TC 05-22-06 Meeting Agendar COUNTY of FREDERICK
Department of Planning and Development
540/665-5651
FAX: 540/665-6395
MEMORANDUM
TO: Frederick County Transportation Committee
FROM: John A. Bishop, Transportation Planner .
t1
RE: May Transportation Committee Meeting
DATE: May 15, 2006
The Frederick County Transportation Committee will be meeting at 10:00 a.m. on Monday, May
22, 2006 in the Board Room of the Frederick County Administration Building, 107 North Kent
Street, Winchester, Virginia. The agenda for this meeting is as follows:
AGENDA
1. Transit Budget Request (Referred from Finance)
2. Update on Transportation Impact Fees
3. Other Business
Please contact our department if you are unable to attend this meeting.
Attachments
JAB/bad
107 North Kent Street, Suite 202 • Winchester, Virginia 22601-5000
ITEM #1
Transit Request (From Finance)
This item is carried forward from the April 25, 2006 meeting of the Transportation Committee
meeting. At that meeting, the Committee reviewed questions and answers provided by the City
Director of Transportation. A number of other concerns and questions were brought forth, and there
was no personnel from the City present to address them. The Chairman and staff have been
reviewing the information provided and will be prepared to discuss it at this meeting. Also attached
is all of the background information from the previous meetings. Below is the original request:
The City Director of Transportation requests 1) a FY 2007 budget amendment in the amount of
$133,000, which represents the county's share of the operating costs to continue the transit and
paratransit service in the county and 2) a FY 2007 budget amendment in the amount of $11,000
which represents the county's share of the purchase of two vehicles for the transit service. These
requests will be reflected as an increase in the budget resolution. The Frederick County Finance
Committee considered this item and has referred it to the Transportation Committee for a
recommendation. Staff has attached supporting documentation to this agenda and expects someone
from the City Transportation Department will be present to take questions.
Questions Concerning Memo Referencing
Winchester Transit Extended Routes in Frederick County
(responses provided by Gary Lofton 4/11/2006)
1. Why are serving DMV & VEC important to individuals using public transit?
Individuals use transit to get to these destinations because they a) do not have a
license or a vehicle or b) have lost their license. Some are using DMV to obtain
an ID card for other purposes. We have gotten numerous requests for these
destinations over the years.
2. Is it the desire of the Board of Supervisors to provide LFCC students with transit
service?
Winchester Transit cannot answer this question.
3. Working balance @ 1/31/06 as referenced on first page, should be $36,949, not
$36,769 ($94,300-$57,351)
Our error.
4. Why aren't the average monthly expenditures for FY 06 calculated on all months
instead of just the month of January 06?
An average month was used for the calculation for the sake of simplicity. Each
month will vary depending on the employees used during that month, i.e. salary of
a senior driver as opposed to a newer driver, the price of fuel, repair cost of the
bus and other factors. A detailed expenditure report will be provided for your
review.
What is paratransit service that is referred to on the first page, last paragraph?
Does the paratransit deviate from the standard route? If the bus is handicap
accessible, why are we required to offer paratransit?
The Department of Transportation regulations require that all public entities
operating fixed route transit (except for commuter bus/rail or intercity rail) must
provide complementary paratransit to persons with disabilities who are unable to
use the regular fixed -route system. (49 CFR 37.121 -125)
6. The cost of paratransit service (none has been offered to date) is calculated at
$8,000 per month. Please provide detail of calculated cost.
A cost breakdown is attached.
7. Is it the desire and direction of the Board of Supervisors to offer paratransit
service?
This is not an option if regular fixed -route service is offered.
Page 1 of 3
8. On page 2, first paragraph, states that conversations with VDRPT indicate that we
will receive half of our FY 07 budget request. In numbers, what does this equate
to in grant funding and required local funding? In trend, what is usually received
in funding?
This paragraph referred to the second demonstration grant for expansion of routes
to the north and west areas of the county. Our original request for this expansion
of service was $548,332. VDRPT has indicated that they would only be able to
fund one half of this amount. Local funds required are 5% of the grant award.
Another twist to this is that $240,000 of the original $548,332 request was for
purchase of vehicles for the expansion service. VDRPT has moved that line item
out of the Demonstration Grant and into normal Capital Assistance program.
Given these actions, Frederick County funding requirements would be:
Demonstration grant operation (less bus purchase) $548,332 - $240,000 =
$308,332/2 = $154,166*5%=$7708.30 local share
Capital Assistance (bus purchase, which includes paratransit van)
$240,000 * 10% local match = $24,000.
So if Frederick County would receive the grant for expansion of service and
purchase of required buses, the total local match would be $31,708.30. If the
County decided to lease the buses then we would have to modify the line items of
the grant and adjust the service to match the operation portion of the grant
funding. Of course that means the $24,000 local match for capital purchase of
buses would not be required.
9. On page 2, second full paragraph discusses lots of percentages. Appears that the
County's prorated portion of the transit service is $133,000. Please provide detail
on how the prorated portion of the $133,000 was calculated. What is included in
this prorated portion?
A copy of the proposed funding eligibility calculation is attached.
10. In same paragraph.....references 40% increase in total Winchester Transit budget
and federal assistance only increasing by 12%.
(1) What is the proportionate share of the city transit cost in the proposed FY
07 budget?
Winchester Transit base budget (without County routes) $745,650, County
budget $210,900. Respectively 78% and 22% of total operating budget. Last years
transit operating budget $645,960, which included $42,000+/- of the Frederick
County routes (routes did not start until December 2004). Winchester Transit share of
FTA funding for FY07 was set at $255,000, with the addition of Frederick County
routes, FTA funding was set at $287,000 (12% increase).
(2) Does the proportionate city share increase if the county does not
participate in the transit routes or program?
Given the formula funding above, FTA funding would decrease to $255,000
without the County routes, but that is an assumption on my part at this time.
will address that with VDRPT and get a more definitive answer if possible.
Page 2 of 3
But this highlights why Frederick County's local share is disproportionately
larger than Winchester's. If FTA were to fund their share in total, then we
could expect another $160,000+/- which would decrease costs to both
localities.
11. How is the fare charge calculated? What is the estimated total number of riders for
FY07 that was used to calculate expected fare? How does the County's $0.50
fare compare to the City's fare?
Fare was set at $0.50 by County. Total number of riders estimated for FY07 was
8,000 for the fixed route and 2,400 paratransit riders. Fare for City is same as County.
12. On the Maximum Eligibility Calculation...... What are eligible administration
expenses? What is the breakdown of operating expenses of $156,330? Why do budgets
at top of maximum eligibility calculation page not reconcile with bottom of page?
Administrative costs are supervisory salaries and costs associated with office
operation. Currently part of Director's salary, Office Manager's salary and office supplies
are included in costs. You will find that the eligibility calculation page does reconcile.
What is not apparent is the deduction of revenues, which include fares and FTA funding
from the portion that VDRPT funds, or in essence, the local match. We will provide a
calculation sheet narrated with the steps in determining the various figures.
15. How does Frederick County's participation impact the City of Winchester's Transit
System?
Am not clear on what does not add correctly. The first two line items; Fuels, Tires
& Maintenance plus Administrative costs and other operating expenses total up to the
sum of the operating expenses for providing the transit service. Capital of $85,000 was
estimated figure based on our last bus purchase. Further study has found that we can
purchase a smaller bus for the county routes and hence the $65,000 figure on the last
page of the memo for bus purchase.
14. How does Maximum Eligibility Calculation tie-in to the two budgets?
The maximum eligibility is based on the summation of the two budgets. If service
is decreased in the fixed route that could impact service on the paratransit and would
lower cost in the total budget but also lower the states anticipated participation.
15. How does Frederick County's participation impact the City of Winchester's Transit
System?
Service to the County does not impact the City. The two are not intertwined or
dependent on one another.
16. Why do we have to purchase a replacement bus, is continuing to lease an option?
There is not a need to purchase. Lease is an option. The current lease rate is
$1,000 per month, whereas the purchase of a bus would be 10% of the purchase cost (if
all holds true with the State Legislature). Purchase may be less over the long haul, but if
you decide to discontinue service, the County has a bus to dispose of or use in some other
capacity.
Page 3 of 3
WINCHESTER TRANSIT BUDGET MASTER SHEET COUNTY ROUTES FY07
OPERATING CAPITAL ADMIN FTM OTHER REVENUE
Frederick County Fixed Route $ 107,850 $ 85,000 26600 $ 16,000 $ 65,250 $ 4,000
Frederick County Paratransit $ 103,050 $ 12,000 $ 91,050 $ 1,200
$ 210,900 $ 85,000 $26,600 $ 28,000 $ 156,300 $ 5,200
$ 68,000.0 Fed share
$ 8,500.0 State share $ 5,200
$ 8,500.0 Local share capital
$ 295,900 Total operating and capital budget proposed
542-4613 FREDERICK COUNTY SERVICE FY07
1101 SALARY REGULAR 55000
1201 OVERTIME 4000
1701 PART-TIME 6000
2110 FICA
5500
2220 VRS-EMPLOYER
6100
2420 INS -EMPLOYER
900
2610 SUTA
2720 WORK COMP
3700
2850 FLEX BENEFITS
50
2851 FLEX - EMPLOYEE
8000
3110 MED-DENT-HOSP
3170 OTHER
3215 EMPLOYMENT AGENCY
3310 REPAR/MAINT
3315 VEH REP/MAINT
3320 OTHER CONTRACT
3325 COMP HARD/SOFT
3501 PRINTING 500
3601 LOCAL MEDIA 500
3701 LAUNDRY 1600
4203 EQUIP FUND CHARGES 16000
6001 OFFICE SUPPLIES 900
TOTAL OPERATING 107850
8105 MOTOR VEH/EQUIP 85000
8139 FACILITIES CONST
8205 MOTOR VEH/EQUIP
8999 DEPRECIATION EXP
TOTAL CAPITAL 85000
TOTAL FTM 16000
TOTAL ADMIN 26600
TOTAL OTHER 65250
542-4615-444 FREDERICK CO
1101 SALARY REGULAR
1201 OVERTIME
1701 PART-TIME
2110 FICA
2220 VRS-EMPLOYER
2420 INS -EMPLOYER
2610 SUTA
2720 WORK COMP
2850 FLEX BENEFITS
2851 FLEX - EMPLOYEE
3110 MED-DENT-HOSP
3170 OTHER
3310 REPAR/MAINT
3315 VEH REP/MAINT
3320 OTHER CONTRACT
3325 COMP HARD/SOFT
3501 PRINTING
3601 LOCAL MEDIA
3701 LAUNDRY
3810 TUIT PD -OTHER
PARATRANSIT SERVICE FY07
55000
4000
6000
5500
6100
900
3700
50
8000
1600
4203 EQUIP FUND CHARGES 12000
6001 OFFICE SUPPLIES 200
6002 FOOD & FOOD SERV
6005 LAUND & JANITORIAL
6007 REPAIR & MAINT
6008 VEH & EQUP FUELS
6009 VEH & EQUIP SUPPLIES
6011 UNIFORMS & APPAR
6014 OTHER OPERATING
TOTAL OPERATING 103050
8105 MOTOR VEH/EQUIP
8139 FACILITIES CONST
8205 MOTOR VEH/EQUIP
8999 DEPRECIATION EXP
WINCHESTER TRANSIT REVENUE SHEET FY07
Frederick County Fixed Route $ 4,000
Frederick County Paratransit $ 1,200
5,200
CITY OF WINCHESTER - FREDERICK COUNTY
STATE AID FOR PUBLIC TRANSPORTATION
FISCAL YEAR 2006-2007
MAXIMUM ELIGIBILITY CALCULATION
TOTAL ELIGIBLE FUELS, TIRES AND MAINTENANCE
TOTAL ELIGIBLE ADMINISTRATIVE EXPENSES
TOTAL ELIGIBLE RIDESHARING EXPENSES
TOTAL ELIGIBLE EXPERIMENTAL EXPENSES
OTHER OPERATING EXPENSES
TOTAL OPERATING EXPENSES
TOTAL REVENUE
TOTAL FEDERAL OPERATING ASSISTANCE
TOTAL STATE AND LOCAL FUNDS REQUIRED
TOTAL INCOME
MAX
CATEGORY STATE % STATE $
LOCAL $
$ 28,000.00
$ 26,600.00
$ 156,300.00
$ 210, 900.00
$ 5,200.00
$ 32,926.00
$ 172,774.00
$ 210,900.00
TOTAL
FTM 95% $ 26,600.00 $ 1,400.00 $ 28, 000.00
ADMIN 50% $ 13,300.00 $ 13,300.00 $ 26,600.00
RIDESHARING 80%
EXPERIMENTAL 95%
TECHNICAL 80%
OTHER OPERATING $ 118,174.00 $ 118,174.00
TOTAL $ 39,900.00 $ 132,874.00 $ 172,774.00
$ 210,900.00
To: John Riley, Frederick County Administrator
From Gary A. Lofton, Director of Transportation
CC: Ed Daley, City Manager
Date: March 8, 2006
Re: Status of Winchester Transit Extended Routes in Frederick County
In December, 2004, Winchester Transit began operating two routes into the county under a
demonstration project grant with Virginia Department of Rail and Public Transit. The grant's
components were as follows:
Total approved grant project budget: $129,413
Federal/State funding $122,942
Local Match (5%) $ 6,471
Working with County staff, we developed routes providing service to two major urbanized
areas in the county. The area to the south follows Valley Pike from the south corporate limits
of Winchester, through Stephens City to Lord Fairfax Community College. We had gotten
many requests over the years to service LFCC, so this was felt to be an important
destination. We have since altered the route to include a portion of the Town of Middletown.
The south route also serves the Fredericktowne and Lakeside Estates subdivisions as well
as the Department of Motor Vehicles. The other area selected for service was to the east of
Winchester. This route takes in the Virginia Employment Commission and then proceeds into
Senseny Road, Greenwood Road and Rte 7 (Regency Lakes and Dowell J. Howard).
As anticipated, ridership started out slowly, but has continued to rise as more citizens
become aware of the service. Attached are reports showing various ridership data for the
county routes for calendar year 2005. As you can see, ridership on the southern route is
much heavier than that of the eastern route. Part of that can be attributed to the LFCC
students utilizing the transit service to attend classes.
If this service is continued, we will be looking for ways to reduce the overall times of the
routes. At this time each loop takes approximately 1 Y2 hours, which we believe is a tittle
above the maximum desirable time for anyone needing transportation to and from a
destination.
As the FY06 fiscal year began, $94,300 was left of the original demonstration grant funding.
As of January 31, 2006 the project has expended $57,351, leaving a working balance for the
remainder of FY06 of $36,769. Estimating that monthly expenditures (January 06 was
$8869.45) stay fairly stable, it appears that -the grant funding will be exhausted in late May or
early June, 2006. At that time the County would be required to fund the operational cost for
the remainder of the fiscal year or approximately $7,500.
As with any foxed route service, Federal Transit Authority guidelines call for providing
complimentary paratransit service. Since this was a demonstration grant and no funding was
received for the paratransit service, none has been offered to this point. However, when the
grant has been exhausted, this service will have to be offered. Based upon the City's costs
—15—
for such service, I am estimating that the County's funding for the service will be
approximately $8,000 per month for one van, two drivers and associated operating
expenses.
We applied for another demonstration grant in FY05 to expand the service to the County
which included two additional routes (one to the Clearbrook area, one to the west) and
paratransit service. We were not successful in obtaining funding, but we have reapplied for
this grant in the FY07 budget process. Conversations with VDRPT indicate that we will
receive approximately half of our request. This will likely create routes similar to the other
county routes, i.e. long, single bus routes.
For FY 07, 1 do not have a clear picture of what costs may have to be incurred by the County.
Continuation of the existing service into the County and the expenses related to that
operation has been incorporated into FYOTs proposed operating budget, as per the Grant's
provision. Our funding fomnula includes approximately 30% of operating expense
reimbursement from FTA, approximately 74% of administrative/FTM costs reimbursed by
VDRPT and the balance provided by General Fund appropriation of the respective local
governing body, which roughly translates to 63% of total operating costs. utilizing this funding
formula and the operational costs for the existing County routes plus the projected paratransit
operating expenses, I estimate that the County s prorated portion of it's transit service will be
approximately $133,000. This is an inflated figure in this fiscal year for one basic reason.
Even with the 40% increase in the total Winchester Transit budget, Federal assistance only
increased 12%. Thus, Frederick County's share is not proportionate to the total transit system
budget, because Winchester's basis had to be help harmless. In other words, Winchester
should not pay more to subsidize the addition of the county routes. Let me emphasize that
this is a tentative figure as our final formula assistance will be based on what VDRPT has
been allocated in funds to distribute to the various transit properties and what they determine
each property will receive. My contacts at VDRPT can not give me any assurances that even
with increased activity in our system that we will still receive an equal amount of offsetting
revenue from them,
Also, if the service is continued, there will be a capital component in the cost of service.
Presently the demonstration grant service is being accomplished with a leased vehicle. The
cost of that lease is $1,000 per month. Several capital purchases will be required with
continuation of the service, a replacement bus of the same size (25) passenger and a
paratransit van. Assuming that funding percentages from FTA and VDRPT remain constant,
the County would be responsible for 10% of the estimated cost or approximately $11,000
(bus - $65,000, van - $45,000).
One other item that should be discussed is the fare for riding the bus. Currently, the fare
stands at $0.50 per trip. This fare is expected to generate approximately $5,200 in FY07. This
fare is applied toward the cost of operation in the funding formula. The County may want to
consider an increase in the fare to help offset more of the costs of operation.
The service delivery can be altered to reduce costs by reducing hours and areas served if the
County desires to do so. The service can be molded to reflect the desires of the County and
the customers it serves and Winchester Transit stands ready to discuss any and all options
with you to define our service delivery in Frederick County. If I can provide any further
information, please fee free to contact me.
0 Page 2
Winchester Transportation Department
TRANSIT RIDERSHIP COUNT BY ROUTE
Printed Date: 3/7/2006 Page
Selection Criteria; {routes.I)} = S/R
Grand Totals ---------- —> 2,623 1 2,370 59 194 0
Ie-7-
051/1/2005
1 /1/2006
Transit Routes
71/2/31/2005
1/31/2005
1/31/2006
Transit Fare e
iders
# Riders
# Riders
#Riders
Group -SENSENY ROAD/5225
CASH -ADULTS
2,370
59
191
0
TICKETS -ADULT
0
0
3
0
Subtotal Group -SENSENY ROAD/522S
2,370
59
194
0
Grand Totals ---------- —> 2,623 1 2,370 59 194 0
Ie-7-
Winchester Transportation Department
TRANSIT RIDERSHIP COUNT BY ROUTE
Printed Date: 3/7/2006 Page:
Selection Criteria:{routes.ID) = SC
—�
1/1/2005
1/1/2005
1/1/2006
Transit Routes12/31/2005
1/31/2005
I
1/31/2006
Transit Fare Type
# Riders
# Riders
# Riders
# Riders
Group-STEPHENS CITY/LFCC
CASH -ADULTS
3,275
79
403
0
TICKETS -ADULT
16
0
30
0
Subtotal Group -STEPHENS CITY/LFCC
3,291
79
433
0
Grand Totals3,803 1 3,291 79 433 0
—19--
CITY OF WINCHESTER - FREDERICK COUNTY
STATE AID FOR PUBLIC TRANSPORTATION
FISCAL YEAR 2006-2007
MAXIMUM ELIGIBILITY CALCULATION
TOTAL ELIGIBLE FUELS, TIRES AND MAINTENANCE
TOTAL ELIGIBLE ADMINISTRATIVE EXPENSES
TOTAL ELIGIBLE RIDESHARING EXPENSES
TOTAL ELIGIBLE EXPERIMENTAL EXPENSES
OTHER OPERATING EXPENSES
TOTAL OPERATING EXPENSES
TOTAL REVENUE
TOTAL FEDERAL OPERATING ASSISTANCE
TOTAL STATE AND LOCAL FUNDS REQUIRED
TOTAL INCOME
$ 28,000.00
$ 26,600.00
$ 156, 300.00
$ 210,900.00
$ 5,200.00
$ 32, 926.00
$ 172,774.00
$ 210,900.00
MAX
CATEGORY STATE % STATE $ LOCAL $ TOTAL
FTM 95% $ 26,600.00 $ 1,400.00 $ 28,000.00
ADMIN 50% $ 13,300.00 $ 13,300.00 $ 26,600.00
RIDESHARING 80%
EXPERIMENTAL 95%
TECHNICAL 80%
OTHER OPERATING $ 118,174.00 $ 118,174.00
TOTAL $ 39,900.00 $ 132,874.00 $ 172,774.00
$ 210,900.00
542-4615-444 FREDERICK CO. PARATRANSIT SERVICE FY07
1101 SALARY REGULAR 55000
1201 OVERTIME 4000
1701 PART-TIME 6000
2110 FICA
5500
2220 VRS-EMPLOYER
6100
2420 INS -EMPLOYER
900
2610 SUTA
2720 WORK COMP
3700
2850 FLEX BENEFITS
S0
2851 FLEX - EMPLOYEE
8000
3110 MED-DENT-HOSP
3170 OTHER
3310 REPAR/MAINT
3315 VEH REP/MAINT
3320 OTHER CONTRACT
3325 COMP HARD/SOFT
3501 PRINTING
3601 LOCAL MEDIA
3701 LAUNDRY 1600
3810 TUIT PD -OTHER
4203 EQUIP FUND CHARGES 12000
6001 OFFICE SUPPLIES 200
6002 FOOD & FOOD SERV
6005 LAUND & JANITORIAL
6007 REPAIR & MAINT
6008 VEH & EQUP FUELS
6009 VEH & EQUIP SUPPLIES
6011 UNIFORMS & APPAR
6014 OTHER OPERATING
TOTAL OPERATING 103050
8105 MOTOR VEH/EQUIP
8139 FACILITIES CONST
8205 MOTOR VEH/EQUIP
8999 DEPRECIATION EXP
_9,0_
542-4613 FREDERICK COUNTY SERVICE FY07
1101 SALARY REGULAR 55000
1201 OVERTIME 4000
1701 PART-TIME 6000
2110 FICA
5500
2220 VRS-EMPLOYER
6100
2420 INS -EMPLOYER
900
2610 SUTA
2720 WORK COMP
3700
2850 FLEX BENEFITS
50
2851 FLEX - EMPLOYEE
8000
3110 MED-DENT-HOSP
3170 OTHER
3215 EMPLOYMENT AGENCY
3310 REPAR/MAINT
3315 VEH REP/MAINT
3320 OTHER CONTRACT
3325 COMP HARD/SOFT
3501 PRINTING 500
3601 LOCAL MEDIA 500
3701 LAUNDRY 1600
4203 EQUIP FUND CHARGES 16000
6001 OFFICE SUPPLIES 900
TOTAL OPERATING 107850
8105 MOTOR VEH/EQUIP 85000
8139 FACILITIES CONST
8205 MOTOR VEH/EQUIP
8999 DEPRECIATION EXP
TOTAL CAPITAL 85000
TOTAL FTM 16000
TOTAL ADMIN 26600
TOTAL OTHER 65250
ITEM #2
Update on Transportation Impact Fees
As the committee is aware, we covered transportation impact fees extensively with the CPPS
committee at the April 25, 2006 committee meeting.
Following that, staff relayed the same information to the Board of Supervisors and Planning
Commission at a joint work session on May 11, 2006. Staff has been asked to look into a number of
issues and is currently working on that. Generally, the group was supportive of the idea and the
Board had consensus that staff and the Transportation Committee should continue to develop the
program and evaluate its usefulness. Staff expects that there will be an agenda item at the next
Board of Supervisors meeting that will add to the duties of the Transportation Committee by
designating the committee as the official Transportation Impact Fee Committee.