Comprehensive Strategic, Operating, and Capital Plan FY 2017 – FY 2026 Final Report June 2016 Table of Contents SECTION 1 Plan Purpose, NCTD Background and Context ......................................................... 7 1.1 PURPOSE ............................................................................................................................... 7 1.2 PLAN ORGANIZATION & STRATEGIC FRAMEWORK ........................................................... 7 1.3 FISCAL YEARS COVERED BY PLAN ..................................................................................... 8 1.4 DATE APPROVED BY BOARD................................................................................................ 8 1.5 BENEFITS OF NCTD TRANSIT SERVICES ............................................................................ 8 1.6 HISTORY OF THE AGENCY ................................................................................................... 9 1.7 BOARD GOVERNANCE ........................................................................................................ 11 1.8 NCTD ORGANIZATION ......................................................................................................... 12 1.9 TRANSIT SERVICES AND CONTRACTED PROVIDERS ..................................................... 12 1.10 ROLLING STOCK AND FACILITIES MAINTENANCE ........................................................... 14 1.11 STAKEHOLDERS .................................................................................................................. 16 1.12 COORDINATION WITH METROPOLITAN PLANNING ORGANIZATION .............................. 18 1.13 COORDINATION WITH OTHER REGIONAL TRANSPORTATION OPERATORS ................ 20 SECTION 2 Strategic Approach: Mission, Vision, and Goals ..................................................... 21 2.1 GOALS AND MEASURES ..................................................................................................... 24 GOAL 1: PLACE SERVICE TO OUR CUSTOMERS FIRST ............................................................. 24 GOAL 2: ENSURE THE SAFETY AND SECURITY OF OUR EMPLOYEES AND CUSTOMERS .... 26 GOAL 3: DELIVER HIGH QUALITY TRANSIT SERVICES .............................................................. 28 GOAL 4: DEMONSTRATE GOOD STEWARDSHIP OF FEDERAL, STATE, AND LOCAL FUNDS . 30 GOAL 5: MANAGE TRANSIT ASSETS IN A MANNER THAT SUSTAINS AND PROMOTES CURRENT AND FUTURE TRANSPORTATION SERVICES ............................................. 32 GOAL 6: SECURE ADEQUATE REVENUE, PROTECTING OUR ASSETS, AND GETTING THE MAXIMUM RETURN ON THE PUBLIC INVESTMENT ...................................................... 33 GOAL 7: WORK IN PARTNERSHIP WITH OUR COMMUNITIES AND OTHER STAKEHOLDERS 35 GOAL 8: ENCOURAGE INNOVATION, CREATIVITY, AND LEADERSHIP ..................................... 35 SECTION 3 Capital and Operating Investment Priorities ............................................................ 38 3.1 SERVICE PLANNING AND OPERATIONS PLAN DEVELOPMENT ...................................... 38 3.2 CAPITAL INVESTMENT CRITERIA ....................................................................................... 38 3.3 ECONOMIC BASED CONTINGENCY PLANS – SYSTEM SUSTAINABILITY ....................... 39 SECTION 4 Existing System and Performance Trends .............................................................. 42 4.1 SYSTEM DESCRIPTION: SERVICE AREA ............................................................................. 42 4.2 SYSTEM DESCRIPTION: SERVICE MODES .......................................................................... 43 4.3 SERVICE SPAN AND FREQUENCY ..................................................................................... 45 4.4 PERFORMANCE TRENDS................................................................................................... 47 4.5 FY2016 SERVICE PLANNING ACTIVITIES......................................................................... 49 4.6 KEY BUSINESS INITIATIVES ................................................................................................ 50 SECTION 5 Systemwide Operations Plan .................................................................................... 56 5.1 SERVICE PLAN SUMMARY (FY 2017 – FY 2021) ................................................................ 56 5.2 RAIL IMPROVEMENT PROGRAM ........................................................................................ 57 5.2.1 Camp Pendleton Transit Center ...................................................................................... 57 5.2.2 CONVENTION CENTER PLATFORM ............................................................................ 57 5.2.3 SPRINTER Frequency Improvements ............................................................................ 57 5.3 PROVIDING PARATRANSIT ALTERNATIVES ...................................................................... 58 5.4 SERVICE CHANGE EFFECTS ON PERSONS WITH DISABILITIES AND OLDER ADULTS 58 5.5 FY 2017 SYSTEMWIDE OPERATIONS PLAN – SERVICE IMPLEMENTATION PLAN ........ 58 5.5.1 Proposed FY2017 Changes ............................................................................................ 58 5.5.2 Systemwide FY 2017 Impacts......................................................................................... 59 5.6 FY 2018 SYSTEMWIDE OPERATIONS PLAN ...................................................................... 59 5.6.1 Proposed FY 2018 Changes ........................................................................................... 59 5.6.2 Systemwide FY 2018 Impacts......................................................................................... 60 5.7 FY 2019 SYSTEMWIDE OPERATIONS PLAN ...................................................................... 60 5.7.1 Proposed FY 2019 Changes ........................................................................................... 60 5.7.2 Systemwide FY 2019 Impacts......................................................................................... 60 5.8 FY 2020 SYSTEMWIDE OPERATIONS PLAN ...................................................................... 60 5.8.1 Proposed FY 2020 Changes ........................................................................................... 60 5.8.2 Systemwide FY 2020 Impacts......................................................................................... 60 5.9 FY 2021 SYSTEMWIDE OPERATIONS PLAN ...................................................................... 61 5.9.1 Proposed FY 2021 Changes ........................................................................................... 61 5.9.2 Systemwide FY 2021 Impacts......................................................................................... 61 5.10 FY 2022 – FY 2026 SERVICE DEVELOPMENT THEMES .................................................... 61 5.10.1 Rail Frequency Improvements ........................................................................................... 61 5.10.2 Infill Property Development ............................................................................................. 61 5.10.3 SPRINTER Double Tracking and Express Service ......................................................... 62 SECTION 6 Operating Budget ...................................................................................................... 63 6.1 BUDGET POLICIES AND CONTROLS .................................................................................. 63 6.2 REVENUES ........................................................................................................................... 69 SECTION 7 Capital Budget ........................................................................................................... 71 7.1 10-YEAR CAPITAL IMPROVEMENT PROGRAM .................................................................. 71 7.1.1 Constrained Capital Budget ........................................................................................... 71 7.1.2 Unconstrained Baseline Budget ...................................................................................... 73 7.1.3 FY 2017 CIP ................................................................................................................... 73 7.2 SANDAG LOSSAN CORRIDOR CAPITAL PROJECTS ......................................................... 76 List of Tables Table 1.1: Summary of Key Dates and Milestones in NCTD’s History ................................................. 11 Table 1.2: Summary Detail of NCTD’s Service Contracts .................................................................... 12 Table 2.1: Summary Table of NCTD Strategic Plan Goals .................................................................. 23 Table 4.1 - Service Span and Frequency.............................................................................................. 46 Table 4.2 – Ridership by Mode – FY2012 – FY2016 ............................................................................ 47 Table 4.3 – On-Time Performance by Mode – FY2012 – FY2016 ........................................................ 48 Table 4.4 – Farebox Recovery by Mode – FY2012 – FY2016 .............................................................. 48 Table 5.1: Planned System-wide Service Hours and Miles FY 2017 - FY 2021 ................................... 56 Table 5.2: FY 2017 Level of Planned Service Hours and Miles ........................................................... 59 Table 5.3: FY 2018 Level of Planned Service