FY21-25 Capital Investment Plan Overview, Sources and Programs

March 5, 2020

1 Draft for Discussion & Policy Purposes Only The System | MBTA by the Numbers

Red Line Bus » 218 Vehicles » 22 Stations/Stops » 1,055 Vehicles » 7,690 Bus Stops » 9 Garages » 175 Bus Routes Green Line » 3,244 Bus Route Miles » 206 Vehicles » 66 Stations/Stops Commuter Rail

Orange Line » 90 Locomotives » 420 Coaches » 120 Vehicles » 20 Stations/Stops » 137 Stations » 394 Track Miles » 5 North Side Lines » 7 South Side Lines » Operated by Keolis Blue Line » 112 Vehicles » 12 Stations/Stops Ferry

Mattapan Line » 12 Boats (3 owned by the MBTA) » 10 Vehicles » 8 Stations/Stops » 7 Terminals » 3 Routes » Operated by Boston Harbor Cruises

2 Draft for Discussion & Policy Purposes Only Key milestones for the CIP development process

3 Draft for Discussion & Policy Purposes Only Next evolution of the MBTA CIP: Continuous improvement

FY17-21 CIP FY18-22 CIP FY19-23 CIP FY20-24 CIP FY21-25 CIP - Introduced a new - Continued the - Aligned priorities - Incorporate Transit - 5th update of rolling CIP strategic approach structure and with strategic goals Asset Management to produce a process introduced and plans (TAM) Plan data - Incorporate Capital Needs balanced portfolio the prior year and findings Assessment findings of projects - Issued agency-wide - Focused on fully call for projects to - Use CIP process to - Adopt lessons learned from - Represented the funding prior identify needs and implement first set acceleration initiatives first fully integrated commitments, build pipeline of Focus 40 “next - Implement a consistent and MassDOT-MBTA project readiness, priorities” nimble process for CIP acceleration, and - Incorporated incorporating in-year targeted updates Transit Asset - Leverage PMIS for - After years of Management project intake, changes underinvestment, - Expanded (TAM) data evaluation and - Integrated project mapping challenged the ambitious capital prioritization into decision-making process agency to spend spending goals to - Scored all project proposals using - Focus on execution $6.6 billion over $7.4 billion over - Integrated debt assumptions PSAC methodology and optimization of the five year five years with the Pro Forma window capital program - Produced $8 billion plan

4 Draft for Discussion & Policy Purposes Only Initial estimate: FY21-25 CIP Funding Sources

Sources highlights: • Federal funds continue to be the single largest source of capital for the MBTA • Reduction from $3.8B in FY20-24 to $3.5B in FY21-25 driven by progress on Green Line Extension and drawdown of substantial balance of carry over funds • MBTA Bonds support the 20% match for Federal projects, as well as MBTA-only funded projects • State funds include Bond Cap and Rail Enhancement Program special obligation bonds for GLX, Red Line/Orange Line improvements, South Coast Rail, and other projects • Pay-Go/Lockbox reflects an assumption of $150M/year, plus prior year carryover. Includes state assistance via bond cap and operating funds • Other funding sources include municipal contributions and other reimbursements

5 Draft for Discussion & Policy Purposes Only Initial estimate: FY21-25 CIP Federal Funding

Federal Sources: - The Federal program is a subset of the larger MBTA capital program and is determined after projects are prioritized - Of $3.5B in total federal funds, appx $2.3B is available for programming in the TIP: - $1.1B in Sec. 5307 urbanized area formula funds - $1.2B in Sec. 5337 fixed guideway state of good repair funds - ~$30M in Sec. 5339 bus and bus facilities funds

6 Draft for Discussion & Policy Purposes Only FY21-25 CIP Priorities and Programs

1. Reliability: Maintain and improve the overall Reliability Programs condition and reliability of  Bridge and Tunnel  Stations the transportation system  Facilities  System Upgrades  Revenue Vehicles  Track, Signals, and Power 2. Modernization: Modernize Modernization Programs the transportation system  Accessibility to make it safer and more  Bus Transformation  Green Line Transformation accessible and to  Bus Transit Infrastructure Partnership  Process Improvements and Innovation accommodate growth  Commuter Rail Safety and Resiliency  Rail Transformation  Customer Experience and Technology  Red / Orange Line Improvements Improvements  Risk Management and Mitigation 3. Expansion: Expand  Fare Transformation diverse transportation Expansion Programs options for communities throughout the  Green Line Extension  Expansion Project Development Commonwealth  Expansion Projects  South Coast Rail

7 Draft for Discussion & Policy Purposes Only FY21-25 CIP Programs: Reliability

Priority 1/Reliability FY21-25 CIP Programs Purpose and Need Statement Measure This program repairs, reconstructs and replaces MBTA commuter Asset condition: structural Bridge and Tunnel rail and transit bridges and tunnels system-wide deficiency and load rating This program rehabilitates and upgrades maintenance and Asset condition: FTA TERM Facilities administrative facilities that support MBTA operations. Scale (1-5) This program rehabilitates and replaces the MBTA revenue fleet, Asset age: Useful life Revenue Vehicles which includes commuter rail, heavy rail, light rail, bus and ferry benchmark units. This program rehabilitates and upgrades MBTA stations and Asset condition: FTA TERM Stations parking facilities (e.g., commuter rail, commuter boat, subway and Scale (1-5) bus stations) This program upgrades a wide range of MBTA systems including Asset age: Useful life communications, security, computer technology, fare collection, System Upgrades benchmark (for non-revenue asset management and environmental remediation systems. It vehicles) also rehabilitates non-revenue vehicles and equipment. This program rehabilitates, replaces and upgrades track, signal Asset condition, age, and Track, Signal and Power and power assets across the commuter rail and transit system. performance restrictions

8 Draft for Discussion & Policy Purposes Only FY21-25 CIP Programs: Modernization

Priority 2/Modernization FY21-25 CIP Programs Purpose and Need Statement Measure This program improves accessibility at MBTA commuter rail, subway and bus PATI Implementation; Accessibility stations. This program is necessary to meet the goals of the Authority’s Plan for increased number of Accessible Transit Infrastructure (“PATI”). accessible stations This program aims to support a range of investments that strive to achieve Bus Transformation better, faster, lower-emission but service that is more aligned with where riders TBD live, work and travel. Through partnerships and grants to municipalities, implement transit-supportive Bus Transit Infrastructure infrastructure to improve and facilitate more efficient delivery of transit Completion of bus lanes; Partnership operations, improve the passenger experience, and enhance transit rider and installation of TSP pedestrian service and safety. [Pending Transportation Bond Bill] Commuter Rail Safety and This program includes projects that improve the safety and resiliency of the PTC/ATC Project Resiliency Commuter Rail network, including the implementation of Positive Train Control. Milestones Improved customer Customer Experience and This program includes improvement projects that modernize the system and experience; survey Technology Improvements enhance customers’ experience. results The Fare Transformation program will implement a new reliable and convenient Fare Transformation Fare Transformation fare payment and collection system, integrated across all modes, to replace Project Milestones CharlieCards/Tickets and their supporting hardware and software.

9 Draft for Discussion & Policy Purposes Only FY21-25 CIP Programs: Modernization continued

Priority 2/Modernization

FY21-25 CIP Programs Purpose and Need Statement Measure

Safety and Resiliency; Green Line Transformation (GLT) improves the quality of service on the Green Green Line Addressing Demand; Service Line through fleet modernization and infrastructure/facilities upgrades, as Transformation Delivery; Accessibility; Cust. well as improved capacity, accessibility and state-of-the-art technology. Experience

Process Improvements & This program includes investments in innovations that enhance productivity or Project milestones Innovation quality of MBTA services and capital programs. This program reflects investments to modernize the Commuter Rail network, Rail Transformation including foundational investments in vehicles, facilities, and infrastructure to TBD implement the Commuter Rail Vision

The Red Line and Orange Line Improvements program includes the set of Project milestones; Red / Orange Line vehicle and infrastructure investments needed to fully modernize the fleet Three min headways on the Improvements and achieve the service goal of three minute headways on the Red Line and RL and four min headways on three and a half minute headways on the Orange Line. the OL

Implements risk management initiatives as well as proactive efforts to OHSA implementation and Risk Management improve workplace safety and system security. SMS implementation

10 Draft for Discussion & Policy Purposes Only FY21-25 CIP Programs: Expansion

Priority 3/Expansion

FY21-25 CIP Programs Purpose and Need Statement Measure

The Green Line Extension program includes the vehicles, stations and infrastructure to extend the Green Line from a relocated Lechmere Station Green Line Extension GLX Project Milestones in East Cambridge to Union Square in Somerville and College Avenue in Medford.

This program makes targeted expansions in order to improve access to transit, including the Silver Line to Chelsea, Blue Hill Avenue Station on Expansion Projects Project Milestones the Fairmount Line and MBTA support for early action South Coast Rail items.

Support planning and design for expansion projects identified as “Next Priorities” within Focus40, including Red-Blue Connector, Silver Line to Expansion Project Development Project Milestones Everett, and Green Line Extension to Route 16, as well as planning studies for expanded Commuter Rail service associated with Rail Vision

The South Coast Rail project will restore commuter rail service between South Coast Rail SCR Project Milestones Boston and southeastern Massachusetts.

11 Draft for Discussion & Policy Purposes Only Projects Scored Using PSAC Criteria

• The legislatively-mandated Project Selection Advisory Council (PSAC) established uniform project selection criteria to be used across MassDOT divisions in preparing the CIP

12 Draft for Discussion & Policy Purposes Only FY21-25 MBTA Project Selection Criteria (1 of 2)

Criteria Description Factors

The extent to which the project contributes to a Asset Condition state of good repair on the transportation system Impact to Other Assets System Preservation and aligns with asset management goals and strategies. Operations Criticality (Service Disruption) Climate Change and Severe Weather Resiliency

The extent to which the project is intended to Impact on Reliability provide modal options efficiently and effectively for Impact on Accessibility Mobility all users through benefits to reliability, accessibility, and other measures of service Impact on Customer Experience quality. Impact on Riders The extent to which the project impacts operating Impact on Operating Costs Cost Effectiveness costs and revenues and maximizes the return on the public's investment Impact on Operating Revenues The extent to which the project addresses safety Impact on System Safety Safety issues and hazards and security vulnerabilities and risks. Impact on System Security The extent to which the project: 1) meets State Air Quality and GHG Reduction goals of improving Air Quality and reducing Environmental and Health Effects Greenhouse Gases and 2) results in a reduction of pollution and/or consumption of natural resources Reduce Pollution and/or Consumption of Natural Resources

13 Draft for Discussion & Policy Purposes Only FY21-25 MBTA Project Selection Criteria (2 of 2)

Criteria Description Factors The extent to which the project is aligned with Alignment with Focus40 Policy Support the MBTA Strategic Playbook and utilizes an innovative strategy Utilizes an Innovative Strategy Impact on Connectivity to Employment Centers, Destination Districts, Priority Economic Impact The extent to which the project is intended to Places identified in Focus40 provide modal options efficiently and (Only required for effectively for all users through benefits to Impact on Corridors at or Near Capacity expansion/new capacity reliability, accessibility, and other measures of Impact on Communities with Transit- projects) service quality. Supportive Land Use Impact on Commuting Costs Social Equity Benefits to Environmental Justice (EJ) and The extent to which the project equitably Title VI Communities distributes economic, social, and health (Only required for benefits to residents and local businesses. expansion/new capacity Additional Equity Benefits to Protected projects) Populations

14 Draft for Discussion & Policy Purposes Only FY21-25 MBTA Project Prioritization

Total Program Size: $545M

Project Requests (by ranking)

Rank (by FY19-FY23 Project Project Name Score) ($M) Score

(Projects that will fit into program, 1 New project 1 $6.0M 75 ranked by score) 2 Expansion of existing project B* 24.5 69

3 New project 2 17.5 69

4 Increase for existing project F* 28.0 61

5 New project 3 8.8 54

TOTAL $84.8M

* Denotes additional funding for existing project or program

15 Draft for Discussion & Policy Purposes Only Next Steps

MPO Engangement • March 19: Update on continuing MBTA TIP projects • Early April: New MBTA projects for FFY2021-2025 TIP

MassDOT/FMCB Board Engagement • Capital Programs Committee (subcommittee of MassDOT Board) is the forum for monthly MassDOT CIP updates and decisions; FMCB will be updated concurrently and upon request • Next Capital Programs Committee meeting scheduled for March 23 • MassDOT and MBTA will present proposed sources and uses, readiness and engagement update

Public Engagement • Public meetings will be held throughout the Commonwealth in May, organized by MassDOT • Online Comment Tool will be made available after the Joint Board votes on the draft CIP

16 Draft for Discussion & Policy Purposes Only