2012-2016 Capital Improvement Program Five Year Plan Tri-County Metropolitan Transportation District of Oregon FY2012-2016 Draft Five Year Plan Capital Improvement Program Table of Contents Page # INTRODUCTION Section I Introduction 1 TriMet Facilities Map 5 5 Year Plan Summary of Expenditure-Constant Dollars 6 REPLACEMENT PROGRAMS Section II Vehicles i Fixed Route Buses - Active Fleet R-01 Fixed Route Buses - Expansion & Reserve Fleet Requirement R-03 Fixed Route Buses - Contingency Fleet R-04 Fixed Route Buses - Capital Requirements R-05 Light Rail Vehicles R-12 ATP Vehicles - Active & Expansion Fleet R-13 ATP And Community Based Vehicles - Capital Requirements R-14 Customer Facilities & Amenities ii Bus Shelters R-15 Neighborhood Bus Shelters R-16 Downtown Transit Mall Shelters R-17 Bus Transit Centers And Park & Rides R-19 Light Rail Stations, Park & Rides, Transit Centers R-32 Customer Information & TTO R-36 Operations v Operations & Administration Facilities R-37 Light Rail Shop And Trolley Barn R-47 Light Rail Track And Structures R-51 Light Rail Electrification And Signaling System R-52 Shop Equipment Replacement/Repair >$5,000 R-53 Shop Equipment Replacement/Repair <=$5,000 R-58 Capital Light Rail Shop Equipment >$5,000 R-68 Operations Light Rail Shop Equipment <=$5,000 R-71 MOW Equipment Inventory And Replacement Plan R-74 Fare Revenue Capital Equipment Inventory And Investment Plan R-77 Capital Facilities Maintenance Equipment >$5,000 R-78 Table of Contents FY2012-2016 Draft Five Year Plan Capital Improvement Program Table of Contents Page # Capital Facilities Maintenance Equipment <=$5,000 R-85 Bus Maintenance Non-Revenue Vehicles >$5,000 R-92 Bus Maintenance Non-Revenue Vehicles <=$5,000 R-102 LIFT Shop Equipment >$5,000 R-111 LIFT Shop Equipment <=$5,000 R-112 Information Technology vii Information Technology - Communications, Computing, Security, Servers, Voice, Cable, Fare, Etc. R-113 IMPROVEMENT PROGRAMS Section III Vehicles 4 40-Ft Hybrid Buses for Expansion I-01 Safety System Security Improvements I-02 Rail Safety Enhancements I-04 Positive Train Control I-05 Work Environment Improvements (Safety Program) I-06 Customer Amenities Concession Services Development I-07 Bus On-Street Related Maintenance I-08 Bus Stop Development I-09 Operating Projects Milwaukie Bus Stop Improvement Carryover I-12 Park & Ride Signage and Shared Use Support I-13 Lloyd District Transit Tracker Enhancements I-14 Rockwood/188th MAX Station Rehabilitation I-15 Bike Stations-Beaverton Transit Center I-16 Gresham Civic Station I-17 Orenco MAX Bike & Ride I-18 Transit Enhancement Projects I-19 Table of Contents FY2012-2016 Draft Five Year Plan Capital Improvement Program Table of Contents Page # Service Tigard Park & Ride Expansion: Land Acquisition I-20 Bike to Transit Facilities I-21 Willamette Shore Trolley Program I-22 BRT First Corridor I-23 Operations Rail Maintenance Equipment I-24 Operator Training Equipment I-25 Purchase Rail and Other Track Materials for RI59 Girder Rail Track I-26 Purchase and Install Track Switch Heaters and Covers I-27 Union Station Area Bus Layover and Turnaround I-28 On-Board Energy Storage Units I-31 Lake Oswego DEIS IGA I-32 Storm Water Underground Injection Control (UIC) Permit I-33 Type-1/2/3 LRV Communication Systems Upgrade for Orange Line I-36 WES Switch Heater Installation I-37 Conversion of MAX Track Switches to Powered Operation for Service Quality I-38 Type 4 LRV Spare Parts I-40 Facilities Rail Facilities Expansion - Elmo Remodel and Central MOW Base I-41 Pier Park Bus Layover/Operator Restroom Facility I-42 WES Maintenance Facility Air Compressor Upgrade I-44 Permanent Operator Restrooms at Priority End-of-Route Locations I-45 Merlo Garage Contamination Cleanup I-47 Ruby/Elmonica Mezzanine Fall Protection Retrofit I-49 All Facilities Maintenance I-50 Barbur Boulevard Stormwater Retrofit I-51 Table of Contents FY2012-2016 Draft Five Year Plan Capital Improvement Program Table of Contents Page # Information Technology (See Replacement Table 17) Sensitive Information Security Program R-129 Oracle HR Pension/Retiree Benefits Project R-129 Legal/HR Systems R-130 Transit Tracker Displays - Blue & Red MAX Lines R-131 Bus Automatic Stop Announcement System R-133 LIFT MDT, Dispatch & Communications System R-133 Multi-Modal Trip Planner R-133 FMIS/MMIS Project R-133 Operator Self-Serve Application R-133 CCTV - East and Westside Locations R-138 Table of Contents TriMet FY2012 - FY2016 Draft Capital Improvement Program Introduction TriMet’s Capital Improvement Program (CIP) includes a Replacement and an Improvement Program. The Replacement Program includes the necessary replacement and rehabilitation of existing capital assets. The Improvement Program includes additions to the capital plant that further TriMet’s program priorities. TriMet’s draft Five Year Action Plan is as follows: Focusing On Our Customers Create a culture of safety Restore, expand and build more service Upgrade and improve access to transit with focused investments Modernize fare collection Increase employee presence on the system Living Within Our Means Enhance employee productivity Increase fare inspection Bring health care costs in line Building Partnerships for Transit Growth Engage our customers and constituents Encourage partnerships with local governments. The FY2012-FY2016 Draft Capital Improvement Plan includes many projects that further these principles. Projects that upgrade and improve access to transit with focused investments include: bus replacement, Eastside light rail station improvements, Transit Tracker, Bus Stop Development, Security and Public Address are included. TriMet is beginning to work on how to modernize fare collection within existing resources. As in the past, there is continued emphasis on cost-effectively extending the useful life of equipment, vehicles, facilities, and making capital replacement expenditures only when cost of maintenance warrants the expenditure. This had led to a substantial reduction in replacement costs. 1 It is important to note that funding has not been identified for all capital projects in the CIP, and most projects in the improvement section are discretionary. All costs shown in the Draft Capital Improvement Program are 2012 dollars. Capital Budgeting Policies and Approaches For planning purposes, TriMet uses a definition of “capital” that is close to the Federal Transit Administration’s definition of capital. Capital projects entail acquisition, construction, improvement, and maintenance of facilities and equipment for use in transit. Examples include: . Replacement of vehicles; . Expansion of vehicle fleets; . Crime prevention and security equipment; . Purchase and installation of service and support equipment; . Accessory and miscellaneous equipment such as mobile radio units, bus stop signs, supervisory vehicles, fare boxes, computers, and shop and garage equipment; . Construction of maintenance facilities, including land acquisition, design, engineering, demolition; . Rehabilitation of maintenance facilities, including design and engineering, land acquisition, and relocation; . Construction of other facilities, e.g., transfer facilities, intermodal terminals and bus shelters, including design and engineering, land acquisition, etc.; and . Capital support equipment, including computer hardware, software, bus diagnostic equipment, and other equipment that enhances operating efficiency. Rolling stock, including rail cars, locomotives, work trains, ferryboats; . Track; . Line equipment; . Line structures; . Passenger stations, depots and terminals, including ferry terminals; . Signals and communications; . Power equipment and substations; . Projects to improve safety and security; . Operational support, including computer hardware and software; . Systems extensions or new system construction, including engineering, demolition, etc.; and 2 . Land acquisition, design, and construction for fixed guideways. For budgeting and accounting purposes, however, TriMet has revised its definition of capital. Many items that were once defined as capital are now considered operating projects. These include projects such as roof replacement, rail grinding, and ice caps. As a rule, projects that cannot be tagged for fixed asset inventory are operating projects. Projects that previously fell under the definition of capital should continue to be maintained in and considered for funding via the Draft Capital Improvement Plan. If funded they will be show up in the operating budget as one-time-only expenditures, instead of being included in the capital budget. 1. Priorities: TriMet views its capital projects as either (a) additions to the capital plant or as (b) rehabilitation and replacement of the existing capital plant. Capital budgeting priorities are: . First Priority: Mandatory Replacement Mandatory Safety Regulatory Requirements Second Priority: Improvement Program While replacement projects may occasionally be deferred for one or two years, they are not elective. Adequate maintenance and replacement is necessary to maintain safe, reliable and attractive service for our customers and minimize future maintenance and replacement costs. It attracts new customers and helps keep current customers. 2. Planning and Budgeting Replacement Projects TriMet plans and budgets Replacement projects as follows: . Each department maintains an inventory and condition assessment of capital items. The purpose of the inventory is to estimate the life expectancy, condition and replacement costs