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05 May 30, 2014 Revised State Route 91 Advisorym OCTA AGENDA Revised -State Route 91 Advisory Committee Meeting Committee Members Bob Magee, RCTC, Chairman Michael Hennessey, OCTA, Vice Chairman Berwin Hanna, RCTC Orange County Transportation Authority Headquarters 600 South Main Street First Floor-Board Room Orange, California Friday, May 30, 2014, at 9:00 a.m. Kevin Jeffries, RCTC Al Murray, OCT A Shawn Nelson, OCTA Karen Spiegel, RCTC Todd Spitzer, OCTA Tom Tait, OCTA John Tavaglione, RCTC Ron Roberts, RCTC, Alternate Jeffrey Lalloway, OCTA, Alternate Tim Shaw, OCT A, Alternate Ed Graham, SANBAG, Ex-Officio Ryan Chamberlain, Ca/trans Dist. 12, Ex-Officio Basem Muallem, Ca/trans Dist. 8, Ex-Officio RIVEHSIDL GUlJNTV rn1~NSPORlATION COMMISS!ON Any person with a disability who requires a modification or accommodation in order to participate in this meeting should contact the OCTA Clerk of the Board, telephone (714) 560-5676, no less than two (2) business days prior to this meeting to enable OCTA to make reasonable arrangements to assure accessibility to this meeting. Agenda descriptions are intended to give members of the public a general summary of items of business to be transacted or discussed. The posting of the recommended actions does not indicate what action will be taken. The Committee may take any action which it deems to be appropriate on the agenda item and is not limited in any way by the notice of the recommended action. All documents relative to the items referenced in this agenda are available for public inspection at www.octa.net or through the Clerk of the Board's office at the OCTA Headquarters, 600 South Main Street, Orange, California. Page 1of4 COMM-SR91AC-00004 m OCTA AGENDA Revised -State Route 91 Advisory Committee Meeting Call to Order Pledge of Allegiance Director Murray 1. Public Comments Special Calendar 2. Introduction of Committee Members 3. Election of New State Route 91 Advisory Committee Chairman 4. Election of New State Route 91 Advisory Committee Vice Chairman Consent Calendar (Items 5 and 6) All items on the Consent Calendar are to be approved in one motion unless a Committee Member or a member of the public requests separate action or discussion on a specific item. 5. Approval of Minutes Approval of the minutes of the State Route 91 Advisory Committee meeting of December 6, 2013. 6. 91 Express Lanes Monthly Status Reports Kirk Avila, General Manager of the 91 Express Lanes Orange County Transportation Authority Overview The 91 Express Lanes status reports for the months of November 2013 through March 2014 have been prepared for State Route 91 Advisory Committee review. The reports highlight operational and financial activities. Recommendation Receive and file the 91 Express Lanes Monthly Status Reports for the months of November 2013 through March 2014. Page 2 of 4 m OCTA AGENDA Revised -State Route 91 Advisory Committee Meeting Regular Calendar 7. 2014 State Route 91 Implementation Plan Dan Phu, Section Manager of Project Development Orange County Transportation Authority Overview The Orange County Transportation Authority annually prepares a long-range plan for improvements along the State Route 91 corridor between State Route 57 and Interstate 15 in Riverside County. The plan includes a listing of potential improvements, preliminary cost estimates, and implementation timeframes. The 2014 State Route 91 Implementation Plan is provided. Recommendation Receive and file as an information item. 8. State Route 241/91 Express Lanes Connector Update Kurt Brotcke, Director of Strategic Planning Orange County Transportation Authority Overview Efforts are underway to plan a toll-to-toll connector between State Route 241 and the 91 Express Lanes. An overview of the project and preliminary benefits, costs, and policy issues is presented. Recommendation Receive and file as an information item. Page 3of4 m OCTA AGENDA Revised -State Route 91 Advisory Committee Meeting Discussion Items 9. 91 Project Status Update Michael Blomquist, Toll Program Director Riverside County Transportation Commission Project Update of the State Route 91 Corridor Improvement Project to widen the State Route 91 freeway through Corona and to extend the existing 91 Express Lanes. 10. 91 Express Lanes Customer Satisfaction Survey 2014 Study Overview Stella Lin, Manager of Marketing Orange County Transportation Authority A customer satisfaction survey is being developed to gauge satisfaction, attitudes and usage patterns of the 91 Express Lanes customers. Staff will provide a brief overview of this biennial survey which is scheduled to be conducted in July, with results reported in September 2014. 11. General Manager's Report 12. Committee Members' Reports 13. Closed Session There is no Closed Session scheduled. 14. Adjournment The next regularly scheduled meeting of this Committee will be held at 9:00 a.m. on Friday, August 1, 2014, at: City of Corona -City Hall 400 South Vicentia Avenue Council Chambers -First Floor Corona, California Page 4 of 4 • • • m OCTA Jennifer Harmon (RCTC) AGENDA State Route 91 Advisory Committee Meeting Committee Members Bob Magee, RCTC, Chairman Michael Hennessey, OCTA, Vice Chairman Berwin Hanna, RCTC Orange County Transportation Authority Headquarters 600 South Main Street First Floor-Board Room Orange, California Friday, May 30, 2014, at 9:00 a.m. Kevin Jeffries, RCTC Al Murray, OCTA Shawn Nelson, OCTA Todd Spitzer, OCTA Tom Tait, OCTA John Tavaglione, RCTC Ron Roberts, RCTC, Alternate Jeffrey Lalloway, OCTA, Alternate Tim Shaw, OCTA, Alternate Ed Graham, SANBAG, Ex-Officio Ryan Chamberlain, Ca/trans Dist. 12, Ex-Officio Basem Muallem, Ca/trans Dist. 8, Ex-Officio JD1~© ~ ow~rn'\ 1ffi MAY 2 3 20'!~~ ,'}) RIVERSIDE COUNTY IRANSPORTATION COMMISSION Any person with a disability who requires a modification or accommodation in order to participate in this meeting should contact the OCTA Clerk of the Board, telephone (714) 560-5676, no less than two (2) business days prior to this meeting to enable OCTA to make reasonable arrangements to assure accessibility to this meeting. Agenda descriptions are intended to give members of the public a general summary of items of business to be transacted or discussed. The posting of the recommended actions does not indicate what action will be taken. The Committee may take any action which it deems to be appropriate on the agenda item and is not limited in any way by the notice of the recommended action. All documents relative to the items referenced in this agenda are available for public inspection at www.octa.net or through the Clerk of the Board's office at the OCTA Headquarters, 600 South Main Street, Orange, California . Page 1 of 4 m OCTA AGENDA State Route 91 Advisory Committee Meeting Call to Order Pledge of Allegiance Director Murray 1. Public Comments Special Calendar 2. Introduction of Committee Members 3. Election of New State Route 91 Advisory Committee Chairman 4. Election of New State Route 91 Advisory Committee Vice Chairman Consent Calendar (Items 5 and 6) • All items on the Consent Calendar are to be approved in one motion unless a Committee Member or a member of the public requests separate action or • discussion on a specific item. 5. Approval of Minutes Approval of the minutes of the State Route 91 Advisory Committee meeting of December 6, 2013. 6. 91 Express Lanes Monthly Status Reports Kirk Avila, General Manager of the 91 Express Lanes Orange County Transportation Authority Overview The 91 Express Lanes status reports for the months of November 2013 through March 2014 have been prepared for State Route 91 Advisory Committee review. The reports highlight operational and financial activities. Recommendation Receive and file the 91 Express Lanes Monthly Status Reports for the months of November 2013 through March 2014. Page 2 of 4 • • • • m AGENDA OCTA State Route 91 Advisory Committee Meeting Regular Calendar 7. 2014 State Route 91 Implementation Plan 8. Dan Phu, Section Manager of Project Development Orange County Transportation Authority Overview The Orange County Transportation Authority annually prepares a long-range plan for improvements along the State Route 91 corridor between State Route 57 and Interstate 15 in Riverside County. The plan includes a listing of potential improvements, preliminary cost estimates, and implementation timeframes. The 2014 State Route 91 Implementation Plan is provided. Recommendation Receive and file as an information item. State Route 241/91 Express Lanes Connector Update Kurt Brotcke, Director of Strategic Planning Orange County Transportation Authority Overview Efforts are underway to plan a toll-to-toll connector between State Route 241 and the 91 Express Lanes. An overview of the project and preliminary benefits, costs, and policy issues is presented. Recommendation Receive and file as an information item . Page 3 of 4 m OCTA AGENDA State Route 91 Advisory Committee Meeting Discussion Items 9. 91 Project Status Update Michael Blomquist, Toll Program Director Riverside County Transportation Commission Project Update of the State Route 91 Corridor Improvement Project to widen the State Route 91 freeway through Corona and to extend the existing 91 Express Lanes. 10. 91 Express Lanes Customer Satisfaction Survey 2014 Study Overview Stella Lin, Manager of Marketing Orange County Transportation Authority A customer satisfaction survey is being developed to gauge satisfaction, attitudes and usage patterns of the 91 Express Lanes customers. Staff will provide a brief overview of this biennial survey which is scheduled to be conducted in July, with results reported in September 2014. 11. General Manager's Report 12. Committee Members' Reports 13. Closed Session There is no Closed Session scheduled. 14. Adjournment The next regularly scheduled meeting of this Committee will be held at 9:00 a.m. on Friday, August 1, 2014, at: City of Corona -City Hall 400 South Vicentia Avenue Council Chambers -First Floor Corona, California Page 4 of 4 • • • • m OCTA MINUTES State Route 91 Advisory Committee Meeting Committee Members Present Bob Magee, RCTC, Chairman Michael Hennessey, OCTA, Vice Chairman Gail Eastman, OCTA Berwin Hanna, RCTC Al Murray, OCTA Tim Shaw, OCTA Karen Spiegel, RCTC Todd Spitzer, OCTA Ryan Chamberlain, Ca/trans Dist. 12, Ex-Officio Basem Muallem, Ca/trans Dist. 8, Ex-Officio Committee Members Absent Kevin Jeffries, RCTC John Tavaglione, RCTC Jeffrey Lalloway, OCTA, Alternate Ron Roberts, RCTC, Alternate Greg Winterbottom, OCTA, Alternate Ed Graham, SANBAG, Ex-Officio Staff Present Anne Mayer, RCTC, Executive Director Ken Phipps, OCTA, Deputy Chief Executive Officer Kirk Avila, OCTA, General Manager, 91 Express Lanes Laurena Weinert, OCTA, Assistant Clerk of the Board Mary K. Burton, OCTA, Deputy Clerk of the Board Steven DeBaun, RCTC, Legal Counsel Kennard R. Smart, Jr., OCTA, General Counsel OCTA and RCTC staff and General Public • Call to Order • The December 6, 2013, regular meeting of the State Route 91 Advisory Committee was called to order by Committee Chairman Magee at 9:04 a.m. at the Orange County Transportation Authority Headquarters, Board Room -First Floor, 600 South Main Street, Orange, California. Pledge of Allegiance Member Spiegel led in the Pledge of Allegiance. 1. Public Comments No public comments were received. Special Calendar There were no Special Calendar matters . December 6, 2013 Page 1 of 6 m OCTA MINUTES State Route 91 Advisory Committee Meeting Consent Calendar (Items 2 through 4) 2. Approval of Minutes A motion was made by Member Murray, seconded by Member Hanna, and declared passed by those present, to approve minutes of the August 2, 2013, meeting. 3. 91 Express Lanes Monthly Status Reports A motion was made by Member Murray, seconded by Member Hanna, and declared passed by those present, to receive and file the 91 Express Lanes Monthly Status Reports for the months of July 2013 through October 2013. 4. Fiscal Year 2012-13 91 Express Lanes Annual Financial Statements A motion was made by Member Murray, seconded by Member Hanna, and declared passed by those present, to receive and file the fiscal year 2012-13, 91 Express Lanes Annual Financial Statements. Regular Calendar There were no Regular Calendar items. Discussion Items 5. Transportation Corridor Agencies Non-Stop Travel for All Customers Coming Soon Lisa Telles, Chief Communications Officer for the Transportation Corridor Agencies (TCA), presented the following: • TCA background and first in California to offer electronic toll collection • Surveyed the cash customers and they want: o Variety of ways to pay, and o Non-stop, stress free experience on the toll roads • Introducing -Express Account to be available in January 2014 • Cash collection will be removed mid-2014 • Giving the customer more choices • One-time-toll for tourists and infrequent users • FastTrak customers -$0 monthly fee if the customer spends more than $25 per month • 201h Anniversary (1993 through 2013) December 6, 2013 Page 2 of 6 • • • • • • m OCTA MINUTES State Route 91 Advisory Committee Meeting 6. Confidential Plate Update Kirk Avila, General Manager of the 91 Express Lanes, reported that at the August 2, 2013, Committee meeting an update was given on the 91 Express Lanes toll violation and OCTA's confidential plate violation process. Mr. Avila stated that the California Toll Operators Committee (CTOC), comprised of toll operators throughout California, met and discussed the confidential plate issues and their support for confidential plate violation legislation. Member Spitzer commented that the Administration has vetoed the confidential plate legislation, because the Department of Motor Vehicles (OMV) does not want to deal with the issues. He asked why there is no legislation movement with the Administration. Lance Larson, OCTA Executive Director of Government Relations, responded that there is no Administration movement, because the OMV does not support the efforts. However, the concern still remains in the OCTA legislative platform. Member Spitzer asked if there is interest from Caltrans. Ryan Chamberlain, Caltrans District 12 Director, responded that he is not aware if California Secretary of Transportation, Brian Kelly, has an opinion regarding the confidential plate issues. Member Spitzer recommended the confidential plate issues be discussed with Secretary of Transportation, Brian Kelly, under the umbrella of toll policy concerns. Mr. Larson agreed with Director Spitzer's suggestion. Anne Mayer, Executive Director of Riverside County Transportation Commission (RCTC), reported there are many concurrent efforts underway related to the toll policy issues. In addition, RCTC will return back to the Self-Help Counties Coalition working group to discuss the paper/confidential plate issues. Member Shaw inquired if the confidential plate citation is sent to the place of employment and can the fine be taken out of their paycheck. Mr. Avila responded that the citation is sent to the place of employment and the fine cannot be taken out of their paycheck. Mr. Larson responded that he researched and relied on Member Murray's law enforcement background advice on how an agency addressed a confidential plate violation citation and concluded that each agency has a different process . December 6, 2013 Page 3 of 6 m OCTA MINUTES State Route 91 Advisory Committee Meeting 6. (Continued) Member Murray commented that the agency receives the confidential plate citation and will usually internal affairs go directly to the employee. The problem is when staff retires and in some cases cannot be contacted about the citation. Mr. Avila reported that an additional issue is when a spouse or child does not have the same last name, which is difficult for the agency to address the citation. In addition, the 91 Express Lanes loses about $500,000 per year in tolls related to paper plates. 7. General Manager's Report Kirk Avila, OCTA General Manager of the 91 Express Lanes, reported: • Additional periodic enforcement on the 91 Express Lanes is conducted by the California Highway Patrol to give citations to motorists that do not have a transponder or violate the 3+ lane policy. • Members are invited to visit the 91 Express Lanes when the periodic enforcements are being conducted. • Member Spitzer inquired if the violator's photo can be placed on the website, and Mr. Avila responded that per OCTA's General Counsel, the photo cannot be posted on the website. • In November, traffic volumes were down one percent for traffic and half of one percent for revenues. • On November 29, there was an incident on the 91 Corridor that caused a shutdown of the Express Lanes, which is one of the reasons why the traffic and revenue was down for November. • There has been a 1.9 percent increase in traffic volumes and 3 percent in revenues as compared to last fiscal year. Anne Mayer, Executive Director of RCTC, thanked the OCTA Board for their cooperation and leadership and OCTA staff's investment with RCTC's collective success. She appreciates the partnership and relationship between OCTA and RCTC. December 6, 2013 Page 4 of 6 • • • • • • m OCTA MINUTES State Route 91 Advisory Committee Meeting 8. Committee Members' Reports Member Spiegel reported on RCTC events as follows: • On December 9, Federal Transit Administration and Congressmen Ken Calvert (R-Corona) and Mark Takano (D-Perris) will participate in a formal signing ceremony for the Perris Valley train line and the federal grant funding was announced. • On December 11, there will be a groundbreaking event for the State Route 91 Corridor Improvement Project. • She thanked Anne Mayer for her leadership. Member Spitzer commented that OCTA had controversial issues regarding the Measure M2 Interstate 405 Improvement Project high-occupancy vehicle and high-occupancy toll (HOT) lanes. He mentioned on numerous occasions that Southern California needs to meet and discuss toll policy issues and asked Ms. Mayer the status of the summit. Ms. Mayer responded that there is a tentative date of January 16, 2014, for elected officials from Orange, Los Angeles, San Bernardino, Riverside, and Imperial counties to initially meet and discuss toll policy issues. Member Spitzer responded that January 16 is a good first step meeting and recommended a toll policy summit in March or April 2014. He suggested that the summit be centrally located, private firms be sponsors, and have Secretary of Transportation, Brian Kelly and Malcolm Dougherty, Director of Caltrans, be keynote speakers, etcetera. Member Spitzer provided his concerns and would like the Committee to agree to the first meeting and direct staff to plan a Southern California summit regarding toll policy issues. Basem Muallem, Caltrans District 8 Director, commented that San Bernardino County had recent discussions that HOT lanes could be a significant option to pay for infrastructure, goods movement, congestion, and funding issues, which is being reviewed for the Interstate 110 and 15. He supports bringing the partners together to discuss the issues and how to solve these concerns. Committee Chairman Magee requested that the RCTC staff brief the RCTC Commission at the December 11 meeting regarding Member Spitzer's concerns regarding the toll policy issues. December 6, 2013 Page 5 of 6 m OCTA MINUTES State Route 91 Advisory Committee Meeting 8. (Continued) Member Hennessey announced with great regret that Member Eastman will no longer be sitting on this Committee and thanked her for serving on this Committee and wished her the best. Member Eastman thanked everyone for their support and said it has been an incredible learning experience being on the OCTA Board. She supports Member Spitzer's suggestions regarding having a toll policy summit in order to draw attention to the issues. 9. Closed Session There was no Closed Session scheduled. 10. Adjournment The meeting adjourned at 9:55 a.m. • The next regularly scheduled meeting of this Committee is to be determined and • will take place in Corona, California. ATIEST Bob Magee Committee Chairman December 6, 2013 Laurena Weinert OCT A Assistant Clerk of the Board • Page 6 of 6 •m OCTA • • May30, 2014 To: From: Subject: Overview State Route 91 Advisory Committee . />\ Kirk Avila~ General Manager, 91 Express Lanes 91 Express Lanes Monthly Status Reports The 91 Express Lanes status reports for the months of November 2013 through April 2014 have been prepared for State Route 91 Advisory Committee review. The reports highlight operational and financial activities. Recommendation Receive and file the 91 Express Lanes Monthly Status Reports for the months of November 2013 through April 2014. Background Monthly status reports are prepared to document 91 Express Lanes activity and are provided for State Route 91 Advisory Committee review. Discussion The November 2013 status report for the 91 Express Lanes is provided in Attachment A. In November 2013, traffic volume in the 91 Express Lanes decreased 1.1 percent and gross potential toll revenue decreased 0.6 percent as compared to the prior year. The December 2013 status report is provided in Attachment B. In December 2013, traffic volume increased by 3.3 percent over the same period in 2012 while gross potential toll revenue increased by 8 percent. The January 2014 status report for the 91 Express Lanes is provided in Attachment C. In January 2014, traffic volume increased by 3.3 percent over the same period in 2013 and gross potential toll revenue increased by 7.1 percent. Orange County Transportation Authority 550 South Main Street/ P. 0. Box 14184 I Orange I California 92863-1584 I (714) 560-0CTA (6282) 91 Express Lanes Monthly Status Reports Page2 The February 2014 status report for the 91 Express Lanes is provided in Attachment D. In February 2014, traffic volume in the 91 Express Lanes increased 0.8 percent over the same period in 2013 and gross potential toll revenue increased by 3.4 percent as compared to the prior year. The March 2014 status report is provided in Attachment E. As compared to the same period last year, in March 2014 traffic volume and gross potential toll revenue increased by 2.9 percent and 4.3 percent, respectively. The April 2014 status report for the 91 Express Lanes is provided in Attachment F. In April 2014, traffic volume in the 91 Express Lanes increased 3.5 percent over the same period in 2013 and gross potential toll revenue increased by 6. 7 percent as compared to the prior year. Fiscal year 2013-14 year-to-date (YTD) traffic volume and toll revenue as of the end of April 2014 increased when compared to the prior year, with YTD traffic volume increasing by 2.3 percent and YTD potential toll revenue up by 4.5 percent. • Staff will continue to closely monitor traffic and revenue data and report back to • the State Route 91 Advisory Committee regularly. Summary The 91 Express Lanes status report for the months of November 2013 through April 2014 are provided for review. The report highlights operational and financial activities. Attachments A. 91 Express Lanes Status Report-As of November 30, 2013 B. 91 Express Lanes Status Report-As of December 31, 2013 C. 91 Express Lanes Status Report-As of January 31, 2014 D. 91 Express Lanes Status Report-As of February 28, 2014 E. 91 Express Lanes Status Report-As of March 31, 2014 F. 91 Express Lanes Status Report-As of April 30, 2014 • ATTACHMENT A • m OCTA Orange County Transportation Authority • As of November 30, 2013 • • • • Operations Overview Traffic and Revenue Statistics Total traffic volume on the 91 Express Lanes for November 2013 was 967 , 135. This represents a daily average of 32,238. This is a 1.1 % decrease in total traffic volume from the same period last year when traffic levels totaled 977 ,632 . A contributing factor for the decrease during the month had to do with the fact that there were five Thursdays in November 2012 as compared to four Thursdays in the current year. Thursdays and Fridays are the highest volume days for the 91 Express Lanes. Potential toll revenue for the month was $2,847,545 which represents a decrease of 0.6% from the prior year's total of $2,863,451 . Carpool percentage for the month was 24.45% as compared to the previous year's rate of 24.24%. Month-to-date traffic and revenue data are summarized in the table below. The following trip and revenue statistics tables represent all trips taken on the 91 Express Lanes and associated potential revenue for the month of November 2013 . Current Month-to-Date (MTD) as of November 30, 2013 (Fiscal Year (FY) 2012-13 data is for the corresponding month in that fiscal year) ·r .r,: ·;. -~.t •: ... , '"-"· ' 1 Trips ·~· ·~ 1±1:: Full Toll Lanes 3+ Lanes Total Gross Trips Revenue :··~· ... Full Toll Lanes 3+ Lanes Total Gross Revenue Average Revenue per Trip Average Full Toll Lanes Average 3+ Lanes Average Gross Revenue d"j-Express iLanes Nov-13 MTD Actual 730,666 236,469 967 ,135 .. $2 ,790 ,096 $57,449 $2 ,847,545 $3 .82 $0.24 $2 .94 Stantec MTD # % Projected Variance Variance 736 ,159 (5,493 ) (0 .7%) 238,412 (1 ,943) (0 .8%) 974 ,571 (7,436 ) (0 .8 %) $2 ,796 ,460 ($6 ,364) (0 .2 %) $59 ,153 ($1,704 ) (2 .9 %) $2 ,855 ,612 ($8 ,067) (0.3%) $3.80 $0 .02 0 .5% $0.25 ($0 .01 ) (4 .0%) $2 .93 $0 .01 0 .3 % Nov-12 Yr-to-Yr MTD % Actual Variance 740 ,697 (1.4 %) 236 ,935 (0 .2 %) 977 ,632 (1.1%) $2 ,800 ,552 (0.4 %) $62 ,900 (8 .7%) $2 ,863,451 (0.6 %) $3 .78 1.1% $0 .27 (1 1.1%) $2 .93 0.3 % 2 The 2014 fiscal year-to-date (YTD) traffic volume is 1.9% higher than the same period last year . The 2014 fiscal year-to-date revenue is 3.1% hig her t han for the same period last year. Year-to- date average revenue per-trip is $2.92 . Fiscal year-to-date traffic and revenue dat a are s um marized in the table below. The following trip and revenue statistics tables represent all t ri ps t aken on the 91 Express Lanes and associated potential revenue for the months of July 2013 thro ugh November 2013. FY 2013-14 to Date as of November 30, 2013 (FY 2012-13 data is for the corresponding period in that fiscal year.) ~'"'" ... , .. --FY2013-14' Sta ntec ' YTD YT D # . Trips !~: .. y · Actual, Projected Variance Full Toll Lanes 3 ,936 ,067 3 ,8 80,153 55 ,914 3+ Lanes 1,269,130 1,2 39,534 29,596 Total Gross Trips 5,205 ,197 5,1 19,687 85,510 Revenue ' ·,, Full Toll Lanes $14 ,859,470 $1 4,63 0,927 $228 ,543 3+ Lanes $343 ,712 $34 1,317 $2,395 Total Gross Revenue $15 ,203,182 $1 4 ,972 ,244 $230,938 Average 'Revenue per Trip ... Average Full Toll Lanes $3.78 $3.77 $0.01 Average 3+ Lanes $0.27 $0.28 ($0.01) Average Gross Revenue $2.92 $2.92 $0 .00 FY2012·13 Yr-to-Yr % YTD % Varl~mce Actual Variance 1.4% 3 ,874 ,101 1.6% 2.4% 1,233, 126 2 .9% 1.7% 5,107,227 1.9% ,, 1.6% $14,400,336 3 .2% 0 .7% $341,410 0 .7% 1.5% $14 ,741,746 3 .1% 0.3% $3.72 1.6% (3.6%) $0 .28 (3 .6%) 0 .0% $2.89 1.0% 3 • • • • • • Traffic and Revenue Summary The chart below reflects the total trips breakdown between Full Toll trips and HOV3+ trips for FY 2013-14 on a monthly basis. FY 2013-14 Traffic Volume Overview 1,400,000 1,225,000 1,050,000 Q) 875 ,000 E ::J 0 > 700,000 525,000 350,000 175,000 Jul-13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Month •Full Toll Lanes •3+ Lane s I The chart below reflects the gross potential revenue breakdown between Full Toll trips and HOV3+ trips for FY 2013-14 on a monthly basis . $3 ,300 ,000 FY 2013-14 Revenue Summary $3 ,200.000 $3,100,000 $3 ,000,000 .. ::J $2 ,900,000 c .. > .. 0:: $2 ,800,000 $2,700 ,000 $2 ,600,000 $2,500 .000 Jul-13 Aug -13 Sep -13 Oct-13 Nov-13 Dec-13 Jan -14 Feb-1 4 Mar-14 Apr-14 May-14 Jun-14 Month I •Full Toll Lanes •3+ Lan es I 4 Peak traffic hours in the eastbound d ire cti on reached or exceeded 90% or more of defined capacity seven times during the month of Nove mbe r 2013. As demonstrated on the next chart, westbound peak hour traffic volumes top out at 69% of defined capacity. EASTBOUND PEAK-HOUR VOLUMES PM Time 1400-1500 1500-1600 1600-1700 1700-1800 1800-1900 1900-2000 PM Time 1400-1500 1500-1600 1600 -1700 1700 -1800 1800 -1900 1900-2000 PM Time 1400-1500 1500 -1600 1600-1700 1700-1800 1800 -1900 1900 -2000 PM Time 1400-1500 1500-1600 1600-1700 1700-1800 1800-1900 1900-2000 PM Time 1400-1500 1500 -1600 1600-1700 1700 -1800 1800-1900 1900 -2000 Monday 11/04/13 Price JtOV Vol.' Cap. $4.40 217 1,588 47% $4.75 509 2,539 75% $4.55 388 2,519 74% $4.85 524 3,072 90% $4 .75 518 2,436 72% $3 .35 227 1,041 31% Monday 11/11 /13 Price HOV Vol . Cap. $4.40 351 1,494 44% $4 .75 567 2,227 66% $4.55 452 2,266 67% $4.85 425 2,1 71 64% $4.75 471 1,644 48% $3 .35 327 912 27% Monday 11/18/13 Price ' HOV · Vol. Cap . $4.40 230 1,531 45% $4 .75 453 2,536 75% $4 .55 448 2,978 88 % $4.85 474 2,581 76% $4.7 5 484 2,38 3 70% $3.35 267 1,1 14 33% Monday 11/25/13 Price HOV Vol. Cap. $4 .40 294 1,675 49% $4.75 489 2,271 67% $4 .55 515 2,989 88% $4 .85 490 2,921 86% $4.75 601 2,707 80% $3 .35 398 1,442 42% Tuesday 11/05113 Price HOV Vol. Cap . $4.40 220 1,633 48 % $3.70 513 2,71 6 80 % $5.80 504 3,100 91% $5.25 334 2,199 65% $3 .60 580 3,092 91% $3.35 370 1,838 54% Tuesday 11/12/13 Price HOV Vol . Cap . $4.40 258 1,681 49% $3 .70 525 2,8 12 83% $5 .80 509 2,96 7 87 % $5.25 458 2,7 14 80% $3.60 521 2,522 74% $3 .35 348 1,470 43% Tuesday 11/19/13 Price HOV Voj. Cap . $4 .40 244 1,699 50 % $3.70 502 2,635 78% $5 .80 483 2,921 86% $5 .25 486 2,79 1 82 % $3 .60 527 2,637 78% $3.35 317 1,405 41 % Tuesday 11/26/13 Price HOV Vol, Cap. $4 .40 377 1,990 59% $3.70 603 2,950 87% $5.80 567 2,988 88 % $5 .25 520 2,894 85% $3 .60 296 1, 141 34% $3.35 533 2,151 63% Wedn es day Price HOV Wed nes day Price HOV $4.40 252 $3.95 522 $7.00 499 $6.50 470 $3.60 497 $3.35 367 Wedn es day Price HOV $4.40 277 $3.95 467 $7.00 507 $6.50 467 $3.60 503 $3.35 341 Wedne sday Price HOV $4.40 241 $3.95 485 $7.00 510 $6.50 504 $3.60 506 $3.35 336 Wednesday Price HOV $6 .4 0 491 $7.35 620 $7.35 532 $7.35 465 $5.25 447 $5.00 372 10/31/13 Fr iday 11/01/13 Voh Cap. Price HOV Vol . Cap. $3.10 380 2,776 82% $9.55 626 2,976 88% $9 .35 466 2,802 82% $6 .00 430 2,870 84% $5 .65 504 2,555 75% $5.30 417 1,623 48% 11/06/13 Thursday 11/07/13 Friday 11/08/13 Vol . Cap. Price HOV , Vol. Cap. Price HOV Vol . Cap . 1,856 55% $4 .55 262 1,935 57% $3.10 437 2,882 85% 2,8 44 84% $4.45 549 3,057 90% $9 .55 62 4 2,9 42 87% 3,130 92% $9.20 516 2,879 85% $9 .35 537 2,826 83% 2,897 85% $8 .55 506 2,877 85% $6 .00 519 2,94 6 87% 2,534 75% $4 .40 547 2,856 84% $5 .65 562 2,523 74% 1,652 49% $4.85 363 1,720 51% $5 .30 502 1,775 52% 11 /13/1 3 Thursday 11/14/13 Fr iday 11/15/13 Vol. Cap. Price HOV Vol. Cap. Price HOV Vol . Cap. 1,776 52% $4 .55 275 1,964 58% $3 .10 351 2,638 78% 2,703 80% $4.45 513 3,028 89% $9.55 599 2,703 80% 3,026 89% $9.20 479 2,820 83% $9 .35 573 3,204 94% 2,864 84% $8 .55 548 3,045 90% $6 .00 50 4 3,040 89% 2,648 78% $4.40 568 2,882 85% $5 .65 525 2,625 77% 1,624 48% $4 .85 393 1,896 56% $5 .30 413 1,719 51% 11 /20/13 Thursday 11/21 /1 3 Fr iday 11/22/13 Vol . Cap. Price HOV Vol. Cap . Price HOV Vol . Cap. 1,699 50% $4.55 225 1,818 53% $3 .10 348 2,687 79% 2,821 83% $4.45 475 2,672 79% $9 .55 542 2,665 78% 2,959 87% $9.20 455 2,908 86% $9 .35 457 2,670 79% 2,928 86% $8 .55 415 2,615 77% $6 .00 386 2,237 66% 2,819 83% $4.40 428 2,377 70% $5.65 524 2,602 77% 1,508 44% $4.85 278 1,336 39% $5.30 353 1,453 43% 11/27/13 Thursday 11/28/13 Friday 11/29/13 Vol. Cap . Price HOV Vol. Cap . Price HOV Vol. Cap . 2,742 81 % $4.55 517 1,39 7 41 % $4.20 107 401 12% 3,036 89% $4.20 408 1,132 33% $4.20 20 4 807 24% 2,712 80% $4 .20 430 1,038 31% $4 .20 163 656 19% 2,196 65% $4.20 536 1, 158 34% $4 .20 185 606 18% 1,864 55% $4 .55 61 7 1,208 36% $4 .20 269 745 22% 1,368 40% $4 .55 690 1,321 39% $4.20 254 594 17% 5 • • • • • • WESTBOUND PEAK-HOUR VOLUMES Monday 10/28/13 AM Time Price HOV 0400 -0500 0500 -0600 0600-0700 0700 -0800 0800 -0900 0900 -1000 AM Time 0400 -0500 0500 -0600 0600 -0700 0700 -0800 0800 -0900 0900-1000 AM Time 0400-0500 0500 -0600 0600-0700 0700-0800 0800-0900 0900 -1000 AM Time 0400 -0500 0500 -0600 0600 -0700 0700 -0800 0800 -0900 0900 -1000 AM Time 0400 -0500 0500-0600 0600 -0700 0700-0800 0800 -0900 0900-1000 Monday Price HOV . $2.60 276 $4.20 390 $4.40 493 $4.90 463 $4.40 218 $3.50 193 Monday Price HOV $2.60 218 $4.20 394 $4 .40 261 $4.90 197 $4.40 207 $3.50 263 Monday Price HOV $2.60 284 $4.20 540 $4.40 523 $4.90 418 $4.40 199 $3.50 206 Monday Price HOV $2.60 261 $4.20 524 $4.40 475 $4.90 358 $4.40 306 $3.50 309 11/04/13 Vol.· Cap. 1,096 32% 1,723 51% 2,219 65% 2,054 60% 1,839 54% 1,798 53% 11/11/13 Vol. Cap. 602 18% 1,401 41% 1,111 33% 866 25% 864 25% 989 29% 11/18/13 Vol. cap .. 858 25% 1,875 55% 2,125 63% 2,026 60% 1,609 47% 1,449 43% 11/25/13 Vol. :•cap. 792 23% 1,867 55% 1,898 56% 1,744 51% 1,650 49% 1,334 39% Tuesday 11/05/13 Price J· HOV ,Vol. Cap. $2.60 315 841 25% $4.20 565 1,904 56% $4.40 551 2, 132 63% $4.90 329 1,487 44% $4.40 159 1,398 41% $3.50 141 1,203 35% Tuesday 11/12113 Prlce i HOV ' ·Vol. Cap. $2.60 315 862 25% $4.20 567 1,894 56% $4.40 541 2,352 69% $4.90 441 2, 182 64% $4.40 226 1,780 52% $3.50 142 1,233 36% Tuesday 11/19/13 Price flOV Vol. /Cap. $2.60 307 868 26% $4 .20 575 1,887 56% $4.40 567 2,146 63% $4 .90 432 1,922 57% $4.40 221 1,668 49% $3.50 161 1,227 36% Tuesday 11/26/13 Price HOV Vol . Cap. $2.60 288 830 24% $4.20 532 1,707 50% $4.40 506 1,960 58% $4.90 341 1,699 50% $4.40 265 1,424 42% $3.50 288 1,280 38% Wednesday 11/06/13 Price HOV Vol. $2 .60 311 856 $4.20 565 1,891 $4.40 562 2,123 $4 .90 376 1,868 $4.40 186 1,694 $3.50 158 1,232 Wednesday 11/13/13 Price HOV Vol.. $2 .60 440 946 $4.20 676 1,989 $4.40 564 2, 169 $4 .90 391 2,017 $4.40 212 1,734 $3 .50 217 1,333 Wednesday 11/20/13 1,Prlce HOV Yol. $2 .60 299 860 $4.20 576 1,859 $4.40 564 2, 108 $4.90 404 1,976 $4.40 172 1,525 $3.50 169 1,377 Wednesday 11/27/13 Price HOV \101. $2.60 289 812 $4.40 499 1,640 $4.55 418 1,748 $5 .00 247 1,047 $5 .00 206 933 $4 .55 227 936 Thursday 10/31/13 Friday 11/01/13 •Price HOV Vol. Cap. Price HOV Vol. Cap . $2.60 246 702 21% $4 .05 541 1,704 50% $4 .20 491 1,851 54% $4.75 358 1,745 51% $4 .20 202 1,562 46% $3 .50 158 949 28% Thursday 11/07/13 Friday 11/08/13 Cap, Price HOV Vol. Cap. Price HOV yol. Cap. 25% $2 .60 317 873 26% $2.60 269 756 22% 56% $4.20 569 1,855 55% $405 531 1,773 52% 62% $4.40 561 2, 125 63% $4 .20 518 1,934 57% 55% $4 .90 396 1,994 59% $4.75 397 1,729 51% 50% $4 .40 188 1,489 44% $4.20 246 1,386 41% 36% $3.50 161 1,239 36% $3.50 207 1,015 30% Thursday 11/14113 Friday 11/15/13 Cap. Prlfe HOV Vol . Cap . Price HOV Vol. Cap. 28% $2.60 249 773 23% $2 .60 270 827 24% 59% $4 .20 592 2,026 60% $4 .05 519 1,775 52 % 64% $4.40 561 2, 187 64% $4 .20 498 1,971 58% 59% $4 .90 424 2,075 61% $4.75 376 1,811 53% 51% $4.40 207 1,639 48% $4 .20 196 1,508 44% 39% $3.50 175 1,222 36% $3 .50 169 1,187 35% Thursday 11/21/13 Friday 11/22113 Cap. Price HOV Vol . .f:ap. Price HOV Vol. Cap. 25% $2.60 291 918 27% $2.60 230 735 22% 55% $4.20 548 1,873 55% $4 .05 516 1,740 51% 62% $4.40 549 2,118 62% $4.20 478 1,896 56% 58% $4 .90 410 1,917 56% $4.75 313 1,415 42% 45% $4.40 182 1,766 52% $4 .20 165 1,083 32% 41% $3 .50 183 1,702 50% $3.50 143 932 27 % Thursday 11/28/13 Friday 11/29/13 Cap. 'Price HOV Vol. Cap . Price HOV Vol. Cap. 24% $1.40 18 34 1% $1.40 41 124 4% 48% $1.40 27 70 2% $1.40 84 287 8% 51% $1.40 19 66 2% $2 .20 84 314 9% 31% $1.40 37 107 3% $2 .60 85 323 10% 27% $1.40 84 223 7% $2.60 133 431 13% 28% $2 .20 184 433 13% $3.35 169 566 17% 6 Perfonnance Measures : Reporting ' Nov-13 REPORTING REQUIREMENT PERFORMANCE STANDARD I ' Period '. Performance CUSTOM ER SERVICE -... --··" -· ... ····-"" "' Call Wait Tirre M ~nthly No t to ex ceed 120 seconds 0 :59 -· .. -"' "" ... "" " Abandon Rate Monthl y No mor e than 4 .. 0% 3 .1% . -·--~ "" "'" .. _ -,,_ Custorrer Satisfaction M_o nthly At least 75 outbound calls 75 --·--. -" . - Convert Violators to Custorrers Quart er ly 8% or mo re ,.,-...... -··· -···--" "' "" --.,,,. Convert Violators to Custorrers A mual ly 10% or more VIOLATION PROCESSING .... -·---·. -_., .. 13espo_nse Tirre Mont hly With in 2 businE;!SS days of receipt 1.0 CUSA Violation Collection Rate Quart er ly 70% or more " .. -"' CUSA Violation Collection Rate Amuall y 74 % or more TRAFFIC OP~ TIONS ..... Initial ~-Second~ry Reviews Monthly E:q ual to or less th _an 15 days 2 • Aate Misread Errors M o nt hl y ~u al to or less than 0.4% 0.0% "' '. " CAS Response Tirre Monthly 0 :20 (m nutes) per call 0:06 ACCOUNTING .... I Exceptions Monthly No more than 3 0 INFORMATION TECHNOLOGY --· -·--··· -·--. -·-· ,. ' I ~<3_C_k-office System Uptirre Mont hly 99% A v ailability 100% " Netw ork Uptirre Mont hly 99 % A v ailability 100% CUSA = Cofiroute USA ; CAS =Customer Assistance Spec ia lists •Plate Mis read Error performance is current after a 60-day ho ld -back pe rio d; th erefore, percentage reported here is for 2 months prior to the month of this report . Transponder Distribution Status November-13 i October-13 I FY 2013-14 TRANSPONDER DISTRIBUTION Tags I% of Total : Tags : % of Total Average To-Date Issued -·-· - To New Accounts 477 20 .5% 632 23 .3% 1,003 23 .5% Additional Tags to Existing Accounts 521 22.4% 589 21 .7% 881 20 .6% ' "" ·--·····-. " Replacerrent Transponders 1,327 57 .1% 1,491 ' 55.0% 2,384 55 .9% ···-·· .... . ·--r I . I Total Issued 2,325 2,712 4,268 Returned .... Account aosures 343 19.9% 429 17.0% 672 20.3% Accounts Downsizing 166 9 .6% 478 ' 18.9% 422 12 .7% ,, Defective Transponders 1,216 70 .5% 1,620 64.1% 2,216 67 .0% -.. -.. -.,. .. ..... ,-, Total Returned 1,725 I 2,527 r 3,310 7 • • • • • • I __ ~ At the end of November 2013, the 91 Express Lanes had 113,208 active customer accounts, with 169,561 transponders assigned to those accounts. 125,000 120,000 115 ,000 110,000 105,000 100,000 95,000 Operational Highlights On-road Operations Number of Accounts by Fiscal Year As of November 30, 2013 119,992 Fiscal Year Customer Assistance Specialists (CAS) responded to 105 calls during November. The CAS team received 61 calls to assist disabled vehicles, 11 calls to remove debris and conducted 22 assists or traffic breaks. The CAS provided assistance to 9 accidents in the Express Lanes and 2 accidents in the general-purpose lanes . 8 Financial Highlights 91 Express Lanes Operating Statement YT D as of November 30, 2013 YTD Variance Description Actual <1l Budget <1l Dollar$ . ~ ,;i .. Operating revenues: Toll revenue $ 14,286 ,443 .49 $ 13,727,725.00 $ 558,718.49 Fee revenue 31 11 ,752 .62 2 754 371 .00 357,381 .62 Total operatina revenues 17,398 , 196 .11 16,482 ,096.00 916 , 100.11 ,, ill l!'i'' ' ., Operating expenses: Contracted services 3,259 ,567.56 3,350,350.00 90,782.44 Administrative fee 903, 179.60 902 ,730.00 (449 .60) Other professional services 388,77 1.98 1,087 ,975 .00 699 ,203.02 Credit card processing fees 328,494 .66 437 ,325 .00 108,830.34 Toll road account servicing 245 ,182.98 197,840.00 (47 ,342.98) Other insurance expense 134 ,338.75 104,125.00 (30,213. 75) Toll road maintenance supply repairs 77 ,598.95 102,045 .00 24,446.05 Patrol services 166 ,914.80 177,010.00 10,095.20 Building equipment repairs and maint 156 ,420.96 284,526.00 128, 105 .04 Other services 4 ,100.00 29, 165.00 25,065.00 Utilities 8 , 135.96 8,330.00 194.04 ,. Office expense 8 , 168.79 19,495.00 11 ,326 .21 Bad debt expense --- Bond Issuance Cost 743 ,7 10.87 59,285.00 (684,425.87) Miscellaneous < 2> 14,364.24 24,213.00 9 ,848 .76 Leases 102 ,938.40 172,850.00 69,911 .60 Prooertv taxes --- Total operating expenses 6,541 ,888.50 6 ,957 ,264.00 415,375 .50 Deoreciation and amortization < 3 > 1 615 ,427.72 -(1 615,427.72) Ooeratina income Closs) 9,240 879.89 9 524 832 .00 (283 952 . 11) Nonoperating revenues (expenses): Federal funds 989.36 -989 .36 Interest income 237 ,355 .72 393 ,546 .00 (156, 190.28) Investment gain on derivative instrument --- " (2,542 , 148.83)" Interest expense (3, 125,296.00) 583, 147.17 Other --- Total nonooeratina revenues lexoenses) (2 303 ,803.75) (2 ,731 750 .00) 427 946 .25 Transfers in --- Transfers out --- Net income (loss) $ 6 937 076.14 $ 6,793 082.00 $ 143 994.14 'Actual amounts are accounted for on the accrual ba sis of accou nt ing in an enterprise fund. Budget amounts are accounted fo r on a modified accrual basis of account in g. 'Miscellaneous expenses include: Bond In surance Cos ts , Bank Ser.;ce Charge , Transponder Materials. 'Depreciation and amortization are not budgeted nem s. Capital Asset Activity Percent(%) 4 .1 13.0 5.6 ' 2.7 (0.0) 64.3 24.9 (23.9) (29.0) 24 .0 5.7 45.0 85 .9 2 .3 58 .1 NIA (1,154.5) 40.7 40.4 NIA 6.0 NIA (3.0) NIA (39.7) NIA 18.7 NIA 15.7 NIA NIA 2 .1 During the five months ending Novembe r 30, 2 0 13, capital asset activities included $109,260 for the purchase of transponders. 9 • • • --------------------------- • • • ATTACHMENT B m OCTA Orange County Transportation Authority ••Express i Lanes Status Report December 2013 As of December 31 , 2013 • • • Operations Overview Traffic and Revenue Statistics Total traffic volume on the 91 Express Lanes for December 2013 was 984 , 128. This represents a daily average of 31,746. This is a 3.3% increase in total traffic volume from the same period last year when traffic levels totaled 952,659 . Potential toll revenue for the month was $2 ,847 ,909 which represents an increase of 8% from the prior year's total of $2 ,638,071 . Carpool percentage for the month was 25 .30% as compared to the previous year's rate of 26 .16%. Month-to-date traffic and revenue data are summarized in the table below. The following trip and revenue statistics tables represent all trips taken on the 91 Express Lanes and associated potential revenue for the month of December 2013. Current Month-to-Date (MTD) as of December 31, 2013 :;'· .l1 ., '=''~ .'.•; "'.'i' Trips . ii. '"'';.! Full Toll Lanes 3+ Lanes Total Gross Tr ips Revenue , .. '"' .. .. Full Toll Lanes 3+ Lanes Total Gross Revenue Average Revenue per Trip Average Full Toll Lanes Average 3+ Lanes Average Gross Revenue l!'t'Express .. Lanes Dec-13 \ MTD Actual 735 ,1 56 248 ,972 984,128 !'I $2 ,780 ,627 $67 ,282 $2 ,847 ,909 . $3 .78 $0.27 $2 .89 Stantec MTD # % Projected Variance Variance 705 ,464 29 ,692 4 .2 % 269 ,706 (2 0 ,734 ) (7 .7 %) 97 5,170 8 ,958 0 .9 % $2 ,661 ,263 $119,364 4 .5 % $76 ,591 ($9 ,309 ) (12 .2 %) $2 ,737 ,854 $110 ,055 4 .0 % $3 .77 $0 .01 0 .3% $0.28 ($0 .01 ) (3 .6 %) $2 .81 $0 .08 2 .8 % Dec-12 Yr-to-Yr MTD % Actual Variance 703 ,461 4 .5% 249 ,198 (0 .1%) 952 ,659 3 .3% $2 ,572 ,994 8 .1% $65 ,077 3.4 % $2 ,638 ,071 8 .0% $3 .66 3 .3% $0 .26 3 .8% $2 .77 4 .3% 2 The 2014 fiscal year-to-date (YTD} traffi c vo lum e is 2.1 % higher than the same period last year . The 2014 fiscal year-to-date revenue is 3 .9% hig her t han for the same period last year. Year-to- date average revenue per-trip is $2 .92. Fiscal year-to-date traffic and revenue data are summarized in the table below . The following trip and revenue statistics tables represent all trips take n on the 91 Express Lanes and associated potential revenue for the months of July 20 13 throug h December 2013 . FY 2013-14 to Date as of December 31, 2 0 1 3 "!!o"'" 't ,,., ;o.~ •. :;~p~· '" FY 2013-14 Sta n t ec ;, FY 2012-13 ~vr.-to-Yr YTD YT D ' # % YTD % Trips Actual Proje cted Variance '' 'Variance Actual 1Variance Full Toll Lanes 4 ,671 ,223 4 ,585,6 17 85 ,606 1.9 % 4 ,577 ,562 2 .0% 3+ Lanes 1,518 , 102 1,509,23 9 8 ,863 0 .6% 1,482,324 2.4% Tota l Gross Trips 6 ,189,325 6 ,094,85 6 94.469 1.5% 6,059 ,886 2 .1% Revenue -l L ~ Full To ll Lanes $1 7,640 ,097 $1 7 ,29 2,19 1 $347 ,906 2 .0% $16 ,973 ,331 3.9% 3+ Lanes $410 ,99 4 $4 17,908 ($6,914) (1.7%) $406,487 1.1% Total Gross Revenue $18 ,051 ,09 2 $1 7 ,7 10,09 9 $340,993 1.9 % $1 7,379 ,817 3 .9% Ave r age Revenue per Trip Average Full Toll Lanes $3.78 $3.77 $0 .01 0 .3 % $3.7 1 1.9 % Average 3+ Lanes $0 .27 $0 .28 ($0 .0 1) (3 .6%) $0.27 0 .0 % Average Gross Revenue $2 .92 $2.9 1 $0 .01 0 .3% $2 .87 1.7 % 3 • • • • • • Traffic and Revenue Summary The chart below reflects the total trips breakdown between Full Toll trips and HOV3+ trips for FY 2013-14 on a monthly basis. FY 2013-14 Traffic Volume Overview 1,400,000 1,225 ,000 1,050 ,000 GI 875 ,000 E :I 0 700,000 > 525 ,000 350 ,000 175 ,000 Jul-13 Aug -13 Sep-13 Oct-13 Nov-13 Dec -13 Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Month I •Full To ll Lanes •3+ Lanes I The chart below reflects the gross potential revenue breakdown between Full Toll trips and HOV3+ trips for FY 2013-14 on a monthly basis . FY 2013-14 Revenue Summary $3,300,000 .,-..,.--,...-----..,....,.--__....,.,.,.....,,,.~--~--.,----.,..,_-----,,--.,,..,,....,,.~-.--.......,...-........, Cl> " $3 ,000,000 ; $2 ,900,000 > Cl> 0:: $2,800,000 $2 ,700.000 $2,600,000 $2 ,500,000 Jul-13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Jan -14 Feb-14 Mar-14 Apr-14 May-14 Jun -14 /!t'Express ,. Lanes Month I •Full Toll Lanes •3+ La nes I 4 None of the pea defined capacity westbound peak EASTBOUND P Mond ay PM Ti me Price HOV 1400-1500 $4 .40 216 1500-1600 $4 .75 503 1600-1700 $4.55 443 1700-1800 $4 .85 453 1800 -1900 $4 .75 482 1900 -2000 $3.35 243 Monday PMTime Price HOV 1400 -1500 $4 .40 231 1500-1600 $4 .75 467 1600-1700 $4 .55 467 1700 -1800 $4 .85 413 1800-1900 $4 .75 488 1900 -2000 $3 .35 255 Monday PMTime Price HOV 1400-1500 $4 .40 233 1500 -1600 $4 .75 486 1600-1700 $4 .55 488 1700 -1800 $4 .85 445 1800-1'.lOO $4 .75 494 1900-2000 $3 .35 277 Monday PMTime Price HOV 1400-1500 $4 .40 385 1500-1600 $4 .75 516 1600-1700 $4 .55 501 1700-1800 $4 .85 461 1800-1900 $4 .75 487 1900-2000 $3 .35 403 Monday PM Ti me Price HOV 1400-1500 $4 .40 333 1500-1600 $4 .75 476 1600 -1700 $4 .55 462 1700 -1800 $4 .85 426 1800-1900 $4 .75 484 1900-2000 $3 .35 353 df'express Lanes k traffic hours in the east bound direction reached or exceeded 90% or more of during the month of Dece mb er 20 13 . As demonstrated on the next chart , hour traffic volumes top out at 63% of defined capacity . EAK-HOUR VOLUMES 12/02/1 3 Tuesday 12/03/13 Wedn esd ay 12/04/13 Thursday 12/051 13 Friday Vol. Cap . Price HOV Vol . Cap . Price HOV Vol. Cap. Price HOV Vol . Cap. Price HOV 1,521 45% $4 .40 22 1 1,589 47% $4.40 254 1,777 52% $4 .55 239 1,819 54% $3 .10 348 2,396 70% $3.70 483 2,709 80% $3.95 480 2,811 83% $4.45 429 2,814 83% $9 .55 609 2,873 85% $5 .80 494 2,946 87% $7.00 508 2,927 86% $9.20 525 3,027 89% $9 .35 457 12/06/13 Vol . Cap . 2,688 79% 2,946 87% 2,925 86% 2,674 79% $5 .25 465 2,747 81% $6.50 477 2,910 86% $8 .55 486 2,838 83% $6 .00 474 2,856 84% 2,252 66% $3 .60 509 2,577 76% $3 .60 517 2,780 82% $4.40 481 2,809 83% $5 .65 423 2,211 65% 1,013 30% $3.35 284 1,298 38% $3.35 356 1,699 50% $4 .85 360 1,737 51% $5 .30 357 1,422 42% 12/09/1 3 Tuesday 12/10/13 Wedn esday 12/11 113 Thursday 12/12113 Fri day Vol . Cap. Price HOV Vol. Cap . Price HOV Vol . Cap. Price HOV Vol . Cap.• Price HOV 1,485 44% $4 .40 227 1,627 48% $4 .40 235 1,790 53% $4 .55 236 1,84 1 54% $3 .10 33 1 2,555 75% $3 .70 475 2,812 2,905 85% $5 .80 461 2,975 2,741 81% $5 .25 459 2,848 2,360 69% $3 .60 461 2,591 1,20 1 35% $3 .35 358 1,680 83% $3. 95 483 88% $7.00 458 84% $6 .50 481 76% $3.60 479 49% $3 .35 365 2,736 80% $4.45 2, 906 85% $9 . 20 2,973 87% $8.55 2,581 76% $4.40 1,713 50% $4 .85 512 3,005 88% $9. 55 582 483 2,917 86% $9.35 537 479 2,932 86% $6 .00 478 534 2,868 84% $5 .65 463 377 1,854 55% $5 .30 39 1 12/1611 3 Tuesday 12/1711 3 Wedn esday 12/18113 Thursday 12/19/13 Friday Vol. Cap. Price HOV Vol. Cap . Price HOV Vol. Cap. Price HOV Vol. Cap . Price HOV 1,626 48% $4.40 206 1,461 43% $4 .40 260 1,768 52% $4 .55 249 2,146 63% $3 .10 331 2, 626 77% $3 . 70 2,846 84% $5 .80 2, 669 79% $5 . 25 514 2,875 85% $3.95 521 3,008 88% $7 .00 478 2,797 82% $6.50 512 482 490 2,945 87% $4.45 2,862 84 % $9 .20 2,866 84% $8 .55 425 2,851 84% $9 .55 457 2,8 19 83% $9 .35 500 2, 979 88% $6 . 00 517 537 482 12/13/13 Vol . Cap . 2,548 75% 2,933 86% 3,024 89% 2,927 86% 2,355 69% 1,528 45% 12/20113 Vol. Cap . 2,573 76% 2,885 85% 2,904 85% 2,896 85% 2,4 19 71% $3 .60 515 2,654 78% $3.60 537 2,882 85% $4 .40 457 2,692 79% $5 .65 492 2,488 73% 1, 194 35% $3 .35 329 1,440 42% $3.35 349 1,619 48% $4 .85 297 1,528 45% $5 .30 372 1,580 46% 12/23/13 Vol. Cap. 1,991 59% 2,644 78% 2,802 82% 2,590 76% Tuesday Price HOV $3 .10 573 $9 .55 641 $9 .35 602 $6 .00 555 12/2411 3 Wed nesday 12/25113 Thursday 12/26113 Friday Vol . Cap . Price HOV Vol. Cap. Price HOV Vol . Cap. Price HOV 2,571 76% $5 .25 496 1,119 33% $4 .55 341 1,398 41% $3 .10 414 2,264 67% $5.25 455 993 29% $4.45 447 2,023 60% $9 .55 534 1,951 57 % $5.25 414 868 26% $9.20 429 1,824 54% $9 .35 424 1,678 49% $5.25 508 1,021 30% $8 .55 407 1,751 52% $6 .00 406 2,274 67% $5 .65 1,358 40% $5 .30 505 1,383 41% $5.25 601 625 1, 108 33% $4.40 417 1,300 38% $5 .65 424 334 482 1, 124 33% $5.25 1, 195 35% $4 .85 285 760 22% $5 .30 12/30/13 Tuesday 12/31 /13 Wedn esday 01101/14 Vol. Cap . Price HOV Vol . Cap. Price HOV Vol. 1,609 47% $3 .10 379 2, 125 63% 2, 148 63% $9 .55 2,477 73% $9.35 458 1,963 58% 416 1,734 51% 2, 103 62% $6 .00 33 1 1,317 39% 1,894 56% $5.65 327 1,013 30% 965 28% $5 .30 283 753 22% Thursday 01/02/14 Friday Cap. Price HOV Vol. Cap . Price HOV 12/271 13 Vol. Cap . 1,963 58% 2, 111 62°/o 1,931 57% 1,881 55% 1,444 42% 1,030 30% 01/03/14 Vol . Cap . 5 • • • • WESTBOUND PEAK-HOUR VOLUMES Mo nday 121021 13 Tuesday 12103 /13 Wednesday 12104/1 3 Thursday 12105/13 Friday 12106/1 3 AM Time Price HOV Vol . Cap. Price HOV "Vol <;ap. Price HOV Vol .'.> Cap . Price HOV Vol . Cap . Price HOV Vol . Cap . 0400 -0500 $2.60 302 872 26% $2 .60 282 831 24% $2 .60 294 777 23% $2 .60 300 802 24% $2 .60 237 722 21% 0500-0600 $4 .20 557 1,862 55% $4 .20 559 1.796 53% $4 .20 530 1,757 52% $4 .20 586 1,867 55% $4 .05 519 1,742 51% 0600 -0700 $4.40 529 2,127 63% $4 .40 456 1,677 49% $4 .40 528 2,124 62% $4.40 536 2,075 61% $4.20 465 1,883 55% 0700-0800 $4.90 418 1,888 56% $4 .90 21 1 1,281 38% $4 .90 389 1,942 57% $4 .90 409 1,940 57% $4.75 418 1,884 55% 0800-0900 $4 .40 211 1,581 47% $4 .40 209 1,685 50% $4 .40 210 1,663 49% $4.40 216 1,682 49% $4 .20 207 1,474 43% 0900-1000 $3 .50 178 1,157 34% $3 .50 177 1,492 44% $3 .50 175 1,385 41% $3 .50 166 1,390 41% $3 .50 143 1,083 32% Monday 12109/13 Tuesday 12110/13 Wednesday 12111/1 3 Thursday 12112113 Fri day 12113/13 AM Time Price HOV Vol . Cap. Price ""HOV Vol. Cap. Price HOV Vol . .Cap. Price HOV Vol . Cap . Price HOV Vol. Cap . 0400-0500 $2 .60 256 862 25% $2 .60 292 793 23% $2 .60 299 789 23% $2 .60 300 791 23% $2 .60 255 741 22% 0500-0600 $4.20 537 1,871 55% $4.20 573 1,881 55% $4 .20 565 1,866 55% $4.20 553 1,868 55% $4 .05 553 1,809 53% 0600 -0700 $4.40 483 1,976 58% $4.40 488 2,028 60% $4 .40 483 1,956 58% $4.40 504 2, 126 63% $4 .20 507 2,030 60% 0700-0800 $4.90 391 1,878 55% $4 .90 389 1,907 56% $4 .90 402 1,945 57% $4 .90 412 1,859 55% $4 .75 381 1,770 52% 0800-0900 $4.40 197 1,585 47% $4 .40 205 1,657 49% $4.40 223 1,722 51% $4.40 230 1,642 48% $4 .20 197 1,261 37% 0900 -1000 $3.50 185 1,545 45% $3 .50 184 1,461 43% $3 .50 190 1,544 45% $3 .50 181 1,387 41% $3 .50 180 1,106 33% Monday 12116/13 Tuesday 12117/13 Wednesday 1211811 3 Thu rsday 12119/13 Fri day 12120/13 AM Time Price •. HOV Vol. Cap. Price HOV Vol . Cap. Price HOV Vol. Cap. Price HOV Vol. Cap. Price HOV Vol . Cap ! 0400-0500 $2.60 306 813 24% $2 .60 298 784 23% $2 .60 301 797 23% $2 .60 262 771 23% $2 .60 229 680 20% 0500-0600 $4 .20 547 1,823 54% $4 .20 572 1,83 1 54% $4 .20 573 1,844 54% $4 .20 528 1,802 53% $4 .05 491 1,659 49% 0600-0700 $4.40 501 2,027 60% $4.40 536 2,062 61% $4 .40 544 2,091 62% $4.40 502 2,067 61% $4 .20 445 1,867 55% 0700 -0800 $4.90 396 1,710 50% $4 .90 39 1 1,686 50% $4 .90 393 1,840 54% $4 .90 335 1,744 51% $4 .75 311 1,491 44% 0800-0900 $4.40 185 1,254 37% $4 .4 0 236 1,650 49% $4.40 223 1,657 49% $4.40 201 1,474 43% $4.20 194 1,218 36% 0900-1000 $3.50 197 1,307 38% $3 .50 166 1,506 44% $3 .50 163 1,280 38% $3 .50 160 1,217 36% $3 .50 171 1,109 33% • Monday 12123/13 Tuesday 12124/13 Wednesday 12125113 Thursday 12126 /13 Friday 12127/13 AM Time Price HOV Vol. Cap. Price HOV Vol. Cap. Price HOV Vol . Cap . Price HOV Vol . Cap. Price HOV Vol. Cap . 0400-0500 $2 .60 237 674 20% $2 .60 133 374 11% $1.40 10 21 1% $2 .60 161 475 14% $2 .60 143 437 13% 0500-0600 $4 .20 431 1,607 47% $4 .05 272 839 25% $1.40 8 30 1% $4 .20 321 1,099 32% $4 .05 328 1,060 31% 0600-0700 $4 .40 369 1,702 50% $4 .20 214 712 21% $1 .40 13 45 1% $4.40 210 874 26% $4 .20 247 925 27% 0700-0800 $4 .90 256 1,235 36% $4.75 142 606 18% $1 .40 24 59 2% $4 .90 197 764 22% $4 .75 199 796 23% 0800-0900 $4 .40 210 1,103 32% $4 .20 133 555 16% $2 .60 80 167 5% $4.40 157 752 22% $4 .20 169 819 24% 0900 -1000 $3 .50 305 1,214 36% $3 .50 170 622 18% $2.75 175 387 11% $3 .50 181 760 22% $3 .50 264 871 26% Monday 12130/13 Tuesday 12131/13 Wednesday 01/01/14 Thursday 01/02114 Friday 01/03/14 AMTime Price HOV Vol. Cap . Price HOV Vol . Cap. Price HO'f' Vol . Cap . Price HOV Vol. Cap . Price HOV Vol. Cap . 0400 -0500 $2 .60 205 624 18% $2 .60 158 441 13% 0500-0600 $4 .20 456 1,521 45% $4 .05 322 997 29% 0600-0700 $4 .40 293 1,103 32% $4 .20 238 820 24% 0700-0800 $4 .90 193 900 26% $4 .75 187 721 21% 0800-0900 $4 .40 179 864 25% $4.20 133 683 20% 0900-1000 $3.50 264 1,000 29% $3 .50 143 615 18% • 6 Perfonnance Measures REPORTING REQUIREMENT CUSTOM ffi SERVICE Call Wa~ Time Abandon Rate Customer Satisfaction Convert Violators to Customer Convert Violators to Customer VIOLATION PROCESSING Response Time s s CUSA Violation Collection Rate CUSA Violation Collection Rate TRAFFIC OPERATIONS Initial & Secondary Reviews * Plate l'v1isread Errors CAS Response Time ACCOUNTING Exceptions INFORMATION TECHNOLOGY ~ac_k-office System Uptime Network Uptime i Repo_rting I PERFORMANCESTANDARD I Dec-13 ) Period j Performance Mo nthly Monthly Mo nthl y Quart erl y Amuall y Mont hly Quarterl y Amually Monthly Mont hly Mont hly Mont hly Mont hly Mont hly No t to ex ceed 120 seconds No mor e than 4.0% At least 75 outbound calls 8% or mo re 10% or more W it hin 2 business days of receipt 70 % or more 74 % or more Eq ual to or less than 15 days Eq ual to or less than 0.4% 0 :20 (mi nutes) per call No more than 3 99 % A v ailability 99 % A v ailability 1:41 2.6% 75 11% 1.0 76% 2 0 .1% 0 :06 0 100% 100% GUSA =Cofiroute USA; CAS =Customer A ssistance Specia lists •Plate Mis read Error performance is current after a 60-day hold-back pe ri od ; the refore, percentage reported here is for 2 months prior to the month of this report . Incoming Call Activity INCOMING CALL VOLUME [ ______ !J_ec_i:~~,er-.~~ 1 _ __ ~~-~~mbe_r-1_3 _ _ FY i o 0 I • Total Calls Total Total Calls I % of Total Average Representatives Answered 17 ,26 1 66 .4 % 16 ,391 63 .6% 16,826 IVR Answered 6 ,40 1 24 .6 % 6 ,773 26 .3% 6 ,587 *Abandoned Calls =or >20 second s 68 7 2 .6% 811 3.1% 749 .. **Abandoned Calls -all others 1,630 6 .3 % 1,790 6 .9% 1,710 Total Incoming C alls : 25 ,97 9 25 ,765 25 ,872 *This data is used in the Abandoned Calls pe rformance meas ure. ••Thi s data represents all IVR abandons and ab and o ns outs ide t he perf ormance meas ..-e t hreshold . Transponder Distribution S tat us TRANSPONDER DISTRIBUTION I December-13 I November-13 I FY2013-14 , T~g~--I 0/o of Total , Tags i % of Total [ -p;~;~;g~ -T~-Date -- Issued To New Accounts 533 24.4% Add~ional Tags to Existing Accoun ts 521 1,133 23 .8% 5 1.8% Replacement Transponders Total Issued 2,187 Returned Account Closures 582 28.3% Accounts Downsizing 189 9 .2% Defective Transponders 1,284 62.5% Tot al Returned 2,055 df ~ss 477 20 .5% 964 24.1% 521 22.4% 849 21 .2% 1,327 57 .1% 2 ,195 54.8% 2,325 4,008 343 19.9% 709 21 .9% 166 9 .6% 396 12 .2% 1,216 70 .5% 2,133 65 .9% 1,725 3,237 7 • • • • • • At the end of December 2013 , the 91 Express Lanes had 113,092 act ive customer accounts , with 169,435 transponders assigned to those accounts . 125 ,000 120,000 115 ,000 110,000 105,000 100,000 95 ,000 Operational Highlights On-road Operations Number of Accounts by Fiscal Year As of December 31, 2013 119,992 Fisc al Yea r Customer Assistance Specialists (CAS) responded to 118 calls during December. The CAS team received 65 calls to assist disabled veh icles , 16 calls to remove debris and conducted 27 assists or traffic breaks. The CAS provided assistance to 7 accidents in the Express Lanes and 3 accidents in the general-purpose lanes . /!'!'Express _.Lanes 8 Financial Highlights 91 Express Lanes Operating Statement YTD as of December 31 2013 YTD Variance Descrintion A ctual <1> Budaet <1> Dollar S .. ~ .. •;.;i:\''< 1.r,(!',·..,r ~,.r;;.._ _, H Operating revenues: Toll revenue 16,923, 184 .5 1 $ 16,443,304 .00 $ 479,880.51 Fee revenue 3 716 937.15 3 147 678.00 569 259.15 Total ooeratina revenues 20 640 12 1.66 19 590 982.00 1 049 139.66 ~ . Operating expenses: Contracted services 3,910 ,850.8 1 4 , 048,420. 00 137,569 .19 Administrative fee 1,083 ,8 15.52 1,083 ,276.00 (539.52) Other professional services 410,499.58 1,201 ,980.00 791 ,480.42 Credit card processing fees 392 ,75 1.17 524 ,790 .00 132,038.83 Toll road account servicing 283 ,496.90 237,408.00 (46,088.90) Other insurance expense 161 ,206.50 124,950.00 (36,256.50) Toll road maintenance supply repairs 89 ,856.22 127,454.00 37 ,597 .78 Patrol services 200 ,297.76 212,412.00 12,114.24 Building equipment repairs and maint 191 ,332.72 324 ,324 .00 132,991 .28 Other services 4, 100.00 54,998.00 50,898.00 Utilities 9 ,28 1.05 9 ,996.00 714 .95 .. Office expense 8 ,4 13.24 22,494.00 14,080.76 Bond Issuance Cost 743 ,7 10.87 71 , 142.00 (672,568.87) Miscellaneous <2l 34 ,847.35 53 ,475.00 18,627 .65 Leases 155 797.15 207 420.00 51 622.85 Total operating expenses 7,680 ,256.84 8 ,304,539.00 624,282.16 Deoreciation and amortization <3 > 1 930 156.04 -(1 930 156.04\ Ooeratina income lloss) 11 029 708 . 78 11 286 443.00 (256 734 .22\ Nonoperating revenues (expenses): Federal assistance grants 989.36 -989.36 Interest income 327 ,112.18 472 ,270.00 (145, 157 .82) Investment gain on derivative instrument --- Interest expense (2,930 , 188.42) (3,712 , 136.00) 781 ,947.58 Other --- Total nonooeratina revenues (exoenses) (2 602 086.88) 13 239 866.00\ 637 779.12 Transfers in --- Transfers out --- Net income I loss\ $ 8 427 621.90 $ 8 046 577 .00 $ 381 044.90 'Actual amounts are accounted tor on the acc rual bas is of account ing in an enterprise fund . Budget amount s are accounted for on a modified accrual basis of accou nting. 'M is ce ll aneous expenses include : Bond Insurance Costs . B ank s e ,.;ce Charg e , Trans ponder Materials . 'Depreciation a nd amortiz ation are not budgeted it e m s . Capital Asset Activity Percent (%1 2 .9 18.1 5.4 -,t; 3.4 (0.0) 65 .8 25.2 (19.4) (29.0) 29.5 5 .7 41 .0 92.5 7 .2 62.6 (945.4) 34.8 24.9 7 .5 NIA (2 .3\ NIA (30.7) NIA 21 .1 NIA 19.7 NIA NIA 4.7 During the six months ending December 3 1, 20 13, capital asset activities included $109,260 for the purchase of transponders . 9 • • • ATTACHMENT C • m OCTA Orange County Transportation Authority • As of January 31, 2014 • • • • Operations Overview Traffic and Revenue Statistics Total traffic volume on the 91 Express Lanes for January 2014 was 966,524 . This represents a daily average of 31, 178. This is a 3.3% increase in total traffic volume from the same period last year when traffic levels totaled 935,750. Potential toll revenue for the month was $2,929,743 which represents an increase of 7 .1 % from the prior year's total of $2,734 ,897 . Carpool percentage for the month was 23. 79% as compared to the previous year's rate of 23.99%. Month-to-date traffic and revenue data are summarized in the table below. The following trip and revenue statistics tables represent all trips taken on the 91 Express Lanes and associated potential revenue for the month of January 2014 . Current Month-to-Date (MTD) as of January 31, 2014 • ......... Jan-14 Stantec " 1y Jan-13 Yr-to-Yr MTD MTD # % MTD % Trips "~ ~ ''· Actual Projected Variance. Variance Actual Variance Full Toll Lanes 736,570 723,214 13 ,356 1.8% 711 ,252 3 .6% 3+ Lanes 229,954 253 ,601 (23,647 ) (9 .3%) 224,498 2.4 % Total Gross Trips 966 ,524 976 ,815 (10,291 ) (1.1 %) 935 ,750 3 .3% Revenue ·if' ... · .. ' Full Toll Lanes $2 ,856,181 $2,749 ,286 $106,895 3 .9% $2 ,665 ,619 7 .1% 3+ Lanes $73 ,562 $77 ,283 ($3,720) (4 .8%) $69 ,278 6 .2% Tota l Gross Revenue $2 ,929 ,743 $2 ,826 ,569 $103 ,174 3 .7% $2 ,734 ,897 7.1% Average Revenue per Trip Average Full Toll Lanes $3.88 $3.80 $0 .08 2 .1% $3 .75 3 .5% Average 3+ Lanes $0.32 $0.30 $0 .02 6 .7 % $0.31 3 .2% Average Gross Revenue $3.03 $2 .89 $0 .14 4 .8 % $2 .92 3 .8% 2 The 2014 fiscal year-to-date (YTD) traffi c vo lum e is 2 .3% higher than the same period last year . The 2014 fiscal year-to-date revenue is 4 .3% hig her t han for the same period last year. Year-to- date average revenue per-trip is $2 .93. Fiscal year-to-date traffic and revenue dat a a re s um m arized in the table below. The following trip and revenue statistics tables represent all t ri ps t ake n on the 91 Express Lanes and associated potential revenue for the months of July 20 13 thro ug h January 2014. FY 2013-14 to Date as of January 3 1 , 2 0 1 4 ~· .. ~~y_,-.. ,,~ ~if FY 2013-14 Sta nt ec , FY 2012-13 Yr-to-Yr YTD YT D # % YTD % Trips .:..·;!i.,··~...i•' Actual. Proje cted Variance Variance Actual Variance Full Toll Lanes 5,407 ,793 5 ,308 ,83 1 98 ,962 1.9 % 5 ,288 ,814 2 .2 % 3+ Lanes 1,748 ,056 1,762,84 0 (14 ,784) (0 .8%) 1,706 ,822 2.4 % Total Gross Trips 7 ,155,849 7 ,07 1,67 1 84,178 1.2% 6 ,995 ,636 2 .3% Revenue .... YJ,...i: .,, . Full Toll Lanes $20 ,496 ,278 $20,04 1,47 7 $454 ,801 2.3 % $19 ,638 ,950 4.4% 3+ Lanes $484 ,557 $4 95 ,19 1 ($10 ,634 ) (2 .1 %) $475 ,764 1.8% Total Gross Revenue $20 ,980 ,835 $20 ,5 36,66 8 $444,167 2 .2 % $20 ,114 ,713 4 .3% Average Revenue per Trip ' ~ Average Full Toll Lanes $3 .79 $3 .78 $0 .01 0 .3 % $3.71 2 .2 % Average 3+ Lanes $0.28 $0.28 $0 .00 0 .0 % $0 .28 0 .0 % Average Gross Revenue $2 .93 $2.90 $0 .03 1.0 % $2 .88 1.7 % 3 • • • • • • Traffic and Revenue Summary The chart below reflects the total trips breakdown between Full Toll trips and HOV3+ trips for FY 2013-14 on a monthly basis . FY 2013-14 Traffic Volume Overview 1,400 ,000 1,225 ,000 1,050,000 Cll 875,000 E :i 0 > 700,000 525,000 350,000 175,000 Jul-13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Month I •Full Toll Lanes •3+ Lanes The chart below reflects the gross potential revenue breakdown between Full Toll trips and HOV3+ trips for FY 2013-14 on a monthly basis . FY 2013-14 Revenue Summary $3,300,000 -.-.-~~--..,--..,...,..~--------~-~------------.--..,.-.------~---... $3 ,000,000 .. ~ $2,900 ,000 "' 0:: $2 ,800 ,000 $2,700,000 $2 ,600 ,000 $2,500,000 Jul-13 Aug -1 3 Sep-13 Oct-13 Nov-13 Dec-13 Jan -14 Feb-14 Mar-14 Apr-14 May-14 Jun -14 Month •Full Toll Lanes •3+ Lanes dfExpress ~Lanes 4 Two of the peak traffic hours in the east bo und direction reached or exceeded 90% or more of defined capacity during the month of Jan uary 2014. As demonstrated on the next chart , westbound peak hour traffic volumes top out at 63% of defined capacity. EASTBOUND PEAK-HOUR VOLUMES Tuesday 12131/13 Wedn esd ay 01/01/14 Thursday PMTime Price HOV · Vol . Cap . Price HOV Vol. Cap , Price HOV $4 .40 205 542 16% $4.55 314 $4 .40 248 592 17% $4 .45 457 01/02114 Friday Vol . Cap . Price HOV 1,549 46% $3.10 361 2,367 70% $9 .55 541 01 /03/14 Vol . 2,2 18 2,517 C1p. 65% 74% 1400 -1500 1500 -1600 1600. 1700 1700. 1800 1800. 1900 1900. 2000 $4.40 247 504 15% $9.20 473 2,278 67% $9 .35 467 2,408 71% $4.40 291 57 1 17% $8 .55 388 2,154 63% $6 .00 434 2,369 70% $4.40 306 612 18% $4.40 487 1,776 52% $5.65 45 3 1,773 52% $4 .00 302 54 5 16% $4.85 307 832 24% $5.30 386 1,09 4 32% Monday 01/06/14 Tuesday 01 /07/14 Wedn esd ay 01 /08 /14 Thursday 01/09/14 Friday 01/10/14 PM Time Price llOV Vol . Cap . Price HOV Vol. Cap . Price HOV Vol . Cap. Price HOV Vol . Cap. Price HOV Vol. Cap . 1400 -1500 $4.40 266 1,590 47% $4.40 249 1,606 47 % $4.40 279 1,746 51% $4.5 5 28 1 1,851 54% $3 .10 398 2,672 79% 2,91 6 86% 3,053 90% 2,868 84% 2,479 73% 1,862 55% 1500. 1600 $4.75 543 2,504 74% $3 .70 575 2,778 82% $3.95 548 2,918 86% $4 .45 594 2,788 82% $9 .55 612 1600. 1700 $4 .55 499 2,847 84% $5 .80 500 2,708 80% $7.00 523 2,956 87% $9 .20 575 2,961 87% $9.35 558 1700. 1800 $4 .85 1800. 1900 $4 . 75 1900 • 2000 $3 . 35 477 2,635 78% $5 .25 469 547 324 2,648 78 % $6.50 528 2,900 85% $8 .55 493 2,797 82% $6 .00 506 491 2,216 65% $3 .60 2,481 73 % $3 .60 552 2,722 80% $4.40 565 2,551 75% $5 .65 546 285 979 29% $3.35 1,242 37 % $3 .35 377 1,511 44% $4.85 308 1,231 36% $5.30 469 Monday 01/13/14 Tuesday 01/14/14 Wed nesd ay 01/15/14 Thursday 01/16/14 Friday 01/17/14 PM Time Price HOV· Vol . Cap , Price HOV Vol. Cap. Price HOV Vol. . Cap . Price HOV Vol. Cap . Price HOV Vol. Cap . 1400 -1 500 $4.40 219 1,458 43% $4.40 214 1,528 45 % $4 .40 246 1,730 51% $4.55 249 1,790 53% $3.10 416 2,698 79% 1500 -1600 $4 .75 1600 . 1700 $4 .55 1700. 1800 $4 .85 1800 -1900 $4.75 1900 -2000 $3 .35 516 2,371 70% $3 . 70 46 4 2,743 81% $5 .80 431 2,699 79% $5 .25 511 2,364 70% $3 .60 271 1, 181 35% $3.35 508 2,711 80% $3 .95 459 2,934 86% $7.00 470 2,859 84% $6 .50 449 2,414 71 % $3 .60 274 1,303 38 % $3.35 465 469 459 502 331 Monday 01/20/14 Tuesday 01/21/14 Wedn esd ay PM Time Price HOV Vol . Cap. Price HOV Vol . Ca p. Price HOV 1400 . 1500 $4.40 357 1,537 45% $4.40 218 1,431 42% $4.40 233 1500 -1600 $4.75 1600 -1700 $4.55 1700. 1800 $4.85 1800 -1900 $4 .75 1900 . 2000 $3 . 35 539 2,279 67% $3 .70 509 2,7 93 82 % $3. 95 509 469 455 486 322 519 2,509 74% $5 .80 41 5 2,735 80 % $7.00 518 2,456 72% $5.25 470 2,775 82% $6 .50 525 1,956 58% $3.60 495 2,361 69 % $3 .60 390 1,080 32% $3 .35 299 1,368 40 % $3 .3 5 Monday 01 /27/14 Tuesday 01/28/14 Wed nesd ay PM Time Price HOV Vol. !;1p, Price HOV Vol. Ca p. Price HOV 1400. 1500 $4 .40 210 1,488 44% $4.40 224 1,677 49 % $4 .40 253 1500. 1600 $4 . 75 497 2,537 75% $3 .70 482 2,708 80% $3.95 507 1600. 1700 $4.55 463 2,922 86% $5 .80 489 3,038 89% $7.00 517 1700. 1800 $4.85 431 2,675 79% $5.25 49 4 2,834 83% $6 .50 457 1800. 1900 $4.75 508 2,374 70% $3.60 492 2,5 49 75 % $3.60 477 1900-2000 $3 .35 283 1,320 39% $3.35 272 1,332 39 % $3.35 337 2,69 0 79% $4.45 2,948 87% $9 .20 2,907 86% $8 .55 2,583 76% $4 .40 1,578 46% $4 .85 502 2,864 84% $9 .55 628 2, 993 88% 518 2,961 87% $9 .35 504 2, 915 86% 480 2,886 85% $6 .00 497 2, 950 87% 51 4 2,726 80% $5 .65 557 2, 669 79% 344 1,528 45% $5.30 461 1,802 53% 01/22114 Thursday 01/23/14 Friday 01/24/14 Vol. Cap. Price HOV Vol . Cap. Price HOV Vol. Cap . 1,710 50% $4 .55 256 1,826 54% $3.10 388 2,605 77% 2, 727 80% $4 .45 2,835 83% $9 .20 2,763 81% $8.55 2,595 76% $4 .40 1,464 43% $4.85 500 2,890 85% $9 .55 549 2,903 85% 01/29/14 Vol . Cap . 1,733 51% 2,858 84% 3,006 88% 2,917 86% 2,5 18 74% 1,399 41 % 501 2,887 85% $9.35 522 3,027 89% 493 2,875 85% $6 .00 47 1 2,905 85% 529 2,805 83% $5 .65 488 2,423 71% 352 1,635 48% $5 .30 434 1,688 50% Thursday 01/30/14 Friday 01/31 /14 Price HOV Vol . Cap . Price HOV Vol. C1p . $4 .55 243 1,809 53% $3 .10 336 2,664 78% $4 .45 416 2, 131 63% $9 .55 564 2,929 86% $9.20 549 3,290 97% $9 .35 510 2,985 88% $8 .55 478 2,921 86% $6.00 463 2,81 1 83% $4.40 499 2,572 76% $5.65 465 2,281 67% $4 .85 291 1,270 37% $5.30 359 1,356 40% 5 • • • • • • WESTBOUND PEAK-HOUR VOLUMES Monday AMTime Price HOV 0400 . 0500 0500. 0600 0600. 0700 0700 . 0800 0800. 000) OOOJ .1000 Mo nday AM lime Price HOV 0400-0500 $2.60 307 0500-0600 $4 .20 555 0600-0700 $4 .40 477 0700-0800 $4 .90 335 0800-000) $4.40 255 OOOJ-1000 $3 .50 226 Monday AMTime Price HOV 0400-0500 $2.60 348 0500-0600 $4 .20 678 0600-0700 $4.40 628 0700-0800 $4.90 430 0800-000) $4.40 216 OOOJ-1000 $3 .50 179 Monday AMTime Price · HOV 0400-0500 $2.60 240 0500-0600 $4 .20 438 0600-0700 $4.40 280 0700. 0800 $4 .90 198 0800 -000J $4.40 225 OOOJ-1000 $3.50 284 Monday AMTime Price HOV 0400-0500 $2.60 261 0500-0600 $4 .20 550 0600-0700 $4 .40 489 0700-0800 $4.90 372 0800 -000) $4 .40 206 OOOJ -1000 $3.50 193 t!'!'"E xpreas iLanes 12/30/13 Vol. cap. 01/06114 Vol . Cap . 839 25% 1,818 53% 1,904 56% 1,672 49% 1,548 46% 1,129 33% 01/13114 Vol. Cap . 864 25% 1,856 55% 2,113 62% 1,857 55% 1,417 42% 1,224 36% 01/20/14 Vol , Cap. 655 19% 1,489 44% 1,210 36% 919 27% 990 29% 1,059 31% 01/27/14 Vol. Cap . 793 23% 1,753 52% 1,905 56% 1,871 55% 1,663 49% 1,429 42% Tuesday 12/31/13 Price HO Vol. Cap.' Tuesday 01/07/1 4 Price HOV Vol , Cap. $2 .60 310 775 23% $4.20 559 1,739 51% $4.40 527 1,946 57% $4 .90 390 1,747 51% $4.40 244 1,538 45% $3.50 239 1,270 37% Tuesday 01/14/14 Price HOV Vol . Cap . $2.60 307 820 24% $4 .20 553 1,803 53% $4.40 544 1,964 58% $4.90 387 1,747 51% $4.40 197 1,639 48% $3 .50 156 1,415 42% Tuesday 01/21 /14 Price HOV Vol . Cap. $2.60 305 748 22% $4 .20 556 1,802 53% $4 .40 554 2,080 61% $4 .90 413 1,882 55% $4.40 201 1,690 50% $3.50 157 1,245 37% Tuesday 01/28/14 Price I HOV Vol , Cap . $2 .60 303 757 22% $4 .20 574 1,783 52% $4.40 546 2,039 60% $4 .90 414 1,935 57% $4 .40 182 1,655 49% $3.50 149 1,312 39% Wednesday 01 /01/14 Price HOV Vol. $1.40 21 36 $1 .40 32 66 $1.40 22 56 $1.40 25 58 $1.40 39 108 $2.60 105 234 Wednesday 01/08/1 4 Price HOV '' Vol . $2.60 306 748 $4 .20 551 1,772 $4.40 551 1,974 $4 .90 416 1,755 $4.40 245 1,469 $3 .50 213 1,181 Wednesday 01 /15/14 Price HOV Vol. $2 .60 294 792 $4 .20 590 1,750 $4.40 557 2,045 $4 .90 372 1,808 $4.40 228 1,61 1 $3 .50 137 1,11 1 Wedn esday 01 /22114 Price HOV Vol . $2 .60 303 759 $4 .20 552 1,772 $4.40 562 2,005 $4 .90 397 1,855 $4 .40 212 1,553 $3.50 157 1,164 Wednes day 01/29/14 Price HOV Vol , $2.60 283 766 $4 .20 532 1,641 $4.40 566 2,027 $4 .90 394 1,907 $4 .40 200 1,731 $3.50 174 1,365 Thu rsday 01/02/14 Friday 01 /031 14 ·Cap. Price HOV Vol. Cap . Price HOV Vol . cap , 1% $2.60 230 618 18% $2.60 228 578 17% 2% $4 .20 470 1,569 46% $4 .05 429 1,347 40% 2% $4.40 342 1,307 38% $4 .20 308 1,104 32% 2% $4 .90 238 1,016 30% $4 .75 231 980 29% 3% $4.40 176 947 28% $4 .20 194 948 28% 7% $3.50 216 994 29% $3.50 229 1,076 32% Th ursd ay 01/09/14 Fr iday 01 /10/1 4 Cap. Price HOV Vol. Cap . Price HOV Vol . Cap . 22% $2.60 329 793 23% $2.60 283 911 27% 52% $4.20 569 1,830 54% $4 .05 534 1,761 52% 58% $4.40 524 1,983 58% $4 .20 490 1,780 52% 52% $4.90 408 1,796 53% $4 .75 391 1,565 46% 43% $4.40 239 1,401 41% $4 .20 226 1,161 34% 35% $3.50 222 1,213 36% $3.50 182 999 29% Thursday 01 /1 61 14 Frid ay 01 /17/1 4 Cap . Price HOV Vol . Cap . Pr ice HOV Vol . Cap . 23% $2.60 292 738 22% $2.60 261 661 19% 51% $4 .20 568 1,790 53% $4 .05 558 1,616 48% 60% $4.40 546 2,065 61 % $4 .20 492 1,828 54 % 53% $4 .90 409 1,851 54% $4 .75 360 1,564 46% 47% $4 .40 218 1,727 51% $4.20 225 1,254 37% 33% $3 .50 173 1,472 43% $3 .50 171 1,049 31 % Thu rsday 01/2311 4 Fri day 01/24/14 Cap. Price HOV Vol . Cap , Price HOV Vol . Cap . 22% $2.60 319 766 23% $2.60 257 695 20% 52% $4 .20 572 1,776 52% $4 .05 549 1,666 49% 59% $4.40 557 2,094 62% $4 .20 474 1,866 55% 55% $4 .90 409 1,984 58% $4 .75 361 1,703 50% 46% $4.40 211 1,633 48% $4 .20 218 1,315 39% 34% $3 .50 154 1,248 37% $3 .50 173 1,069 31% Thursday 01 /30/14 Friday 01/3 1/14 Cap. Price HOV Vol. Cap . Pr ice , HOV Vol , Cap . 23% $2.60 283 744 22% $2.60 234 701 21 % 48% $4 .20 558 1,769 52% $4 .05 482 1,622 48% 60% $4.40 565 2,137 63% $4.20 508 1,904 56% 56% $4 .90 367 1,596 47% $4 .75 313 1,698 50% 51 % $4.4 0 203 1,501 44% $4 .20 182 1,381 41 % 40% $3 .50 188 1,439 42% $3 .50 151 1,127 33% 6 Perfonnance Measures I I Jan-14 REPORTING REQUIREMENT 1 Reportin g : PERFORMANCE STANDARD I ' I Performance I Period I CUSTOM ER SERVICE -... --"' ···-·· -··-·-'' _ ... -•ri •• '" -~ .. Call Wait Time Monthly No t to ex ceed 120 seconds 1 :33 Abandon Rate Monthly No more than 4 .0% 3 .0% . ---· - Customer Satisfaction Monthly At least 75 outbound calls 75 ···-.. Convert Violators to Customers _Qua rter ly 8% or mo re . -· -... . -. " Convert Violators to Customers Annua ll y 10 % or more VIOLATION PROCESSING Response Time Monthl y Wit hin 2 business d_ays of receipt 1.0 CUSA Violation Collection Rate Q_ua rter ly 70 % or more -·. -,. . --GUSA Violation Collection Rate A nnuall y 74 % or more TRAFFIC OPERATIONS Initial & Secondary Reviews Mont hl y Eq ual to or less than 15 days 2 * Plate Mis read Errors Mont hl y Eq ual to or less than 0.4% 0 .1% CAS Response Time Monthl y 0 :2 0 (mi nutes) per call 0 :06 ACCOUNTING Exceptions Monthl y No mor e than 3 I 0 INFORMATION TECHNOLOGY Back-office System Uptime Monthl y 99 % Av ailability I 100% Network Uptime Mo nthly 99 % A v ailability 100% C USA= Cof1route USA; CAS -Custa mer Assistance Spec ia li st s •Plate Mis read Error performance is current after a 60-day hold-b ac k pe ri od ; th erefore, perc entage reported here is for 2 months priorto the month of this report. Incoming Call Activity f· ____ J_a_n u ~ry~~ _ Decem ber-13 FY INCOMING CALL VOLUME -------- + I 0 0 of !01, of Total ! Total C a ll s Tot al T o tal Calls Average Representatives Answered 19,320 70 .7 % 17 ,261 70 .9% 19 ,288 . ---. -- IVR Answered 7 ,1 96 26 .3 % 6 ,401 26 .3% 7,443 *Abandoned Calls =or >20 seconds 82 2 3 .0 % 687 2 .8% 1,641 **Abandoned Calls -all others 1,97 1 7 .2 % 1,630 6 .7% 1,818 Total Incom ing Calls : 27 ,33 8 24 ,349 25 ,844 'This data is used in the Abandoned Calls perfo rmance meas ure. ••Thi s data represents all IVR abandons and abandons outs ide the p erformanc e measure t hresho ld . Transponder Distribution Status TRANSPONDER DISTRIBUTION January-14 ! Decem,ber-13 ~ _ FY 2013-1~ I I I T ags \%of Total I Tags I % of Total 1 Average To-Date Issued To New Accounts 504 2 1.6% 533 24.4% 672 24 .3% Additional Tags to Existing Accounts 518 22.2% 521 23.8% 577 20.9% Replacement Transponders 1,313 56 .2% 1,133 51 .8% 1,517 54.9% Total Issued 2 ,335 2,187 2,765 Returned Account Closures 466 26 .6% 582 28 .3% 486 22 .7% Accounts Downsizing 174 9 .9% 189 9 .2% 246 11 .5% Defective Transponders 1, 114 6 3.5% 1,284 62 .5% 1,410 65.8% Total Returned 1,754 2,055 2,142 dt~-7 • • • • • I • At the end of January 2014, the 91 Express Lanes had 112,990 active customer accounts , w ith 169,427 transponders assigned to those accounts. 125,000 120,000 115,000 110,000 105,000 100,000 95,000 Operational Highlights On-road Operations Number of Accounts by Fiscal Year As of January 31, 2014 119,99 2 Fiscal Year Customer Assistance Specialists (CAS) responded to 114 calls during January. The CAS team received 64 calls to assist disabled vehicles , 9 calls to remove debris and conducted 37 assists or traffic breaks . The CAS provided assistance to 3 accidents in the Express Lanes and 1 accident in the general-purpose lanes . 8 Financial Highlights 91 Express Lanes Operating Statement YTD as of J anuary 31, 2014 YTD Variance Description A ctual 11> Budaet 11 > Dollar$ ;. ''"'""' ";:;:.~ "r·;"~ 1i\?Y': .)• Operating revenues: Toll revenue 19,581 ,928.1 7 $ 18 ,888 ,549 .00 $ 693 ,379 .17 Fee revenue 4 305 0 08 .3 1 3 ,795 138 .00 509 870 .31 Total ooeratina revenues 23 886 936 .48 22 ,683 687 .00 1 203,249.48 17 Operating expenses: Contracted services 4,554,886 .57 4,706,490.00 151 ,603.43 Administrative fee 1,264 ,45 1.44 1,263,822 .00 (629.44) Other professional services 457 ,52 1.23 1,453 ,089 .00 995,567 .77 Credit card processing fees 453 ,77 9 .20 612 ,255 .00 158,475.80 Toll road account servicing 318 ,879 .84 276,976.00 (41,903.84) Other insurance expense 188 ,074 .25 145 ,775 .00 (42,299.25) Toll road maintenance supply repairs 108 , 164 .65 146,613.00 38 ,448.35 Patrol services 233 ,680 .7 1 247 ,814 .00 14, 133.29 Building equipment repairs and ma i nt 221,20 1.12 355 ,080 .00 133,878 .88 Other services 4 ,750 .00 55 ,831 .00 51 ,081 .00 Utilities 10,40 8 .57 ' 11 ,662 .00 1,253.43 Office expense 8 ,746.62 25,368.00 16,621 .38 Bad debt expense --- Bond Issuance Cost 743 ,710.87 332 ,999 .00 (410,711 .87) Miscellaneous 12> 37 ,840 .23 57 , 110.00 19 ,269.77 Leases 162 224 .6 5 241 990 .00 79,765 .35 Total operating expenses 8,768 ,3 19 .95 9,932 ,874 .00 1, 164,554 .05 Depreciation and amortization < 3 > 2 244 884 .36 -(2,244 884 .36) Ooeratina income (loss) 12 873 732.17 12 750 813 .00 122,919.17 Nonoperating revenues (expenses): Federal assistance grants 989.36 -989.36 Interest income 340 ,678.35 536 ,337.00 (195,658.65) r (3,444 ,905 .14),. 854 ,070 .86 ,. Interest expense (4,298 ,976.00) Other 51 ,7 36 .63 -51 736 .63 Total nonooeratina revenues (expenses) (3 051 ,500.80) (3,762 639 .00) 711 138.20 Transfers in --- Transfers out --- Net income (loss) $ 9 822 231.37 $ 8 988 174.00 $ 834 057 .37 'Actual amounts are accounted for on the accrual bas is of accounting in an enterpri se fund . Budget amounts are accounted for on a modified accrual bas is of accounting . 'Miscellaneous ex penses include: Bond Insurance Costs, Ban k Sen.ic e Charge , Transponder Materials . 'Depreciat ion and amortizat ion are not budgeted It em s. Capital Asset Activity Percent(%) 3.7 13.4 5.3 ·~ 3 .2 (0.0) 68.5 25.9 (15.1) (29.0) 26.2 5 .7 37 .7 91 .5 10.7 65.5 NIA (123.3) 33 .7 33 .0 11 .7 NIA 1.0 NIA (36.5) 19.9 NIA 18.9 NIA NIA 9.3 During the seven months ending January 3 1, 20 14, capital asset activities included $229,671 for the purchase of transponders. 9 • • • • • • ATTACHMENT D m OCTA Orange County Transportation Authority • "' Express iLanes Status Report February 2014 As of February 28, 2014 • • • Operations Overview Traffic and Revenue Statistics Total traffic volume on the 91 Express Lanes for February 2014 was 914,368. This represents a daily average of 31,530. This is a 0 .8% increase in total traffic volume from the same period last year when traffic levels totaled 907,096. Potential toll revenue for the month was $2,743,897 which represents an increase of 3.4% from the prior year's total of $2,652,981. Carpool percentage for the month was 22 . 7% as compared to the previous year's rate of 23.8%. Month-to-date traffic and revenue data are summarized in the table below. The following trip and revenue statistics tables represent all trips taken on the 91 Express Lanes and associated potential revenue for the month of February 2014 . Current Month-to-Date (MTD) as of February 28, 2014 .. \~4t· :• ·• Feb•14 Stan~ec ' Feb-13 Yr-to-Yr M~D MTD # % MTD % Ti;ips Ct':' ~ > , ActUill Projected Variance Variance Actual Variance Full Toll Lanes 707 ,191 724,532 (17 ,341) (2.4%) 691 ,233 2.3% 3+ Lanes 207 ,177 224 ,120 (16 ,943) (7 .6%) 215 ,863 (4 .0 %) Total Gross Trips 914,368 948,652 (34 ,284) (3 .6 %) 907 ,096 0 .8% Revenue ~;r:. "• II .a " :,, " Full Toll Lanes $2,682,074 $2 ,752 ,188 ($70 ,114) (2 .5%) $2,587,740 3 .6% 3+ Lanes $61,823 $70 ,667 ($8 ,843) (12 .5%) $65 ,241 (5 .2 %) Total Gross Revenue $2 ,743,897 $2 ,822,855 ($78 ,958) (2 .8 %) $2,652 ,981 3.4% . '" . Average Revenue per'-'Trip ., • ~ ' ' Average Full Toll Lanes $3.79 $3 .80 ($0 .01) (0 .3%) $3.74 1.3% Average 3+ Lanes $0 .30 $0 .32 ($0 .02) (6 .3%) $0 .30 0 .0% Average Gross Revenue $3.00 $2.98 $0 .02 0 .7 % $2 .92 2.7% 2 The 2014 fiscal year-to-date (YTD) traffi c volum e is 2 .1 % higher than the same period last year . The 2014 fiscal year-to-date revenue is 4 .2% hi g her t han for the same period last year. Year-to- date average revenue per-trip is $2 .94. Fiscal year-to-date traffic and revenue dat a a re s um m arized in the table below. The following trip and revenue statistics tables represent all trips taken on the 91 Express Lanes and associated potential revenue for the months of July 201 3 throug h February 2014. FY 2013-14 to Date as of February 2 8, 2 01 4 ~;:•::. " ,. '~ .. FY 2013-14 Stan tec FY 2012-13 Yr-to-Yr YTD YTD # % YTD % Trips ~ '.<!! Actual1 Proj ected Variance Variance Actual Variance Full Toll Lanes 6 ,114,984 6 ,033 ,363 8 1,621 1.4% 5 ,980 ,047 2 .3 % 3+ Lanes 1,955 ,233 1,986,960 (31 ,727) (1 .6 %) 1,922 ,685 1.7 % Total Gross Trips 8 ,070 ,217 8,020 ,32 3 49 ,894 0 .6% 7 ,902 ,732 2.1 % Revenue ·'• ' ' Full Toll Lanes $23 , 178,352 $22 ,7 93,665 $384,687 1.7% $22 ,226 ,689 4.3% 3+ Lanes $546 ,380 $565 ,85 8 ($19,477 ) (3.4 %) $541 ,005 1.0% To tal Gross Revenue $23,724 ,732 $23 ,3 59,52 2 $365 ,210 1.6% $22 ,767 ,694 4 .2 % Average Revenue per Trip .. Average Full Toll Lanes $3.79 $3 .78 $0 .01 0 .3% $3 .72 1.9% Average 3+ Lanes $0 .28 $0 .28 $0 .00 0 .0% $0.28 0 .0 % Average Gross Revenue $2 .94 $2 .91 $0 .03 1.0 % $2 .88 2 .1% 3 • • • • • • Traffic and Revenue Summary The chart below reflects the total trips breakdown between Full Toll trips and HOV3+ trips for FY 2013-14 on a monthly basis. FY 2013-14 Traffic Volume Overview 1,400 ,000 1,225,000 · 1,050 ,000 C1I 675,000 E ::I 0 > 700,000 525,000 350,000 175,000 Jul-13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Month •Full Toll Lanes •3+ Lanes The chart below reflects the gross potential revenue breakdown between Full Toll trips and HOV3+ trips for FY 2013-14 on a monthly basis . FY 2013-14 Revenue Summary $3,300,000 ,---------,,_._,------.,----~------~----,...,..---_,.......,., .. ::J $3,000 ,000 c $2,900,000 ~ a: $2,800 ,000 $2,700,000 $2,600,000 $2,500,000 Jul -13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Month •Full Toll Lanes •3+ Lanes ~,~ss Lanes 4 Three of the peak traffic hours in the eastbo und d irection reached or exceeded 90% or more of defined capacity during the month of Feb ruary 20 14. As demonstrated on the next chart, westbound peak hour traffic volumes top out at 66 % of defined capacity. EASTBOUND PEAK-HOUR VOLUMES Monday 02/03/14 Tuesday 02/04/14 Wednesday 02/05/14 Thursday 02/06/14 Friday 02/07/14 PM Time Price HOV Vol. Cap , Price HOV Vol. Cap . Price HOV Vol. Cap. 'Price 110V Vol. Cap. Price HOV Vol. Cap. 1400-1500 $4 .40 183 1,473 43% $4 .40 205 1,606 47% $4.40 204 1,586 47% $4.55 264 1,986 58% $3 .10 369 2,768 81% 1500 -1600 $4.75 450 2,406 71 % $3 .70 482 2,655 78% $3.95 503 2,796 82 % $4 .45 501 3,000 88% $9 .55 600 3,022 89% 1600-1700 $4 .55 467 2,801 82 % $5 .80 466 2,901 85% $7.00 504 2,864 84% $9 .20 480 2,861 84% $9 .35 493 2,787 82 % 1700 -1800 $4 .85 387 2,619 77 % $5.25 465 2,782 82% $6.50 44 2 2,785 82% $8 .55 489 3,029 89% $6 .00 454 2,806 83% 1800 -1900 $4.75 451 2, 118 62% $3 .60 486 2,300 68% $3.60 483 2,333 69% $4 .40 438 2,585 76% $5 .65 465 2,251 66% 1900 -2000 $3 .35 264 976 29% $3 .35 268 1,164 34% $3.35 292 1,405 41 % $4 .85 355 1,825 54% $5.30 401 1,461 43% Monday 02/10/14 Tuesday 02/11/14 Wednes day 02/12/14 Thursday 02/13/14 Friday 02114114 PM Time Price HOV Vol. " Cap. Price HOV Vol. Ca p, Price HOV Vol. Cap. Price HOV Vol. ° Cap. Price HOV Vol. Cap . 1400 -1500 $4.40 248 1,534 45 % $4 .40 211 1,633 48% $4.40 241 1,760 52 % $4 .55 273 1,999 59% $3 .10 432 2,899 85% 1500-1600 $4.75 540 2,556 75% $3.70 555 2,756 81% $3.95 528 2,942 87 % $4 .45 524 3,015 89% $9 .55 608 3,002 88 % 1600 -1700 $4 .55 482 2,744 81 % $5 .80 455 2,981 88% $7.00 460 2,897 85 % $9 .20 514 3,077 91% $9 .35 522 3,01 3 89% 1700 -1800 $4 .85 433 2,780 82% $5 .25 475 2,841 84% $6.50 442 2,776 82% $8 .55 449 2,968 87% $6 .00 502 2,871 84% 1800-1900 $4 .75 542 2,438 72% $3 .60 473 2,408 71 % $3.60 514 2,607 77% $4 .40 605 2,275 67 % $5 .65 553 2,512 74% 1900-2000 $3 .35 317 1,248 37 % $3 .35 308 1,404 41 % $3.35 302 1,445 43% $4 .85 788 1,611 47 % $5 .30 447 1,668 49% Monday 02/17/14 Tuesday 02/18/14 Wednesd ay 02/19/14 Thursday 02/20/14 Friday 02/21/14 PM Time Price HOV Vol. Cap. Price HOV Vol. Cap. Price HOV Vol. Cap. Price HOV Vol. Cap. Price HOV VOi. Cap. 1400 -1500 $4 .40 354 1,557 46% $4 .40 237 1,667 49% $4.40 254 1,751 52% $4 .55 274 1,846 54% $3 .10 354 2,698 79% 1500 -1600 $4.75 530 2,084 61 % $3 .70 453 2,641 78% $3.9S 481 2,782 82 % $4 .45 521 2,93S 86% $9.55 SSS 2,789 82% 1600 -1700 $4 .55 436 2, 149 63 % $5 .80 443 2,930 86% $7.00 461 2,946 87 % $9 .20 489 2,989 88% $9 .35 507 2,999 88% 1700 -1800 $4.85 438 1,950 57% $5 .25 451 2,780 82% $6.50 452 2,921 86% $8.55 457 2,945 87% $6.00 4S8 3,026 89% 1800 -1900 $4 .7S 373 1,421 42 % $3 .60 508 2,440 72% $3.60 501 2,613 77 % $4 .40 536 2,658 78 % $5 .65 479 2,432 72% 1900 -2000 $3 .3S 355 888 26 % $3 .35 283 1,258 37% $3.3S 337 1,493 44% $4.BS 348 1,709 50% $5 .30 44S 1,655 49 % Monday 02/24114 Tuesday 02/25/14 Wednesd ay 02/26/14 Thursday 02/27/14 Friday 02/28/14 PM Time Price HOV 1,Vol . Cap. Price HOV Vol. Cap. Price HOV Vol. Cap. Price HOV Vol. Cap. Price HOV Vol. Cap, 1400-1500 $4 .40 221 1,49S 44% $4 .40 225 1,638 48% $4.40 206 1,591 47 % $4 .55 213 1,690 50% $3.10 251 2,066 61 % 1500 -1600 $4 .75 446 2,466 73% $3 .70 517 2,789 82% $3.95 512 3,063 90% $4.45 448 2,716 80% $9.55 526 2,531 74% 1600-1700 $4.55 447 2,783 82% $5 .80 461 3,013 89% $7.00 467 3,073 90% $9 .20 425 2,7S5 81% $9.35 448 2,604 77% 1700-1800 $4 .85 442 2,795 82 % $5 .25 455 2,945 87 % $6.50 443 2,844 84% $8 .55 413 2,643 78% $6 .00 345 2,239 66% 1800-1900 $4.75 517 2,399 71% $3 .60 532 2,612 77% $3.60 S19 2,S94 76% $4 .40 428 2,255 66% $5 .65 407 1,992 59% 1900-2000 $3 .35 254 1,046 31% $3 .35 317 1,472 43% $3.3S 347 1,593 47% $485 274 1,292 38% $5 .30 339 1,254 37% 5 • • • • WESTBOUND PEAK-HOUR VOLUMES Monday 02103114 Tuesday 02104/14 Wednesday 0210511 4 Thursday 02106/1 4 Fr iday 02107/14 AM Time ertce Hqv it Vol. Cap. Pr!ce HOV ... Vol. 'Cap. 1'Prlce HOV ,.Vol. Cap . Price HOV Vol . Cap. Price HOV Vol . Cap. 0400 -0500 $2.60 264 789 23% $2 .60 287 772 23% $2 .60 290 741 22% $2 .60 289 731 22% $260 253 701 21% 0500-0600 $4.20 482 1,691 50% $4 .20 536 1,764 52% $4.20 542 1,674 49% $4.20 540 1,768 52 % $4.05 509 1,624 48% 0600-0700 $4.40 510 1,959 58% $4.40 505 1,966 58% $4.40 570 2,030 60% $4.40 525 1,981 58 % $4 .20 462 1,715 50% 0700 -0800 $4.90 33 1 1,749 51% $4 .90 403 2,003 59% $4.90 404 1,908 56% $4 .90 363 1,791 53 % $4.75 283 1,383 41 % 0800-0900 $4.40 195 1,520 45% $4 .40 229 1,848 54% $4.40 184 1,410 41% $4 .40 165 1,443 42% $4.20 162 1,146 34% 0900-1000 $3.50 163 1,205 35% $3 .50 165 1,491 44% $35 0 167 1,539 45% $3.50 131 1, 147 34% $3.50 138 1,047 31 % Mo nday 02110/14 Tuesday 02111 /14 Wednesday 0211211 4 Thursday 02113/14 Friday 02114/14 AM Time P!'ice HOV Vol. Cap . Price HOV Vol . Cap . Price HOV " Vol . Cap •. Price HOV Vol . Cap. Price HOV Vol. Cap . 0400 -0500 $2.60 273 824 24% $2.60 292 776 23% $2 .60 300 737 22% $2 .60 305 746 22% $260 257 657 19% 0500 -0600 $4.20 545 1,861 55% $4 .20 540 1,641 48% $4 .20 542 1,695 50% $4 .20 568 1,810 53% $4.05 475 1,583 47% 0600 -0700 $4.40 471 1,883 55% $4 .40 567 2,076 61% $4.40 523 1,953 57% $4.40 509 2,004 59 % $4 .20 432 1,746 51 % 0700-0800 $4.90 328 1,752 52% $4 .90 385 1,872 55% $4.90 376 1,825 54% $4 .90 359 1,795 53% $4.75 290 1,484 44% 0800 -0900 $4.40 252 1,636 48% $4 .40 220 1,523 45% $4 .40 236 1,649 49% $4 .40 229 1,726 51 % $4 .20 206 1,175 35% 0900-1000 $3.50 223 1,285 38% $3 .50 186 1,449 43% $350 240 1,458 43% $3.50 174 1,366 40% $3.50 198 1,104 32% Monday 02117/14 Tuesday 02118 /14 Wednesday 02119/14 Thursday 02120/14 Friday 02121 /14 AM Time Price HOV Vol . Cap. Price HOV 'Vol. Cap . Price HOV Vol . Cap : Price HOV Vol . , Cap. Price HOV Vol. Cap . 0400-0500 $2.60 216 542 16% $2.60 315 790 23% $2 .60 298 757 22% $2 .60 310 760 22 % $260 265 697 21% 0500-0600 $4.20 359 1,252 37% $4.20 528 1,785 53% $4.20 566 1,778 52% $4.20 569 1,821 54% $4.05 540 1,723 51 % 0600-0700 $4.40 211 901 27% $4 .40 528 2,005 59% $4 .40 530 2,099 62% $4 .40 533 2,097 62 % $4 .20 468 1,840 54% • 0700 -0800 $4 .90 170 787 23% $4 .90 371 1,812 53% $4.90 343 1,804 53% $4 .90 347 1,791 53% $4.75 371 1,782 52% 0800-0900 $4 .40 198 829 24% $4 .40 208 1,643 48% $4.40 204 1,593 47% $4 .40 213 1,589 47% $4 .20 193 1,260 37% 0900-1000 $3 .50 25 1 1,015 30% $3 .50 200 1,458 43% $3 .50 151 1, 137 33% $3 .50 175 1,387 41% $3 .50 180 1,353 40% Monday 02124/14 Tuesday 02125/14 Wednesday 02126/14 Thursday 02127/14 Fr iday 02128/14 AM Time Price HOV Vol. Cap. Price HOV Vol . Cap . Price HOV Vo l.. Cap . Price HOV Vol . Cap . Price HOV Vol. Cap. 0400-0500 $2.60 287 829 24% $2 .60 300 757 22% $2 .60 297 782 23% $2 .60 223 775 23% $2 .60 236 752 22% 0500 -0600 $4 .20 538 1,756 52% $4 .20 549 1,742 51% $4 .20 572 1,777 52% $4 .20 522 1,702 50 % $4 .05 492 1,707 50% 0600 -0700 $4.40 520 1,992 59% $4 .40 516 2,095 62% $4.40 514 2,080 61% $4.40 496 2,061 61% $420 495 2,248 66% 0700 -0800 $4.90 355 1,740 51% $4.90 387 1,903 56% $4.90 354 1,836 54% $4 .90 341 1,766 52% $4.75 263 1,425 42% 0800-0900 $4.40 201 1,537 45% $4.40 226 1,692 50% $4 .40 204 1,701 50% $4 .40 186 1,742 51% $4.20 133 1,119 33% 0900-1000 $3 .50 178 1,515 45% $3 .50 205 1,608 47% $350 164 1,224 36% $3 .50 182 1,807 53% $3 .50 114 962 28% • 6 Perfonnance Measures REPORTING REQUIREMENT I Reportin g I Period PERFORMANCE STANDARD I Feb-14 1 Performance CUSTOM ffi SERVICE .. Call Wait Tirre Monthly Not to ex ceed 120 seconds 1:42 -"' -~ .... .. .... . . Abandon Rate Monthly No more than 4.0% 2 .9% Custorrer Satisfaction Mont hly At le ast 75 outbound calls 75 . ·~·· _,_~· .... ,_ Convert Violators to Custorrers OLI<rt er ly 8% or mo re Convert Violators to Custorrers Am..ially 10% or more VIOLATION PROCESSING ····· Response Tirre Monthly Wi t hin 2 business _ days of receipt 0 .9 .. CUSA Violation Collection Rate Quarterl y 70 % or more --··· -. ,.. -,. .. CUSA Violation Collection Rate Am..ially 74 % or more TRAFAC OPERATIONS -· !n_itial _& _S~c~_nd~ry Revie_w ~-Monthly Eq ua l to ~r less th~n 15 .. days 2 * Aate Misread Errors Monthly B::i ua l to or less than 0.4% 0 .1% CAS Response Tirre Monthly 0 :2 0 (mi nutes) per call 0 :06 ACCOUNTING Exceptions M ont hly No more than 3 I 0 INFORMATION Te;HNOLOGY Bac_k-offic~ System U~tirre Mont hly 99 % Av ailability I 100% - Network Uptirre Monthly 99 % Av ailability 100% CUSA = Cofiroute USA ; CAS =Customer Assistance Spec1al 1sts •Plate Mis read Error performance is current after a 60-day ho ld -back pe rio d ; t he reto re , percentage reported here is for 2 months prior to the month of this report. Incoming Call Activity ~-_ F_e_!!_~uar¥_:-_14 January-14 FY INCOMING CALL VOLUME :-J % of - ---- I Total Call Tota l Total Calls !%ofTotal Average Representatives Answered 18,2 10 65 .3 % 19,320 65.9% 17,657 -··· . -··-··· .. ·,·· ·-· IVR Answered 7,007 25.1% 7 ,196 24.6% 6 ,790 *Abandoned Calls =or >20 seconds ' 80 9 2.9 % 822 2.8% 773 **Abandoned Calls -all others 1,85 2 6 .6 % 1,971 6 .7% 1,797 Total Incoming Calls :, 27 ,87 8 29,309 27,018 'This data is used in the Abandoned Calls perfonnance measure . -This data represents all NR abandons and abandons outside the performance measll'"e t h-eshold . Transponder Distribution Status TRANSPONDER DISTRIBUTION ! February-14 I January-14 : FY 2013-14 i --1% of Total l I% of Total : ------~ --- Tags Tags Average To-Date Issued To New Accounts 552 25 .7% 504 21 .6% 650 24.4% . ·--· Add~ional Tags to Existing Accounts 504 23 .5% 518 22 .2% 561 21.1% .. __ ,.,_._ ,._ -. -. _,,. -· -···· ... - Replacerrent Transponders 1,089 50.8% 1,313 56.2% 1,452 54 .5% Total Issued 2,145 r 2,335 I 2,663 J Returned "" ,,. Account aosures 426 26.7% 466 26.6% 474 23 .0% Accounts D:>w nsizing 159 10.0% 174 9.9% 234 11.4% -Defective Transponders 1,0 08 63.3% 1, 114 63 .5% 1,350 65 .6% -. I -. Total Returned 1 ,593 1,754 ~ 2,058 I 7 • • • • • • At the end of February 2014, the 91 Express Lanes had 112 ,945 active customer accounts, with 169,505 transponders assigned to those accounts . 125,000 120,000 115,000 11 0,000 105 ,000 100,000 95,000 Operational Highlights On-road Operations Number of Accounts by Fiscal Year As of February 28 , 2014 11 9,992 Fiscal Year Customer Assistance Specialists (CAS) responded to 82 calls during February. The CAS team received 44 calls to assist disabled vehicles, 8 calls to remove debris and conducted 20 assists or traffic breaks . The CAS provided assistance to 6 accidents in the Express Lanes and 4 accidents in the general-purpose lanes . 8 Financial Highlights 91 Express Lanes Operating Statement YT D as of Februarv 28 2014 YTD Variance Descriotion Actual <1 > Budaet <1 > Dollar$ ·:::7-..1··J· ~· . ." .. l~U ~~l.·J:-Ci.:C~.. -"-.. Operating revenues: Toll revenue 22, 172 ,006.82 $ 21,271 , 190.00 $ 900,816 .82 Fee revenue 5 149,261.94 4 ,380,781 .00 768,480 .94 Total ooeratina revenues 27 321 268.76 25,651 971.00 1 669 297 .76 Iii " ,.. ~' " k Operating expenses: Contracted services 5,259, 197.33 5,364,560.00 105,362 .67 Administrative fee 1,445,087.36 1,444,368.00 (719 .36) Other professional services 588 ,983.25 1,664,864 .00 1, 075 , 880 . 75 Credit card processing fees 512 ,684.48 699,720.00 187,035.52 Toll road account servicing 430 ,044 .15 316,544 .00 (113,500 .15) Other insurance expense 214 ,942.00 166,600.00 (48,342 .00) Toll road maintenance supply repairs 56, 175.88 165,772.00 109,596.12 Patrol services 267 ,063.67 283 ,216.00 16, 152 .33 Building equipment repairs and maint 249 ,534.37 391,446.00 141,911 .63 Other services 5 ,400.00 56,664.00 51 ,264 .00 Utilities 11 ,5 11.93, 13,328.00 1,816.07 Office expense ,. 15 , 155.81 28,242 .00 13,086 .19 Bad debt expense --- Bond Issuance Cost 743 ,7 10.87 344,856.00 (398,854 .87) Miscellaneous <2 > 38 ,676.00 60,811 .00 22, 135.00 Leases 191 119.23 276 560.00 85 440.77 Total operating expenses 10,029 ,286.33 11,277,551.00 1,248,264.67 Deoreciation and amortization <3> 2 559 845.85 -(2 559 845 .85) Ooeratina income (loss) 14 732 136.58 14 374 420.00 357 716 .58 Nonoperating revenues (expenses): Federal assistance grants 989.36 -989 .36 Interest income 385 ,795.86 948,669.00 (562,873 .14) Investment gain on derivative instrument --- Interest expense ,. (3,947 ,975.99) (4,885,816.00) 937 ,840 .01 Other 51 736 .63 -51 736 .63 Total nonooeratina revenues (exoenses (3,509 ,454.14) (3937,147.00) 427 692 .86 Transfers in --- Transfers out --- Net income (loss) $ 11 222 682.44 $ 10 437 273.00 $ 785 409.44 1 Actual amounts are accounted for on the accrual basis of account ing in an enterprise fund . Budget amounts are accounted for on a modified accrual basis of accountin g . 'Miscellaneous expenses include: Bank Service Charg e , Tra nsponder Materials . 'Depreciation and amortization are not budgeted it e ms . Capital Asset Activity Percent(%) 1-i 4 .2 17 .5 6.5 ~;,, . 2.0 (0.0) 64 .6 26 .7 (35.9) (29.0) 66 .1 5.7 36 .3 90.5 13.6 46 .3 NIA (115 .7) 36.4 30 .9 11 .1 NIA 2.5 NIA (59 .3) NIA 19 .2 NIA 10 .9 NIA NIA 7.5 During the eight months ending Februa ry 28, 2 0 14, capital asset activities included $229,671 for the purchase of transponders . 9 • • • • • • ATTACHMENT E m OCTA Orange County Transportation Authority • ,,, Express ~Lanes Status Report March 2014 As of March 31, 2014 • • • Operations Overview Traffic and Revenue Statistics Total traffic volume on the 91 Express Lanes for March 2014 was 1,060,959 . This represents a daily average of 34,225. This is a 2.9% increase in total traffic volume from the same period last year when traffic levels totaled 1,031 ,386 . Potential toll revenue for the month was $3, 106 , 107 which represents an increase of 4.3% from the prior year's total of $2 ,978 , 184. Carpool percentage for the month was 22 .9% as compared to the previous year's rate of 24.4%. Month-to-date traffic and revenue data are summarized in the table below. The following trip and revenue statistics tables represent all trips taken on the 91 Express Lanes and associated potential revenue for the month of March 2014 . Current Month-to-Date (MTD) as of March 31, 2014 ifJ;·· ~'~~'fl.«°l''-"'C:j"'i: '~~~..-;; Mar-14 Sta11tec ~· Mar-13 Yr-to-Yr M'FD MTD ·~ # % MTD % . ' .. Trips ' Actual ,. Projected Variance Variance ' Actual Variance Full Toll Lanes 817 ,977 802 ,160 15 ,817 2.0% 779 ,994 4.9% 3+ Lanes 242 ,992 248 ,133 (5, 141 ) (2.1%) 251 ,392 (3.3%) Total Gross Trips 1,060 ,969 1,050 ,293 10 ,676 1.0% 1,031 ,386 2.9% Revenue " " .. "' ~ .,, :!; . Full To ll Lanes $3 ,040 ,772 $3 ,047 ,065 ($6 ,294 ) (0.2%) $2 ,904 ,658 4.7% 3+ Lanes $65 ,335 $78 ,238 ($12,903 ) (16.5%) $73 ,526 (11 .1%) Total Gross Revenue $3 ,106,107 $3,125 ,303 ($1 9, 197 ) (0.6%) $2 ,978 ,184 4.3% Average Revenue PE!r '('.rip •, " " '· Average Full Toll Lanes $3 .72 $3 .80 ($0.08 ) (2.1%) $3 .72 0.0% Average 3+ Lanes $0 .27 $0 .32 ($0.05 ) (15 .6%) $0 .29 (6.9%) Average Gross Revenue $2 .93 $2 .98 ($0.05 ) (1.7%) $2 .89 1.4 % 2 The 2014 fiscal year-to-date (YTD) traffi c volum e is 2 .2% higher than the same period last year . The 2014 fiscal year-to-date revenue is 4 .2 % hig her than for the same period last year. Year-to- date average revenue per-trip is $2 .94. Fiscal year-to-date traffic and revenue data are sum marized in the table below. The following trip and revenue statistics tables represent a ll trips taken on the 91 Express Lanes and associated potential revenue for the months of July 201 3 th ro ug h March 2014. FY 2013-14 to Date as of March 3 1 , 201 4 ,,. .... .~ ,~~ Trips Full Toll Lanes 3+ Lanes Total Gross Trips Revenue ·~3~jl Full Toll Lanes 3+ Lanes Total Gross Revenue Average Revenue per Trip Average Full Toll Lanes Average 3+ Lanes Average Gross Revenue /!'!'Express •Lanes FY 2013-14 Sta ntec ... YTD YT D Actual Projected 6,932 ,961 6,835 ,524 2,198 ,225 2,235 ,093 9,131 ,186 9,070 ,616 $26 ,219 ,123 $25,840 ,73 0 $611 ,715 $644,09 6 $26 ,830,839 $26 ,4 84 ,82 6 I~ $3.78 $3 .7 8 $0 .28 $0 .29 $2 .94 $2.9 2 FY 2012-13 Yr-to-Yr # % YTD % Variance · Variance Actual Variance 97,437 1.4% 6,760 ,041 2.6% (36 ,868 ) (1.6%) 2,174 ,077 1.1% 60 ,570 0.7% 8,934 ,118 2.2% L J(l" " ' $378,393 1.5% $25 ,131,347 4.3% ($32 ,380 ) (5.0%) $614 ,531 (0.5 %) $346 ,013 1.3% $25 ,745 ,878 4.2% $0 .00 0.0% $3 .72 1.6% ($0 .01 ) (3.4 %) $0 .28 0.0% $0 .02 0.7% $2 .88 2.1% 3 • • • • • • Traffic and Revenue Summary The chart below reflects the total trips breakdown between Full Toll trips and HOV3+ trips for FY 2013-14 on a monthly basis . 1,400 ,000 1,225 ,000 1,050 ,000 GI 875 ,000 E = 0 700 ,000 > 525 ,000 350 ,000 175,000 FY 2013-14 Traffic Volume Overview Jul-13 Aug -13 Sep -13 Oct -13 Nov -13 Dec -13 Jan-14 Feb -14 Mar-14 Apr-14 May-14 Jun-14 Month llFull To ll Lanes •3+ Lan es j The chart below reflects the gross potential revenue breakdown between Full Toll trips and HOV3+ trips for FY 2013-14 on a monthly basis . G> ~.900 ,000 G> > f;!,800 ,000 $2.700 ,000 $2 ,600 ,000 $2 ,500 ,000 Jul-13 Aug-13 Sep-13 Oct -13 Nov-13 Dec-13 Jan-14 Feb -14 Mar-14 Apr-14 May-14 Jun-14 Month I •Full Toll Lan es •3+ Lan es I 4 Eighteen of the peak traffic hours in the eastbo und direction reached or exceeded 90% or more of defined capacity during the month of Marc h 20 14. As demonstrated on the next chart, westbound peak hour traffic volumes top out at 6 1 % of defined capacity. EASTBOUND PEAK-HOUR VOLUMES Monday 03/03114 Tuesday 03104114 Wedn esday 03105114 Thursday 03/06114 Friday 03107/14 PM Time Price HOV Vol. .cap. Prlee HOV Vol . Cap . Price HOV Vol . Cap. Price HOV • Vol . · Cap. Price -HOV Vol , Cap . 1400 -1 500 $4 .40 197 1,463 43% $4.40 225 1,828 54% $4.40 223 1,636 48 % $4.55 277 2,199 65% $3 .10 371 2,955 87% 1500 -1600 $4 .75 435 2,276 67% $3 .70 512 2,736 80% $3 .95 517 2,937 86% $4.45 550 3,106 91% $9.55 647 3,050 90% 1600 • 1700 $4 .55 48 3 3,036 89% $5.80 461 3,067 90 % $7.00 455 3,036 89% $9 .20 463 2,928 86% $9.35 510 3,116 92% 1700 -1800 $4.85 373 2,563 75% $5 .25 435 2,920 86% $6 .50 429 2,946 87% $8.5 5 464 2,864 84% $6.00 467 2,952 87% 1800-1900 $4.75 429 2, 155 63% $3 .60 45 8 2,601 77 % $3 .60 510 2,581 76% $4.40 521 2,66 5 78% $5 .65 497 2,297 68% 1900 -2000 $3.35 251 1,012 30% $3 .35 301 1,573 46% $3.35 339 1,541 45% $4 .85 370 1,779 52% $5 .30 404 1,66 1 49% Monday 03/10114 Tuesday 03111114 Wed nesday 03112/14 Thursday 03113114 Friday 03114/14 PM Time Price HOV Vol . 11 Cap . Price HOV Vol. Cap . Price HOV Vol. Cap. Price HOV Vol . Cap . Price HOV Vol . , Cap. 1400 -1500 $4.40 226 1,88 2 55% $4.40 22 1 1,705 50% $4.40 247 1,741 51% $4.55 298 1,990 59% $3 .10 373 2,726 80% 1500 -1600 $4 .75 513 2,703 80% $3 .70 529 2,808 83 % $3.95 493 2,803 82% $4.45 519 3,022 89% $9 .55 596 2,900 85% 1600 -1700 $4.55 398 2,694 79% $5.80 473 3,06 3 90% $7.00 459 3,062 90% $9 .20 504 2,92 4 86% $9 .35 458 3,083 91 % 1700 -1800 $4.85 419 2,898 85% $5 .25 443 2,909 86% $6.50 428 2,986 88% $8.55 455 2,990 88% $6.00 458 3,005 88 % 1800 -1900 $4.75 460 2,523 74% $3 .60 460 2,583 76% $3.60 498 2,810 83% $4.40 496 2,84 7 84% $5 .65 430 2,321 68 % 1900 -2000 $3 .35 294 1,3 80 41% $3 .35 286 1,435 42% $3.35 336 1,624 48% $4.85 333 1,663 49% $5 .30 41 5 1,695 50% Monday 03117114 Tuesday 03118/14 Wedn esday 03/19114 Thursday 03/20/14 Friday 03/21/14 PM Ti me Price HOV Vol . Cap . Price HOV Vol. Cap . Price HOV Vol . Cap . Price HOV Vol . Cap. Price HOV Vol . Cap. 1400 -1500 $4 .40 217 1,618 48% $4.40 233 1,748 51% $4.40 278 1,827 54% $4.55 297 2,125 63% $3 .10 389 2,862 84% 1500 -1600 $4.75 511 2,637 78% $370 527 2,854 84% $3 .95 524 2,950 87% $4.45 529 3,069 90% $9.55 620 3,098 91% 1600 -1700 $4.55 485 3,064 90% $5.80 496 3,03 2 89% $7.00 513 3,055 90% $9.20 529 3,01 9 89% $9.35 525 3,031 89% 1700-1800 $4.85 405 2,868 84% $5 .25 472 3,027 89% $6 .50 489 3,128 92% $8 .55 410 2,627 77% $6 .00 41 6 2,890 85% 1800-1900 $4.75 473 2,347 69% $3 .60 457 2,526 74% $3.60 489 2,831 83% $4 .40 463 2,645 78% $5 .65 476 2,326 68 % 1900 -2000 $3 .35 258 1,247 37% $3 .35 343 1,589 47% $3 .35 341 1,545 45 % $4.85 349 1,782 52% $5 .30 375 1,607 47 % Monday 03/24/14 Tuesday 03125114 Wedne sday 03126114 Thursday 03127114 Friday 03128114 PM Time Price HOV Vol. Cap. Price HOV Vol, Cap. l?rlce HOV Vol . Cap~ Price HOV Vol. Cap. Price HOV Vol . Cap . 1400 -1500 $4 .40 278 1,727 51% $4 .40 266 1,708 50 % $4.40 274 1,800 53% $4 .55 284 1,898 56% $3 .10 444 2,748 81% 1500-1600 $4 .75 530 2,682 79% $3 .70 567 2,825 83% $3.95 534 2,912 86% $4.45 574 3,110 91% $9 .55 617 2,933 86 % 1600 -1700 $4 .55 509 2,974 87% $5.80 522 3,137 92% $7.00 494 3,11 1 92 % $9 .20 544 3,046 90% $9 .35 568 3,085 91 % 1700 -1800 $4.85 436 2,917 86% $5 .25 466 3,077 91% $6 .50 457 3,024 89% $8 .55 436 2,759 81 % $6.00 455 2,947 87% 1800 -1900 $4.75 485 2,47 6 73% $3 .60 493 2,538 75% $3.60 424 2,444 72 % $4.40 546 2,9 11 86% $5.65 502 2,396 70% 1900 -2000 $3 .35 320 1,177 35% $3 .35 35 4 1,353 40% $3.35 335 1,394 41 % $4 .85 37 1 1,718 51% $5 .30 397 1,61 4 47% Monday 03131 /14 04/02/14 Thursday 04/04/14 PM Time Price HOV Vol . Cap. Vol. Cap. Price HOV Cap . 1400 -1500 $4.4 0 262 1,596 47% 1500 -1600 $4.75 568 2,524 74% 1600 -1700 $4.55 48 2 2,799 82% 1700 -1800 $4 .85 412 2,650 78% 1800 -1900 $4 .75 492 2, 190 64% 1900 -2000 $3 .35 332 1,223 36% dt :::r.:.:-5 • • • • WESTBOUND PEAK-HOUR VOLUMES Mo nday 03103114 Tuesday 03104114 Wednesday 03105114 Thursday 03106114 Fri day 031 07114 AM Time Price HOV Vol. Cap. Price I HOV Vol. Cap . Price HOV V~I . Cap .' Price HOV ,. Vol. Cap. Price HOV Vol . Cap . 0400. 0500 $2.60 290 837 25% $2 .60 321 826 24% $2.60 303 779 23% $2 .60 323 855 25% $2 .60 271 803 24% 0500. 0600 $4.20 511 1,755 52% $4.20 560 1,731 51% $4 .20 559 1,800 53% $4 .20 552 1,761 52% $4 .05 487 1,686 50% 0600 . 0700 $4 .40 514 1,932 57% $4 .40 517 1,952 57% $4 .40 502 1,958 58% $4 .40 513 1,927 57% $4 .20 460 1,803 53% 0700. 0800 $4 .90 369 1,598 47% $4 .90 381 1,788 53% $4 .90 374 1,834 54% $4 .90 389 1,771 52% $4 .75 372 1,650 49% 0800. 0900 $4.40 206 1,456 43% $4.40 277 1,825 54% $4 .40 223 1,681 49% $4 .40 259 1,709 50% $4 .20 238 1,611 47% 0900. 100 0 $3.50 188 1,670 49% $3 .50 179 1,781 52% $3.50 192 1,443 42% $3.50 196 1,539 45% $3 .50 206 1,369 40% Monday 0311011 4 Tuesday 03111114 Wednesday 03112114 Thu rsd ay 0311 3114 Fri day 03 /14114 AM Time Price HOV Vo l. Cap , Price HOV Vol . Cap . Price HOV Vol . Cap. Price ' HOV Vol. Cap . Price HOV Vo l. Cap . 0400. 0500 $2 .60 290 837 25% $2 .60 321 826 24% $2 .60 303 779 23% $2 .60 323 855 25% $2 .60 271 803 24% 0500 . 0600 $4.20 511 1,755 52% $4 .20 560 1,731 51% $4 .20 559 1,800 53% $4 .20 552 1,761 52% $4 .05 487 1,686 50% 0600. 0700 $4 .40 514 1,932 57% $4 .40 517 1,952 57% $4 .40 502 1,958 58% $4 .40 513 1,927 57% $4 .20 460 1,803 53% 0700. 0800 $4 .90 369 1,598 47% $4 .90 381 1,788 53% $4 .90 374 1,834 54% $4 .90 389 1,771 52% $4 .75 372 1,650 49% 0800. 0900 $4 .40 206 1,456 43% $4.40 277 1,825 54% $4 .40 223 1,681 49% $4 .40 259 1,709 50% $4.20 238 1,611 47% 0900 -1000 $3.50 188 1,670 49% $3 .50 179 1,781 52% $3 .50 192 1,443 42% $3 .50 196 1,539 45% $3 .50 206 1,369 40% Monday 03117114 Tuesday 0311811 4 Wednesday 03/19114 Thursday 03/20114 Fr iday 03/21114 AM Time Price HOV Vol . Cap. Price HOV Vol . Cap . P.rlce HOV Vol . Cap . Price HOV Vol. Cap . Price HOV Vol . Cap . 0400. 0500 $2 .60 309 908 27% $2 .60 329 850 25% $2 .60 354 869 26% $2 .60 326 871 26% $2 .60 299 775 23% 0500. 0600 $4 .20 560 1,776 52% $4 .20 556 1,773 52% $4.20 561 1,792 53% $4.20 583 1,863 55% $4 .05 522 1,653 49 % 0600. 0700 $4 .40 493 1,963 58% $4 .40 50 1 1,974 58% $4 .40 506 1,950 57% $4 .40 496 1,866 55% $4 .20 485 1,794 53 % 0700. 0800 $4 .90 380 1,748 51% $4 .90 385 1,786 53% $4 .90 389 1,818 53% $4 .90 397 1,768 52% $4 .75 363 1,526 45% 0800. 0900 $4 .40 231 1,651 49% $4 .40 225 1,665 49% $4 .40 272 1,783 52% $4.40 245 1,659 49% $4 .20 196 1,271 37% • 0900 -1000 $3 .50 194 1,498 44% $3.50 186 1,490 44% $3 .50 206 1,707 50% $3 .50 214 1,563 46% $3 .50 172 1,123 33% Monday 03124/1 4 Tuesday 03125114 Wednesd ay 031261 14 Thursday 03127/1 4 Friday 03 /28114 AM Time Price HOV Vol : Cap. Price HOV Vo l. Cap . Price HOV Vol . C1p . Price HOV Vol . Cap . Price HOV Vol. Cap . 0400. 0500 $2.60 297 843 25% $2.60 317 839 25% $2.60 317 848 25% $2 .60 332 829 24% $2 .60 286 741 22% 0500. 0600 $4.20 557 1,775 52% $4.20 57 7 1,808 53% $4 .20 535 1,760 52% $4 .20 557 1,813 53% $4 .05 525 1,710 50% 0600 . 0700 $4 .40 482 1,910 56% $4 .40 490 1,929 57% $4 .40 482 2,078 61% $4 .40 562 2,046 60% $4 .20 474 1,800 53 % 0700. 0800 $4 .90 397 1,734 51% $4 .90 403 1,824 54% $4 .90 376 1,901 56% $4 .90 383 1,799 53% $4 .75 366 1,562 46 % 0800. 0900 $4 .40 279 1,675 49% $4 .40 297 1,800 53% $4 .40 271 1,889 56% $4 .40 286 1,584 47% $4 .20 262 1,282 38% 0900 -1000 $3.50 226 1,359 40% $3.50 238 1,550 46% $3.50 321 1,644 48% $3 .50 275 1,563 46% $3 .50 255 1,238 36 % Monday 03131114 Tuesday 04/01 114 Wednesday 04102114 Thurs day 04/03114 Fr iday 04104114 AM Time Price HOV Vol . Cap. Price HOV Vol . Cap. Price HOV Vol . Cap . Price HOV Vol . Cap . Price HOV Vol . Cap . 0400 . 0500 $2 .60 279 788 23% 0500. 0600 $4 .20 533 1,790 53% 0600. 0700 $4.40 428 1,570 46% 0700. 0800 $4 .90 304 1, 191 35% 0800. 0900 $4.40 295 1,686 50% 0900. 1000 $3 .50 286 1,853 55% • 6 Perfonnance Measures REPORTING REQUIREMENT I Reporting 1 PERFORMANCE STANDARD i Mar-14 ! Period I ! Performance CUSTOM ER SERVICE -.· .. ·--·-·••TT .... -.. .... . .. ... -· ··-.. .,,. '. .. ... ca11wait Time __ Mont hl y No t to exceed 120 seconds 1 :48 Abandon Rate Mont hl y No rrore than 4 .0% 2.7% Customer Satisfaction Mont hly At least 75 outbound calls 76 Convert Violators to Customers Quart er ly 8% or rrore 8% Convert Violators to Customers Arrual ly 10% or rrore VIOLATION PROCESSING --...... - -~~PO!lse Time Mont hl y Wi th in 2 business days of receipt 1 .0 CUSA Violation Collection Rate Quart er ly 70% or rrore 77% ··-· CUSA Violation Collection Rate Arrua ll y 74% or rrore TRAFFIC OPERATIONS l~it~a_I & ?econdary Reviews _ M_onthly Eq ual to o~ less.than 15 days 2 * Plate Msread Errors M ont _hl y Eq ual to or less _than 0.4% 0 .2% CAS Response Time Monthly 0 :20 (minutes) per call 0:06 ACCOUNTING Exceptions Monthly No rrore than 3 I 0 INFORMATION TS:HNOLOGY _B_~.c~~office_ System Uptime _Mont t11y 9_9 % A v ailability I 100% .. Netw ork Uptime Mont hly 99% A v ailability 99.7% CUSA =Cofiroute USA; CAS =Customer Assistance Spec ia li sts •Plate Mis read Error performance is current after a 60-day ho ld -back pe ri od; th ere fore, percentage reported here is for 2 months prior to the month of this report . Incoming Call Activity i March-14 Fe bruary-14 FY INCOMING CALL VOLUME i - - ---% of -· ----- -. --- Total Calls I Total Total Calls 1%ofTotal Average Representatives Answered 20,148 64 .2 % 18,210 65.3% 18,266 ..... ----. -· --.. --.. --···· ... IVR Answered 7,965 25 .4% 7,007 25.1% 7,068 ·-----*Abandoned Calls =or >20 seconds 858 2.7% 809 2 .9% 797 -· ······ ........... -·-... -Abandoned Calls -all others I 2 ,399 7 .6% 1,852 6 .6% 1,928 Total Incoming Calls :· 31,370 27 ,878 28,060 *This data is used in the Abandoned Calls performance me as ure. -This data represents all IVR abandons and abandons outside the p erformin:e meascre th"eshold . Transponder Distribution Status I March-14 I February-14 I FY 2013-14 I I TRANSPONDER DISTRIBUTION I ---------- I I ' i % of Total : I Tags I % of Total 1 Tags Average To-Date Issued To New Accounts 742 30 .0% 552 25 .7% 673 25 .0% -.-'" -· ---·· Additional Tags to Existing Accounts 533 2 1.6% 504 23 .5% 569 21 .1% ... Replacement Transponders 1 ,198 4 8 .4% 1,089 50.8% 1,450 53 .9% Total Issued 2 ,4 73 I ·' 2,145 I 2,692 I Returned -···· Account aosures 422 22.9% 426 26.7% 475 23 .1% Accounts Downsizing 228 12 .4% 159 10.0% 237 11.5% Defective Transponders 1 ,190 64.7% 1 ,008 63.3% 1,346 65.4% ·-- Total Returned 1 ,840 • 1,593 I 2,058 I 7 • • • • • • At the end of March 2014, the 91 Express Lanes had 113,177 active customer accounts , with 169,885 transponders assigned to those accounts . 125,000 120,000 115,000 110,000 105,000 100,000 95,000 Operational Highlights On-road Operations Number of Accounts by Fiscal Year As of March 31, 2014 114,556 114,138 ... ~ 112,584 112,473 112,929 113,177 Fiscal Year Customer Assistance Specialists (CAS) responded to 94 calls during March. The CAS team received 56 calls to assist disabled vehicles, 12 calls to remove debris and conducted 17 assists or traffic breaks. The CAS provided assistance to 7 accidents in the Express Lanes and 2 accidents in the general-purpose lanes . 8 Financial Highlights 91 Express Lanes Operating Statement YTD as of March 31, 2014 YTD Variance Descriotion Actual 11 > Budaet 11 > Dollar S . if~;-!1:.:,'.P.,'.~2\;' ~';;;}(!~';".<~0 .. ~ Operating revenues: Toll revenue 25, 158 ,06 3.13 $ 23 ,895 , 125.00 $ 1,262,938 .13 Fee revenue 5,908 ,387 .93 5,090 718 .00 817 669.93 Total ooeratina revenues 31 066 451.06 28 985 843. 00 2 080 608.06 f ~' .. ,,. Operating expenses: Contracted services 5,903 ,233.09 6 ,022,630.00 119,396 .91 Administrative fee 1,625 ,723.28 1,624 ,914.00 (809.28) Other professional services 606 ,725 .59 1,953 ,706 .00 1,346 ,980.41 Credit card processing fees 575 ,922 .81 787 , 185.00 211 ,262.19 Toll road account servicing 514 ,504 .11 356 , 112.00 (158 ,392 .11) Other insurance expense 244 ,598 .09 687,425 .00 442,826.91 Toll road maintenance supply repairs 63 ,640.06 191 , 181 .00 127 ,540 .94 Patrol services 409 ,626 .30 318,618 .00 (91,008 .30) Building equipment repairs and maint 303 ,991 .52 427 ,812 .00 123,820.48 Other services 6 ,050 .00 82,497 .00 76 ,447 .00 Utilities .. 12 ,609 .91, 14 ,994 .00 2,384 .09 Office expense 16 ,06 7.81 36 ,241 .00 20 ,173.19 Bad debt expense --- Bond Issuance Cost 743 ,710.87 356 ,713.00 (386 ,997 .87) Miscellaneous 12 > 39 ,423 .13 70 ,035 .00 30,611.87 Leases 237 016.73 311 130.00 74113.27 Total operating expenses 11,302 ,84 3.30 13 ,241 ,193.00 1,938 ,349 .70 Deoreciation and amortization l 3> 2 874 807 .33 -(2 874 807 .33\ Ooeratina income (loss\ 16 888 80 0.4 3 15 744 650 .00 1 144 150.43 Nonoperating revenues (expenses): Federal assistance grants 98 9 .36 -989 .36 Interest income 451 ,54 2.97 1,011,056.00 (559 ,513 .03) Investment gain on derivative instrument --- p p Interest expense (4 ,439 ,400 .96) (5,472,656 .00) 1,033,255.04 Other 54 794.23 -54 794 .23 Total nonooeratina revenues (exoensesl <3 932 074 .40\ (4 461 600 .00l 529,525 .60 Transfers in --- Transfers out --- Net income lloss I $ 12 956 72 6.03 $ 11 283 050.00 $ 1 673 676 .03 'Actual amounts are accounted for on the accrual basis of accounting in an enterprise fund . Budget amounts are accounted for on a modified accrual bas is of accounting . 'Miscellaneous ex penses include: Bank Seniice Charge, Tran sponder Material s. 'Depreciation and amortization are not budgeted items . Capital Asset Activity Percent 1%1 .. 5.3 16.1 7.2 \ 2.0 (0 .0) 68 .9 26.8 (44 .5) 64.4 66 .7 (28 .6) 28 .9 92 .7 15 .9 55 .7 NIA (108 .5) 43 .7 23.8 14.6 NIA 7.3 NIA (55 .3) NIA . 18 .9 NIA 11 .9 NIA NIA 14 .8 During the nine months ending March 3 1, 2014, cap ital asset activities included $257,504 for the purchase of transponders. df,Expre as Lanes 9 • • • • • • ATTACHMENT F m OCTA Orange County Transportation Authority ••Express ~Lanes Status Report April 2014 As of April 30, 2014 • • • Operations Overview Traffic and Revenue Statistics Total traffic volume on the 91 Express Lanes for April 2014 was 1,048 ,806 . This represents a daily average of 34,960. This is a 3.5% increase in total traffic volume from the same period last year when traffic levels totaled 1,012,998 . Potential toll revenue for the month was $3,109,600 which represents an increase of 6 .7% from the prior year's total of $2 ,913,644. Carpool percentage for the month was 22.9% as compared to the previous year's rate of 23 .9%. Month-to-date traffic and revenue data are summarized in the table below. The following trip and revenue statistics tables represent all trips taken on the 91 Express Lanes and associated potential revenue for the month of April 2014 . Current Month-to-Date (MTD) as of April 30, 2014 ~. ~;;r.-: '"~ Apr-14 Stantec ' Apr-13 Yr-to-Yr ~1~.ft·~·~ MTD MTD # % MTD o/o Trips Actual Projected Variance Variance Actual Variance Full Toll Lanes 808,549 775 ,959 32 ,590 4 .2% 770 ,646 4 .9% 3+ Lanes 240 ,257 253 ,681 (13 ,4 24) (5 .3%) 242 ,352 (0 .9%) Total Gross Trips 1,048 ,806 1,029 ,639 19 , 167 1.9% 1,012 ,998 3.5% Revenue '.~.i' ' Full Toll Lanes $3 ,041 ,956 $2 ,949 ,740 $92 ,216 3 .1% $2 ,841,316 7.1% 3+ Lanes $67 ,644 $75 ,955 ($8 ,311 ) (10 .9%) $72 ,327 (6.5%) Total Gross Revenue $3 , 109,600 $3 ,025 ,695 $83 ,906 2.8% $2 ,913 ,644 6 .7% Average Revenue per ·Trip "' Average Full Toll Lanes $3 .76 $3.80 ($0.04 ) (1 .1 %) $3.69 1.9% Average 3+ Lanes $0 .28 $0 .30 ($0.0 2) (6 .7%) $0 .30 (6.7%) Average Gross Revenue $2.96 $2 .94 $0 .02 0 .7 % $2 .88 2 .8% 2 The 2014 fiscal year-to-date (YTD) traffi c vo lum e is 2.3% higher than the same period last year . The 2014 fiscal year-to-date revenue is 4 .5% hig he r than for the same period last year. Year-to- date average revenue per-trip is $2 .94. Fiscal year-to-date traffic and revenue d ata are s um marized in the table below. The following trip and revenue statistics tables represent all trips take n on the 91 Express Lanes and associated potential revenue for the months of July 20 13 th ro ug h April 2014 . FY 2013-14 to Date as of April 30, 2 01 4 ' ./>~ }'-~:?· :Y.~ FY2013-14 Stante c FY2012·13 Yr-to-Yr YTD YTD # % [.\' YTD o/o Trips ~I' Actual Pr ojecte d Variance Variance Actual Variance Full Toll Lanes 7 ,74 1,510 7,6 11 ,482 130,028 1.7 % 7 ,530,687 2 .8% 3+ Lanes 2 ,438 ,482 2,488 ,774 (50 ,2 92) (2.0 %) 2 ,416,429 0 .9% Total Gross Trips 10, 179,992 10, 100 ,256 79 ,736 0 .8 % 9 ,947,116 2.3% Revenue ···:·!kt ' Full Toll Lanes $29 ,261 ,079 $2 8,790 ,470 $470,609 1.6% $27 ,972,664 4 .6% 3+ Lanes $679 ,359 $720,050 ($40 ,69 1) (5 .7%) $686 ,859 (1 .1%) Total Gross Revenue $29 ,940 ,439 $2 9,510 ,520 $429 ,918 1.5% $28,659,522 4.5% Average Revenue per·Trip ~· Average Full Toll Lanes $3 .78 $3 .78 $0.00 0.0% $3 .71 1.9% Average 3+ Lanes $0.28 $0 .29 ($0 .0 1) (3 .4 %) $0.28 0 .0% Average Gross Revenue $2 .94 $2 .92 $0.02 0 .7 % $2 .88 2.1% 3 • • • • • • Traffic and Revenue Summary The chart below reflects the total trips breakdown between Full Toll trips and HOV3+ trips for FY 2013-14 on a monthly basis . 1,400,000 1,225 ,000 1,050,000 Cll 875 ,000 E ::I 0 700 ,000 > 525 ,000 350 ,000 175,000 FY 2013-14 Traffic Volume Overview Ju l-13 Aug -13 Sep-13 Oct -13 Nov -13 Dec -13 Jan-14 Feb -1 4 Mar-14 Apr -14 May-14 Jun -14 Month •Full Toll Lanes •3+ Lane s The chart below reflects the gross potential revenue breakdown between Full Toll trips and HOV3+ trips for FY 2013-14 on a monthly basis . FY 2013-14 Revenue Summa $3 ,300,000 ,,..,..,.-------------------''---------------1 $3,200,000 ~-;411t-~t~-ii"---_:;~--------~~~ttf~?-~ $3 ,100,000 --- $3 ,000,000 <I> ~ $2 ,900,000 <I> > ~ $2 ,800,000 $2.700,000 $2 ,600,000 $2 ,500,000 Jul -13 Aug -13 Sep -13 Oct -13 Nov -13 Dec -13 Jan -14 Feb -14 Mar-14 Ap r-14 May-14 Jun-14 Month I •Full Toll Lan es •3+ Lan es I 4 Thirteen of the peak traffic hours in the eastboun d d irection reached or exceeded 90% or more of defined capacity during the month of April 2014. A s demonstrated on the next chart, westbound peak hour traffic volumes top out at 62% of defined capacity. EASTBOUND PEAK-HOUR VOLUMES Tuesday 04/01/14 Wedn esday 04102/14 Thursday 04/03/14 Friday 04/04/14 PM Time Price j HOV Vol, Cap. Price HOV Vol •, Cap , Price llOV Vo!. Cajl. Price HOV Vol. Cap . 1400-1500 $4 .40 237 1,614 47% $4 .40 285 1,809 53% $4.55 315 1,880 55% $3 .10 431 2,756 81% 1500-1600 $3 .70 504 2,682 79% $3 .95 506 2,884 85% $4.45 569 3,077 91% $9.55 683 3,024 89% 1600 -1700 $5 .80 484 2,914 86% $7.00 507 2,868 84% $9.20 545 2,967 87% $9.35 479 2,531 74% 1700 -1800 $5.25 451 2,777 82% $6.50 420 2,806 83% $8 .55 486 2,888 85% $6.00 505 3,107 91% 1800-1900 $3 .60 436 2,202 65% $3.60 450 2,245 66% $4.40 516 2,641 78% $5.65 469 2,212 65% 1900-2000 $3 .35 295 1,312 39% $3.35 322 1,305 38% $4.85 372 1,574 46% $5.30 388 1,469 43% Monday 04107/14 Tuesday 04/08114 Wedn esday 04109/14 Thursday 04/10114 Friday 04/11/14 PM Time Price ttOV Vol.;~ Cap. Price HOV Vol. Cap. Price HOV Vol :' , Caj>l Price HOV v91. Cap. Price HOV Vol. Cap . 1400 -1500 $4 .40 230 1,657 49% $4 .40 237 1,686 50% $4.40 226 1,743 51% $4 .55 247 1,945 57% $3 .10 364 2,820 83% 1500 -1600 $4.75 514 2,629 77% $3 .70 548 3,004 88% $3.95 510 2,805 83% $4.45 523 3,091 91% $9 .55 613 2,883 85% 1600-1700 $4 .55 451 2,949 87% $5 .80 461 2,962 87% $7.00 475 3,039 89% $9 .20 546 3,102 91% $9.35 502 2,968 87% 1700 -1800 $4.85 421 2,861 84% $5 .25 424 2,864 84% $6.50 422 3,018 89% $8.55 479 3,062 90% $6 .00 418 2,944 87% 1800 -1900 $4 .75 376 2,092 62% $3 .60 466 2,468 73% $3.60 504 2,783 82% $4.40 486 2,775 82% $5 .65 408 2,264 67% 1900 -2000 $3 .35 234 1,061 31% $3 .35 267 1,322 39% $3.35 318 1,656 49% $4 .85 359 1,755 52% $5 .30 348 1,535 45% Monday 04/14114 Tuesday 04115114 Wedn esday 04116114 Thursday 04117/14 Friday 04118114 PM Time Price HOV Vo,.1 Cap. Price HOV Vol. Cap . Price HOV Vol. Cap. Price HOV Vol., Cap. Price HOV Vol. Cap. 1400 -1500 $4 .40 218 1,562 46% $4.40 250 1,733 51% $4 .40 232 1,827 54% $4.55 299 2,080 61% $3 .10 451 3,007 88% 1500 -1600 $4 .75 504 2,556 75% $3 .70 503 2,988 88% $3.95 532 2,998 88% $4 .45 501 3,078 91% $9.55 459 2,457 72% 1600-1700 $4.55 449 3,006 88% $5 .80 439 2,895 85% $7 .00 482 2,948 87% $9.20 497 2,789 82% $9.35 474 2,703 80% 1700 -1800 $4 .85 410 2,823 83% $5.25 427 3,024 89% $6.50 335 2,610 77% $8 .55 502 2,989 88% $6.00 434 2,626 77% 1800 -1900 $4.75 427 2,115 62% $3.60 439 2,474 73% $3 .60 510 3,042 89% $4 .40 549 3,035 89% $5 .65 343 1,723 51% 1900 -2000 $3 .35 232 1,058 31% $3 .35 297 1,442 42% $3.35 325 1,593 47% $4.85 444 2,043 60% $5 .30 311 1,135 33% Monday 04/21/14 Tuesday 04122114 Wedn esday 04/23/14 Thursday 04/24/14 Friday 04/25114 PM Time Price HOV Vol. Cap. Price HOV 'Vol. Cap. Prlce HOV Vol. Cap. Price 1iOV ' Vol. Cap. Price HOV Vol. CSR. 1400-1500 $4.40 276 1,656 49% $4 .40 246 1,718 51% $4 .40 258 1,819 54% $4.55 306 2,040 60% $3.10 428 2,844 84% 1500 -1600 $4 .75 482 2,584 76% $3.70 508 2,907 86% $3.95 458 2,656 78% $4.45 551 3,134 92% $9 .55 622 2,961 87% 1600 -1700 $4 .55 423 2,896 85% $5.80 470 3,114 92% $7 .00 244 1,292 38% $9 .20 539 3,013 89% $9 .35 495 2,949 87% 1700-1800 $4 .85 416 2,818 83% $5.25 448 3,115 92% $6 .50 426 2,787 82% $8 .55 481 3,086 91% $6.00 444 2,934 86% 1800 -1900 $4.75 412 2,212 65% $3 .60 433 2,460 72% $3.60 514 3,067 90% $4 .40 454 2,542 75% $5 .65 451 2,162 64% 1900 -2000 $3 .35 273 1,129 33% $3.35 282 1,248 37% $3.35 285 1,363 40% $4 .85 326 1,630 48% $5.30 360 1,417 42% Monday Tuesday 04129/14 Wedn esday 04/30/14 Thursday 05/01/14 Friday 05/02/14 PM Time Price HOV Price HOV Vol. Cap. Price HOV Vol .. Cap. Price HQV Vol. Cap. 1400 -1500 $4 .40 237 1,542 45% $4 .40 226 1,739 51% $4 .40 230 1,712 50% 1500 -1600 $4.75 525 2,648 78% $3 .70 508 2,863 84% $3 .95 469 2,763 81% 1600-1700 $4 .55 430 2,975 88% $5 .80 422 2,890 85% $7.00 532 3,089 91% 1700-1800 $4.85 420 2,766 81% $5.25 484 3,234 95% $6.50 437 2,949 87% 1800-1900 $4 .75 408 2,051 60% $3 .60 411 2,511 74% $3 .60 442 2,456 72% 1900 -2000 $3.35 260 1, 154 34% $3.35 262 1,252 37% $3 .35 357 1,508 44% 5 • • • • • • WESTBOUND PEAK-HOUR VOLUMES Monday 03/31/14 Tuesday 04/01/14 Wednesday 04/02/14 Thursday 04/03/14 Friday 04104114 AM lime Price HPV Vol. Cap. Price HOV Vol . Cap. Price HOV Vol. Cap. Price HOV Vol , Cap. Price AOV Vol . Cap . 0400-0500 0500-0600 0600 -0700 07 00-0800 0800-0900 0900 -1000 $2.60 285 859 25% $2.60 318 828 24% $2 .60 308 785 23% $2 .60 272 694 20% $4.20 $4.40 $4.90 $4.40 $3.50 552 1,798 53% $4.20 528 477 1,959 58% $4.40 495 369 1,775 52% $4.90 309 242 1,588 47% $4 .40 24 1 23 4 1,300 38% $3.50 271 1,764 52% $4.20 1,998 59% $4 .40 1,506 44 % $4. 90 1,589 47% $4 .40 1,538 45% $3.50 537 528 365 253 274 Monday 04/07/14 Tuesday 04/08/14 Wednesday 04/09/14 Thursday AM lime Price HOV Vol . Cap . Price HOV Vol. Cap . Price HOV Vol . Cap . Price HOV 0400 -0500 $2 .60 289 798 23% $2 .60 349 827 24% $2 .60 329 797 23% $2 .60 326 0500 -0600 $4.20 527 1,787 53% $4.20 581 1,864 55% $4.20 58 1 1,820 54% $4.20 562 1,754 52% $4 .05 2,020 59% $4 .20 1,665 49% $4.75 1,607 47% $4.20 1,383 41% $3 .50 53 1 449 359 213 264 04/10/14 Fr iday Vol . Cap . Price HOV 813 24% $2 .60 278 1,853 55% $4.05 531 1,648 48% 1,693 50% 1,537 45% 1,093 32% 1,179 35% 04/11/14 Vol . Cap . 727 21% 1,752 52% 0600 -0700 $4.40 0700 -0800 $4.90 0800 -0900 $4.40 477 2,114 62% $4 .40 481 2,020 59% $4.40 502 1,985 58% $4 .40 478 2,027 60% $4 .20 428 1,608 47% 333 1,698 50% $4.90 37 4 1,802 53% $4.90 376 1,851 54% $4 .90 378 1, 768 52% $4 . 75 163 441 13% 214 1,628 48% $4 .40 22 4 1,618 48% $4.40 237 1,746 51% $4 .40 213 1,585 47% $4 .20 315 1,573 46% 0900-1000 $3 .50 160 1,605 47% $3.50 194 1,425 42% $3.50 204 1,338 39% $3 .50 166 1,499 44% $3 .50 231 1,813 53% Monday 04/1411 4 Tuesday 04115/14 Wednesday 04116/14 Thursday 04/17/14 Fr iday 04118/14 AM lime Price HOV Vol . 0400 -0500 $2 . 60 303 839 25% $2 .60 331 82 4 24% $2 .60 320 811 24% $2 .60 312 755 22% $2 .60 262 735 22% 0500 -0600 $4 .20 0600 -0700 $4.40 0700 -0800 $4 .90 0800 -0900 $4.40 0900 -1000 $3 . 50 532 1,752 52% $4 .20 463 1,919 56% $4 .40 344 1,739 51% $4.90 238 1,638 48% $4 .40 206 1, 646 48% $3 . 50 583 1, 756 52% $4 .20 549 1,870 55% $4 .20 476 1,940 57% $4 .40 508 1,940 57% $4 .40 379 1,79 1 53% $4.90 370 1,826 54% $4.90 222 1,636 48% $4 .40 202 1,694 50% $4 .40 200 1,612 47% $3 .50 179 1, 454 43% $3 . 50 577 502 362 223 167 1,848 54% $4 .05 2,057 61% $4 .20 1,947 57% $4 .75 1,537 45% $4 . 20 1,214 36% $3 .50 489 378 277 213 233 1,677 49% 1,501 44% 1,368 40% 1,343 40% 1,603 47% Monday 04/21/14 Tuesday 04122/14 Wednesday 04123/14 Thu rsday 04/241 14 Friday 04125/14 AM lime Price HOV Vol . Cap. Price HOV Vol, Cap. Price HOV Vol. Cap. Price HOV Vol . Cap. Price HOV Vol. Cap . 0400 -0500 $2.60 313 880 26% $2 .60 328 842 25% $2 .60 304 755 22% $2 .60 311 823 24% $2 .60 281 734 22% 0500 -0600 $4.20 0600 -0700 $4.40 0700 -0800 $4.90 0800 -0900 $4.40 0900 -1000 $3. 50 528 1,817 53% $4.20 558 512 343 226 179 1,856 55% $4 .20 531 1,854 55% $4 .20 551 1,801 53% $4 .05 498 1,686 50% 475 1,964 58% $4.40 2,082 61 % $4.40 508 1,994 59% $4.40 481 2,060 61% $4 .20 445 1,802 53% 364 1,797 53% $4 .90 1,714 50% $4 .90 244 1,49 5 44% $4 .40 1,723 51% $4 .40 241 1,573 46% $3.50 1,412 42% $3 .50 359 1,777 52% $4.90 211 1,655 49% $4 .40 172 1,371 40% $3 .50 351 242 23 4 Monday 04/28/14 Tuesday 04/29 /14 Wednesday 04130/14 Thu rs day AM lime Price HOV Vol . Cap. Price HOV Vol. Cap. Price HOV Vol. Cap. Price HOV 0400-0500 $2 .60 300 866 25% $2 .60 338 841 25% $2.60 314 814 24% 0500-0600 $4 .20 0600-0700 $4 .40 0700-0800 $4.90 0800-0900 $4.40 0900-1000 $3 .50 df1 E xpreas Lane• 520 1,833 54% $4 .20 504 2,022 59% $4.40 356 1,777 52% $4.90 228 1,6 47 48% $4.40 189 1,457 43% $3 .50 525 1,797 53% $4 .20 543 1,887 56% 478 1,993 59% $4.40 500 2, 005 59% 39 4 1,969 58% $4.90 392 1,910 56% 232 1,808 53% $4 .40 219 1,788 53% 179 1,584 47% $3 .50 187 1,626 48% 1,774 52% $4 .75 1,645 48% $4 .20 1,431 42% $3.50 351 196 174 1,535 45% 1,142 34% 1,154 34% 05/01/14 Fr iday 05/02/14 Vol , Caji . Price HOV Vol . Cap . 6 Perfonnance Measures ' I i Apr-14 REPORTING REQUIREMENT I Reporting I PERFORMANCE STANDARD Period ; I Performance CUSTOM ER SERVICE Call Wait Tirre Mont hly Not to exceed 120 seconds 0:58 Abandon Rate Mont hly No mo re than 4 .0% 1 .7% Custorrer Satisfaction Mont hl y A t lea s t 75 outbound calls 75 Convert Violators to Custorrers Qu..-t ..-ly 8% o r more Convert Violators to Custorrers Am.ial ly 10 % or more VIOLATION PROCESSING Res~on~e Tirre Mont hl y Wit hi n 2 busi_ness days of receipt 1.0 CUSA Violation Collection Rate Qu..-t..-ly 70% or more CUSA Violation Collection Rate Am.ial ly 74 % o r more TRAFFIC OPERATIONS Initial &Secondary Reviews Mont hl y Eq ual to or less than 15 days 2 * Plate Msread Errors Mont hly 8:j ual to or les.s than .0 .4% 0 .1% CAS Response Tirre Mont hly 0:2 0 (mi nutes) per call 0 :05 ACCOUNTING Exceptions Mont hl y No mo re than 3 I 0 INFORMATION TECHNOLOGY _Back-office S~stem Uptirre Mont hl y 99% A vailability I 100% Network Uptirre Mont hl y 99% A vailability 100% CUSA = Cof1route USA ; CAS =Customer Assistance Spec 1ahsts •Plate Mis read Error performance is current after a 60-day ho ld-back pe rio d; thereto re , percentage reported here is for 2 months prior to the month of this report . Incoming Call Activity I April-14 March-14 FY INCOMING CALL VOLUME I -----------·1.·o f -------------- Tota l Call s l Tot a l Total Calls %ofTotal Ave r age Representatives Answered 20,001 67 .0% 20,148 64.2% 18,555 .. IVR Answered 7,329 24 .5% 7,965 25.4% 7,112 *Abandoned Calls =or >20 seconds 507 1.7 % 858 2 .7% 749 -. -. -- **Abandoned Calls -all others 2,031 6 .8% 2 ,3 99 ' 7 .6% 1,946 Total Incoming Calls :, 29,868 31 ,370 28,362 'This data is used in the Abandoned Calls perfonnance meas u re . -This data represents all IVR abandons and abandons outside the p erfo rmance measLre ttreshold . Transponder Distribution Status TRANSPONDER DISTRIBUTION I April-14 [ March-14 FY 2013-14 -T ags I % of Total ! -1--. ---------· ·-·-· Tags l %ofTotal I Average To-Date Issued To New Accounts 821 30 .1% 742 30 .0% 684 25.6% Additional Tags to Existing Accounts 619 22 .7% 533 21 .6% 569 21 .3% ". Replacerrent Transponders 1,292 4 7.3% 1,198 48.4% 1,420 53.1% Total Issued 2,732 ! 2,473 I 2,672 t Returned Account aosures 403 23.6% 422 22 .9% 466 23.1% Accounts D:Jw nsizing 201 1 1.8% 228 12.4% 232 11.5% Defective Transponders 1,105 64 .7% 1,190 64.7% 1,323 65.5% -; -I I Total Returned 1,709 1,840 2,021 7 • • • • • • At the end of April 2014, the 91 Express Lanes had 113,343 active customer accounts , with 170,321 transponders assigned to those accounts . 125,000 120,000 115,000 110,000 105,000 100,000 95,000 Operational Highlights On-road Operations Number of Accounts by Fiscal Year As of April 30, 2014 114,556 114,138 """""' ......... 112,584 112,473 112,929 113,343 Fiscal Year Customer Assistance Specialists (CAS) responded to 71 calls during April. The CAS team received 50 calls to assist disabled vehicles, 7 calls to remove debris and conducted 5 assists or traffic breaks . The CAS provided assistance to 5 accidents in the Express Lanes and 4 accidents in the general-purpose lanes . 8 Financial Highlights 91 Express Lanes Operating Statement YTD as of Aoril 30 2014 YTD Variance Descriotion Actual <11 Budaet <11 Dollar$ .;!Jc, ,. -.. ~' ,. Operating revenues: Toll revenue 28,051 ,429 .44 $ 26,437 ,257 .00 $ 1,614,172 .44 Fee revenue 6,369 ,253 .63 5,708,415 .00 660,838.63 Total ooeratina revenues 34 ,420 ,683 .07 32 , 145 672 .00 2 ,275 011 .07 1 ... ' 11 "' Operating expenses: Contracted services 6,547 ,268.85 6,680,700 .00 133,431 .15 Administrative fee 1,806 ,359.20 1,805,460.00 (899.20) Other professional services 656 ,208 .98 2 ,204, 136 .00 1,547,927 .02 Credit card processing fees 641 ,946 .86 874,650 .00 232 ,703 .14 Toll road account servicing 602 ,573.18 395,680 .00 (206,893 .18) Other insurance expense 274 ,254 .18 708 ,250 .00 433,995 .82 Toll road maintenance supply repairs 75 ,296.80 210,340 .00 135,043 .20 Patrol services 448 ,208 .29 354 ,020.00 (94, 188.29) Building equipment repairs and maint 342 ,040 .81 514 ,272.00 172,231 .19 Other services 6 ,700 .00 83,330 .00 76,630 .00 Utilities 13 ,727.04 16,660 .00 2,932.96 .. Office expense 21 ,950 .89 39 ,115.00 17, 164.11 Bad debt expense --- Bond Issuance Cost 743 ,7 10.87 368,570 .00 (375 , 140.87) Miscellaneous <2> 40 ,6 10.91 73,673 .00 33,062.09 Leases 243 ,444 .23 345 ,700 .00 102,255.77 Prooertv taxes --- Total operating expenses 12,464 ,301 .09 14,674,556 .00 2 ,210,254 .91 Depreciation and amortization 3,181 ,074.77 -13 , 181 074 .77) Ooeratina income lloss \ 18,775 ,307 .21 17,471 , 116.00 1,304,191.21 Nonoperating revenues (expenses): Federal assistance grants 989 .36 -989 .36 Interest income 512 ,84 1.49 1,071 ,546 .00 (558,704.51) Investment gain on derivative i nstrument ---Ir Ir Interest expense (4,930 ,825.93) (6 ,059,496.00) 1, 128 ,670 .07 Other 59 ,671.66 -59,671.66 Total nonooeratina revenues texoenses\ 14 357 ,323 .42\ (4 987 950 .00\ 630 626 .58 Transfers in --- Transfers out --- Net income lloss l $ 14,417 ,983 .79 $ 12 ,483 166.00 $ 1,934,817 .79 'Actual amounts are ac counted for on the accrual ba si s of acco unt ing in an enterprise fund . Budget amounts are acc ounted fo r on a modified accrual basis of accounting. 'Mis cellaneous expenses include: Bond Insurance Costs, Bank Servic e Ch arge , Transponder Materials . 'Depreciation and amortization are not budgeted items . Capital Asset Activity Percent(%) •! 6 .1 11 .6 7.1 ':~ 2.0 (0 .0) 70.2 26.6 (52.3) 61 .3 64 .2 (26.6) 33.5 92 .0 17 .6 43.9 NIA (101.8) 44 .9 29 .6 NIA 15 .1 NIA 7.5 NIA (52 .1) NIA 18 .6 NIA 12.6 NIA NIA 15 .5 During the ten months ending April 30 , 20 14 , capi t al asset activities included $257,504 for the purchase of transponders . 9 • • • •m OCTA • • May30, 2014 To: State Route 91 Advisory Com From: Darrell Johnson, Chief Execu · Subject: Overview The Orange County Transportation Authority annually prepares a long-range plan for improvements along the State Route 91 corridor between State Route 57 and Interstate 15 in Riverside County. The plan includes a listing of potential improvements, preliminary cost estimates, and implementation timeframes. The 2014 State Route 91 Implementation Plan is provided . Recommendation Receive and file as an information item. Background Assembly Bill (AB) 1010 (Chapter 688, Statutes of 2002) requires the Orange County Transportation Authority (OCTA) to annually prepare a plan and a proposed schedule for improvements along State Route 91 (SR-91) between Interstate 15 (1-15) and State Route 55 (SR-55). The preparation of the plan is conducted in consultation with the California Department of Transportation (Caltrans), the Riverside County Transportation Commission (RCTC), the Transportation Corridor Agencies, and the cities of Anaheim, Yorba Linda, and Corona. The intent of the plan is to outline planned improvements that complement operation of toll facilities in the SR-91 corridor that could be partially funded by excess toll revenues. The SR-91 Implementation Plan (Plan) describes projects and transportation benefits, anticipated implementation schedules by milestone year, and costs for major projects through 2035. On September 30, 2008, Senate Bill (SB) 1316 (Chapter 714, Statutes of 2008) was signed into law. This bill built upon AB 1010 to extend the limits of the corridor to State Route 57 (SR-57), authorize RCTC to operate a toll facility Orange County Transportation Authority 550 South Main Street IP. 0. Box 14184 I Orange I California 92863-1584 I (714) 560-0CTA (6282) 2014 State Route 91 Implementation Plan Page2 along the portion of the SR-91 in Riverside County, and extend the timeframe for the operations of the toll lanes to 2065. SB 1316 also permits use of excess toll revenues for congestion relief projects or services along the SR-91 corridor between SR-57 and the Orange/Riverside County line. Discussion OCTA, Caltrans, and RCTC have made significant progress in improving the SR-91 corridor since 2002. Completed projects include: • Green River Road Overcrossing Improvement Project (2009) • North Main Street Corona Metrolink Parking Structure Project (2009) • Eastbound lane addition from State Route 241 (SR-241) to State Route 71 (SR-71) (2010) • Lane addition in both directions between SR-55 and SR-241 (2013) The projects for the Plan have been updated based on the latest Measure M2 Program information, RCTC's ten-year delivery plan, and Proposition 1 B Corridor Mobility Improvement Account information. To update the Plan, OCTA collaborated with Caltrans, RCTC, the Transportation Corridor Agencies, and corridor cities. OCTA also retained an engineering consultant to assist in data collection, information review, and report preparation. The Plan, which includes input from the stakeholders, is provided in Attachment A. The projects are organized by readiness and logical sequencing; however, full funding for all projects has not been secured. Early improvements in the corridor are anticipated to be completed by 2016. The planned projects include: • Metrolink short-term improvements • A new westbound lane at Tustin Avenue Several other projects are slated for implementation between 2017 and 2025, including: • Initial phase of the· Riverside County 91 Corridor Improvement Project (GIP): widen SR-91 by one general purpose lane (GP) in each direction east of Green River Road add collector-distributor roads in the vicinity of the City of Corona add 1-15/SR-91 direct high-occupancy vehicle/high-occupancy toll (HOV/HOT) south connector extend the 91 Express Lanes to 1-15 add southbound HOV/HOT lanes on 1-15 to Ontario Avenue provide system/local interchange improvements • • • • • • 2014 State Route 91 Implementation Plan Page3 Other projects anticipated in this time frame include improvements at the SR-71/SR-91 interchange, widening SR-91 between SR-57 and SR-55, express bus service along the corridor, and providing direct connectors between the 91 Express Lanes and SR-241. Work on the SR-241/91 Express Lanes Connector Project is occurring in concert with the 91 CIP to coordinate timing of construction activities and ensure smooth operation of the 91 corridor between SR-241 and the Orange/Riverside County line. While the estimated funding of approximately $2 billion for these improvements is not reasonably available, project development is progressing to ensure that projects can be ready if funding becomes available. Improvements for implementation by 2035 focus on longer lead time concepts and include: • Ultimate phase of the 91 CIP: widening SR-91 by one GP lane in each direction from SR-241 to SR-71 adding 1-15/SR-91 direct HOV/HOT north connectors adding northbound HOV/HOT lanes on 1-15 to Hidden Valley Parkway extending the southbound HOV/HOT lanes on 1-15 to Cajalco Road improving SR-91 east of 1-15 • Expanding Metrolink service and providing station improvements along the SR-91 and Inland Empire -Orange County rail lines At the request of the Regional Planning and Highways Committee last year, the post-2035 list of improvements has been included in Appendix A of the Plan due to the highly conceptual nature and lack of foreseeable funding for these projects. Appendix A includes an elevated four-lane facility between SR-241 and 1-15 (Corridor A), Anaheim to Ontario International Airport high-speed ground transportation system, and the 1·rvine-Corona Expressway (ICE) from SR-241/State Route 133 to 1-15/Cajalco Road. The projected cost of these mega projects is in excess of $14 billion, and the implementation will require a significant amount of planning, design, external funding, and future policy and public input. Staff continues to monitor the financial viability of the ICE project as requested by the SR-91 Advisory and Riverside Orange Corridor Authority committees. The current economic climate, lack of state and federal transportation funding, and the high construction cost are hampering the implementation of this project. Until considerable advancements are made in efficient and affordable tunneling technology, and more state and federal funding is available, the project will be a challenge to complete . 2014 State Route 91 Implementation Plan Page4 The 2014 Plan includes updated traffic analysis which indicates that planned improvements will decrease congestion and improve peak hour travel speeds overall. Specifically, in the eastbound direction, average travel time through the corridor decreases by 13 percent in 2025. Moving westbound, the travel time decreases by 11 percent beginning in 2016. The same travel times are seen when the full scope of the Riverside County improvements for SR-91 is implemented by 2035. Summary The Orange County Transportation Authority has completed the 2014 State Route 91 Implementation Plan required by AB 101 O and subsequently, SB 1316 legislation. Updates include project schedules, project descriptions, costs, and traffic analysis. The final document will be transmitted to appropriate members of the State Legislature. Attachment A. Draft 2014 State Route 91 Implementation Plan -June 2014 Prepared by: Dan Phu Section Manager, Project Development (714) 560-5907 Approved by: --- Kia Mortazavi Executive Director, Planning (714) 560-5741 • • • • Prepared for: m OCTA In Association with: ---~~ Stantec lb/trans• • TABLE OF CONTENTS ............................................................................................................................................ 1 SECTION 1: 2014 STATUS REPORT AND UPDATE ............................................................................................ 1 SECTION 2: IMPLEMENTATION PLAN ................................................................................................................. 8 PROJECTS BY YEAR 2016 .................................................................................................................................... 9 PROJECTS BY YEAR 2025 .................................................................................................................................. 12 PROJECTS BY YEAR 2035 .................................................................................................................................. 18 SECTION 3: APPENDIX A -CONCEPTS BY POST-2035 ................................................................................... 22 SECTION 4: APPENDIX B -COMPLETED PROJECT EXHIBITS ....................................................................... 26 SECTION 5: REFERENCES .................................................................................................................................. 31 • • &ti 2014 SR-91 IMPLEMENTATION PLAN • SECTION 1: 201 4 STATUS REPORT AND UPDATE • ~~~~~~~~~- INTRODUCTION Previous law authorized the California Department of Transportation (Caltrans) to enter into franchise agreements with private companies to construct and operate four demonstration toll road projects in California. This resulted in the development of the 91 Express Lanes facility in Orange County. The four-lane, 10-mile toll road runs along the median of State Route 91 (SR-91) in northeast Orange County between the Orange/Riverside County line and State Route 55 (SR-55). Since the 91 Express Lanes carried its first vehicle on December 27, 1995, the facility has saved users tens of millions of hours of commuting time (over 50 million hours since 2003). While the 91 Express Lanes facility has improved travel time along the SR-91 corridor, provisions in the franchise agreement between Caltrans and the private franchisee, the California Private Transportation Company (CPTC), prohibited Caltrans and county transportation agencies from adding transportation capacity or operational improvements to the SR-91 corridor through the year 2030 from Interstate 15 (1-15) in Riverside County to the Orange/Los Angeles Counties border. Consequently, the public agencies were barred from adding new lanes, improving interchanges, and adding other improvements to decrease congestion on the SR-91 freeway. Recognizing the need to eliminate the non-compete provision of the franchise agreement, Governor Gray Davis signed Assembly Bill 1010 (Lou Correa) (AB 1010) into law in September 2002, paving the way for much- needed congestion relief for thousands of drivers who use SR-91 to travel between Riverside and Orange Counties each day. The bill allowed the Orange County Transportation Authority (OCTA) to purchase the 91 Express Lanes franchise and eliminate the existing clause that prohibited any capacity-enhancing improvements from being made to SR-91 until the year 2030. The purchase agreement for the 91 Express Lanes was completed on January 3, 2003, placing the road in public hands at a cost of $207.5 million. With the elimination of • the non-compete provision through AB 1010 and the subsequent 91 Express Lanes purchase by OCTA, d:. 2014 SR-91 IMPLEMENTATION PLAN Orange County and Riverside County public officials and Caltrans Districts 8 and 12 have been coordinating improvement plans for SR-91. Senate Bill 1316 (Lou Correa) (SB 1316) was signed into law in September 2008 as an update to the provisions of AB 1010. SB 1316 authorizes OCTA to transfer its rights and interests in the Riverside County portion of SR-91 toll lanes by assigning them to the Riverside County Transportation Commission (RCTC), and authorizes RCTC to impose tolls for 50 years. SB 1316 also requires OCTA, in consultation with Caltrans and RCTC, to issue an annual SR-91 Implementation Plan (Plan) and a proposed completion schedule for SR-91 improvements from State Route 57 (SR-57) to 1-15. The Plans prior to adoption of SB 1316 included a westerly project limit of SR-55. The Plan establishes a program of projects eligible for funding by the use of potential excess toll revenue and other funds. This 2014 Plan is the result of the requirement to provide the State Legislature with an annual Implementation Plan for SR-91 improvements and builds on the 2013 report, which was a major update of the previous annual Implementation Plans. This year's update includes projects that were identified in the 2006 Riverside County -Orange County Major Investment Study (MIS) as well as other project development efforts and funding programs such as the RCTC 10-Year Western County Highway Delivery Plan that outlines a number of projects such as the extension of High Occupancy Toll (HOT) Lanes from the Orange/Riverside County line to 1-15, the California Transportation Commission (CTC) Corridor Mobility Improvement Account (CMIA) that provides a funding source for transportation projects, the extension of the Measure A program that provides funding for transportation projects in Riverside County, and the Renewed Measure M program that provides funding for transportation projects in Orange County. The 2014 Plan includes an overview, identification of issues and needs, time frames for project packages to improve mobility on SR-91, and are listed based on a logical sequence for implementation. Project descriptions include conceptual 1 lane diagrams (as appropriate), cost estimates (in 2014 dollars, or as noted), and discussion of key considerations that need to be addressed in the planning and development of each project. This Plan will provide OCTA, RCTC, and Caltrans with a framework to implement SR-91 and other related improvements. Future annual Plan updates will continue to refine the scope, cost, and schedule of each project included in this version of the Plan. SR-91 CORRIDOR CONDITIONS Project Limits The project study limits encompass the segment of SR-91 from west of the junction of SR-57 and SR-91 in the City of Anaheim in Orange County, to east of the junction of SR-91 and 1-15 in the City of Corona in Riverside County. The freeway segment is approximately 20.3 miles long, and includes approximately 12.7 miles within Orange County and approximately 7.6 miles within Riverside County. Traffic Conditions Summary A review of traffic conditions in the Corridor indicates that the existing carrying capacity of the facility is inadequate to accommodate current and future peak demand volumes, and that Level of Service (LOS) F prevails in the peak direction during the entire peak period, where LOS F is defined as the worst freeway operating condition and is defined as a density of more than 45 passenger cars/lane/mile. The results also indicate that there are several physical constraints that generate unacceptable traffic queues. The following list summarizes the deficiencies identified along the SR-91 Corridor: •!• Heavy traffic volumes from 1-15 (North and South) converge with SR-91. The weaving and merging condition is complicated by the close proximity of the Westbound (WB) Main Street off-ramp. •!• High demand from several on-ramps within the eastern segment exacerbates traffic conditions during peak hours. •!• High traffic volumes from Gypsum Canyon Road and Santa Ana Canyon Road contribute to congestion on the mainline. •!• One of the two EB lanes from The Eastern Transportation Corridor (State Route 241) is dropped ~ 2014 SR-91 IMPLEMENTATION PLAN at the merge to State Route 91 (SR-91), causing additional congestion in the EB direction. • •!• Heavy traffic reentering the freeway merges at slow speeds from existing WB and EB truck scales, impacting the general-purpose lanes. •!• SR-55 merges with SR-91. An EB lane on SR-91 is dropped (as a dedicated exit) at Lakeview Avenue and a second EB lane is dropped (as a dedicated exit) at Imperial Highway creating a weave condition. •!• WB SR-91 drops a GP lane and a 91 Express Lane to SB SR-55, which contributes to mainline congestion. This drop also occurs on the left-hand side of SR-91 as opposed to the typical right-hand connector exit. •!• High demand from Weir Canyon Road, Imperial Highway and Lakeview Avenue increases delay during the peak hours. •!• WB traffic entering SR-91 at Lakeview Avenue to southbound (SB) SR-55 contributes to mainline congestion by weaving through three lanes on WB SR-91. PRO.JECT SUMMARY Many of the projects and concepts identified in this 2014 Plan are based on the MIS that was completed in January • 2006. The projects and concepts are presented based on potential implementation schedules and priorities established in the MIS as well as through subsequent project development. Table 1 summarizes the various pending, potential concepts, and completed projects in the 2014 Plan, and they are outlined below by implementation/construction schedule (see Section 2 for detailed pending projects, Section 3 Appendix A for concept project summaries, and Section 4 Appendix B for completed project summaries): •!• The first set of projects is anticipated to be completed by 2016 and includes two improvements at a total cost of approximately $99.2 million. The projects include the Metrolink short-term expansion plan and a new SR-91 WB auxiliary lane at Tustin Avenue. These projects are in the process of final design, construction, or procurement and implementation, as noted in the project summaries. •!• Five projects for implementation by 2025 include the Initial SR-91 Corridor Improvement Project (CIP) that. will widen SR-91 by one GP lane in each direction 2 • • east of Green River Rd, add collector-distributor (CD) roads and direct south connectors at 1-15/SR- 91, extend the 91 Express Lanes to 1-15, and provide system/local interchange improvements; a State Route 241 (SR-241 )/91 Express Lanes connector; Express Bus improvements; interchange improvements at SR-71/SR-91; and SR-91 widening improvements between SR-57 and SR-55. OCTA, RCTC, and Caltrans has initiated preliminary planning activities for these projects to ensure readiness when local, state, or federal funding becomes available. Some of the 2025 projects are funded and underway in various stages of project development. Projects for implementation by 2025 would cost approximately from $1.9 billion to $2.16 billion. •!• Projects for implementation by 2035 focus on longer-lead time projects and include: a potential new interchange or overcrossing at Fairmont Boulevard; a significant expansion of Metrolink service; and the Ultimate SR-91 CIP that includes widening SR-91 by one GP lane in each direction from SR-241 to SR-71, 1-15/SR-91 Direct North Connector, extension of Express Lanes on 1-15 and SR-91 improvements east of 1-15. •!• Long-range concepts for potential implementation by Post-2035 in Appendix A include an elevated 4- lane facility (MIS Corridor A) from SR-241 to 1-15, the Anaheim to Ontario International Airport Maglev High Speed Rail, and the Irvine-Corona Expressway (ICE) 4-lane facility from SR-241 /SR- 133 to 1-15/Cajalco Road (formerly known as MIS Corridor B). These three multi-billion dollar potential concepts require a significant amount of planning, design, and future policy and public input. In some cases, these concepts may include previous projects as components, such that all concepts within this summary may not be implemented. Traffic Analysis For the 2014 Plan, the traffic analysis for major SR-91 • capacity projects has been updated from the 2013 Plan. This analysis used the latest freeway operations ~ 2014 SR-91 IMPLEMENTATION PLAN Table 1 -SR-91 Implementation Plan Projects Project . . Cost No. Proiect Summary (Implementation Year) ($M) Projects By Year 2016 1 Metrolink Short-Term Expansion Plan (2014) 54 2 SR-91 WB Lane at Tustin Avenue (2016) 45.2 SUBTOTAL 99.2 Projects By Year 2025 3 Initial Phase CIP: Widen SR-91 by One GP Lane in 1,312 Each Direction East of Green River Rd, CD Roads and 1-15/SR-91 Direct South Connector, Extension of Express Lanes to 1-15 and System/Local Interchange Improvements (2017) 4 SR-241/91 Express Lanes Connector (2018) 180 5 Express Bus Improvements Between Orange County 9.5 and Riverside County (2020) 6 SR-71/SR-91 Interchange Improvements (2020) 122.7 7 SR-91 between SR-57 and SR-55 (2025) 278-532 SUBTOTAL 1,902- 2,156 Projects By Year 2035 8 Fairmont Boulevard Improvements (Post-2025) 76.8 9 Metrolink Service and Station Improvements (2030) 335 10 Ultimate CIP: Widen SR-91 by One GP Lane in Each TBD Direction from SR-241 to SR-71, 1-15/SR-91 Direct North Connector, Extension of Express Lanes on 1-15 and SR-91 Improvements East of 1-15 (2035) SUBTOTAL 412+ Appx. . Cost A Concept Summary (Implementation Year) ($M) Concepts By Post-2035 A-1 Elevated 4-Lane Facility (MIS Corridor A) from SR-241 2,720 to 1-15 (Post-2035) A-2 Anaheim to Ontario International Airport Maglev High 2,770- Speed Rail (Post-2035) 3,200 A-3 Irvine-Corona Expressway (ICE) 4-Lane Facility from 8,855 SR-241/SR-133 to 1-15/Cajalco Road ( Post-2035) SUBTOTAL 14,350- 14,780 Appx. Completed Project Summary Since 2006 Cost B (Constructed Year) ($M) B-1 Green River Road Overcrossing Replacement (March 24.3 2009) B-2 North Main Street Corona Metrolink Station Parking 25 Structure (June 2009) B-3 Eastbound Lane Addition from SR-241 to SR-71 51.2 (September 2010) B-4 Widen SR-91 between SR-55 and SR-241 by Adding a 85.2 5111 GP Lane in Each Direction (January 2013) 3 software model available from UC Berkeley and traffic data calibrated to reflect new traffic patterns since the 2013 Plan. This freeway operations model provides a better depiction of actual travel delays experienced by motorists compared to traditional travel demand models. The model can be used to analyze freeway bottlenecks sometimes neglected in traditional travel demand models. This approach is especially important given high SR-91 traffic volumes and the potential for relatively few vehicles to significantly slow down traffic. For example, a minor freeway merging area can cause many vehicles to slow, cascading delay through the traffic stream, and suddenly both speed and volume rapidly decrease for major segments of the freeway. The operations analysis quantified travel time savings for WB morning and EB afternoon conditions for the following major capacity enhancing projects: •!• New SR-91 WB/EB lanes from SR-71 to 1-15 by 2017 (Initial CIP, Project 3). •!• SR-241 /91 Express Lanes connector with lanes to Coal Canyon on SR-91 by 2018 (Project 4). •!• SR-91 EB lane between SR-57 and SR-55 by 2025 (Project 7). •!• New SR-91 WB/EB lanes, various segments, from SR-241to1-15 by 2035 (Ultimate CIP, Project 10). The WB morning (a.m.) traffic analysis results indicate that for the year 2016 forecasts, travel times in Riverside and Orange Counties are anticipated to improve slightly (by about 6 minutes), though with bottlenecks anticipated at the Orange-Riverside County line and at the SR-55 interchange. A minor bottleneck is shown at the SR-241 interchange. The main bottlenecks in Riverside County have decreased because of the completion of proposed projects, though some congestion is still forecasted. In the year 2025 forecast, WB bottlenecks occur at Main Street, the Orange-Riverside County line, at the SR-241 interchange, and at the SR-55 interchange which results in an increase in travel time, mostly within Riverside County from about 15 minutes in 2016 to approximately 45 minutes in 2025. Assuming Corridor A and the ICE are not constructed by 2035, bottlenecks appear at Main Street, just east of the SR-71 interchange, at the Orange- Riverside County line, at the SR-241 interchange, and at the SR-55 interchange. With completion of the ultimate CIP project, Riverside County travel times improve d:. 2014 SR.,.1 IMPLEMENTATION PLAN dramatically with reduction to near 2016 levels. For all forecast horizon years, travel times in Orange County • remain relatively unchanged between Existing (2012) and 2035. OCTA has initiated a study to address the operation aspects at the WB SR-91 to SB SR-55 movement as well explore multi-modal opportunities on or adjacent to the SR-91 corridor that would relieve congestion. The EB evening (p.m.) traffic analysis indicates that for the year 2016 forecasts, bottlenecks are shown just before the SR-55 interchange, at the Orange-Riverside County line, and at Lincoln Avenue, resulting in increased corridor travel times of approximately 25 minutes. In the year 2025 forecast, EB bottlenecks are still shown west of the SR-55 interchange and at the Orange-Riverside County line. The bottleneck at Lincoln Avenue and queuing in Riverside County have largely decreased because of the completion of proposed projects, though some congestion is still forecasted, but corridor travel times are forecast to be less than existing conditions. For the 2035 horizon year, bottlenecks appear at SR-55, at the SR-241 interchange, and at Lincoln Avenue. The 2035 Riverside County travel times remain consistently low for EB SR-91 in Riverside County. Figures 1-1 and 1-2 below show the • travel times by horizon year. • 4 • • • Figure 1-1 -Mainline Westbound SR-91 from 1-15 to SR-57 A.M. Peak Hour Average Travel Time Mainline Westbound SR-91 From 1-15 to SR-57 AM Peak Hour Average Travel Time (in Minutes) 120 100 80 60 40 20 0 Existing {2012) 201 6 2025 2035 O Orange County O Riverside County Figure 1-2-Mainline Eastbound SR-91 from SR-57 to 1-15 P.M. Peak Hour Average Travel Time Mainline Eastbound SR-91 from SR-57 to 1-15 PM Peak Hour Average Travel Time (in Minutes) 120 100 80 60 40 20 0 Existing (2012) 2016 2025 2035 O Orange County O River sk::je County PRO.JECT ACCOMPLISHMENTS Completed Construction/Improvement Projects Much progress has been made since the initial 2003 SR-91 Implementation Plan was approved . The 2014 Plan includes select completed project exhibits as a historical reference , see Section 4 Appendix B. As of June 2014 , the following physical improvements have been constructed/implemented : •!• Repave and seal pavement surfaces , restripe , and replace raised channelizers on the 91 Express Lanes . ~ 2014 SR-91 IMPLEMENTATION PLAN 5 •!• EB SR-91 restr ipe and median barr ier reconstruct io n project that removed the CHP enforcement area and extended the EB aux il iary lane from SR-7 1 to the Serfas Club Drive off-ramp . •!• WB auxi li ary lane extens ion between the County lin e and SR-241. Th is project eliminated the lane drop at the 91 Express Lanes and extended the exis ting auxil iary lane from the County line to SR-241 in the westbound direction . This improvement minimize d the traffic delays at the lane drop area , resulting in improved veh icle progression . •!• WB restripe project extended the auxiliary la ne between SR-71 and the County line resul ti ng in a ne w cont inuous auxiliary lane between SR-71 & SR-241 . •!• Express Bus improvements are imp lemented fo r the Galleria at Tyler to South Coast Metro route and Village at Orange to Rivers ide/Corona service . •!• Safety Improvements at the Truck Scales. Exist in g shoulders were improved , lanes were re-strip ed, illum inat ion improved , and signage was mod ified in to and out of the EB facilit ies . •!• Green River Road overcrossing replacement (S ee Section 4). •!• Metrolink parking structure at the North Main Str eet Corona Metrolink Station (See Section 4). •!• EB SR-91 lane add ition from SR-241 to SR -71 (S ee Sect ion 4). •!• New SR-91 WB /EB travel lanes between SR-55 and SR-241 (See Section 4 ). These pro jects provide enhanced freeway capacity and improved mobility for one of the most congested segme nts of SR-91 . The completed EB SR-91 lane addit ion project from SR- 241 to SR-71 (See Section 4) has greatly enhan ced highway operations. This accounts for some of th e improvement in ex isting EB p.m. peak hour travel time from appro ximately 70+ minutes in 2010 to approx ima tely 50 minutes in 2012 (for the baseline travel time). In addit ion , there are two projects that are currently in the construct ion phase that have a direct impact upon SR -91 widen ing projects. The first is the $2 billion U.S. Army Corps of Eng ineers (Corps) Santa Ana River Ma ins tem (SARM) improvement project that prov ides fl ood protection from the recently improved Prado Dam (ne ar SR-71) to the Pacific Ocean. As part of the Corps ' proje ct, existing riverbanks are being improved due to the ~ 2014 SR-91 IMPLEMENTATION PLAN inc reased capacity of the Prado Dam outlet works , which ca n now release up to 30 ,000 cubic feet per second (cfs) • co mpared to the prev ious facility capacity of 10 ,000 cfs. Th e only remain ing segment of the Santa Ana River to be im proved is Reach 9 Phase 2A , wh ich includes areas al ong SR-91 from just east of the Coal Canyon Wildlife Corridor Crossing to SR-71 . SR-91 project design teams ha ve coordinated with the Corps , Ca ltrans , and other fe dera l, regional , and local agencies in order to ac commodate future SR-91 improvements by the Corps ba nk protection project with in Reach 9 by relocating the Santa Ana River . Th is wi ll greatly enhance the ability of Caltrans and other regional transportation agencies to implement many of the SR-91 improvement projects listed herei n. The Corps SARM Reach 9 improvements were under construction as of September 2009 with Amer ican Recovery and Re investment Act (ARRA) "st imulus " fu nding and were largely completed by June 2014 . The other project with a direct impact to SR-91 is the $120 milli on Santa Ana Regional Interceptor (SARI) sewer trunk li ne relocation . The exist ing SARI line is within the Santa An a River floodplain and is in jeopardy of fa ilure due to scour from the potential increased flood releases by the afo rementioned Corps project. In order to relocate the pro posed 48 -inch diameter SARI li ne outs ide of the fl oodplain , which is immed iately adjacent to SR-91 , hi ghway R/W was relinquished to the Orange County Flood Control District (OCFCD) for location of the SARI li ne. SR-91 project teams have coordinated with the OCFCD , Caltrans , and other federal , regional , and local agencies in order to accommodate planned SR-91 improvements with in the remaining State R/W subsequent to relinqu ishment. This project is currently in the construction phase and is scheduled to be completed by mid-2014 . Completed Designs and other Reports In addition to the physical improvements in the corridor , there are various project development phase documents (Feas ibility Reports , Studies , PSR , PNED , or PS&E) that are comp leted , or are in draft form and ant icipated to be approved that identify improvements that will provide improved mobility . These documents include (also see Section 5): •!• MIS - Final Project Report : Local ly Preferred Strategy Report (January 2006). • •!• Project Study Report "On Route 91 from State Route 241 in Orange County to Pierce Street in the City of. Rivers ide in Rivers ide County " (October 2006). 6 • • •:• Renewed Measure M Transportation Investment Plan (November 2006). Project Study Report for SR-71/SR-91 Interchange (December 2006). •:• RCTC 10-Year Western County Highway Delivery Plan (December 2006). •:• SR-91 Feasibility Study from SR-57 to SR-55 (June 2009). •:• SR-91/Fairmont Boulevard Feasibility Study (December 2009). •:• Corridor System Management Plan (CSMP) Orange County SR-91 Corridor Final Report (August 2010). •:• Renewed Measure M Early Action Plan, approved August 2007 and subsequently renamed as the Capital Action Plan (April 2011). •:• PSR-PDS for SR-241/SR-91 Connector (January 2012). •:• PS&E for Initial SR-91 CIP Project (2014). Updates from the 2013 SR-91 Implementation Plan In addition to the improvements and progress noted above, the following items that were included in the 2013 SR-91 Implementation Plan have been modified for the 2014 Plan update: •:• Project schedules have been revised within the horizon year timelines. The 2015 horizon year is updated to 2016. •:• Various project descriptions, costs, and schedules have been updated from the 2013 Plan based on continued project development. •:• Projects that were identified for implementation by Post-2035 are now defined as Concepts by Post- 2035 and are located in Appendix A. IC:::E STATUS SUMMARY The ICE concept (see Concept #A-3) was conceived as part of the MIS and was established as part of a suite of projects to support future peak demand volumes between Riverside and Orange Counties. ICE was further e 2014 SR-91 IMPLEMENTATION PLAN evaluated in 2009 for financial and geotechnical feasibility. Seven (7) primary feasibility issues were considered: •:• Geologic, hydrogeologic/hydrologic, and geotechnical conditions •:• Corridor concepts (full tunnel and partial tunnel/partial surface road) •:• Tunnel configuration •:• Tunnel excavation and support methods •:• Tunnel systems (e.g. ventilation, emergency fire system, operation building, toll system, etc.) •:• Construction considerations •:• Construction, Operation & Maintenance (O&M) costs At the conclusion of the financial and geotechnical feasibility study in 2010, the Riverside-Orange Corridor Authority Board (ROCA) directed staff to shelve the project due to its high construction cost and the difficult economic climate, and to reevaluate the concept on an annual basis during the preparation of the SR-91 Implementation Plan. The National Forest Service has continued monitoring of the ground water level along the preliminary alignment of the tunnel and has not found any significant changes since 2010. The technological ability to construct the large-diameter tunnels is currently available; however, the cost of tunnel boring machines (TBM) required to construct this project has not been reduced significantly. In general, no significant changes to the seven feasibility issues considered for the ICE concept have occurred over the last four years. Conclusion An assessment of current economic conditions, lack of state and federal transportation funding; and the high construction cost is hampering the ability of OCTA and RCTC to implement this concept. Until considerable advancements are made in regards to efficient and affordable tunneling technology, and more state and federal funding are made available, the concept will remain a challenge to implement. 7 SECTION 2: IMPLEMENTATION PLAN ~~~~~~~~~~~~~~~~~~- OVERVIEW The 2014 Plan describes projects, implementation schedules, key consideration, benefits, and costs (in 2014 dollars, or as noted) for major projects and concepts through Post-2035. Most of the projects and concepts identified in this Implementation Plan are based on the MIS that was completed in January 2006. The projects and concepts are presented based on potential implementation schedules and priorities established in the MIS and subsequent updates. The schedules for implementation of the packages of projects include 2016, 2025, and 2035. The 2016 projects are capable of being implemented through the project development process with minimal to moderate environmental constraints. Some of the longer-range projects for 2025 and 2035 require more significant planning and environmental assessment prior to design. •!• Conceptual Engineering = Pre-Project Study Report {Pre-PSR) -Conceptual planning and engineering for project scoping and feasibility prior to initiating the PSR phase. •!• Preliminary Engineering = Project Study Report {PSR) -Conceptual planning and engineering phase that allows for programming of funds. •!• Environmental = Project Approval/Environmental Document (PA/ED) -The detailed concept design that provides environmental clearance for the project and programs for final design and right of way acquisition. The duration for this phase is typically 2-3 years. •!• Design = Plans, Specifications and Estimates (PS&E) -Provide detailed design to contractors for construction bidding and implementation. •!• Construction = The project has completed construction and will provide congestion relief to motorists. • Each of the project or concept improvements includes an estimate of project schedules. It is important to note that implementing various time saving measures, such as design-build or contractor incentives for early completion, may potentially reduce project schedules. The implementation phases are defined as follows: The intent of these Implementation Plan project packages • is to provide an action list for OCTA, RCTC and Caltrans to pursue in the project development process or for initiating further studies. Figure 2-1 -SR-91 Project Study Area from SR-57to1-15 PLi\t~ENTIA ~ 2014 SR-91 IMPLEMENTATION PLAN 8 • • • The first set of projects will be completed by 2016 and includes two (2) improvements at a total cost of approximately $99.2 million (in 2014 dollars, or as noted). The two projects include the Metrolink short-term expansion plan and the SR-91 WB lane at Tustin Avenue. Further details for each of the projects are included following the summary below. Project No. Project Summary (Implementation Year) Cost ($M) Metrolink Short-Term Expansion Plan (2014) 54 2 SR-91 WB Lane at Tustin Avenue (2016) 45.2 SUBTOTAL 99.2 Figure 2-2 -Summary of Projects for Implementation By 2016 PLACENTIA A 2014 SR-91 IMPLEMENTATION PLAN 9 Metrolink Short-Term Expansion Plan Project No: 1 Anticipated Completion: 2014 Project Description • Orange County Transportation Authority (OCTA), working with the Riverside County Transportation Commission (RCTC), San Bernardino Associated Governments (SANBAG), and the Southern California Regional Rail Authority (SCRRA), plans a short-term expansion of train Project Cost Estimate* Stations Equipment Total OCTA Costs Project Schedule To be completed by 2014 * Costs from OCTA $ 27,000,000 $ 27,000,000 $ 54,000,000 service from the Inland Empire to Orange County. Additional trains are planned on the Inland Empire -Orange County (IEOC) Line that currently runs between San Bernardino, Riverside, and Orange counties as well as the "91 Line" that goes from the Inland Empire to Los Angeles via Orange County, paralleling SR-91. Currently, there are sixteen (16) daily trains that run on the IEOC Line and nine (9) trains running on the 91 Line for a total of 25 daily trains. The short-term expansion adds two (2) additional IEOC trains and four (4) additional 91 Line trains by 2014 for a total of 31 daily trains, subject to negotiations with Burlington Northern Santa Fe (BNSF), RCTC, and Los Angeles County Metropolitan Transportation Authority (LACMTA). The planned short-term expansion is necessary to accommodate population and employment growth in the region and will make the current service more convenient. Key Considerations Capital costs necessary for this expansion include the purchase of engines and coaches to operate the new service as well as a new station in the City of Placentia. OCTA costs are estimated at $54 million. The long-term plan (by 2030) adds more service and requires a significant capital investment. The City of Anaheim is also proposing Anaheim Canyon Station improvements for a second track and platform to be implemented in Fall 2017 as part of the long-term plan. The City of Placentia is currently in the environmental phase for a new Metrolink commuter rail passenger station and parking lot to be constructed by mid-2017 as part of the long-term plan. Coordination has been ongoing with the Metrolink extension studies (see also Project #9 for long-term details). Benefits Enables development of expanded Metrolink Service and improves efficiency, which will contribute to congestion relief on SR-91. Current Status SCRRA equipment procurement is complete with the Rotem Company for the purchase of trailer and cab cars, and also with MotivePower, Inc. for locomotives. PLACENTIA ' -·1· .... ···-............... . II(~ )Ii Trains to i Los Angeles __.,./ via FuNerton I r,AANCiE ' ' YC:f::BA LINDA DAILY TRAINS Year2012: 16 Year 2014: 20 DAILY TRAINS Year 2012: 25 Year 2014: 31 rt ns of ttiis map co yrighted by Thomas Bros Maps an ~· 2014 SR-91 IMPLEMENTATION PLAN t L~"'"\ CORONA '\, \ ../ New train engines and coaches ../ $54 million t~ORCO 10 • • • • Project No: 2 Anticipated Completion: 2016 Project Cost Estimate* Capital Cost Support Cost R/WCost Total Project Cost Project Schedule Preliminary Engineering Environmental Design Construction $ 23, 100,000 $ 15,419,000 $ 6,717,000 $ 45,236,000 Completed Completed Completed 2014-2016 * Schedule is derived from April 2012 OCTA Capital Action plan. Costs are from 2012 Caltrans Estimate at Completion. LEGEND -Existing Highway -Interchange/Ramp -County Line -HOV or HOT Lane ~. --::.1 Existing Lane -Proposed Improvement Lane On Off SR-91 WB Lane at Tustin Avenue Project Description The project will add a westbound (WB) auxiliary lane on SR-91 beginning at the northbound (NB) SR-55 to WB SR-91 connector through the Tustin Avenue interchange. Key Considerations Build Alternative 3 was selected from the Project Study Report (PSR), On Westbound (WB) SR-91 Auxiliary Lane from the Northbound (NB) SR-55/WB SR-91 Connector to the Tustin Avenue Interchange, and requires additional right-of-way. City of Anaheim utilities are within close proximity of the proposed widening section. Widening of the Santa Ana River bridge is required. Coordination with the City of Anaheim occurred for widening of Tustin Avenue and the WB SR-91 Off-Ramp that was completed in early 2011. Benefits The project would reduce or eliminate operational problems and deficiencies on this section of WB SR-91 including weaving and merging maneuvers. This project would also address choke-point conditions, which are caused primarily by extensive weaving between the NB SR-55 to WB SR-91 connector and the WB SR-91 off-ramp to Tustin Avenue. Current Status Preliminary engineering was completed and approved by Caltrans. The environmental phase was completed in November 2010, and design was completed in mid-2013. Construction was initiated in February 2014. The project received $14M from the Proposition 18 State-Local Partnership Program (SLPP), $14M from Measure M, with the balance from Regional Improvement Program (RIP) funds. Tustin Av Lakeview Av Off On Off On -----l - On Off • flt 2014 SR-91 IMPLEMENTATION PLAN 11 PROJECTS BY YEAR 2025 ~~~~~~~~~~~~~~~~~~~~~~ Projects for implementation by 2025 include the Initial Phase SR-91 Corridor Improvement Project (CIP) that includes • widening SR-91 by one general purpose (GP) lane in each direction east of Green River Rd, collector-distributor (CD) roads and direct south connectors at 1-15/SR-91, extension of 91 Express Lanes to 1-15, and system interchange improvements; Express Bus improvements; the SR-241/91 Express Lanes direct connector; the interchange improvements at SR-71/SR-91; and SR-91 improvements between SR-57 and SR-55. OCTA, RCTC, and Caltrans have initiated preliminary planning activities for these projects to ensure readiness when local, state, or federal funding becomes available. Consequently, there may be opportunities to advance these projects if additional funding is made available. However, the SR-91 CIP Initial Phase (Project #3) is currently under construction through a Design-Build contract. Projects for implementation by 2025 are expected to cost approximately $1.9 billion to $2.16 billion (in 2014 dollars, or as noted). Some of these projects may become components of 2035 projects. Project No. Project Summary (Implementation Year) Cost ($M) 3 Initial Phase CIP: Widen SR-91 by One GP Lane in Each Direction East of Green River Rd, CD Roads and I-1,312 15/SR-91 Direct South Connector, Extension of Express Lanes to 1-15 and System/Local Interchange Improvements (2017) 4 SR-241/91 Express Lanes Connector (2018) 180 5 Express Bus Improvements Between Orange County and Riverside County (2020) 9.5 6 SR-71/SR-91 Interchange Improvements (2020) 122.7 7 SR-91 between SR-57 and SR-55 (2025) 278-532 SUBTOTAL 1,902 -2,156 Figure 2-3 -Summary of Projects for Implementation By 2025 "'ORB.AL r·JDA ~ 2014 SR-91 IMPLEMENTATION PLAN 12 • • • Project No: 3 Anticipated Completion: 2017 Project Cost Estimate* Total Capital Cost $ 1,096,000,000 Support Cost $ 116,000,000 Total Project Cost $ 1,312,000,000 Project Schedule** Preliminary Engineering Environmental Design/Construction Completed Completed 2013-2017 * Cost obtained for Initial Phase is from RCTC and is 2013 dollars ** Schedule for lnital Phase; subsequent phase for Ultimate Project anticipated in 2035 (see Project #10) Initial Phase CIP: Widen SR-91 by One GP lane In Each Direction East of Green River Road, CD Roads and 1-15/SR-91 Direct South Connector, Extension of Express Lanes to 1-15 and System I Local Interchange Improvements Project Description The approved Project Study Report (PSR) for the SR-91 Corridor Improvement Project (CIP), from SR-241 to Pierce Street, recommended the addition of a 5th lane in each direction, the addition of auxiliary lanes at various locations, and the addition of collector-distributor (CD) lanes at the SR-71/SR-91 interchange (now part of Project #6) and at the 1-15/SR-91 interchange. Subsequently, the Riverside County Transportation Commission's (RCTC) 10-Year Delivery Plan recommended the following in addition to the PSR recommended improvements: the extension of the 91 Express Lanes from the Orange County line to 1-15, the construction of SR-91 (EB/WB)/1-15 (SB/NB) Express Lanes median direct connectors, and the construction of one Express Lane in each direction from the 1-15/SR-91 interchange southerly to 1-15/Cajalco Road, and northerly to 1-15/Hidden Valley Parkway. An Express Lanes ingress/egress lane is also planned near the County Line. Due to current economic conditions, a Project Phasing Plan was developed to allow an Initial Phase with reduced improvements to move forward as scheduled, with the remaining ultimate improvements to be completed in 2035. The following is a summary of the deferred ultimate improvements (Project #10): SR-91/1-15 median North Direct Connector and 1-15 Express Lanes North to Hidden Valley Parkway; 1-15 Express Lanes to be extended from Ontario Avenue to Cajalco Road; general purpose lanes and Express Lanes from 1-15 to Pierce Street; and general purpose lanes from SR-241 to SR-71. Key Considerations Coordination among many of the SR-91 freeway projects that overlap the project limits is critical to successfully delivering these projects on schedule and within budget. Designing to accommodate future projects is a recurring theme for each of these projects. Minimizing conflicts in scope between projects requires direct coordination between each project team. Additionally, future projects frequently have multiple alternatives under study, each with differing scope and construction footprints. Specifically, the project improvements need to continue to be coordinated with the SR-71/SR-91 interchange (Project #6) and the SR-241/91 Express Lanes Connector (Project #4), which includes three alternatives for further study that will need to be coordinated with the proposed project. Continued coordination will be required with the Santa Ana Regional Interceptor (SARI) sewer line relocation and the U.S. Army Corps of Engineers Santa Ana River bank-protection projects (Reach 9 Phase 2A and 2B). Benefits The Initial Phase and Ultimate CIP projects will reduce congestion and delays by providing additional SR-91 capacity from SR-241 to Pierce Street, along 1-15 from SR-91 to Cajalco Road to the south, and to Hidden Valley Parkway to the north. Traffic operation will improve by eliminating or reducing weaving conflicts along SR-91 and 1-15 by the use of CD roads and auxiliary lanes. The project will provide motorists a choice to use Express Lanes for a fee in exchange for time savings. Current Status The environmental phase was completed in Fall 2012. A Design-Build contractor was selected in May 2013 and construction activities began in early 2014 for the Initial Phase . Auto Center Dr Additional lane by restripe of existing lanes Maple St Lincoln Av Main St ta On~ ~ff Gypsum Canyon Rd Coal Canyon County Line WLC Green River Rd On On' ow Off On On Off On On McKinley St LEGEND -Existing Highway -Interchange/Ramp -County Line -HOV or HOT Lane -Existing Lane -Proposed Improvement Lane 111111 CD Road -Auxiliary Lane * Braided Connector • ~ 2014 SR-91 IMPLEMENTATION PLAN On Off Off On G On I I I • • I I I I I I I I • Ingress/Egress lanes shown within the Express Lanes by restriping Off On Off 3-Lane CD Road Connector from Main St EB on-ramp braid to join SR-91 as a merge ramp From From SB NB 1-15 1-15 HOV/HOT lanes to 1-15/0ntario Av Pierce St On I Off On 13 • • • Project No: 4 Anticipated Completion: 2018 Project Cost Estimate* Total Project Cost $ 180 ,000,000 Project Schedule Preliminary Engineering Environmental Design/Construction Completed 2012-2016 2016-2018 * Assumes a 2-la ne connector, extending as far as Coal Canyon . Costs from State Route 241 I 91 Connector Fact Sheet (10/28/2013 ). Benefits SR-241/91 Express Lanes Connector Project Description The SR-241 /91 Express Lanes connector w ill carry northbound (NB) SR-241 traffic to eastbound (EB) 91 Express Lanes and carry westbound (WB) 91 Express Lanes traffic to southbound (SB) SR-241 . Outside wi den ing w ould be required mainly on the south side of SR-91 for realignment of EB lanes up to the Coal Canyon Wildlife Corridor Crossing . Key Considerations This project was originally permitted as a High Occupancy Vehicle (HOV) connector into the SR-91 HOV lane . With the implementation of the 91 Express Lanes , the project w ill need to carefully coord inate the traffic operations and tolling policies that w ill result with the convergence of the SR-241 toll road , the ex ist ing OCTA 91 Express Lanes , and the proposed extension of the 91 Express Lanes by RCTC . The project will follow the SR-91 CIP (Project #3) in its implementation and w ill need to be designed accordingly. Continuous operations of the 9 1 Express Lanes w ill be a key consideration for this project. Corridor A (Concept #A-1) wi ll need to be compatible with this SR-241 /91 Ex press Lanes connector project. The preliminary analys is calls for the SR-91 center median to be w idened to the south to make room for a two lane (one in each d irection) direct connector. The project w ould tie into the SR-91 CIP improvements at Coal Canyon. The project will complete the current toll system between the future and existing 91 Express Lanes and the SR-241 Eastern Transportation Corridor System . The project improves access to SR-241 and South County for traffic that does not currently util ize the 91 Express Lanes , w h ich also improves WB SR-91 by eliminating the need for HOV and Express Lane users to weave across four general purpose lanes to use the existing SB SR-241 connector. It he lps to alleviate congestion on NB SR-241 and EB SR-91 by allow ing SR-241 users to bypass the existing EB SR-91 general purpose connector. The project will also provide a benefit to the Central County M IS area . Current Status Preliminary engineering concepts for a SR-241 /91 Express Lanes d irect connector have been developed by Foothill /Eastern Transportation Corridor Agency (TCA) and Caltrans . The 91 Express Lanes Extension and SR-241 Connector Feasibility Study w as completed in March 2009 and w as initiated to evaluate the various alternatives. An expanded alternative w ould ~·~ On....--Gypsum Canyon Rd Off On Off Coal Canyon WLC I I I I I I I I I I County Line Ingress /Egress lanes sho wn within Express Lanes by restriping (Project #3 ) connect to SR-71 or extend the ingress/egress further east. A Project Study Report w as initiate d in January 2011 and w as comp lete d by January 2012. The Project Report and Environmental Document is anticipated to be competed by mid-2016. LEGEND -Exist ing Highw ay -Interchange/Ramp -County Line HO V or HOT Lane Existing Lane -Proposed Improvement Lane ::_ -:::_ -:::, Project #3 ~ 2014 SR-91 IMPLEMENTATION PLAN 14 Express Bus Improvements Betwee Orange County and Riverside County Project No: 5 Project De sc ription • O range Co u nty Transportation Authority (OCTA), working with the R iversi de County Transportation Commission (RCTC), and the R iversi de Transit Agency (RTA), plans an extensive expansion of E xpres s B u s service between R ivers ide and Orange counties. Co mm uters lack direct transit connections to many Orange County e m ploy men t centers , and ne w Express Bus service will provide connections to major emp loyment centers in Anaheim , Costa Mesa , Fullerton. an d Irvine. Anticipated Completion: 2020 Project Cost Estimate* Total Capital Cost Total Annual Operating Cost Project Schedule Riv ers ide/Corona to La S ierra Metrol ink Station to Irvine Business Conplex/UCI Riverside /Corona to North East Anahe im and CSUF Riverside /Corona to Anahe im Resort $ 9 ,500 ,000 $ 1,000 ,000 FY 2019/2020 FY 2019/2020 FY 2019/2020 Vi ll age at Orange to Riv erside /Corona Ex isting (RTA 216 ) Riverside/Corona to South Coast Metro Imp lemented Fall 2006 (RTA 216) * Costs from OCTA (2010 dollars) Key Considerations T hree new Express Bus routes are planned from Riverside County to the A na heim Canyon Business Center and Cal ifornia State Uni vers ity Fullerton ; Anaheim Civic Center, Western Medical Center, a nd An a hei m Resort ; and Irvine Business Complex and University of Califo rnia, Irvine (UCI). Routes w ould run every 30 to 45 minutes in the peak period, and service w ill be tailore d to match demand. Im plem enta tion began in Fall 2006 wi th the Riverside County to H utton Centre and South Coast Metro route. The other routes are pl anne d for implementation by Fiscal Year 2019/2020 contingent on fu t ure budg et authority. Upon co mpl etion of the proposed 91 Express Lanes , RCTC expects to nearl y do uble Express Bus serv ice on SR -91. Currently, Rivers ide Transit Age ncy (RTA) and OCTA operate 21 bus trips per day on S R-91 a nd R CTC envisions adding 20 add itional trips , bringing the to tal to 41 daily trips . Service duration for th is expansion will in creas e by 11 ,500 hours per year and wi ll be served by five new tran sit coac hes to be procured specifically for this service . Operating costs are estimated at $1 ,000 ,000 each year. Cos ts a re shared by Orange and Riverside counties . Benefits Deve lopment of Express Bus services w ill contribute to co ngestion reli ef on SR-91 . Current Status A cooperative agreement covering the R iverside /Coro na to So uth Coast Metro service with Rivers ide County has been developed . The Riverside County to South Coast Metro Ex press Bus route is currently operating . Expansion of the program is dependent upon available operat ing funds and future fi nancia l co mmitments with Rivers ide County. The implementation dates may change based on funding availability. FULLERTON a. 2014 SR-91 IMPLEMENTATION PLAN 15 • • • • Project No: 6 Anticipated Completion: 2020 Project Cost Estimate* Total Project Cost $ 122,658,000 Project Schedule Preliminary Engineering Environmental Design/Construction Completed Completed 2013-2020 * Cost obtained from preliminary engineer's cost estimate (2011 dollars) LEGEND -Existing Highway -Interchange/Ramp -County Line -HOV or HOT Lane Existing Lane -Proposed Improvement Lane -Auxiliary Lane ::. _ _J Project #3 Improvements 1, ~ 2014 SR-91 IMPLEMENTATION PLAN SR-71/SR-91 Interchange Improvements Project Description The current project includes a new two-lane direct connector flyover from eastbound (EB) SR-91 to northbound (NB) SR-71 and modifications to the existing Green River Road EB SR-91 On-Ramp. Key Considerations Project improvements must be coordinated with the following projects: the SR-91 Corridor Improvement Projects (CIP) (Project #3 and #10) and the SR-241/91 Express Lanes Connector (Project #4). The Green River Road Overcrossing Replacement was completed in March 2009 (see Appendix B Project No. B-1) and consisted of replacing the previously existing Green River Road Overcrossing with a new six-lane wide, 4-span overcrossing to accommodate widening of SR-91 by Projects #3, #4, and #10. The SR-91 CIP (Project #3 and #10) project has selected a design-build team that began design in Summer 2013. A Project Study Report for the SR-241 /91 Express Lanes Connector (Project #4) was initiated in January 2011 with three alternatives being evaluated. Close coordination with the U.S. Army Corps of Engineers. U.S. Fish and Wildlife Service, and Department of Fish and Wildlife will also be required as the connector crosses the Santa Ana River below the Prado Dam. In addition, implementation of Major Investment Study (MIS) Corridor A (Concept #A-1) within the median of SR-91 will require the need for a three-level crossing of SR-91 and the proposed SR-71 direct flyover connector. Coordination will be required with an at-grade or grade-separated managed lane ingress/egress facility that may be located near the County Boundary as part of the SR-91 CIP (Project #3 and #10). Benefits The project will provide a new direct connector improvement from EB SR-91 to NB SR-71, replacing the geometric choke point created by the existing connector. The project will also improve traffic operations and operational efficiency by eliminating or minimizing weaving conflicts through the use of auxiliary lanes. Current Status The environmental phase was completed in June 2011. Final design is underway and is anticipated to be complete in mid-2014 . Ingress/Egress lanes shown within the Express Lanes by restriping by Project #3 Auto Center Dr Off G ~Off On Coal Canyon County Line WLC Green River Rd Lane shown is for Project #3 ~ (Typ.) Gypsum Canyon Rd On Off I I I 1 I I I I I I I On I Off On ..t.. Off On Off -On I 1 ---~ --7ff· Off --_ Qill -On On Lanes shown are for the SR-71/SR-91 interchange Off ~ On Off On Serfas Club Dr Lane shown is for Green River Rd EB SR-91 On-Ramp east to north flyover connector for SR-71, and connector from Green River Road to EB SR-91 16 • • • Proj ect No: 7 An ti ci pated Comp leti on : 20 25 Projec t Cost Est imat e* Capital Cost R/W Cost TBD TBD Support Cost TBD Management & Contingency TBD Total Project Cost , Lo w* $ 278 ,000 ,000 Total Project Cost , High * $ 532 ,000 ,000 Proj ec t Schedu le Conceptual Engineering Prelim inary Enginee r ing En v ironmental Design Construction Completed 2011-20 14 2014-2017 20 18-2021 2021-2025 * Project Costs fro m d raft SR-91 PSR/PDS (2011 dollars ). Cost Range is for reduced shoulder alternativ e (l ow) and full standa rd alternative (high ). LEGEND -Existing Highw ay -Interchan ge/Ra mp -HOV or HOT Lane Exi st ing Lane -Pro posed Im provement Lane Project #2 Improve ments SR-91 between SR-57 and SR-55 Proj ect De sc ri pt ion Improv e the SR-57 /SR-9 1 interchange complex , i nclud ing nearby local interchanges , as w ell as add ing freew ay capacity between SR -55 and SR-57 . Some impro vements to NB SR -57 may be considered and w ill be further ana lyzed during the En vi ronmenta l phase . Specific improvements w ill be subject to approved p lans dev eloped in cooperation w ith local jurisdictions and affected communities. The improv ements show n are from the concepts dev eloped by the SR-91 Project Study Report -Project Dev e lopment Support from SR-57 to SR-55 . Key Cons ide ra t io ns The proposed proj ect im prov emen ts on WB and eastbound (EB ) SR-9 1 be tw een SR-57 and SR-55 ma y requ ire right-of-w ay acquisition . Coord ination w ith the SR-91 WB Lane at Tustin Av enue imp rov ements (Proj ect #2 ) w ill be required . Benefits The proposed project improv ements on WB and EB SR-91 be tween SR -57 and SR-55 include , among othe r features , add ing one EB general purpose lane to achiev e lane balancing . The project improv ement w ill a lle vi ate congest ion and reduce delay. Current Statu s T he project impro vement for EB SR-91 wi den i ng and for improv ements to SR-57 /SR-91 and SR -55 /SR-91 were stud ied by the S R-91 Feasibil ity Study, which was comp leted in June 2009. Preliminary enginee ring began in August 2011 and wi ll be completed by mid-2014 . The proposed improvements are included in the Measure M2 prog ram . Lane show n is for Project #2 Lakev iew Av SR-57 Kraemer Bl vd Off On Off State College Blvd Off Off On Tustin Av Off On Off On Off I On y o ~l asse ll s ~n EB SR -91 at Kraemer Blvd _/ Off Off On Off interchange improv ements ~ 2014 SR-91 IMPLEMENTATION PLAN 17 PROJECTS BY YEAR 2035 ~~~~~~~~~~~~~~~~~~~~~~~ Projects for implementation by 2035 focus on long er-l ead ti me projects and include : a potential new interchange or • overcrossing at Fa irmont Boulevard ; a significant expa nsion of Metro li nk service and station improvements; and the Ultimate SR-91 CIP that includes widening SR-91 by one GP la ne in ea ch direction from SR-241 to SR-71 , 1-15/SR-91 Direct North Connector , extension of Express Lanes on 1-15 , and SR -91 im provements east of 1-15 . Project No. Project Summary (Implementation Year) Cost ($M) 8 Fairmont Boulevard Improvements (Post-2025 ) 76 .8 9 Metrolink Service and Station Improvements (2 030) 335 10 Ultimate CIP: Widen SR-91 by One GP Lan e in Each Direct ion from SR-241 to SR-71 , 1-15/SR-91 Direct TBD North Connector , Exte nsion of Express Lanes on 1-15 an d SR-91 Improvements East of 1-15 (2035) SUBTOTAL 412+ Figure 2-4 -Summary of Pro jects fo r Implementation by 2035 I i rCfiB~L l ~CA HILLS ! ___ J Kl lAl-EIM ' \ ' ~ 2014 SR-91 IMPLEMENTATION PLAN 18 • • • • Project No : 8 Ant ic ipated Comp let ion : Po st -202 5 Project Cost Estimate • Capital Cost Support Cost Total Project Cost Project Schedule Conceptual Engineering Prel iminary Engi neering En v ironmental Design Construction $ 67 ,800 ,000 $ 9 ,000 ,000 $ 76 ,800 ,000 Completed TBD TBD TBD TBD * Costs from Feasibility Study (2009 dollars). R/W cost is undetermined at this time . Cost does not include potential impact to Santa Ana River. LEGEND -Exist ing High way -Proposed Interchange /Ra mp -Interchange/Ra mp HO V o r HOT Lane Exi st ing Lane -Proposed Improvement Lane ~ 2014 SR-91 IMPLEMENTATION PLAN Fairmont Bou levard Improvements Project De scr i pt ion The project w ould prov ide a ne w i nterchange w ith SR-91 at Fairmont Boulevard. On-and off-ramps w ill connect Fairmont Boulevard to eastbound (EB) and w estbound (WB ) SR-91 . The proposed interchange does not include a Fairmont Boulevard connectio n to Sa nta Ana Canyo n Road to the so uth . Key Considerations Interchange spacing and weaving issues (to SR-55 ) need to be evaluated . W iden ing of SR-91 may be needed to accommodate interchange ramps . Proximity of the Santa Ana Ri ver may require that the WB ramp j unction be located north of the r iv er. New connection requ i rements and interchange spacing needs to be considered . Benefits The interchange is expected to relieve congestion at Imperia l H ighw ay (SR-90 ), Lakeview Avenue , and Weir Canyon Road Interchanges . Preliminary traffic modeling shows a 10-15% decrease in volumes at Weir Can y on and SR-90 interchanges wi th the interchange alternativ e . Current Status The C ity o f Anaheim completed a conceptual engineering study i n December 2009 . Multiple alternati ves ha ve been dev el o ped as part of the conceptual eng ineering study. P roject dev elopment is pend ing fund ing identifica t ion . Fa irmont Blvd On Off Off On 19 Metrolink S e rvice and Station Improvements Project No: 9 Anticipated Completion: 2030 Project Cost Estimate* Total Capital Cost $ 335 ,000 ,000 Project Schedule To be completed by 2030 * Costs from OCTA Proj ec t Des cri ption • O ra n g e Co u nty Transportation Authority (OCTA), w ork ing w ith the Ri ve rside Coun ty Transportation Commission (RCTC), San Bernardino Asso c iated Gov ernments (SANBAG), and the Southern California Re gio nal Rail Aut hority (SCRRA ), plans an extensive expansion of train serv ice fro m th e Inland Empire to Orange County. Additional trains are pla nned on the Inland Empire -Orange County (IEOC) Line that currently run s betwee n Sa n Bernardino , Ri verside , and Orange count ies as well as th e 9 1 Li ne t hat goes from the In land Empire to Los Angeles via Ora nge Co unty, paralleling SR-91 . Cu rren tl y, sixte en (16 ) trains a day run on the IEOC Line and nine (9 ) tra in s o n th e 91 Li ne . The long -term expansion p lan bui lds on serv ice le ve ls that w ill be implemented by 20 14 (Project #1 ). The "2014" plan incl ud es two (2) additional IEOC trains and four (4 ) add itional 91 Line trains for a total of 31 trains a day. The long-term plan adds anot her eight (8) IEOC trains and twenty (20) 91 Line trains for a total of 59 daily trains . This planned expansion is ne ce s sary to accommodate population an d employment growth in the region and w ill make the current service more convenie nt. Capital improve m ents necessary for th is expansion incl ude a thi rd track on sections of the ra il line in Orange, Riverside , and San Bernardino counties ; ne w crossovers at critical locat ions to allow trains to pass one another ; new storage tracks in San Bernardino ; parking impro vements at key stations ; and pu rchase of engines and coaches to operate the new service . The City of Anaheim is proposing Anaheim Canyon Sta tio n im pro vem ents for a second trac k and platform to be implemented in Fall 2017 . The City of Placentia , in partnersh ip wi t h O CTA , is p ro posing to construct a ne w Metrol ink commuter ra i l passenger station and park ing lot w ithin the city lim its by m id-20 17. Key Considerations The capital program is estimated to cost $335 million , and c osts wo uld be shared by the member agenc ies of SCRRA and Burlington Northern Santa Fe (BNSF). Service le vels are subject to negotiation w ith BNSF, RCTC , and Los Ange les Count)'l. Metropol itan Transportation Authority (LACMTA). Benefits Enables de velopment of new Metrolink Services , w hich wi ll con tr ibu t e to congestion relief on SR-91. Current Status The proposed implementation of this project is being evalu at ed bas ed on the current economic climate . PLACENTIA YORBA LINDA DAILY TRAINS ·. Yea r 2014 . 20 Ye ar 2030 . 20 ~ 2014 SR-91 IMPLEMENTATION PLAN DAILY TRAINS Ye ar 201 4. 31 CH Yea r 203 0: 59 I \ HILLS 1,. I '\ '\ ./ New track and cross overs ./ Expanded station parkin g ./ New train engin es and coa ches ./ $33 5 million 20 • • • Project No: 10 Anticipated Completion: 2035 Project Cost Estimate* To Be Determined Project Schedule** Preliminary Engineering Environmental Design/Construction Completed Completed TBD • Schedule for Ultimate Project anticipated by 2035 LEGEND -Existing Highway -Interchange/Ramp -County Line -HOV or HOT Lane Existing Lane -Proposed Improvement Lane 111111 CD Road (Project #3) -Auxiliary Lane '.:..-::._ ~ Project #3, #4, and #6 Improvements Project Description Ultimate CIP: Widen SR-91 by One GP Lane in Each Direction from SR-241 to SR-71, 1-15/SR-91 Direct North Connector, Extension of Express Lanes on 1-15 and SR-91 Improvements East of 1-15 The approved Project Study Report (PSR) for the SR-91 Corridor Improvement Project (CIP), from SR-241 to Pierce Street, recommended the addition of a 5th lane in each direction, the addition of auxiliary lanes at various locations, and the addition of collector-distributor (CD) lanes at the SR-71/SR-91 interchange (now part of Project #6) and at the 1-15/SR-91 interchange. Subsequently, the Riverside County Transportation Commission's (RCTC) 10-Year Delivery Plan recommended the following in addition to the PSR recommended improvements: the extension of the 91 Express Lanes from the Orange County line to 1-15, the construction of SR-91 (EB/WB)/1-15 (SB/NB) Express Lanes median direct connectors, and the construction of one Express Lane in each direction from the 1-15/SR-91 interchange southerly to 1-15/Cajalco Road, and northerly to 1-15/Hidden Valley Parkway. Due to current economic conditions, a Project Phasing Plan was developed to allow an Initial Phase (Project #3), with reduced improvements, to move forward as scheduled, with the remaining ultimate improvements to be completed in 2035. The following is a summary of the proposed ultimate improvements: SR-91/1-15 median North Direct Connector and 1-15 Express Lanes North to Hidden Valley Parkway; 1-15 Express Lanes to be extended from Ontario Avenue to Cajalco Road; SR-91 general purpose lanes from 1-15 to Pierce Street; and SR-91 general purpose lanes from SR-241 to SR-71. Ultimate project widens all SR-91 lanes to full standard lane and shoulder widths from SR-241 to SR-71. These Ultimate improvements are the subject of this project. Key Considerations Coordination among many of the SR-91 freeway projects that overlap the project limits is critical to successfully delivering these projects on schedule and within budget. Designing to accommodate future projects is a recurring theme for each of these projects. Minimizing conflicts in scope between projects requires direct coordination between each project team. Additionally, future projects frequently have multiple alternatives under study, each with differing scope and construction footprints. Specifically, the project improvements need to continue to be coordinated with the Initial CIP (Project #3), the SR-71/SR-91 interchange (Project #6), and the SR-241/91 Express Lanes Connector (Project #4), which includes alternatives for further study that will need to be coordinated with the proposed project. Continued coordination will be required with the Santa Ana Regional Interceptor (SARI) sewer line relocation and the U.S. Army Corps of Engineers riverbank protection projects (Reach 9 Phase 2A and 28). Benefits The Initial Phase and Ultimate CIP projects will reduce congestion and delays by providing additional SR-91 capacity from SR-241 to Pierce Street and along 1-15 from SR-91 to Cajalco Road to the south and to Hidden Valley Parkway to the north. Traffic operation will improve by eliminating or reducing weaving conflicts along SR-91 and 1-15 by the use of CD roads and auxiliary lanes. The project will provide motorists a choice to use Express Lanes for a fee in exchange for time savings. Current Status Preliminary engineering is complete. The Ultimate Project is currently discussed in the environmental document for the Initial Phase that was completed in 2012. Existing bike path will be preserved Ultimate project widens all SR-91 lanes to full standard lane and shoulder widths from SR-241 to SR-71 Maple St Lincoln Av Main St HOV/HOT lanes to 1-15/Hidden Valley Pkwy * Braided Connector ~ ~ Coal Canyon ~ Off WLC On~m Can~[I--.-. .. I . , . . . ~ . On Off -~ . I " Off Auto Center Dr On' On OW I Off On I Off On On I Off iWJH~ McKinley St Pierce St Lanes shown are for the SR-241/91 Express Lanes Connector (Project #4) a. 2014 SR-91 Implementation Plan I I I • I I I I • • Lanes shown are for the SR-71/SR-91 interchange east to north flyover connector for SR-71, and connector from Green River Road to EB SR-91 (Project #6) --------On /' Off ~, I • I J-----1 • • I I t .. 11111 On Off Off' On' On Off Off S On Off erfas Club Dr Lane shown is foe Gceen Rivec 3-Lane CD Road frnm ] Rd EB SR-91 On-Ramp Main St EB On-Ramp (Project #6) braid to join SR-91 as a merge ramp (Project #3) Off On From From SB NB 1-15 1-15 HOV/HOT lanes to 1-15/Cajalco Rd 21 • • • SECTION 3: APPENDIX A -CONCEPTS BY PCST-203 5 ~~~~~~~~ Concepts for potential implementation by Post-2035 focus on longer-lead time projects . This multi-billion dollar program may include: an elevated 4-lane facility (MIS Corridor A) from SR-241 to 1-15 ; the Anaheim to Ontario International Airport Maglev High Speed Rail; and the Irvine-Corona Expressway (ICE) 4-lane facility from SR-241/SR-133 to 1-15/Cajalco Road (formerly known as MIS Corridor B). The multi-billion dollar potential concepts include significant environmental constraints and right of way requirements in addition to requiring a significant amount of planning , design , and future policy and public input. The Corridor A Concept may incorporate projects being developed in the earlier programs as concept components. Appendix . Concept No. Concept Summary (Implementation Year) Cost ($M) A-1 A-2 A-3 Elevated 4-Lane Facil ity (MIS Corridor A) from SR -24 1 to 1-15 (Po st-20 35) 2,720 Anaheim to Ontario International Airport Maglev High Speed Rail (Post-2 03 5) 2, 770-3 ,200 Irvine-Corona Expressway (ICE) 4-Lane Fa cility from SR-241 /SR-133 to 1-15 /Cajalco Road (Post-2035 ) 8,855 SUBTOTAL 14,350-14, 780 Figure 3-1 -Summary of Concepts for Implementation by Post-2035 "', ! \ l Y01BALIND/, I I PLLl.CENTIA ::;oRONh \ '/ILL~ JP.R-< \ \ ' \ \ ,J,. ' \ \ IC E Corridor o/From \ SR-24 1/SR-133 \. ~ 2014 SR-91 IMPLEMENTATION PLAN 22 Elevated 4-Lane Faci li ty {M I S Corridor A) from SR-241 to 1-15 Concept No: A·1 Anticipated Completion: Post-2035 Concep t Des c ri pt ion • The im prove ments primarily consist of constructing a ne w 4-lane eleva ted exp ressw ay near or w ithin the Santa Ana Canyon w ith free wa y-to-fre eway connectors at SR-241 and 1-1 5. The facility may Concept Cost Estimate** Cap ital Cost* $1 ,4 88 ,000 ,000 Support Cost (25 %) $372 ,000 ,000 RMI Cost $860 ,000 ,000 Total Project Cost $2 ,720 ,000,000 Concept Schedule Conceptual Engineer ing Pre li minary Engineering Environmental Des ign Construction TBD TBD TBD TBD TBD * Capital costs include $160M for environmental mitigation excluding corresponding support cost , w hich is included in support cost estimate •• Costs derived from Rivers ide County - Orange County MIS , January 2006 (2005 do ll ars) ~ inclu de mana ged lanes and potent ial reversible operations . Key Co n side rat io ns Choice of ali gnment w ill be key to determin ing net capac ity increase . Exte nsive ri ght-of-w ay (R/W ) wi ll be required to implement the imp rovements if th e alignment is not on the SR-91 corridor. If Project #3 or #10 is con st ructed and a 4-lane elevated faci lity is proposed w ithin the medi an of SR-91 th rough Corona , then extensive managed lane closu res wou ld be required during construction (thus t emporarily reduc ing SR -9 1 capacity dur ing const ruction ). An altern at ive could be studied for the median Co rridor A viaduct along w ith red uced SR-91 geometric standards to minimize R/W impacts . Also , direct connectors (such as for High Occupancy Vehicle (HOV) I High Occupa ncy Toll (HOT ) at 1-15 /SR-91 ) to /from the med ian could be precl uded by Ma glev columns located wi th in the same med ian area . Caltra ns and Magl ev high way R/W , ma intenance , safety, and operations cons id eration s would need to be analyzed if shared use w ith a Maglev fac ili ty w ere pursued. Additiona l mitigation costs may be requ ired for imp rovements to S R-241 and SR-133 as a result of additional Cor ri dor traffic vo lume s. Corridor A as managed lanes , wi th potential extens ion of 91 Ex press Lanes to 1-15 (Project #3 and #10 ), may affect traffic distribut ion du e to "para lle l" tolled faci lities . Benefi t s The con cept wo uld provide significant congestion relief by allo wi ng veh ic les t o by p ass the at-grade free w ay lanes and local arterial i nte r c h ang e s b et w een SR-24 1 and 1-15 . Connections are prop o se d dire c tl y betw een SR-91 , SR-241 , and 1-1 5. Current Status This concept is ident ified in the Riverside Sh ld 2 WB Lanes Me~ian 2 EB Lanes Sh ld County -Orange County Major Investment Study (M IS ) as part of the Locally Preferred Strategy to improve mobility be tween Rivers ide County and Orange County. No project development work is planned at this time Abbreviations: WB = Westbound EB = Eastbound Elevated 4-Lane Facility (M IS Corridor A ) Cross -S ection a. 2014 SR-91 Implementation Plan 23 • • • • • Anaheim to Ontario International Airport Maglev High Speed Rail Concept No: A-2 Anticipated Completion: 2035 Concept Cost Estimate* Total Capital Cost , Lo w $ 2 ,770 ,000 ,000 Total Cap ital Cost, High $ 3,200 ,000 ,000 Concept Schedule To be determ ined * Concept costs from American Magl ine Group (2012 dollars) Concept Description Proposals for a new super-speed tra in corr idor from Anaheim to Ontario are included in th is concept. This concept includes an alternative that w ould use SR -91 right-of-w ay , or w ould be al igned adjacent to SR-91 right-of-w ay , or could potent ially be co-located w ith the Major Investment Study (MIS ) Corridor A (Concept #A-1 ) al ignment. Another al ignment opportun ity is be ing investigated along SR-57 . Key Considerations Alternative alignment impacts to SR-91 right-of-w ay enve lope and /or Santa Ana River are undeterm ined . The choice of a li gnment w ill potentia ll y impact MIS Corridor A (Concept #A-1 ). Right-of-w ay (R/W) will be req uired to imp lement the impro vements . Potent ial cons iderations for co-locat ing the Magnetic Lev itation (mag lev ) train adjacent to Corridor A (and also SR-91 ) include prov iding a tw o-column structu re wi th a ba rrier be tween the tra ins and veh icles . Ca ltrans and maglev h igh w ay R/W , ma intenance , safety , and operations cons iderations would need to be analyzed if shared use wi th a maglev facil ity were pursued . See the MIS Corrido r A (Proj ect #11 ) for additional cons iderations. Coo rdinat ion wi th Metrolink improvement s (Project #9 ) wi ll be required . Benefits The concept w ould provide congestion re li ef by prov id ing a d i rect h igh-speed/h igh-capacity connection wi th Ontario International A irport for Orange County air passengers and business next-day de li veries . Maglev w ill make the trip in j ust 14 .5 minutes. Rel ieves congestion on SR-91 by prov iding add it ional capacity in the corridor. Current Status Preliminary design , engineering and Phases 1 and 2 of a Prelim inary Environmental Impact StatemenUEnv ironmental Impact Statement (PEIS /EIS ) are completed . Congress has approved $45M in SAFETEA-LU for the environmental phase of the project. The Anahe im to Ontario segment is included in the "Constrained " Plan of the Southern Cal iforn ia Assoc iation of Governments (SCAG ) Regional Transportation Plan (RTP ) passed in April 20 12. Construct ion fund ing of up to $7 billi on has been identified through a loan comm itment from the Ch ina Export-Import Bank . LEGEND -Ex isting Highway -H ig h Speed Rail Representative Alignm ent ' . ' ' ' ' ................... ',, ~·~sod Anaheim to .:_ ~liSlt Alignment ........... ............ ', I ' I ' '1 REPRESENTATIVE ALIGN M ENT SHOW N FOR ILL USTRAT IV E PURPOSES ONLY ~ 2014 SR-91 Implementation Plan 24 Irvine-Co r o n a Expressway (ICE) 4-Lane Facility f ro m S R-241 /SR-133 to 1-15/Cajalco Road Concept No : A-3 A ntici p ated Com pleti on : Post-20 35 Concept Cost Es tim ate* Capital Cost $ 7 ,675 ,000 ,000 Support Cost $ 880 ,000 ,000 RfW Cost $ 300 ,000 ,000 Total Project Cost $ 8 ,855 ,000 ,000 Concept Sch edul e Geotechnica l Feasib ili ty Preliminary Engineering Environmental Design Construct ion Completed TBD TBD TBD TBD * Costs der ived from the Feas ibility Eva luation Report (2 009 dollars ) LEGEND Existing Highway IC E (Corridor B) Representative Alignment NOTE : REPRESENTATIVE ALIGNMENT SHOWN FOR ILLUSTRAT IV E PURPOSES ONLY ~ 2014 SR-91 Implementation Plan Co ncept Des c ript ion • The imp rove m en ts primar il y cons ist of constructing a high way and rail facil ity t h roug h th e C leve land National Forest wi th freeway-to-freeway conn ectors at SR-241 /SR-133 and 1-15/Cajalco Road . The facili ty w ould esse ntia lly be a continuation of SR -133 on the west end of the corrido r, to 1-15 on the ea st en d. Key Co n s i de rati o n s The t un nel co nce pt is techn ica lly feas ibl e based on the geotechn ical inves tig ati on compl eted in December 2009 . The initial project phase wou ld be th e con st ru ctio n of one 2-lane high w ay tunnel and one rail tunne l. The seco nd p roje ct p hase w ould i nclude construction of a second 2-l ane high w ay tun nel A dditional technical stud ies and geotechnical borings woul d be ne eded to refine the tunnel alignments and grades . Costs asso ciated wit h th e Irvine-Corona Expressw ay (ICE ) tunne ls are based on the Feasi bility Eval uation Re port comp leted in December 2009 . A financial anal y s is will be needed for the constr u ct ion , opera t ions and toll requi re ments of th e ICE tunne ls. Be ne f it s The con c ept woul d prov ide sign ificant congestion relief by providing an alte rna ti ve ro ute between Orange and Riverside count ies and would all ow vehi cl es to bypas s SR-91 be tween SR-241and1-15 . The concept would not dis ru pt SR -91 traffic during construction and would allo w for add it ional route selectio n for inc ident management , emergency evacuation , and for contin uity of the hi g hway network by linking SR-133 to 1-15 . Cu rrent Sta tu s • On A ugu st 27 , 20 10 the Rivers ide Orange Corr idor Authority Board took actio n to defer additional study of the ICE concept un t il such t im e as fina nc ia l con siderations improve and /or technological advancements w arra nt reex a min ation . Revie w of the concept shall be done annually throu gh the SR-91 Implementation Plan update to determine if any of the major assum ption s wi th rega rd to financial cons iderations , private sector intere st , or tec hnol ogical advancements have changed to make the tunnel finan ciall y via ble . (See "ICE status summary " for further d iscussion ). • 25 • • • SECTION 4: APPENDIX B -COMPLETED PROJECT EXHIBITS The following exhibits represent completed projects from previous Plans since 2006, and are intended to be used as a reference to illustrate the progress made since the inception of the Plan. Note: some projects listed in the Plan as completed (see Section 1, Project Accomplishments) are not included herein since there was no exhibit created or necessary for use with prior Plans (such as for restriping projects , various safety enhancements , minor operational improvements , etc.). Appendix Project Improvements Constructed Project No. B·1 Green River Road Overcrossing Replacement March 2009 B-2 North Main Street Corona Metrolink Station Parking Structure June 2009 B-3 Eastbound Lane Addition from SR-241 to SR-71 September 2010 B-4 Widen SR-91 between SR-55 and SR -241 by Add ing a 5th GP Lane in Ea ch Direct ion December 2012 d:. 2014 SR-91 Implementation Plan 26 Gree n Ri v e r Road Overcrossing Replacement Appendix Project No: B-1 Actual Completion : March 2009 Project Costs Capital Cost $ 21 ,000 ,000 Support Cost $ 3 ,000 ,000 RfW Cost $301 ,000 Total Project Cost $ 24 ,301 ,000 Project Schedule Preliminary Engineering Completed Environmental Completed Design Completed Construction Completed Project Schedule Caltrans Equivalents: Preliminary Eng ineering = PIO Environmental= PA/ED Design = PS&E Abbreviations: CD = Collector Distributor Lane FTR =Future HOV = High Occupancy Vehicle SHLD = Shoulder 77' ~ T I i i 138 ' Proj ec t Description • Improvem ents primarily consist of replacing the existing Green Rive r Road overcrossing with a new s ix-lane wide , 4-span ove rc ro ssing to accommodate future w idening of SR-91 . The interior s pans w ill accommodate up to e ight main li ne lanes in each di rection including two HOV lanes . The exterior spans can accomm odate two lanes , either for auxiliary lanes or collector distrib utor roads . Entrance and exit ramps w ill be realigned and w ide ned to accommodate the ne w bridge , yet the in terchange will reta in its current configuration . New s igna ls wi ll be installed at the ram p inte rsections. Ramp and bridge improvements wi ll be con stru cted w ithin existing right of w ay. Key Con siderations Desig n interface is required wi th the Eastbound Lane Addition from S R-241 to SR-71 , SR-7 1/SR-91 Interchange Improvements, SR -9 1 Corridor Improvement Project , and SR-241 /SR-91 HO V/H OT Connector. Benefits The p roj ect w ill improve the level of service at ramp and local stre et in tersections at the interchange. Improvements w ill reduce ram p que ues that extend into the freeway's general purpose lanes , t hus contributing to congestion rel ief on SR-91 . Curr en t Status The p ro j ect began construction in March 2007 and w as com p le ted in March 2009. 138' 79' t i i /New Bridge i • GREEN RI V E R BR IDG E CROSS-S EC TION NOTE: All dimensions are approxi ma te • ~ 2014 SR-91 Implementation Plan 27 • North Main Street Corona Metrolink Station Parking Structure • • Appendix Project No: B-2 Actual Completion: June 2009 Project Costs Cap ital Cost Support Cost R/W Cost Total Proj ect Cost Project Schedule $ 20 ,000 ,000 $ 5,000 ,000 $0 $ 25,000 ,000 Preliminary Engineering Completed Envi ronmental Des ign Construction PLACE NTLA Completed Completed Completed YCflBALINDA V1LLA PARK a. 2014 SR-91 Implementation Plan Project Description The project provides a six level parking structure wi th 1,065 park in g stalls . The construction is wit hin the ex ist ing North Main Street Metrolink station property in Corona . Key Considerations Proposed improvements were constructed wi th in existing righ t of way. Currently there are 700 users of the facility, 200 more tha t were prev ious ly able to accomodate . Add itiona lly RCTC has opened up the lot to park and ride carpools and vanpools and has issued over 120 permits for carpoolers to use the expanded station . Th is shows an added benefit of supportin g carpoo li ng as well as transit to offset congestion on SR-91 . Benefits Demand for parking currently exceeds the capacity at the North Main Street Corona station . Ne w parking capacity will allow Metrolink ridership to increase thereby divert in g vehicle trips from SR-91 . Current Status Construction was initiated in January 2008 and was completed in June 2009 . The project was funded w ith Federal Congestion Management and Air Quality (CMAQ ) funds . J I '-, CHlf¥) HILLS 1,.. , I ' f\KJRCO ": ~ I L 1~0R(t.JA M;t-;'c,rnk Park ing - Structur\ ' \ \ ' 28 Eastboun d Lane Addition from SR-241 to SR-71 Appendix Project No: B-3 Actual Completion: September 2010 Project Cost Estimate Cap ital Cost Support Cost R/W Cost Tota l Project Cost Project Schedule Preliminary Engineer ing Environmental Design Construction LEGEND -Existin g Highway -Inte rchange/Ramp -Co unty Line HOV or HOT Lane Existing Lane $ 41 ,000 ,000 $ 8,000 ,000 $ 2 ,200 ,000 $ 51 ,200 ,000 Completed Completed Completed Completed -Project Improvement Lane -Existing Interchange Off O n e ----on ~ 2014 SR-91 Implementation Plan Proj ec t Des c ri p tio n The proj ect wi ll provide an additional eastbound (EB) lane from the SR -91/SR-24 1 interchange to the SR-71 /SR-91 in terchange and will wi den all EB lan es and shoulders to standard wi dths . Ke y Consi d era ti ons Co ord inatio n wi th the SR-91 Corridor Improvement Projects (Project #3 and #11 ) wil l be required . Staged construction would be required for all ra mp re con struction and free way w idening . Freew ay operations would most likel y be affected by this project , however, freeway lane clo sur es a re not antic ipated . An EB concrete shoulder w ill be con structed wi th a 12 foot width to prov ide for future wi dening as con template d by Project #3 and #11. Be nefits Th e lan e additi on would help to alleviate the w eaving cond ition be tween SR-24 1 and SR-71 , as well as remove vehicles from the SR -91 main line t hat would be exiting at Green River Road and SR-71. Cu r r ent Status Fu ndin g is fr om the American Recovery and Re investment Act (ARRA) wi th $7 1.44 M approved , and the balance of project costs are from othe r so urces. Construction began in late 2009 and was completed in Se pte mbe r 2010 . Coal Can yon W LC County Line I I I I I Green River Rd On Off On I I I Off O n Off Off l _~ 1- On 29 • • • • • Appendix Proj ec t No : B-4 A ctual Co mpleti o n : January 2013 Pro j ec t Co st s Capital Cost Support Cost R/W Cost Total Project Cost Pr oject Sch edu le Prel iminary Engineering Environmenta l Des ign Construct ion L EGEND -Existing Hi ghway -Interchange /Ramp -Ex isting In terchange HOV or HOT Lane Existing Lane -Project Improvement Lane -Auxiliary Lane $ 65 ,005 ,000 $ 19,639 ,000 $ 573 ,000 $ 85 ,217 ,000 Completed Completed Completed Completed La kevie w Av Off On Off On Off On Off Wi den SR-91 between SR-55 and SR-241 by Adding a 5th GP Lane in Each Direction Pr oject De scription This project proposes capacity and operational improvements by adding one general purpose (GP ) lane on eastbound (EB ) SR-9 1 from the SR-55/ SR-91 connector to east of the We ir Canyon Road interchange and on westbound (WB ) SR-91 from j ust east of We ir Canyon Road interchange to the Imperia l High way (SR-90 ) i nterchange . Add itionally , thi s project would facil itate truck traffic approach ing the truck scales in both direc tions. Key Consi d erations Calt rans is not conside ri ng relocat ion of the truck sca les at this time . Be nefits Alleviates congestion on WB SR-91 by eli minat ing the lane drop at the truck scales and prov iding a cont inuous GP lane to SR-90 . Allev iates congestion on EB SR-91 by eliminating the lane drop for northbou nd (NB ) SR-55 at SR-9 1 by providing an aux iliary lane to Lakeview Avenue , and at SR-90 by prov iding a cont inuous GP lane through Weir Canyon Road . Current Sta tu s Construction was completed in January 2013. The project rece ived $22M o f Corr idor Mobil ity Improvement Account (CMIA ) fund ing and $74M of State Transportation Improvement Prog ram (ST IP) Augmenta tion funds . • k ypsum on/ _C~nyon Rd On Off Off On Off On Off On Off-----------. • • ttl NO TE: FAIR MONT BLVD IS CO NTINGENT UPON IMPLEMENTATION OF THE PROJECT 2014 SR-91 Implementation Plan 30 SECTION 5: REFERENCES The following documents and resources were used in th e dev elop ment of the 2014 Plan. Data was provided by OCTA, • RCTC , Caltrans Districts 8 and 12, Transportation Corrid or Agen cies (TCA), and other agencies. PSR-PDS for SR-241/SR-91 Connector, January 2012 Project Report and Environmental Document (EIR/EIS) fo r SR-9 1 CI P from SR-241 to Pierce Street Project , October 2012 Draft PSR-PDS "On SR-91 Between SR-57 and SR-55" PS&E "On State Route 91 Between the SR-91/SR-55 Int ercha nge and the SR-91/SR-241 Interchange in Orange County" (April 2011) Corridor System Management Plan (CSMP) Orange Co unty SR-91 Corridor Final Report, August 2010 Project Study Report/Project Report "Right of Way Re li nquish ment on Westbound State Route 91 Between Weir Canyon Road and Coal Canyon", May 2010 SR-91/Fairmont Boulevard Feasibility Study, December 2009 SR-91 Feasibility Study from SR-57 to SR-55, Decembe r 2009 Feasibility Evaluation Report for Irvine-Corona Expressw ay Tunn els , December 2009 Renewed Measure M Strategic Plan , June 2009 Plans, Specifications and Estimates (PS&E) for Eastbou nd SR-91 lan e addition from SR-241 to SR-71, May 2009 Project Study Report "On State Route 91 Between th e SR-91 /SR-55 Interchange and the SR-91/SR-241 Interchange in Orange County", April 2009 91 Express Lanes Extension and State Route 241 Conn ect or Fea sibili ty Study, March 2009 Project Study Report/Project Report "On Gypsum Canyon Road Be tw een the Gypsum Canyon Road/SR-91 Westbound Off- Ramp (PM 16.4) and the Gypsum Canyon Road/SR-91 Ea stbo und Direct On-Ramp (PM 16.4)", June 2008 California Transportation Commission, Corridor Mobility Improve ment Account (CMIA), February 2007 Project Study Report "On Route 91 from Green River Road to Serfa s Club Drive in the City of Corona in Riverside County ", December 2006 Orange County Transportation Authority Renewed Meas ure M Tr ansp ortation Investment Plan, November 2006 Project Study Report "On Route 91 from State Route 24 1 in Oran ge County to Pierce Street in the City of Riverside in Riverside County", October 2006 Riverside County-Orange County Major Investment Stu dy (MIS ) -Final Project Report: Locally Preferred Strategy Report, January 2006 Preliminary design plans for Eastbound Lane Add ition fr om SR-2 41 to SR-71 , 2006 Project Study Report "Westbound State Route 91 Au xilia ry La ne fr om the NB SR-55/WB SR-91 Connector to the Tustin Avenue Interchange", July 2004 California -Nevada Interstate Maglev Project Report , Anahei m-O ntario Segment ; California-Nevada Super Speed Train Commission, American Magline Group, August 2003 a. 2014 SR-91 Implementation Plan 31 • • Route Concept Reports for SR-91, Caltrans Districts 8 and 12 • Various Preliminary Drawings and Cross Sections, Caltrans Districts 8 and 12 • • ~ 2014 SR-91 Implementation Plan 32 ! • I ' ! I POWERPOINT • PRESENTATION i. • • • Implementation Plan Background • Required by AB 1010 (Chapter 688, Statutes 2002) and SB 1316 (Chapter 714, Statutes 2008) • Update Annually • Interstate 15 to State Route 57 • Project Horizon Years: o By 2016 o By 2025 o By 2035 m OCTA m OCTA 2 m TUSTIN IRVIN E OCTA Q,. Green River Road Overcrossmg ~-V Completed March 2009 '<OO«"f" '\I.IA XH~ :>R 9' 'n\l>l,..,.._.,.n,,,,,, f .... ~ Implementation Plan Projects by 2016, 2025, and 2035 BREA SANTA A CORONA --Projects by 2016 ... ->I A --PrOjects by 2025 3 -!n1t1a! Phase C!P 4 -SR-241191 EJ.;-press Lanes Connector 5 -EJ::press Bus Improvements 6 -SR-7 l l SR-91 Interchange Improvements 7 -Improvements between SR-57 and SR-55 --Projects by 2035 8 -Fairmont Boulevard Improvements 9 -Metr011nk Service and Station Improvements 10-Ultimate CIP '°"""" 0•-'A Xl14 R 91 lm1><-m..,11 .. H>nf'l.o1 3 m !.-... -.~--L _________ ru_s_T_IN-~=l~RV=IN~E=-~"""""=-~.=N=•~=·~~ .• =,.=,,=~rn=··="~~~,,= •. =,.;,",::;;"::::"'=,::;;,;::;.,:::;,_'°'::: •• =, ';,,,;, .• ~ .. ~~;.~;;:;::;;;;:;;::;::;;;;l,..J OCTA '""''""~""W'J"""''"4 • • • • • • • Receive and file as an information item • Present Plan to Riverside County Transportation Commission by July • Forward approved Plan to State Legislature • Continue project implementation efforts m OCTA 5 •m OCTA • • May30, 2014 To: State Route 91 Advisory Commi From: Darrell Johnson, Chief Executi Subject: State Route 241 /91 Express Lanes Overview Efforts are underway to plan a toll-to-toll connector between State Route 241 and the 91 Express Lanes. An overview of the project and preliminary benefits, costs, and policy issues is presented. Recommendation Receive and file as an information item . Background The Orange County Transportation Authority (OCTA) and the Transportation Corridor Agencies (TCA) are working together to plan an estimated $180 million toll-to-toll connector between State Route 241 (SR-241) and the 91 Express Lanes. The connector would provide one lane in each direction from SR-241 north to the 91 Express Lanes eastbound and the reverse direction (Attachment A). This project was included in the SR-241 environmental document and has been in regional plans for over a decade. Potential benefits include reduced congestion on SR-241 northbound, State Route 91 (SR-91 }, and State Route 55 (SR-55), as well as improved accessibility to central and south Orange County. Staff has analyzed the potential travel market served by the project, as well as traffic effects on SR-241, SR-91, SR-55, and the 91 Express Lanes. Details are provided below. Discussion OCTA used the Orange County Transportation Analysis Model (OCTAM) to evaluate potential changes in travel patterns and the utilization of the transportation system in response to the capacity provided by the new connector. Modeling travel demand is always a challenging effort, but one that Orange County Transportation Authority 550 South Main Street I P.O. Box 141841 Orange I California 92863-15841 (714) 560-0CTA (6282) State Route 241/91 Express Lanes Connector Update Page2 helps with planning and evaluating the effects of changes in supply and demand. It is important to note that OCTAM is a general demand model that includes toll facilities, but is not intended to specifically forecast toll ridership and revenue. However, the model can provide a general sense of traffic changes when new capacity is provided (such as the new connector). Lastly, this analysis did not apply a new toll to the connector since a toll policy has not been established. Therefore, this analysis should be considered on the high-end of potential demand. Model runs that assume a new toll on the connector would reduce connector demand. Market Areas • Four market areas (defined as origins and destinations) were identified in this effort. These include morning peak period westbound and eastbound, and evening peak period westbound and eastbound. The connector market areas were compared to similar market areas· for the 91 Express Lanes to gauge similarities and differences (Attachment B). For the most part, the connector would serve central and south Orange County in the morning westbound market, similar to the 91 Express Lanes. However, the proposed project would extend the market area farther into south Orange County (defined here as south of SR-55) and improve accessibility to jobs and housing to and from that area. • Traffic Changes Traffic changes were also modeled with the new connector. These changes indicate a moderate level of demand for the new connector westbound in the morning and eastbound in the evening. The new connector would capture demand from the existing SR-241/SR-91 interchange connector ramps, the 91 Express Lanes, and portions of SR-91 (east of SR-241). As modeled, demand for the 91 Express Lanes could increase between SR-241 and the Orange/Riverside County line as a result of the connector; 91 Express Lanes usage could decrease between SR-241 and SR-55; and general purpose lane SR-91 traffic would be lower as a result of the connector. Traffic relief benefits to the SR-55 appear minimal given the existing, high-demand on parallel facilities and corridors (such as State Route 57 {SR-57}). Traffic changes cascade throughout the system as a result of the new connector. This cascading effect starts at the SR-57, then to parallel arterials, then to the SR-55, and finally to the SR-241. As a result, relatively low traffic changes were observed on the SR-55. That said, the connector offers the traffic benefits mentioned above, as well as increased accessibility to central and south Orange County, depending on the final toll policy for the connector. • • • • State Route 241/91 Express Lanes Connector Update Page3 The connector toll policy (and related governance) is critical to the success of the connector, as well as minimizing impacts to the SR-91 corridor and the 91 Express Lanes. A low-or no-toll policy on the connector could push too much traffic into the 91 Express Lanes westbound in the morning and eastbound in the afternoon, between the SR-241 and the Orange/Riverside County line, thus undermining the effectiveness of the 91 Express Lanes. Conversely, a high-toll on the connector would lower the use and utility of the new facility, but reduce impacts to the 91 Express Lanes. These issues underscore the need for consistent, cohesive, and clear management, policies, and processes for the new connector that seeks to balance demand between SR-241 and the 91 Express Lanes. A more detailed operational analysis is also underway. This analysis is part of the formal project approval and environmental documentation process. The study is evaluating three design options that consider how best to integrate the planned 91 Express Lane access/egress zone at the County line with the proposed new connector. The traffic analysis has not been finalized, but the preliminary opening year analysis indicates potential benefits to the SR-241 and SR-91 corridor, assuming that the new connector volumes can be priced such that the SR-91 corridor traffic is not overwhelmed by the additional traffic entering from the new SR-241 connector. Future year analysis is not complete, nor has it been reviewed by agency staff as of the writing of this report. Project Schedule The initial project schedule for the connector had a goal of opening the connector at the same time that Riverside County Transportation Commission's (RCTC) 91 Corridor Improvement Project (CIP) was open to traffic. This approach implied the potential to have two overlapping construction projects in the 91 corridor. On the positive side, this approach could reduce the overall duration of construction on the 91 corridor. On the negative side, the construction conflicts between the two projects could lead to project delays and higher construction costs. Given that timely and successful completion of the 91 CIP is as important to OCTA as it is to RCTC, agency staff has worked with TCA to develop an alternative schedule where the connector would be completed one year after the opening of the 91 CIP, the details of which are still being developed . State Route 241/91 Express Lanes Connector Update Page4 Project Funding The proposed SR-241/91 connector is estimated to cost approximately $180 million. Initial traffic and revenue analysis indicates that the revenue from the connector project can finance between 25 to 50 percent of the project costs depending on the various financing assumptions. This suggests that additional funding sources are needed to construct the project. While financing mechanisms such as the Transportation Infrastructure Finance and Innovation Act of 1998 may be available, these strategies still require a stable revenue stream to repay the federal government. State and federal grants are also an option; however, at the moment, OCTA policy is to target all discretionary state and federal grants towards the Measure M2 Program to overcome the impacts of the recession and deliver on voter commitments. TCA can also provide funding for this project, but that agency also needs to assess its funding priorities relative to its planned capital projects. Next Steps • A project report and environmental document is being prepared. The draft report is expected to be complete by mid-2015. At the same time, TCA has commissioned an investment grade traffic and revenue study, tentatively to be • complete spring 2015. Assuming a funding solution can be developed for this project, construction can begin in mid-2017 and be completed by end of 2018. Summary A new SR-241/91 Express Lanes connector would capture demand from the existing SR-241/SR-91 interchange connector ramps, the 91 Express Lanes, and portions of SR-91. The project would improve accessibility to central and south Orange County, and offers a new toll-to-toll connection between portions of Orange County. Toll policies and governance are critical to the success of the connector, as well as to minimize impacts to the SR-91 corridor and the 91 Express Lanes. In addition, the construction window for the project needs to be carefully coordinated with RCTC's 91 CIP. Finally, the project cannot be solely funded from incremental tolls generated by the project, and a full funding plan is yet to be identified. • • • • State Route 241/91 Express Lanes Connector Update Page5 Attachments A. SR-241/91 Express Lanes Connector B. List of Maps Prepared by: ;r:;;J~ Kurt Brotcke Director, Strategic Planning (714) 560-5742 Kia Mortazavi Executive Director, Planning (714) 560-5741 • • • Project No: 4 Anticipated Completion: 2018 Project Cost Estimate* Total Project Cost $ 180,000,000 Project Schedule Preliminary Engineering Environmental Design/Construction Completed 2012-2016 2016-2018 * Assumes a 2-lane connector, extending as far as Coal Canyon. Costs from State Route 241 / 91 Connector Fact Sheet (10/28/2013). Benefits ATTACHMENT A SR-241 /91 Express Lanes Connector Project Description The SR-241/91 Express Lanes connector will carry northbound (NB) SR-241 traffic to eastbound (EB) 91 Express Lanes and carry westbound (WB) 91 Express Lanes traffic to southbound (SB) SR-241. Outside widening would be required mainly on the south side of SR-91 for realignment of EB lanes up to the Coal Canyon Wildlife Corridor Crossing. Key Considerations This project was originally permitted as a High Occupancy Vehicle (HOV) connector into the SR-91 HOV lane. With the implementation of the 91 Express Lanes, the project will need to carefully coordinate the traffic operations and tolling policies that will result with the convergence of the SR-241 toll road, the existing OCTA 91 Express Lanes, and the proposed extension of the 91 Express Lanes by RCTC. The project will follow the SR-91 CIP (Project #3) in its implementation and will need to be designed accordingly. Continuous operations of the 91 Express Lanes will be a key consideration for this project. Corridor A (Concept #A-1 } will need to be compatible with this SR-241/91 Express Lanes connector project. The preliminary analysis calls for the SR-91 center median to be widened to the south to make room for a two lane (one in each direction} direct connector. The project would tie into the SR-91 CIP improvements at Coal Canyon. The project will complete the current toll system between the future and existing 91 Express Lanes and the SR-241 Eastern Transportation Corridor System. The project improves access to SR-241 and South County for traffic that does not currently utilize the 91 Express Lanes, which also improves WB SR-91 by eliminating the need for HOV and Express Lane users to weave across four general purpose lanes to use the existing SB SR-241 connector. It helps to alleviate congestion on NB SR-241 and EB SR-91 by allowing SR-241 users to bypass the existing EB SR-91 general purpose connector. The project will also provide a benefit to the Central County MIS area . Current Status Preliminary engineering concepts for a SR-241/91 Express Lanes direct connector have been developed by Foothill/Eastern Transportation Corridor Agency (TCA) and Caltrans. The 91 Express Lanes Extension and SR-241 Connector Feasibility Study was completed in March 2009 and was initiated to evaluate the various alternatives. An expanded alternative would connect to SR-71 or extend the ~· ~ Coal Canyon On ......--Gypsum Canyon Rd Off --, WLC County Line ingress/egress further east. A Project Study Report was initiated in January 2011 and was completed by January --~ On Off f---'--· --·-1- = = 1 __ -_j,, =i====-=--=====:=-= ---- - -----.. --· ·--------. - -· ............. . .. -·-·-· -· ---- - - --· --------•-------·---r ----f ------_._ -----.. ---.-- -- - -------.. --·---. ---- - - On --------~-------- ____.On Ingress/Egress lanes shown within Express Lanes by restriping (Project #3) ~ 2014 SR-91 IMPLEMENTATION PLAN ' 2012. The Project Report and ----,'~ , Environmental Document is anticipated \ --~ ---\ ' ----.. - to be competed by mid-2016. LEGEND -Existing Highway -Interchange/Ramp -County Line llllll!lllllll HOV or HOT Lane :_ _ · j Existing Lane -Proposed Improvement Lane : :. :, Project #3 • • • 1. 2. 3. 4. 5. 6. 7. 8 . ATTACHMENT B List of Maps 91 Express Lanes -Trip Origins and Destinations -2010 Westbound AM Peak SR-91/SR-241 Connector -Trip Origins and Destinations -2010 Westbound AM Peak 91 Express Lanes -Trip Origins and Destinations -2010 Eastbound AM Peak SR-241/SR-91 Connector -Trip Origins and Destinations -2010 Eastbound AM Peak 91 Express Lanes -Trip Origins and Destinations-2010 Westbound PM Peak SR-91/SR-241 Connector-Trip Origins and Destinations-2010 Westbound PM Peak 91 Express Lanes -Trip Origins and Destinations -2010 Eastbound PM Peak SR-241/SR91 Connector -Trip Origins and Destinations -2010 Eastbound PM Peak 9. SR-91/SR-241 AM Peak Period Volume Difference -with Connector 10. SR-91 /SR-241 PM Peak Period Volume Difference -with Connector . · .. '!:. , PO~.\ONA / we~ cc~L~A 11'.Awur. '\. I , ---·' r-:--::_:r "'--<-'._,;I::~~ lAPUENTE ,..; •·(• -,:0 '\.._ ·-LOSAN'.)8-E~ \) . ~~.t: ·-=·, ___ j ... \ ~ ov.'1.roNo'· , ' • PICO i .. ··,...,,.--• ...,:-.... 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' .' ;:'·.'/ -"-._ rT \ --,:.:·.:"·.' .. ;,·· !Xl\VN::-Y m:i--..L__., -_j' FULLERTO~ i " •: . ' ........ . -\ARTESL; ""-_i-"'". @ LJ.KE'l/0001 \ ,•'-.... '• ! ?LACENTIA /' SIJE~PA;/'"~fu-\ IJ<KEWOOJ \ (; ~ ~-~---\ ,• CYPRESS ~ 1J~~1•1 I _LCNG S:ACH l/ 'SJ> r~ " f <, ·•• BELLFlOll'E YOREALlNOA'-·• ._--...._, :I LOS '\_ ) l 'fau. ·, :~ ALAMITOS 571.~'TO:I "\. , j PA.~K I ~ \. . ;. • ...!...°"" \. l § ~ \ --~-· ,~--Gl..'iOENGRO\'E \i ORAN~E r . ...-' ' -------\ ' . ,/ SEAL BEACH t== @--~"' f ·§~ 1·1:sn.111'ST5' ... ~ »,, ....... '-, '\,. FOU~oAJN "'-V!.l.L:V ·-......_ """ SA!'.'TAA/l/. ~NTINGiON EEAC.:i ' 2010 Westbound AM Peak ORIGINS DESTINATIONS 25 or less COST~ l.\ESA •' '"'\ . ;;\.. .. .; '\_ . ~~~C11 ~=rC > €EJ~..._~ ., "" .. . .. ~ :~ ·~CHIN•:> 1.AGJ:"'-'\!Gt... E!. 26 to 50 5 or less 6 to 10 -11to25 Soureo: OCT A '\_ S,".N .. U!...IJ 0.~TARJO 51 to 100 More than 100 --More than 25 : No trip origin or dostination (A\~ ii-: ---: \J [} Miles \ , ' (;;?iSTR•NO ' ~ \ .... ~!);.II~ '~ • PONl • . . s;.r~ Ct.£'.':in: '· '· ,-----·--·------· -----------·--~~----------------· -z. ' I ·! I ..._ 2 / oeeimo>er1. -~'"'""-·'-~~Th-,,~ ........ -... ~~ W:\Rcque:.ts\POCS\SP\PA\\100ELING\SR·91tino;>s\91_241CorildOt\9-,-:-241_201owc,1b<i11.ui"o-...AJ;CPPT_ m OCTA ~=~~s !.lU~~l:TA I. .. . . . f• • I tAFU:.'lTE w:~·co~iw. \\'AU::UT I ·/ • -1.: ' .! ............... -·--· '". '--·-. . ·./---'~:~:.-R ,:~:. ---·-~.:'.,TY_ornouSTRY ---:-:;; / .•.. >--J . . GID----, ·ov.1.1:iNo .. , ./, ::--. ' .. -~ ' .. ""~, ·. / .. "·.l'-=J,,. ·1 , .• )···I .~ 11 .• , .. . 'U.HAE.=<AHEK>HTS_1 • · •• •• ' ,. r-~--· ~-:.:.:-·_:7 ~~:--.::.,~-:--~-l~ i~; .. I ~A"RA S.'<EA I . c,: -1.-i. , .. , ,1 ...... ··::.~L :·~;: : .... ·>·, ,-J I· ,·.,·-,':,;-· r· .r:-. \:. PICO ( ~ RIVERA ·w ,,.,, CHINO ~\ \ C•l~OHILLS YORBA LINDA' : : •. /· ~;,CENTIA I ~·:,, ~ .. ~-.... 1:.;:\G 6EACH .• -~SS LOS A!./JlJTOS in I~ sr-:.~'TON ~RO;N(;~OVE "==' --. @ ~1 '.'l:STl.'INSTEil -, "~"' --~ ~~ITINGiON :::.-· .. .... ·~ FO~ifJP: \'AL\.EY f'\ ', -· i: ~ r·. '· '-snn "\._.,.,."" ·-,, ~ __ ,. .._ IE ··~· 1;:;w1= \ / ~,..,,,,,, -,.· 0.\f!ARIO ---' I I •lo H ·-----: ' ( ' I ·----~ p\ " " \ I.AKE FOREST • • '!fill. ..... ,-... .. , .. -. ~N:H:::> ? S.:.tHA r~----------------------... I i \ _i _., -. ....... ~v:.~so: :ill ~ \'\ '"'-" LAGUN/. \. 'ISS!C~J VIEJO . ,. °:"'. ···: 1'10005 ~._,_, .. N:W?ORT :EAC" ''@!•~ ~··..::. , 1.AGUN~···~ ,. .. MARG1'RIT,; 2010 Eastbound AM Peak ORIGINS 2 or less __ 3to5 -6to10 --More than 10 OESTINATIONS 10orless 11to25 -26to50 --More than 50 No trip origin or destination '· -.f,' •· . ' ..., -. H:LLS ; -~: :" ·., ·,,/,·· Al.IS~~< ! / , I " ' ' : . \1EJO ·.._ !' • t \ '\.. · \,1Gu~A . . " Source: OCTA SM/JUAN 'CAPISiR/,~O fA\ ~ ii ,.: -..; '''-~\,EA~ ... ·. • :, -·~DAN' ,'ilJ' T ' \] [) Miles SMI CLE1/ENTE ...,__ '/I : L I , ~----------~-----· -~ I I ' l / m OCTA ----------; uo:<::::ov.:.u:v <w F:F.NS C,:..~-.VQ\ t.,.;f.E t;..KE El~l:lC:\E ' '.tU~!:\IS1\ 3 oceemt>Cr i9~ 20Tl Ponk:J'ls oftnts mnP COpyrlgriied t>YThOinDSeros ~\aps end reproduced wlln permisston. W.\Rcquests\POc-S\SP\PA\MODE11NG\SR-91\tncps\FOiPPT\91EJlprcuLOtie$:::to-1ciEOSibouftcf_Ml_PPT_2013·1212.mxd ,,..--. ...... _..._,,/" ·•·, I • • /·I •, ~· "ITTlER ,;.....__~ 1..APUENTE \','ESTCOVINA1·::.wur. .........-....-.-.::-. -\~Ho ;/ .. ;.i)"">'\ --.:. / .. 1-··-.· r' '"·-1 .:;• ' I• • \ i'. ' .. ,: ,.. "':. ........ OTYOF~IDUSTRY ' .. '.--1 LOSANGElE\_ / .-":·c;::. -~· ·-;~ · ._ '--. -__ ..,._. · / \ ~co I ·.'-. :.,. ''--... : "TIID·---·-· .. , DIAMOND ., FWERA ·w-· '-,.;·-.<: ·-: ' .. c:, . e.<R-.' w , .... , .. 7 .,. :\'. .,• • '11 f l \ 1· , ,,c ·:·:;_-)';·~·'.!;:;,,":,,. , , I ,: '.:'-'-; f \_ IYnITTl .. R ·~LAHAERAHEIGHTS_:,:j --. ,-'. ... ~. · l-._. ~ 'I\~"' . i--~~-'~-~:7!f-~:~r~'.7"~: '.~:, •:QR\\' "lll~'nA J .. ,, • ~ "' · . I"::, ' . , "' ~·~ ,-. . .. . o-;1~.Jt'1LlS r 'ULLs1ow ..!.. voRBAuNo.\"· ... , .... .'>/>._, ' ... ~ . . . :--~-' . R.ACENTI~ . .--..... \ ..... _1 " ' ..... -\ x_ ____ -=----~©J---~,. -~ /" SUEN.\ PARK "'... f '-~-') .. \ ) "'"= ANAHEIM /. ~. llli.' ' VILLA ' LAKEWOOD ) CYPRESS '\.. }! ! P.\RK "--... f, . I '-,~LONGBEACH .Y LOS STANTON \. \ ® im ALAMITOS '\__ ORI.NG• > * '\i l -t ~,,..-,,"'-.,.~-'~-l _(_ ·-, GARDEN GROVE \ ' ---........_ . . \ ·, "--0-----~'1.;...// SEALBEACH ~ WESTMINSTER :.-0 .. ,, ~ '-.._,_" FCJWITl.'N """~' ' ~~: / NTINGTON EEACh -·\°'/ ,/ c:/is~~ /' / .,·' SANTAA!'\A ·:w. ·• . (,.''; 'i' ,. . ~'l ...... .:.j ~\'/?O'lT BEACH iiBl' ... .,;__ / " 2010 Eastbound AM Peak ~" ',.1,, ·. OOIGINS 5 or less __ 6to10 -11to25 DESTINATIONS 10 or less 11to25 26 to 50 More than 25 -More than 50 ; No trip origin or destination -c, Source: OCTA LJ,GU~A l'IOOOS ~ -... O,\~A " 5t.NJUAN J c;,p15 fR/.NO. ~ (' \ POM \ ~~ .....,,. s;.N CLE1.~ENTE Pon00ns 01 uus map coo)Tlli•1e<1 bfTllomM-Bros L<ops •••• w~' permission. . '"''. '.'!. i-. r ; . ·.: r----:-· --------------· --, " / --.. ___ _ t.1CRENO Vl..Lt.EY . .. ~ ' ::.:.-.re·: !...:.r::: ' ( \ ~Er\NS t..:.Y.E :!.!1'0~!: '-. !.LR=.1:.A •• 4 \V:\Requesti\POCS\S~A\.\,OOELING\SR·!l1\mops\91_2i;1 Corrldor\91·241_:?01 OE'1SlDCund_AM_PPT.. -r.-.. LA PUENTE WEST CCVL'lA WA!J'IUT :-··,-!:_' \. . ·-. . . . / • "· ..._~TYCFINOUSTRY .' . .• ,--• . :rliiJ--".(OIALiil.~O· , I . ·."' .·SAR •1; I ~ :~· ) ·. :,,.( :.' ~ f ';i _,/ ,..~ ?::1:-~;·f;;~"': ~%-hASAHEIGHis. .;.:-i :::::\:.·.~.:'-<. J1.··:' SJM.'"i'ON -.__, SEJ.LSEACH ~' . ~ ~r-'··--·c·c-NGTON ;.,, ~ 2010 Westbound PM Peak ORIGINS 10 or less __ 11 to25 -26to50 --More than 50 DESTINATIONS 2 or less 3to 5 -6to10 -More than 10 Sourco: OCTA ~ • ._...... ,-.,_ ... ,:· 'm;i ~ ' @J / . " J' /'{ .. ~. ;.-... , . ' '.'. ~ -l !El '~ ,' '"~.-:... ·t· ~ ml\'"·'-.. , ., '/ ' . ,,,, ~ .._ ; No trip origin or dostination IA\~ ... -:-..; .•':. ... .,_ L.AKE FOREST ffi1 -' '-' 5ANJU.\fJ f CAPISiR.'\r..!O w . .·""' R.;f\:H:> • S~NTA / r.~RGARITA \JI) Miles ~~, S:.l~C_LEllWTE_ /8'1' I ·' Li r' :------'·, r' . ;,/ --,. I. .~. ; I ~ Y:RRIS ·, l.1V~Rl:TA 5 December 19, 2013 Po.•Uons OftftlS M#p copyrtgh(ect by-i'ticinaS Bf0S-Map$8ndrt:pfoduced wl:h perm~k>n. W:\Requ~ts\POCS\sP'PA.\MODELING\SR-91 '.mops\ForPPT\91Elpresslonu_2010We3Cla.Jnd_PM_PPT _2013· 1212.mxd ··· ' --.. LAF '' ' -";::. ·• ""--IF-N.1E l'IEST.Covlll '' · ' ·.: ·~ · . A\'.'.Al.NUT • = PICO ' -·~F.~ ,,,..~--,. . .. ~ RIVERA W..;i -.:ii'''· :.;r · '-.OTYOFINDUSTRY • ~(""""' ""'· ... m .··:/:''·· ,,,, ::, ~-~"'.' 7'.'.'.' . .. . .. "" ,,,.,;;, " ." /•-''"' " ';( ~"'~ / SANTAFE i(;..t,s~':.)• ·.. ' ; ' . . . ' " ' ( ~·~· I\ ~~" · ___ ~'"'":' .,_ ' :· / : /,re, '. ' ~' ..J..--+ \.. l :;_---~-~,~tf:--:;;..;_;:i > -"" c ~'O~\YA l .i/\ER.\ s.qEA '.. "'· ,:;. . •. :~ ' .. , ~""""• "\.. "'·'-J, ' .,, ' , '.''"" o.~•m Ill-l '-.. _,-' ' l ;: :;:_:,,: .. '' ">. , ____ _J \ .._ X' FUUERTON' I " • · ,,.; ~ .-.. ! -· ' ---' ' -., ' ' _, ,, .. ' ' """"""' ' ';,'-. '-'l' =~··~· ·<.· . .', I ;' SUENAP.\R!\ .._~!jj! . . " \ ONT1':\10 \ ... --··'-.-... \FlACE!ffiA . . ' ,'•,' ,,..... ___ _; ~ ,l ............ ------.... ,..lll ... ":----(r' >·-·' l I ,, ,~-·, ,---· . . ',. ··-' ~· ~ ' / ,,_ ' ' ' -' ' ~'~''" '/ ~· " -~· ' ', ' .. '' ' ' .. ,-., ~ r ~ -, -· . •,·-. _.,. :'-' ,, --· ·.: . ··. · --,\,_,;-.,1 --,.,.,_li!i! =•" n••., ' I I '"" ··' ,_ ,.. . l ; , , . -' /" ' ', ~ -·~ ~· >i< ,, •:(' ;' . ' ,• \ ·.··.:. G:..ROE::GROVE l ~ / -· ~-----...-@· -· /'1 SEAL BEACH ·~ WESTMll"5TER ..--,:-...... .. , SANTAANA . ').' ·:. ~ '~OUNTAJN . , ,,,.....-~ "." Vio.LLEY / \ ~ ' ... '·.____, ___ -< ... --._ 1;wn~= '<I ~ --· \/ "'~ ;, N'TINGTON e:;,.CH C.:>STA ,,. \ "= ........... ~:-....... ·--I \ ( .. , .... ' ... ...... '\ . U.KE FOT\EST .· .. :,'. •, '·-';' -mi P.Al!Cf.J S~t:r:. ·~. ~MES.:.//'-·,; ·,,t·-...~.\_ / ' ·~ ', -. )\ , ':' L.AGUX'. '\,_ , SIC:; '.'IEJO .. ·•'. •: · ; WOODS -.~ .. IS •EACH ' ~ '' ' NEW?C'IT .--':· • ~.._--....,_ •/ ~Gu~;. ,____ ' ' ·, :, ' '''-, "'" I l.~G.:.RiTA 2010 Westbound PM Peak ORIGINS 5 or less -6to10 --11to10 More than 20 DESTINATIONS 5 or less 6 to 10 __ 11 to20 -More than 20 ,_ . ·-· No trip origin or destination ---.....~ ' ' • "-~ 1 ... ., 'llSO . "\. I • :'. -. ~<EJO '•....._ r . .. ... ·.. \, '-L.AGU.'I/. • ' . I '"\ .. , • ....._SEAC'i • . ,. LAGUNA i. \~ ·~:' _~;Gua \ ' . . \ SAt~ ..tUAI~ i CAPISiRAr,o \ ~ ~ o;.w. .. \ ;io:Ni ' s.;N CLe1.=:,'\: \ -, L-:::::,,~ '-.. J Source: OCTA ®~-..:.-: ---,:/ :/ ... I ""' ;{kl .1';, I i .• ·:;'/.". / ·:-. : . _r_-:._ ___ . __ :~~-~:.·_ r· ......... /· m OCTA ) L------------· ----~:---:-1·· t.tO?.ENOVALl.:Y f ® PcRi'<IS C.:.'-lYO\ U.KE \ l.:-'KE ~Si~:o": ·--,. { ~ ... --: ..... _ .·-. .,_ \. .:.MURRl:T/. "'I . ... 6 °"""""" _.~ .. -""'"'""'-'""'"-;,_ __ a-"•-•••• _,,. " .. _ •• .._ W '°•.;o.,.;.;;.-\cn·r<i:'lcO\o&"_."'nc:i u • .ii':Xco.o,1;,;.,-i1.;..;;1ot .,,,,,...,.,~ .... 10-..'>A, • I•(: FICO 111\'EFU 'W . • PO:.IO.'IA I ..... ----·---·--··-·-----,r·· .,, . ,., I --------------..._ I I lAPUENTE IVESTCOVL~\\;\LNUT. /,..;..":'--.. ....:._;}_ _~,_~· --:.._ _____ -·-·----. · -. .. · ' c · I .• ..,. O.~T' 'to I • ••· ' ,.·;_'.' 1<-:, ~" i l -·-·-·-·. ~ CITY OFUlOUSTRV ,;./ ·--'.~ .• r'--.J,. '. . , ' : ~---. i' .. \ 1\ (fill~ \fotAMCNO-' #~ '-"'. ~ •• _ • SAR I · -.). " .~. r • ru' .. \°l'HITil:iR =· w ·::..;:..,··Ii.,,_ . ? -'·'":i: LI HASR,AHEIGHTS.' :~. ,' .(',. •· ~ "" °l .. _,.. ... :~--'.:::._/+:.::....:. __ -:-;;-:--' .. ~-..:::....., oowr,:v t-.0=\\\').Ll\ i 1 CYPRESS LOS -'l"l.:iIOS SWlTOll fEj W~ w:SWIN$TER ,. .. _ ... i': I 2010 Eastbound PM Peak OOIGINS 5 or less __ 6to10 DESTINATIONS 50 or less 51to75 -76to100 "-.. ,'2 • 111025 --More than 25 --More than 1 DO ·j No trip origin or dostination ,,. ·:::;::: .. }!'° .. Sou<co-. OCTA ·:, ,,._ .. , . ._.;; ..... -·i· ~ :_. ' # .. _. : _,/ ':.\1: ·. . ; r.· 'w \ lq\'IN: '\, '• .. . " "·•. ·1,.; , '· .. ~~.;--.... ,, ,. :.1:-;·::·. /,' ·H:· ... , ··:· ·,, j'': <' '»·. ;: , .. ' !El ·-..._ '•. ; ' ,. ,• '•. ~ ·~ ~· . ~ · .. LAKE FOREST-. " •.: .. ~-LAGUNA \ .\'."°"'-~S ·...-., 1.~lSSIO~J VIEJO .... , ~< . .,;::· ., ~"' f LAGLJ,\;;. } :.·· M'llS 1 ~',· ALISO -..... I· ,. '. • : V)EJ? • '~.,1 . " LAG!.~A ·" • '"\ .. ,_~5EAC~ . · '. LAG!l!I!{ . ·~. ;· ~IGUEL \'' .---.' ',, ... ~. 1~' \ .SAN.!~ "t.:·· ," .'' jCAFISTAANO;~ ~'• .. ~ ..... \•1 ''• ,· p _,;~: •·.J . !,·_~·;,, RANCHO· · SANiA l.!ARGARITA' '-\!:, :·o;.NI, , .. PO!llT \.,;;,, " SAN CLEMEllT~ ~ ... , (A\~ .. -:---: \J [) Mile& ~ . ;, ;,.. . ' ,, '•/ R.NERS!D:: $(' :-~ ~--·r---~-------· I':. ' .., ' I ~,._~_···=·:: .. ·; ..... :/.' . . -· ~/ • / ----.#:. ____ -? ;1. -.. , .. ', \ ------·----t.!O~XO '.l..:.u..:v ~'. '., \ \ ,,._., ~ \. .. '·, ~::R~IS '' '· Uit<E Et.5th •, !.~v.~ru:r,; ', 7 oecemt>er-,9~2013 Pottkl'ls of this mop tO?Yf~led by ll\omos Bros Maps cnci rC:PfodUC:eo With i:lcfmtU-10n. w:\Re-qiseiti\P'OC:S\SP\PAV..:t0l5EL-ING\SR;91\mop!>IF0tPPT\91Erpres!.Lones_201oeos1bct.lna_PM_PPT_2013·1212.mxd ~~~:r~.~91-----------®: '\ P:CO \-\~ SANTAi'E SPRINGS 00'/llC:Y \ oo;;~·· ciw o,: umusTRY · " ,'.·-,, ,. ·-' '\ --....... • / .. , __ J @l-----r OIAl.!OllD •• _I '· -~-. /; :. . ~/ EAR'. ,/ \\RrilTTIER -· -:;."·. '1 ''.I • • I ft I '~-~~~~~:~~~~:~~!!:_-~:~~~~~" i LA .('~·. "· I HASRA 6REA. ' ·,,,,, ~';!:~:i·~ ' LA MIRAO~ J_j ''-._ r• \ FULLERTON ,,_1 ~--BUENA PAl<K -·@--· -BEU.FlOl\'E, -@· -·-·r~· . LAKEWOOO \ ,.r ~ . ....., ' ~ ANAHEll.I • (CYPRESS ~·ooo j/' ,---1 LONG BEACH / L~S '-·"-""'""" AIJJ,UTOS "" '-i,!!$ \ ' /' SEAL BEACH ,, STANTON Gi<«O£N GROVE ~---' -l'l'l-~ V/ESTt.llNS~ '· ' '· ·.,__, FOU~'TAIN ~LEY HUNTINGTON EEACH co_sr~ "'1\l:S"' ~"' -\---· ' S:.NTAA/ll. ''------2010 Eastbound PM Peak ORIGINS 5 or less -6to10 DESTINATIONS 25 or less 26 to 50 -11 to25 -51lo100 More than 25 -More than 100 [.. __ ! No trip origin or destination Source: OCTA ®~-~--: .. , '. s:.NJUAN t C/\?ISiR.\!lO ~ '~ ~-s:.N C!..s:.=ure. '-o ... mber. _ ....... '"-~·---... ~ ...... _ -..._ 1, _;_i __ _ ,-". ,• ....... · •' ,-.. " ~·. ·i:c·j• 1 :·· . ·r -.~:: . ·~ ... • .. { :·. "' ". j.i: .• ., ~:' . ·':; 1 ' " . . ,,,, 'ii ·'· --·----·,I,· ·:1 r' _,._ r---~----.--;:-----· -· -, .:{_ ..... • •!' ·'. '. :,. ' ,·: I ·'. :::~ 'i . __ .. ~,., ... m OCTA -/-· -·-------i I --1.:0 P=R'1S l.IUR?.l:i/, '·, 8 W:IRequcst>IPOCS\SPJ>/,C\\OOELl>IG\SRC91,,,,opS\91_2•1Ccrr<lcr\91·2•1_2010Eo> .. OUod:Ffl"'CP.06.mxd • l[i _ . ,; .. -•;-:_11_c ff .,.,,____,( " :· ; ~ .. •. ,.t...,·-!..l. ·1~ •--I -.•' , •\. ~ ~:EUJ.'1 LLE~TO:N: {«:--].-.fl P17ACENTIK-~!\~ I ij \ I-~ •;:;ff --~ ~:""\i -,Ii=---: i§f \~·/"' ~~o.;,?~::'~·~J\,_ii.. 'L w-1. ' sl 1 t;· ~·-----• · -, -,,--, . .J li7 .. _ jl ui ,1.h1 .,..~~--, ' \ It ]·-=--~·· ,. ,, __ .,.,..:::-, n. , ... J· I "I' .-.,_ --1. j• -<r",. \ \ • '""' . ·• ,:o--~ ~ 'l "'· -;,.._..;;:~=';:~~IJ ...... ,~ ,· :. ;· .. -. ""· ~"-·ii. _,.. .JC~l ~-'" ,, r-· ,\ \• \ . ! ,. ,, !t~~-. ~: '\ I• l~<;_~11; !l ! " ,, ;'.~· J:. ~ ':. .... _;:-.-:..=:: -~ f ·.;:"'· .. -;.;_, ~ ... _-__ .ti ~If'" } ,/J,: 11 gj o .. -~~A .. ., •u" SR-55 HOV SR-55 i :ff Nonhbotnd Northbotnd ~-~===::::::__J "'• No chsnga No change ' BALl " i' I, ,I --!~-~-El'!~~$--!~ H '":,_g :--fr~ ,I . ;:--•I J .. ,. ;: ff J .. ~ :r \. 'I !~.,-F -<l I' '! ii ;: F--·.,: /; ORANGE '1 ii ;~ ~l~-.: :~ \\'~~4U~~-· :;,.:1 !. !2' •: CH,\PL}~ !. ~J.\ :i -==w ·r H _L y .I " i' J' I ., 'I ;~ ,, (/ ... _ \ . VILLA PARK 1' s-f i: " I . J, I' -/I JL . i;--CH!f~ -" l• ---· " ' LAVE.TA :; --: ;--:/ ... ,. I• --\\~ ~ \'"1> :• \·~ ,, \ I f: ... :• .... w J .;~ .·." .. ·~~;; ... ~TuSTIN ·.:. ·-:'' ./ · .. "1: '"' .-;,. ,,~ 1,,, ,,o.;..:,. ..... 0.:,.-·••• ~.1. G~)'~U'~fJV .· _,}: ·: "-SR-241 NOl1hbcund Nochsngo ,....._ r SR-241 ~Olthbound 1 '-Nochanga s-IJ,.,'<co .C:.z..,..)'o, ... 'I • \ \ \ \\ NOTE: Model volumes not constrained by capactty. AM Peak Period Volume Difference ' \, \ \ ' \ lncre .. oin { -[Majorinaease] Vokttno -IMinorinaeasel --[NO"~s~l Oocroase In { -[MJMr" d~eas'; Volume -[Major decrease) Source: OCTA: OCT AM 3.4.1 ®o o.s 1 !Ml!'IMI., Miles \ ,, 9 \ \ \ December 19. 2013 Pon Ions. or 11\\~ -mip-COP)'f~ltd l)yil'lomos Bros Maps ond -,cplO:lueca with pcfrn1Sslo11. -W:\RCqUcsts\?ciCS\SP.PAVicio-ECTNG\SR--:91\miiPs\9C2'TcCr-i1Clci\!f1:-2;i-cAt~~VCiU-mCt51ftefCiiee=.rcvtSCd_201 J.121 a.mxd ' -~ 'I \\ 1: ~:·~ '~ LAP~l~ i, -" 'I I :•1 'i ~~ -~~~I I I ml' ~J 111\I ~, .. .. I• A 1: --\. .. ~ . jj -'I l" 1[ £.EFR~?-s ll :! ·' ·':...... ././ 'D!> ·,;ft I L -11 '\\~;! ~; •\ \'·1 \. L) IL DL>=i l'r:cER ;-J~ -:] ~m~r. ~·i :· .. ~--IL... ti:' ll r-~f,..._ ·.~ !'._·-. -=-~1.=-~Ii -·1~ ,.. ,_ :' J: 11, ,: "· .1:-" SR.SS HOV I -~ . ~I Notthbot.11d c::.;--:;·r 1 v·-:-:-;·r J o: c:-:r-~\ IL; Mnor N=n<l11)· L..::====:::_....1 Mnor • -_, I' -1: 11 iC/\TB.l.A 1, 1•·= -,r-i~ 1, 11 ti L Ji I I: ;: ,,--,, ;: v .· ·y· ORANGE' I , ~ _ -·· .. \\%Uui 1· fl!T J'. --y •j !21; I; ~-"·~l:.'i"' 1. Cl,~ I .. :· ·1r...:..·. .0:-..,,.. ,• decrease dectesso . .., VILLA PARK " ·: ' ,_J. ... <) ( '! ---!;-----! g.{f~i_ --4• ii 11---, :-JL ·-LJ.\.:PT!• _} JI •r 11 1! ji· -::;-_.!--~. 1; \& "~ \'.~ ·I 'i ,, 1, If ) / ., I " Hl:;5~~ SR.SS Northbound Mnor decrease ~:f~. / " ~_:.~ -T ~"'::_' /..fnor decrease II ·~ • rlR~>: --~~-:.;:. .. , _,.{, r;I r=SR=.,=,=, Sn= .. !h=1ini=.nd::::;ii1 ,.·"..). ,c ' •• 1 ' _, .... '"' \,'(! \;.~ -°i;:,,,, _q., ... -::-_ CANYOUVf.W : -.,~·~ ' / ·:~~· .. ~.: -'.· "-----l I SR-241 Nol1hbound Mnor inCIBsse IRVINE Po:uon• otlhl• map copyrlgllltd by Thornos Bros Mai>< •ce• wl"1 perm~>IOn. : ; s"i.•,·rt.; .G'oc. -v ... .,o,., SR-91Wes~ l.fnor decrease J SR-91 Westbound Express lanes Mnor increase '\ \ ' •\ \ '\ \, \ \\, NOTE: Model volumes not constrained by capacity. PM Peak Period Volume Difference lncreaseln { -[Ma1orincreasel Volume -[Minor increase) Decrease ln { Volume --[No Cllang_~J -[Minor decrease, -[Ma1ordecrease) Source: OCTA: OCT AM 3.4.1 ®o o.s 1 lill~iiil"'! Miles \ \ '\ \, 10 \ \ W:'llcqve5 .. IPOCS\SP'.PA\MOOELINGISR·91\mapS\91_2<1Cotridor\91·241_PMVolumeO.rterence_rev•s•18.m•• • POWE RPO INT • PRESENTATION • • • • 91 PROJECT STATUS UPDATE SR-91 Advisory ComrrUtte~. 'k' May 30, 2014 Recent MilestOnes • Opened the 91 Project office in Corona • Authorized all final design and construction to proceed • Formal groundbreaking event • Start of construction $421 Million/Year in Economic Output: Direct Spending in Riverside County $220 Million (52%) indirect · EGQnomi~~QJ~,,n~tJts ... ... have started • Corona office opened in fall 2013 -275+ workers • Project is adding 16,200 direct and indirect jobs - 4,600 for construction phase • Project is buying from local businesses/vendors whenever possible • Early equipment purchases and construction materials have arrived on site • • • • • • ;;'.i-'; ___ ,,; _'.-~ <~:~<'(;Q[i~S;',-i~~;;f~~C~'>~~:<:-:~d) toll Systems;~xgreement'• Resolutions of Necessity as of May 6, 2014 Acquisitions Total property interests: 241 Prop. under RCTC control: 131 (54%) Agreements -Final RCTC Board Approval May 14th Early Track Relocation Work -Near the 91/1-15 Interchange -1st phase of railroad-related work has started , . j.1 i!X.~~~eD\.EM'I~ and Relocations i. '' 1Fw1:::,Jie .. ,i I roact.Ait~S"~en and Track Relocations • • • • • • m ,,i,"'Gl.U:[!;!1~ £orri~g~S••·· Construction Activities tivity Geotechnical Drilling Estimated Start Quarter 2013 stimated Completion nd Quarter 2014 :3rd Quarter 2013 14th Quarter 2016 Land Surveying Property Demolition "'"'"""'"''-"-''"' ccmcmm»» ___ J__,,,, "'""'"m----•mccmcc-~-------,,,.,,,,,_----! i4th Quarter 2013 llst Quarter 2015 Tree Clearing ., , ___ -----------------+---~·--·-------·--------"""""_"J______ -·----,----~ :1st Quarter 2014 l2nd Quarter 2014 -~-------------·----! Railroad Track Realignment l2nd Quarter 2014 rter 2014 Property Mitigation Const. (cut and re-face) Quarter 2014 4th Quarter 2014 55 MPH Signage in Project Area Quarter 2014 Pr~j;~tC~mpletion I ~'-c:-:~~~~~-Pl_~_ce_m~-~~---···~------------------·_------+--+~-~/~:u-r-:--~~1-r42~~~ ::::-:---~:-:~-~--=~~ ..::tare in Construction • Lane closures limited to off-peak hours, except during emergencies • Extended hours: Freeway Service Patrol tow trucks • K-rail for worker safety • SS MPH speed limit • Advanced signage • Construction Alerts • Social media postings -::o, he Metrolinl< Advan • Leave construction behind by taking Metrolink • 91 Line: Operates M-F -Runs parallel to 91 through Riverside and OC, then heads to LA Union Station • IEOC Line: Operates 7 days per week-San Bernardino, Riverside, Corona, 9 OC cities • Visit metrolinktrains.com for schedules, fares sr91project.info & mobile.sr91project.info 877-770-9191 @sr91project sr91project.com .,au._ Real-time traffic updates, ieSll.org • • • • POWERPOINT • PRESENTATION • • '. • m OCTA 111 Profile travel behavior 111 Measure satisfaction with 91 Express Lanes 111 Measure perceptions of Orange County Transportation Authority's (OCTA) management of lanes 111 Identify customers' exposure to OCTA's communications and preferences for receiving information 2 • Mixed Methodology • Recruit via email and targeted mailings • Personalized invitations with personal identification numbers to secure site • Collect interviews online • Note: rule change prohibits use of telephone surveying • Sample • Stratified random sample of 800 customers • Margin of error+/-3.5% • Stratified by frequency of use, geography and contact info • Must use 91 Express Lanes at least once per month average • Design: May 15 -June 30 • Review and adjust questionnaire • Develop sample • Create invitation emails and letters • Administer Survey: July 8 -August 8 • Produce/send email and letter invitations/reminders • Collect interviews • Results: August 11 -September 12 • Topline results and cross-tabulations • Full report and PowerPoint presentations • 3 • • 4