An Asset’s Life Can Be Defined By: • Technical life • Technical state requiring replacement • Commercial life • Legal agreement for charging purposes (e.g., lease) • Financial life • The period over which assets are financially depreciated over their useful economic life 31 | ODOT TAM Workshop
Asset’s Useful Life Benchmark • Useful Life Benchmark (ULB) – the expected lifecycle of a capital asset for a particular Transit Provider’s operating environment, or the acceptable period of use in service for a particular Transit Provider’s operating environment • ULB takes into account a provider’s unique operating environment (geography, service frequency, passenger loads, etc.) • It is not the same as “useful life” for FTA grant programs 32 | ODOT TAM Workshop
Tier II Performance Measures Examples Asset Category Measure Applicability Measure FTA ULB Rolling Stock All revenue vehicles used Age Van = 8yrs; in the provision of public (ULB) Cutaway = transit -- by vehicle 10yrs class/mode Equipment Only non-revenue service Age Lift = 15yrs vehicles with direct capital (ULB) responsibility, no third party assets Facilities Only facilities with direct Condition Maintenance capital responsibility (not (TERM) Facility = bus structures – only 50yrs maintenance, administrative and passenger stations/ parking facilities) 33 | ODOT TAM Workshop
Performance – Key Takeaways • FTA is looking for high level, simple, crude data on the nation’s transit assets. • Where possible this is based on data you’ll already have to hand (i.e. age, fleet size etc.) • You need to know: “Performance” is measured by the condition of your assets • Rolling stock is (actual age) / (theoretical age, i.e. ULB) • Facilities are based on real inspections 34 | ODOT TAM Workshop
Sample Default Vehicle ULBs Revenue Vehicle Type FTA Default ULB Articulated Bus (AB) 14 Automated Guideway Vehicle (AG) 31 Automobile (AO) 8 Over-the-Road Bus (BR) 14 Bus (BU) 14 Cable Car (CC) 112 Cutaway Bus (CU) 10 Double Decked Bus (DB) 14 Ferry Boat (FB) 42 Source: www.transit.dot.gov/sites/fta.dot.gov/files/docs/FTA%20TAM%20ULB%20Cheat%20Sheet%202016-10-26.pdf 35 | ODOT TAM Workshop
Sample Default Vehicle ULBs (Cont’d) Revenue Vehicle Type FTA Default ULB Heavy Rail Passenger Car (HR) 31 Inclined Plane Vehicle (IP) 56 Light Rail Vehicle (LR) 31 Minibus (MB) 10 Monorail Vehicle (MO) 31 Minivan (MV) 8 Other Rubber Tire Vehicles 14 Commuter Rail Locomotive (RL) 39 Commuter Rail Passenger Coach 39 (RP) Source: www.transit.dot.gov/sites/fta.dot.gov/files/docs/FTA%20TAM%20ULB%20Cheat%20Sheet%202016-10-26.pdf 36 | ODOT TAM Workshop
Sample Default Vehicle ULBs (Cont’d) Revenue Vehicle Type FTA Default ULB Commuter Rail Self-Propelled Passenger Car 39 (RS) Rubber-Tired Vintage Trolley (RT) 14 School Bus (SB) 14 Steel Wheel Vehicles 25 Streetcar (SR) 31 Sport Utility Vehicle (SV) 8 Trolleybus (TB) 13 Aerial Tramway (TR) 12 Van (VN) 8 Vintage Trolley (VT) 58 Source: www.transit.dot.gov/sites/fta.dot.gov/files/docs/FTA%20TAM%20ULB%20Cheat%20Sheet%202016-10-26.pdf 37 | ODOT TAM Workshop
Facility Condition Assessment Rating Condition Description 5 Excellent No visible defects, new or near new condition, may still be under warranty if applicable 4 Good Good condition, but no longer new, may have some slightly defective or deteriorated component(s), but is overall functional 3 Adequate Moderately deteriorated or defective components; but has not exceeded useful life 2 Marginal Defective or deteriorated component(s) in need of replacement; exceeded useful life 1 Poor Critically damaged component(s) or in need of immediate repair; well past useful life State of Good Repair (Facilities) = 3+ 38 | ODOT TAM Workshop
Performance Target Requirements • Targets must: • Be set annually for each asset class included in TAM • Be supported by data • Be reported to NTD (Mandatory reporting begins RY 2018) • Be approved by the agency’s Accountable Executive every fiscal year • Be coordinated with States and MPOs to the extent practical • No penalty for not meeting 39 | ODOT TAM Workshop
Performance Target Requirements • For State DOTs developing Group TAM plan, targets apply to the group as a whole Review FTA SGR Use default ULB Set the ULB for Select SGR Performance or Select Agency SGR Considering Performance Measure for Measure for the Various Options: Target for Asset Class Asset Category Useful Life Benchmark: • FTA Default ULB: 14 Years • Years of • Manufacturer: Service 10 Years of • Mileage Useful Life • Remaining • Local Useful Life Experience • Other with Vehicles: e.g., 100% of 15 Years of Vehicles Meet or Useful Life e.g., Years of Exceed e.g., Age Service e.g., 15 Years the ULB 40 | ODOT TAM Workshop
Recordkeeping and Reporting Requirements • TAM Plan records and documentation must be kept at all times • TAM Plans should be shared with State and MPO, and should be kept for their period of applicability • Reports to be submitted annually to NTD: • Data report: discussion of SGR performance targets and current assessment of system condition and performance • Narrative report: description of condition changes in transit system and progress towards meeting targets 41 | ODOT TAM Workshop
TAM NTD Reporting – What’s New Asset Inventories – Data Report Admin and Maintenance Facilities Include individual facility inventory: facility name, street address, primary mode served at facility, type, year built or reconstructed, square footage, and condition assessment Passenger Stations and Parking Include individual facility inventory: facility name, street address, primary mode served at facility, type, year built or reconstructed, square footage and number of parking spaces, % transit agency capital responsibility, and condition assessment Revenue Vehicles Quantity, expected service life, year of manufacture, and addition of a useful life benchmark Service Vehicles Detailed count of vehicles by type, age, etc. Addition of useful life benchmark for each vehicle type 42 | ODOT TAM Workshop
TAM NTD Reporting – What’s New Data Report, Continued Annual performance targets (one for each asset type for next fiscal year) Annual performance (actual) Facility condition and performance assessment (full implementation over 4 years) Narrative Report Explanation for any change in the condition of the transit system Investments/progress towards meeting performance targets 43 | ODOT TAM Workshop
TAM NTD Data Reporting Requirements NTD TAM Plan TAM Plan Inventory & SGR Assets Condition Inventory Condition Targets Assessment Submittal Revenue Vehicles Owned Direct Capital Responsibility 3 rd Party Owned (Direct Capital Responsibility) 3 rd Party Owned (NO Direct Capital Responsibility) 44 | ODOT TAM Workshop
TAM NTD Data Reporting Requirements NTD TAM Plan TAM Plan Inventory & SGR Assets Condition Inventory Condition Targets Assessment Submittal Equipment: Non-Revenue Vehicles Owned Direct Capital Responsibility 3 rd Party Owned Equipment: >$50,000 in Acquisition Value Owned Direct Capital Responsibility 3 rd Party Owned Equipment <$50K in Acquisition Value 45 | ODOT TAM Workshop
TAM NTD Data Reporting Requirements NTD TAM Plan Inventory TAM Plan SGR Assets Condition & Inventory Targets Assessment Condition Submittal Facilities Owned Direct Capital Responsibility 3 rd Party Owned (Direct Capital Responsibility) 3 rd Party Owned (NO Direct Capital Responsibility) 46 | ODOT TAM Workshop
TAM NTD Data Reporting Requirements • Key Takeaways: • All asset that are owned/have direct capital responsibility for must be reported on (even if 3rd party owned and not obtained with FTA funds but used in the provision of public transportation service) • Taxis are not included • All non-revenue vehicles must be reported on regardless of cost • SGR targets are only required for revenue/non-revenue vehicles and facilities (owned/have direct capital responsibility for) 47 | ODOT TAM Workshop
TAM NTD Reporting Requirements • Optional reporting RY 2017 • TAM Plan compliance Oct 1, 2018 • Mandatory reporting starting RY 2018 Fiscal Year Ends Report Due July to June October 31 st October to September January 30 th January to December April 30 th 48 | ODOT TAM Workshop
Performance Reporting to NTD See NTD Reporting Guidance, Form A-90 49 | ODOT TAM Workshop
TAM Plans and Group Plans 50 | ODOT TAM Workshop
TAM Plans and Group Plans – Objectives • Define what a TAM Plan is, its purpose, and approaches to development • Identify and describe the required contents of a Tier II TAM Plan and/or Group Plan, including: • Inventory • Condition Assessments • Decision-Support • Prioritization of Investments 51 | ODOT TAM Workshop
What is a TAM Plan? • A TAM plan establishes the objectives for an asset or group of assets as it relates to delivering service • It sets out the whole life plan for asset maintenance, overhaul, and renewal strategies by specifying the capital asset inventory, condition assessments, decision support tools, and investment prioritization • A TAM plan is a living, single source of information that will continue to evolve to improve delivery of services • TAM Plans must be updated in their entirety at least once every four years 52 | ODOT TAM Workshop
Why are TAM Plans Important? • TAM Plans are important to the sustainable development of an organization and improvement of performance and safety conditions. TAM Plans are essential for: Legislative Current legislation require development of TAM plans Requirements (e.g., MAP-21/FAST Act) Funding Federal, and some state, funding applications require a lifecycle Applications investment plan for consideration (e.g., State of Good Repair Grants) Long Term TAM plans are powerful tools for creating financial plans and decision Financial Plans making because the TAM plan displays historical data, projected goals, and work plans Lifecycle Services TAM plans detail and organize an asset’s lifecycle activities and forecast trends in performance and service 53 | ODOT TAM Workshop
Benefits of Developing a TAM Plan • Benefits come from the process of developing the plan rather than the plan itself Gives us the ability to: Knowledge of: • Predict demand Target level of service • • Predict how assets will fail • Existing assets and their condition Forecast likelihood of failures • • Asset performance Assess probable consequences of • • How assets are used and maintained failures Which, in turn enables us to: Which allows us to: • Effectively manage the asset lifecycle • Analyze alternative operations and • Confidently provide sustained maintenance options performance at the lowest lifecycle cost • Prioritize operations, maintenance, Effectively manage asset related risks • renewals on a benefit-cost basis Justify funding requirements to deliver • Rationalize budgets • required levels of service • Optimize O&M activities 54 | ODOT TAM Workshop
Approaching the TAM Plan Early TAM Plans Top (or “baseline TAM plan”) Down System or network level analysis Intermediate TAM Plans Mixture of both Advanced TAM Plans Asset/component level analysis Bottom Up 55 | ODOT TAM Workshop
Core Group/Tier II TAM Plan Elements 1 2 3 4 Condition Decision- Investment Asset Introduction Assessment Support Prioritization Inventory • What services are • What assets do you • What condition are • What tools or • What does your you running? own or lease to those assets in to processes are used program of projects • TAM/SGR goals? deliver public run the services to estimate capital look like over your Performance transportation required? investment needs? TAM Plan horizon? targets? services • How do they • How are they • In what priority • Recent or • What data do you compare to the prioritized and who order and in which foreseeable maintain on these condition targets is involved? year(s) will these challenges that may assets? and how? set for the asset investments occur? affect your agency class? • Do any of the and ability to projects address provide transport identified safety- services? (e.g. related risks? population growth, • Does it consider inheritance of major reasonably assets, etc.) estimated funding levels? Develop TAM plan, incorporate into budgeting process, review/revisit/update regularly 56 | ODOT TAM Workshop
Asset Inventory • The asset inventory includes all assets used in the provision of public transportation with or without FTA funds including: All Revenue Vehicles Owned by agency, not owned but have direct capital responsibility, and owned by 3 rd party agencies Equipment (Non-Revenue Vehicles) Only those that are owned by agency and/or have direct capital responsibility over, regardless of cost. 3 rd party owned equipment not included Equipment (Other Equipment) Only those equipment with an acquisition value of over $50K that are owned by agency and/or have direct capital responsibility over. 3 rd party owned equipment not included All Facilities Owned by agency, not owned but have direct capital responsibility, and owned by 3 rd party agencies (regardless of capital responsibility) 57 | ODOT TAM Workshop
Asset Inventory – Revenue Vehicle Types NTD Revenue Vehicle Type NTD Revenue Vehicle Type Code Code AR Articulated Bus MV Minivan AO Automobile SB School Bus BR Over the Road Bus SV Sport Utility Vehicle BU Bus TB Trolley Bus CC Cable Car TR Aerial Tramway CU Cutaway Bus VN Van DB Double Decked Bus VT Vintage Trolley / Streetcar MB Minibus Note: Rail vehicles and other revenue vehicles operated by larger transit agencies classified as Tier I are not included in the table above. 58 | ODOT TAM Workshop
Asset Inventory – Equipment Types Only over $50,000 • And you have capital responsibility • And if your budget / capital program IDs it as an item (single asset / group?) Equipment: Automobiles Trucks and other rubber tire vehicles Steel wheel vehicles Software Wash bays Vehicle lifts 59 | ODOT TAM Workshop
Asset Inventory – Facility Types Facilities: Administrative and Maintenance Maintenance Facility (Service and Inspections) Heavy Maintenance and Overhaul General Purpose Maintenance Facility / Depot Vehicle Washing Facility Vehicle Blow-Down Facility Vehicle Fueling Facility Administrative Office / Sales Office Revenue Collection Facility Combined Administrative and Maintenance Facility Other 60 | ODOT TAM Workshop
Asset Inventory – Facility Types (Cont’d) Facilities: Passenger/Parking Facility Inventory Bus Transfer Center Elevated Fixed Guideway Station At-Grade Fixed Guideway Station Underground Fixed Guideway Station Simple At-Grade Platform Station Surface Parking Lot Parking Structure Other 61 | ODOT TAM Workshop
Condition Assessment • Condition assessment is required for those inventoried assets for which a provider has direct capital responsibility • Condition assessment must generate information in a level of detail sufficient to monitor and predict the performance of the assets and to inform the investment prioritization Refer to 49 CFR § 625.25 62 | ODOT TAM Workshop
Condition Assessment • The condition assessment is a systematic process of inspecting and evaluating the visual and/or measured condition of your assets • A well-established condition assessment process can help predict failure, identify unacceptable safety risks, initiate an evaluation of their root causes, and integrate directly with proactive planning for SGR investments 63 | ODOT TAM Workshop
Facility Condition Assessment Substructure Site Shell Equipment/ Fare Interiors Collection Facility Condition Electrical Conveyance Fire Plumbing Protection HVAC 64 | ODOT TAM Workshop
Facility Condition Assessment Minimum Facility Sub-Components Components • Substructure Foundations: Walls, columns, pilings other structural components • Basement: Materials, insulation, slab, floor underpinnings • Shell Superstructure / structural frame: Columns, pillars, walls • Roof: Roof surface, gutters, eaves, skylights, chimney surrounds • Exterior: Windows, doors, and all finishes (paint, masonry) • Shell appurtenances: Balconies, fire escapes, gutters, downspouts • Interiors Partitions: Walls, interior doors, fittings such as signage • Stairs: Interior stairs and landings • Finishes: Materials used on walls, floors, and ceilings Draft Guidebook downloadable at: https://www.transit.dot.gov/regulations-and-guidance/asset-management/proposed- facility-condition-assessment-guidebook 65 | ODOT TAM Workshop
Facility Condition Assessment (Cont’d) Minimum Facility Sub-Components Components • Conveyance Elevators, escalators, lifts • Plumbing Fixtures, water distribution, sanitary waste, rain water drainage • HVAC Energy supply • Heating and cooling generation and distribution systems • Testing, balancing, controls and instrumentation • Chimneys and vents • Fire Protection Sprinklers, standpipes, hydrants and other fire protection specialties • Electrical Electrical service and distribution • Lighting and branch wiring (interior and exterior) • Communications and security • Other electrical system-related pieces such as lightning protection, generators, and emergency lighting 66 | ODOT TAM Workshop
Facility Condition Assessment (Cont’d) Minimum Facility Sub-Components Components • Equipment Equipment related to the function of the facility, including (For M&A Facilities) maintenance or vehicle service equipment • For clarity, includes only items valued above $10,000 and related to facility function • Fare Collection Turnstiles, ticket machines, and any other major equipment (For Passenger Facilities) requiring capital request for replacement • Site Roadways/driveways and associated signage, markings, and equipment • Parking lots/pedestrian areas and associated signage, markings, and equipment • Site development such as fences, walls, and miscellaneous structures • Landscaping and irrigation • Site utilities 67 | ODOT TAM Workshop
Facility Condition Aggregation Approaches • Facilities must be evaluated by component and then aggregated to determine the overall facility condition. Three approaches include: Approach Description Notes Weighted Average Based on replacement cost for each Best if component Condition facility component replacement costs exists Median Value Based on median value across Good if limited data on components replacement costs Alternative Weighting Custom (e.g., average, weighted by Calculation approach and criticality or proxy for asset value, rationale for its use must be etc.) documented For more detail, please refer to FTA Facility Condition Assessment Guidebook. Downloadable at: https://www.transit.dot.gov/regulations-and-guidance/asset- management/proposed-facility-condition-assessment-guidebook 68 | ODOT TAM Workshop
Vehicle and Equipment Condition Assessment • Simple. It’s age based. • Age of your assets is put into TERM • TERM gives a 1-5 condition score • Equations are based on national averages • Think that may not suit you? • Many (large) agencies have their own, technically driven, inspection based measures… 69 | ODOT TAM Workshop
Prioritization and Decision-Making • Includes analytical processes or tools used to support: • Capital and/or operating decisions • Investment prioritization • The tool does not have to be software. It can be a documented process; prioritization framework; worst-first, red/amber/green, or index approach, etc. 70 | ODOT TAM Workshop
Example – Prioritization Framework • Set prioritization Prioritization Description factors and Factor Criticality Scores the criticality of each asset indicators based on the nature of impact on the system, location, and service • Assign scoring provision definitions and Strategic Scores the impact of each asset (or Objective proposed capital intervention) on weightings agency’s key strategic • Determine cornerstones Condition Scores based on the condition of prioritization index each asset score Risk Scores based on the risk of asset failure, including the probability and impact magnitude of failure 71 | ODOT TAM Workshop
Example – Prioritization Framework Prioritization Index Scoring Sheet (Sample) Factor No. --> Factor 1 Factor 2 Factor Name --> Criticality Strategic Objective Factor Weight --> 0.25 0.25 System Network Service Indicator --> Impact Location Provision Factor Ave Planning Investment Delivery Factor Ave Proposed SGR Project A 5 5 5 5 5 5 5 5 Proposed SGR Project B 4 3 3 3.3333333 4 4 4 4 2 2 2 2 1 2 Proposed SGR Project C 2 1.6666667 Factor No. --> Factor 3 Factor 4 Factor Name --> Condition Risk Factor Weight --> 0.25 0.25 Visual Measured Mtce Age Condition Reliability Condition Condition Factor Ave Strategic Operational Financial Factor Ave Indicator --> Prioritization Index Score Proposed SGR Project A 5 5 5 5 5 5 5 5 5 5 5 Proposed SGR Project B 4 3 3 3 3 3.2 4 3 3 3.3333333 3.466666667 2 2 3 1 1 Proposed SGR Project C 2 1.6666667 1.833333333 72 | ODOT TAM Workshop
Investment Prioritization • Ranked project-based prioritization of investments over the TAM Plan horizon period • Should consider those that pose an identified unacceptable safety risk • Only required for those that the agency has direct capital responsibility for • Should consider all funding sources reasonably expected in each fiscal year over the horizon period Refer to 49 CFR § 625.25 and § 625.33 73 | ODOT TAM Workshop 73
Example #2 – 10-Year Cost Schedule • Capital and fleet costs (partial snapshot) Example courtesy of Akron METRO Bus 74 | ODOT TAM Workshop
Example #2 – 10-Year Cost Schedule • Operations cost (partial snapshot) Example courtesy of Akron METRO Bus 75 | ODOT TAM Workshop
Tier I Additional Requirements • TAM and SGR Policy • TAM Plan implementation strategy • Description of key TAM activities over the TAM Plan horizon period • Summary or list of resources, including personnel, that a provider needs to develop and carry out the TAM Plan • Outline of how a provider will monitor, update, and evaluate its TAM Plan and related business practices, to ensure continuous improvement of TAM practices Refer to 49 CFR § 625.25 76 | ODOT TAM Workshop
TAM Plan Considerations • TAM Plan must cover a horizon period of at least four years • Providers must update its entire TAM Plan at least once every four years • Amendments to TAM Plan may take place at any time during the TAM Plan horizon period, especially if significant changes to: • Asset inventory • Condition assessments • Investment prioritization Refer to 49 CFR § 625.29 77 | ODOT TAM Workshop
TAM Plan Demonstration 78 | ODOT TAM Workshop
TAM Plan Demonstration Objectives • Demonstrate how to apply the Asset Management Guide and fill out the TAM Plan Template • Identify the technical resources are available for the development of TAM Plans and implementation of the FTA TAM Final Rule 79 | ODOT TAM Workshop
TAM Guide for Small Providers (2016) • The guide serves as a supplement to the 2012 FTA TAM Guide, applying the asset Small Providers: management framework for • Fewer assets and asset small providers classes • Fewer resources for • NOT a surrogate for FTA’s asset management federal regulations – but • May be rural, tribal, or incorporates the rules to urban provide guidance for a • FTA’s Tier II providers baseline, good practice asset management plan Refer to page 6 of TAM Guide for Small Providers 80 | ODOT TAM Workshop
TAM Guide Parts I and II The TAM Plan Primer The TAM Plan Template provides information for is a menu-driven Excel developing and tool that can support implementing a TAM the development of a plan, with examples of TAM Plan for small effective practices, and providers. answers to frequently asked questions. While the Primer can be used as a reference document on its own, the Template should be used with the guidelines provided in the Primer. 81 | ODOT TAM Workshop
TAM Plan Primer Highlights (Part I) • Section 1 : Transit Asset Management 101 • Section 2 : Introduction 2.1 Who is This Guide Intended For? • • 2.2 What is a Transit Asset? 2.3 What is Transit Asset Management (TAM)? • • 2.4 Why Asset Management? 2.5 How Does This Guide Align with MAP-21 • Requirements for Small Providers? • Section 3 : Transit Asset Management Plans 3.1 Overview of TAM Plan and Structure • 3.2 Other TAM Plan Considerations: Reporting, • Updates, and Continual Improvements • Section 4 : Frequently Asked Questions • Section 5 : Resources Downloadable at: https://www.transit.dot.gov/regulations-and-guidance/asset-management/asset- management-guide-small-providers-fta-report-no0092 82 | ODOT TAM Workshop
How Federal Requirements are Met Requirement Reference Requirement Part I Guide Reference 49 U.S.C. 5326(b)(2) Develop TAM Plan that includes capital asset Section 3.1.2 5326(a)(2)(A) inventories 49 U.S.C. 5326(b)(2) and Develop TAM Plan that includes condition assessments Section 3.1.4 5326(a)(2)(A) 49 U.S.C. 5326(b)(2) and Develop TAM Plan that references use of decision Section 3.1.5 5326(a)(2)(A) support tools 49 U.S.C. 5326(b)(2) and Develop TAM Plan that includes investment Section 3.1.6 5326(a)(2)(A) prioritization 49 U.S.C. 5326(b)(3) Report on condition of system Sections 3.1.3 and 3.2 49 U.S.C. 5326(b)(3) Provide description of any change in condition since Sections 3.1.3 and 3.2 last report 49 U.S.C. 5326(c)(2) Provide performance targets in relation to SGR Sections 3.1.1 and 3.2 performance measures 49 U.S.C. 5326(c)(3)(A) Report on progress toward meeting performance Sections 3.1.1 and 3.2 target 49 U.S.C. 5326(c)(3)(B) Provide subsequent fiscal year performance targets Sections 3.1.1 and 3.2 Refer to page 10 of TAM Guide for Small Providers 83 | ODOT TAM Workshop
Five TAM Plan Core Elements The purpose of a TAM Plan is to specify the activities (maintenance, overhaul/renewal, replacement, etc.), resources, and timescales required for a group of assets to achieve the agency’s service and asset management objectives. Condition Decision- Investment Asset Introduction Assessment Support Prioritization Inventory • What services are • What assets do you • What condition are • What tools or • What does your you running? own or lease to those assets in to processes are used program of projects • TAM/SGR goals? deliver public run the services to estimate capital look like over your Performance transportation required? investment needs? TAM Plan horizon? targets? services • How do they • How are they • In what priority • Recent or • What data do you compare to the prioritized and who order and in which foreseeable maintain on these condition targets is involved? year(s) will these challenges that may assets? and how? set for the asset investments occur? affect your agency class? • Do any of the and ability to projects address provide transport identified safety- services? (e.g. related risks? population growth, • Does it consider inheritance of major reasonably assets, etc.) estimated funding levels? (Section 3.1.4) (Section 3.1.5) (Section 3.1.6) (Section 3.1.1) (Section 3.1.3) Refer to pages 12-21 of TAM Guide for Small Providers 84 | ODOT TAM Workshop
Overview of the TAM Plan Template (Part II) • 9 Parts: • Instructions • Getting Started April 2017 • Introduction • Capital Asset Inventory • Condition Assessment • Decision Support • Investment Prioritization • Fleet Replacement Module UPDATED SINCE FINAL • TAM Plan and Appendices RULE! 85 | ODOT TAM Workshop
Template User Instructions • Who should use the template? • State DOTs or MPOs developing plans for subrecipients • Small transit providers developing DATA ENTRY KEY: their own plans Input Cell Error • Guidance on how to navigate through the tool TAB COLOR KEY Data Entry • Comprehensive vs. basic plans: Output Intro/Reference provides the option to hide all comprehensive questions 86 | ODOT TAM Workshop
Key Instructions to Remember Title of the This bar denotes page/worksheet sections required by the FTA TAM Final Rule Information should only be entered in these yellow boxes Information in blue boxes differentiates Group Sponsor use of the Answer these template from questions to Small Provider complete the use. template. 87 | ODOT TAM Workshop
Getting Started Note: Getting Started information is not included in final output 88 | ODOT TAM Workshop
Introduction Sheet – Establishes Plan Context Basic Comprehensive Refer to page 12 of TAM Guide for Small Providers 89 | ODOT TAM Workshop
Capital Asset Inventory Sheet – Primary Data Entry • Data collected includes: • Characteristics (manufacturer, quantity, • Valuation (replacement cost) age, mileage, etc.) • Asset owner • Historical Data Refer to page 14 of TAM Guide for Small Providers 90 | ODOT TAM Workshop
Condition Assessment Sheet Generates a summary of asset condition Refer to page 15 of TAM Guide for Small Providers 91 | ODOT TAM Workshop
Decision Support Sheet • Documents strategies, processes, and activities needed over asset lifecycles Basic Comprehensive Refer to page 18 of TAM Guide for Small Providers 92 | ODOT TAM Workshop
Investment Prioritization Sheet • Documents specific activities and projects to maintain a state of good repair Refer to page 20 of TAM Guide for Small Providers 93 | ODOT TAM Workshop
Fleet Replacement Module • Uses inventory data to recommend fleet replacement schedules 94 | ODOT TAM Workshop
A Complete Template Produces Output in the Form of a Draft TAM Plan Red cells indicate missing information for a basic plan. 95 | ODOT TAM Workshop
TAM Template Demonstration Geauga County Transit 96 | ODOT TAM Workshop
Frequently Asked Questions • Can the output be used The tool is not a step-by-step guide on achieving FTA as a complete TAM Plan? compliance • However, the output produces a draft TAM Plan which will include Federally required parts • This should be reviewed to ensure accuracy and fit for purpose • What if I already collect The template is a resource that should be used to data from my augment existing processes • subrecipients another Some agencies may find this more useful than others way? • What is the benefit of Information collected would be standardized and based using this to collect on Federal requirements • information for a group The template can provide a useful summary of sub- plan? recipient information 97 | ODOT TAM Workshop
TAM Guide Acknowledgements Providers: State Departments of Transportation: • Clay County Transportation • Illinois Department of Transportation • Ki Bois Area Transit System • Maryland Department of Transportation • Malheur Council on Aging & Community • Michigan Department of Transportation Services • Mississippi Department of Transportation • Roaring Fork Transit Authority • New Mexico Department of Transportation • Sandusky County Public Transportation: • Ohio Department of Transportation TRIPS (A Division of WSOS Communication Action) • Pennsylvania Department of Transportation National Industry Groups/Technical Assistance • Washington Department of Transportation Centers: • Wisconsin Department of Transportation • National Rural Transit Assistance Program • National Transit Institute • AASHTO SCOPT/MTAP 98 | ODOT TAM Workshop
Technical Resources • FTA Asset Management Guide for Small Providers https://www.transit.dot.gov/regulations-and- guidance/asset-management/asset-management-guide- small-providers-fta-report-no0092 • FTA Facility Condition Assessment Guidebook (Proposed) https://www.transit.dot.gov/regulations-and- guidance/asset-management/proposed-facility-condition- assessment-guidebook • NTD Asset Inventory Modules and Information https://www.transit.dot.gov/ntd/ntd-asset-inventory- modules-and-information • FTA Transit Asset Management https://www.transit.dot.gov/TAM • Transit Cooperative Research Program (TCRP) Report 172: Guidance for Developing a Transit Asset Management Plan http://www.trb.org/Main/Blurbs/171285.aspx 99 | ODOT TAM Workshop
Technical Resources (Cont’d) • Transportation Research Board (TRB) Public Transportation Research www.trb.org/PublicTransportation/PublicTransportati on2.aspx • The Institute of Asset Management (IAM) www.theiam.org • International Infrastructure Management Manual (IIMM)/ New Zealand Asset Management Support (NAMS) http://www.nams.org.nz/pages/273/international- infrastructure-management-manual-2011-edition.htm • ISO Standards Catalog – ISO/PC 251 Asset Management www.iso.org/iso/home/store/catalogue_tc/catalogue _tc_browse.htm?commid=604321 100 | ODOT TAM Workshop
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