Centre Area Transportation Authority (CATA) Strategic Plan Update
Transcription
Centre Area Transportation Authority (CATA) Strategic Plan Update
Centre Area Transportation Authority (CATA) Strategic Plan Update 2016 - 2026 November 2015 The preperation of this plan has been funded in part through a technical assistance grant from the Pennsylvania Department of Transportation (PennDOT) Table of Contents Chapter 1 - Introduction Chapter 2 - Current CATA Operations Chapter 3 - Local Inventory of Surface Transportation Services Chapter 4 - Service Area Characteristics Chapter 5 - Key Stakeholders Chapter 6 - Rider and Non-Rider Involvement Chapter 7 - Projections Chapter 8 - Institutional, Regulatory, and Public Funding Environment Chapter 9 - Determination of Strategic Actions Chapter 10 - The CATA Strategic Plan Appendix A - Rider & Non-Rider Surveys Appendix B - Public Comment Period Summary Table of Contents CATA Strategic Plan Update 2016 - 2026 Chapter 1 Overview of the Project Area, Scope of Work, and Schedule The Centre Area Public Transportation Plan was completed in 1998, and CATA’s most recent Strategic Plan Update was finalized in 2004. Since the latter occurred, a number of key changes have taken place with respect to CATA’s service offering, staffing, technology, facility, travel patterns and residential/commercial development within the current and planned service area, and in public transportation funding at the federal and state level. Moreover, the Assessment of Public Transportation Services in Centre County has resulted in increased coordination with the Centre County Office of Transportation Services, the Moshannon Valley Park and Ride Lot Study has been completed (and commuter bus service implemented between Clearfield and Centre Counties), a new fleet replacement plan has recently been finalized, and the State College Area Universal Transit Access Study is on target for completion during 2013. These recent focused studies suggest that continued changes are in store for CATA. To ensure that CATA is oriented in a clear direction over a horizon of 5-10 years, the agency proposes to work cooperatively with the Centre Regional Planning Agency (CRPA) and Centre County Metropolitan Planning Organization (CCMPO) to draft a new update to the strategic / development plan beginning in 2013 for completion in early 2015. Working through a Senior Transportation Planner position shared by CATA, the CRPA, and the CCMPO, and making the most efficient use of the resources of all three agencies, this effort will be completed in-house, with the opportunity for limited consultant support as appropriate. The completed plan will serve as an asset to guide staff and the Board in daily decision-making, by providing clear data on current operations, as well as guiding principles used in managing changes and opportunities in both the internal and external environments. Project Management and Oversight Both the Centre Area Public Transportation Plan (1998) and CATA’s most recent Strategic Plan Update (2004) were completed by outside consulting firms. This project will differ in that it will be managed on a day-to-day basis by the joint CRPA / CCMPO / CATA Senior Transportation Planner, in close consultation with the staff and leadership of the two agencies. As a vehicle for obtaining more broad, policy-level involvement by which to guide this effort, a project management team will be established, consisting of the following membership: • CATA Board of Directors (Richard Kipp as the lead representative, with Joe Davidson serving as an alternate) • Senior CATA staff (including both the retiring and incoming General Manager, as well as those responsible for finance, operations, service development, maintenance, and marketing) • CCMPO (Principal Transportation Planner and Senior Transportation Planner – Centre County) • Penn State University (with involvement coordinated through Teresa Davis) • PennDOT Bureau of Public Transportation • Community member (with staff suggesting a short list of potential representatives for refinement and selection by the CATA Board) 4 Chapter 1 - Introduction Moreover, regular project status updates will be provided at meetings of the following governing bodies of elected and appointed officials: • • • • • • • CATA Board of Directors CCMPO Technical Committee CCMPO Coordinating Committee COG Transportation and Land Use Committee COG General Forum PennDOT Bureau of Public Transportation Penn State University (perhaps through their Intermodal Transportation Plan Update Committee) CATA front-line personnel, as well as other “key stakeholders” – as specified in Task IV of the scope of work – will be asked for input during the course of the study and provided with the final results. Work Program Summary In careful consultation with the staff and leadership of CATA, CRPA, and the CCMPO, the work program has been divided and organized into the following nine tasks: • Task 0 – Basic / Administrative Tasks – This task will set the foundation for all subsequent project tasks, including execution of a grant agreement with the Commonwealth of Pennsylvania, completion of an interagency agreement between CATA and the CRPA (which will govern the flow of project funding between agencies), assembly of the project management team, and final drafting of the project scope of work, schedule, and budget. • Task I – Current CATA Operations – This task will deliver a succinct written description of all services provided by CATA. Key operating and capital indicators for fixed route, paratransit, and ridesharing services will be generated and analyzed by route, time of day, and day of week. These indicators will include routes, ridership, service span and frequency, fares, performance and financial data, physical plant, and human resources, with performance data specifically to include ridership, cost per revenue hour, cost per unlinked trip, cost recovery ratio, ridership per revenue hour, average vehicle speed, fare payment method, vehicle capacity, on-time performance, service interruptions, and maintenance costs. Route- and mode-specific data will be presented in a simple, easy to understand “dashboard” format. Moreover, for the purposes of peer comparison, CATA’s operating data will be measured against transit systems within the following jurisdictions: −− −− −− −− −− −− −− −− −− −− −− −− −− Ames, Iowa Ithaca, New York Gainesville, Florida Lafayette, Indiana Lubbock, Texas Chapel Hill, North Carolina Blacksburg, Virginia Champaign-Urbana, Illinois Lexington, Kentucky Lincoln, Nebraska South Bend, Indiana Fort Collins, Colorado Athens, Georgia CATA Strategic Plan Update 2016 - 2026 5 • Task II – Local Inventory of Transportation Services – This task will describe fixed route, paratransit, ridesharing, intercity bus, taxi, human service, and university transportation services (available to the general public or selected subsets thereof) provided by entities other than CATA for Centre County in general, and the current CATA service area in particular. The audience will develop a clear understanding of the geographic and temporal areas that are covered by these transportation services. In this manner, critical gaps in service within the project area will be identified. Based on the closer level of coordination between CATA and the Centre County Office of Transportation, the offerings of this latter agency will be described in a much higher level of detail than other local transportation providers. • Task III – Service Area Characteristics – This task will define Centre County in general, and the current CATA service area in particular, in terms of demographics, target populations, major and minor trip generators, planning and zoning, and travel patterns. Tools such as the 2010 United States Census, 200711 American Community Survey (ACS), and Local Employment – Housing Dynamics (LEHD) model will be utilized. For demographic data, a census tract level of detail will be utilized, except in cases where it is possible to extract a finer level of detail. Journey-to-Work data only will be utilized to estimate demand from outside Centre County. • Task IV – Key Stakeholder Involvement – This task will identify what CATA does well, and what it needs to improve upon, in consultation with representatives from a number of key public transportation constituencies. The project team will personally engage an appropriate mix of elected, appointed, employee, and board representatives from CATA, CRPA/CCMPO, Penn State University (including transportation officials, faculty, staff, and students), municipal and county government, the human service and business communities, and neighboring transit systems, as well as other key partners. A critical element of this work task will be to involve CATA leadership (senior staff and board members) in a half-day Strengths / Weaknesses / Opportunities / Threats (SWOT) analysis and visioning exercise to discuss organizational attributes and potential. • Task V – Rider and Non-Rider Involvement – This task will identify what CATA does well, and what it needs to improve upon, in consultation with those who use CATA fixed route, paratransit, and ridesharing services, as well as those members of the community who do not utilize these services for their travel needs. The project team will engage via written survey instruments, as well as in-person interviews, a portion of the population of Centre County in general, and the current CATA service area in particular, with special attention paid to regular riders. The surveyed rider population will be sufficiently large and stratified to include all services, routes, and user groups. To the greatest extent possible, this task will be coordinated with PennDOT-mandated customer satisfaction surveys, as well as outreach tasks undertaken by local municipalities. • Task VI – Institutional and Regulatory Climate – This task will involve researching and describing how CATA’s relationships with collective bargaining units, local, state, and federal governments, Penn State University, primary service clients, the CCMPO, professional affiliations, other transportation providers, etc. impact the agency’s current scope of services provided, as well as prospects for future service. It will also assess the potential impact of statewide transit consolidation and ridesharing initiatives on current and possible future services. • Task VII – Projections – This task will describe how the transportation needs of Centre County in general, and the current CATA service area in particular, are likely to change over the next 10 years. It will include data describing demographics, expected funding and finance trends (at the federal, state, and local levels), local development, planning and zoning, roadway network, employment, Penn State University trends, and housing. An assessment of performance based on the 1998 Centre Area Public 6 Chapter 1 - Introduction Transportation Plan and 2004 Strategic Plan Update will also be included. • Task VIII – Strategic and Development Recommendations – Over the short (1-3 years), medium (3-5 years), and long (5-10 years) term, this task will describe actions that can be taken to better align CATA administration and operations with its mission, vision, organizational strengths, community needs, available resources, and projected changes within the service area and Centre County. Recommendations will include the following: −− −− −− −− −− −− −− −− −− Summary of key findings Needs assessment Strategies to address needs in order of priority Implementation schedule Cost and revenue estimates Capital needs Growth plan for staffing needs Potential funding sources Schedule for future plan updates A cross-functional team of CATA staff will be assembled to convene on an ongoing basis and facilitate implementation of recommendations. This team will be able to respond to shorter-term and ongoing changes in CATA’s operating environment. A variety of performance measures generated in Task I will be used to track implementation progress. Given that the current CATA General Manager’s tenure is expected to end in June 2014 by virtue of retirement, it is recognized that the project would benefit from his intensive involvement in Tasks IV (Key Stakeholder Involvement), VI (Institutional and Regulatory Climate), and VIII (Strategic and Development Recommendations). The project schedule and sequencing of tasks will therefore be drafted and implemented accordingly. Project Area Description The project area is generally defined as Centre County, Pennsylvania (Figure 1-1). Centre County lies in the geographic center of the Commonwealth of Pennsylvania. Its area is 1,112 square miles, which makes it, in terms of land area, one of the largest counties in the Commonwealth. According to estimates from the 2007-11 American Community Survey (ACS), the population of the county is 152,689. Figure 1-1 (Location of Centre County Within the Commonwealth of Pennsylvania) CATA Strategic Plan Update 2016 - 2026 7 Figure 1-2 (Municipalities Within Centre County, Pennsylvania) Centre County is comprised of 35 municipalities (Figure 1-2). Ten of these municipalities are boroughs, and 25 are townships. For community, land use, and transportation planning purposes, Centre County has been divided into 7 “planning regions” (Figure 1-3), including the following: • • • • • • • Mountaintop Lower Bald Eagle Valley Moshannon Valley Upper Bald Eagle Valley Nittany Valley Penns Valley Centre CATA generally provides fixed route and paratransit services within the Centre Region, including the Patton, College, Harris, and Ferguson Townships, as well as the Borough of State College. These services are also provided on a contract basis, however, to Benner and Spring Townships, and the Borough of Bellefonte, within the Nittany Valley planning region, as well as Halfmoon Township within the Centre Region. Going forward, there exists the possibility of including additional municipalities and planning regions in CATA’s fixed route and paratransit service offerings. 8 Chapter 1 - Introduction Figure 1-3 (Planning Regions Within Centre County, Pennsylvania) Through its ridesharing services, CATA also plays a strong, and ever-growing, role in meeting the demand for public transportation between Centre County and surrounding areas of Central Pennsylvania. These ridesharing services currently operate within an 11-county region of Central Pennsylvania (Figure 1-4), including the following counties: • • • • • • • • • • • Centre Clinton Lycoming Mifflin Juniata Blair Clearfield Somerset Bedford Indiana Cambria Figure 1-4 (CATA Ridesharing Service Area) As part of this project, it will be critical to examine the travel patterns within Centre County and this larger region, so as to identify areas of current and possible future demand. CATA Strategic Plan Update 2016 - 2026 9 Project Schedule It is expected that this project – while being managed by the joint CRPA / CATA Senior Transportation Planner, who will also perform the majority of the tasks necessary for plan completion – will also involve a number of other key CATA, CCMPO, and CRPA staff to support various elements. In this manner, expert knowledge and project buy-in will be obtained as the project is ongoing. The following is an estimate of the number of staff hours and calendar months expected to be involved in each phase of the project: • • • • • • • • Task I – Current CATA Operations: 250 staff hours, 2 months elapsed time Task II – Local Inventory of Transportation Services: 200 staff hours, 2 months elapsed time Task III – Service Area Characteristics: 250 staff hours, 1 month elapsed time Task IV – Key Stakeholder Involvement: 150 staff hours, 2 months elapsed time Task V – Rider and Non-Rider Involvement: 150 staff hours, 2 months elapsed time Task VI – Institutional and Regulatory Climate: 150 staff hours, 2 months elapsed time Task VII – Projections: 350 staff hours, 3 months elapsed time Task VIII – Strategic and Development Recommendations: 350 staff hours, 3 months elapsed time This proposed schedule yields a total of 1,850 staff hours spanning a period of about 17 months, carrying the project from late 2013 to early 2015. To the greatest extent possible, the CRPA / CCMPO / CATA Senior Transportation Planner and project management team will continually re-evaluate the project schedule, in an effort to perform tasks and subtasks simultaneously, while delivering the project on-time or decreasing the total elapsed time, as practical. Project Budget Based upon CATA’s successful application for Technical Assistance Program funds, the PennDOT Bureau of Public Transportation has approved a grant award in the amount of $132,275 – with $127,872 coming from the Commonwealth and $4,403 expected as local matching funds – to defray the staff time, materials, and other costs involved in completing the project. This grant award should not only offset CATA’s contribution to the CCMPO for the joint Senior Transportation Planner position, but also offset the salary and benefits of other CATA staff and management involved in the project. Given the nature of the Technical Assistance Program, it is expected that this project – including the unique partnership between CATA, the CRPA, and the CCMPO – will serve as an example to other transit properties throughout the Commonwealth. 10 Chapter 1 - Introduction CATA Strategic Plan Update 2016 - 2026 11 Chapter 2 Current CATA Operations This chapter is intended to deliver a written description of CATA at the overall agency level, as well as of all services provided. Key operating and capital indicators for fixed route, paratransit, and ridesharing services will be presented and analyzed against 12 like transit systems with similar characteristics from across the United States. 10-year trends in operating performance measures will also be presented and analyzed. Definition of the agency’s current operations provides a foundation for adjusting these operations as needed to meet funding developments, new technologies, or changing community demographics. The Centre Area Transportation Authority (CATA) The Centre Area Transportation Authority (CATA) is a joint municipal authority first incorporated in May 1974 under the Municipality Authorities Act of 1945, as amended. The Authority was reorganized into its current format in February 1982. CATA is comprised of the Borough of State College and the four surrounding townships of College, Ferguson, Harris, and Patton. Each member municipality appoints a single member to a five-member Board of Directors. Board meetings are held monthly, and generally begin at 4:00pm on the fourth Monday of every month at the State College Borough Building. The current Board of Directors includes: • • • • • John C. Spychalski, Chairman – Ferguson Township Joseph L. Davidson, Vice Chairman – College Township Richard Kipp, Treasurer – Harris Township Tammy Gentzel – State College Borough Tom Kurtz – Patton Township Service is provided to the University Park campus of The Pennsylvania State University, which lies completely within the boundaries of State College Borough and College Township. CATA was formed for the sole purpose of conducting “public transportation operations within the boundaries of the participating municipalities,” with one exception. A majority of the Board of Directors may vote to extend public transportation “to municipalities outside of the Centre Region on a contract basis.” The contract must provide for “full cost recovery of both capital and operating expenses, less any applicable user revenue, state, and federal assistance.” Currently, such agreements are in place with the Borough of Bellefonte, and the Townships of Benner, Halfmoon, and Spring to provide for service to the Bellefonte, Pleasant Gap, and Stormstown areas. The Authority’s budget year runs concurrent with the Pennsylvania Department of Transportation’s (PennDOT) fiscal year: July 1 – June 30. The budget document includes agency background information, a recap of the previous year, policy considerations, a work plan with goals for the upcoming year, and a long-term outlook that includes five-year operating budget projections. The 2014-15 fiscal year budget includes anticipated operating expenses of $15,408,306, balanced against anticipated receipts, including farebox revenue; federal, state, local, and private funding; and other miscellaneous income. That same budget document provides for $20,373,000 in capital expenditures, owing to a large replacement vehicle purchase, as well as the building expansion and renovation project. FY 2014-15 local municipal shares for operating expenses total $515,558, and for capital expenses total $100,000. 12 Chapter 2 - Current CATA Operations CATA operates service directly (CATABUS fixed route service), purchases services from a subcontractor (CATARIDE shared ride/demand responsive service), and administers some services using a more decentralized, volunteer driver model (CATACOMMUTE ridesharing services). CATABUS Fixed Route Service Supported by farebox revenue, as well as federal, state, local, and private funding, during FY 2014-15 CATA is able to maintain service along a total of 27 fixed routes within the service area, using a total of 58 vehicles in peak service. All fixed route service is directly operated by the agency. CATABUS fixed route service is distinguished by two distinct offerings: • Community Service (rebranded from Centre Line in 2009) consists of 23 different community bus routes that provide service to Downtown State College, the Penn State campus, the Borough of Bellefonte, the Village of Pleasant Gap, suburban shopping centers, apartment complexes, residential areas, governmental offices, and many other special points of interest. Service is primarily characterized by a “hub-and-spoke” model that connects outlying points of origin and destination with transfer opportunities in Downtown State College and on the Penn State University campus. • Campus Service (otherwise known as LOOP and LINK) provides fare-free campus/downtown circulator and cross-campus shuttle service. The service consists of four integrated routes, including the Blue LOOP, White LOOP, Red LINK, and Green LINK. The service area is limited to the Penn State campus and the immediate downtown State College area. For the 2013-14 fiscal year, Community Service carried a total of about 3.6 million passengers, with Campus Service carrying a total of about 3.7 million passengers. This yields a total of about 7.3 million CATABUS passengers. Both Community Service and Campus Service operate according to three different levels of service: full service, reduced service, and no service. Community Service generally operates on a full service schedule whenever Penn State classes are in session, and then in reduced service the rest of the year. No service is provided on major holidays including New Year’s Day, Memorial Day, Independence Day, Thanksgiving, and Christmas. Campus Service generally operates on a full service schedule whenever Penn State classes are in session, and then in reduced service when classes are not in session but campus is still open (most employees still working). There is no service whenever classes are not in session and campus is not open (most employees not working); this includes the major holidays named above, as well as spring and winter breaks. Fare-free Campus Service is made possible by an operational and financial partnership between The Pennsylvania State University and CATA, facilitated by Penn State Transportation Services. For Community Service in FY 2014-15, the following fare options are offered: • Cash – $1.75 per trip, exact change only • Tokens – One used per trip, available for $1.75 apiece, or 20 for $34 • Transfers – Free of charge, and valid for one hour for any continuing trip on a second Community Service route. Not valid for return trips. • OnePass – Valid for unlimited travel along all Community Service routes for a period of one month ($69), four months ($268), or any combination thereof (up to 12 months) may be purchased for a corresponding price. The pass is valid on the date selected by the purchaser. CATA Strategic Plan Plan Update 2016 - 2026 13 • Ride for Five – Full-time employees and graduate students of Penn State (except those living in an apartment complex that offers a bus pass as part of rent) are eligible to obtain a bus pass for just $5 per month, in exchange for waiving their on-campus parking privileges. Penn State purchases Ride for Five passes for this program from CATA at a discount, and then buys down all but $5 of that wholesale cost, passing the reduced price on to the employee through payroll deduction. The program was expanded to include graduate students in September 2014. • Free – Children under 40” tall, as well as individuals aged 65 and older with a Senior Citizen Transit Identification Card. • Reduced Fare – $.85 per trip, for individuals with disabilities with a Reduced Fare Photo Identification Card, as well as individuals with disabilities and individuals aged 65 and older with a Medicare card and another form of photo identification. • Apartment Pass – CATA has agreements with the following local apartment complexes that allow authorized tenants to receive a special bus pass valid for unlimited free access to the Community Service route(s) serving each complex; such passes are generally valid for the term of the lease: −− −− −− −− −− −− −− −− −− −− −− −− −− −− −− −− −− −− −− Copper Beech I Copper Beech II Copper Beech – Oakwood The Grove – State College The Heights at State College Lion’s Crossing The Lofts Nittany Crossing Northbrook Greens Oak Hill The Park at State College Parkway Plaza The Pointe The Retreat at State College Towneview University Terrace Vairo Village The Villas at Happy Valley Waupelani Lofts CATABUS fixed route service includes all of the following, described in further detail: • • • • • • • • • • • • 14 A – Park Forest Village B – Boalsburg C – Houserville F – Pine Grove G – Stormstown HP – Toftrees / Scenery Park K – Cato Park M – Nittany Mall N – Martin Street / Aaron Drive NE – Martin Street / Aaron Drive Express NV – Martin Street / Vairo Boulevard / Toftrees Avenue R – Waupelani Drive Chapter 2 - Current CATA Operations • • • • • • • • • • • • • • • RC – Waupelani Drive / Campus RP – Waupelani Drive / Downtown S – Science Park UT – University Terrace V – Vairo Boulevard VE – Vairo Boulevard Express VN – Toftrees Avenue / Vairo Boulevard / Martin Street W – Valley Vista WE – Havershire Boulevard Express XB – Bellefonte XG – Pleasant Gap Blue LOOP White LOOP Red LINK Green LINK CATA Strategic Plan Plan Update 2016 - 2026 15 A – Park Forest Village The A route (Figure 2-1) connects Park Forest Village with the Penn State campus and downtown State College via Park Hills, West Aaron Drive, Copper Beech I and II, Park Forest Apartments, and Overlook Heights. The route operates Monday through Friday only, with four inbound trips and four outbound trips per day, beginning at 7:24 am and ending at 6:32 pm. A commuter level of service frequency is offered. No changes are made to the schedule during periods of reduced service. Figure 2-1 (A Route – Park Forest Village) 16 Chapter 2 - Current CATA Operations B – Boalsburg The B route (Figure 2-2) connects Tussey Mountain and Boalsburg with the Penn State campus and downtown State College via Centre Estates, Willowbrook, Kaywood, Country Place, Boal Mansion and Museum, The Pennsylvania Military Museum, Hills Plaza, University Drive, The Lofts, and University Terrace. The route operates Monday through Saturday. Monday through Friday, there are six inbound trips and five outbound trips per day, beginning at 6:56 am and ending at 6:46 pm; during ski season, an additional three inbound and five outbound trips are offered, beginning at 5:50 pm and ending at 10:42 pm. On Saturday, three inbound and three outbound trips are provided, beginning at 10:20 am and ending at 6:40 pm. A commuter level of service frequency is offered both on weekdays and on Saturdays. No changes are made to the schedule during periods of reduced service. Figure 2-2 (B Route – Boalsburg) CATA Strategic Plan Plan Update 2016 - 2026 17 C – Houserville The C route (Figure 2-3) connects Penn Hills with the Penn State campus and downtown State College via Spring Creek Estates, Houserville, Clover Highlands, and East College Avenue. The route operates Monday through Friday only, with five inbound trips and six outbound trips per day, beginning at 7:02 am and ending at 6:06 pm. A commuter level of service frequency is offered. No changes are made to the schedule during periods of reduced service. Figure 2-3 (C Route – Houserville) 18 Chapter 2 - Current CATA Operations F – Pine Grove The F route (Figure 2-4) connects Pine Grove Mills and the Meadows with the Penn State campus and downtown State College via Fairbrook, Ramblewood, Piney Ridge, Stonebridge, Greentree, and Westside Village. The route operates Monday through Friday only, with five inbound trips and five outbound trips per day, beginning at 7:11 am and ending at 5:46 pm. A commuter level of service frequency is offered. No changes are made to the schedule during periods of reduced service. Figure 2-4 (F Route – Pine Grove) CATA Strategic Plan Plan Update 2016 - 2026 19 G – Stormstown The G route (Figure 2-5) connects Stormstown and Halfmoon Township with the Penn State campus and downtown State College via Halfmoon Valley Road, Graysdale, Geisinger Grays Woods, Vista Woods, Valley Vista Park, and North Atherton Street. The route operates Monday through Friday only, with five inbound trips and four outbound trips per day, beginning at 6:53 am and ending at 6:46 pm. A commuter level of service frequency is offered. No changes are made to the schedule during periods of reduced service. Figure 2-5 (G Route – Stormstown) 20 Chapter 2 - Current CATA Operations HP – Toftrees / Scenery Park The HP route (Figure 2-6) connects Geisinger Grays Woods and Scenery Park with the Penn State campus and downtown State College via The Colonnade, Woodycrest, Toftrees, Cricklewood Drive, The Grove, The Village at Penn State, the Centre County/Penn State Visitor Center, Pugh Street, Towneview Apartments, Foxdale Village, Mount Nittany Residences, and Windmere Park. The route operates Monday through Saturday. Monday through Friday, about 20 trips per day are provided in each direction, beginning at 6:24 am and ending at 10:13 pm. On Saturday, about 13 trips per day are provided in each direction, beginning at 9:43 am and ending at 10:13 pm. Hourly service frequency is generally offered both on weekdays and on Saturdays. No changes are made to the schedule during periods of reduced service. Figure 2-6 (HP Route – Toftrees / Scenery Park) CATA Strategic Plan Plan Update 2016 - 2026 21 K – Cato Park The K route (Figure 2-7) connects Cato Park and the CATA administrative offices with the Penn State campus and downtown State College via CareerLink, the Centre County Assistance Office, Bristol Park, Science Park, Old Gatesburg Road, Blue Course Drive, West College Avenue, and Westside Village. The route operates Monday through Saturday. Monday through Friday, 17 trips per day are provided in each direction, beginning at 7:14 am and ending at 9:17 pm. On Saturday, seven trips per day are provided in each direction, beginning at 7:14 am and ending at 5:57 pm. Hourly service frequency is generally offered on weekdays, with commuter level service offered on Saturdays. No changes are made to the schedule during periods of reduced service. Figure 2-7 (K Route – Cato Park) 22 Chapter 2 - Current CATA Operations M – Nittany Mall The M route (Figure 2-8) connects the Nittany Mall area with the Penn State campus and downtown State College via Independence Place, the Villas at Happy Valley, Wal-Mart and Sam’s Club, East College Avenue, Nittany Commons, and Lemont. The route operates seven days per week. Monday through Friday, 32 trips per day are provided in each direction, beginning at 6:21 am and ending at 12:30 am. On Saturday, about 16 trips per day are provided in each direction, beginning at 6:40am and ending at 12:30 am. On Sunday, about 13 trips per day are provided in each direction, beginning at 9:57 am and ending at 12:30 am. A small amount of additional late-night service is offered on Friday and Saturday during full service. 25- to 35-minute service frequency is generally offered on weekdays, with 70-minute service frequency generally offered on Saturdays and Sundays. About one-quarter of the weekday trips are curtailed during periods of reduced service, resulting in longer headways. No changes are made to the weekend schedule during periods of reduced service. Figure 2-8 (M Route – Nittany Mall) CATA Strategic Plan Plan Update 2016 - 2026 23 N – Martin Street / Aaron Drive The N route (Figure 2-9) connects The Colonnade and Trader Joe’s Plaza with the Penn State campus and downtown State College via Northbrook Greens, Park Forest Village, West Aaron Drive, Copper Beech I and II, Park Forest Apartments, Martin Street, Park Crest Terrace, The Park at State College, Northland Center, and North Atherton Street. The route operates seven days per week. Monday through Saturday, about 28 trips per day are provided in each direction, beginning at 6:45 am and ending at 12:59 am. On Sunday, about 17 trips per day are provided in each direction, beginning at 7:44 am and ending at 12:37 am. 40-minute service frequency is generally offered Monday through Saturday, with hourly service frequency generally offered on Sundays. No changes are made to the schedule during periods of reduced service. Figure 2-9 (N Route – Martin Street / Aaron Drive) 24 Chapter 2 - Current CATA Operations NE – Martin Street / Aaron Drive Express The NE route (Figure 2-10) connects Trader Joe’s Plaza with the Penn State campus on an express basis via Northbrook Greens, Park Forest Village, West Aaron Drive, Copper Beech I and II, Park Forest Apartments, Martin Street, Park Crest Terrace, The Park at State College, Northland Center, and North Atherton Street. The route operates Monday through Friday, with about 40 trips per day provided in each direction, beginning at 7:24 am and ending at 9:56 pm. 20- to 40-minute service frequency is generally offered. The NE does not operate during periods of reduced service. Figure 2-10 (NE Route – Martin Street / Aaron Drive Express) CATA Strategic Plan Plan Update 2016 - 2026 25 NV – Havershire Drive / Martin Street / Vairo Boulevard / Toftrees Avenue The NV route (Figure 2-11) is a circular route connecting downtown State College with West College Avenue, The Heights at State College, Blue Course Drive, Martin Street, The Park at State College, Wal-Mart, Vairo Boulevard, Nittany Crossing, The Pointe, Lion’s Crossing, Pennwood North, Vairo Village, Copper Beech – Oakwood, Williamsburg Square, Toftrees Avenue, The Grove, the Bryce Jordan Center, Beaver Stadium, and Pegula Ice Arena. The route operates seven days per week. Monday through Friday, 21 trips per day are provided, beginning at 2:30 pm and ending at 1:15 am. On Saturday, 18 trips per day are provided, beginning at 7:30 pm and ending at 3:24 am. On Sunday, 11 trips per day are provided, beginning at 10:00 am and ending at 8:50 pm. A small amount of additional late-night service is offered on Friday during full service. 30-minute service frequency is generally offered Monday through Saturday, with hourly service frequency generally offered on Sundays. The NV does not operate during periods of reduced service. Figure 2-11 (NV Route – Martin Street / Vairo Boulevard / Toftrees Avenue) 26 Chapter 2 - Current CATA Operations R – Waupelani Drive The R route (Figure 2-12) connects the Stratford Drive and Southgate Drive corridors with the Penn State campus and downtown State College via South Atherton Street, Parkway Plaza Apartments, Westerly Parkway Plaza, State College Area High School, Waupelani Drive, The Retreat at State College, Executive House, Imperial Towers, Nittany Garden Apartments, Briarwood Apartments, the State College YMCA, South Hills School of Business and Technology, Hearthside Nursing Center, Lion’s Gate Apartments, Waupelani Lofts, and Hamilton Square. The route operates seven days per week. Monday through Friday, about 37 trips per day are provided in each direction, beginning at 6:09 am and ending at 12:44 am. On Saturday, 28 trips per day are provided in each direction, beginning at 6:09 am and ending at 12:44 am. On Sunday, 24 trips per day are provided in each direction, beginning at 8:49 am and ending at 12:44 am. 20- to 40-minute service frequency is generally offered Monday through Friday, with 40-minute service frequency generally offered on Saturdays and Sundays. No changes are made to the schedule during periods of reduced service. Figure 2-12 (R Route – Waupelani Drive) CATA Strategic Plan Plan Update 2016 - 2026 27 RC – Waupelani Drive / Campus The RC route (Figure 2-13) connects the Waupelani Drive corridor with the Penn State campus via South Atherton Street, Parkway Plaza Apartments, Westerly Parkway Plaza, State College Area High School, The Retreat at State College, Executive House, Imperial Towers, Nittany Garden Apartments, Briarwood Apartments, the State College YMCA, South Hills School of Business and Technology, Hearthside Nursing Center, Lion’s Gate Apartments, Waupelani Lofts, and Hamilton Square. The route operates Monday through Friday, with 38 trips per day provided in each direction, beginning at 7:09 am and ending at 7:53 pm. 20-minute service frequency is generally offered. The RC does not operate during periods of reduced service. Figure 2-13 (RC Route – Waupelani Drive / Campus) 28 Chapter 2 - Current CATA Operations RP – Waupelani Drive / Downtown The RP route (Figure 2-14) connects the Stratford Drive and Southgate Drive corridors with downtown State College via South Atherton Street, Parkway Plaza Apartments, Westerly Parkway Plaza, State College Area High School, Waupelani Drive, The Retreat at State College, Executive House, Imperial Towers, Nittany Garden Apartments, Briarwood Apartments, the State College YMCA, South Hills School of Business and Technology, Hearthside Nursing Center, Lion’s Gate Apartments, Waupelani Lofts, and South Pugh Street. The route operates Monday through Saturday. Monday through Friday, 25 trips per day are provided in each direction, beginning at 11:55 am and ending at 12:16 am. On Saturday, 16 trips per day are provided in each direction, beginning at 6:55 pm and ending at 2:46 am. A small amount of additional late-night service is offered on Friday during full service. 30-minute service frequency is generally offered Monday through Saturday. The RP does not operate during periods of reduced service. Figure 2-14 (RP Route – Waupelani Drive / Downtown) CATA Strategic Plan Plan Update 2016 - 2026 29 S – Science Park The S route (Figure 2-15) connects Science Park with the Penn State campus and downtown State College via Science Park Road. The route operates Monday through Friday only, with six inbound trips and four outbound trips per day, beginning at 6:33am and ending at 6:05pm. A commuter level of service frequency is offered. No changes are made to the schedule during periods of reduced service. Figure 2-15 (S Route – Science Park) 30 Chapter 2 - Current CATA Operations UT – University Terrace The UT route (Figure 2-16) is a largely circular route connecting University Terrace with the Penn State campus and downtown State College via The Lofts and Bellaire Avenue. The route operates Monday through Friday, with 20 trips per day provided in each direction, beginning at 7:05 am and ending at 6:16 pm. 30- to 35-minute service frequency is generally offered. The UT does not operate during periods of reduced service. Figure 2-16 (UT Route – University Terrace) CATA Strategic Plan Plan Update 2016 - 2026 31 V – Vairo Boulevard The V route (Figure 2-17) connects The Colonnade with the Penn State campus and downtown State College via Williamsburg Square, Copper Beech – Oakwood, Vairo Boulevard, Vairo Village, Pennwood North, Lion’s Crossing, The Pointe, Nittany Crossing, Wal-Mart, and North Atherton Street. The route operates seven days per week. Monday through Saturday, 27 trips per day are provided in each direction, beginning at 6:25 am and ending at 12:38 am. On Sunday, 17 trips per day are provided in each direction, beginning at 7:45 am and ending at 12:39 am. 40-minute service frequency is generally offered Monday through Saturday, with hourly service frequency generally offered on Sundays. No changes are made to the schedule during periods of reduced service. Figure 2-17 (V Route – Vairo Boulevard) 32 Chapter 2 - Current CATA Operations VE – Vairo Boulevard Express The VE route (Figure 2-18) connects Williamsburg Square with the Penn State campus on an express basis via Copper Beech – Oakwood, Vairo Boulevard, Vairo Village, Pennwood North, Lion’s Crossing, The Point, Nittany Crossing, and North Atherton Street. The route operates Monday through Friday, with about 81 trips per day provided in each direction, beginning at 7:05 am and ending at 10:13 pm. 2- to 18-minute service frequency is generally offered. The VE does not operate during periods of reduced service. Figure 2-18 (VE Route – Vairo Boulevard Express) CATA Strategic Plan Plan Update 2016 - 2026 33 VN – Toftrees Avenue / Vairo Boulevard / Martin Street The VN route (Figure 2-19) is a circular route connecting downtown State College with West College Avenue, The Heights at State College, Blue Course Drive, Martin Street, The Park at State College, Wal-Mart, Vairo Boulevard, Nittany Crossing, The Pointe, Lion’s Crossing, Pennwood North, Vairo Village, Copper Beech – Oakwood, Williamsburg Square, Toftrees Avenue, The Grove, the Bryce Jordan Center, Beaver Stadium, and Pegula Ice Arena. It is essentially the reverse of the NV route. The route operates seven days per week. Monday through Friday, 21 trips per day are provided in each direction, beginning at 2:30 pm and ending at 1:25 am. On Saturday, 18 trips per day are provided in each direction, beginning at 7:30 pm and ending at 3:30 am. On Sunday, 11 trips per day are provided in each direction, beginning at 9:45 am and ending at 8:45 pm. A small amount of additional late-night service is offered on Friday during full service. 20- to 30-minute service frequency is generally offered Monday through Saturday, with hourly service frequency generally offered on Sundays. The VN does not operate during periods of reduced service. Figure 2-19 (VN Route – Toftrees Avenue / Vairo Boulevard / Martin Street) 34 Chapter 2 - Current CATA Operations W – Valley Vista The W route (Figure 2-20) connects Centre Volunteers in Medicine (CVIM) and Patton Forest Park with the Penn State campus and downtown State College via Home Depot, Lowe’s Center, Valley Vista Drive, Park Forest Village, Oak Hill Apartments, Elmcroft, Circleville Road, The Heights at State College, Blue Course Drive, The Park at State College, and Northland Center. The route operates Monday through Saturday. Monday through Friday, 26 trips per day are provided in each direction, beginning at 6:02 am and ending at 12:34 am. On Saturday, about 12 trips per day are provided in each direction, beginning at 9:20 am and ending at 12:34 am. 40- to 70-minute service frequency is generally offered both on weekdays and on Saturdays. No changes are made to the schedule during periods of reduced service. Figure 2-20 (W Route – Valley Vista) CATA Strategic Plan Plan Update 2016 - 2026 35 WE – Havershire Boulevard Express The WE route (Figure 2-21) connects Oak Hill Apartments with the Penn State campus on an express basis via Elmcroft, Circleville Road, The Heights at State College, Blue Course Drive, The Park at State College, and North Atherton Street. The route operates Monday through Friday, with 23 trips per day provided in each direction, beginning at 7:19 am and ending at 6:42 pm. 30-minute service frequency is generally offered. The WE does not operate during periods of reduced service. Figure 2-21 (WE Route – Havershire Boulevard Express) 36 Chapter 2 - Current CATA Operations XB – Bellefonte The XB route (Figure 2-22) connects Bellefonte and Spring Township with the Penn State campus and downtown State College via Parkview Heights, Centre Crest, the Centre County Courthouse, the Bellefonte YMCA, the Willowbank Building, Centre County Correctional Facility, Benner Pike, Nittany Mall, Nittany Commons, and East College Avenue. The route operates Monday through Saturday. Monday through Friday, there are about eight trips per day in each direction, beginning at 6:07 am and ending at 10:52 pm. On Saturday, about three trips in each direction are provided, beginning at 6:42 am and ending at 6:06 pm. A commuter level of service frequency is offered both on weekdays and on Saturdays. No changes are made to the schedule during periods of reduced service. Figure 2-22 (XB Route – Bellefonte) CATA Strategic Plan Plan Update 2016 - 2026 37 XG – Pleasant Gap The XG route (Figure 2-23) connects Bellefonte, Pleasant Gap, and Spring Township with the Penn State campus and downtown State College via Governor’s Gate Apartments, Bishop Street, Bellefonte Area High School, Blanchard Street, Central Pennsylvania Institute of Science and Technology (CPI), Supelco, The Oaks, Steeplechase, HealthSouth, PennDOT Driver License Center, Summit Park, Nittany Mall, Nittany Commons, and East College Avenue. The route operates Monday through Saturday. Monday through Friday, there are about six trips in each direction per day, beginning at 6:49 am and ending at 9:53 pm. On Saturday, three trips in each direction are provided, beginning at 7:42 am and ending at 6:50 pm. A commuter level of service frequency is offered both on weekdays and on Saturdays. No changes are made to the schedule during periods of reduced service. Figure 2-23 (XG Route – Pleasant Gap) 38 Chapter 2 - Current CATA Operations Blue LOOP The Blue LOOP (Figure 2-24) is a circular route connecting points in downtown State College and on the Penn State campus in a clockwise direction, generally utilizing College Avenue, Atherton Street, Curtin Road, Porter Road, Hastings Road, and Shortlidge Road. The route operates seven days per week. Monday through Friday, service begins at 4:45 am and ends at 12:30 am, with 6- to 20-minute service frequency offered, depending upon the time of day. On Saturday and Sunday, service begins at 9:00 am and ends at 12:30 am, with 11- to 22-minute service frequency offered, depending upon time of day. A small amount of additional late-night service is offered Thursday through Saturday during full service. All weekend Blue LOOP trips are eliminated during periods of reduced service, while weekday service frequency is scaled back to 8- to 22-minutes, and service is ended at 10pm. Figure 2-24 (Blue LOOP) CATA Strategic Plan Plan Update 2016 - 2026 39 White LOOP The White LOOP (Figure 2-25) is a circular route connecting points in downtown State College and on the Penn State campus in a counterclockwise direction, generally utilizing Beaver Avenue, University Drive, Curtin Road, and Burrowes Street. The route operates seven days per week. Monday through Friday, service begins at 7:30 am and ends at 12:30 am, with 7- to 10-minute service frequency offered. On Saturday and Sunday, service begins at 9:00 am and ends at 12:30 am, with 10- to 22-minute service frequency offered, depending upon time of day. A significant amount of additional late-night service is offered Thursday through Saturday during full service. The White Loop does not operate during periods of reduced service. Figure 2-25 (White LOOP) 40 Chapter 2 - Current CATA Operations Red LINK The Red LINK (Figures 2-26 and 2-27) connects the western edge of the Penn State campus with Innovation Park, generally utilizing White Course Drive, Curtin Road, Porter Road, and Park Avenue. The route operates seven days per week. Monday through Friday, service begins at 4:45 am and ends at 12:30 am, with 17- to 45-minute service frequency offered, depending upon time of day. On Saturday, service begins at 9:00 am and ends at 12:30 am, with 45-minute service frequency offered. On Sunday, service begins at 12:00 pm and ends at 10:00 pm, with 45-minute service frequency offered. Weekend Red LINK trips do not operate during periods of reduced service, while weekday service frequency is scaled back to 20- to 25-minutes, and service is ended at 7:00 pm. Figure 2-26 (Red LINK to Innovation Park) CATA Strategic Plan Plan Update 2016 - 2026 41 Figure 2-27 (Red LINK to West Campus) 42 Chapter 2 - Current CATA Operations Green LINK The Green LINK (Figures 2-28 and 2-29) connects the core of the Penn State campus with commuter parking lots in the vicinity of the Bryce Jordan Center, Beaver Stadium, and Medlar Field, generally utilizing Curtin Road, Burrowes Street, and North Atherton Street. The route operates Monday through Friday. Service begins at 7:30 am and ends at 6:30 pm, with 8- to 24-minute service frequency offered, depending upon time of day. The Green LINK does not operate during periods of reduced service. Figure 2-28 (Green LINK to Commuter Lots) CATA Strategic Plan Plan Update 2016 - 2026 43 Figure 2-29 (Green LINK to Core Campus) 44 Chapter 2 - Current CATA Operations CATARIDE Shared Ride / ADA Paratransit / Demand Responsive Service Supported by farebox revenue, as well as federal, state, and local funding, CATA is able to offer demand responsive service within its service area, using a total of nine vehicles. All CATARIDE demand responsive service is operated by a subcontractor (Ride Right, LLC of St. Louis, MO) on behalf of the agency. This subcontractor is able to supplement the base fleet of CATA-owned vehicles with its own vehicles on an as-needed basis to accommodate spikes in demand or other special needs. CATARIDE demand responsive service is characterized by three distinct offerings: • Shared Ride Program is provided at a reduced fare to eligible individuals aged 65 and older, with financial support from the Pennsylvania Lottery via the PennDOT Bureau of Public Transportation. • Complementary Paratransit is provided at a reduced fare to eligible individuals with disabilities, as required by the Americans with Disabilities Act (ADA) of 1990. By law and regulation, the fare charged may be no more than twice the comparable fixed route fare (fare-free in the CATABUS Campus service area). Eligible individuals are not able to use CATABUS fixed route services as a result of their disability. • General Public Service is provided at full fare to individuals who wish to use CATARIDE, but do not fall into either of the above two categories. For FY 2013-14, CATARIDE carried a total of about 39,000 passengers. Pursuant to the ADA, complementary service operates up to three-quarters of a mile in any direction from any CATABUS fixed route. The service area is subject to change whenever CATABUS fixed routes are revised. Service currently operates from 4:45 am until 1:00 am, Monday through Friday, from 7:45am until 1am on Saturdays and Sundays. A significant amount of additional late-night service is offered Thursday through Saturday during CATABUS full service. There is no service between the Centre Region and Bellefonte / Pleasant Gap or within Bellefonte or Pleasant Gap on Sundays, and no service between the Centre Region and Halfmoon Township or within Halfmoon Township on Saturdays or Sundays. No service is provided on major holidays including New Year’s Day, Memorial Day, Independence Day, Thanksgiving, and Christmas. Hours and days of CATARIDE service are subject to change whenever CATABUS schedules are revised. Fare-free demand responsive service is available for all trips that take place entirely within the CATABUS Campus Service area. For all other trips, the following two fare options are offered: • Cash – $3 per trip for Shared Ride and Complementary Paratransit Program passengers, $20 per trip for General Public passengers, exact change only • Coupons – One used per trip for Shared Ride and Complementary Paratransit Program passengers, available for $3 apiece, or 20 for $60 An advance reservation is required for each trip, including return trips and any stops along the way; this is accomplished by telephone contact with the CATARIDE dispatch office. Passengers may make reservations up to 14 days prior to the day of travel, but must, at a minimum, make a reservation the day prior to travel. Individual trips are grouped into shared rides whenever possible by scheduling pick-up times up to 60 minutes earlier or later than the requested time, with special accommodations made to meet work shift start times and medical appointment times. Passengers are notified of the scheduled pick-up time when the advance reservation is made. CATA Strategic Plan Plan Update 2016 - 2026 45 CATARIDE demand responsive service provides a somewhat higher level of personal assistance than CATABUS fixed route service. Drivers may assist passengers to and from the vehicle, generally at the curb, but at the door on a case-by-case basis. Support with packages is also provided while a CATARIDE rider boards or alights the vehicle. Drivers are not permitted to enter residences or other buildings at any time. Passengers requiring a higher level of assistance are permitted to bring along an escort (who rides at the same fare as the passenger), or personal care attendants (who ride free when deemed medically necessary through the program application process). CATACOMMUTE Ridesharing Services Supported by passenger fares, as well as federal, state, local, and private funding, CATA is able to offer ridesharing services to individuals whose trip either begins or ends in Centre County. As a result, individuals from an 11-county region within Central Pennsylvania (Figure 2-30) use a total of 45 CATA-owned vehicles as part of a vanpool program, as well as a number of private vehicles engaged in carpooling activities. All CATACOMMUTE ridesharing services employ a unique worker-driver concept on behalf of the agency, with all CATA-owned and private vehicles operated by program participants. Ridesharing services (including carpooling and vanpooling) currently operate within the following Central Pennsylvania counties: • • • • • • • • • • • • Centre Clinton Lycoming Mifflin Juniata Blair Clearfield Somerset Bedford Indiana Cambria Huntingdon Figure 2-30 (CATA Ridesharing Service Area) CATACOMMUTE ridesharing services are characterized by four distinct offerings: • The Vanpool Program was launched in October 2007 with six vanpool groups, and has subsequently grown to 43 vanpool groups with roughly 556 total participants. A vanpool group generally consists of 7-12 people who share a very similar commute. For every group of seven or more people who express an interest an initiating a vanpool, the Commuter Services Manager asks for a volunteer driver to help organize the group. The vanpool travels from home (or a pre-arranged meeting place) to work, school, or other destinations. To be cost-effective, the vanpool group should generally travel at least 40 miles round trip each day. 46 Chapter 2 - Current CATA Operations CATA provides the van, insurance coverage, maintenance, and a fleet fueling card. The fleet fueling card provides tax-free, volume discounted fuel for the vanpool. The vanpool group shares the total cost of the operation, which is determined by a base price plus a per-mile charge. Total fares vary according to distance and the number of participants, and are billed to the driver/coordinator of the group monthly, with payment due on the first of each month. This driver/coordinator typically rides for free in exchange for driving, collecting the money, and completing the daily log. The group also receives a credit for washing and cleaning the van monthly. • The Carpool Program operates on a smaller and more decentralized scale, via a web-based, computerized program that matches individuals from the surrounding communities who share a similar commute. When participants register online, they are asked to provide information to create a match list personalized to their schedule. Participants receive this free, custom list instantly. The participants can then create or join a carpool and/or contact other participants with questions. A carpool is simply two or more people riding together in one vehicle to their destination. Carpooling is flexible and can usually accommodate everyone’s needs. It is up to the individuals in the group to determine whether cash will be exchanged or whether members share the driving. During FY 2014-15, carpool participation is projected to grow to about 230 individuals. • The Emergency Ride Home Program helps carpool and vanpool participants to avoid being stranded in the event of certain emergency and/or unanticipated occurrences. An annual fee of $15 covers eligible individuals up to four times per year (for up to a 50-mile one-way trip in each event). Full-time Penn State employees are automatically registered for free, as the fee is paid by the University to CATA. Use of the program is strictly limited to emergencies, and monitored by CATA. Qualifying emergencies include: −− −− −− −− Illness or medical emergencies (participants and/or family members) Catastrophic personal emergencies (flood, fire, etc.) Work-related emergencies such as company shut-down or unscheduled, mandatory overtime Participants whose carpool or vanpool driver cannot provide a ride home because of a qualifying emergency When using this service, the participant contacts the Commuter Services Manager and is provided with taxi service or other transportation to a hospital, home, or relative’s home, as required. Arrangements to pick up a child from day care or school, and then proceed to the appropriate destination, are also permitted. During FY 2014-15, Emergency Ride Home utilization is projected to remain steady at about 90 trips provided. • Park and Ride Program makes the campus commuter parking lots at Jordan East, Stadium West, and Medlar Field available to eligible individuals who work in Downtown State College. There are some restrictions such as no overnight parking, cars must be removed by midnight on Friday nights prior to home PSU football games, and during any State College Spikes game day. Park and Ride monthly tags may be purchased from CATA for $15 each. Fare-free LOOP and LINK service is available for travel into Downtown State College. CATA Strategic Plan Plan Update 2016 - 2026 47 Peer Communities CATA is generally compared to a consistent group of 12 peers, both internally and by the Pennsylvania Department of Transportation (PennDOT) Bureau of Public Transportation. CATA and its counterparts generally operate robust systems in large university towns, with most systems qualifying for the federal Small Transit Intensive Cities (STIC) program. A few of CATA’s peers serve more than one institution of higher education. Besides CATA, the list of 12 agencies examined for fixed route and paratransit services includes the following: • Ames, Iowa (“CyRide”, serving Iowa State University) • Athens, Georgia (“Athens Transit” or “The Bus”, serving the University of Georgia) • Blacksburg, Virginia (“Blacksburg Transit” or “The BT”, serving Virginia Polytechnic Institute and State University) • Champaign-Urbana, Illinois (“Champaign-Urbana Mass Transit District” or “MTD”, serving the University of Illinois) • Chapel Hill, North Carolina (“Chapel Hill Transit”, serving the University of North Carolina) • Fort Collins, Colorado (“Transfort”, serving Colorado State University) • Gainesville, Florida (“Regional Transit System” or “RTS”, serving the University of Florida and Santa Fe Community College) • Ithaca, New York (“Tompkins Consolidated Area Transit” or “TCAT”, serving Cornell University and Ithaca College) • Lafayette, Indiana (“CityBus”, serving Purdue University) • Lexington, Kentucky (“Lextran”, serving the University of Kentucky, Transylvania University, and Sullivan University) • Lubbock, Texas (“Citibus”, serving Texas Tech University and Lubbock Christian University) • South Bend, Indiana (“TRANSPO”, serving the University of Notre Dame, Saint Mary’s College, and Indiana University – South Bend) Because vanpool programs are less common in the United States, a different peer group was assembled. These peers exhibit roughly the same fleet size and number of passengers carried as CATA, and include the following agencies: • • • • • • • • • • • • Bellingham, Washington (“Whatcom Transportation Authority” or “WTA”) Birmingham, Alabama (“Birmingham-Jefferson County Transit Authority” or “BJCTA”) Burlington, Washington (“Skagit Transit”) Cocoa, Florida (“Space Coast Area Transit” or “SCAT”) Colorado Springs, Colorado (“Mountain Metro Transit”) Daytona, Florida (“Volusia County Transit” or “Votran”) Douglasville, Georgia (“Georgia Regional Transportation Authority” or “GRTA”) Grand Rapids, Michigan (“Interurban Transit Partnership” or “The Rapid”) Gulfport, Mississippi (“Coast Transit Authority” or “CTA”) Lebanon, Kentucky (“Transit Authority of Central Kentucky” or “TACK”) Reno, Nevada (“Regional Transportation Commission of Washoe County” or “RTC”) Yakima, Washington (“Yakima Transit”) Performance Measures To compare the operations of CATA and all peer agencies, a variety of performance measures were generated. Both CATA staff and the Board of Directors expressed a preference for measures that were readily available (for example, from the National Transit Database [NTD]) and could be used to reliably draw comparison across systems. 48 Chapter 2 - Current CATA Operations The following performance measures are used to compare each agency’s overall operations: • Service area size • Service area population • Service area population density More detailed performance measures are used to compare the operations of each agency by mode, including the following: • • • • • • • • • • • • • • • Annual passenger miles Annual unlinked trips Annual revenue miles Annual revenue hours Maximum number of vehicles in operation Maximum number of vehicles available for service Annual operating expenses Annual fare revenues Operating cost recovery ratio Percentage of spare vehicles available Operating expense per revenue mile Operating expense per revenue hour Operating expense per unlinked trip Unlinked trips per revenue mile Unlinked trips per revenue hour All data was obtained from the Integrated National Transit Database Analysis System (INTDAS), maintained by the Lehman Center for Transportation Research at Florida International University and the Florida Department of Transportation (FDOT). INTDAS combines the individual NTD data files from multiple properties and years into a single, standardized database, and provides customized tools for quick and easy data retrieval, visualization, and analysis. Accordingly, it not only allows users to perform trend analyses quickly, but also to run peer comparisons and other general database inquiries with relative ease. At the time data was gathered, INTDAS had been updated as of the 2013 NTD reporting year. Fort Collins, CO had not yet reported paratransit operating and performance data for the reporting year. CATA Strategic Plan Plan Update 2016 - 2026 49 Service Area Size Measuring service area size in square miles yields valuable information about how extensive a transit agency’s services are. Service area size can influence many other performance measures related to service supplied, service consumed, costs, and productivity. CATA’s peer group covers service areas ranging from 15 to 476 square miles, with the peer group average being about 109 square miles. CATABUS fixed route services and CATARIDE paratransit services operate within one of the largest service areas (135 square miles) of its peer group, about 24% higher than the peer group average. It should be noted that the CATACOMMUTE service area is even larger still, covering the entire commutershed of CATA’s core service area. Historically, CATA has reported an artificially large value for service area size to the NTD. Drawing the ¾-mile ADA boundary around our current fixed route network, then measuring the area within those collective buffers, brings our service area size down to about 89 square miles. This would have the effect on increasing our service area population density, and therefore the figure shown in this analysis should be viewed with some skepticism. Figure 2-31 (Service Area Size – in Square Miles) 50 Chapter 2 - Current CATA Operations Service Area Population Measuring service area population yields valuable information about the size of a transit agency’s potential market. Service area population can influence many other performance measures related to service supplied, service consumed, costs, and productivity. Other factors being equal, transit agencies with larger service area populations tend to offer services that are more efficient, effective, and productive. CATA’s peer group serves populations ranging from about 57,000 to about 296,000, with the peer group average being about 138,000. CATABUS fixed route services and CATARIDE paratransit services are provided to a somewhat smaller population than many of its peers. The service area population of about 112,000 is roughly 19% lower than the peer group average. Figure 2-32 (Service Area Population) CATA Strategic Plan Plan Update 2016 - 2026 51 Service Area Population Density Computed by dividing the agency’s total service area population by its total service area size, the service area population density can influence many other performance measures related to service supplied, service consumed, costs, and productivity. Other factors being equal, transit agencies with larger service area population density tend to offer services that are more efficient, effective, and productive. CATA’s peer group serves population densities ranging from about 215 persons per square mile to about 4,715 persons per square mile, with the peer group average being about 2,218 persons per square mile. CATABUS fixed route services and CATARIDE paratransit services are provided to a significantly less dense than average population compared to its peers. Its service area population density of about 830 persons per square mile is about 63% lower than the peer group average. As noted on page 43, assuming a more practical service area size of 89 square miles increases CATA’s service area population density to about 1,258.43 persons per square mile, which places the agency somewhat closer to the peer group average. Figure 2-33 (Service Area Population Density – in Persons per Square Mile) 52 Chapter 2 - Current CATA Operations Annual Passenger Miles – Fixed Route Total passenger miles traveled represents the cumulative sum of the distances ridden by each passenger while a vehicle is in revenue service. For example, one passenger mile is the equivalent of a single one-mile trip taken by a single passenger. Passenger miles are a basic unit of production that a transit agency creates, and are useful in measuring the volume of passenger traffic. CATA’s peer group provides anywhere from about 5.4 million to about 26.5 million passenger miles of fixed route service per year, with the peer group average being about 13 million annual passenger miles. CATABUS fixed route services compare quite favorably within this peer group. An annual total of about 16.3 million passenger miles of service provided is lower than only three other peers, and is about 26% higher than the peer group average. Figure 2-34 (Annual Passenger Miles – Fixed Route) CATA Strategic Plan Plan Update 2016 - 2026 53 Annual Unlinked Trips – Fixed Route Total unlinked trips represent the number of passengers who board public transportation vehicles. Passengers are counted each time they board vehicles no matter how many vehicles they use to travel from their origin to their destination. For example, a passenger who uses a transfer between routes to reach their destination has taken one “linked” trip, but two “unlinked” trips. CATA’s peer group provides anywhere from about 1.7 million to about 11.9 million unlinked fixed route trips per year, with the peer group average being about 5.4 million annual unlinked trips. CATABUS fixed route services perform better-than-average within this peer group. An annual total of about 7.1 million unlinked trips is lower than only two other peers, and about 30% higher than the peer group average. Figure 2-35 (Annual Unlinked Trips – Fixed Route) 54 Chapter 2 - Current CATA Operations Annual Revenue Miles – Fixed Route Revenue miles are provided anytime a vehicle is available to the general public and there is an expectation of carrying passengers. These passengers either: directly pay fares, are subsidized by public policy, or have payment provided for them through some contractual arrangement. Vehicles operated in fare-free service are considered in revenue service. Revenue service includes layover / recovery time. It does not include deadhead, vehicle maintenance testing, or training. CATA’s peer group provides anywhere from about 757,500 to about 3.3 million revenue miles of fixed route service per year, with the peer group average being about 1.7 million annual revenue miles. CATABUS fixed route services are slightly below average within this peer group. An annual total of about 1.6 million revenue miles places the agency at about the middle of the group, about 11% lower than the peer group average. Figure 2-36 (Annual Revenue Miles – Fixed Route) CATA Strategic Plan Plan Update 2016 - 2026 55 Annual Revenue Hours – Fixed Route Revenue hours are also provided anytime a vehicle is available to the general public and there is an expectation of carrying passengers. These passengers either: directly pay fares, are subsidized by public policy, or have payment provided for them through some contractual arrangement. Vehicles operated in fare-free service are considered in revenue service. Revenue service includes layover / recovery time. It does not include deadhead, vehicle maintenance testing, or training. CATA’s peer group provides anywhere from about 65,900 to about 290,800 revenue hours of fixed route service per year, with the peer group average being about 142,300 annual revenue hours. CATABUS fixed route services are slightly below average within this peer group. An annual total of about 123,300 revenue hours places the agency at about the middle of the group, about 13% lower than the peer group average. Figure 2-37 (Annual Revenue Hours – Fixed Route) 56 Chapter 2 - Current CATA Operations Maximum Number of Vehicles in Operation – Fixed Route The maximum number of vehicles used in operation of service represents the peak number of vehicles employed by an agency to meet its daily service needs. This measure does not include spare or back-up vehicles not consistently used, nor does it include personal vehicles, or any other vehicle not used in the provision of revenue service. CATA’s peer group utilizes a peak fleet of anywhere from 22 to 103 fixed route vehicles, with the peer group average being 56 fixed route vehicles. The CATABUS fixed route fleet is slightly larger than average within this peer group. A peak fleet of 58 revenue vehicles places the agency just above the middle of the group, about 3.5% higher than the peer group average. Figure 2-38 (Maximum Number of Vehicles in Operation – Fixed Route) CATA Strategic Plan Plan Update 2016 - 2026 57 Maximum Number of Vehicles Available for Service – Fixed Route The maximum number of vehicles available for operation of service essentially represents the total fleet size of an agency. This measure includes spare and back-up vehicles, but does not include personal vehicles, or any other vehicle not used in the provision of revenue service. CATA’s peer group utilizes a total fleet of anywhere from 31 to 123 fixed route vehicles, with the peer group average being 71 fixed route vehicles. The CATABUS fixed route fleet is somewhat below average within this peer group. A total fleet of 66 revenue vehicles places the agency in the lower half of the group, about 7% lower than the peer group average. Figure 2-39 (Maximum Number of Vehicles Available for Service – Fixed Route) 58 Chapter 2 - Current CATA Operations Annual Operating Expenses – Fixed Route Operating expenses are those expenses associated with the operation of the transit agency, classified by function or activity, and related goods and services purchased. The basic functions and object classes are defined in Section 5.2 and 6.2 of the Uniform System of Accounts (USOA). These are consumable items with a useful life of less than one year or an acquisition cost which equals the lesser of the capitalization level established by the government unit for financial statement purposes, or $5,000. By contrast, capital expenses tend to be more costly fixed or movable assets with a longer service life. CATA’s peer group has fixed route operating budgets ranging from about $5.2 million to about $29.4 million per year, with the peer group average being about $12.4 million. CATABUS fixed route services are about average within this peer group. An annual operating budget of about $11.7 million places the agency at about the middle of the group, about 5% lower than the peer group average. Figure 2-40 (Annual Operating Expenses – Fixed Route) CATA Strategic Plan Plan Update 2016 - 2026 59 Annual Fare Revenues – Fixed Route Fare revenues include all income received directly from passengers, paid either in cash or through pre-paid tickets, passes, etc. They include overages from those passengers who deposit more money than necessary on a vehicle that is not equipped to dispense change. They also include the reduced fares paid by passengers in a user-side subsidy arrangement. CATA’s peer group collects fixed route fares ranging from about $1 million to about $13.5 million per year, with the peer group average being about $4.6 million. CATABUS fixed route services generate an above-average level of fare revenues relative to this peer group. Annual fixed route fares collected of about $5.8 million places the agency lower than only 3 of its peers, about 34% higher than the peer group average. Figure 2-41 (Annual Fare Revenues – Fixed Route) 60 Chapter 2 - Current CATA Operations Operating Cost Recovery Ratio – Fixed Route The operating cost recovery ratio (also called the farebox recovery ratio) of a transit agency is the percentage of operating expenses which are met by the fares paid by passengers. Computed by dividing the agency’s total fare revenue by its total operating expenses, the operating cost recovery ratio is a measure of how well services can support themselves through fare revenue generated, exclusive of federal, state, local, and private subsidies. CATA’s peer group exhibits a fixed route operating cost recovery ratio ranging from about 13.7% to about 63.1%, with the peer group average being about 38.3%. CATABUS fixed route services support themselves through fare revenue at an above-average level relative to this peer group. A fixed route operating cost recovery ratio of about 49.7% places the agency in about the middle of the group, about 29.8% higher than the peer group average. Figure 2-42 (Operating Cost Recovery Ratio – Fixed Route) CATA Strategic Plan Plan Update 2016 - 2026 61 Percentage Spare Vehicles Available – Fixed Route The percentage of spare vehicles available (also called the spare ratio) refers to the percentage of total vehicles that are not needed in peak service out of all the vehicles that are used in peak service. For example, suppose a transit agency has 200 buses, of which 160 are needed in peak service. The remaining 40 buses can be used in case there is a problem with the first 160 buses, thus, the spare ratio is 40 / 160 or 25%. Too high a percentage increases costs, while too low a percentage may jeopardize the operation of peak service. The Federal Transit Administration (FTA) specifies a maximum spare ratio of 20%. CATA’s peer group carries fixed route spare ratios ranging from about 9.7% to about 76.5%, with the peer group average being about 28.1%. The CATABUS fixed route spare ratio is quite low relative to this peer group. A fixed route spare ratio of about 13.8% places the agency near the bottom of its peer group, about 51% lower than the peer group average, as well as below FTA recommendations. Figure 2-43 (Percentage Spare Vehicles Available – Fixed Route) 62 Chapter 2 - Current CATA Operations Operating Expense per Revenue Mile – Fixed Route Operating expense per revenue mile is computed by dividing a transit agency’s total operating expenses by the total number of revenue miles of service provided. It is a measure of how costly services are to operate on a permile basis. CATA’s peer group exhibits a fixed route operating expense per revenue mile ranging from $4.40 to $9.77, with the peer group average being about $7.19. CATABUS fixed route services are slightly more expensive to operate on a per-mile basis than the comparable services of its peers. An operating expense per revenue mile of $7.78 places the agency higher than all but three of its peers, about 8.2% higher than the peer group average. Figure 2-44 (Operating Expense per Revenue Mile – Fixed Route) CATA Strategic Plan Plan Update 2016 - 2026 63 Operating Expense per Revenue Hour – Fixed Route Operating expense per revenue hour is computed by dividing a transit agency’s total operating expenses by the total number of revenue hours of service provided. It is a measure of how costly services are to operate on a per-hour basis. CATA’s peer group exhibits a fixed route operating expense per revenue hour ranging from $55.70 to $114.65, with the peer group average being about $85.58. CATABUS fixed route services are somewhat more expensive to operate on a per-hour basis than the comparable services of its peers. An operating expense per revenue hour of $95.24 places the agency at about the middle of the group, about 11.3% higher than the peer group average. Figure 2-45 (Operating Expense per Revenue Hour – Fixed Route) 64 Chapter 2 - Current CATA Operations Operating Expense per Unlinked Trip – Fixed Route Operating expense per unlinked trip is computed by dividing a transit agency’s total operating expenses by the total number of unlinked trips provided. It is a measure of how costly services are to operate on a per-trip basis. CATA’s peer group exhibits a fixed route operating expense per unlinked trip ranging from $1.37 to $4.06, with the peer group average being about $2.46. CATABUS fixed route services are significantly less expensive to operate on a per-trip basis than the comparable services of its peers. An operating expense per unlinked trip of $1.66 is higher than just 2 of its peers, and about 32.5% lower than the peer group average. Figure 2-46 (Operating Expense per Unlinked Trip – Fixed Route) CATA Strategic Plan Plan Update 2016 - 2026 65 Unlinked Trips per Revenue Mile – Fixed Route Unlinked trips per revenue mile is computed by dividing a transit agency’s unlinked trips by the total number of revenue miles of service provided. It is a measure of how productive services are on a per-mile basis. CATA’s peer group exhibits a productivity rate of unlinked trips per revenue mile ranging from 1.8 to 5.07, with the peer group average being about 3.22. CATABUS fixed route services are significantly more productive to operate on a per-mile basis than the comparable services of its peers. A number of unlinked trips per revenue mile of 4.68 is lower than just one of its peers, and about 45.3% higher than the peer group average. Figure 2-47 (Unlinked Trips per Revenue Mile – Fixed Route) 66 Chapter 2 - Current CATA Operations Unlinked Trips per Revenue Hour – Fixed Route Unlinked trips per revenue hour is computed by dividing a transit agency’s unlinked trips by the total number of revenue hours of service provided. It is a measure of how productive services are on a per-hour basis. CATA’s peer group exhibits a productivity rate of unlinked trips per revenue hour ranging from 24.42 to 57.37, with the peer group average being about 37.55. CATABUS fixed route services are significantly more productive to operate on a per-hour basis than the comparable services of its peers. A number of unlinked trips per revenue mile of 57.37 leads the group of CATA’s peers, and is about 52.8% higher than the peer group average. Figure 2-48 (Unlinked Trips per Revenue Hour – Fixed Route) CATA Strategic Plan Plan Update 2016 - 2026 67 Annual Passenger Miles – Paratransit Total passenger miles traveled represents the cumulative sum of the distances ridden by each passenger on a vehicle in revenue service. For example, one passenger mile is the equivalent of a single one-mile trip taken by a single passenger. Passenger miles are a basic unit of production that a transit agency creates, and are useful in measuring the volume of passenger traffic. CATA’s peer group provides anywhere from about 35,600 to about 1.36 million passenger miles of paratransit service per year, with the peer group average being about 398,200 annual passenger miles. CATARIDE paratransit services are somewhat below average within this peer group. An annual total of about 214,600 passenger miles of service provided places the agency just below the middle of the peer group, but about 46.1% lower than the peer group average. Figure 2-49 (Annual Passenger Miles – Paratransit) 68 Chapter 2 - Current CATA Operations Annual Unlinked Trips – Paratransit Total unlinked trips represent the number of passengers who board public transportation vehicles. Passengers are counted each time they board vehicles no matter how many vehicles they use to travel from their origin to their destination. For example, a passenger who uses a transfer between routes to reach their destination has taken one “linked” trip, but two “unlinked” trips. CATA’s peer group provides anywhere from about 9,500 to about 173,100 unlinked fixed route trips per year, with the peer group average being about 61,600 annual unlinked trips. CATARIDE paratransit services are somewhat below average within this peer group. An annual total of about 34,500 unlinked trips is lower than all but four other peers, and also about 43.9% lower than the peer group average. Figure 2-50 (Annual Unlinked Trips – Paratransit) CATA Strategic Plan Plan Update 2016 - 2026 69 Annual Revenue Miles – Paratransit Revenue miles are provided anytime a vehicle is available to the general public and there is an expectation of carrying passengers. These passengers either: directly pay fares, are subsidized by public policy, or have payment provided for them through some contractual arrangement. Vehicles operated in fare-free service are considered in revenue service. Revenue service includes layover / recovery time. It does not include deadhead, vehicle maintenance testing, or training. CATA’s peer group provides anywhere from about 35,500 to about 1.36 million revenue miles of fixed route service per year, with the peer group average being about 369,300 annual revenue miles. CATARIDE paratransit services are somewhat below average within this peer group. An annual total of about 141,800 revenue miles places the agency just below the middle of the group, but about 61.6% lower than the peer group average. Figure 2-51 (Annual Revenue Miles – Paratransit) 70 Chapter 2 - Current CATA Operations Annual Revenue Hours – Paratransit Revenue hours are also provided anytime a vehicle is available to the general public and there is an expectation of carrying passengers. These passengers either: directly pay fares, are subsidized by public policy, or have payment provided for them through some contractual arrangement. Vehicles operated in fare-free service are considered in revenue service. Revenue service includes layover / recovery time. It does not include deadhead, vehicle maintenance testing, or training. CATA’s peer group provides anywhere from about 3,100 to about 97,800 revenue hours of fixed route service per year, with the peer group average being about 26,900 annual revenue hours. CATARIDE paratransit services are significantly below average within this peer group. An annual total of about 8,400 revenue hours places the agency near the bottom of the group, about 68.8% lower than the peer group average. Figure 2-52 (Annual Revenue Hours – Paratransit) CATA Strategic Plan Plan Update 2016 - 2026 71 Maximum Number of Vehicles in Operation – Paratransit The maximum number of vehicles used in operation of service represents the peak number of vehicles employed by an agency to meet its daily service needs. This measure does not include spare or back-up vehicles not consistently used, nor does it include personal vehicles, or any other vehicle not used in the provision of revenue service. CATA’s peer group utilizes a peak fleet of anywhere from 3 to 38 paratransit vehicles, with the peer group average being 16 paratransit vehicles. The CATARIDE paratransit route fleet is below average within this peer group. A peak fleet of 9 revenue vehicles places the agency below the middle of the group, about 43.8% lower than the peer group average. Figure 2-53 (Maximum Number of Vehicles in Operation – Paratransit) 72 Chapter 2 - Current CATA Operations Maximum Number of Vehicles Available for Service – Paratransit The maximum number of vehicles available for operation of service essentially represents the total fleet size of an agency. This measure includes spare and back-up vehicles, but does not include personal vehicles, or any other vehicle not used in the provision of revenue service. CATA’s peer group utilizes a total fleet of anywhere from 4 to 45 paratransit vehicles, with the peer group average being 21 paratransit vehicles. The CATARIDE paratransit fleet is below average within this peer group. A total fleet of 10 revenue vehicles places the agency lower than all but two of its peers, about 52.4% lower than the peer group average. Figure 2-54 (Maximum Number of Vehicles Available for Service – Paratransit) CATA Strategic Plan Plan Update 2016 - 2026 73 Annual Operating Expenses – Paratransit Operating expenses are those expenses associated with the operation of the transit agency, classified by function or activity, and related goods and services purchased. The basic functions and object classes are defined in Section 5.2 and 6.2 of the Uniform System of Accounts (USOA). These are consumable items with a useful life of less than one year or an acquisition cost which equals the lesser of the capitalization level established by the government unit for financial statement purposes, or $5,000. By contrast, capital expenses tend to be more costly fixed or movable assets with a longer service life. CATA’s peer group has paratransit operating budgets ranging from about $151,100 to about $4.83 million per year, with the peer group average being about $1.51 million. CATARIDE paratransit services are somewhat below average within this peer group. An annual operating budget of about $1 million places the agency at about the middle of the group, but about 33% lower than the peer group average. Figure 2-55 (Annual Operating Expenses – Paratransit) 74 Chapter 2 - Current CATA Operations Annual Fare Revenues – Paratransit Fare revenues include all income received directly from passengers, paid either in cash or through pre-paid tickets, passes, etc. They include overages from those passengers who deposit more money than is necessary on a vehicle not equipped to dispense change. They also include the reduced fares paid by passengers in a user-side subsidy arrangement. CATA’s peer group collects paratransit fares ranging from $0 to about $280,900 per year, with the peer group average being about $111,600. One agency – Chapel Hill, NC – does not collect paratransit fares. CATARIDE paratransit services generate an about average level of fare revenues relative to this peer group. Annual paratransit fares collected of about $106,300 place the agency lower than five of its peers, and about 4.8% lower than the peer group average. Figure 2-56 (Annual Fare Revenues – Paratransit) CATA Strategic Plan Plan Update 2016 - 2026 75 Operating Cost Recovery Ratio – Paratransit The operating cost recovery ratio (also called the farebox recovery ratio) of a transit agency is the percentage of operating expenses which are met by the fares paid by passengers. Computed by dividing the agency’s total fare revenue by its total operating expenses, the operating cost recovery ratio is a measure of how well services can support themselves through fare revenue generated, exclusive of federal, state, local, and private subsidies. CATA’s peer group exhibits a paratransit operating cost recovery ratio ranging from 0% to about 16.7%, with the peer group average being about 8.1%. CATARIDE paratransit services support themselves through fare revenue at an above-average level relative to this peer group. A paratransit operating cost recovery ratio of about 10.5% places the agency lower than only three of its peers, about 30.8% higher than the peer group average. Figure 2-57 (Operating Cost Recovery Ratio – Paratransit) 76 Chapter 2 - Current CATA Operations Percentage Spare Vehicles Available – Paratransit The percentage of spare vehicles available (also called the spare ratio) refers to the percentage of total vehicles that are not needed in peak service out of all the vehicles that are used in peak service. For example, suppose a transit agency has 200 buses, of which 160 are needed in peak service. The remaining 40 buses can be used in case there is a problem with the first 160 buses, thus, the spare ratio is 40 / 160 or 25%. Too high a percentage increases costs, while too low a percentage may jeopardize the operation of peak service. The Federal Transit Administration (FTA) specifies a maximum spare ratio of 20%. CATA’s peer group carries paratransit spare ratios ranging from about 10.3% to about 300%, with the peer group average being about 53.1%. The CATARIDE paratransit spare ratio is quite low relative to this peer group. A paratransit spare ratio of about 11.1% places the agency lower than all but one of its peers, about 79.1% lower than the peer group average. It should be noted, however, that the spare ratio carried in Ames, IA raises the peer group average considerably. Figure 2-58 (Percentage Spare Vehicles Available – Paratransit) CATA Strategic Plan Plan Update 2016 - 2026 77 Operating Expense per Revenue Mile – Paratransit Operating expense per revenue mile is computed by dividing a transit agency’s total operating expenses by the total number of revenue miles of service provided. It is a measure of how costly services are to operate on a permile basis. CATA’s peer group exhibits a paratransit operating expense per revenue mile ranging from $2.40 to $7.65, with the peer group average being about $4.84. CATARIDE paratransit services are significantly more expensive to operate on a per-mile basis than the comparable services of its peers. An operating expense per revenue mile of $7.12 places the agency lower than just one of its peers, and about 47.1% higher than the peer group average. Figure 2-59 (Operating Expense per Revenue Mile – Paratransit) 78 Chapter 2 - Current CATA Operations Operating Expense per Revenue Hour – Paratransit Operating expense per revenue hour is computed by dividing a transit agency’s total operating expenses by the total number of revenue hours of service provided. It is a measure of how costly services are to operate on a per-hour basis. CATA’s peer group exhibits a paratransit operating expense per revenue hour ranging from $36.94 to $120.36, with the peer group average being about $63.13. CATARIDE paratransit services are significantly more expensive to operate on a per-hour basis than the comparable services of its peers. An operating expense per revenue hour of $120.36 is the highest of its peers, and about 90.7% higher than the peer group average. Figure 2-60 (Operating Expense per Revenue Hour – Paratransit) CATA Strategic Plan Plan Update 2016 - 2026 79 Operating Expense per Unlinked Trip – Paratransit Operating expense per unlinked trip is computed by dividing a transit agency’s total operating expenses by the total number of unlinked trips provided. It is a measure of how costly services are to operate on a per-trip basis. CATA’s peer group exhibits a paratransit operating expense per unlinked trip ranging from $12.59 to $52.68, with the peer group average being about $26.27. CATARIDE paratransit services are somewhat more expensive to operate on a per-trip basis than the comparable services of its peers. An operating expense per unlinked trip of $29.24 places the agency lower than only two of its peers, and about 11.3% higher than the peer group average. Figure 2-61 (Operating Expense per Unlinked Trip – Paratransit) 80 Chapter 2 - Current CATA Operations Unlinked Trips per Revenue Mile – Paratransit Unlinked trips per revenue mile are computed by dividing a transit agency’s unlinked trips by the total number of revenue miles of service provided. It is a measure of how productive services are on a per-mile basis. CATA’s peer group exhibits a productivity rate of unlinked trips per revenue mile ranging from 0.10 to 0.32, with the peer group average being about 0.20. CATARIDE paratransit services are of somewhat above-average productivity to operate on a per-mile basis when compared to the services of its peers. A number of unlinked trips per revenue mile of 0.24 places the agency lower than only three of its peers, and about 20% higher than the peer group average. Figure 2-62 (Unlinked Trips per Revenue Mile – Paratransit) CATA Strategic Plan Plan Update 2016 - 2026 81 Unlinked Trips per Revenue Hour – Paratransit Unlinked trips per revenue hour are computed by dividing a transit agency’s unlinked trips by the total number of revenue hours of service provided. It is a measure of how productive services are on a per-hour basis. CATA’s peer group exhibits a productivity rate of unlinked trips per revenue hour ranging from 1.47 to 4.12, with the peer group average being about 2.53. CATARIDE paratransit services are significantly more productive to operate on a per-hour basis than the comparable services of its peers. A number of unlinked trips per revenue mile of 4.12 is highest in the group, and is about 62.8% higher than the peer group average. Figure 2-63 (Unlinked Trips per Revenue Hour – Paratransit) 82 Chapter 2 - Current CATA Operations Annual Passenger Miles – Vanpool Total passenger miles traveled represents the cumulative sum of the distances ridden by each passenger on vehicles in revenue service. For example, one passenger mile is the equivalent of a single one-mile trip taken by a single passenger. Passenger miles are a basic unit of production that a transit agency creates, and are useful in measuring the volume of passenger traffic. CATA’s peer group provides anywhere from about 1.0 million to about 7.9 million passenger miles of vanpool service per year, with the peer group average being about 4.61 million annual passenger miles. CATACOMMUTE vanpool services are slightly above average within this peer group. An annual total of about 4.96 million passenger miles of service provided places the agency at about the middle of the group, and about 7.6% higher than the peer group average. Figure 2-64 (Annual Passenger Miles – Vanpool) CATA Strategic Plan Plan Update 2016 - 2026 83 Annual Unlinked Trips – Vanpool Total unlinked trips represent the number of passengers who board public transportation vehicles. Passengers are counted each time they board vehicles no matter how many vehicles they use to travel from their origin to their destination. For example, a passenger who uses a transfer between routes to reach their destination has taken one “linked” trip, but two “unlinked” trips. CATA’s peer group provides anywhere from about 20,600 to about 180,000 unlinked vanpool trips per year, with the peer group average being about 99,300 annual unlinked trips. CATACOMMUTE vanpool services are somewhat above average within this peer group. An annual total of about 142,700 unlinked trips is lower than only three other peers, and also about 43.8% higher than the peer group average. Figure 2-65 (Annual Unlinked Trips – Vanpool) 84 Chapter 2 - Current CATA Operations Annual Revenue Miles – Vanpool Revenue miles are provided anytime a vehicle is available to the general public and there is an expectation of carrying passengers. These passengers either: directly pay fares, are subsidized by public policy, or have payment provided for them through some contractual arrangement. Vehicles operated in fare-free service are considered in revenue service. Revenue service includes layover / recovery time. It does not include deadhead, vehicle maintenance testing, or training. CATA’s peer group provides anywhere from about 156,600 to about 1.17 million revenue miles of vanpool service per year, with the peer group average being about 745,000 annual revenue miles. CATACOMMUTE vanpool services are somewhat below average within this peer group. An annual total of about 659,800 revenue miles places the agency higher than four of its peers, and about 11.4% lower than the peer group average. Figure 2-66 (Annual Revenue Miles – Vanpool) CATA Strategic Plan Plan Update 2016 - 2026 85 Annual Revenue Hours – Vanpool Revenue hours are also provided anytime a vehicle is available to the general public and there is an expectation of carrying passengers. These passengers either: directly pay fares, are subsidized by public policy, or have payment provided for them through some contractual arrangement. Vehicles operated in fare-free service are considered in revenue service. Revenue service includes layover / recovery time. It does not include deadhead, vehicle maintenance testing, or training. CATA’s peer group provides anywhere from about 3,600 to about 29,300 revenue hours of vanpool service per year, with the peer group average being about 16,400 annual revenue hours. CATACOMMUTE vanpool services are slightly above average within this peer group. An annual total of about 16,900 revenue hours places the agency above the middle of the group, and about 3.3% higher than the peer group average. Figure 2-67 (Annual Revenue Hours – Vanpool) 86 Chapter 2 - Current CATA Operations Maximum Number of Vehicles in Operation – Vanpool The maximum number of vehicles used in operation of service represents the peak number of vehicles employed by an agency to meet its daily service needs. This measure does not include spare or back-up vehicles not consistently used, nor does it include personal vehicles, or any other vehicle not used in the provision of revenue service. CATA’s peer group utilizes a peak fleet of anywhere from 9 to 65 vanpool vehicles, with the peer group average being 35 vanpool vehicles. The CATACOMMUTE vanpool route fleet is somewhat above average within this peer group. A peak fleet of 40 revenue vehicles places the agency just above the middle of the group, but about 14.3% higher than the peer group average. Figure 2-68 (Maximum Number of Vehicles in Operation – Vanpool) CATA Strategic Plan Plan Update 2016 - 2026 87 Maximum Number of Vehicles Available for Service – Vanpool The maximum number of vehicles available for operation of service essentially represents the total fleet size of an agency. This measure includes spare and back-up vehicles, but does not include personal vehicles, or any other vehicle not used in the provision of revenue service. CATA’s peer group utilizes a total fleet of anywhere from 17 to 74 vanpool vehicles, with the peer group average being 43 vanpool vehicles. The CATACOMMUTE vanpool fleet is slightly above average within this peer group. A total fleet of 45 revenue vehicles places the agency at about the middle of the group, and about 4.7% higher than the peer group average. Figure 2-69 (Maximum Number of Vehicles Available for Service – Vanpool) 88 Chapter 2 - Current CATA Operations Annual Operating Expenses – Vanpool Operating expenses are those expenses associated with the operation of the transit agency, classified by function or activity, and related goods and services purchased. The basic functions and object classes are defined in Section 5.2 and 6.2 of the Uniform System of Accounts (USOA). These are consumable items with a useful life of less than one year or an acquisition cost which equals the lesser of the capitalization level established by the government unit for financial statement purposes, or $5,000. By contrast, capital expenses tend to be more costly fixed or movable assets with a longer service life. CATA’s peer group has vanpool program operating budgets ranging from about $172,600 to about $797,400 per year, with the peer group average being about $480,600. CATACOMMUTE vanpool services are significantly below average within this peer group. An annual operating budget of about $351,100 places the agency at about the middle of the group, but about 26.9% lower than the peer group average. Figure 2-70 (Annual Operating Expenses – Vanpool) CATA Strategic Plan Plan Update 2016 - 2026 89 Annual Fare Revenues – Vanpool Fare revenues include all income received directly from passengers, paid either in cash or through pre-paid tickets, passes, etc. They include overages received from those passengers who deposit more money than is necessary on a vehicle not equipped to dispense change. They also include the reduced fares paid by passengers in a user-side subsidy arrangement. CATA’s peer group collects vanpool fares ranging from $0 to about $492,800 per year, with the peer group average being about $288,900. One agency – Lebanon, KY – does not collect vanpool fares. CATACOMMUTE vanpool services generate a somewhat above average level of fare revenues relative to this peer group. Annual vanpool fares collected of about $351,900 places the agency lower than only four of its peers, and about 21.8% higher than the peer group average. Figure 2-71 (Annual Fare Revenues – Vanpool) 90 Chapter 2 - Current CATA Operations Operating Cost Recovery Ratio – Vanpool The operating cost recovery ratio (also called the farebox recovery ratio) of a transit agency is the percentage of operating expenses which are met by the fares paid by passengers. Computed by dividing the agency’s total fare revenue by its total operating expenses, the operating cost recovery ratio is a measure of how well services can support themselves through fare revenue generated, exclusive of federal, state, local, and private subsidies. CATA’s peer group exhibits a vanpool operating cost recovery ratio ranging from 0% to about 100.23%, with the peer group average being about 58%. CATACOMMUTE vanpool services support themselves through fare revenue at a significantly above-average level relative to this peer group. A vanpool operating cost recovery ratio of about 100.23% places the agency at the top of its peer group, about 72.8% higher than the peer group average. Figure 2-72 (Operating Cost Recovery Ratio – Vanpool) CATA Strategic Plan Plan Update 2016 - 2026 91 Percentage Spare Vehicles Available – Vanpool The percentage of spare vehicles available (also called the spare ratio) refers to the percentage of total vehicles that are not needed in peak service out of all the vehicles that are used in peak service. For example, suppose a transit agency has 200 buses, of which 160 are needed in peak service. The remaining 40 buses can be used in case there is a problem with the first 160 buses, thus, the spare ratio is 40 / 160 or 25%. Too high a percentage increases costs, while too low a percentage may jeopardize the operation of peak service. The Federal Transit Administration (FTA) specifies a maximum spare ratio of 20%. CATA’s peer group carries paratransit spare ratios ranging from about 3.3% to about 144.4%, with the peer group average being about 30.7%. The CATACOMMUTE vanpool spare ratio is very low relative to this peer group. A vanpool spare ratio of about 12.5% places the agency lower than all but one of its peers, about 59.2% lower than the peer group average, and lower than FTA recommendations. Figure 2-73 (Percentage Spare Vehicles Available – Vanpool) 92 Chapter 2 - Current CATA Operations Operating Expense per Revenue Mile – Vanpool Operating expense per revenue mile is computed by dividing a transit agency’s total operating expenses by the total number of revenue miles of service provided. It is a measure of how costly services are to operate on a permile basis. CATA’s peer group exhibits a vanpool operating expense per revenue mile ranging from $0.48 to $1.10, with the peer group average being about $0.67. CATACOMMUTE vanpool services are somewhat less expensive to operate on a per-mile basis than the comparable services of its peers. An operating expense per revenue mile of $0.53 places the agency near the lower end of the group, and about 20.9% lower than the peer group average. Figure 2-74 (Operating Expense per Revenue Mile – Vanpool) CATA Strategic Plan Plan Update 2016 - 2026 93 Operating Expense per Revenue Hour – Vanpool Operating expense per revenue hour is computed by dividing a transit agency’s total operating expenses by the total number of revenue hours of service provided. It is a measure of how costly services are to operate on a per-hour basis. CATA’s peer group exhibits a vanpool operating expense per revenue hour ranging from $16.33 to $57.26, with the peer group average being about $31.26. CATACOMMUTE vanpool services are significantly less expensive to operate on a per-hour basis than the comparable services of its peers. An operating expense per revenue hour of $20.74 is higher than just two of its peers, and about 33.7% lower than the peer group average. Figure 2-75 (Operating Expense per Revenue Hour – Vanpool) 94 Chapter 2 - Current CATA Operations Operating Expense per Unlinked Trip – Vanpool Operating expense per unlinked trip is computed by dividing a transit agency’s total operating expenses by the total number of unlinked trips provided. It is a measure of how costly services are to operate on a per-trip basis. CATA’s peer group exhibits a vanpool operating expense per unlinked trip ranging from $2.46 to $14.58, with the peer group average being about $5.65. CATACOMMUTE vanpool services are significantly less expensive to operate on a per-trip basis than the comparable services of its peers. An operating expense per unlinked trip of $2.46 is the lowest in its peer group, and about 56.5% lower than the peer group average. Figure 2-76 (Operating Expense per Unlinked Trip – Vanpool) CATA Strategic Plan Plan Update 2016 - 2026 95 Unlinked Trips per Revenue Mile – Vanpool Unlinked trips per revenue mile are computed by dividing a transit agency’s unlinked trips by the total number of revenue miles of service provided. It is a measure of how productive services are on a per-mile basis. CATA’s peer group exhibits a productivity rate of unlinked vanpool trips per revenue mile ranging from 0.07 to 0.22, with the peer group average being about 0.13. CATACOMMUTE vanpool services are significantly more productive to operate on a per-mile basis than the comparable services of its peers. A number of unlinked trips per revenue mile of 0.22 is the highest of its peer group, and about 69.2% higher than the peer group average. Figure 2-77 (Unlinked Trips per Revenue Mile – Vanpool) 96 Chapter 2 - Current CATA Operations Unlinked Trips per Revenue Hour – Vanpool Unlinked trips per revenue hour are computed by dividing a transit agency’s unlinked trips by the total number of revenue hours of service provided. It is a measure of how productive services are on a per-hour basis. CATA’s peer group exhibits a productivity rate of unlinked vanpool trips per revenue hour ranging from 3.8 to 8.81, with the peer group average being about 5.97. CATACOMMUTE vanpool services are significantly more productive to operate on a per-hour basis than the comparable services of its peers. A number of unlinked trips per revenue hour of 8.43 is lower than just one of its peers, and about 41.2% higher than the peer group average. Figure 2-78 (Unlinked Trips per Revenue Hour – Vanpool) CATA Strategic Plan Plan Update 2016 - 2026 97 Trends in CATA Performance Measures To compare the operations of CATA over a period of time, in order to gauge the effects of growth in and changes to the services offered, a variety of performance measures were again generated. Both CATA staff and the Board of Directors expressed a preference for measures that were readily available (for example, from the National Transit Database [NTD]) and could be used to reliably draw comparisons over time. Using the internal data from the peer comparisons as a starting point, performance measures were calculated for a ten-year period. For vanpool services, given the relatively young age of the program, these measures were calculated for a five-year period. The performance measures calculated include the following: • • • • • • • Operating cost recovery ratio Percentage of spare vehicles available Operating expense per revenue mile Operating expense per revenue hour Operating expense per unlinked trip Unlinked trips per revenue mile Unlinked trips per revenue hour All data was obtained from the Integrated National Transit Database Analysis System (INTDAS), maintained by the Lehman Center for Transportation Research at Florida International University and the Florida Department of Transportation (FDOT). INTDAS combines the individual NTD data files from multiple properties and years into a single, standardized database, and provides customized tools for quick and easy data retrieval, visualization, and analysis. Accordingly, it not only allows users to perform trend analyses quickly, but also to run peer comparisons and other general database inquiries with relative ease. At the time data was gathered, INTDAS had been updated as of the 2013 NTD reporting year. Therefore, data is presented from the 2004 NTD reporting year onward. For vanpool services, data is presented from the 2008 NTD reporting year onward. 98 Chapter 2 - Current CATA Operations Operating Cost Recovery Ratio – Fixed Route The operating cost recovery ratio (also called the farebox recovery ratio) of a transit agency is the percentage of operating expenses which are met by the fares paid by passengers. Computed by dividing the agency’s total fare revenue by its total operating expenses, the operating cost recovery ratio is a measure of how well services can support themselves through fare revenue generated, exclusive of federal, state, local, and private subsidies. Over the ten-year period 2004-2013, the operating cost recovery ratio of CATABUS fixed route services has remained relatively flat at about 50%. Over the last several years, however, the trend has shown a moderate rebound from a low point of about 46.21%. Figure 2-79 (Operating Cost Recovery Ratio – Fixed Route) CATA Strategic Plan Plan Update 2016 - 2026 99 Percentage Spare Vehicles Available – Fixed Route The percentage of spare vehicles available (also called the spare ratio) refers to the percentage of total vehicles that are not needed in peak service out of all the vehicles that are used in peak service. For example, suppose a transit agency has 200 buses, of which 160 are needed in peak service. The remaining 40 buses can be used in case there is a problem with the first 160 buses, thus, the spare ratio is 40 / 160 or 25%. Too high a percentage increases costs, while too low a percentage may jeopardize the operation of peak service. The Federal Transit Administration (FTA) specifies a maximum spare ratio of 20%. Over the ten-year period 2004-2013, the percentage spare vehicles available of CATABUS fixed route services has fallen from about 14.58% to about 13.79%, and the general trend over that time period is moderately declining, with some periods of exception, likely as new vehicles are purchased and placed into service. Figure 2-80 (Percentage Spare Vehicles Available – Fixed Route) 100 Chapter 2 - Current CATA Operations Operating Expense per Revenue Hour – Fixed Route Operating expense per revenue mile is computed by dividing a transit agency’s total operating expenses by the total number of revenue miles of service provided. It is a measure of how costly services are to operate on a permile basis. Over the ten-year period 2004-2013, the operating expense per revenue mile of CATABUS fixed route services has risen from about $6.12 to about $7.78, and the general trend over that time period is very consistently increasing, with two notable periods of exception. Figure 2-81 (Operating Expense per Revenue Mile – Fixed Route) CATA Strategic Plan Plan Update 2016 - 2026 101 Operating Expense per Revenue Hour – Fixed Route Operating expense per revenue hour is computed by dividing a transit agency’s total operating expenses by the total number of revenue hours of service provided. It is a measure of how costly services are to operate on a per-hour basis. Over the ten-year period 2004-2013, the operating expense per revenue hour of CATABUS fixed route services has risen from about $60.21 to about $95.24, and the general trend over that time period is increasing, though the trend has reversed slightly within the last several years. Figure 2-82 (Operating Expense per Revenue Hour – Fixed Route) 102 Chapter 2 - Current CATA Operations Operating Expense per Unlinked Trip – Fixed Route Operating expense per unlinked trip is computed by dividing a transit agency’s total operating expenses by the total number of unlinked trips provided. It is a measure of how costly services are to operate on a per-trip basis. Over the ten-year period 2004-2013, the operating expense per unlinked trip of CATABUS fixed route services has risen from about $1.01 to about $1.66, and the general trend over that time period is very steadily increasing, with no periods of exception. Figure 2-83 (Operating Expense per Unlinked Trip – Fixed Route) CATA Strategic Plan Plan Update 2016 - 2026 103 Unlinked Trips per Revenue Mile – Fixed Route Unlinked trips per revenue mile is computed by dividing a transit agency’s unlinked trips by the total number of revenue miles of service provided. It is a measure of how productive services are on a per-mile basis. Over the ten-year period 2004-2013, the unlinked trips per revenue mile of CATABUS fixed route services has fallen from about 6.05 to about 4.68, and the general trend over that time period is very steadily decreasing, with two periods of exception. Moreover, the trend seems to have leveled out somewhat over the last several years, and increased within the last year. This trend seems to match the trend toward more community-based ridership as opposed to campus ridership. Figure 2-84 (Unlinked Trips per Revenue Mile – Fixed Route) 104 Chapter 2 - Current CATA Operations Unlinked Trips per Revenue Hour – Fixed Route Unlinked trips per revenue hour is computed by dividing a transit agency’s unlinked trips by the total number of revenue hours of service provided. It is a measure of how productive services are on a per-hour basis. Over the ten-year period 2004-2013, the unlinked trips per revenue hour of CATABUS fixed route services has fallen from about 59.47 to about 57.37, though the general trend over that time period is generally flat at just under 60 unlinked trips per revenue hour. Of particular note is that this performance measure fell markedly within the last several years following a period of consistent increase, although that shorter trend is beginning to reverse. Figure 2-85 (Unlinked Trips per Revenue Hour – Fixed Route) CATA Strategic Plan Plan Update 2016 - 2026 105 Operating Cost Recovery Ratio – Paratransit The operating cost recovery ratio (also called the farebox recovery ratio) of a transit agency is the percentage of operating expenses which are met by the fares paid by passengers. Computed by dividing the agency’s total fare revenue by its total operating expenses, the operating cost recovery ratio is a measure of how well services can support themselves through fare revenue generated, exclusive of federal, state, local, and private subsidies. Over the ten-year period 2004-2013, the operating cost recovery ratio of CATARIDE paratransit services has fallen from about 18.87% to about 10.53%, and the general trend over that time period is decreasing, with two periods of exception. Over the last seven-year period, this decline has become much more consistent. Figure 2-86 (Operating Cost Recovery Ratio – Paratransit) 106 Chapter 2 - Current CATA Operations Percentage Spare Vehicles Available – Paratransit The percentage of spare vehicles available (also called the spare ratio) refers to the percentage of total vehicles that are not needed in peak service out of all the vehicles that are used in peak service. For example, suppose a transit agency has 200 buses, of which 160 are needed in peak service. The remaining 40 buses can be used in case there is a problem with the first 160 buses, thus, the spare ratio is 40 / 160 or 25%. Too high a percentage increases costs, while too low a percentage may jeopardize the operation of peak service. The Federal Transit Administration (FTA) specifies a maximum spare ratio of 20%. Over the ten-year period 2004-2013, the percentage spare vehicles of CATARIDE paratransit services has fallen from about 14.29% to about 11.11%, and the general trend over that time period is mostly flat to decreasing. In fact, no decline is evident until the most recent years. Figure 2-87 (Percentage Spare Vehicles Available – Paratransit) CATA Strategic Plan Plan Update 2016 - 2026 107 Operating Expense per Revenue Mile – Paratransit Operating expense per revenue mile is computed by dividing a transit agency’s total operating expenses by the total number of revenue miles of service provided. It is a measure of how costly services are to operate on a permile basis. Over the ten-year period 2004-2013, the operating expense per revenue mile of CATARIDE paratransit services has risen from about $3.63 to about $7.12, and the general trend over that time period is increasing, with two periods of exception. The increase within the last several years has been significant. Figure 2-88 (Operating Expense per Revenue Mile – Paratransit) 108 Chapter 2 - Current CATA Operations Operating Expense per Revenue Hour – Paratransit Operating expense per revenue hour is computed by dividing a transit agency’s total operating expenses by the total number of revenue hours of service provided. It is a measure of how costly services are to operate on a per-hour basis. Over the ten-year period 2004-2013, the operating expense per revenue hour of CATARIDE paratransit services has risen from about $75.47 to about $120.36, and the general trend over that time period is increasing, with three periods of exception. Of particular note is a somewhat sharp increase in this performance measure for the most recent reporting year. Figure 2-89 (Operating Expense per Revenue Hour – Paratransit) CATA Strategic Plan Plan Update 2016 - 2026 109 Operating Expense per Unlinked Trip – Paratransit Operating expense per unlinked trip is computed by dividing a transit agency’s total operating expenses by the total number of unlinked trips provided. It is a measure of how costly services are to operate on a per-trip basis. Over the ten-year period 2004-2013, the operating expense per unlinked trip of CATARIDE paratransit services has risen from about $12.56 to about $29.24, and the general trend over that time period is increasing, with only one period of slight exception. Of particular note is a very sharp and accelerating rise in this performance measure over the last four years, after years of much more modest increases. This is likely attributable, at least in part, to the recent award of the paratransit contract to a new firm – Ride Right, LLC. Figure 2-90 (Operating Expense per Unlinked Trip – Paratransit) 110 Chapter 2 - Current CATA Operations Unlinked Trips per Revenue Mile – Paratransit Unlinked trips per revenue mile are computed by dividing a transit agency’s unlinked trips by the total number of revenue miles of service provided. It is a measure of how productive services are on a per-mile basis. Over the ten-year period 2004-2013, the unlinked trips per revenue mile of CATARIDE paratransit services has fallen from about 0.29 to about 0.24, and the general trend over that time period is decreasing, with only two periods of exception. Of particular note is a very sharp and accelerating rise in this performance measure over the last reporting year, following several years of equally sharp decreases. Figure 2-91 (Unlinked Trips per Revenue Mile – Paratransit) CATA Strategic Plan Plan Update 2016 - 2026 111 Unlinked Trips per Revenue Hour – Paratransit Unlinked trips per revenue hour are computed by dividing a transit agency’s unlinked trips by the total number of revenue hours of service provided. It is a measure of how productive services are on a per-hour basis. Over the ten-year period 2004-2013, the unlinked trips per revenue hour of CATARIDE paratransit services has fallen from about 6.01 to about 4.12, and the general trend over that time period is decreasing, with three periods of exception. Of particular note is a very sharp and accelerating rise in this performance measure over the last reporting year, following several years of equally sharp decreases. Figure 2-92 (Unlinked Trips per Revenue Hour – Paratransit) 112 Chapter 2 - Current CATA Operations Operating Cost Recovery Ratio – Vanpool The operating cost recovery ratio (also called the farebox recovery ratio) of a transit agency is the percentage of operating expenses which are met by the fares paid by passengers. Computed by dividing the agency’s total fare revenue by its total operating expenses, the operating cost recovery ratio is a measure of how well services can support themselves through fare revenue generated, exclusive of federal, state, local, and private subsidies. Over the six-year period 2008-2013, the operating cost recovery ratio of CATACOMMUTE vanpool services has risen from about 55.54% to about 100.23%, and the general trend over that time period is increasing, with one period of exception. The data is somewhat inconsistent and variable given the relative young age of the program. Of particular note is the sharp increase in this performance measure in the most recent time period, to the point where it appears that CATACOMMUTE vanpool services are recovery all of their operating costs through passenger fares. Figure 2-93 (Operating Cost Recovery Ratio – Vanpool) CATA Strategic Plan Plan Update 2016 - 2026 113 Percentage Spare Vehicles Available – Vanpool The percentage of spare vehicles available (also called the spare ratio) refers to the percentage of total vehicles that are not needed in peak service out of all the vehicles that are used in peak service. For example, suppose a transit agency has 200 buses, of which 160 are needed in peak service. The remaining 40 buses can be used in case there is a problem with the first 160 buses, thus, the spare ratio is 40 / 160 or 25%. Too high a percentage increases costs, while too low a percentage may jeopardize the operation of peak service. The Federal Transit Administration (FTA) specifies a maximum spare ratio of 20%. Over the six-year period 2008-2013, the percentage spare vehicles available of CATACOMMUTE vanpool services has fallen from about 20% to about 12.5%, and the general trend over that time period is decreasing, with two periods of exception, one of them quite notable. The data is somewhat inconsistent and variable given the relative young age of the program. The spare ratio spikes in the 2010 reporting year as new vans are purchased for program expansion, then generally falls again as these vans are allocated to newly-formed groups. Figure 2-94 (Percentage Spare Vehicles Available – Vanpool) 114 Chapter 2 - Current CATA Operations Operating Expense per Revenue Mile – Vanpool Operating expense per revenue mile is computed by dividing a transit agency’s total operating expenses by the total number of revenue miles of service provided. It is a measure of how costly services are to operate on a permile basis. Over the six-year period 2008-2013, the operating expense per revenue mile of CATACOMMUTE vanpool services has fallen from about $1.04 to about $0.53, and the general trend over that time period is decreasing, with one period of slight exception. As the program matures, the decline in this performance measure started out very sharp, but has leveled out somewhat in recent years. Figure 2-95 (Operating Expense per Revenue Mile – Vanpool) CATA Strategic Plan Plan Update 2016 - 2026 115 Operating Expense per Revenue Hour – Vanpool Operating expense per revenue hour is computed by dividing a transit agency’s total operating expenses by the total number of revenue hours of service provided. It is a measure of how costly services are to operate on a per-hour basis. Over the six-year period 2008-2013, the operating expense per revenue hour of CATACOMMUTE vanpool services has fallen from about $32.59 to about $20.74, and the general trend over that time period is decreasing, with one period of notable exception. As the program matures, the decline in this performance measure started out very sharp, spiked back up, and has leveled out somewhat in recent years. Figure 2-96 (Operating Expense per Revenue Hour – Vanpool) 116 Chapter 2 - Current CATA Operations Operating Expense per Unlinked Trip – Vanpool Operating expense per unlinked trip is computed by dividing a transit agency’s total operating expenses by the total number of unlinked trips provided. It is a measure of how costly services are to operate on a per-trip basis. Over the six-year period 2008-2013, the operating expense per unlinked trip of CATACOMMUTE vanpool services has fallen from about $3.56 to about $2.46, and the general trend over that time period is decreasing, with one period of notable exception. As the program matures, the decline in this performance measure started out very sharp, spiked back up, and has leveled out somewhat in recent years. Figure 2-97 (Operating Expense per Unlinked Trip – Vanpool) CATA Strategic Plan Plan Update 2016 - 2026 117 Unlinked Trips per Revenue Mile – Vanpool Unlinked trips per revenue mile are computed by dividing a transit agency’s unlinked trips by the total number of revenue miles of service provided. It is a measure of how productive services are on a per-mile basis. Over the six-year period 2008-2013, the unlinked trips per revenue mile of CATACOMMUTE vanpool services has fallen from about 0.29 to about 0.22, and the general trend over that time period is decreasing, with very consistent performance over time. The decline in this performance measure has leveled out somewhat in recent years. Figure 2-98 (Unlinked Trips per Revenue Mile – Vanpool) 118 Chapter 2 - Current CATA Operations Unlinked Trips per Revenue Hour – Vanpool Unlinked trips per revenue hour are computed by dividing a transit agency’s unlinked trips by the total number of revenue hours of service provided. It is a measure of how productive services are on a per-hour basis. Over the six-year period 2008-2013, the unlinked trips per revenue hour of CATACOMMUTE vanpool services has fallen from about 9.16 to about 8.43, though the general trend over that time period is flat at roughly 9 unlinked trips per revenue hour, with some data fluctuation early in the period. As the program matures, the decline in this performance measure started out very sharp, spiked back up, and has declined again in recent years. Figure 2-99 (Unlinked Trips per Revenue Hour – Vanpool) CATA Strategic Plan Plan Update 2016 - 2026 119 Key Findings and Questions – Current CATA Operations As this data was compiled, analyzed, and discussed both at a staff level and with the project management team (PMT), a number of key findings and questions became apparent that may have implications for future strategic initiatives and/or provide other valuable supporting data. These include the following, in order of discussion rather than particular order of importance or priority: • CATA’s low and generally declining spare ratio is the primary determining factor in many service planning and operational decisions. This is particularly apparent as it relates to CATABUS fixed route services; in the case of CATARIDE paratransit services, for example, the subcontractor must, by contract supplement the fleet with its own vehicles to meet demand and avoid denials. As a result, the numbers listed in the NTD may not be completely accurate as it doesn’t always take this fact into consideration. Raising the spare ratio to a level more closely matched to industry peers, as well as to the maximum specified by FTA, is presumed to carry numerous service planning and operational benefits, and will be of primary importance in the coming years. • CATA’s operational costs per unit of service (revenue mile, revenue hour, and unlinked trip) are rising for both CATABUS fixed route services and CATARIDE paratransit services. For CATACOMMUTE vanpool services, these costs are in decline as the program matures and economies of scale are gained. In the case of fixed route and paratransit services, these cost increases are likely contingent upon a wide variety of both internal and external factors. What internal factors are within CATA’s scope of control, and what measures can be taken to slow or reverse cost increases going forward? • CATA’s ability to capture true and accurate cost information for the CATACOMMUTE vanpool program have greatly improved since the program’s inception. This should enhance the agency’s ability to charge a passenger fare that is more reflective of these true and accurate costs, and seems to suggest that a higher and more consistent level of cost recovery can be achieved in the coming years. • CATA has long held an “unspoken” target of 50% operating cost recovery ratio for CATABUS fixed route services. If we determine that we want to keep this performance metric, we will need to consider the implications on service decisions on routes outside of the student corridors, as well as service growth into areas not currently served. It should be noted that CATA’s lower-than-average service area population density may have negative implications with respect to this performance target, should service be expanded outside of existing corridors. • If we determine that cost recovery is important, should we set metrics based on service categories? Fixed route services have somewhat naturally split themselves into four tiers of intensity, including commuter (low frequency), community (low-medium frequency), student (medium-high frequency), and campus (high frequency). Should there be a unique and tailored operating cost recovery target for each of these four tiers of service? As an alternative, what trade-offs are optimum between a 50% operating cost recovery target and “lifeline” service that necessarily conveys a lower level of productivity and cost effectiveness? • Under the relatively new subcontractor (Ride Right, LLC of St. Louis, MO), operating statistics and performance measures for CATARIDE paratransit services are being more accurately captured and broken out according to specific program (ADA paratransit, shared ride for senior citizens, and general public). Historically, the level of accuracy for these statistics and performance measures was not as high, with much of the information being recorded using a pen-and-paper system. Therefore, the older figures shown in this analysis should be viewed with some skepticism. With the deployment of Ecolane paratransit management software in late 2014 to early 2015, data capture will be real-time, and presumably extremely accurate. This should allow for more efficient use of data in decision making. 120 Chapter 2 - Current CATA Operations • CATACOMMUTE vanpool services generally seem to exhibit an opposing trend when compared to fixed route and paratransit services in terms of cost per unit of service provided. This is likely as a result of certain economies of scale being achieved as the program matures. At this current level of data analyzed, however, the specific factors behind these economies of scale, as well as implications for future trends, are unclear and must be looked at in further detail: −− Why is cost effectiveness increasing? −− What are the specific impacts of increased long-distance service between Cambria County and SCI Rockview and SCI Benner, where multiple and varied shifts of workers have been added in recent years? −− Where do we reach a “tipping point” between participant recruitment and retention, and day-today management of the program? At what point will additional staff be required to operate the program? −− How does van size impact program performance and customer satisfaction? −− How does in-house maintenance of vans impact spare ratio and other performance measures? • For all modes of service (CATABUS fixed route services, CATARIDE paratransit services, and CATACOMMUTE vanpool services), it would be beneficial to more closely examine the benefits of a standardized fleet against those of one more finely tailored to the specific characteristics of the service being offered. CATA Strategic Plan Plan Update 2016 - 2026 121 Chapter 3 Local Inventory of Surface Transportation Services Reflecting the diverse nature of Centre County, there are multiple public, private, and human service transportation offerings available. This mix of services is an important consideration in coordinated planning efforts. The purpose of this chapter is to describe fixed route, paratransit, ridesharing, intercity bus, taxi, human service, and university transportation services (available to the general public or selected subsets thereof) provided for Centre County in general, and the current CATA service area in particular. From there, decision-makers can develop a clear understanding of the geographic and temporal areas that are covered/not covered by these transportation services. Centre County Office of Transportation Services (CCOT) Service Area and Characteristics CCOT operates a demand responsive bus system providing door-to-door transportation, primarily serving senior citizens, persons with disabilities, and those without other transportation options. All trips must have both an origin and destination within the CCOT service area. Generally, this includes all of Centre County, as well as selected out-of-county destinations. Out-of-county destinations include Altoona, Clearfield, Lewisburg, Lewistown, the northern portion of the Lake Raystown area in Huntingdon County, and DuBois Mall. Group trips – consisting of 8 passengers or more – can be scheduled to an out-of-county destination, and in these cases service is provided directly by the CCOT. If less than 8 passengers, the CCOT may otherwise coordinate with the transportation provider in the neighboring county to cross county lines. Currently, about 6% of CCOT trips are estimated to cross county lines. The predominant origin-destination pattern for CCOT services is within the Bellefonte area, and between the Bellefonte area and the Centre Region. A secondary pattern exists within the Centre Region, and between the Centre Region and the Bellefonte area. These first two patterns suggest significant overlap of CCOT and CATA services. Smaller, tertiary patterns exist within the western portion of Penns Valley, and between this area and the Centre Region; within the Philipsburg area, and between this area and the Centre Region and Bellefonte areas; and within the Mountaintop area in extreme northern Centre County. CCOT trips generally both begin and end in a relatively compact geographic area. Currently, 56% of these trips are intra-zone, and an additional 25% of these trips only cross one zone boundary. Fare zones are discussed in more detail in the next section. CCOT service is available to anyone with travel needs within the service area, but only those age 65 or over, or those eligible under the medical assistance transportation program (MATP), mental health / intellectual disabilities / early intervention – drug and alcohol (MH/ID/EI) program, or Rural Transportation for Persons with Disabilities (PwD) program may use CCOT services at reduced fares. An application must be completed and approved before a customer is eligible for these reduced fares. 122 Chapter 3 - Local Inventory of Surface Transportation Services Service for CCOT riders generally operates Monday through Friday, from about 7:30 a.m. until about 5:30 p.m. An advance reservation is required for each one-way CCOT trip, including return trips and any stops along the way. Passengers must make this reservation by 1:00 p.m. the business day before transportation is desired, but can schedule trips as far in advance as they’d like. Automatic, standing reservations are available for customers repeatedly making the same trip. Reservations are accepted from 8:30 a.m. – 5:00 p.m., Monday through Friday. Trip reservations are grouped into more practical vehicle runs whenever possible by scheduling pick-up times up to sixty minutes earlier or later than the requested time. Each rider is notified of his or her scheduled pick-up time when the trip reservation is made, and every effort is made to pick up each passenger within 60 minutes of his or her scheduled pick-up time. In turn, CCOT vehicles will wait for a customer for a reasonable amount of time (typically 10 or 15 minutes maximum) and will make attempts to knock on the door or make a phone call when a customer does not report for their pick-up. Once a trip reservation has been made, the passenger is expected to use the service as scheduled. If a customer fails to show within the period described in the preceding paragraph, or fails to otherwise cancel an individual or standing reservation at least 24 hours in advance of the scheduled pick-up time, that customer is assessed a no-show. Repeated no-shows, particularly over a short period of time, may result in suspension of service and/or punitive fees. CCOT drivers not only transport passengers from the door at their point of origin to the door at their point of destination, but also provide limited assistance as well. They will assist with a reasonable number of bags and/or packages. Drivers are not permitted to enter private residences. Passengers requiring further assistance may be permitted to bring along escorts or personal care attendants. In all but the most exceptional cases, the escort must pay the same fare as the passenger, and the trip must be reserved at the same time as the escorted passenger reserves his or hers. CCOT services do not operate on weekends, nor do they operate on selected holidays. Moreover, service is often cancelled on at least several days during the winter months due to inclement weather. Generally, the CCOT directly operates their services, accepting reservations, grouping these reservations into vehicle trips, recruiting and retaining drivers, and housing all revenue and staff vehicles. Further, they provide Meals on Wheels delivery service using their own staff and vehicles. They do, however, subcontract out-of-county trips for individual MATP clients to one of several private entities. They also purchase vehicle maintenance services from a subcontractor – J.Maggi Motors, Inc. in College Township. This maintenance contract was awarded by competitive bid, and will be up for re-bid during summer 2015. Fares CCOT services are priced so as to provide a reasonable transportation alternative for senior citizens and persons with disabilities, while assuring a sound level of operating cost recovery. General public fares are often cost-prohibitive as they more fully reflect the total allocated cost of the service. CATA Strategic Plan Update 2016 - 2026 123 The fare structure is based on a zone system, with Centre County split into the following eight fare zones: • Philipsburg (Philipsburg Borough, Taylor and Worth Townships, and portions of Rush and Huston Townships) • Snow Shoe (Snow Shoe Borough, Burnside Township, and portions of Snow Shoe and Curtin Townships) • West Bellefonte (Union Township and portions of Huston, Snow shoe, and Boggs Townships) • Centre Region (State College Borough and Halfmoon, Patton, Ferguson, Harris, College, and Benner Townships) • Bellefonte (Bellefonte and Milesburg Boroughs, Spring Township, and portions of Boggs Township) • East Bellefonte (Howard, Liberty, and Marion Townships, and portions of Boggs, Curtin, and Walker Townships) • West Penns Valley (Potter and Gregg Townships, and portions of Walker, Miles, and Penn Townships) • East Penns Valley (Haines Township, portions of Miles and Penn Townships) The general public cash fare is $11.25 for an intra-zone trip, $18.90 for a one-zone trip, $23.00 for a two-zone trip, $31.50 for a three-zone trip, and $36.75 for a four-zone trip. Although Centre County is comprised of a total of eight fare zones, any in-county trip can be completed by touching a maximum of four zones. The general public cash fare to participate in an out-of-county group trip is $15.25, although this is currently being reevaluated in an effort to improve operating cost recovery. Persons with disabilities eligible for the PwD program are able to ride at 15% of the general public cash fare, with a minimum fare of $2.50. Persons age 65 and older, MATP clients, and MH/ID/EI clients ride free, with the cost of service subsidized by the Pennsylvania Lottery, the Centre County Office of Aging, the Department of Public Welfare, or the Centre County MH/MR program, as appropriate. Because the CCOT is the designated MATP Coordinator for Centre County, the agency also facilitates transportation to and from approved medical destinations for clients eligible for Medical Assistance (MA). They may provide such trips on their own demand-responsive services free of charge, make a referral to another transportation provider better equipped to handle the demand, or offer mileage-based reimbursement to MA clients providing their own transportation, or receiving transportation through a friend or family member. For the latter, the current reimbursement rate is 12¢ per mile. Penn State University Transportation Services Paratransit The Paratransit Shuttle provides transportation for students, faculty, and staff with mobility impairments to areas on campus that the Campus Shuttle and the LOOP and LINK buses do not service. The shuttle includes a wheel chair lift. It is important to note that while these transit options will get close to certain destinations, they do not directly serve all campus destinations. Riders with temporary and permanent impairments are eligible to ride, and an identification card is required. There is no fee to ride the shuttle. During the work week, the Paratransit Shuttle serves each of its stops every 20 minutes (7:15 a.m. to 6:00 p.m.): • • • • • • 124 Intramural Building at 00; 20; and 40 minutes past the hour East Halls at 01; 21; and 41 minutes past the hour Computer Building at 02; 22; and 42 minutes past the hour Redifer Commons at 05; 25; and 45 minutes past the hour Nittany Apartments at 06; 26 and 46 minutes past the hour Millenium Sciences Building at 07; 27 and 47 minutes past the hour Chapter 3 - Local Inventory of Surface Transportation Services • • • • • • • • • • Thomas Building at 08; 28; and 48 minutes past the hour Boucke Building at 09; 29; and 49 minutes past the hour Chandlee Lab at 10; 30; and 50 minutes past the hour Carnegie/Willard at 11; 31; and 51 minutes past the hour Hosler Building / IST Building at 12; 32; and 52 minutes past the hour Rec Hall at 13; 33; and 53 minutes past the hour Pattee Transit Center at 14; 34; and 54 minutes past the hour Palmer Museum at 14; 34; and 54 minutes past the hour Pavilion Theatre at 15; 35; and 55 minutes past the hour Business Building at 16; 36 and 56 minutes past the hour\ Campus Shuttle The Campus Shuttle provides no-fare transportation around campus for faculty/staff, students, and visitors. The Shuttle operates from 7:00 a.m. until 6:00 p.m. on weekdays, with service every 15 minutes. It does not operate on weekends or holidays. The schedule is as follows: • • • • • • • • • • • • • • • • • • • • • • • Physical Plant Office at 00; 15; 30; and 45 minutes past the hour Intramural Building at 02; 17; 32; and 47 minutes past the hour East Halls at 03; 18; 33; and 48 minutes past the hour Computer Building at 03; 18; 33; and 48 minutes past the hour Pollock Road / Bigler Road at 04; 19; 34; and 49 minutes past the hour Thomas Building at 05; 20; 35; and 50 minutes past the hour College Avenue / Heister Street at 07; 22; 37; and 52 minutes past the hour College Avenue / Allen Street at 12; 27; 42; and 57 minutes past the hour Reber Building at 14; 29; 44; and 59 minutes past the hour IST Building / Hosler Building at 14; 29; 44; and 59 minutes past the hour Rec Hall at 15; 30; 45; and 00 minutes past the hour Pattee Transit Center at 16; 31; 46; and 01 minutes past the hour Palmer Museum at 17; 32; 47; and 02 minutes past the hour Pavilion Theatre at 18; 33; 48; and 03 minutes past the hour Smeal Business Building at 19; 34; 49; and 04 minutes past the hour Katz Law School Building at 20; 35; 50; and 05 minutes past the hour Business Services Building at 20; 35; 50; and 05 minutes past the hour Big Hollow at 21; 36; 51; and 06 minutes past the hour Hazmat Building at 21; 36; 51; and 06 minutes past the hour Ag Research Building at 22; 37; 52; and 07 minutes past the hour Support Buildings 1 & 2 at 22; 37; 52; and 07 minutes past the hour Blue Band Building at 23; 38; 53; and 08 minutes past the hour Dairy Barns at 23; 38; 53; and 08 minutes past the hour Hershey Shuttle Shuttle service is provided between Penn State University Park and the College of Medicine at Hershey to enable students, faculty, and staff in residence at one campus to participate in official University research, administrative, or teaching and learning activities at another campus. It is not available for personal transportation or medical appointments. The Hershey Shuttle service operates Monday through Friday on a year-round basis, excluding holidays and during campus closures. Two daily trips are provided in each direction. Eastbound trips depart the Nittany Lion Inn at 6:50am and 4:20pm, Old Main at 6:55am and 4:25pm, and the Penn Stater Hotel and Conference Center at 7:00am and 4:30pm before arriving in Hershey approximately two hours later. Westbound trips depart the South BMR Entrance at 6:45am and 4:15pm before arriving on the University Park Campus approximately two hours later. CATA Strategic Plan Update 2016 - 2026 125 Taxi Services Centre County is served by several taxi companies, which provide service both within and outside areas where transit service is available. Where and when transit is not available, these taxi companies provide a vital service to those needing transportation to work, school, or medical appointments, but the cost to the user is often much higher when compared to transit services. Taxicabs operating within Pennsylvania must be licensed by the Public Utility Commission (PUC), maintain adequate insurance coverage, charge fees approved by the PUC and adhere to the commission’s driver and vehicle safety regulations. Taxi companies must also comply with certain standards regarding service set by the commission such as: • providing service upon demand, regardless of the distance of the trip; • taking the shortest route to the requested destination; • charging a fare based on an approved flat rate, odometer mileage, a meter reading or in accordance with zones; • posting rates inside vehicles; • providing a receipt upon request; • ensuring passenger area and trunk are clean and sanitary; • ensuring vehicle meets all Pennsylvania equipment and inspection standards; • marking each vehicle with the name of the company, the PUC number (PUC A-#), and a vehicle number; and • ensuring the meter is sealed. PUC Enforcement Officers conduct taxicab inspections throughout the year to ensure taxicabs are safe and clean, drivers are properly licensed, and companies are providing reasonable service. Insurance coverage is also monitored to ensure it remains in effect. A taxicab company failing to meet the commission’s driver, vehicle and service standards may be subject to fines and/or loss of its operating license. Handy Delivery, Inc. State College-based Handy Delivery, Inc. (PUC #A107326) has been providing taxi services within Centre County for over 25 years. These services operate 24 hours per day, 365 days per year. Handy Delivery, Inc. identifies their service area as State College and Bellefonte. Handy Delivery’s taxi rates are as follows: • • • • Flag drop and first 1/7-mile: $2.35 plus the current PA fuel surcharge Each additional 1/7-mile: 30¢ Each additional passenger over 2: 50¢ Each minute of wait time: 30¢ Credit cards are accepted as fare payment. Handy Delivery, Inc. taxis will hold a maximum of six passengers. There are no exceptions to this policy. AA Transit, Inc. State College-based AA Transit, Inc. has been providing taxi services within the Centre Region for about 10 years. These services operate 24 hours per day, 365 days per year. AA Transit, Inc. identifies their service area as the Centre Region and vicinity, including the University Park Airport, Penn State University, Bellefonte, Boalsburg, and Lemont. 126 Chapter 3 - Local Inventory of Surface Transportation Services AA Transit’s taxi rates are as follows: • • • • • Flag drop and first 1/7-mile: $1.90 Each additional 1/7-mile: 25¢ Each additional passenger over 2: 50¢ Each minute of wait time: 25¢ Trips beginning/ending more than 10 miles outside of State College: $5 surcharge Credit cards are accepted as fare payment. Nittany Express, Inc. State College-based Nittany Express, Inc. has been providing shuttle services within Centre County since October 2002. These services operate 24 hours per day, 365 days per year. Nittany Express, Inc. identifies their service area as all of Centre County; according to their staff, vehicles will travel “most anywhere”. Their services, however, are primarily geared toward trips traveling to and coming from University Park Airport. Nittany Express’ shuttle rates are as follows: • Per-trip surcharge: $2.30 • Each additional mile: $2.30 • Additional passenger surcharge: 20¢ per mile for additional passengers over 3 Credit cards are accepted as fare payment. Happy Valley Ride State College-based Happy Valley Ride has been providing taxi services within Centre County since 2013. These services operate 24 hours per day, 365 days per year. Happy Valley Ride identifies their service area as all of Centre County. Happy Valley Ride’s taxi rates are as follows: • Flag drop and first 1/5-mile: $1.70 • Each additional 1/5-mile: 40¢ • Each minute of wait time: 40¢ Credit cards are accepted as fare payment. There is no extra charge for additional passengers. Vamos! Lion Chariot Vamos! Lion Chariot is a locally-owned and operated pedal cab operation with a primary service area of downtown State College and the Penn State University campus. The service is hailable, or reservations can be made in advance via phone or email. A mobile-phone application allows a potential customer to view the current location of pedal cabs within the service area. Rates start at about $1 per minute of use. Credit cards are accepted as fare payment. CATA Strategic Plan Update 2016 - 2026 127 Uber / Lyft Uber is a ridesharing (non-hailable cab) service based in San Francisco, CA. The company receives requests for a ride through their app, and then dispatches these trips to drivers via the app as well. Customers use the app to request rides and track their reserved vehicle’s location. As of August 2014, the service was available in 45 countries and more than 200 cities worldwide. Upon its inception, Uber only offered full-size luxury cars for hire, and the “UberBlack” title was adopted for the company’s main service (named after the “black cars” private transportation services in New York City). In 2012, the company launched its “UberX” program, which made available to consumers smaller vehicles. Due to the lower fees that accompanied the program, the service became extremely competitive with traditional taxi services, expanding Uber’s appeal to a broader cross-section of the market. Similar to Uber, Lyft is an American transportation network company, also based in San Francisco, CA. The company’s mobile-phone application facilitates peer-to-peer ridesharing by connecting passengers who need a ride to drivers who have a car. Lyft offers three ride options: Lyft, Lyft Line, and Lyft Plus. Lyft currently operates in over 65 U.S. cities, including San Francisco, Los Angeles, and New York City, with plans to expand both domestically and internationally. Although both companies have signaled a desired expansion into the State College area and Centre County, regulatory issues under the jurisdiction of the PUC have delayed that expansion somewhat. Uber launched service within the State College area during February 2015, with Lyft expected to follow shortly. Rental Car Services A variety of rental car agencies operate within the State College area for the use of Centre County residents. These agencies primarily operate from the University Park Airport, but some local outlets exist as well. Companies offering rental cars within Centre County – beyond a variety of local automobile dealerships – include the following: • • • • • Alamo Car Rental Avis Rent-A-Car Enterprise Rent-A-Car Hertz Rent-A-Car National Car Rental Typical daily rates for car rental range from about $22 to about $135, depending on the specific agency utilized, class of vehicle, and age of renter. They do not include any discount or reward programs, nor available options such as prepaid fuel, GPS, or insurance coverage. Insurance, age, and driver licensing requirements vary by agency. Car-Sharing Services Zipcar Zipcar is a US car rental company, a subsidiary of Avis Budget Group. The company provides automobile reservations to its members, billable by the hour or day. Zipcar members pay a monthly or annual membership fee in addition to car rental charges. The company was founded in 2000 in Cambridge, MA, and currently operates as a subsidiary of Avis Budget Group. As of July 2013, the company had more than 810,000 members and offers nearly 10,000 vehicles throughout the 128 Chapter 3 - Local Inventory of Surface Transportation Services United States and worldwide. Members can reserve cars online or by phone at any time, immediately or up to a year in advance. Zipcar members have automated access to their rental car using an access card which works with the car’s technology to unlock the door, where the keys are already located inside. Zipcar also offers an iPhone or Android application that allows members to honk the horn to locate a nearby rental car and unlock the doors. Zipcar charges a onetime application fee, an annual fee, and a reservation charge. Fuel, parking, insurance, and maintenance are included in the price. Recent years have seen the creation of many similar car-sharing services. Traditional car rental companies have replicated Zipcar’s short-term car rentals with programs including Hertz on Demand, Enterprise’s WeCar, UHaul’s Uhaul Car Share, and Daimler’s Car2Go. Regional competitors exist as well. Currently, Zipcar is the only such service operating in the State College area and Centre County, having debuted in 2014. Membership rates start at $6 per month. Intercity Bus Services Two intercity bus companies serve destinations within Centre County, and connect Centre County with other areas of the Commonwealth of Pennsylvania, as well as other states. PennDOT contracts with these two companies to provide scheduled, fixed route service along routes which are considered essential links in the regional/statewide network of intercity bus services, but which cannot be financially supported solely from user fares. Intermodal terminals that are publicly owned may receive capital funding under this program, supported by federal funding and state general funds. The Intercity Bus Operating Assistance Program helps finance the portion of deficit, created by the provision of intercity bus services, which cannot be recovered from either fare box revenue – including state Senior Citizen grants – package express, freight or other revenue (e.g. advertising, etc.). The Intercity Bus Capital Assistance Program is intended to assist intercity carriers in providing accessible transportation to persons with disabilities by granting funds to finance the incremental costs associated with ADA-related improvements – specifically lifts and mobile seating devices – and fund the costs of making improvements to intercity and intermodal terminals owned by public entities. The two intercity bus companies participating in PennDOT’s Intercity Bus Capital and Operating Assistance Programs serve Centre County primarily by way of a bus terminal located in State College Borough. This terminal is located along North Atherton Street, in close proximity to downtown State College and the campus of Penn State University. The arrangement by which this terminal is owned and operated is a complex one. Penn State University owns the terminal location, and leases it to State College Borough for $1 per year. State College Borough, in turn, sub-leases the facility to Greyhound Lines, Inc. and Fullington Bus Company. Fullington employees staff the facility. In recent years, local stakeholders have entered into discussions to replace the current bus terminal with a new facility. This new facility would likely be located in the same general area as the existing terminal, and would accommodate intercity bus companies, CATA, the CCOT, local taxi companies, and ridesharing vehicles, as well as public parking facilities. Accordingly, it would be a key node in intermodal transportation operations within Centre County. Two additional intercity bus companies connect Centre County with a variety of destinations throughout the east coast and Midwest, but do not utilize the local bus terminal, instead opting to employ other State College area locations in their operations. CATA Strategic Plan Update 2016 - 2026 129 Fullington Bus Company Intercity bus routes provided by Fullington Trailways serve Centre County and 14 additional Pennsylvania counties. Accordingly, Fullington’s route network provides Centre County residents with opportunities to travel both within and outside the county and state. Centre County is directly included on the following 6 Fullington Trailways routes, with other points on the network accessible from Centre County via transfers in DuBois or Philipsburg: • • • • • • State College to King of Prussia / Philadelphia State College to East Stroudsburg / Rockaway Mall / New York City / Long Island State College to Altoona / Monroeville / Pittsburgh State College to York / Baltimore / Washington State College to Reading / Allentown / Newark Pittsburgh / DuBois / Harrisburg Trip availability varies, is subject to change, and can be identified by contacting Fullington directly or via their website at: http://tickets.fullingtontours.com/. Transfer scenarios and travel time for passengers traveling to additional destinations is dependent upon the specific final destination. Connections are available to several local intercity bus systems, as well as Greyhound Lines, Inc. With respect to persons with disabilities, if a customer provides 4-hour advance notice to Fullington that an accessible vehicle is needed, Fullington will provide that vehicle. Moreover, if that customer needs to transfer to another intercity bus system to complete their trip, Fullington will also contact the other system(s) to ensure that they provide accessible vehicles. One-way fares between State College and other destinations along Fullington routes are generally between 13.0¢ and 37.5¢ per mile, providing good value for vital service to the long-distance and/or occasional traveler, but would likely be cost-prohibitive at full fare to the majority of everyday travelers commuting between State College and Lewistown, Mifflintown, Harrisburg, Port Matilda, Philipsburg, or Clearfield. Nevertheless, fares to and from Port Matilda, Philipsburg, and Bellefonte do compare very favorably to taxi fares. Their fare structure is designed to be competitive with Greyhound Lines, Inc., and as such encourages long-haul travel between major cities along their route network – as evidenced by the fact that travel between Pittsburgh and State College is much less expensive, both in total costs and cost per mile, than travel, for example, between State College and Indiana, PA or Vandergrift, PA. Express service is offered to selected destinations during fall and spring semesters at Penn State University, and the fare is typically assessed at a slight premium. It should be noted that Fullington offers discounted ten-trip passes and monthly passes to its regular riders. Moreover, discounts are provided to two-way travelers (Fullington’s round trip fares are 190% of the one-way fare), children, students, and senior citizens. With financial assistance from the Pennsylvania Lottery, Fullington offers free off-peak travel to senior citizens on any point-to-point trip of 35 miles or less in their system. This means that seniors can travel on Fullington between State College and Bellefonte, Port Matilda, Philipsburg, and possibly Lewistown at no cost. Greyhound Lines, Inc. Intercity bus routes provided by Greyhound Lines, Inc. serve Centre County and 15 additional Pennsylvania counties. Accordingly, Greyhound’s route network also provides Centre County residents with opportunities to travel both within and outside the county and state. Centre County is directly included on only 1 Greyhound route (Pittsburgh to Harrisburg), with other points on the network accessible from Centre County via transfers in Pittsburgh or Harrisburg. 130 Chapter 3 - Local Inventory of Surface Transportation Services Trip availability varies, is subject to change, and can be identified by contacting Greyhound directly or via their website at: http://www.greyhound.com. Transfer scenarios and travel time for passengers traveling to additional destinations is dependent upon the specific final destination. Connections are available to several local intercity bus systems, including Fullington Trailways. One-way fares between State College and other destinations along Greyhound routes are generally between 16.9¢ and 39.9¢ per mile, providing good value for vital service to the long-distance and/or occasional traveler, but would likely be cost-prohibitive at full fare to the majority of everyday travelers commuting between State College and Lewistown, Harrisburg, Tyrone, or Altoona. Ostensibly, the fare structure is designed to encourage long-haul travel between major cities along their route network – as evidenced by the fact that travel between Pittsburgh and State College is much less expensive, both in total costs and cost per mile, than travel, for example, between State College and Greensburg or Latrobe. Greyhound offers discounted fares to US military service members, veterans, students, and companions. Megabus Although Megabus falls outside of the purview of PennDOT’s Intercity Bus Operating Assistance and Capital Assistance programs, service provided by the company connects Centre County to New York City, Harrisburg, Philadelphia, Chicago, Cleveland, Toledo, and Pittsburgh. Trip availability varies, is subject to change, and can be identified by contacting Megabus directly or via their website at: http://us.megabus.com/Default.aspx. Transfer scenarios and travel time for passengers traveling on to further destinations is dependent upon the specific final destination. Connections are available to several local intercity bus systems as well as Greyhound Lines, Inc. One-way fares between State College and other destinations along Megabus routes are generally between 17.5¢ and 40.6¢ per mile, depending on how early tickets are purchased. A Top Bus Although A Top Bus falls outside of the purview of PennDOT’s Intercity Bus Operating Assistance and Capital Assistance programs, service provided by the company connects Centre County to Bloomsburg, PA; Newark, NJ; and New York City. Trip availability varies, is subject to change, and can be identified by contacting A Top Bus directly or via their website at: http://www.gotobus.com/a-top-bus/. Transfer scenarios and travel time for passengers traveling to additional destinations is dependent upon the specific final destination. Connections are available to several local intercity bus systems as well as Greyhound Lines, Inc. One-way fares between State College and New York City are $41. At a trip distance of 237 miles, this equates to a per-mile rate of 17.3¢ per mile. A Top Bus fares provide good value for vital service to the long-distance and/or occasional traveler, and it is unlikely that there is much – if any – demand for everyday travel between State College and New York City. CATA Strategic Plan Update 2016 - 2026 131 Human Service Providers A number of human service agencies and public service providers furnish transportation services for applicable groups throughout Centre County. Typically, certain eligibility criteria must be met for an individual to take advantage of these services. Bellefonte Emergency Medical Services – Non-Emergency Transport Bellefonte EMS currently has 3 paratransit vans, licensed by the PUC, that provide non-emergency transportation for both wheelchair and stretcher patients who are not in need of medical evaluation, monitoring or treatment during transportation. This service provides cost-effective transportation to persons that do not need an ambulance but need assistance, use a wheelchair, or are unable to sit and need a stretcher. Paratransit vans are used for scheduled medical appointments, rehab therapy, or outpatient appointments, or when a patient is discharged from the hospital. Centre LifeLink Emergency Medical Services – Non-Emergency Transport Centre LifeLink EMS currently offers both wheelchair and stretcher van transportation, and provides door-todoor service. Clients may have a driver wait during their appointment until they are ready to return home. The van service is a scheduled service, with time slots available on a first-come, first-served basis. Therefore, potential clients are advised to schedule their trips as far in advance as possible. The fee for van service is typically not covered by medical insurance, nor is it covered under Centre LifeLink EMS membership fees, the latter of which only applies to emergency transportation services. Houck Home Care and Cleaning Licensed by the Pennsylvania Department of Health, Houck Home Care and Cleaning can transport nonemergency clients to and from medical appointments, or other destinations such as shopping, church, or restaurants. Staff can aid in transferring a client from car to wheelchair, or aid a client in walking. In the case of medical appointments, staff are available to wait and stay at the appointment in the waiting room or go into the appointment with the client. For shopping trips, staff will load and unload groceries, and can even stock them in the client’s house. Such services are available throughout Centre County, although additional fees may apply to transportation outside of the immediate State College and Bellefonte areas. In-Home Services of Central Pennsylvania, LLC In-Home Services of Central PA will transport clients to medical appointments, and will also assist with such services grocery shopping, personal shopping, social activities, and other errands. Based in Burnham, the organization serves all areas of Centre, Mifflin, and Juniata Counties, and will provide cross-county transportation upon request. Centre County Veterans’ Affairs Office The Centre County VA Office will provide transportation for veterans of the armed services who reside in Centre County. Transportation is provided to and from the James E. Van Zandt VA Medical Center in Altoona. Reservations for transportation must be made at least three business days in advance. The Centre County VA Office also frequently collaborates with the Centre County Office of Transportation Services (CCOT) on other transportation needs for veterans who are county residents. 132 Chapter 3 - Local Inventory of Surface Transportation Services Community Help Centre In addition to their 24 hours per day, 365 days per year “drop-in” center, Community Help Centre also operates a significant transportation program within Centre County. When contacted by a potential client with transportation needs, Community Help Centre staff will attempt to make a referral to the CCOT, CATA, or one of the taxi or intercity bus services operating within the area. If an individual does not qualify for one of these services, cannot pay for the cost of the service, or faces some other impediment to using the services available – frequently in terms of time or geography – Community Help Centre will provide the transportation necessary through a well-developed network of volunteer drivers. Community Help Centre describes their transportation as a “service of last resort”, meaning that a volunteer driver provides the trip only after all other options have been exhausted. Because of limited agency resources, only “intermittent” needs are met; the program cannot provide for ongoing needs, such as those related to employment. Advance notice of two days is required for an individual to use the service, so that the appropriate referrals and other arrangements can be made. On the other hand, transportation cannot be requested or scheduled more than two weeks in advance; this allows the agency the capacity to respond to acute or emerging needs. If for some reason Community Help Centre cannot meet a need using their network of volunteers, they will provide advocacy services to the client. For example, agency staff will work with medical offices to reschedule appointments for a day and time when transportation can be provided. More often than not, however, the need can be met from within the volunteer network. Community Help Centre volunteers have transported clients to destinations as far away as Columbus, OH, and provide for many of the out-of-county medical trips that cannot be provided by the CCOT. Although there are no firm eligibility guidelines for this program, Community Help Centre typically serves lowincome individuals, senior citizens, and persons with disabilities with this program. Pennsylvania CareerLink Because transportation is such a vital component of seeking, competing for, and retaining employment, the PA CareerLink provides transportation services to its clients. They will work with existing public transportation providers to find a solution for each individual, but will provide transportation services directly where needs cannot reasonably be met otherwise. The individual’s case manager provides these services using an agency vehicle or a private vehicle. To take advantage of this service, a client of the PA CareerLink must be enrolled in one of several job search or remediation programs, meet all eligibility requirements of the appropriate program, and be making satisfactory progress in the program. Transportation may be provided in a single instance – for example, in the event of a job interview – or may be provided on an ongoing basis, such as to a series of job interviews, remediation classes, or workshops. PA CareerLink places geographic constraints on their transportation services to allow as many clients as possible to make use of the resources available. Generally, transportation is provided within Centre County only. Centre County United Way As an umbrella agency for a collection of local human service providers, the Centre County United Way deals with member agencies that may provide transportation services to clients. One example of this is the Local Help and Transient Fund, which provides an intercity bus solution to individuals who are traveling through and/or stranded in Centre County. Upon demonstration of need, one of the ministers working within this program has the discretion to issue a voucher for intercity bus travel to an individual; this voucher is provided at no cost to the CATA Strategic Plan Update 2016 - 2026 133 individual. Another member agency of the Centre County United Way provides van service to young children between their home and child care facilities. This service is provided by volunteer drivers, and is available at no cost to the family. Skills of Central Pennsylvania, Inc. Skills of Central Pennsylvania, Inc. maintains a fleet of vehicles that are used to provide transportation services for individuals who live in one of their homes. For these individuals, a Skills driver will take them wherever they need to go, including day programs and employment. This service includes transportation to and from out-ofcounty destinations. For individuals who do not live in a Skills home, the agency will work with local transportation providers such as the CCOT and CATA to determine how travel needs can best be met. Strawberry Fields, Inc. Most of the major programs operated by Strawberry Fields, Inc. have vehicles available to transport clients. This includes transportation to day programs, medical appointments, and other human service appointments. In urgent or emergency situations, individual case managers will transport clients using an agency or private vehicle. Before this happens, however, an attempt is made to transport the client using services provided by the CCOT or CATA. Centre County Women’s Resource Center Transportation is very important to women attempting to recover from domestic violence or sexual assault, particularly where an individual has left home – and in many cases, available vehicles – to escape a violent situation. The Centre County Women’s Resource Center helps these women and their children access court dates, employment, transitional housing, medical appointments, and other needs. Where possible, the agency attempts to meet the needs of its clients through referrals to CCOT and CATA services. Individuals will donate bus tokens to the agency, which can then be passed along to clients in need; the agency’s budget does not support the purchase of tokens or other types of prepaid transit fare media. Residents of the agency’s shelter are the most frequent user of tokens. The Centre County Women’s Resource Center also has a standing contract with Handy Delivery Taxi. A client of the agency can utilize taxi services, which are then billed back to the agency. Though Handy Delivery does not offer a discount on these services, the contract streamlines the billing and payment processes; it also ensures that a client of the Center will have transportation available when needed, without concern for ability to pay. In certain limited cases, staff of the Centre County Women’s Resource Center will provide transportation directly to clients using their own personal vehicles. Their ability to do this is not guaranteed, however. Child Care Information Services of Centre County Low-income individuals with children may find it difficult to sustain or advance a career without available child care. Accordingly, Child Care Information Services of Centre County is a key player in transitioning low-income individuals from public assistance to gainful, sustained employment. The agency assists its clients in this endeavor by making referrals to CCOT and CATA services. They also help clients apply for fare subsidy programs, such as the PwD Program. If the individual is receiving public assistance, and taking the necessary steps to train 134 Chapter 3 - Local Inventory of Surface Transportation Services for or hold a job, the County Assistance Office will often reimburse transportation costs. For children of clients, individual child care facilities and school districts often provide transportation between home and the facility. Housing Transitions, Inc. For its clients, Housing Transitions, Inc. will make referrals to CCOT and CATA services, as well as area taxi services. Like Child Care Information Services, staff at Housing Transitions will help clients navigate the eligibility process for fare subsidy programs such as PwD and MATP. They note, however, that not everyone qualifies for these programs. Where an individual is not eligible, transportation can be a problem, as the agency does not directly provide transportation to its clients. In these cases, staff at Housing Transitions may call upon the volunteer program at Community Help Centre to provide the service. Senior Citizen Communities Various public, private, and non-profit communities for senior citizens often maintain a fleet of vehicles and a pool of drivers to provide transportation services directly to residents. These communities include the Village at Penn State and Foxdale Village in State College, and Windy Hill Village in Philipsburg. Lions Club Lions Club International – well-known and highly-regarded for its work on behalf of persons with visual impairments – often provides volunteer transportation services for members of the Sight Loss Support Group of Central Pennsylvania. These members make use of available CATA and CCOT services as well. Intermodal Accommodations Although no formal pricing and/or transfer arrangements exist between any of the providers listed in the preceding sections of this chapter, there are a number of physical locations at which transfers are made between providers. These include – but are not limited to – the following: • College Avenue / Allen Street – This is arguably the most critical intermodal transfer hub within Centre County. Primarily served by CATABUS, this location is also reasonably accessible – either directly or via a short distance – to most other providers as well, with the exception of intercity bus carriers. More recently, vehicle overcrowding has become a concern at this location. Potential improvements to this location have been included in the State College Borough Downtown Master Plan. • Pattee Transit Center – If the College / Allen location is the most critical intermodal transfer hub within Centre County, the bi-directional transit center near Pattee Library is likely the second most critical. Again, this location is primarily served by CATABUS, but is also reasonably accessible – either directly or via a short distance – to most other providers as well, with the exception of intercity bus carriers. Although vehicle overcrowding is not as much of a concern as it is at College / Allen, limitations on space cannot be ignored. • State College Intercity Bus Terminal – Both Fullington and Greyhound serve this terminal directly, while Megabus and A Top Bus do not. The terminal is accessible to nearly all other providers, either directly or via a short distance, including taxi providers. CATABUS services primarily connect to this location utilizing the North Atherton Street / Walker Building stop, which has long been a target for improvement but is constrained by a number of natural and architectural features. CATA Strategic Plan Update 2016 - 2026 135 • North Atherton Place – The primary point of operations for Megabus and A Top Bus, North Atherton Place is directly accessible to most other modes as well, including a number of CATABUS routes and taxi providers. Although the CATABUS stops in both directions are accompanied by shelters, the Megabus stop specifically could potentially be improved in terms of passenger amenities. • University Park Airport – The primary point of operations for most rental car agencies, as well as for all flights in and out of State College, University Park Airport is primarily accessible via taxi providers, the CCOT, and various other services. It is not accessible via either CATABUS or CATARIDE, nor to intercity bus providers. • North Atherton Street / Blue Course Drive – The primary point of operations for Enterprise Rent-A-Car, this intersection is accessible by nearly all providers, with the exception of intercity bus companies. The nearest CATABUS stops are located at North Atherton Street / East Clinton Avenue, 1224 North Atherton Street, and Northland Center. The first two stop locations could benefit from a great deal of improvement in terms of passenger amenities. Connections between individual sets of providers are available at a virtually limitless selection of other locations throughout Centre County. Key Findings and Questions – Local Inventory of Transportation Services As data and information regarding non-CATA transportation sources was compiled, analyzed, and discussed both at a staff level and with the project management team (PMT), several key findings and questions became apparent that may have implications for future strategic initiatives and/or provide other valuable supporting data. These include the following, in order of discussion rather than particular order of importance or priority: • In recent years, the number of ground transportation alternatives in Centre County has increased, with the introduction and expansion of Megabus service in the State College area, the debut of Zipcar, and the potential expansions of Uber and Lyft. • At the same time, PennDOT is making a strong effort to consolidate state-supported alternatives (such as the CCOT and CATA) throughout various regions of Pennsylvania. • With Penn State University students, faculty, and staff comprising a majority component of CATABUS fixed route services, CATA’s partnership with the University’s Transportation Services Department will continue to be an important part of both service planning and coordination. 136 Chapter 3 - Local Inventory of Surface Transportation Services CATA Strategic Plan Update 2016 - 2026 137 Chapter 4 Service Area Characteristics The purpose of this chapter is to describe Centre County in general, and the current CATA service area in particular, in terms of demographics, target populations, major and minor trip generators, planning and zoning, and travel patterns. In examining such attributes, it is critically important to understand the distribution of the target populations for public transportation services, or “transit-dependent” populations – particularly low-income persons, persons with disabilities, and senior citizens – within the county. This information, when considered relative to the inventory of available transportation services in Centre County, helps to refine the strategic planning process by highlighting specific areas that present the greatest need for transportation improvements. It is also important to note the large land area of Centre County (almost 1,100 square miles), as well as to acknowledge the impact that the county’s mountain ridges and valleys have on the physical layout of transportation infrastructure. Moreover, a large proportion of Centre County is publicly-owned in the form of State Forests and State Game Lands, which would generate little to no transit ridership. Demographic indicators should be considered within the context of these geographic attributes. Within this section, socioeconomic data at the census tract level from the 2010 US Census, 2008-12 American Community Survey (ACS), and the Chamber of Business and Industry of Centre County (CBICC) is presented relative to the following categories: • • • • • • • • • • Population and Density Vehicle Availability Income and Poverty Labor Force and Unemployment Public Assistance and SSI Income Educational Attainment Distribution of Jobs Distribution of Age 65 and Older Population and Social Security Income Distribution of Disabled Population Housing A map of census tracts within Centre County is presented on the following page. 138 Chapter 4 - Service Area Characteristics Figure 4-1 (Centre County 2010 US Census Tracts) A map of Centre County planning regions is presented on the following page, to assist the reader in identifying groups of municipalities within the county. This map includes the following regions: • Mountaintop Region – Burnside Township, Snow Shoe Township and Borough • Lower Bald Eagle Valley – Boggs, Curtin, Liberty, and Howard Townships, Milesburg and Howard Boroughs • Moshannon Valley – Rush Township and Philipsburg Borough • Upper Bald Eagle Valley – Taylor, Worth, Huston, and Union Townships, Port Matilda and Unionville Boroughs • Nittany Valley – Benner, Spring, Marion, and Walker Townships, Bellefonte Borough • Centre Region – Halfmoon, Ferguson, Patton, College, and Harris Townships, State College Borough • Penns Valley – Potter, Gregg, Penn, Miles, and Haines Townships, Centre Hall and Millheim Boroughs CATA Strategic Plan Update 2016 - 2026 139 Figure 4-2 (Centre County Planning Regions) 140 Chapter 4 - Service Area Characteristics Population and Density Centre County is very diverse in terms of population and density. Although each census tract nationwide is drawn to include a standard number of residents (generally between 2,500 and 8,000) sharing similar socioeconomic characteristics, the attributes of each tract can vary widely. Accordingly, Centre County – with both its vast rural lands and a significant urban center – includes areas of very high and very low population density. The overall population density of Centre County is almost 137 residents per square mile. This is about 51% of the Pennsylvania average of 266.5 residents per square mile. A table of Centre County population, land area, and population density is presented below. Of the census tracts with a higher-than-average population density, most are located within the current CATA service area; however, significant population density also exists in Philipsburg Borough as well. High population density implies a potential for efficient, effective, and successful transit operations. Conversely, serving sparsely populated areas with transit presents more of a challenge. Figure 4-3 (Centre County Population Density) CATA Strategic Plan Update 2016 - 2026 141 Housing Density Centre County is very diverse in terms of housing density. Although each census tract nationwide is drawn to include a standard number of residents (generally between 2,500 and 8,000) sharing similar socioeconomic characteristics, the attributes of each tract can vary widely. Accordingly, Centre County – with both its vast rural lands and a significant urban center – includes areas of very high and very low housing density. The overall housing density of Centre County is almost 57 housing units per square mile. This is about 47% of the Pennsylvania average of 120.8 housing units per square mile. A table of Centre County housing units, land area, and housing density is presented below. Of the census tracts with a higher-than-average housing density, most are located within the current CATA service area; however, significant housing density also exists in Philipsburg Borough as well. High housing density implies a potential for efficient, effective, and successful transit operations. Conversely, serving sparsely populated areas with transit presents more of a challenge. Figure 4-4 (Centre County Housing Density) 142 Chapter 4 - Service Area Characteristics Households with No Available Motor Vehicles Centre County also features a wide disparity in terms of motor vehicle availability. Countywide, nearly 10% of occupied households do not have a motor vehicle available for use. This is roughly twice the Pennsylvania average of 4.97% A table of Centre County occupied housing units with no available motor vehicles is presented below. Of the census tracts with lower-than-average motor vehicle ownership, most are located within the current CATA service area; however, significant numbers of occupied housing units without an available motor vehicle also exist in Philipsburg Borough and the Penns Valley. It should be noted that – particularly in the Penns Valley – the presence of a significant Amish population may account for relatively low motor vehicle ownership rates Though a lack of motor vehicle ownership may seem to suggest that a given community is developed in such a way that motor vehicle ownership is not critical, or may even be discouraged (such as in State College Borough and on the Penn State Campus), it can also imply a high level of transit dependence, especially when this is validated by other socioeconomic indicators. Figure 4-5 (Centre County Occupied Housing Units with No Available Motor Vehicles) CATA Strategic Plan Update 2016 - 2026 143 Households with 2 or More Available Motor Vehicles In contrast to the information presented in the preceding section, about 57% of occupied Centre County housing units have access to multiple (2 or more) motor vehicles. This is only about 77% of the Pennsylvania average of 73.9%. A table of Centre County occupied housing units with multiple available motor vehicles is presented below. Of the census tracts with lower-than-average motor vehicle ownership, most are located within the current CATA service area; however, significant numbers of occupied housing units without multiple available motor vehicles also exist in Philipsburg Borough and Rush Township. Though ownership of multiple motor vehicles implies a certain level of economic prosperity, looking at this indicator can also help to identify households with multiple wage earners who need these motor vehicles to access opportunities. In these instances, it may be possible to use public transit services to relieve some of the costs of motor vehicle ownership and commuting. Moreover, it should be noted that residents of student households may not share motor vehicles in the same way that family members would. For example, a household with 4 students and 2 motor vehicles may still generate significant demand for public transportation services. Figure 4-6 (Centre County Occupied Housing Units with Two or More Available Motor Vehicles) 144 Chapter 4 - Service Area Characteristics Median Household Income Centre County median household income stands at almost $50,000. This is about even with the Pennsylvania average of $52,267. It is, however, important to note that this median is skewed downward somewhat by the large, generally low-earning student population in and around the Centre Region. As such, a significant disparity is present within the County in terms of income. A table of Centre County median household income is presented below. Of the census tracts with lower-thanaverage income, most are located within the current CATA service area; however, significant numbers of lowerincome families also exist in Philipsburg Borough and Rush Township, the Penns Valley, Boggs Township and Milesburg Borough, and the Bald Eagle Valley. Households with a lower median income represent an important target population of public transit and human services transportation. Such households generally tend to be more transit-dependent than average, and a well-developed transportation network can help these populations access essential employment, educational, medical, and commerce opportunities. Figure 4-7 (Centre County Median Household Income) CATA Strategic Plan Update 2016 - 2026 145 Poverty Rate Poverty is a condition in which a person or community is deprived of, or lacks the essentials for, a minimum standard of well-being and life. Current government poverty guidelines specify a maximum annual income of $23,850 for a family of four. Almost 18% of the Centre County population has an income falling below this standard, however, this rate is again skewed upward somewhat by the large, generally low-earning student population in and around the Centre Region. This poverty rate is about 37.4% higher than the Pennsylvania average of 13.1% A table of Centre County poverty rates is presented below. Of the census tracts with higher-than-average poverty, all are located within the current CATA service area; however, significant concentrations of poverty also exist in the Penns Valley, Philipsburg Borough, Boggs Township and Milesburg Borough, and the Mountaintop Region. As with low-income populations, persons in poverty represent an important target population of public transit and human services transportation. Such persons generally tend to be more transit-dependent than average. In fact, individuals and families in poverty represent the people in most dire need of all manner of essential human services, including transportation. Figure 4-8 (Centre County Population in Poverty) 146 Chapter 4 - Service Area Characteristics Percentage of Residents in the Labor Force The civilian labor force is comprised of all individuals age 16 and older who are employed, are temporarily absent from a job for a variety of reasons, furloughed, or are unemployed but available for work, and making specific efforts to find employment during the preceding four-week period. Currently, almost 60% of the persons in Centre County age 16 and older are considered part of the labor force, with this rate skewed downward by the student population. This rate of participation in the labor force is only slightly lower than the Pennsylvania average of 63.2%. A table of the Centre County labor force is presented below. Of the census tracts with lower-than-average participation in the labor force, all are located within the current CATA service area; however, significant concentrations of lower participation in the labor force also exist in Philipsburg Borough, Boggs Township and Milesburg Borough, and the Penns Valley. Those individuals not in the labor force may be permanently disabled, retired, acting as a stay-at-home parent, or experiencing an extended period of unemployment during which they have abandoned the search for a job. Areas with low participation in the labor force represent specific areas where a certain level of need may exist to connect individuals to essential services such as education, job placement, medical appointments, and shopping. Figure 4-9 (Centre County Labor Force) CATA Strategic Plan Update 2016 - 2026 147 Unemployment Rate Unemployed persons are all persons who had no employment during the reference week, were available for work, except for temporary illness, and had made specific efforts to find employment some time during the 4-week period ending with the reference week. Persons who were waiting to be recalled to a job from which they had been laid off need not have been looking for work to be classified as unemployed. Currently, the average unemployment rate in Centre County is about 6.15%, with this rate skewed upward by a student population with members often between lower-level job opportunities. This unemployment rate is only slightly higher than the Pennsylvania average of 5.34%. A table of Centre County unemployment is presented below. Of the census tracts with a higher-than-average unemployment rate, many are located within the current CATA service area; however, significant concentrations of high unemployment also exist in Philipsburg Borough, the Penns Valley, Boggs Township and Milesburg Borough, and the Bald Eagle Valley. Unemployed persons are all persons who had no employment during the reference week, were available for work, except for temporary illness, and had made specific efforts to find employment some time during the 4-week period ending with the reference week. Persons who were waiting to be recalled to a job from which they had been laid off need not have been looking for work to be classified as unemployed. As of the 5-Year estimates for the 2012 American Community Survey (ACS), the average unemployment rate in Centre County was about 5.93%, with this rate skewed upward by a student population with members often between lowerlevel job opportunities. This unemployment rate is only slightly higher than the Pennsylvania average of 5.34%. Figure 4-10 (Centre County Unemployment Rate) 148 Chapter 4 - Service Area Characteristics Public Assistance Public assistance – or welfare payments – includes cash payments to low-income individuals, such as Aid to Families with Dependent Children (AFDC), Temporary Assistance for Needy Families (TANF), general assistance, and emergency assistance. Currently, about 1.7% of Centre County households receive public assistance. This is about half the Pennsylvania average of 3.5%. A table of Centre County public assistance income is presented below. Of the census tracts with a higher-thanaverage level of public assistance income, many are located within the current CATA service area; however, significant concentrations of public assistance income also exist in Philipsburg Borough, the Bald Eagle Valley, Boggs Township and Milesburg Borough, and Rush Township. With the advent of welfare reform in the mid-1990s, individuals are subject to a lifetime limit in terms of the amount of time they are eligible to receive public assistance. Therefore, it is more important than ever to connect those receiving public assistance to employment and supportive services so as to enhance prospects for financial self-sufficiency. Figure 4-11 (Centre County Public Assistance Income) CATA Strategic Plan Update 2016 - 2026 149 Supplemental Security Income (SSI) Supplemental Security Income (SSI) includes federal, state, and local welfare agency payments to low-income people who are 65 years old and over, or people of any age who are blind or disabled. Currently, almost 3% of Centre County households receive SSI income. This is about 59% of the Pennsylvania average of 5.1%. As with public assistance income, this indicator is likely to be skewed downward by the student population, as students on low incomes are more likely to rely on family members, grants, and loans for living expenses. A table of Centre County SSI income is presented below. Of the census tracts with a higher-than-average level of SSI income, a few are located within the current CATA service area; however, significant concentrations of public assistance income also exist in Philipsburg Borough, the Bald Eagle Valley, Rush Township, the Mountaintop Region, Boggs Township and Milesburg Borough, and the Penns Valley. SSI income implies a certain level of transit dependence, as well as a need for transportation linkages between home and employment, educational, and medical opportunities. Figure 4-12 (Centre County SSI Income) 150 Chapter 4 - Service Area Characteristics High School Graduation and GED As a university community, Centre County features a fairly wide disparity in terms of educational attainment. Countywide, just over 29% of the population report their highest level of educational attainment as high school graduation or a general educational development diploma (GED). This is about 19% lower than the Pennsylvania average of 36%. A table of Centre County residents reporting a highest educational attainment of high school graduation or GED is presented below. Generally, significant proportions of the population in Boggs Township and Milesburg Borough, the Mountaintop Region, the Bald Eagle and Penns Valleys, Philipsburg Borough, Rush Township, Marion and Walker Townships, and a few portions of the CATA service area have no post-secondary education. It should be noted that – particularly in the Penns and Nittany Valleys – the presence of a significant Amish population may account for under-reporting of formal educational attainment. Though one must take care when considering data relative to educational attainment, it can generally be stated that individuals with a lower educational attainment have lower earning potential. This may indicate, especially when taking into account other socioeconomic indicators, some level of need for connections to employment sites, and especially job development and educational opportunities. Figure 4-13 (Centre County Educational Attainment – High School / GED) CATA Strategic Plan Update 2016 - 2026 151 College Degree As a university community, Centre County features a fairly wide disparity in terms of educational attainment. Countywide, just under 24% of the population report their highest level of educational attainment as a college degree. This is about 38% lower than the Pennsylvania average of 38.7%. Certainly, Penn State University attracts not only highly educated faculty and staff members, but also many people from across the County, Commonwealth, and nation who are seeking to further their education. A table of Centre County residents reporting a highest educational attainment of a college degree is presented below. Generally, significant proportions of the population in the Mountaintop Region, the Penns Valley, Boggs Township and Milesburg Borough, the Bald Eagle Valley, Rush Township, Philipsburg Borough, and a few portions of the CATA service area are less likely to report completion of post-secondary education. It should be noted that – particularly in the Penns Valley – the presence of a significant Amish population may account for underreporting of formal educational attainment. Though one must take care when considering data relative to educational attainment, by contrast to individuals with a lower educational attainment, it can generally be stated that individuals with a college degree have a higher earning potential. This may indicate a lower level of need for public transit and human services transportation, although in the Centre Region specifically, a number of higher-income individuals are, in fact, using public transit in increasing numbers. Figure 4-14 (Centre County Educational Attainment – College Degree) 152 Chapter 4 - Service Area Characteristics Distribution of Jobs Within Centre County, the Centre Region – and more specifically, State College Borough and the Penn State University campus – is home to a dominant share of major employers and jobs. A table of Centre County’s 25 leading employers is presented below. Not surprisingly, Penn State University is by far the County’s largest job center, employing a workforce almost four times larger than the County’s secondlargest employer, state government. Most of the County’s other large employers – such as the Mount Nittany Health System, State College Area School District, and county government – are located within the CATA service area. Major employers not located within the CATA service area include The Meadows Psychiatric Center in Centre Hall, Philipsburg-Osceola School District in Philipsburg, and Bald Eagle Area School District in Wingate. Together, Centre County’s 25 leading employers provide just under 30,000 jobs; this is about 38% of the total positions needed to support the entire Centre County labor force. It should also be noted that smaller businesses – both in the immediate State College area and throughout Centre County – are an important source of employment as well. Nevertheless, this information underscores the importance of transportation networks within the Centre Region, and between other portions of Centre County and the Centre Region. Figure 4-15 (Centre County Top 25 Employers) CATA Strategic Plan Update 2016 - 2026 153 Distribution of Age 65 and Older Population Centre County is home to a diverse mix of young children and families, college students, young professionals, and older, more established residents. Currently, about 11.5% of Centre County residents are age 65 and older. This is about 25.8% lower than the Pennsylvania average. Moreover, these senior Centre County residents are widely distributed in terms of geography, though most tend to live outside of the State College urban core. A table of the distribution of age 65 and older residents within Centre County is presented below. Larger-than average proportions of residents age 65 and older are present within some portions of the CATA service area, as well as the Penns Valley, the Bald Eagle Valley, Boggs Township and Milesburg Borough, Marion and Walker Township, Rush Township, and Philipsburg Borough. It should be noted that – particularly in Philipsburg and Bellefonte Boroughs, and Rush Township – the presence of senior housing as well as a relatively small population may influence the proportional population of age 65 and older residents. Persons age 65 and older are an important target population of the federal Section 5310 program as well as services funded with assistance from the Pennsylvania Lottery. It is critically important that residents age 65 and older be connected with medical and other essential services. Figure 4-16 (Centre County Age 65 and Older Population) 154 Chapter 4 - Service Area Characteristics Social Security Income Social Security includes Social Security pensions and survivors’ benefits, as well as permanent disability insurance payments made by the Social Security Administration. Currently, just under 25% of Centre County households receive Social Security income. This is about 22% lower than the Pennsylvania average of 32.2%. A table of Centre County Social Security income is presented below. Higher-than-average rates of Social Security payments are noted in portions of the CATA service area, as well as in the Bald Eagle Valley, Philipsburg Borough, the Penns Valley, the Mountaintop Region, Boggs Township and Milesburg Borough, Rush Township, and Marion and Walker Townships. It should be noted that – particularly in Philipsburg and Bellefonte Boroughs, and Rush Township – the presence of senior housing as well as a relatively small population may influence the proportional distribution of Social Security income. Though Social Security is widely viewed as a proxy for the distribution of the aging population within a given area, this is not entirely the case. Social Security income may reach surviving spouses and young families, as well as individuals who have been permanently disabled. As such, Social Security income tends to imply a certain level of transit dependence, as well as a need for transportation linkages between home and employment, educational, and medical opportunities. Figure 4-17 (Centre County Social Security Income) CATA Strategic Plan Update 2016 - 2026 155 Distribution of Disabled Population Centre County is home to a diverse mix of young children and families, college students, young professionals, and older, more established residents. Currently, about 9% of Centre County residents report having a disability. This is about 31.8% lower than the Pennsylvania average of 13.2%. Moreover, these disabled Centre County residents are widely distributed in terms of geography, though most tend to live outside of the State College urban core. A table of the distribution of disabled residents within Centre County is presented below. Larger-than-average proportions of disabled residents are present within some portions of the CATA service area, as well as the Mountaintop Region, the Bald Eagle Valley, Boggs Township and Milesburg Borough, Philipsburg Borough, Rush Township, and the Penns Valley. Disabled individuals are an important target population of public transit services, as many may have difficulty driving. It is critically important that disabled residents be connected with employment, medical, and other essential services. Figure 4-18 (Centre County Disabled Population) 156 Chapter 4 - Service Area Characteristics Median Value of Owner-Occupied Housing Units Centre County features a wide disparity in terms of housing values. Of late, much discussion has been taking place within Centre County with respect to an affordable housing crisis. That is, the overwhelming number of Centre County jobs are located within the Centre Region, but much of the affordable housing stock is located in more distant portions of the county as well as in outlying counties. Currently, the average value of a Centre County owner-occupied housing unit is about $198,000. This is about 20.1% higher than the Pennsylvania average of $164,900. A table of Centre County housing values is presented below. Excluding non-owner-occupied units on the Penn State Campus, census tracts with the most affordable housing include some portions of the CATA service area, as well as Philipsburg Borough, Rush Township, the Mountaintop Region, Boggs Township and Milesburg Borough, the Bald Eagle and Penns Valleys, and Marion and Walker Townships. By contrast, housing units within the Centre Region appear to be the least affordable for the average worker. The distribution of housing values within Centre County suggest relatively long commutes for some members of the workforce, and a real barrier between the most needy portions of the population and sustaining employment. Figure 4-19 (Centre County Housing Values) CATA Strategic Plan Update 2016 - 2026 157 Housing Unit Occupancy Centre County features a wide disparity in terms of housing occupancy. While the overwhelming number of Centre County jobs are located within the Centre Region, much of the available housing stock is located in more distant portions of the County as well as in outlying counties. Currently, the average housing unit occupancy rate in Centre County is about 90%. This is about even with the Pennsylvania average of 89.1%. A table of Centre County housing occupancy is presented below. Census tracts with the most available housing include some portions of the CATA service area, as well as the Mountaintop Region, the Penns Valley, Rush Township, the Bald Eagle Valley, and Philipsburg Borough. It should be noted that – particularly in the Mountaintop Region, Rush Township, and the Bald Eagle Valley – the presence of seasonal housing may account for relatively low housing occupancy rates. The distribution of housing availability within Centre County suggest relatively long commutes for some members of the workforce, and a real barrier between the most needy portions of the population and sustaining employment. Figure 4-20 (Centre County Housing Occupancy) 158 Chapter 4 - Service Area Characteristics Single-Occupant Vehicle Commuters Driving to work alone is – by far – the most prominent method of commuting for Centre County workers, as it is in most other areas of Pennsylvania and the United States. Currently, about 66% of the Centre County workforce commutes via single-occupant vehicle. This is much lower than the Pennsylvania average of 76.5%, suggesting that Centre County workers make better use of alternative modes of transportation than do their counterparts elsewhere in the Commonwealth. A table of the number of Centre County workers commuting via single-occupant vehicle is presented below. Census tracts with a higher-than-average rate of commuting via single-occupant vehicle include some portions of the CATA service area, as well as the Bald Eagle Valley, Boggs Township and Milesburg Borough, Rush Township, Marion and Walker Townships, the Mountaintop Region, the Penns Valley, and Philipsburg Borough. It is important to note that, although workers in Centre County generally seem receptive to alternative commuting methods, a high prevalence of commuting via single-occupant vehicle can often suggest a deficiency of these alternative modes, in terms of availability, routing, scheduling, and span of service. Figure 4-21 (Centre County Commute Method – Single-Occupant Vehicle) CATA Strategic Plan Update 2016 - 2026 159 Carpool Commuters Carpooling, or ridesharing, is a fairly popular method of commuting for Centre County workers. Currently, just under 11% of the Centre County workforce shares their trip to work with another individual. This is slightly higher than the Pennsylvania average of about 9.2%. A table of the number of Centre County workers commuting via carpool is presented below. Census tracts with a higher-than-average rate of carpool commuting include some portions of the CATA service area, as well as Philipsburg Borough, the Mountaintop Region, the Penns and Bald Eagle Valleys, Marion and Walker Townships, and Rush Township. High carpooling rates point not only to areas where commuting costs and traffic congestion can be mitigated through mass transit use, but also to areas where such transit service might be expected to capture a sustaining market share. Figure 4-22 (Centre County Commute Method – Carpool) 160 Chapter 4 - Service Area Characteristics Public Transit Commuters Transit usage, though a less popular method of commuting for Centre County workers than driving alone or ridesharing, still carries a significant mode share. Currently, about 4.4% of the Centre County labor force uses transit to get to their workplace. This is just a bit lower than the Pennsylvania average of about 5.4%. A table of the number of Centre County workers commuting via transit is presented below. Census tracts with a lower-than-average rate of transit commuting include some portions of the CATA service area, as well as the Bald Eagle Valley, Philipsburg Borough, Marion and Walker Townships, the Penns Valley, Boggs Township and Milesburg Borough, the Mountaintop Region, and Rush Township. From the data contained within the American Community Survey (ACS), it is clear that the disparity between the Centre Region and the outlying portions of Centre County, with respect to transit access and usage, is quite large. It should be noted, however, that a significant portion of CATA ridership is student-based, and therefore not necessarily captured by journey-to-work data. Figure 4-23 (Centre County Commute Method – Transit) CATA Strategic Plan Update 2016 - 2026 161 Walking Commuters Walking seems to be a very popular method of commuting for Centre County workers. Currently, about 9.3% of the Centre County labor force walks to work. This is roughly 2.5 times higher than the Pennsylvania average of about 3.9%, and indicative of the significant urbanization of the area, especially within the Centre Region. A table of the number of Centre County workers commuting via walking is presented below. Census tracts with a lower-than-average rate of on-foot commuting include some portions of the CATA service area, as well as the Bald Eagle Valley, Rush Township, Boggs Township and Milesburg Borough, the Mountaintop Region, Marion and Walker Townships, the Penns Valley, and Philipsburg Borough. High rates of walking to work generally imply a favorable balance between jobs and housing. Workers in areas with low walking rates would generally tend to work in other areas and face longer commutes. Figure 4-24 (Centre County Commute Method – Walking) 162 Chapter 4 - Service Area Characteristics Other Commuters Other commuting methods – including bicycling – are not a widely popular method of commuting for Centre County workers. Currently, just over 3% of the Centre County labor force uses another commuting method beyond a motor vehicle, public transit, or walking. This is, however, roughly double the Pennsylvania average of about 1.3%, which may be indicative of the high number of bicycle facilities relative to other locations, particularly within the Centre Region. A table of the number of Centre County workers commuting via other methods is presented below. Census tracts with a lower-than-average rate of other types of commuting include some portions of the CATA service area, as well as Philipsburg Borough, the Penns Valley, Rush Township, the Bald Eagle Valley, Boggs Township and Milesburg Borough, the Mountaintop Region, and Marion and Walker Townships. As with walking, high rates of bicycling to work and other commute methods generally imply a favorable balance between jobs and housing, although bicycling enables commutes of longer distances when compared to walking. Workers in areas with low bicycling rates would generally tend to work in other areas and face longer commutes. It should be noted that a low prevalence of bicycling to work might also indicate a lack of available or safe facilities on which to ride, or a lack of storage and/or locker room and shower facilities at the workplace. Figure 4-25 (Centre County Commute Method – Other) CATA Strategic Plan Update 2016 - 2026 163 Working at Home Currently, just under 6.5% of the Centre County labor force work from their home. This is nearly double the Pennsylvania average of about 3.7%. A table of the number of Centre County workers working at home is presented below. Census tracts with a lower-than-average rate of working at home include some portions of the CATA service area, as well as the Mountaintop Region, Marion and Walker Townships, Rush Township, the Bald Eagle Valley, and Boggs Township and Milesburg Borough. Though the data contained within the American Community Survey (ACS) with respect to home-based employment is indicative both of Centre County’s agricultural heritage and increasing prevalence of telecommuting, it also suggests some potential for economic development, as successful home-based enterprises can grow into larger established companies that provide both employment to others and a tax base for the community. Figure 4-26 (Centre County Commute Method – Work at Home) 164 Chapter 4 - Service Area Characteristics Mean Travel Time to Work With most of the Centre County job opportunities located within the Centre Region and Bellefonte, commute times can vary somewhat widely by census tract. Currently, the average commute time for a Centre County worker is about 20 minutes. This is roughly 22.5% lower than the Pennsylvania average of about 25.8 minutes. A table of the average commute time for Centre County workers is presented below. As one might expect, commute times generally tend to rise with distance from the Centre Region and Bellefonte. Census tracts with higher-than-average commute times include some portions of the CATA service area, as well as the Penns Valley, the Mountaintop Region, Rush Township, the Bald Eagle Valley, Marion and Walker Townships, Philipsburg Borough, and Boggs Township and Milesburg Borough. Though not always the case, areas with longer-than-average commute times generally imply potential success of public transit services (including ridesharing), if these services can be operated with a comparable travel time to the private automobile. Figure 4-27 (Centre County Commute Time) CATA Strategic Plan Update 2016 - 2026 165 Summary Summary tables of socioeconomic data at the census tract level from the 2010 US Census and 2008-12 American Community Survey (ACS) are presented below. Figure 4-28 (Centre County Demographic Summary Tables) 166 Chapter 4 - Service Area Characteristics Key Findings and Questions – Service Area Characteristics As data and information regarding service area characteristics was compiled, analyzed, and discussed both at a staff level and with the project management team (PMT), several key findings and questions became apparent that may have implications for future strategic initiatives and/or provide other valuable supporting data. These include the following, in order of discussion rather than particular order of importance or priority: • CATA must determine what key values or “cut-offs”, relative to these types of census data, are useful in determining future service areas. For example, is there a generally-accepted measure for population density or housing density relative to the provision of fixed route service? For other modes of service? CATA must also determine how these measures can and should be adapted to the CATA service area, which can be characterized by a number of unique attributes. • Considering the peer service areas discussed in Chapter 2 – for fixed route, paratransit, and ridesharing modes – CATA should determine which types of census data would be most worth comparing with the CATA service area. In developing such a comparison, the agency should also attempt to uncover the unique elements of transit services provided in a large college town. • CATA should attempt to determine how much of an impact the CATACOMMUTE program has on the carpooling numbers presented in this chapter, as opposed to independent ridesharing arrangements. • Census data relative to distribution of age 65+ and disabled populations should be used to help identify underserved areas within the existing fixed-route service area. • More data should be gathered to determine the impact of working from home and/or shared office space might have on the current and future construction of more “traditional” office space. Local data sources should be identified to validate these trends. • CATA should attempt to project the ways in which an aging Centre County population might impact the services offered by the agency. Particular attention should be paid, for example, to whether the age 65+ population will become a larger market for the services provided, or whether the relative affluence seen in the Centre Region might hold the demand for transit service down. • The median home value within the Centre Region has climbed markedly in recent years, while vacancy rates remain high in areas outside the urban core. This suggests an affordable housing problem within Centre County. Moreover, where compared with employment locations, the data also suggests a jobhousing imbalance within the county. CATA should examine how to best play a role in meeting these challenges. • Commute times in Centre County remain relatively low when compared to statewide data. This suggests that – while time can play a role in the selection of public transit for a commute – CATA must also compete with the private automobile and other modes using a different strategy, for example, convenience, frequency, etc. • Despite a slight increase in options for commuters, particularly through the CATACOMMUTE program, the same transportation-disadvantaged census tracts present in the first draft of the 2008 Coordinated Public Transit – Human Services Transportation Plan remain largely disadvantaged today. Traditional fixed route service, for example, has been unsuccessfully attempted in an effort to connect the Moshannon Valley with State College. CATA should examine what can be learned from that effort, and applied to future service expansions. CATA Strategic Plan Update 2016 - 2026 167 • CATA should project what a future customer of the organization and the more outlying portions of Centre County, perhaps 5-10 years into the future, might look like for the purposes of developing appropriate service offerings. 168 Chapter 4 - Service Area Characteristics CATA Strategic Plan Update 2016 - 2026 169 Chapter 5 Key Stakeholder Involvement This chapter is intended to examine what CATA does well, and what it needs to improve, from the perspective of a number of key public transportation constituencies. Critical to this effort was to engage an appropriate mix of elected, appointed, employee, and board representatives from CATA, CRPA/CCMPO, Penn State University (including transportation officials, faculty, staff, and students), municipal and county government, and the human service and business communities. To further engage CATA leadership (senior staff and board members), a half-day visioning exercise was conducted to discuss organizational strengths and weaknesses, as well as to answer a set of very broad, policy-level questions about the future of CATA’s operations. Strengths / Weaknesses / Opportunities / Threats (SWOT) Analysis A SWOT analysis is a structured planning method used to evaluate the strengths, weaknesses, opportunities, and threats involved in a project or in a business venture. Such an analysis can be carried out for a product, place, industry or person. It involves specifying the objective of the business venture or project and identifying the internal and external factors that are favorable and unfavorable to achieving that objective. Most commonly, strategic objectives are set for the project, venture, or organization after a SWOT analysis has been performed. This allows achievable goals and objectives to be set for the organization. Simply put, such an analysis is vital to inform the strategic planning process currently being undertaken by CATA, as well as to guide the outcomes from that process. A SWOT analysis deals with four key elements: • Strengths: characteristics of the business or project that give it an advantage over others. Internal, positive factors. • Weaknesses: characteristics that place the business or project at a disadvantage relative to others. Internal, negative factors. • Opportunities: elements in the external environment that the business or project could exploit to its advantage. External, positive factors. • Threats: elements in the external environment that could cause trouble for the business or project. External, negative factors. In February 2014, CATA staff and the CATA Board of Directors conducted a SWOT exercise. To prepare for this exercise, the staff circulated an agenda packet including a written worksheet that featured sample questions to generate thought and discussion between Board and staff members. A sample SWOT analysis worksheet completed by the Bay Area Rapid Transit District (BART) was also included in the agenda materials. The goal of the session was to spend adequate time considering each of the four key elements (strengths, weaknesses, opportunities, and threats) individually, and to reach consensus among session participants for each element. 170 Chapter 5 - Key Stakeholder Involvement STRENGTHS (internal / positive factors) • • • What are the unique skills and resources available through CATA? What do our member municipalities and customers view as our expertise? What emerging issues and trends do we have the tools to address? WEAKNESSES (internal / negative factors) • • • OPPORTUNITIES (external / positive factors) • • What do our member municipalities and customers need to face emerging and future transportation challenges? How are other transportation and / or public organizations addressing their future needs? What are the issues we are not addressing? What skills and resources is CATA missing? What does CATA lack that other transportation and / or public organizations can provide? THREATS (external / negative factors) • • To what threats do any weaknesses in CATA’s public transportation program expose us? What expertise does CATA lack to address future trends within the community? Figure 5-1 (CATA Board SWOT Questions Worksheet) Figure 5-2 (Sample Completed SWOT Worksheet – Bay Area Rapid Transit District [BART]) CATA Strategic Plan Update 2016 - 2026 171 The following strengths, weaknesses, opportunities, and threats were identified by CATA staff and the Board of Directors, refined and compiled into an acceptable list, and subsequently reviewed by the project management team (PMT): Strengths (Internal, Positive Factors) • • • • • • • • • • • • • • • • • • • • Involved board and dedicated, skilled employees Perceived high level of corporate ethics Increase in service and ridership over time Relationships with municipalities (including agreed-upon cost sharing, Miller Formula) Productivity (riders per revenue hour) Farebox recovery Apartment pass program, partnership Proactive innovators (apartment passes, CNG, APTS, vanpools, rideshare, mobile apps) Grantsmanship (competitive funding), political relationships and technical ability Strong, stable labor relations Positive image within community, state, nationally, brand identity Relationship with planning agencies, MPO (multimodal connections) Acquired funding for new facility, new buses Selection of good vendors and contractors Employee development and training Employee retirement plan Strong customer service (front desk) Improved hiring processes (newer emphasis on interpersonal skill) Ability to implement ridesharing when fixed route doesn’t work Technology that allows CATA to better match capacity to demand (through service that can be increased or decreased easily with trippers, etc.) Weaknesses (Internal, Negative Factors) • • • • • • • • • • • • • • • • • 172 Aging fleet (revenue vehicles and service vehicles), tanks, parts availability Limitations of current physical plant, constrained site Long-range planning (reactionary) Overreaching organizational capacity, shoestring operations Shortages of qualified labor Insufficient critical examination of current practices Longer-term succession planning Lack of documentation for current processes Percentage increases under Miller Formula can hinder effort to seek increased overall funding Miller Formula can drive service planning Need to improve internal IT (payroll, scheduling, requisitions, filing) Legacy systems (including labor contract) have not kept pace with growth Need to improve customer service culture Lack of emergency fueling arrangements (offsite) Need to penetrate non-student markets to greater extent Lack of capacity in student housing corridors – overcrowding can deter non-student riders Need to develop and use a wider range of formal data analysis for system optimization Chapter 5 - Key Stakeholder Involvement Opportunities (External, Positive Factors) • • • • • • • • • • • • • • Relationship with PSU, partnership to mitigate traffic congestion, need for parking structures (including programs such as Ride for Five) Supportive community, land-use practices conducive to fixed route transit service Support for including transit in land-use decisions Population density compared to similarly-sized communities (conducive to high level of productivity) CATA’s internal strengths are generally well-integrated and reciprocal with its external opportunities More potential community growth (Grays Woods, Toftrees, etc.) Relatively inexpensive access to fuel Availability of good vendors and contractors Student base allows CATA to offer more service to community at large Statewide consolidation initiative might enable better coordination with adjacent properties Positive reputation provides opportunity to take the lead on statewide initiatives, potential for discretionary funds (collaboration with PennDOT) High degree of support at the state level (including Ecolane project) Well-developed paratransit system in aging community/retirement destination Some support within the community for universal access Threats (External, Negative Factors) • • • • • • • • • • • • • • Lack of stable, continuous, fully adequate funding Reliance on students, and current structure in serving PSU and apartment complexes Competition with private auto in relatively affluent community with average to lower than average commute times Lack of safe, comfortable access to transit facilities (including adverse weather events), who is responsible for maintenance? Layout of highway infrastructure connecting neighborhoods and downtown Operation in extreme weather conditions Statewide consolidation initiative? May decrease local control, productivity Workforce housing in areas not as easy to serve efficiently or effectively Reliant upon and sensitive to federal, state, local funding PennDOT move toward a higher degree of statewide control Reporting requirements (sometimes retroactive, unfunded mandates) Some lack of transit emphasis, knowledge, innovation on part of local PennDOT district Complementary paratransit requirement Potential demands of universal access (capital, operating) CATA Strategic Plan Update 2016 - 2026 173 Condensed Strengths / Weaknesses / Opportunities / Threats (SWOT) Analysis Following the completion of a final list of strengths, weaknesses, opportunities, and threats by the CATA Board of Directors, staff, and the project management team (PMT), the staff was encouraged to further consolidate and refine the list down into just a small handful of broad, essential points per element. The following points yield very valuable clues to the session participants’ aggregated perspective on the future strategic direction of CATA: Strengths (Internal, Positive Factors) • • • • • Skilled, dedicated, well-trained workforce A culture of leadership and innovation Priority placed on relationships and partnerships Consistent emphasis on, and orientation toward, efficiency Outstanding corporate reputation and ethics Weaknesses (Internal, Negative Factors) • • • • • Outdated and/or insufficient capital facilities and equipment Tendency to be more reactive and retentive than proactive Many legacy systems not reflective of system size or growth Unforeseen or collateral consequence of the Miller Formula Insufficient use of data and documentation in current and planned processes Opportunities (External, Positive Factors) • • • • • Supportive geography, demographics, and land use practices (critical mass) Relatively inexpensive access to natural gas fuel Strong standing among funding partners (PSU, PennDOT, etc.) Positive relationships with contractors and vendors Community growth in population and density Threats (External, Negative Factors) • • • • • 174 Potential shift in control from local, to regional or statewide Capital and operating demands of community and system growth Total reliance on federal, state, and local funding (no ability to generate own sources or plan) Workforce housing and other key markets in areas not easily served Weather conditions often inhospitable to operations and vehicle maintenance Chapter 5 - Key Stakeholder Involvement Policy-Level Visioning Exercise Another useful exercise intended to inform the strategic planning process, as well as to assist in the development of goals and objectives for CATA, was to consider broad, policy-level, future-oriented questions specific to a variety of elements of CATA’s service offering. In February 2014, CATA staff participated in such an exercise with the CATA Board of Directors, allowing participants the opportunity to express preferences, new ideas, and concerns with respect to these important elements of the service offering. To prepare for this exercise, the staff circulated an agenda packet including a written list of strategic visioning questions intended to generate additional thought and discussion among session participants. This list took into account the following elements: overall vision and corporate philosophy, competing needs, balance of service, operational issues, pricing, finances, fueling, sustainability, and new service delivery models. As with the SWOT analysis, the goal of the session was to spend adequate time considering each of the key elements of service individually, and to reach consensus among session participants for each element. The basic list of questions for the session was as follows: Corporate Philosophy • For its entire existence CATA has been pretty much a shoestring operation. That has allowed CATA to be super-efficient, but at the same time there are things that CATA has either not done, or not done well. Going forward, what/who should CATA be? Should CATA try to hang onto a legacy as a small, low-budget system, or is it time to grow up and act like a mid-sized system, with all that doing so entails? • Over the past two decades, CATA has spent a lot of organizational energy on the external environment, which in hindsight may have come at the expense of internal management. Looking ahead, should CATA continue on the same path, or dial back the external focus to put more emphasis on internal management? What’s the right balance – can CATA do it all? • For twenty years, perhaps longer, CATA has been very risk-tolerant in the area of capital planning. CATA essentially assumed that in spite of the lack of dedicated funding, if cards were played right, the money would come. In retrospect, the feeling is that has been the case. Going forward, is CATA still willing to assume that level of risk? If not, is CATA willing to possibly curtail service or staffing to set aside money for capital or operating reserves? • CATA operates three distinct services – CATABUS, CATARIDE and CATACOMMUTE. Taking the long view, should CATA continue to be in all three of these businesses? Can CATA be nimble in meeting new needs? Consolidation with the County could take CATA out of state-sponsored shared ride services. Statemandated regionalization of carpooling and vanpooling could eliminate CATA’s services for long-distance commuters. Should CATA embrace these opportunities to divest, or fight to hang onto some or all of its brands? Balance of Service • CATA devotes a significant share of transit service to the Penn State campus, where the alternative is walking, and in the student housing corridors, where it is perceived that almost everyone has an automobile. At the same time, CATA provides relatively little service to other areas of the community, including those where transit needs are greater. While efficient and productive, is CATA meeting the overall needs of the community? CATA Strategic Plan Update 2016 - 2026 175 • In Centre County, much of the workforce housing and many of the people who would be considered “transportation disadvantaged” live in areas currently unserved by CATA. Should CATA consider expanding service to these areas – like the Moshannon Valley – with populations that could benefit from public transportation? What are the institutional and financial implications of this concept? • Current growth in student housing is locating beyond a reasonable walking distance from campus. Should CATA continue to serve this demand for student-oriented transit service if it limits the ability to meet other emerging needs? Can CATA continue saying “yes” to every new complex and what are the implications if they don’t? Competing Needs • The CATA board and staff perceive that there are four distinct areas in which additional investment is needed: additional transit service, capital reinvestment, operating reserves, and staffing. As a chronically-underfunded agency, available resources were focused on service, sometimes to the detriment of the other needs. Going forward, how should CATA balance these needs? • What is an adequate reserve for an agency of CATA’s size and budget? The only reserve that CATA has had in the past 20+ years is whatever unspent federal assistance could be carried forward from the prior year. CATA will need to decide what sacrifices they may be willing to make, including the possibility of controlling service growth or delaying needed capital reinvestments, in order to build these reserves. • The same questions apply to the concept of building a capital reserve. In the past CATA has not had an actual capital reserve, other than for the local share to match federal and state funding and a “paper” set-aside for vanpool replacement. Over the years CATA has been very successful in securing discretionary funding, possibly in part because of the desperate need at the time of application. In today’s culture of more effective asset management, does cutting service, or declining needed expansions, in order to fund a capital reserve risk CATA becoming less successful in the competition for discretionary dollars? • How does CATA view the need for additional staffing? Historically CATA has remained a very lean organization. Over the past decade CATA has gradually increased the number of behind the scenes employees, but still lacks adequate coverage in key areas. PennDOT has recommended additional street and maintenance supervision, and there are other areas where additional staffing may be warranted as well. Should CATA defer investment in other areas in order to increase staffing? CATABUS • CATA has long had an understood goal of capturing 50% of operating costs from riders through the farebox, contractual agreements, and all other revenue sources. How does this goal impact growth in unserved areas or innovation? What should factor into this goal? How strongly does the board feel the agency should strive to maintain this recovery ratio? • What performance metrics are important to CATA’s success in the future? CATA currently tracks productivity on a route-by-route basis, and reports it using four different categories. Should productivity be reported by route type? Should it be used to adjust or curtail service if thresholds are not met? Should CATA provide some amount of “policy level” service regardless of productivity? If so, how might this be accomplished? 176 Chapter 5 - Key Stakeholder Involvement • The apartment complex program now produces more than half of CATA’s community based riders. Even though revenue per rider has grown over the past decade, it is still considerably lower than other segments of community service. Should CATA pursue strategies to gradually increase ridership in this segment? Alternatively, should CATA consider tying fare levels to the required subsidies for the service, which are relatively low? • As more student housing is built farther from the core of service, CATA is getting requests for higher frequencies and longer spans of service. If CATA continues to meet these demands, some of which are expensive to satisfy, should they continue to price the apartment passes at one standard level? What are the implications of raising rates, and what levels would be palatable? • The rate CATA charges Penn State for LOOP and LINK service is driven largely by historical precedent. It is felt that at current rates CATA covers most direct costs, but only about 60% of fully allocated costs. CATA’s fare recovery ratio for campus service is higher than that of community service. During a 2014 PennDOT review, there was pressure to capture a higher percentage. Can and should this be done? What are the repercussions? CATARIDE • Currently, CATA has a low threshold for certifying an individual with disabilities for use of ADA paratransit services. As a result, passengers who are clearly able to use fixed route service have been certified to use CATARIDE. Should CATA reconsider recertification? What are the trade-offs of forcing people who prefer paratransit to use fixed route service when possible? • If CATA tightens ADA paratransit eligibility, how would that happen? Can/should CATA grandfather existing customers, while becoming more restrictive with new applicants? Should CATA consider a recertification of all passengers? Should CATA adopt a functional assessment process? • CATA rarely considers cost recovery on CATARIDE. Shared Ride service for seniors is largely – but not totally – underwritten by PA Lottery funds. ADA complementary paratransit is heavily subsidized by CATA. Are there ways to reduce the cost of ADA paratransit service? How do these questions intertwine with questions of consolidation? CATACOMMUTE • In CATACOMMUTE, carpool matching and the vanpool program have historically been supported by a contribution from Penn State. When starting the vanpool program, fares were set at a level which was thought to cover the direct operating cost of the vans, plus a little bit for capital reinvestment. Should CATA adopt policy that expects the vanpool program to be fully self-supporting? If not, at what level should it be subsidized? The two-part visioning session with CATA staff and the Board of Directors yielded the following results, in terms of policies and further questions, categorized by basic area of operations: Agency Vision • CATA has a need to quantify what “success” means and would look like for the organization CATA Strategic Plan Update 2016 - 2026 177 Corporate Philosophy • Regardless of local preferences and funding, CATA is – and will likely continue to be – constrained by funding at the state and federal levels, in terms of services operated • The type of data collected, as well as how that data can be quantified, should be determined in order to make policy-level decisions • CATA should consider determining a level of sustainability that can be applied to both current and future services • CATA has grown from a small system into a medium system. CATA is experiencing some growing pains, and as a result, there is a need to determine what the future composition of the agency will be • Participants agreed that with respect to the balance of known need against available resources, “if this process isn’t a struggle, we’re wasting money” • Participants agreed that an external focus has been essential to the development of the current system, but questioned whether that should remain the critical focus Competing Needs • Historically, service on the street has trumped other areas of the operation, but it may be time to reconsider this practice • It is a critical time for rolling stock upgrades and capital improvements, with an eye to future sustainability • The ability to build a small capital reserve is an encouraging development, but more work is needed to build reserve policies as well adequate cash reserves • The shift to the use of express and tripper service in high-density corridors has helped to maintain a high level of service that is both efficient, as well as effective for the customer • We’re not selling a service so much as the community is now buying it; in other words, CATA’s reputation for efficient, effective transit services has grown within the community such that even as the agency attempts to manage growth, it is facing an increasing level of unsolicited demand for these services • There is a need for CATA to convey to local decision makers the competing financial demands on its ability to meet new service needs, particularly with respect to local match • There is a need to determine a balance between the cost or service level threshold for apartment complex pass programs, and the tipping point at which it becomes more viable for an apartment complex to offer their own service. This has an impact on CATA service to the larger community • CATA may find it beneficial and desirable to investigate creative approaches to supplementing capital funding • CATA should determine an optimal balance between fleet age and an ability to compete for discretionary funds in what may be a new “state of good repair” approach to awarding these funds Balance of Service • Both PennDOT and Centre County will certainly exert influence on whether and how CATA’s brands continue to operate, particularly with respect to paratransit and ridesharing • CATA must take input from a number of constituencies in determining an appropriate mix of services • A key question for CATA to consider is if CATABUS is its primary service offering; how do the other modes of service fit into the overall picture? • The decision whether to keep or divest each of the three brands (CATABUS, CATARIDE, and CATACOMMUTE) needs to be made by the end of the strategic planning process • CATA should determine the level of subsidy required for services provided outside of its core service area; should this level of subsidy differ by type of service? • CATA must determine its willingness to act as the state-designated regional provider for ridesharing 178 Chapter 5 - Key Stakeholder Involvement services; going forward, this decision may apply to other types of services as well • CATA’s Articles of Agreement seem to be clear on how services provided outside of member municipalities should be handled, but may need to be revisited for additional clarification, and/or as service evolves. As a practical matter, services outside of CATA’s member municipalities are currently assessed at the level of the unsubsidized local match required to operate the service. • Internal data on the use of bike racks, as well as on use in comparison to other systems, should be considered Fixed Route Services • The prevailing Board opinion seems to support a policy level of service to several different areas within the community, while continuing to seek more efficient ways to provide that service • Addressing the political concerns of elected officials (including through a policy level of service) helps to secure local funding, which in turn helps to secure state and federal funding • A number of constituents don’t use CATA service, or rarely use it, but are willing to pay to support it in the event they need it at some future point; in other words, there is value to CATA services as a “safety net” • Productivity targets should be implemented – and progress tracked – but these targets must be set within context and reason • The cost to provide pass program-based service to some apartment complexes is much higher than that required for others, causing a disconnect between pricing and cost • Conditions seem to be favorable for more closely linking the rate assessed for campus services to the cost required to provide those services • CATA should build awareness with relevant audiences in terms of the benefit campus services provide beyond just the immediate campus area • A need exists to better examine and understand PennDOT’s request for campus services to recover 100% of fully allocated costs relative to both CATA’s and Penn State’s current and expected operating conditions, and, if this target cannot be met, to accurately and articulately convey operating conditions to PennDOT Paratransit Services • CATA must carefully balance paratransit eligibility against fixed route productivity and capacity • The shared ride component of our paratransit services complicates understanding of cost and performance of overall paratransit service, which also includes the ADA component; the effect of mirroring the two service components, rather than operating distinctly according to differing requirements and eligibility guidelines, must be considered • CATA tends to go well beyond minimum requirements in terms of paratransit service to outlying areas, and the cost and impact of these practices should be monitored Ridesharing Services • CATA should transition to an attempt to recover close to 100% of operating and capital costs through a change in fare and pricing structure • The ridesharing program essentially increases access from affordable housing to employment opportunities within the Centre Region, and is of high value to the public and individual communities. CATA Strategic Plan Update 2016 - 2026 179 Financial • CATA should consider the significance of a 50% operating cost recovery ratio within an overall operating policy; the prevailing Board opinion was that this target is achievable, and has historical support • The strategic plan should make a well-founded recommendation to maintain, raise, or lower the target operating cost recovery ratio; with a reduction being made in favor of capital needs, more service to outlying areas, and/or building reserves • The General Manager transition would make an ideal time to investigate a potential successor to the Miller Formula • The prevailing sentiment was that member municipalities support at least the basic concepts underpinning the Miller Formula, if not every element of its practical application Fuels • CATA enjoyed some level of success with the natural gas hybrid project, although PSU project funding was exhausted before the concept could be fully tested • CATA will need to keep a close eye on the emerging direction manufacturers take with respect to propulsion and fueling, including fuel cell or electric vehicle technology as a future “clean” solution • Although the shift to a new form of propulsion would be costly, CATA shouldn’t necessarily become complacent with CNG at the to the neglect of a better option • Long-range capital decisions should consider all vehicle fleets (not just fixed route) • There are real challenges associated with managing several different fleets with different propulsion systems, as well as the associated infrastructure • Any shift in fuel technology would likely require a varied fleet and multiple skill sets, at least in the shorter term • Going forward, the CATA Board should commit to re-evaluate fuel technology decisions every several years; the strategic plan should recommend an interval for doing so (perhaps in advance of major bus purchase projects) • To best possible extent, CATA should keep all options open in the reconstructed and expanded facility, so as not to preclude a shift to new fueling technology in the future • The type of fueling technology adopted must be balanced against both operating and capital costs Sustainability • Any CATA efforts to become a “greener” organization must fall within financial constraints, as well as the core mission of public service • It should be noted that existing municipal investments in CATA are already “green” investments • The perception of CATA as a “green” organization may be, in part, a function of marketing existing initiatives and benefits to municipalities Service Models • It should be noted that many new, emerging service models (such as ZipCar and Uber) may not directly compete with CATA, but rather, may be complementary to existing services • CATA should consider what its role may be in regards to new and emerging service models – it could be a continuum of potential involvement from “aggressive” to “creatively out of the way” • CATA must acknowledge that these new and emerging service models may actually offer better returns than some of our “safety net” service (midday trips, etc.); therefore, it may be wise to be involved at some level – this may not necessarily take the form of operating the services directly, but rather helping to foster their development 180 Chapter 5 - Key Stakeholder Involvement Stakeholder Interview Sessions As part of the strategic planning process, CATA prioritized an effort to engage an appropriate mix of elected, appointed, employee, and board representatives from CATA, CRPA/CCMPO, Penn State University (including transportation officials, faculty, staff, and students), municipal and county government, and the human service and business communities in a series of personal interviews. These interviews were designed to draw out some level of strengths / weaknesses / opportunities / threats (SWOT) information, but also to facilitate discussion around a number of visioning questions, and to gauge general awareness of CATA services. Though CATA staff used the following stakeholder interview script as a starting point for each interview, the staff quickly found that more organic discussion about CATA’s operations, without use of a script, elicited more useful information: • Are there any particular elements of CATA’s operation you’d like us to consider as part of the strategic planning process? • What do you feel is CATA’s greatest strength as an organization? Why? (“internal” audiences only) • What do you feel is CATA’s greatest weakness as an organization? Why? (“internal” audiences only) • What do you feel is the greatest opportunity that exists in CATA’s external environment? Why? (“external” audiences only) • What do you feel is the greatest threat that exists in CATA’s external environment? Why? (“external” audiences only) • If you could change one thing about CATA, as an organization or in terms of how it provides service, what would it be? Why? • In what ways could CATA better coordinate with other public and private entities who provide transportation services within the Centre Region and Centre County? • Which, if any, destinations (businesses, stores, activities) do you feel are unserved, or underserved? • Ten years from now, the utilization of public transportation services has risen to levels never before seen. What has changed, and what “big ideas” have been implemented, to allow this to happen? • Do you feel there are obstacles to change in CATA’s operations? If so, what are these obstacles? • Do you think that awareness of CATA is high, average, or low among your constituents, clients, and community? Why? If applicable, what actions do you propose to increase awareness? • What do you think CATA’s biggest challenge will be over the next ten years? • Are you optimistic about the future of public transit within the area? Why or why not? • What is the primary benefit of public transit to your constituents, clients, and community? • In cases of imbalance between public transit’s target populations and concentration of service, how do you propose to fund and address critical gaps in service? • Finally, is/are there an element(s) of CATA’s operation that you would like to discuss that has not already been covered? Summary of Stakeholder Interviews The following is a summary of stakeholder interview sessions, presented in chronological order. Input has been grouped by type of stakeholder for the sake of efficiency, as well as for the purposes of comparison and contrast. State and Federal Elected Officials Separate interviews were conducted with: US Representative Glenn Thompson, 5th Congressional District; Kim Bierly, staff member for US Senator Bob Casey, Jr; State Senator Jake Corman, 34th Senatorial District; State Representative Mike Hanna, Sr., 76th Legislative District; State Representative Scott Conklin, 77th Legislative District; and State Representative Kerry Benninghoff, 171st legislative district. CATA Strategic Plan Update 2016 - 2026 181 All elected officials were generally very knowledgeable of CATA’s services, and equally as complimentary. They exhibited a high level of awareness with respect to CATA’s compressed natural gas fueling program, and acknowledged that complaints from constituents regarding the agency were few. Nearly every official noted the benefits resulting from the relationship that CATA has built with Penn State University. While CATA is generally viewed as well-managed across this group, interviewees were somewhat concerned that increasing existing and future demands could put a strain on the agency’s resources if not effectively managed. While some elected officials referenced the perception of empty buses along certain CATA routes, others focused on the number of standees on high-volume routes. All interviewees noted that some expansion to meet the growing demand outside of the Centre Region was needed. State Representative Benninghoff observed additional opportunities to coordinate or consolidate with the Centre County Office of Transportation Services (CCOT), adding that these opportunities could possibly bring about greater efficiency of service for both CATA and the CCOT. With respect to the governance of the CCOT, State Representative Benninghoff called attention to the current structure of the Centre County Board of Commissioners, who may, he reasoned, lend support to closer coordination or consolidation with CATA. State Representative Mike Hanna described CATA’s vanpool program as an innovative approach to serve longdistance commuters, and questioned whether a similar approach could prove to be both workable and beneficial to Clinton County commuters. Both State Representative Hanna – as well as staff from US Senator Casey’s office – perceived a need for CATABUS service to extend past Bellefonte into other areas of Centre County. Both State Representative Hanna and US Representative Glenn Thompson focused on the transportation needs of older adults. State Representative Hanna emphatically noted the role played by the Shared Ride program in providing essential mobility to older adults from both rural and urban areas in Centre County. State Representative Conklin noted Penn State University students as a critical segment of CATA’s market, as well as their need to have a positive experience when using CATA services. He further suggested a need to market CATA as an innovative and friendly agency. State Representative Conklin added that he receives the largest number of transit service requests from armed forces veterans and associated groups. US Senator Casey’s staff perceived a need to make the website more intuitive by calling out major trip generators within the service area, as well as by providing directions on how to access these generators using CATA services. Real Estate Developers Interviews were conducted with: Tom Songer, Torron Group; Bob Poole, S&A Homes; Heidi Nicholas, Nicholas Enterprises; and Ara Kervandjian, Progress Development Group, LLC. Mr. Songer noted the employment stability of the State College area. He added that while there has been a loss of manufacturing positions within the area, overall employment remains both steady and strong. Mr. Songer did, however, cite the need for both Penn State University and the Chamber of Business and Industry in Centre County (CBICC) to coordinate efforts to continue to diversify the local economy. Mr. Songer further expressed mixed opinions on the recent increasing trend of student housing development within the area, noting that this increasing trend seems to be outpacing demand. He generally views the State College area as over-building in terms of housing development, but observes that such over-building may push housing prices down, and thus may be part of the solution to the region’s affordable housing challenges. With respect to future development, Mr. Songer generally anticipates new housing construction at a much slower rate than might typically be expected within the region. He further noted that the market for commercial and office property is soft, with a number of vacancies. Mr. Songer expects these markets to remain soft for a variety of reasons, among them being the aforementioned challenges related to affordable housing within the region. 182 Chapter 5 - Key Stakeholder Involvement Mr. Songer observed that residents of Torron Group developments seem to use CATA services at a rate lower than the average user, and that perhaps awareness of services could be better developed in an effort to mitigate this trend. He noted that the generally lower level of service offered to outlying residential areas may also account for a smaller mode share within Torron Group developments. Mr. Songer explained his willingness to work cooperatively with CATA on reasonable public transportation amenities within new residential or commercial developments, as well as to educate potential clients with respect to CATA services. Last, he noted potential value in surveying local employers so that CATA can better meet their transportation needs. Mr. Poole focused on both the need to build more employment opportunities within the region, as well as the need for more affordable housing for working individuals and families. He noted, through his knowledge of both national and local trends, an increasing tendency for younger professionals to rent housing, or to purchase homes with a smaller footprint and a one-car garage in an effort to reduce housing and transportation costs. Mr. Poole regards nearby transit service as important to marketing new housing developments. In terms of future housing and commercial trends, he expects to see growth in the Gray’s Woods, Benner Commerce Park, and Toftrees area; however, each of these are developments in which he owns a significant stake. Mr. Poole observed what is known as the “Amazon Effect” in that the market for office and commercial space continues to be soft, given a slower pace of “brick and mortar” business development. He is generally very supportive of the services provided by CATA, and notes a high level of need for these services by older adults, and to access workforce housing. Ms. Nicholas did not have a strong awareness of the specific services provided by CATA, as most of her experience with the agency comes through use of the football shuttle services. She noted the challenges in assembling individual downtown properties for larger-scale residential and/or commercial development, and noted that planned future developments, such as the Toll Brothers property in Ferguson Township, could transition from multi-family to single-family residential. Mr. Kervandjian generally holds a favorable opinion of CATA’s services. He noted specific challenges in constructing bus stop locations near the Limerock Terrace development, many of which are closely related to the grade and layout of the surrounding street network. Mr. Kervandjian’s organization owns properties that will be developed within the next five years both in downtown Bellefonte, as well as in the Shiloh Road corridor. He noted a particular need for public transit services in downtown Bellefonte, given both the lack of parking accommodated by his planned residential development, as well as its marketing as workforce housing. Several interviewees noted the potential for redevelopment at both Westerly Parkway Plaza and Hills Plaza. Centre Region Council of Governments (COG) / Centre Regional Planning Agency (CRPA) / Centre County Metropolitan Planning Organization (CCMPO) Officials Participants in a group interview session included: Jim Steff, COG Executive Director; Jim May, CRPA Director; Tom Zilla, CRPA Principal Transportation Planner; Jeff Luck, representing Patton Township as Chair of both the COG Transportation and Land Use Committee and the CCMPO Coordinating Committee; and Bud Graham, representing Harris Township as Chair of the COG Finance Committee. Participants in this group session were generally concerned that CATA’s schedules are too closely tied to the university timetable. This makes reduced service periods problematic, as local workers who want to use CATA service can face additional challenges during these time periods. On the other hand, session participants did acknowledge the value of the express service models used by CATA in high density corridors – with very targeted, efficient service transporting relatively large numbers of riders – and expressed a desire to have CATA investigate further application of these models. CATA Strategic Plan Update 2016 - 2026 183 Session participants noted a recent route change that shifted the operational concept from one of geographic route coverage to one of increasing trip frequency and speed. The consensus seemed to be that having riders walk an additional block or two in order to access more frequent, faster service was a positive tradeoff. Further discussion included the size of vehicles, both the potential for larger, articulated vehicles in highvolume corridors, as well as smaller vehicles in more outlying communities like Boalsburg, Pine Grove Mills, and Stormstown. Participants also questioned how vanpools could be better integrated with the service planning process, particularly how they could be used to build a market for traditional fixed route services. A number of session participants noted CATA’s role in land use and development decisions. While the prevailing opinion was that CATA plays an effective and important role in these decisions, it was tempered by a feeling that this role could be expanded somewhat. Increased involvement for the agency with respect to ongoing and future development along the North Atherton Street corridor, for example, was generally viewed as positive. Moreover, given the recent closure of a number of local mobile home parks, participants expressed great concern about the displacement of low-income individuals, as well as a desire to have CATA assume a role in connecting these individuals with employment opportunities. Within the ranks of local elected officials, there exists some concern that the ongoing statewide push for consolidation could be a threat to CATA’s successful operating model, as well as a threat to the existing level of service within the Centre Region. While these officials accepted the need for a higher level of transit service in outlying areas, they were also concerned about how this service might be funded in a fair and sustainable manner. At the completion of the State College Area Universal Transit Access Study, two municipalities expressed potential interest in participating in a pilot project. Session participants questioned to what extent this interest will be pursued and developed. Moreover, participants expressed an ongoing desire to explore the concept of an intermodal transportation center, while acknowledging that location issues are the major obstacle to such a development. COG, CRPA, and CCMPO officials questioned CATA’s future plans in terms of bus propulsion, noting that compressed natural gas (CNG) is seen as the “best of the worst” options as it is still a fossil fuel; the agency was urged to thoughtfully consider its future options. Last, session participants observed a need to pursue bus pass programs with major employers to increase mobility, efficiency, and transit mode share. PennDOT Bureau of Public Transportation Participants in a group interview session – conducted via telephone – included LaVerne Collins, Director, PennDOT Bureau of Public Transportation (BPT); and Eileen Ogan, BPT Chief, Specialized Transportation. BPT officials expressed a strong desire to see a consolidation of shared ride service providers within Centre County, as the county is now the last remaining area with two providers. Moreover, there is a growing awareness at the state level that the shared ride program is not sustainable as currently configured, hence the upcoming launch of a new shared ride pilot program, as well as the ongoing emphasis on increased coordination and consolidation. For this reason, future changes to both service delivery guidelines and funding methods should be expected. Moving the Medical Assistance Transportation Program (MATP) from the oversight of the Department of Human Services (DHS) to that of PennDOT, for example, is currently under consideration. Ms. Collins observed the need for CATA to build cash reserves to buffer against not only future cash flow issues, but also any funding uncertainties that may arise. She acknowledged that for the time being, CATA must effectively balance this need for cash reserves against pressing capital needs, particularly as they relate to building renovation and expansion, as well as the purchase of replacement and expansion vehicles. To further assist in building these reserves, as well as to comply with Pennsylvania Act 89 of 2013, Ms. Collins also noted the need to index fares to inflation. 184 Chapter 5 - Key Stakeholder Involvement Coordination and regionalization were consistent themes throughout the interview session. At a statewide level, CATA is viewed as a leader in terms of positive best practices that can be shared with other agencies. Transitioning the successful CATACOMMUTE program to the PACommutes model, and standardizing fixed route technology were two key points raised during the session. CATA remains part of North Central Pennsylvania Regional Transit Consolidation Study, administered by PennDOT. While BPT officials acknowledged that CATA may not be the best fit for the North Central study region, they stressed that there could be coordination or consolidation opportunities with other areas or regions. Interviewees noted that PennDOT’s goals in pursuing regional consolidation are to promote operational efficiency, professional development, and cross-county transportation options. In general, BPT officials noted that CATA is very different from other Pennsylvania transit agencies by virtue of its service to students, faculty, staff, and visitors of Penn State University, as well as the relatively high levels of ridership and revenue generated by that service. Penn State University Officials Participants in a group interview session included: David Gray, Senior Vice President for Finance and Business / Treasurer; Ryan Givens, Assistant Director of Transportation Services; Gail Hurley, Associate Vice President for Auxiliary and Business Services; Ford Stryker, Associate Vice President for the Office of Physical Plant; Gordon Turow, Director – Campus Planning and Design; Rob Cooper, Director – Energy and Engineering; and Steve Watson, University Planner. The central theme of this interview session was improved coordination and planning between CATA and Penn State. This included a perceived need to better align CATA’s strategic initiatives with Penn State’s Intermodal Transportation Plan for the University Park campus. Session participants noted that on-campus housing remains the focal point of an aggressive renovation and upgrade effort. The current student body has expressed a preference for larger, more modern housing units with a higher level of amenities. This move to more upscale housing on campus could lead to more heated competition between the University and off-campus housing complexes for potential residents; such competition may result in increased demand for on-campus housing at the expense of some of the aging off-campus locations; for example, along Vairo Boulevard and Waupelani Drive. Interviewees did not rule out the future construction of one or two additional residence halls for this reason, even though enrollment at the University Park campus was not projected to grow significantly. Interviewees noted that on the academic side of University operations, there is an increased focus on Penn State’s World Campus, and enrollment in on-line learning opportunities was expected to triple over the next seven years. Session participants, however, agreed that this growth is not intended to come at the expense of residential enrollment. Moreover, this maintenance of residential instruction is to be accompanied by a renewed commitment to the core mission of educating in-state students. Going forward, interviewees expected international student enrollment to level off at approximately 12% of total University Park student enrollment. This suggests that Penn State-generated demand for CATA services will hold steady or increase. Penn State’s capital plan is focused on renovation of existing structures, as well as core campus infill development. Session participants from the Office of the Physical Plant expressed a desire to enhance the on-campus CATA experience with upgraded shelters and improved technology. Further, these representatives perceive a pressing need for improvements to College Avenue stop locations that will need to happen through a strong partnership with CATA, State College Borough and PennDOT. The master plan for the University Park campus calls for the combination of an intermodal transportation center with a future West Campus parking deck in the vicinity of the intersection of White Course Drive and North CATA Strategic Plan Update 2016 - 2026 185 Atherton Street. While session participants acknowledged that these on-campus improvements would not come to fruition over the short term, they did express a desire to more closely consider the establishment of park-andride lots within the University’s employment capture area. Session participants further noted three areas of opportunity for CATA and Penn State University to work cooperatively. First, much like COG, CRPA, and CCMPO officials, Penn State officials would like to see CATA consider its future bus propulsion options beyond CNG. Second, interviewees would like to help CATA to increase its commitment to sustainability and “green” operations. Last, session participants expressed a willingness to partner with CATA on cooperative marketing and awareness-building strategies, including those for special events such as Dump the Pump Day and home football weekends; with respect to the latter, Penn State officials acknowledged the important role the football shuttle plays in improving mobility and mitigating congestion. Centre County Officials Participants in a group interview session included: Michael Pipe, County Commissioner; Tim Boyde, County Administrator; Bob Jacobs, Director – Planning and Community Development Office; Mike Bloom, Senior Transportation Planner; Linda Marshall, Senior Planner / Housing Coordinator; Dave Lomison, Director – Transportation Office; Clayton Reed, Jr., Director – Office of Aging; and Brian Querry Director – Veterans’ Affairs Office. Session participants noted service to the Centre Hall, Milesburg, and Philipsburg area as specific needs. Moreover, the Penns Valley Regional Planning Commission (PVRPC) has identified public transit service as a key element in its 2006 Comprehensive Plan update, however, local municipal budgets in the region are lacking the funds to adequately support this service. The interviewees also cited transportation connections between Centre County and other counties as a challenge. The CCOT is attempting to serve this need for out-of-county medical trips through contracted service to Geisinger Medical Center in Danville, the Penn State Hershey Medical Center, and the Altoona Veterans’ Affairs Medical Center. Session participants noted additional opportunities to educate customers, build awareness of programs, and make services more intuitive for the user. Differences in regulations governing the Americans with Disabilities Act (ADA) paratransit service and the Rural Transportation Program for Persons with Disabilities (PwD) were seen as a source of potential confusion. This confusion was further evidenced by some discussion on how ADA paratransit services might fill a transportation void for veterans under age 65. Commissioner Pipe questioned whether there was an opportunity to develop a single consolidated website and phone number for all transportation options, no matter the source of funding or governing regulations. Moreover, interviewees noted a perceived need for additional customer outreach with respect to the Senior Citizen Free Transit Program. Last, it was noted that the location of only two of Centre County’s six senior centers within the existing CATA service area leads to a disconnect with respect to trip subsidy from the Office of Aging, as well as additional confusion for customers. Mr. Lomison and Mr. Mose discussed the possibility of the Office of Aging standardizing this subsidy between CATA and the CCOT in order to promote trip sharing between the two agencies. Interviewees discussed the issue of access to the new Veterans’ Affairs Outpatient Clinic being constructed in Carolean Industrial Park near the Nittany Mall. There was no coordination between the US Department of Veterans’ Affairs and the Centre County Veterans’ Affairs Office in siting or designing the facility. Given the clinic’s distance from East College Avenue, as well as the surrounding topography, access by way of traditional fixed route service will present a number of challenges. Moreover, a van used by the Centre County Veterans’ Affairs Office is not wheelchair-accessible. 186 Chapter 5 - Key Stakeholder Involvement Mr. Lomison noted that changes in the way psychiatric services are offered through the Centre County Mental Health / Intellectual Disabilities / Early Intervention and Drug and Alcohol Office could have an impact on travel demand with respect to the Summit Park location near the Nittany Mall. Future plans involve these psychiatric services being dispersed throughout the community, rather than being provided at a single location. Municipal Managers Participants in a group interview session included: Ralph Stewart, Bellefonte Borough; Adam Brumbaugh, College Township; Mark Kunkle, Ferguson Township; Susan Steele, Halfmoon Township; Amy Farkas, Harris Township; Doug Erickson, Patton Township; Bill MacMath, Spring Township; and Tom Fountaine, State College Borough. Session participants generally noted that at some point, CATA will need to consider expansion outside of the Centre Region, Bellefonte Borough, and Benner and Spring Townships. Moreover, although Pennsylvania Act 89 of 2013 was recently passed, interviewees had some doubts that the funding level promised would meet expectations. Accordingly, the group generally predicted a future struggle between funding for public transit and funding for highway and bridge infrastructure. Those session participants whose home municipalities were already fueling CNG-powered vehicles at CATA facilities noted an expectation to expand their fleets of CNG-powered vehicles, based in large measure upon the success of the pilot program. Mr. Fountaine noted a willingness to build increased coordination with CATA staff during the land development review process. Moreover, he expressed a desire to see CATA conduct a pilot test of universal transit access within part or all of the service area. The interviewees generally noted an ongoing desire to see location, design, and construction of a downtown State College bus terminal or intermodal transportation facility. Though these plans were raised in the Penn State University session relative to the West Campus location, participants in this particular session did not seem to have a high level of awareness of the status of those efforts. This seems to suggest that a higher level of coordination between CATA, local municipalities, and Penn State University may be warranted on this specific issue. Two municipal managers expressed a desire to enact local ordinances as they related to the placement of transit amenities during the land development and re-development processes. Though Ms. Farkas noted a willingness to move forward with this in Harris Township, she noted that there would likely be little to no support for shelters and similar amenities within the Boalsburg Historic District. Though College Township already has limited ordinances related to transit amenities on the books, Mr. Brumbaugh also mentioned a willingness to expand these provisions in certain areas. Interviewees generally agreed that transit amenities need to be upgraded throughout the region, citing a need for more and better lighting, and specifically inquiring about the potential of solar-powered lighting. Several session participants noted the orientation of bus shelters, which, in their current configuration, can expose passengers to slush and rain from passing vehicles. Session participants generally noted that some of the new development planned for Bellefonte Borough might be a way to increase ridership in the area, but also stressed that services must be effectively marketed to both existing and new residents and businesses. Much like the COG, CRPA, and CCMPO officials, interviewees in this particular session noted the problematic nature of reduced service periods, specifically citing the challenges faced by full-time residents in accessing employment and other opportunities during reduced service. CATA Strategic Plan Update 2016 - 2026 187 Local School District Officials Separate interviews were conducted with both the State College Area School District and the Bellefonte Area School District. Attendees for the State College Area District included: Van Swauger, Director of Transportation; and Ed Poprik, Director of Physical Plant. Attendees for the Bellefonte Area School District included: Patti Hillard, Director of Transportation; and Aaron Barto, Director of Physical Plant. Interviewees from both school districts questioned their ability to work more closely with CATA by virtue of the unique background check requirements that apply to those who work in or with a public school system. Though State College Area School District personnel noted a number of competing needs for special transportation services within the District, short of a dedicated bus stop located on the high school campus, they observed that they would be unable to take advantage of CATA services, given the liability associated with sending students unaccompanied to the nearest bus stop. Bellefonte Area School District transports children into the State College area to attend charter schools, and interviewees noted that parents often complain about the length of these trips. Though these session participants had reservations with respect to required background checks, they did question whether the parents of older children might consider CATA’s XB or XG service, assuming the timing was appropriate. Representatives of the State College Area School District noted challenges in constructing enough parking at each building to accommodate faculty, staff, and students. Recent regulatory changes have increased the number of staff in each classroom, and the district cannot build parking lots large enough to meet this increased demand. Accordingly, these interviewees expressed an interest in both the CATACOMUTE program for faculty and staff who live in further reaches of Centre County and beyond, as well as the potential for a pass program to accommodate faculty and staff who live within the CATA service area. Representatives of the Bellefonte Area School District noted a shared substitute teacher clearinghouse that is mutually used by a number of area school districts. This clearinghouse operates on the premise that a substitute teacher may fill an absence in a different school district each day. These interviewees questioned whether the CATACOMMUTE program could be adapted in such a way that was agile enough to meet the daily, changing needs of local substitute teachers. Representatives of the Bellefonte Area School District further suggested that a representative of the CATACOMMUTE program speak with a human resources representative for the district in an effort to build awareness for the program in terms of use by teachers who commute from outside the Bellefonte area. Richard Makin, Ph.D. – President / Executive Director, Central PA Institute of Science and Technology Dr. Makin praised CATA’s reputation among CPI’s students and alumni as being a good place to work; however, he noted that CPI faculty and staff have limited knowledge of CATA’s different routes and services. Therefore, an increased cooperative effort to build awareness of these services among faculty and staff may be warranted. He further noted that students now travel from a 14-county area to attend CPI, which could represent an additional opportunity for the CATACOMMUTE program to gain market share and build ridership. CPI enrollment is heavily tied to the enrollment of the referring school districts. Moreover, many of these students are adult learners in the 18-24 age range who participate in evening classes. CPI and CATA have partnered on a number of efforts over the years, including the donation of the CNG-powered bus for educational purposes. Dr. Makin noted that CPI will be one of four locations nationwide accredited to confer certificates in heavy equipment maintenance – an 8-10 month program for approximately 18-20 students 188 Chapter 5 - Key Stakeholder Involvement at a time – and the school is seeking to increase their emphasis on CNG propulsion. Accordingly, he expressed an interest in exploring the possibility of a vehicle maintenance apprenticeship program when CATA’s facility renovation and expansion project is completed. Business Development Community Participants in a group interview session included: Betsey Howell, Executive Director – Central PA Convention and Visitors Bureau; George Arnold, Executive Director – Downtown State College Improvement District); Lesley Kistner, Communications Director – Chamber of Business and Industry of Centre County; Gary Hoover, Executive Director – Bellefonte Intervalley Area Chamber of Commerce; Cheryl Johnson, Executive Director – Private Industry Council of the Central Corridor; and Stan LaFuria, Executive Director – Moshannon Valley Economic Development Partnership. Session participants in general expressed a concern regarding the lack of passenger amenities within the system; more opportunities for shelters throughout the system would be helpful. There was a specific concern with respect to the lack of passenger amenities at College Avenue and Allen Street – one of CATA’s busiest stops. Interviewees questioned whether the time is right to establish an additional bus stop in front of the Hammond Building. Interviewees also expressed a desire to work cooperatively with CATA to build awareness of the service among both visitors to the area, as well as those new to the community in an effort to help both groups better understand how to use the services available. Session participants expressed a concern that the parking lot bounded by Beaver Avenue, Garner Street, Calder Way, and Heister Street would at some future point be taken for additional development – although this is not a decision process in which CATA is anticipated to play any significant role. Moreover, they expressed a desire for a more compact LOOP route traveling along College and Beaver Avenues. Interviewees observed that the Friday during homecoming weekend tends to be the worst day of the year relative to parking issues in downtown State College. They expressed a desire to partner with CATA, Penn State University, and State College Borough to improve conditions. They further noted that the homecoming parade set-up begins early in the day, generally before the workforce leaves town for the weekend. Session participants were in agreement that the community sends the wrong message to visitors by the timing of closing off metered parking spaces; pushing people out to find remote, legal parking; and by fining and towing practices. Session participants expressed a number of other suggestions for improvements to service and marketing, including: Human Service Agency Officials • Routes directly connecting area hotels with downtown State College; • Expansion of football shuttle service to the Friday preceding each home game; • A cooperative effort between CATA and the Central PA Convention and Visitors Bureau to better educate local hotel staff (particularly front desk staff) with respect to use of CATA services, including navigation of the CATA smartphone app; • Enhanced services to destinations like Penn’s Cave and the Centre County Grange Fair, and to a lesser extent, areas within the existing service area such as Boalsburg and Bellefonte. The Central PA Convention and Visitors Bureau experiences difficulty in bringing large groups and conventions to the area, because there are few or no transportation options once visitors arrive in State College; • Links from the CATA website to the Downtown State College Improvement District website; CATA Strategic Plan Update 2016 - 2026 189 • Regular presentations to the young professionals group within the Chamber of Business and Industry of Centre County, with the goal of building awareness of CATA services; • A CATA outreach program targeted toward international visitors; • The implementation of LionCash+ as a fare payment method on board CATA vehicles; and • The construction of a monorail connecting I-99 to downtown State College. Human Service Agency Officials Participants in a group interview session included: Cynthia Pasquinelli, Executive Director – Strawberry Fields, Inc.; and Rebekah Cunningham, Chief Executive Officer – The ARC of Centre County. Interviewees universally regard public transportation as an important offering, noting that many of their clients would be homebound without it. These agency clients, however, face a number of challenges with respect to use of CATA services, including the following: • Learning to use the service with confidence and independence, particularly as these challenges relate to fixed route service and the reading of bus schedules; • Days and hours of service availability may not match the needs of the client very well; • A reduced level of service to outlying areas like Bellefonte, Boalsburg (including Centre Estates), and Science Park Road; • A reduced level of service during certain times of year for agency clients employed full time, much like the challenges noted by other full-time area residents; • Differences in funding and fare guidelines – as well as days and hours of service – between CATA and CCOT service. Moreover, Strawberry Fields clients use the county-provided service, while ARC clients generally do not; • Many essential client services are located outside of Centre County in areas like Danville, Houtzdale, and Pittsburgh; • Due to the recent closure of a number of area mobile home parks, agency clients have found it necessary to move further out into Centre County – areas not served by CATA – to find affordable housing. This includes clients who earn too much to qualify for housing assistance; and • Clients are confused by the difference between pink and blue CATARIDE coupons. Staff of both agencies – many of them Penn State University students, for whom awareness and understanding of CATA services is high – tends to use fixed route service, while agency clients tend to use CATARIDE. Many clients ride transit because they enjoy it, with the largest share of agency clients using transit being supported employment clients. Interviewees agreed that CATARIDE service is often used by clients because it allows for the presence of an escort. There can, however, be issues with schedule adherence on the CATARIDE service. In terms of travel training for fixed route service, session participants agreed that a CATA-provided pass for trainers would be helpful in facilitating the transition from CATARIDE. Representatives of ARC further noted that a gradual transition from CATARIDE to fixed route service may work well. To streamline eligibility applications and trip reservations, interviewees also suggested a one-stop / one-call approach to transportation services. All interviewees also expressed interest in participating in an advisory committee to help CATA vet policies and service issues. Real Estate Sales Community Participants in a group interview session included: Ellen Kline, RE/MAX; Nancy Ring, RE/MAX; Janet Sulzer, RE/ MAX; Nancy VanLandingham, RE/MAX; and Kris Hanahan, RE/MAX. 190 Chapter 5 - Key Stakeholder Involvement Like the development community, the real estate sales community notes a renewed and increased importance placed upon access to transit, particularly among millennials and other young professionals. Session participants noted that this particular demographic desires urban housing, but the costs in State College push them further out into Centre County and beyond, and that the large student population throws off all of the usual models. Moreover, interviewees also view State College as a desirable retirement location. Session participants noted that community amenities such as sidewalks, bike paths and park-and-ride lots are important to buyers when considering a location. They also stressed the need for better passenger amenities in the public transit system, including covered bike parking near bus stops to promote multimodalism. This group of interviewees noted the following as potential growth areas: Bellefonte; Gray’s Woods; Toftrees; Spring, Benner, and Walker Townships; and the area surrounding University Park Airport. They also observe additional capacity for development in the Foxpointe and Saybrook neighborhoods. Moreover, they cited a more recent trend of adding on to or improving existing homes, rather than moving. Other factors being equal, houses located further out from the Centre Region are not selling as quickly as they once did, and people are much more conscious of the cost of gas and other commuting costs. Session participants cited workforce housing as another important issue within the local industry, but they could not provide a great deal of anecdotal information on commute patterns from further out in Centre County, and beyond. Session participants expressed a number of other suggestions for improvements to service and marketing, including: • Interviewees observed the Houserville / Lemont area as underserved, particularly on the weekends; • Participants questioned whether it would be possible to use smaller vehicles in less populated areas, to promote both efficiency and navigability; • The group cited the Graystone Court senior citizen development, currently under construction in Benner Township, as a potential area of emerging transportation need. Moreover, they also observed that activity at the Mount Nittany Medical Center is increasing as the complex expands; • Interviewees observed that the football shuttle serves as a great way to introduce CATA services to new or infrequent riders; • Session participants suggested that the availability of CATA’s app be better promoted, and reliability improved; • On a seasonal basis, the group suggested that a higher level of service to the Nittany Mall area may be warranted; • Wireless internet coverage may make for an attractive rider amenity, particularly on longer and/or commuter routes; and • Interviewees stressed the importance of buses with shallow steps and kneeling capability, due to the reputation of the area as a retirement destination, as well as an aging population. CATA Bus Operators and Shop Employees Participants in a group interview session included: Jeff Barto, maintenance; Bob Beck, operator; Steve Cohen, operator; Ken Morder, operator; and Jim Chiaverini, operator. This group cited a prevailing community perception that CATA’s services are primarily for students, stressing the need to maintain a balance with community service so as to not alienate core ridership who utilize the service every day. Accordingly, they perceive a problem with Saturday service during reduced service periods, particularly for those who use commuter-level routes such as the B, the F, the S and the XB/XG. Moreover, they expressed a desire to see the HP split into two separate routes. CATA Strategic Plan Update 2016 - 2026 191 Operators expressed a number of suggestions for improvements in terms of passenger convenience and policy changes, including: • Development of an automated trip planner – either separate from, or consisting of improvements to – Google Transit; • A refined pass pricing structure, in an effort to encourage people to move away from the use of cash; • The implementation of LionCash+ as a fare payment method on board CATA vehicles; and • Defining a set policy with respect to transfer wait time, as holding buses to wait for people who need to transfer can cause a cascade of problems. Moreover, interviewees made a number of suggestions pertaining to Penn State-focused services. For example, past efforts to build awareness among incoming students during the orientation process have not always been successful, but nevertheless, orientation remains one of the best opportunities to reach a large audience, and the practice should probably be continued. The group also noted a need for increased coordination with Penn State transportation services such as the staff shuttle; frequently, shuttle layovers reduce the space available for peak bus layovers at the stop at College Avenue and Allen Street. Further, a change in campus bus stop signage may also be beneficial, for several reasons. First, due to the proprietary bus stop signs on campus, people are often confused; this is especially evident at the Thomas Building, where the similarities between fixed route and staff shuttle signage lead riders to believe CATA buses are passing them by. Second, there are issues with respect to stop placement. The group expressed a desire for Penn State to revisit siting of stops at intersections, as they believe this reduces safety. In terms of maintenance, service growth has increased difficulty in keeping up with vehicle repairs and cleaning of the fleet. An aging fleet further aggravates this problem; for example, frame corrosion is creating the need for a great deal of additional work not easily accommodated within the schedule of preventive maintenance and cleaning. Moreover, the ventilation grilles inside the buses require more regular cleaning, as they are very visible to the passenger. Also with respect to maintenance, session participants cited the potential benefit of lifts designed for smaller vehicles, as well as of additional training opportunities, particularly in the areas of electrical and fuel systems. There is ongoing difficulty in staffing maintenance positions – particularly for second and third shifts – despite the perception that the jobs offer good pay, benefits, a tool allowance, and a retirement plan. Last, interviewees noted recent advancements made in the area of run cutting. They praised the use of two bus operators to work on the project, adding that this helped to produce the best run cut in years, if ever; the run cut includes good pieces of five-day work, and this is very beneficial to employees who commute long distances, having the effect of reducing total commuting time and cost. 192 Chapter 5 - Key Stakeholder Involvement Key Findings and Questions – Stakeholder Involvement As data and information regarding both Board and other stakeholder involvement was compiled, analyzed, and discussed at a staff level and with the project management team (PMT), several key findings and questions became apparent that may have implications for future strategic initiatives and/or provide other valuable supporting data. These include the following, in order of discussion rather than particular order of importance or priority: General • CATA is at a very significant crossroads in terms of future orientation. The agency is being pulled in multiple directions with respect to a variety of issues, and in a variety of areas. This chapter, combined with data from other strategic plan chapters, suggests that key stakeholders are expecting a number of significant decisions to be made about the agency’s future. Operations • CATA has been both innovative and responsive when called upon in the past, in such areas as its relationship with Penn State and the apartment complex program. The agency has successfully changed direction when needed, with notable examples including the transition to a per-ride billing model for the apartment pass program, as well as the growth of the CATACOMMUTE program. But this history has led to a fragmented overall approach to program management. Such an approach may have worked when CATA was smaller, but is showing signs of stress as CATA grows. • CATA is in an envious position of being largely supported by the community it serves. As a result, there is also strong support for making pedestrian and transit amenities part of the land use planning process, as well as a desire for additional passenger amenities along already-existing routes, and a multi-modal transportation center in the downtown State College area. • There is also strong community support for CATA to adopt policies, purchase equipment, and build facilities that reflect a regional desire to enhance environmental sustainability. This desire often competes with the requirement to absolutely maximize the use of tax revenues, the mission to provide as much service on the street as possible, and other needs within the community. • Stakeholders, both internal and external to the organization, expressed a desire to have CATA carefully evaluate the future of vehicle fueling and propulsion on a regular basis, either at regular time intervals, or as larger batches of vehicles are funded and purchased. • CATA is no different than other transit systems across the country in that its workforce is aging. There has been a fair amount of recent turnover within the management ranks; in most of these cases, the departures were planned for in advance, and/or carried out according to a succession plan that allowed the agency to promote and train from within. An emerging workforce development focus must be on the maintenance function, as CATA will need to bring in new skilled staff in an era where hands-on, technical work is not viewed as desirable. Senior staff acknowledges that they will need to be creative in order to meet these emerging needs. CATA Strategic Plan Update 2016 - 2026 193 Financial • There is an effort, both locally and at the state level, to ensure that all groups are making a fair financial contribution to the operation of CATA services. Accordingly, it is time for the agency to really look at all of its revenue-producing programs, discounts, and fare media so that program sustainability and growth can be appropriately funded. Moreover, a comprehensive look at CATA’s approach to local share funding may also be needed. • Agencies at all levels of government are under ongoing pressure to stretch existing budgets, and do as much as they can within funding constraints. This includes CATA’s member and contracting municipalities. Stakeholder interviews show a fracture between the perceived need to expand regionally, and a fear that, given both operating and capital funding limitations, this expansion could be detrimental to existing and future needs within the core service area. • There is a common perception that some CATA bus routes actually earn a profit relative to operating expenses. A realistic community expectation of how public transportation works, and how it is funded, must be strengthened through increased education and outreach, and/or some other methods. • There is strong pressure at both the state and federal levels for more regulation and oversight of transit systems. The need to meet these pressures, in an effort to avoid financial and operational penalties, has led CATA to hire additional staff, and incur other extra costs, that can further reduce the agency’s ability to meet community needs. While there is a consensus that regulation can be beneficial, the amount of staff time needed to meet additional regulatory requirements, and associated audits, represents an important and growing share of human resources. • Recent challenges associated with financing major bus purchases seem to suggest a need to closely follow the fleet plan which calls for regularly space vehicle replacements in smaller batches. This would lessen the obstacles faced in terms of vehicle maintenance and repair, financing, and procurement. • CATA should develop an incremental fare step plan so that the agency has logical amounts for each increase tied to levels of growth in inflation, as mandated by PennDOT and Pennsylvania Act 89 of 2013. CATA can always reserve the right to advance or delay the index increase if other factors mitigate against such a change in a given fiscal year. Service Philosophy • PennDOT is currently examining a variety of service delivery models that involve increased regionalization and coordination, in an effort to improve efficiency and control costs. Pennsylvania transit agencies and PennDOT share an understanding that programs such as shared ride are not sustainable within current funding structures. At the same time, there is an expectation that transit agencies will meet a variety of important social needs. The use of performance metrics to assess transit systems, and to make service decisions, can be in opposition to philosophical arguments for service in areas with low passenger density, but high social need. Moreover, increased regionalization of services can stand in opposition to the desire for local control. • CATA recently adopted a higher level of reduced services, operated when the Penn State University is not in session. While this decision was made based on an assessment of operating data, and within the constraints of available funding, multiple stakeholders mentioned reduced service levels as problematic for those who use the service to access employment or other essential services. The struggle to identify CATA’s future balance between service to Penn State University, and service to the community, as well as the potential choice to reduce service in highly-productive corridors in order to serve a philosophical community need (identified in the SWOT analysis) further highlights this dilemma. 194 Chapter 5 - Key Stakeholder Involvement • At an internal level, the CATA staff and Board of Directors also noted a perceived struggle between the need to continue growth according to community need, the future direction of the agency, and the need to proactively articulate who and what the agency is going to become. This struggle is expressed through a prevailing opinion that the agency has become largely reactionary, with no time set aside to examine current practices, including those that drive service, funding, and overall operational capacity; plan for the future; and develop technical areas such as human resources, equipment, and technology. The ongoing struggle has led to plan with a crisis focus, rather than a one based on long-term planning – such as those related to the condition and age of the fleet, the inadequacy of CATA’s facilities, and unmet mandates – this can lead to less focus on the agency’s daily service and processes. • In terms of technology, there is a realization that while the agency has been ahead of the curve in meeting customer wants and needs, it is well behind with respect to technology that would improve efficiency in areas such as scheduling, run cutting, payroll, inventory control, and customer information systems. A technology plan could help to better provide for some of these needs. • Relatively new senior staff and Board members desire a different planned approach to determine how CATA will operate and grow within what appears to be an era of inadequate and unstable funding. This desired approach includes an examination of how the agency considers operational and capital funding, the growth of emergency reserves, and where possible, a move to greater self-sufficiency. More tenured senior staff and Board members argue that external threats come and go, and funding ebbs and flows; but overall there is a concern that a lack of stable, predictable funding makes it difficult to implement strong long-term planning processes. • Current CATA management is diligently looking for options by which all three of CATA’s major programs – CATABUS, CATARIDE, and CATACOMMUTE – can be strengthened and sustained. Some of these potential solutions could be a major departure from current operational practices, and may be challenging for the community to accept. Further, management staff shares concerns that unexpected external forces could harm CATA if the agency is not nimble enough to respond quickly. • When compared to other systems nationwide, the CATA staff and Board of Directors feel fortunate to have the level of community support the agency enjoys. Pressures to meet the needs of a growing and thriving community would generally be a welcome dilemma for some systems across the country. • The vitality of the State College area, the collective opinion of external stakeholders, and recent ridership data all seem to suggest the need for system preservation, at a minimum, with perhaps some growth warranted. Moreover, the demand related to Penn State University – the single largest consumer of CATA services – is anticipated to hold steady or increase. Communications / Education • Stakeholders generally expressed that CATA could do a better job of communication in a number of different areas. Some of these include specialized program requirements and eligibility; working with large employers and agencies to better explain services offered, and increase understanding of how we can meet community needs; robust marketing of technology advances, as well as underutilized services; reaching out to newly-arriving Penn State University students; and maximizing partnerships with other organizations for the pursuit of projects and grant opportunities that benefit the community. • An effort should be made to educate stakeholders in cases where operational or organizational suggestions made may not be practical. Moreover, additional outreach is needed to convey that CATA does not only serve the student population, but rather, meets a wide variety needs of a community whose economy is largely driven by a university environment. In fact, affiliation with Penn State University affords a much greater level of service to the local community in general. CATA Strategic Plan Update 2016 - 2026 195 Chapter 6 Rider and Non-Rider Involvement The purpose of this chapter is to learn what CATA does well, and what it needs to improve, directly from those who use CATA fixed route, paratransit, and ridesharing services, as well as those members of the community who do not utilize these services for their travel needs. CATA’s intent was to engage via electronic and written survey instruments, as well as in-person interviews, a portion of the population of Centre County in general, and the current CATA service area in particular, with special attention paid to regular riders. Research America, a market research firm based in Newtown Square, PA, was contracted by CATA to develop, disseminate and analyze a set of rider and non-rider behavioral, demographic and satisfaction surveys focused on the Authority’s CATABUS fixed-route service. The full report from Research America is contained in Appendix A – Rider and Non-Rider Surveys. Moreover, in-house print and email surveys were distributed to participants in the CATARIDE and CATACOMMUTE programs by CATA staff in an effort to determine similar information for those groups. This chapter provides a summary of the results of this research. A complete copy of all research documents can be found in the appendix of this document. Background and Purpose For this project, CATA was interested in evaluating its services by assessing both rider and non-rider perceptions of the Authority, as well as attaining relevant demographics and ridership behaviors specific to each group by mode of service. Results are to be used in the development of this strategic plan, and to gauge customer satisfaction and public perception of the Authority for service planning, marketing, and public relations purposes. The development of consistent CATARIDE and CATACOMMUTE surveys complement these interests. The questionnaires were developed to cover the following primary objectives: • • • • Determine the demographics and travel behaviors and patterns for each group surveyed; Determine the existing perceptions and awareness of CATA and its services within each group; Determine the reasons behind existing travel behaviors and use or non-use of CATA’s services; and Identify what CATA is doing well, and where there is room for improvement. CATABUS Rider Surveys A total of 1,034 on-board surveys were administered on various days, and at various times of day, to current CATABUS riders across the Authority’s 23 community routes and four campus routes, between April 9 and May 5, 2014. In total, the sample of riders included in the study reflected 97.2% of CATA’s total ridership, and data was weighted to reflect the distribution of ridership by routes based on January 2014 CATA data. 196 Chapter 6 - Rider and Non-Rider Involvement CATABUS Rider Characteristics All results noted are inclusive of both community and campus service ridership, unless noted otherwise. Responses may not total 100% where survey participants refused to answer certain questions. CATABUS Rider Demographics Community & Campus Routes Community Routes Only Gender Male Female 52% 48% 51% 49% Age Under 18 18 – 29 30 – 44 45 – 64 65+ 1% 94% 4% 1% <1% 1% 93% 4% 2% <1% Race White Asian African American Hispanic Other 65% 13% 9% 7% 6% 53% 21% 10% 6% 10% Employment Status Student Employed Full-Time Employed Part-Time Unemployed Retired 78% 7% 17% 3% <1% 75% 9% 18% 2% <1% Highest Level of Education Less than a BA Degree BA Degree Master’s/Doctorate 73% 17% 8% 68% 22% 9% Household Income Less Than $50,000 $50,000 or Higher 33% 12% 36% 10% Affiliation with Penn State Student Faculty/Staff Visitor/Other Affiliation No Affiliation 95% 2% 1% 2% 92% 3% 1% 4% CATA Strategic Plan Update 2016 - 2026 197 Reasons for Using CATABUS Service • Riders take the bus most often because they consider it to be convenient (73%). Other reasons include having no other transportation alternative (31%), the cost of transit versus other transportation options (30%) and lack of parking/expensive parking at their destination (23%). • Most riders (97%) walk to the bus stop, and for most the closest stop is typically less than a half-mile away. Likely the short distance of bus stops from riders’ trip origins and destinations feed into the perception of convenience. • Since the overwhelming majority of trips taken are taken by Penn State students, most respondents mention University activities (78%) as a primary reason for using the bus. Other reasons include work (18%), recreation, and visiting friends and relatives (18%), shopping (13%), elementary and secondary school (11%), and medical appointments (3%). CATABUS Travel Behavior and Patterns • The vast majority of trips taken (95%) are taken by Penn State students who use the CATABUS service mainly for traveling to and from the University Park Campus. • Most riders (85%) have a valid driver’s license and, on average, one car available for their use. • Illustrating the transient nature of the student population in State College, the majority of riders (97%) have used the CATABUS service for less than five years, and 37% have used it for less than one year. • Riders are most likely to make 1 – 4 one-way trips (37%) or 5 – 8 one-way trips (27%) per week, which take approximately 10 – 19 minutes (48%) or 5 – 9 (34%) minutes. • Transfers are required for only 5% of all trips taken. • The majority of riders taking the survey did not pay a fare for service (53% were riders of the fare-free LOOP and LINK) or possessed a pass provided by their apartment complex (26%). Those paying fares included cash (8%), OnePasses (7%), tokens (3%), Ride for Five passes (1%) and complimentary ride passes (1%). Perceptions of CATABUS Services • Overall, riders have very positive perceptions of the CATABUS service. • A total of 83% of respondents noted that they were very (30%) or somewhat (53%) satisfied with CATA’s performance and approximately 97% of respondents noted that they would definitely (77%), or were likely to (20%), continue using CATA’s bus service. • A large majority of respondents (93%) noted that they would definitely (60%), or were likely to (33%), recommend the CATABUS service to others. • Almost all CATABUS riders (98%) feel that transit is very important to the community. • The highest satisfaction with CATA on specific elements of service involved vehicle cleanliness, safety at bus stops and on vehicles, the availability and accessibility of bus stops, the frequency of weekday service, and driver appearance. 198 Chapter 6 - Rider and Non-Rider Involvement • The following elements were found to be lowest with regard to satisfaction: the availability of late-night service, weekend service frequency, convenience of CATA’s office hours, seat availability during peak commute times, communication with passengers, and the dependability of the CATA mobile apps. Awareness, Use and Perceptions of CATABUS Route and Schedule Information • Riders are particularly satisfied with the website, LOOP/LINK brochures and the Ride Guide. Ratings for the real-time mobile apps and communicating with passengers, while still fairly positive, were weaker. • The use of CATA’s Ride Guide (16%) and bus stop info signs (13%) for finding schedule and route information has been largely surpassed by the use of CATA’s mobile iPhone and Android apps (71%) and the CATA website (34%). CATABUS Non-Rider Surveys A total of 413 telephone interviews were conducted between May 2 and May 22, 2014, among qualified nonriders, defined as being men and women 18 years of age or older, who are residents of Centre County and had not ridden any CATABUS route during the 12 months prior to being interviewed. CATABUS Non-Rider Characteristics Responses may not total 100% where survey participants refused to answer certain questions. CATABUS Non-Rider Demographics Non-Riders Non-Riders Gender Male Female 45% 55% Highest Level of Education Less than a BA Degree BA Degree Master’s/Doctorate 48% 27% 25% Age 18 – 29 30 – 44 45 – 64 65+ 2% 14% 48% 35% Household Income Less Than $50,000 $50,000 - $99,000 $100,000 or Higher 25% 32% 18% Race White Asian African American 96% 1% 1% Affiliation with Penn State Alumni Faculty/Staff Student No Affiliation 27% 14% 1% 61% Employment Status Student Employed Full-Time Employed Part-Time Homemaker Unemployed Retired 1% 44% 11% 4% 3% 36% Ridership History Never Ridden Past Riders 50% 50% CATA Strategic Plan Update 2016 - 2026 199 Reasons for Not Using CATABUS Service • The primary reasons given by non-riders for not utilizing the CATABUS service were the availability of a car (39%), no need for the service (26%), and no service in the area where they are traveling (20%). • Some respondents (24%) would consider riding. Of these, 38% said they feel it would be more convenient, and 20% said they may ride if they don’t have a car for their use. Some (15%) think they may ride over the next 12 months, which correlates to those who have used CATA services previously. • Factors that would encourage someone to consider riding the bus include: providing service in additional areas, making stops more convenient, more frequent service, faster travel time with express service, more accessible information, and lower fares. 44% of respondents noted that nothing would cause them to consider public transportation as an alternative. CATABUS Non-Rider Travel Behavior and Patterns • Non-riders most commonly travel around/into the following areas of Centre County: State College (95%), the Nittany Mall/Benner Pike area on College Avenue (89%), and Bellefonte (83%). • Perceptions and Awareness of CATABUS Services • Non-riders are aware of CATA and have a very favorable impression of CATA’s services (86%), which is especially true of those who have previously used CATA services. • Almost all respondents (99%) were aware of CATA’s fixed-route services (93% of those did not need to be prompted by the persona administering the survey). • While awareness is very high, familiarity with the services CATA provides is lower (63%), specifically with regard to the CATARIDE (53% aware) and CATACOMMUTE (48% aware) programs. • The highest satisfaction with CATA on specific elements of service involved safety at bus stops and on vehicles and driver courteousness. • The following elements were found to be lowest with regard to satisfaction among non-riders: travel time from origin to destination (many think it would take longer to get to their destination using CATA than by their current means of transportation), availability and accessibility of bus stops, seating availability during peak travel times, CATA’s use of technology to communicate with riders, helpfulness and responsiveness of CATA staff, the frequency of weekend service, the convenience of CATA office hours, and the availability of late night service. CATARIDE Participant Surveys A written survey instrument was developed in-house by CATA staff, and a total of 51 printed surveys were distributed to CATARIDE participants who used the service during the month of May 2014 by Ride Right LLC, the contracted vendor that provides service on behalf of the Authority. These 51 surveys represent approximately 52.3% of the average daily ridership during May 2014. 200 Chapter 6 - Rider and Non-Rider Involvement CATARIDE Rider Characteristics Responses may not total 100% where survey participants refused to answer certain questions. CATARIDE Participant Demographics Non-Riders Gender Male Female Age 18 – 29 30 – 44 45 – 64 65+ Non-Riders 18.40% 81.60% Highest Level of Education Less than a BA Degree BA Degree Master’s/Doctorate 68.10% 17.00% 14.90% 8.50% 4.30% 25.50% 61.70% Household Income Less Than $50,000 $50,000 - $99,000 $100,000 or Higher 88.20% 11.80% 0.00% Race White Asian African American Other 84.40% 2.20% 6.70% 4.40% Eligibility Category Person 65 or Over Person Eligible Under ADA Aide/Escort General Public Passenger 62.00% 32.00% 4.00% 2.00% Employment Status Student Employed Full-Time Employed Part-Time Unemployed Retired 0% 8% 20% 4% 30% Reasons for Using the CATARIDE Service • Riders use CATARIDE paratransit service most often because they consider it to be convenient (45.1%). Other reasons include not driving (62.7%), having no other transportation alternative (25.5%), and cost savings (23.5%). Approximately 41% of participants have a valid driver’s license. CATARIDE Travel Behavior and Patterns • Riders are most likely to make 1 to 4 trips (47.5%) or 9 to 12 trips (27.5%) per week using the service. • Of the participants being surveyed, the majority (55.1%) has been using the service for 1 – 5 years. Those using the service for ten or more years accounted for 22.4% of respondents. • The majority of riders pay cash for their rides (43.1%), rather than using coupons. CATA Strategic Plan Update 2016 - 2026 201 Perceptions of CATARIDE Services • Overall, riders have very positive perceptions of the CATARIDE service. • A total of 96.1% of respondents noted that they would definitely (86.3%), or were likely to (9.8%), continue using CATA’s paratransit service. • A total of 98.1% of respondents noted that they would definitely (86.3%), or were likely to (11.8%) recommend the CATARIDE service to others. • The highest satisfaction with CATARIDE on specific elements of service involved driver courtesy, appearance, and driver and trip safety. • The following elements were found to be lowest with regard to satisfaction: ability to get trips at requested times, drivers arriving when the passenger had been told he/she would arrive, and ability to get through to the switchboard at CATARIDE. 202 Chapter 6 - Rider and Non-Rider Involvement CATACOMMUTE Participant Surveys A written survey instrument was developed in-house by CATA staff, and a total of 143 emailed electronic surveys were collected from those participants registered with the CATACOMMUTE program during the month of May 2014. These 143 surveys represent approximately 24.2% of the total number of vanpool participants during May 2014. CATACOMMUTE Rider Characteristics Responses may not total 100% where survey participants refused to answer certain questions. CATACOMMUTE Participant Demographics Non-Riders Gender Male Female Age 18 – 29 30 – 44 45 – 64 65+ Non-Riders 28.90% 71.10% Highest Level of Education Less than a BA Degree BA Degree Master’s/Doctorate 58.60% 29.30% 12.00% 2.60% 30.80% 63.20% 3.40% Household Income Less Than $50,000 $50,000 - $99,000 $100,000 or Higher 35.40% 50.70% 13.90% Participant Status Carpool Participant Vanpool Participant 19.00% 68.50% Race White Asian Indian African American Hispanic Other 92.70% 0.90% 0.90% 2.80% 2.80% Employment Status Student Employed Full-Time 1.70% 98.30% Reasons for Using the CATACOMMUTE Service • The primary reason cited by riders for taking advantage of the CATACOMMUTE service is the cost savings (41.1%). Other reasons include: convenience (23.2%) and environmental considerations (16.5%). Just 4.1% had no other transportation options available, and almost all of the respondents have a valid driver’s license (99.2%). CATA Strategic Plan Update 2016 - 2026 203 CATACOMMUTE Travel Behavior and Patterns • Participants are most likely to make 5 to 12 trips (7.6%) per week using the service and most (71.0%) have been participating for 1 – 5 years. Approximately 23.0% have been using the service for less than one year and 6.0% have been using the service for ten years or more. • The majority of one-way trips are taken for a duration of 30 – 40 minutes (44.2%) or 40 – 60 minutes (34.7%). • About three-quarters (76.2%) of the participants are enrolled in the Emergency Ride Home program. Perceptions of CATACOMMUTE Service • Overall, riders have very positive perceptions of the CATACOMMUTE service. • A total of 85.4% of respondents noted that they would definitely (65.4%), or were likely to (20.0%) continue using CATA’s commuter services. • A total of 94.7% of respondents noted that they would definitely (75.2%), or were likely to (19.5%) recommend the CATACOMMUTE service to others. • The highest satisfaction with CATACOMMUTE on specific elements of service included the sharing of cost within the group, the convenience of CATA office hours (both with a mean rating of 4.9 out of 5), and safety (with a mean rating of 4.8 out of 5). • The following elements were found to be lowest with regard to satisfaction: staff helpfulness/ responsiveness at the office and over the phone (both with a mean rating of 4.6 out of 5) and the overall condition of vanpool vans (with mean rating of 4.5 out of 5). Key Findings and Questions – Rider and Non-Rider Involvement As rider and non-rider survey data was compiled, analyzed, and discussed both at a staff level and with the project management team (PMT), a number of key findings and questions became apparent that may have implications for future strategic initiatives and/or provide other valuable supporting data. These include the following, in order of discussion rather than particular order of importance or priority: • CATA will soon be required to administer a customer satisfaction survey at least once every three years. Going forward, survey results may be more useful with the following modifications to the survey instrument and resulting report(s): −− Excluding non-riders who do not reside within the service area, defined as an area ¾-mile in any direction from CATA’s fixed routes. −− Further segmenting results of non-riders who would consider using CATA services from those who would not consider using the service. −− Additional segmentation of community service from campus service, as these are two separate and distinct groups with very different riding habits. For example, campus service riders are more likely to just walk or bike to their destination if service is not available. −− Further segmentation of different levels of community service (from commuter-level service to highintensity core service). −− Inclusion of all community routes in the rider survey sampling plan; the current survey excluded several of these routes, and this exclusion is viewed as a shortcoming. 204 Chapter 6 - Rider and Non-Rider Involvement −− In terms of reasons for riding, “no parking available” should be split from “parking too expensive” or “parking too far from final destination”. • A high percentage of riders cited convenience as a primary factor in their decision to ride. The precise elements of that convenience, however, are not fully understood. These results may warrant further follow-up with riders, through focus groups, additional survey questioning, or some other method. • Moreover, how is this perception of convenience impacted by CATA’s “hub-and-spoke” system, as well as the agency’s emphasis on providing “one seat” rides? This may be a specific service element that also warrants further follow-up. • A status of rider / non-rider, as well as age group, appear to be highly correlated to media sources, with older non-riders relying heavily on “traditional” media sources such as radio, television, and print media, and younger riders increasingly using online sources, including social media. Moreover, a rider or non-rider may rely on different sources for general news versus news about CATA. This suggests market segmentation based on the audience CATA is attempting to reach. • At the time the rider and non-rider surveys were administered, CATA was experiencing technical difficulties with its mobile applications. As so many current and potential customers rely on these “apps” for information – and use of these “apps” is growing – the results of these difficulties is clearly reflected in survey results. • An ability to refuse answers to certain survey questions – especially those related to household income and employment status – suggests that the results from these questions should be interpreted cautiously. • The results of the CATARIDE survey reflect a dedicated, longer-term customer base. • The relatively high level of turnover in CATABUS ridership seems to reflect the weighting of both survey sampling and actual ridership toward student corridors, and suggests that a high level of emphasis should be placed on customer service, awareness building, and rider education and information. • The Penn State University system of branch campuses transfers a high number of students to the main University Park campus in a manner where students may not be on the main campus for four years. This may contribute to the higher than expected turnover cited above. This assumption may warrant some form of additional follow-up with newly-transferred students. • The CATABUS survey results seem to be skewed toward perceptions of full service because the survey was administered during full service. Perceptions of reduced service, which is much less robust, may be quite different. These latter perceptions may warrant additional follow-up with full-time residents of the community, or other riders who primarily use community services. • CATABUS survey results, as well as ridership trends, suggest that “late night” service is a very important offering, as well as one that continues to grow in importance. • CATABUS frequency of use results are somewhat surprising. Given CATA’s strong apartment pass, OnePass, and “Ride for Five” programs, one might reasonably conclude that frequency of use seems a bit low. CATA Strategic Plan Update 2016 - 2026 205 • A relatively small percentage of CATABUS ridership uses printed sources of information such as the Ride Guide and informational signs at bus stops. To those who use them, these sources of information are important, but this finding also suggests that CATA’s mobile applications are of critical and increasing importance, and should be better supported with financial and technical resources. • Validating survey results for all three modes against complaint data could possibly yield a wealth of additional information regarding the behavior of riders. • To what should CATA attribute low satisfaction ratings in terms of “helpfulness and responsiveness of staff”? This is one particular area that may warrant additional follow-up through focus groups or a different survey instrument. • Why do non-riders indicate that they have “no need to ride”? Is this due to available vehicles, deficiencies in service, or some other reason(s)? Segregating non-rider responses into corridors could be helpful in determining the effect of living in core service areas versus commuter-level service areas. This specific area may warrant additional follow-up. • For all three modes, survey results suggest that CATA may be better served by satisfying and retaining existing customers rather than efforts to attract new customers. Non-rider survey results, with a comparative few indicating a willingness to ride, seem to validate this finding. • Many riders, particularly CATABUS riders, indicate a desire for “more frequent” service, but it should be noted that frequency is in direct conflict to “access” in terms of stop spacing. Moreover, satisfaction with “access” as measured through survey results is not defined quantitatively, but rather as a matter of perception. • The need to refine service on a continuous, ongoing basis suggests that CATA may be best served by administering more targeted – but briefer – satisfaction surveys more often than once every three years. • The high, and growing, level of importance of CATA’s mobile applications may suggest that additional information, such as time-sensitive service alerts, should be provided through this medium. • A high level of awareness of CATA services, opinion of the agency, and perception of safety appears to exist among both riders and non-riders alike. • Given practical experience with new routes and services, there is a significant disconnect between expressed willingness to use CATA services, and actual use of these services, as measured in ridership. • With the vast majority of CATABUS service supporting student-related transportation, the current circumstances (funding and rolling stock constraints) prevent sufficient additional service from being provided to corridors with less of a student population, such as Bellefonte and Pleasant Gap. The greatest likelihood of serving more non-student ridership appears to be in CATARIDE and CATACOMMUTE services. Can the excellence in CATABUS services be maintained while promoting development of CATARIDE and CATACOMMUTE services? • Student-related routes and trips increase the transportation options available for the entire community. 206 Chapter 6 - Rider and Non-Rider Involvement CATA Strategic Plan Update 2016 - 2026 207 Chapter 7 Projections The purpose of this chapter is to describe how the transportation needs of Centre County in general, and the current CATA service area in particular, are likely to change within the next 10 years. The chapter will include data describing demographics, expected funding and finance trends (federal, state, and local), local development, planning and zoning, roadway network, employment, Penn State University trends, and housing. Expected Demographic Trends – US Census and American Community Survey (ACS) The demographic characteristics of Centre County (discussed in more detail in Chapter 4 – Service Area Characteristics) are dependent upon myriad social and economic factors and can be difficult to accurately predict going forward. It is possible, however, to examine recent trends in certain characteristics, and make reasonable assumptions as to whether these trends will continue into the future. Using data from the 2000 and 2010 US Census, and the 2012 American Community Survey (ACS), a summary of straight-line projections of key demographic indicators is presented below: • Total Population – Between 2000 and 2010, the total population of Centre County grew from 135,758 to 153,990, for a total increase of 18,232 people (13.43%), or an average annual increase of about 1,823 people (1.34%). Assuming this trend continues along a similar trajectory, by the 2020 US Census, Centre County can be expected to have about 172,000 residents. By 2025, Centre County would be expected to have about 181,000 residents. Estimates from the 2012 American Community Survey (ACS), however, seem to suggest that this population growth may occur more slowly than the straight-line projection would indicate. This is consistent with anecdotal information suggesting that most of the population growth between 2000 and 2010 occurred earlier in the decade, with an economic recession slowing population growth from the mid-point of the decade onward. • Age 65 and Older Population – Between 2000 and 2010, the total number of Centre County residents age 65 and older grew from 14,077 to 17,366, for a total increase of 3,289 residents (23.36%), or an average annual increase of about 329 residents (2.34%). Assuming this trend continues along a similar trajectory, by the 2020 US Census, Centre County can be expected to have about 20,700 residents age 65 and older. By 2025, Centre County would be expected to have about 22,300 residents age 65 and older. Estimates from the 2012 American Community Survey (ACS), however, seem to suggest that this growth in age 65 and older population may occur more slowly than the straight-line projection would indicate. It is worth noting that the segment of the population aged 65 and older is growing much faster in Centre County than the total population; this would seem to support the reputation of the area as a destination for individuals reaching retirement age. • Age 55-64 Population – Between 2000 and 2010, the total number of Centre County residents age 55-64 grew from 9,824 to 14,970, for a total increase of 5,146 residents (52.38%), or an average annual increase of about 515 residents (5.24%). Assuming this trend continues along a similar trajectory, by the 2020 US Census, Centre County can be expected to have about 20,100 residents age 55-64. By 2025, Centre County would be expected to have about 22,700 residents age 55-64. Estimates from the 2012 American Community Survey (ACS), however, seem to suggest that this growth in age 55-64 and older population may occur more slowly than the straight-line projection would indicate. It is worth noting that the segment of the population aged 55-64 and older is growing much faster in Centre County than 208 Chapter 7 - Projections both the total population and the age 65 and older population; this would seem to further support the reputation of the area as a destination for individuals reaching retirement age. • Total Housing Units – Between 2000 and 2010, the total number of Centre County housing units grew from 53,161 to 63,297, for a total increase of 10,136 units (19.07%), or an average annual increase of about 1,014 units (1.91%). Assuming this trend continues along a similar trajectory, by the 2020 US Census, Centre County can be expected to have about 73,400 units. By 2025, Centre County would be expected to have about 78,500 housing units. Estimates from the 2012 American Community Survey (ACS), however, seem to suggest that this growth in housing units may occur more slowly than the straight-line projection would indicate. This is consistent with anecdotal information suggesting that most of the housing growth between 2000 and 2010 occurred earlier in the decade, with an economic recession slowing housing growth from the mid-point of the decade onward. On the other hand, a number of recent planned and constructed large-scale developments – particularly within the Centre Region – would suggest that the local housing market has recovered well, and that the straight-line projections may not be unreasonable. • Median Value of Owner-Occupied Housing Units – Between 2000 and 2010, the median value of a Centre County owner-occupied housing unit grew from $109,400 to $175,800, for a total increase of $66,400 (60.69%), or an average annual increase of about $6,640 (6.07%). Assuming this trend continues along a similar trajectory, by the 2020 US Census, Centre County can be expected to have a median value of an owner-occupied housing unit of about $242,200. By 2025, Centre County would be expected to have a median value of an owner-occupied housing unit of about $275,400. Estimates from the 2012 American Community Survey (ACS), however, seem to suggest that this growth in housing unit value may occur more quickly than the straight-line projection would indicate. The specific type of housing stock currently being planned and constructed within Centre County – and particularly within the Centre Region – would seem to further support these projections, as well as deepen concerns related to affordable housing challenges. Moreover, Centre County’s 2010 housing unit value far exceeds the statewide average of $159,300, though the statewide growth rate in housing unit value between 2000 and 2010 slightly exceeds that of Centre County. • Public Transit Commuters – Between 2000 and 2010, the number of Centre County workers commuting via public transportation remained almost perfectly flat, from 2,465 workers to 2,466 workers (.04%). Assuming this trend continues along a similar trajectory, there would be no appreciable increase in the number of Centre County workers commuting via public transportation for the 2020 US Census, or by 2025. Moreover, by virtue of an increasing population, the percentage of Centre County workers commuting via public transportation has dropped, and on a straight-line basis, will continue to do so. Estimates from the 2012 American Community Survey (ACS), however, seem to suggest that both the number and percentage of Centre County workers commuting via public transportation is rising markedly from 2010 levels, and will continue to do so. Increasing trends in CATA ridership as well as hours and miles of service provided would seem to support this conclusion. Moreover, population growth between 2000 and 2010 outside of CATA’s core service area would serve to offset some of CATA’s advances in mode share over the past 10-15 years. • Mean Travel Time to Work – Between 2000 and 2010, the mean travel time to work of Centre County workers decreased slightly, from 19.6 minutes to 19.3 minutes, for a total decrease of .30 minutes (1.53%), or an average annual decrease of about .03 minutes (.15%). Assuming this trend continues along a similar trajectory, by the 2020 US Census, Centre County workers can be expected to have a mean travel time to work of about 19 minutes. By 2025, Centre County workers would be expected to have a mean travel time to work of about 18.9 minutes. Estimates from the 2012 American Community Survey (ACS), however, seem to suggest that mean travel time to work may actually be increasing slightly. Current development trends both within and outside the Centre Region, as well as the larger quantities of low-cost, available housing stock outside of the Centre Region would seem to support an CATA Strategic Plan Update 2016 - 2026 209 increasing trend. On the other hand, improvements in highway infrastructure – as well as increased speed limits – between the Centre Region and outlying portions of Centre County, particularly the completion of Interstate 99 between Port Matilda and North Atherton Street, may help to account for the slight decrease in commute times. Mean commute times just within the current CATA service area are significantly lower, but are decreasing as well, from 16.47 minutes in 2000, to 16.23 minutes in 2010. Financial Outlook – CATA Annual Budget Process Based upon CATA’s annual budget process – including actual revenues and expenditures from prior years, budgeted revenues and expenses for the current year, reasonable projections for future years, and financial guidance received from PennDOT – the financial outlook for this strategic / development plan update might look as illustrated in the following chart. It is worth noting that while operating revenues and expenses are expected to climb steadily over time, the effects of the building expansion and renovation project on capital expenditures are clearly evident in the early years of the plan: Figure 7-1 (2015-24 Conceptual Funding Outlook) The projections contained in the conceptual financial outlook presented above are based on a number of assumptions, as follows: • Total operating expenditures are projected to grow at 5% annually. This assumes no overall system growth, but increased utility costs as a result of completion of the building expansion and renovation project, and increased CNG costs as a result of the construction of the third-party fueling station. • Total operating revenues are projected to grow at 4% annually. • Local operating assistance, in terms of funding shares from member municipalities, is projected to grow at the minimum level of 1.69% for FY 2015/16, then at 5% thereafter to track the local funding requirements of Pennsylvania Act 89 of 2013. • Local operating assistance, in terms of Penn State University support of the CATACOMMUTE program, is projected to grow at 3.5% annually. • Federal formula allocation funds (Section 5307) are assumed to remain constant following the FY 210 Chapter 7 - Projections 2013/14 actual apportionment. This is based on recent historical federal transit funding trends, and is consistent with financial guidance received from PennDOT. Section 5307 funds can be used for both operating and capital projects. Accordingly, $750,000 of these funds – representing 1.5 buses – are programmed annually for vehicle replacement. • State operating assistance (Section 1513) is projected to grow at 3% annually. This is based on recent historical state transit funding trends, and is consistent with financial guidance received from PennDOT. • Federal discretionary funds (Section 5309) from the State of Good Repair program are based on the amounts actually received for the building expansion and renovation project. • Federal discretionary funds (Section 5339) from the Bus and Bus Facilities program are based on the amounts expected to be allocated through PennDOT for the building expansion and renovation project. • Federal Section 5310 funding for paratransit vehicles is allocated on a competitive basis. For this analysis, funds are assumed to be allocated for the purchase of new vehicles as existing vehicles reach the end of their estimated useful life. This is consistent with local historical trends. • Job Access / Reverse Commute (JARC) funds were eliminated under the most recent federal transportation legislation – Moving Ahead for Progress in the 21st Century (MAP-21). • State capital assistance (Section 1514) are expected at a level to match federal funds for the building expansion and renovation project, plus an additional $1,000,000 annually for routine capital needs. This is based on recent historical state transit funding trends, and is consistent with financial guidance received from PennDOT. • Local capital assistance, in terms of funding shares from member municipalities, are expected at a level to match federal and state funds for the building expansion and renovation project, then are reduced to $100,000 annually following project completion. These assumptions are also presented in graph format as part of Figure 7-2 on the following page. CATA Strategic Plan Update 2016 - 2026 211 Figure 7-2 (2015-24 Conceptual Funding Outlook) Short-Term Development Outlook On an annual basis, regional planning staff at the Centre Regional Planning Agency (CRPA) prepares a comprehensive listing of anticipated developments for the upcoming year, including the number of equivalent dwelling units (EDUs) for each anticipated development. This listing includes both already-approved land development plans, as well as land development plans that are expected to be approved during the upcoming year. For the purposes of determining which location(s) may provide a source of significant new or additional public transportation demand within the upcoming year, a listing of all developments anticipated to exceed five EDUs – by Centre Region municipality – is presented as follows. College Township • Village at Canterbury Crossing – Brandywine Drive – 6 dwelling units – 6 EDUs • Homewood Suites – Dreibelbis Street – 109-room extended stay hotel – 55 EDUs • Country Inn and Suites – East College Avenue – 6,500-square foot restaurant on outparcel pad site – 88 EDUs • Centre County Refuse and Recycling Authority – Transfer Road – 15,750-square foot building expansion – 5 EDUs 212 Chapter 7 - Projections • • • • • Benner Park – Premiere Drive – 4,000 to 7,000-square foot restaurant – 57 EDUs 1225 Benner Pike – Benner Pike – 18,000-square foot retail or office space – 6 EDUs 331 Innovation Boulevard – Innovation Boulevard – 87,324-square foot office space – 29 EDUs Stearns Crossing – Trout Road and Houserville Road – 10-12 dwelling units – 11 EDUs Fieldstone – Brandywine Drive – 10-12 dwelling units – 11 EDUs Anticipated significant 2015 developments in College Township total about 268 EDUs, with most of the activity slated to take place along Dreibelbis Street, East College Avenue, Premiere Drive, and Innovation Boulevard. These developments could have some impact on current CATA operations. Ferguson Township • 1000 West College Avenue – 2,997-square foot commercial space and 18 dwelling units – 19 EDUs • Foxpointe Phase 1B – Saratoga Drive – 30-40 dwelling units – 35 EDUs • Cottages at State College (Toll Brothers) – Blue Course Drive Extension – 268 dwelling units (1,093 beds) – 268 EDUs • Turnberry Phase 2B and 3A - Havershire Boulevard – 92 dwelling units – 92 EDUs • Saybrook Phase 10 – Barnstable Lane – 10 dwelling units – 10 EDUs • Centre Area Transportation Authority – Research Drive – 36,000-square foot office and industrial space – 12 EDUs Anticipated significant 2015 developments in Ferguson Township total about 436 EDUs, with most of the activity slated to take place along Blue Course Drive Extension, Havershire Boulevard, and Saratoga Drive. The Toll Brothers and Turnberry developments especially have the potential for a significant impact on current CATA operations. Harris Township • • • • Liberty Hill – Settlers Way – 15-20 dwelling units – 17 EDUs Rockey Ridge – Rockey Ridge Road – 5-6 dwelling units – 5 EDUs The Gates Townhomes – Discovery Drive – 8-12 dwelling units – 10 EDUs Boalsburg Investment Group – Discovery Drive – 25,000-square foot commercial or industrial space – 8 EDUs Anticipated significant 2015 developments in Harris Township total only about 40 EDUs, with most of the activity slated to take place along Settlers Way. These developments are not expected to have a significant impact on current CATA operations. Patton Township • • • • • Village at Penn State Phase 12 – Woodledge Drive – 8-10 dwelling units – 9 EDUs The Reserve – Gray’s Woods Boulevard – 10 dwelling units – 10 EDUs Nittany Valley Sports Centre – Bernel Road – 75,000-square foot indoor sports facilities – 25 EDUs Highwoods at Toftrees – Toftrees Avenue – 96 dwelling units – 96 EDUs 1910 North Atherton Street – North Atherton Street – 12,856-square foot retail or restaurant space – 85 EDUs Anticipated significant 2015 developments in Patton Township total about 225 EDUs, with most of the activity slated to take place along Toftrees Avenue, North Atherton Street, and Bernel Road. These developments could have some impact on current CATA operations. CATA Strategic Plan Update 2016 - 2026 213 State College Borough • Fraser Centre – West Beaver Avenue – 26 dwelling units, 158 hotel rooms, and 63,000-square foot commercial space – 126 EDUs • Metropolitan – West College Avenue – 119 dwelling units and 50,000-square foot commercial space – 136 EDUs • 117 Nittany Avenue – Nittany Avenue – 5 dwelling units – 5 EDUs Anticipated significant 2015 developments in State College Borough total about 267 EDUs, with most of the activity slated to take place along West College Avenue and West Beaver Avenue. This is the most notable development outlook for State College Borough in recent years. Although all three of these developments are located within walking distance of the Penn State University campus, the manner in which the included commercial space draws business from other portions of the community will largely determine the impact on current CATA operations. For 2015, anticipated significant developments within the Centre Region will total about 1,236 EDUs, with the overwhelming majority of this activity taking place in the Centre Region municipalities outside of Halfmoon and Harris Townships. Ferguson Township accounts for about 35% of this development activity in terms of EDUs. The anticipated major developments most likely to impact current CATA operations include The Cottages at State College (Ferguson Township), The Metropolitan and Fraser Centre (State College Borough), Highwoods at Toftrees (Patton Township), and Turnberry (Ferguson Township). A map of the above-described short-term development locations – relative to the current CATA fixed route network, is presented below. Figure 7-3 (Centre Region Short-Term Development Locations and CATA Fixed Route Network) 214 Chapter 7 - Projections Long-Term Development Outlook – Centre Regional Development Capacity Report (REDCAP) The 2012 Regional Development Capacity Report (REDCAP) is an estimate of the total amount of development potential within the existing Regional Growth Boundary/Sewer Service Area (RGB/SSA). The estimates in this report identify the development potential of vacant properties within the RGB/SSA using approved development plans, current subdivision ordinances, and current zoning ordinances. The major findings, detailed later in the REDCAP, conclude that there is sufficient development capacity inside the RGB/SSA to accommodate forecasted growth for a planning horizon of at least 2040 without the need to expand the RGB/SSA. The horizon of 2040 provides consistency with future Comprehensive Plan Update cycles and with the growth forecasting project completed for the Centre County Long Range Transportation Plan. The following is a summary of the regional development capacity of vacant land inside the Regional Growth Boundary/Sewer Service Area in 2012: • Vacant Land Summary (not including PSU Campus, Mount Nittany Medical Center, or Innovation Park) −− Total Vacant Land: The RGB/SSA contains approximately 4,033 acres of vacant land. −− Vacant Land with Approved Plans: Approximately 2,596 acres of vacant land inside the RGB/SSA have an approved development project that has not yet been constructed. −− Vacant Land: Approximately 1,438 acres of vacant land inside the RGB/SSA are not currently associated with an approved land development plan. • Dwelling Units −− Total Dwelling Units: There is an estimated development potential of 12,979 dwelling units inside the RGB/SSA. −− Approved Dwelling Units: There are approximately 9,183 dwelling units approved but not constructed in existing projects inside the RGB/SSA. −− Potential Dwelling Units: Based upon existing zoning, there is the potential to develop 3,796 dwelling units inside the RGB/SSA on vacant lands that do not have approved development projects. • Non-Residential Development Summary −− Total Non-residential Development: There is approximately 6,817,757 square feet of non-residential development potential inside the RGB/SSA. −− Approved Non-residential Development: There is approximately 2,574,744 square feet of nonresidential development approved but not constructed inside the RGB/SSA. This estimate does not include University Park Campus or other Penn State University property. −− Potential Non-residential Development: Based upon existing zoning, there is the potential to develop approximately 4,243,013 square feet of non-residential square footage inside the RGB/SSA on vacant lands that do not have approved development projects. • University Park Campus and Penn State University Property Summary −− Proposed Non-residential Development: There is approximately 6,192,395 square feet of nonresidential development, which includes 1,243 beds in dorm facilities, identified on the PSU University Park Campus Master Plan and other Penn State University property, including master plans for the Mount Nittany Medical Center and Innovation Park. CATA Strategic Plan Update 2016 - 2026 215 • Adequacy of Land Inside the RGB/SSA to Accommodate Growth to the Year 2040 −− Forecast Dwelling Units and Potential Development Capacity: Growth forecasts prepared in 2009 and 2010 indicate the Centre Region could add approximately 9,278 dwelling units by the year 2040. The REDCAP report estimates that there is total development potential of 12,979 dwelling units inside the RGB/SSA. Currently there are 9,183 approved dwelling units inside the RGB/SSA, which have at least preliminary approval for development. These approved dwelling units can satisfy the anticipated need for new dwelling units over the next 28 years. −− Forecast Non-residential Development and Potential Development Capacity: The Centre Region is forecast to add approximately 5,784,193 square feet of non-residential development by the year 2040. There is approximately 6,817,757 square feet of non-residential development potential inside the RGB/SSA. These findings are critical to CATA, as they suggest that ample development capacity for residential, nonresidential and campus uses exists within the Regional Growth Boundary to the Year 2040. Nearly all of CATA’s current fixed route and paratransit services are provided within this boundary. As vacant lands are developed, and existing uses are redeveloped, this suggests that one of CATA’s primary challenges will be to provide an adequate level of service, meeting the needs of both current and new customers, within its existing core service area. The maps presented on the following pages summarize the findings of the REDCAP. Figure 7-4 (REDCAP Existing Conditions) 216 Chapter 7 - Projections Figure 7-5 (REDCAP Vacant Land by Type) Figure 7-6 (REDCAP Vacant Land Total) CATA Strategic Plan Update 2016 - 2026 217 Long-Term Development Outlook – Centre County Growth Forecasting Project The Centre County Growth Forecasting project was initiated by the CCMPO in 2009, as part of the 2010 update of the Centre County Long-Range Transportation Plan (LRTP) 2040. The purpose of this exercise was to determine when, how much, and what type of growth was likely to occur in each Centre County municipality through the year 2040, for local, regional, and transportation planning purposes. • Bellefonte Borough A summary of anticipated growth in Bellefonte Borough is presented below. For the period 2009-2020, an increase of 104 residential dwelling units is expected, with the addition of almost 61,000 square feet of retail space and 40,500 square feet of office space. For the period 2021-2030, an increase of 128 residential dwelling units is expected, with the addition of 45,000 square feet of retail space and 10,000 square feet of office space. Figure 7-7 (Growth Forecasting – Bellefonte Borough Fact Sheet) Maps of the expected timing and type of future development in Bellefonte Borough are presented on the following pages. Much of this future development is anticipated to be clustered within an area bounded by Bishop Street, Airport Road, and Governor’s Park Road. Additional development is anticipated for the waterfront area. 218 Chapter 7 - Projections Figure 7-8 (Growth Forecasting – Bellefonte Borough Timing) Figure 7-9 (Growth Forecasting – Bellefonte Borough Type) CATA Strategic Plan Update 2016 - 2026 219 • Benner Township A summary of anticipated growth in Benner Township is presented below. For the period 2009-2020, an increase of 312 residential dwelling units is expected, with the addition of 116,000 square feet of retail space, almost 325,000 square feet of office space, about 530,000 square feet of Rockview facilities, and about 53,000 square feet of airport facilities. For the period 2021-2030, an increase of 255 residential dwelling units is expected, with the addition of 200,000 square feet of retail space, about 302,000 square feet of office space, and almost 74,000 square feet of airport facilities. Figure 7-10 (Growth Forecasting – Benner Township Fact Sheet) Maps of the expected timing and type of future development in Benner Township are presented on the following pages. Much of this future development is anticipated to be clustered within Benner Commerce Park. Additional development is anticipated for the Shiloh Road, Fox Hill Road, and Buffalo Run Road corridors. 220 Chapter 7 - Projections Figure 7-11 (Growth Forecasting – Benner Township Timing) Figure 7-12 (Growth Forecasting – Benner Township Type) CATA Strategic Plan Update 2016 - 2026 221 • College Township A summary of anticipated growth in College Township is presented below. For the period 2009-2020, an increase of 507 residential dwelling units is expected, with the addition of about 206,000 square feet of retail space, almost 176,500 square feet of retail-hotel space, almost 591,000 square feet of office space, 290,000 square feet of industrial space, and about 83,000 square feet of public/semi-public space. For the period 2021-2030, an increase of 494 residential dwelling units is expected, with the addition of 177,000 square feet of retail space, almost 194,000 square feet of retail-hotel space, 680,000 square feet of office space, 110,000 square feet of industrial space, and almost 26,000 square feet of public/ semi-public space. Figure 7-13 (Growth Forecasting – College Township Fact Sheet) Maps of the expected timing and type of future development in College Township are presented on the following pages. Much of this future development is anticipated to be clustered within Innovation Park, Mount Nittany Medical Center, Summit Park, and adjacent to Spring Creek Estates. Additional development is anticipated for the Benner Pike and College Avenue corridors. 222 Chapter 7 - Projections Figure 7-14 (Growth Forecasting – College Township Timing) Figure 7-15 (Growth Forecasting – College Township Type) CATA Strategic Plan Update 2016 - 2026 223 • Ferguson Township A summary of anticipated growth in Ferguson Township is presented below. For the period 2009-2020, an increase of 745 residential dwelling units is expected, with the addition of about 222,000 square feet of retail space and almost 203,000 square feet of office space. For the period 2021-2030, an increase of 1,097 residential dwelling units is expected, with the addition of about 105,000 square feet of retail space and about 60,000 square feet of office space. Figure 7-16 (Growth Forecasting – Ferguson Township Fact Sheet) Maps of the expected timing and type of future development in Ferguson Township are presented on the following pages. Much of this future development is anticipated to be clustered within Turnberry, and the Pine Hall, Landings, and Foxpointe planned residential developments (PRDs). Additional development is anticipated for the Whitehall Road and College Avenue corridors. 224 Chapter 7 - Projections Figure 7-17 (Growth Forecasting – Ferguson Township Timing) Figure 7-18 (Growth Forecasting – Ferguson Township Type) CATA Strategic Plan Update 2016 - 2026 225 • Halfmoon Township A summary of anticipated growth in Halfmoon Township is presented below. For the period 2009-2020, an increase of 165 residential dwelling units is expected. For the period 2021-2030, an increase of 135 residential dwelling units is expected, with the addition of 9,000 square feet of retail space. Figure 7-19 (Growth Forecasting – Halfmoon Township Fact Sheet) Maps of the expected timing and type of future development in Halfmoon Township are presented on the following pages. Much of this future development is anticipated to be clustered near the Patton Township line, and along the State Route 550 corridor. 226 Chapter 7 - Projections Figure 7-20 (Growth Forecasting – Halfmoon Township Timing) Figure 7-21 (Growth Forecasting – Halfmoon Township Type) CATA Strategic Plan Update 2016 - 2026 227 • Harris Township A summary of anticipated growth in Harris Township is presented below. For the period 2009-2020, an increase of 328 residential dwelling units is expected, with the addition of 21,000 square feet of public/ semi-public space, 5,000 square feet of retail space, and 83,000 square feet of office/industrial space. For the period 2021-2030, an increase of 418 residential dwelling units is expected. Figure 7-22 (Growth Forecasting – Harris Township Fact Sheet) Maps of the expected timing and type of future development in Harris Township are presented on the following pages. Much of this future development is anticipated to be clustered within the Rockey Ridge, Liberty Hill, and Gates developments. Additional development is anticipated for the Shingletown Road, Discovery Drive, and US322 corridors. 228 Chapter 7 - Projections Figure 7-23 (Growth Forecasting – Harris Township Timing) Figure 7-24 (Growth Forecasting – Harris Township Type) CATA Strategic Plan Update 2016 - 2026 229 • Patton Township A summary of anticipated growth in Patton Township is presented below. For the period 2009-2020, an increase of 853 residential dwelling units is expected, with the addition of almost 205,000 square feet of retail space, almost 194,000 square feet of retail-hotel space, almost 105,000 square feet of office space, and about 91,000 square feet of public/semi-public space. For the period 2021-2030, an increase of 775 residential dwelling units is expected, with the addition of almost 205,000 square feet of retail space, about 114,000 square feet of office space, and about 65,000 square feet of public/semi-public space. Figure 7-25 (Growth Forecasting – Patton Township Fact Sheet) Maps of the expected timing and type of future development in Patton Township are presented on the following pages. Much of this future development is anticipated to be clustered within the Toftrees and Gray’s Woods developments. Additional development is anticipated for the Bernel Road corridor. Since the completion of the Centre County Growth Forecasting Project, the possibility now also exists for redevelopment of the former Penn State and Franklin mobile home parks along the North Atherton Street corridor. 230 Chapter 7 - Projections Figure 7-26 (Growth Forecasting – Patton Township Timing) Figure 7-27 (Growth Forecasting – Patton Township Type) CATA Strategic Plan Update 2016 - 2026 231 • Spring Township A summary of anticipated growth in Spring Township is presented below. For the period 2009-2020, an increase of 594 residential dwelling units is expected, with the addition of 186,000 square feet of retail space, about 160,000 square feet of office space, and 130,000 square feet of industrial space. For the period 2021-2030, an increase of 550 residential dwelling units is expected, with the addition of 40,000 square feet of retail space, about 96,000 square feet of office space, and 100,000 square feet of industrial space. Figure 7-28 (Growth Forecasting – Spring Township Fact Sheet) Maps of the expected timing and type of future development in Spring Township are presented on the following pages. Much of this future development is anticipated to be clustered within the Penn Eagle Industrial Park. Additional development is anticipated for the Zion Road and I-99 corridors. 232 Chapter 7 - Projections Figure 7-29 (Growth Forecasting – Spring Township Timing) Figure 7-30 (Growth Forecasting – Spring Township Type) CATA Strategic Plan Update 2016 - 2026 233 • State College Borough A summary of anticipated growth in State College Borough is presented below. For the period 20092020, an increase of 329 residential dwelling units is expected, with the addition of 78,500 square feet of retail space, about 89,000 square feet of office space, and about 345,000 square feet of public/ semi-public space. For the period 2021-2030, an increase of 311 residential dwelling units is expected, with the addition of almost 90,000 square feet of retail space, 125,000 square feet of retail-hotel space, about 74,000 square feet of office space, and about 220,000 square feet of public/semi-public space. Figure 7-31 (Growth Forecasting – State College Borough Fact Sheet) Maps of the expected timing and type of future development in State College Borough are presented on the following pages. Much of this future development is anticipated within the Metropolitan and Fraser Centre developments and the Penn State University campus, as well as for the Westerly Parkway and College Avenue corridors. 234 Chapter 7 - Projections Figure 7-32 (Growth Forecasting – State College Borough Timing) Figure 7-33 (Growth Forecasting – State College Borough Type) CATA Strategic Plan Update 2016 - 2026 235 Centre Region Comprehensive Plan – Transit Goals, Objectives, and Policies The Centre Region Comprehensive Plan – updated and adopted in 2013 – takes a long-range perspective and provides an opportunity for the six Centre Region municipalities to continue a coordinated approach to land use and transportation decision-making in the region. The Comprehensive Plan is one of the primary tools the Centre Regional Planning Commission (CRPC) and municipal planning commissions will use to guide decisions and make recommendations regarding growth and development to the municipal governing bodies in the region. Municipalities, in turn, are the primary unit of government responsible for implementing the recommendations of the Comprehensive Plan through their regulatory authority. Included in the transportation element of the Comprehensive Plan are a number of public transit-related goals, objectives, and policies that yield valuable insights with respect to the role regional decision-makers envision CATA taking within the Centre Region over the coming ten years. Particularly salient goals, objectives, and policies include the following: • Goal 1 – Mobility for people and goods in a safe and efficient manner −− Objective 1.1 – Collect and evaluate data about the purpose and function of the transportation system * Policy 1.1.3 – Evaluate public transit ridership data, public input, land use patterns, and financial capacity to implement changes in the level and frequency of public transportation service and conditions affecting access to CATABUS service −− Objective 1.2 – Work proactively with public and private stakeholders to facilitate improvements to the transportation system * Policy 1.2.4 – Work with the Centre County Metropolitan Planning Organization (CCMPO), PennDOT, and operators of transit, rail, and air modes of travel to advance transportation improvement projects and programs for all modes through the CCMPO’s Long Range Transportation Plan (LRTP) and Transportation Improvement Program (TIP), and other federal, state, and local implementation programs −− Objective 1.3 – Maintain and improve existing transportation infrastructure to preserve the system for the foreseeable future, consistent with PennDOT’s “maintenance forever” policy * Policy 1.3.3 – Update CATA’s Capital Improvement Program (CIP) to guide investments in rehabilitating and replacing public transportation vehicles and to make improvements in CATA’s operations facility and infrastructure • Goal 2 – Multiple, interconnected modes of transportation that afford choices for all users −− Objective 2.1 – Deliver transportation projects and programs that support a broad range of transportation options * Policy 2.1.1 – Continue implementing and expanding CATABUS and CATACOMMUTE services that provide benefits relative to shared travel and reductions in peak-hour commuter trips being made by single-occupant vehicles * Policy 2.1.2 – Provide transit and paratransit service through CATARIDE and the Centre County Office of Transportation (CCOT) to meet the demand by citizens for access to employment centers, medical services, retail and other commercial services, and recreation areas. 236 Chapter 7 - Projections −− Objective 2.2 – Improve connections between roadways, bicycle and pedestrian facilities, transit routes, and intercity bus connection locations. * Policy 2.2.2 – Establish, maintain, and improve facilities at locations where connections between modes of travel are made, including material loading/unloading infrastructure, crosswalks and sidewalks, bus shelters, bicycle racks, and storage lockers * Policy 2.2.5 – Work with CATA, the private sector, the Pennsylvania State University, and providers of intercity bus service to provide safe and accessible locations that provide connections between intercity buses, local buses, and taxi service −− Objective 2.3 – Design the alignment and profile of streets to be consistent with PennDOT’s Smart Transportation Guidebook and Complete Streets fundamentals to provide access for pedestrian, transit, and vehicular traffic * Policy 2.3.2 – Adopt ordinances stipulating that bicycle, pedestrian, and public transit facilities be required in land development plans where appropriate −− Objective 2.4 – Utilize aggregated and real-time data to optimize the operations of the transportation network, and to inform users about choices of route and mode of travel * Policy 2.4.1 – Continue development of CATA’s Advanced Public Transportation System (APTS) to enhance the accuracy and usability of information available to the public about operations of the bus system, and to assist in making operational and management decisions regarding transit service • Goal 3 – Transportation system that supports the Region’s good air and water quality, minimizes impacts to natural features, and complements the built environment −− Objective 3.1 – Facilitate use of alternative fuels and energy conservation practices that help to minimize the Region’s carbon footprint when planning and implementing transportation system improvements * Policy 3.1.1 – Maintain and expand CATA’s Compressed Natural Gas (CNG) bus fleet and fueling infrastructure through periodic rehabilitation and replacement of rolling stock, purchase of additional vehicles when warranted by an increase in demand for transit services, and upgrades to fixed infrastructure elements * Policy 3.1.2 – Maximize the fuel efficiency of vehicles, for both conventional and alternative fuels, when considering purchase of CATA, CCOT, COG, municipal, State College Area School District, Pennsylvania State University, and other fleet vehicles −− Objective 3.2 – Promote the improvement of air quality in the Region * Policy 3.2.2 – Encourage the expansion of transit services, ridesharing, and modes of transportation other than single-occupant automobiles to reduce the impact of greenhouse gases CATA Strategic Plan Update 2016 - 2026 237 • Goal 4 – Consistency between transportation projects and programs and the Region’s future land use plan −− Objective 4.1 – Plan and implement transportation improvements and investments in all modes that are appropriate to accommodate future land uses identified by the municipalities * Policy 4.1.1 – Utilize tools such as PennDOT’s statewide travel demand model, the CCMPO’s LRTP travel demand model, and travel demand models developed for multi-municipal and municipal projects; traffic operations modeling; data from CATA and the CCOT about public transportation demand; and projections of air travel and freight movements from operators of these modes to identify where additional capacity in the transportation system may be needed and to evaluate whether potential improvements will improve deficient and/or declining levels of service −− Objective 4.2 – Consider the transportation system’s capacity to accommodate changes in travel demand when considering land use, zoning, and proposed land development activities * Policy 4.2.3 – Promote the positive impact of mixed-use development on traffic congestion by providing pedestrian and bicycle facilities, and transit service where supported by the appropriate land use densities, and as promoted by a Complete Streets policy and the Smart Transportation Guidebook * Policy 4.2.5 – Consider non-traditional methods of mitigating the impact of development and redevelopment activities on the transportation network (e.g. reduction in vehicle trips by the provision of transit, reducing on-site parking requirements, enhancing pedestrian facilities, and making interconnections between modes, etc.) • Goal 5 – Sustainable funding sources for transportation improvements −− Objective 5.1 – Investigate alternative strategies for funding and implementing transportation improvement projects and programs * Policy 5.1.2 – Evaluate tools available to municipalities, CATA, and the Pennsylvania State University for generating funds or using cooperative services that can be allocated to transportation improvement projects (e.g. public/ private partnerships, partnership opportunities with PennDOT and other public agencies, impact fees, tax policies, etc.) The transit-related goals, objectives, and policies outlined above clearly demonstrate a strong role for CATA – envisioned by regional decision-makers – in the areas of congestion mitigation, environmental stewardship, multimodalism, and improvements to traffic operations. 238 Chapter 7 - Projections Key Findings and Questions – Projections As data and information regarding projections was compiled, analyzed, and discussed both at a staff level and with the project management team (PMT), several key findings and questions became apparent that may have implications for future strategic initiatives and/or provide other valuable supporting data. These include the following, in order of discussion rather than particular order of importance or priority: • A relatively low mean travel time to work within Centre County – and one even lower within CATA’s current service area – seems to suggest that CATA services may have difficulty competing with other modes of transportation on the basis of travel time or the level of traffic congestion within the region. Moreover, the cost of parking within downtown State College – the primary employment center within central Pennsylvania – is relatively low, and the availability of parking reasonably plentiful. CATA’s ability to serve major destinations on the University Park Campus of Penn State University in close proximity, however, coupled with a relative lack of parking availability within the core areas of this campus, suggest that CATA can be very competitive with other modes of transportation in terms of this very critical local market. • Relatively low mean travel times to work within Centre County further suggest a smaller potential market area for traditional fixed route services than that which may exist in other larger, more densely populated urban areas. • Both the short-term development outlook as well as the Centre Regional Development Capacity Report (REDCAP) suggest ample opportunities for future system and ridership growth within CATA’s alreadyexisting service area, but, given constraints in terms of the availability of rolling stock, also suggest a number of challenges in meeting future needs within this core service area. To this end, CATA must determine what emerging service delivery techniques can be employed to ensure the agency is able to meet most or all of the new demand coming within the next ten years. • Moreover, there exists the possibility that the current PennDOT North Central Pennsylvania Transit Regionalization Study may result in the expectation that CATA serve a larger portion of Centre County, and perhaps even areas beyond Centre County. CATA may need to balance these possible expectations, and any associated system growth, against needs within the current fixed route service area. • That the short-term growth areas are well-served by the existing CATA fixed route structure – particularly the H, M, W, and R routes – is encouraging. It is possible, however, that additional resources may be required to serve these developments based not upon proximity, but upon the magnitude of the developments. It is important to note that a significant level of additional resources were required to serve a number of recently-constructed student apartment complexes, including The Retreat at State College, The Heights at State College, The Grove, and The Villas at Happy Valley. It is expected that the opening of the proposed Cottages at State College (Toll Brothers) development – consisting of nearly 1,100 bedrooms near the intersection of West Whitehall Road and a future Blue Course Drive Extension – will exhaust the remaining rolling stock CATA has in its current fixed route fleet. • CATA must consider how the the well-intentioned goals, objectives, and policies of the Centre Region Comprehensive Plan will impact growth within the Centre Region and the allocation of CATA’s alreadystrained resources. • While many of the expected demographic trends were inconclusive, or exhibited a contradiction between decennial Census and ACS data, it seems clear that both the age 55-64 and 65+ segments of the population will continue to grow at a faster rate than the population at large. As the regional population continues to age, CATA must identify the unique implications for its operations across all three modes of service. CATA Strategic Plan Update 2016 - 2026 239 • Findings from the Centre Regional Development Capacity Report (REDCAP) suggest that one of CATA’s primary challenges will be to provide an adequate level of service, meeting the needs of both current and new customers, within its existing core service area. • As CATA continues its collaboration with Penn State University to support student and employee transportation needs, the agency might find new opportunities to work with Penn State's Office of Sustainability, which is focused on energy and environmental sustainability. • One trend that may impact the growth potential of CATA’s customer base is that, from 2000 to 2010, the highest population growth has been among people 55 and older. Unless new industries in the future change the balance, the Centre Region's retirees and pre-retirees is projected to continue to be the largest growth segment. CATABUS ridership among this age group has been very low, and there is little evidence that this will change over the next decade. • The numbers in Figures 7-1 and 7-2 show CATA’s operating deficit growing from $6.4 million (45% of expenditures) in Fiscal Year 2013/14 to $20.2 million (64% of expenditures) in Fiscal Year 2023/24. And, unlike Fiscal Year 2013/14, where subsidies covered the deficit, the projections for Fiscal Year 2023/24 show an $11.4 million uncovered deficit. This suggests a strong need for CATA to take actions in the short- and medium-term to increase its financial sustainability. In addition to development patterns and rolling stock, operating funds seem to provide a critical limitation on future service as well. 240 Chapter 7 - Projections CATA Strategic Plan Update 2016 - 2026 241 Chapter 8 Institutional, Regulatory, and Public Funding Environment The purpose of this chapter is to research and describe how CATA’s relationships with federal, state and local governments, and other community stakeholders such as the Pennsylvania State University impact the agency’s current services, as well as prospects for future service. Each of these relationships are currently in a state of significant and consistent change, and as such only a current snapshot can be offered. Federal Funding and Regulation There are two distinct steps to creating and funding programs and agencies in the federal budget. Most programs must be established through periodic authorizing legislation, which permits funds to be expended through the federal budget process. Funds are then allocated to authorized programs through the annual appropriations legislation process. Reauthorization At the time of this writing, the federal authorizing legislation for transportation, Moving Ahead for Progress in the 21st Century (MAP-21) has been extended from its original expiration of September 30, 2014 to July 31, 2015. A third extension beyond July 31 is anticipated, with some federal officials indicating that an extension to December 31, 2015 is a likely outcome of ongoing discussions by the U.S. Congress and the administration of President Barack Obama. The federal political climate continues to make the development of reauthorization legislation a challenging process. With a Democratic President and a Republican majority in both the U.S. House of Representatives and U.S. Senate, the prospect of reaching an agreement on a long-term reauthorization bill prior to the next Presidential election in 2016 is uncertain. In an appearance before a roundtable of corporate executives on December 3, 2014, President Obama stated that he felt a reauthorization bill would not happen without corresponding tax reform that could generate a revenue stream for transportation investments. Many in the transportation industry had hoped that falling gas prices might bring a greater willingness to increase the federal excise tax on gasoline, which was last increased in 1993. The federal gas tax provides the funding source for the Highway Trust Fund, which in turn provides funds for public transportation projects and programs. Transportation industry leaders were disappointed when President Obama publicly opined that a vote to increase the gas tax would be too tough to accomplish. Although Republican leaders in both the House and Senate have indicated that a transportation bill would be a priority in the 114th Congress, President Obama has stated that a corresponding overhaul of the tax structure to produce revenue would take time to assemble – “probably a full six to nine months before we could really solidify something.” Along with the uncertainty about passage of a reauthorization bill, the short, two-year length of MAP-21 and its two extensions to date have meant that portions of the law’s provisions applicable to public transportation have not yet made it completely through the Federal Transit Administration (FTA) rulemaking process. The rulemaking process is crucial to providing details of how the legislation will be implemented. Still outstanding for transit systems in terms of rulemaking are the areas of safety, planning, environmental impacts, and asset management, as well as disadvantaged business enterprise (DBE) and Buy America requirements. The lack of rulemaking for 242 Chapter 8 - Institutional, Regulatory, and Public Funding Environment these key areas severely hampers transit operators’ abilities to plan for the future. Appropriations The two extensions of MAP-21 have maintained the same funding levels originally authorized in 2012. These extensions have been approved for such short time periods that funds for transit projects and programs approved by the Federal Transit Administration (FTA) have been appropriated for very short periods of time, often less than three months. In December 2014, Congress agreed to a negotiated plan to avoid a government shutdown, and fund the federal government through the end of federal fiscal year (FFY) 2015. This agreement approved funding for 11 of the 12 appropriations accounts for the balance of FFY 2015, including funding for the U.S. Department of Transportation, but excluding the Department of Homeland Security. Most recently, in June 2015 the House approved a FFY 2016 transportation appropriations bill that provides funding for many transit programs at the FFY 2015 funding level. At the time of this writing, the Senate is considering a FFY 2016 appropriations bill that includes transit funding at a level slightly less than in FFY 2015. The uncertainty in appropriations legislation for FFY 2016 is another factor that currently hampers transit operators’ abilities to plan for the future. Discretionary Bus and Bus Facility Funding From CATA’s perspective, one of the most troubling provisions of MAP-21 was the loss of discretionary capital funding for small and mid-size bus systems. Rather than being allocated directly to each transportation provider, the reduced pool of bus capital funding was directed to the state departments of transportation (DOTs) for distribution to each transit operator. MAP-21 eliminated the $984 million competitive Bus and Bus Facilities Program, and moved just $422 million to a formularized bus replacement program under the provisions of Section 5339. This represented a 57% decrease in dedicated bus and bus facility funding, reducing mode-specific funding for bus transportation providers from 20% of all dedicated transit capital funds to just 9.5% of these funds, at a time when bus systems carry 52% of all transit riders. Accordingly, these provisions were of a corresponding benefit to passenger rail systems. The changes caused a rift between the bus and rail properties within the American Public Transportation Association (APTA), making negotiations for a suggested solution very difficult. The Community Transportation Association of America (CTAA), which represents primarily community transportation providers and smaller transit systems, did not have the same internal conflicts, and has taken the lead in pushing for a workable solution. In cooperation with APTA and CTAA, a coalition of bus systems is currently advocating for a change in the reauthorization bill that would establish a competitive Bus State of Good Repair program under Section 5337 to supplement the formula program established under MAP-21. The working draft of this proposal suggests funding such a State of Good Repair program to the level of $562 million, and structuring it so that no one system can be awarded a majority of the funds in any given grant year, thereby establishing a certain level of balance between bus systems and capital-intensive rail providers. Although restoration of a portion of discretionary capital funding for small and mid-sized bus operations is a component of President Obama’s draft budget, there is no guarantee that this proposal will be included in the reauthorization bill or FFY 2016 appropriations legislation. CATA Strategic Plan Update 2016 - 2026 243 Other Legislative and Regulatory Issues • On December 3, 2014, the House passed H.R. 5771, the Tax Increase Prevention Act of 2014, by a vote of 378 to 46. This bill included a retroactive extension of federal excise tax credits for alternative fuels during calendar year 2014. Transit agencies, including CATA, utilizing alternative fuels such as compressed natural gas (CNG) or liquefied natural gas (LNG) were eligible for these credits to offset operating costs. • APTA and other transit industry partners continue to advocate for permanent parity between employerprovided mass transit and parking pre-tax/tax-free benefits, or at least the extension of parity for 2015. However, a House bill merely provided retroactive extension of parity for 2014 and, given the nature of how the mass transit benefit is administered, transit commuters or employers were not able to actually realize reduced commuting costs or tax liability for 2014. Even though the 2014 retroactive parity provision offers no immediate or practical benefit for transit commuters or employers, its inclusion in a final bill will be helpful in future discussions about making parity permanent. • During APTA legislative meetings in 2014, the use and application of FTA circulars and triennial reviews as mechanisms by which the FTA can make regulatory changes outside of the legislative process was a key discussion topic. APTA and FTA leadership met in an attempt to address this perception. Accordingly, APTA members were asked to document examples of such instances from within the circular and triennial review processes, and the APTA Small Operations Committee has made the issue a critical part of its 2015 work plan. For example, in December 2014, the FTA issued a draft Americans with Disabilities Act (ADA) Circular for public review and comment. Shortly thereafter, more than 100 APTA members participated in a conference call to discuss portions of the circular where documented “best practices” were construed as mandatory for implementation. APTA requested that members forward them any perceived regulatory issues found in the document, and comment to the public docket on behalf of their agency. Similar concerns surfaced concerning safety- and security-related rulemaking. Staffing Changes within FTA Region III Offices In the past, CATA experienced a high degree of stability with key staff contacts at FTA Region III. This stability was accompanied by a high level of communication between the CATA and its Region III FTA representative, with expectations generally well-known, and generous assistance provided in confusing or ambiguous areas. Recently, FTA Region III reorganized its staff, and CATA’s long-time regional FTA contact was moved to another region. Moreover, a new regional director was appointed. Although CATA staff attempted to visit Region III offices in Philadelphia to become better acquainted with the new staff, meetings were not able to be scheduled. However, CATA has had some level of success in getting to know new Region III FTA staff through “Chat with Staff” sessions facilitated by PPTA. Over the last several years, and in part due to CATA’s own staffing changes, there has been a lesser degree of understanding of FTA processes, and some FTA funding application procedures have been greatly delayed. Though Region III FTA staff members seem eager to assist CATA, in some cases confusion seems to result from process changes at the upper staff levels of Region III, or possibly higher. As a result, there has been an increased level of communication between CATA and FTA Region III representatives for operating and capital projects. Moreover, FTA staff attended CATA’s triennial review, and handled most necessary follow-up. Coordination between CATA and FTA Region III continues to improve because of the combined effort of both entities. 244 Chapter 8 - Institutional, Regulatory, and Public Funding Environment Triennial Review Process In 2014, for the first time in many years, CATA staff members participated in an FTA-sponsored triennial review learning session. Although these sessions are offered each year, attendance priority is given to systems having their review during that fiscal year. Information provided at the learning session indicated that the level of change required of transit agencies is nearly insurmountable. For example, in the past, if a transit agency could demonstrate that they had written or implemented a new policy or practice before the reviewers left the property, it was not shown as a deficiency on the review. Going forward, the deficiency is only omitted if the policy or practice is changed prior to the review team arriving. Any new or revised process or policy introduced during the review is cited as a deficiency, but can also be shown as closed in the report. Following attendance at the learning session, CATA staff put forth a high level of effort to correct as many deficiencies as possible, but were unable to correct some issues due to time constraints. Although some deficiencies appeared in CATA’s 2014 triennial review report, the FTA reviewers assisted CATA staff through the use of sample policies and practices, which served as a framework for making the required remedies. All deficiencies noted in the triennial review report were satisfactorily closed within the required deadlines. As a result of changes to the triennial review process, CATA staff members have set a goal to either attend the periodic learning sessions, or review the triennial review handbook each year, as appropriate. Monitoring of the triennial review handbook, as well as CATA’s specific triennial review report, are assigned to management staff by section and by functional responsibility. State Funding and Regulation This section will describe the transition of a funding framework from Pennsylvania Act 44 of 2007 to Pennsylvania Act 89 of 2013, PennDOT-led efforts at regional consolidation and coordination, recent changes in staffing at the Pennsylvania Department of Transportation (PennDOT), and centralized, state-level management of certain elements of public transportation services. Pennsylvania Act 44 of 2007 The General Assembly approved Pennsylvania Act 44 in July 2007, and it was signed into law by Governor Edward G. Rendell shortly thereafter. Act 44 expanded the Pennsylvania Turnpike Commission’s mandate from one focused entirely on constructing, operating, and improving the Pennsylvania Turnpike system, to one that also provides annual funding contributions for broader Commonwealth transportation needs, including public transportation. As of January 2015, the Pennsylvania Turnpike Commission had provided a total of $4.637 billion in payments to PennDOT through a Lease and Funding Agreement, as amended in April 2014. Pennsylvania Act 89 of 2013 substantially altered the Pennsylvania Turnpike Commission’s funding obligations to PennDOT. While the Commission’s payment obligation remains at $450 million annually through Fiscal Year 2022, no payments are provided for highways and bridges. Instead, all $450 million is allocated to support transit capital, operating, multi-modal, and other non-highway programs. Beginning in Fiscal Year 2023, the annual payment obligation decreases to $50 million until the payment obligation ends in 2057. Pennsylvania Act 89 of 2013 Governor Tom Corbett signed Pennsylvania Act 89 of 2013 into law on November 25, 2013. The law, which eliminated a $0.12 retail gas tax, increased transportation and infrastructure funds through a number of revenue sources, including lifting the cap on the existing wholesale Oil Company Franchise Tax and mandating that this tax be indexed to inflation, and by increasing existing user fees and adding new fees. Under Act 89, funding for transit and highway infrastructure is expected to increase by an estimated $2.3 billion per year by 2018. At the CATA Strategic Plan Update 2016 - 2026 245 time of this writing, there is still much uncertainty with respect to how the funds will be allocated and used. Act 89 is expected to result in an increase of funding for transit capital investments and operating expenses. The PennDOT Bureau of Public Transportation (BPT) has instructed CATA to expect an approximate 3% increase in transit operating funds each year, for future planning purposes. BPT is also developing a Capital Planning Tool to guide future capital planning decisions. The Capital Planning Tool will help meet future federal State of Good Repair requirements, and guide future capital funding and fleet replacement decisions for individual transit agencies. Because the Capital Planning Tool is being developed, BPT directed that the Centre County Metropolitan Planning Organization not complete a previously-approved planning study that was intended to prepare a financial plan for replacing the transit fleets operated by CATA and the Centre County Office of Transportation Services (CCOT). The increase in state funding from Act 89 enabled BPT to provide CATA with approval to purchase the last ten 40foot bus options on a contract with New Flyer that was set to expire. This purchase of new replacement vehicles allowed CATA to avoid putting new CNG tanks on existing vehicles that were approaching 18 and 19 years of age. In addition, BPT committed $20 million dollars to the renovation and expansion of CATA’s primary operations, maintenance, and administrative facilities. BPT assigned Gannett-Fleming – one of its contractors retained under an open-ended agreement – to serve as construction managers for the facility improvement project. While procedures have yet to be fully implemented for smaller purchases such as office, shop, and maintenance equipment, Act 89 has clearly facilitated the advancement of a number of major CATA capital investments, and has generally been beneficial in terms of both capital and operating funding. Staffing Changes within PennDOT BPT Even through changes in political affiliation within the Governor’s office dating back nearly 15 years, CATA and public transit agencies across Pennsylvania benefitted from stability in staffing and leadership at PennDOT. During this time period, PennDOT management remained effectively unchanged from the Deputy Secretary level downward. In 2014, however, PennDOT underwent a significant level of reorganization due to both the passage of Act 89 and the retirement of long-tenured PennDOT managers, particularly within the BPT. For example, Toby Fauver, long-time BPT Director, was recently named Deputy Secretary for Multimodal Transportation, with greatly expanded responsibilities. Fauver started his career with PennDOT under thenGovernor Edward G. Rendell, and was retained when Governor Tom Corbett took office. It appears that Deputy Secretary Fauver will remain with PennDOT under the new administration of Governor Tom Wolf. With the retirements of Laverne Collins (BPT Director), Eileen Ogan (Chief – Specialized Transportation Division) and John Dockendorf (Chief – Urban Transportation Division), there has been a major reorganization of staff responsibilities at BPT. Although most of the current BPT staff have had prior careers within PennDOT, several persons will be assigned new job duties. Danielle Spila is currently Acting BPT Director. Focus on Regional Consolidation and Coordination Over the past several years, BPT has conducted a series of regional consolidation studies to facilitate the consolidation of or coordination between transit agencies. BPT has also initiated a state-level process for procurement of equipment and technology that has (or could) result in changes to local policy. Currently, CATA is one of a number of participants in a study of possible regionalization of transit agencies within north-central Pennsylvania. CATA and the CCOT provided operating and performance data for the study, and the CATA General Manager participated in a two-day work session for the study’s multiple transit operators. While this study has not yet generated a final set of recommendations, at the time of this writing it appears that CATA 246 Chapter 8 - Institutional, Regulatory, and Public Funding Environment and the CCOT do not fit the model for coordination with other systems within the north-central region due to location and size. There is the possibility, however, that Centre County may be a better fit with transit operators from Clearfield, Blair, and/or Cambria Counties for regional consolidation and coordination – should these counties be included in a similar study. CATA’s maintenance and operations facility, as well as the ability to develop a call center, have been discussed as potential focal points for a larger regional effort. For all systems that may become part of the regional consolidation and coordination process, discussion topics included dissolving current board structures and articles of agreement in order to form one management entity, as well as the focus on realizing cost savings rather than accommodating growth. Since 2011, there has been a concerted effort by BPT to shift to a statewide vanpool program, contracted to an outside vendor. Discussions have been on-going through the Pennsylvania Public Transportation Association (PPTA) Rideshare Committee. Currently, the York County Transportation Authority (operating as “rabbittransit”) is providing ridesharing services through an entity called Commuter Services of PA, and the organization has reached out to contiguous counties to extend the offer of membership. Services are offered through a contract with URS Corporation – an engineering, construction, and technical services consulting firm – with a sub-contractor purchasing and maintaining the vans. There has been little movement on a state-managed ridesharing system for approximately one year, although CATA continues to monitor recently-developing legislation. Ecolane Software and Other Technology In 2014, BPT bought the rights to the Ecolane software package for use in the scheduling and dispatching of shared ride and other paratransit services, subsequently making the software available to transit systems across the state at no cost. Ecolane transitions all scheduling and dispatching processes to a paper-free model, with an algorithm that assigns passengers to vehicles, and moves passengers between vehicles for pick-up, by constantly reviewing vehicle locations and timing of previous pick-ups. CATA deployed the software in January 2015, with no real interruption to service or customers. As part of Ecolane deployment, BPT is requiring all shared ride systems to move to a mileage-based fare structure. This process could bring about new fares, and even some fare increases for CATARIDE customers. BPT extended the deadline for CATA to make these changes until July 2015 in order to more closely coordinate implementation with CATA’s fare change public input process, and to address issues with current fare media. The BPT is also moving to standardize the types of advanced technology programs that CATA has implemented through its contract with Avail Technologies over the past 10 years. CATA was a leader among its peers in introducing real-time transit information to the customer through the use of smart phones. Given a more standardized, regional approach, a “one size fits all” method imposed on all systems could be detrimental to CATA’s current programs. CATA has made major investments through Avail, and is satisfied with the product and support received from the Pennsylvania-based company. Avail Technologies currently contracts with 57% of the Class 3 transit properties in Pennsylvania, and 36% of the Class 4 properties. Seventy percent (70%) of the Class 3 buses are equipped with an Avail system, along with 47% of the Class 4 buses. CATA is represented on a statewide PPTA technology committee to both share its experience and to offer a perspective on why one standalone system may not be as optimal as using chosen providers like Avail to serve as technology integrators. According to BPT, Centre County is one of the last remaining counties in Pennsylvania to have two stand-alone shared ride providers. As a result, there has been increasing pressure for CATA and the CCOT to coordinate or consolidate the delivery of services. However, CATA only operates ADA paratransit and senior shared ride transportation, while the CCOT operates shared ride as well as number of social service related transportation programs. The provision of different services results in various sets of operating procedures and fares between the two entities. Moreover, CATA operates only within the boundaries of its member and contracted municipalities, while the CCOT provides services throughout all of Centre County, and in some cases outside the CATA Strategic Plan Update 2016 - 2026 247 county. The CCOT offers fewer hours than the hours provided by CATA. While coordination between the two agencies has been focused on using the Ecolane software and implementing a shared call center BPT may wish to see a closer level of coordination or consolidation, in keeping with their desire to form multi-county regional systems. Public – Private Partnerships Through Act 89, and other state legislation that encourages public-private partnerships (P3), BPT is working to implement a statewide P3 to build and maintain CNG compressor stations on transit properties that will, in most cases, include a public fueling station. Fuel purchases may also be consolidated in bulk at the PennDOT level, for systems throughout Pennsylvania. When this P3 was first introduced, CATA was not considered as a partner, as the CATA system is 100% CNGpowered with an existing compressor station. However, because portions of CATA’s fueling infrastructure are well past the end of their useful life, fuel facility upgrades were included in the scope of CATA’s building expansion and renovation. Project bids exceeded estimates, and there were no bids received on the fueling station improvements. For this reason, CATA was then included in the fueling P3 in order to replace the aging equipment. While the P3 project will be beneficial to CATA in terms of replacing the existing fueling infrastructure with newer, more efficient equipment, CATA and other funding partners will experience a neardoubling of fuel cost per diesel gallon equivalent, due to the pricing structure of the project. Part of the reason for the significant increase in fuel cost is because CATA does not include utility and recapitalization costs in the current CNG pricing model. Another intent of this P3 is to offer “outside the fence” public fueling. However, based upon safety and operational considerations, public fueling on CATA property would be extremely difficult to implement, without incorporating additional land to the existing facility. Additional land adjacent to the current site is currently not available. Local zoning was changed to allow CATA to stay on the existing parcel and to complete its renovation and expansion project by building multi-story buildings and reducing overall total building coverage, but does not allow for public fueling on this parcel. For nearly 20 years, CATA has assisted in the provision of public fueling through a CNG fuel line connection to a private pump at an adjacent gas station and convenience store complex. An agreement between CATA and the gas station covered the cost of the CNG and a small administrative fee. Nearly three years ago, the station changed ownership, and CATA has struggled to secure a similar agreement with the new owners. Just prior to bid opening for the CATA facility renovation and expansion project, a company called Clean Energy contacted CATA. Clean Energy had been contracted by the new owner of the gas station to maintain the CNG pump, and agreed to replace the infrastructure between the pump and CATA’s compressor at their own cost. CATA and Clean Energy were working towards a possible agreement, but because Clean Energy became a “shortlisted” firm for the statewide P3, CATA was instructed to discontinue all work on the agreements, and cease all communication with Clean Energy. As a result, Clean Energy will not be making any improvements to the gas station and related infrastructure. Until these fueling issues are resolved, CATA has limited ability to sign agreements with its municipal fueling partners, and also limited ability to purchase CNG past December 2016. Statewide Bus Procurement BPT is working with PPTA to facilitate a statewide bus procurement. In the past, CATA was unable to participate in such procurements, as there were no CNG buses in the specifications. With the move by BPT to increase the number of systems using CNG through the P3 project, CNG buses will be included within the upcoming procurement specifications. 248 Chapter 8 - Institutional, Regulatory, and Public Funding Environment At the completion of its building renovation and expansion project, CATA will have the ability to add articulated buses to its fleet. The statewide procurement, at this point, does not include articulated buses. CATA will have to consider whether to join the statewide procurement for standard buses, while acquiring the articulated buses on its own at a possible cost disadvantage, or to conduct an entire procurement separate from the rest of the state if BPT will allow it. A possible remedy is to request that BPT include articulated buses as an option for the statewide procurement, but currently only one bus manufacturer offers a CNG-powered articulated bus. CATA must be forward-looking and adaptable in addressing the direction provided by BPT, while meeting growing local customer needs and the desires of its member municipalities. In order to accomplish this, CATA must more closely analyze its infrastructure, rolling stock needs, and funding mechanisms. Local Funding and Community Relationships This section will describe funding levels and allocation at the local / municipal level. Local Match Funding Since its beginning, CATA has been supported by funding provided by municipalities – also known as local match. At the time of CATA’s formation, there was no federal transit funding, and any operating deficit was covered by a split of one-third local funds and two-thirds state funds. Since that time, federal funding has been provided for public transportation, and local match funding has continued to evolve. Currently, under the provisions of Pennsylvania Act 44 of 2007, the amount of local funding contributed annually to support transit service must equal 15% of the total state funding provided to the transit operators for that fiscal year. For most transit systems in Pennsylvania, this level of contribution represented a significant increase in local match when Act 44 was first approved, and would not be feasible in the short term future. Thus, the law capped any increase in required local match at 5% per year until the total amount of the local contribution reaches the 15% level. Because state funding is expected to increase going forward, it may take many years for the local funding amount to reach this 15% threshold. The state requirement for local match is aimed at ensuring that local entities pay a financial share for services funded primarily with state revenues. Only certain types of local funding are permitted to be used for this match, and any variation must be approved by PennDOT. If a transit system’s local match is more than required in a given year, those funds have to be expended in that year. In many transit systems across Pennsylvania, the local match comes from county government, because the systems are county-wide or more regional in nature. Because CATA’s service serves only the urbanized portion of Centre County around State College and Bellefonte, the local match is contributed by several municipalities in this area. Contributing municipalities currently include five member-municipalities that comprise the CATA Board of Directors (College, Ferguson, Harris and Patton Townships; and State College Borough), and four municipalities that contract for transit services (Benner, Halfmoon, Spring Townships; and Bellefonte Borough). Allocation of Local Match Shares and the Miller Formula The determination of how the required local match is allocated among CATA’s municipal funding partners is accomplished through the Centre Region Council of Governments (COG), which provides regional delivery of services to six municipalities, including the five member-municipalities that comprise the CATA Board of Directors. Each year, COG and the member municipalities review the proposed CATA Budget, with a focus on the municipal shares that comprise CATA’s local match. Local match allocation among municipalities is determined by an existing formula known as the Miller Formula CATA Strategic Plan Update 2016 - 2026 249 – named for its creator, former CATA Board chair Dr. James H. Miller. Although many indices were considered in an effort to determine how costs could be spread among member municipalities, the CATA Board settled on a formula that includes miles of service on routes in each of the municipalities, and then applying a layer of factors crediting the municipality for the productivity of the route and destinations of regional significance served by the route. Cost allocation is never an easy task, and although the Miller Formula has been questioned over the years, it currently remains as the most accepted method of dividing the local match funds. For the four nonmember municipalities that contribute to the CATA Budget through contracted services, the percentage share is applied only to the miles operated outside the Centre Region, without adjustments to reflect regional factors. Because the Centre Region COG’s budget review process is detailed and time-intensive, the discussions keep the local municipalities closely involved and knowledgeable of CATA’s performance standards and track record for delivering transit service. This approach historically resulted in municipal partners supporting CATA at higherthan-required local match levels. For example, during periods when service cuts were probable due to funding deficits at the state and federal level, the local municipalities supporting CATA agreed to pay a higher share in an effort to smooth year-to-year funding requests, and to help preserve a high level of service in the community. Recently, local match has hovered at approximately $500,000, or 3.78% of CATA’s total budget. Over the past three years, the COG Finance Committee and the municipalities have limited CATA to a 3% annual increase limit, as established for all the COG agencies. Due to each municipality’s past contributions at higherthan-required levels, CATA was able to accommodate this limit. However, each year CATA inches closer to needing the maximum 5% annual increase permitted by state legislation. For example, if the municipalities contribute only the minimum local match required in the FY 2015/16 budget year, each year thereafter a 5% annual increase in local share will be needed to match state funding, or CATA would not be able to leverage the full state funding amount and may be forced to implement service cuts. In FY 2014/15, every dollar of local match paid by the municipalities leveraged $9.82 in state funds plus $5.29 in federal funds. Recently, CATA and the municipal funding partners implemented a specific approach to plan for a needed increase in local match for CATA’s facility renovation and expansion project, and for the replacement of portions of the aging bus fleet. Working through the COG Finance Committee, the municipalities agreed to a five-year plan to increase local capital match by $25,000 in each year. In the sixth year, the capital match is expected to drop back closer to pre-2013 levels. However, the impacts of the loss of federal capital funding, as well as pending changes in legislation, may have unforeseen consequences on the level of local capital match needed in future years The current local match allocation process can have negative connotations for service planning. In the recent tight financial environment, the anticipated change in local match funding has had the effect of driving service planning decisions. For example, in municipalities where proposed increases in local match are viewed as too high, service changes can, in effect, be based on reducing local match, rather than a response to actual service needs. In some cases, service reductions may be made in the areas where the need of the riding public may be highest, especially given Centre County’s affordable housing issues. Routes serving areas of high community need may not be as productive and efficient as routes focused on serving corridors with a heavy concentration of residents who are Penn State University students. Accordingly, reductions in service made due to a municipality limiting its contribution can have proportionally larger negative effects on regional mobility and access to employment and other supportive services. This approach can conflict with the premise of using the Miller Formula to allocate local shares. The Miller Formula is based on the concept that public transportation is a regional service, and should be funded in a way that means service decisions are made for regional benefit, not based upon impact to individual municipalities. A municipality such as the Borough of State College, where CATA’s two main transfer points are located, experiences service growth as every route travels through the area. Moreover, a municipality with an important trip generator – such as the area’s medical or retail facilities – has a correspondingly higher level of trips to serve that generator. Areas with a greater transit mode share result in more miles needed to meet demand, but also 250 Chapter 8 - Institutional, Regulatory, and Public Funding Environment greater mitigation of traffic congestion. The Miller Formula captures route productivity and reflects important regional destinations as it allocates local match shares on a more collective basis, which has a positive effect on the overall service planning and budgeting processes. Conversely, a substantial portion of CATA staff and COG Finance Committee time is spent in the validation of the Miller Formula, and development of the formula is sometimes seen as a confusing process that is impossible for those outside of CATA to understand. CATA staff has started to invest more time in streamlining the local match process, educating municipal staff and elected officials about the Miller Formula, and inviting the municipalities’ finance officers to observe how local match shares are calculated. Under CATA’s Articles of Agreement, service can be provided to areas outside the boundaries of the five member-municipalities, but those contracted municipalities must pay the local match share based on the miles operated in their municipality, without adjustments to reflect the regional factors represented by the Miller Formula. This concept works best where there are contracted municipalities that connect the service to the Centre Region. As mentioned previously, these routes may not be the most productive, as they tend to be longer and cross through areas of lower population density. As CATA continues to evaluate a more regional approach due to needed community services being located beyond the five member-municipalities, and to connect Centre County residents with the Centre Region, this approach to allocating local match shares will continue to be strained, and may prove to be unsustainable in the long-term future. Pennsylvania State University Since taking over the operation of Penn State’s Campus Loop service in 1998, CATA has worked with the University in a successful partnership that meets the needs of both entities. Through a contract between CATA and Penn State, the LOOP and LINK transit services provide frequent transit service in and around the University Park Campus. In CATA’s FY 2014/15 budget, 27% of CATA’s ridership and 16.4% of revenue comes from the service provided through CATA’s contract for services with Penn State. As such, a disruption in this contractual relationship could be extremely detrimental to both CATA and the local community. Each year, CATA re-evaluates the campusoriented bus service looking for efficiencies, and shares data regarding ridership with Penn State in an effort to control costs and better serve the University community. Recent studies by the Chamber of Business and Industry of Centre County (CBICC) showed that Penn State University is by far the largest economic engine for the State College area. Because Penn State’s University Park Campus is located in the core of the community, service supported by Penn State assists in moving community residents to shopping and other opportunities in the downtown State College area, and reduces traffic congestion as well. The relationship between CATA and Penn State pays dividends to the community as a whole. Because CATA’s LOOP and LINK services are financed in part with funding provided by Penn State’s Office of Transportation Services, there is a keen awareness that as CATA successfully assists the University in reducing the number of vehicles parking on campus, revenues to Penn State also decrease. As Penn State continues to evaluate the balance between transit service, parking, and other transportation and larger University needs, the relationship with CATA will remain critically important. CATA’s relationship with Penn State has also realized benefits regarding ways that CATA can become more environmentally friendly. Penn State representatives have shown a willingness to assist CATA in becoming more environmentally-friendly, and these efforts ultimately bolster the University’s own environmental initiatives. As in any long-term corporate relationship, key individuals in each organization retire or move on to other endeavors. Penn State’s presidency has changed 5 times over the life of the CATA/University contractual relationship. Often this change in leadership changes overarching focus, but continuity at other high levels of CATA Strategic Plan Update 2016 - 2026 251 management at the University has allowed agreements between CATA and Penn State to mature, and a high level of trust to be formed. Over the years, regular meetings have been conducted to discuss issues, communicate changes or growth in programs, and to negotiate changes in the basic contract every three years. Key CATA staff meet with Penn State administrators each year, and these ongoing activities have produced a sustainable and mutually beneficial relationship. At the time of this writing, the relationship between CATA and Penn State remains strong despite ongoing staffing changes. Both sides see the service offered by CATA to be a partnership that assists the University in meeting key organizational objectives such as reducing the amount of cars on campus, and reducing the need to build parking structures, allowing for core campus property to be used to serve the mission of education. Negotiations are currently underway between CATA and Penn State on a new three-year contract to continue this important relationship. Community Partnerships At the local level, CATA enjoys a number of productive, cooperative relationships with governmental entities. In particular, close partnerships have been established with the municipalities served by CATA, the Centre Region COG, the Centre County Metropolitan Planning Organization (CCMPO), and the Centre County Office of Transportation Services (CCOT). The partnerships and cooperative relationships with these entities are often cited by federal and state officials as examples of best practices that could implemented by other public transportation providers. The relationships take many different forms. For example, municipal police departments assist CATA in dealing with behavioral issues of passengers riding the bus or at bus stops, and press charges seeking restitution when damage is done. Recently, officers trained to diffuse situations due to mental health issues have also been deployed to assist CATA when needed. CATA frequently works with the police, emergency responders, and municipal public works departments to plan for changes in service made necessary by road closures and other special events take affect transit routes. Another example of a beneficial community partnership is the municipalities’ solicitation of input from CATA about proposed subdivision and land development plans, specifically related to the provision of transit service and inclusion of amenities that facilitate that service. Over the past 15 years, CATA staff, working with the Centre Regional Planning Agency (CRPA) and the Centre County Planning and Community Development Office (CCPCDO), has reviewed numerous site plans. The review team looks for opportunities to include multi-modal amenities that allow for increased bus, pedestrian and bicycle connectivity to new or improved developments. This “complete streets” concept benefits the entire community, and has recently been used by municipalities as a method to reduce parking requirements for developers who enter into a pass agreement with CATA for residential construction. These pass agreements use a capacity pricing model, and provide funding to improve service for all community residents living along the applicable route. Another unique relationship that exists between CATA and the CRPA is the sharing of a transportation planner, using funding provided by the CCMPO and CATA. This practice allows for closer alignment in long range planning processes, grant writing, and the review of site plans. The CATA/CRPA partnership facilitates better local understanding of public transportation needs and projects in the CCMPO’s long range transportation planning process, and has produced project prioritization processes that allow transit projects to be competitive with highway and bridge projects. Lack of equal weight and priority for transit projects is often cited as an issue by both transit systems and metropolitan planning organizations across the country, but is less of an impediment in Centre County. The services provided through the shared transportation planning position have enabled CATA and the CCMPO to successfully compete for supplemental planning funds to prepare several specialized transit planning studies. The results and recommendations included in the State College Area Universal Transit Access Study, 252 Chapter 8 - Institutional, Regulatory, and Public Funding Environment the Moshannon Valley Park and Ride Lot Study, Intermodal Transportation Center Site Location Study, and an assessment of demand-responsive transit services provided by CATA and the CCOT have all helped local officials plan for current and future transit needs in the community. In 2014, the Federal Highway Administration (FHWA) and PennDOT conducted a review of the CCMPO’s transportation planning process. One of the recommendations of the review is that CATA, the CRPA and the CCMPO update the cooperative planning agreements that currently provide the framework for the shared transportation planning position, and detail the respective responsibilities for conducting public transportation planning activities. The update is intended to accurately document the collaborative planning processes, adequately reflect the various respective and mutual roles, responsibilities, and procedures needed to carry out the required federal and state transportation planning processes. Stability in CATA’s management team and the team’s leadership has helped to build and grow the cooperative relationships that help the community make decisions about the provision of public transportation service. Downtown Customer Service Center In 2005, CATA began operating a portion of its customer service function from a location near the College Avenue/Allen Street transfer point in downtown State College. This customer service center was constructed with federal grant funds as part of the Schlow-Centre Region Library renovation and expansion project. Because of construction activities at CATA’s Operations and Maintenance facility, this office currently provides all customer interface outside of the daily interactions between CATA’s passengers and bus operators. The downtown office space allows for the purchase of fare media, retrieval of lost and found items, and passenger education. The downtown office’s hours of operation have increased because of the consolidation of all customer service staff at this location. CATA and Schlow-Centre Region Library staff also continue to work on joint projects, such as an art installation near the corner of the building. The statue of an older individual reading a bus schedule on a smart phone while listening to earphones has been used to promote the success of both agencies’ ability to implement joint community projects. Key Findings and Questions – Institutional and Regulatory Environment As data and information regarding CATA’s institutional and regulatory environment was compiled, analyzed, and discussed both at a staff level and with the project management team (PMT), several key findings and questions became apparent that may have implications for future strategic initiatives and/or provide other valuable supporting data. These include the following, in order of discussion rather than particular order of importance or priority: • CATA enjoys a level of trust and stability with its partners that has allowed it to be creative in meeting community needs. This stability faces a number of hurdles over the next few years, including fundamental changes in funding sources, balancing the needs for community growth against capital and funding resources, and changes in long-term relationships due to staffing changes and retirements. Going forward, CATA will need to maintain existing relationships, and build new ones with legislators, managers, and rank-and-file staff. • The challenges of a changing funding landscape underscore the need for CATA to become more financially self-sustaining and productive. • Given the trend toward more specialized funding sources at both the federal and state level, grant writing is going to be even more important in the future. A focused and defined team approach CATA Strategic Plan Update 2016 - 2026 253 should be developed, even further beyond the current process, to build increased competency and competitiveness, particularly at the national level. • A key in dealing with ongoing, cyclical uncertainty at the federal and state levels – particularly with respect to funding and oversight – may be to develop a well-defined set of “if-then” actions for a number of contingencies as part of the strategic actions. • The current trend points to a greater level of oversight at the state level, including in the areas of procurement and service delivery. How can CATA satisfy increasing regulatory and operational expectations from PennDOT, while preserving the unique and cutting edge business practices that have yielded its success? Staff already holds a brainstorming retreat annually to evaluate and generate creative solutions to both ongoing and emerging challenges. Additionally, the Board meets annually to apply a policy level of oversight to these proposed solutions. The long-term strategic initiatives should be revisited on a regular basis to adjust to quickly changing environments. • Current trends at the state level also point to increasing coordination (and perhaps consolidation) with neighboring transit providers. How can CATA get and stay ahead of this trend through voluntary actions, in a way that preserves CATA’s successful business practices? • The loss of discretionary and competitive capital funds under MAP-21 was to CATA’s detriment, as the difference cannot be made up through state sources of capital funding, and CATA’s federal formula funding has historically been used for operating expenses. • Increasing regulatory requirements are consuming increasing amounts of management and staff time, impact agency policy decisions, and have even necessitated the hiring of several additional staff personnel. It is anticipated that these trends will continue. • It seems clear that a greater and sustained effort in education and outreach will need to take place with local elected officials as it relates to the local match requirements, the Miller Formula, and the annual service planning process. • The cooperative approach to planning activities between CATA, the CRPA, and the CCMPO must be periodically re-evaluated to ensure that the needs of all three organizations are being met effectively. • The goal of CATA’s ongoing relationship with Penn State University will be to meet the key organizational objectives of reducing the amount of cars on campus, and reducing the need to build parking structures, in a manner that is mutually beneficial to both parties. 254 Chapter 8 - Institutional, Regulatory, and Public Funding Environment CATA Strategic Plan Update 2016 - 2026 255 Chapter 9 Determination of Strategic Actions Based on the presentation and analysis of information contained in Chapters 1 through 8, the key findings summarized at the end of each chapter, discussion by the project management team, and a thorough ranking process of criteria and potential strategic action by key staff members as well as the CATA Board of Directors using paired comparison software, the purpose of this chapter is to describe the process taken to better align CATA administration and operations with its organizational strengths, community needs, available resources, and projected changes within the service area and Centre County in general. The Decision Lens Process With nearly 30 potential strategic actions identified through the development of the previous eight chapters, balanced against limited resources, CATA needed some method to determine which actions were the most critical. Decision Lens is a prioritization and resource optimization software solution that utilizes an automated series of paired comparisons (“A” against “B”, “B” against “C”, “A” against “C”, etc. until all alternatives have been compared against each other) to enable organizations to make critical decisions. The software is based upon a structured framework that allows users to put their goals and objectives at the center of the decision process. The criteria are then prioritized in order to assess the people, projects, resources or ideas that are being evaluated. While members of the CATA Board of Directors were brought together to evaluate and rank rating criteria, key CATA staff members were able to evaluate potential strategic objectives on their own timeline, from the convenience of their own office or home. In CATA’s case, Decision Lens staff members provided facilitation and analytical services for both the Board and staff processes. Decision Lens team assisted a number of government entities through strategic planning initiatives. In addition to CATA, Decision Lens strategic government clients have included such agencies as the Joint Chiefs of Staff, the United States Army – Installation Management Command, the United States Navy – Navy Installations Command, the Department of Homeland Security, the Federal Aviation Administration (FAA), Amtrak, the State of Washington, and the City of Houston. CATA’s Decision Lens services were provided through the CCMPO’s contacts in PennDOT Central Office in Harrisburg. For several years, PennDOT has maintained an open-end Decision Lens contract on their own behalf as well as that of partner agencies. Evaluation Criteria The first step in building the Decision Lens model was to agree upon and rank, in order of priority, the evaluation criteria by which all potential strategic initiatives would later be judged. The following evaluation criteria and sub-criteria (“parent” and “child” criteria, as referred to by Decision Lens personnel), come directly from the annual list of priorities generated by the CATA Board of Directors, and were agreed upon by key CATA staff members, generally those in director-level positions within the organization: 256 Chapter 9 - Determination of Strategic Actions • Strengthen financial health −− Reduce operating costs −− Generate revenue −− Ensure stability of funding • Deliver superior transit service −− Meet future demand with service that is sustainable −− Improve reliability of service −− Enhance regional mobility −− Relieve overcrowding • Increase CATA operating efficiency and effectiveness −− Improve employee safety −− Enhance productivity of CATA organization −− Manage agency and assets efficiently −− Reduce environmental impacts • Make CATA an outstanding employer −− Attract qualified candidates −− Develop CATA workforce −− Nurture a positive work environment • Deliver a positive customer experience −− Improve communication with customers −− Maximize value of customer service facilities −− Enhance customer safety −− Impact to image and branding The next step was for key CATA staff to establish firm definitions for, and assign rating scales and values to, each “child” criterion. The priority values given to each “child” criterion would then make up the aggregate priority value of each “parent” criterion. Some of the criteria definitions were pulled directly from other projects involving the Decision Lens software, while others were customized to CATA. Definitions, values, and ratings scales were assigned in the following manner: • Reduce operating costs – This criterion assesses the extent to which the strategic action reduces operating costs. Rating Major impact Strong impact Moderate impact Marginal impact No impact Value 1 0.5 0.25 Scale Definition Major reduction in operating costs (10%) Significant reduction in operating costs (5-10%) Moderate reduction in operating costs (<5%) 0.13 0 Marginal reduction in operating costs No reduction in operating costs CATA Strategic Plan Update 2016 - 2026 257 • Generate revenue – This criterion assesses the extent to which the strategic action generates incremental net revenue. Rating Major impact Strong impact Moderate impact Marginal impact No impact Value 1 0.5 0.25 0.13 0 Scale Definition High level of additional revenue Significant level of additional revenue Moderate level of additional revenue Marginal level of additional revenue No increase in revenue • Ensure stability of funding – This criterion assesses the extent to which the strategic action ensures a more stable funding outlook for the agency. Rating Very high High Moderate Very low Low Value 1 0.5 0.25 0.13 0 Scale Definition Ensures funding that is both significant and continuing Ensures funding that is significant, but may be time limited Ensures funding that is moderate and continuing Ensures funding that is moderate, but may be time limited No effect on the stability of funding for the agency • Meet future demand with service that is sustainable – This criterion assesses the extent to which the strategic action can meet demand with service that has long-term viability. Rating Exceptional Value 1 Very good 0.5 Acceptable 0.25 Marginal 0.13 Unacceptable 0 Scale Definition Meets the needs identified, and can be expected to be sustainable for 5 or more years Meets the needs identified in a manner that can be sustained until a better solution can be developed Meets the needs identified, and can be expected to be sustainable for 2 or more years Meets the needs identified as a demonstration or research project, and may need to be re-tooled in order to be sustainable Doesn’t meet the needs identified, and sustainability is not expected • Improve reliability of service – This criterion assesses the extent to which the strategic action provides maintenance and replacement of capital assets to minimize service disruptions and subsequent delays, for example, bus rehabilitation programs and equipment upgrades. 258 Rating Major impact Value 1 Strong impact Moderate impact Minimal impact No impact 0.5 0.25 0.13 0 Scale Definition Directly improves reliability in a consistent and sustained manner for all affected riders Directly improves reliability for a majority of riders Moderately improves reliability for a subset of riders Minimal impact on service reliability No impact on service reliability Chapter 9 - Determination of Strategic Actions • Relieve overcrowding – This criterion assesses the extent to which the strategic action relieves overcrowding on existing service, for example, through fleet expansion, station capacity expansion, and additional service frequency. Rating Major impact Strong impact Moderate impact Value 1 0.5 0.25 No impact 0 Scale Definition Addresses areas where current capacity routinely doesn’t meet demand Addresses areas where current capacity frequently doesn’t meet demand Addresses areas where current capacity occasionally doesn’t meet demand No impact on overcrowding • Improve employee safety – This criterion assesses the extent to which the strategic action can improve safety for CATA employees. Rating Exceptional Very good Acceptable Marginal Unacceptable Value Scale Definition 1 Proactive safety system promoting continuous exceptional improvements in employee safety 0.5 Proactive safety system promoting continuous very good improvements in employee safety 0.25 Acceptable continuous improvements in employee safety 0.13 Marginal increases in the safety of employees 0 No impact on employee safety • Enhance productivity of CATA organization – This criterion assesses the extent to which the strategic action enhances the productivity of CATA employees and offices. Rating Major impact Strong impact Moderate impact Marginal impact Value 1 0.5 0.25 0.13 Unacceptable 0 Scale Definition Could have a major impact on productivity Could have a strong impact on productivity Could have a moderate impact on productivity May have a negative impact on productivity in this area, but is still seen as a favorable action May have a negative impact on productivity in this area, and could be seen as an unfavorable action CATA Strategic Plan Update 2016 - 2026 259 • Manage agency and assets efficiently – This criterion assesses the extent to which the strategic action rehabilitates, reconstructs, or replaces assets based on life cycle data, conditions, and usage. Includes application of asset management techniques to efficiently run the organization. Assets include facilities, structures, vehicles, operational systems, equipment, and technology infrastructure. Activities may include, for example, mid-life rehabilitation of fleet vehicles, rehabilitation of elevators/escalators, parking lot maintenance, etc. Rating Major impact Strong impact Moderate impact No impact Negative impact Value Scale Definition 1 Could have a major impact on improving asset life, productivity / utilization, and safety 0.5 Could have a strong impact on improving asset life, productivity / utilization, and safety 0.25 Could have a moderate impact on improving asset life, productivity / utilization, and safety 0.13 Does not improve asset life, productivity / utilization, and safety, but is seen as a necessary action 0 Reduces asset life, productivity / utilization, and safety • Reduce environmental impact – This criterion assesses the extent to which the strategic action employs technologies and assets that reduce pollution and the consumption of natural resources, for example, hybrid buses, LEED-certified construction, and regenerative braking. Rating Major impact Strong impact Moderate impact Minimal/no impact Value 1 0.5 0.25 0 Scale Definition Major reduction in environmental threats or liabilities Significant reduction in environmental threats or liabilities Moderate reduction in environmental threats or liabilities Minimal or no reduction in environmental threats or liabilities • Attract qualified candidates – This criterion assesses the extent to which the strategic action helps CATA attract qualified candidates to its workforce. Rating Exceptional Very good Acceptable Neutral/no impact Negative impact Value 1 0.5 0.25 0.13 0 Scale Definition Strongly increases CATA’s image as an employer of choice Moderately increases CATA’s image as an employer of choice Minimally increases CATA’s image as an employer of choice Does not increase CATA’s image as an employer of choice Decreases CATA’s image as an employer of choice • Develop CATA workforce – This criterion assesses the extent to which the strategic action supports workforce development through improving assets and providing opportunities for career growth and professional excellence. This includes state-of-the-art facilities, vehicles, systems, and equipment (see follwoing page). 260 Chapter 9 - Determination of Strategic Actions Rating Major impact Strong impact Moderate impact Marginal impact No impact Value 1 0.5 0.25 0.13 0 Scale Definition Major impact on workforce development Strong impact on workforce development Moderate impact on workforce development Marginal impact on workforce development No impact on workforce development • Nurture a positive work environment – This criterion assesses the extent to which the strategic action creates and maintains a positive work environment for CATA employees. Rating Strong positive impact Value Scale Definition 1 Significantly benefits the employee’s work environment, and significantly reduces employee turnover Moderate positive impact 0.5 Mildly benefits the employee’s work environment, and mildly reduces employee turnover Minimal positive impact 0.25 May have some benefit to the employee’s work environment, and may slightly reduce employee turnover Neutral / no impact 0.13 No impact on the employee’s work environment, or in reducing employee turnover Negative impact 0 Negative impact on the employee’s work environment, and may increase employee turnover • Improve communication with customers – This criterion assesses the extent to which the strategic action helps to deliver convenient access to timely and accurate information regarding travel modes, schedules, facilities, and service disruptions. Rating Major impact Strong impact Moderate impact Neutral / no impact Negative impact Value 1 0.5 0.25 0.13 0 Scale Definition Major impact on improved communication with customers Strong impact on improved communication with customers Moderate impact on improved communication with customers Is neutral or has no impact on improved communication with customers Negative impact on communication with customers • Maximize value of customer service facilities – This criterion assesses the extent to which the strategic action helps to create facility and vehicle improvements that ease the use of services, and improve asset condition and ride quality. Rating Strong impact Moderate impact Marginal impact Neutral / no impact Value 1 0.5 0.25 0.13 Negative impact 0 Scale Definition Strong impact leading to increased reliability, capacity, and use Moderate impact leading to increased reliability, capacity, and use Marginal impact leading to slightly increased reliability, capacity, and use Is neutral or has no impact on customer service or rider facilities leading to increased reliability, capacity, and use Has a negative impact on customer service or rider facilities leading to decreased reliability, capacity, and use CATA Strategic Plan Update 2016 - 2026 261 • Enhance customer safety – This criterion assesses the extent to which the strategic action enhances the physical safety of CATA customers. Rating Strong positive impact Moderate positive impact Minimal positive impact Neutral / no impact Negative impact Value 1 0.5 0.25 0.13 0 Scale Definition Significantly increases customer safety Moderately increases customer safety Minimally increases customer safety Is neutral or has no impact on customer safety Has a negative impact on customer safety • Impact to image and branding – This criterion assesses the extent to which the strategic action has a positive impact on the CATA image or brand. Rating Strong positive impact Moderate positive impact Minimal positive impact Neutral / no impact Negative impact Value 1 0.5 0.25 0.13 0 Scale Definition Strong positive impact on CATA image or brand Moderate positive impact on CATA image or brand Minimal positive impact on CATA image or brand Is neutral or has no impact on CATA image or brand Has a negative impact on CATA image or brand Once the evaluation criteria were agreed upon – along with the rating scales, definitions, and values – Decision Lens personnel were able to build this information into CATA’s model for relative ranking by the CATA Board of Directors. On March 31, 2015, all five members of CATA’s Board of Directors were present for a special work session to complete their collective rating of the evaluation criteria. Board members spent about half an hour receiving instruction from Decision Lens personnel on the use of the automated model, and the remaining two and a half hours of the session applying individual ratings to each of the “child” criteria, assisted by collective discussion among themselves, with Decision Lens personnel, and with CATA staff. This discussion proved to be invaluable, as it assisted with the learning curve associated with the software – questions about rating scales and values – and allowed Board members to explain to one another their own justification for the ratings assigned. In short, it allowed for greater understanding between participants. At the end of the session, “child” evaluation criteria were ranked accordingly by the collective opinion of the CATA Board of Directors, with the “parent” criteria rankings being aggregated from the rankings of the “child” criteria falling under each: • Strengthen financial health (.335) −− Ensure stability of funding (.541) −− Generate revenue (.353) −− Reduce operating costs (.106) • Deliver superior transit service (.240) −− Meet future demand with service that is sustainable (.507) −− Enhance regional mobility (.265) −− Improve reliability of service (.147) −− Relieve overcrowding (.081) 262 Chapter 9 - Determination of Strategic Actions • Increase CATA operating efficiency and effectiveness (.160) −− Improve employee safety (.332) −− Enhance productivity of CATA organization (.294) −− Manage agency and assets efficiently (.259) −− Reduce environmental impacts (.115) • Make CATA an outstanding employer (.146) −− Attract qualified candidates (.435) −− Nurture a positive work environment (.310) −− Develop CATA workforce (.254) • Deliver a positive customer experience (.118) −− Improve communication with customers (.399) −− Maximize value of customer service facilities (.224) −− Enhance customer safety (.216) −− Impact to image and branding (.160) “Strengthen financial health” was ranked as the most important criterion, with “ensure stability of funding” being the most significant component of that criterion. This was followed by “deliver superior transit service”, of which “meet future demand with service that is sustainable” was the most significant component. “Increase CATA operating efficiency and effectiveness” was assigned about half of the weight as the most important criterion, with other criteria ranking lower on the overall scale. The ranking of all “parent” and “child” criteria would determine the appropriate weighting given during the ranking of all potential strategic initiatives by key CATA staff, as described in the following section. Potential Strategic Initiatives The next step in building the Decision Lens model was to rank, according to the perceived effectiveness with respect to each of the evaluation criteria, a number of potential strategic initiatives for CATA. These potential initiatives were culled from the “key findings and questions” section at the end of each previous chapter of the strategic plan update, as well as from the initiatives suggested during the key stakeholder interview process. They were agreed upon by key CATA staff members, generally those in director-level positions within the organization. These potential strategic initiatives include the following, in no particular order of priority: • Meeting the growing need outside the current service area – Determine desire to meet unmet needs outside the current CATA service area / region – Operational strategy • Meeting the unmet need within the current service area – Determine process by which to evaluate service requests and service growth within CATA’s current service area – Operational strategy • Study how to set fares and contract rates (inside and outside the region) – Conduct a study to examine how CATA sets rates and grows the apartment complex program, determines hourly rates for programs such as the Penn State service, strategically test universal access where desired, as well as the fare media and pricing used across the system – Financial strategy • Evaluate local match shares process – Consider local match process if growth continues outside the current member municipalities – Financial strategy • Building reserves (capital) – Determine importance of building a capital reserve – Financial strategy CATA Strategic Plan Update 2016 - 2026 263 • Building reserves (operational) – Determine importance of building an operating reserve – Financial strategy • Determine adequacy of fleet to support plans (capital) – CATA has worked hard over the last five years to replace 40 aging buses, and add five cutaways to the fleet. Spare ratios have been as low as six percent and currently hover at about 12 percent. CATACOMMUTE is in a holding pattern due to a lack of rolling stock, and CATA doesn’t have enough service vehicles to meet need. How does CATA determine adequate fleet levels to meet current and future need? – Capital strategy • Determine adequacy of personnel to support plans (operating) – CATA has always been considered a lean organization when it comes to staffing. How does CATA determine adequate staffing levels to meet growing service needs in the community? What and how much is CATA willing to sacrifice? – Operational strategy • Identify resources to pursue grant opportunities – As federal funding resources wane, how do we pursue non-traditional funding sources through grants outside of the FTA and PennDOT – are there ways to partner with others in the community to meet these needs? – Financial strategy • Revisit ADA eligibility – Where possible, move individuals off of paratransit to fixed route service by revisiting ADA eligibility now that CATA’s fleet is 100% accessible. This could be done by examining other activities such as functional capacity exams, travel training, working with the area’s human services agencies to move people to the highest level of independence – Operational strategy • Determine accessibility of service – Study the system’s fleet and passenger amenities in order to make it highly possible for individuals of all abilities to utilize fixed route services – Capital / operational strategy • Separation of ADA and shared ride – Determine model to provide CATARIDE service. Possible outcomes could be separating ADA paratransit and shared ride policies and procedures, considering whether or not to continue in our current contractual model, evaluate strongly pursuing coordination or consolidation with the county system – Operational strategy • Determine service model (CATACOMMUTE) – Develop long-range plan for the growth and sustainability of the CATACOMMUTE program as it pertains to CATA’s overall mission, including possible outsourcing of some or all program elements – Operational strategy • Determine process for service growth – Develop policy and process to roll out service growth. Determine comfort level with pilot projects, service sustainability over a set period of time, cost to provide the service, performance metrics and time period by which a new service must meet those measures – Operational strategy • Determine and prioritize internal technologies – Focus inwardly to improve technology use for internal staff functions such as run cutting, payroll, fleet and inventory management and website and social media management to increase productivity and efficiency – Technology • Determine commitment to customer-focused technologies – Reduce priority focus on customer-based technology in order to update on the automation of internal processes – Technology 264 Chapter 9 - Determination of Strategic Actions • Determine proper balance between university and community service – Determine CATA’s future mission to answer this question. Under consideration would be: Do we reduce service that makes sense financially in order to serve passengers and communities based on our philosophical identity? Can these communities be served without the financial stimulus of serving the university community? How do we make decisions in lean times regarding service levels? To what extent should service be driven by the university calendar? – Operational strategy • Determine need for downtown intermodal center – Lack of a downtown intermodal center can affect the customer experience, and system effectiveness in the areas of route connections and operational efficiencies for breaks and transition of the bus between shifts. In addition, such a center could serve as a connection with other modes of transportation such as intercity bus and taxi. Board and staff should determine to what level they are comfortable in operating without a center, or in pursuing one. Such a center could both increase efficiency, and cost of running the service based on location and size – Operational strategy • Assess (scope, impact) responsiveness to growing needs – CATA is entering an era of increased external demands. Growth continues within the current region’s boundaries, but affordable housing issues mean increasing requests to grow to better serve the entire county, and pressure is building to serve a regional model across the state. Can the system be nimble to change service models, cost and funding models and organizational governance in order to operate and capitalize new models of service and structure? – Capital / operational strategy • Study models for service outside core service area – Conduct a study to determine service models for use in areas of lower population densities, and challenging service environments. This could include areas currently served by fixed route with lower than adequate performance metrics – Operational strategy • Maintain clean buses, shelters, and facilities as we grow – Currently CATA cleans its fleet interiors and passenger amenities by campaigning the system twice a year during reduced service. Capital funding to replace passenger amenities has been limited, and the system moves and retains these assets well beyond useful life. In some instances, this results in increased staff time and image issues. Is this adequate now, and will it continue to be adequate as the system grows? – Operational strategy • Determine direction of passenger amenities – Develop a policy on amenity levels and design for cohesive system-wide approach when it comes to bus stops, shelters, and technology. Investigate amenities such as park and ride lots, solar lighting and other concepts not currently in use – Operational strategy • Develop local service metrics policies – Develop service metrics to determine organizational success and drive organizational improvement. In some cases, these metrics could be used to determine service levels and areas served, as well as where to make additional investments – Operational strategy • Improve public input process – Once a year, CATA holds a meeting to ask for input from the public. There is a national move to improve the quality and quantity of the public input process to better design and implement service. Should CATA consider a stepped-up public input model for use in service planning, placing amenities, developing policies and practices, etc.? – Operational strategy • Position CATA as partner across the state for training – With its central location, and a soon to be completed training area, CATA could position itself as the training center for PPTA and PennDOT for transit across the state. This could also position CATA for eligibility for workforce development grants – Capital/operational strategy CATA Strategic Plan Update 2016 - 2026 265 • Determine if we move beyond CNG (‘cutting edge’ or ‘bleeding edge’?) – Determine policy-level commitment to greener fleet models and structures, balanced against cost and efficiencies – Capital/ operational strategy • Develop succession planning for front line employees – Over the next 10 years, CATA will see a number of long-time employees retire in areas such as maintenance, operations supervision, and the driver core. Should CATA develop programs to train and or transition employees to make them ready to fill those vacancies? – Capital/operational strategy The overwhelming majority of the proposed strategic initiatives (14 out of 27) centered around transit operations, followed to a much lesser extent by financial strategies (5 out of 27), combined capital and operations strategies (5 out of 27), technology strategies (2 out of 27), and pure capital strategies (1 out of 27). This reflects the need for strategic priorities to guide CATA’s daily operational decision-making, though not at the expense of decision-making in other areas. Key CATA staff – mainly at the manager and director level of the organization – were given several weeks in late March into mid-April, 2015 to rate each of the proposed strategic initiatives against the weighted evaluation criteria. The goal was to produce a ranked, weighted list of the most vital proposed strategic initiatives to pursue over the coming 10 years. CATA staff participating in the rating exercise included the following: • • • • • • • • General Manager Director of Information Services Director of Finance Director of Transportation Director of Human Resources and Compliance Maintenance Manager Public Relations Manager Operations Manager Following the end of the rating period, CATA staff participating in the rating exercise were brought into a validation meeting with Decision Lens and PennDOT personnel on April 16, 2015. The purposes of this session were to review the aggregate ratings, discuss the aggregate ratings with the largest degree of variance – starting at the top 10% and moving on to the next 10% - modify individual ratings as each rater felt to be appropriate, and review the final results. One of the chief concerns raised during this session was a potential phrasing issue in some of the proposed strategic initiatives. The source of the confusion was the use of the words “evaluate” or “study” a given issue as this evaluation or study might relate to assuming an outcome. The consensus of the group of raters seemed to be that assumption of an outcome of study or evaluation was most appropriate to the exercise. As such, CATA gained some valuable insight that can be used in constructing any subsequent Decision Lens models. Moreover, individual raters had the opportunity to discuss and potentially change their assessment of proposed strategic initiatives. This resulting discussion among staff members proved to be quite dynamic, revealing much about the thought process of individual raters, and served to more finely hone a set of organizational priorities. This discussion resulted in the modification of some, but not most, of the individual ratings, and thus preserved the individual thought process rather than devolving into “groupthink”. Following this validation session and discussion, the ranked, weighted list of potential strategic initiatives – in order of aggregate score – was as follows: 266 Chapter 9 - Determination of Strategic Actions SCORE .538 .434 .393 .376 .372 .366 .360 .346 .342 .341 .331 .327 .276 .275 .272 .264 .262 .247 .247 .233 .224 .221 .212 .186 .182 .163 .157 POTENTIAL STRATEGIC INITIATIVE Determine process for service growth Determine adequacy of fleet to support plans (capital) Determine proper balance between university and community service Building reserves (capital) Study how to set fares and contract rates (inside and outside the region) Determine need for downtown intermodal center Building reserves (operational) Identify resources to pursue grant opportunities Determine and prioritize internal technologies Develop local service metrics policies Determine service model (CATACOMMUTE) Determine adequacy of personnel to support plans (operating) Determine commitment to customer-focused technologies Develop succession planning for front line employees Evaluate local match shares process Meeting the unmet need within the service area Position CATA as partner across the state for training Determine accessibility of service Revisit ADA eligibility Assess (scope, impact) responsiveness to growing needs Meeting the growing need outside the current service area Separation of ADA and shared ride Study models for service outside core service area Determine direction of passenger amenities Maintain clean buses, shelters, and facilities as we grow Improve public input process Determine if we move beyond CNG ('cutting edge' or 'bleeding edge'?) An examination of the aggregate scores for each of the potential strategic initiatives reveals significant natural breaks after “determine process for service growth”, “determine adequacy of fleet to support plans (capital)”, and “determine adequacy of personnel to support plans (operating)”. This would seem to underscore the consensus importance of the first two potential strategic initiatives, and, to a lesser extent, that of the subsequent 10 initiatives. CATA Strategic Plan Update 2016 - 2026 267 Chapter 10 The CATA Strategic Plan Based on the Decision Lens process (described in Chapter 9) intended to better align CATA administration and operations with its organizational strengths, community needs, available resources, and projected changes within the service area and Centre County in general, this chapter summarizes the results of the previous chapters, and provides a list of five overarching strategic actions to guide decision-making at CATA over the next ten years. Packaging of Potential Strategic Initiatives and Board Validation Building upon the ranking of potential strategic initiatives, as well as the natural breaks between rankings, and the interconnectedness of several groups of initiatives, key CATA staff grouped the ranked potential strategic initiatives as follows. These groupings were formed in advance of a validation session with the CATA Board of Directors: 268 GROUP SCORE POTENTIAL STRATEGIC INITIATIVE 1 .469 .449 .366 .319 .305 .209 .195 Determine process for service growth Determine adequacy of fleet to support plans (capital) Determine adequacy of personnel to support plans (operating) Determine proper balance between university and community service Study how to set fares and contract rates (inside and outside the region) Assess (scope, impact) responsiveness to growing needs Study models for service outside core service area 2 .386 .308 Determine and prioritize internal technologies Determine commitment to customer-focused technologies 3 .362 Develop local service metrics policies 4 .335 Develop succession planning for front line employees 5 .325 .315 Building reserves (operational) Building reserves (capital) 6 .293 Identify resources to pursue grant opportunities 7 .291 Determine service model (CATACOMMUTE) Chapter 10 - The CATA Strategic Plan 8 .281 Meeting the unmet need within the service area 9 .262 Determine accessibility of service 10 .360 .232 Determine need for downtown intermodal center Determine direction of passenger amenities 11 .227 Evaluate local match shares process 12 .225 Meeting the growing need outside the current service area 13 .215 .211 Separation of ADA and shared ride Revisit ADA eligibility 14 .179 Determine if we move beyond CNG ('cutting edge' or 'bleeding edge’?) A Board validation session was held on May 7, 2015. Most members of the CATA Board of Directors were in attendance. At this session, Board members had the opportunity to review and comment upon the ranking of potential strategic initiatives conducted by key CATA staff. Though the Board members had no material objection to the ranking of potential strategic initiatives – as presented above – they did suggest that three initiatives (“position CATA as partner across the state for training”, “maintain clean buses, shelters, and facilities as we grow”, and “improve public input process”) be taken out of the list of strategic initiatives and be classified as “best practices”, that is, efforts that should be continued and advanced for the good of the organization, regardless of strategic direction. Moreover, Board members suggested that staff separate out the top five groups for pursuit over the coming ten-year period, leaving the remainder of the items for such time as higher priorities are completed, and/or funds are made available. The CATA Strategic Plan At the June 1, 2015 regular CATA Board of Directors meeting, Board members in attendance were successful in distilling the top tier of ranked and bundled potential strategic initiatives, identified through the key findings of each chapter and prioritized through the Decision Lens process, into a concise list of overarching strategic directions to summarize the strategic plan update, as follows: • • • • • Address growth prudently; Advance technologically; Plan for succession; Build reserves; and Enhance the use of metrics. An explanation of how each of these overarching strategic directions ties back to the ranked and bundled potential strategic initiatives and the key findings and questions from each chapter is presented on the following pages. Also presented is a description of necessary implementation tasks, the time period for the initiative, the lead entity for implementation, potential funding sources, and other comments. CATA Strategic Plan Update 2016 - 2026 269 Address Growth Prudently Strategic Initiative This strategic direction summarizes how CATA will adapt to a growing service area population and increasing demand for service in the face of financial and equipment challenges. It includes the following ranked and bundled strategic initiatives: • • • • • • • Description of Implementation Task(s) Determine process for service growth Determine adequacy of fleet to support plans (capital) Determine adequacy of personnel to support plans (operating) Determine proper balance between university and community service Study how to set fares and contract rates (inside and outside the region) Assess (scope, impact) responsiveness to growing needs Study models for service outside core service area Initiate a study that answers the questions outlined in this strategic initiative, and provides options for changes in assumptions and conditions. Accommodate scenario planning principles (“what if?” and “if-then”) where possible. Develop a service development and implementation process based upon the study results. Evaluate the implementation over time and make continuous process improvements. Time Period Years 1-4 Lead Entity Consultant-led, CATA-managed, with participation from CCMPO Potential Funding BPT, MPO, CATA, Other possible grant sources Comments This is probably the most critical initiative in terms of guiding strategy and decisionmaking, and is expected to take the longest to complete, use the most resources, and involve the most stakeholders. This effort is needed to inform the implementation of other initiatives. This strategic initiative is tied directly to key findings and questions from Chapters 2 (“Current CATA Operations”), 3 (“Local Inventory of Surface Transportation Services”), 4 (“Service Area Characteristics”), 5 (“Key Stakeholder Involvement”), 6 (“Rider and Non-Rider Involvement”), 7 (“Projections”), and 8 (“Institutional and Regulatory Environment”). It is also most closely tied to the “strengthen financial health”, “deliver superior transit service”, “increase CATA operating efficiency and effectiveness”, and “deliver a positive customer experience” criteria. 270 Chapter 10 - The CATA Strategic Plan Advance Technologically Strategic Initiative This strategic direction summarizes how CATA will use both internal and customerfocused technologies to improve management, operations, and customer relations. It includes the following ranked and bundled strategic initiatives: • Determine and prioritize internal technologies • Determine commitment to customer-focused technologies Description of Implementation Task(s) Develop, update, and, where needed, implement the recently-updated technology plan, and develop an information technology (IT) / advanced public transportation systems (APTS) capital improvement plan to provide a funding approach for technology changes. Time Period Years 2-8 Lead Entity CATA, with support from Avail Technologies Potential Funding CATA Comments This is probably a standalone task that could be completed at the same time as the “Address Growth Prudently” group of initiatives. This strategic initiative is tied directly to key findings and questions from Chapters 2 (“Current CATA Operations”), 5 (“Key Stakeholder Involvement”), and 6 (“Rider and Non-Rider Involvement”). It is also most closely tied to the “deliver superior transit service”, “increase CATA operating efficiency and effectiveness”, and “deliver a positive customer experience” criteria. Plan for Succession Strategic Initiative This strategic direction summarizes how CATA will prepare to replace skilled, trained, employees as they move up through the organization, or retire. In particular, this focuses on replacing front line employees. It includes the following ranked and bundled strategic initiatives: • Develop succession planning for front line employees Description of Implementation Task(s) Evaluate CATA staff to determine areas where upcoming retirements will have most impact. Develop timelines and plan for recruitment, training, advancement and succession. This may include external training and continuing education programs. Particularly within the maintenance function, a mentorship, apprenticeship, and internship programs may be necessary to transfer knowledge and recruit new individuals into the industry. CATA Strategic Plan Update 2016 - 2026 271 Time Period Years 2-10 Lead Entity CATA, with HR consultant support Potential Funding BPT, CATA Comments Should follow the “Address Growth Prudently” group of initiatives so employee structure needed to support the service approach is known. This strategic initiative is tied directly to key findings and questions from Chapters 5 (“Key Stakeholder Involvement”), 6 (“Rider and Non-Rider Involvement”), and 8 (“Institutional and Regulatory Environment”). It is also most closely tied to the “deliver superior transit service”, “increase CATA operating efficiency and effectiveness”, make CATA an outstanding employer”, and “deliver a positive customer experience” criteria. Build Reserves Strategic Initiative This strategic direction summarizes how CATA will construct a “rainy day fund” of both capital and operating dollars to buffer against funding uncertainties and programmatic changes at the federal, state, and local levels. It includes the following ranked and bundled strategic initiatives: • Building reserves (operational) • Building reserves (capital) Description of Implementation Task(s) From the results of the service plan process – defined as part of the “Address Growth Prudently” initiative – analyze the level of reserves necessary to meet organizational goals. Survey the level of reserves suggested by similar agencies as defined in the peer comparison section of Chapter 2. Develop a plan and an implementation process to build to necessary level of reserves. Set policies for use of these reserves. Evaluate the implementation over time and make continuous process improvements. 272 Time Period Years 2-10 Lead Entity CATA Potential Funding CATA Chapter 10 - The CATA Strategic Plan Comments The “Address Growth Prudently” group of initiatives must be given lead time on this initiative to adequately inform this process through the development of various service models. Though funding can start to be set aside on an incremental basis almost immediately, well thought out service models will be critical to developing a target level of reserves. This strategic initiative is tied directly to key findings and questions from Chapters 5 (“Key Stakeholder Involvement”) and 8 (“Institutional and Regulatory Environment”). It is also most closely tied to the “strengthen financial health”, “deliver superior transit service”, “increase CATA operating efficiency and effectiveness”, and “deliver a positive customer experience” criteria. Any possible need for a consultant has yet to be determined. Enhance the Use of Metrics Strategic Initiative This strategic direction summarizes how CATA will use identification and ongoing tracking of performance measures and other key indicators to make management, planning, and operational decisions. It includes the following ranked and bundled strategic initiatives: • Develop local service metrics policies Description of Implementation Task(s) Cull existing data to determine what metrics can be used to enhance performance and decision making processes within the agency, with input from the CATA Board of Directors. Include guidance provided from FTA and FHWA, measures adopted by the CCMPO, and metrics used by similar agencies defined in the peer comparison section. Make appropriate distinctions between management- and policy-level indicators. Test and validate selected metrics over time and make ongoing process improvements, not only to operational practices, but also to the metrics themselves. Time Period Years 3-10 Lead Entity CATA, with CCMPO participation Potential Funding CCMPO, CATA CATA Strategic Plan Update 2016 - 2026 273 Comments Federal guidance on performance measures to augment state standards is expected from MAP21 rulemaking. This strategic initiative is tied directly to key findings and questions from Chapters 2 (“Current CATA Operations”), 4 (“Service Area Characteristics”), 6 (“Rider and Non-Rider Involvement”), and 7 (“Projections”). It is also most closely tied to the “strengthen financial health”, “deliver superior transit service”, “increase CATA operating efficiency and effectiveness”, and “deliver a positive customer experience” criteria. Further Strategic Initiatives As noted earlier in this chapter, Board members suggested that staff separate out the top five groups of strategic initiatives for pursuit over the coming ten-year period, leaving several groups of strategic initiatives that – while still very important to CATA’s continued success as an organization – were viewed as somewhat less time- and resource-critical by both staff and the Board of Directors. The CATA Board of Directors and staff will continue to monitor the additional strategic initiatives to determine if changing conditions require that action be taken to advance work on these initiatives. In addition, at such time as work is completed on higher priority initiatives and funds are made available, CATA may elect to advance work on these initiatives. CATA will continue to monitor progress and direction on the high-priority initiatives, and is committed to revising and updating the Strategic Plan on a consistent and regular basis. 274 GROUP SCORE POTENTIAL STRATEGIC INITIATIVE 6 .293 Identify resources to pursue grant opportunities 7 .291 Determine service model (CATACOMMUTE) 8 .281 Meeting the unmet need within the service area 9 .262 Determine accessibility of service 10 .360 .232 Determine need for downtown intermodal center Determine direction of passenger amenities 11 .227 Evaluate local match shares process 12 .225 Meeting the growing need outside the current service area 13 .215 .211 Separation of ADA and shared ride Revisit ADA eligibility 14 .179 Determine if we move beyond CNG ('cutting edge' or 'bleeding edge’?) Chapter 10 - The CATA Strategic Plan Public and Municipal Involvement Process Upon completion of the draft strategic plan update, CATA embarked on a robust public and municipal involvement process to gather community input on the work completed to date. This process included the following initiatives: • An open public comment period, conducted for 30 days through October 8, 2015 • Presentations on the plan process, key findings, and results to the COG Transportation and Land Use (T-LU) Committee, both the Technical and Coordinating committees of the Centre County Metropolitan Planning Organization (CCMPO), all of CATA’s member municipalities, and Bellefonte Borough. • An open house, held September 10, 2015 at CATA’s Customer Service Center to directly solicit input from interested parties. • Printed and on-line copies of the draft plan, made available to the public through a number of different outlets. By October 8, 2015, formal comments were received from all of CATA’s member municipalities, Bellefonte Borough, Penn State University, and one local appointed planning commission member. A summary of those comments – as well as the proposed response to each comment, and relevant page citations – is contained in Appendix B – DRAFT Public Comment Period Summary. Ongoing Strategic Plan Updates CATA’s last strategic planning document was adopted in 2005, and followed another strategic plan, the “Centre Area Public Transportation Plan”, that was adopted in 1998. Gaps of seven and ten years such as those between previous strategic plans, do not allow CATA to adapt to changes in operations, capital, planning, funding, the institutional and regulatory environment – or some combination of these – in an efficient and responsive manner. If the strategic direction of the organization is not consistently and regularly refreshed, opportunities can be missed. Moreover, strategic planning is a very costly and labor-intensive effort. In order to make the most effective use of the investments that are made in such an effort, as well as to streamline the process of performing updates, continued monitoring and revision are critical. With all of the above in mind, the following schedule of activities is proposed to keep this document a vital component of how CATA approaches its organizational mission: CHAPTER General UPDATE PERIOD Annual NOTES A strategic planning progress report should be prepared by CATA, for review at both the staff and Board level. This report should detail any advances made toward the top five groups of strategic initiatives, including any needed changes to scope and/or timeline. Moreover, this report should list any changes in conditions that may warrant a rise in status for any of the remaining groups of strategic initiatives. Individual staff members should note how their work objectives have impacted the strategic actions, and vice versa. This report can be produced as a standalone item, or may be included with, for example, the annual report. CATA Strategic Plan Update 2016 - 2026 275 2 (“Current CATA Operations”) At least every two years These updates should include a description of the services CATA provides, as well as peer agency comparisons and internal operating trends. Regular updating and analysis of this information will be especially important as the CATACOMMUTE program grows and matures, and as the CATARIDE program changes under the operation of a somewhat new contractor, and possibly by virtue of regional consolidation. 3 (“Local Inventory of Surface Transportation Services At least every two years Should perhaps be updated more frequently if significant new surface transportation options establish a presence within the CATA service area. 4 (“Service Area Characteristics”) At least every three years Or upon the release of information from a new decennial US Census, whichever comes first. Trends in census data tend to evolve slowly enough to make more frequent updates less valuable. 5 (“Key Stakeholder Involvement”) At least every three years Or as new stakeholder groups (developers, human service agencies, and the like) establish a presence in the CATA service area, whichever comes first. Regular contact is vital to maintenance of these important relationships with the community. 6 (“Rider and Non-Rider Involvement”) At least every three years In accordance with PennDOT guidelines for conducting ongoing customer satisfaction surveys. 7 (“Projections”) At least every three years Or upon the release of new planning documents (LRTP, TIP, growth forecasting, comprehensive planning, and the like), whichever comes first. Trends in these documents tend to evolve slowly enough to make more frequent updates less valuable. Financial projections should be monitored and updated annually. 8 (“Institutional and Regulatory Environment”) At least every two years Particularly as the impacts of Pennsylvania Act 89 of 2013 are still being assessed, as plans for regional coordination and consolidation unfold, and as successor legislation to MAP-21 is being developed. The above schedule suggests a more comprehensive update to the strategic plan document, including the use of Decision Lens to evaluate rating criteria and potential strategic initiatives, as well as a public input process, at least once every three years. This should allow CATA ample opportunity to assess progress, note any significant changes in the many elements of both its internal and external environments, and make changes and corrections as appropriate. 276 Chapter 10 - The CATA Strategic Plan CATA Strategic Plan Update 2016 - 2026 277 Appendix A Rider and Non-Rider Surveys CATA/Centre County Area Transit Authority Rider and Non-Rider Surveys: Final Report Prepared by: Date: Updated October 21, 2014 278 Appendix A - Rider & Non-Rider Surveys Table of Contents Introduction…………………………………………………………………………………………………………………………… 3 Objectives………………………………………………………………………………………………………………………………. 5 Methodology: Rider Survey………………………………………………………………………………………………….. 6 Methodology: Non-Rider Survey……………………………………………………………………………………………. 10 Rider Survey: Executive Summary………………………………………………………………………………………… 12 Non-Rider Survey: Executive Summary………………………………………………………………………………… 16 Rider Survey Findings…………………………………………………………………………………………………………….. 21 Riders: Who They Are and What Are Their Ridership Habits……………………………………………... 22 Riders: Perceptions of Public Transit/CATA and Reasons for Use……………………………………….. 28 Riders: Best Ways to Reach……………………………………………………………………………………………….. 38 Non-Rider Survey Findings……………………………………………………………………………………………………… 40 Non-Riders: Who They Are and Their Centre County Travel Habits……………………………………. 41 Non-Riders: Perceptions of Public Transit and Awareness/Perceptions of CATA…………………. 46 Non-Riders: Main Reason for Not Riding and Future Potential………………………………………….. 51 Non-Riders: Best Way to Reach…………………………………………………………………………………………. 61 Appendix 1: Community Service Route Riders: Executive Summary and Survey Findings………. 66 Appendix 2: Centre County Municipalities/CATA Service Area Map/Survey Questions………….. 91 2 Introduction • The Centre Area Transportation Authority (CATA) is the mass transit agency that provides bus transportation within State College, Pennsylvania and the surrounding areas, including the main campus of The Pennsylvania State University. • CATABUS service includes two groups of routes: – CATABUS Community Service consists of 23 different community bus routes which provide service between downtown State College, the Penn State Campus, the Borough of Bellefonte, the Village of Pleasant Gap, suburban shopping centers, apartment complexes, residential areas, governmental offices, and many other special points of interest. – The Campus Service consists of four integrated routes (two LOOP and two LINK routes) that provide fare-free campus/downtown circulator and cross-campus shuttle service. • Additional CATA service offerings include: – CATACOMMUTE - services that includes RideShare, Vanpool, Emergency Ride Home, and Park & Ride programs. – CATARIDE - a service that provides curb-to-curb transportation for senior citizens and people whose disabilities prevent their use of the CATABUS buses. 3 CATA Strategic Plan Plan Update 2015 - 2025 279 Introduction (continued) • CATA had an expressed need to conduct primary quantitative market research to assess the relevant behaviors and perceptions of and satisfaction with its CATABUS service among its current riders as well as behaviors, perceptions of and barriers to using its bus service among non-riders. • CATA commissioned Research America Incorporated of Newtown Square, Pennsylvania to design and conduct independent surveys among CATABUS riders and non-riders and to analyze the study findings. 1 Introduction (continued) • CATA had an expressed need to conduct primary quantitative market research to assess the relevant behaviors and perceptions of and satisfaction with its CATABUS service among its current riders as well as behaviors, perceptions of and barriers to using its bus service among non-riders. • CATA commissioned Research America Incorporated of Newtown Square, Pennsylvania to design and conduct independent surveys among CATABUS riders and non-riders and to analyze the study findings. 1 280 Appendix A - Rider & Non-Rider Surveys Methodology: Rider Survey (Riders include both Campus Service and Community Service route riders) • A total of 1,034 self-administered surveys were conducted among current CATABUS riders across CATA routes throughout Centre County from April 9-May 5, 2014. – Interviews were distributed and conducted on those CATA routes with >1% ridership. In total, the sample of riders included in the study reflects 97.2% of CATA’s total ridership and reflects the following routes: • • • Off-campus routes: WE, UT, RP, M, NV, HP, W, N, RC, NE, R, V, VE On-campus routes (see map): WL, BL, RL, GL In an effort to attain a representative cross section of riders, interviews were collected on the different bus routes during different day parts*: CATA Service Area Map (taken from CATA website) – Weekday • • • – Weekend** • • • • AM Midday PM AM Midday PM On-campus Routes Data was weighted to reflect the distribution of ridership by routes based on January, 2014 CATA data. *Interviewers randomly handed out self-administered surveys to riders while on the bus and collected them upon completion/when respondent left the bus. **Routes with no weekend service include: UT,RC,GL,NE and VE. Interviews were collected on weekdays only for these routes. **Routes with no Sunday service include: HP and W. For these routes, interviews were collected on weekdays and Saturdays only. 6 Methodology: Rider Survey (continued) • For reference, below is the distribution of surveys by type of route and day-part ridership. LOOP/LINK vs. Other Routes (%) Loop/link routes Weekday vs. Weekend /Time of Day (%) Weekday midday 40 Other routes 58 Weekday am 27 Weekday pm 42 Weekend pm Weekday: 91% 24 5 Weekend midday 3 Weekend am <1 Weekend: 9% Base: Total Riders (1034) 7 CATA Strategic Plan Plan Update 2015 - 2025 281 Final Rider Surveys by Route: Route VN Toftrees/Vairo/Martin C Houserville G Stormstown S Science Park A Park Forest Village F Pine Grove XG Pleasant Gap B Boalsburg K Cato Park XB Bellefonte WE Havershire Blvd Express UT University Terrace RP Waupelani/Downtown M Nittany Mall18 NV Martin/Vairo/Toftrees HP Toftrees/Scenery Park W Valley Vista N Martin St./Aaron Dr. RC Waupelani/Campus GL Green Link (PSU Campus) NE Martin/Aaron Express R Waupelani Dr. V Vairo Blvd. RL Red Link (PSU Campus) VE Vairo Blvd. Express BL Blue Loop (PSU Campus) WL White Loop (PSU Campus) Total Overall ridership* (%) Total weighted interviews per route 0.1% 0.1% 0.1% 0.2% 0.2% 0.2% 0.3% 0.3% 0.3% 0.4% 0.6% 1.4% 1.7% 1.8% 1.9% 2.0% 2.3% 3.6% 3.9% 4.4% 4.7% 5.2% 5.5% 6.7% 9.3% 20.0% 22.8% 100% 0 0 4 0 0 0 0 0 0 0 3 13 20 19 18 17 18 37 39 54 52 54 83 82 104 201 216 1034 * Based on CATA’s January 2014 ridership statistics 8 Methodology: Rider Survey (continued) Analytic Note • In addition to the total sample, data were reviewed by various segments (see below) and noteworthy differences are called out where relevant: – Key demographics (gender, age, employment status, education and income) – CATA usage (years used, trips taken, length of trip, weekday vs. weekend) – Route (LOOP/LINK vs. Other Routes) 9 282 Appendix A - Rider & Non-Rider Surveys Methodology: Non-Rider Survey • A total of 413 telephone interviews were conducted among qualified non-riders of CATABUS defined as: – Men and women 18 years of age or older – Who are residents of Centre County (see appendix for list of Centre County municipalities) – Who have not ridden on any of the 27 CATABUS routes during the 12 months prior to being interviewed • A random probability sample of landline telephone households located in the Centre County region was used to contact, qualify residents as non-riders and to interview qualified respondents. – An additional random sample of cell phone numbers was included to give all residents of the Centre County region the opportunity to be included in the final sample. 10 Methodology: Non-Rider Survey (continued) – Each telephone/cell phone number received up to four call attempts following a differential call-rule (that is, calls were made on weekdays and weekends at varying times during the day) • 82% of households contacted included a non-rider. • Non-Rider interviewing was conducted from a centralized call center from May 222, 2014. Analytic Note In addition to the total sample, data were reviewed by various segments (see below) and noteworthy differences are called out where relevant: – – – – – – – Key demographics (gender, age, employment status, education and income) Perception of CATA service area (in CATA service area vs. not in CATA service area) Use of CATA (Past Rider [Rode but not in the past 12 months] vs. Never Ridden) Familiarity with CATA (somewhat/very vs. not/not very familiar) Likelihood to ride CATA in the future (somewhat/very vs. not very/not at all likely) Ever considered using CATA bus (yes vs. no) Penn State affiliation (affiliated vs. not affiliated) 11 CATA Strategic Plan Plan Update 2015 - 2025 283 RIDER SURVEY: EXECUTIVE SUMMARY 12 RIDERS: EXECUTIVE SUMMARY RIDERS PROFILE MAIN REASONS FOR RIDING By far, riders take the bus because it is “Convenient” (73%). Other reasons are: “No other transportation” (31%) “Cost” (30%) “No/expensive parking at destination” (23%) • • • Note: Supporting the convenience of taking the bus, virtually all Riders walk to their bus stops which are typically close from Rider’s home/origin and final destination (less than ½ mile). Weighted responses largely consist of Penn State students (95%) who use CATA mainly for going to school. Most make 1-4 (37%) or 5-8 (27%) trips per week with lengths clustering mainly in the ranges of 10-19 (48%) or 5-9 (34%) minutes. Regarding payment on the survey day, most did not pay a fare (53% primarily LOOP/LINK Riders) or had an apartment pass (26%). PERCEPTIONS OF CATABUS Overall, riders are very positive about CATABUS: 97% 93% Definitely (77%)/Likely (20%) will continue using CATA Definitely (60%)/Likely (33%) will recommend CATA 83% Very (30%)/Somewhat (53%) satisfied with CATA performance. Yet, since not everyone is “Very satisfied” there is opportunity for improvement (see next slide) 13 284 Appendix A - Rider & Non-Rider Surveys RIDERS: EXECUTIVE SUMMARY (CONT’D) Based on satisfaction with specific CATA elements, consider the following as key strengths to leverage vs. areas of opportunity for improvement: Strengths to Leverage • These items do well (highest satisfaction – Top 2 Box) and can be leveraged as strengths: Areas of Opportunity • Key areas for improvement (lowest satisfaction – Top 2 Box) include: Late-night service availability (55%) Vehicle cleanliness (91%) Availability/Accessibility of stops nearby (83%) Frequency of weekday service (80%) Driver appearance (80%) Public Information • Helpful/easy to understand (Top 2 Box) Website (80% agree) LOOP/LINK schedule (78% agree) Ride Guide/Bus schedules (77% agree) Performance Performance Safety on buses (87%) Weekend service frequency (52%) (especially Non-LOOP/LINK Riders) Convenience of CATA office hours (51%) Peak hours - seat availability (41%) (particularly LOOP/LINK Riders) • Helpful/easy to understand (Top 2 Box) Public Information Safety at stops (89%) Communicating with passengers (69%) Mobile apps (66%)* *Further support for improving the app is that 16% spontaneously suggest fixing it and it is the primary way of getting CATA information (71%). Riders mainly want it to be updated/have accurate information, and secondarily to be faster/load easily/not crash. 14 RIDERS: EXECUTIVE SUMMARY (CONT’D) Since riders mainly get local news/information from the Internet, this is the best medium to reach them: TOP SOURCES OF LOCAL NEWS/INFORMATION Internet (60%) BEST WAY FOR CATA TO SHARE INFORMATION Facebook 41% Twitter 38% Email Newsletter 28% Internet Ad 27% Social Media (Net) = 51% Includes Facebook and Twitter TV (34%) Newspaper (21%) TV Ads 21% Newspaper Ads 14% 15 CATA Strategic Plan Plan Update 2015 - 2025 285 NON-RIDER SURVEY: EXECUTIVE SUMMARY 16 NON-RIDERS: EXECUTIVE SUMMARY NON-RIDER PROFILE INFLUENCE OF AWARENESS/PERECPTIONS OF CATA ON RIDERSHIP Non-riders are aware of CATA and have a favorable impression of it – especially past riders, suggesting that these items can be ruled out as major reasons for not riding. Familiarity, however, is not quite as strong. Non-riders are older (45-64: 48%; 65+: 35%), employed (55%) or retired (36%) and their incomes cluster in the $50-90K range (32% vs. <$50K - 25% and $100K+ - 18%). 99% Total Awareness (93% Unaided) 86% Most have no affiliation with Penn State (61% vs. 27% alumni and 14% faculty/staff). Half have “never ridden” CATA and half are “past riders” (over 12 months ago). Past riders are more likely to be affiliated with Penn State, have a higher education level and live in a CATA service area. Non-riders most commonly travel around/into the following areas of Centre County: State College (95%), the Nittany Mall Area (89%) and Bellefonte (83%). Very/somewhat favorable opinion of CATA 63% Somewhat/very familiar with CATA and its services Awareness of specific services is somewhat low and could use boosting especially since these services would likely apply to Non-Riders (most are either employed or retired). 17 48% Aware of CATACOMMUTE CATARIDE 53% Aware of CATARIDE 17 286 Appendix A - Rider & Non-Rider Surveys NON-RIDERS: EXECUTIVE SUMMARY (CONT’D) MAIN REASONS FOR NOT RIDING: Have a Car (39%) No Need (26%) No Service in Area (20%) Areas of Opportunity • Based on Non-Rider suggestions, boost ridership by: Providing service in areas not currently served (18% mention and also has low satisfaction ratings) Having closer/more convenient stops (8%) (two-fifths say the nearest stop is more than a mile from their home) Offering more frequent service (8%) Note: It is the minority (23%) who would consider riding mainly because they feel it would be “more convenient” and/or they “don’t have a car” (more so “past riders” than “never ridden”). Even fewer think they might ride in the next 12 months (15%). Those with greater receptivity are more apt to be past riders. Yet, consider that 44% say there is “Nothing/Not interested in public transportation” that would get them to ride and realize that they may be very difficult to convert. Note: The 44% are more apt to have car (47% vs. 33% others) and have a higher income ($100K+ 23% vs. 14% others). *T2B = Top 2 Box 18 NON-RIDERS: EXECUTIVE SUMMARY (CONT’D) While most give CATA bus service a strong rating overall (Top 2 Box: 69%), not all do. Based on these ratings, strengths and other areas of opportunity are called out below. Strengths to Leverage • Keep in mind that over half of Non-Riders give positive overall ratings to (Top 2 Box): Safety at stops (62%) Safety on the bus (54%) Driver courtesy (53%) Others Areas of Opportunity Based on relatively low overall ratings (Top 2 Box), consider improvements in the following: Travel time from origin to destination (38%)* Availability/Accessibility of nearby stops (37%) Peak hours – seat availability (36%) CATA’s use of technology to communicate with riders (33%) Helpfulness/responsiveness of CATA’s office staff (28%) Frequency of weekend service (27%) Convenience of CATA office hours (26%) Availability of late-night service (20%) *Many think it will take longer to get to their main Centre County destination by CATA than their current means of transportation. 19 CATA Strategic Plan Plan Update 2015 - 2025 287 NON-RIDERS: EXECUTIVE SUMMARY (CONT’D) • The best ways to share CATA information with Non-Riders (i.e., service changes, promotions, events) are via the newspaper and TV: BEST WAY FOR CATA TO SHARE INFORMATION Newspaper (51%) TV (45%) Internet (34%) Radio (32%) TOP SOURCES OF LOCAL/COUNTY NEWS AND INFORMATION Centre Daily Times 91% CBS 81% Centredaily. com 59% WRSC 25% Direct Mail (31%) 20 RIDER SURVEY FINDINGS 21 288 Appendix A - Rider & Non-Rider Surveys Detailed Findings RIDERS: WHO THEY ARE AND WHAT ARE THEIR RIDERSHIP HABITS 22 By far, the weighting represents riders who are Penn State students (95%) and, as such, most classify themselves as “student commuters” (83%). One-quarter are employed and just over 10% consider themselves “work commuters.” There is a fairly even split by gender. Rider Profile Gender Male Female Age Under 18 18-29 30-44 45-64 65+ Race White Asian African American Hispanic Other % 52 48 % 1 94 4 1 <1 % 65 13 9 7 6 Employment Status* Student Employed Part-time Full-time Unemployed Retired Highest Level Education* Less than BA degree BA degree Master’s/Doctorate Income* Less than $50K $50K or higher Affiliation With Penn State Student Faculty/Staff No affiliation Visitor/Other affiliate % 78 24 17 7 3 <1 % 73 17 8 % 33 12 % 95 2 2 1 Type of Rider* Student commuter Apartment complex resident Work commuter Monthly OnePass holder % 83 17 11 3 Q 1, Q 25, Q 26 Base: Total Riders (1034) *Not all categories will sum to 100% due to refused responses and multiple responses given. 23 CATA Strategic Plan Plan Update 2015 - 2025 289 Not surprisingly, since almost all are Penn students, most mention “College/ university/technical” as a primary reason for using the bus. Primary Reason(s) to Use Bus % College/university/technical 78 Work 18 Recreational/visiting friends or relatives 18 Shopping 13 School (K-12) 11 Medical/dental appointment 3 Q9 Base: Total Riders (1034) *Does not sum to 100% due to multiple responses given. 24 Also reflecting that almost all are Penn State students, the majority (97%) have used CATA for less than 5 years. Length of CATA Service Use (%) Less than 1 year 1-2 years 3-5 years 6-9 years 10+ years 27 2 1 33 37 Q2 Base: Total Riders (1034) 25 290 Appendix A - Rider & Non-Rider Surveys Frequency of use is clustered most heavily in the range of 1-4 (37%) or 5-8 one-way trips per week (27%). The remainder are more avid Riders (36%). Total One-Way Trips per Week (%) 1-4 5-8 9-12 13-16 17-20 21+ 18 3 5 10 27 37 Q3 Base: Total Riders (1034) 26 Trip time is typically either from 10-19 (48%) or 5-9 (34%) minutes. About half do not pay a fare (53%) and just over a quarter use an apartment pass (26%) to pay. Current Trip Profile Current Trip: Expected Length (%) 30+ minutes 3 Current Trip: How Paid for Fare (%) No fare 53 Apartment Pass 20-29 minutes 8 10-19 minutes 48 Cash 8 Monthly One Pass 7 Token 5-9 minutes 1-4 minutes Q 6, Q 7, Q 11 Base: Total Riders (1034) 34 7 26 3 Penn State Ride for Five Pass 1 Cash with Reduced Fare ID Card 1 Complimentary Ride Pass 1 95% of trips did not involve a transfer 27 CATA Strategic Plan Plan Update 2015 - 2025 291 Detailed Findings RIDERS: PERCEPTIONS OF PUBLIC TRANSIT/CATA AND REASONS FOR USE 28 Most Riders feel that transit is very important to their community. Importance of Transit to Community (%) Very important Somewhat important Not too important Not at all important 98 84 14 2 Q 22 Base: Total Riders (1034) 29 292 Appendix A - Rider & Non-Rider Surveys Riders use CATABUS mainly for the “convenience” followed by “no other transportation” (70% did not have a vehicle available as an alternative on the day of the survey), “cost” and “unavailable or expensive parking.” Reasons to Use Bus vs. Other Transportation (%) 73 31 Convenience 30 No other transportation available Cost 23 Unavailable parking at destination/ expensive parking 12 8 3 Do not drive Environmental considerations Allows someone else in household/ family to use car Note: 85% of riders have a valid driver’s license and, on average, riders have 1 car at their home that is available for use. Yet, on the day of the survey, 70% did not have a vehicle as an alternative to CATA. Q 10, Q 18, Q 19, Q 20 Base: Total Riders (1034) 30 There is a correlation between distance of the bus stops (typically less than ½ mile) from rider’s home/origin and final destination, and their perception that they are riding mainly for the “convenience.” Convenience of Bus Stops From Home/Origin (%) 1 Mile+ Less than 1 mile Less than 1/2 mile Less than 1/4 mile From Destination (%) 1 mile+ Less than 1 mile Lessthan 1/2 mile Less than 1/4 mile 50 69 9 11 11 15 16 19 97% walk to the bus stop. Q 4, Q 5, Q 8 Base: Total Riders (1034) 31 CATA Strategic Plan Plan Update 2015 - 2025 293 Encouragingly, virtually all riders expect to continue using CATA. Also, riders are quite positive about CATA – a sizeable number would “definitely” recommend CATA to others. Likelihood to Continue Using CATA (%) Likelihood to Recommend CATA to Others (%) 93 97 20 Likely will continue using services Likely would recommend Definitely will continue using services 33 Definitely would recommend 77 60 Q 16 Base: Total Riders (1034) 32 Consistent with other key measures, overall satisfaction with CATA’s performance is quite good (83% “Somewhat/very satisfied”). Yet, given that not everyone is “Very satisfied” there is some opportunity for improvement. CATA Performance: Overall Satisfaction (%) Very satisfied 30 Somewhat satisfied Neither satisfied nor dissatisfied Somewhat dissatisfied 83 53 Very dissatisfied 14 3 Q 12 Base: Total Riders (1034) 33 294 Appendix A - Rider & Non-Rider Surveys Top strengths of CATA’s performance have to do with cleanliness, safety, accessibility of stops, frequency of weekday service and driver appearance. Main weaknesses/areas of opportunity are lack of seating during peak hours, the convenience of CATA office hours, the frequency of weekend service and availability of late-night service. CATA Performance: Satisfaction With Specific Elements Top 2 Box (%) Vehicle cleanliness Safety at stops Safety on buses Availability/accessibility of stops nearby Frequency of weekday service Driver appearance Availability of route and schedule information Travel time from origin to destination Driver courtesy Reasonableness of fares Bus stop amenities (shelter, benches, etc.) CATA’s use of technology to communicate with riders On-time arrivals and departures Helpfulness/responsiveness of CATA’s office staff Availability of late-night service Frequency of weekend service Convenience of CATA office hours Availability of seats on the bus during peak hours 91 89 87 83 80 80 77 76 74 70 70 67 65 63 55 52 51 41 Noteworthy segment differences are that of the bottom ranked items, low ratings are more apt to be driven by LOOP/LINK Riders for seat availability and other route riders for frequency of weekend service. Route: Loop/ Other Link Routes Top 2 Box (A) (B) Frequency of weekend service 60B 40 Availability of seats on the bus during peak hours 37 47A Q 12 Base: Total Riders (1034) 34 Regarding CATA’s public information, riders are most likely to agree that the website, LOOP/LINK schedule and Ride Guide are helpful/easy to use/understand. Ratings for the real-time mobile apps and communicating with passengers, while still fairly positive, are relatively weaker suggesting they may be worth improving. Perceptions of CATA Public Information Material (%) % Answering CATA CATA CATA CATA CATA CATA Website is helpful and easy to navigate LOOP/LINK schedule brochure & map is helpful/easy to understand Ride Guide and bus schedules are helpful & easy to read/understand Tutorial Videos are helpful & provide important information Does a good job communicating with passengers Real-time mobile apps are helpful/easy to navigate 85 92 95 61 97 92 80 78 39 37 38 41 41 Mean 4.17 Base: Total answering (882) Agree 77 69 69 66 35 41 28 39 34 28 4.15 4.12 3.97 3.90 3.85 (954) (987) (632) (1000) (956) Strongly agree Q 21 38 Note: This item had the largest number of people who felt it was “N/A” suggesting that this is not a top priority. 35 CATA Strategic Plan Plan Update 2015 - 2025 295 When asked what they would change about CATA service, “Adding more buses/services” is the top mention, which further underscores these items as areas of opportunity. “Fixing the App” also receives a noteworthy number of mentions. Suggested Changes to CATA Service % Add More Buses/Services (Net) 25 Later bus services (sub-net) 6 Later weeknight services/hours Again it is other route riders who are more apt to suggest the need for a greater number of weekend buses (9% vs. 3% LOOP/LINK route riders). 4 More weekend buses 6 More routes/stops 5 More buses during peak hours 4 Update/Fix CATA App (Net) 16 Update/needs accurate information 13 App is too slow/crashes/won’t load 5 Arrive on time/scheduled times 5 Make Driver Improvements (Net) 3 Improve attitude of drivers 2 No comment 43 Note: 81% do not offer any “Additional comments” (data not shown) regarding CATA services and/or service information. Consistent with other findings, of those who do, “Improve the app” rises to the top (5% in total). Q 23, Q 24 Base: Total Riders (1034) 36 Further emphasizing the importance of refining the app is that it is the top means of getting route and fare information and is used by the majority of riders. Current Trip Source of Schedule, Route and Fare Information (%) CATA mobile iPhone and Android apps 71 CATA website 34 Ride guide 16 Info signs posted below bus stop signs 13 CATA real-time website 7 Text message, real-time information at bus stop 2 Bus drivers 2 Telephone, CATA offices 1 In person, CATA offices 1 Those using Other Routes are more apt to use items at right. In contrast, those taking LOOP/LINK routes tend to use the CATA mobile apps more (directional). Q 13 Base: Total Answering (1029, LOOP/LINK (597), Other Routes (432) Route: CATA website Ride guide Info signs Confidential - Internal use 296 Appendix A - Rider & Non-Rider Surveys LOOP/LINK (A) 26 11 9 Other Routes (B) 45A 23A 19A Riders 37 Detailed Findings RIDERS: BEST WAYS TO REACH 38 Riders mostly get local news/information from the Internet - correspondingly, riders primarily suggest the Internet as the best way of sharing information (e.g., Facebook, Twitter). Riders Get Local News/Information from… (%) Internet 60 Best Ways for CATA to Share Information (%) Note: Social Media (Net) is 51%. Facebook 41 Twitter TV 34 Newspaper 21 38 Email newsletter 28 Internet ads 27 TV ads 21 Newspaper ads Radio Other 9 3 14 Radio ads 8 Directmail 7 Phone/mobile apps/text alerts 3 Q 14, Base: Total Riders (1034) Q 15, Base: Total Answering (1008) 39 CATA Strategic Plan Plan Update 2015 - 2025 297 NON-RIDER SURVEY FINDINGS 40 Detailed Findings NON-RIDERS: WHO THEY ARE AND THEIR CENTRE COUNTY TRAVEL HABITS 41 298 Appendix A - Rider & Non-Rider Surveys Non-riders skew female, are older (45+), mainly white, employed (55%) or retired (36%) and are roughly split between having less than a BA or BA or greater. Three-fifths have no affiliation with Penn State. Incomes cluster more heavily in the $50-99K range. Non-Rider Profile Gender Male Female Age 18-29 30-44 45-64 65+ Race* White Asian African American Refused Employment Status* Employed Full-time Part-time Retired Homemaker Unemployed Student Highest Level Education Less than BA degree BA degree Master’s/Doctorate Income* Less than $50K $50K – 99K $100K or more Affiliation With Penn State* Alumni Faculty/Staff Student No affiliation % 45 55 % 2 14 48 35 % 96 1 1 2 % 55 44 11 36 4 3 1 % 48 27 25 % 25 32 18 % 27 14 1 61 Extent of Ridership Never Ridden Past Riders % 50 50 (over 12 months ago) Note: The extent of ridership is evenly split between those who never rode and those who rode in past. Key profile differences between these two segments are that past riders are more apt to: (1) Be affiliated with Penn State (53% vs. 26% Never Ridden) (2) Have graduated college (32% vs. 22% Never Ridden) or have a Master’s/Doctorate (31% vs. 19% Never Ridden). Worth noting is that 70% of past riders are in a CATA service area (vs. 47% Never Ridden). Q 36, Q 37, Q 38, Q 39, Q 40, Q 41, Q 42 Base: Total Non-Riders (413) *Not all categories will add to 100% due to refused responses and multiple responses given. 42 Of non-riders who used to ride in the past, they were less frequent patrons (over half rode “Less than once a month” or “Only once/a few times”). The main reasons they rode were to “Commute,” to get to “Entertainment/event” to “Run errands” and/or “Shop.” Non-Riders Who Are Past Riders Past Ridership Frequency Monthly+ (Net) Weekly+ (Sub-net) % 37 Past Primary Reason(s) to Use Bus Commute (Net) % 36 27 To commute to/from work 23 Daily+ 11 To commute to/from school 15 Several times a week 12 Entertainment/Event (Net) Sporting event 20 Several times a month 5 9 Less than once a month 17 To run errands 17 Only once/couple/few times 45 To go shopping 16 To get to medical appointments 8 To visit friends/family 6 Q 9, Q 10 Base: Non-Riders who last rode over 12 months ago (203) 43 CATA Strategic Plan Plan Update 2015 - 2025 299 Most mention “Work” and/or “Shopping” as their primary reasons for travel around Centre County. Virtually all (98%) use a “Car/Truck/Van” when traveling in and around Centre County. Primary Reason Travel Around Centre County % Work 47 Shopping (groceries, mall, etc.) 27 Medical/dental appointments 10 Run errands 9 Recreational (visiting friends, relatives, etc.) 4 School student (Net) 1 Drop children off at school 1 Entertainment (movies, out to eat, etc.) 1 98% of Non-Riders use a car/van/truck when traveling in and around Centre County. The remainder walk, run or bike. Q 22, Q 24 Base: Total Non-Riders (413) 44 Non-riders most commonly travel around/into the State College, Nittany Mall area and Bellefonte. Those traveling to these locations frequent State College most often, followed by Bellefonte and then the Nittany Mall area. Centre County Location Travel Practice (%) Frequency of Travel to Center County Locations:** Ever Travel Around /Into* State College 95 The Nittany Mall area Daily+ Several times a week Once a Week Several times a Month Once a Month Less than Once a Month 40 31 12 9 5 3 89 9 22 20 25 14 10 Bellefonte 83 24 19 13 14 17 12 Boalsburg 62 15 10 15 20 19 19 Pleasant Gap 61 13 16 12 16 22 19 Centre Hall 58 8 13 11 21 19 27 Pine Grove Mills 38 5 10 10 14 21 39 Philipsburg 32 20 11 5 7 22 34 Stormstown 30 8 7 5 17 22 40 Q 30, Q 30a *Base: Total Non-Riders (413) **Base: Non-Riders Who Travel Around/Into Location (Varies) – State College (394), Nittany Mall Area (366), Bellefonte (342), Boalsburg (254), Pleasant Gap (251), Centre Hall (238), Pine Grove Mills (155), Philipsburg (133), Stormstown (123) Confidential - Internal use 300 Appendix A - Rider & Non-Rider Surveys Non-Riders 45 Detailed Findings NON-RIDERS: PERCEPTIONS OF PUBLIC TRANSIT AND AWARENESS/PERCEPTIONS OF CATA 46 The vast majority of non-riders think that public transportation service in Centre County is a “Very important” public service to provide to the residents, workers and students. Importance of Public Transportation in Centre County (%) Very important Somewhat important Not too important 72 Not at all important Don't know 95 23 3 5 Mean 2 <1 3.64 Q1 Base: Total Non-Riders (413) 47 CATA Strategic Plan Plan Update 2015 - 2025 301 Although public transportation is considered important, usage is not being limited by lack of overall awareness of CATA given that virtually everyone knows of it. Yet, awareness of the ancillary services, i.e., CATACOMMUTE and CATARIDE, is more moderate. Awareness of Centre County Public Transportation Services Total Awareness of CATA (%) 99 Aided 6 Unaided Awareness Unaided % Mentions CATA (NET) CATA (Centre Area Transportation Authority) CATABUS CATARIDE* CATACOMMUTE* CATA LOOP/LINK Center County Office of Transportation 93 Unaided Awareness 93 82 14 5 2 2 3 *Total Awareness of Specific Services 48% Aware of CATACOMMUTE Awareness of special services, i.e., CATACOMMUTE and CATARIDE, is moderate. 53% Aware of CATARIDE CATARIDE Q3 Base: Total Non-Riders (413) 48 Reflecting the awareness measures, familiarity with CATA as well as its services is quite good and therefore does not appear to be a major reason for lack of ridership. Familiarity With CATA and Services it Offers (%) Very familiar 12 Somewhat familiar Not very familiar Just know name Not familiar at all 63 51 Not surprisingly, those more familiar with CATA are those who have ridden the CATABUS in the past, i.e., over 12 months ago (Top 2 Box: 78% vs. 47% Never Ridden). 19 37 9 9 Q8 Base: Total Non-Riders (413) 49 302 Appendix A - Rider & Non-Rider Surveys Likewise, opinions of CATA are largely favorable. Opinion of CATA (%) Very favorable Somewhat favorable Somewhat unfavorable 47 Very unfavorable Don't know As expected, Past Riders hold a more favorable opinion of CATA (“Very Favorable”: 55% vs. 39% Never Ridden). 86 39 4 2 10 2 Q7 Base: Total Non-Riders (413) 50 Detailed Findings NON-RIDERS: MAIN REASONS FOR NOT RIDING AND FUTURE POTENTIAL 51 CATA Strategic Plan Plan Update 2015 - 2025 303 The main barriers for not riding stem largely from specific consumer needs or lack thereof, i.e.,: “Have a car,” “Not convenient/Too far” (namely, “No service in area”) and “Have no need to.” Top Reasons for Not Riding (%) I have a car/drive myself Not Convenient/Too Far/Takes Too Long (Net) No service in my area/too far to walk to bus It’s not convenient for me/stops are too far away Haven’t needed to/no need to I am retired now/no longer work I don’t need bus transportation/can walk to work/bike Routes are too limited/doesn’t go to where I need Total Past Riders Never Ridden 39 29 20 8 26 3 3 2 38 25 15 8 25 6 5 3 40 32 26 7 27 1 1 1 Those who have never ridden CATABUS are more likely to cite “No service provided in my area” (26%) as a key reason (vs. Past Riders - 15%). Q 11 Base: Total Non-Riders (413), Non-Riders who last rode over 12 months ago (205), Non-Riders who have never ridden (208) 52 Yet, some (24%) say they would consider riding a CATA bus mainly because they perceive it would be “More convenient” and/or they “Don’t have a car.” Consider CATA For Places Travel Most Often (%)* Yes No 76 Don't know 23 1 Those who would consider CATA are more likely to be Past Riders (28% vs. 18% Never Ridden). Primary Reasons For Considering CATA Bus** % More convenient 38 No Ability to Drive/No Car (Net) 23 No car available 20 Do not own a car 4 Parking issues (cost, parking not available) 18 Environmental considerations 17 Cost of Owning a Car/Gas (Net) 17 Bad weather 16 To save time 3 Don’t know 1 Far more Past Riders cite “No ability to drive/no car” as a primary reason for considering CATA (32% vs. 11% Never Ridden). Q 28, Q 29 * Base: Total Non-Riders (413) **Base: Non-Riders who have considered riding CATA bus from places travel most often (95) 53 304 Appendix A - Rider & Non-Rider Surveys Also, a few (15%) say they are likely to ride a CATA Bus in the next 12 months. Likelihood to Ride CATA Bus in Next 12 months (%) Very likely Somewhat likely Not very likely Not at all likely Undecided 15 13 2 Again, those who are likely to ride CATA in the next 12 months are more apt to be Past Riders (Top 2 Box: Past Riders 25% vs. Never Ridden 4%). 30 84 54 1 Q 12 Base: Total Non-Riders (413) 54 The main things to change in order to boost ridership relate to offering “More/faster services” especially “Providing service in area.” Yet, almost half of non-riders say there is “Nothing” that would get them to ride. Most Important Changes to CATA service to Increase Future Ridership Offer More/Faster Services (Net) % 38 Provide service in my area 18 Make stops closer/more convenient (sub-net) 8 Stops closer/more convenience to home/origin 5 Stops closer/more convenient in general 2 More frequent service 8 Faster travel time – express service 2 More accessible information (schedules, stops, services, etc.) Those who are “Very/somewhat” likely to ride in the future are more apt to want “More frequent service” (18% vs. 6% those who are “Not very/Not” at all likely to ride in the future). 2 Less expensive/lower fares 2 Nothing, not interested in public transportation 44 Q 14, Q 14a Base: Total Non-Riders (413) 55 CATA Strategic Plan Plan Update 2015 - 2025 305 Further confirming that accessibility is an issue, two-fifths say that the nearest CATA Bus stop is more than a mile from their home. In contrast, most Riders (80%) say that the nearest stop is less than a ½ mile from their home (refer to “Rider” section of report). Distance From Home to Nearest CATA Bus Stop (%) More than a mile 42 Within 1/4 mile Within 1/2 mile Within 1 mile Unsure/undecided 36 8 6 8 Past Riders are closer to a CATA stop (Within 1 Mile: 61% vs. 39% Non-Riders) (More than 1 mile: 35% vs. 50% Non-Rider). Q 32 Base: Total Non-Riders (413) 56 Additionally, one-quarter give accessibility a low rating which leaves some room for improvement. Access to Public Transportation (%) 21 Excellent Good Fair Past Riders rate access to public transportation higher (Top 2 Box: 71% vs. 60% Never Ridden). 65 Poor 44 Don't know 25 18 7 10 Mean 2.88 Q2 Base: Total Non-Riders (413) 57 306 Appendix A - Rider & Non-Rider Surveys While most give CATA bus service a strong overall rating (Top 2 Box: 69%), not everyone does and not everyone feels it is “Excellent.” Therefore, there is opportunity for improvement. CATA Bus Service: Overall Rating (%) 5 - Excellent 24 4 3 2 Consistent with other measures, past riders feel more positively about CATA overall (Top 2 Box: 82% vs. 56% Never Ridden). 69 1 - Poor 45 Not sure/not enough info Don't know 17 3 9 2 1 2 Q 15 Base: Total Non-Riders (413) 58 Regarding specific elements of CATABUS service, ratings are strongest for safety and driver courtesy. Weaknesses include travel time, accessibility to stops, seat availability, use of technology to reach riders, office staff helpfulness/convenience of office hours, frequency of weekend service and availability of late-night service. CATA Bus Service: Ratings of Specific Elements Safety at stops Safety on buses Driver courtesy Availability of route and schedule information Vehicle cleanliness On-time arrivals and departures Driver appearance Frequency of weekday service Reasonableness of fares Bus stop amenities (shelter, benches, etc.) Travel time from origin to destination Availability/accessibility of stops nearby Availability of seats on the bus during peak hours CATA’s use of technology to communicate with riders Helpfulness/responsiveness of CATA’s office staff Frequency of weekend service Convenience of CATA office hours Availability of late-night service Q 16 Base: Total Non-Riders (413) Top 2 Box (%) 62 54 53 49 49 48 47 45 44 44 38 37 36 33 28 27 26 20 Past Riders react more favorably on most items above compared to those who have never ridden. 59 CATA Strategic Plan Plan Update 2015 - 2025 307 Further underscoring issues with travel time is that non-riders tend to think the trip would be far longer using CATA than their current mode of transportation (see brackets) – even though the destination is typically within 10 miles from home. Location in Centre County Travel to Most Often ... Miles From Home (%) Minutes from Home (%) With Current Mode of Transportation 0-4 miles 1-9 minutes 27 5-10 miles 37 If Used CATA* 16 5 10-19 minutes 12 42 68% 11-20 miles 24 20-29 minutes 26 19 67% 21+ miles 12 30+ minutes 16 48 *Assuming CATA Bus service is in a convenient location Note: “If used CATA” does not sum to 100%, because 14% don’t know and the remaining 2% refused. Q 25, Q 26, Q 27 Base: Total Non-Riders (413) 60 Detailed Findings NON-RIDERS: BEST WAY TO REACH 61 308 Appendix A - Rider & Non-Rider Surveys Non-riders think the best way to share CATA information (i.e., service changes, promotions, events) with them is via the newspaper or TV followed by the Internet, radio or direct mail. Best Way to Share Service Changes, Promotions or Events (%) Newspaper 51 TV 45 Internet 34 Radio 32 Direct mail 31 E-mail 15 Q 20 Base: Total Non-Riders (413) 62 The best way to share CATA information, largely reflects where non-riders get general county and local news information, i.e., mainly from the newspaper and TV. Sources Get General County and Local News Information % Newspaper 63 TV 55 Radio 26 Internet 26 Other 1 Q 33 Base: Total Non-Riders (413) Confidential - Internal use Non-Riders 63 CATA Strategic Plan Plan Update 2015 - 2025 309 The newspaper and TV station that would have the best reach overall among Non-Riders include the Centre Daily Times and CBS. Source of County/Local News And Information Newspapers Read* TV Stations Watched** % Centre Daily Times 91 Centre County Gazette 10 Lock Haven Express 7 Clearfield Progress 5 The Daily Collegian 2 Philipsburg Journal 2 Don’t know/don’t read newspapers 3 Major Networks (Net) % 94 CBS 81 NBC 37 ABC Networks (sub-net) 6 ABC (Altoona/Johnstown) 5 ABC (Wilkes-Barre/Scranton) 3 Fox 3 PBS 4 Don’t know/Don’t watch TV 1 Q 34a, Q 34d *Base: Non-Riders who get news/info from newspaper (261) **Base: Non-Riders who get news/info from TV (228) 64 Regarding Internet sites and radio stations, Centredaily.com and WSRC are the more popular ones and would therefore have the broadest reach. Source of County/Local News And Information Internet Sites visited* % Centredaily.com 59 Statecollege.com 21 WeAreCentralPA.com Social Media Sites (Net) Facebook.com 11 5 5 Radio Stations Listened to** % WRSC – 103.1 FM Newsradio 103 25 WPSU – 91.5 FM NPR/Public Radio 17 WBUS – 93.7 FM The Bus 11 WZWW – 95.3 FM 3WZ 11 WOWY – 97.1 FM Wowie 97 9 WMAJ – 99.5 FM Majic 99.5 7 WBHV – 94.5 FM B-94.5 6 WBLF – 970 AM Newstalk 970 6 Wpsu.org 5 Wherever the search engine takes me/Google/IE/AOL/Yahoo 5 Other 5 WRSC – 1390 AM Newsradio 1390 4 Don’t Know/don’t use internet 9 WQWK – 1450 AM ESPN Radio 4 WTLR – 89.9 FM Way, Truth, Life, Radio 4 WKPS – 90.7 FM The Lion 3 Don’t know/don’t listen to radio 5 Q 34c, Q 34b *Base: Non-Riders who get news/info from Internet (106) **Base: Non-Riders who get news/info from radio (108) Confidential - Internal use 310 Appendix A - Rider & Non-Rider Surveys Non-Riders 65 APPENDIX 1: Community Service Route Rider Survey Methodology/Executive Summary/Survey Findings 66 Methodology: Community Service Route Rider Survey • A total of 434 self-administered surveys were conducted among current CATABUS riders across CATA Community Service Routes throughout Centre County from April 9-May 5, 2014. – Interviews were distributed and conducted on those CATA Community Service Routes with >1% Ridership. The sample of Community route riders included in the study reflects the following routes: • • In an effort to attain a representative cross section of Community Service route riders, interviews were collected on the different Community Service bus routes during different day parts*: – Weekday • • • – CATA Service Area Map (taken from CATA website) AM Midday PM Weekend** • • • • • Off-campus routes: WE, UT, RP, M, NV, HP, W, N, RC, NE, R, V, VE AM Midday PM On-campus Routes Data was weighted to reflect the distribution of total ridership by routes based on January, 2014 CATA data. *Interviewers randomly handed out self-administered surveys to riders while on the bus and collected them upon completion/when respondent left the bus. **Routes with no weekend service include: UT,RC,GL,NE and VE. Interviews were collected on weekdays only for these routes. **Routes with no Sunday service include: HP and W. For these routes, interviews were collected on weekdays and Saturdays only. 67 CATA Strategic Plan Plan Update 2015 - 2025 311 COMMUNITY SERVICE ROUTE RIDERS: EXECUTIVE SUMMARY 68 COMMUNITY SERVICE ROUTE RIDERS: EXECUTIVE SUMMARY COMMUNITY SERVICE ROUTE RIDERS PROFILE MAIN REASONS FOR RIDING By far, Community Service route riders take the bus because it is “Convenient” (65%). Other reasons are: • • • Note: Supporting the convenience of taking the bus, virtually all Community Service route riders walk to their bus stops which are typically close from rider’s home/origin and final destination (less than ¼ mile). Community Service route trips are largely taken by Penn State students (92%) who use CATA mainly for going to school. Most make 1-4 (30%) or 5-8 (24%) trips per week with lengths clustering mainly in the ranges of 10-19 (54%) or 5-9 (26%) minutes. Regarding payment on the survey day, most had an apartment pass (53%). “No other transportation” (38%) “Cost” (36%) “No/expensive parking at destination” (27%) PERCEPTIONS OF CATA BUS Overall, Community Service route riders are very positive about CATABUS: 97% 93% Definitely (70%)/Likely (26%) will continue using CATA Definitely (54%)/Likely (38%) will recommend CATA 83% Very (25%)/Somewhat (58%) satisfied with CATA performance. Yet, since not everyone is “Very satisfied” there is opportunity for improvement (see next slide). 69 312 Appendix A - Rider & Non-Rider Surveys COMMUNITY SERVICE ROUTE RIDERS: EXECUTIVE SUMMARY (CONT’D) Based on satisfaction with specific CATA elements, consider the following as key strengths to leverage vs. areas of opportunity for improvement: Strengths to Leverage • These items do well (highest satisfaction – Top 2 Box) and can be leveraged as strengths: Areas of Opportunity • Key areas for improvement (lowest satisfaction – Top 2 Box) include: Convenience of CATA office hours (51%) Safety at stops (91%) Driver appearance (86%) Availability/Accessibility of stops nearby (84%) Frequency of weekday service (82%) Public Information • Helpful/easy to understand (Top 2 Box): Ride Guide (84% agree) Website (83% agree) LOOP/LINK schedule (78% agree) Performance Safety on buses (89%) Late-night service availability (48%) Peak hours - seat availability (47%) Weekend service frequency (40%) • Helpful/easy to understand (Top 2 Box): Communicating with passengers (73%) Public Information Performance Vehicle cleanliness (90%) Mobile apps (67%)* *Further support for improving the app is that 12% spontaneously suggest fixing it and it is the primary way of getting CATA information (67%). Riders mainly want it to be updated/have accurate information, and secondarily to be faster/load easily/not crash. 70 COMMUNITY SERVICE ROUTE RIDERS: EXECUTIVE SUMMARY (CONT’D) Since Community Service route riders mainly get local news/information from the Internet, this is the best medium to reach them: TOP SOURCES OF LOCAL NEWS/INFORMATION Internet (61%) BEST WAY FOR CATA TO SHARE INFORMATION Facebook 40% Email Newsletter 36% Internet Ad 29% Twitter 27% Social Media (Net) = 47% Includes Facebook and Twitter TV (29%) Newspaper (19%) TV Ads 17% Newspaper Ads 12% 71 CATA Strategic Plan Plan Update 2015 - 2025 313 COMMUNITY SERVICE ROUTE RIDER SURVEY FINDINGS 72 Detailed Findings COMMUNITY SERVICE ROUTE RIDERS: WHO THEY ARE AND WHAT ARE THEIR RIDERSHIP HABITS 73 314 Appendix A - Rider & Non-Rider Surveys Community Service route trips are taken by Penn State students (92%) and, most riders classify themselves as “Student commuters” (77%). Just over one-quarter are employed and just 15% consider themselves “Work commuters.” There is a fairly even split by gender. Community Service Route Rider Profile Gender Male Female Age Under 18 18-29 30-44 45-64 65+ Race White Asian African American Hispanic Other Employment Status* Student Employed Part-time Full-time Unemployed Retired Highest Level Education* Less than BA degree BA degree Master’s/Doctorate Income* Less than $50K $50K or higher Affiliation With Penn State Student No affiliation Faculty/Staff Visitor/Other affiliate % 51 49 % 1 93 4 2 <1 % 53 21 10 6 10 % 75 27 18 9 2 <1 % 68 22 9 % 36 10 % 92 4 3 1 Type of Rider* Student commuter Apartment complex resident Work commuter Monthly OnePass holder % 77 30 15 5 Q 1, Q 25, Q 26 Base: Community Service route riders(434) *Not all categories will sum to 100% due to refused responses and multiple responses given. 74 As expected, since almost all are Penn State students, most Community Service route riders mention “College/university/technical” as a primary reason for using the bus. Primary Reason(s) to Use Bus % College/university/technical 76 Work 22 Recreational/visiting friends or relatives 21 Shopping 16 School (K-12) 12 Medical/dental appointment 5 Q9 Base: Community Service route riders (434) *Does not sum to 100% due to multiple responses given. 75 CATA Strategic Plan Plan Update 2015 - 2025 315 Also reflecting that almost all trips are taken by Penn State students, virtually all (97%) have used CATA for less than 5 years. Length of CATA Service Use (%) Less than 1 year 1-2 years 3-5 years 6-9 years 10+ years 20 2 38 1 39 Q2 Base: Community Service route riders (434) 76 Community Service route riders are generally more frequent users (72% take from 1-12 trips/week). Total One-Way Trips per Week (%) 1-4 5-8 9-12 13-16 17-20 21+ 6 18 24 18 4 30 Q3 Base: Community Service route riders (434) 77 316 Appendix A - Rider & Non-Rider Surveys Trip time is most commonly 10-19 (54%) minutes. Typically Community Service route riders use an apartment pass for their fare. Current Trip Profile Current Trip: Expected Length (%) 30+ minutes 5 Current Trip: How Paid for Fare (%) Apartment Pass 53 Monthly One Pass 20-29 minutes 12 10-19 minutes 54 14 Cash 12 No fare 11 Token 5-9 minutes 1-4 minutes 26 3 Q 6, Q 7, Q 11 Base: Community Service route riders (434) 5 Penn State Ride for Five Pass 3 Cash with Reduced Fare ID Card 2 Complimentary Ride Pass 1 94% of trips did not involve a transfer 78 Detailed Findings COMMUNITY SERVICE ROUTE RIDERS: PERCEPTIONS OF PUBLIC TRANSIT/CATA AND REASONS FOR USE 79 CATA Strategic Plan Plan Update 2015 - 2025 317 The majority of Community Service route riders say transit is very important to their community. Importance of Transit to Community (%) Very important Somewhat important Not too important Not at all important 83 99 16 1 Q 22 Base: Community Service route riders (434) 80 Community Service route riders tend to use CATABUS primarily for the “Convenience” followed by “No other transportation” (62% did not have a vehicle available as an alternative on the day of the survey), the “Cost” and/or “Unavailable/expensive parking.” Reasons to Use Bus vs. Other Transportation (%) 65 38 Convenience No other transportation available 36 Cost 27 Unavailable parking at destination/ expensive parking 14 Do not drive 7 3 Environmental considerations Allows someone else in household/ family to use car Note: 78% of Community Service route riders have a valid driver’s license and, on average, Community Service route riders have 1 car at their home that is available for use. Yet, on the day of the survey, 62% did not have a vehicle as an alternative to CATA. Q 10, Q 18, Q 19, Q 20 Base: Community Service route riders (434) 81 318 Appendix A - Rider & Non-Rider Surveys The short distance of the bus stops (often less than ¼ mile) from a Community Service route rider’s home/origin and final destination correlate to their perception that they are taking the bus mainly for the “Convenience.” Convenience of Bus Stops From Home/Origin (%) 1 Mile+ Less than 1 mile Less than 1/2 mile Less than 1/4 mile From Destination (%) 1 mile+ Less than 1 mile Less than 1/2 mile Less than 1/4 mile 57 68 11 8 13 14 13 16 98% walk to the bus stop. Q 4, Q 5, Q 8 Base: Community Service route riders (434) 82 Promisingly, virtually all Community Service route riders expect to continue using CATA (96%) and are likely to recommend CATA to others (92%). Likelihood to Continue Using CATA (%) Likelihood to Recommend CATA to Others (%) 92 96 Likely will continue using services 26 Definitely will continue using services Likely would recommend 38 Definitely would recommend 70 54 Q 16, Q 17 Base: Community Service route riders (434) 83 CATA Strategic Plan Plan Update 2015 - 2025 319 As with other key measures, overall satisfaction with CATA’s performance is quite good (83% “Somewhat/very satisfied”). Yet, there is some opportunity for improvement, given that not everyone is “Very satisfied.” CATA Performance: Overall Satisfaction (%) 25 Very satisfied Somewhat satisfied Neither satisfied nor dissatisfied Somewhat dissatisfied 83 58 Very dissatisfied 15 2 Q 12 Base: Community Service route riders (434) 84 Top strengths of CATA’s performance have to do with safety, cleanliness, driver appearance accessibility of stops, frequency of weekday service and availability of route and schedule information. Main weaknesses/areas of opportunity are the frequency of weekend service, seat availability during peak hours, the availability of late-night service and the convenience of CATA office hours. CATA Performance: Satisfaction With Specific Elements Safety at stops Vehicle cleanliness Safety on buses Driver appearance Availability/accessibility of stops nearby Frequency of weekday service Availability of route and schedule information Travel time from origin to destination Driver courtesy Bus stop amenities (shelter, benches, etc.) CATA’s use of technology to communicate with riders Reasonableness of fares On-time arrivals and departures Helpfulness/responsiveness of CATA’s office staff Convenience of CATA office hours Availability of late-night service Availability of seats on the bus during peak hours Frequency of weekend service Top 2 Box (%) 91 90 89 86 84 82 81 76 74 70 70 68 67 64 51 48 47 40 Q 12 Base: Community Service route riders (434) 85 320 Appendix A - Rider & Non-Rider Surveys Regarding CATA’s public information, Community Service route riders are most likely to agree that the Ride Guide, website and the LOOP/LINK schedule are helpful/easy to use/understand. Ratings for the real-time mobile apps and communicating with passengers, while still quite positive, are relatively weaker suggesting they may be worth improving. Perceptions of CATA Public Information Material (%) % Answering Agree CATA CATA CATA CATA CATA CATA Ride Guide and bus schedules are helpful & easy to read/understand Website is helpful and easy to navigate LOOP/LINK schedule brochure & map is helpful/easy to understand Does a good job communicating with passengers Tutorial Videos are helpful & provide important information Real-time mobile apps are helpful/easy to navigate 98 91 93 84 83 78 39 41 37 Strongly agree 98 79 92 67 67 45 35 29 28 32 38 73 45 42 41 Mean 4.27 4.22 4.16 3.96 3.94 3.86 Base: Community Service Route Riders (424) (396) (405) (424) (272) (397) Note: This item had the largest number of people who felt it was “N/A” suggesting that this is not a top priority. Q 21 86 When asked what they would change about CATA service, “Adding more buses/services” (particularly on the weekend, later in the day and more routes/stops overall) is the top mention, which further underscores this item as an area of opportunity. Also, “Fixing the CATA App” receives a noteworthy number of mentions. Suggested Changes to CATA Service Add More Buses/Services (Net) % 28 More weekend buses 9 Later bus services (sub-net) 7 Later weeknight services/hours More routes/stops More buses during peak hours Update/Fix CATA App (Net) 5 6 5 12 Update/needs accurate information 9 App is too slow/crashes/won’t load 3 Arrive on time/scheduled times 7 Make Driver Improvements (Net) 3 Improve attitude of drivers No comment Q 23, Q 24 Base: Community Service route riders (434) 2 41 Note: 78% do not offer any “Additional comments” (data not shown) regarding CATA services and/or service information. Consistent with other findings, of those who do, “Improve the app” rises to the top (6% in total). 87 CATA Strategic Plan Plan Update 2015 - 2025 321 Further emphasizing the importance of refining the app is that it is the primary way Community Service route riders get route and fare information (67%). Current Trip Source of Schedule, Route and Fare Information (%) CATA mobile iPhone and Android apps 67 CATA website 45 Ride guide 23 Info signs posted below bus stop signs 19 CATA real-time website 7 Text message, real-time information at bus stop 3 Bus drivers 2 Telephone, CATA offices 2 In person, CATA offices 1 Q 13 Base: Community Service route riders (434) 88 Detailed Findings COMMUNITY SERVICE ROUTE RIDERS: BEST WAYS TO REACH 89 322 Appendix A - Rider & Non-Rider Surveys Community Service route riders mostly get local news/information from the Internet correspondingly, riders primarily suggest the Internet – particularly social media – as the best way of sharing information. Riders Get Local News/Information from… (%) Internet 61 Best Ways for CATA to Share Information (%) Note: Social Media (Net) is 47%. Facebook 40 Email newsletter TV 29 36 Internet ads 29 Twitter Newspaper 19 Radio 9 27 TV ads 17 Newspaper ads 12 Radio ads 12 Directmail Other 2 Phone/mobile apps/text alerts 9 2 Q 14, Q15 Base: Community Service route riders (434) 90 APPENDIX 2: Centre County Municipalities/CATA Service Area Map/Survey Questions 91 CATA Strategic Plan Plan Update 2015 - 2025 323 Centre County Municipalities Bellefonte Benner Boggs Burnside Centre Hall College Curtin Ferguson Gregg Haines Halfmoon Harris Howard Huston Liberty Marion Miles Milesburg Millheim Patton Penn Philipsburg Port Matilda Potter Rush Snow Shoe Spring State College Taylor Union Unionville Walker Worth 92 CATA Service Area Map (from CATA website) 93 324 Appendix A - Rider & Non-Rider Surveys Rider/Community Service Route Rider Survey Question Wording Q1. Into which of the following categories do you fit? Q2. How long have you been using CATA’s services? Q3. How many one-way trips per week do you typically take on CATA buses? Q4. How far from your home/origin is the closest bus stop? Q5. How do you generally get to and from the bus stop? Q6. How long do you expect your full one-way bus trip to take today from origin to destination? Q7. Does your current trip involve a transfer to another bus? Q8. How far from your final bus stop is your destination Q9. In general, what is/are the primary reason(s) you use the bus? (select all that apply) Q10. Why do you ride the bus as opposed to using some other form of transportation? (select all that apply) Q11. What did you use to pay for your fare on this trip? Q13. How do you get your CATA schedule, route and fare information? (select all that apply) Q14. How do you get your general county and local news and information? (please note specific stations, sites, publications) Q15. What is/are the best way(s) for CATA staff to share information about services, changes, promotions, and other events with its riders? (select all that apply) Q16 How likely are you to continue the CATABUS services? Q17. How likely are you to recommend the CATABUS service to others? Q18. Do you have a valid driver’s license? Q19. How many working motor vehicles (registered cars, trucks, SUV’s, vans or motorcycles are at your residence and available for your use? Q20. For this trip, was a motor vehicle available as an alternative? Q22. How important do you feel transit is to our community? Q25. What is your affiliation with Penn State? 94 Non-Rider Survey Question Wording Q1. Q2. Q3. Q4. Q5. Q6. Q7. Q8. Q9. Q10. Q11. Q12. Q14. Q15. Q16. Q17. Q18. Thinking about the available public transportation options in Centre County such as bus, dial-a-ride, carpool, and vanpool, whether or not you, yourself, use public transportation, in general, how important do you feel that public transportation service is to the residents, workers and students in Centre County? Do you feel it is (READ)? Even though you may or may not use public transportation, based on anything you know or have heard, in general, how would you rate access to public transportation in the Centre Region and other areas served by CATA? Would you say it is (READ)? Even though you may or may not use public transportation, when you think of public transportation services or companies in your area, what specific names come to mind? Just to check, have you ever heard of the Centre Area Transportation Authority or CATA as it is known? As you may or may not know, the Centre Area Transportation Authority or CATA is a public transportation organization established by local municipalities and serves the Centre Region with its CATA bus service and by providing additional services to such as dial-a-ride, carpool and vanpool options to residents of the Centre County region. Have you ridden a CATA bus within the past 12 months? Based on anything you know or may have heard, what is your opinion of the Centre Area Transportation Authority or CATA as it is known? Would you say you opinion is (READ)? How familiar are you with the CATA and the services it offers, would you say you are (READ)? When you rode a CATA bus in the past, how frequently did you ride? Thinking back to when you did ride the CATA bus, was it (READ)? Why have you not ridden a CATA bus [READ WHEN APPROPRIATE: within the past 12 months]? How likely are you to ride a CATA bus in the next 12 months - (READ)? What are some things CATA could change about its current bus services to make you more likely to ride a CATA bus in the future? For the following questions, I’d like you to rate CATA bus service on a scale from 1 to 5 where “1” is poor and “5” is excellent. Based on what, if anything, you know about CATA bus service, how would you rate its bus service overall? Although you indicated you have not ridden the CATA bus (recently/ever), we would still like your opinion on the services CATA provides. Using the same scale from 1 to 5 where “1” is poor and “5” is excellent, based on what, if anything you know, how would you rate CATA bus service on [INSERT ITEM]? Turning briefly to some other services CATA provides, prior to this interview, were you aware that CATA offers a carpool and vanpool matching service through its CATACOMMUTE program? Prior to this interview, were you aware that CATA offers a curb-to-curb para-transit service to persons age 65 and over and persons with disabilities through its CATARIDE program? 95 CATA Strategic Plan Plan Update 2015 - 2025 325 Non-Rider Survey Question Wording (Cont’d) Q20. Occasionally CATA staff shares information about its services with local residents. What are the best ways for CATA staff to share information about service changes, promotions and other events with local residents? (READ CHOICES, SELECT ALL THAT APPLY) Q22. Now, thinking about your personal travel habits, what method of transportation would you say you use most often when traveling in and around Centre County? Q24. For what purpose would you say you travel most often around Centre County? Q25. Thinking of the one location around Centre County you travel to most often, about how many miles is your home from this location? Your best estimate is fine. Q26. And about how many minutes does it usually take you to travel to this location? Your best estimate is fine. Q27. Assuming CATA bus service was convenient to your home and to the location you travel to most often, about how long do you think it would take to make this same trip on a CATA bus? Your best estimate is fine. Q28. Have you ever considered riding a CATA bus to or from the places you travel most often? Q29. What were the primary reasons you considered taking a CATA bus? Q30. Regardless of mode of travel, do you ever travel into or around (READ LOCATION)? Q30a. How often do you travel into or around (READ LOCATION)? Q32. To the best of your knowledge, how far away from your home is the nearest CATA bus stop? Just your best estimate is fine. Q33. From which of the following sources do you get your general county and local news and information (READ)? Q34a. What television stations do you watch for county and local news and information? Q34b. What radio stations do you listen to for county and local news and information? Q34c. What Internet sites do you go to for county and local news and information? Q34d. What newspapers do you read for county and local news and information? 96 326 Appendix A - Rider & Non-Rider Surveys CATA Strategic Plan Plan Update 2015 - 2025 327 Appendix B Public Comment Period Summary Commenter Bellefonte Borough Bellefonte Borough 328 Date Received Comment Proposed Response 10/7/2015 This is addressed as part of Strategic Direction #11 (“Evaluate local match shares process”). Although not included as part of the five focus areas, CATA acknowledges both the advantages and challenges presented by allocating local The CATA Board should shares according to the Miller Formula. There consider doing away with is not, however, consensus among CATA or revising the Miller member and contract municipalities regarding Formula to ensure that a solution. It should be noted that any future the cost of service is departure from the Miller Formula will likely distributed in a fair and result in its own unique set of advantages equitable manner. and challenges. Addressing this issue at the COG level may move action independent of the five focus areas. Because this comment is addressed as part of the existing list of strategic directions, it is designated as a future action, and no changes to the plan text will be made. 10/7/2015 CATA acknowledges the need to strengthen communication methods with contract municipalities wherever it is possible to do so, and has taken a number of important steps in that direction. Because this comment deals with an element of day-to-day business operations rather than strategy, it is designated as an ongoing action, and no changes to the plan text will be made. Communication regarding proposed cost increases or service changes should be improved as much as possible. Appendix B - Public Comment Period Summary Page Citation(s) 12, 172, 174, 180, 210-211, 249-251, 254, 263, 267, 269, 274 Not Applicable Commenter College Township College Township Date Received Comment Proposed Response Page Citation(s) 10/8/2015 Regarding Key Findings and Questions – Current CATA Operations, Chapter 2, second bullet, on CATA’s rising operational costs per unit of service for fixedroute and paratransit services: Council expressed concern over how to offset the loss of federal discretionary funding, which is further complicated by rising operational and maintenance costs. Federal discretionary funding was typically utilized for capital purchases, whereas federal formula funding has been used for operating expenses. The loss of federal discretionary funding, therefore, can best be described as complicating the scheduled replacement of needed capital equipment. That noted, federal formula funding is currently flat to decreasing over the last two years, and is expected to remain so for the foreseeable future. No changes to either program are expected until Congress passes successor legislation to MAP21, at the earliest. CATA continues to educate our federal delegation on the impacts of these funding trends. For these reasons, CATA is addressing funding uncertainty and rising operational costs through Strategic Direction #4 (“Build reserves”). These operating and capital reserves, as noted in the plan, will help to buffer against rising costs and periods of funding uncertainty. Moreover, less “flexing” of federal funds away from capital expenses to operating expenses will help as well. Because this comment is intended to be addressed through one of the five focus areas, no changes to the plan text will be made. 120, 175-176, 178, 180, 184, 195, 263-264, 267-269, 272273 10/8/2015 Over the past several years, CATA has transitioned to the overlay of express service in heavily-utilized student corridors. These changes have resulted in base-line service to the community where, with few minor exceptions, service frequency and operating Concern expressed hours are maintained year-round. CATA regarding the impacts acknowledges the challenges presented by of CATA’s reduction in a significant number of seasonal residents, the frequency of service and its ability to balance the needs of these during the summer, and residents against the efficiency, productivity, other non-peak times, on and cost-effectiveness of operations. CATA the region’s permanent further acknowledges the need to address residents trying to get perceptions of service within the community. to work, especially to For these reasons, CATA is addressing these workplaces other than challenges through Strategic Direction #1 the university. (“Address growth prudently”), specifically the “Determine proper balance between university and community service” element of that strategic direction. Because this comment is intended to be addressed through one of the five focus areas, no changes to the plan text will be made. 136, 175, 181, 183, 191, 194195, 198, 250, 265, 267-270 CATA Strategic Plan Update 2016 - 2026 329 Commenter College Township College Township Ferguson Township 330 Date Received 10/8/2015 10/8/2015 9/28/2015 Comment Proposed Response Page Citation(s) CATA acknowledges the need for multi-modal connections between transit and bicycle, pedestrian, and highway facilities. The “first mile” and “last mile” elements of a transit trip are important considerations in both the transit Understanding that the planning and land development processes. Centre Region is working CATA has emphasized, and will continue to on a regional bike path emphasize, the importance of multi-modal plan, Ms. Stilson stressed connections through the installation of bike the need for multi-modal racks on fixed route vehicles, its participation transit connections, in the land development review process, and putting bus stops at 179, 191, 237other methods as appropriate. That noted, though the construction of a bicycle facility may 238, 252 key bike path locations, adding that it might also be cost-favorable to ongoing transit operations in a given area, the relationship between the be less costly to put in two modes is not necessarily one-to-one. It a bike lane, as opposed may be easier to attract a bicycle rider to to running buses to the occasional or consistent transit use than it less-utilized areas year would to attract a daily transit patron to bicycle round. use, depending on a number of other factors. Because this comment deals with an element of day-to-day business operations rather than strategy, it is designated as an ongoing action, and no changes to the plan text will be made. Mr. Francke expressed a belief that one of the key focus points should be increasing ridership on existing routes. CATA acknowledges the importance of increasing ridership - and therefore costeffectiveness, efficiency, and productivity - on its existing routes. Strategic Direction #1 (“Address growth prudently”), through recognition of the challenges inherent in meeting growing community needs with limited financial, vehicle, and human resources, implies the “maintenance first” philosophy that underlies CATA’s day-to-day business operations. This philosophy is demonstrated on an ongoing basis through CATA’s service planning and marketing processes, as well as other agency functions. Because this comment deals with an element of day-to-day business operations rather than strategy, it is designated as an ongoing action, and no changes to the plan text will be made. 172, 191, 195, 209, 236, 239, 269-270 Should the Authority consider a light rail option in its plan? This may be particularly beneficial in the North Atherton Street corridor. CATA acknowledges the high volume of transit, general vehicle, bicycle, and pedestrian traffic within the North Atherton Street corridor. These needs are being addressed through intensive base-line and express service within the corridor. That noted, the corridor’s population, density, right-of-way, and traffic volume - as well as CATA’s available funding are insufficient to support the construction and ongoing operations and maintenance of a light rail corridor at this time. These circumstances are not expected to change significantly over the 10-year horizon of the Strategic Plan, and light rail is not expected to be a viable option in the CATA service area until such time as it is supported by a robust feasibility study effort. Because this comment falls outside the scope of the 10-year horizon of the Strategic Plan, no changes to the plan text will be made. Not Applicable Appendix B - Public Comment Period Summary Commenter Ferguson Township Ferguson Township Ferguson Township Harris Township Date Received Proposed Response Page Citation(s) 9/28/2015 Further clarification is needed to identify the metric to be used to address growth prudently. Will the metrics be driven by ridership, or by the financial viability of expanded routes? CATA notes that ridership and financial viability of routes are not mutually exclusive; in fact, the two considerations go hand-inhand. As existing or potential ridership grows, financial viability improves, and the service becomes more attractive to operate and maintain. The specific metrics by which any potential expanded service will be evaluated for implementation and ongoing maintenance are unknown at this time, though they will begin to take shape as the agency moves through Strategic Directions #1 (“Address growth prudently”) and #5 (“Enhance the use of metrics”). That noted, these evaluation metrics will likely include potential ridership and financial viability, as well as a number of other factors and considerations. Because this comment is intended to be addressed through two of the five focus areas, no changes to the plan text will be made. 120, 176, 194, 264-265, 267270 9/28/2015 Building reserves may be a challenge given the current funding provided by federal, state, and local governments. Having a reserve is prudent, establishing the reserve based on revenues matching expenses under the current funding scenarios will require increased efficiencies to achieve cost savings, resulting in reserves being built over time. CATA acknowledges the challenges inherent in building and maintaining both operating and capital reserves, including limited financial resources, rising operational and maintenance costs, and the need to an increasing level of cost-effectiveness and efficiency. That noted, we agree that establishing and maintaining these reserves is prudent to buffer against funding uncertainties and rising costs. This is addressed as part of Strategic Direction #4 (“Build reserves”). Because this comment is intended to be addressed through one of the five focus areas, no changes to the plan text will be made. 175-176, 178, 180, 184, 195, 263-264, 267269, 272-273 9/28/2015 CATA should include exploring a subscription service for each route to provide stabilized route ridership and revenue. Subscription service - where minimum levels of ridership and revenue are maintained through a target number of annual pass sales and similar actions - is one potential viable model that could be used to provide future service to the community. For this reasons, CATA is addressing these challenges through Strategic Direction #1 (“Address growth prudently”). Because this comment is intended to be addressed through one of the five focus areas, no changes to the plan text will be made. 187, 206, 236, 238, 269-270 9/17/2015 The Board asked if CATA could provide information from the phone survey on why Harris Township residents are not using CATA’s services. CATA acknowledges this request. The information was compiled and provided to the Harris Township Manager, who acknowledged its receipt. A copy of the information was also provided to the CRPA Senior Planner for Harris Township. Not Applicable Comment CATA Strategic Plan Update 2016 - 2026 331 Commenter Harris Township Harris Township Jon Eich 332 Date Received 9/17/2015 Comment Proposed Response Page Citation(s) CATA notes the 2013 completion of the State College Area Universal Transit Access Study, and acknowledges some limited interest among municipal and other entities within the CATA The Board encouraged service area in implementing some form of CATA to look at universal access. CATA stands ready to discuss alternative funding the prospect of universal access with any willing methods, including a partner, and intends to address this comment 173, 263 model that would allow through Strategic Direction #1 (“Address growth riders in Harris Township prudently”), specifically the “Study how to set to ride without paying an fares and contract rates (inside and outside the individual fare. region)” element of that strategic direction. Because this comment is intended to be addressed through one of the five focus areas, no changes to the plan text will be made. 9/17/2015 The Board felt the strategic plan should address public education and the benefits to the passenger of using the CATA system. CATA acknowledges the importance of building community awareness of transit services and their related benefits. That noted, both the non-rider survey as well as the stakeholder interviews conducted as part of the strategic planning process suggest a very high level of awareness of CATA services. Through these same methods, the single largest challenge in terms of public outreach was identified (as a result of population turnover) as building awareness of services among new area residents. CATA intends to continue addressing this issue through a variety of marketing and public relations activities. Because this comment deals with an element of day-today business operations rather than strategy, it is designated as an ongoing action, and no changes to the plan text will be made. 179, 182-183, 186, 188-190, 192, 195, 205206 9/10/2015 Pages 66-80: Why is CATA’s paratransit component not as robust as its peers’ paratransit systems? Is the fee per trip too high? Is the pool of riders too small? Is there an impact from overlap with Centre County Transportation Office’s Shared Ride, MATP, and home delivered meals programs? Could CATA and CCOT programs find efficiencies from a unified dispatch system? CATA acknowledges this insight, but has not conducted a thorough review of how its peer systems operate paratransit services. CATA plans to address this issue through a small study or informal conversations with peer agencies. With respect to potential efficiencies to be gained through coordination with the CCOT, these efficiencies almost certainly exist. We expect that the North-Central PA Regional Transit Consolidation Study - commissioned by PennDOT and noted in the Strategic Plan - will begin to define the extent of these potential efficiencies. Moreover, the focus of a recentlyinitiated travel training program is to transition individuals from paratransit to fixed route service where possible to do so, thus expanding travel options, reducing paratransit use, and lowering operating costs. Clarifying language will be considered for a future plan update. 68-82, 129, 136, 182, 186, 190, 246-247, 253 Appendix B - Public Comment Period Summary Commenter Jon Eich Jon Eich Jon Eich Date Received Page Citation(s) Comment Proposed Response 9/10/2015 Page 136: Because a large amount of land in Centre County is publicly owned as State Forest and State Gamelands, the plan should include a map of these areas. These lands buffer parts of Centre County from CATA’s existing service area and present a barrier to extending service because there is no potential to generate riders from these state lands. CATA acknowledges this insight. Clarifying language will be added to the plan text. A map of public lands will be considered for a future plan update. 138 9/10/2015 Pages 141 and 142: The narrative should indicate that there is an Amish population in portions of the Penns and (to a lesser extent) Nittany Valley Regions of Centre County. While these households do not have motor vehicles, they do have vehicles that operate on public roads. The Amish are also users of transit, often PUC licensed vans operated by “the English”. Lancaster County, PA may provide insight about the use of transit by the Amish population. CATA acknowledges this insight. Clarifying language will be added to the plan text. 143-144 9/10/2015 Page 146, line 4: It doesn’t seem appropriate to use the term “currently” when referring to unemployment rates that change monthly. The data cited is from 2012. It would be important to show a timeline and explanation of unemployment rates for Centre County, PA, and the US. Typically Centre County’s unemployment rate is among the lowest in PA, and a point or two below state and national averages. CATA acknowledges this insight. Clarifying language will be added to the plan text. A timeline of unemployment rates for Centre County and the US will be considered for a future plan update. 148 CATA Strategic Plan Update 2016 - 2026 333 Commenter Jon Eich Jon Eich Jon Eich 334 Date Received Comment Proposed Response Page Citation(s) 9/10/2015 Page 149: The narrative should indicate that educational attainment in portions of the Penns and (to a lesser extent) Nittany Valley Regions is impacted by the presence of an Amish population. CATA acknowledges this insight. Clarifying language will be added to the plan text. 151 9/10/2015 Pages 152 to 154: Elderly housing and nursing home populations are likely to impact the age profile in municipalities with smaller populations (including Philipsburg Borough, Rush Township, and to a lesser degree Bellefonte Borough). Would it be useful to include a map of these facilities, accompanied by the number of residents as well as the number of employees? CATA acknowledges this insight. Clarifying language will be added to the plan text. A map of facilities, as well as a table indicating the number of residents and employees for each facility, will be considered for a future plan update. 154-156 9/10/2015 Pages 156: Consider modifying the types of housing units in the table from total units to yearround housing units. There are a significant number of seasonal units (hunting cabins) in the Moshannon Valley, Mountaintop, and Penns Valley Regions. These units will not generate transit riders, and their inclusion drives up the vacancy rate. CATA acknowledges this insight. Clarifying language will be added to the plan text. A subtable of seasonal and recreational housing will be considered for a future plan update. 158 Appendix B - Public Comment Period Summary Commenter Jon Eich Jon Eich Date Received Comment Proposed Response Page Citation(s) 9/10/2015 Pages 159-161 and page 207 bullet 3: These tables focus on the means of transportation to work, reporting the use of transit, walking, and other means (bicycling) respectively. These tables underreport the use of these modes of transportation by focusing on the labor force. In Centre County (and perhaps a number of CATA’s peers) a significant amount of transit use comes from individuals who are not in the labor force (in particular, students). See discussion on CATA users on pages 195 and 207. It seems very difficult to believe that 2,465 riders commuting to work generated the 7.3 million trips provided by CATA. While the tables can’t be changed, the narrative should be revised to note the use of these modes by people not part of the labor force. CATA acknowledges this insight. Clarifying language will be added to the plan text. Journey-to-work or commute data is included in 161-163, 209 the ACS, while general travel mode data - being much more difficult to quantify - is not. 9/10/2015 Page 176 – Competing needs – bullet 7: In the discussion of balancing cost of service to apartment units and when a complex may decide to operate its own service, is there a possibility of a number of neighboring complexes to go together to provide service? And if so, does this impact the tipping point? CATA acknowledges this insight. Certainly the possibility exists for complexes to work together to provide service, and this would likely impact the tipping point. That noted, the nature of these potential impacts is speculative at this point in time. CATA intends to address 14, 173, 176this comment through Strategic Direction #1 179, 239, 263, (“Address growth prudently”), specifically the 267-270 “Study how to set fares and contract rates (inside and outside the region)” element of that strategic direction. Because this comment is intended to be addressed through one of the five focus areas, no changes to the plan text will be made. CATA Strategic Plan Update 2016 - 2026 335 Commenter Jon Eich Jon Eich Jon Eich 336 Date Received Page Citation(s) Comment Proposed Response 9/10/2015 Page 224 – Halfmoon Township profile: 1) paragraph at bottom of page is about Ferguson Township; 2) Halfmoon Township is going through a process based on the Halfmoon/Patton Land Area Plan to create a higher density mixed use zoning district adjacent to the boundary of Patton Township (at Grays Woods) that may be suitable for transit service at some point in the future. CATA acknowledges point #1 as a cut-and-paste error that will be corrected in the plan text. CATA also acknowledges point #2, however, this area is not expected to be re-zoned, planned, and developed over the 10-year horizon of the Strategic Plan. Because this comment falls outside the scope of the 10-year horizon of the Strategic Plan, no changes to the plan text will be made. 9/10/2015 Page 228 – Patton Township profile – last paragraph: Additional fairly high residential and commercial development CATA acknowledges this insight. Clarifying is also expected along language will be added to the plan text. North Atherton Street on the grounds of the former Penn State and Franklin mobile home parks. 230 9/10/2015 Page 274 – The Plan suggests a comprehensive update be prepared every three years. That seems intense – combined with the periodic updates, it seems like CATA will be continuously updating the plan. Is that what peers do? While 10 years seems too long a time period between updates, I wonder if 5-6 years (two cycles of the periodic updates) might give CATA time to implement recommendations from this plan and digest the impacts of those changes before preparing another document of this scope and intensity. 275-276 Appendix B - Public Comment Period Summary CATA acknowledges this insight. An informal polling of nationwide transit CEOs has revealed that three years is not an uncommon update cycle for similar plans. This proposal for updating the plan on a regular basis will be brought to CATA staff and the Board of Directors, and, if appropriate, clarifying language will be added to the plan text. 226 Commenter Patton Township Patton Township Patton Township Patton Township Patton Township Date Received Comment Proposed Response Page Citation(s) There are concerns regarding CATA’s conservative funding estimates, specifically that the Strategic Plan appears to anticipate the “worst-case” scenario, and that a 5% annual increase for local shares may be too low. CATA generates its funding estimates based upon guidance received from federal and state governments - who supply the overwhelming majority of external funding - as well as historical trends. CATA acknowledges an obligation not to paint an overly bleak picture in terms of funding. That noted, we can neither project funding levels, nor set plans based on those funding levels, without some reasonable expectation that they will be received. To date, CATA has received no indication of federal successor legislation to MAP-21, and the agency is awaiting more defined guidance from the Commonwealth regarding the impact of Act 89 of 2013 on available funding. 178-179, 210212, 249-250, 254, 263, 267, 269, 274 10/7/2015 Relative to maintenance succession, can training be conducted locally that would benefit not only CATA, but other operators throughout the Commonwealth? This is addressed as one of three “best practices” within the plan (“position CATA as partner across the state for training”). CATA has already discussed with PennDOT the prospect of utilizing its new state-of-the-art maintenance facility as a statewide training hub, and this concept has garnered a favorable response. The central location of State College only adds to the desirability of this concept. Because this comment deals with a best practice already covered in the document, no changes to the plan text will be made. 265, 267, 269 10/7/2015 The offering of internships and other short-term training activities may be a good path to developing a full training program. CATA acknowledges this insight. Clarifying language will be added to the plan text. 172, 189, 193, 266-269, 271272 10/7/2015 In terms of fueling, what’s CATA’s next step after CNG? Possibly electric or hybrid? If certain fueling technologies are not available for buses, can they be adopted for service or other fleet vehicles? This is addressed as part of Strategic Direction #14 (“Determine if we move beyond CNG [‘cutting edge’ or ‘bleeding edge’?]”). There may be no short-term next step beyond CNG, at 180, 184, 186, least for revenue vehicles. If funding becomes 248-249, 266available, however, CATA will move the study 267, 269, 274 of this issue up in priority. Clarifying language regarding service and other fleet vehicles will be added to the plan text. 10/7/2015 When considering the importance of outside funding opportunities to advance strategic initiatives, is there an opportunity for a position shared between CATA and other agencies to identify non-traditional, nongovernmental grant programs? This is addressed as part of Strategic Direction #6 (“Identify resources to pursue grant opportunities”). Clarifying language will be added to the plan text. 10/7/2015 172, 195, 252-253, 264, 267-268, 274 CATA Strategic Plan Update 2016 - 2026 337 Commenter Penn State University Penn State University 338 Date Received Proposed Response Page Citation(s) 10/2/2015 Expansion of CATA services in key areas, whether in frequency or routing, will further the effort to free the tight capacity on our shared roadways and provide residents a transportation choice beyond their own vehicle. That expansion is highlighted within Strategy 1: Address Growth Prudently, and is linked to Strategy 4: Build Reserves, within CATA’s Strategic Plan. Realizing that expansion, significant or otherwise, comes at a cost in the form of vehicles, drivers, and operations, we offer our support in writing or representation, for significant growth, when CATA applies for funding to meet this challenge. CATA acknowledges this insight and appreciates this offer. 175-176, 178, 180, 184, 195, 263-264, 267, 269-270, 272273 10/2/2015 Our team in OPP would welcome an interaction to assist CATA in determining the best way to develop a Climate Action Plan, or start the discussion. This sort of vision setting can cut across future planning for a number of aspects of CATA’s operations, from fuel type forecasting to sustainable office planning. OPP has a significant amount of experience and success in identifying these opportunities along with potential funding, and as a research institution, Penn State often times is the trail blazer in these areas. CATA acknowledges this insight and appreciates this offer. Not Applicable Comment Appendix B - Public Comment Period Summary Commenter State College Borough State College Borough State College Borough Date Received Comment Proposed Response Page Citation(s) 9/25/2015 There should be more publicity of route and bus information for senior citizens who are not able to access route information on their cell phones. CATA acknowledges the importance of building community awareness of transit services and their related benefits, particularly for senior citizens and people with disabilities. That noted, both the non-rider survey as well as the stakeholder interviews conducted as part of the strategic planning process suggest a very high level of awareness of CATA services. Through these same methods, the single largest challenge in terms of public outreach was identified (as a result of population turnover) as building awareness of services among new area 199, 206 residents. CATA intends to continue addressing this issue through a variety of marketing and public relations activities. With the transition to preferences for electronic information, however, CATA has been adjusting the number of paper copies printed downward to avoid waste. Because this comment deals with an element of day-to-day business operations rather than strategy, it is designated as an ongoing action, and no changes to the plan text will be made. 9/25/2015 Students enrolled at CPI or through the SCASD technical school curriculum should be considered for apprenticeships for mechanics. CATA acknowledges this insight. Though CPI is already noted in the plan, clarifying language with respect to the SCASD technical school curriculum will be added to the plan text. Smaller buses should be used on routes with lower ridership, and for the CATARIDE and CATACOMMUTE programs. CATA acknowledges the community’s perception that smaller vehicles are desirable on fixed routes with low ridership. They are already used on several of these fixed routes, as a demonstration project, as well as on all CATARIDE and CATACOMMUTE services. That noted, increasing the number of vehicle types does have the effect of limiting vehicle assignment options and complicating maintenance practices. Moreover, the Not decrease in operating costs afforded by smaller Applicable vehicles does not change significantly, and labor costs remain constant regardless of the type of vehicle used. Further, the response from the community has been negative in terms of visibility, noise levels, and ride comfort. Because this comment deals with an element of day-to-day business operations rather than strategy, it is designated as an ongoing action, and no changes to the plan text will be made. 9/25/2015 172, 189, 193, 266-269, 271272 CATA Strategic Plan Update 2016 - 2026 339 Commenter State College Borough 340 Date Received 9/25/2015 Comment Proposed Response Page Citation(s) Alternative services for riders should be developed for times when CATA’s service is cut back when Penn State University is not in session, especially for those who work on the north end of town. Over the past several years, CATA has transitioned to the overlay of express service in heavily-utilized student corridors. These changes have resulted in base-line service to the community where, with few minor exceptions, service frequency and operating hours are maintained year-round. CATA acknowledges the challenges presented by a significant number of seasonal residents, and its ability to balance the needs of these residents against the efficiency, productivity, and cost-effectiveness of operations. CATA further acknowledges the need to address perceptions of service within the community. For these reasons, CATA is addressing these challenges through Strategic Direction #1 (“Address growth prudently”), specifically the “Determine proper balance between university and community service” element of that strategic direction. Because this comment is intended to be addressed through one of the five focus areas, no changes to the plan text will be made. 136, 175, 181, 183, 191, 194195, 198, 250, 265, 267-270 Appendix B - Public Comment Period Summary CATA Strategic Plan Update 2016 - 2026 341