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06 June 3, 2016 State Route 91 Advisory• • m OCTA Riverside County Tronsportotion Commission Jennifer Harmon (RCTC) AGENDA State Route 91 Advisory Committee Meeting Committee Members Berwin Hanna, RCTC, Chairman Al Murray, OCTA, Vice Chairman Ben Benoit, RCTC Bob Magee, RCTC Shawn Nelson, OCTA Tim Shaw, OCTA Karen Spiegel, RCTC Todd Spitzer, OCTA Tom Tait, OCTA John Tavaglione, RCTC Michael Hennessey, OCTA, Alternate Kevin Jeffries, RCTC, Alternate Jeffrey Lal/oway, OCTA, Alternate Ryan Chamberlain, Ca/trans Dist. 12, Ex-Officio Ed Graham, SANBAG, Ex-Officio John Bulinski, Ca/trans Dist. 8, Ex-Officio Orange County Transportation Authority Headquarters 550 South Main Street Board Room -Conf. Room 07-08 Orange, California Friday, June 3, 2016, at 9:00 a.m. /D)f§©f§UW~fn') 1J\I JUN 01 2016 ~ RIVERSIDE COUNTY TRANSPORTATION 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. Call to Order Pledge of Allegiance Member Spitzer 1. Public Comments Page 1of4 COMM-SR91AC-00007 m OCTA Riverside Counly Tronsportolion Commission AGENDA State Route 91 Advisory Committee Meeting Special Calendar 2. Election of New State Route 91 Advisory Committee Chair 3. Election of New State Route 91 Advisory Vice Chair Consent Calendar (Items 4 through 7) 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. 4. Approval of Minutes Approval of minutes of the State Route 91 Advisory Committee meeting of March 4, 2016. 5. Approval of Minutes Approval of minutes of the State Route 91 Advisory Committee meeting of • December 4, 2015. 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 2015 through January 2016 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 2015 through January 2016. Page 2 of 4 • • • m AGENDA OCTA Riverside County Transportation Commission State Route 91 Advisory Committee Meeting 7. 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 February 2016 through April 2016 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 February 2016 through April 2016. Regular Calendar 8. 2016 State Route 91 Implementation Plan Alison Army/Kia Mortazavi Overview The Orange County Transportation Authority annually prepares a long-range plan for improvements along the State Route 91 corridor, between State Route 57 in Orange County and Interstate 15 in Riverside County. The plan includes a listing of potential improvements, preliminary cost estimates, and potential implementation timeframes. These improvements are sponsored by various agencies such as the Orange County Transportation Authority, the Riverside County Transportation Commission, the Transportation Corridor Agencies, the California Department of Transportation, and cities along the corridor. The 2016 State Route 91 Implementation Plan is provided. Recommendation Receive and file as an information item . Page 3of4 m OCTA ' Riverside County Tronsportotion Commission AGENDA State Route 91 Advisory Committee Meeting Discussion Items 9. Update on the 91 Express Lanes Pavement Rehabilitation and Variable Message Signs Replacement Project Rose Casey, Director, Highway Programs Orange County Transportation Authority Rose Casey, Director of Highway Programs, will provide an update on construction and communications/outreach plans for the 91 Express Lanes Pavement Rehabilitation Project. 10. 241/91 Express Connector Project Update Mike Kraman, Chief Executive Officer Transportation Corridor Agencies Mike Kraman, Chief Executive Officer, Transportation Corridor Agencies, will present an update on the status of the 241/91 Express Lanes Connector Project and the agencies' public outreach activities. 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 5, 2016, at the City of Corona -City Hall, 400 South Vicentia Avenue, Council Chambers -First Floor, Corona, California . Page 4of4 • • 4 . • • • • m OCTA Riverside County Tronsportotion Commission Committee Members Present Al Murray, OCTA, Vice Chairman Michael Hennessey, OCTA Bob Magee, RCTC Karen Spiegel, RCTC Todd Spitzer, OCTA John Bulinski, Ca/trans Dist. 8, Ex-Officio Lisa Ramsey for Ryan Chamberlain, Ca/trans District 12, Ex-Officio Committee Members Absent Berwin Hanna, RCTC, Chairman Ben Benoit, RCTC Shawn Nelson, OCTA Tom Tait, OCTA John Tavaglione, RCTC Jeffrey Lalloway, OCTA, Alternate Kevin Jeffries, RCTC, Alternate Tim Shaw, OCTA, Alternate Ed Graham, SANBAG, Ex-Officio Ryan Chamberlain, Ca/trans Dist. 12, Ex-Officio Call to Order MINUTES State Route 91 Advisory Committee Meeting Staff Present Darrell Johnson, OCTA, Chief Executive Officer Anne Mayer, RCTC, Executive Director Kirk Avila, OCTA, General Manager, 91 Express Lanes Michael Blomquist, RCTC, Toll Program Director Olga Prado, OCTA, Assistant Clerk of the Board Mary Burton, OCTA, Deputy Clerk of the Board Steve DeBaun, RCTC, Legal Counsel James Donich, OCTA, General Counsel OCTA and RCTC Staff and Members of the General Public The March 4, 2016 regular meeting of the State Route 91 Advisory Committee was called to order by Committee Vice Chairman Murray at 9:15 a.m. Pledge of Allegiance Member Spiegel led in the Pledge of Allegiance. 1. Public Comments No public comments were received. Special Calendar 2. Election of New State Route 91 Advisory Committee Chair Due to lack of quorum, there was no action taken on this item and the election of the new State Route 91 Advisory Committee Chair will be continued to the next Committee meeting. March 4, 2016 Page 1 of 4 m OCTA Riverside County Tronsportotion Commission State Route 91 Advisory Com~!~~!;~ 3. Election of New State Route 91 Advisory Vice Chair Due to lack of quorum, there was no action taken on this item and the election of the new the new State Route 91 Advisory Committee Vice Chair will be continued to the next Committee meeting. 4. Proposed State Route 91 Advisory Committee Meeting Calendar for 2016 Due to lack of quorum, there was no action taken on this item and the proposed State Route 91 Advisory Committee Meeting Calendar for 2016 will be continued to the next Committee meeting. Consent Calendar (Items 5 and 6) 5. 6. Approval of Minutes Due to lack of quorum, there was no action taken on this item and the minutes of the December 4, 2015 State Route 91 Advisory Committee meeting will be 91 Express Lanes Monthly Status Reports • continued to the next Committee meeting. Due to lack of quorum, there was no action taken on this item and the 91 Express Lanes Monthly Status Reports for the months of November 2015 through January 2016 will be continued to the next Committee meeting. Regular Calendar There were no Regular Calendar matters. Discussion Items 7. Update on the 91 Express Lanes Pavement Rehabilitation and Variable Message Signs Replacement Project Rose Casey, Orange County Transportation Authority Director of Highway Programs, provided a project update as follows: • • • • • General Overview of Project; Project Cost and Schedule; Planned Construction Closures; Communication and Media Relations Program; and Status of Other Active State Route 91 Corridor Projects . March 4, 2016 • Page 2 of 4 • • Riverside County Tronsporlolion Commission MINUTES m OCTA State Route 91 Advisory Committee Meeting 7. (Continued) Member Spitzer inquired about the lessons learned from the Transportation Corridor Agencies (TCA) State Route 241/State Route 91 Direct Connector Project and outreach coordination efforts between OCTA, TCA, and the California Department of Transportation related to the California Environmental Quality Act. A lengthy discussion ensued. 8. Summary of the Recent 55-Hour Closure on the State Route 91 Freeway - State Route 91 Corridor Improvement Project Anne Mayer, Executive Director, Riverside County Transportation Commission (RCTC), provided a project update as follows: • Project Status; • SR-91 Steer Clear - o Partnerships; o Outreach; o First Responders; and o Freeway Closure -February 19 through February 22. In addition, Ms. Mayer presented a time-lapse video of the SR-91 freeway closure, demolition, and re-opening. Committee Vice Chairman Murray thanked Ms. Mayer for the presentation and complimented the planning between the various agencies to make the closure a success. Member Spitzer inquired about construction management, the negotiation of contracts, and if there was any restructuring when the complete closure was decided. A lengthy discussion ensued. 9. General Manager's Report Kirk Avila, OCTA General Manager of the 91 Express Lanes, reported that: • The coordination between the OCTA and RCTC for the SR-91 Corridor Improvement Project went extremely well. OCTA and RCTC staff met on a regular basis to discuss construction schedules, accounts set-ups, and marketing . • The Anaheim 91 Express Lanes office is currently doing an expansion of its data center and traffic operations center to include additional camera feeds from the corridor. March 4, 2016 Page 3 of 4 ,. m OCTA Riverside County Tronsportotion Commission MINUTE State Route 91 Advisory Committee Meetin 9. (Continued) • There has been an approximate 6.7 percent increase in traffic activity volumes, and a 7.4 percent in revenues for the 91 Express Lanes, through the end of February. 10. Committee Members' Reports There were no Committee Members' reports. 11. Closed Session A Closed Session was not conducted at this meeting. 12. Adjournment The meeting adjourned at 10:06 a.m., and the next regularly scheduled meeting of this Committee will be held at 9:00 a.m. on Friday, June 3, 2016, at: ATIEST Orange County Transportation Authority Headquarters 550 South Main Street, Board Room Conference Room 07 -08 Orange, California Olga Prado • OCT A Assistant Clerk of the Board Al Murray Committee Vice Chairman March 4, 2016 • Page 4 of 4 5 . • • • • m OCTA Riverside County Tronsportotion Commission Committee Members Present Berwin Hanna, RCTC, Chairman Al Murray, OCTA, Vice Chairman Michael Hennessey, OCTA Bob Magee, RCTC Karen Spiegel, RCTC Tom Tait, OCTA Adnan Maiah for Ryan Chamberlain, Ca/trans District 12, Ex-Officio Committee Members Absent Ben Benoit, RCTC Shawn Nelson, OCTA Todd Spitzer, OCTA John Tavaglione, RCTC John Bulinski, Ca/trans District 8, Ex-Officio Ed Graham, SANBAG, Ex-Officio Call to Order MINUTES State Route 91 Advisory Committee Meeting Staff Present Darrell Johnson, OCT A, Chief Executive Officer John Standiford, RCTC, Deputy Executive Director for Anne Mayer Kirk Avila, OCTA, General Manager, 91 Express Lanes Michael Blomquist, RCTC, Toll Program Director Laurena Weinert, OCTA, Clerk of the Board Olga Prado, OCTA, Assistant Clerk of the Board Steve DeBaun, RCTC, Legal Counsel James Donich, OCTA, General Counsel OCTA and RCTC Staff and members of the General Public The December 4, 2015 regular meeting of the State Route 91 Advisory Committee was called to order by Committee Chairman Hanna at 9:13 a.m. Pledge of Allegiance Member Magee led in the Pledge of Allegiance. 1. Public Comments No public comments were received. Special Calendar There were no Special Calendar matters. Consent Calendar (Items 2 through 4) 2. Approval of Minutes A motion was made by Committee Vice Chairman Murray, seconded by Director Hennessey, and declared passed by those present, to approve minutes of the May 29, 2015 meeting . December 4, 2015 Page 1of5 m OCTA Riverside County Tronsportotion Commission MINUTE State Route 91 Advisory Committee Meetin 3. 91 Express Lanes Monthly Status Reports A motion was made by Committee Vice Chainnan Murray, seconded by Director Hennessey, and declared passed by those present, to receive and file the 91 Express Lanes Monthly Status Reports for the months of May 2015 through October 2015. 4. Fiscal Year 2014-15 91 Express Lanes Annual Financial Statements Member Hennessey pulled the item and asked why the operating revenues increased eight percent from last year. Kirk Avila, Orange County Transportation Authority (OCTA), General Manager of the 91 Express Lanes, responded that as the economy continues to grow and gas prices continue to decrease, there will be an increase in ridership. A discussion ensued regarding the total deferred outflows of resources. Benjamin Torres, OCTA Section Manager of the Accounting and Financial Reporting Department, referenced Page 16 in Attachment A of the staff repo. and explained the definition of deferred outflows of resources. Member Hennessey requested for future reports to include a column that notes the percent deltas. A motion was made by Committee Vice Chairman Murray, seconded by Director Hennessey, and declared passed by those present, to receive and file the Fiscal Year 2014-15 91 Express Lanes Annual Financial Statements. Regular Calendar There were no Regular Calendar matters. Discussion Items 5. 91 Express Lanes -20-Year Anniversary Kirk Avila, OCTA General Manager of the 91 Express Lanes, showed photos of the 91 Express Lanes facility from 20 years ago when it first opened and prior to opening, as well as showed a video of news media clippings of the opening day from 20 years ago. • December 4, 2015 Page 2 of 5 .------------------------------------------------------- • • • m OCTA MINUTES Riverside County Tronsportotion Commission State Route 91 Advisory Committee Meeting 5. (Continued) Stella Lin, OCTA Marketing Manager, reported on the marketing campaign for the 91 Express Lanes 20-year anniversary to increase awareness, usage, and positive perception. Ms. Stella showed a video produced by OCTA staff that was inspired by customers' stories on how the 91 Express Lanes helped them arrive on-time for life's precious moments. 6. 241/91 Express Lanes Connector Project Update David Lowe, Transportation Corridor Agencies, Acting Chief Engineer, provided a PowerPoint presentation regarding the State Route (SR) 241/91 Express Lanes Connector Project as follows: • • • • • • • • • • • • Project Overview, Benefits, Delivery Approach, and Schedule; Investment Grade Traffic & Revenue Study; Concept of Operations; Key Policy Issues; Overview Map-SR-55 to Interstate 15 and SR-241 to SR-71; Existing Lane Configuration -Eastbound; Lane Configuration with CIP (Capital Improvement Project) Initial Project - Eastbound; Lane Configuration with SR-241/91 Connector -Eastbound; Restricted Access -Eastbound; Next Steps; Existing Lane Configuration -Westbound; and Lane Configuration with SR-241/91 Connector -Westbound . Member Tait inquired if this project will close off access from the SR-91 general purpose lanes to the toll lanes. Mr. Lowe responded that with this project, access will continue to be open. 7. General Manager's Report Kirk Avila, OCTA General Manager of the 91 Express Lanes, reported that OCTA is working on a pavement rehabilitation plan for the 91 Express Lanes. Construction is expected to begin in June 2016, and will require closures on the express lanes for periods of time in order to complete the work. OCT A is working on a public communications and media relations program for this project. December 4, 2015 Page 3 of 5 m OCTA Riverside County Transportation Commission State Route 91 Advisory Committee Meetin 7. (Continued) John Standiford, Riverside County Transportation Commission (RCTC) Deputy Executive Director, reported that RCTC's portion of the 91 Express Lanes will open in 2017. Mr. Standiford complimented OCTA for the video regarding the 20-year anniversary of the 91 Express Lanes. He also stated that RCTC looks forward to working w~h OCTA on marketing strategies, once the extension of the express lanes opens. Mr. Standiford also announced that next Friday, RCTC will celebrate the upcoming extension of the Metrolink 91 line. There will be a ribbon cutting ceremony in Perris for the Metrolink Perris Valley line extension, and the Committee Members are invited to attend the event. Member Spiegel reported that the transportation extensions for Metrolink and the 91 Express Lanes are the first in 20 years. Member Tait commented that it would be financially beneficial for continuous access on the 91 Express Lanes and inquired if there will be future continuou. access in Orange County. Mr. Avila responded that OCTA is working with a consultant regarding an operational study to address intermediate access points into the express lanes. The study will review if access points make operational sense, are financially feasible, and operationally safe. The study will be completed in summer 2016. Mr. Avila also responded that in regards to continuous access on the 91 Express Lanes, OCTA still has a debt of $115 million on the facility. He stated that there are issues with providing continuous access on a facility that has public debt, as well as other issues. A discussion ensued on the matter. 8. Committee Members' Reports Member Magee commented that RCTC wants to keep the access on the extension of the express lanes as open as possible. He also stated that a future policy discussion and decision is recommended regarding Member Tait's comments about technology advances and continuous access. Member Tait recommended a future agenda item regarding access and continuous access on the express lanes. Member Magee added to Member Tait's recommendation to have both OCTA and RCTC staff discuss the policy steps moving forward and flexibility necessary to take advantage of futur. technological advancements. December 4, 2015 Page 4 of 5 • • m ocTA Riverside County Transportolion Commission MINUTES State Route 91 Advisory Committee Meeting 8. (Continued) Member Spiegel commented that there may be a challenge regarding Member Tait's request to agendized the discussion of access/continuous access. She stated that RCTC has attempted to mirror Orange County's express lanes in order to provide the commuters a seamless experience, and there are concerns with RCTC's toll bonds in regards to Member Tait's recommendations. John Standiford, Deputy Executive Director at RCTC, responded that toll bond concerns regarding access would need to be investigated and both agencies can have these discussion at a future meeting. A discussion ensued on the matter. 9. Closed Session 10. A Closed Session was not conducted at this meeting. Adjournment Before the meeting adjourned, there was a moment of silence for the victims in the mass shooting on December 2, 2015 in San Bernardino . The meeting adjourned at 10:00 a.m., and the next regularly scheduled meeting of this Committee will be held at 9:00 a.m. on Friday, March 4, 2016, at: City of Corona -City Hall 400 South Vicentia Avenue Council Chambers -First Floor Corona, California ATTEST Berwin Hanna Committee Chairman December 4, 2015 Laurena Weinert OCT A Clerk of the Board Page 5 of 5 ,. • 6 . • m OCTA • • June 3, 2016 To: State Route 91 Advisory Committee ~ From: Kirk Avila, General Manager, 91 Express Lanes Subject: 91 Express Lanes Monthly Status Reports Overview The 91 Express Lanes status reports for the months of November 2015 through January 2016 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 2015 through January 2016. 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 2015 status report for the 91 Express Lanes is provided in Attachment A. In November 2015, traffic volume in the 91 Express Lanes increased 10.7 percent over the same period in 2014 and gross potential toll revenue increased by 11.1 percent as compared to the prior year. The December 2015 status report for the 91 Express Lanes is provided in Attachment B. In December 2015, traffic volume in the 91 Express Lanes increased 9.4 percent and gross potential toll revenue increased by 10.4 percent as compared to the prior year. The January 2016 status report is provided in Attachment C. In January 2016, traffic volume increased by 3.3 percent over the same period in 2015 and gross potential toll revenue increased by 2.2 percent. Orange County Transportation Authority 550 South Main Street! P.O. Box 14184 I Orange I California 92863-1584 I (714) 560-0CTA (6282) • • 91 Express Lanes Monthly Status Reports Page2 Fiscal year 2015-16 year-to-date (YTD) traffic volume and toll revenue as of the end of January 2016 increased when compared to the prior year, with YTD traffic volume increasing by 7 .6 percent and YTD potential toll revenue up by 8.1 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 2015 through January 2016 are provided for review. The report highlights operational and financial activities. Attachments A. B. C . 91 Express Lanes Status Report -As of November 30, 2015 91 Express Lanes Status Report-As of December 31, 2015 91 Express Lanes Status Report-As of January 31, 2016 • • ATIACHMENTA m OCTA Orange County Transportation Authority Status Report November 2015 As of November 30, 2015 • • Operations Overview Traffic and Revenue Statistics Total traffic volume on the 91 Express Lanes for November 2015 was 1, 106,073 . This represents a daily average of 36,869 . This is a 10.7% increase in total traffic volume from the same period last year when traffic levels totaled 999,613. Potential toll revenue for the month was $3 ,321 ,087 which represents an increase of 11.1 % from the prior year's total of $2 ,989, 134. Carpool percentage for the month was 23 .68% as compared to the previous year's rate of 23 .93%. 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 2015. Current Month-to-Date (MTD) as of November 30, 2015 Full Toll Lanes 844 ,108 811,045 33 ,063 4 .1% 760 ,380 11 .0% 3+ Lanes 261 ,965 259,392 2 ,573 1 .0% 239 ,233 9 .5% Total Gross Trips 1 ,106,073 1,070,437 35 ,636 3 .3% 999 ,613 10 .7% Average Full Toll Lanes $3 .87 $3 .99 ($0 .12) (3.0 %) $3.86 0.3% Average 3+ Lanes $0 .22 $0.26 ($0.04) (15 .4 %) $0.22 0 .0% Average Gross Revenue $3 .00 $3.09 ($0 .09) (2 .9%) $2.99 0 .3% 2 .----------------------------------------------~ ---- The 2016 fiscal year-to-date (YTD) traffi c vol um e is 8% higher than the same period last year . The 2016 fiscal year-to-date revenue is 8.8 % hig her t han for the same period last year. Year-to- date average revenue per-trip is $3.03. Fiscal year-to-date traffic and revenue dat a are sum m arized in the table below. The following trip and revenue statistics tables represent all t ri ps taken on the 91 Express Lanes and associated potential revenue for the months of July 20 15 throug h November 2015. FY 2015-16 to Date as of Novembe r 30, 2 0 15 :;>.;." Pr ~je'c te d Full Toll Lanes 4,434,017 4,404 ,6 64 29 ,353 0 .7% 4 ,092,369 3+ Lanes 1,346,522 1,401 ,778 (55,256) (3.9 %) 1 ,257,680 7 .1 % Total Gross Trips 5 ,780,539 5,806 ,4 42 (25 ,903) 5 ,350 ,049 8 .0% ~vifoue •· ·:·r. Full Toll Lanes $17 ,158,667 $1 7 ,37 8 ,1 13 ($219,446) (1 .3 %) $15 ,753 ,534 8 .9% 3+ Lanes $340,500 $403 ,008 ($62,508) (15.5 %) $328 ,261 3 .7% Total Gross Revenue $17 ,499 , 167 $1 7,78 1 ,1 21 ($281 ,954) (1.6%) $16 ,081,795 8 .8% .~.: . ': .. ~ Average Full Toll Lanes $3 .87 $3 .9 5 ($0.08) (2 .0 %) $3.85 0 .5% Average 3+ Lanes $0.25 $0 .2 9 ($0 .04) (13.8%) $0 .26 (3 .8%) Average Gross Revenue $3 .03 $3.0 6 ($0 .03) (1 .0 %) $3 .01 0 .7% 3 • • • • • I . Traffic and Revenue Summary The chart below reflects the total trips breakdown between Full Toll trips and HOV3+ trips for FY 2015-16 on a monthly basis . FY 2015-16 Traffic Volume Overview 1,050,000 QI 875,000 E :I 0 > 700,000 525,000 350,000 175,000 Jul-15 Aug-15 Sep-15 Oct-15 Nov-15 Dec-15 Jan -16 Feb-16 Mar-16 Apr-16 May-16 Jun-16 Month The chart below reflects the gross potential revenue breakdown between Full Toll trips and HOV3+ trips for FY 2015-16 on a monthly basis. FY 2015-16 Revenue Summary $3 ,900,000 $3 ,700,000 $3,500,000 $3,300 ,000 $3,100 ,000 $2,700 ,000 $2 ,500 ,000 Jul-15 Aug-15 Sep-15 Oct-15 Nov-15 Dec-15 Jan-16 Feb-16 Mar-16 Apr -16 May-16 Jun-16 Month 4 .... Peak traffic hou r in the eastbound d irect ion reac hed or exceeded 90% or more of defined capacity fourteen times during the month of Nove mb e r 2015 . As demonstrated on the next chart, westbound peak hour traffic volumes top o ut at 62% of defined capacity. EASTBOUND PEAK-HOUR VOLUMES Monday 11/02115 Tuesday 11/03/15 Wedn es day 11/04115 Thu rsday 11/05/15 Fr iday 11/06/15 PM Time :Price : HOV ,~Wo 1:~~C?p .' !'rlcll'i'f(Jl 9V ~Wof ;lf"' Cap . P(i ~~ llOV Vo!:~\ CJp~· 1 c~rl ce ~ljOVi'·"·Vol. ;;:t.c;~p . Pri ~e c~-1J o)q/w 1 . ~),.cal>~· 1400. 1500 $4.70 290 2,020 59% $4 .70 296 1,988 58% $4.70 263 2,232 66% $4.85 310 2,563 75% $3.20 408 3,011 89% 1500-1600 $5 .05 475 3,008 88% $3 .80 532 3,206 94% $4.05 497 3,050 90 ~. $4 .75 503 3,085 91 % $10.15 554 2,835 83% 1600. 1700 $4 .85 416 2,886 85% $6 .15 408 2,736 80% $7.40 430 2,870 84% $9 .80 466 2,980 88% $9.95 51 1 2,975 88% 1700 -1800 $4 .85 494 2,899 85% $5 .55 474 2,736 80% $6.90 51 1 3,052 90 ~. $9 .05 479 2,868 84% $6 .40 455 2,915 86% 1800 -1900 $5 .05 552 2,791 82% $3.60 516 2,886 85 % $3.60 553 2,963 87% $4 .40 517 2,821 83% $5 .95 508 2,756 81% 1900 -2000 $3 .55 341 1,755 52% $3.55 511 2,609 77 % $3.55 406 2,105 62% $5 .15 541 2,584 76% $5 .60 507 1,983 58% Monday 11/09/15 Tuesday 11/10/1 5 Wedn es day 11 /11/15 Thursday 11/12115 Friday 11/1 3/15 PM Time ,Pf ice ~HOV _. 'VoJ.~-Cap. Pr ice .)IQY •!\'1 Vol:, .~Cap . Pri ee -~HOV Vo). :r; Cai). 'f>ri ce 'i:,-HOV. <>'·Y~I .. •·.'Cap}: ~Pri ce "'_HOW "'Vo l'. '",'.i-~ap;, 1400. 1500 $4.70 260 1,935 '57% $4.70 302 2,137 63 % $4 .70 427 2, 152 63% $4.85 341 2,469 73% $3.20 392 3,006 88% 1500 -1600 $5 .05 516 3,060 90~. $3 .80 465 3,063 90'/, $4.05 575 2,870 84% $4.75 471 2,95 4 87% $10 .15 525 2,852 84 % 1600 -1700 $4.85 450 3,146 93~. $6.15 452 2,987 88 % $7.40 539 2,791 82% $9.80 469 2,8 40 84% $9.95 461 2,7 89 82% 1700. 1800 $4 .85 431 2,859 84% $5 .55 484 3,059 90% $6.90 510 2,450 72% $9 .05 467 2,865 84% $6 .40 518 2,876 85% 1800 -1900 $5 .05 516 2,504 74% $3 .60 584 3,066 90'/, $3.60 607 2,587 76% $4.40 569 3,047 90~. $5 .95 55 5 2,833 83% 1900-2000 $3 .55 306 1,379 41% $3 .55 478 2,215 65 % $3.55 366 1,422 42% $5 .15 599 2,892 85% $5 .60 508 2,068 61% Monday 11/16/15 Tuesday 11/17/15 Wedn esday 11 /18/15 Thursday 11/19/15 Friday 11/20/15 PM Time :>P rice ·~~HOV.l~vor~~Cap ~ _Price ~H~V.f!~l/ol/,~:~ap . eii c~::'-'HOI/ '(; Vol .'~Cap,> Pr jce ~HOV !'-j;Vol .ft';l'Cap: 'Prlce:\f,:.HOy ','.('.-> Vol_.;'1.:.. c&p;<. 1400 -1500 $4.70 251 1,727 51% $4.70 286 2,303 68 % $4.70 265 2,202 65% $4.85 322 2,426 71% $3.20 420 2,986 88% 1500 -1600 $5 .05 542 3,061 90~. $3 .80 530 3,112 92% $4.05 455 3,151 93 % $4 .75 484 3,014 89% $10 .15 541 2,845 84% 1600 -1700 $4 .85 432 2,913 86% $6 .15 430 2,887 85 % $7 .40 436 2,866 84% $9.80 445 2,939 86% $9 .95 470 2,909 86% 1700 -1800 $4 .85 479 3,062 90~. $5 .55 479 2,840 84% $6 .90 481 2,909 86% $9 .05 496 2,903 85% $6 .40 489 2,818 83% 1800 -1900 $5 .05 59 4 3,013 89% $3 .60 510 2,872 84 % $3.60 563 3,016 89% $4.40 542 2,964 87% $5.95 586 2,819 83% 1900 -2000 $3.55 343 1,519 45% $3.55 52 0 2,683 79 % $3.55 473 2,264 67% $5.15 51 0 2,574 76% $5.60 471 1,978 58% 11/23115 11/25/15 11/26115 PM Time Vol:'~({Cap .~ 1400. 1500 63% 2,6 43 78 % 2,9 47 87% 39% 32% 1500-1600 $5 .05 536 2,931 86% $3 .80 59 9 2,976 88% $7.80 2,265 67% $4.50 436 1,125 33% $4.50 1,037 31 % 1600 -1700 $4.85 47 1 2,699 79% $6. 15 504 2,810 83 % $7.80 568 2,9 59 87% $4.50 409 1,089 32% $4.50 315 1,049 31 % 1700 -1800 $4.85 383 2,46 4 72% $5 .55 520 2,83 2 83 % $7 .80 404 2,206 65% $4 .50 547 1,327 39% $4 .50 41 6 1,439 42% 1800-1900 $5 .05 386 2,283 67% $3 .60 582 2,769 81 % $5 .55 568 2,638 78% $4 .85 576 1,215 36% $4 .50 319 874 26% 1900-2000 $3 .55 589 2,356 69% $3 .55 397 1,830 54 % $5 .30 392 1,316 39% $4 .85 666 1,338 39% $4 .50 287 706 21% Monday PM Time 1400 -1500 1500 -1600 467 1600 -1700 $4 .85 282 1700 -1800 $4 .85 263 1800 -1900 $5.05 511 1900 -2000 $3 .55 513 5 • • WESTBOUND PEAK-HOUR VOLUMES Monday 11/02115 Tuesday 11/03/15 Wednesday 11/04/15 Thursday 11/05/15 Fr iday 11/06/1 5 AM Time ·prlce ~HO.VA~·Vo l. ''.,Cap ._ ;Price . ..:; Hoy ~1 Vo l.. k caji, Price ··· HOY" ··vo1 :.-• cap .. ·Price :., Hqv ;.0.,,vo r: •'lC.ap.• Pr\ce 'i"HOV _r;'.•Vl)I: .~ Caji .e 0400. 0500 $2 .80 421 1, 193 35% $2.80 417 1,255 37% $2 .80 408 1,172 34% $2 .80 408 1, 174 35% $2 .80 358 1,036 30% 0500 . 0600 $4 .50 568 1,965 58% $4 .50 587 1,912 56% $4 .50 585 1,942 57% $4 .50 608 2,060 61% $4 .25 577 1,941 57% 0600 . 0700 $4.70 474 1,9 23 57% $4.70 437 1,716 50% $4.70 519 1,943 57% $4.70 515 1,955 58% $4 .50 475 1,850 54% 0700. 0800 $5 .20 309 1,647 48% $5.20 360 1,656 49% $5.20 325 1,645 48% $5 .20 325 1,702 50% $5 .05 297 1,590 47% 0800. 0900 $4.70 198 1,687 50% $4.70 187 1,688 50% $4 .70 138 1,354 40% $4 .70 185 1,578 46% $4 .50 143 894 26% 0900-1000 $3.70 172 1,527 45% $3.70 166 1,530 45% $3.70 149 1,227 36% $3.70 199 1,477 43% $3 .70 195 1,477 43% Monday 11109/15 Tuesday 11/10/15 Wednesday 11/11 /15 Thursday 11/12115 Friday 11/13/15 AM Time Pri~ ;i HOV,li'·Vol.'j,~Cap: Prl.ce :•·:.i o'i~-VQJ :~l>'~<;apj_l J?~jce #iHOV:-'4"Vol . ~;<..C ap: ·p!1 ce;:;~ov ~ vo1 ._;-."cap: Price , !lOV~J ol ~~ C ~~ 0400 -0500 $2 .80 41 1 1,249 37% $2.80 370 1,086 32% $2 .80 318 916 27% $2 .80 383 1, 153 34% $2 .80 379 1,068 31% 0500 -0600 $4.50 587 1,985 58% $4 .50 619 1,962 58% $4 .50 413 1,365 40% $4.50 613 1,979 58% $4.25 58 1 1,921 57% 0600 -0700 $4 .70 51 1 1,930 57% $4 .70 503 1,947 57% $4.70 354 1,471 43% $4.70 54 4 1,981 58% $4.50 485 1,879 55% 0700 -0800 $5 .20 315 1,588 47% $5 .20 336 1,703 50% $5 .20 294 1,300 38% $5 .20 317 1,723 51% $5 .05 294 1,531 45% 0800 -0900 $4 .70 173 1,550 46% $4.70 213 1,699 50% $4.70 267 1,095 32% $4.70 191 1,634 48% $4 .50 187 1,506 44% 0900 -1000 $3 .70 14 1 1,309 39% $3 .70 185 1,482 44 % $3.70 405 1,463 43% $3.70 195 1,509 44% $3.70 191 1, 197 35% Monday 11/16/1 5 Tu esday 11117/15 Wednesday 11 /18/15 Thursday 11/19/1 5 Friday 11/20/15 AM Time Price:. HOY :\f~Vol~,_: Ca p,'c '.Price· .,~Hov ·,;;; \10 1.:--1,;cap': ·.Prlce :f HOV ·~ Vol , ·;; Cap. ·Pri ce':"Jl9y ·:,~ V~1 :· ? Cafl. P r ic(~HOi r~ Vo L ;:,;,Cap .1 0400 -0500 $2 .80 406 1, 192 35% $2.80 426 1,238 36% $2.80 406 1, 159 34% $2 .80 355 971 29% $2 .80 375 1, 135 33% 0500 -0600 $4 .50 573 1,931 57% $4 .50 587 1,947 57% $4 .50 599 1,942 57% $4 .50 657 2,106 62% $4.25 576 1,903 56% 0600 -0700 $4 .70 459 1,866 55% $4.70 548 2,024 60% $4 .70 488 1,923 57% $4.70 507 2,054 60% $4 .50 483 1,840 54% 0700 -0800 $5.20 209 1,683 50% $5 .20 152 615 18% $5 .20 326 1,686 50% $5 .20 359 1,775 52% $5.05 332 1,479 44% • 0800 -0900 $4 .70 181 1,626 48% $4 .70 94 755 22% $4.70 202 1,684 50% $4.70 236 1,726 51% $4 .50 183 1,233 36% 0900 -1000 $3 .70 180 1,471 43% $3.70 192 1,812 53% $3.70 161 1,471 43% $3.70 216 1,601 47% $3 .70 177 1,106 33% Monday 11/23/15 Tuesday 11 /24/15 Wednesday 11/25115 Thursday 11/26/15 Fr iday 11/27/15 AM Time Pric_i '~j1 o_v;";':vo1 ~t·i·c a1>; ;l'~l ee ~~HOy';,~,y Ql~'Jf,:c iiP,; Pr fo e -~HOVC;!>\Vol .;~:::cij)~ .er1ci• ~~ov:-~~Vol !<'~~-ca'pi Prlce ,rHov ;;;._ Vol., ~cap: 0400 -0500 $2 .80 345 977 29% $2 .80 389 1,072 32% $2 .80 397 1,033 30% $1 .50 25 48 1% $1 .50 47 143 4% 0500 -0600 $4 .50 60 1 1,939 57% $4 .50 593 1,862 55% $4.70 546 1,747 51% $1.50 28 79 2% $1 .50 91 291 9% 0600 -0700 $4.70 44 2 1,885 55% $4.70 467 1,8 46 54% $4.85 359 1,543 45% $1.50 25 100 3% $2 .30 77 301 9% 0700 -0800 $5 .20 357 1,658 49% $5 .20 363 1,659 49% $5 .30 236 1,059 31% $1.50 43 154 5% $2 .80 98 374 11% 0800-0900 $4 .70 261 1,546 45% $4 .70 255 1,460 43% $5 .30 198 915 27% $1 .50 11 5 296 9% $2.80 116 480 14% 0900 -1000 $3 .70 333 1,5 15 45% $3 .70 300 1,484 44% $4 .85 230 1,032 30% $2 .30 232 512 15% $3 .55 219 644 19% Monday 11130/15 AM Time 'Prlce -i-tHOV . :; Vol ff.f.Cap 0400 -0500 $2.80 416 1,278 0500 -0600 $4.50 599 1,986 0600 -0700 $4.70 482 1,896 0700 . 0800 $5 .20 341 1,652 0800 -0900 $4.70 185 1,50 1 0900 -1000 $3 .70 185 1,623 • 6 Perfonnance Measures CUSTOMER SERVICE Gall Wait Time Customer Satisfaction ----·-··--·------ Convert Violators to Customers Convert Violators to Customers VIOLATION PROCESSING Mont hl y M ont hly Quarter ly Arvually Response Time Monthly . ~~A . Y.!O!?~~!! -~~~-~~~~--~~~--· ...... --~~!~~Y. CUSA Violation Collection Rate Arvually TRAFFIC OPERATIONS Initial & .s.e~o~~-a~y_ ~e_v !e~. s .. Monthly • Plate Ms :.~?-~-~!-~~s-.......... -··· . -· .. ~~!':~1 Y. C'AS Response Time Monthly ACCOUNTING Exceptions Mont hl y INFORMATION TECHNOLOGY _sa.?~-.o !!i?.e .~x~.te~ ~~ti~. ·········' ... ~.~!':~.Y Network Uptime Monthl y CUSA = Cofiro ute USA ; CAS =Customer Assistance Spec ia lists No t to ex ceed 120 seconds 1:46 No rrore than 4 .0% 1.8% ,... ___ -----,. __________________ ,,~----..--------· .. -------·--···-·---·--·--------· At least 75 outbound calls 76 8% or rro re 10 % or rrore Within 2 business days of receipt 70 % or rrore 74 % or rrore .Eq_ual to or less t~~~ ~ ~ ~~Y..s ----~.u al to.?.~.l ~ss __ ~~?-~-~_.~<yo __ .. 0:20 (mi nutes) per call No rrore than 3 ..... 9~0/o A v_~il~bilio/ . . . . .... . .. 99 % A v ailability 2 .6 0.03% -·-.... _________________ ····· 0:09 0 100 % 100% •Plate Mis read Error performance is current after a 60-day ho ld -b ack per io d; th erefore , percentage reported here is for 2 months prior to the month of this report . Incoming Call Activity Representatives Answered 21 ,154 67 .9% 24 ,141 68 .7% 22,984 ··wRA -~sw·e·r~cr ··---------~--------·--·-········· ··-·-----------"·71 57.;· 24 _s 010 ----~··A·a,·253 ··-·r-···23 _5·3····-----a 494 -··-;Ab~~ci~-~;ci · i:iiis-~ -~~;20 ;~c-~~cis ... (. _____ ·5-55· · · ~ --·-1-.8 ~10 · · · ···· ·· --·599 · ··~----·1 ~?%-----· ···1'.044. ··· ---····--·----····--·---·--------------------·---·------··----··· -------------·····-------·-:···-·----------···-····-···-·-· **Abandoned Galls -all others 1,757 5.6% 2,165 6.2% 2 ,119 Total Incoming Galls :: 31 , 137 35 ,158 34,641 'This data is used in the Abandoned Calls performance meas.ure . -rhis dat~ '."l'.'.".5.~-~ al~-N~-~~o~ ~.a_b_~o_ns_~'.'1~'.d ~-1~-~erf or~ meas ire t h""=t1o ~d Transponder Distribution Status TRANSPONDER DISTRl~UTIO~ :/ ':·: ~-ber-1 . . . . . T ,.. .'. .. ---·--. -. ~--.. .. ·-· . --: ·-~--... . -~ . ~ ,, ' . .. . -·-·· .. .. --. . -. Issued To New Accounts 720 ·-······· ... ····-·--· ··----·········. ·········--· Additional Tags to Existing Accounts 599 Replacement Transponders 792 Total Issued 2, 111 Returned Account Closures Accounts Downsizing .,... .. . .. --~------·------... ·-····---·---·-·· -·-................... ----------··---·---· .. ~---- 444 112 855 Defective Transponders Total Returned 1,4 11 34.1% 894 35.4% 882 35 .7% . -------· .. . 2 ~.~-~--........ ?.~~---~·-. ~~:~'Y? ........... ~~-~---i----~~:-~!a ... . 37.5% 40.1% 39.4% 31.5% 599 30 .6% ·------····---·-····-·1·· _7 :~.!~------·· --~.7.~----~ ..... ~ .. ~-"!? ... 60.6% 60 .3% 7 • • • I • At the end of November 2015, the 91 Express Lanes had 117,967 active customer accounts , with 179,343 transponders assigned to those accounts. 122,000 l 119,992 120,000 118,000 116,000 114,000 I 112,000 110,000 108,000 ~ fo ~ Number of Accounts by Fiscal Year As of November 30, 2015 !b Pl I:> "" '.'.-'\. r>(j ir? ro1::> ~~ 9:? Pl~ \::>:-, "> l::>(j l::>(j \:>cs \::>\::> \::>\::> 1::><:5 \::>"-; 1::>"" 'V 'V 'V 'V 'V 'V 'V 'V Fiscal Year Operational Highlights On-road Operations ,,, ~ <, fo '\:"" "i "-; r>"' (,.? t;::>">-1::>"" \::>"-; 1::>"' 'V 'V 'V 'V Customer Assistance Specialists (CAS) responded to 133 calls during November. The CAS team received 72 calls to assist disabled vehicles, 12 calls to remove debris and conducted 36 assists or traffic breaks. There were 8 accidents in the Express Lanes and 5 accidents in the general- purpose lanes the CAS provided assistance to . 8 Financial Highlights YT D as of: November 30 2015 YTD Variance Descriotion Act ual <1> Budaet <1> Dollar$ Percent C%l . :-· .,,], Y<·,: :;:;'; "' .:~ ·;;: .. -;",'•,;. . . -~t-, Operating revenues: Toll revenue $ 16 ,324,096.24 $ 15, 147,839.00 $ 1, 176,257.24 7 .8 Fee revenue 4 , 113,55 1.31 2,953 ,780.00 1, 159,771.31 39.3 Total operatinq revenues 20,437 ,647.55 18 ,101 ,619 .00 2 ,336 ,028 .55 12.9 .. ~:::-~ :-; . ,;,_:-;,-' .. '• ,. . ,-;· ·:-,. -"' ,, c ' Operating expenses: Contracted services 3,455,249 .00 3,538,600.00 83 ,351 .00 2 .4 Administrative fee 1,085,992.70 1,097 ,450.00 11,457.30 1.0 Other professional services 379,486 .85 1,084 ,480.00 704,993.15 65.0 Credit card processing fees 348,039.84 349,259.00 1,219.16 0 .3 Toll road account servicing 36 5,758.80 119,560.00 (246, 198. 80) (205.9) Other insurance expense 14 1,877 .7 1 312 ,375.00 170,497.29 54.6 Toll road maintenance supply repairs 58 ,323.44 85 ,385 .00 27 ,061.56 31 .7 Patrol services 237,983.69 231, 160.00 (6,823.69) (3.0) Building equipment repairs and main! 175,02 1.56 299 ,511 .00 124,489.44 41 .6 Other services 2 ,600.00 7,125 .00 4 ,525 .00 63.5 Utilities 8 ,233.69 16 ,660.00 8,426.31 50.6 Office expense 18,44 1.84 38,035.00 19 ,593 .16 51.5 Bad debt expense (2,104.36) -2,104 .36 NIA Miscellaneous <2 l 9,707.79 33,495.00 23 ,787 .21 71 .0 Leases 103,496 .90 206,170 .00 102 ,673.10 49.8 Total operating expenses 6 ,388, 109.45 7 ,419 ,265.00 1,031 , 155.55 13.9 Depreciation and amortization < 3 > 1,324,094.48 -(1 ,324 ,094.48) NIA o~ratina income {loss) 12 ,725 ,443.62 10,682,354.00 2,043,089.62 19.1 " . .. , :~. r ~ 4\ ~ ,c~ :~} _ .... :.;I " >."Jo",.,,,..,it;. .. ..... t ... '\~· .. :~:-.·-~: ;.' .. ~:~-~...;. -. . -l .-.· ,, Nonoperating revenues (expe nses): Reimbursement from Other Agencies -577,080.00 (577,080.00) Interest income 377,396.85 307 ,124.00 70,272.85 Interest expense (2 ,377,395.69) (2,393,355 .00) 15,959.31 .. Other 489 ,38 1.29 -489 ,381.29 Total nono~ratina revenues Cexoenses) (1,5 10 ,61 7.55) (1 ,509,151 .0Q) (1,466.55' Transfers in --- Transfers out --- Net incom e Closs) $ 11 21 4 826.07 $ 9173 203.00 $ 2 041 623.07 'Actual amounts are accounted for on the accrual basis of accounting in an en terprise fund . Budget amounts are accounted for on a modified accrual basis of accounting. 'Miscellaneous expenses include : Bond Insurance Costs , Bank Ser.ice Charge , Transponder Materials. 'Depreciation and amortization are not budgeted items . C a pi tal Asset A ctiv ity (100.0) 22.9 0 .7 NIA (0.1) NIA NIA 22.3 During the five months ending November 30, 20 15, capital asset activities included $231,898 for the purchase of transponders . 9 • • • • ATTACHMENT B m OCTA Orange County Transportation Authority _____ pre·~: -_. ......... ne Status Report De.cember 2015 As of December 31, 2015 • • Operations Overview Traffic and Revenue Statistics Total traffic volume on the 91 Express Lanes for December 2015 was 1, 147 ,611 . This represents a daily average of 37 ,020 . This is a 9.4% increase in total traffic volume from the same period last year when traffic levels totaled 1,049, 155 . Potent ial toll revenue for the month was $3,422 ,236 which represents an increase of 10.4% from the prior year's total of $3 ,098 ,893 . Carpool percentage for the month was 24 .10% as compared to the previous year's rate of 23 .81 %. 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 2015 . Current Month-to-Date (MTD) as of December 31, 2015 ,_i····'ti'" •. :·c.;;o•;' ,._ ii',~ ·-~ ,., .-~· -:Dec-15 Stantec ".; .. ~. '}:~ .. •' ~c · ·'·Dec-14 ~· ·; ) Yr-to-Yr . " ; . ., '(,~ ..... }-... ~} ,,."". ,. ···:.. • ·~: 'f;: ~ . ·' l . ..,. ... ( .~.-0 ''{. ---.. . ·. ~ MTD ,, ... MTD . . #' °lo " MTD · ·1 ~o , .. : Trip!!/o:. '"" . ... ;; · .. Variance : '1.,J:'. .. , ~~ .,.,4'.. .. Actual 'Projected .· ~arj ance Variance Actual. Full Toll Lanes 871 ,031 799 ,672 71 ,359 8 .9 % 799 ,397 9 .0 % 3+ Lanes 276,580 281 ,678 (5 ,098 ) (1.8%) 249 ,758 10 .7 % Total Gross Trips 1 ,147,611 1 ,081 ,350 66 ,261 6 .1% 1 ,049 ,155 9.4% t-• .;., 4"" ~· · -]~~t;.£¥!·. ~~.-..~ ~·.,·.r.-:.·'.,.,....,, ... \;~.-·~·~y~ff.r.t'""ii:f!:/,..W.M>i'i\ • .·:-•-q ~~:~~t~ ··:1.,_ .• ·~ ·t~X.,'f( ~ t·"'.'··~:~:~:;.,'i~t~~~~~"'"" r ~~ Reven.ue ..s·lit"\· ---~v":;-r;to.;.i r----..4.~_v..q:~,·"'-~IJ!-'··; -~.,.:.C,_l'..;,,;r ...• ···~1::..o:. -.;? ....... ·~ ... r~~.,jj,11·. ''.'..Y;!·.--~·~ .. ~~ !"'~'I( ~·--·~·.,.., .;p.'! " ;, :"· ~1.: · -· .. . . . ·~ ~ ~--... ~~ ..... ·~ . ~· ..., \' ..,. " .. -. .. . . -·-. ---.__ ,... .... ... ~-·· ... ; ~ ~~ " . ~-, Full Toll Lanes $3 ,348 ,490 $3 ,173,848 $174 ,642 5 .5% $3 ,037,751 10.2 % 3+ Lanes $73 ,746 $78 ,100 ($4 ,354 ) (5 .6 %) $61 , 142 20.6% Total Gross Revenue $3,422 ,236 $3,251 ,948 $170 ,288 5 .2 % $3 ,098 ,893 10.4% ). ve ra""giiiJ Reye n iJe:,pit r •. Tri P,'~i!i:;_':'~!l;~f~t~ ."·2-'·~.·}f' .'.t~i·~: .... ·~.:;:.t-f:J' __. · ,~~r.~,~~!~1{"'? 1~ r:~~ ;~~:·,;_;ii\~;;Vft~f"!" ·{)""' Average Full Toll Lanes $3 .84 $3 .97 ($0.1 3) (3.3%) $3 .80 1 .1% Average 3+ Lanes $0 .27 $0 .28 ($0.01 ) (3 .6%) $0 .24 12.5 % Average Revenue Per Trip $2 .98 $3 .01 ($0.03) (1 .0 %) $2 .95 1 .0 % 2 The 2016 fiscal year-to-date (YTD) traffic vo lume is 8.3% higher than the same period last year. The 2016 fiscal year-to-date revenue is 9 .1 % hig her t han for the same period last year. Year-to- date average revenue per-trip is $3.02 . Fiscal year-to-date traffic and revenue data are sum m arized in the table below. The following trip and revenue statistics tables represent a ll t ri ps take n on the 91 Express Lanes and associated potential revenue for the months of July 20 15 thro ug h December 2015 . FY 2015-16 to Date as of Decembe r 31, 2 0 15 Stan t e e .. (". YTD P r qje~~t ed Full Toll Lanes 5 ,305 ,048 5,204 ,336 100,712 1 .9% 4 ,891 ,766 8.4% 3+ Lanes 1,623, 102 1,683 ,456 (60 ,354) (3.6 %) 1 ,507,438 7 .7% Total Trips 6 ,928 ,150 6 ,887 ,792 40,358 0 .6% 6 ,399,204 8 .3% .. '• .. ' -«.~·I"-;·:..·:~;~;·~ ~ II ,;;. ~/.. .. ,. :•_-;.. .... .•. , -i:~I! . Full Toll Lanes $20,507 ,157 $20,551 ,961 ($44 ,804) (0 .2%) $18 ,791,286 9 .1% 3+ Lanes $414 ,245 $481 ,107 ($66,862) (13.9%) $389,403 6.4% Total Revenue $20,921,403 $21,033,069 ($111 ,666) (0 .5%) $19,180,688 9 .1% " ~:: ;~ ~:~!,' ,7 •..;Y'l,. "": "~'r,;.:f-.. Full Toll Lanes $3 .87 $3 .95 ($0.08) (2 .0%) $3.84 0 .8% 3+ Lanes $0.26 $0 .29 ($0 .03) (10.3%) $0.26 0 .0% Revenue Per Trip $3 .02 $3 .05 ($0 .03) (1.0 %) $3.00 0 .7% 3 • • • • Traffic and Revenue Summary The chart below reflects the total trips breakdown between Full T oll trips and HOV3+ trips for FY 2015-16 on a monthly basis . FY 2015-16 Traffic Volume Overview G> 875,000 E :i 0 > 700,000 52 5 ,000 Jul-1 5 A ug-15 Sep-15 Oct-1 5 Nov-15 Dec-15 Jan -16 Feb-16 Mar-16 Apr-16 May-16 Jun-16 Month The chart below reflects the gross potential revenue breakdown between Full Toll trips and HOV3+ trips for FY 2015-16 on a monthly basis . $3 ,900 ,000 $3 ,700,000 $3,500,000 $3,300,000 $3,100,000 $2 ,900,000 $2 ,700,000 $2 ,500.000 Jul-15 Aug-15 Sep-15 Od-15 Nov-15 Dec-15 Jan-16 Feb-16 Mar-16 A pr-1 6 May-16 Jun-16 Month 4 -· ------------------ Peak traffic hour in the eastbound dire cti on reached or exceeded 90% or more of defined capacity seven times during the month of Dece m be r 2015. As demonstrated on the next chart , westbound peak hour traffic volumes top o ut at 62% of defined capacity. EASTBOUND PEAK-HOUR VOLUMES Monday 11 /30/15 Tuesday 12101/15 Wedn es day 12102115 Thursday 12103/15 Fr iday 12104/15 PM li me 1400 -1500 1500 -1600 1600 -1700 1700 -1800 1800 -1900 $4 .70 291 2,084 61 % $4.70 255 2,017 59% $4.85 303 2,389 70% $3.20 397 3,006 88% $3 .80 509 3,159 93% $4.05 506 448 3,196 94% $7.40 47 0 $5 .55 448 2,878 85 % $6.90 469 $3.60 454 2,605 77 % $3.60 544 3,048 90% $4 .75 3,025 89% $9 .80 3,004 88% $9.05 2,885 85% $4.40 497 3,024 89% $10 .15 570 2,996 88% 465 2,869 84% $9.95 474 3,036 89% 512 2,998 88% $6 .40 449 2,856 84% 559 2,906 85% $5.95 515 2,538 75% $3.55 369 1,7 17 51 % $3.55 443 2,087 61% $5.15 440 2,091 62% $5.60 408 1,773 52% Monday 12107/15 Tuesday 12108/15 Wedn es day 12109/15 Thursday 12110/15 Fr iday 12111/15 PM lime )~ri ce ii HOV · 'Vol : •• Cap .: 'Pn ce ,'»~PV ltV~l .,. Cap . Pri ce ·: HOV Vol :'"' ·Cap ., .~ri c(-5iioy ·~vo1.·-',~Cap . P ri ci 'l',l;JlOV_i-:>V?t~C ~p, 1400 -1500 $4 .70 281 2,043 60% $4 .70 315 2,306 68% $4.70 296 2,241 66% $4.85 340 2,437 72% $3 .20 362 2,929 86% 1500 -1600 $5.05 495 3,042 89% $3.80 426 2,7 40 81 % $4.05 472 2,946 87% $4.75 2,873 85% $9 .80 3,053 90% $9 .05 2,943 87% $4 .40 2,048 60% $5 .15 1600 -1700 $4.85 457 2,890 85% $6 .15 453 2,787 82% $7.40 479 1700 -1800 $4 .85 469 2,845 84% $5 .55 480 3,060 90% $6.90 475 1800 -1900 $5 .05 583 2,816 83% $3.60 614 3, 126 92% $3.60 562 1900-2000 $3 .55 335 1,61 1 47% $3 .55 425 2,002 59 % $3.55 435 PM lime 1400 -1500 1500 -1600 $5 .05 1600 -1700 $4 .85 1700 -1800 $4 .85 1800 -1900 $5 .05 1900 -2000 $3 . 55 PM lime 1400 -150 0 441 460 578 356 12114/15 Tuesday 58% 89% 433 2,865 84% $6 .15 463 2,935 86% $5 .55 404 2,809 83% $3 .60 466 1,651 49% $3.55 557 68% 12115/15 Wedne sday 1211 6/15 65 % $4 .70 273 2,284 67% $4.85 2,976 88 % $4.05 432 3,008 88% $4 .75 2,905 85 % $7.40 476 2,510 74% $6.90 464 2,319 68 % $3.60 574 2,957 87% $9 .8 0 2,859 84% $9 .05 2,846 84% $4 .40 2,675 79% $3.55 509 2,460 72% $5 .15 12122115 Wedne sday 12123/15 Prlce ·,,.HOV 71 % $4. 70 485 84 % 484 3,1 38 92% $10 .15 540 453 2,881 85% $9 . 95 447 500 2,838 83% $6 .40 486 603 2,969 87% $5 .95 44 6 421 1,904 56% $5 .60 433 445 473 460 574 488 12117/15 Friday 71% 2,983 88% $10 .15 544 2,911 86% $9 .95 518 2,896 85% $6 .40 536 2,956 87% $5 .95 50 9 2, 143 63% $5 .60 440 68 % 1500 -160 0 $5.05 1600 -1700 $4.85 1700 -1800 $4.85 1800 -1900 $5.05 491 85% 87% $4.05 507 457 553 467 2,90 1 85% $10.15 659 2,074 61% $5 .55 510 462 443 52 9 466 2, 830 83% $6 . 15 50 2 2,993 88% $7.40 2,776 82% $9.95 622 1,781 52% $5 .55 474 2, 702 79% $5.55 333 2, 195 65% $6.90 2,862 84 % $6 .40 592 1,665 49% $5 .55 571 2,671 79% $3 .60 465 2,42 5 71 % $3.60 2, 104 62% $5.95 487 1,361 40% $5 .55 2,849 84 % 2,816 83% 2,890 85% 2,176 64% 1,67 4 49% 12118/15 86% 2,902 85% 2,830 83% 2,852 84 % 2,482 73% 1,7 50 51% 12125115 41 % 1,150 34% 1,03 2 30% 1,057 31 % 1,021 30% 1900 -2000 $3 .55 340 1,547 46% $3.5 5 366 1,350 40% $3.55 398 1,519 45% $5.60 47 1 1, 132 33% $5 .55 628 1, 135 33% Monday 12128/15 PM lime "frlce r HOV.~ ,Vat "*-. Cap : 1400-1500 $4.70 415 2,041 60% 1500 -1600 $5 .05 513 2,623 77% $3 .80 1600 -1700 $4.85 472 2,815 83% $6 .15 1700 -1800 $4.85 1800 -1900 $5 .05 496 2,67 0 79% $5.55 473 1,913 56% $3.60 ~ri~e ~HOV ,.,, Vol .. $4 .70 451 73% $3.20 500 2,672 2,91 0 86% $4.05 540 2,891 85% $10.15 502 2,210 514 2,80 9 83% $7.40 520 2,945 87% $9 .95 482 1,988 495 2,871 84% $6.90 492 2, 165 64% $3.60 412 583 2,668 78% $6 .40 2,708 80% $5.95 472 404 1,736 1,322 1900 -2000 $3.55 356 1,057 31% $3 .55 439 1,423 42% $3.55 387 1,4 50 43% $5.60 339 885 5 • • WESTBOUND PEAK-HOUR VOLUMES ,. Monday 11/30/15 Tuesday 12/01/15 Wednesday 12/02/15 Thursday 12/03/15 Fr iday 12/04115 AM lime J'ri~ :!:-HOYii"-, Vo l. ·:,,~C.,ap: .. Pri.~1~~-QV ':ifi yOJ. :;,_\c ~t 0400 -0500 35% $2 .80 412 1, 146 34% $2.80 389 1, 126 33% 0500-0600 61% $4.50 604 62% $4.50 637 2,050 60% $4 .25 558 1,912 56% 0600 -0700 56% $4.70 519 1,953 57% $4.70 544 1,889 56% $4.50 481 1,738 51% 0700 -0800 50% $5 .20 333 1,688 50% $5.20 354 1,694 50% $5 .05 339 1,666 49% 0800-0900 49% $4 .70 198 1,667 49% $4 .70 197 1,628 48% $4 .50 212 1,425 42% 0900-1000 44% $3 .70 185 1,571 46% $3 .70 180 1,543 45% $3.70 158 1,183 35% Monday 12/07/15 Tuesday 12/08/15 Wednesday 12/09/15 Thursday 12/10/15 Friday 12/11/15 AM lime PMc e -· HOV _.v.01&-ca ir; ':Price,· ·~oy ~;Vql. ;. Cap".' _Pri ce .;HQV·~~ .Vol . ·',C ap , 'Prl c!~Y H_i;>v ~::\lol . .f'C.;w i" ~rice 'NIOV; ·;.Vol: '·' C.ap . 0400 -0500 $2 .80 388 1,225 36% $2 .80 41 6 1,180 35% $2.80 430 1,213 36% $2 .80 441 1,218 36% $2 .80 369 1,074 32% 0500-0600 $4.50 615 1,981 58% $4.50 626 2,022 59% $4.50 633 1,99 4 59% $4.50 58 4 1,908 56% $4 .25 536 1,838 54% 0600 -0700 $4.70 507 1,863 55% $4 .70 498 1,835 54% $4 .70 507 1,886 55% $4 .70 507 1,892 56% $4 .50 450 1,7 11 50% 0700 -0800 $5 .20 328 1,645 48% $5 .20 342 1,703 50% $5 .20 328 1,695 50% $5 .20 341 1,630 48% $5 .05 286 1,466 43% 0800 -0900 $4.70 192 1,501 44% $4.70 194 1,612 47% $470 207 1,623 48% $4 .70 201 1,652 49% $4 .50 155 1,23 4 36% 0900 -1000 $3.70 175 1,308 38% $3.70 197 1,787 53% $3 .70 181 1,503 44% $3 .70 182 1,643 48% $3 .70 161 1,175 35% Monday 12/14/15 Tuesday 12/15/15 Wednesday 12/16/15 Thursday 12/17/15 Friday 12/18/15 AM lime :P~i ce iio I'[ o'f;ft.vo 1.1§11Sl,c~p; ~f'r ic~t;! ~p~;;,l: Vo IL~ Caiit ·-P1.i~e'~~HQV~~vo1 ; ·?--:cap( f'rlce ~';Ho_v:&~Y!>I,';~ Cap~ -.~rlce'Y:'_.HO\I ~ ,\l_ol /~,Cip~ 0400-0500 $2 .80 410 1,202 35% $2 .80 418 1,117 33% $2 .80 400 1, 142 34% $2 .80 415 1, 153 34% $2 .80 375 1,021 30% 0500 -0600 $4 .50 569 1,978 58% $4 .50 59 4 1,920 56% $4.50 585 1,999 59% $4 .50 575 1,994 59% $4 .25 563 1,842 54% 0600 -0700 $4.70 474 1,838 54% $4 .70 219 727 21% $4.70 538 1,935 57% $4.70 498 1,795 53% $4 .50 453 1,686 50% • 0700 -0800 $5.20 347 1,668 49% $5.20 197 619 18% $5 .20 319 1,668 49% $5 .20 347 1,664 49% $5 .05 314 1,546 45% 0800 -0900 $4.70 202 1,609 47% $470 339 1,684 50% $470 184 1,547 46% $4.70 186 1,610 47% $4 .50 194 1,326 39% 0900-1000 $3.70 206 1,511 44% $3 .70 217 1,911 56% $3.70 177 1,411 42% $3 .70 210 1,481 44% $3.70 168 1,245 37 % Monday 12/21/15 Tuesday 12122115 Wednesday 12123/15 Thursday 12124115 Friday 12125115 AM lime Pfice i·;,ll OY,Z<Yot~~~aii .' :filc e. ~~~H.~!'6-V~(';...i,\,cap :)' I J!l~j,Ji QV~Yol :'' ·;cap,~ Pri ~e "~J:l 9Y~,.'.:,V~t;t Caq,_ , Price/" uov:~.VQI . ~:Cap,'. 0400 -0500 $2.80 33 8 1,060 31% $2 .80 278 830 24% $2 .8 0 339 988 29% $2.80 151 437 13% $1 .50 13 32 1% 0500 -0600 $4.50 541 1,8 48 54% $4.50 519 1,853 55% $4 .50 524 1,772 52% $4.25 240 733 22% $1.50 11 39 1% 0600 -0700 $4.70 41 2 1,697 50% $4 .70 41 9 1,707 50% $4.70 341 1,393 41% $4.50 146 534 16% $1 .50 12 49 1% 0700 -0800 $5 .20 243 1,411 42% $5 .20 240 1,369 40% $5 .20 207 958 28% $5 .05 120 495 15% $1.50 24 93 3% 0800-0900 $4.70 211 1,276 38% $4.70 184 1,48 5 44 % $4.70 206 1,090 32% $4.50 128 586 17% $2 .80 54 184 5% 0900-1000 $3.70 262 1,29 3 38% $3.70 249 1,520 45% $3.70 270 1,317 39% $3.70 185 696 20% $2.95 187 502 15% 12/28/15 12/29/15 Thursday 12/31/15 AM lime z.r:a~.~ . Price ':',. HQV1fl yol :'ti Cap . 0400-0500 28% 27% 26% $2 .80 201 555 0500 -0600 37 1 1,233 36% 428 41% $4.50 466 1,521 45% $4 .25 334 1,007 0600-0700 $4.70 291 1, 106 33% $4.70 359 1,467 43% $4.70 341 1,303 38% $4.50 188 661 0700-0800 $5.20 262 1,27 1 37% $5.20 21 6 1,157 34% $5.20 209 932 27% $5.05 120 583 0800 -0900 $4 .70 209 1,151 34% $4 .70 187 1,014 30% $4.70 190 996 29% $4.50 141 652 0900 -1000 $3.70 257 1,072 32% $3 .70 279 1,291 38% $3 .70 298 1,227 36% $3 .70 207 803 • 6 ·-" Perfonnance Measures CUSTOM ER SERVICE . . .. -- Monthly No t to ex ceed 120 seconds Call Wait lime Abandon Rate •. !".l onth!~ --~? rrore th~n __ 4 :~0(o ---·· 0:52 1.7% 75 Customer Satisfaction Monthly At least 75 outbound calls ··-·-·- Convert Violators to Customers .... ~ Convert Violators to Customers VIOLATION PROCESSING Quart ..-ly Arnially Response lime Monthly . . ... . -~~~-~~!?~!?~.~~~~!~~.~-~!: __________ .. ~~!_ ... ~ CUSA Violation Collection Rate Arrually TRAFFIC OPERATIONS * Plate Mis read Errors CAS Response lime ACCOUNTING Exceptions INFORMATION TECHNOLOGY _Bi:)C~--offic_e _S.ys_t_e~. L)~ti~--. Netw erk Uptime Monthly Monthly ······--------·-------·---- Monthly Monthly Monthly Monthly CUSA = Cofiroute USA ; CAS =Customer Assistance Specia li st s 8% or rro re 10% or rrore Y."flt hin 2 busin~~s days of receipt 70% or rrore ... ·74c;/o or -rrore··----------·-·· ·······--------~~~~~,,.., Eq ual to or less __ t_ha_~ _ 15 _di:)YS ·--~u al to_9 r _les~--t~?.~.~:~%-.. _____ ·-.... 0:2 0 (mi nu tes) per call No rrore than 3 _99 % Av aili:J~ility 99 % A v ailability 2.4 0.02% 0:08 0 100% ... 100% •Plate Mis read Error performance is current after a 60-day hol d-back perio d; th erefore, percentage reported here is for 2 months prior to the month of this report . Incoming Call Activity Representatives Answered 22, 101 · wR·A-~s,;.,ered .................... · ---:-----·i.936 ;;.:ti~ricic;~;;c1·c;a·1is ·,~;c;~-;20 ·5·ec-onci~·-r ··-·-·-·5-s a · , ... ·-----·-. -·--------. --. -··----·-----... -· **Abandoned Calls -all others : 2,024 Total Incoming Calls :! 32,611 'This data is used in the Abandoned Calls performance m_eas ure . 67.8 % 21 , 154 67.9% 22,837 . 24 .3 % . ----~----~~~-?j_ --~~--~-~~~~-!~---~--=~---~~~~] ___ _ 1.7% 6 .2 % 555 1.8% .. --.. ----·---:--. -· -------. 1,757 5.6% 31 , 137 962 2,103 34 ,303 -~hs d~a_r_epr_esents all IV_~_all~-~ns ~~-~ons.c:iut~~dE!!t:"."~~o r~e ireas1re t tTE!5 hc>ld Transponder Distribution Status Issued ..... ·····-· ... To New Accounts 762 36.1% 720 34 .1% 862 35 .7% ... '. . ............... . __ ~~~~~~~~!-~~g~-t~-~~~~n,g_~:c.~~-~!~-----.......... _ 581 27.5% ----··-~-~~--'---~~:~O/~---. ···-·· ~1 ~ ... ;-.. -~~.'.~~---· Replacement Transponders 766 36.3% 792 . 37 .5% 939 ' 38 .9% Total Issued 2,109 Returned Account Oosures 337 30.7% Accounts Downsizing 91 -------··----. --------··-----___ .,,.._ ·-·----------------------------·-·-. ---------------·--·----:· Defective Transponders 668 Total Returned 1,096 7 • • • • At the end of December 2015 , the 91 Express Lanes had 118,056 active customer accounts , with 179,574 transponders assigned to those accounts . 122,000 120 ,000 118,000 116,000 114,000 112,000 110,000 108,000 119 ,992 Number of Accounts by Fiscal Year As of December31, 2015 n ro (\ !b Pl I:. ..., ')., 'l>t(;j ~r:s ro1:. (\):) 9:ir:s Pl:-; !(;$..., ..,..., 1:,<::! l:.(;j ,p 1:,I:. l:.(;j 1:,'5 1:,'> ~..., 'V 'V 'V 'V 'V 'V 'V 'V Fiscal Year Operational Highlights On-road Operations ...,,,, ~ <, <o 'V ,,, '!>:..., ,,, .... 1:,'> ~..., ~ .... 1:,'> 'V 'V 'V 'V Customer Assistance Specialists (CAS) responded to 126 calls during December. The CAS team received 75 calls to assist disabled vehicles , 9 calls to remove debris and conducted 27 assists or traffic breaks . There were 9 accidents in the Express Lanes and 6 accidents in the general- purpose lanes the CAS provided assistance to . 8 Financial Highlights YTD as of: 12131/2015 YTD Variance Description A ctual 111 Budaet 111 Dollar$ Percent(%) ,. ' \e<~ ·J.·' . . .... ... ' --~t~~~~~ ~ ·r•:ie::.\~, ,~t ·f ; .i:·. .. "-(. ~.,_-. , .. · -t ¥4'. .. " ,. -I ·1"' ' • ,,1., Operating revenues: Toll rewnue $ 19,495,748.02 $ 18 ,141,230.00 $ 1,354 ,518.02 7.5 Fee rewnue 4,905,223.32 3, 372 , 755. 00 1, 532,468. 32 45.4 Total ooeratina revenues 24,400,971.34 21 ,513 ,985.00 2 ,886 ,986.34 13.4 . .": .~J ,... -·-· .. ~ . . -~~.f··· . .* ..... ; ~ ,,;: . .\ e •; • .. 7!• ~ . .. ;;; ,; . ·'· . •i•, •) ,, Operating expenses: Contracted services 4 , 193,605 .84 4,238,320.00 44 ,714.16 1.1 Administratiw fee 1,303,1 91 .24 1,299,612.00 (3 ,579.24) (0.3) Other professional services 438,3 11 .06 1, 293, 396. 00 855 ,084.94 66.1 Credit card processing fees 415,408.24 415,935.00 526.76 0.1 Toll road account servicing 4 18,523 .68 159,530 .00 (258 , 993 . 68) (162.3) Other insurance expense 170,253 .24 374,850.00 204 ,596 .76 54 .6 Toll road maintenance supply repairs 66,952 .18 102,462.00 35 ,509 .82 34 .7 Patrol services 2 84,409 . 7 1 ' 277 ,392.00 (7 ,017.71) (2.5) Building equipment repairs and maint 211 ,696.14 352 ,674.00 140,977.86 40.0 Other services 2 ,600.00 11 ,550.00 8,950.00 77 .5 Utilities 10,306 .71 19,992.00 9,685.29 48.4 Office expense 20,839.73 63,742.00 42,902.27 67 .3 Bad debt expense (3,965.47) -3,965.47 NIA Miscellaneous (2> 31 ,465.43 65,402 .00 33,936.57 51 .9 Leases 137,4 31 .52 247,404.00 109,972 .48 44.5 Total operating expenses 7 ,701 ,029 .25 8,922,261 .00 1,221 ,231 .75 13.7 Depreciation and amortization (3> 1 590, 132 .91 -<1 ,590 , 132.91) NIA Ooeratina income (lossl 15, 109,809.18 12,591 ,724.00 2,518,085.18 20.0 . ,. ~~ . -··;:i· ~-·,~ ,.,.: .. ·-; .... ., ·-' --~.::;~,.: '"'{~ :l!:.,.r· . ' .. Nonoperating revenues (expenses): Reimbursement from Other Agencies -842,496.00 (842,496 .00) (100 .0) Interest income 430,057.27 368,560 .00 61,497.27 i. 16.7 i. (2 ,847 , 799.83) (2, 872, 026. 00) Interest expense 24 ,226.17 Other 489,381 .29 -489 ,381.29 Total nonooeratina revenues lex~nsesl (1 928,361.27 ) (1 ,660,970.0Q) <267 ,391 .27) Transfers in --- Transfers out --- Net income Closs) $ 13.181 447.91 $ 10.930 754.00 $ 2.250 693.91 'Actual amounts are accounted for on the accrual bas is of accounting in a n enterprise fund . Budget amounts are accounted for on a modified accrual basis of accounting . 'Miscellaneous expenses include: Bond Insurance Costs, B ank S er"ce C harge, Transponder Materials . 'Depreciation and amortization are not budgeted items . Capital Asset Activity 0 .8 NIA (16.1) NIA NIA 20.6 During the six months ending December 3 1, 2015, capital asset activities included $293,205 for the purchase of transponders . 9 • • ATTACHMENT C • m OCTA Orange County Transportation Authority • As of January 31, 2016 • • • Operations Overview Traffic and Revenue Statistics Total traffic volume on the 91 Express Lanes for January 2016 was 1,052 ,626 . Th is represents a daily average of 33 ,956 . This is a 3.3% increase in total traffic volume from the same period last year when traffic levels totaled 1,018 ,633 . Potential toll revenue for the month was $3 , 183, 144 which represents an increase of 2 .2% from the prior year's total of $3 , 113,498 . Carpool percentage for the month was 23 .61 % as compared to the previous year's rate of 22 .64%. 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 2016. Current Month-to-Date (MTD) as of January 31, 2016 Full Toll Lanes 804,063 248,563 Full Toll Lanes 3+ Lanes Tota l Gross Revenue $3 .88 $4 .0 1 ($0 .13) (3.2 %) $3 .87 0.3% Average 3+ Lanes $0 .26 $0 .32 ($0 .06) (18 .8%) $0 .27 (3.7 %) Average Gross Revenue $3 .02 $3 .12 ($0 .10 ) (3 .2%) $3 .06 (1.3%) 2 The 2016 fiscal year-to-date (YTD) traffic volu me is 7.6% higher than the same period last year . The 2016 fiscal year-to-date revenue is 8.1 % hig her th an for the same period last year. Year-to- date average revenue per-trip is $3.02 . Fiscal year-to-date traffic and revenue dat a a re sum m arized in the table below. The following trip and revenue statistics tables represent all t rips take n on the 91 Express Lanes and associated potential revenue for the months of July 2 0 15 thro ug h January 2016. FY 2015-16 to Date as of January 3 1, 2 0 1 6 Full Toll Lanes 3+ Lanes 1,871 ,665 Total Gross Trips 7,980,776 7 ,976 ,554 Revenue ' ~--....... ,..;~·-. ·~ . Full Toll Lanes $23,625,964 $23,859,240 3+ Lanes $478 ,583 $566,212 5.7% Total Gross Revenue 8.1% $3.96 ($0 .09) (2 .3%) $3 .85 0.5% Average 3+ Lanes $0 .26 $0.2 9 ($0.03) (1 0.3%) $0 .26 0.0% Average Gross Revenue $3 .02 $3 .06 ($0 .04 ) (1 .3%) $3.01 0 .3% 3 • • • • • • Traffic and Revenue Summary The chart be low reflects the total trips breakdown between Full Toll trips and HOV3+ trips for FY 2015-16 on a monthly basis. FY 2015-16 Traffic Volume Overview QI 87 5 ,000 E :I 0 > 700,000 525 ,000 Jul -15 A ug-15 Se p-1 5 Oct-15 Nov-15 De c-15 Jan-1 6 Fe b-16 Ma r-1 6 Apr-16 May-16 Jun-16 Month I •Full TollL•nu •J.<-l 1nu I The chart below reflects the gross potential revenue breakdown between Full Toll trips and HOV3+ trips for FY 2015-16 on a monthly basis . FY 2015-16 Revenue Summary $3,900,000 $3,7 00,000 $3,500 ,000 $3,300,000 $3 ,100,000 $2 ,900,000 $2,700,000 $2 ,500 ,000 Jul-15 Aug-15 Sep-15 Od-15 Nov-15 Dec-15 Jan-16 Feb-16 Mar-16 Apr-16 May-16 Jun-16 Month 4 Peak traffic hour in the eastbound dire ct ion reached or exceeded 90% or more of defined capacity fourteen times during the mont h of Ja nuary 2016 . As demonstrated on the next chart , westbound peak hour traffic volumes top out at 59% of defined capacity. EASTBOUND PEAK-HOUR VOLUMES PM Time 1400 -1500 19% 1500-1600 19% 1600 -1700 17% 1700 -1800 19% 1800 -1900 18% 1900 -2000 17% Monday 01/04/16 Tuesday 01/05/16 Wedn esday 01 /06/16 Thursday 01/07/16 Friday 01/08/16 PM Ti me Pricf ' · HOV '•t 'Vo l: Cap. Pr ice ; ... H9v , 2Yoi:y;·c ap . Prj ce .~ HOV Vol : < >:(;ap·; '•Prjce · 'HOV .1. V,ol . -. :'cap ., , Price ;,d iOY,,;-, Vol ."'"•• Cap .. 1400 -1500 $4.70 301 1,843 54% $4 ,70 272 1,780 52% $4.70 319 2,007 59% $4 ,85 308 1,977 58% $3.20 437 2,885 85% 1500 -1600 $5 .05 506 2,975 88% $3 ,80 508 3,014 89% $4,05 445 2,605 77 % $4.75 508 3,104 91 % $10 ,15 610 2,890 85% 1600 -1700 $4,85 434 2,998 88% $6 , 15 430 2,669 79% $7 .40 514 2,901 85 % $9 .80 468 2,743 81 % $9 ,95 496 2,866 84% 1700 -1800 $4 ,85 451 2,744 81% $5 ,55 440 2,541 75 % $6 ,90 389 2,408 71 % $9,05 45 1 2,590 76% $6.40 500 2,884 85% 1800 -1900 $5 ,05 54 4 2,346 69% $3.60 402 1,859 55 % $3,60 434 2,117 62% $4,40 486 2,320 68% $5 ,95 651 2,811 83% 1900 -2000 $3,55 299 1, 152 34% $355 25 1 1,019 30 % $3,55 244 1,082 32% $5 ,15 307 1,256 37% $5 .60 432 1,773 52% Monday 01/11/16 Tuesday 01/12116 Wedne sday 01/13/16 Thursday 01/14/16 Friday 01/15/16 PM Time 11Prlce3'HlOVp1~ \101 ~ Cap~ .PrJce_!l."';,HQ't~~)'.01 ~ Cap. Prlee'il\HOV ;t Vol J~&J:ap:i 'PrJC&W.Hov.;(:' v~r.:-·"Jlt ai>:-Price ''1 1loy ~.::V9l ;;ry(c-aP.,<1: 1400 -1500 $4.70 29 4 1,987 58% $4 .70 296 2,141 63 % $4,70 304 2, 175 64% $4.85 359 2,337 69% $3 ,20 459 3,047 90% 1500 -1600 $5 .05 512 2,970 87% $3 .80 446 2,827 83% $4.05 501 3,066 90 'Y. $4.75 460 3,043 90 % $10,15 609 3,055 90 % 1600 -1700 $4 .85 444 2,994 88% $6 ,15 458 3,019 89% $7 .40 460 2,902 85% $9 .80 477 2,903 85% $9 .95 528 3,119 92'!. 1700 -1800 $4 .85 459 2,927 86% $5 ,55 440 2,837 83% $6 .90 463 2,834 83% $9 .05 491 2,908 86% $6 .40 546 3,102 91 % 1800 -1900 $5 .05 549 2,817 83% $3 .60 548 2,972 87% $3.60 564 2,849 84% $4.40 574 2,906 85% $5 .95 57 5 2,787 82% 1900 -2000 $3.55 316 1,358 40% $355 454 2,350 69% $3 .55 460 2,198 65% $5 .15 452 2,203 65% $5 ,60 460 1,785 53% Monday 01/18 /16 Tuesday 01/19/16 Wedne sday 01 /20/16 Thursday 01/21/16 Friday 01/22116 PM Time , f!r ice ~·1:to~:,woq~cap ,j l!ti~e'tt-HO't,t:~.yo 1;~ Cap . Pii ~~ HOV ._.,v,o r:~.c ~~--,Pri ce .~· ,HOV~V9)1":-'j'.:~~; ;P[l ce ;~;B oy~v,01 .:ftrcap.~ 1400 -1500 $470 376 1,909 56% $4.70 67 574 17% $4.70 285 2,187 64% $4.85 324 2,347 69% $3.20 439 3,032 89% 1500 -1600 $5.05 583 2,79 1 82% $3.80 20 90 3% $4.05 510 3,197 94'Yo $4.75 493 3,072 90 % $10.15 602 2,983 88 % 1600 -1700 $4,8 5 544 2,767 81 % $6.15 0 0 0% $7.40 431 2,896 85% $9 .80 433 2,83 9 84 % $9 .95 523 3,080 91 % 1700 -1800 $4.85 48 9 2,606 77% $5.55 153 762 22% $6.90 463 2,921 86% $9 .05 48 0 2,887 85% $6 .40 491 3,085 91 % 1800 -1900 $5 .05 495 1,81 9 54% $3 ,60 472 2,54 3 75% $3.60 560 2,960 87% $4.40 581 2,894 85% $5 .95 59 4 2,839 84 % 1900 -2000 $155 380 1, 165 34% $3,55 325 1,6 82 49% $355 357 1,692 50% $5.15 475 2,224 65% $5 ,60 452 1,850 54% Monday 01/25116 Tuesday 01/26/16 Wedn esday 01/27116 Thursday 01/28/16 Friday 01/29/16 PM Time Price -,"-l{OV Y·yo1 : •! C~p: · P!i C! ~-1!_9'f'':?No\(~?C ap . Price ~; HOV , Vol ;i;;~;.Cap , Price·-:-'1tov;;:hVoJ 1'';'.c1P:. .Pri teJJ Hciyj.\..;v.o t '.<it.i·Cap . 1400 -1500 $4.70 288 1,913 56% $4.70 307 2,139 63% $4.70 292 2,048 60% $4 .85 37 0 2,603 77% $3,20 447 3,053 90 'Y. 1500 -1600 $5 .05 46 4 2,887 85% $3,80 485 3,177 93% $4,05 520 3,164 93% $4.7 5 495 2,994 88% $10, 15 590 2,93 1 86% 1600 -1700 $4 ,85 430 2,938 86% $6 .15 454 2,941 87% $7.40 444 2,986 88% $9 .80 488 2,925 86% $9.95 45 3 2,62 1 77% 1700 -1800 $4.85 457 2,947 87% $5 .55 480 2,92 1 86% $6.90 482 2,930 86% $9.0 5 468 2,81 2 83% $6 .40 426 2,766 81 % 1800 -1900 $5 ,05 588 2,972 87% $3 .60 525 2,939 86% $3.60 519 2,874 85% $4.40 547 2,904 85% $5 .95 593 2,908 86% 1900 -2000 $3.55 377 1,786 53% $3,55 453 2,11 7 62% $3.55 457 2,139 63% $5.15 477 2,418 71% $5 .60 510 2,233 66% 5 • • WESTBOUND PEAK-HOUR VOLUMES Fr iday 01/01 /16 AM lime Pri ce ~~HOV r. Yql . ~ cill: 0400-050-0 $1.50 28 65 2% 0500 -0600 $1 .50 27 66 2% 0600 -0700 $1 .50 16 67 2% 0700 -0800 $1.50 20 69 2% 0800 -0900 $1.50 51 126 4% 0900 -1000 $2 .80 109 259 8% Monday 01/04/16 Tuesday 01/05/16 Wednesday 01/06/16 Thursday 01/07/16 Friday 01/08/16 AM lime ~Pri~·-r !I OV.;"'k Vol .<:~: .~ap ; l!r lce ~"i:HOV}:•A.Vo b .... ~ap : J>rlce •1·~_ov ~;.vo1 ._.;'l-'j:ap . Prlc!i'•,HpJ.!"';Vol. ·' Cap:_ P.rl ce~'_HOV .. J)Vo 1.· .. ~c.aii ~ 0400 -0500 $2 .80 298 856 25% $2 .80 410 1,097 32% $2.80 381 1,047 31% $2.80 367 1,070 31% $2 .80 371 1,001 29% 0500 -0600 $4 .50 557 1,843 54% $4.50 590 1,957 58% $4.50 629 1,995 59% $4 .50 594 1,894 56% $4 .25 563 1,792 53% 0600 -0700 $4.70 488 1,808 53% $4.70 422 1,67 1 49% $4.70 391 1,409 41% $4.70 457 1,728 51% $4.50 437 1,593 47% 0700 -0800 $5 .20 256 1,410 41% $5.20 212 1,097 32% $5.20 212 1,082 32% $5 .20 246 1,365 40% $5 .05 261 1,256 37% 0800 -0900 $4.70 179 1,131 33% $4 .70 151 1,090 32% $4.70 135 1,073 32% $4.70 172 1, 185 35% $4 .50 203 1,212 36% 0900 -1000 $3.7 0 214 1,079 . 32% $3.70 152 1,096 32% $3 .70 163 1,085 32% $3 .70 167 1,211 36% $3.70 258 1,255 37% Monday 01111/16 Tuesday 01/12/16 Wednesday 01/13/16 Thursday 01 /14/16 Fr iday 01 /15/16 AM lime ~ri ee" . Hov:::-;;yo1.~:c_a1( .J>~c~ ~1:1oy.:r.vo1.>;: kc-ap.: Pr!Ce .;..HQV :~w~1, ";..; c.ap . .P rice "'HOV 'i;;i'Vol ." "Cap :. Price ~,Hov.;_-vo1 . , ~Cap .- 0400 -0500 $2.80 406 1,177 35% $2.80 332 841 25% $2 .80 428 1,130 33% $2.80 403 1,092 32% $2 .80 350 961 28% 0500 -0600 $4.50 609 1,958 58% $4 .50 613 1,928 57% $4 .50 623 1,877 55% $4 .50 595 1,9 11 56% $4 .25 479 1,457 43% 0600 -0700 $4.70 515 1,939 57% $4 .70 453 1,695 50% $4 .70 509 1,850 54% $4 .70 518 1,853 55% $4 .50 499 1,715 50% 0700 -0800 $5.20 315 1,616 48 % $5 .20 369 1,720 51% $5 .20 306 1,684 50% $5 .20 338 1,682 49% $5 .05 293 1,484 44% 0800 -0900 $4 .70 184 1,393 41 % $4.70 192 1,677 49% $4.70 165 1,320 39% $4.70 176 1,456 43% $4 .50 177 1,364 40% • 0900. 1000 $3 .70 164 1,226 36% $3 .70 182 1,572 46% $3.70 147 1,266 37% $3 .70 159 1,415 42% $3 .70 154 1,120 33% Monday 01/18/16 Tuesday 01/19/16 Wednesday 01/20/16 Thursday 01/21/16 Fr iday 01/22116 AM lime .:.Pri ce ·:t;ilC>v;f.1. ~pt~~~~ ~!'f1ee:~1 R QY;~~~ot Rt<"l.c.aii ~ ~!'ri ce ~ljQV~1~oi ~f-i>Cii! .• 'J>rlcitfi l:f OV:\f.i;Vp l:i:~capt-1 ;P_rict t.§HO~·Vol,<~Wai>':' 0400 -0500 $2.80 349 97 4 29% $2 .80 430 1,139 34% $2 .80 400 1, 146 34% $2 .80 411 1,134 33% $2 .80 375 1,015 30% 0500 -0600 $4 .50 407 1,584 47% $4 .50 622 1,961 58% $4.50 573 1,863 55% $4.50 590 1,899 56% $4.25 592 1,868 55% 0600 -0700 $4.70 272 1,205 35% $4.70 326 1,108 33% $4.70 486 1,877 55% $4 .70 508 1,892 56% $4.50 486 1,756 52% 0700 -0800 $5.20 186 899 26 % $5.20 257 947 28% $5 .20 328 1,7 02 50% $5 .20 322 1,717 51 % $5 .05 307 1,464 43% 0800 -0900 $4.70 214 1,002 29% $4.70 262 1,638 48% $4.70 184 1,455 43% $4 .70 198 1,456 43% $4 .50 197 1,295 38% 0900-1000 $3 .70 304 1,150 34% $3.70 190 1,733 51% $3.70 155 1,313 39% $3 .70 179 1,363 40% $3 .70 181 1, 194 35% Monday 01/25/16 Tuesday 01/26/16 Wednesday 01/27/16 Thursday 01/28/16 Fr iday 01/29/16 AM lime ':Price · "ft OV.~Yo !,~#J:ap: f>rl~·rf\HOV~~yor .~~ c ~~ ;·prfce Ji HO,V;"!>f Vof .~C ap~ '.Pff qi~:Hov ~v91 .z:c '1i'i · Pri.ce.lii. ~ov •tt.Yol : _ "'~c,.;=-. 0400 -0500 $2 .80 407 1,208 36% $2 .80 414 1, 180 35% $2 .80 438 1,200 35% $2 .80 409 1,140 34% $2 .80 387 1,054 31% 0500 -0600 $4.50 590 1,972 58% $4.50 600 1,92 1 57% $4 .50 599 1,900 56% $4 .50 623 1,920 56% $4 .25 556 1,808 53% 0600 -0700 $4.70 480 1,919 56% $4 .70 499 1,932 57% $4.70 520 1,872 55% $4 .70 543 1,934 57% $4.50 466 1,696 50% 0700 -0800 $5 .20 341 1,662 49% $5 .20 339 1,702 50% $5 .20 330 1,697 50% $5 .20 325 1,654 49% $5 .05 301 1,432 42% 0800 -0900 $4.7 0 184 1,599 47% $4.70 187 1,639 48% $4.70 145 1,469 43% $4.70 192 1,578 46% $4.50 175 1,277 38% 0900 -1000 $3.70 185 1,44 5 43% $3.70 174 1,598 47% $3 .70 173 1,444 42% $3 .70 186 1,519 45% $3 .70 179 1,251 37% • 6 Perfonnance Measures CUSTOMER SERVICE Call Wait Tirre Abandon Rate Custorrer Satisfaction -. Convert Violators to Custorrers Convert Violators to Custorrers VIOLATION PROCESSING Response Tirre . ··--·-··-······ Monthly Monthly Mont hly Qua-terly Amually Monthly ·-. -... No t to exceed 120 seconds No rro re than 4 .0% . . -------. .. . . -- -- At least 7 5 outbound calls 8% or rrore 10 % o r rrore __ Wit hin 2 b~sin~ss days of receipt -~~~Y.!9~~.~9~-~~le_?!!9~.-~!: ___________ ~~!~~l'. _______ !_~ya -~:-~!-: ______________________________ _ CUSA Violation Collection Rate Arrually 74% or rrore TRAFAC OPERATIONS lniti~l ·~-~ec.o~~~ry ~e~!e'.".'_~ Monthly • Plate Msread Errors Monthly -~---~--·····----·--····-. ---------. --·--·· ----- CA.S Response Tirre Monthly ACCOUNTING Exceptions INFORMATION TECHNOLOGY B~c .~-of!ice -~X~_te~-~p~im.e . Netw ork Uptirre Monthly Monthly Mo nt hly CUSA = Cofiroute USA ; CAS =Customer Assistance Spec ialists Eq ual to or less than 15 days . . . . -. . -.. Eq ual to or less than 0.4% ---.. -------··· --·-··---· _,. _____ _ 0:2 0 (mi nutes) per call No rrore than 3 _9 ~% A v ail.a~!l_ity _____ _ 99% A v ailability 1 :39 3.4% 76 1.5 0 .01% --.. ----------------- 0 :04 0 100% 100% •Plate Mis read Error performance is current after a 60-day ho ld-bac k pe ri o d; t herefore , percentage reported here is for 2 months prior to the month of this report . Incoming Call Activity Representatives Answered . -·· --.. -.......... -··-·-·-·······•.,.• IVR Answered 21 ,01 7 7 ,904 *Abandoned Calls =or >20 seconds : 1,080 --... ---·-·-------·-----··-··-----. **Abandoned Calls -all others 2 ,040 Total Incoming Calls :: 32 ,04 1 "This data is used in the Abandoned Ca_lls perfo rman.ce .m.eas _u re . 65 .6 % ... -- 24 .7 % 3.4 % 6 .4 % 22 , 101 7 ,936 550 67.8% 22 ,577 .. ·-· ····· ---··--..•..... -........... ----. 24.3% 8 ,330 1.7% 978 -------------··········· .. 2 ,024 : 6 .2% 2 ,094 32 ,611 33 ,979 -rns d~'.'_~~!.":5~.s ~! IVR_"."'~_oi:s ~~>r<!~~-~~~'.~e !!""P ?'1.0r ~'.'19"5 Lre ttT~t::'.'~~~-. __ -· -···· _ Transponder Distribution Status Issued To New Accounts Additional Tags to Existing Accounts ----.. -------. -~··---· .......... _ --·-·----·----...... ··,-··--··-·-·-· Replacerrent Transponders Total Issued Returned 7 12 5 02 800 2,01 4 Account Oosures 4 54 34.7% 337 30 .7% 438 30 .0% -. ---·-··-··-·-········-····-··-·-······ ·········--·- Accounts Downsizing 108 8 .3% 91 8 .3% 128 8 .8% ---.. --· -------~---------................... -----......................... -.. --.. --.. --.. --.... -~ ---•·•·· ---·--· ... -··-·· ........................... -----···-···----·-------........ -·---··-···-·.,·-·-·····--··--·~-·-·--·--- Defective Transponders 747 -------------------... -----·-· ...... ·-------·-··--------------·-·· -. ----------------. ..,}- Total Returned 1,3 09 7 • • • • • At the end of January 2016, the 91 Express Lanes had 118 , 186 active customer accounts , with 179,838 transponders assigned to those accounts. 122,000 119,992 120,000 118,000 116,000 114,000 112,000 110,000 108,000 Operational Highlights On-road Operations Number of Accounts by Fiscal Year As of January 31, 2016 Fiscal Year Customer Assistance Specialists (CAS) responded to 110 calls during January. The CAS team received 65 calls to assist disabled vehicles , 5 calls to remove debris and conducted 27 assists or traffic breaks . There were 7 accidents in the Express Lanes and 6 accidents in the general- purpose lanes the CAS provided assistance to . 8 Financial Highlights YTD as of: A c tual 11> ""'~ -:l< Operating revenues: Toll re-...enue $ Fee re-...enue Operating expenses: Contracted services 4,876 ,863 .38 4 ,938 ,040 .00 61, 176.62 Administratiw fee 1,520 ,389 .78 1,501,774.00 (18 ,615.78) Other professional services 348,690 .5 1 1,485,897 .00 1, 137 ,206.49 Credit card processing fees 4 79 ,974.4 1 478,582 .00 (1 ,392.41) Toll road account servicing 478,399.3 1 224 ,000.00 (254 ,399 .31) Other insurance expense 198 ,628 .77 437 ,325.00 238,696.23 Toll road maintenance supply repairs 84 ,362.66 3 ,994 ,539 .00 3,910 , 176.34 Patrol services 330 ,835.7 3 323 ,624.00 (7 ,211 .73) Building equipment repairs and maint 252,912.16 402 ,275 .00 149,362 .84 Other services 3,923 .00 12 ,225.00 8 ,302 .00 Utilities 12 , 143.39 23 ,324.00 11,180.61 Office expense 21 ,1 19.37 66,824.00 45,704.63 Bad debt expense (4,285.28) 4,285.28 Miscellaneous <2> 36,6 17.36 73, 199.00 36,581 .64 Leases 180,042.26 288 ,638 .00 108 ,595 .74 Total operating expenses 8,820,6 16.81 14,250,266 .00 5 ,429 ,649 .19 De reciation and amortization <3l 1,854,7 11 .64 1,854,711.64 v-:· ··':' Nonoperating revenues (expenses): Reimbursement from Other Agencies 863 , 122 .00 (863, 122.00) Interest income 466,216.6 1 418 ,558.00 47,658.61 Interest expense (3,318,203 .97) (3,350,697 .00) 32,493.03 Other 489,503.99 489 ,503.99 Total nono 2 ,362,483 .37 2 ,069 ,017 .00 293 ,466.37 Transfers in Transfers out Net income loss $ 15 209 314.29 $ 8 595 778.00 $ 6 613 536.29 'Actual amounts are accounted for on the accrual bas is of accounti ng in an enterprise fund . Budget amounts are accounted for on a modified accrual basis of accounting . 'Miscellaneous expenses include: Bond Insurance Costs. B ank S er.ice Charge , Transponder Materials . 'Depreciation and amortization are not budgeted items . Capital Asset Activity 8.2 39 .7 13.4 ~·.2~·0,~:-~~(~~~ 1.2 (1 .2) 76 .5 (0.3) (113 .6) 54 .6 97 .9 (2.2) 37 .1 67 .9 47.9 68.4 NIA 50.0 37 .6 38 .1 NIA '* (100.0) 11.4 1.0 NIA 14.2 NIA NIA 76.9 During the seven months ending January 3 1, 20 16, c apital asset activities included $293,205 for the purchase of transponders. 9 • • • 7. . • m OCTA • • June 3, 2016 To: State Route 91 Advisory Committee From: Kirk Avil~eneral Manager, 91 Express Lanes Subject: 91 Express Lanes Monthly Status Reports Overview The 91 Express Lanes status reports for the months of February 2016 through April 2016 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 February 2016 through April 2016. Background Monthly status reports are prepared to document 91 Express Lanes activity and are provided for State Route 91 Advisory Committee review. Discussion The February 2016 status report for the 91 Express Lanes is provided in Attachment A. In February 2016, traffic volume in the 91 Express Lanes increased 2.6 percent over the same period in 2015 and gross potential toll revenue increased by 5.3 percent as compared to the prior year. The March 2016 status report for the 91 Express Lanes is provided in Attachment B. In March 2016, traffic volume in the 91 Express Lanes increased 2.9 percent and gross potential toll revenue increased by 7 percent as compared to the prior year. The April 2016 status report is provided in Attachment C. In April 2016, traffic volume decreased by 1.5 percent over the same period in 2015 while gross potential toll revenue increased by 0.2 percent. Orange County Transportation Authority 550 South Main Street I P.O. Box 14184 I Orange I California 92863-1584 I (714) 560-0CTA (6282) • • 91 Express Lanes Monthly Status Reports Page2 Fiscal year 2015-16 year-to-date (YTD) traffic volume and toll revenue as of the end of April 2016 increased when compared to the prior year, with YTD traffic volume increasing by 5.6 percent and YTD potential toll revenue up by 6.9 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 February 2016 through April 2016 are provided for review. The report highlights operational and financial activities. Attachments A. B. C . 91 Express Lanes Status Report-As of February 29, 2016 91 Express Lanes Status Report-As of March 31, 2016 91 Express Lanes Status Report-As of April 30, 2016 • • ATTACHMENT A m OCTA Orange County Transportation Authority 1 111 Express ,.. • anes Status Report February 2016 As of February 29, 2016 • • Operations Overview Traffic and Revenue Statistics I Total traffic volume on the 91 Express Lanes for February 2016 was 1,050 ,074 . This represents a daily average of 36 ,209 . This is a 2.6% increase in total traffic volume from the same period last year when traffic levels totaled 1,023,415 . Potential toll revenue for the month was $3 ,288 ,331 which represents an increase of 5.3% from the prior year's total of $3 , 123 ,047 . Carpool percentage for the month was 21 .52% as compared to the previous year's rate of 21 .71%. 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 2016 . Current Month-to-Date (MTD) as of February 29, 2016 3+ Lanes Total Gross Revenue $3 .98 ($0.07) (1.8%) $3 .82 2.4 % Average 3+ Lanes $0 .30 $0.32 ($0 .02) (6 .3%) $0 .28 7 .1% Average Gross Revenue $3 .13 $3 .15 ($0.02) (0 .6%) $3 .05 2.6% 2 The 2016 fiscal year-to-date (YTD) traffi c volu me is 7% higher than the same period last year. The 2016 fiscal year-to-date revenue is 7 .8 % hi gher than for the same period last year. Year-to- date average revenue per-trip is $3 .03. 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 trips take n on the 91 Express Lanes and associated potential revenue for the months of July 201 5 th ro ug h February 2016 . FY 2015-16 to Date as of February 2 9, 2 0 1 6 Full Toll Lanes 6 ,933 ,238 6,846 ,2 00 87 ,038 1.3% 6 ,480 ,971 7 .0% 3+ Lanes 2 ,097 ,612 2,184 ,5 01 (86 ,88 9) (4 .0 %) 1,960 ,281 7 .0% Total Gross Tri ps 9 ,030,850 9 ,030 ,701 149 0 .0% 8 ,441 ,252 7 .0% Re venu e : · , • -• p· •• -> ·~ {r~. ~:~e·-,, ·r. ,~ • ' ... ,,,,/r.\ -t.~., '·:~:::'\: Full Toll Lanes $26 ,846 ,251 $27, 104 ,6 82 ($25 8,4 3 1) (1 .0 %) $24 ,902 ,323 7 .8% 3+ Lanes $546 ,626 $64 1,948 ($95 ,32 2) (1 4 .8%) $514 ,910 6 .2% Total Gross Revenue $27 ,392 ,878 $27,746 ,6 30 ($353 ,753 ) (1.3%) $25 ,417 ,233 7 .8% ! ... ~,~:-:~:~r~:: ~·::~ <>·.l·_~,. ...... ,~, ·~'"·.i::~~'~r.:,1°'·;~~1.t:·· ·--">' "' Average Full Toll Lanes $3 .87 $3 .96 ($0.09) (2.3%) $3.84 0.8 % Average 3+ Lanes $0 .26 $0 .29 ($0 .03 ) (10 .3%) $0 .26 0 .0% Average Gross Revenue $3.03 $3 .0 7 ($0 .04) (1.3%) $3 .01 0 .7% 3 • • • • / .. Traffic and Revenue Summary The chart below reflects the total trips breakdown between Full Toll trips and HOV3+ trips for FY 2015-16 on a monthly basis . FY 2015-16 Traffic Volume Overview 1,400 ,000 1,225,0 00 1,050,000 Cl> 875,000 E :I 0 > 700,000 Jul -15 Aug-1 5 Sep-1 5 Oct-15 No v-1 5 De c-1 5 Jan-16 Fe b-16 Mar-16 Apr-16 May-16 Jun-16 Month I •FuHTollLlnH •3+L1rie1 I The chart below reflects the gross potential revenue breakdown between Full Toll trips and HOV3+ trips for FY 2015-16 on a monthly basis . FY 2015-16 Revenue Summary $3 ,900 ,000 $3,700 ,000 $3,500 ,000 $3,300 ,000 $3 ,100,000 $2 ,900 ,000 $2 ,700 ,000 $2 ,500,000 Jul-15 Aug -15 Sep-15 Oct-15 Nov-1 5 Dec-15 Jan-16 Feb -16 Mar-1 6 Apr-16 May-16 Jun-16 Month 9f"ullTol lMle1 4 Peak traffic hour in the eastbound dire cti on reached or exceeded 90% or more of defined capacity eighteen times during the month of Feb ru ary 2016. As demonstrated on the next chart , westbound peak hour traffic volumes top out at 62% of defined capacity. EASTBOUND PEAK-HOUR VOLUMES Monday 02/01/16 Tuesday 02/02/16 Wedne sd ay 02/03/16 Thursday 02/04/16 Friday 02/05/16 PM lime 'P~!c1r:~~_!iOVi/.\~Vot !;fll$C'ap~ :·Pric9-:t..Hqv,'!:"'.v~~~bap , Pr(ce;i.1 HOV vo1 ~~ '~a~;: ~~ilc.''~:0 H.(jV~~VoJ ;l};' Cap , 'Pli~et,,;HOY,~,V~l.)~C~r)'l' 1400 · 1500 $4 .70 286 1,928 57% $4 .70 315 2,259 66% $470 306 2,207 65% $4 .85 322 2,501 74% $3 .20 415 2,960 87% 1500 . 1600 $5 .05 504 3,035 89% $3 .80 466 3,026 89% $4.05 484 2,980 88% $4 .75 442 2,974 87% $10 .15 604 3,023 89% 1600. 1700 $4 .85 424 2,908 86% $6 .15 466 2,960 87% $7.40 429 2,882 85% $9 .80 490 3,051 90'/o $9 .95 338 1,948 57% 1700. 1800 $4 .85 481 3,029 89% $5 .55 495 3,035 89% $6.90 531 3,119 92'/o $9 .05 470 2,898 85% $6.40 400 2,305 68% 1800. 1900 $5 .05 518 2,728 80 % $3.60 523 2,955 87% $3.60 548 3,042 89% $4 .40 523 2,844 84 % $5 .95 494 2,731 80% 1900. 2000 $3 .55 339 1,435 42% $3 .55 457 2,192 64% $3.55 480 2,167 64% $5 .15 542 2,632 77% $5 .60 532 2,536 75% Monday 02/08/16 Tuesday 02/09/16 Wednesday 02/10/16 Thursday 02/11/16 Friday 02/12/16 PM lime lt l?,rlcil i¢HOV.jt,,Vot ~£ipi' ;,frice '??HO).'~Vot ~~Cap. ~rice ~'HOV ~;Vo1 i~.;.~ap: ~riee1'.ti HQY}f'\ii VOJ <¥'.. ·.Cai>.: '.•Piiee '.~Hgv;;;:~v9r.z:~taPJ: 1400. 1500 $4 .70 373 2,085 . 61% $4 .70 347 2,273 67% $4.70 324 2,437 72% $4 .85 367 2,617 77% $3.20 466 3,048 90% 1500. 1600 $5 .05 529 2,758 81% $3.80 511 3,125 92% $4.05 492 3,052 90% $4 .75 503 3,008 88% $10 .15 616 2,923 86% 1600 . 1700 $4 .85 530 2,868 84% $6.15 445 3,001 88% $7.40 499 3,011 89% $9 .80 451 2,768 81% $9 .95 502 2,789 82% 1700 · 1800 $4 .85 465 2,944 87% $5.55 484 3,133 92% $6.90 467 2,945 87% $9 .05 496 2,987 88% $6.40 491 2,855 84% 1800. 1900 $5 .05 634 2,875 85% $3 .60 525 2,859 84% $3.60 52 2 2,917 86% $4 .40 545 2,843 84% $5.95 565 2,671 79% 1900 . 2000 $3 .55 464 1,679 49% $3.55 488 2,379 70% $3.55 503 2,453 72% $5 .15 554 2,789 82% $5 .60 505 1,838 54 % Monday 02/15/16 Tuesday 02/16/16 Wedne sday 02/17/16 Thursday 02/18/16 Friday 02119/16 PM lime ·.e£i£eW.H0¥~1{ol.~7ji.'.Cap .! :.Prl ~~~lfOVi,,<},.Vol:~j::ap . Pri,c.(~HOY ·~~Volt;~~Cai>S lf.[i~e,;"-~ov iNoi ;~.:., gari! ··i>riie'~J1o~~v~t;~1:aii~ 1400 . 1500 $4 .70 411 1,878 55% $470 190 1,962 58% $4.70 295 2,506 74% $4 .85 324 2,451 72 % $3 .20 425 3,026 89% 1500 . 1600 $5 .05 61 2 2,572 76% $3 .80 407 2,601 77 % $4.05 444 2,802 82% $4.75 490 3,192 94% $10 .15 600 2,925 86% 1600 . 1700 $4 .85 489 2,363 70% $6 .15 327 1,838 54% $7.40 418 2,738 81% $9 .80 480 3,166 93'/o $9 .95 473 2,917 86% 1700. 1800 $4 .85 447 2,203 65% $5 .55 444 2,597 76% $6.90 456 2,700 79% $9.05 458 2,763 81% $6 .40 402 2,347 69% 1800. 1900 $5 .05 489 1,688 50% $3.60 554 3,097 91'/o $3.60 517 2,685 79% $4 .40 456 2,447 72% $5 .95 360 1,687 50% 1900. 2000 $3 .55 433 1,288 38% $3 .55 478 2,244 66% $3.55 549 2,628 77% $5 .15 368 1,684 50% $5 .60 329 1, 133 33% Monday 02/22116 Tuesday 02/23/16 Wednesday 02/24/16 Thursday 02/25/16 Friday 02/26/16 PM lime Prlce~HOy-r~§';;.V~l .';!!,1t;~~-~ 'J'cii~e·~lloyJll!N.!>L·'i!iiCap . P,[lce i.$'HOV -~,,Y:qt:~Ca~'.; i'l'rice1f~HOJ!l~VC!1 :;:f!;c•1>~· 1J'fice ;~ll.QYJt~vor,;~"c~:j 1400. 1500 $4 .70 308 2,072 61% $4 .70 291 2,232 66% $4.70 347 2,462 72% $4.85 361 2,577 76% $3 .20 409 3,100 91'/o 1500 . 1600 $5 .05 506 3,040 89% $3 .80 501 3,118 92'/o $4 .05 494 3,096 91% $4 .75 508 3,084 91'/, $10 .15 592 3,223 95% 1600 . 1700 $4 .85 422 2,926 86% $6 .15 472 3,006 88% $7.40 438 2,960 87% $9 .80 517 2,998 88% $9 .95 559 3,210 94'/o 1700 · 1800 $4 .85 383 2,428 71% $5 .55 481 2,997 88% $6.90 469 2,952 87% $9 .05 452 2,903 85% $6 .40 514 3,093 91% 1800 . 1900 $5 .05 538 2,786 82% $3 .60 494 2,485 73% $3.60 536 2,888 85% $4.40 551 3,091 91% $5.95 534 2,564 75% 1900. 2000 $3 .55 373 1,848 54% $3 .55 440 2,130 63% $3.55 494 2,194 65% $5 .15 413 1,860 55% $5 .60 483 1,960 58% PM lime 1400 . 1500 1500. 1600 1600. 1700 $4.85 493 1700. 1800 $4 .85 454 1800 . 1900 $5 .05 548 1900. 2000 $355 378 5 • • • • WESTBOUND PEAK-HOUR VOLUMES Monday 02101116 Tuesday 02102116 Wednesday 02103 /16 Thursday 02104/16 Fr iday 02105/16 AM Time ,Pr i ce ~ ,HOY ;~VoL"~· Cap . P(.ice , !'f OV,'ft Vo i , ;.. Cap . Pri ce ~:HOY · Vol:!.~, Cap : 0400 -0500 $2 .80 390 1, 130 33% $2 .80 41 7 1, 130 33% $2.80 346 1,015 30% $2 .80 377 1,088 32 % $2 .80 404 1, 102 32% 0500 -0600 $4 .50 494 1,707 50 % $4 .50 627 1,963 58 % $4 .50 604 1,930 57% $4 .50 596 1,863 55% $4 .25 558 1,815 53% 060 0 -0700 $4 .70 506 1,927 57% $4 . 70 502 1,842 54% $4 .70 522 1,964 58% $4 .70 532 1,93 7 57% $4 .50 486 1, 793 53% 0700 -0800 $5 .20 293 1,595 47% $5 .20 313 1,609 47% $5 .20 38 1 1,727 51% $5 .20 335 1,626 48 % $5 .05 266 1,350 40% 0800 -0900 $4.70 188 1,622 48% $4.70 180 1,539 45% $4.70 197 1,539 45% $4 .70 180 1,424 42 % $4 .50 175 1,249 37% 0900 -1000 $3.70 183 1,387 41% $3.70 145 1,390 41% $3 .70 168 1,532 45% $3 .70 174 1,332 39% $3.70 172 1,271 37% Monday 02108/16 AM TI me Prlc.e :" ljOV ""~Vor ;"-!f·.c a'p . Price 0400-0500 $2 .80 375 1,126 33% $2 .80 0500 -0600 $4 .50 0600 -0700 $4 . 70 0700 -0800 $5 .20 0800 -0900 $4 . 70 0900 -1000 $3 .70 56 4 1,888 56% $4.50 442 1,790 53% $4 .70 307 1,573 46% $5 .20 234 1,466 43% $4 .70 298 1,497 44% $3 . 70 02109/16 Wednesday 02110/16 Thursday 02111/16 Friday 02112116 401 1, 152 34% $2.80 420 1, 161 34% $2 .80 397 1,062 31% $2 .80 380 1,035 30% 617 1,852 54% $4.50 598 1,830 54% $4.50 620 1,9 57 58% $4.25 497 1,723 51 % 548 1, 97 4 58% $4.70 479 1,855 55% $4.70 516 2,050 60% $4.50 446 1,680 49% 337 1,734 51% $5 .20 319 1,794 53% $5 .20 351 1,657 49 % $5 .05 268 1,316 39 % 196 1,795 53% $4 .70 205 1,734 51% $4.70 193 1,684 50% $4 .50 233 1,400 41 % 194 1,684 50% $3 .70 206 1,756 52% $3 .70 226 1,598 47 % $3 .70 258 1,361 40 % Monday 02115/16 Tuesday 02116/16 Wednesday 02117/16 Thursday 02118116 Friday 02119/16 AM Time 0400 -0500 0500 -0600 Price .;_Hov,.,~_vo1 . '·_cap . $2 .80 292 926 27% $4 .50 375 1,424 42% 32% 23% $2 .80 373 1,137 $4 .50 588 1,911 $4 . 70 521 2,065 $5 .20 0600 -0700 $4 . 70 0700 -0800 $5.20 0800 -0900 $4. 70 216 173 244 1,07 1 780 988 29% $4 .70 330 198 1,618 1,601 0900-1000 $3.70 347 1,226 36% $3 .70 202 1,645 Cap .-'Price HOV · ,'Vol . -. Cap.' 'Price--_HOV 33% $2.80 393 1, 189 35% $2 .80 394 56% $4 .50 601 1,897 56% $4 .50 570 61% $4.70 504 1,962 58% $4 .70 513 48% $5.20 365 1,727 51% $5 .20 289 47% $4.70 189 1,649 49% $4.70 217 48% $3 .70 195 1,633 48% $3 .70 171 Monday 02122116 Tuesday 02123/16 Wednesday 02124116 Thursday 0400 -0500 $2 .80 327 985 29% $2 .80 309 85 1 25% $2.80 425 558 1,790 53% $4 .50 609 2,09 1 62% $4.50 619 1,943 57% $4.50 ,vo e . 1, 162 1,921 1,918 1,527 1,642 1,478 02125/16 Cap , Pri ce HOV 34% $2 .80 374 57 % $4 .25 547 56% $4 .50 462 45% $5 .05 262 48% $4.50 161 43% $3 . 70 162 Cap: 38% 419 V~I. ' Cap : 1, 105 33% 1,818 53% 1,635 48% 1, 184 35% 1,08 4 32% 1,081 32% 33% 1,731 51% $4.25 546 1,817 53% 0500 -0600 $4.50 0600 -0700 $4 . 70 0700 -0800 $5 .20 080 0 -0900 $4 . 70 0900 -1000 $3 . 70 439 1,671 49% $4 . 70 525 2,056 60% $4 . 70 503 1,901 56% $4 .70 52 7 2,032 60% $4.50 463 1,75 4 52% 262 1,407 41% $5 .20 268 1, 107 33% $5 .20 313 1,558 46% $5.20 351 1,691 50% $5 .05 271 1,521 45% 167 1,374 40% $4 .70 173 1,206 35 % $4 .70 189 1,577 46% $4.70 202 1,702 50% $4 . 50 210 1,287 38 % 184 1,318 39% $3.70 213 1,909 56% $3 .70 182 1,544 45% $3 .70 212 1,768 52% $3 .70 163 1,228 36 % AM Time Price '.; 0400 -0500 $2 . 80 0500 -0600 $4 .50 606 1,983 0600 -0700 $4.70 499 1,98 1 0700 -0800 $5 . 20 35 5 1, 723 0800-0900 $4.70 188 1,407 0900 -1000 $3 .70 178 1,652 6 Perfonnance Measures CUSTOM ER SERVICE ---· Call Wait Tirre Custorrer Satisfaction Convert Violators to Custorrers Convert Violators to Custorrers VIOLATION PROCESSING Monthly Monthly Quarterly Arrually Response Tirre Monthly CUSA Violation Collection Rate Quarterly --·--···---·---.--·---------·-··. -----------~.---. ----... -----....................... ____ _ CUSA Violation Collection Rate Arrually TRAFFIC OPERATIONS ln!ti~I ~ Sec.ondary Re_v!~w s . Monthly Not to ex ceed 120 seconds 1:26 No more than 4 .0% 3.9% -·--·-·· -·--........ --------· ......... ~----------" -· ·---····-----... ----·---~ -----·---·-· ...... ., At le ast 75 outbound calls 75 8% or mo re 10% or more Wit hin 2 business ~ays of receipt 70 % or more 74 % or more _Eq u ~I to or .l~ss tha_~ 1.5 .d~~s 4.2 * ~.~t~-~~!~~-d -~_r_o~~-··-· __ .... ··-. ····--~~;i!~~Y. .... ·~-~~I t?.?~.1~~~-t~?.~.9:~".'~... . ...... ~.:.0?_0(~ GAS Response Tirre __ M_ont_hl_Y ___ 0_:_2_0_(_m_·n_u_te_s_)_p_e_r_c_a_ll _____ __, ___ o_:_07 __ -1 ACCOUNTING Exceptions Monthly No mor e than 3 GUSA= Cofiroute USA ; GAS= Customer Assistance Special ists •P late M is read Error performance is current after a 60-day hold-ba ck perio d; th erefore , percentage reported here is for 2 months prior to the mo nth of this report . Incoming Call Activity ..... ._.'.~.·~1 .: 65 .5 % 21,017 65 .6% 22 ,181 --~~~·~-~~-_:i~~--~--~·-·_·_·_ ~--·---~---._._--~-~---.... __ ..... ~:?.s!~ .. ·----~ .. ~~-_ .-. .. ~_._._X~?-~~-.·-~~----~i~:!.~---· .-.-.-.~-j~~--~~---- Representatives Answered *Abandoned Calls= or >20 seconds : 1,15 1 1,080 3.4% 1,000 .. -----. --------. -----....... -------. ·--. ----. -·. -· -----·--·-- 3.9 % 7.0% **Abandoned Calls -all others : 2,065 2 ,040 2,091 ~~~-~~~~~-t-~~~~-'-~-~~+-~_...;,~~ -------------------:--.. ---·-···-----·--·····-·-··--- 6.4% Total lncomng Calls:~ 29 ,623 32,041 33.435 ~~~~~~~~~_._~~~-~~~~~..__~~~---' *This data is used in the Abandoned Calls performance meas ure . -This data repr~ents ~I IVR '":and<:~.~ _oo_~o.ns.~utsi~~-t'."'_e~or~e ~1re u r :st:iotd . Transponder Distribution Status Issued To New Accounts 899 39.5% 712 35.4% 848 . 36 .2% Replacerrent Transponders Returned ... Total Issued 83 2 2,274 Account Closures 364 ... -···········-· ·····-......................... , .......... . Accounts Downsizing 98 ------·--------------------· --.. ----·------···--------·--······------~----- Defective Transponders 762 . ... Total Returned 1,224 L---~--~-~-~~~~-~ 23 .. 9~io. · .. · · .. ·502 · · .... · · 24 .. 9o/; · · · · · · .. ·5a9· · · ·:· · 2·5. 1 % · · · ·---------------·--·-----·---·· -...--... ---··---·~---·-............. --------...... -· !----..... ---·-··-------·-- 36.6% 800 39 .7% 908 38 .7% 29.7% 454 34 .7% 429 30 .0% 8.0% 108 8 .3% 125 8.7% --·-------·--. --------·--------·· ---------·---· --·-·· ....................... .,._ ---··--·-------.. 62.3% 747 57.1% 878 61.3% ·1--:ios-··~~v,;> , • I r;;r·.:_; , f". A l 7 • • • • At the end of February 2016, the 91 Express Lanes had 118,546 active customer accounts, with 180,317 transponders assigned to those accounts . 122,000 120,000 118,000 116,000 114,000 112,000 110,000 108,000 11 9,992 Number of Accounts by Fiscal Year As of February 29, 2016 b ro ::\ !b Pl Cl ...,. '\. t>(j ~(j roCl ::\';) ftf(j ?),..., r::J"" -..:"" C)\:l C)(j c:P C)C) cP C)(j Cl ... <;:)...,. "]; "]; "]; "]; "]; "]; "]; "]; Fiscal Year Operational Highlights On-road Operations '? !>< <-, (c) .-..:"" '?,..., i>"" <?,..., <;:)...,. \)...,. \) ... \)...,. "]; "]; "]; "]; Customer Assistance Specialists (CAS) responded to 115 calls during February. The CAS team received 70 calls to assist disabled vehicles , 8 calls to remove debris and conducted 21 assists or traffic breaks . There were 12 accidents in the Express Lanes and 4 accidents in the general- purpose lanes the CAS provided assistance to . 8 Financial Highlights YTD as o f : 2/29/2016 YTD Variance Description Actual < 1> Budaet < 1 > Dollar$ Percent(%) ''. fi,P:f_:;}'~:~"'":''-c"'2 . '" ·.~. <L ' ;,.-~ ~"~~ .. ~-.. : .. . ,. " ., .. -. ' .. ~ )' ·:-...· , ,, .... Jf ~., . " Operating revenues: Toll re-.enue $ 25,530 ,2 19.58 $ 23,466,576.00 $ 2 ,063 ,643.58 8 .8 Fee re-.enue 7,091 ,204.85 4 ,712 ,634 .00 2 ,378 ,570.85 50.5 Total ooeratinci revenues 32,621 ,424 .43 28 , 179,210.00 4 ,442 ,214.43 15 .8 ,. . ' ~ ... ~.:_"'!"'-,, ·f . ·; .... ;'.) ., ' < ~ • < ' Operating expenses: Contracted services 5,560, 120.92 5,637 , 760 .00 77,639.08 1.4 Administrative fee 1,737 ,588.32 1,703,936 .00 (33,652.32) (2 .0) Other professional services 445,315.95 1,574,210 .00 1, 128 ,894 .05 71 .7 Credit card processing fees 543 ,703 .61 540,281 .00 (3 ,422.61) (0 .6) Toll road account servicing 733 ,435 .34 350,000.00 (383,435.34) (109.6) Other insurance expense 227 ,004.30 499,800.00 272,795.70 54.6 Toll road maintenance supply repairs 109,546 .54 4,011,616.00 3, 902 , 069.46 97 .3 Patrol services 330 ,835 .73 369,856.00 39 ,020.27 10.6 Building equipment repairs and maint 296,351 .97 454,086.00 157 ,734.03 34 .7 Other services 4 ,596 .00 12,900 .00 8 ,304 .00 64.4 Utilities 12,792 .16 26 ,656.00 13,863.84 52 .0 Office expense 30 ,4 18.18 69,906.00 39,487.82 56.5 Bad debt expense (4,667.72) -4 ,667 .72 NIA Miscellaneous <2l 37 , 102 .46 77 ,996 .00 40,893 .54 52.4 Leases 213 , 182 .38 329,872.00 116 ,689.62 35.4 Total operating expenses 10 ,277,326 .14 15,658,875.00 5,381,548 .86 34.4 Depreciation and amortization < 3l 2, 112 ,600 .30 -(2 , 112,600.30\ NIA Ooeratina income (loss) 20,231 ,497 .99 12 ,520,335 .00 7 ,711 ,162.99 61 .6 ~~ •' ';:!·~Ji ,, ·~~~. :f~~ t..~:·~~-· ... 1.~-~··~~ "· t~ '1'" • ":. :rt~~~ -,.~ ·$;, .... ~ ; -..-.;. .• • ..~ - . ~ ,/Y. .;::. ·.·";Va. ~·Iii.,.,-. .,,,;,·. Nonoperating revenues (expenses): Reimbursement from Other Agencies -883,748.00 (883 ,748.00) Interest income 565 ,543.33 740,341 .00 (174 ,797 .67) Ir Interest expense (3,788,608 .11) (3, 829, 368. 00) 40,759.89 Other 492,584 .66 -492 ,584 .66 Total nonoaeratinci revenues lexoenses) (2,730 ,480.121 12 ,205,279.00\ 1525 ,201 .12) Transfers in --- Transfers out --- Net income Closs) $ 17 501 017.87 $ 10 315 056 .00 $ 7.185.961.87 'Actual amounts are accounted for on the accrual basi s of ac counti ng in an enterprise fund . Budget amounts are accounted for on a modified accrual basis of accounting . 'Miscellaneous expenses include : Bond Insurance Co st s , Bank S er\ice Charge, Transponder Materials. 'Depreciation and amortization are not budgeted items . Capital Asset Activity (100 .0) (23.6) 1.1 NIA (23.8) NIA NIA 69.7 During the eight months ending February 3 1 , 20 16 , c apital asset activities included $293,205 for the purchase of transponders. 9 • • • • ATTACHMENT 8 m OCTA Orange County Transportation Authority ess Li:i1BiteS Status R.eport March 2016 As of March 31, 2016 • • • • • Operations Overview Traffic and Revenue Statistics Total traffic volume on the 91 Express Lanes for March 2016 was 1,209,371 . This represents a daily average of 39,012 . This is a 2.9% increase in total traffic volume from the same period last year when traffic levels totaled 1,174 ,757. Potential toll revenue for the month was $3,769,387 which represents an increase of 7% from the prior year's total of $3 ,523, 794 . Carpool percentage for the month was 21.87% as compared to the previous year's rate of 21 .97%. 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 2016. Current Month-to-Date (MTD) as of March 31, 2016 . Stantec Mar-15 ' --MTD .. , # · · . ·• % "Pr.ojecteci ;, ~.varia~c~~ ;~~rianc~ . ·. M1Q ''· 935 ,339 9 ,581 1.0% 279,462 (15 ,011) (54%) 3+ Lanes Total Gross Revenue $3.91 $3 .94 ($0 .03) (0 .8%) $3.77 3 .7% Average 3+ Lanes $0.29 $0 .29 $0 .00 0.0% $0.26 11.5 % Average Gross Revenue $3.12 $3 .10 $0 .02 0.6% $3.00 4.0% 2 The 2016 fiscal year-to-date (YTD) traffi c vo lume is 6.5% higher than the same period last year . The 2016 fiscal year-to-date revenue is 7.7 % hi g her t han for the same period last year. Year-to- date average revenue per-trip is $3 .04 . Fiscal year-to-date traffic and revenue dat a are sum 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 15 th ro ug h March 2016. FY 2015-16 to Date as of March 3 1, 201 6 Full Toll Lanes 3+ Lanes Tota l Gross Trips Full Toll Lanes 3+ Lanes Total Gross Revenue Average Full Toll Lanes $3 .88 $3 .96 ($0.08 ) (2.0%) $3 .83 1.3 % Average 3+ Lanes $0 .26 $0 .29 ($0.03 ) (10 .3%) $0.26 0 .0% Average Gross Revenue $3 .04 $3 .08 ($0 .04 ) (1 .3%) $3 .01 1.0% 3 • • • • • Traffic and Revenue Summary The chart below reflects the total trips breakdown between Full Toll trips and HOV3+ trips for FY 2015-16 on a monthly bas is. FY 2015-16 Traffic Volume Overview 1,225,000 1,050 ,000 .. 87 5,000 E :I Ci > 700 ,000 525 ,000 350 ,000 Jul-15 Au g-15 Se p-1 5 Oct-15 Nov-15 De c-15 Jan-16 Fe b-16 Mar-16 Apr-16 Ma y-16 Ju n-16 Month •FullToNLlnts •3•L•ne• I The chart below reflects the gross potential revenue breakdown between Full Toll trips and HOV3+ trips for FY 2015-16 on a monthly basis . FY 2015-16 Revenue Summary $3 ,700 ,000 $3,500 ,000 $3,300,000 $3 ,100 ,000 $2 ,900 ,000 $2 ,700 ,000 $2 ,500 ,000 Jul-15 Aug-15 Sep-15 Oct-15 Nov-15 Dec-15 Jan-16 Feb-16 Mar-16 Apr-16 May-16 Jun-16 Month 9Ful Tollane1 4 Peak traffic hour in the eastbound dire ctio n re ach ed or exceeded 90% or more of defined capacity thirty times during the month of Marc h 201 6. As demonstrated on the next chart, westbound peak hour traffic volumes top out at 60 % of defined capacity. EASTBOUND PEAK-HOUR VOLUMES 03/01/16 Wed nes day 03/02116 Thursday 03/03/16 Friday 03/04/16 PM Time 1400 -1500 1500 -1600 1600 -1700 1700 -1800 1800 -1900 1900 -2000 68 % $4.70 308 2,382 70% $4 .85 363 2,594 76% $3 .20 395 3,084 91'Y. 475 89% $4.05 480 3,009 89% $4.75 490 3,071 90 % $10 .15 556 2,912 86% 489 3,031 89 % $7.40 400 2,913 86% $9.80 496 3,212 94~. $9.95 475 3,104 91 % 432 2,797 82 % $6 .90 451 548 2,915 86 % $3.60 520 488 2,293 67% $3.55 463 Monday 03/07/16 Tuesday 03/08/16 Wedne sday 1400 -1500 $4 .70 244 1,839 54% $4 .70 300 2,215 65 % $4.70 322 1500 -1600 $5 .05 490 2,715 80% $3.80 451 3,108 91'/t $4.05 4n 1600 -1700 $4 .85 389 2,697 79% $6.15 490 3,079 91 % $7.40 440 1700 -1800 $4 .85 369 2,552 75% $5 .55 415 2,899 85 % $6.90 419 3,164 93~. $9 .05 2,987 88% $4 .40 2,183 64% $5 .15 453 2,953 87% $6.40 524 2,942 87% $5 .95 428 1,917 56% $5 .60 510 3, 153 93% 499 2,432 72% 423 1,724 51 % 03/09/16 Thursday 03/10/16 Friday 03/11/16 2,431 72% $4 .85 341 2,690 79% $3 .20 372 2,810 83% 3, 104 91'Yt $4 .75 2,846 84% $9 .80 2,831 83% $9 .05 506 3,059 90 Y, $10 .15 464 2,508 74% 478 2,894 85% $9 .95 536 2,816 83% 439 2,850 84% $6.40 444 2, 794 82% 1800 -1900 $5 .05 1900 -2000 $3 .55 357 1,764 52% $3 .60 523 2,898 85 % $3.60 525 2,967 87% $4 .40 506 2,935 86% $5 .95 543 2, 772 82% 251 1,090 32% $3 .55 418 1,969 58 % $3.55 483 2,248 66% $5 .15 512 2,390 70% $5 .60 443 1,884 55% 03114/16 Tuesday PM Time 1400 -1500 55% 1500 -1600 $5 .05 460 2,997 88% $3 .80 500 1600 -1700 $4 . 85 429 3,067 90 Y, $6 .15 458 1700 -1800 $4 .85 416 3,019 89% $5 .55 427 1800 -1900 $5 .05 416 2,239 66% $3 .60 458 1900 -2000 $3 .55 310 1,318 39% $3 .55 472 Monday 03121116 PM Time ·Price ~HOV~Vol3li~~lp .• 1400 -1500 $4 .70 301 2,144 63% 03/15/16 62% 2,969 87% 2,987 88% 2,933 86% 2,868 84% 2,278 67% Wedne sd ay 0311 6/16 Thursday 03/17/16 Friday 03/18116 $4.70 293 2,375 70% $4 .85 387 2,662 78% $3 .20 428 3,078 91'/, $4.05 $7.40 $6.90 $3.60 $3.55 428 456 461 533 465 2,926 86% $4 . 75 2,887 85% $9 .80 2,942 87% $9 .05 3,029 89% $4 .40 2,401 71% $5 .15 483 2,929 86% $10.15 557 477 2,881 85% $9 .95 530 475 2,913 86% $6.40 459 500 2,909 86% $5 .95 524 541 2,518 74% $5 .60 421 3,087 91 % 3,129 92 % 2,963 87% 2,906 85% 1,975 58% 03122116 Wednesd ay 03/23116 Thursday 03/24/16 03125/16 Prli:e :· HOV Voi:'.':· }.Cap, 89% 1500 -1600 $5 .05 493 2,895 85% $3.80 478 3,107 91 '!. $4.05 484 3,048 90 Y, $4.75 494 3,107 91'Yo $10.15 615 3,097 91 % 1600 -1700 $4.85 490 3,277 96Y. $6 .1 5 506 3, 120 92 % $7 .40 480 3,068 90~. $9 .80 490 3,076 90Y, $9 .95 530 3, 179 94% 1700 -1800 $4 .85 443 3,201 94'!. $5 .55 473 3,054 90Y, $6 .90 456 1800 -1900 $5 .05 463 2,469 73% $3 .60 470 2,925 86% $3.60 522 1900 -2000 $3 .55 327 1,459 43% $3 .55 373 2,008 59% $3.55 439 Monday 03128/16 Tuesday 03/29116 Wedne sday PM Time erice °. !:f9V.;~Vol ;:~.C.ap_. • P.rice: /.•.fiO.V 'l"' yo1 .' -'6..Cap . Price \'I: HOV 1400 -1500 $4 .70 346 2,002 59% $4 . 70 375 2,288 67 % $4 . 70 386 1500 -1600 $5 .05 506 2,822 83% $3.80 527 3,078 91% $4.05 456 1600 -1700 $4 .85 403 3,039 89% $6 .15 520 3,064 90% $7.40 496 1700 -1800 $4 .85 442 2,922 86% $5 .55 456 3,031 89% $6 .90 5oti 1800 -1900 $5 .05 396 2,021 59% $3 .60 514 2,890 85% $3 .60 559 1900 -2000 $3 .55 318 1,204 35% $3 .55 422 1,789 53 % $3.55 413 3,144 92 Y, $9 .05 3, 156 93 % $4 .40 2,085 61% $5 .15 471 3,006 88% $6 .40 503 3,029 89% $5 .95 512 2,386 70% $5 .60 03130116 Thursday 03/31116 2.461 72% $4 .85 429 2,716 80% 3,047 90Yo $4 . 75 472 2,852 84% 2,982 88% $9 .80 488 2,541 75% 2,982 88% $9 .05 491 2,921 86% 2,821 83% $4 .40 577 2,964 87% 1,758 52% $5 .15 494 1,979 58% 417 2,455 72% 395 1, 800 53% 376 1.409 41% 5 • • • WESTBOUND PEAK-HOUR VOLUMES Tuesday 03/01 /16 Wednesday 03/02116 03/03/16 03/04/16 AM lime pf\c'e.'.f"~pV M Vol :'\'>:~ap ;" • Price >;c Hov.;.,, Vol:;-.-;; 'C ai>::' 0400 . 0500 $2.80 439 1,220 36% $2 .80 408 1,173 35% 33% 32% 0500. 0600 $4 .50 515 1,625 48% $4 .50 610 1,925 57% $4.50 590 1,793 53% $4 .25 582 1.769 52 % 0600 . 0700 $4 .70 536 2,027 60% $4 .70 477 1,839 54% $4 .70 501 1,917 56 % $4 .50 441 1,703 50 % 0700 . 0800 $5 .20 333 1,657 49% $5 .20 321 1,691 50% $5 .20 309 1,64 6 48% $5 .05 292 1,532 45 % 0800. 0900 $4 .70 197 1,684 50 % $4.70 190 1,510 44% $4 .70 205 1,627 48% $4 .50 166 1,330 39% 0900 -1000 $3 .70 181 1,656 49% $3 .70 205 1,710 50% $3.70 207 1,534 45% $3.70 166 1,248 37 % Mo nday 03107/16 Tuesday 03/08/16 Wednesday 03/09/16 Thu rsday 03/10/16 Fr iday 03/11/16 AM lime ~Price f:)'HOV ,:;i Vol :;';'!li Ca p:· 1 ;Pr ice ~~QV}t;'Vol:' •. Cap .' ~~r l ee ~~OV< ~Vo l.''!-t.'.C ai!~ •;Pr!ce i< ,HOVt-.~ol ."''' Cap ~ erlce",,-HQV _!';..Vol . ·~'Cap. 0400 . 0500 $2 .80 375 1, 161 34% $2 .80 422 1, 172 34% $2 .80 428 1,169 34% $2 .80 452 1,218 36% $2 .80 331 1,027 30 % 0500 . 0600 $4.50 595 2,020 59% $4.50 608 1,982 58% $4 .50 618 2,021 59% $4.50 610 1,911 56% $4 .25 563 1,836 54% 0600. 0700 $4.70 44 8 1,777 52% $4 .70 493 1,852 54% $4 .70 462 1,817 53% $4.70 521 1,996 59% $4.50 414 1,8 10 53% 0700. 0800 $5 .20 235 1,329 39% $5 .20 292 1,560 46% $5 .20 292 1,44 5 43% $5 .20 309 1,639 48% $5 .05 283 1,665 49% 0800 . 0900 $4.70 175 1,480 44 % $4 .70 189 1,652 49% $4 .70 204 1,552 46% $4 .70 169 1,520 45% $4 .50 175 1,314 39 % 0900. 1000 $3 .70 144 1, 106 33 % $3 .70 205 1,615 48% $3.7 0 186 1,595 47% $3 .70 185 1,529 45% $3 .70 195 1,436 42 % Monday 03/1 4/1 6 Tuesday 03/15/16 Wednesday 03/16/16 Thursday 03/17/16 Friday 03118/1 6 AM lime · Pji ce • ., HOV . Vol. ··cap . Pr1ce -'l'Hov'.l-.;vo1 :"'. ~ae-Pri ce i:HOV -,. Vol. -!t c ap, Pr i ce ·~ HOV " Vol. . Cap:' Pr ice: ";'HOV c"''//ol. !>"Cap; 040 0. 0500 $2 .80 372 1,189 35 % $2 .80 41 2 1,165 34 % $2 .80 411 1,136 33% $2 .80 401 1,117 33 % $2 .80 361 998 29% 0500. 0600 $4 .50 565 1,900 56% $4 .50 637 1,908 56 % $4 .50 620 1,929 57% $4 .50 601 1,900 56% $4 .25 570 1,799 53 % 0600. 0700 $4 .70 455 1,814 53% $4 .70 517 1,849 54% $4.70 516 1,884 55% $4 .70 487 1,824 54% $4 .50 451 1,667 49 % 0700. 0800 $5.20 317 1,666 49% $5 .20 327 1,599 47% $5 .20 334 1,644 48% $5 .20 342 1,683 50% $5 .05 334 1,583 47% 0800 . 090 0 $4.70 189 1,650 49% $4.70 169 1,655 49% $4.70 201 1,533 45 % $4.70 217 1,634 48% $4 .50 209 1,322 39% • 0900 . 1000 $3.70 196 1,436 42% $3 .70 154 1,560 46% $3.70 189 1,500 44% $3.70 218 1,598 47% $3 .70 193 1,282 38% Monday 03/21/16 Tuesday 03/22116 Wednesday 03/23/16 Thursday 03/24/16 Friday 03/25/16 AM lime -P!l i;,e ,~JlOV ~~ Vo.It~~-· Cap . P~ce ~HOV'~!'J(o,I, ~£} Cap: Pr l ~ l• Hov-,,;: vo1 ;.,;,t ~ap: ~ce ":t HQV .~· Vol ~.-C~p : Price ~HOV.•i,.Vol. '"'-~i CJIP .' 0400 . 0500 $2 .80 397 1, 147 34% $2 .80 374 1,117 33% $2 .80 423 1,162 34% $2 80 376 1,106 33% $2 .80 339 924 27 % 0500. 0600 $4.50 569 1,914 56% $4 .50 641 1,996 59% $4.50 583 1,884 55% $4.50 650 1,910 56% $4 .25 536 1.707 50% 0600 -0700 $4.70 502 1,823 54% $4 .70 543 1,92 4 57% $4.70 507 1,879 55% $4 .70 507 1,899 56% $4 .50 406 1,447 43% 0700 . 0800 $5.20 337 1,651 49% $5 .20 355 1,66 4 49% $5 .20 338 1,630 48% $5.20 336 1,628 48% $5 .05 209 1,009 30% 0800. 0900 $4.70 210 1,474 43% $4.70 194 1,536 45% $4.70 206 1,541 45% $4 .70 202 1,494 44 % $4 .50 180 1.111 33% 0900. 1000 $3 .70 202 1,397 41% $370 195 1,507 44% $3 .70 21 1 1,556 46% $3 .70 231 1,595 47% $3 .70 252 1,207 36% AM lime 0400. 0500 0500. 0600 554 54% $4 .50 1,872 55% $4.50 58% $4.50 608 0600. 0700 $4.70 462 1.759 52% $4.70 450 1,821 54% $4.70 451 1.7 65 52% $4.70 475 1.762 0700. 0800 $5.20 262 1,437 42% $5 .20 289 1,489 44% $5 .20 297 1,577 46% $5.20 255 1,291 0800. 0900 $4.70 217 1,598 47% $4.70 246 1,615 48% $4.70 199 1,44 8 43% $4.70 217 1,337 0900. 1000 $3 .70 22 1 1,463 43% $370 25 5 1,516 45% $3.70 283 1,491 44 % $370 205 1,41 4 • 6 Performance Measures CUSTOMER SERVICE Call Wait Tin-e Monthly ·-·-··. No t to exceed 120 seconds 1:43 No more than 4 .0% 3 .0% Aban_~~~-~-t~--_______ ·----------· .. _ -------~-"-~-~~ -----· -. ·---····--·-----··--· -----------------------····-------------·- Cus ton-er Satisfaction Convert Violators to Custon-ers Convert Violators to Custon-ers VIOLATION PROCESSING Monthly Quarter ly Arrwlly Response Tin-e Mo nthl y ~~~-V !<:>!ati<:>~-~~I~~!~~~-~~~-------·· __ a ~_t:i;1y CUSA Violation Collection Rate Arrwlly TRAFFIC OPERATIONS lni!ial_ ~ Secondary ~eview s * Rate Mis read Errors CAS Response Tin-e ACCOUNTING Exceptions INFORMATION TECHNOLOGY Bac~-office -~ys_te~_ l)ptin-e Netw erk Uptin-e Monthly .. ---------~~'.'!~~y Monthly Monthly Monthly Monthly GUSA= Cofiroute USA ; GAS= Customer Assistance Spec ia lists At leas t 75 outbound calls 75 8% or more 21% 10% or more With in 2 b_usiness days of receipt 70% or more 74 % or more Eq ual to_ ~r _l~s~. _t_ha~ 1 ~ _day_s _ .. . ·-~ual_ to_?~.l~s~-~~~~-~-~"(o ________ _ 0 :20 (mi nutes) per call No more than 3 99% A v ailability 99% A v ailability 3 .1 .... 0.02% ,,, ·------. ----. --- 0 : 10 0 100% 100% •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 Representatives Answered IVR Answered 23 ,569 8,50 2 ---;i\ti~~ci;~;;ci-caii~-~-;;-;20·5·e~Ci~cis .. T _______ 1:0-59 . . . . --. -. . -. -. . -. . . . . -. . --.. ---... ~. --.. **Abandoned Calls -all others : 2 ,219 Total Incoming Calls : i 35 ,349 *This data is used in the Abandoned Calls performance meas ure . 66 .7% 24 .1 % 3 .0% 6 .3% 19,411 .. 6,996 ... ____ 1_,_1~_1 _ .. '. 2 ,065 29,623 -This data repres_~s all IV_R 3tJirCons <rd abirdons_ ~~~'.d ~ tti<: perf ormi:rce rneas "e tl':est>:l ~d . Transponder Distribution Status Issued 65.5% 22,335 23.6% 8 ,201 3.9% 1 ,007 7 .0% 2 ,105 33,648 To New Accounts 997 39.0% 899 39.5% 865 36.5% Additional Tags to Existing Accounts 637 --· .. -.. ·-··-···----·--· .. ------·------·--····-·-·-·-·--------------··--· ..... ------ Replacen-ent Transponders ... Total Issued Returned Account aosures Accounts Downsizing ---....... ----............ -----------·----· --... -· ...... -------·--........ . Defective Transponders Total Returned 924 2,558 4 37 138 907 1,482 ············ .......... ·-·:··-····-· ..... ·-·············!···········--·· ?.~:~_a(~ ... -------~-~~ ... '.~--~~~~~---·------~~-5. .. L .. ~?.:.~~---- 36.1 % 832 36.6% 910 38.4% 2,274 7 • • • • / -. At the end of March 2016, the 91 Express Lanes had 119,000 active customer accounts, with 180,912 transponders assigned to those accounts . 122 ,000 119,992 120,000 118,000 116,000 114,000 112,000 110,000 108,000 b fo ~ Number of Accounts by Fiscal Year As of March 31, 2016 !b r;:,Oi r;:, ,..,. "' r,:\j fd<::) [Or;:, ~}:> !b' ?J"' <:$,..,. ">,..,. r;:,'5 r;:,'5 r;:,C:S r;:,I::> r;:,r::i r;:,"5 r;:,"> r;:,"" 'V 'V 'V 'V 'V 'V 'V 'V Fiscal Year Operational Highlights On-road Operations '? ~ <-, <o --.:""' "i"' !):,..,. <-? r;:,"" r;:,"" r;:,"Y r;:,"" 'V 'V 'V 'V Customer Assistance Specialists (CAS) responded to 142 calls during March. The CAS team received 81 calls to assist disabled vehicles, 8 calls to remove debris and conducted 43 assists or traffic breaks. There were 5 accidents in the Express Lanes and 5 accidents in the general- purpose lanes the CAS provided assistance to . 8 .. Financial Highlights YTD as of : 3/31/2016 YTD Variance Description Actual <1> Budaet <1> Dollar$ Percent(%) ~ -.. , ·,,, . _,_, ~· . ..,. ·' ,, ~ .• " . ' __ .. -<l".} ... • • , .•. .... ;:,:·~~!'' ~ ~· ): ~ ~f ;;·~ :·. ;..., . . ·. ·,. , . ' ~ r. .... " ·•" ' Operating revenues: Toll rewnue $ 28,999,076.10 $ 26 ,361,789.00 $ 2 ,637 ,287 .10 Fee re"1:!nue 8,218,782 .31 5,489,516.00 2 ,729 ,266.31 Total ooeratina revenues 37 ,217 ,858.41 31 ,851 ,305.00 5 ,366 ,553.41 "': .. Operating expenses: Contracted services 6,243 ,378.46 6,417,980.00 174 ,601 .54 Administrati'-13 fee 1,839 ,7 86.86 1,906,098.00 66 ,311 .14 Other professional services 690,598.13 1, 779, 792. 00 1,089 , 193.87 Credit card processing fees 616,361 .51 606 ,088.00 (10,273.51) Toll road account servicing 890,027.65 501 ,550.00 (388 ,477.65) Other insurance expense 254,1 17.30 562 ,275.00 308 ,157 .70 Toll road maintenance supply repairs 127 ,827.85 7,903,693 .00 7 ,775 ,865 .15 Patrol services 423,687.78 416,088 .00 (7 ,599 .78) ... Building equipment repairs and maint 328,2 11 .49 505 ,897.00 177 ,685.51 Other services 5,269.00 17 ,325.00 12 ,056 .00 Utilities 14 ,223.86 29,988.00 15 ,764 .14 Office expense 31 ,344.51 95,613 .00 64 ,268.49 Bad debt expense (4,703.77) -4 ,703 .77 Miscellaneous (2> 54,217.13 85,343 .00 31 , 125.87 Leases 242,484.46 371 , 106.00 128,621 .54 Total operating expenses 11,756,832.22 21,198 ,836.00 9 ,442,003.78 Depreciation and amortization (3 > 2,369,068.08 -(2,369 ,068.08) Operatini:i income (loss\ 23,'091 ,958.11 10,652,469.00 12,439,489.11 ·~, :.: '.[:' ~" _,, · .. ·--_:;t'.~ ·..,~-s{~l. "' ~''.t . ·,-,,,,: r~·.c<?;: ·!~ , ... ;. ... -. , . .~ . , ~ . ~· Nonoperating revenues (expenses): Reimbursement from Other Agencies 69,630.00 904,374.00 (834 ,744 .00) Interest income 612,590.29 ... 789,028.00 (176 ,437 .71) Interest expense (4,259,012.25) (4,308,039.00) 49 ,026 .75 Other 492 ,584.66 -492 584 .66 Total nonormratina revenues lexrmnsesl 13,084,207 .30) 12,614,637 .00' 1469 ,570 .30\ Transfers in --- Transfers out -(1 200,000.00\ 1,200 000 .00 Net income (loss) $ 20.007 750.81 $ 6 837 832.00 $13.169 918.81 'Actual amounts are accounted for on the accrual bas is of accou nt ing in an enterprise fund . Budget amounts are accounted for on a modified accrual basis of accounti ng. 2 Miscellaneous expenses include: Bond Insurance Costs, Bank Ser'lice Charge , Transponder Materials . 'Depreciation and amortization are not budgeted items . Capital Asset Activity 10.0 49.7 16.8 .,. 2.7 3.5 61 .2 (1 .7) (77.5) 54 .8 98.4 (1 .8) 35 .1 69.6 52 .6 67 .2 NIA 36 .5 34 .7 44.5 NIA 116.8 ,~1tf,' 't'; (92 .3) (22.4) 1.1 NIA (18.0; NIA 100.0 192.6 During the nine months ending March 3 1, 201 6 , capital asset activities included $100,000 for leasehold improvements and $293,205 fo r the purc hase of transponders. 9 • • • • ATTACHMENT C m OCTA Orange County Transportation Authority a'~M1ii>illll Status Report April 2016 As of April 30, 2016 • • • • Operations Overview Traffic and Revenue Statistics Total traffic volume on the 91 Express Lanes for April 2016 was 1,156 ,174. Th is represents a da il y average of 38 ,539. This is a 1.5% decrease in total traffic volume from the same period last year when traffic levels totaled 1,173 ,914 . The decrease can be attributable to the staggering of the spring break holiday for the d ifferent school districts . Potential toll revenue for the month was $3 ,557 ,126 which represents an increase of 0.2% from the prior year's total of $3 ,551 ,743. Carpool percentage for the month was 22 .02% as compared to the previous year's rate of 22 .27%. Month-to-date t raffic and revenue data are summarized in the table be low. The following trip and revenue statistics tables represent all trips taken on the 91 Express Lanes and associated potent ial revenue for the month of April 2016 . Current Month-to-Date (MTD) as of April 30, 2016 Average Full Toll Lanes $3 .87 $3 .9 3 (1.5%) $3 .81 1.6 % Average 3+ Lanes $0 .27 $0 .29 ($0.02) (6.9%) $0.27 0 .0% Average Gross Revenue $3.08 $3 .10 ($0.02) (0 .6 %) $3 .03 1.7% 2 The 2016 fiscal year-to-date (YTD) traffic volum e is 5.6% higher than the same period last year. The 2016 fiscal year-to-date revenue is 6 .9% hi g he r t han for the same period last year. Year-to- date average revenue per-trip is $3 .05 . 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 a ll t ri ps take n on the 91 Express Lanes and associated potential revenue for the months of July 20 15 thro ug h April 2016. FY 2015-16 to Date as of April 30, 2 016 Full Toll Lanes 8 ,779 ,739 3+ Lanes 2 ,616 ,656 2,732 ,259 Total Gross Tr ips Reve·n·ue· ~' .~'"'· Full Toll Lanes $34 ,027 ,450 $34 ,350 ,037 ($322 ,587) (0 .9 %) $31 ,839,498 6 .9% 3+ Lanes $691 ,941 $801 , 121 ($109 ,180) (13 .6%) $653 ,272 5 .9% Total Gross Revenue $34 , 719 ,391 $35,151 ,1 58 ($431 ,768) $32,492 , 770 6.9% Average Reven.ue per ,Trip . Average Full Toll Lanes $3 .88 $3 .95 ($0 .07) (1 .8 %) $3.83 1.3% Average 3+ Lanes $0.26 $0 .29 ($0 .03) (10 .3%) $0 .26 0 .0% Average Gross Revenue $3 .05 $3 .08 ($0 .03) (1 .0%) $3 .01 1.3% 3 • • • • Traffic and Revenue Summary The chart below reflects the total trips breakdown between Full Toll trips and HOV3+ trips for FY 2015-16 on a monthly basis . FY 2015-16 Traffic Volume Overview QI 875,000 E ::l Ci > 700 ,000 525 ,000 Jul-15 A ug-15 Sep-15 Oct-15 Nov-15 Dec-15 Jan -16 Feb-16 Ma r-16 Apr-16 May-16 Jun -16 Month I •Fu llT0Ul1nH •3+ Linn I The chart below reflects the gross potential revenue breakdown between Full Toll trips and HOV3+ trips for FY 2015-16 on a monthly basis . FY 2015-16 Revenue Summary $3 ,900,000 $3 ,700,000 $3 ,500 ,000 $3 ,300,000 $3,100,000 $2 ,700,000 $2 ,500 ,000 Jul -15 Aug-15 Sep-15 Oct-15 Nov-15 Dec-15 Jan-16 Feb-16 Mar-16 Apr-16 May-16 Jun-16 Month 9Full ToML1ne1 4 Peak traffic hour in the eastbound di rectio n reach ed o r exceeded 90% or more of defined capac ity twen t y-seven times during the mo nt h of April 2016. As demonstrated on the next chart , westbound peak hour traffic volumes top out at 60% of defined capacity. EASTBOUND PEAK-HOUR VOLUMES PM Ti me 1400 -1500 1500 -1600 1600 -1700 1700 -1800 1800 -1900 1900 -2000 Monday 04/04/16 Tuesday 04/05/16 PM TI me Price . ;~HOV '·Vol ., Cap . !;'rice '.-' HOV . ~ .. Vol ~'\):-~;ip . 1400 . 1500 $4 .70 318 2, 138 63% $4.70 319 2,281 67 % 71 % 88 % 76% Wedn es day Pr!ce .. HOV $4 .70 334 $4.05 488 $7.40 $6.90 1500 . 1600 $5 .05 1600 -1700 $4.85 1700 -1800 $4 .85 1800 -1900 $5 .05 1900 -2000 $3 .55 500 457 409 481 338 2,954 3,014 2,961 2,501 1,473 87% 89% 87% 74% 43% $3.80 $6 .15 $5 .55 $3 .60 $3 .55 397 497 374 594 401 2,421 3,002 2,586 3,219 1,915 95% $3.60 448 421 51 7 453 56% $3 .55 04/06/1 6 Thursday 04107/16 Vol. •• Cap, Price• HOV_~· 'Vol ! 2,523 74% $4 .85 346 2,61 4 3,034 89% $4.75 468 2,894 2,940 86% $9 .80 461 2,903 3,146 93 % $9 .05 436 3,024 3,030 89% $4.40 448 2,72 4 2,103 62% $5 .15 306 1,624 \:ap .' 90'!. 84% 93% 85% 67% 50% Fr iday 04/08/16 77% $3 .20 338 2,686 79% 85% $10 .15 473 2,656 78% 85% $9 . 95 434 2,695 79% 89% $6.40 420 2,846 84% 80% $5 .95 48% $5.60 424 2,425 71% 318 1,397 41% Monday 04/11/16 04/12/16 Wedn esd ay 04/13/16 Thursday 04/14/16 Friday 04/15/16 1400-1500 $4.70 280 2,018 59% 64% $4.70 309 2,4 59 72% $4 .85 359 2,654 78% $3 .20 380 3,021 89% 443 2, 973 87% 427 3, 070 90 % 401 2, 798 82% 387 2, 254 66% 90% $4.05 87 % $7.40 92% $6.90 87% $3.60 485 476 444 531 3,078 91 '/o $4 .75 3,009 89% $9 .80 3, 025 89% $9. 05 3, 114 92 % $4 .40 486 3,108 91 '!. $10 .15 541 377 2, 737 81 % $9. 95 511 460 2,968 87% $6.40 436 520 3,019 89% $5.95 439 2,917 86% 2,924 86% 2,856 84% 2,513 74% 1500 -1600 $5.05 1600 -1700 $4 .85 1700 -1800 $4 .85 1800 -1900 $5 .05 1900 -2000 $3 .55 272 1,354 40% $3 .80 $6 .15 $5.55 $3 .60 $3 .55 476 436 450 477 396 3,062 2,970 3,111 2,971 2,119 62% $3.55 357 1,740 51% $5 .15 468 2,315 68% $5 .60 425 1,724 51% Monday 04/18/16 PM Time ,price 1400 -1500 $4.70 1500 -1600 $5.05 1600 -1700 $4 .85 1700 -1800 $4.85 1800 -1900 $5 .05 1900 -2000 $3 .55 268 1,990 59% 510 3,054 90% 458 3, 108 91 '/, 423 2,972 87% 455 2,279 67% 319 1,433 42% Monday 04/25/16 $6 .15 $5 .55 $3 .60 $3 .55 529 490 457 361 166 3,324 3,03 3 3,197 2,139 938 Tuesday 04/26/16 66% $4.70 98'/, $4.05 89% $7.40 94'!. $6.90 63% $3 .60 28% $3.55 315 456 481 451 52 6 355 Wedn esday 1400-1500 $4 .70 242 1,726 51% $4 .70 306 2,290 67% $4 .70 319 1500 -1600 $5 .05 525 3,037 89% $3 .80 489 3,328 98 '/, $4 .05 483 1600 -1700 $4 .85 473 3, 142 92 % $6 .15 436 2,935 86% $7.40 47 9 1700 -1800 $4.85 435 3,283 97 % $5 .55 424 2,882 85% $6.90 404 1800 -1900 $5 .05 457 2,360 69% $3 .60 456 2,820 83% $3.60 476 1900 -2000 $3 .55 298 1,473 43% $3 .55 348 1,670 49% $3.55 351 70% 2,750 81 % $4.75 2,875 85% $9 .80 3,120 .92% $9.05 3,091 91 % $4 .40 1,775 52% $5 .15 04/27/16 3,320 3,108 3,029 2,571 1,706 70% 98'!. 91 % 89% 76% 50% $4 .75 $9 .80 $9 .05 $4 .40 $5.15 451 49 4 465 47 1 463 461 464 489 386 2,803 2,887 2,889 2,81 2 2,434 04/28/16 2,939 3,045 3,004 1,980 79% 82% $10.15 535 85% $9.95 487 85 % $6.40 448 83% $5. 95 422 72 % $5 .60 418 2,915 3,054 3,007 2,254 1,758 Friday 04/29/16 90% 86% 90 % 88 % 66% 52% f.rice •• ~~_HQV $\Vpl ,i~' ·c.ap . 81% $3.20 400 3,065 90 % 88% $10 .15 535 2,872 84% 86% $9.95 519 3, 148 93 % 90 % $6 .40 474 3,065 90% 88% $5.95 41 7 2,446 72% 58% $5.60 395 1,667 49% 5 • • WESTBOUND PEAK-HOUR VOLUMES Friday 04101 /1 6 AM Time t;ap : 0400 -0500 29% 0500 -0600 $4 .25 544 1,791 53% 0600 -0700 $4 .50 441 1,667 49% 0700 -0800 $5 .05 231 1,211 36% 0800 -0900 $4 .50 227 1, 106 33% 0900 -1000 $3 .70 299 1,296 38% Monday 04/04/16 Tuesday 04105/16 Wednesday 04/06116 Thu rs day 04107/16 Fr iday 04/08/16 AM Time Price ;'> H0(·1>vo1 .-t·. Cap !. "Priye -. ~QV,i ;-.., Vgl. · ~· Cap . :Pri ce {' HQY<r \V~I. ~Cap :; Price • ~.HQi{'~ '{o i ~'!?. •c ~p', Pr ice · HOV,• Vo f.' Cap ,, 0400 . 0500 $2 .80 392 1, 136 33% $2 .80 417 1,167 34% $2 .80 414 1,128 33% $2 .80 416 1, 158 34% $2 .80 0 1 0% 0500 -0600 $4 .50 538 1,839 54% $4.50 593 1,920 56% $4 .50 622 1,946 57% $4.50 610 1,932 57% $4 .25 180 707 21% 0600. 0700 $4 .70 397 1,759 52% $470 489 1,882 55% $4 .70 454 1,848 54% $470 458 1,784 52% $4 .50 443 1,892 56% 0700 -0800 $5 .20 360 1,781 52% $5 .20 310 1,600 47% $5 .20 323 1,560 46% $5 .20 296 1,585 47% $5 .05 299 1,575 46% 0800 -0900 $4 .70 241 1,658 49% $4 .70 196 1,445 43% $4.70 223 1,507 44% $4 .70 204 1,481 44% $4 .50 203 1,448 43% 0900 -1000 $3 .70 233 1,532 45% $3 .70 202 1,563 46% $3 .70 233 1,521 45% $3 .70 219 1,583 47% $3 .70 156 1,241 37% Monday 04/11 /16 Tuesday 04112/16 Wednesday 04113116 Thursday 04/14116 Fr iday 04115/16 AM Time Pr ice r; '.HOV j;, Vo l. .'~"~Cap .: .priqe." H9V.i!• Vol:~-... Caij;.-Pr ice ~~OV .;;.Vo l.c"''\;ap i Price ;;tH.QV .:.VP '->> "cap, Price ~ov <;..~.Vol .·" ~.Cap . 0400 -0500 $2.80 343 1,013 30% $2.80 399 1,203 35% $2.80 428 1,192 35% $2 .80 410 1, 164 34% $2.80 36 1 1,007 30% 0500 -0600 $4.50 176 453 13% $4 .50 615 1,908 56% $4 .50 628 1,948 57% $4 .50 619 1,938 57% $4 .25 564 1,844 54% 0600 -0700 $4 .70 232 807 24% $4 .70 446 1,632 48% $4.70 500 1,904 56% $4.70 530 1,916 56% $4 .50 432 1,712 50% 0700 -0800 $5 .20 366 1,474 43% $5 .20 340 1,598 47% $5 .20 308 1,554 46% $5 .20 333 1,566 46% $5 .05 282 1,300 38% 0800 -0900 $4.70 237 1,678 49% $4 .70 179 1,546 45% $4 .70 192 1,368 40% $4 .70 204 1,303 38% $4 .50 176 1,271 37% • 0900 -1000 $3 .70 180 1,821 54% $3.70 182 1,671 49% $3 .70 178 1,493 44% $3.70 183 1,501 44% $3 .70 148 1,018 30% Monday 04/18/16 Tuesday 04119116 Wednesday 04120/16 Thursday 04/21/16 Friday 04122/16 AM Time :Pn ce ~HO\f f,::;.Vo h'!k·~f a;i:; • Pr)c !-~Jl 0Yi°~~.Y~l :''~J;ap7 ·f>ii.~,;fHOy.,~Vof.?g,t!c~~: i~Price i<~HOV ;ry";,Vol ."'~'C aili ert~ ;~t10V.ilili,Yo}:'f;' J;ai>"!i 0400 -0500 $2 .80 410 1,230 36% $2 .80 371 1,035 30% $2 .80 451 1,158 34% $2 .80 395 1,124 33% $2 .80 364 1,042 31% 0500 -0600 $4.50 613 1,960 58% $4 .50 618 2,047 60% $4.50 650 2,007 59% $4 .50 65 4 1,996 59% $4 .25 565 1,809 53% 0600 -0700 $4.70 506 1,8 41 54% $4.70 516 1,960 58% $4.70 486 1,821 54% $4 .70 519 1,849 54% $4 .50 430 1,586 47% 0700 -0800 $5.20 336 1,568 46% $5.20 321 1,456 43% $5 .20 346 1,616 48% $5.20 325 1,572 46% $5.05 255 1,269 37% 0800 -0900 $4 .70 209 1,572 46% $4 .70 229 1,721 51% $4.70 180 1,460 43% $4 .70 180 1,450 43% $4 .50 212 1,321 39% 0900 -1000 $3 .70 202 1,461 43% $3 .70 189 1,653 49% $3 .70 173 1,523 45% $3 .70 182 1,485 44% $3 .70 198 1,366 40% Monday 04125/16 Tuesday 04126/16 Wednesday 04127116 Thursday 04/28116 Fr iday 04129/16 AM Time Price"'"H .. 9'1-· ~~c,1;;-£t:·ca1>~ -!'rice';.! >H.O~t'.;)lo i'!wc~;i 'l'iice ~<'flOY 1;~.Vi>1 «tA Cap,. '.fri cei. ljOV.'"*'Vo i~$_'.',g!ji.· ,Pr ic,a ''!ti'HOV;;rvo L't:iJ',Caili 0400-0500 $2 .80 408 1,227 36% $2 .80 404 1,141 34% $2 .80 400 1,124 33% $2 .80 398 1,109 33% $2 .80 373 1,023 30% 0500 -0600 $4.50 480 1,613 47% $4 .50 627 1,909 56% $4.50 602 1,921 57% $4 .50 634 1,976 58% $4 .25 549 1,811 53% 0600 -0700 $4 .70 43 1 1,743 51% $4 .70 464 1,774 52% $4 .70 393 1,749 51% $4 .70 466 1,888 56% $4 .50 418 1,708 50% 0700 -0800 $5 .20 343 1,566 46% $5 .20 310 1,527 45% $5 .20 405 1,924 57% $5 .20 318 1,630 48% $5 .05 324 1,472 43% 0800 -0900 $4.70 199 1,548 46% $4 .70 187 1,403 41% $4.70 202 1,621 48% $4.70 198 1,446 43% $4 .50 178 1, 147 34% 0900 -1000 $3.70 202 1,543 45% $3 .70 167 1,409 41 % $3.70 198 1,551 46% $3.70 177 1,368 40% $3 .70 186 1, 157 34% • 6 Performance Measures CUSTOM ER SERVICE Gall Wait Time Abandon Rate Custorrer Satisfaction Convert Violators to Customers -~-· ----.. ----~ --. -. Convert Violators to Customers VIOLATION PROCESSING _':'." ont ~l y Monthly Mont hl y Quarter ly Amually _R~~p9~s_e _.Tin:e ____ _______ ··----~.onthl y -~~~.Y.!?l~~io!l_.~~1~~~~9~.-~!e . _________ 9~1~~Y GUSA Violation Collection Rate TRAFFIC OPERATIONS lnj!i~I ~-S~co!!d~ry . Re~iey.i_ s . * Rate Misread Errors CAS Response Time ACCOUNTING Exceptions INFORMATION TECHNOLOGY ·-·- Amuall y M onthl y Monthly Monthly Mont hl y No t to ex ceed 120 seconds No mo re than 4.0% A t lea st 75 outbound calls 8% or more 10% o r more 70% o r more 74% o r more ~ual to?~ 1i:~s tha~ 1~ days Eq ual to or less than 0.4% . -.. -. 0:20 (mi nutes) per call No mo re than 3 Back-office System Uptime Monthly 99 % Availability Netw ark Uptirre Monthly 99% Availability CUSA = Cofiroute USA ; CAS =C ustomer Assistance Specia lis ts I 1:41 2 .7% 75 3 .1 0 .01% 0:09 0 99.9% 100% *Plate Mis read Error performance is current after a 60-day ho ld-back pe ri od ; t herefore , percentage reported here is for 2 months prior to the month of this report . Incoming Call Activity J~.:,.J>Jf •.. ' -. ·' -. · -,~, .. , "" .;.. ' ·~"'_,.'·'A "'I 16 . y<-' ''~'" · •. -.• M h 16 · · ·. FY . .... .,,_~3-~"?t' _ , ·"!'-" .-... .r• .. -i.;.1.--_~· .. , ... 1 \---~ •• , ........ pr1... i..,.. ... " ,:.J!f ..... , arc -, !· 1:" .~~3~~-~~Gc~~~r~~~~~-~~~ .. :_0:·----~~~a·.~~~~----~;._j ~·-~vera~~ .. -~ Representatives Answered 21 ,564 63.9% 23 ,569 66.7% 22,258 .. ... . ...... ... . . -·-. . ... . .... IVR Answered 9 ,188 27 .2% 8,502 24.1% 8 ,300 -. . -. -··-. ........ ... --·--__ ..... ·-. . .. .. -. -. .. ·-----·--·. --· .. -. ---·· ···---------· *Abandoned Galls = or >20 seconds 91 2 2 .7% 1,059 3 .0% 997 .. .. .. **Abandoned Galls -all others 2 ,067 6 .1% 2 ,219 : 6 .3% 2,101 Total Incoming Galls :: 33,731 35 ,349 : 33,656 'This data is used in the Abandoned Calls performance meas u re . .. -- _'"'This data represents all NR _~andons and "?_widens outside the p erformance meas lJ'e th'eshold . Transponder Distribution Status Issued To New Accounts 1,000 591 782 2,373 42.1% 24.9% 33.0% 997 637 39.0% 24.9% 36.1% 878 37.1% Additional Tags to Existing Accounts Replacerrent Transponders Total Issued Returned -----. Account aosures 515 ---~-c:_°..~-~!~ --~~--n~ ~ !~~-------_____ .. ------------· 123 Defective Transponders 738 -----.... ---·----·-----·---·~·-·----·-··-.... -... -----·--·-----------... --------·· ---- Total Returned 1,376 594 25.1% 37.9% 7 • • • • .... At the end of April 2016, the 91 Express Lanes had 119,305 active customer accounts , with 181 ,515 transponders assigned to those accounts. 122,000 l I 119,992 120,000 118,000 116,000 114,000 112,000 110,000 108,000 n fo ~ Number of Accounts by Fiscal Year As of April 30, 2016 !b ?> <:> .... '\. '¥':;) ldCJ ro<:> ~~ 9iCJ ?>:-> <:>;-,. "> .... <:><::> <)CJ <:><::> <:><:> \)':;) <)CJ <:>"-; \) .... 'V 'V 'V 'V 'V 'V 'V 'V Fiscal Year Operational Highlights On-road Operations '? ~ <-, <o -v"" "'"-; '¥ .... <-,:-> \) .... <:>"" \)"-; <:>"" 'V 'V 'V 'V Customer Assistance Specialists (CAS) responded to 137 calls during April. The CAS team received 87 calls to assist disabled vehicles, 8 calls to remove debris and conducted 32 assists or traffic breaks . There were 7 accidents in the Express Lanes and 3 accidents in the general- purpose lanes the CAS provided assistance to . 8 Financial Highlights YTD as of : 4/30/2016 YTD Variance Description Actual 11 1 Budget 111 Dollar$ Percent (°/ol , j.. •:. "I. , . ., -,~~;.:..-•. f;'t.i. .. ·' ., ·F\. .:.-~>-':; '· ;oj,:, -· ' Operating revenues: Toll revenue $ 32,374,529.92 $ 29 , 170,074.00 $ 3 ,204,455.92 Fee revenue 9,317 ,871 .08 6 , 160,536.00 3 , 157,335.08 Total operatina revenues 4 1,692,401 .00 35 ,330,610.00 6 ,361 , 791 .00 ., .. '-. . .. ,_ . . ; -.. Operating expenses: Contracted services 6,926,636.00 7, 117, 700.00 191,064.00 Administrative fee 1,941 ,985.40 2 , 108,260.00 166,274 .60 Other professional services 990 ,606.63 2 ,016,244 .00 1,025,637 .37 Credit card processing fees 689 ,242.12 669,288 .00 (19,954.12) Toll road account servicing 1,046,683.46 608, 160 .00 (438,523.46) Other insurance expense 281 ,230.30 624,750.00 343,519.70 Toll road maintenance supply repairs 129,453.31 7 ,920,770.00 7 ,791 ,316.69 Patrol services 470,1 13.80 462 ,320.00 (7,793.80) ~ 405,510.58' Building equipment repairs and maint 577,442 .00 171 ,931.42 Other services 5,942 .00 18 ,000.00 12 ,058.00 Utilities 17 ,302.60 33,320.00 16,017.40 Office expense 34 , 190.03 98,695.00 64,504.97 Bad debt expense (5, 162.40) -5 , 162.40 Miscellaneous 121 56 ,674.73 90, 140.00 33 ,465.27 Leases 264,856.33 412 ,340.00 147,483.67 Total operating expenses 13,255,264.89 22, 757,429.00 9 ,502 , 164.11 Depreciation and amortization 131 2,584,625.81 -(2,584,625.81) Ooeratina income (lossl 25,852,510.30 12 ,573 , 181 .00 13,279 ,329.30 . . ' " ~''· -.. ~ -';' c; . .. '-""'!·;;;' Nonoperating revenues (expenses): Reimbursement from Other Agencies 69 ,630.00 925,000.00 (855,370.00) Interest income 693,956.09 836,234.00 (142,277.91) Interest expense (4,729,416.39) (4,786,710.00) 57 ,293.61 Other 492,584.66 -492 ,584.66 Total nonooeratina revenues (exoenses) (3,473,245.64) (3,025,476 .00) (447 ,769.64) Transfers in --- Transfers out -(1 ,200,000.00) 1,200,000.00 Net income (loss) $ 22 379 264.66 $ 8,347 705.00 $14 031 559.66 'Actual amounts are accounted for on t he accrual ba sis of accounti ng in an enterprise fund . Budget amounts are accounted for on a modified accrual basis of accounting. 'Miscellaneous ex penses include: Bond Insurance Cos ts, B ank S en.<c e Charge , Transponder Materials . 'Depreciation and amortization are not budgeted items . Capital Asset Activity ., .. ·"· ~;f .. 4 11 .0 51 .3 18.0 2.7 7 .9 50.9 (3.0) (72.1) 55.0 98.4 (1 . 7) 29.8 67.0 48.1 65.4 NIA 37.1 35.8 41 .8 NIA 105.6 (92 .5) (17.0) 1.2 NIA (14.8) NIA 100.0 168.1 During the ten months ending April 30 , 2016 , capital asset activities included $100 ,000 for leasehold improvements and $293,205 fo r t he pu rchase of transponders. 9 • • /--- • 8 . • -. - .... • • m OCTA • • June 3, 2016 To: From: State Route 91 Advisory Committee ~ Darrell Johnson, Chief Exec ~~~ z--.. ___ _ Subject: 2016 State Route 91 Implementation Plan Overview The Orange County Transportation Authority annually prepares a long-range plan for improvements along the State Route 91 corridor , between State Route 57 in Orange County and Interstate 15 in Riverside County. The plan includes a listing of potential improvements, preliminary cost estimates, and potential implementation timeframes. These improvements are sponsored by various agencies such as the Orange County Transportation Authority , the Riverside County Transportation Commission, the Transportation Corridor Agencies , the California Department of Transportation, and cities along the corridor. The 2016 State Route 91 Implementation Plan is provided. Recommendation Receive and file as an information item. Background 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 collaboration with the California Department of Transportation (Caltrans), the Riverside County Transportation Commission (RCTC), the Transportation Corridor Agencies , and the cities of Anaheim , Corona, and Yorba Linda . On September 30 , 2008, 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), authorized RCTC to operate a toll facility along the portion of the SR-91 in Riverside County, and extended the timeframe for the operations of the toll lanes to 2065 . SB 1316 also allows the use of excess toll revenues for Orange County Transportation Authority 550 South Main Street I P.O. Bo x 14184 I Orange/ California 92863-1584 I (714) 560-0CTA (6282) 2016 State Route 91 Impleme ntati o n Plan Page2 congestion relief projects or serv ice s a lo ng the SR-91 corridor , between SR-57 and the Orange/Riverside Co unty lin e . The intent of the SR-91 Im pl em en t atio n Plan (Plan) is to provide the suite of projects to the State Leg islatu re a nd ou tl ine planned improvements in the SR-91 corridor that could be partially f un de d by excess toll revenues. The Plan describes projects and transportation ben efit s , a nticipated implementation schedules by milestone year, and costs for majo r proj ects through 2035. The projects for the Plan have been updated base d o n t he la test information provided by the project sponsors. Discussion Since 2002 , OCTA, Ca ltran s , a nd RCT C have made significant progress in improving the SR-91 . Complet ed projects include : • • • • Green River Road Ove rcross i ng Improvement Project North Main Street Coro na Met rol ink Parking Structure Project Eastbound lane ad d iti o n fro m State Route 241 (SR-241) to State Route 71 (SR-7 1) Lane addition in both d irectio ns between SR-55 and SR-241 • Westbound lane at Tust in Ave nu e • Metrolink service impro ve me nts The Plan , which includes inpu t from t he stakeholders, is provided in Attachment A. The projects are organized by re ad i ne ss and logical sequencing. However, full funding for all projects has no t been secured . Early improvements in the co rr id o r a re a nticipated to be completed by 2019, and include three projects at a to ta l cost of $1.6 billion . The planned projects include: • Initial phase of the Riversid e Co unty 91 Corridor Improvement Project (CIP): o Widen SR-91 by o ne gen e ral purpose (GP) lane in each direction east of Green Rive r Ro ad o Extend the 91 Exp ress La nes to 1-15 o Add collector-d is trib uto r ro ads in the vicinity of the City of Corona o Add 1-15/SR-9 1 d i re ct h igh-occupancy vehicle/high-occupancy toll (HOV/HOT) so uth co n nector o Add southbound HOV/HO T lanes on 1-15 to Ontario Avenue o Provide system /l oca l interchange improvements • • • Express bus service im p ro vemen ts between Orange and Riverside counties • Direct connector betwee n t he 9 1 Express Lanes and SR-241 • • 2016 State Route 91 Implementation Plan Page3 Three other projects are slated for implementation between 2020 and 2030, including improvements at the SR-71/SR-91 interchange , Metrolink station improvements, and w idening SR-91, between SR-57 and SR-55 . Projects anticipated for implementation by 2030 are estimated to cost between $633 million and $1.1 billion. Improvements for implementation by 2035 focus on longer lead time concepts and include: • Ultimate phase of the 91 CIP: o Widening SR-91 by one GP lane in each direction from SR-241 to SR-71 o Adding northbound HOV/HOT lanes on 1-15 to Hidden Valley Parkway o Improving SR-91 east of 1-15 • Adding 1-15/SR-91 direct HOV/HOT north connectors • Fairmont Boulevard improvements at SR-91 The post-2035 list of improvements included in Appendix A of the Plan are highly conceptual in nature. Some of the concepts are derived from the Riverside -Orange County Major Investment Study (MIS). Appendix A includes an elevated four-lane facility, between SR-241 and 1-15 (MIS Corridor A), Anaheim to Ontario International Airport high-speed ground transportation system, and the Irvine -Corona Expressway (ICE), from SR-241/State Route 133 to 1-15/Cajalco Road. Since 2010, staff has continued to monitor the financial viability of the ICE concept as requested by the SR-91 Advisory Committee and the Riverside Orange Corridor Authority. The ICE has not moved beyond the conceptual phase due to the current economic climate, lack of state and federal transportation funding, and the high construction cost. Until considerable advancements are made in efficient and affordable tunneling technology, and more state and federal funding is available, this project will be a major challenge to complete. Added to the Plan this year are two new conceptual projects, including connector improvements at the SR-91/SR-55 interchange and eastbound fifth lane addition near SR-241. The projected cost of the post-2035 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. The 2016 Plan includes updated traffic analysis, which indicates that planned improvements will decrease congestion and improve peak-hour travel speeds. Specifically, in the eastbound direction, average travel time through the corridor decreases by 16 percent in 2025 . Moving westbound, the travel time decreases by 37 percent beginning in 2019. When the full scope of the Riverside County improvements for SR-91 are implemented by 2035, travel times in both directions remain close to, or less than, existing travel times . 2016 State Route 91 Implem e ntati o n Plan Page4 Summary OCTA has completed the 20 16 Pl an required by AB 1010 and subsequently, SB 1316 legislation . Updates incl ude project schedules, project descriptions, costs, and traffic analysis. Th e fi nal document will be transmitted to appropriate members of the State Legislat ure. Attachment A. Draft 2016 State Route 91 Im p le mentation Plan Prepared by: Alison Army Senior Transportation Authori ty, Project Development (714) 560-5537 Kia Mortazavi Executive Director, Planning (714) 560-5741 • • DRA • ---Austin Transportation Consulting A.fl~~ 2016 State Route 91 Implementation Plan Prepared for: m OCTA TABLE OF CONTENTS ............................................................................................................................................ I SECTION 1: 2016 STATUS REPORT AND UPDAT E ............................................................................................ 1 SECTION 2: IMPLEMENTATION PLAN ................................................................................................................. 9 PROJECTS BY YEAR 2019 .................................................................................................................................. 10 PROJECTS BY YEAR 2030 .................................................................................................................................. 14 PROJECTS BY YEAR 2035 .................................................................................................................................. 18 SECTION 3: APPENDIX A -POST-2035 AND CO NC EPT UAL PROJECTS ....................................................... 22 SECTION 4: APPENDIX B -COMPLETED PROJE CT EX HIB ITS ....................................................................... 28 SECTION 5: REFERENCES .................................................................................................................................. 35 • • ~ 2016SR-91 IMPLEMENTATION PLAN 201 6 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. 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, ~ 2016 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 2016 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 2015 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 (currently under construction), 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 2016 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 2016 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 OCT A, 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. PRO.JECT ACCOMPLISHMENTS Much progress has been made since the initial 2003 SR-91 Implementation Plan was approved. The 2016 Plan includes select completed project exhibits as a historical reference, see Section 4 Appendix B. Completed Construction/Improvement Projects As of June 2016, the following improvements have been constructed or implemented: •!• Repave and seal pavement surfaces, restripe, and replace raised channelizers on the 91 Express Lanes. •!• EB SR-91 restripe and median barrier reconstruction project that removed the CHP enforcement area and extended the EB auxiliary lane from SR-71 to the Serfas Club Drive off-ramp. •!• WB auxiliary lane extension between the County line and SR-241. This project eliminated the lane drop at the 91 Express Lanes and extended the existing auxiliary lane from the County line to SR-241 in the westbound direction. This improvement minimized the traffic delays at the lane drop area, resulting in improved vehicle progression. •!• WB restripe project extended the auxiliary lane between SR-71 and the County line resulting in a new continuous auxiliary lane between SR-71 & SR-241. •!• Express Bus improvements are implemented for the Galleria at Tyler to South Coast Metro route and Village at Orange to Riverside/Corona. •!• Safety Improvements at the Truck Scales. Existing shoulders were improved, lanes were re-striped, illumination improved, and signage was modified into and out of the EB facilities. •!• Green River Road overcrossing replacement (See Section 4). "" 2016 SR-91 IMPLEMENTATION PLAN •!• Metrolink parking structure at the North Main Street Corona Metrolink Station (See Section 4). •!• EB SR-91 lane addition from SR-241 to SR-71 (See Section 4). •!• Additional SR-91 WB and EB travel lane between SR-55 and SR-241 (See Section 4 ). •!• SR-91 WB bypass lane to Tustin Avenue at SR-55 (See Section 4). •!• Metrolink Service Improvements (See Section 4). These projects provide enhanced freeway capacity and/or improved mobility for one of the most congested segments of SR-91. The completed EB SR-91 lane addition project from SR-241 to SR-71 (See Section 4) has greatly enhanced highway operations. This accounts for some of the improvement in existing EB p.m. peak hour travel time from approximately 70+ minutes in 2010 to approximately 50 minutes in 2014 (for the baseline travel time). In addition, there are two projects that have a direct impact upon SR-91 widening projects. The first is the $2 billion U.S. Army Corps of Engineers (Corps) Santa Ana River Mainstem (SARM) improvement project that provides flood protection from the recently improved • Prado Dam (near SR-71) to the Pacific Ocean. As part of the Corps' project, existing riverbanks have been improved due to the increased capacity of the Prado Dam outlet works, which can now release up to 30,000 cubic feet per second (cfs) compared to the previous facility capacity of 10,000 cfs. The only remaining segments of the Santa Ana River to be improved are Reach 9 Phase 2A, which includes areas along SR-91 from just east of the Coal Canyon Wildlife Corridor Crossing to SR-71, and segments along Weir Canyon Road near Savi Ranch. SR-91 project design teams have coordinated with the Corps, Caltrans, and other federal, regional, and local agencies in order to accommodate future SR-91 improvements by the Corps bank protection project within Reach 9 Phase 2B by relocating the Santa Ana River. This has greatly enhanced the ability of Caltrans and other regional transportation agencies to implement many of the SR-91 improvement projects listed herein. The Corps SARM Reach 9 Phase 2B improvements were under construction as of September 2009 with American Recovery and Reinvestment Act (ARRA) "stimulus" funding and construction was finalized in April 2015. Environmental mitigation within the Santa Ana River perennial stream habitat restoration area will continue for. another six years of the nine year mitigation program. 2 The other project with a direct impact to SR-91 is the $120 • million Santa Ana Regional Interceptor (SARI) sewer trunk line relocation. The existing SARI line is within the Santa Ana River floodplain and was in jeopardy of failure due to scour from the potential increased flood releases by the aforementioned Corps project. In order to relocate the proposed 48-inch diameter SARI line outside of the floodplain, which is immediately adjacent to SR-91, Caltrans highway R/W was relinquished to the Orange County Flood Control District (OCFCD) for location of the SARI line. 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 within the remaining State R/W subsequent to relinquishment. This project completed the construction phase in mid-2014. Completed Designs and other Reports In addition to the physical improvements in the corridor, there are various project development phase documents (Feasibility Reports, Studies, PSR, PA/ED, or PS&E) that are completed, or are in draft form and anticipated to be approved that identify improvements that will provide improved mobility. These documents include (also see Section 5): • •!• MIS -Final Project Report: Locally 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 Riverside in Riverside County" (October 2006). •!• 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 I.It 2016 SR-91 IMPLEMENTATION PLAN 2012) . •!• PS&E for Initial SR-91 Corridor Improvement Project (CIP) Project (2014). •!• PSR-PDS on SR-91 between SR-57 and SR-55 (October 2014). Updates from the 2015 SR-91 Implementation Plan In addition to the improvements and progress noted above, the following items that were included in the 2015 SR-91 Implementation Plan have been modified for the 2016 Plan update: •!• Various project descriptions, costs, and schedules have been updated from the 2015 Plan based on continued project development. •!• Project schedules have been revised within the horizon year timelines. The 2025 horizon year is updated to 2030. •!• The Metrolink Short-Term Expansion Plan has been restructured with station portions of the plan included in the revised Project 6 -Metrolink Service and Station Improvements, and with currently completed service enhancements included as Project B-6 (see Appendix B). •!• The WB SR-91 to SB SR-55 flyover reconstruction (Option 1 in the PSR-PDS) is included as Project A-4. •!• The 1-15/SR-91 Direct North Connector is included as a standalone project (Project 8) and was previously included as part of the Ultimate CIP (Project 9). •!• The EB SR-91 Fifth Lane Addition at SR-241 is included as Project A-5 and was initiated from value engineering discussions from the SR-241/91 Express Lanes Connector (Project 3). 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. 3 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. A significant number of this traffic is redirected (balanced) traffic trying to bypass mainline congestion. •!• One of the two EB lanes from The Eastern Transportation Corridor (State Route 241) is dropped 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. EB truck traffic must make two lane changes to stay on EB SR-91. •!• 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 ~ 2016 SR-91 IMPLEMENTATION PLAN SR-91. •!• The existing two lane connector from WB SR-91 to. SB SR-55 is over capacity. •!• There is a trap lane from EB SR-91 that terminates at SB SR-241 which creates a chokepoint in the area. PROJECT SUMMARY Many of the highway projects and concepts identified in this 2016 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 2016 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 2019 and includes three improvements at a total cost of approximately $1.6 billion. The projects • include the l~itial SR-~1 C~P that will widen SR-91 by one GP lane in each d1rect1on 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; Express Bus service improvements; and a State Route 241 (SR-241 )/ 91 Express Lanes connector. These projects are in the process of final design, construction, or procurement and implementation, as noted in the project summaries. •!• Three projects for implementation by 2030 include the interchange improvements at SR-71/SR-91, SR-91 widening improvements between SR-57 and SR-55, and Metrolink service and station improvements. OCTA, RCTC, and Caltrans have initiated preliminary planning activities for these projects to ensure readiness when local, state, or federal funding becomes available. Some of the 2030 projects are funded and underway in various stages of project development. Projects for implementation by 2030 would cost approximately $633 million to. $1.13 billion. 4 • •!• Projects for implementation by 2035 focus on longer-lead time projects and include a potential new interchange or overcrossing at Fairmont Boulevard; the 1-15/SR-91 Direct North Connector; and the Ultimate SR-91 CIP that includes widening SR-91 by one GP lane in each direction from SR- 241 to Green River Road and SR-91 improvements east of 1-15. •!• Long-range concepts for potential Post-2035 implementation (potentially earlier if funding becomes available) 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, 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 WB SR-91 to SB SR-55 Improvements, and the EB SR-91 Fifth Lane Addition at SR-241. This multi-billion dollar potential concept program requires 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 2016 Plan, the traffic analysis for major SR-91 capacity projects has been updated from the 2015 Plan. This analysis used the latest freeway operations software model available from UC Berkeley and traffic data calibrated to reflect new traffic patterns since the 2015 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. ~ 2016 SR-91 IMPLEMENTATION PLAN Table 1 -SR-91 Implementation Plan Projects Project . . Cost No. Proiect Summary (Implementation Year) ($M) Projects By Year 2019 Initial Phase CIP: Widen SR-91 by One GP Lane in 1,407 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) 2 Express Bus Service Improvements Between Orange 6 County and Riverside County (2017) 3 SR-241/91 Express Lanes Connector (2019) 180 SUBTOTAL 1,593 Projects By Year 2030 4 SR-71/SR-91 Interchange Improvements (2023) 123.4 5 SR-91 between SR-57 and SR-55 (2025) 221-718 6 Metrolink Service and Station Improvements (2030) 289.2 SUBTOTAL 633- 1,130 Projects By Year 2035 7 Fairmont Boulevard Improvements (Post-2030) 76.8 8 1-15/SR-91 Direct North Connector (By 2035) 130 9 Ultimate CIP: Widen SR-91 by One GP Lane in Each TBD Direction from SR-241 to SR-71 and SR-91 Improvements East of 1-15 (2035) SUBTOTAL 207+ Appx. . ) Cost A Concept Summary (Implementation Year ($M) Concepts By Post-2035 and Conceptual Projects A-1 Elevated 4-Lane Facility (MIS Corridor A) from SR-241 2,720 to 1-15 (Post-2035) A-2 Anaheim to Ontario International Airport Maglev High 2,770- Speed Rail (Post-2035) 3,200 A-3 Irvine-Corona Expressway (ICE) 4-Lane Facility from 8,855 SR-241/SR-133 to 1-15/Cajalco Road (Post-2035) A-4 WB SR-91 to SB SR-55 Improvements (Post-2035) 75-150 A-5 EB SR-91 Fifth Lane Addition at SR-241 31 SUBTOTAL 14,451- 14,956 Appx. Completed Project Summary Since 2006 Cost B (Constructed Year) ($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 5th GP Lane in Each Direction (January 2013) B-5 SR-91 WB Lane at Tustin Avenue (April 2016) 45.2 B-6 Metrolink Service Improvements (June 2016) 249 5 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-71to1-15 by 2017 (Initial CIP, Project 1). •!• SR-241/91 Express Lanes connector with lanes to Coal Canyon on SR-91 by 2019 (Project 3). •!• SR-91 EB lane between SR-57 and SR-55 by 2025 (Project 5). •!• New 1-15/SR-91 Direct North Connector by 2035 (Project 8). •!• New SR-91 WB/EB lanes, various segments, from SR-241to1-15 by 2035 (Ultimate CIP, Project 9). The WB morning (a.m.) traffic analysis results indicate that for the year 2019 forecasts, travel times in Riverside and Orange Counties are anticipated to improve significantly (by about 15 minutes) due to the inclusion of the Initial Phase of the CIP (Project 1), though bottlenecks are anticipated at the Orange-Riverside County line and at the SR-241 interchange. A minor bottleneck is shown at the SR-55 interchange. The main bottlenecks in Riverside County have decreased because of the completion of proposed projects (including the Initial Phase of the CIP), though some congestion is still forecasted. In the year 2030 forecast, WB bottlenecks occur at the Orange- Riverside County line, at the SR-241 interchange, and at the SR-55 interchange. This results in an increase in travel time, mostly within Riverside County from about 21 minutes in 2019 to about 45 minutes in 2030. Assuming Corridor A and the ICE are not constructed by 2035, bottlenecks appear just east of the SR-71 interchange, at the SR-241 interchange, and at the SR-55 interchange. With completion of the ultimate CIP project, Riverside ~ 2016 SR-91 IMPLEMENTATION PLAN County travel times improve dramatically with reduction to below 2019 levels (about 15 minutes). For all forecast horizon years, travel times in Orange County remain relatively unchanged between Existing (2015) and 2035 with the exception that there is about a 5 minute travel time savings with implementation of projects in 2019, and a 5 minute increase for 2030. A project to address the operational aspects for the WB SR-91 to SB SR-55 movement is included this year (see Concept A-4) in addition to exploring by OCTA of multi-modal opportunities on, or adjacent to, the SR-91 corridor that could relieve congestion. The EB evening (p.m.) traffic analysis indicates that for the year 2019 forecasts, bottlenecks are shown just before the SR-55 interchange, at the Orange-Riverside County line, and just before the Main Street interchange. Implementation of Project 1, the Initial Phase of the CIP ' results in decreased Riverside County corridor travel times from approximately 21 minutes to under 10 minutes. In the year 2030 forecast, EB bottlenecks are still shown west of the SR-55 interchange at the Orange-Riverside County line, and just before the Main Street interchange .• The queuing in Riverside County has largely decreased because of the completion of proposed projects, and corridor travel times are forecast to be less than existing conditions through 2035. For the 2035 horizon year, bottlenecks appear at SR-55, at SR-241, and just before the Main Street interchange. The 2035 travel times remain consistently low for EB SR-91 in Riverside County but gradually increase (to an additional 19 minutes) in Orange County. Figures 1-1 and 1-2 below show the existing (2015) and horizon year corridor travel times by County. 6 • • Figure 1-1 -Mainline Westbound SR-91from1-15 to SR-57 A.M. Peak Hour Average Travel Time (Minutes) 120 100 80 60 40 20 0 Ex is t ing (201 5) 20 19 2030 2035 O Or ange Co un ty O Rive rsid e Cou nty Figure 1-2-Mainline Eastbound SR-91 from SR-57 to 1-15 P.M. Peak Hour Average Travel Time (Minutes) 120 100 80 6 0 40 20 0 Exi st ing (2015) 20 19 D Or ange County ICE 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 . The ICE was further evaluated in 2009 for financial and geotechnical feasibility. Seven (7) primary feasibility issues were considered: 2030 203 5 D Riverside County •!• Corr idor 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 bu il ding , toll system , etc .). •!• Geologic , hydrogeologic/hydrologic , • e geotechnical conditions. 2016 SR-91 IMPLEMENTATION PLAN and •!• Construction considerations. •!• Construction , Operation & Maintenance (O&M) costs . 7 At the conclusion of the financial and geotechn ic al feasibility study in 2010 , the Riverside-Orange Corr id or Authority Board (ROCA) directed staff to shelve the project due to its high construction cost and the diffi cult 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 chang es 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 significan tl y. ~ 2016 SR-91 IMPLEMENTATION PLAN In general , no significant changes to the seven feasibility issues considered for the ICE concept have occurred over the last six years . Conclusion An assessment of current economic conditions , lack of sta te 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. 8 • • • • SECTION 2: IMPLEMENTATION PLAN ~~~~~~~~~~~~~~~~~~ OVERVIEW The 2016 Plan describes projects , implementation schedules , key consideration , benefits , and costs (in 2016 dollars , or as noted) for major projects and concepts through Post -2035 . Many of the projects and concepts identified in th is Implementation Plan are based on the MIS that was completed in January 2006 . The projects and concepts are presented based on potent ial implementation schedules and prior ities established in the MIS and subsequent updates. The schedules for implementation of the packages of projects include 2019 , 2030 , and 2035. The 2019 projects are capable of being implemented through the project development process with minimal to moderate environmental constraints or are under construction. Some of the longer-range projects for 2030 and 2035 require more significant planning and environmental assessment prior to design. Each of the project or concept improvements includes an estimate of project schedules. It is important to note that implementing var ious time saving measures , such as des ign-bu ild or contractor incentives for early complet ion , may potentially reduce project schedules. The implementation phases are defined as follows: •!• Conceptual Engineering = Pre-Project Study Report (Pre-PSR) -Conceptual planning and engineering for project scop ing and feasibi lity prior to in itiating 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 des ign and right of way acquisition . The duration for this phase is typ ically 2-3 years . •!• Design = Plans, Specifications and Estimates (PS&E) -Provide detailed design to contractors for construct ion bidd ing and imp lementation. •!• Construction = The project has completed construct ion and wi ll provide congestion relief to motorists. The intent of these Imp lementat ion Plan project packages is to prov ide an action li st 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-57 to 1-15 ' ,. . .. , . Bernardino CHINO HIUS \. ' j CORONA •.. \. ' ' '\ ' a. 2016 SR-91 IMPLEMENTATION PLAN 9 The first set of projects will be completed by 2019 and incl udes thre e (3) improvements at a total cost of approximately $1.6 billion (in 2016 dollars , or as noted). The projects inclu de the In it ial SR-91 Corridor Improvement Project (CIP) that will widen SR-91 by one GP lane in each direction east of Green Riv er Rd, add collector-distributor (CD) roads and direct south connectors at 1-15/SR-91 , extend the 91 Express Lanes to 1-1 5, and provide system/local interchange improvements ; Express Bus service improvements ; and a SR-241/ 91 Express Lan es conne ct or. Further details for each of the projects are included following the summary below . Project No. 1 2 3 Project Summary (Implementation Year) In itial Phase CIP: Widen SR-91 by One GP Lan e in Each Direc ti on East of Green River Rd , CD Roads and 1-15/SR-91 Direct South Connector , Extension of Ex press Lane s to 1-15 and System /Local Interchange Impro vemen ts (20 17 ) Express Bus Service Impro vements (2017) SR-241 /91 Express Lanes Connector (2019) SUBTOTAL Figure 2-2 -Summary of Pro ject s for Implementation By 2019 • I '""" I l> YORBA LINDA .... .. , >••"A••~""A NAHEIM """ '· p Bernardin o CHINO HILL S ' \ ' \ ' \, a:. 2016 SR-91 IMPLEMENTATION PLAN Cost ($M) 1,407 6 180 1,593 ... 10 • • • • Project No: 1 Anticipated Completion: 2017 Project Cost Estimate* Total Capital Cost $ 1,161,000,000 Support Cost $ 246,000,000 Total Project Cost $ 1,407,000,000 Project Schedule-* Preliminary Engineering Environmental Design/Construction Completed Completed 2013-2017 * Cost obtained for Initial Phase is from RCTC (2014 dollars) ** Schedule for lnital Phase; subsequent phase for Ultimate Project anticipated in 2035 (see Project #10) LEGEND -Existing Highway -Interchange/Ramp -County Line • • • Coal Canyon Crossing EJ11 HOV Lane A Tolled Express Lane -Existing Lane -Proposed Improvement Lane -CD Road -Auxiliary Lane * Braided Connector 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, includes the addition of a 5th general purpose lane in each direction, the addition of auxiliary lanes at various locations, additional lanes at the SR-71/SR-91 interchange (Project #4), and collector-distributor (CD) lanes 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 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 later. The following is a summary of the deferred ultimate improvements: 1-15/SR-91 median North Direct Connector (Project #10), and 1-15 Express Lanes North to Hidden Valley Parkway (Project #9); general purpose lanes and Express Lanes from 1-15 to Pierce Street; and general purpose lanes from SR-241 to SR-71. The 1-15 Express Lanes to be extended from Ontario Avenue to Cajalco Road are included in RCTC's 1-15 Express Lane Project with an anticipated completion in 2020. 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 #4 ), the SR-241/91 Express Lanes Connector (Project #3 ), and RCTC's 1-15 Express Lane Project. 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 operations 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. The project is anticpated to open to traffic in Spring 2017 . Auto Center Dr Lincoln Av County Line Green River Rd Serfas Club Dr Main St On From On NB From 1-15 SB 1-15 on• From SB 1-15 Ingress/Egress lanes shown within the Express Lanes by restriping 3-Lane CD Road Connector from Main St EB on-ramp braid to join SR-91 as a merge ramp Additional lane by restripe of existing lanes ~ 2016 SR-91 IMPLEMENTATION PLAN HOV/HOT lanes to 1-15/0ntarlo Av 11 • • Project No: 2 Antic i pated Completion: 2017 Project Cost Estimate* Total Annual Capital Cost Total Annual Operatin g Cost $ 1 ,000 ,000** $ 5 ,000 ,000** Project Schedule Riverside/Corona to An a h e im Resort Temecul a to Vi ll age at Orange Vill age at Orange to Rivers ide/Corona Rivers ide/Corona to South Coast M etro FY 2017 (Planned RTA Route 200) FY 2017 (Planned RTA Route 205) Existing (RTA Route 216) Existing (OCTA Route 794 ) * Capital and Operating costs from OCTA and RCTC (2015 dollars) ** 20-year average Express Bus Service Improvements Project Description Orange County Transportation Authority (OCTA), w o rking w ith th e Riverside County Transportation Commiss ion (RCTC ), and the Riv ers id e Trans it Agency (RTA ), pl ans an expan sion of Expr ess Bus ser vice between Riverside and O range counties . Commuters lack direct transit connections to some Orange Cou nty emp loym ent cent ers , and ne w Express Bus service can p rovide this connection . Existing Service OCTA has ope rated Route 794 since 2006 from R iversid e County to Hutton Centre and South Coast Met ro (shown in orange be low ). RTA has operated Route 216 s ince 2010 between the Vi llage at O range and Downtow n Riv erside (show n in red below). New Servi ce Two new Express Bus routes ar e planned for im plementation by F is ca l Year 2017 between Riv ers ide County and Orange County including RTA route 200 (show n in blue below) from Riverside County to Corona and to the Anahe im Resort. The route wou ld include three AM and three PM roundtr ips by three buses . RTA route 205 (show n in green belo w) from Temecula to the Vill age at Ora ng e is proposed to includ e two AM and two PM roundtr ips by 2 buses . Exi st ing RTA route 216 (sho w n in red below) from the Riv erside Downtown Term inal to the V ill age at Orange is planned for exp ansion of ser vi ce from th e current two buses to four buses by Fisca l Ye ar 2023. Upon completion of the proposed 91 Express Lanes , RCTC expects RTA to nearly double Expr ess Bus se rvi ce on SR-91 . Cu rrentl y, OCTA operates 15 bus trips p er day on SR-9 1 and , based on expans ion of r idership , RCTC env isions RTA adding 20 add iti onal trips , eventu all y bringing the total to 35 daily trips. Ser vice duration for th is exp ans ion will in crease by 11 ,500 hours per year and will be served by f iv e new RTA coaches to be procured specifically for this serv ice , and RTA wi ll add f iv e more coaches by 2017 . Key Considerations Operatin g costs w ill average $5 ,000,000 each year and cap it al costs w ill ave rage $1 ,000,000 per year. The cost sharin g will be negotiated between Orange and Riverside counties . RCTC is comm itt ing $5 ,000 ,000 pr imarily for Express Bus pu rch ases once the Rivers ide County portion of the 91 Express Lanes open . lntercounty Exp ress Bus se rvice is effect iv e between locations w here trans it trave l tim es by Express Bus wou ld be more competit iv e than Metrolink and connect ing ra il feeder buses. There is some duplication of service be tween the exi stin g Express Bus routes and M etrol ink service . One reason customer s are attracted to Express Bus se rv ice over Metrolink is that the cost is approximate ly 33 % low er. There may be some merit to subsidizin g Metro link fares for price-sens itive transit riders in th is corridor instead of keeping compet itive bus serv ice . Benefits Development of Express Bu s services wi ll contribute to congesti on rel ief on SR-91 . Current Status A cooperativ e ag r eemen t co vering the Riv erside /Corona to South Coast Metro ser vice with Riv erside County has be en developed . The Ri vers ide Coun ty to South Coast Me tro Expre ss Bus route is cu rr ent ly operating . Exp ans ion of th e program is dep endent upon available operatin g funds and future f inancial commitments wi th R iv ersid e County. The impl em entation dates may change based on fund ing ava ilab ili ty. ! i FUL TON " PLACENTIA YortHt Lln<I • 'ltMb• L 1ftd• Bh•d YORBA LINDA -· ~ 2016 SR-91 IMPLEMENTATION PLAN 12 Project No : 3 Anticipated Com p let io n : 2019 Project C ost Est imate * Total Proj ect Cost Pr oj ect Schedu le Prelim i nary E ngineering Environ menta l Design /Con struction $ 180 ,000 ,000 Completed 2012-2017 2017-2019 • Assumes a 2-lane con nector, exte nd i ng as far as Coal Canyon. Costs from State Route 241 I 91 Con nector Fact Sheet (10/28 /2013). L EGE ND -Exi sting Highway -Intercha nge/Ra mp ' -County Line • • • Coal Canyon Crossing -Tolled Express La ne -Exi sting La ne -Proposed Improvement La ne I '.:..-:::.. -:J Proj ect #1 Improvements ~·-~ O n~Gyp sum canyon Rd Off On Off S R-241/91 Express Lanes Connector Proje ct Des c ri pti on The SR-241 /9 1 Ex press Lanes co n nector wi ll carry northbound (NB) SR- traffi c to eastbound (EB} 9 1 Exp ress Lanes and carry westbound (W B) Express La nes traffic to south bou nd (SB) SR-241 . Outside wide n ing wou ld be req uired main ty on the south side of SR-91 fo r realignmen t of EB la n es up to th e Co al C anyon Crossi ng . Key C o ns id e ra ti o ns Th is project was o rig i nally permitted as a Hi g h Oc cupancy Veh icl e (HOV) con nect or into the SR-91 HOV lane. With the implementation of the 91 Exp ress La n es, the project will need to carefully coordinate the t raffic operatio ns a nd toll ing policies that will result with th e convergence of the SR-2 41 toll road, t he existi ng OCTA 91 Exp ress La nes, and the proposed extension of the 9 1 Express Lanes by RCTC . The project w i ll follow the SR-9 1 C IP (Project #1) i n its implementation a nd will need to be designed acco rdi ng ly. Con t in uo us operatio n s of the 91 Exp ress Lanes w il l be a key con s id e ra ti o n fo r t h is project T he pre liminary ana lysis calls for th e SR-91 cente r medi an to be wide ne d to the so uth to make room for a two la ne (one in each di re ction) d irect connector and associated Express Aux ill iary La nes in e a ch di re ction. T he proj ect wou ld t ie into the SR-9 1 CIP improvements at Coal Ca nyon Be ne fi ts The project will prov ide connectivity from the 91 Express Lanes and the SR-24 1 Eastern Transportation Corridor System. The project improves acce ss to SR-24 1 and South Cou nty for traffic that does not curre ntly util ize th e 9 1 Ex pre ss La nes , w hi c h also improves WB SR-91 by elimi n ati ng the need for H O V a nd Express Lane users to weave across four gene. purpose la ne s to u se the existing SB SR-241 con ne ctor. It will help allevi co ng esti on th rou gh th e co rrid or by a ll owi ng SR-241 and 91 Express Lan us ers to byp ass the existi ng 24 1/91 genera l purpose con nectors. county Line C urre nt Sta tus Pre l iminary e ngineering co ncep ts for a SR-241 /91 Express Lanes direct con nector have been deve loped by The Foothill/Eastern Transportation Corridor Agency (TCA) and Caltrans. The 91 Express Lanes Ex tension a nd SR-241 Connector Feasibi l ity Study was compl eted in March 2009 and was initiated to evaluate the various alternat ives . A Project Study Report was initiated in Ja n u ary 20 11 and was completed by January 2012 . The P roject Report and Environmenta l Document is ant i cipated to be completed by mid-2017 . Ingress/Egress lane s sh own wrthin Express Lanes • by restriping (Proj ect #1) ~ 2016 SR-91 IMPLEMENTATION PLAN 13 • • Projects for implementation by 2030 include the interchange improvements at SR-71 /SR-91 , SR-91 widening improvements between SR-57 and SR-55 , and Metrolink service and station improvements. Some of the 2030 projects are funded and underway in various stages of project development. 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. Projects for implementation by 2030 are expected to cost approximately $633 million to $1.1 billion (in 2016 dollars , or as noted). Project No. 4 5 6 Project Summary (Implementation Year) SR-71 /SR-91 Interchange Improvements (2023) SR-91 between SR-57 and SR-55 (2025) Metrolink Service and Station Improvements (2030) SUBTOTAL Bernardino CHINO HILLS ' \ ' \ ' \ Cost ($M) 123.4 221-718 289.2 633-1,130 J CORONA ~ •.. ' \ \ ' \ ' \ ~ 2016 SR-91 IMPLEMENTATION PLAN 14 • • Project No: 4 Anticipated Completion: 2023 Project Cost Estimate* Total Project Cost $ 123,397,000 Project Schedule Preliminary Engineering Environmental Design Construction Completed Completed Completed 2021-2023 • Cost obtained from preliminary engineer's cost estimate (2011 dollars) LEGEND -Existing Highway -Interchange/Ramp -County Line • • • Coal Canyon Crossing Tolled Express Lane -Existing Lane -Proposed Improvement Lane -CD Road -Auxiliary Lane '...-=... ~ Project #1 and #3 Improvements a. 2016 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 Project (CIP) (Project #1 and #9) and the SR-241 /91 Express Lanes Connector (Project #3). 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 #1, #3, and #9. The SR-91 CIP (Project #1 and #9) project design-build team began construction activities in early 2014. The Project Report and Environmental Document for the SR-241/91 Express Lanes Connector (Project #3) is anticipated to be completed by early 2017. Close coordination with the U.S. Army Corps of Engineers, U.S. Fish and Wildlife Service, and California 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. 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 was completed in 2015. Construction is deferred to 2021-2023 pending funding availability. Ingress/Egress lanes shown within the Express Lanes by restriping by Project #1 Off -..i~'----on Lanes shown are for the SR-241/91 Express Lanes Project #3 Lane shown is for Project #1 (Typical) County Line Green River Rd On from Green River Rd On Auto Center Dr Off to Maple St Serf as Club Dr 15 • • SR-91 Improvements between SR-57 and SR-55 Proj ect No: 5 A nticipated Complet ion: 20 25 Proj ect Co st Est imat e* Total Project Cost, Lo w* $ 221 ,000 ,000 Tota l Project Cost, High * $ 718 ,000 ,000 Project Sche d ule Conceptual Eng in ee ri ng Pre limin ary Eng in ee rin g En vir onmenta l Des ign Construction Completed Completed 2015 -2018 2019-2021 2022 -2025 * Project Costs from SR-91 PSR/PDS (2014 doll ars ). Cost Range is fo r reduced shoulder Alternat iv e 2A (l ow) and full standard Alternative 2B w ith Option 1 (high) (excludes support costs ). LEGEND -Existin g Highway -Intercha ng e/Ra m p ~HOV Lane ,& Tolled Express La ne -Exis tin g Lan e -Pro pos ed Improvement La ne I I . SR-57 Proj ect Descriptio n Improve the SR-57/SR-91 interchange comp lex , inclu ding nearby loca l interchanges , as w e ll as add ing freew ay capacity between SR-55 and SR-57. Some improvements to N B SR-57 may be cons idered and w ill be further ana ly zed . In addition , a reconfigured W B on-ramp from La kevi ew Av wou ld be located bet ween real igned W B SR-91 lanes and the SB SR-55 au xi liary lanes . Specific im p rovements w ill be subj ect to approved p lans deve loped in cooperat ion w ith local j u ri sdict ions and affected com m un it ies . The improvements show n are from the concepts deve loped by t he SR-91 PSR-PDS from SR-57 to SR-55 . T he improvements for A lternati ve 2A includ e one EB GP lane from east of SR-57 to west of the SR -55 connecto r. One W B GP lane is added from w est of the Kraemer B lv d /G lasse ll St interchange to State Co ll ege Blvd . A NB SR-57 C-D road is proposed for Orangethorpe Av with a shared exi t fo r the NB-57 to WB SR-9 1 connector. The need for th is C-D road is being reevaluated dur ing the en vironmenta l phase . Alternative 2B is the same as Alternat ive 2A w ith the exception of a proposed standard left shou lde r w idth of 10 feet in both direct ions . Additona l options are being cons idered fo r WB SR-91 that include the add ition of the fourth lane to be added from the N B SR-57 or SB SR-57 connectors and eithe r ter min atin g at State Co ll ege Blv d or Ra ym ond Av -East St. Key Consi derations The proposed project im provements on W B and EB SR -91 m ay requ ire right-of-way acqu isit ion . A non-standard geo m et ric c ross-section w ill minimize the number of acqu isitions . Be nefits The proposed project improvements on W B and EB SR-9 1 bet ween SR-57 and SR-55 include , among other featu res , adding one EB genera l purpose lane to ach ieve lane ba lancing . The p roj ect improvement w ill a ll evi ate congest ion and reduce delay. Current Sta t us The project im provement fo r EB SR-91 w iden in g and fo r improvements to SR-57/SR-91 and SR-55/SR -91 w ere st udied by the SR-9 1 Feas ibilit y Stud y, w hi ch w as co m pleted in June 2009. Pre limin a ry eng in eering w as completed in 2014 and the En vironmenta l phase began in ea rly 2015. The proposed improvements are inclu ded in the Measure M2 prog ram th rough the Environmental phase . Kr aemer B lv d Off Tust in Av Off W B On-Ramp Location Lakevi ew Av On Off a. 2016 SR-91 IMPLEMENTATION PLAN 16 Project No: 6 Anticipated Completion: 2030 Project Cost Estimate* Anahe im Canyon Station Cost Placentia Station Cost Total OCTA Costs Project Schedule To be completed by 2030 * Costs from OCTA and RCTC (i n 2016 doll ars ) Benefits Metrolink Ser vice and Station Improvements $ 21 ,000,000 $ 23,420,000 $ 44 ,420,000 Pr oj ec t Descri ption T h is long term plan i mproves access to Metrolink stations, facili tat ing f uture service i mprovements. The Anaheim Canyon St ation imp rovement project includes the addition of a second sta ti o n track, platform , extensions of the ex isting platform , and a s s o ci ated passenger amenities , including ticket v end ing m a chi n es, b enches, canopies, and s ignage . The proj ect is a nticipated to move fo rward w ith OCTA as the lead agency on all p hases of p roj ect deve lopment , including environmental. T h e pro pos ed P lacentia Metrolink Station im p rovements include pl atforms an d pa rki ng that will be located on BNSF Rail w ay and City of Plac entia right of w ay. OCTA is the lead for design and co nstru ctio n of the project. Key Co nsid erations Co ordi natio n has been ongoing wi th the Metrolink extension studies fo r the Anahe im Canyon and Placentia Station improvements . Enables development of expanded Metrolink service and improves efficiency, w h ich w ill contribute to congestion relief on SR-91 . Current Status OCTA staff contin ues to work w ith the C ity to define the An ah ei m Can yon Station proj ect in a project defin ition report (PDR). A final version of th e PDR w as sent to the City on December 22 , 201 4 , for signature . OCTA antic ipates releasing a request for proposals for a consu ltant to perform the en viron mental an d preli minary design , once the Cit y approves and signs the I > PLACENTIA . ' . " YORBA LINDA P DR . A c ooperative agreement w ith the C ity is in place for the p roject defin ing roles and respons ib i lities . • Pl ans for t he Placentia Station platforms , station amenities , and pa rk ing are 95 percent complete. How ever, final ization of the de sig n is o n hold pend ing the outcome of the C ity of P lacentia's n egotiations wi th private developers for a poss ible transit-ori ented dev el o pm en t on city-ow ned prope r ty w here a su r face parking lot w a s planned to be constructed. A new cooperative agreement w ith t he C ity for constru ction of the station w ill need to be p resented to the Boa rd for approval once the Cit y has a signed a n ag reem ent wi th the deve loper. T h e C ity of P lacentia is 90 p erce nt co m p lete wi th demo li s hing a packing house on the site fo r co n stru c tion of t he southern station platform . GE APl'lJAM:E ............ SEIMCE ......... FACUTY ~CK !iRJOGE /~~ED TRACK .-.._.. -~~~:::..~~EW~PLA~~ _ ~~~P~MAl~~K~-2) -·--~_l!O.lll TUAllWT7 ------,. ---------EXISTING MAIN TAACK t (llf·1J 17'0'PlATFORMEXTBISION l . I, .. POSSlll...£ PACIFICalTER Image source: Anaheim Canyon Station Pro1ecf Defini tion Report, February 23 , 2015 PARKING EXPAllSKJN AREA ~ 2016 SR-91 IMPLEMENTATION PLAN 17 • • Projects for implementation by 2035 focus on longer-lead time projects and include a potential new interchange or overcrossing at Fairmont Boulevard; an 1-15/SR-91 Direct North Connector; and the Ultimate SR -91 CIP that includes widening SR-91 by one GP lane in each direction from SR-241 to Green River Road and SR-91 improvements east of 1-15 . Project No. Project Summary (Implementation Year) Cost ($M) 7 Fa irm ont Bou leva rd Improvements (Post-2030 ) 76 .8 8 1-15/SR-91 Direct North Conne ctor (by 2035 ) 130 9 Ultimate CIP : Widen SR -91 by One GP Lane in Each Direction from SR-241 to SR-71 , 1-15 /SR-91 Direct TBD North Connector , and SR-91 Improvements East of 1-15 (2035) SUBTOTAL 207+ Figure 2-4 -Summary of Projects for Implementation by 2035 j CORONA • .. ~ 2016 SR-91 IMPLEMENTATION PLAN 18 Project No: 7 Anticipated Completion: Post-2030 Project Cost Estimate* Cap ita l Cost Support Cost Total Project Cost Project Schedule Conceptu al Engineering Pre li minary Eng ineering Envi ronmenta l Des ign Construction $ 67 ,800 ,000 $ 9 ,000 ,000 $ 76 ,800 ,000 Comp leted TBD TBD TBD TBD * Costs from Feasib il ity Stud y (2009 do ll ars). RfW cost is undete rmined at this time. Cost does not incl ude potent ia l impact to Santa Ana Riv er. LEGEND -Existing Highway -Inte rchange /Ramp ~ HO V or HOT La ne -Existi ng La ne -Proposed Imp roveme nt La ne On a. 2016 SR-91 IMPLEMENTATION PLAN Fa irmont Boulevard Improvements Proj ec t Des c ri pt i on T he proj ect wo ul d p rovide a new interchange wi th SR-91 at Fairmont Bou leva rd. O n and off ram ps wi ll connect Fair mont Bouleva rd from t he no rth to ea st bo un d (EB ) and w estbo u nd (W B) SR-91. The proposed inte rc hange does not incl ude a veh icu lar Fairmont Boulevard connect ion to Santa An a Canyon Road to the south . A p edestria n /bi c ycl e con n ect ion is also p roposed betw een La Pa lm a Ave nue and S an ta Ana Ca nyon Road . Thi s br idge and pathway w ill a ll ow fo r dire ct Sa nt a A na Riv er Tra il access from both Anaheim so uth of SR-9 1 and from Yorba Li nda . Key Co n sidera tions Interchan ge spa c ing and weaving issues (to SR-55 ) need to be eva luated . Wi deni ng of S R-9 1 may be needed to accommodate interchange ramps . Proxim it y of t he San t a Ana Ri ver may requi re that the WB ramp junction be lo c ated nort h of the r iver. New connection requ i re m ents a n d inte rc hange spa ci ng needs to be co nsidered . Ramp and br idge p lace ment nee ds to ta ke ped est ria n/bicycle bri dge into account , o r incorpor ate the pe dest ri an /bike pat h into the des ign be yond the vehicu lar access li mits of the p roj ect. Be n efit s T he in te rc ha ng e is expec t ed to re lieve congestion at Im per ial H ig hw ay (SR -9 0), La kevi ew Aven ue , and W ei r Can yon Road Inte rc h anges . Preli mi nary traffi c mode ling shows a 10 -1 5% decrease in volumes at Weir Ca nyo n and SR -9 0 inte rchanges w ith the inte rchange alternat ive. Cu rren t Stat us T h e Ci ty of An a he im comp leted a conceptu al eng i nee ri ng study in De c em be r 2 00 9 for th e interchange . Mul tiple a lternat iv es ha ve been deve lo ped as pa rt of the conceptua l eng ineering stud y. Bicycle /pedestri an b rid ge is c u rren tl y in ini t ial p lann ing stages. Project deve lopment i s • pe nd in g fu nding identi fi ca ti on . OC TA is c u rren tly stud y i ng mult ip le concept u a l a lternatives fo r inter mediat e ac c ess to th e 91 E xp ress L anes . A lternatives may include differen t ing ress and egress options near Fa ir mont Bo ul evard . Resu lts of th e analysis are expected by the end of sum mer 20 16. The Impleme nta ti on P lan w ill be upd ate d as necessary in the future w it h st udy resu lts . Fairmont Blvd Off On 19 • • • 1-15/SR-91 North Direct Connector Project No: 8 Project Description Anticipated Completion: By 2035 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 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 (EBIWB)ll-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 economic conditions, a Project Phasing Plan was developed to allow an Initial Phase (Project #1 ), with reduced improvements, to move forward as scheduled, with the remaining ultimate improvements to be completed later. Subsequently, the proposed 1-15/SR-91 median North Direct Connector improvements (the subject project), have been pulled out from the CIP as a standalone project to be implemented prior to the Ultimate CIP (Project #9) Project Cost Estimate" Total Project Cost Project Schedule,..,. Preliminary Engineering Environmental Design/Construction $ 130,000,000 2020-2023 2020-2023 TBD Key Considerations ~ Cost from RCTC (2016 Dollars) 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 #1) and RCTC's 1-15 Express Lane Project. LEGEND -Existing Highway -lnterchangelRamp ~ HOV or HOT Lane -Existing Lane -Proposed Improvement Lane '._-:::. -::i Project #1 and #4 Improvements * Braided Connector Benefits The 1-15/SR-91 North Direct Connector project will reduce congestion and operational delays by providing direct median-to-median access between SR-91 and 1-15 HOT lanes. The project will provide motorists a choice to use the Express Lanes Connector for a fee in exchange for time savings. Current Status Concept level engineering is complete as a component of the CIP project, but will be revisited at a future date as a standalone project The Ultimate CIP Project, which includes the 1-15/SR-91 North Direct Connector, is currently discussed in the environmental document for the Initial Phase that was completed in 2012. However, a separate standalone environmental document will be prepared. Express lane extends to Green River Rd (Project #1) 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 #4) On Auto Center Dr On On' \On Serfas Club Dr Lane shown is for Green River Rd EB SR-91 On-Ramp (Project #4) Maple St Lincoln Av Off' Off On On On T 3-Lane CD Road from Main St EB On-Ramp braid to join SR-91 as a merge ramp (Project #1) to NB/SB 1-15 ~I? From From SB NB 1-15 1-15 HOV/HOT lanes to 1-15/Cajalco Rd (by RCTC 1-15 CIP) ~ 2016 SR-91 Implementation Plan 20 • • Project No: 9 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 • • • Coal Canyon Crossing ~ HOVLane ,& Tolled Express Lane -Existing Lane -Proposed Improvement Lane -Auxiliary Lane r -~ Project #1, #3, #4 - -and #8 Improvements I * Braided Connector 1,: Lanes shown are for the SR-241 /91 Express Lanes Connector (Project #3) ~ 2016 SR-91 Implementation Plan Ultimate CIP: Widen SR-91 by One GP Lane in Each Direction from SR-241 to SR-71, and SR-91 Improvements East of 1-15 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 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 (now part of RCTC 1-15 CIP), and northerly to 1-15/Hidden Valley Parkway (now part of Project #8). Due to economic conditions, a Project Phasing Plan was developed to allow an Initial Phase (Project #1), with reduced improvements, to move forward as scheduled, with the remaining ultimate improvements to be completed later. The following is a summary of the proposed ultimate CIP improvements: SR-91 general purpose lanes from 1-15 to Pierce Street; and SR-91 general purpose lanes from SR-241 to Green River Road. 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. The 1-15 Express Lanes to be extended from Ontario Avenue to Cajalco Road are included in RCTC's 1-15 Express Lane Project with an anticipated completion date in 2020. 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 #1), the SR-71/SR-91 interchange (Project #4), the SR-241/91 Express Lanes Connector (Project #3), SR-9111-15 median North Direct Connector and 1-15 Express Lanes North to Hidden Valley Parkway (Project #8), and RCTC's 1-15 Express Lane Project. 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 but may need to be revisited at a future date. The Ultimate Project is currently discussed in the environmental document for the Initial Phase that was completed in 2012. County Line On 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 #4) On Ultimate project widens all SR-91 lanes to standard lane and shoulder widths from SR-241 to SR-71 Auto Center Dr Maple St Lincoln Av Main St Off Off' Off Off On On On On HOV/HOT lanes to 1-15/Hidden Valley Pkwy (Project #8) l On I ..... ·--I I ....... I I ,....... y I I . I Off On Off \On Serfas Club Dr Lane shown is for Green River Rd EB SR-91 On-Ramp (Project #4) On Off 3-Lane CD Road from Main St EB On-Ramp braid to join SR-91 as a merge ramp (Project #1) On On From From SB NB 1-15 1-15 ~ HOV/HOT lanes to 1-15/Cajalco Rd (by RCTC 1-15 CIP) 21 • • SECTION 3: APPENDIX A-POST-203 5 AND CONCEPTUAL PROJECTS Concepts for potential Post-2035 implementation (potentially earlier if funding becomes available) 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; the Irvine-Corona Expressway {ICE) 4-lane facility from SR-241/SR-133 to 1-15/Cajalco Road (formerly known as MIS Corridor B), WB SR-91 to SB SR-55 Connector Improvements , and EB SR-91 Fifth Lane Addition at SR-241 These 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 MIS Corridor A concept may incorporate projects being developed in the earlier programs as concept components. Appendix Concept No . A-1 A-2 A-3 A-4 A-5 Concept Summary (Implementation Year) Cost ($M) Elevated 4-Lane Facility (MIS Corridor A) from SR-241 to 1-15 (Post-2035) 2,720 Anaheim to Ontario International Airport Maglev High Speed Rail (Post-2035) 2,770-3,200 Irvine-Corona Expressway {ICE) 4-Lane Facility from SR-241 /SR-133 to 1-15/Cajalco Road (Post-2035 ) 8,855 WB SR-91 to SB SR-55 Connector Improvements (Post-2035) EB SR-91 Fifth Lane Add ition at SR-241 SUBTOTAL Figure 3-1 -Summary of Concepts for Post-2035 Implementation ' Bernardino ', CHINO ', HILLS '",,,,, " l~ ' \. \ \. \ \. ' \. \. 75-150 31 14,451-14,956 'CORONA , i ' : 'o~,., ... ~ ., ... ~•c-~~C:~ To/From '-.:::5 -.: SR-241/SR-133 ~ 2016 SR-91 IMPLEMENTATION PLAN 22 Elevated 4-Lane Facil ity (M I S Corridor A) from SR-241 to 1-15 Concept No: A-1 Anticipated Completion: Post-2035 Concept Cost Estimate** Capital Cost * $1,488 ,000 ,000 Support Cost (25%) $372 ,000 ,000 RMI Cost $860 ,000 ,000 Total Project Cost $2 ,720 ,000 ,000 Concept Schedule Conceptual Engineering Pre li minary Engineering Environmental Des ign Construction TBD TBD TBD TBD TBD * Capital costs include $160M for environmental mitigation excluding corresponding support cost , which is included in support cost estimate ** Costs derived from Rivers ide County - Orange County MIS , January 2006 (2005 do ll ars) Concep t Des c ri ption The im prove ments primarily consist of constructing a ne w 4-lane elevated exp ressw ay near or wi th in the Santa Ana Canyon w ith free w ay-to -fre ew ay connectors at SR-241 and 1-15 . The fac il ity may includ e mana ged lanes and potential reversible operations . Key Co n sideratio ns Choice of al ignmen t wi ll be key to determining net capac ity increase. Exte nsive rig ht-of-way (R/W) wi ll be required to implement the improvements if the alignment is not on the SR-91 corridor. If Project #3 or #10 is co nstruct ed and a 4-lane elevated facility is proposed w ithin the median of SR-91 through Corona , then extensive managed lane closu res wo u ld be required dur ing construction (thus temporarily reduc ing SR-91 cap acity during construction). An alt ern ative could be studied for the med ian Corridor A viaduct along with red uced S R-91 geometric standards t o minimi ze R/W impacts. Also , direct connecto rs (such as for High Occupancy Vehicle (HOV) I High Occup ancy Toll (HOT) at 1-15/SR-91 ) to /from th e med ian could be precl uded by Magl ev columns located wit hin the same median area . Caltra ns and Mag lev high way R/W, maintenance , safety, and operations cons id eration s w ou ld need to be analyzed if shared use wi th a Maglev faci li ty w ere purs ued . Additional mit igation costs may be required for improvements to SR-241 and SR-133 as a result of additional Corri do r traffic vo lum es. Corridor A as managed lanes , w ith potential extens ion of 91 Express Lanes to 1-15 (Project #3 and #10 ), may affect traffic distribut ion due to "parallel" tolled faci li ties . Benefits • The con cept w ould provide significant congest ion relief by allowin g vehicles to byp ass the at-grade free way lanes and local arterial inter ch ang e s b et w een SR-241 and 1-1 5 . Connections are prop o se d d ir e ct ly betw een SR-9 1, SR-241 , and 1-15 . ~ Sh ld 2 W B Lanes Me~ian 2 EB Lanes Abbreviations: WB = Westbound EB = Eastbound Sh ld Elevated 4-Lane Facility (M IS Corridor A ) Cross -Se ction ~ 2016 SR-91 Implementation Plan Current Status This concept is ident ified in the Riverside County -Orange County Major Investment Study (M IS ) as part of the Locally Preferred St rategy to improve mobility between Riverside County and Orange County. No project development work is planned at th is time 23 • • • Anaheim to Ontario I nternational Ai r por t Maglev H i gh Speed Rail Concept No: A -2 A ntici p ated Completion: 2035 Concept Cost Estimat e* Total Cap ital Cost , Low $ 2 ,770 ,000 ,000 Total Capital Co st , High$ 3,200 ,000 ,000 Concept Sch ed ule To be determ ined * Concept costs from American Mag li ne Group (2012 dollars) Co ncept De s c ript ion Proposals for a ne w super-speed tra in co rridor from Anaheim to Ontario are included in this concept. Th is concept includes an alternative that w ould use SR-91 right-of-w ay, or w ou ld be aligned adjacent to SR-91 right-of-way , or could potent ially be co-located w ith the Ma jor Investment Study (MIS ) Corridor A (Concept #A-1) alignment. Another alignment opportun ity is being investigated along SR-57 . Key Con s i de r atio ns Alternative alignment impacts to SR -91 ri ght-of-w ay enve lope and /or Santa Ana River are undeterm i ned . The choice of a li gnment wi ll potentially impact MIS Corridor A (Concept #A-1 ). Right-of-w ay (R/W ) wi ll be required to implement the improvements . Potentia l considerations for co-locating the Magnetic Lev itation (mag lev ) train adjacent to Corridor A (and also SR-91 ) include providing a two-column structure wi th a barrier between the tra ins and vehicles . Caltrans and maglev high w ay R/W , maintenance , safety , and operations cons iderations would need to be analyzed if shared use w ith a maglev facility were pursued . See the MIS Corridor A (Project #11 ) for additiona l cons iderat ions . Coordinat ion wi th Metrol ink improvements (Project #9 ) w ill be required . B enefits The concept w ould provide congestion re li ef by provid ing a d i rect high-speed /high-capacity connection wi th Onta ri o International Airport for Orange County air passengers and business next-day de li ver ies . Maglev w ill make the trip in just 14 .5 minutes . Rel ieves congestion on SR-91 by prov iding add it ional capacity in the co rridor. Current Status Pre li minary des ign , eng ineering and Phases 1 and 2 of a Prelim inary Envi ronmental Impact StatemenUEnv ironmenta l Impact Statement (PEIS/EIS ) are completed . Congress has approved $45M in SAFETEA-LU for the environmental phase of the project. The Anaheim to Ontario segment is included in the "Constrained " Plan of the Southern Ca l iforn ia Assoc iation of Governments (SCAG ) Regional Transportat ion Plan (RTP ) passed in April 2012 . Construction fund ing of up to $7 billi on has been identified through a loan comm itment from the Ch ina Export-Import Bank . L EGE ND -Existing Highway -High Speed Rail Representative Alignment ' tOS ANG1lfS COUNTY ' ---------------------------~ ·' , ! ..... F ;. .• 'tr '!:-..f. ' ProP-_OHd ~heim to OntX>nfari4 (dlgnment~ \:. j ' ,.; ..... ' l "".. ·~ f Corona ~ REPR ESENTATIVE ALIGNMENT SHOWN FOR ILLUSTRATIVE PURPOSES ONLY ~ 2016 SR-91 Implementation Plan 24 Irvine-Co rona E xpressway (ICE) 4-Lane Facility fro m SR-241/SR-133 to 1-15/Cajalco Road Concept No: A-3 Anticipated Completion: Post-2035 Concept Cost Estimate * Capital Cost $ 7 ,675 ,000 ,000 Support Cost $ 880 ,000 ,000 R/W Cost $ 300 ,000 ,000 Total Project Cost $ 8,855 ,000 ,000 Concept Schedule Geotechnical Feas ibility Preliminary Engineering Environmental Design Construction Completed TBD TBD TBD TBD • Costs derived from the Feas ibility Eva luation Report (2009 dolla rs) LEGEND Existing Highway == IC E (Corridor B) Representa tive Al ignment NOTE: REPRESENTATIVE ALIGNMENT SHOWN FOR ILLUSTRATIVE PURPOSES ONLY a. 2016 SR-91 Implementation Plan Con cept Des cri pt io n The imp rove men ts primari ly cons ist of construct ing a high w ay and rail fac il it y th roug h th e Cleveland National Forest w ith free w ay-to-free w ay conn ectors at SR-2 41 /SR-133 and 1-15 /Cajalco Road . The facility w ould esse ntia ll y be a con tinuation of SR-133 on the w est end of the corridor, to 1-15 on t he east end. Key Co nside rati o ns The t un nel co ncep t is techn ically feas ible based on the geotechn ica l inves tig at ion com pl eted in December 2009 . The in itial project phase would be the co nstruction of one 2-lane high way tunnel and one rail tunnel. The seco nd proje ct p h ase w ould include construction of a second 2-lane high w ay tun nel. A dd it ional technical stud ies and geotechnical borings w oul d be ne eded to refine the tunnel al ignments and grades . Costs associated with th e Irvine-Corona Expressw ay (ICE) tunnels are based on the Feasibilit y Ev aluation Report completed in December 2009. A financial anal ys is will be needed for the construct ion , operations and toll requi rem en ts of th e ICE tunne ls. Bene fit s The con cept wo ul d prov ide sign ificant congestion re li ef by provid ing an altern ati ve ro ute between Orange and Riverside count ies and would all ow vehi cl es to bypas s SR-91 between SR-241 and 1-15. The concept w ould not disru pt SR-91 traffic during construction and would allo w for additiona l route se lectio n fo r inc ident management , emergency evacuation , and for contin uity of th e hig hway network by link in g SR-133 to 1-15 . Cu rre nt Stat us • On A ug ust 27 , 2010 the Riverside Orange Corridor Authorit y Board took actio n to defer additiona l study of the ICE concept until such t ime as finan cia l co n sid erations improve and /or technolog ical advancements w ar ra nt ree xa mi nation. Revie w of the concept shall be done annual ly thro ugh the SR-9 1 Implementation Plan update to determine if any of the majo r assum ption s wi th regard to financial considerations , private sector in terest, or te c hno logical advancements have changed to make the tunnel finan ciall y via ble. (See "ICE status summary " for further d iscuss ion ). • 25 WB SR-91 to SB SR-55 Connector Improvements • Concept No: A-4 Anticipated Completion: Post-2035 Concept Cost Estimate* Total Project Cost, Low $ 75,000,000 Total Project Cost, High $ 150,000,000 Concept Schedule Conceptual Engineering Preliminary Engineering Environmental Design Construction TBD TBD TBD TBD TBD Note: Project costs derived from the SR-91 PSR/PDS between SR-57 and SR-55 (2014 Dollars), and excludes support and R/W costs . PLACENTIA YORBA LINDA ANAH ElfVl SR-55/SR-91 VILLA PARK A 2016 SR-91 IMPLEMENTATION PLAN Concept Description The project consists of operational improvements by modifying the connector to SB SR-55 from WB SR-91 . The improvements would extend to Lakeview Avenue to the east and would include a new connector from WB SR-91 to SB SR-55 as a right-hand exit. Key Considerations Right-of-way impacts, detailed SR-55/SR-91 interchange improvements, and downstream impacts to SR-55 require further evaluation in a subsequent phase of project development. Conceptual design of SR-55/SR-91 would be coordinated with completed improvements at SR-91 and Tustin Avenue (Project #B-5), and with the SR-91 Environmental Study Improvements from SR-57 to SR-55 (Project #5). The study for Project #5 is currently being conducted which includes the SR-55/SR-91 interchange area , however, that project 's objective is to primarily improve operations of the SR-91 between SR-55 and SR-57. Operational enhancements between SR-55 and Lakeview Avenue by Project #5 may provide some benefit for SR-55/SR-91 by addressing WB SR-91 weaving issues . Benefits Interchange improvements are anticipated to provide congestion relief for SR-91 traffic and potentially improve the connection from WB SR-91 to SB SR-55. Downstream impacts to SB SR-55 would need to be carefully evaluated . Current Status SR-55/SR-91 project information was derived from the Final Alternatives Evaluation and Refinement Report , December 2005 , by the Riverside County -Orange County Major Investment Study (MIS). Focused SR-91/SR-55 conceptual engineering needs to be scheduled. However, initial conceptual engineering was also studied as part of the SR-91 Feasibility Study Between State Route 57 and State Route 55 Interchange Areas in June 2009 . I \ CHIN O HILL S 1.a I ,--- I l ~ \ \ \ \ \ \ "\ \ NORCO COR ONA \ \ "\ \ \ \ '\ \ ' Concept No: A-5 Anticipated Completion: TBD Concept Cost Estimate* Capital Cost $ 25 ,000 ,000 Support Cost (25 %) $ 6 ,250 ,000 R/W Cost $ 0 Total Project Cost $ 31 ,250 ,00 Concept Schedule Conceptual Engineering TBD Preliminary Engineering TBD Environmental TBD Design TBD Construction TBD * This project currently does not have an identified funding source(s) for any of the project development phases ; however, District 12 has indicated th is is one of its top priority projects . LEGEND -Ex istin g Hi g hway -Inte rcha nge/Ra m p ~ Toll ed E xpress Lan e -Ex isting Lane -Proposed Im p roveme nt La ne ':_ -_ -_J Project #3 Improveme nts EB S R-91 Fifth Lane Addition at SR-241 Concept Des cri pti on The loca t ion of t he proposed EB SR-91 fifth general purpose (GP add iti o n (T he Se g ment) is on EB SR-91 from Weir Canyon Road to the SR-24 1 Con nect or. The Segment consists of 4 (four) GP lanes and 2 (two) mana ged lan es (9 1 Express Lanes). Upstrea m (w este r ly) from The Segment the EB SR-91 has 5 GP lanes and the 5th lane drop s to the SB SR -241 Connector as some traffic volume ex its to the SB SR -241. Downstream from The Segment the EB SR-91 gains the 5th la ne back as the NB SR -241 Connector merges with SR-91 in a dedica ted lane add iti on . Th is 5th lane continues beyond the Riverside County line provi d ing enh anced mobility . Key Con s ide rati ons This seg men t wit h 4 GP lanes might be creating a traffic choke point due to the decrease of c apacity , potentially contributing to traffic delays passing thro ug h t hi s seg me nt along with other traffic issues such as queue jumping , weavi ng, merg ing and operational speed differential. However , additional traffic from N B S R-241 to EB SR-91 and Gypsum Canyon Rd on-ramp suggest bala ncin g th e nu m ber of lanes should be carefully examined . As such , additi ona l ca pacit y may enhance EB freeway operations along this Segment. Bene fit s 1. Ex tends th e ex isting 5th EB GP lane easterly and ties it to the existing 5th lan e down st re am. This could provide capacity enhancement and may res ult in re mov in g an existing choke point. 2 . Po tenti ally pro vide eastbound lane balance at high traffic demand area . Curre nt Stat us I Add it ional tra ffic analysis and study is required to confirm t he benefits SR-9 1 by th e pro posed improvements. This location was ident ified y Calt ra ns as a hig h congestion location in the County . T he concept is intended to im p ro ve t he c hoke po int that exists due to the presence of a 4 lane segm ent between 5 lane freeway segments . This project currently does not have an iden tified funding source for any of the project development phases ; howe ver, t his co ncept is a District 12 top priority project. Lanes sh own are fo r the SR-241/91 Express Lanes Con nector (Project #3) Off On 20 16 SR-91 IMPLEMENTATION PLAN • • 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 im provements , etc.). Appendix Project Improvements Constructed Project No. B-1 Green River Road Overcrossing Repla cement March 2009 B-2 North Main Street Corona Metrolink Station Park ing 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 in g a 5th GP Lane in Ea ch Direct ion December 2012 B-5 SR-91 WB Lane at Tust in Avenue April 2016 B-6 Metrolink Service Im provements June 2016 ~ 2016 SR-91 Implementation Plan 28 Gree n Ri ver Road Overcrossing Replacement • Appendix Pr oject No: B -1 A ctua l Com p l et ion : Mar c h 2009 Proj ect Cost s Capital Cost Support Cost RJW Cost Total Project Cost Proj ect Schedu le $ 21 ,000 ,000 $ 3 ,000 ,000 $301 ,000 $ 24 ,30 1,000 Preliminary Engineering Completed Env ironmental Design Construction Completed Completed Completed Proj ect Sc hedu l e Ca ltrans Equiva le nt s: Pre liminary Engineering =PIO Environmental = PNED Design = PS&E A b b r eviations : CD = Collector Distributor Lane FTR =Future HOV = High Occupancy Vehicle SHLD = Shoulder 77' 138' Proj ect Descripti o n Imp rovem ents primarily consist of replacing the existin g Green Riv er Road overcrossing with a new six-lane wide, 4 -span ove rcrossing to accommodate future w idening of SR-91 . The inte rior spans will accommodate up to e ight mainline lanes in eac h direction includ ing two HOV lanes . The exterior spans can accommodate two lanes , either for auxili ary lanes or collector dist ributo r roads . Entrance and exit ramps will be realigned and w id ene d to accommodate the new bridge , yet the interchange w ill reta in its current configuration. New signals will be installed at the ram p in tersections. Ramp and bridge improvements w ill be con stru cted within existing right of way. K ey Co nside r ations De s ign interface is required wi th the Eastbound Lane Addition fro m S R-241 to SR-71 , SR-71 /SR-91 Interchange Improvements , SR-91 Corridor Improvement Project , and S R-241/SR-91 HOV/HOT Connector. Be nefits The proj ect w ill improve the leve l of service at ramp and loca l stre et in tersections at the interchange . Improvements w ill reduce ram p queues that extend into the free w ay's general purpose • lan es , th us contributing to congestion re li ef on SR-91 . Cu rren t Statu s The proj ect began construction in March 2007 and w as co mple ted in March 2009. t i i i 138' /Ne w Bridge i i i 79' ! ! l !Ii i : ! i i~j "°'i.,)!""i "°'L.J ! ! l !""imln.i~i.,_j ,,.j,,.;,,.; !s':o: ~ ~!~ l !~O:~ &:::LNE LAHE:L»fElw.!ji.LNE!v.HE:SHl.Q\ :SMLD:LANElL1tHE:-'Jt>HE :wot!LAM F::VHE !w«!lAHE:S...0: I :SMU>i IX>: CD iSHU>\ !t0';1T 1Ti10·: !1 0·:1:r 12'!12· 1xl1:r!1r ;ri n l.J!_:10'f .t0'!1:r:12·:.c:1 rJ1r:12':12·:ff :tz-!1 0'!'1~1 0-:1 T !1x :1 0·: WB • EB GREEN RIV E R BRID G E CROSS -S ECT ION NO T E: All dimensions are approxi mate • ~ 2016 SR-91 Implementation Plan 29 • North Main Street Corona Metrolink Station Parking Structure • • Appendix Pr oject No: B-2 Actu al Complet ion : J une 2009 Project Costs Cap ita l Cost $ 20 ,000 ,000 Support Cost $ 5 ,000 ,000 R/W Cost $0 Tota l Project Cost $ 25 ,000 ,000 Pr oj ect Sched ule Preliminary Engineering Completed Environmental Completed Des ign Completed Construction Completed YORBA LINDA PLACEr TIA ~ 2016 SR-91 Implementation Plan Pro ject Descri p tio n The project provides a six level parking structure wi th 1,065 park ing stalls . The construction is within the exist ing North Main Street Metrol ink station property in Corona . Key Cons id erati ons Proposed imp rovements w ere constructed within exist in g right of w ay. Currently there are 700 users of the facility, 200 more that w ere previous 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 perm its for carpoolers to use the expanded stat ion . Th is shows an added benefit of supportin g carpooli ng as w ell as transit to offset congestion on SR-91 . Benefit s Demand for parking currently exceeds the capac ity at the North Main Street Corona station . New parking capacity will allow Metrolink rid ership to increase thereby div ertin g vehicle trips from SR-91 . Current S t atus Construction w as ini tiated in January 2008 and w as completed in June 2009 . The project was funded wi th Fede ral Congestion Management and Air Quality (CMAQ ) funds . Q-ilNO HILLS f'.K)RCO 1 I~ l CORCtJA M;t~rnk Parkin g Structur\ ' \ 30 Append ix Pro ject No: B-3 Actual Com p let ion: Se pt ember 2010 Proj ec t Cost Es tim at e Cap ital Cost Support Cost R/W Cost Total Project Cost Proj ect Sched ul e Preliminary Enginee ri ng Environme ntal Design Construct ion LEG END -Ex isti ng Highway -Interchange/Ramp -Coun ty Line -HOV or HOT Lane 0 -~,, Existing Lane $ 41 ,000 ,000 $ 8,000 ,000 $ 2 ,200 ,000 $ 51 ,200 ,000 Comp leted Completed Completed Comp leted -Project Improvement Lane -Existing Interchange Eastbound La n e Addition from SR-241 to SR-71 Projec t Des cri ption Th e proj ect will prov ide an additional eastbound (EB ) lane from the SR-91 /SR-241 in terchange to the SR-71 /SR-91 interchange and w ill wid en all EB lan es and shoulders to standard wi dths. Ke y Cons i derations Co ordi nat ion wi th the SR-91 Corridor Improvement Proj ects (Project #3 and #1 1) w ill be requ ired . Staged construction would be requ ired for all ra mp recon struct ion and free way w idening . Free way operations would most likel y be affecte d by this project , ho wever, f reeway lane clo s ure s a re not antic ipated . An EB concrete shoulder will be co nstructe d with a 12 foot w idth to prov ide for future wi dening as co nte mplated by Proj ect #3 and #11 . Benefits Th e lan e addi ti on would hel p to alleviate the weav ing cond ition be twe en SR-241 and SR-71 , as well as re move vehicles from the SR -91 ma in line that wou ld be ex iting at Green River Road and SR-71. Cu r re nt St atu s Fu ndi ng is f rom the American Recovery and Re in vestment Act (ARRA ) wi th $7 1.44 M approved , and the balance of project costs are f rom • ot her sources . Construction began in la te 2009 and w as completed in • Se pte mbe r 201 0. County Line Green River Rd On Off On Off . J ~~~~~1 -v __ l-_-__ , On • ~ 2016 SR-91 Implementation Plan 31 • Appendix Project No : B-4 A ctual Com p le tion: January 2013 Project Costs Capital Cost Support Cost R/W Cost Total Proj ect Cost Proj e ct Schedule $ 65 ,005 ,000 $ 19 ,639 ,000 $ 573 ,000 $ 85 ,217 ,000 Pre limi nary Eng ineering Completed Environmental Completed Design Comp leted Construction Completed LEGEND -Exis ting Highway -Interchange/Ramp -Existing Interchange -HOV or HOT Lane Exis ting Lane -Project Improvemen t Lane -Auxil ia ry Lane Lakeview Av Off On Off On I On Off Widen SR-91 between SR-55 and SR-241 by Adding a 5th GP Lane i n Each D i rection Proje ct De scr i p tion This project proposes capacity and operational improvements by add ing one general purpose (GP ) lane on eastbound (EB ) SR -91 from the SR-55/ SR-91 connector to east of the Weir Canyon Road interchange and on westbound (WB ) SR-91 from just east of We ir Canyon Road interchange to the Imperial High w ay (SR-90 ) i nterchange . Add itionally , this project w ou ld facilitate truck traffic app roach in g the truck scales in both directions . Key Considerations Ca ltrans is not cons idering relocation of the truck scales at this time. Ben efits A ll eviates congestion on WB SR-91 by eliminating the lane d rop at the truck sca les and providing a continuous GP lane to SR-90 . Alleviates conges ti on on EB SR-91 by elimi natin g th e lane drop for northbound (NB) SR-55 at SR-91 by providing an auxi liary lane to Lakev iew Avenue , and at SR-90 by providing a continu ous GP lane through Weir Canyon Construction was comp leted in January 2013 . The project rece ived $22M of Corridor Mobility Improvement Account (CMIA ) fund i ng and $74M of State Transportation Improvement Program (ST IP) Augmentation funds. 0 ~ypsum Truck Scales Weir Canyon Rd on/ _C;nyon Rd On Off On Off On Off Off On o;-------0 • NOT E: FAIRMONT BLVD IS CONTINGENT UPON IMPLEM ENTATION OF THE PROJECT ~ 2016 SR-91 Implementation Plan 32 Appendix Project No: B-5 Actual Completion: Apri l 2016 Project Cost Estimate* Capital Cost Support Cost RN./ Cost Total Project Cost Project Schedule Preliminary Engineering Environ mental Des ign Construction LEGEND -Existi ng Highway -In te rchange /Ramp -Co unty L in e ~H OV Lane ,&. To ll ed Exp ress La ne -Ex istin g Lane $ 22 ,218 ,000 $ 16 ,382 ,000 $ 4 ,682 ,000 $ 43 ,282 ,000 Completed Comp leted Comp leted Comp leted -Prop osed Improvement Lane SR-91 WB Lane at Tustin Avenue Proj ec t Des cripti on The proj ect will add a westbound (WB) auxi liary lane on SR-91 beginning at t he northb oun d (NB ) SR-55 to WB SR-91 connector through the Tustin Ave nu e inte rcha nge. This project includes app roximately 1.1 lane miles. Key Co nsiderations Bu il d A ltern ative 3 was se lected from the Project Study Report (PSR ), On We s tbound (WB) SR-91 Auxiliary Lane from th e Northbound (NB) SR-55/WB SR-9 1 Connector to the Tustin Avenue Interchange, and req uire s ad ditional ri ght-of-way . City of Anahe im utilities are w ithin close p ro x im ity of the proposed wi dening section . Widening of the Santa Ana River b ri dge is required . Coord inati on with the C ity of Anahe im occu rr ed for widenin g of Tustin Avenue and the WB SR-91 Off-Ramp that w as co mpl et ed in ear ly 2011 . Be n efit s The p roj ect wo ul d reduce or elimi nate operational problems and defic ie ncies on thi s section of WB SR-91 including weaving and merging ma neu vers . This project w ould also address choke-point cond itions , w hi c h are c ause d prima r ily by extens ive weav ing between the NB SR-55 to W B S R-9 1 co nn ector and the WB SR-91 off-ramp to Tustin Avenue . Cu r ren t Sta tus Pre li mi nar y en gi neering w as comp leted and approved by Caltrans . T he e nv iron men tal ph ase was completed in November 2010 , and design was co m pl et ed in mi d-2013 . Construction was ini tiated in February 2014 . The project rece ive d $14M from the Proposition 18 State-Local Partnership • Progra m (S LPP), $14M from Measure M , wi t h the balanc e from Regional Improvement Pro gram (RIP ) funds . Contract acceptance and open to traffic in Ma y 20 16 . Tustin Av Lakeview Av On Off O n Off • ~ 2016 SR-91 Implementation Plan 33 • • Appendix Project No : B-6 A ctua l Co m pletion: 2016 Proj ect Cost Es tima t e* IEOC Serv ice Cost Perris Vall ey Line Cost Total Metrolink Costs Proj ect Sch edule Comp lete 2016 $1 ,160 ,000 $ 248 ,000 ,000 $ 249 ,160,000 * Costs from OCTA and RCTC (i n 2015 dollars ) Metrolink Service Improvements Proj ect Description Orange County Transportation Author ity (OCTA ) and the Rivers ide County Transportation Comm iss ion (RCTC ) are coordinating on the implementation of add itiona l commute r rail service on the Inland Empire -Orange Cou nty (I EOC ) Line , whi ch operates be tw een Oceanside and San Berna rdino . The ongo in g success of the IEOC Line serv ice and significant freeway construction on pa rall el corridors w ou ld bolster potential g rowth on Metrolink. Currentl y, there are sixteen (16 ) daily tra ins that run on the IEOC Line and nine (9 ) trains running on the 91 Line for a tota l of 25 daily trains. The re will be an addit ional two IEOC roundtri ps by late 2015 . The long-term serv ice improvements will include 24 IEOC trains by 2030 . Construction began in October 2013 and w as opened to riders in early in early 2016 on the $248 ,300 ,000 Perri s Vall ey Line (PV L ), whi ch will exp and Metrolink commuter rail service on the 91 Line (Riverside to Los Angeles , via Fu ll erton ). The new serv ice will extend 24 miles from dow ntown Rive rside to south Perris and will add four ne w stations along the route . The PV L is expected to open to riders by December 2015. The project is located w ithin the ri ght of w ay of the ex isting San Jacinto Branch Line through Rivers ide , Moreno Vall ey and Pe rri s. The PVL is the first extension of Metrolink se rvi ce s in ce the Antelope Vall ey Line w as built in 1994. The initial schedu le (December 2015) has nine trains through to Los Ange les and 12 between Perris and Riverside . Key Cons iderations The long-term plan (by 2030) adds more serv ice by construct in g additiona l stat ions . The City of Anaheim is also propos in g Anaheim Canyon Station improvements for a second track and platform to be im plemented as part of the long-term p lan . The City of Placentia is cu r rent ly in the environmenta l phase fo r a new Metrolink commuter rail passenger station and parkin g lot to be constru cted as part of the long -term plan. Benefits Enab les deve lopment of expanded Metrolink serv ice and im pro ves efficiency, whi ch w ill contribute to congestion re li ef on SR-91 . Current Statu s Two add it iona l IEOC Line roundtrips w ere added in late 2015 and nine trains from the expanded PVL w ere added early 2016 . DAILY TRAINS Ex isting · 25 20 16 27 YORBA .......... .._ LINDA DAILY TRAINS Existing . 16 2016: 18 , " .. ..... ,. Bernardino CHINO HIL.LS ~ NORCO CORONA • c {Co• J £" ,,,,,,~~- •.. ~ 2016 SR-91 Implementation Plan 34 SECTION 5: The following documents and resources were used in th e de velo pment of the 2016 Plan . Data was provided by OCTA , RCTC , Caltrans Districts 8 and 12 , Transportation Cor ridor Age ncies (TCA), other agencies and online resources . Rivers ide Transit Agency , Ten-Year Transit Network Pl an, Janu ary 22, 2015 PSR-PDS on Route 91 Between SR-57 and SR-55 , Octobe r 20 14 PS&E for "Westbound State Route 91 Auxil iary Lane fro m the NB SR -55/WB SR-91 Conne ctor to the Tustin Avenue Interchange ", 2014 PS&E for Initial SR-91 CIP Project , 2014 Cal ifornia Transportation Commission , Corridor Mobil ity Impro ve men t Account (CMIA), Amended December 2012 M2020 Plan (Measure M), September 2012 PSR-PDS for SR-241 /SR-91 Connector , January 2012 Project Report and Env ironmenta l Document (EIR/EIS ) fo r SR-91 CI P from SR-241 to Pierce Street Project , October 2012 PS&E "On State Route 91 Between the SR-91 /SR-55 Int erch ange and the SR-91 /SR-241 Interchange in Orange County ", Apr il 2011 Corridor System Management Plan (CSMP) Orange Co unty SR -91 Corr idor Final Report , August 2010 Project Study Report/Project Report "Right of Way Relin quish men t on Westbound State Route 91 Between Weir Canyon Road and Coal Canyon ", May 2010 • SR-91 /Fa irmont Boulevard Feas ibility Study , December 2009 SR-91 Feas ibility Study from SR-57 to SR -55 , Decemb er 2009 Feas ibi lity Evaluation Report for Irv ine-Corona Expres sw ay Tun nels , December 2009 Plans , Specifications and Est imates (PS&E) for Eastbo und SR-91 lane add ition from SR-241 to SR-71 , May 2009 PSR "On State Route 91 Between the SR-91/SR-55 Int erchang e an d the SR-91 /SR-241 Interchange in Orange County ", April 2009 91 Express Lanes Extension and State Route 24 1 Con nect or Feasibi lit y Study , March 2009 PSR/PR "On Gypsum Canyon Road Between the Gy psum Canyo n Road /SR-91 Westbound Off-Ramp (PM 16.4) and the Gypsum Canyon Road /SR-91 Eastbound Direct On-Ram p (P M 16.4 )", June 2008 PSR "On Route 91 from Green River Road to Serfas Cl ub Dri ve in th e City of Corona in Riverside County ", December 2006 Orange County Transportation Authority Renewed Mea sure M Trans portation Investment Plan , November 2006 Riverside County-Orange County Major Investment Study (MI S) -Final Project Report: Locally Preferred Strategy Report , January 2006 Cal iforn ia -Nevada Interstate Maglev Project Repo rt , Anahe im-Ontario Segment ; California -Nevada Super Speed Train Commission , American Magline Group , August 2003 Route Concept Reports for SR-91 , Caltrans Dist ricts 8 and 12 Various Preliminary Drawings and Cross Sections , Ca ltr ans Dist ricts 8 and 12 ~ 2016 SR-91 Implementation Plan 35 • • • PowerPoint Presentation ~ c .. 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OE N- • • SR-91 Implementation Plan • Required by AB 1010 (Chapter 688, Statutes of 2002) and SB 1316 (Chapter 714, Statutes of 2008) • Updated annually to capture projects along SR-91 o 1-15 to SR-57 • Projects categorized by completion year (horizon years) o By 2019 o By 2030 o By 2035 SR-91-State Route 91 1-15 -Interstate 15 SR-57 -State Route 57 D Completed Projects CHINO HILLS BREA m -.;;---ANAHEIM mi TUSTIN IRVINE ,., _ • • CHINO NORCO m \@.....__ CORONA ~Green River Road OverCtoss111g Completed March 2009 St eet Corona (§ NoM Main r Parlung Structure Metrohnk Statoon Comp1"ttlt1 Jun& 2009 r.;;;., EBLanefromSR-241 toSR-71 ~ Compff>tod September 2010 R-55 -State Route 55 EB -Eastbound SR-241-State Route 241 SR-71 -State Route 71 • • Implementation Plan Projects by 2019 BREA CH IN 0 HILLS ~ m CH IN 0 NORCO cfj Implementation Plan Projects by 2019, 2030, and 2035 BREA ~I .,, mi CH IN 0 HILLS m CH IN 0 NORCO m Proiects by 2019 1 Initial Pt!.w CIP W.otn SIU1 by OM GP LM!t in Exn 0.~tioc'I EHtofCitHnR!'4fRO C0Ro.cbtne~1~'SA-91 Onc:t8ou'1 Cor1Mdi:lr (dtitMlnol EMlfu•lantt lo}.1$ .-id SY'lemlOQI ll'!tettN1'19e ~~tnellts (101 TJ 2 E1'"" Bui s.mce ~O¥t,,..nts ~ Orangt '°"'1ry #\d RIW'f'SICle County~20111 l SR2ll~IEAPHSLM1n~l2G19l -Pr"J"cts by 2030 A· SR.I I SIM1 lnWf'Cf\angt Im~ (101lj 5 · SR-91 bttnen SR·~1 #'Id SR-$5 f20~) 6 Mell'Oln~ ~ 81\d S'8110ft ltl'\pOloletnef\ts (20J0j -Proiects by 2035 CIP -Corridor Improvement Project GP -General purpose Rd-Road CD -Collector-distributor SR-71-State Route 71 ~ ., . "' -~ ... ~ .. ~ ... -..... , .. ,_ ~ ) llw··· --:_::~i~[ 1L-;!;1fl!i~IJ ~ ,~,--~l~ Vi:=.:~7::..:r.=:~~~EMDn-11~1··········/l//////////; ,,S.:~lA TUSTIN l.RVINE ' .. :::~~=~ .. : .. ~-•J· l//////~///j • • ---- • • Recommendation/Next Steps • Receive and file as an information item • Present Implementation Plan (Plan) to Riverside County Transportation Commission in July • Forward approved Plan to State Legislature • Continue project implementation efforts D • 9. • • • PowerPoint Presentation pafoad luauaaaeidam suds a6essaw oviepeA pue uogemmetioN luauaaned sauel ssaadx3 1,6 auk uo alepdn • ssaadx3 tr • • • l •· ·· Project .Overview , •. • ·~ --·. ..,... " l:°'-(.! '.\ • 91 Express Lanes self-sustaining • Project improvements funded by user tolls/fees • Repave 91 Express Lanes • Ten-mile, four-lane facility • 20 lane-miles in each direction • Replace six changeable message signs (CMS) • Replace channelizers between 91 Express Lanes and general-purpose lanes • Miscellaneous work (e.g., electrical, guardrail, striping, pavement markers, etc.) 2 t////////////////////////////////////l/lll/////////l//////////////ll/////////////l/l//////////////////////////////////////l//////////////////l//////////////////////////////I/////, • Construction Begins: July 2016 • Construction Completion: January 2017 • Estimated ten 56-hour weekend closures to pave entire facility • Estimated five weekends in each direction • 91 Express Lanes closed and rolling closure of #1 general purpose lane • No closures on holiday weekends • Intermittent off-peak, overnight closures of 91 Express Lanes for non-paving work • Subject to change due to unforeseen operational challenges or inclement weather 3 1////l/////////////l///////l//l//////////////////////l////ll//////////////l////l//l/////////////////////////l/////////////////////////////I///////////////////////////////////////, • • • • ::-..: ~ ~ ~ LO ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ 80 ~ ~ ~ ~ ~ ~ ~ ~ • ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ -ut .?!' ~ .. ~ I ~ 'a § ~ ~ ftl 8 ~ i ~ ~ ~ ~ ~ 0 ~ -~ 0 ~ ~ ~ ~ • ~ GI ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ' • • · P.ublic Communication and Outreach· Goals . ; .. ,· ·f " ! • Establish and sustain project awareness among stakeholders • Engage and update news media and traffic reporters .. • Inform motorists and the public of construction activities, closures, progress, and safety requirements • Promote alternate routes and modes of transportation • Preserve customer relations • Highlight 91 Express Lanes capital improvements are self-funded 6 l////ll/l/////////////////////////////lll/l/l//lllllll/l//l//l/llllllllll/ll/llllll/llllllll/lllllllllll/l//l///ll/////l//ll//l/////////////////////ll/l/ll/ll//lllllll//lllllll//, Board and Government Relations • Briefings • Project updates, message and talking points • Liaison • Social media, collateral materials, support staff ti) Community Outreach • Permanent and portable changeable message signs • Direct local and regional outreach • Digital communications 0 Webpage 0 E-blasts 0 Social media channels • Direct mail and community canvassing • Advertising/media buy • Communication toolbox • Media Relations • Media advisories • Press releases • Updates, briefings, and interviews • Crisis communications Partnerships and Collaboration • Scalable communications 0 Messaging on partner websites 0 E-blasts to constituents 0 Social media channels • Ongoing feedback, collaboration, problem-solving BE AWARE, PREPARE & SHARE! 7 1//////l/////////////l////////////l///l///ll//////////////l//l////////////////////l///////l//////////////////////l////l/////////////////////////////l/////l//////l/////////////ll/, • • I J co • • • • • 10. • • PowerPoint Presentation '-0 ......., (.) 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SR-91 commuters 241 Toll Road customers 91 Express Lanes customers SR-91 -State Route 91 2 • 241 Toll Road serves as vital link between the Inland Empire and Orange County • RCTC's extension of the 91 Express Lanes to 1-15 allows for seamless Express Connector traffic flow • Caltrans, TCA, OCT A, and RCTC partnership and collaboration to improve 91 corridor throughput • Anaheim Hills, Yorba Linda, and Corona • Existing general purpose lane transition will not change o Two eastbound lanes from 241 Toll Road to SR-91 general purpose lanes TRANSPORTATION CORRIDOR AGENCIES m OCTA o Two westbound lanes from SR-91 general purpose h-lanes to 241 Toll Road I ~ --......._ RCTC -Riverside County Transportation Commission 1-15 -Interstate 15 Caltrans -California Department of Transportation TC.ransportation Corridor Agenc • 3 • Build alternative -Proposed median-to-median tolled connector providing direct access from 241 Toll Road into 91 Express Lanes • Proposed Project Benefits o Reduce traffic congestion by offering additional choice for drivers through the corridor o Enhance safety by reducing weaving across multiple lanes o Improve access between time-saving toll lanes in Orange County and Riverside County 4 • Release draft supplemental environmental document for public circulation in Summer 2016 o 60-day review period o Host public hearing workshop in project area o Broadcast virtual hearing during and after workshop • Participate in community events o Anaheim Hills Summer Concert Series o Yorba Linda in the Canyon Summer Concert Series o Corona Summer Concert Series • Distribute information door-to-door within project area • Implement news media and social media outreach • Brief local cities, transportation partners, chambers, property owners, businesses and civic groups • • .5 • Project Report o Draft-June2016 o Final -July 2017 • Draft Finance Concepts -June 2016 • Draft SEIR/EIS Public Review -Summer 2016 • Key Policy Issues Approval -August 2016 • Draft Finance Plan -August 2016 • Final Design Contract o NTP-August 2016 o Complete -October 2017 • Construction I Advertise -November 2017 SEIR/EIS -Supplemental Environmental Impact Report/Environmental Impact Statement NTP -Notice to Proceed 5