONSENT CALENDAR (6)

6. 20-036TR Recommendation to approve the minutes of the regular session meeting held on May 28, 2020.

Suggested Action: Approve recommendation.

Page 2 of 3 LONG BEACH TRANSIT THURSDAY, JUNE 25, 2020 BOARD OF DIRECTORS MEETING VIA VIDEOCONFERENCE AGENDA CIVIC CHAMBERS, 12:00 PM

REGULAR CALENDAR

7. 20-037TR Monthly Financial Report. (Lisa Patton)

INFORMATION ITEM

8. 20-038TR Economic Impact Analysis. (Lisa Patton)

INFORMATION ITEM

9. 20-039TR Recommendation to adopt a resolution approving Long Beach Transit's Zero-Emission Bus Rollout Plan and submittal to the California Air Resources Board. (Debra Johnson)

Suggested Action: Approve recommendation.

10. 20-040TR Recommendation to authorize the President and CEO to initiate a discounted pass program to provide customers' economic relief in conjunction with the Los Angeles County Metropolitan Transportation Authority for no more than six months from the date Long Beach Transit resumes normal service delivery practices. (Kenneth McDonald)

Suggested Action: Approve recommendation.

11. Board Requests.

12. 20-041TR Adjourn. The next regular meeting will be held on July 23, 2020. (Colleen Bentley) Suggested Action: Approve recommendation.

Note:

Long Beach Transit intends to provide reasonable accommodations with the Americans with Disabilities Act of 1990. If special accommodation is desired, please call the Board Secretary's Office 48 hours prior to the meeting at 562.599.8554.

Long Beach Transit is an entity which is separate and distinct from the City of Long Beach.

Page 3 of 3

LONG BEACH TRANSIT THURSDAY, MAY 28, 2020 BOARD OF DIRECTORS MEETING VIA VIDEOCONFERENCE, 12:00 PM MINUTES

BOARD MEETING VIA VIDEO CONFERENCE PURSUANT TO EXECUTIVE ORDER N-29-20 ISSUED BY GOVERNOR GAVIN NEWSOM

ZOOM MEETING ID: 940 3315 1748

REGULAR MEETING - NOON

1. Call to Order. (Colleen Bentley)

Chair Bentley called the meeting to order at 12:11 p.m.

2. Roll Call. (Ivette Dubois)

Commissioners Jeffrey Price, Sumire Gant, Adam Carrillo, Michael Clemson and Present: Colleen Bentley Commissioners David Sutton Excused:

3. Employee Recognition. (Debra Johnson)

Employees of the Month for May 2020:

Dorsey Holmes, Transit Service Delivery and Planning Alex Sagbigsal, Maintenance and Infrastructure Sokin Seng, Staff

INFORMATION ITEM

Debra Johnson, Deputy CEO, presented the May Employees of the Month.

Page 1 of 8 LONG BEACH TRANSIT THURSDAY, MAY 28, 2020 BOARD OF DIRECTORS MEETING VIA VIDEOCONFERENCE, 12:00 PM MINUTES

4. Public Comment.

Chair Bentley read a public comment that was submitted prior to the Board meeting by Frances Emily Dawson Harris, a member of the public.

Ms. Harris' public comment is below.

"Thank you and recognition for absolutely superb performance by LBT and its Operators; Bill Smith, LBT’s Community Relations Coordinator; Chaka Garbutt, Dial-A-Lift Coordinator; and Kellie Irving, Regulatory Compliance and Civil Rights Officer.

And thank you to LBT for all they’re doing to protect Operators and customers in regards to COVID-19, including their “Skip a Seat, Skip a Row” campaign.

I think it would help to have green marks on seats that customers may sit on and red marks on seats that they can’t sit on in order to keep customers six feet away from each other.

I am grateful to have Dial-A-Lift to be able to be independent and to do things that are absolutely essential for me in my life such as getting to my medical appointments. Thank you."

5. President and CEO Monthly Report. (Kenneth McDonald)

• Response and Actions to COVID-19

INFORMATION ITEM

Kenneth McDonald, President and CEO, presented his monthly report highlighting Long Beach Transit's latest response to COVID-19 including actions since he last reported on the agency's activities during the April Board of Directors meeting.

CEO McDonald stated that following the order by the City of Long Beach regarding the requirements of face masks to be worn in public, LBT developed materials in support of this order, such as window clings requiring face masks while onboard as well as rear-door boarding.

LBT also promoted its "Skip a Seat, Skip a Row, Stop the Spread" campaign on digital advertisements. The campaign is aimed at promoting social distancing on all LBT buses, as well as encouraging CDC best practices.

Page 2 of 8 LONG BEACH TRANSIT THURSDAY, MAY 28, 2020 BOARD OF DIRECTORS MEETING VIA VIDEOCONFERENCE, 12:00 PM MINUTES

LBT has also placed “King” bus ads, which are advertisements placed on the side of the bus without doors.

These ads are promoting the use of face masks, as well as “Skip a Seat, Skip a Row.” while on board LBT buses.

Additionally, there are messages on billboards along the 405 corridor in Long Beach, between the 605 and 710 freeways in both directions, as well as on the 710 freeway in both directions, and one along the 91 freeway in Long Beach.

You can also see the Bus Shelter posters advocated that LBT’s employees and customers health is the agency's most basic priority and our cleanliness programs are intended to keep our environment safe.

This print ad championed LBT employees as the face of an essential service.

The ad supported the agency's internal efforts of providing personal protective equipment and hand sanitizers so employees are protect while interfacing with the public.

These posters were shared both internally and externally to encouraged employees to protect themselves, promote social distancing and follow protocols to minimize possible exposure to COVID-19.

LBT distributed its monthly external electronic newsletter “The Community Connector” to customers about LBT’s activities in response to COVID-19.

LBT also issued the “Quarterly Ride” which is LBT's internal employee newsletter.

NOTICE TO THE PUBLIC

CONSENT CALENDAR (6)

Page 3 of 8 LONG BEACH TRANSIT THURSDAY, MAY 28, 2020 BOARD OF DIRECTORS MEETING VIA VIDEOCONFERENCE, 12:00 PM MINUTES

Passed the Consent Calendar

A motion was made by Director Gant, seconded by Director Price, to approve Consent Calendar Items. The motion carried by the following vote: Yes: 5 - Jeffrey Price, Sumire Gant, Adam Carrillo, Michael Clemson and Colleen Bentley Excused: 1 - David Sutton

6. 20-025TR Recommendation to approve the minutes of the regular session meeting held on April 23, 2020.

REGULAR CALENDAR

7. 20-026TR Monthly Financial Report. (Lisa Patton)

INFORMATION

Lisa Patton, Executive Director/VP, Finance and Budget presented the monthly financial report.

Director Gant asked if the agency had laid off any employees. Ms. Patton stated that LBT had terminated its internship program but had not laid off any employees.

This TR-Agenda Item was received and filed.

8. 20-027TR Recommendation to authorize the President and CEO to enter into a three-year contract with two, one-year options with Windes, Inc., to perform financial audit and Single Audit services, for a total authorization amount not to exceed $480,900. (Lisa Patton)

Ms. Patton presented the staff report.

Page 4 of 8 LONG BEACH TRANSIT THURSDAY, MAY 28, 2020 BOARD OF DIRECTORS MEETING VIA VIDEOCONFERENCE, 12:00 PM MINUTES

A motion was made by Vice Chair Clemson, seconded by Director Gant, to approve recommendation. The motion carried by the following vote: Yes: 5 - Jeffrey Price, Sumire Gant, Adam Carrillo, Michael Clemson and Colleen Bentley Excused: 1 - David Sutton

9. 20-028TR Recommendation to approve Long Beach Transit's Statement of Investment Policy. (Lisa Patton)

Ms. Patton presented the staff report.

A motion was made by Secretary/Treasurer Carrillo, seconded by Vice Chair Clemson, to approve recommendation. The motion carried by the following vote: Yes: 5 - Jeffrey Price, Sumire Gant, Adam Carrillo, Michael Clemson and Colleen Bentley Excused: 1 - David Sutton

10. 20-029TR Recommendation to authorize the President and CEO to enter into a contract with ETA Transit for the supply and installation of 18 solar-powered, ePaper digital information signs at selected City of Signal Hill bus stops for an amount of $260,619 with a five percent contingency amount of $13,031, for a total authorization amount not to exceed $273,650. (Debra Johnson)

Deputy CEO Johnson presented the staff report.

Director Gant asked when the remaining bus stops would receive customer amenities upgrades. Deputy CEO Johnson stated that LBT had customer amenities projects underway on Orange Avenue and the Santa Fe corridor.

Discussion ensued regarding the bus stops that had been identified for customer amenities upgrades.

Chair Bentley motioned to move to recess. Vice Chair Clemson seconded the motion. The motion carried unanimously.

The meeting reconvened at 1 p.m.

Page 5 of 8 LONG BEACH TRANSIT THURSDAY, MAY 28, 2020 BOARD OF DIRECTORS MEETING VIA VIDEOCONFERENCE, 12:00 PM MINUTES

11. 20-030TR Recommendation to adopt a resolution approving implementation of the COVID-19 related distributions provisions of the Coronavirus Aid, Relief and Economic Security (CARES) Act with respect to the Long Beach Transit 457(b) Deferred Compensation Plan for Governmental Employers and the Long Beach Transit 401(a) Matching Contribution Plan and Authorizing Subsequent Amendment of the Plans. (Debra Johnson)

Deputy CEO Johnson presented the staff report.

Chair Bentley read a public comment that was submitted by Frances Emily Dawson Harris, a member of the public:

"I whole heartily approve this resolution and believe it’s essential to adopt this resolution which will help LBT employees in regards to the COVID-19 virus impact on them. I am so excited that this is on the agenda and when the money is withdrawn there are no fees or penalties. This I absolutely essential for any person being impacted by COVID-19. Keep up the good work"

Discussion ensued regarding who was eligible to receive assistance.

12. 20-031TR Recommendation to adopt a resolution approving the pilot commuter express service titled UCLA/Westwood Express Service as a permanent service and the corresponding commuter express fare

Page 6 of 8 LONG BEACH TRANSIT THURSDAY, MAY 28, 2020 BOARD OF DIRECTORS MEETING VIA VIDEOCONFERENCE, 12:00 PM MINUTES

structure. (Debra Johnson)

Deputy CEO Johnson presented the staff report.

This TR-Agenda Item was approve recommendation.

Yes: 5 - Jeffrey Price, Sumire Gant, Adam Carrillo, Michael Clemson and Colleen Bentley Excused: 1 - David Sutton

13. 20-032TR Recommendation to adopt a resolution authorizing the President and CEO to extend the Fiscal Year 2020 budget spending levels through the first quarter of Fiscal Year 2021 (July 2020 - September 2020), allowing Long Beach Transit to legally encumber and expend funds in the absence of an adopted Fiscal Year 2021 budget. (Kenneth McDonald)

CEO McDonald presented the staff report.

Discussion ensued regarding fare payments.

Second Roll Cal 1:36 p.m.

A motion was made by Vice Chair Clemson, seconded by Secretary/Treasurer Carrillo, to approve recommendation. The motion carried by the following vote: Yes: 5 - Jeffrey Price, Sumire Gant, Adam Carrillo, Michael Clemson and Colleen Bentley Abstain: 1 - David Sutton

14. Board Requests.

There were no public comments.

Page 7 of 8 LONG BEACH TRANSIT THURSDAY, MAY 28, 2020 BOARD OF DIRECTORS MEETING VIA VIDEOCONFERENCE, 12:00 PM MINUTES

15. Closed Session.

1) Conference with Real Property Negotiations (§54956.8) Property: 4801 Airport Plaza Drive, Long Beach, CA 90815; AIN: 7149-013-923 / 7149-013-924 Long Beach Transit Negotiators: Kenneth McDonald, Debra Johnson, Lisa Patton Negotiating Parties: City and Port of Long Beach Under Negotiation: Purchase

The meeting went into closed session at 1:58 p.m.

The meeting reconvened at 2:35 p.m.

Vincent Ewing, LBT's General Counsel, reported that no action was taken.

16. 20-033TR Adjourn. The next regular meeting will be held on June 25, 2020. (Colleen Bentley)

The meeting adjourned at 2:39 p.m.

A motion was made by Director Price, seconded by Director Gant, to approve recommendation. The motion carried by the following vote: Yes: 6 - Jeffrey Price, Sumire Gant, David Sutton, Adam Carrillo, Michael Clemson and Colleen Bentley

Note:

Long Beach Transit is an entity which is separate and distinct from the City of Long Beach.

Page 8 of 8 LONG BEACH TRANSIT STATEMENT OF REVENUES AND EXPENSES FOR PERIOD JULY 1, 2019 TO MAY 31, 2020 Page 1 of 4

May May May Year to Date Year to Date Year to Date 2019 2020 Budget % FY 2019 FY 2020 Budget % OPERATING REVENUE Passenger Fares $1,239,909 $7,426 $1,241,336 1 $12,815,751 $10,055,695 $12,813,077 78 Dial A Lift Fares 5,144 1,280 5,732 22 58,644 48,084 60,745 79 Aqua Service Fares 22,986 6 24,996 0 255,192 250,719 302,508 83 Special Event Service Revenue 5,750 0 2,500 - 269,833 237,012 244,500 97 Advertising Revenue 56,250 0 57,937 - 1,013,555 884,163 792,066 112 Interest & Miscellaneous 217,348 143,600 161,066 89 2,114,556 3,692,036 1,767,910 209

TOTAL OPERATING REVENUE $1,547,387 $152,311 $1,493,567 10 $16,527,531 $15,167,709 $15,980,806 95

SUBSIDY REVENUE Federal $0 $250,000 $250,000 100 $3,068,556 $2,757,676 $2,760,000 100 State 1,995,721 2,138,204 2,159,840 99 26,319,818 29,775,118 29,761,899 100 County 3,348,568 3,580,760 3,580,760 100 36,994,461 39,436,731 39,446,522 100 Local 380,000 288,076 427,496 67 5,331,817 5,920,159 6,175,162 96

TOTAL SUBSIDY REVENUE $5,724,289 $6,257,040 $6,418,096 97 $71,714,652 $77,889,684 $78,143,583 100

TOTAL REVENUE $7,271,676 $6,409,351 $7,911,663 81 $88,242,183 $93,057,393 $94,124,389 99

OPERATING EXPENSES Operations $4,095,961 $4,062,090 $4,846,808 84 $43,045,177 $47,815,451 $51,737,145 92 Maintenance 1,467,255 1,526,397 1,747,033 87 16,800,143 18,152,941 19,186,607 95 Administration 1,695,369 1,581,040 1,926,918 82 20,635,219 20,288,756 21,283,854 95 Fuel & Lubricants 406,150 152,070 499,434 30 4,781,980 3,928,988 5,358,914 73

TOTAL OPERATING EXPENSES $7,664,735 $7,321,597 $9,020,193 81 $85,262,519 $90,186,135 $97,566,520 92

NET INCOME (LOSS) BEFORE DEPR. ($393,058) ($912,246) ($1,108,530) $2,979,664 $2,871,257 ($3,442,131)

DEPRECIATION $1,315,423 $1,226,908 $1,375,291 89 $14,899,009 $14,295,677 $15,128,201 94 LONG BEACH TRANSIT SCHEDULE OF EXPENSES FOR PERIOD JULY 1, 2019 TO MAY 31, 2020 Page 2 of 4

TotalCurrent Month Year to Year to Date Operations Maintenance Admin Curr. Month Budget % Date Budget % LABOR Operators (Union) $2,145,604 $0 $0 $2,145,604 $2,584,577 83 $25,371,345 $27,295,516 93 Maintenance (Union) 0 471,902 0 471,902 490,626 96 5,232,276 5,366,074 98 Salaried 245,325 290,904 576,728 1,112,957 1,308,626 85 12,696,199 14,561,367 87

FRINGE BENEFITS FICA 167,493 54,326 42,886 264,705 333,328 79 3,001,058 3,576,488 84 Pension 327,109 106,161 90,060 523,330 661,872 79 6,011,545 7,138,306 84 Health 500,887 149,361 93,533 743,781 792,544 94 7,954,646 8,467,611 94 Workers' Compensation 323,849 27,562 2,756 354,167 354,751 100 5,543,961 3,902,261 142 Uniform & Tool Allowance 11,805 7,687 0 19,492 22,347 87 257,811 273,020 94 Unemployment & Other Fringes 7,696 5,514 17,488 30,698 37,855 81 248,482 449,609 55

SERVICES Advertising 0 0 57,326 57,326 87,467 66 573,960 783,687 73 Professional & Technical 12,400 0 204,340 216,740 296,266 73 2,579,076 3,271,366 79 Contract Maintenance 0 74,292 145,370 219,663 269,909 81 2,942,350 2,958,541 99 Security 237,028 15,309 0 252,337 261,115 97 2,935,147 3,035,084 97 Employment Physicals 0 0 4,824 4,824 11,459 42 108,515 126,049 86 Other 0 5,189 5,176 10,364 13,550 76 132,993 151,450 88 LONG BEACH TRANSIT SCHEDULE OF EXPENSES FOR PERIOD JULY 1, 2019 TO MAY 31, 2020 Page 3 of 4

Total Current Month Year to Year to Date Operations Maintenance Admin Curr. Month Budget % Date Budget % MATERIALS & SUPPLIES Fuel & Lubricants $0 $152,070 $0 $152,070 $499,434 30 $3,928,988 $5,358,914 73 Fleet Parts & Supplies 0 217,153 0 217,153 271,927 80 3,186,410 2,961,511 108 Other Materials & Supplies 0 41,597 8,649 50,245 58,791 85 692,484 617,223 112

UTILITIES 0 58,039 26,293 84,332 99,189 85 966,776 1,171,386 83 CASUALTY/LIABILITY COSTS 0 0 277,073 277,073 289,858 96 3,465,237 3,188,438 109

PURCHASED TRANS. SERVICE Dial A Lift 60,309 0 0 60,309 95,277 63 863,318 985,776 88 Aqua Service 21,558 0 0 21,558 93,992 23 714,239 892,079 80

MISC. EXPENSES Dues & Subscriptions 0 0 15,223 15,223 14,813 103 156,459 162,943 96 Training, Travel & Meetings 0 0 35 35 32,084 0 259,172 352,924 73 Schedules & Tickets 0 0 480 480 5,833 8 124,711 159,163 78 Safety & Misc. Items 0 1,402 9,380 10,782 5,605 192 128,345 61,648 208 Recruitment Advertising 0 0 2,719 2,719 22,917 12 75,062 252,087 30 Other 1,027 0 700 1,727 4,181 41 35,571 45,999 77

TOTAL OPERATING EXPENSES: $4,062,090 $1,678,467 $1,581,040 $7,321,597 $9,020,193 81 $90,186,135 $97,566,520 92 LONG BEACH TRANSIT BALANCE SHEET

Page 4 of 4

Balance Balance Balance at at at 05/31/20 04/30/20 05/31/19 ASSETS Cash and Investments 80,399,746 82,920,842 75,798,799 Receivables Federal 986,164 504,600 283,337 State 2,051,482 2,051,482 1,335,888 County 476,661 93,832 361,571 Local 319,935 2,005,744 380,000 Miscellaneous 2,858,372 2,664,915 1,464,639 Materials & Supplies Inv. 2,418,187 2,455,063 2,147,987 Net Capital Assets 84,359,311 84,399,686 91,851,282 Other Assets 17,054,643 17,632,888 17,971,665

TOTAL ASSETS 190,924,502 194,729,053 191,595,168

LIABILITIES AND CAPITAL

Trade Payables 1,695,250 2,595,119 1,577,375 Accrued Payroll Liabilities 4,885,611 6,331,994 4,539,375 Net Pension Liability (GASB 68) 33,013,550 33,013,550 34,344,586 Compensated Absence Liabilities 3,239,577 3,236,056 3,408,421 Estimated Liabilities 50,223,591 50,673,965 43,136,150 Deferred Credits 24,577,079 24,635,107 23,857,926

TOTAL LIABILITIES 117,634,657 120,485,791 110,863,833

Federal Capital Contributions 309,885,017 309,162,897 307,218,495 State Capital Contributions 91,409,716 91,374,668 90,834,030 Local Capital Contributions 96,346,872 95,918,303 91,332,794 Accumulated Earnings (Losses) (424,351,760) (422,212,606) (408,653,985)

TOTAL CAPITAL 73,289,845 74,243,262 80,731,335

TOTAL LIABILITIES AND CAPITAL 190,924,502 194,729,053 191,595,168

ECONOMIC IMPACT ANALYSIS

Long Beach Transit’s Economic Impact on the State of California and on the Counties of Los Angeles and Orange

1 Overview

2 Highlights

3 Expenditure Profile

5 Economic Impact Analysis

7 Economic Impact on Los Angeles & Orange Counties

9 Economic Impact on The Rest of California

11 Economic Impact on California

13 People

14 Summary of Economic Impacts

15 Appendix Notes and Data Sources Acknowledgments About the Office of Economic Research 1 Overview

Long Beach Transit (LBT) is a public transportation agency that provides fixed-route bus, water taxi, and paratransit services to those who live, work, and play in the greater Long Beach metropolitan area. More than 23 million customers board LBT vehicles each year.

LBT operates about 250 buses in 14 cities throughout Los Angeles and Orange counties, covering a service area of 100 square miles. All LBT buses are accessible by mobility devices such as wheelchairs. And almost 90 percent are alternatively-fueled, including 125 that run on compressed natural gas, 88 hybrid-electric buses, and 10 fully electric buses.

With an annual operating budget of over $100 million and more than 800 employees, LBT has a significant impact on the regional and state economies. Every dollar spent by LBT annually generates $2.25 in economic output for California. And each LBT employee creates enough economic value to support 1.78 jobs in the state each year.

This report measures those economic impacts in terms of jobs, income, and economic value created. Of course, LBT’s contributions to the region and state are far more extensive. LBT provides access to communities and employment centers, often for those who are socioeconomically disadvantaged, thereby contributing to the equity, inclusivity, and diversity of the region. 2 Highlights

In the California economy, Long Beach Transit annually supports:

• $224.8 million in economic output

• 1,536 jobs

• $99.7 million in labor income

• $225 in economic output for every $100 it spends

• 178 jobs for every 100 people it employs

Long Beach Transit’s Ridership is: 1

• 62.7% with annual household incomes below $30,000

• 7.8% unemployed and looking for work

• 41.9% work commuters

• 37.3% school commuters

• 51.4% Latinx and 20.9% African American 3 Expenditure Profile

The expenditures made by LBT on its operations and capital equipment generate economic activity that propagates and multiplies throughout the region and state. Because economic impact analysis is driven by expenditures, an overview of LBT’s expenditures helps to understand LBT’s recurring economic impact on the region and state.

Here we summarize LBT’s operating and capital expenditures in recent years, including its spending outside of California. Operating expenditures include payroll, fuel, supplies, business services, and other regular purchases. Capital expenditures include vehicles, land, buildings, facilities, equipment, and other durable assets.

Total Operating & Capital Expenditures

Figure 1. LBT’s Total Operating & Capital Expenditures 2 $140

$120 Millions Figure 1 provides a history $100 of LBT’s total expenditures since 2009, adjusted for $80 inflation (in 2018 dollars). $60 Note that LBT’s inflation- adjusted expenditures only $40 increased by about 3.9% $20 from 2009 through 2018. $0 4

Capital Expenditures

LBT is a capital-intensive operation as it requires recurring investments in buses, bus stops, maintenance facilities, and other durable assets. Figure 2 shows a history of LBT’s capital expenditures since 2009, adjusted for inflation (in 2018 dollars).

Figure 2. LBT’s Capital Expenditures 3 $50

Millions $40

$30

$20

$10

LBT’s capital expenditures vary substantially from year-to-year based on vehicle depreciation and the availability of capital grants, among other factors. That explains much of the variation in the total operating and capital expenditures shown in Figure 1 on the previous page.

Expenditures and Economic Impact Analysis

In the economic impact analysis that follows, LBT’s Fiscal Year 2018 expenditures are used in estimating LBT’s annual economic impact on the combined economies of Los Angeles County and Orange County, and on California. Expenditures made outside of California are omitted to the extent that they would not impact the region or state.

The irregularity of capital expenditures implies that focusing on capital spending in just one year would result in misstating LBT’s annual economic impact. In the analysis that follows, a five-year average of LBT’s most recent capital expenditures is used to represent a “typical” capital- expenditure year for the agency. 5 Economic Impact Analysis

Long Beach Transit’s annual economic impact was estimated at three geographic levels:

1. The combined economies of Los Angeles County and Orange County (LA/OC)

2. California, excluding the counties of Los Angeles and Orange

3. All of California, including the counties of Los Angeles and Orange

Table 1. Regional Employment and Output 4 Los Angeles & Rest of All Table 1 summarizes the total Orange Counties California California employment and economic Jobs 8.7 million 6.2 million 14.9 million output in each region considered. Economic $1.6 trillion $1.2 trillion $2.8 trillion Output

Economic impacts were estimated using a specialized software system called IMPLAN, which employs sophisticated, data-driven economic models to determine how various types of expenditures are transmitted and multiplied throughout the region and state. For example, LBT’s employees spend their wages on housing, clothing, groceries, and other goods and services, which creates income for local businesses. Similarly, LBT’s spending on equipment and business services generates income for its suppliers and vendors. LBT’s spending thus creates income, which generates further spending that multiplies throughout the regional economy. IMPLAN can measure the size of that multiplier effect for many different types of originating expenditures.

LBT’s economic impacts were estimated by supplying IMPLAN’s economic models with all of LBT’s Fiscal Year 2018 expenditures, carefully and laboriously mapped to hundreds of spending categories and industry sectors. The resulting economic impact analyses estimate the full extent to which LBT’s operating and capital expenditures multiply throughout the regional and state economies.

Special attention was paid to the linkages between the LA/OC region and the rest of California. For example, some employees commute to LBT from outside the LA/OC region. The economic impact of their housing expenditures, therefore, occurs outside that region, whereas some of their consumption (e.g. gas for the commute home) creates an impact within the region. At the same time, some of their spending outside the region generates economic activity within the region (e.g. more gas purchased outside the region increases the demand for gas that is refined within the region). 6

Technically speaking, a “multi-regional input-output” (MRIO) model was employed to accommodate those interregional and intraregional linkages. Doing so also avoided “double- counting” economic impacts when estimating them at the state level.

LBT’s economic impacts are reported in three general categories: direct, indirect, and induced

Direct Impacts Reflect LBT’s direct expenditures, before considering how they multiply throughout the region and state

Indirect Impacts Measure how LBT’s expenditures among its suppliers and vendors multiply throughout the region and state

Induced Impacts Measure how the spending of LBT’s employees on goods and services multiply throughout the region and state

Those impacts are presented in three key economic dimensions for each region:

• Employment: Number of jobs supported or created by LBT

• Labor Income: Dollar value of wages generated by LBT

• Output: Dollar value of the economic output generated by LBT

The top five industrial sectors in which LBT has the largest economic impacts are reported for each regional analysis. Also reported are LBT’s fiscal impacts in each region, measured by federal, state, and local tax revenues that result from the economic activity generated by LBT in that region. 7

Economic Impacts on Los Angeles County and Orange County

Table 2 summarizes LBT’s economic impact on the combined economies of Los Angeles County and Orange County, in terms of employment, labor income, and economic output.

Table 2. LBT’s Economic Impacts on the LA/OC Region 5

Employment Labor Income Economic Output

Direct Impact 815 $52,423,905 $91,402,376

Indirect Impact 264 $20,044,736 $55,907,720

Induced Impact 340 $19,430,524 $56,123,955

Total Impact 1,419 $91,899,164 $203,434,052

LBT has 815 employees who live in the region, earning over $52 million in the most recent fiscal year.6 Combining that with all other LBT expenditures within the region yields a total expenditure (i.e. direct output) of over $91 million.

The Economic Output column in Table 2 shows that LBT’s $91 million in direct spending creates an additional $55.9 million in economic output from their spending with suppliers and vendors (indirect impact), and an additional $56.1 million from their employees’ consumption of goods and services (induced impact). In total, the estimated annual economic impact of LBT’s operations on the region is $203.4 million.

The Employment column of Table 2 shows that LBT annually creates or sustains an additional 604 jobs in the region when summing the indirect and induced impacts of its operations. Adding the 815 workers directly employed by LBT implies that LBT’s total employment impact in the region is 1,419 jobs each year. That employment generates $91.9 million labor income each year, as indicated in the table’s Labor Income column. 8

Table 3 shows the top five industrial sectors impacted by LBT in terms of creating or sustaining additional jobs in the region. For instance, LBT’s expenditures with suppliers and vendors (indirect impact) leads to an additional 30.4 jobs each year in the “Other financial investment activities” sector. Spending by LBT’s employees (induced impact) leads to an additional 8.1 jobs each year in that sector.

Table 3. LBT Employment Impacts: Top 5 Sectors Impacted in LA/OC Region 7 Indirect Induced Total Industry Sector Impacted Employment Employment Employment Impact Impact Impact Other financial investment activities 30.4 8.1 38.5 Funds, trusts, and other financial vehicles 30.6 2.2 32.8 Insurance agencies, brokerages, and related activities 21.6 4.6 26.2 Retail - Gasoline stores 20.8 1.5 22.2 Full-service restaurants 2.2 19.3 21.4

Table 4 shows the top five industrial sectors impacted by LBT in terms of creating additional economic output in the region. The table shows LBT’s substantial impacts in sectors related to financial investments, real estate, home ownership, and insurance. LBT annually generates over $38 million in additional economic activity in those sectors alone.

Table 4. LBT Output Impacts: Top 5 Sectors Impacted in LA/OC Region Indirect Induced Total Industry Sector Impacted Output Output Output Impact Impact Impact Funds, trusts, and other financial vehicles $11,571,589 $845,687 $12,417,275 Other financial investment activities $6,380,392 $1,692,345 $8,072,738 Owner-occupied dwellings $0 $7,220,192 $7,220,192 Real Estate $1,490,920 $4,335,154 $5,826,074 Insurance agencies, brokerages, and related activities $3,999,377 $847,772 $4,847,150

LBT also stimulates over $9 million annually in federal tax revenues, and over $6 million annually in state and local tax revenues. Note that LBT does not directly pay taxes.

Table 5. LBT Fiscal Impacts: Federal, State, & Local Tax Revenues Stimulated in LA/OC Region 8

Federal Tax Revenue State & Local Tax Revenue Total Tax Revenue $9,080,682 $6,018,916 $15,099,598 9

Economic Impacts on the Rest of California

This section describes LBT’s economic impacts on the economies of areas outside of the LA/OC region, referred to herein as the “rest of California”. It demonstrates how LBT’s operations create employment, income, and economic output well beyond its service area.

Table 6 summarizes LBT’s employment, labor income, and output impacts outside of the LA/OC region. LBT has 49 employees in the rest of California with a total payroll of $3.2 million. Its total spending in the rest of California is $8.7 million.

Table 6. LBT’s Economic Impacts on the Rest of California

Employment Labor Income Economic Output

Direct Impact 49 $3,219,349 $8,658,928

Indirect Impact 40 $2,934,551 $7,911,276

Induced Impact 28 $1,630,275 $4,758,037

Total Impact 117 $7,784,176 $21,328,241

Table 6 shows that LBT annually creates an additional 68 jobs and an additional $12.7 million in economic activity outside of the LA/OC region. LBT’s total economic impact on the rest of California is $21.3 million. 10

Table 7 shows the top five industrial sectors impacted by LBT in terms of creating or sustaining additional jobs outside of the LA/OC region. The most impacted sector is “Insurance agencies, brokerages, and related activities,” in which LBT creates or sustains an additional 6.4 jobs per year.

Table 7. LBT Employment Impacts: Top 5 Sectors Impacted in the Rest of California Indirect Induced Total Industry Sector Impacted Employment Employment Employment Impact Impact Impact Insurance agencies, brokerages, and related activities 6.06 0.36 6.42 Management consulting services 2.80 0.16 2.96 Services to buildings 2.39 0.50 2.89 Employment services 1.88 0.41 2.29 Real estate 0.96 1.28 2.24

Table 8 shows the top five industrial sectors impacted by LBT in terms of creating additional economic output in the rest of California. LBT’s largest impact is on “Insurance agencies, brokerages, and related activities,” generating an additional $1.1 million in annual economic activity.

Table 8. LBT Output Impacts: Top 5 Sectors Impacted in the Rest of California

Indirect Induced Total Industry Sector Impacted Output Output Output Impact Impact Impact Insurance agencies, brokerages, and related activities $1,065,619 $62,987 $1,128,606 Petroleum refineries $650,815 $37,139 $687,954 Owner-occupied dwellings $0 $684,331 $684,331 Real estate $262,732 $344,519 $607,251 Wholesale trade $328,808 $183,773 $512,581

In the rest of California, LBT stimulates over $1 million annually in federal tax revenues, and about $700,000 annually in state and local tax revenues, as shown in Table 9.

Table 9. LBT Fiscal Impacts: Federal, State, & Local Tax Revenues Stimulated in Rest of California

Federal Tax Revenue State & Local Tax Revenue Total Tax Revenue $1,035,193 $698,880 $1,734,073 11

Economic Impacts on California

This section combines the economic impact analyses for the LA/OC region and the rest of California to describe LBT’s total economic impact on the State of California.

Table 10. LBT’s Economic Impacts on California

Employment Labor Income Economic Output

Direct Impact 864 $55,643,254 $100,061,304

Indirect Impact 303 $22,979,287 $63,818,996

Induced Impact 368 $21,060,799 $60,881,993

Total Impact 1,536 $99,683,340 $224,762,293

Each year, Long Beach Transit creates a total economic impact of about $225 million for the state, as shown in Table 10. Put differently, LBT’s $100 million expenditure in the state contributes an additional $124.7 million to the state’s economic output each year.

LBT also supports over 1,500 jobs state each year, including 671 additional jobs for those not employed by LBT. That additional employment annually generates an additional $44 million in labor income. The average compensation for each additional job created or sustained by LBT is over $65,000 per year. 12

Table 11 shows the top five industrial sectors impacted by LBT in terms of creating or sustaining additional jobs in California. In those five sectors alone, LBT creates or sustains an additional 151 jobs in California each year.

Table 11. LBT Employment Impacts: Top 5 Sectors Impacted in California Indirect Induced Total Industry Sector Impacted Employment Employment Employment Impact Impact Impact Other financial investment activities 30.9 8.7 39.6 Funds, trusts, and other financial vehicles 30.6 2.4 33.0 Insurance agencies, brokerages, and related activities 27.7 4.9 32.7 Full-service restaurants 2.5 20.8 23.4 Retail - Gasoline stores 20.8 1.6 22.4

Table 12 shows the top five industrial sectors impacted by LBT in terms of creating additional output throughout California. In these five sectors alone, LBT annually generates an additional $41.1 million in economic output in the state.

Table 12. LBT Output Impacts: Top 5 Sectors Impacted in California

Indirect Induced Total Industry Sector Impacted Output Output Output Impact Impact Impact Funds, trusts, and other financial vehicles $11,589,119 $917,876 $12,506,995 Other financial investment activities $6,478,054 $1,817,455 $8,295,508 Owner-occupied dwellings $0 $7,904,522 $7,904,522 Real estate $1,753,652 $4,679,673 $6,433,325 Insurance agencies, brokerages, and related activities $5,064,997 $910,759 $5,975,756

LBT’s fiscal impact on the California, in terms of the federal, state, and local tax revenues it stimulates, is shown in Table 13. Each year, LBT’s operations yield $10.1 million in federal tax revenues, and $6.7 million in state and local tax revenues, or $16.8 million in total fiscal impact.

Table 13. LBT Fiscal Impacts: Federal, State, & Local Tax Revenues Stimulated in California

Federal Tax Revenue State & Local Tax Revenue Total Tax Revenue $10,115,875 $6,717,796 $16,833,671 13 People Figure 3. LBT Employee Residential Cities 9 Long Beach is the single city in which the largest concentration of Long Other Cities Long Beach Beach Transit employees live, 41% 37% although most live outside of the city, as shown in Figure 3. The geographic dispersion of LBT’s employees illustrates the breadth of LBT’s economic contributions to the Southern California economy. In Figure 4, dots represent zip codes where LBT employees live. Dots with “hotter” centers indicate a greater Rest of Service Area concentration of employees. The 22% “hottest” zip code is 90805 in North Long Beach, where 94 LBT employees live (11%). Figure 4. Heat Map of LBT Employee Residential Locations 10 14 Summary of Economic Impacts

Table 14 summarizes LBT’s annual economic impact in terms of economic output, employment, and tax revenues for each region considered. The output and employment impact measures are accompanied by “multipliers”, which demonstrate how LBT’s expenditures and employment multiply throughout the economy. For example, the “Output Multiplier” in the table for the “All California” column is 2.25, which means that each dollar of LBT’s operating expenditures leads to $2.25 worth of economic output in the state each year. Similarly, the “Employment Multiplier” given in the table for “All California” indicates that each person employed by LBT generates enough economic activity to support 1.78 jobs in California each year.

Table 14. Summary of Long Beach Transit’s Economic Impacts by Region

Los Angeles & Rest of All Orange Counties California California

Direct Output $91,402,376 $8,658,928 $100,061,304 Indirect & Induced Output $112,031,675 $12,669,313 $124,700,989 Total Output $203,434,052 $21,328,241 $224,762,293 Output Multiplier 2.23 2.46 2.25 Direct Employment 815 49 864 Indirect & Induced Employment 604 68 671 Total Employment 1,419 117 1,536 Employment Multiplier 1.74 2.39 1.78 Federal Tax Revenue $9,080,682 $1,035,193 $10,115,875 State & Local Tax Revenue $6,018,916 $698,880 $6,717,796 Total Tax Revenue $15,099,598 $1,734,073 $16,833,671 15 Appendix Notes and Data Sources 1. Source: 2020 Long Beach Transit Customer and Potential Customer Evaluation Surveys 2. Sources: Long Beach Transit 2018 Comprehensive Annual Financial Report; Long Beach Transit Finance and Budget Department 3. Sources: Long Beach Transit 2018 Comprehensive Annual Financial Report; Long Beach Transit Finance and Budget Department 4. IMPLAN 2018 Model Year 5. For the “Direct Impact” row of Table 2, employment, labor income, and economic output figures were gathered through extensive research with the Long Beach Transit Finance and Budget Department, including several on-site research sessions. Figures indicated in the “Indirect Impact” and “Induced Impact” rows were calculated by the California State University, Long Beach Office of Economic Research using IMPLAN’s multi-regional input-output modeling facility. A similar process was followed to develop Tables 6 and 10, but with expenditures and impacts corresponding to the region being analyzed. In Table 6, only employment, expenditures, and impacts occurring outside of Los Angeles County and Orange County, but within California, are reported. In Table 10, employment, expenditures, and impacts occurring throughout all of California are reported. 6. The number of LBT employees reported for each region reflect the total number of people employed across the fiscal year, including additions and separations. For example, 815 people were employed by LBT in LA/OC at some point during Fiscal Year 2018, which could differ from the number employed at a specific time during the year. 7. The indirect and induced employment impacts reported in Table 3 are derived from the additional economic output generated by LBT in the LA/OC region, as opposed to LBT’s direct output. For example, LBT does not operate any full-service restaurants. However, the wages paid to its employees are spent, in part, on restaurants, which support an additional 19.3 restaurant jobs in the two counties. Similarly, the employees of LBT’s vendors and suppliers also spend some of their wages on restaurants, supporting an additional 2.2 jobs in the region. The impacts in Table 4 are similarly generated, but in terms of additional economic output supported. For example, LBT operates buses that must be insured, creating or sustaining close to $4 million of additional economic activity in the region’s “Insurance agencies, brokerages, and related activities” sector. The same process is used to develop the impacts reported in Tables 7, 8, 11, and 12, but with regard to the region being analyzed. Below are brief examples of activities occurring in the industry sectors featured in those tables:

Industry Sector Example Industry Sector Example

Employment services Temporary staffing Owner-occupied dwellings Family houses Full-service restaurants Family restaurants Petroleum refineries Fuel manufacturing Funds, trusts, & other financial vehicles Health & Pension funds Real estate Apartment rental Insurance agencies, brokerages, & related Vehicle insurance Retail - Gasoline stores Gas stations

Management consulting services Transportation consulting Services to buildings Building cleaning Other financial investment activities Invested benefits funds Wholesale trade Vehicle parts 16

8. LBT does not directly pay taxes, so the tax revenues it stimulates are derived from the additional, taxable output of its suppliers and vendors, and the additional taxable income of its employees. Those tax revenues are reported for each region in Tables 5, 9, and 13. The bulk of federal tax revenues are generated from taxes on employee compensation and households. State and local tax revenues mostly comprise taxes on production and imports, and sales taxes paid by households. 9. Source: Long Beach Transit Finance and Budget Department. Note that all reported employment impacts are based on total employment and payroll expenditures in a given year, as opposed to the number of full-time-equivalent employees. 10. Sources: Long Beach Transit Finance and Budget Department; Esri ArcGIS; PolicyMap

Acknowledgments This report would not have been possible without the dedication, collaboration, and leadership of the Long Beach Transit team. Special thanks are owed to the following contributors:

Kenneth McDonald, President and CEO Debra Johnson, Deputy CEO Lisa Patton, Executive Director/Vice President, Finance and Budget Rhodeliza (Rhea) Morallos, Comptroller Terry Coon, Accounting Manager Samantha Ihlenfeldt, Budget Analyst James Tai, Administrative Assistant, Finance

About the Office of Economic Research at the California State University, Long Beach The Office of Economic Research, housed in the university’s Department of Economics, conducts applied economic research that supports the mission of the university by tackling important problems facing the region, state, and nation. It integrates scholarship and learning through collaboration between faculty experts and promising students. Ongoing projects include the annual Long Beach Regional Economic Forum, the annual Long Beach Latino Economic Report, economic impact analyses for regional stakeholders, and data-driven community engagement efforts.

The Office of Economic Research’s primary contributors to this report are:

Megan Anaya, Economics Graduate Student and Research Analyst Dr. Wade Martin, Professor of Economics Dr. Seiji Steimetz, Professor and Chair of Economics Prepared by the California State University, Long Beach Department of Economics, Office of Economic Research www.csulb.edu/economics

1 TABLE OF CONTENTS

TABLE OF CONTENTS………………………………………………………………….…………………………………….2 SECTION A: TRANSIT AGENCY INFORMATION…………………………….…………………….………………3 SECTION B: ROLLOUT PLAN GENERAL INFORMATION……………….……………………………………..4 SECTION C: TECHNOLOGY PORTFOLIO ……………………………….……………………………………………..5 FIGURE 1 LBT’s Fleet Composition Over 20-Year Transition Period………………..………………...6 SECTION D: CURRENT BUS FLEET COMPOSITION AND FUTURE BUS PURCHASES ………….…7 TABLE 1: Individual Bus Information for Current Bus Fleet…………………………..….…………..…..7 FIGURE 2: LBT’s Projected Annual Bus Procurements Fleet………………………………………………9 TABLE 2: LBT’s Projected Annual Bus ZEB Procurement Details ...... ………….10 TABLE 3: Verifying Block Achievability Throughout Fleet Transition………...…………………….12 TABLE 4: Estimated Costs of Future ZEB Purchases ………………...……………….………………..….13 SECTION E: FACILITIES AND INFRASTRUCTURE ………….………………………………………………..…..14 FIGURE 3: LBT’s Estimated Annual Infrastructure Costs ……..………………………………………….15 TABLE 5: Facilities Information and Construction Timeline……………...…………………………….16 TABLE 6: NOx-Exempt Area and Electric Utilities’ Territories……………………..…………………..17 SECTION F: PROVIDING SERVICE IN DISADVANTAGED COMMUNITIES (DACs)……….……….18 TABLE 7: Service in Disadvantaged Communities…...….…………………………………………………..19 SECTION G: WORKFORCE TRAINING.…….……………………………...…….…………………………………..31 SECTION H: POTENTIAL FUNDING SOURCES ……….…….……………………………..…….………….……33 SECTION I: START-UP AND SCALE-UP CHALLENGES…………….…….……………………………….…….34 APPENDIX A: LBT1 AND LBT2 SITE RENDERINGS………..…..………………………………..….…...……..36 APPENDIX B: LBT DAC AND LOW-INCOME SERVICE MAP………….……………………………………….38

2 Section A: Transit Agency Information

1. Transit agency’s name Long Beach Transit

2. Mailing address Number, street: 1963 E. Anaheim St. City, County, Zip: Long Beach, CA 90813 3. Name of transit South Coast Air Quality 4. Name of Transit agency’s South Coast Air Basin agency’s air districts Management District air basin(s) 5. Total number of buses 186 6. Population of the 796,609 in Annual Maximum urbanized area transit Service agency is serving as last published by the Census Bureau before 12/31/17 7. Contact information of A: Contact name Debra Johnson the general manager, B: Title Deputy Chief Executive Officer chief operating officer, or equivalent C: Phone number 562.599.8501 D: Email [email protected] 8. Is your transit agency Yes X No part of a Joint Group (13 CCR § 2023.1(d)(3))?

3 Section B: Rollout Plan General Information

1. Does your transit agency’s Rollout Plan have a goal of full transition to zero-emission technologies by 2040 that avoids early retirement of conventional transit buses (13 CCR § 2023.1(d)(1)(A))?

Yes.

2. The ICT regulation requires 100% ZEB purchase in 2029. Conventional transit buses that are purchased in 2028 could be delivered in or after 2029. Please explain how your transit agency plans to avoid potential early retirement of conventional buses in order to meet the 2040 goal.

Long Beach Transit (LBT) has committed to purchasing only Zero-Emission Buses (ZEB) from 2020 onward. All procurements are planned in corresponding end-of-life years for its historical fleets of diesel, gasoline hybrid and CNG buses. LBT will begin to purchase Fuel Cell Electric Buses (FCEB) in 2025 to achieve the duty cycles of longer routes and blocks with larger energy demands than the current Battery Electric Bus (BEB) achievable ranges on the market allow. Keeping the traditional, non-zero-emission vehicles in service until their natural 12-year end of life allows LBT the time to build infrastructure and acquire enough BEBs to support the more demanding routes.

3. When did your transit agency's board or governing body approve the Rollout Plan? a. Rollout Plan's approval date (06/25/2020) b. Resolution number (optional) c. Is a copy of the board approved resolution attached to the Rollout Plan submitted to CARB (13 CCR § 2023.1(d)(2))? (Yes/No) (required)

4. Please provide contact information for CARB to follow up on details of the Rollout Plan, if needed. a. Contact name: Tracy Beidleman b. Title: Manager, Government Relations Capital Planning and Grant Programs c. Phone Number: 562.599.8571 d. Email: [email protected]

5. Who has created the Rollout Plan? This rollout plan was created by LBT with assistance from the Center for Transportation and the Environment.

Section C: Technology Portfolio

1. What type(s) of zero-emission bus technologies does your transit agency plan to deploy through 2040? (13 CCR § 2023.1(d)(1)(B))

LBT will deploy both BEBs and FCEBs. Figure 1 displays the projected procurement schedule that supports a realistic timeline for infrastructure build, considers route achievability, and will not retire any vehicles before their useful life. LBT is committed to purchasing ZEBs from 2020 onward and retiring non-zero-emission buses at the end of their useful lives, eventually achieving a fully electric fleet by 2030 with a combination of BEBs and FCEBs. FCEB purchases are to begin in 2025 to give LBT time to prepare for receiving and supporting new technology for the agency’s operations and maintenance teams. Some BEB procurements are already planned and in progress.

Figure 1: LBT’s Fleet Composition Over 20-Year ZEB Transition Period

LBT's Fleet Composition Over 20-Year ZEB Transition Period 240 220 200 180 160 140 120 100

NumberBuses of 80 60 40 20 0

Year

Diesel CNG Hybrid Depot BEB FCEB

6 Section D: Current Bus Fleet Composition and Future Bus Purchases

1. Please complete Table 1 with information on each individual bus in your current bus fleet. Please identify the fuel type of each individual conventional bus as diesel, compressed natural gas (CNG), liquefied natural gas (LNG), diesel hybrid (dHEB), gasoline hybrid (gHEB), propane, or gasoline. For zero-emission technologies, identify the fuel type as hydrogen or electricity and indicate which charging technology (depot, wireless, and/or on-route) will be used. Bus types include standard, articulated, over-the-road, double decker and cutaway buses.

Table 1 is representative of the LBT fleet as of the first quarter of 2020. It lists vehicles that are routinely operated in service, as well as a supporting contingency fleet.

Table 1: Individual Bus Information for Current Bus Fleet

2. Please complete Table 2 regarding expected future bus purchases, including the number of buses in total expected to be purchased or leased in the year of purchase. Identify the number and percentage of zero-emission buses of the total bus purchases each year, as well as bus types and fuel types. Identify the same type of information for purchases of conventional buses. Bus types include standard, articulated, over-the-road, double decker and cutaway buses. For zero-emission technologies, please identify the fuel type as hydrogen or electricity and the type of charging technology (depot, wireless, and/ or on-route). For conventional technologies, identify the fuel type as diesel, compressed natural gas (CNG), liquefied natural gas (LNG), diesel hybrid (dHEB), gasoline hybrid (gHEB), propane, or gasoline. (13 CCR § 2023.1(d)(1)(D))

Figure 2 demonstrates a projected schedule for LBT purchases that would be necessary to maintain the same level of service and achieve the energy demands of the current regular service. It also reflects the 12-year life span of the current fleet and the first ZEB replacement cycle, as well as other ZEB replacements in the future. Table 2 demonstrates LBT’s commitment to 100% ZEB procurements beginning in 2020. Years in which buses are not purchased are omitted from the table.

Figure 2: LBT’s Projected Annual Bus Procurements

LBT's Projected Annual Bus Procurements 70 64 64 65 60 55 50 45 40 40 36 36 35 30 25 20 20 21 20 20 21 20 Number of Buses NumberBuses of Purchased 14 14 15 10 10 10 5 0

Year

Depot Charged BEB FCEB

9 Table 2: LBT’s Projected Annual Bus ZEB Procurement Details

Timeline Total Number of Percentage ZEB Bus Type(s) / Number of (Year) Number of ZEB of Annual ZEB Fuel Type(s) Conventional Buses to Purchases Bus Vehicles Purchase Purchases 40’ Standard BEB / 14 14 100% 0 2021 Electric Depot

40’ Standard BEB / 20 20 100% 0 2022 Electric Depot

20 20 40’ Standard BEB / 2023 100% 0 Electric Depot

40’ Standard BEB / 36 36 100% 0 2024 Electric Depot

40’ Standard FCEB / 64 64 100% 0 2025 Hydrogen 13 60’ Articulated & 2027 21 21 100% 8 40’ Standard 0 FCEB / Hydrogen FCEb== 40’ Standard BEB / 10 10 100% 0 2028 Electric Depot

40’ Standard FCEB / 40 40 100% 0 2030 Hydrogen

40’ Standard BEB / 14 14 100% 0 2033 Electric Depot

40’ Standard BEB / 20 20 100% 0 2034 Electric Depot

40’ Standard BEB / 20 20 100% 0 2035 Electric Depot

40’ Standard BEB / 36 36 100% 0 2036 Electric Depot

40’ Standard FCEB / 64 64 100% 0 2037 Hydrogen 13 60’ Articulated & 2039 21 21 100% 8 40’ Standard 0 FCEB / Hydrogen

40’ Standard BEB / 10 10 100% 0 2040 Electric Depot

10 3. Following the same bus purchase timeline as identified in Table 2, please identify in Table 3 the required operational range your future zero-emission buses should have to be able to serve in your fleet. Please provide the estimated cost of each bus with that required operational range.

Table 3 demonstrates consideration of the limitations of current market BEBs’ achievable duty cycle and range. To successfully transition the fleet’s technology and ensure service remains stable, planning models confirm that there are always more blocks that BEBs can complete on a single charge than there are BEBs. Thus, LBT will never have to run a BEB on a block that is not achievable, although they also have the option of re-blocking to relieve a vehicle that requires a charge before providing additional service. More difficult routes with higher energy demands will be serviced by FCEBs, which have demonstrated longer ranges.

Additionally, considerations regarding average degraded service capacity for the batteries are also accounted for in the achievability concept for route deployment and blocking. Degraded service capacity is determined to be 80% of name plate capacity and 90% degradation. The average degraded service capacity was calculated by multiplying the nameplate usable battery capacity (80%) by an additional degradation factor (90%) to get a degraded service capacity of 72%.

Table 4 shows the averaged costs of ZEBs on the California state contract, noting that the price of FCEBs is the price of the New Flyer buses seeing as they are the only FCEB option on the contract currently. Table 3 is also demonstrative of LBT’s historic configurable options costs and the state tax.

Table 3: Verifying Block Achievability Throughout Fleet Transition

Total Number of Proportion of BEB Number of FCEBs Number of BEBs Proportion of Timeline (Year) Active Buses in Achievable in Fleet in fleet BEBs in Fleet Fleet Blocks* 2020 0 10 225 4% 45% 2021 0 24 225 11% 45% 2022 0 44 225 20% 50% 2023 0 64 225 28% 50% 2024 0 100 225 44% 57% 2025 64 100 225 44% 57% 2026 64 100 225 44% 64% 2027 85 100 225 44% 64% 2028 85 100 225 44% 71% 2029 85 100 225 44% 71% 2030 125 100 225 44% 79% 2031 125 100 225 44% 79% 2032 125 100 225 44% 83% 2033 125 100 225 44% 83% 2034 125 100 225 44% 89% 2035 125 100 225 44% 89% 2036 125 100 225 44% 93% 2037 125 100 225 44% 93% 2038 125 100 225 44% 96% 2039 125 100 225 44% 96% 2040 125 100 225 44% 98%

*A block is considered achievable if the strenuous energy requirements for the block are within the average degraded services capacity (72% of total capacity) of onboard battery storage. The estimated total battery capacity for 2020 is 450kWh and is expected to improve by 5% every two years. This chart does not include 24 contingency vehicles.

Table 4: Estimated Costs of Future ZEB Purchases

40’ BEB 60’ BEB 40’ FCEB 60’ FCEB Average Bus Base $720,000 $1,225,000 $1,015,000 $1,464,000 Price from CA State Contract Estimated Cost of $88,000 $88,000 $88,000 $88,000 Configurable Options Tax 10.25% 10.25% 10.25% 10.25% Estimated Total $891,000 $1,448,000 $1,216,000 $1,711,000 Cost * *Steady state pricing is assumed for modeling purposes. The general expectation is that BEB prices will remain steady, but FCEB prices will fall, although there is not enough information to make a confident projection in future pricing.

4. Is your transit agency considering converting some of the conventional buses in service to zero-emission buses (13 CCR § 2023.1(d)(1)(E))?

13 Section E: Facilities and Infrastructure Modifications

1. Please complete Table 5 with names, locations, and main functions of transit agency divisions or facilities that would be involved in deploying and maintaining zero- emission buses. Please limit the facilities to bus yards and facilities with maintenance, fueling, and charging functions, and exclude other operational functions like training centers, information and trip planning offices, and administrative buildings. Please identify which facility(ies) require construction, infrastructure modifications, or upgrades to support your transit agency's long-term transition to zero-emission technologies and the estimated timeline for such an upgrade. Please also specify the type(s) of infrastructure planned in each division or facility and provide their service capacities (e.g., en-route high-power charging system to deploy 20 BEB in 2025). (13 CCR § 2023.1(d)(1)(C)).

Figure 3 reflects the anticipated infrastructure builds required to accommodate LBT’s fleet electrification. The initial infrastructure builds correspond to the Figure 2 procurement schedule: LBT1 will act as a BEB division with depot charging only to support the new BEBs in the fleet. Congruently, LBT2 will function as a hydrogen station and FCEB division.

An assumption of $200,000 is expended for infrastructure master planning and design in the year prior to construction. Depot BEB infrastructure costs include: design, construction and equipment installation costs, transformers, switchgear, DC chargers, overhead gantries, and plug-in/pantograph dispensers for depot chargers. It also assumes replacement of AC chargers with DC chargers when current BYD buses retire, as LBT’s current BEB fleet does not reflect the standard market charging scenario shift to DC charging that is taking shape with new deployments. Hydrogen infrastructure costs include maintenance bay upgrades for H2 detection, ventilation systems, and the build-out of a hydrogen fueling station, including design, construction, and equipment installation costs. Each cost is associated with the project year in the Figure 3 timeline and the related procurement of the vehicles that require the build.

14 Figure 3: LBT’s Estimated Annual Infrastructure Costs

LBT's Estimated Annual Infrastructure Costs $20,000,000 $18,000,000 $16,000,000 $13,458,000 $14,000,000 $12,000,000

$10,000,000 $7,203,680 $8,000,000 $6,536,160 $6,000,000

Estimated Infrastructure Cost $4,000,000 $1,887,360 $2,271,360 $1,728,000 $2,000,000 $899,600 $200,000 $200,000 $0

Year

LBT-2 FCEB LBT-1 BEB

Table 5: Facilities Information and Construction Timeline

Division/Facility Address Main Function(s) Type(s) of Infrastructure Service Needs Name Capacity* Upgrade?

LBT1 1963 E. Anaheim St. Diesel, gHEB and BEB Electric Charging Depot 141 buses Yes Long Beach, CA 90813 division LBT2 6860 Cherry Ave. CNG and FCEB Hydrogen Fueling Station 141 buses Yes Long Beach, CA 90805 Division

*The service capacity is impacted by the installation of charging equipment and hydrogen fueling station. Service capacity may shrink with infrastructure installation. This is still under evaluation. Currently, LBT1 and LBT2 house only 125 buses each.

Regarding the information provided in Table 5, please explain the types of necessary upgrades or infrastructure modifications each facility or division needs to support your transit agency’s long-term transition to ZEB. Please also provide the specification of each infrastructure in the related facility or division before and after the upgrades or modifications.

LBT1 has a present capacity of 141 buses and will require chargers, dispensers, and related grid and utility-owned infrastructure builds to support the energy demands of 100 active BEBs and 25 contingency fleet vehicles, which will also eventually be BEBs. LBT2 has a present capacity of 141 buses and will require a hydrogen station including storage, compression, maintenance facility upgrades and dispensers to support 125 FCEBs.

16 2. Do you expect to make any modifications to your bus parking arrangements? Explain the modifications and why they are needed.

LBT does anticipate needing to make changes to the parking configuration to accommodate chargers and dispensers at LBT1 and a hydrogen fueling station at LBT2. This would be in addition to the existing BEB infrastructure at LBT1 and the CNG station at LBT2. While LBT is endeavoring to design and produce a new division configuration to accommodate ZEB infrastructure, Appendix A shows a map of LBT1 and LBT2 configured to maximize bus space to 141 at each site. Considering only 125 buses operate out of each facility, this plan allows for the necessary infrastructure upgrades.

3. Do you expect to need additional parking spaces for completing the transition to zero- emission technologies? Explain why.

Yes, some footprint originally dedicated to bus parking will be utilized by charger dispensers and hydrogen station equipment.

4. In Table 6, please identify the propulsion system of all buses that will be dispatched from the facilities identified in Table 5.

Table 6: NOx-Exempt Area and Electric Utilities’ Territories

Name(s) of Electric Division/Facility Type(s) of Bus Located in NOx- Utility in Service Name Propulsion Systems Exempt Area? Area Southern California LBT1 Diesel, Gas, Electric No Edison Southern California LBT2 CNG, FCEB No Edison

5. Please identify the electric utilities in your transit agency’s service area.

Southern California Edison.

Note: The ICT regulation defines "NOx Exempt Areas" (13 CCR § 2023(b)(39)) as the following counties and air basins: Alpine, Amador, Butte, Calaveras, Colusa, Del Norte, Eastern Kern (the portion of Kern County within the Eastern Kern Air Pollution Control District), Glenn, Humboldt, Inyo, Lake, Lassen, Mariposa, Mendocino, Modoc, Mono, Monterey, Nevada, Northern Sonoma (as defined in title 17, California Code of Regulations, section 60100(e)), Plumas, San Benito, San Luis Obispo, Santa Barbara, Santa Cruz, Shasta, Sierra, Siskiyou, Northern Sutter (the portion of Sutter County that is north of the line that extends from the south east corner of Colusa County to the southwest corner of Yuba County), the portion of El Dorado County that is within the Lake Tahoe Air Basin (as defined in title 17, California Code of Regulations, section 60113), the portion of Placer County that is East of Highway 89 or within the Lake Tahoe Air Basin, Trinity, Tehama, Tuolumne, and Yub

17 Section F: Providing Service in Disadvantaged Communities

1. Does your transit agency serve one or more disadvantaged communities, as listed in the latest version of CalEnviroScreen?

Yes.

a. If yes, please describe how your transit agency is planning to deploy zero-emission buses in disadvantaged communities (13 CCR § 2023.1(d)(1)(F)).

LBT provides service to 115 unique disadvantaged communities (DAC). Every one of LBT’s routes serve a defined DAC. LBT’s planned full-fleet electrification will occur in 2030, therefore operating ZEBs in 115 different DACs. The current LBT BEB fleet of 10 serves six DACs now, therefore increasing to 51 potentially served in 2021, and so forth until the entire fleet of 150 buses provides service to all 115 DACs.

Due to the difficulty in assigning specific future bus procurements to routes, and with respect to LBT’s needs to frequently arrange and adapt service, the Expected Year of First ZEB Deployment is indicative of when LBT expects to deploy and house ZEBs from and in each of their divisions. LBT1 currently houses BEBs and will continue to operate as a BEB division and to expand infrastructure with the fleet. Therefore, routes served by vehicles from LBT1 will see ZEB deployments in 2021 initially. LBT2 will depot and deploy FCEBs. The purchasing and build of this infrastructure will occur at a later time; thus, routes primarily operated out of LBT2 will begin to be served by FCEBs in 2025. LBT’s entire fleet will be electric by 2030, which means all DACs will benefit from service of ZEBs no later than 2030 and likely sooner. A map of LBT routes, DACs and low-income census tract regions can be found in Appendix B.

b. Please complete Table 7 with the estimated number of zero-emission buses your transit agency is planning to deploy in disadvantaged communities and the estimated timeline.

18 Table 7: Service in Disadvantaged Communities

Location of Year of Complete Expected Year of First Disadvantaged LBT Route Route ZEB Deployment Community Electrification By Census Tract Number 6037543305 6037543306 6037543321 6037543322 6037543400 6037980025 6037544002 6037544001 6037575902 6037572302 6037576001 6037572600 1 2025 2030 6037572700 6037572900 6037573002 6037573003 6037573004 6037573202 6037576301 6037576200 6037575500 6037575300 6037575401 6037575402 6037553601 6037553801 6037553802 6037573402 6037570203 6037576001 6037570202 6037570502 21 2025 2030 6037570602 6037570603 6037573300 6037576901 6037576403 6037575101 6037575102 6037575202 6037551700 6037551800 22 6037553902 2025 2030 6037554301 6037554302 6037570204 6037573402

19 Location of Year of Complete Expected Year of First Disadvantaged LBT Route Route ZEB Deployment Community Electrification By Census Tract Number 6037553901 6037553502 6037553504 6037570203 6037576001 cont’d 6037570100 6037573300 6037576901 6037576403 6037575101 6037575102 6037575202 6037553601 6037553801 6037553802 6037573402 6037553602 6037553901 6037553502 6037553504 6037570203 6037576001 23 2025 2030 6037570202 6037570502 6037570602 6037570603 6037573300 6037576901 6037576403 6037575101 6037575102 6037575202 6037575902 6037980033 6037576001 37 2016 2016 6037576301 6037576200 6037575803 6037980033 6037576903 45 6037576901 6037576403 6037576402 2021 2024 6037576401 6037576302 6037576301 6037575102 6037575103 6037575201

20 Location of Year of Complete Expected Year of First Disadvantaged LBT Route Route ZEB Deployment Community Electrification By Census Tract Number 6037575801 6037575802 6037575803 6037575202 cont’d 6037575500 6037575300 6037575401 6037575402 6037575902 6037576001 6037576903 6037576901 6037576403 6037576402 6037576401 6037576302 46 2021 2024 6037576301 6037576200 6037575102 6037575103 6037575201 6037575202 6037575300 6037575402 6037542402 6037543202 6037543305 6037575902 6037572201 6037573100 6037573201 6037576001 6037570403 51 6037570404 2025 2030 6037570402 6037570303 6037570304 6037571701 6037571703 6037573002 6037573202 6037576301 6037576200 6037575300 6037575402 6037542402 6037543202 52 2025 2030 6037543305 6037575902

21 Location of Year of Complete Expected Year of First Disadvantaged LBT Route Route ZEB Deployment Community Electrification By Census Tract Number 6037572201 6037573100 6037573201 6037576001 6037570402 6037570303 cont’d 6037570304 6037571701 6037571703 6037573002 6037573202 6037576301 6037576200 6037575300 6037575402 6037542402 6037543202 6037543305 6037570301 6037572201 6037573201 6037576001 6037570403 6037570404 6037570501 61 2025 2030 6037570402 6037570303 6037570304 6037570202 6037570601 6037573202 6037576302 6037576301 6037576200 6037575300 6037553601 6037553801 6037553802

6037553701 6037553702 6037573402 71 6037553602 2025 2030 6037553502 6037553504 6037576001 6037570501 6037570202 6037570601 6037570602

22 Location of Year of Complete Expected Year of First Disadvantaged LBT Route Route ZEB Deployment Community Electrification By Census Tract Number 6037573300 6037576401 cont’d 6037576302 6037576301 6037576200 6037575201 6037575300 6037575902 6037576001 6037576903 6037576901 6037576403 81 2021 2024 6037576402 6037576401 6037576302 6037576301 6037576200 6037575803 6037554405 6037554404 6037575902 6037553100 6037554002 6037554101 6037554104 6037554105 6037554203 91 2021 2024 6037554204 6037576001 6037576901 6037576403 6037576402 6037576401 6037576302 6037576301 6037576200 6037575803 6037554405 6037575902 6037553100 6037554104 6037554105 92 6037554203 2021 2024 6037576001 6037576901 6037576403 6037576402 6037576401 6037576302

23 Location of Year of Complete Expected Year of First Disadvantaged LBT Route Route ZEB Deployment Community Electrification By Census Tract Number 6037576301 cont’d 6037576200 6037575803 6037554403 6037554404 6037575902 6037553100 6037554002 6037554101 6037554104 6037554105 6037554203 93 2021 2024 6037554204 6037576001 6037576901 6037576403 6037576402 6037576401 6037576302 6037576301 6037576200 6037575803 6037575902 6037576001 6037576901 6037576403 6037576402 94 2021 2024 6037576401 6037576302 6037576301 6037576200 6037576200 6037576901 6037576403 6037576402 96 2021 2024 6037576401 6037576302 6037576301 6037576200 6037572201 6037573100 6037573201 101 2025 2030 6037555102 6037555211 6037572600 6037572700 102 6037573402 2025 2030 6037573100 6037573201

24 Location of Year of Complete Expected Year of First Disadvantaged LBT Route Route ZEB Deployment Community Electrification By Census Tract Number 6037555102 cont’d 6037555211 6037572600 6037572700 6037572201 6037573100 103 2025 2030 6037573201 6037572600 6037572600 6037573402 6037573100 6037573201 104 2025 2030 6037555102 6037555211 6037572600 6037572700 6037575902 6037576001 6037570100 111 2025 2030 6037570502 6037570603 6037576200 6037575902 6037576001 6037570100 112 2025 2030 6037570502 6037570603 6037576200 121 2021 2024 6037576001 6037572100 6037572201 131 2025 2030 6037573402 6037576903 6037575103 6037575902 6037576001 151 2021 2024 6037576200 6037575901 6037573402 6037572800 6037572900 6037573002 6037573003 171 2021 2024 6037573004 6037573202 6037573300 6037575101 6037575103 6037575201

25 Location of Year of Complete Expected Year of First Disadvantaged LBT Route Route ZEB Deployment Community Electrification By Census Tract Number 6037575202 cont’d 6037575500 6037575300 6037575401 6037575402 6037575902 6037573402 6037551900 6037552100 6037552900 6037553000 6037576001 6037573002 6037573004 6037573202 172 2021 2024 6037573300 6037576301 6037576200 6037575101 6037575103 6037575201 6037575803 6037575202 6037575300 6037575401 6037575402 6037575902 6037573402 6037551900 6037552100 6037552900 6037553000 6037576001 6037555102 6037555211 6037573002 173 6037573004 2021 2024 6037573202 6037573300 6037576301 6037576200 6037575101 6037575103 6037575201 6037575803 6037575202 6037575300 6037575401 6037575402

26 Location of Year of Complete Expected Year of First Disadvantaged LBT Route Route ZEB Deployment Community Electrification By Census Tract Number 6037555102 6037555211 6037573002 6037573004 6037573202 6037573300 cont’d 6037576301 6037576200 6037575101 6037575103 6037575201 6037575803 6037575202 6037575300 6037575401 6037575402 6037575902 6037573402 6037576001 6037573002 6037573004 6037573202 6037573300 6037576301 174 2021 2024 6037576200 6037575101 6037575103 6037575201 6037575803 6037575202 6037575300 6037575401 6037575402 6037573402 6037572800 6037572900 6037573002 6037573003 6037573004 6037573202 6037573300 175 2021 2024 6037575101 6037575103 6037575201 6037575202 6037575500 6037575300 6037575401 6037575402

27 Location of Year of Complete Expected Year of First Disadvantaged LBT Route Route ZEB Deployment Community Electrification By Census Tract Number 6037573402 6037572800 6037572900 6037573002 6037573003 6037573004 6037573202 6037573300 176 2021 2024 6037575101 6037575103 6037575201 6037575202 6037575500 6037575300 6037575401 6037575402 6037575902 6037572100 6037572201 6037573100 6037576001 181 2021 2024 6037573003 6037573004 6037576200 6037575901 6037575802 6037575401 6037575902 6037572100 6037572201 6037573100 6037576001 182 2025 2030 6037573002 6037573004 6037576200 6037575803 6037575402 6037543305 6037544002 6037544001 6037575902 6037572301 191 6037980033 2025 2030 6037572500 6037572302 6037576001 6037555102 6037571701 6037571703

28 Location of Year of Complete Expected Year of First Disadvantaged LBT Route Route ZEB Deployment Community Electrification By Census Tract Number 6037572600 6037572700 6037572800 6037572900 6037573003 cont’d 6037576200 6037575901 6037575801 6037575802 6037575500 6037575401 6037555001 6037543305 6037544002 6037544001 6037575902 6037572301 6037980033 6037572500 6037572302 6037576001 6037570303 6037570304 6037570100 6037570502 6037570601 192 2025 2030 6037570602 6037570603 6037571701 6037571703 6037572600 6037572700 6037572800 6037572900

6037576200 6037575901 6037575801 6037575802 6037575500 6037575401 6037291300 6037292000 6037543306 510 6037543400 2025 2030 6037543501 6037543801 6037543903 6037601302 6037601401

29 Location of Year of Complete Expected Year of First Disadvantaged LBT Route Route ZEB Deployment Community Electrification By Census Tract Number 6037601402 6037601501 6037601502 6037601600 6037602200 6037603900 6037604100 cont’d 6037980002 6037980014 6037544002 6037573402 6037573201 6037573100 6037572301 6037572201 6037572100

Note: The ICT regulation defines the "CalEnviroScreen" (13 CCR § 2023(b)(10)) as a mapping tool that is developed by the Office of Environmental Health Hazard Assessment (OEHHA) at the request of the California Environmental Protection Agency (CalEPA) to identify California's most pollution- burdened and vulnerable communities based on geographic, socioeconomic, public health, and environmental hazard criteria. The CalEnviroScreen is available for public use at https://oehha.ca.gov/calenviroscreen.

30 Section G: Workforce Training

1. Please describe your transit agency’s plan and schedule for the training of bus operators and maintenance and repair staff on zero-emission bus technologies (13 CCR § 2023.1(d)(1)(G)).

LBT has implemented and continues to implement a number of training programs attended by LBT bus operators, mechanics, utility maintenance workers, and supervisors on an annual basis, including new operator training and LBT’s State Mandated Annual Refresher Training (SMART). These trainings are provided by experienced LBT staff. Additionally, manufacturers of the ZEB equipment such as the bus, charge management software, and charging equipment can provide training, including train-the-trainer courses, as it is often included in the procurement contract. The maintenance and operating staff have also participated in trainings from the Southern California Regional Transit Training Consortium (SCRTTC).

LBT’s training courses include Operator Refresher Training, New Operator Training, Bus Familiarization, and Bus Refresher Training. The annual training programs reach approximately 480 operators, 30 Transit Service Delivery (TSD) Supervisors, and two TSD Superintendents in the Transit Service Delivery department. In the Maintenance divisions, annual trainings prepare 60 mechanics, 32 utility personnel, 10 Maintenance Supervisors, two Utility Supervisors, three Quality Assurance Specialists, and the Fleet Maintenance Managers. These trainings encompass all propulsion technologies at LBT, namely CNG, Gas Hybrid, Diesel, and Battery Electric.

The in-house curriculum includes New Bus Training, which incorporates pre-trip inspections, door operations, emergency equipment operations, steering, operational concerns, DMV pre- trip, bus components, and other portions of the bus functions and operations across bus technologies. Maintenance trainings are also an imperative element of the bumper to bumper technical training curriculum for mechanics, utility workers, and supervisors that focus on preventive maintenance requirements, hazards related to high voltage, personal protective equipment as required, component training and charging and fueling source training.

These curricula take approximately three weeks to develop. Curricula generally includes a train-the-trainer mechanism of generational experiential learning within the organization and takes approximately two and one-half months to reach all necessary personnel at LBT. Each session is approximately four hours, with two sessions per day for roughly four to six employees per session. Operators train to drive the ZEB buses for at least one hour, in addition to completing the content training courses which cover standard operating procedures: braking, steering, turns, bus inspections, pre-trip inspections, farebox operations, fare structure, fare media, and aiding customers with disabilities and their mobility devices.

For newly hired LBT employees, there are additional standard on-boarding trainings: Civil Rights programs, such as Limited English Proficiency (LEP), ensuring meaningful access to LBT programs and services by LEP persons for whom English is not the primary language and who may have limited ability to read, speak, right or understand English; Americans with

31 Disabilities Act (ADA) of 1990, ensuring access to LBT programs and services by persons with disabilities; Title VI, ensuring compliance with Title VI Act of the Civil Rights Act of 1964 which prohibits discrimination on the grounds of race, color, or national origin; also Title VII Equal Employment Opportunity (EEO), providing Equal Employment Opportunities (EEO) for all employees regardless of race, color, religion, sex, sexual orientation, age, national origin, ancestry, mental or physical disability, veteran status, marital status, pregnancy, genetic information, or any other protected category. The aforementioned training curricula will be implemented across the organizations and will reach all necessary LBT staff annually at minimum and likely more frequently

32 Section H: Potential Funding Sources

1. Please identify all potential funding sources your transit agency expects to use to acquire zero-emission technologies (both vehicles and infrastructure) (13 CCR § 2023.1(d)(1)(H)).

LBT is prepared to pursue federal grants through the following funding programs: Federal Transit Administration’s (FTA) Urbanized Area Formula program, as well as disrectionary grant programs such as the Bus and Bus Facilities (B&BF) program, Low or No Emission Vehicle Deployment Program (LoNo), and Better Utilizing Investments to Leverage Development (BUILD) grant, as well as other available federal discretionary grant programs.

LBT will also seek funding from state resources through grant opportunites including, but not limited to, Senate Bill 1 State of Good Repair (SGR), Transit and Intercity Rail Capital Program (TIRCP), Low Carbon Transit Operations Program (LCTOP) funding, the California Energy Commission’s Clean Transportation Program as well as Hybrid and Zero-Emission Truck and Bus Voucher Incentive Project (HVIP) for bus purchases when available.

Additionally, LBT will utilize various local subsidies to support zero-emission bus deployment such as Municipal Operators Service Improvement Program (MOSIP) funds and Measure R (a Los Angeles County half-cent sales tax allocated by Los Angeles County Metropolitan Transportation Authority (Metro)) funds. While the aforementioned funding opportunities are mentioned by name, LBT will not be limited to these sources only and will regularly assess opportunities for fiscal support for the ZEB program.

33 Section I: Start-up and Scale-up Challenges

a. Please describe any major challenges your transit agency is currently facing in small scale zero-emission bus deployment.

How might CARB assist you to overcome these challenges? Please share your recommendations.

Currently, LBT is not facing nor does it anticipate any major challenges to ZEB deployment. However, LBT has faced many challenges with new bus technology deployments in the past. LBT implemented a battery-electric bus (BEB) pilot program consisting of 10 BEBs in 2017.

Beginning in mid-2018, the BEBs developed battery balancing and degradation issues. Several factors contributed to the problem, including the buses being some of the first produced by the original equipment manufacturer (OEM) BYD at its new U.S. manufacturing plant, resulting in an inadequate initial commissioning. Also, LBT’s planned use of the buses at 60–70 miles per day was too conservative, since the batteries were not allowed to discharge below a certain State of Charge (SOC). Subsequently, the battery capacity initially degraded quickly. There were initial challenges resulting in downtime and delays in putting the buses into service.

To monitor performance, BYD’s Health Alert Monitoring System promised to be an ideal solution for real-time monitoring of the BEBs, scheduling and managing depot charging, and collecting detailed data for analysis. Initially, this system was not fully functioning at the beginning of the BEB deployment, which caused challenges for the evaluation. When data first became available, there were reliability issues that LBT traced down to interference in the wireless receivers collecting the data from the buses.

LBT and BYD have worked cooperatively to resolve these issues. LBT has now deployed the initial BEBs on other routes within the service area. An additional 14 BEBs are on order, and an RFP has been released for an additional 20 BEBs with an option for 20 additional more. LBT’s experience with its first deployment has positioned the agency to manage continued successful ZEB deployments, and LBT does not anticipate any major challenges in upcoming deployments.

b. Please describe any challenges your transit agency may face in scaling up zero- emission bus deployment.

Generally, and as previously mentioned, LBT has experience with the purchase and deployment of ZEBs, specifically BEBs, and does not foresee major challenges in the procurement and deployment of these vehicles. Challenges can arise with any new propulsion technology, its corresponding infrastructure, or in training operators and maintenance staff. These challenges are overcome through a combination of OEM offered trainings, as well as other educational avenues such as conferences, technical school programs, and agency collaboration. Financial support for educating the workforce on the

34 deployment of these vehicles is under supported, however.

Additionally, the current market cost of ZEBs is between $750,000 and $1,200,000, which is about $250,000 to $700,000 more costly than traditional diesel buses. LBT will seek continued financial support to cover the incremental cost of ZEBs. The fueling infrastructure requirements for ZEB technology along with the construction required for installation also have an additional cost. Continued support for the capital cost of infrastructure required to deploy ZEB technology is imperative for the success of these technologies. Scaled economy of these alternative fuels, such as hydrogen, and subsidized or negotiated rates for electric vehicles by state utilities will also aid in the affordability of large-scale electrification. Notably, utility compliance and infrastructure to support newly heightened energy demands at agency’s maintenance divisions for hydrogen stations and charging must be achieved. Often, the existing electrical infrastructure cannot support larger energy demands associated with powering an electric fleet or a hydrogen station, and projects must include the installation of new 12kV switchgears and/or new transformers.

Another limitation of the ZEB fleet transition is the state of industry technology available to accomplish service requirements for a transit agency’s entire route duty cycles. This is mitigated through the utilizations of technical consultants and smart deployments. a. How might CARB assist you to overcome these challenges? Please share your recommendations.

Regarding the aforementioned hurdles, CARB can support LBT by ensuring continued funding for, at minimum, the incremental cost of a bus, as well as infrastructure funding and legislative support in addition to existing delineated bus purchase money. Moreover, emphasis should be placed on proper transition and deployment planning. Legislative and financial support for agencies to contract consultants to ensure best practices and successful deployments will support the long-term objectives of continued deployments and ZEBs in service. Availability and pricing of hydrogen, both renewable and not, continue to be an affordability challenge that can be allayed by greater market diversity and legislative support that subsidizes renewable fuels and their production.

35 Appendix A: LBT1 and LBT2 Division Site Renderings LBT-1

36 LBT2

37 Appendix B: LBT Disadvantaged Community and Low-Income Service Map