Caltrans and DOTP Logo Caltrans System Investment Strategy (CSIS) PUBLIC WORKSHOP MAY 21, 2024 Opening Remarks Marlon Flournoy Chief, Division of Transportation Planning Marlon Flournoy, Chief, Division of Transportation Planning Agenda 1 – CSIS Overview 2 – Feedback on Draft CSIS 3 – Feedback on Draft CAPTI Alignment Metrics 4 – Next Steps 5 –Q & A CSIS cover page Caltrans System Investment Strategy (CSIS) Overview What is CSIS . Caltrans investment framework for state & federal discretionary funding programs . Prioritize projects based on Program Fit & CAPTI Alignment . Enhances transparency and collaboration Why Develop CSIS . Implement the CAPTI Key Action S4.1 . Align Caltrans project nominations with CAPTI through a data- and performance-driven approach CSIS Investment Framework graphic Blue block What CSIS Does NOT Do Blue block . Does not prevent local partners from proceeding in project development and applying for state and federal discretionary programs . Does not affect SHOPP-funded projects . Does not impact PID initiations Blue block CSIS Investment Framework Blue block Blue block CAPTI ALIGNMENT METRICS Quantitative Metrics Blue block Safety Blue block DAC VMT Accessibility Accessibility Blue block DAC Traffic Impact Blue block Land Use & Natural Lands Blue block Passenger Zero-Emission Mode Shift Vehicle Infrastructure Blue block Freight Sustainability & Efficiency Qualitative Metrics Blue block Public Engagement Climate Resilience Draft CSIS: Public Review Comments Categories Number of Respondents Public Review March 1 to April 15, 2024 28 Respondents Metropolitan Planning Organizations, Council of Governments 6 Transportation Commissions 6 Transportation Authority and Agencies 3 Rail Authority and Agencies 3 Transit Districts and Agencies 3 Cities 3 Advocacy Groups 2 Individuals 2 Blue block COMMENTS ON DRAFT CSIS DOCUMENTS Blue block CSIS Main Document Number of Comments Process Clarifications 35 General Support 11 General Criteria Change/Other 11 Scoring/Public Posting 7 COMMENTS ON DRAFT CAPTI ALIGNMENT METRICS Blue block CAPTI Alignment Metrics Number of Comments General Metrics Clarifications 23 Safety 22 VMT 19 Accessibility 19 DAC Accessibility DAC Traffic Impacts 19 Mode Shift 15 Land Use/Natural Resources 10 Freight 9 ZEV 14 Public Engagement 5 Climate Adaptation/Resiliency 11 Blue block Blue block High-level Summary of Comments 1. Clarity on the Nomination Process: Intake Forms, Evaluation, and Nomination 2. Clarity on CSIS Evaluation Process for other State and Federal Discretionary Funding Programs 3. Clarity on CSIS and interaction with the 10-Year Multimodal Investment Plan and existing Project Lists (MONSTER List, AT Project database, Pipeline, etc.) 4. Score: Use of scoring and public release of scores 5. Concerns that larger projects ($$$) will score better than smaller projects ($) and would result in unfair scoring 6. Rural Interregional Areas Challenges: concerns about how evaluation and metrics: . Work in rural areas where census tracts are larger; potential to skew the numbers, . Rural projects would likely score low overall, and . Unable to be competitive as metrics potentially favor densely populated urban areas over rural regions CSIS: Responses and Actions Blue block CSIS AND CAPTI METRICS CSIS WEBSITE . Clarifications on project nomination process and evaluation added in the CSIS Document . Regulatory context added in the CSIS Document . Metrics: Refinements and Clarifications . List of State and Federal Discretionary Funding Programs . Nomination and Evaluation Flow-charts . Project Intake Form Update . Program Fit . 10-Year Multimodal Investment Plan Questions: General CSIS CAPTI ALIGNMENT METRICS Blue block Blue block Blue block Blue block Metric Design Blue block . Designed as a prioritization framework . Several other State DOTs are moving towards objective criteria, rather than description-based analysis for project selection Blue block Blue block Blue block Blue block . Accessibility Analysis is becoming more common as a tool to analyze projects for investment – See this CAPTI Alignment Metrics Blue block High-level Summary of Comments on the Metrics 1. Safety: metric refinements to account for rail projects and related safety benefits due to less exposure to roadway crashes and fatalities. 2. VMT: Need for Transparency for determination of thresholds and maximum scores. 3. Accessibility and Mode Shift: may disadvantage rural counties due to the difficulty of making additional destinations reachable within a two-hour timeframe. 4. Accessibility DAC: Use of EQI Tool. 5. Accessibility DAC & DAC Traffic Impacts: Use of EQI Tool. 6. Land Use: Clarity on Infill supportive transportation infrastructure aspect for land use. 7. Freight: Clarity on methodology and components. 8. ZEV: Feasibility, effectiveness, and fairness of the ZEV infrastructure metric, particularly in rural areas and in consideration of grid capacity limitations. 9. Scores: Add Interpretation of Scores to CAPTI Alignment Metrics. 10. Rural Interregional Areas Challenges: concerns about how evaluation and metrics. Blue block CAPTI Alignment Metrics • Elimination of the Scoring on the Curve • Interpretation of Scores • Addition of Crash Exposure Factor to Safety Metric • Clarifications on VMT, Land Use, Accessibility/DAC/Traffic Impacts, Freight, and ZEV added to the document Blue block Safety Metric Blue block REFINEMENTS . Metric rubric was based on the counts/severities of crashes in the project area and the inclusion of FHWA Proven Safety Countermeasures. . NEW Crash Exposure Factor derived from induced VMT Blue block • Up to +/- 4 points correspond to 10M reduction/increase in VMT. . Helps transit-only projects or certain rail projects without PSCs • Applied after finding roadway safety score • Reflects statistical relationship between Vehicle Miles Traveled (VMT) and Fatal and Serious Injury (FSI) crashes. • Rail grade crossing/separation projects still a 10. Safety Metric: Additional Changes . Adjustment of thresholds marking High/Low Safety Need • "Moderate" Safety Need credits projects without Fatal/Serious Injury crashes that have Injury/Complaint of Pain crashes. • Rubric now prioritizes projects with High Safety Need (at least 1 FSI crash). . Introduced more thresholds for combined Crash Reduction Factor • You must work with a certified traffic/civil engineer to identify Proven Safety Countermeasures and appropriate CRFs. • Your engineer must combine them into a compound CRF and document how they were combined. • New intake forms will allow for narrative explanation of the data. VMT Metric CLARIFICATIONS ON THE METHODOLOGY . VMT Score based on induced/reduced VMT, not regional trends. . VMT score is based on net induced unmitigated VMT. . 5 is a neutral score. . VMT increasing projects with Environmental Documents that predates SB 743 should submit a VMT estimate . Non-compliance results in a 0 score. Blue block Blue block Blue block . CSIS Evaluation does not include VMT modeling or analysis. . CSIS Evaluation Team reviews submitted documentation. Blue block CLARIFICATIONS Land Use Blue block . Infill Development Supportive Transportation Infrastructure Blue block • HQTAs • State Density Bonus Requirements • First/Last mile . Transportation Projects that intersect Census-defined “Urbanized Area”/”Developed Area” . Entitled and Construction Residential/Non- Residential Projects • Population increases around transportation project may get credit in Accessibility • Practical effect of adding these was small in pilot on SB 1, Cycle 4 projects Freight Metrics Clarification Blue block . 2 Freight sub-metrics comprise the CAPTI Freight Metric . Efficiency + Sustainability 5 points each. . Freight is a single principle in CAPTI. . Freight Efficiency measures current freight movement with Truck Travel Time Reliability Index (TTTRI) . Evaluating freight movement improvements is part of Program Fit when applicable. . Freight Sustainability measures proportion of capital construction spending on sustainable freight components CSIS and Transportation Equity Index (EQI) EQI 1. Accessibility Metric, and 2. Accessibility for Disadvantaged Communities. Blue block Only transportation-specific to measure specific transportation equity outcomes. Blue block SB 535, AB 1550, Justice40, and Locally-defined Definitions for Disadvantaged Communities. Accessibility and Disadvantaged Communities . Metric uses AB1550--defined low-income households as a weighting factor for the accessibility analysis. . This definition is consistent with AB1550. . Metric considers all low-income residents, even ones living in non-low-income communities. Disadvantaged Communities – Traffic Impacts CLARIFICATIONS ON THE METHODOLOGY AND USE OF DEFINITIONS . Metric uses AB1550 defined low-income households: This definition is consistent with AB1550 Blue block . Combined with traffic and crash data to screen low-income and tribal land areas with the highest existing traffic burden . Other DAC definitions (SB535 and Justice40) also include traffic burden indicators . EQI uses a similar methodology, but applied with more spatial granularity Blue block DAC - Traffic Impacts Metric Clarification Uses build/no-build car and truck AADT to measure traffic impacts • Truck traffic weighted 6x car traffic • 5 is neutral score • Transit projects should translate ridership into AADT change estimates, like VMT Tension with state goods movement goals • Projects that are not logically consistent will be scrutinized Report the net changes in AADT throughout the corridor for full credit, not just on the project roadway • Projects that redirect traffic away from a DAC onto a new/improved facility elsewhere score well • Add for one set of numbers for the project Wrap-Up CSIS . June 2024: Complete CSIS Main document and CAPTI Alignment Metrics . Updates on CSIS website Blue block CSIS Investment Framework will guide and influence decision making for nominations and prioritization Blue block Blue block Closing Summary Remarks Blue block Iterative Approach Blue block Collaboration and Engagement Blue block Demonstrate progress on our goals and commitments in the CAPTI Annual Report Blue block