Scoring System Recommendations Categories, Criteria, Weights, Objectives, and Data needs for the Project Selection Advisory Council’s recommended Project Prioritization Formula Project Evaluation – Highway Modernization Definition Projects aimed at leveraging the need to rehabilitate or replace assets in poor condition that can no longer be maintained to make broader improvements. These improvements can include incorporating new technology or making other enhancements to support economic development, improve mobility, reduce negative impacts to the environment, or increase safety. The impetus for these projects does not come from an asset management system. Examples of projects: Everett - Ferry St restructuring and intersection improvements Dedham- Pedestrian improvements along Elm Street & Rustcraft Road corridors Athol - Rt 32 restructuring + shoulder widening for bikes Springfield I-91 Viaduct Rehabilitation 2 Project Evaluation – Highway Modernization 3 Primary criteria Weight System preservation (Condition) 35 Cost Effectiveness (Anticipated Cost) 15 Mobility (Engineering) 10 Economic Impact 10 Environmental & Health Effects 10 Safety 10 Policy Support 10 Total 100 The Highway Modernization scoring system puts significant emphasis on selecting projects that contribute to system preservation goals. Other policy benefits of modernization projects receive roughly equal weight. Project Evaluation – Highway Modernization 4 Criteria: System Preservation (Condition) – 35 points Objective: Required Data: Data Status: • The extent to which the project helps MassDOT meet statewide asset management targets in terms of asset condition, appropriateness of treatment, consistency with asset management plans, and obviating the need for expensive maintenance. • Asset condition, ideal treatments and timing, maintenance costs on corridor as a result of delaying the project. • Not all assets have full asset management plans in place. Condition data for municipally owned assets are not as robust as MassDOT owned and maintained assets.* *MassDOT will share its asset management systems with municipalities after they’re upgraded. Project Evaluation – Highway Modernization 5 Criteria: Cost Effectiveness (Anticipated Cost) – 15 points Objective: Required Data: Data Status: • The extent to which the anticipated project cost to the taxpayers is in line with similar projects with similar benefits. • Project costs, information on similar projects and their costs, number of users. • Cost records exist, but will need to be compiled in a usable manner. Project Evaluation – Highway Modernization 6 Criteria: Mobility (Engineering) – 10 points Objective: • Improves mobility for all users (drivers, transit users, bicyclists, and pedestrians) based on: • The extent the project is engineered to improve persons per hour throughput in congested areas. • The extent to which the project improves bicycle or pedestrian access to transit or adds an important bicycle/pedestrian connection based on bicycle and pedestrian plans. Required Data: • Average Daily Traffic (ADT), Transit trips and ridership along the corridor, travel demand model output, bicycle and pedestrian usage in the area. Data Status: • The State Bicycle and Pedestrian Plans are currently under development. Better bicycle and pedestrian data could help improve these plans and how metrics under this objective are scored. Project Evaluation – Highway Modernization 7 Criteria: Economic Impact - 10 points Objective: Required Data: Data Status: • The extent to which the project is consistent with local and regional economic development plans. • Investment priority areas defined by the Executive Office of Housing and Economic Development (EOHED). • Some regions have defined Priority Development Areas, but not all. The Executive Office of Housing and Economic Development (EOHED) is working to establish a statewide plan for economic development. Project Evaluation – Highway Modernization 8 Criteria: Safety – 10 points Objective: Required Data: Data Status: • The extent to which the project addresses priority transportation safety concerns. • Vehicle crash data (property, injury, fatality), bicycle and pedestrian crash data. • There are currently data consistency issues across municipalities. MassDOT can work to develop crash reduction factors to make the metric more quantitative. Project Evaluation – Highway Modernization 9 Criteria: Environmental & Health Effects – 10 points* Objective: • The extent to which the project addresses environmental or health impacts of transportation projects in a positive or neutral manner: 1. Avoids impacts to wetlands or resource areas 2. Preserves wildlife 3. Manages storm water 4. Improves air quality 5. Reduces greenhouse gas emissions Required Data: • GIS environmental data layers. Data Status: • MassDOT is currently working out a process to measure greenhouse gas emissions for all projects as well as criteria contaminants for larger scale projects. *Up to 5 negative points will be allocated for negative impacts Project Evaluation – Highway Modernization 10 Criteria: Policy Support – 10 points Objective: Required Data: Data Status: • The extent to which the project addresses policy goals not accounted for or warrants credit beyond the criteria weight. • Factors may include: advancing social equity, synergy with other projects, legal requirements, climate change adaptation measures. • As needed to justify policy support. • Variable depending on project type. Project Evaluation: Highway Capacity Definition This category is for projects that add new connections or expand capacity on existing facilities that no longer address user demand. Examples of projects: Canton Interchange Needham-Wellesley Route 128 Add-A-Lane Bruce Freeman Rail Trail 11 Project Evaluation: Highway Capacity 12 Primary criteria Weight Mobility (Engineering) 25 Cost Effectiveness (Anticipated Cost) 20 Economic Impact 15 Environmental & Health Effects 10 Safety 10 Social Equity & Fairness 10 Policy Support 10 Total 100 The Highway Capacity and Highway Modernization scoring systems are very similar; however, a greater emphasis was given here to mobility and economic impact—the two primary drivers of capacity projects, as well as cost-effectiveness—due to the financial tradeoffs associated with capacity versus modernization projects. Project Evaluation – Highway Capacity Criteria: Mobility (Engineering) – 25 points 13 Objective: • Improves mobility for all users (drivers, transit users, bicyclists, and pedestrians) based on: • The extent the project is engineered to improve persons per hour throughput in congested areas. • The extent to which the project improves bicycle or pedestrian access to transit or adds an important bicycle/pedestrian connection based on bicycle and pedestrian plans. Required Data: • Average Daily Traffic (ADT), peak period trips, transit trips and ridership along the corridor, bicycle and pedestrian counts, travel demand model output, bicycle and pedestrian plans. Data Status: • The State Bicycle and Pedestrian Plans are currently under development. Need better bicycle and pedestrian data. Project Evaluation – Highway Capacity Criteria: Cost Effectiveness (Anticipated Cost) – 20 points 14 Objective: Required data: Data status: • The extent to which the project is an efficient use of resources based on anticipated lifecycle costs* per benefiting user**, cost per mile, and other relevant factors. • Anticipated maintenance costs, anticipated number of benefiting users 10 years out. • Database of average project costs; better modeling for multi-use paths. *Life-cycle costs include both capital and maintenance costs. **Benefiting users may just be road users in the peak period for roadway capacity projects if the roadway is only congested during the peak. Should be based on user projections 10 years out. Project Evaluation – Highway Capacity Criteria: Economic Impact – 15 points 15 Objective: Required Data: Data Status: • The extent to which the project is consistent with local, regional, and state economic development plans and can have an impact on the economic competitiveness of the region and the Commonwealth as a whole. • Investment priority areas defined by EOHED. • Some regions have defined Priority Development Areas, but not all. EOHED is working to establish a statewide plan for economic development. Project Evaluation – Highway Capacity Criteria: Environmental & Health Effects – 10 points* 16 Objective: • The extent to which the project addresses environmental or health impacts of transportation projects in a positive or neutral manner: 1. Avoids impacts to wetlands or resource areas 2. Preserves wildlife 3. Manages storm water 4. Improves air quality 5. Reduces greenhouse gas emissions Required Data: • GIS environmental data layers. Data Status: • MassDOT is currently working out a process to measure greenhouse gas emissions for all projects. *Up to 5 negative points will be allocated for negative impacts Project Evaluation – Highway Capacity Criteria: Safety – 10 points 17 Objective: Required Data: Data Status: • The extent to which the project addresses priority transportation safety concerns. • Vehicle crash data (property, injury, fatality), bicycle and pedestrian crash data. • Data consistency issues, MassDOT can work to develop crash reduction factors to make the metric more quantitative. Project Evaluation – Highway Capacity Criteria: Social Equity & Fairness – 10 points 18 Objective: Required Data: Data Status: • The extent to which the project provides mobility and/or environmental benefits to residents of environmental justice communities • GIS environmental data layers of environmental justice areas. • Data is available. Project Evaluation – Highway Capacity Criteria: Policy Support – 10 points 19 Objective: Required Data: Data Status: • The extent to which the project addresses policy goals not accounted for or warrants credit beyond the criteria weight. • Factors may include: synergy with other projects, legal requirements, climate change adaptation measures, added system preservation benefits, addresses local or regional priorities. • Variable depending on project type. • Variable depending on project type. Project Evaluation: MBTA Modernization Definition Projects aimed at leveraging the need to rehabilitate or replace assets in poor condition that can no longer be maintained to make broader improvements. These improvements can include incorporating new technology or making other enhancements to support economic development, improve mobility, reduce negative impacts to the environment, or increase safety. The impetus for these projects is not coming from an asset management program. Examples of projects: Green Line collision avoidance project Alewife garage repairs Electronics room upgrade at Riverside carhouse 20 MBTA Modernization Criteria and Weights 21 Primary criteria Weight Mobility/Operations Impact (Engineering) 35 System Preservation (Condition) 30 Cost Effectiveness/Financial Considerations (Anticipated Cost) 20 Policy Support 10 Environmental & Health Impacts 5 Total 100 As the MBTA already utilizes a prioritization process that is in line with the investment priorities agreed to by the Council, the Council recommends to defer to their scoring framework in all areas of overlap. The following slides explain elements not currently included in the MBTA framework (a summary of which accompanies this document). The weights are only changed from the MBTA framework to allow for a general policy support criteria, and a costeffectiveness measure that was recommended by the Governor’s MBTA Special Panel report.* *The purpose of the panel was to perform an in-depth, rapid diagnostic review of the MBTA’s core functions in response to failures that became apparent during the 2015 winter storms. The report was released in April 2015. Project Evaluation – MBTA Modernization 22 Criteria: Cost Effectiveness/Financial Considerations (Anticipated Cost) – 20 points Objective: Required Data: Data Status: • Cost per persons directly benefiting from the project (as modeled 10 years from anticipated completion). • Impact on operating costs and operating revenue. • Anticipated number of persons directly benefiting from the project; anticipated operating costs as a result of the project; anticipated revenue changes as a result of the project • Currently, the anticipated impact on operating costs and revenue is a qualitative measure. Project Evaluation – MBTA Modernization 23 Criteria: Policy Support – 10 points Objective: Required Data: Data Status: • The extent to which the project addresses policy goals not accounted for or warrants credit beyond the criteria weight. • Factors may include: synergy with other projects, benefit to low-income or minority populations, strong economic development case for the project. • Variable depending on project type. • Variable depending on project type. Project Evaluation: Regional Transit Modernization Definition Projects aimed at leveraging the need to rehabilitate or replace assets in poor condition that can no longer be maintained to make broader improvements. These improvements can include incorporating new technology or making other enhancements to support economic development, improve mobility, reduce negative impacts to the environment, or increase safety. The impetus for these projects does not come from an asset management system. Examples of projects: Replacement buses Improvements to Springfield maintenance facility New customer amenities (shelters, communication systems) 24 Project Evaluation –Regional Transit Modernization 25 Primary Criteria Weight Mobility (Engineering) 35 System Preservation (Condition) 30 Cost Effectiveness (Anticipated Cost) 20 Policy Support 10 Environmental & Health Impacts 5 Total 100 The primary Criteria and weights for Regional Transit Modernization mirrors that of the MBTA. However, the type and amount of data differs significantly between regional transit and MBTA activities, as well as the range of activities undertaken. The current recommendations for the objectives adopts the Rail & Transit Division’s language from their high level RTA project review, where relevant. Project Evaluation – Regional Transit Modernization 26 Criteria: Mobility (Engineering) – 35 points Objective: Required Data: Data Status: •The extent to which the project: • Improves customers’ transit experience through vehicle or facility improvements that increase on-time performance, reliability, route efficiency, passenger comfort, or service frequency. • Makes transit more accessible and convenient for all riders. • Leverages the latest technology to improve the convenience and usability of transit. • Types of improvements, user demographics. • Currently, regional transit agencies do not provide more than a project title and budget. For a more robust analysis, more detailed project information should be provided from the RTAs. Project Evaluation – Regional Transit Modernization 27 Criteria: System Preservation (Condition) – 30 points Objective: Required Data: Data Status: •The extent to which the project: • Meets a need identified in an asset management plan, fulfills asset management goals, and is supported by asset management data. • Replaces or rebuilds vehicles, facilities, and/or equipment that have reached or are about to reach the end of their useful life. • Supports preventive maintenance of transit vehicles, facilities, and/or equipment. • Asset management information. • Currently, regional transit agencies do not provide more than a project title and budget. For a more robust analysis, more detailed project information should be provided from the RTAs. Project Evaluation – Regional Transit Modernization 28 Criteria: Cost Effectiveness (Anticipated Cost) – 20 points Objective: Required Data: Data Status: • Anticipated cost per person directly benefiting from the project. • Impact on operating costs and operating revenue. • Anticipated number of people benefiting from the project; anticipated operating costs as a result of the project; anticipated revenue changes as a result of the project. • The ability to anticipate the number of users can be challenging. Impact on operating costs and revenues would likely be a qualitative measure until methods are established for anticipating quantitative impacts. Project Evaluation – Regional Transit Modernization 29 Criteria: Policy Support – 10 points Objective: Required Data: Data Status: • The extent to which the project addresses policy goals not accounted for or warrants credit beyond the criteria weight. • Factors may include: synergy with other projects or strong economic development argument for the project. • Variable depending on project type. • Variable depending on project type. Project Evaluation – Regional Transit Modernization 30 Criteria: Environmental & Health Effects – 10 points* Objective: Required Data: Data Status: • The extent to which the project impacts greenhouse gas emissions and supports smart growth development. • GIS environmental data layers. • MassDOT is currently working out a process to measure greenhouse gas emissions for all projects. *Up to 5 negative points will be allocated for negative impacts Project Evaluation: MBTA and Regional Transit Capacity Definition Transit Capacity projects are those that require new capital investments to increase capacity or expand the physical reach of the system. Examples of projects: Silver Line to Chelsea (MBTA) South Coast Rail (MBTA) Vehicle procurements beyond a 1:1 replacement New or expanded maintenance facilities 31 Project Evaluation – MBTA and Regional Transit Capacity 32 Primary criteria Weight Mobility (Engineering) 25 Cost Effectiveness (Anticipate Cost) 25 Economic Impact 20 Social Equity and Fairness 10 Environmental and Health effects 10 Policy Support 10 Total 100 The Council recommends that both MBTA And Regional Transit Capacity projects are evaluated against the same set of criteria (although MBTA projects will not be directly compared to regional transit projects). Project Evaluation – MBTA & Regional Transit Capacity 33 Criteria: Mobility (Engineering) – 25 points Objective: Required Data: Data Status: • Improve mobility and access for the most number of users. • Anticipated number of users after improvement. • For projects with planning studies that have been completed in the past, the data underlying the projections may be inconsistent since the studies were conducted at different times. Project Evaluation – MBTA & Regional Transit Capacity 34 Criteria: Cost Effectiveness (Anticipated Cost) – 25 points Objective: Required Data: Data Status: • The extent to which the project is an efficient use of resources based on cost per person who benefits and impact on operating expenses/revenue. • Anticipated peak period users and anticipated total number of users; total capital costs; anticipated maintenance costs. • Consistent methods and data for predicting the anticipated number of users is needed. Project Evaluation – MBTA & Regional Transit Capacity 35 Criteria: Economic Impact – 20 points Objective: •The extent to which a proposed project: • Induces additional, transit-supportive development in the future (based on relation to planning documents and/or economic impact analyses). • Addresses unserved or underserved transit needs of existing development based on demonstrated capacity issues on the existing network. • Increases access to jobs. Required Data: • Planning documents, economic impact models, employment center locations. Data Status: • Much of the data would be available if the project idea comes out of a transportation planning exercise; otherwise additional data may need to be gathered. Project Evaluation – MBTA & Regional Transit Capacity 36 Criteria: Social Equity & Fairness – 10 points Objective: Required Data: Data Status: • The extent to which the project provides mobility and/or environmental benefits to residents of environmental justice communities. • GIS environmental data layers of environmental justice areas and populations. • Data is available. Project Evaluation – MBTA & Regional Transit Capacity 37 Criteria: Environmental & Health Effects – 10 points* Objective: Required Data: Data Status: • The extent to which the project will reduce VMT with resultant improvements in air quality, criteria pollutants, or reduce GHG emissions in the project corridor. • FTA factors and calculations (or state identified methods, as appropriate). • MassDOT is currently examining methods for calculating greenhouse gas impacts for all transportation projects. *Up to 5 negative points will be allocated for negative impacts Project Evaluation – MBTA & Regional Transit Capacity 38 Criteria: Policy Support – 10 points Objective: Required Data: Data Status: • The extent to which the project addresses policy goals not accounted for or warrants credit beyond the criteria weight. • Factors may include: synergy with other projects, legal requirements, climate change adaptation measures, added system preservation benefits. •Variable depending on project type. • Variable depending on project type.