Washington Court Hotel525 New Jersey Avenue, N.W.

Washington, DC 20001July 8 -10, 2009

State of Good Repair Roundtable

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Second Largest Rail Transit System

Fifth Largest Bus Network

Serves a population of 3.5 Million

One of the new generation heavy rail systems, with BART and MARTA, reaching mid-life.

Metro System

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MetroRailEngineering Design Began 1967

Construction Began 1969

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Red Line Opened March 27, 1976

MetroRail

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Current System Completed Dec 18, 2004

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• 106.3 Miles• 86 Stations• Subway: 50.5 miles, 47 Stations• Surface: 46.3 miles, 33 Stations• Aerial: 9.2 miles, 47 Bridges, 6 Stations• 588 Escalators, 232 Elevators• Parking Structures: 21• Rail Yards: 9

MetroRail

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Formed by the purchased of four separate bus companies in 1973

Assets were acquired over a period of 90 years:•Bus garages•Storage areas•1000 bus shelters•Radio system•Associated support facilities and equipment

MetroBus

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Capital Improvement Plan History

1998 F.R. Harris Report - Twenty Year Capital Improvement Plan − Capital asset database

− Infrastructure renewal requirements

November 2002 - Ten Year CIP (FY04 - FY13), $12.2 billion “MUST DO” Infrastructure Renewal

– “NEED TO DO” Systems Access and Capacity

– “SHOULD DO” System Expansion

System Access, $2.9

Infrastructure System Renewal, $3.3

Expansion, $6.0

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Capital Improvement Plan History

October 2004- Metro Matters($2.7 Billion for FY05 -FY10) - Fully funded “MUST-DO”

- Partially funded “NEED-TO-DO”- No funding for “SHOULD-DO”

January 2005 - COG Blue Ribbon Panel (FY05- FY 15) - Capital Needs: $800 Million per year

- Capital Revenue: $500 Million per year- Shortfall: $300 Million per year

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State of Good Repair – Going Forward

• The Metro Matters agreement established an average level of capital spending of about $500 million annually

• Going forward, a greater need exists just to keep the system in a State- of-Good Repair

• The increased need is due to the following: - For the first time, Metro is faced with the

replacement of a series of railcars.

- Many assets have a 30-year life cycle.

- New or modified capital programs are included, i.e. IT, Metro Access, Employee Facilities. 10

Capital Improvement Plan Inputs

Organizational ConstraintsFinancial

ProcurementTrack

Rights

Long-range Planning Ridership/Capacity forecast

Customer Service Technology

Organization’s Goals

Asset Mgmt Asset Condition

SOGR Replacement Cycles

Capital Program

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Capital Needs Assessment - Overview

What’s included in the capital needs assessment:• 10 year focus• ”Unconstrained” by funding limits • Improvements needed to keep the transit system in a state of good

repair• Improvements that will enhance service and the customer

experience• Increases in rail and bus capacity to meet demand and serve new

markets

What’s not included in the capital needs assessment:System expansion projects: • New rail lines• New stations or station entrances

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State of Good Repair - Asset Categories

1. Rail Fleet

2. Bus Fleet

3. Paratransit Fleet

4. Non-Revenue Fleet

5. Maintenance and Support Facilities

6. Passenger Facilities (Vertical Transportation)

7. Passenger Facilities (Station Facilities)

8. Track and Structures

9. Systems (ATC & Power)

10. Systems (Fare Payment)

11. Systems (Safety & Security)

12. Information Technology 13

Capital Planning Process

CapitalPrioritization and

Programming

Capital PlanningLong-range planAsset ManagementOrganization’s Goals Organization’s

Constraints

Capital Budgeting

Monitoring Implementation

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State of Good Repair Needs - Highlights

• Replacement of 300 1000-Series Cars and Rehab of 100 4000-Series Cars plus Commissioning Facility

• Replace older buses (100 per year) to maintain an average fleet age of 7.5 years

• Maintain the structural integrity of Metrorail bridges, tunnels, platforms, and emergency exits

• Replace 52,800 linear feet of running rail and 30 switches per year, as well as the renewal of other critical track components

• Replace 4 bus garages

• Replace traction power switchgear

• Replace and upgrade AFC equipment system-wide

• Rehabilitate automatic train control

• Comprehensive upgrade of IT data centers and infrastructure

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Resolve Organizational Constraints

Long-range Planning Ridership/Capacity forecast

Customer Service Technology

Organization’s Goals

Asset Mgmt Asset Condition

SOGR Replacement Cycles

Capital Program

Organizational ConstraintsFinancial

ProcurementTrack

Rights 16

Current Practice

• Multiple rehab contracts; multiple contractors

• Track rights conflicts between contractors and

with WMATA Maintenance

• Week-night non-revenue work window 2-1/2

hours maximum

• Low productivity

• Contract delays

• Higher cost 17

New Practice

Track Rights

• Divide the system into segments

• Start with oldest sections first

• Single tracking during week and limited

weekends

• Work in same areas as WMATA Maintenance

• Award one contract to perform all rehabilitation

work in one segment of the system 18

New Practice

Procurement and Financial

Award one contract to perform all rehabilitation work

in one segment of the system.• Reduced Procurement Effort

• Reduced Project Management

• Minimizes Conflicts and Delays

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New Approach: Red Line Contract Breakout

A016

Shady Grove

A017 N Rockville

B012 A015

Twinbrook

Glenmont B011

White Flint

A014

Wheaton

Grosvenor-Strathmore B010

A013

Forest Glen

B009

Red Line Contracts: 1. DuPont to Silver Spring 2. DuPont to Grosvenor 3. Grosvenor to Shady Grove

and Silver Spring to Glenmont Medical Center Silver Spring

A011

Bethesda

B006 Takoma

A010

Friendship Heights

A009 Fort Totten TWO LEVELS

Tenleytown-AU Van Ness- UDC

Cleveland Park B006

Brookland - CUA

A006

Woodley Park-Zoo/ Adams Morgan B004 Rhode Island Ave-

A004 Brentwood

B005

Dupont Circle B003 B003c

A003 B003b

Farragut North B001 New York Ave.- Florida Ave. - Gallaudet Univ.

A002

A001 Union

Metro Center B002 Station

TWO LEVELS Gallery Place- Chinatown Judiciary TWO LEVELS Sq

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New Approach: Bus Facilities and Rail Yards

Current Practice Bus Facilities and Rail Yard Contracts:

•Multiple Contracts for various equipment and facility renovations

Revised Bus Facilities and Rail Yard Contracts:

•Start with oldest first

•Separate Contracts for Rail Yards and Bus Facilities

•Rail Yards would be divided into 3 contracts as follows:• Brentwood, New Carrollton and Alexandria• West Falls Church, Greenbelt, Shady Grove • Branch Avenue, Glenmont and Largo Tail Tracks

•Bus Facilities would be divided into 3 contracts as follows:• Western, Southern and Northern• Landover and Montgomery• Bladensburg and Four Mile Run 21

What is State of Good Repair?

•“‘State of Good Repair” is achieved when the infrastructure components are replaced on a schedule consistent with their life expectancy

• For example: Useful life of a bus is 15 years. In order to sustain a replacement of the fleet on an annual, prescribed, basis 1/15 of the fleet is replaced each year. Annual replacement will grow as fleet grows.

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QUESTIONS?

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