presented on january 20, 2012. ◦ services 2 23 fixed routes, 10 specials, 67 peak buses 108 vans,...
TRANSCRIPT
Transit Agency Status
Presented on January 20, 2012
2
LANta Overview
◦ Services
23 fixed routes, 10 specials, 67 peak buses
108 vans, 95 daily vehicle runs
Zone defined general public demand response; integrated with LANtaVan
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Transit Agency Status LANta
FY2011 Financial Position
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Current Financial Position(in 000s) FY2011
Current assets 14,056
Noncurrent assets 9,211
Capital assets, net 18,300
Total assets 41,567
Total liabilities 17,294
Net assets:
Invested in capital assets
18,300
Restricted in net assets 4,822
Unrestricted 1,151
Total net assets 24,273
50%
21%
29%
AssetsLiabilitiesNet Assets
5
Current Financial Position Current assets includes MATP receivable of
$229K – estimated collection date is March 2012
Current liabilities includes line of credit balance of $3.2M – available line is $6M at an interest rate of prime + 0.5%
All accounts payable are current Restricted net assets includes $4.8M of Act 44
Operating funding carryover Unrestricted net assets includes $688K
LANtaVan surplus
6
Current Financial PositionRevenues(in 000s)
FY2011
Passenger fares 5,544
Government fare assistance programs
6,996
Other operating revenues 529
Nonoperating revenues 17,709
Total revenues 30,778
18%
23%
2%
58%
Passenger fares
Government fare assistance programs
Other operating revenues
Nonoperating Revenues
7
Current Financial PositionOperating Expenses
(in 000s)FY2011
Wages 7,250
Fringes 6,664
Purchased transportation 10,284
Fuel 1,973
Insurance 463
Other expenses 3,298
Total operating expenses 29,932
24%
22%34%
7%
2% 11%
Wages
Fringes
Purchased transportation
Fuel
Insurance
Other
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Current Financial PositionNet Assets(in 000s)
FY2011
Invested in capital assets 18,300
Restricted net assets
Act 44 carryover 4,791
Insurance reserves 31
Unrestricted net assets
LANtaVan surplus 688
Other 463
Total net assets 24,273
75%
20%
5%
Invested in capital assets
Restricted net assets
Unrestricted net assets
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Transit Agency Status LANta
FY2011 Current Operations
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Current organization chart is provided as Handout #1
There are no vacant positions New bus operator and maintenance
positions are planned as part of the implementation of Moving LANta Forward
Staffing Level/Org Chart
11
Contract Provisions
Collective bargaining agreement term is 12/15/10 to 12/14/12.* Non-union employees
Bus Operators Current Projected FY13
Starting wage $10.87 $11.20
Top wage $21.74 $22.40
Average wage $19.12 $19.70
Contract wage increase
3% 3%
Job Classification Number- Full Time Number-Part Time
Bus operators 132 0
Maintenance workers 24 0
Operations supervisors* 11 0
General/administrative* 14 3
Senior management* 4 0
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Important Contract Provisions
Part-time employees are used in clerical positions only
Approximately 40% of bus operators are “split shift” drivers
Outsourcing report is provided as Handout #2
LANtaVan and LANtaFlex services are subcontracted through an RFP process
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Healthcare Health plan overviews, including copayments and deductibles, are
provided as Handout #3 Coverage and contributions are reviewed as part of collective
bargaining All employees receive same coverage
LANta is currently self-insured for health coverage. Total FY11 costs, including stop-loss premium, were $3M.
From 2007 to 2011, costs increased 2% per year. LANta engages a consultant to review the estimated costs of self-
insurance versus premium based plan Employee contributions are 1% of gross wages based on a 40 hour
work week. Maximum contribution is $500 annually. Health plan covers employee, spouse and eligible dependent children Retirees and spouses are covered to age 65 if employee retires
between 62 and 65. No coverage for retirees after 65.
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Pension LANta administers and contributes to two
defined benefit pension plans: the LANTA Union and LANta Non-Union Employees Pension Plans
Normal retirement age for both plans is 65 Early retirement under both plans is allowed
at age 62 with 20 years of service Participants in the Union plan make bi-weekly
contributions of 3.5% of gross wages Participants in the Non-Union plan make bi-
weekly contributions of 3.0% of gross wages
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Pension
Plan descriptions and funding information is provided as Handout #4
Both plans are underfunded as a result of poor investment performance due to the current economic climate
The Union plan is 48% funded The Non-Union plan is 65% funded
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Pension
LANta contributes the Minimum Municipal Obligation (“MMO”) to each plan
MMO is calculated by an independent actuary based on the current statute
LANta does not take advantage of protections available under Act 44, choosing to fund 100% of the amounts required to fund the plans
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Fuel
Current Cost per Gallon◦ Contract rate or market rate? Contract rate◦ Terms of contract are provided as Handout #5◦ Includes purchase of fuel for LANtaVan
Projected Cost per Gallon and Basis for Projection◦ Contract rate or market rate? Contract rate◦ It is anticipated that the current contract
terms/options will continue in future years
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Fixed Route Fares
Provide average fare:◦ Current Amount◦ Future Amount
Fare TypeDate of
Last Increase
Current
Amount
Date of Planned Increase
Amount After
Planned Increase
Base Fare 04/01/2007 $2.00 N/A N/A
Transfers $0.25 N/A N/A
Zone Fares N/A N/A N/A N/A
Multi-ride passesOne-DayDisabled One-
Day10-Ride31-DayAnnual
10/01/2011
10/01/200810/01/201110/01/201110/01/2011
$4.00
$1.00$15.00$55.00
$605.00
10/01/2013
N/A10/01/201210/01/201210/01/2012
$5.00
N/A$16.00$60.00
$660.00
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Shared Ride Fares Date of Last Fare Increase – 10/01/2008
Current ◦ Average fare - $22.15◦ LANta has sponsorship arrangements with the County
Area Agencies on Aging and MH/MR agencies
Planned Changes◦ Date of planned increase - 10/01/2013◦ Estimated average fare - $25.50◦ There are no planned changes to the existing
sponsorship arrangements
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Other Major Factors Producing Cost Increases Beyond Inflation
Factors Current Amount
Projected Future Amount
Explanation
Pension $907K $1,134K Costs are controlled by market factors
Workers’ Comp Insurance
$368K $561K Costs are controlled by experience
Increased service $750K $800K Costs are based on hourly costs and amount of service added
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Other Major Factors Producing Cost Increases Beyond Inflation
Factors Current Amount
Projected Future Amount
Explanation
Fuel costs $1.9M ? Costs are controlled by market factors at time of contract
Easton Intermodal Center
N/A $100K New facility
Health costs $3.0M ? Costs are controlled by experience, market factors and regulations
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Cost Savings InitiativesInitiative Current
CostPlanned Action and
Implementation DateProjecte
d Savings
Consolidation of LANtaVan services to one subcontractor
$9.5M Initial contract awarded in FY2007; extension awarded in FY2010
$8M over contract term
Wage freeze (salaried employees)
N/A Implemented for FY2010 $30K
SAFTI $1.4M Aggressive defense of claims keeps premiums lower
$500K/Year
Printed timetables $100K Internalized art work $10K/Year
Paratransit contract extension
$9M Extension resulted in lower costs in year 5
$100K
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Cost Savings InitiativesInitiative Current
CostPlanned Action and
Implementation Date
Projected Savings
ADA certification program
$2M In-person certification will result in less paratransit use
$300K/ Year
Energy audit $100K Resulted in suggestions for increasing efficiency
$10K/year
Hybrid buses $2.5M Resulted in better fuel efficiency, less maintenance
$10K/year in fuel and $150K in maintenance
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Revenue Enhancement Initiatives
Initiative Current Revenue
Planned Action and Implementation Date
Projected
Revenues
New revenue vehicle and shelter advertising program
$250K New vendor selected in FY2011
$200K additional per year
Raising average fare N/A Implemented for FY2010 to lower discount on fare pass media – See Handout #6
$100K per year
Private/public partnerships
N/A Implemented in FY2012 – example: Amazon contract
$100K per year
Grants $16M Aggressively pursue
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Quality Control/ProductivityInitiative Cost Planned Action and
Implementation DateProjected Benefit
Advanced Transit Management System
$2M ATMS project fully operational – includes APC, AVL and integrated operating systems (farebox, auto-announcement system, cameras)
Data currently being used to assist in adding/removing services
ADA Certification $300K/Year
October 17, 2011 – in-person assessments for ADA- and MATP-sponsored consumers
$300K/per year
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Quality Control/ProductivityInitiative Cost Planned Action and
Implementation DateProjected Benefit
Computer Aided Scheduling
N/A – part of ATMS
Spring 2012 – being tested now
Results in more efficient schedules
Flex Service $25K Implemented in August 2011
Results in more efficient delivery of service
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Transit Agency Status LANta
FY2011 Service Statistics/ Trends
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Fixed Route Service Statistics/ Trends(in 000s)
Describe Any Proposed Changes
Fixed Route FY 2010-11
FY 2011-12
FY 2012-13
FY 2013-14
FY 2014-15
Rev. Veh. Miles 2,719 2,926 3,066 3,066 3,066
Rev. Veh. Hours 211 224 235 235 235
Passenger Trips 5,600 5,782-5,963
5,924- 6,248
5,983- 6,435
6,043- 6,628
ACT 44 PERFORMANCE MEASURES
Pass. Trips/Hour 26.5 26.6 26.6 27.4 28.2
Op. Cost/Hour $88.97 $89.48 $91.15 $93.89 $96.71
Op. Rev./Hour $22.16 $20.88 $20.69 $21.50 $21.93
Op. Cost/Trip $3.35 $3.36 $3.43 $3.43 $3.43
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Fixed Route Ridership Trend
1997 2003 2006 20103,000,000
3,500,000
4,000,000
4,500,000
5,000,000
5,500,000
6,000,000
140,000
160,000
180,000
200,000
220,000
240,000
260,000
280,000
Ridership
Vehicle Hours
Year
Annual P
assenger
Tri
ps
Annual V
ehic
le H
ours
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Shared Ride Statistics/Trends (in 000s)
Shared-Ride FY 2010-11
FY 2011-12
FY 2012-13
FY 2013-14
FY 2014-15
Total Veh. Miles
4,885 4,605 4,743 4,885 5,032
Cost per Mile $1.95 $2.07 $2.07 $2.07 $2.07
Total Veh. Hours
193 184 189 195 201
Cost per Hour $47.77 $51.77 $51.91 $51.82 $51.79
Total Pass. Trips
433 434 434 434 434
Cost per Trip $21.33 $21.95 $22.61 $23.28 $23.98
Rev. per Trip $22.42 21.25 $21.65 $22.58 $24.44
Trips per Hour 2.24 2.36 2.30 2.23 2.16
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Transit Agency Status LANta
FY2011 Funding Statistics/ Trends
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Fixed Route Funding(in 000s)
FY 2010-
11
FY 2011-
12
FY 2012-
13
FY 2013-
14
FY 2014-
15
Total Operating Expenses 18,773 20,078 24,430 22,073 22,735
Total Operating Revenue 4,761 4,676 4,864 5,054 5,155
Total Operating Deficit 14,012 15,402 16,566 17.019 17,580
Subsidies:
Federal 5,040 4,925 4,930 4,930 4,930
State 8,292 9,763 10,886 11,301 11,823
Local 680 714 750 788 827
Total Funding 14,012 15,402 16,566 17,019 17,580
Balance (Cumulative) $4,800 $2,800 $841 $100 $0
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Shared Ride Funding(in 000s)
FY 2010-
11
FY 2011-
12
FY 2012-
13
FY 2013-
14
FY 2014-
15
Operating Expense 10,805 11,295 11,634 11,983 12,342
Passenger Revenue 1,302 1,188 1,412 1,384 1,385
Lottery 2,583 2,794 2,794 3,213 3,213
MATP 4,291 3,857 3,972 4,414 4,546
Other (Includes ADA charges)
2,812 3,152 2,859 3,278 3,395
Balance (Cumulative) 688 384 (123) 184 381
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Transit Agency Status LANta
FY2011 Other Information/ Assumptions
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Moving LANta Forward◦ 12 year strategic plan; adopted in 2010◦ Undertaken to address:
Rapid population growth and development Significant growth in fixed route ridership Prioritize use of Act 44 funding
◦ Plan includes: Service Plan Marketing Plan Land Use Outreach Strategy
Fixed Route Service Strategic Plan
36
MLF Service Plan identified three levels of expansion:
Fixed Route Service Strategic Plan
LevelChange from 2010
Target YearRevenue Hours % Change Peak
Vehicles
Short 22,000 11.0 4 2014
Intermediate 64,000 33.0 8 2020
Long 214,000 119.0 26With
available funding
37
Fixed Route Service Strategic Plan First implementation steps with August
2011 restructure◦ Schedule simplification◦ New direct connections◦ Created system of core routes◦ New route nomenclature
Three digit designation Provides indication of level of service
◦ Running time issues addressed◦Structure to guide enhancements
38
Fixed Route Service Strategic Plan Close to reaching Short Term plan levels
◦ 2011 changes added 4% to annual rev hours◦ Another 4% budgeted for ‘12-’13
Organization’s goal is to reach Intermediate Plan levels◦ Brings LANta to avg. rev hrs/capita for peer
systems
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Fixed Route Service Strategic Plan
0.00
0.25
0.50
0.75
1.00
TulsaRaleigh
Birmingham
Akron
Omaha
Lehigh Valley
Albuquerque
Grand Rapids
Springfield
Fresno
Albany
0.00
0.25
0.50
0.75
1.00
TulsaRaleigh
Lehigh Valley
Birmingham
Akron
Omaha
Albuquerque
Grand Rapids
Springfield
Fresno
Albany
Revenue Hours per Capita2010 Service Levels
Revenue Hours per CapitaIntermediate Term Plan
40
Fixed Route Service Strategic Plan Land Use Outreach – Expansion must
be supported through land use decisions◦ Municipal Planning Commission presentations◦ HUD Sustainable Communities grant
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Fixed Route Service Improvement Priorities Continued frequency/span
enhancements on 100’s routes – create a core system to:◦ Be a feasible transportation alternative for more
residents◦ Create target corridors for development,
economic incentives, specialty zoning
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Fixed Route Service Improvement Priorities
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Fixed Route Service Improvement Priorities 100’s routes enhancements
◦ August 2011 restructure addressed many span issues; minor enhancements still needed
◦ Focus will be on frequency Goal: 15 min peak; 30 min off-peak frequencies
◦ Trip time and frequency enhancements through new Enhanced Bus models Enhanced Bus/BRT Study - underway
44
Fixed Route Service Improvement Priorities Address demand resulting from
employment growth and development in:◦ Western Lehigh County (Route 100 corridor)◦ Central Northampton County (Route 33
corridor)
45
Western Lehigh County – Service Issues
Recently rezoned Jaindl property:Build out plans call for 4 million SF – Warehousing450,000 SF – Retail Center700 residential units
Hamilton Boulevard:Expanding retail corridor.PCTI study
Lehigh Valley West: Expanding industrial park; Primarily warehousing – fastest growing industry in Lehigh Valley
46
Route 33 Corridor Service Issues
Major mixed use development
New St. Luke’s Hospital Anderson CampusMajor expansion plans“Mayo Clinic of the East”
Major mixed use development
LVIP VI Expanding industrial park
Proposed new interchange:Major mixed used development planned
Route 248/Nazareth RdMajor retail corridor
Route 33 Park & RideTrans-Bridge service
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Rt. 100/Rt. 33 Service Needs
Need for expanded service hours to industrial park areas◦ Revenue guarantee partnerships a potential
model Need for expanded service to medical
complex Expanded fixed route service on
Hamilton Blvd, Nazareth Rd/Uhler Rd Potential for expanded use of LANtaFlex
48
Projected Impacts of Intermediate Term Plan:
Fixed Route Service Strategic Plan
Item Net Impact by 2020
Operators 40
Maintenance Employees 5
G&A Employees 2-3
Peak Vehicles 8
Fleet Vehicles 10
Revenue Hours 64,000
Revenue Miles 800,000
Annual Passenger Trips 902,000 – 1,800,000
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Improvements will be targeted to priorities Enhancements will be identified through a
planning process Performance will be continually monitored
to maintain target productivity levels◦ ATMS data will be instrumental in service
monitoring
Fixed Route Service Strategic Plan
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Transit Agency Status LANta
Capital Status Review
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Capital Status ReviewCapital Assets
(in 000s, Net of Accumulated Depreciation)
FY2011
Land 150
Buildings 3,816
Revenue vehicles 11,264
Service vehicles 155
Shop equipment 189
Furniture/office equipment 1,643
Other revenue equipment 1,085
Total capital assets 18,300
1%
21%
62%
1%
1%
9%
6%
Land
Buildings
Revenue vehicles
Service vehicles
Shop equipment
Furniture/office equipment
Other revenue equipment
52
Capital Status Review
Current Fixed-Route Projects◦ Purchase 20 hybrid buses◦ Allentown maintenance facility◦ Easton Intermodal Center◦ Shelter/signs program
Current Shared Ride Projects◦ Purchase 20 cut-away buses
53
Capital Status Review
Short-term Future Fixed-Route Projects◦ Replacement of 60 heavy-duty buses with
hybrid buses◦ Purchase of hybrid buses for service expansion◦ Development of service hubs
Short-term Future Shared Ride Projects◦ Replacement of 80 cut-away buses (existing
fleet)◦ Replacement of paratransit scheduling software