SamTrans Zero Emission Bus Draft Rollout Plan

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samTransInnovative Clean Transit (ICT) Rollout PlanDecember 2, 2020

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Document ControlRevisionNumberRevisionDateRev 1December 2, 2020Rev 2February 1, 2021SamTrans ICT Rollout PlanRevisedbyCOOApprovalG. MoyerD. OlmedaG. MoyerD. Olmeda

This ICT Rollout Plan will guide thetransition to zero-emission buses for theSan Mateo County Transit District (SamTrans)1250 San Carlos Ave.P.O. Box 3006San Carlos, CA 94070-1306SamTrans ICT Rollout Plan1

Table of ContentsA Transit Agency Information . . . . . . . . . . . . . . . . . . . 3B Rollout Plan General Information . . . . . . . . . . . . . . . . 7C Technology Portfolio . . . . . . . . . . . . . . . . . . . . . . . 9D Current Bus Fleet Composition and Future Bus Purchases. 11E Facilities and Infrastructure Modifications . . . . . . . . . . 15F Providing Service in Disadvantaged Communities . . . . . . 17G Workforce Training . . . . . . . . . . . . . . . . . . . . . . . 21H Potential Funding Sources . . . . . . . . . . . . . . . . . . . 25I Start-up and Scale-up Challenges . . . . . . . . . . . . . . . 27SamTrans ICT Rollout Plan2

ATransit Agency IntroductionThe San Mateo County Transit District (District) was created byInformation the voters in November 1974. The Board of Directors convenedits first meeting in early 1975. Later that year, the District’sfirst General Manager was hired. The highest priority at thetime was to consolidate the 11 city bus systems that were inexistence prior to the formation of SamTrans. SamTrans beganservice on July 1, 1976.Today, the San Mateo County Transit District is theadministrative body for the principal public transit andtransportation programs in San Mateo County: SamTrans busservice, including Redi-Wheels paratransit service, Caltraincommuter rail through its role as both a member agency ofthe Peninsula Corridor Joint Powers Board (Caltrain) and theadministering entity for the service, and San Mateo CountyTransportation Authority (TA). Caltrain and the TA havecontracted with the District to serve as their managing agency,under the direction of their appointed boards.SamTrans provides bus service primarily within San MateoCounty (population 766,573, 2019 ACS), with additionalconnecting service provided into adjacent San FranciscoCounty (population 881,549, 2019 ACS) to the north. SamTransis not part of a Joint Group (13 CCR § 2023.1(d)(3).SamTrans ICT Rollout Plan3

Sustainability PolicySamTrans is committed to supporting the State of California and theCalifornia Air Resources Board to lead the state by example and work toreduce the impacts of transportation on air quality and climate on theregion, state, and world. As part of SamTrans’ sustainability policy, theDistrict commits to: Streamline business practices to reduce waste and improve operationaleffectiveness Evaluate and improve the long-term resource efficiency of our facilitiesand equipment, including the life-cycle return on investment Educate and incentivize our employees to integrate sustainabilitypractices into their work and their personal lives Encourage business partners to incorporate sustainability practices intotheir own operations Measure the environmental impacts of our activities on an ongoingbasis, and set and meet targets to reduce our impacts Deploy sustainability-themed programs that encourage the use of publictransit and that support our local communitiesSamTrans ICT Rollout Plan4

Community RoleSamTrans has played a central role in San Mateo Countycommunities, ensuring equitable access to transportation,reducing reliance on privately-owned vehicles, and offeringresidents a more sustainable way to move around the county.SamTrans provides essential services, but is also an activemember of communities throughout the County, from movingOlympic athletes to and from the games, engaging the youthcommunity, and hosting the annual “Stuff a Bus” toy drive.The transition to zero-emission buses represents a promise tothe communities that SamTrans serves to protect the healthand safety of community members within the Bay Area. Thiscommitment is supported by the District’s vision to be a“Mobility leader, providing transportation choices and asustainable future that meets the needs of our diversecommunities.”SamTrans ICT Rollout Plan5

-- --.Service-G -SamTrans operates over 70 fixed routes in the SanMateo County. Prior to COVID -19, the agencyprovided more than 35,000 passenger boardingseach weekday, providing nearly seven million milesof passenger bus service per year to access jobs andeconomic activity throughout the county. The fixedroute service is supported by a fleet of 312 buses.Paratransit services are supported by 70 Paratransitvehicles (see Table 1). --- --· -" -·. - ---0---0-Table 1: SamTrans FleetVehicle TypeArticulated coaches (60-foot)Quantity55Standard coaches (40-foot)197Standard coaches (35-foot)40Mini coaches (29-foot)20Total fixed-route revenue vehicles312Cutaways46Minivans24Total Paratransit vehicles70SamTrans ICT Rollout Plan6

BRollout Plan ICT BackgroundThe California Air Resources Board (CARB) is the lead agencyGeneral for climate change programs and is charged with protectingthe public from harmful effects of air pollution and developingInformation programs and actions to fight climate change. In December2018, CARB adopted the Innovative Clean Transit (ICT)Regulation that requires all public transit agencies in the stateto gradually transition to 100-percent zero-emission bus fleetsby 2040.Through the deployment of zero-emission technologies, theICT regulation will provide significant benefits across the state,including:SamTrans ICT Rollout Plan Reduce NOx and GHG emissions for all Californians,especially transit-dependent and disadvantagecommunities. The majority of these benefits will be in theState’s most populated and impacted areas where transitbuses are most prevalent Increase penetration of the first wave of zero-emissionheavy-duty technologies into applications that are wellsuited to their use to further achieve emission reductionbenefits Save energy and reduce dependency on petroleum andother fossil fuels Expand zero-emission vehicle industry to bring high qualitygreen jobs to local communities and trained workforce toCalifornia Provide other societal benefits by encouraging improvedmobility and connectivity with zero-emission transportationmodes and reduced growth in light-duty vehicle milestraveled7

SamTrans ICT RolloutThis document outlines a plan to guide SamTrans’ transitionfrom diesel and gasoline-powered vehicles to zero emissionby 2038, without early retirement of diesel vehicles. The ICTRollout Plan is a coordinating document to assist the planning,design, construction, acquisition, and implementation of zeroemission technology. SamTrans adoption of zero emissiontechnology will ultimately meet and exceed the ICT regulationrequirements. The ICT Rollout Plan is approved by theSamTrans Board on December 2, 2020; a copy of the approvedresolution in located in the attachments (13 CCR§ 2023.1(d)(2)).The ICT Rollout Plan is divided into the following sections perthe ICT requirements:A Transit Agency InformationB Rollout Plan General InformationC Technology PortfolioD Current Bus Fleet Composition and Future Bus PurchasesE Facilities and Infrastructure ModificationsF Providing Service in Disadvantaged CommunitiesG Workforce TrainingH Potential Funding SourcesI Start-up and Scale-up ChallengesThe ICT Rollout Plan was created by SamTrans with assistancefrom HDR, Inc., a planning/engineering consultant.SamTrans ICT Rollout Plan8

CTechnology Technology OptionsAlthough there are currently two commercially-viable zero emissionPortfolio bus technologies to transit agencies; battery-electric buses(BEB) and hydrogen fuel cell electric buses (FCEB), BEBs are thepreferred technology to initial the fleet conversion. For SamTrans,consistency in vehicles, operation, infrastructure, training, andperformance are all important and factored into the decision forthe preferred technology. The key considerations used to identifya preferred option were adaptability and ease of implementation.FCEB technology remains a viable alternative for long-range routesand for routes of extended duration. FCEB technology is alsoconsidered for its operational flexibility during power outages orrolling black outs.SamTrans ICT Rollout Plan9

Primary TechnologyBattery electric buses are identified as the preferred technology for SamTrans’ ZEV transition.To further understand how this technology will affect current operations, a route poweranalysis was completed to determine the power usage of the fleet that accounts for weather(temperature), elevation change, and other power consumption elements. This analysis usedexisting schedules and routes to develop a realistic understanding of the power needs andpotential range for each schedule block, and which blocks may be too long for the currentbattery capacity.Some existing routes are lengthier than the service range current battery-electric buses candeliver; therefore, SamTrans is analyzing the need for remote opportunity charging or enroute charging, in addition of considering the benefits of FCEBs on these routes. This analysiswill evaluate additional infrastructure costs to support the most effective technology, en-routechargers or FCEBs.A cost-benefit analysis of the two technologies inclusive of infrastructure and fuel costs willinfluence future bus procurements toward the end of the ICT Rollout schedule. Emergingtechnologies in battery chemistry that can provide increased range through higher capacity,weight saving, and faster charging rate are anticipated and considered game changers.SamTrans ICT Rollout Plan10

DCurrent Fleet and Bus FleetSamTrans conducted a route power analysis that models theFuture Purchases energy usage on a block-by-block basis of each route. Theability for the BEB vehicles to serve each route is determined ona number of different variables, including ambient temperature,route grade changes, passenger load, traffic, and driveraggressiveness.Table 2 shows the existing SamTrans bus fleet and Table 3shows the fleet transition schedule. The projected costs by yearof the fleet transition are shown in Figure 1. All of the SamTransZEB fleet requirements will be met through the purchase of newvehicles.Table 2: Existing bus fleetFuel TypeBus l40’912013Diesel29’42013Diesel 7Diesel40’502018Battery Electric40’22020DieselArticulated 60’552020Battery Electric40’8Total Fixed Route FleetSamTrans ICT Rollout Plan-Model YearBus Qty.44031211

Table 3: Fleet transition ’Battery - Depot45’Battery - Depot35’Total PurchasedFuelBus Length% of TotalQtyTechnologyConventionalBus Length% of ery - Depot2050%35’Diesel40’Battery - Depot2526%40’Diesel45’Battery - Depot1248%40’Diesel3740951352%40’Battery - Depot25202821100%40’Battery - Depot21202916100%29’Battery - Depot16203025100%40’Battery - Depot25203125100%40’Battery - Depot25203210100%40’Battery - Depot10203328100%Articulated 60’Battery - Depot28203427100%Articulated 60’Battery - Depot27203550100%40’Battery - Depot50203638100%40’Battery - Depot38203747100%40’Battery - Depot47203825100%40’Battery - Depot25100%2027Figure 1: Projected Costs by Year (in millions)120.0Total Cost100.0 497.8M80.060.0390.540.020.00.0107.3Vehicle Costs Infrastructure Costs--Costs are in year of expenditure dollarsSamTrans ICT Rollout Plan VehicleCosts InfrastructureCosts12

Paratransit FleetTable 4 shows the existing SamTrans paratransit fleet and Table 5shows the paratransit fleet transition schedule. The 22-foot cutawayvehicles exceed 14,000 GVWR, and they are identified within theparatransit sub-fleet subject to ICT regulation. SamTrans hasidentified the following considerations related to transitioning theparatransit fleet to zero-emission vehicles: The initial ZEV purchases to convert the District’s cutaways to zero emissionvehicles (ZEV) is contingent on the success of the rollout for the fixed routebuses. ICT has established a purchase requirement commencing in January2026. SamTrans will continue to monitor the industry and evaluate ZEVs forits paratransit services in compliance with ICT. The paratransit sub-fleet conversion to zero emission vehicles (ZEV) isanticipated to take place after January 1, 2026, or sooner if operatingperformances, funding, and infrastructure are aligned to operate zeroemission technologies. Gasoline-powered vehicles will remain in theparatransit sub-fleet until the regulation takes effect and ZEVs arecommercially available for the paratransit duty cycle.IRE DI-WH EELSINC SamTrans ICT Rollout Plan13

Note:The San Mateo County Transit District’s ICT Rollout Plan lists 24gasoline powered min-vans as part of the paratransit sub-fleet. Themini-vans are not part of the formally known Transit Fleet Vehicles andtherefore report their emissions through the Bureau of AutomotiveRepair (BAR). They are listed in the ICT Rollout Plan as part of theDistrict’s overall strategy to convert its fleet’s of vehicles into zeroemission vehicles.Table 4: Existing paratransit fleetModelYearFuel TypeBus LengthBus Qty.2015Gasoline22’ Cutaway, Redi-Wheels12015Gasoline22' Cutaway Redi-Wheels202017Gasoline22’ Cutaway, Redi-Wheels92017GasolineMinivan, Redi-Wheels102018Gasoline22’ Cutaway, Redi-Wheels32020GasolineGasoline22’ Cutaway, Redi-Wheels131470Minivan, Redi-Wheels2020Total Paratransit FleetTable 5: Paratransit fleet transition schedule0%2023Total PurchasedFuelBus Length% of TotalQtyConventionalTechnologyBus Length% of TotalQty.YearICTRequirementZEB0202400%22' CutawayBattery - Depot9100%22' CutawayGasoline9202500%22' CutawayBattery - Depot3100%22' CutawayGasoline3755%22' CutawayBattery - Depot645%22' CutawayGasoline1321100%22' CutawayBattery - Depot00%22' CutawayGasoline2120319100%22' CutawayBattery - Depot00%22' CutawayGasoline920323100%22' CutawayBattery - Depot00%22' CutawayGasoline313100%22' CutawayBattery - Depot00%22' CutawayGasoline1321100%22' CutawayBattery - %2030203320342035203620372038SamTrans ICT Rollout Plan14

EFacilities and SamTrans Bus FacilitiesInfrastructure upgrades are planned in phases to incrementallyInfrastructure expand ZEV infrastructure as new ZEV’s are inserted inthe fleet. Planned improvements include the repaving andModifications restriping of bus parking areas, installation of managed buscharging infrastructure, and an electrical service upgrade foreach garage. SamTrans has produced designs for restructuredparking areas on both the North Base and South Base garagesto support the addition of 37 express buses such as the overthe road coaches.The ICT Rollout Plan considers photovoltaic canopies to offsetoperational expenses while taking advantage of renewablesolar energy.The North and South Base garages are both planned to receivean update to parking arrangements. This update is intended toaccommodate the introduction of 55 articulated vehicles, alongwith an additional 37 standard buses for a planned serviceexpansion. The reorganized parking areas will have enoughparking capacity to accommodate any additional vehiclesneeded due to limited range of the ZEB vehicles on key routes.Table 6: Existing bus fleetFacilityAddressNorth BaseService Needscapacity upgrade?(yes/no)Estimatedconstructiontimeline301 N Access Rd,246Completed bySouth San Francisco, CAVehicles94080South Base501 Pico BlvdSan Carlos, CAMainfunctionType(s) ofinfrastructureBusChargersmaintenanceService Mainand storageParking rehab188VehiclesYes2029YesCompleted by203294070SamTrans ICT Rollout Plan15

Battery ElectricCharging FootprintRevised parking layouts thataccommodate fleet expansionand charging infrastructure.North BaseVEHICLE COUNT.M,South Base Group of 3 dispensersCharger grouping with transformer3 Buses / 250Kw ChargerSamTrans ICT Rollout Plan16

FService in OverviewDisadvantaged communities are identified by the CaliforniaDisadvantaged Environmental Protection Agency (CalEPA)* as the top25% most impacted census tracts in CalEnviroScreenCommunities 3.0 - a screening tool used to help identify communitiesdisproportionally burdened by multiple sources of pollution andwith population characteristics that make them more sensitiveto pollution.There are six SB535 disadvantaged communities within SanMateo County that are served by SamTrans bus service.SamTrans operates routes within San Francisco County thatserve five SB535 Disadvantaged Communities. The SB535Disadvantaged Communities are identified by CalEnviroScreen(see Figure 2) are listed below by county:San Mateo County SB535 Disadvantaged Communities: 6081602300 6081611900 6081610201 6081602100 6081612000 6081604200SF County SB535 Disadvantaged Communities: 6075023300 6075017601 6075017801 (1000’) 6075012502 (1000’) 6075012301 (1000’)SamTrans ICT Rollout Plan17

Seven battery-electric buses will be deployed as service expansion that utilize high occupancymanaged lanes to provide express bus service throughout San Mateo County along the US101 corridor. Other planned future services will travel west along I-380 thus serving five of thedisadvantaged San Mateo County districts.Following this initial purchase of the (7) battery-electric buses, service scheduling and busreplacements will prioritize routes that serve SB535 Disadvantaged Communities. The followingroutes intersect or are within 1,000’ of a disadvantaged community: 28, 37, 38, 39, 49, 79, 83,88, 122, 140, 141, 270, 276, 280, 281, 292, 296, 397, 398, and ECR.SamTrans ICT Rollout Plan18

CCas tr o Y,,S nIIyHayw rdFr, n , oBayDBASun rFigure 2: SB535 Disadvantaged Communities served by SamTransRoute data compiled by Open San Mateo County (SMCGOV.org)Aug 27, 2016SamTrans ICT Rollout Plan19

.A"'uB.,Fra ·"OltU .SI ru111 ;,"-S . 1 A f- C ':.SamTrans ICT Rollout PlanD20

GWorkforce Workforce DevelopmentSamTrans will add specialized training to the existing trainingTraining program, which focuses on both behind-the-wheel training andbus maintenance practices. The battery electric technologyis still evolving, and today’s training programs are expectedto be dynamic and flexible; they will be updated as neededto reflect innovations, industry best practices, and changesin technology. The maintenance training includes shopand system safety, system familiarization and operations,troubleshooting/diagnostics, and preventative maintenance.SamTrans intends to develop high-skilled maintenancepersonnel who can address battery-electric technologydiagnose, troubleshoot, repair, and maintenance zero emissionvehicles. SamTrans has identified the following resources thatwill assist in the training process; Training purchased as part of new rolling stock procurementfrom bus manufacturers SamTrans ICT Rollout Plan»First responder safety and vehicle familiarization»Operator and Maintenance safety and vehiclefamiliarization training»High voltage systems safety and familiarization training,including: lock-out/tag-out and inspection, staging, andusage of PPE.Direct training from individual sub-system/systemmanufacturers, including components that make- up thehigh voltage system, battery and battery managementsystem, propulsion/drivetrain systems, and accessorysystems that have/will transition from mechanically toelectrically controlled and/or operated21

covf1 tf,s,i roftef)1sfflfCf Membership through Training Consortiums» Peer agencies and transit associations» Southern California Regional Technical Training Consortium (SCRTTC)Surrounding Bay Area agencies have continued to introduce zero emission bus (ZEB)technology into their fleets. Several agencies have established in-house trainingdepartments that will train their respective staff as they make the transition to emissiontechnology.Transit associations»Participation in committees such as Zero Emission Technology, Maintenance, andWorkforce Development within transportation associations such as the AmericanPublic Transportation Association (APTA), California Transit Association (CTA), and theCalifornia Association for Coordinated Transportation (CalAct) provide insight to lessonslearned and network resources.The vehicle operator and maintenance training programs are detailed in Table 7, along withthe updated training program that will include modifications for the battery electric vehicletechnologies. SamTrans will also train bus operators on how to maximize vehicle regenerativeenergy and making best use of available power.SamTrans ICT Rollout Plan22

Table 7: Anticipated Maintenance and Operator TrainingTraining ModuleTrainingHoursDieselShop Safety and Procedures16High Voltage Safety (onboard systems and als of Troubleshooting16XXBasic Repair Skills16XXBasic Electrical24XXAir Brake Systems24XX8XXSteering and Suspension Systems16XXSub-Systems (Cameras, Hubner, Windows, Doors, CLASS, FireSuppression and Detection)32XXMultiplex systems24XXDiesel Engine Tune-up and Troubleshooting (Phased-out with100% ZEB Fleet)24XDiesel Engine Electronic Control Systems (Phased- out with100% ZEB Fleet)16XAutomatic Transmissions (Phased-out with 100% ZEB Fleet)24XHeating, Ventilation, and Air Conditioning16XXAdvance Communication System16XXBEB High Voltage Systems Troubleshooting and Repair24XBEB Low Voltage Systems Troubleshooting and Repair16XVehicle Familiarization, Systems and Sub-Systems OverviewHydraulic Brake SystemsNew Vehicle Bus Operator orientation (includes behind thewheel training)BEB Propulsion systems (Drive Motor and Gearbox)SamTrans ICT Rollout Plan2-424XXX23

SamTrans ICT Rollout Plan24

HPotential FundingSamTrans is intending to use a variety of funding sources toFunding Sources acquire zero-emissions vehicles and required infrastructure,including regional, state, and federal sources. Examples offunding sources are as follows: Transit and Intercity Rail Capital Program (TIRCP) Low Carbon Transit Operation Program (LCTOP) FTA Funds»5307 Funds»Section 5339 Bus and Bus Facilities Program»Low-No Program SB1 Local Partnership Program (LPP) Affordable Housing and Sustainable Communities Program(AHSC) Hybrid and Zero-Emission Truck and Bus Voucher IncentiveProject (HVIP) Caltrans State of Good Repair (STA SOGR) SamTrans Sales TaxOther potential funding sources have been identified, butnot included in the planned budget. These sources couldbe utilized at a future time to acquire either ZE vehicles orinfrastructure.SamTrans ICT Rollout Plan Bay Area Air Quality Management District (BAAQMD) GrantProgram Volkswagen Environmental Mitigation Trust25

Table 8: Anticipated Vehicle Funding SourcesFunding 0,0001,100,0001,100,0001,100,0001,100,000STA ehicle BudgetVehicle Type2,495,00031,459,303Vehicles Purchased by TypeStandard ZEB15202512Standard Diesel15204013Express Bus ZEB730Paratransit ZEB7Paratransit Gasoline936Table 9: Anticipated Infrastructure Funding 2025202620272028Basic InfrastructureNorth BaseSouth Base 45,498,357 33,418,630Photovoltaic SystemNorth BaseSouth Base 42,707,385 34,089,000Infrastructure ConnectionNorth BaseSouth BaseInfrastructure 70,545,473 0 12,852,000 7,956,000 7,956,000 12,852,000 13,430,340 8,314,020 8,314,020 0 105,605,340BudgetSamTrans ICT Rollout Plan26

IStart-up and The Road AheadSan Mateo County Transit District has learned there are still manyScale-up unknowns and unexpected challenges to overcome:of ZEBs and infrastructure adds significant capitalChallenges Deploymentand operating costs Procurement of ZEBs now require careful timing to deliver ZEBinfrastructure capital projects when ZEBs arrive on property ZEB operation is vulnerable to utility company priorities ZEB technology is evolving at a rapid pace, which complicatesO&M with compatibility of components and charginginfrastructure. IT Infrastructure cost/challenges Funding challenges due to the uncertainty of fundingavailability such as the Hybrid and Zero-Emission Truck andBus Voucher Incentive Project (HVIP), and the complexities offunding matches by type and percentages. Unexpected short-term and long-term impacts due to anemergency such as the COVID-19 pandemic or a naturaldisaster.Without a doubt, ZEBs are readily available; however, in order tosuccessfully transition the fleet, SamTrans will need policy makers,industry OEMs and energy providers to help address the existingchallenges and risks.It is important to note, the District’s ZEB Rollout Plan is a livingdocument meant to guide the implementation of zero-emissionbus fleets and help the District work through many of the potentialchallenges to explore solutions. The Plan provides estimatedtimelines based on best available information for bus purchases,infrastructure upgrades, workforce training, or any other timelinesin the Plan. SamTrans may update the Plan as needed with themost current information and industry best practices.SamTrans ICT Rollout Plan27

service, including Redi-Wheels paratransit service, Caltrain commuter rail through its role as both a member agency of the Peninsula Corridor Joint Powers Board (Caltrain) and the administering entity for the service, and San Mateo Count

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