TDP Virtual Workshop: Preparer’s Guide Sessions

00:00:02 Speaker 1: Hi everyone! Welcome to the Virtual TDP Workshop: Guidance for Preparing and Reviewing TDPs.

00:00:09 Speaker 1: This was recorded in March of 2026.

00:00:17 Speaker 1: This workshop is designed to assist staff that prepare and review TDPs in understanding and clarifying the requirements, along with providing helpful pointers or examples.

00:00:29 Speaker 1: Each module will go over the TDP minimum requirements.

00:00:33 Speaker 1: We’ll offer the plain language interpretation and some helpful pointers to get your TDP done by component.

00:00:41 Speaker 1: Whenever you see the green light bulb throughout each module, you will know that the slide offers helpful guidance, examples, or pointers.

00:00:51 Speaker 1: Additionally, there are slides after each part of an element that will describe the steps needed to prepare, execute, and document the topic at hand.

00:01:00 Speaker 1: This module will also let you know where to find helpful resources, including information on FTPN, T-BEST, and the central office website.

00:01:12 Speaker 1: The virtual TDP workshop is divided into three parts: the Introduction with TDP Tools and Resources, the Preparer’s Guide, and the Reviewer’s Guide.

00:01:24 Speaker 1: You are currently listening to the Introduction module.

00:01:28 Speaker 1: In this module, we will go over what to expect in each virtual workshop session, along with some information about the new rule and the TDP Handbook and helpful resources.

00:01:40 Speaker 1: The Preparer’s Guide sessions will include information for agencies preparing TDPs.

00:01:46 Speaker 1: The modules include guidance on the public involvement process, and MPO coordination, operating context evaluation,

00:01:56 Speaker 1: Land Use and Corridor Assessment, 10-Year Operating and Capital Program, Annual TDP Updates, and Approval and Submission.

00:02:09 Speaker 1: The Reviewer’s Guide sessions will include information, guidance, and the checklist for reviewing five-year TDPs and annual TDP updates.

00:02:22 Speaker 1: It takes approximately 80 minutes to complete the preparer and reviewer sessions.

00:02:27 Speaker 1: You can listen to each module individually.

00:02:31 Speaker 1: Below lists the modules and the expected time to complete each.

00:02:36 Speaker 1: The preparer sessions are as follows.

00:02:39 Speaker 1: The Public Involvement Process module is approximately 13 minutes.

00:02:44 Speaker 1: The MPO Coordination module is approximately 7 minutes.

00:02:50 Speaker 1: The Operating Context Evaluation module is about seven minutes.

00:02:55 Speaker 1: The Land Use and Corridor Assessment module is approximately seven minutes.

00:03:01 Speaker 1: The Ten-Year Operating and Capital Program is approximately 17 minutes.

00:03:08 Speaker 1: The Annual TDP Update module is approximately six minutes.

00:03:14 Speaker 1: The Approval and Submission module is approximately six minutes.

00:03:20 Speaker 1: The reviewer sessions are as follows.

00:03:23 Speaker 1: The Reviewing Five-Year TDP module is approximately 15 minutes.

00:03:30 Speaker 1: The Reviewing Annual TDP Update module is approximately 2 minutes.

00:03:39 Speaker 1: This module is the introduction and overview of the TDP process.

00:03:44 Speaker 1: In this module, we also discuss the new rule that became effective in July 2024 and what has changed from the 2007 rule.

00:03:56 Speaker 1: Additionally, this module includes information about the new handbook that was created for the new rule.

00:04:04 Speaker 1: As some of you may know, the TDP rule was updated in July 2024.

00:04:09 Speaker 1: The rule update was designed to streamline and simplify the TDP process.

00:04:14 Speaker 1: It is intended to make the preparation and submission of TDPs more efficient and less burdensome.

00:04:20 Speaker 1: Additionally, there are a few changes, which we’ll go over in depth, including emphasis on coordination with the MPO and prioritizing projects.

00:04:28 Speaker 1: One of the most important changes for the TDP process is that the draft TDP is now due to FDOT on March 1st instead of the old September 1st date.

00:04:38 Speaker 1: Before we get into the new handbook, here’s an overview of the differences from the old rule from 2007 and the current rule, adopted in 2024.

00:04:47 Speaker 1: Like the rule, the process has been simplified and streamlined.

00:04:51 Speaker 1: There’s an emphasis on the plans review, the new MPO coordination process, and the land use and corridor development assessment.

00:04:58 Speaker 1: The 10-year operating and capital program that has always been a part of the TDP is still there, just tweaked a little bit.

00:05:04 Speaker 1: We will get into this more later.

00:05:08 Speaker 1: The new handbook supports the new streamlined and simplified TDPs and explains all of the TDP requirements.

00:05:14 Speaker 1: This includes more emphasis on the new elements, such as the MPO and LRTP coordination and the focus on priority projects and corridors.

00:05:22 Speaker 1: It provides guidance on funding for TDP projects and even provides FDOT resources for further research and support.

00:05:31 Speaker 1: Although the rule has changed, TDPs are still required if you receive FDOT block grant funding, but they can be so much more than that.

00:05:38 Speaker 1: They also help providers with vision planning and now will coordinate with the MPO’s LRTP and the Metropolitan Transportation Planning Process.

00:05:47 Speaker 1: The updated TDP will also be utilized in developing the UPWP, TIP, and other plans.

00:05:47 Speaker 1: The updated TDP will also be utilized in developing the UPWP, TIP, and other plans.

00:05:55 Speaker 1: Some of you may remember the old TDP components chart developed for the requirements of the 2007 rule, before the new rule was updated in July of 2024.

00:06:06 Speaker 1: There were nine components, including the baseline conditions assessment, the existing services and performance evaluation, public involvement, situation appraisal, goals and objectives, demand assessment, needs development and evaluation,

00:06:24 Speaker 1: the 10-year transit plan, and plan implications and coordination.

00:06:31 Speaker 1: Some of these elements are still present, just a little different and repackaged.

00:06:38 Speaker 1: So now we have streamlined those nine components to five components.

00:06:43 Speaker 1: We can think of developing a TDP like baking a cake.

00:06:46 Speaker 1: The public involvement process is like the eggs.

00:06:49 Speaker 1: It helps hold the cake together.

00:06:52 Speaker 1: We need public input to help make the providers plan its own and locally relevant.

00:06:57 Speaker 1: The MPO, planning process coordination, is like the milk or the oil.

00:07:02 Speaker 1: It helps the cake with its texture, just like the coordination process influences and helps form the TDP.

00:07:10 Speaker 1: The operating contact section is like the flour.

00:07:14 Speaker 1: Like how flour gives form to the batter, this component is where the TDP begins to form with local data analysis to support the 10-year operating and capital program.

00:07:26 Speaker 1: The land use and corridor development section is like butter, another necessary component to form a cake, and part of the TDP that helps give context and prioritization for the 10-year operating and capital program.

00:07:41 Speaker 1: The 10-year operating and capital program is the sugar.

00:07:45 Speaker 1: It is what makes the cake a dessert and not just a bread.

00:07:48 Speaker 1: This is where the TDP service and capital projects are combined into a phased program and prioritized.

00:07:58 Speaker 1: If you need additional guidance or information after listening to the workshop sessions, let’s talk about where to find that.

00:08:08 Speaker 1: Let’s talk about the online resources and technical support provided by FDOT for agencies preparing TDPs.

00:08:15 Speaker 1: The FDOT Public Transit Office provides help and assistance to transit agencies.

00:08:20 Speaker 1: It has continued to enhance its outreach to agencies on TDP development and reviews with the two key channels.

00:08:27 Speaker 1: FTPN, it’s FDOT’s main resource for TDP help, and we have a couple of slides to go over what that offers the FDOT Public Transit Office webpage.

00:08:39 Speaker 1: This also provides many important resources and useful links for TDP developers.

00:08:46 Speaker 1: The FTPN is a great resource for guidance materials for developing TDPs.

00:08:52 Speaker 1: FTPN is a partnership between FDOT, Florida Transit Agencies, and the Center for Urban Transportation Research,

00:08:59 Speaker 1: Also known as CUTR, at the University of South Florida to promote networking and information sharing among transit planning professionals in Florida.

00:09:08 Speaker 1: If you are not already, please join the e-mail list.

00:09:13 Speaker 1: The FTPN website has the TDP handbook, TDP due date schedule, links to approved TDPs, the TDP workshop presentation slides, technical assistance contact information,

00:09:28 Speaker 1: The official TDP rule, and T-BEST information to conduct the demand estimation assessment.

00:09:39 Speaker 1: Here are the web links to access these resources and tools.

00:09:43 Speaker 1: The TDP resources and FTP and listserv can be accessed at planfortransit.com.

00:09:49 Speaker 1: The FDOT Public Transit Office website can be found at www.fdot.gov/fdot/transitofficehome

00:00:01 Speaker 1: Public involvement is important to educate and inform the public and stakeholders about the TDP and its purpose and components.

00:00:08 Speaker 1: This process also assists in obtaining the local community’s input and guidance to support the development of the community public transportation vision.

00:00:18 Speaker 1: Before we go over the guidance on this component, let’s look at what the rule says that you are required to do here.

00:00:24 Speaker 1: The TDP preparation process shall include opportunities for public involvement as outlined in a TDP public involvement plan, approved by the department or the local MPO-adopted public involvement plan, approved by both the FTA and the FHWA.

00:00:39 Speaker 1: The provider is authorized to establish time limits for receipt of comments.

00:00:44 Speaker 1: The TDP shall include a description of the process used and the public involvement activities undertaken.

00:00:49 Speaker 1: As required by Section 341.052 FS, comments must be solicited from the local and regional workforce boards established under Chapter 445 FS.

00:01:01 Speaker 1: The department, the Local Regional Workforce Board, Local Government Comprehensive Planning Department,

00:01:06 Speaker 1: and the MPO shall be advised of all public meetings where the TDP is to be presented or discussed and shall be given an opportunity to review and comment on the TDP during the development of the proposed public transportation projects and services, and a 10-year implementation program.

00:01:26 Speaker 1: So, in other words, the rule requires you to notify the key stakeholders, which are FDOT, the local Regional Workforce Board, local government comprehensive planning departments, and the local MPO of all public meetings where the TDP is presented or discussed.

00:01:42 Speaker 1: Provide the same set of stakeholders with an opportunity to review and comment on the TDP during the development of the proposed projects, services, and the implementation program.

00:01:52 Speaker 1: Request comments from the local Regional Workforce Board.

00:01:55 Speaker 1: Now, this isn’t a requirement, but you can establish time limits for receiving comments from key stakeholders.

00:02:01 Speaker 1: You also have the choice of using your MPO’s adopted PIP if it has been approved by the FTA and the FHWA.

00:02:09 Speaker 1: Or you can create your own TDP PIP.

00:02:12 Speaker 1: We’ll go over this a little more later.

00:02:15 Speaker 1: If you do decide to prepare your own TDP-specific PIP, you must submit the draft to your FDOT district office to have your district review it and approve it.

00:02:25 Speaker 1: Then, when you get the approval letter, make sure you save it and include the approval letter along with the PIP in the full draft TDP.

00:02:32 Speaker 1: Make sure your PIP has descriptions of what you plan to do in the public involvement process.

00:02:37 Speaker 1: Then, after obtaining approval, it is time to conduct the outreach events that you described in the submitted PIP.

00:02:43 Speaker 1: The rule doesn’t require you to give advance notice of the outreach events to the public, but it is always best to check with local requirements to make sure there’s no requirement for public notice.

00:02:53 Speaker 1: After outreach is conducted, include a summary of all the outreach events conducted with details on the results and findings.

00:03:00 Speaker 1: Make sure you connect with key stakeholders we discussed earlier: FDOT, the Local Regional Workforce Board, Local Government Comprehensive Planning Department, and the local MPO.

00:03:10 Speaker 1: Also, it is important that you develop a tentative project schedule that takes into account all of the new requirements, like coordinating with the MPO.

00:03:17 Speaker 1: It is okay if the schedule adjusts somewhat but ensure that you hit the overall deadline to submit by March 1st.

00:03:22 Speaker 1: Like I said earlier, it is now a requirement to involve the local planning staff and workforce staff to remember them when it comes time to plan outreach events.

00:03:31 Speaker 1: For our key stakeholders, it is critical to do a few things.

00:03:34 Speaker 1: Notify them about public meetings where the TDP is to be presented or discussed and allow them to review and comment when developing the TDP.

00:03:42 Speaker 1: You are allowed to establish time limits when asking for comments.

00:03:47 Speaker 1: If you have the resources, it is recommended that you set up a mechanism for project review, like a project review team that includes the key stakeholders we previously discussed, but can also include other stakeholders that have a vested interest, like bike ped organizations, the school board, or tourism boards.

00:04:02 Speaker 1: Although sometimes the more the barrier, it is helpful to keep the size to five to seven people.

00:04:07 Speaker 1: With this group, you should also consider establishing time limits when asking for comments, something like about two weeks.

00:04:12 Speaker 1: Again, a review team is not required, but you will still have to keep the key stakeholders informed.

00:04:20 Speaker 1: You will have to develop a TDP-specific PIP unless you decide to use your MPO’s PIP, which must have been approved by both the FTA and FHWA.

00:04:29 Speaker 1: If you go the route of developing a TDP-specific PIP, you need to make sure you include descriptions of the planned outreach activities with the tentative schedule.

00:04:38 Speaker 1: Make sure you receive approval for your TDP-specific PIP before conducting any major outreach efforts.

00:04:46 Speaker 1: Once you have a draft PIP with all the outreach efforts you plan to conduct, e-mail the document to your FDOT district representative for approval.

00:04:53 Speaker 1: You may need to use a file transfer system to send the PIP.

00:04:57 Speaker 1: Make sure to follow up with FDOT as needed to obtain approval.

00:05:00 Speaker 1: Remember to include the PIP approval letter in the TDP appendix.

00:05:05 Speaker 1: Here is some guidance on using the MPO’s PIP.

00:05:08 Speaker 1: First, ensure both the FTA and FHWA have approved the MPO’s PIP.

00:05:13 Speaker 1: If you do decide to use the MPO PIP, it is important to review it to make sure it fits the type of outreach you would like to conduct.

00:05:19 Speaker 1: Although not necessary, it is recommended that you let FDOT know of your intention to use the MPO PIP and get approval.

00:05:27 Speaker 1: When preparing a PIP, you want to make sure it includes strategies that encourage the public and stakeholders to give input.

00:05:33 Speaker 1: It’s important to make sure there are plenty of opportunities for the public to get involved.

00:05:37 Speaker 1: Think about developing outreach methods that will reach your community best, including riders, the public, stakeholders, and any relevant agency partners.

00:05:45 Speaker 1: Overall, an effective PIP will support the community’s understanding of the components and benefits of the TDP process.

00:05:51 Speaker 1: It’s important to develop methods or strategies that will reach your community best, specifically two-way communication options.

00:06:00 Speaker 1: Also, remember to build in flexibility in the description since the overall TDP schedule may be fluid.

00:06:05 Speaker 1: Consider the resources you have available and what you can incorporate efficiently to get the most feedback from the public and stakeholders.

00:06:12 Speaker 1: An effective PIP shows how the agency will be efficient and get the most bang for its buck.

00:06:18 Speaker 1: So now that we have the PIP approval, what’s next?

00:06:21 Speaker 1: Now you can start the outreach process like your PIP outlined.

00:06:24 Speaker 1: Double check to see if there are any public notification requirements.

00:06:27 Speaker 1: If there are requirements, make sure you follow them.

00:06:30 Speaker 1: If you plan to have any public events, it is important to consider hosting them at a location that is served by transit, is ADA accessible, and addresses any needed language requirements.

00:06:39 Speaker 1: After you have executed your PIP, summarize the who, what, when of the process, and any notable findings.

00:06:46 Speaker 1: Throughout the TDP process, the outreach process should educate the public, learn about what they want through their feedback, incorporate what they said into the development of the service and capital needs, consider the outreach practices and tools, not just for your TDP to improve the quality of the feedback received, and market transit benefits to the public.

00:07:06 Speaker 1: The TDP process is a great marketing tool to get people to know about transit if they don’t already.

00:07:13 Speaker 1: We have talked a lot about including activities that you plan to do in the PIP and then summarizing the results in the TDP.

00:07:18 Speaker 1: So, what are some options for the outreach activities?

00:07:21 Speaker 1: Let’s talk about some events and survey strategies you can use to engage the public.

00:07:26 Speaker 1: Starting with public workshops, there are in-person meetings, typically at a location that is already served by transit.

00:07:32 Speaker 1: The workshops help to meet the community where they are and get to know their transit needs.

00:07:36 Speaker 1: If you do want to have more than one workshop, you could conduct one later to gather feedback on the proposed schedule of projects.

00:07:45 Speaker 1: When planning the public workshops, you should consider the size and transit coverage of the community and also the community direction for transit when thinking about how many events to host.

00:07:54 Speaker 1: Try to meet the public where they already are and piggyback on already planned events, like a farmer’s market.

00:08:01 Speaker 1: Here are some tips and examples for planning, conducting, and documenting public workshops in your TDP.

00:08:06 Speaker 1: It is recommended that you put at least one workshop in the early stage to learn more about community needs.

00:08:11 Speaker 1: If you’re going to have more than one workshop, think about having one in a later phase to get feedback after developing the schedule of projects.

00:08:18 Speaker 1: You should always check local mandates on public notice, but if your community doesn’t have any, it is best to give at least two weeks’ notice.

00:08:27 Speaker 1: Last, but certainly not least, make sure to notify the key stakeholders.

00:08:30 Speaker 1: In this case, you need to at least notify FDOT, the Workforce Board, Comprehensive Planning Department, and the MPO.

00:08:39 Speaker 1: When conducting a public workshop, it is helpful to bring visual aids, like display boards, to show the public.

00:08:45 Speaker 1: Since it is so important to get feedback, make sure you bring paper surveys if you are going to have a survey.

00:08:50 Speaker 1: If not, think of another way to gather and document feedback.

00:08:54 Speaker 1: If you have the resources to hold multiple workshops, consider holding them at different locations throughout the Transit Networks area.

00:09:00 Speaker 1: This will help increase a variety of feedback received.

00:09:04 Speaker 1: When you get back to the office after your workshop, it is important to summarize the details such as the who, what, when, and where.

00:09:10 Speaker 1: If you took photos, make sure to include them.

00:09:12 Speaker 1: If you did bring surveys or some sort of feedback instrument to collect data, it is helpful to document what those participants said.

00:09:20 Speaker 1: Stakeholder interviews are typically conducted one-on-one to get the independent perspective of the interviewee, typically community leaders or decision makers.

00:09:27 Speaker 1: We would suggest choosing those in the community that know about transit or support it.

00:09:31 Speaker 1: It is important to consider the amount of time and resources you have, so the number of interviews may vary.

00:09:38 Speaker 1: Think about the size of the community, your agency’s relationship with the city/county leadership, and existing and expected growth in the service area.

00:09:46 Speaker 1: Virtual or phone meetings may be preferred as they offer more flexibility to the interview participants and are less time-consuming.

00:09:52 Speaker 1: This also helps save resources.

00:09:56 Speaker 1: If you plan to have stakeholder interviews, then you have to think about who you would like to talk to as well as what types of feedback you would like to get.

00:10:02 Speaker 1: This will help you form questions.

00:10:04 Speaker 1: Once you have who you’d like to speak with and the interview questions, it’s time to start coordinating to schedule the stakeholder interviews.

00:10:12 Speaker 1: During the stakeholder interviews, it is important to take notes so they can be summarized later.

00:10:16 Speaker 1: After all the stakeholder interviews are complete, review them and then note what, if any, major themes stand out.

00:10:22 Speaker 1: If anything notable was said, it is important to include it too.

00:10:26 Speaker 1: Another way to engage the stakeholders or community leaders is to hold group discussions.

00:10:31 Speaker 1: This may include some of the same stakeholders that were interviewed individually but are typically grouped by agency or group type.

00:10:37 Speaker 1: Again, virtual group discussions should be considered to make it easy for participants to attend while also saving resources for the transit agency.

00:10:45 Speaker 1: When starting to plan to conduct a group discussion, identify who you would like to include.

00:10:49 Speaker 1: These group discussions should ideally be held earlier in the TDP process to get feedback about the agency’s directions or need.

00:10:56 Speaker 1: It is recommended that you select about 10 to 12 entities that you would like to include.

00:11:01 Speaker 1: Ultimately, everyone may not be able to participate and you want to end up with about 8 to 10 participants.

00:11:07 Speaker 1: You also may want to use the stakeholder questions if you are doing stakeholder interviews as a starting point for the discussion group questions.

00:11:14 Speaker 1: They can be tweaked based on group.

00:11:17 Speaker 1: Although in-person discussion groups can be great, it is recommended that discussion groups are conducted virtually to make it convenient for participants to join.

00:11:25 Speaker 1: When summarizing the result, make sure to include the entities that participated and the key themes or input that participants offered.

00:11:33 Speaker 1: Online surveys have made it very easy to reach the public.

00:11:36 Speaker 1: These surveys can help you narrow down the general community needs and concerns along with writers.

00:11:41 Speaker 1: If you are only planning on doing one survey, it is recommended that you conduct it at the beginning.

00:11:46 Speaker 1: It is important to keep the survey short and easy to understand so the public can quickly complete it.

00:11:51 Speaker 1: To make sure there is enough time for the word to get out, it is recommended that the survey be available for at least two weeks.

00:11:57 Speaker 1: If you have the resources to do multiple surveys, a rider survey is another great option to check the polls on the existing rider needs.

00:12:06 Speaker 1: Overall, it is recommended that at least one survey is conducted during the TDP process and some of the questions capture who the respondent is and what their transit needs are.

00:12:14 Speaker 1: It is important to leverage all resources available to get the word out about the survey.

00:12:18 Speaker 1: This may include coordination with the TDP stakeholders to send out the survey or distribute it via any known listservs.

00:12:26 Speaker 1: So, utilizing all available media platforms and websites may mean using county websites, social media, any community e-mail lists, stakeholders, discussion group members, or community organizers that have access to encourage respondents to take the survey.

00:12:40 Speaker 1: Even if only conducting a general public survey, posting a QR code on the buses will give the existing ridership base a channel to give feedback.

00:12:47 Speaker 1: Additionally, if you’re planning to host events, like a workshop, or even attend grassroots events, then bring the survey there to get quantitative feedback.

00:12:56 Speaker 1: Although it is recommended to keep your survey short, when summarizing the survey, you may choose to select the key relevant survey questions.

00:13:02 Speaker 1: When summarizing the results in the TDP, it is recommended to use graphs and keep the summary short.

00:00:02 Speaker 1: So now let’s discuss a brand-new element, the Metropolitan Transportation Planning Process Coordination Program, which will occur throughout the development of the TDP.

00:00:10 Speaker 1: This new element was included in the rule to increase coordination and collaboration with partner agencies like your local MPO or TPO.

00:00:17 Speaker 1: It’s important to note that this does not have to be a chapter in your TDP as it is woven in through many components.

00:00:23 Speaker 1: It is still important to include or document all the required elements and the appropriate components.

00:00:30 Speaker 1: Before we go over the guidance on the Metropolitan Transportation Planning Process Coordination Program, let’s look at what the rule says that you’re required to do here.

00:00:39 Speaker 1: The TDP shall include a detailed coordination program defining collaborative participation and consistency in developing and implementing both the TDP and LRTP with the local metropolitan planning organization.

00:00:51 Speaker 1: as well as other related MPO multimodal planning and programming, including the Unified Planning Work Program, UPWP, the Transportation Improvement Plan, TIP, and corridor development studies.

00:01:05 Speaker 1: So, in other words, the rule requires you to show that you are involved the MPO in the TDP process, which can be shown through involving staff, committees, and/or board members, which we’ll talk about more in this section.

00:01:17 Speaker 1: Coordinate with the MPO when applicable on data, including socioeconomic forecast data from the LRTP.

00:01:23 Speaker 1: Collaborate with the MPO on outreach efforts, if possible, if the LRTP is ongoing, or receive the outreach findings to review and incorporate when applicable.

00:01:31 Speaker 1: If possible, feed the TDP’s project priorities and any applicable transit-related guidance into the MPO’s LRTP, and ensure that the TDP is consistent with the LRTP goals and objectives in the short term.

00:01:43 Speaker 1: Review the current UPWP, TIP, and any available corridor studies.

00:01:48 Speaker 1: Remain consistent with them and ensure any applicable elements are considered for the schedule of projects.

00:01:54 Speaker 1: Coordinate with the MPO to consider inclusion of the project priorities in the UPWP, TIP, and any available corridor studies.

00:02:03 Speaker 1: Overall, it is required to demonstrate MPO involvement.

00:02:06 Speaker 1: This may include involving MPO staff, committees, or board members somewhere in the TDP process.

00:02:11 Speaker 1: Or it may look like coordinating with the MPO data, including the LRTP socioeconomic forecast data for the TDP baseline and future data.

00:02:21 Speaker 1: This coordination should happen throughout the TDP process.

00:02:23 Speaker 1: This is not a one-time event or effort.

00:02:26 Speaker 1: We’ll talk about this more, but as an overview, it should happen at the outset of the TDP, during the public involvement process, and when developing the TDP operating and capital needs.

00:02:37 Speaker 1: At the outset of the TDP, it is suggested that you include an MPO representative if you plan to have a review team.

00:02:43 Speaker 1: Also, you should coordinate with MPO staff to obtain the socioeconomic forecast data so it can be utilized for the TDP baseline in future years, if and as available.

00:02:54 Speaker 1: If the TDP and the LRTP are ongoing at the same time, it is important to coordinate with the MPO on scheduling.

00:03:00 Speaker 1: As always, coordinating with the MPO early is a great idea, especially to develop TDP operating and capital needs that can feed the LRTP.

00:03:09 Speaker 1: During the TDP process, coordinate with any already planned outreach activities to save both the MPO and agency resources and effort.

00:03:17 Speaker 1: If the LRTP is ongoing, it would be ideal to piggyback on any efforts, like public workshops, conducted during the TDP outreach timeframe.

00:03:25 Speaker 1: It is important to have at least one TDP survey, but the LRTP survey can supplement by adding transit questions to collect additional data and input for the TDP.

00:03:35 Speaker 1: When developing the TDP operating and capital needs, the agency should coordinate with the MPO to guide the project priorities in the LRTP.

00:03:43 Speaker 1: At the outset of the TDP, hopefully there was coordination with the MPO so that the short-range transit plan can feed into the LRTP.

00:03:52 Speaker 1: Coordinate with the LRTP or review the transit priority corridors in the adopted LRTP for any transit priority corridors, which will be incorporated in the Land Use and Corridor Assessment module.

00:04:05 Speaker 1: The MPO’s UPWP, TIP, and corridor studies are required to be reviewed.

00:04:10 Speaker 1: It is best to review them early in the process to ensure consistency, but again, later, coordinate with the MPO to ensure the project priorities are considered for the next update of the documents or if a new relevant study is conducted.

00:04:22 Speaker 1: Also ensure that the TDP remains consistent or complements any relevant or applicable programs, plans, or initiatives.

00:04:28 Speaker 1: These plans will be revisited later, so please keep this in mind.

00:04:33 Speaker 1: Like we said before, ensure the relevant projects, programs, and any grants are considered to include in the TIP.

00:04:39 Speaker 1: Review again when developing and prioritizing to identify and determine the impact on your transit agency and/or network.

00:04:46 Speaker 1: You should continue to coordinate with the MPO for the TDP projects needed to be included in the TIP and ensure the implementation and timeline is appropriate.

00:04:54 Speaker 1: Like the TIP, ensure the relevant projects are considered to include in the PWP.

00:04:59 Speaker 1: Review again when developing and prioritizing to identify and determine the impact on your transit agency and/or network.

00:05:05 Speaker 1: You should continue to coordinate with the MPO to be considered in the UPWP in the implementation timeline as appropriate.

00:05:12 Speaker 1: Not all MPOs have conducted corridor development studies, but if some have been conducted, it is important to identify and coordinate where appropriate for transit development and impacts.

00:05:22 Speaker 1: It’s important to note where future transit needs and development and/or where planned improvements for local corridors are.

00:05:28 Speaker 1: These will help inform and influence the development or the TDP transit operating capital needs.

00:05:34 Speaker 1: When you review available corridor studies, it is important to coordinate with the applicable agencies if there is any feedback.

00:05:41 Speaker 1: If the resources are available, participate in any other MPO processes or committees if there are any ongoing corridor development efforts.

00:05:50 Speaker 1: So, when you are starting your TDP and planning to start coordinating with your local MPO, you should consider if you have a project review team, include MPO staff, possibly include members of the MPO, MPO board, or committees as key stakeholders,

00:06:04 Speaker 1: Coordinate with MPO to review the LRTP timeline if it is an ongoing effort.

00:06:08 Speaker 1: If it is, you should coordinate.

00:06:10 Speaker 1: Also coordinate with MPO to obtain the socioeconomic data and any outreach results for the LRTP if it is ongoing or has already been adopted.

00:06:18 Speaker 1: Review the UPWP, TIP, and any corridor studies and describe how they relate to the TDP and include any relevant information.

00:06:27 Speaker 1: When thinking about coordination and documenting, think about engaging MPO staff in the review team or in a scheduled call, using the LRTP socioeconomic data, or collaborating on any data or outreach result sharing where possible.

00:00:03 Speaker 1: The operating context evaluation component involves analyzing relevant data to evaluate the current and future operating environment to create context for transit with the goal of identifying service gaps and potential system deficiencies.

00:00:17 Speaker 1: Before we go over guidance on this component, let’s look at what the rules says that you’re required to do here.

00:00:23 Speaker 1: TDPs are required for grant program recipients in Section 341.052FS.

00:00:29 Speaker 1: A TDP shall be the provider’s planning, development, and operational guidance document based on a 10-year planning horizon and covers the year for which funding is sought in the nine subsequent years.

00:00:40 Speaker 1: A TDP, or an annual TDP update, shall be used in developing the department’s five-year work program, the Transportation Improvement Program, and the department’s program and resource plan.

00:00:51 Speaker 1: A TDP shall be adopted by a provider’s governing body.

00:00:55 Speaker 1: Technical assistance in preparing TDPs is available for the department.

00:01:00 Speaker 1: TDPs shall be updated every five years in coordination with the development of the local MPO’s Long-Range Transportation Plan (LRTP) and the Metropolitan Transportation Planning Process.

00:01:11 Speaker 1: The development of TDPs and MPOs LRTPs shall be coordinated using the comparable baseline year and future year data to identify the multimodal system deficiencies considering land use, state and local transportation plans, other governmental actions and policies, and socioeconomic trends.

00:01:32 Speaker 1: Relationship review to other plans.

00:01:34 Speaker 1: The TDP shall consider and be consistent with the Florida Transportation Plan, the Local Government Comprehensive Plans, the MPO Long-Range Transportation Plan, and regional transportation goals and objectives.

00:01:46 Speaker 1: The TDP shall discuss the relationship between the Public Transportation 10-Year Operating and Capital Program and other local plans.

00:01:58 Speaker 1: So in other words, the rule requires you to use the most recent socioeconomic forecast data from the MPO LRTP as available.

00:02:05 Speaker 1: Summarize the analysis and evaluation results using maps, tables, and graphics.

00:02:10 Speaker 1: Review the plans that are required by the rule before the development of the TDP operating and capital project priorities to stay consistent.

00:02:17 Speaker 1: Document by summarizing any key findings or implications from this review.

00:02:22 Speaker 1: After you have developed the TDP operating capital projects, review the plans again to identify the relationship between the TDP priorities and the reviewed plans.

00:02:32 Speaker 1: The operating context evaluation provides the foundation upon which to review trends, begin to evaluate impacts on the community’s transportation networks and services, and helps to provide a picture of what types of new, modified, and or expanded transit services may or may not prove to be realistic and successful in the service area.

00:02:52 Speaker 1: This component is made-up of three elements, baseline conditions, existing transit system, and relevant plans and studies.

00:03:00 Speaker 1: We’ll go over each element and explain more about what is expected to meet the requirements.

00:03:05 Speaker 1: When completing the baseline conditions review, collect your data sources.

00:03:09 Speaker 1: These sources can include your local MPO, the transit agency itself, and federal sources like the Census and ACS.

00:03:16 Speaker 1: Define your study area.

00:03:18 Speaker 1: Since transit networks can cross county or city lines, it is important to determine what the study area is.

00:03:23 Speaker 1: Once these elements are in place, you are ready to begin the demographic and socioeconomic data analysis.

00:03:29 Speaker 1: Some elements to include in the demographic and socioeconomic data analysis include population and housing density data, employment density data, or the industry makeup of the area, any applicable socioeconomic factors, including those that may be relevant to transit-oriented populations, commuting or travel behavior patterns, if applicable, seasonal populations like snowbirds.

00:03:50 Speaker 1: And these are just suggestions.

00:03:52 Speaker 1: Depending on your resources and community needs, you can expand or scale down the level analysis.

00:03:58 Speaker 1: So, in short, when you’re putting together the baseline conditions element, it is recommended that you start by defining what the TDP study area is depending on the transit network, geographic coverage and boundaries.

00:04:08 Speaker 1: Gather any needed data for analysis from the MPO, Census, ACS, and or BEBR.

00:04:14 Speaker 1: And to review and assess, it is recommended that you make maps using GIS or Google Earth in combination with Excel for the graphics.

00:04:23 Speaker 1: Document your findings in your TDP with maps, graphs, and tables like these on the slide.

00:04:28 Speaker 1: Again, all the data from these maps, graphs, and tables can be found at free, local, and federal sources.

00:04:35 Speaker 1: The next element is the existing transit system review.

00:04:38 Speaker 1: This review should include a system profile that includes a brief history about the agency and its governance, a summary of the existing routes, services, and the capital infrastructure that supports them, a brief review of key operating metrics or any relevant KPIs, a map of the service area with the existing routes or services or relevant infrastructure that supports them, and ideally the map would highlight the walk access and the ADA paratransit access areas.

00:05:06 Speaker 1: When putting together your transit system review, you should gather existing service data, like the existing network, historic NTD data that can help summarize the KPIs or any key operating metrics.

00:05:18 Speaker 1: And when completing your review and assessment of the data, you should review and identify the selected performance indicators from NTD, review and summarize the existing network and any supporting infrastructure,

00:05:29 Speaker 1: Then, lastly, you should document this analysis by using maps and graphs along with short narratives to go with them.

00:05:36 Speaker 1: To be compliant with the rule, it is important to review and be consistent with the Florida Transportation Plan, local government comprehensive plans, your local MPO LRTP, any regional transportation goals and objectives, so like a regional LRTP if it’s available, the current UPWP, TIP, and relevant corridor development studies.

00:05:56 Speaker 1: As resources allow, you can review additional plans after all the key relevant plans have been reviewed.

00:06:01 Speaker 1: It’s important to document the relevant implications and recommendations in your TDP.

00:06:07 Speaker 1: If you do have the resources to review additional plans, it may help to look at the currently adopted TDP in the most recent annual TDP update, adopted TDPs and LRTPs of adjacent counties, relevant transit studies for college campuses, airport master plans, or other mobility studies,

00:06:25 Speaker 1: Asset management plans like the TAM plan or safety plans for the transit agency.

00:06:30 Speaker 1: Any economic development or community redevelopment plans that may suggest new transit demand and or service needs.

00:06:38 Speaker 1: When beginning to conduct the relationship review to other plans, make sure to gather the required studies and any additional plans like we discussed as resources allowed.

00:06:48 Speaker 1: Review the studies and plans to identify initiatives or relevant recommendations that may hurt or help transit services.

00:06:54 Speaker 1: Document the key findings and how it may affect the transit network in your TDP.

00:00:02 Speaker 1: The Land Use and Corridor Development Assessment is also a new element.

00:00:05 Speaker 1: It will assist by adding new tools and techniques to understand and respond to needs and barriers that may affect the system.

00:00:12 Speaker 1: Before we go over the guidance on the Land Use and Corridor Development Assessment, let’s look at what the rule says that you’re required to do here.

00:00:20 Speaker 1: Land Use and Corridor Development Assessment.

00:00:23 Speaker 1: An assessment of the extent to which the land use and urban design patterns in the provider’s service area support or hinder the efficient provision of existing and future transit services, including any efforts being undertaken by the provider or local land use authorities to foster a more multimodal operating environment.

00:00:40 Speaker 1: This assessment will also address priority transit corridors developed in the TDP as well as in the LRTP for consistency and coordination.

00:00:52 Speaker 1: So, in other words, the rule requires you to review and assess general land use and urban design patterns.

00:00:57 Speaker 1: Specifically, you are looking for anything that may support or impede service for existing or future services.

00:01:03 Speaker 1: Look for any documents or plans by transit agencies or land use authorities that may show planned initiatives or efforts.

00:01:09 Speaker 1: Summarize any findings and document the implications from the land use and urban design patterns review.

00:01:15 Speaker 1: And identify a list of transit corridors that may help enhance or add new transit services and infrastructure.

00:01:23 Speaker 1: After identifying the transit corridors, develop a priority ranking of the selected transit corridors based on an evaluation.

00:01:30 Speaker 1: Coordinate with the local MPO for any priority transit corridors that are listed in the LRTP.

00:01:36 Speaker 1: Prepare the final list of priority transit corridors, if any, using maps and tables.

00:01:41 Speaker 1: Finally, document the methodology for the selection and evaluation of the TDP priority transit corridors.

00:01:48 Speaker 1: The land use assessment and corridor development is a two-part assessment.

00:01:52 Speaker 1: In the end, you should be able to better understand and respond to the community’s transit needs and barriers.

00:01:58 Speaker 1: When conducting the land use assessment, make sure to note any clusters of high-density land uses or mixed-use areas.

00:02:04 Speaker 1: These are generally supportive of transit.

00:02:07 Speaker 1: Document specific areas or corridors that may be candidates for increased residential or commercial densities.

00:02:13 Speaker 1: Look for urban design policies and patterns that may support the development of land use and urban design, help align investment priorities for transit, or help coordinate the vision for transit laid out in the TDP.

00:02:27 Speaker 1: Additionally, it is helpful to review developments.

00:02:30 Speaker 1: Continue to coordinate with any relevant local government for land use and urban design decisions and discussions for existing or planned routes.

00:02:37 Speaker 1: Look for any overlay zoning districts that are supportive of transit.

00:02:42 Speaker 1: Review and identify local land use designs or regulations such as parking codes or new developments that may help or hinder the service opportunities.

00:02:50 Speaker 1: Identify and document any of the efforts or initiatives that may increase transit demand for transit services.

00:02:57 Speaker 1: When it’s time to conduct the land use assessment, you will need to gather land use maps, any recent urban design efforts, and available information about new growth and activities.

00:03:06 Speaker 1: You’ll have to review and identify efforts and initiatives that will support or challenge transit service growth.

00:03:12 Speaker 1: When documenting, include any maps or renderings with a summary of the relevant information and any implications about known strengths and weaknesses.

00:03:21 Speaker 1: The Priority Corridor Development Assessment reviews and compiles data from prior TDP components, including the context evaluation, land use or urban design assessments, and public involvement.

00:03:33 Speaker 1: These components help identify opportunities for enhanced transit corridors.

00:03:37 Speaker 1: Now, this does not have to be a huge drain on resources or for staff.

00:03:41 Speaker 1: It is up to you.

00:03:42 Speaker 1: You are free to use a simple GIS and Excel exercise to identify and prioritize the corridors, or something more intricate and involved.

00:03:52 Speaker 1: So, if you do not have any transit corridors, make sure to note that in the TDP.

00:03:56 Speaker 1: These corridors can also be developed or added in the annual TDP update.

00:04:01 Speaker 1: Overall, the goal is really to start building the foundation for the 10-year operating and capital program by beginning to identify priority areas for transit.

00:04:10 Speaker 1: The first step in this exercise is to identify corridors that will help you maximize transit investment.

00:04:15 Speaker 1: These maps can be done in GIS or Google Earth.

00:04:18 Speaker 1: When prioritizing later, you will also use these tools to map them out.

00:04:24 Speaker 1: Now let’s talk about where to start with the corridor selection.

00:04:26 Speaker 1: You should consider all corridors where routes are present, but there should be emphasis on corridors with the most productive routes.

00:04:34 Speaker 1: Review any socioeconomic or demographic data, like population and employment densities.

00:04:39 Speaker 1: Looking at where they are may also help drive emerging corridors.

00:04:43 Speaker 1: It’s very important in your review of your local MPO’s LRTP, it is very important to know any transit corridors they have identified.

00:04:52 Speaker 1: You can also use local knowledge, any corridors that have always been identified as having a high transit demand.

00:04:58 Speaker 1: Use any traffic or LOS congestion indicator data.

00:05:01 Speaker 1: These may also help identify areas that have existing or emerging demand.

00:05:06 Speaker 1: After you have completed your review of land use and urban design, go back and review any land uses or urban design efforts that support walkability and connectivity, concepts that go hand in hand with transit.

00:05:17 Speaker 1: Also, this may be a great question to add to the stakeholder interviews or discussion groups if you are conducting them.

00:05:24 Speaker 1: If not, make sure to consult the key stakeholders we talked about earlier for their input.

00:05:28 Speaker 1: It is important to note that you can use information and data that has already been collected.

00:05:35 Speaker 1: No need to do any extra work if there are not any additional resources.

00:05:39 Speaker 1: When thinking about the criteria that can be used to prioritize the corridors that have been identified, you can consider existing ridership or demand, results from any public outreach efforts, land use or urban design review, any facility or infrastructure connectivity consideration, direction from the local plans review, general connectivity to and from key or local regional areas.

00:06:04 Speaker 1: If the LRTP has prioritized corridors, it is important to coordinate and review the rankings of these corridors.

00:06:11 Speaker 1: The prioritized corridors are ultimately designed to help you and provide a strong foundation when developing the 10-year operating and capital program, which addresses transit gaps and deficiencies.

00:06:22 Speaker 1: So, in short, when conducting the priority transit corridor assessment, you need to, first, figure out the criteria that is best to use for your community and network.

00:06:31 Speaker 1: Then gather the data that you will need to assist with this evaluation.

00:06:35 Speaker 1: This can be from the MPO, outreach efforts, and data from other components.

00:06:39 Speaker 1: It is very important to review the adopted LRTP and other relevant plans to determine if there are already identified corridors.

00:06:46 Speaker 1: After reviewing the corridor data and using the selected evaluation criteria, complete the evaluation.

00:06:52 Speaker 1: After completing the evaluation, you have developed the priority transit corridors.

00:06:57 Speaker 1: Now it is time to document this.

00:06:58 Speaker 1: It is recommended to use visuals like maps and tables to show the priority transit corridors in their respective rankings.

00:00:02 Speaker 1: The 10-year operating and capital program builds off all the prior analysis and review that has been completed so far.

00:00:08 Speaker 1: The goal is to identify any improvement or strategies to support and achieve the community’s transit vision for the next 10 years.

00:00:15 Speaker 1: This section will result in a list of priority projects that will meet unmet transit demand and mobility needs.

00:00:21 Speaker 1: Now for the 10-year operating and capital program.

00:00:24 Speaker 1: Let’s look at what the rule says that you are required to do here.

00:00:27 Speaker 1: A 10-year operating and capital program.

00:00:29 Speaker 1: This program shall include, one, a 10-year schedule of projects that identifies the provider’s future operating and capital projects over a 10-year planning horizon.

00:00:40 Speaker 1: The 10-year schedule of projects shall include project descriptions, maps indicating areas to be served, a project timeline, associated costs, and the type and level of service and capital improvements to be provided.

00:00:54 Speaker 1: Two, a financial plan, which shall include a 10-year planning horizon that identifies each project’s operating and capital expenses for the schedule of projects.

00:01:03 Speaker 1: Three, a list of priority projects based on the 10-year schedule of projects, which shall include a ranking by each project’s importance, the description, type, location, and identification of funding availability.

00:01:16 Speaker 1: This list can include projects that exceed beyond the 10th year.

00:01:21 Speaker 1: Part of the 10-year operating capital program is demand estimation for the network.

00:01:26 Speaker 1: Let’s look at what the rule says that you are required to do here.

00:01:30 Speaker 1: Demand estimation.

00:01:31 Speaker 1: An estimation of the community’s demand for transit service using the planning tools provided by the department or a department-approved transit demand ridership forecast software and or estimation technique with supporting demographic, land use, transportation, and transit data.

00:01:47 Speaker 1: The result of the transit demand estimation process shall be a 10-year annual projection of transit ridership.

00:01:55 Speaker 1: So, in other words, the rule requires you to develop transit needs, including service and capital needs.

00:02:01 Speaker 1: This will be based on all of the analysis and information you have already reviewed.

00:02:05 Speaker 1: Develop the cost for those services and capital needs.

00:02:08 Speaker 1: We’ll get into this more later, but this will be based on your agency’s cost and historic inflation.

00:02:14 Speaker 1: Prepare the schedule of projects that includes both service and capital projects.

00:02:18 Speaker 1: This table will include descriptions, types, and levels of service, maps indicating areas to be served, timeframes for implementation, and associated costs.

00:02:28 Speaker 1: Make sure that FDOT, the Local Regional Workforce Board, Local Government Comprehensive Planning Departments, and Local MPO are given a chance to review and comment on the schedule of projects.

00:02:38 Speaker 1: Something that is still present from the previous version of the rule is conducting transit ridership demand estimation for the TDP existing network and the schedule of projects.

00:02:48 Speaker 1: This must be done using an FDOT ridership estimation software, which is TBEST, or another approved tool.

00:02:54 Speaker 1: We’ll get into this more later.

00:02:57 Speaker 1: Also, to be compliant with this rule, you must prepare a financial plan that specifically shows the annual operating and capital costs based on the schedule of projects.

00:03:06 Speaker 1: The financial plan must also include the available financial resources to support the identification of funding available, which will be used later in the list of priority projects.

00:03:15 Speaker 1: Speaking of which, after developing the schedule of projects, you will have to develop the list of priority projects, sometimes referred to as the LOP.

00:03:23 Speaker 1: This will be based on the prioritization and ranking of each project.

00:03:27 Speaker 1: We’ll also discuss this process in further detail later in this section.

00:03:32 Speaker 1: The list of priority projects, which can include projects that exceed beyond the TDP horizon, must include the description, type, location, funding availability, and the priority ranking for each project.

00:03:45 Speaker 1: The 10-year operating and capital program section will incorporate all the findings and implications that have been derived so far to create a transit vision for your community.

00:03:54 Speaker 1: This also gives you a chance to highlight how and where the corridors and project priorities will meet the demand and mobility needs of the community.

00:04:02 Speaker 1: At the end of the section, you will have a ranked list of priority projects based on the schedule of projects, which can include projects for the next 10 years and beyond.

00:04:12 Speaker 1: The 10-year operating and capital program should highlight the network that ultimately showcases your TDP as a strategic vision plan it is.

00:04:19 Speaker 1: Therefore, as a strategic vision plan, it should be developed in a financially unconstrained fashion, meaning that you should think about this without thinking of your current resources or any budget.

00:04:32 Speaker 1: As I said before, when reading the official rule language at the beginning, there are three parts of the 10-year operating and capital program: the schedule of projects, the financial plan, and the list of priority projects.

00:04:44 Speaker 1: Like we have already touched on, you want to develop the schedule of projects without thinking about the budget.

00:04:48 Speaker 1: These projects can include those beyond the TDP timeframe.

00:04:52 Speaker 1: The financial plan will develop the cost and help determine funding availability to add fiscal realities to the process.

00:04:59 Speaker 1: The list of priority projects will rank the schedule of projects to set the priorities.

00:05:04 Speaker 1: So, when putting together the schedule of projects, make sure to include the project description.

00:05:09 Speaker 1: This should be brief, just needs to discuss the purpose.

00:05:12 Speaker 1: The type of service, like is it a local fixed route, microtransit, regional bus, BRT.

00:05:18 Speaker 1: The level of service, which should include details like the frequency and service span.

00:05:22 Speaker 1: This still applies to some capital projects, like the number or scale of the amenity.

00:05:29 Speaker 1: The project location also needs to be included.

00:05:31 Speaker 1: This should be the general area, like a municipality, or if possible, the roads corridors that it will serve.

00:05:37 Speaker 1: For a capital project, make sure to include a specific location.

00:05:41 Speaker 1: This is where we will start to develop the associated service and capital costs.

00:05:45 Speaker 1: You will get into more detail about how they were developed and when it will be implemented later in the financial plan.

00:05:50 Speaker 1: Last, but certainly not least, you have to specify the implementation time frame.

00:05:55 Speaker 1: Again, it is important to note that the time frame here is not when it’s fiscally possible for the project to be implemented.

00:06:01 Speaker 1: We are still thinking about this in an unconstrained fashion.

00:06:06 Speaker 1: As you begin to think about developing the schedule of projects, you should review the findings for most, if not all, of the previously completed components like the operating context evaluation, results from the community direction, plans and policy review findings and implications, land use assessment findings, and the priorities from the corridor assessment.

00:06:26 Speaker 1: Based on what you have reviewed, you should come up with a list of needs including any new services, enhancements to the existing service, capital or infrastructure needs, technology and policy needs.

00:06:39 Speaker 1: Here is an example of one way to summarize and document the schedule of projects.

00:06:43 Speaker 1: This is a succinct way to show all of the required elements in addition to demonstrating the relationship between the 10-year operating capital program and the previously reviewed plans, which is required in Part III, Section B, the relationship review to other plans.

00:06:59 Speaker 1: One of the required elements, according to the rule, includes estimating ridership for the existing network and the schedule of projects that was just summarized.

00:07:07 Speaker 1: T-BEST is a transit ridership estimation software that is pre-approved and provided by FDOT.

00:07:13 Speaker 1: If you would like to use a different method, then you will have to get approval from FDOT.

00:07:17 Speaker 1: This will be discussed more later.

00:07:21 Speaker 1: It is recommended, no matter what method you use, to estimate ridership for the existing network and the Schedule of Projects network, which includes the routes that are remaining the same with any new routes or enhancements.

00:07:32 Speaker 1: Then document the results from the existing network and the Schedule of Projects network with the expected ridership and any potential percent change in ridership.

00:07:40 Speaker 1: Also, include a brief summary of the estimation process, which includes any inputs like the activity centers that were coded into the program.

00:07:49 Speaker 1: So, when you’re going to conduct the demand estimation portion, you will need to gather the existing service characteristics, including the route geometry or the GTFS, which will contain the scheduling and other details that will need to be coded.

00:08:02 Speaker 1: Have the characteristics included in the schedule of projects handy to code in any new services or to code the enhancement.

00:08:08 Speaker 1: When all of that has been gathered, use TBEST to model the scenarios, or you will need to get any other method approved by FDOT before using it to estimate ridership.

00:08:20 Speaker 1: When documenting the results, include all routes or services from the existing network and the TDP network, even if a service will be discontinued or modified.

00:08:29 Speaker 1: It is recommended that it be shown in a table to clearly show the absolute ridership along with any potential growth.

00:08:37 Speaker 1: The second part of the 10-year operating and capital program is the financial plan.

00:08:41 Speaker 1: In the financial plan, you will identify and develop the operating and capital costs that you will introduce in the schedule of projects.

00:08:48 Speaker 1: Provide the cost per project, if possible, in the year of expenditure dollars using historic inflation data.

00:08:54 Speaker 1: Summarize the list of assumptions that you used to develop the operating and capital costs.

00:08:58 Speaker 1: This includes the base unit cost per revenue hour that was used or any data that you used to estimate the capital cost.

00:09:05 Speaker 1: Include any planned projects as well as any funding sources that may be available to support the projects.

00:09:13 Speaker 1: It is suggested that you lay out the financial plan, so it includes the operating costs, like we discussed, and the dollars of the year of expenditure.

00:09:20 Speaker 1: This can be derived using the service characteristics and timeline that were summarized in the schedule of projects.

00:09:26 Speaker 1: Now we are starting to think about the projects in terms of financial feasibility, so it is important to consider your existing or potential resources now.

00:09:34 Speaker 1: The capital cost should also be in the dollars of the year of expenditure.

00:09:37 Speaker 1: The capital cost may include new technologies, policies, plans and studies, or any new marketing needed.

00:09:44 Speaker 1: The available funding resources to support the existing services and, if possible, the new services and enhancements that will need new funding to support them.

00:09:53 Speaker 1: At the bottom, show the total operating and capital costs and funding resources for each year in the TDP.

00:10:02 Speaker 1: When you go to put together your financial plan, make sure you gather the existing services, operating costs, the revenue hours for the schedule of projects improvements, the average cost per revenue hour, and any existing and any planned capital costs.

00:10:15 Speaker 1: Then, with that information, develop the operating capital costs for the TDP schedule of projects over time.

00:10:21 Speaker 1: Then, summarize the costs for each year of expenditure.

00:10:25 Speaker 1: Additionally, show the available and anticipated funding resources to continue to support the network as well as any new services if there are resources available.

00:10:36 Speaker 1: So, this is an example of a cost and revenue summary that shows the operating and capital costs with the existing services and the new services with the cost and the year of expenditure.

00:10:45 Speaker 1: Additionally, each service or capital project has a 10-year total.

00:10:51 Speaker 1: After an agency develops a schedule of projects for its TDP, it is important to weigh the benefits of each project against the full list of candidates to evaluate and prioritize.

00:11:00 Speaker 1: By conducting a project evaluation, your agency can best prioritize the proposed projects to develop the now required list of priority projects.

00:11:09 Speaker 1: Think about incorporating the projects that FDOT and the MPO have already considered or planned to consider in the UPWP and TIP.

00:11:17 Speaker 1: Remember, you can include projects that go beyond the 10th year in the TDP horizon.

00:11:24 Speaker 1: It is important to have a prioritization ranking process that will guide developing the list of priority projects.

00:11:30 Speaker 1: It can be a very simple subjective evaluation or one that is more comprehensive and quantitative based on the available resources.

00:11:37 Speaker 1: We’ll show you a sample methodology, but it’s important to consider what scalable complexity is best for the network based on community needs and available resources.

00:11:48 Speaker 1: Here is the suggested prioritization criteria, public and stakeholder input.

00:11:53 Speaker 1: You can use the results from the TDP outreach or any other agency coordination effort results.

00:11:59 Speaker 1: If any of the projects are on corridors derived from or associated with the priority transit corridor access and connectivity analysis, the projects may be scored higher due to the previous identification and the related data.

00:12:12 Speaker 1: Looking at the ridership productivity and system efficiency, which can be calculated from ridership and revenue hour data from TBEST, can help prioritize projects that may increase ridership efficiently, a.k.a. projects that might give you the most bang for your buck.

00:12:26 Speaker 1: Financial feasibility can help review funding types available for a project, especially if there is local support for an alternative.

00:12:34 Speaker 1: When putting together the list of priority projects, you will need to include the project name and description, project location, and type of service, which can all be recycled from what was in the schedule of projects for consistency.

00:12:46 Speaker 1: The resulting priority ranking from the evaluation you just completed also needs to be included.

00:12:52 Speaker 1: All the schedule of projects should be listed by this ranking.

00:12:57 Speaker 1: The implementation time frame.

00:12:58 Speaker 1: This time we are looking at when it is actually feasible to implement a project.

00:13:03 Speaker 1: The funding availability, for which you determined in the finance plan section.

00:13:07 Speaker 1: If there is funding, it is suggested that you include the funding type that will support it, such as local or FDOT.

00:13:15 Speaker 1: It’s important to note that the project ranking in the document does not mean that you can’t delay or advance a project.

00:13:21 Speaker 1: Circumstances change daily, and so the project priorities may change as well.

00:13:25 Speaker 1: Any changes, priority shifts, cost assumptions, or funding availability can only be revised or updated.

00:13:31 Speaker 1: These changes will be reflected in the annual TDP update.

00:13:37 Speaker 1: So, when it is time to put together your list of priority projects, you will need to determine the project prioritization criteria.

00:13:44 Speaker 1: It can be as simple or as complex as you would like based on resources and the community need.

00:13:49 Speaker 1: You can use what we just showed.

00:13:51 Speaker 1: It is also in the TDP handbook available on the FDOT website.

00:13:55 Speaker 1: Develop the ranked list of scheduled projects based on the prioritization evaluation process.

00:14:00 Speaker 1: Put all of the required elements in the table, which remember, these include rank, name, description, location, type of service, implementation time frame, and funding availability.

00:14:14 Speaker 1: This is an example of how you could document your list of priority projects.

00:14:18 Speaker 1: It has the schedule of projects ranked, both service and capital priorities, although in this example they are separate.

00:14:26 Speaker 1: Additionally, it specifies if ranked projects have funding, and if they do have funding, which sources will support it.

00:14:34 Speaker 1: Now that we have developed a schedule of projects, let’s talk about funding it.

00:14:39 Speaker 1: When a transit agency asks for money for a project, FDOT will look at the agency’s TDP to decide if the project should get funding.

00:14:46 Speaker 1: If the operating or capital project is listed as a need, it can be considered for funding.

00:14:53 Speaker 1: Before we go over the guidance on transit funding and eligibility, let’s look at what the rule says that you’re required to do here.

00:15:00 Speaker 1: Public transit funds will be considered on the basis of public transit needs as identified in TDPs.

00:15:06 Speaker 1: The department is authorized to fund up to such percentages as are designated for each type of public transportation project by Chapter 341 FS for the respective state and federal projects described therein.

00:15:19 Speaker 1: The department shall, within statutory parameters, determine the level of funding participation for each project.

00:15:25 Speaker 1: A.

00:15:26 Speaker 1: State funding participation in public transit projects and services shall require a duly executed agreement, unless otherwise required by law.

00:15:34 Speaker 1: B.

00:15:35 Speaker 1: Eligibility to receive state public transit grants from the department is limited to these providers specifically designated by law to receive such grants and determined by statutory budgeting and programming requirements.

00:15:49 Speaker 1: C.

00:15:50 Speaker 1: Written requests for appropriated public transit grant funds by a provider are to be addressed to the district office in which district the provider operates public transit service.

00:16:01 Speaker 1: The request shall include, at a minimum, the name and address of the provider, level of funding being requested, type of funding or program participation requested, and used to be made of the requested funds.

00:16:12 Speaker 1: Where a deadline for applications has been established, applications received after the deadline shall be returned.

00:16:18 Speaker 1: Deadlines for each application may be obtained from the district office.

00:16:23 Speaker 1: D, federal funds for which the department is the primary recipient may involve special application procedures or submittal format imposed by the federal grantor agency as a condition of receiving federal funds.

00:16:36 Speaker 1: The provider will be notified by the district office of special application requirements at the time of submission of a written request for funding if the district office has not previously distributed such information to the provider.

00:16:52 Speaker 1: Make sure you have an executed agreement unless otherwise required by law.

00:16:56 Speaker 1: When submitting your funding program application, send name and address of transit service provider, level of funding being requested, type of funding program participation requested, and how requested funds will be used with your written request.

00:00:02 Speaker 1: Both the five-year TDPs and annual TDP updates need to be submitted to your FDOT district office on or before March 1st.

00:00:11 Speaker 1: There is an official list of TDP due dates that is maintained by the district office and central office.

00:00:15 Speaker 1: It can also be found on FTPN.

00:00:20 Speaker 1: Before we go over the guidance on TDP approval and submission, let’s look at what the rule says that you are required to do here.

00:00:27 Speaker 1: To be approved by the department, a TDP must meet all applicable deadlines and address all requirements of this rule, including a public involvement plan that included opportunities for review and comment by interested agencies and citizens or passengers during the development of the 10-year operating and capital program.

00:00:44 Speaker 1: The annual TDP update does not need to be adopted by the transit agency’s governing board.

00:00:49 Speaker 1: The five-year TDP must be approved by the transit agency’s governing board.

00:00:54 Speaker 1: All five-year TDP and annual TDP updates must be presented to the local MPO governing board.

00:01:01 Speaker 1: Now, for the due dates and compliance, let’s look at what the rule says that you’re required to do here.

00:01:06 Speaker 1: TDPs must be submitted to the department by March 1st.

00:01:10 Speaker 1: Within 60 days of receiving an adopted TDP or annual TDP update, the department will notify the provider as to whether or not the TDP or annual update is in compliance with the requirements of this rule, and if not in compliance, a list of deficiencies will be cited to the provider for resubmittal.

00:01:27 Speaker 1: Within 30 days of any resubmitted TDP or annual update, the department will notify the provider as to whether or not the resubmission is in compliance with the requirements of this rule.

00:01:36 Speaker 1: TDPs filed late will be accepted if extenuating circumstances beyond the provider’s control exist and the district office is able to complete its review and approval process by June 30th.

00:01:50 Speaker 1: And for having the documents on file and non-compliance, let’s look at what the rule says that you are required to do here.

00:01:56 Speaker 1: The department will award public transit grant funds after July 1st of each state fiscal year but will not award funds until a provider’s TDP has been found to be in compliance with this rule.

00:02:07 Speaker 1: Approved TDPs and annual TDP updates shall be on file at the appropriate district office by the due date of June 30th for the next department fiscal year in which funding is available.

00:02:17 Speaker 1: If a provider’s required annual TDP documentation has not been submitted and approved by the June 30th due date, the provider will be found in non-compliance with the rule and will not receive any state public transit grant funds for the subject year of availability.

00:02:32 Speaker 1: Funds that may have been allocated for non-compliant providers will be allocated among the remaining eligible providers.

00:02:41 Speaker 1: So, in other words, the rule requires you to follow guidance from FDOT, like what is in the TDP Handbook, to develop a compliant TDP that meets all the requirements.

00:02:51 Speaker 1: Present the draft TDP as an informational item to your local MPO board.

00:02:55 Speaker 1: As always, obtain approval from your agency’s governing board for five-year TDPs.

00:03:01 Speaker 1: Ensure that you submit the final TDP to FDOT by March 1st and allow FDOT 60 days to give notification about whether the TDP is compliant.

00:03:11 Speaker 1: If your TDP is found compliant, append their approval letter given by FDOT in the final TDP.

00:03:17 Speaker 1: If FDOT lets you know that the TDP was not found compliant, resubmit it after rectifying the deficiencies they indicated.

00:03:25 Speaker 1: Now, you should never plan on this, but if there is a need for a delayed submission, coordinate with FDOT as early as possible.

00:03:32 Speaker 1: If you do have to coordinate with FDOT about a delayed submission and they accept, make sure you get this acceptance from FDOT in a letter or e-mail.

00:03:41 Speaker 1: Continue to coordinate with FDOT to make sure that the review and approval will be completed by June 30th.

00:03:48 Speaker 1: So, remember the TDP must be presented to the MPO board.

00:03:53 Speaker 1: Remember, you do not need approval from the MPO board.

00:03:56 Speaker 1: It is just an informational item.

00:03:58 Speaker 1: You do still need to have the TDP adopted by the agency’s governing body.

00:04:02 Speaker 1: This could be the county or city board if your agency is a part of the general government, or an independent agency or authority.

00:04:10 Speaker 1: Make sure you think about this early.

00:04:12 Speaker 1: Look at the local MPO board and your governing body’s calendars, then align those meetings with your timeline.

00:04:19 Speaker 1: Late submissions are not ideal but are allowed under extenuating circumstances.

00:04:24 Speaker 1: Continue to coordinate throughout the whole TDP process with your FDOT district office.

00:04:29 Speaker 1: Just remember, your FDOT district office has to complete its review and approval process by June 30th, so make sure you submit with enough time for them to complete it.

00:04:40 Speaker 1: Make sure the approved TDP is on file at your FDOT district office by June 30th for the next fiscal year in which funding is available.

00:04:48 Speaker 1: If you did not coordinate with FDOT and receive a variance or a time extension and do not have an approved TDP that has been submitted by June 30th, you will be found as non-compliant.

00:04:57 Speaker 1: If your agency is found to be non-compliant, then there is a loss of state funds.

00:05:03 Speaker 1: Here is a suggested time frame.

00:05:04 Speaker 1: If you have an upcoming due date, like for example, March 2028, you should start thinking about kicking off the process in January 2027.

00:05:13 Speaker 1: Generally, it is expected to take about 14 months.

00:05:16 Speaker 1: It can be done in a shorter time frame but expect the process to take about 10 to 12 months to develop the TDP with the last two or so months for informational presentation and adoption.

00:05:29 Speaker 1: Before submitting the TDP, present to your local MPO board as an informational item and have it adopted by your agency’s governing board.

00:05:36 Speaker 1: Submit the TDP by March 1st.

00:05:38 Speaker 1: Again, if submitting it later than March 1st, make sure you are in communication and coordinating with your district office.

00:05:45 Speaker 1: If there are any comments, resubmit it and obtain the official letter when it is approved.

00:00:01 Speaker 1: While TDPs in Florida are required to go through an update every five years, the rule also requires an annual TDP update in the interim years.

00:00:09 Speaker 1: This interim update must be submitted to the appropriate FDOT district office on the same TDP due date, March 1st, by agencies receiving state transit funds.

00:00:20 Speaker 1: An annual TDP update is not meant to be a full-blown update.

00:00:23 Speaker 1: It is scaled down to the agency only has to update the schedule of projects and give an update on any MPO coordination.

00:00:29 Speaker 1: Like the five-year updates, it’s due to FDOT by March 1st.

00:00:34 Speaker 1: Per the rule, which will show, the two required components are the 10-year Operating and Capital Program and the Metropolitan Transportation Planning Process Coordination.

00:00:45 Speaker 1: Before we go over the guidance on annual TDP updates, let’s look at what the rule says that you’re required to do here.

00:00:52 Speaker 1: The annual TDP update shall be an update of the 10-year operating and capital program.

00:00:56 Speaker 1: This update shall include a formatted table presenting the 10-year schedule of projects, financial plan, and list of priority projects, and any updated modifications to the previous year’s 10-year operating and capital program and extending this 10-year operating and capital program to a new 10th year.

00:01:12 Speaker 1: The annual TDP update should include a brief narrative overview of the TDP process, specifically addressing progress and achievements of the Metropolitan Transportation Planning Process Coordination Program.

00:01:26 Speaker 1: So, in other words, the rule requires you to update the schedule of projects and the financial plan elements by removing the previous fiscal year and add the new 10th year.

00:01:35 Speaker 1: So, if a TDP was to cover fiscal years 2026 to 2035, next year they will submit an annual update that will remove fiscal year 2026 and add fiscal year 2036 to the schedule of projects and financial plan.

00:01:48 Speaker 1: So, the annual TDP update covers fiscal years 2027 to fiscal years 2036.

00:01:54 Speaker 1: This is where you show any updates or modifications to the schedule of projects, such as project details, level of service, or any associated costs or even new projects.

00:02:05 Speaker 1: If there are any operating and capital cost updates that are reflected in the schedule of projects, make sure they are also reflected in the financial plan.

00:02:13 Speaker 1: Update or add any new assumptions.

00:02:15 Speaker 1: Any updates or revisions will also be reflected in the list of priority projects.

00:02:22 Speaker 1: Additionally, you should provide a general overview of the annual update process.

00:02:26 Speaker 1: This does not need to be long, maybe a page.

00:02:29 Speaker 1: Also provide an update with the MPO coordination process.

00:02:32 Speaker 1: This can include any coordination or collaboration in the past fiscal year that was expected or listed in the TDP.

00:02:39 Speaker 1: You can also include any new collaboration efforts with the MPO.

00:02:44 Speaker 1: FDOT’s ultimate goal is to empower agencies to continue to incorporate the community’s transit needs and continue to adapt if priorities change.

00:02:53 Speaker 1: Overall, the situation is fluid and helps the TDP remain a living document.

00:02:59 Speaker 1: This is also a time to reflect on noteworthy achievements and check in on any progress made on coordination efforts with the MPO.

00:03:06 Speaker 1: Also, update any impacts from the UPWP and TIP.

00:03:10 Speaker 1: If the MPO amends the LRTP, it may be helpful to revise its long-range transit element.

00:03:16 Speaker 1: Overall, make sure these three key components of annual TDP updates are included.

00:03:21 Speaker 1: The overview of TDP process, including a brief summary of highlights and any significant changes, a 10-year program update, add the new 10th year in the schedule of projects, financial plan, and the list of priority projects, and MPO coordination update.

00:03:35 Speaker 1: Add any progress updates for MPO coordination.

00:03:41 Speaker 1: When updating the schedule of projects, use the five-year TDP summary table and update any changes to the project descriptions, including their intended purposes, type or level of service, or location.

00:03:52 Speaker 1: If there have been any operational changes to the project, make sure to update the operating cost.

00:03:57 Speaker 1: If there are any new capital costs, make sure they are reflected here too.

00:04:01 Speaker 1: The cost could also be affected if there are new inflation factors applied.

00:04:05 Speaker 1: This is also where you can adjust the implementation timeline if needed.

00:04:11 Speaker 1: Based on any changes to the schedule of projects, update them in the financial plan and list of priority projects in addition to adding the new 10th year.

00:04:18 Speaker 1: Also reflect any changes to the implementation timeline.

00:04:24 Speaker 1: When updating the Metropolitan Transportation Planning Process Coordination section, highlight any participation and MPO committees that are coordinated for transit system development.

00:04:34 Speaker 1: Discuss the efforts to coordinate with the MPO to have transit planning needs considered in the UPWP and TIP.

00:04:39 Speaker 1: We just want to remind you that the annual TDP update is not expected to be as robust as the five-year update or as long.

00:04:49 Speaker 1: Keep it to a few pages, including the tables as we have discussed.

00:04:54 Speaker 1: If you have a lot to summarize, that is fine for it to be as long as you would like, depending on any significant changes in the resources your agency has available.

00:05:03 Speaker 1: Here’s a quick example of an annual TDP update that has been completed under the new rule.

00:05:08 Speaker 1: You can see a short agency overview along with an update summary for service, capital, and MPO coordination efforts.

00:05:14 Speaker 1: Overall, only a few pages along with some accompanying graphics.

00:05:19 Speaker 1: And here we see examples of the updated financial plan for the annual TDP update.

00:05:24 Speaker 1: This includes a new 10th year.

00:05:26 Speaker 1: Also, the list of priority projects has been updated to reflect the agency’s priorities.