Loading...
HomeMy WebLinkAbout07-11-2012 MTC Agenda Packet CA Ch RO Ch Vi Co Sta ALL TO O hair calls th OLL CAL hair: ce-Chair: ommittee M aff: M ORDER he meeting LL OF CO Elizabeth T Art Apruzz Members: Jody Frey Susan Ra Jean Long Vacant Elizabeth John Webs Dee Lawso A CI MASS TR S (*Please W to order. OMMITTE Thyne zese y ains g h Thyne ster, Sr., Tr on, Transp AGE REGULA ITY OF S RANSPO 179 Cro LORTA C note the m 2: Wednesda EE MEMB (Disabled (Cal Poly (Student (Business) (Senior) ransit Man ortation As END AR MEET SAN LUI ORTATIO ss Street, Conferenc meeting loc :45 p.m. ay, July 1 BERS AND d) Todd y) Art A t) Louis ) Jonath ager ssistant DA TING IS OBISP ON COM , Suite A ce Room cation cha 11, 2012 D STAFF d Katz Apruzzese se Justice than Ellis PO MMITTEE ange*) (Member at (Techni (Altern (Altern E t Large)* ical) nate) nate) 1 July 11, 2012 Regular meeting MTC agenda Page 2 of 3 2 ANNOUNCEMENTS: It is with great regret that Business Representative Stanley Yucikas has tendered his resignation effective immediately. City staff is very thankful for his dedication and support to the MTC and public transportation. The City Clerk will be posting the vacancy and members are encouraged to seek out interested applicants from the business community. PUBLIC COMMENTS 10 min. At this time, members of the public may address the Committee on items not on the agenda, not to exceed three minutes per person. Items raised are generally referred to the staff and, if action by the Committee is necessary, may be scheduled for a future meeting. The Chair will provide the opportunity for the public to address items on the agenda. A. CONSENT ITEMS Consent Items can be approved by a single vote by the Committee. Any member of the Committee can pull and discuss any individual consent item. A-1 Approval of minutes from May 9, 2012 5 min B. DISCUSSION ITEMS B-1 Ad Hoc Committee marketing verbal status update 10 min C. ACTION ITEMS None D. INFORMATION ITEMS D-1 Transit Manager’s Report 15 min D-2 Operating - Performance Reports (Attachment “A”) 15 min Service Complaints: Complaints regarding bus service or routes are to be directed to the Transportation Assistant at 781-7531. Reports of complaints/commendations are available to the public upon request. 2 July 11, 2012 Regular meeting MTC agenda Page 3 of 3 3 MEMBER’S COMMENTS 15 min NEXT MEETING DATE/LOCATION September 12, 2012 2:45 pm-4:45 pm, Council Hearing Room, 990 Palm Street ADJOURNMENT G:\Transportation-Data\_Unsorted Stuff\Transportation\Transportation Committees\MTC Committee\FY 2013\JULY 11-2012\1-Draft MTC Agenda,REGULAR MEETING JULY 11-2012-.docx 3 e-Newsletter #1 Welcome to the SLO Bus Rapid Transit (BRT) Applications Study e-Newsletter, the first of two e-documents keeping SLO County residents informed and showcasing the project’s goals & objectives, funding sources, project team members, deliverables, and examples of BRT in other communities. Ongoing and current information can be found on the project Facebook page: www.facebook.com/SLOCountyRegionalBRTApplicationsStudy. The Facebook page is also a forum for gathering input from the community, so do not hesitate to post your questions or comments. Project team and ScoPe A team of experts was hired through a public competitive bid process lead by SLocoG. The consultant team includes Fehr & Peers, a transportation planning and engineering firm in San Jose, LSc transportation consultants, a multi modal transportation engineering, research and design firm based in Lake Tahoe, as well as the SLO-based land use planning, economics and public outreach firm, Lisa Wise consulting, Inc. Throughout the project, the team will be working to review past transit planning work in the County and assess the most effective and feasible strategies to consider along the US 101 corridor in the future. The team will be compiling a great deal of data for this analysis as well as seeking input from SLO county residents, employees and other stakeholders through a focus group, on-line survey and open house. The final report will include results from the technical evaluations, identification of strategies for planning and phasing, and strategies for investing and developing the most feasible BRT improvements. The project is slated to be completed in May of 2013. Please refer to the project timeline for more specific dates and tasks. SLo county US 101 corridor BUS RAPid TRANSiT (BRT) Paso Robles Grover Beach Nipomo Templeton Oceano Pismo Beach Santa Maria Morro Bay San Luis Obispo Atascadero Arroyo Grande Cambria Guadalupe San Luis Obispo County Figure 1Path: N:\Projects\_SJ11_Projects\SJ11_1310_SLOCOG_BRT\Graphics\GIS\Fig_1_SLO_County.mxd £¤101 ·|}þ1 ·|}þ46 02.557.510 Miles F Legend RTA Route 9 RTA Route 10 County Boundary Project BackGroUnd In March of 2012, the San Luis Council of Governments (SLOCOG) initiated a BRT Applications Study for the US 101 corridor. The project is funded by a Federal Transit Administration Section 5304 planning grant. Amongst several targeted activities, the grant is aimed at supporting activities that “protect and enhance the environment, promote energy conservation, improve the quality of life, and promote consistency between transportation improvements and State and local planned growth and economic development patterns”. SLOCOG has targeted safe, efficient and attractive public transportation as a critical planning tool to preserve the unique lifestyle in San Luis Obispo and accommodate for anticipated growth in population. the US 101 corridor Brt goals include: • Streamlining and improving the quality of bus transit service in San Luis Obispo County; • Developing strategies to attract new transit riders in the County, and • Identifying the most cost-effective transit improvements that can be implemented along the US 101 corridor. The benefits of BRT can be substantial, including lower environmental impacts (compared to automobile travel), less traffic congestion, faster, more reliable transit service, and higher quality bus stops and other amenities for bus riders. 4 SLocoG Brt- Get Involved Public involvement is a critical element of this project. as such, several coordinated efforts are underway to better understand SLo county resident’s perspective of Brt and how bus service, particularly express service along the US 101 corridor, could be more attractive and effective. all SLo county residents and/or employees are invited to participate in an on-line survey. Participants will have the chance to win $25 to Bello mundo cafe in downtown San Luis obispo. to access the survey click here, or visit: www.surveymonkey.com/s/SLoBrt. the survey takes approximately 5 minutes to complete and participation is completely confidential. The on-line survey is an effective method to collect input from a large number of existing riders and potential new public transit riders. It will also help the team identify what transit improvements might translate to the greatest increases in ridership. the outreach effort at a Glance: What’s Been done? on-going outreach What’s to come? • 1 Focus Group meeting held in early may 2012 • enewsletter #1 • Facebook page • online Survey • enewsletter #2 • open House in early 2013 How to Stay Involved • complete the online SLocoG Brt survey • Visit the SLo county Brt applications Study Facebook Page for dates and times of meetings, project updates and findings, and to view examples of Brt • Post questions or comments on the Facebook Page • attend the future SLocoG Brt workshop/ open house (in early 2013) and SLocoG Board presentation WHat doeS Brt mean For SLo coUnty? BRT options for SLO County will focus on increasing the speed, consistency and overall operating conditions of bus travel along the US 101 corridor from Paso Robles to Santa Maria. Bus improvements all aim at faster, more frequent and more attractive transit options for SLO County residents and visitors in their north/south countywide trips between work and home, hotel and tourist destinations and connections with other regional, State, and national transit systems. Such a system could include: • A dedicated lane on certain streets or at certain interchanges along US 101 • Bus operations on the freeway shoulder right of way • More efficient integration with local surface public transit services • Preferential priority at traffic signals • Higher quality buses designed to improve passenger comfort • Improved waiting areas at bus stops and park and ride lots • “Off bus” fare collection systems WorLdWIde Brt SUcceSS StorIeS BRT has been successfully applied in the Americas for decades, Latin America being a global leader. Examples of BRT on or near freeways in the U.S. include: Metro Orange Line in the San Fernando Valley area, El Monte Busway in the median of the San Bernardino Freeway (I-10), Harbor Transitway on Harbor Freeway (I-110), as well as the highly successful on-highway BRT system in Marin County. Other examples of BRT in the US include RTA Healthline in Cleveland, Ohio, the Silverline in Boston, Massachusetts, and the EmX LTD in Eugene, Oregon. BRT advantages can be offset by challenges in complying with state vehicle code, coordination with Caltrans, and the assignment of responsibilities for developing policies, procedures, standards and guidance. In addition, financing improvements in the current economic climate is a challenge. However, despite hurdles, BRT has a proven record of successfully increasing bus ridership worldwide. 5 Item: DATE TO: FROM: SUBJE RECOM Appr G:\Transporta ITEM A-1 RE A-1 July Mass John ECT: APPR MMENDA rove May ation-Data\_Unsor EG MEETING Jul Pa 11, 2012 s Transport Webster, T ROVE DR ATION: 9, 2012 Re rted Stuff\Transp ly 9--2012- APPR age 1 of 1 Re tation Com Transit Ma RAFT RE egular mee ortation\Transport ROVE MINUTES C egular meetin mmittee anager GULAR M eting minut tation Committee COVER SHEET.d ng July 11,, 2 MEETING tes. es\MTC Committ docx 012 MTC Ag G MINUT tee\FY 2013\JUL genda item A- TES LY 11-2012\2-AG -1 1 GENDA 6 CITY OF SAN LUIS OBISPO MASS TRANSPORTATION COMMITTEE COUNCIL HEARING ROOM 990 PALM ST. WEDNESDAY, MAY 9, 2012 CALL TO ORDER: Chairperson Elizabeth Thyne called the meeting to order at 2:50 p.m. ROLL CALL Present: Susan Rains, Elizabeth Thyne, Art Apruzzese, Louise Justice, Jody Frey, Jean Long, and Todd Katz Absent Stanley Yucikas, Mayor Jan Marx, Councilmember Andrew Carter Staff: John Webster *Jody Frey arrived at 2:55 pm and Susan Rains arrived at 3:10 pm ANNOUNCEMENTS Mr. Webster announced that Mr. Yucikas would get sworn in by the City Clerk in her office, as he was unable to make the MTC meeting. PUBLIC COMMENTS There were no public comments. A. CONSENT ITEMS A-1. Approval of March 14, 2012 Regular Meeting Mr. Ellis and Ms. Long requested that the language on page 9 be amended to read “Jean Long and Jonathan Ellis had reservations regarding safety camera ability to prevent crimes.” Mr. Katz clarified that on page 10, he “suggested the fleets might consider purchasing more cost-effective vehicles” and on page 11, that the “SLOCOG has projected a 9.3% increase in sales tax revenue.” 7 Mr. Apruzzese moved to approve the meeting minutes as amended. Mr. Katz seconded the motion. The motion passed unanimously. B. DISCUSSION ITEMS B-1. Ad Hoc Committee marketing update Mr. Apruzzese presented a comprehensive outline discussing the progress of the Ad Hoc Committee, with the primary objective of attracting the choice riders. He projected the outreach/education effort to continue for 6-12 months. The MTC members were very impressed with the marketing efforts and progress. Ms. Long was concerned about the need for a scope of contract understanding between the student “agency” and the City. After much discussion, the MTC agreed that the Ad Hoc Committee should specifically address the parameters and expectations between the City and the student agency members. C. ACTION ITEMS C-1. Review and approve the meeting schedule for FY 2012-2013 Ms. Justice moved to approve the meeting schedule as presented. Mr. Katz seconded the motion. The motion passed unanimously. C-2. Nomination and election of officers for FY 2012-13 John Webster noted he had a call from Stanley Yucikas who indicated he would be unable to accept a nomination for another term as vice chair. Mr. Katz nominated Ms. Thyne to continue as Chair. Ms. Rains seconded the nomination. The MTC voted unanimously for Ms. Thyne to continue serving as Chair. Mr. Katz nominated Mr. Apruzzese as Vice Chair. Ms. Justice seconded the nomination. 8 The MTC voted unanimously for Mr. Apruzzese to serve as Vice Chair. Lisa Woske had to leave early at 4:00 pm due to a prior appointment. Transit Manager John Webster provided the remaining minutes. D. INFORMATION ITEMS D-1. Transit Manager’s Report D-2. Operating-Performance Reports Fred Munroe from Ridership Development Consultants provided a Power Point presentation on the FTA 5317 New Freedom grant, “Expanding Transportation options in San Luis Obispo.” He noted that approximately 2,000 stakeholders were initially invited to be part of the process and 300 have participated through the first two year grant cycle that was completed on January 31, 2012. He noted a 9.9% increase in senior cash riders and a 22.8% increase in the VIP (80+) ridership over FY 2010 just prior to this grant cycle. He noted that the next cycle is looking to conduct additional marketing with new materials and is looking to get additional volunteers. Mr. Munroe also provided various handouts. The Committee comments were very positive in nature regarding the program and thanked Mr. Munroe for his hard work. The Committee also liked the new marketing materials and that they were being distributed and available at many diverse locations. Mr. Webster presented the Transit Manager’s report and a review of the performance indicators and noted that YTD ridership was up over 7% with total ridership expected to exceed 1.1 million in FY 2011-12 for the first time in SLO Transit history. MEMBER COMMENTS Mr. Webster informed the Committee that SLORTA Executive Director, Geoff Straw had offered to host the next MTC meeting on July 11th at the SLORTA facility. Mr. Webster indicated that SLO Transit would provide transportation at noon leaving from the Downtown Transit Center (DTC) with a tour of the SLO Transit facility followed by a tour of the SLORTA operations and maintenance facility and finally the regular meeting at 2:45 pm. Members comments were very positive and expressed a willingness to accept the offer. Elizabeth Thyne moved to have the July 11, 2012 meeting at the SLORTA Transit facility. Art Apruzzese seconded the motion. 9 The motion passed by unanimous voice vote to approve and move the July 11, 2012 meeting location. Elizabeth Thyne moved to adjourn the meeting Louise Justice seconded the motion. The motion passed by unanimous voice vote and the meeting adjourned at 4:26 p.m. to the regular meeting of July 11, 2012 to be held at 2:45 p.m. at the SLORTA Conference Room, 179 Cross Street, Suite A, San Luis Obispo, CA 93401. Respectfully submitted, Lisa Woske, Recording Secretary 10 July G:\Tran ITEM D Item: TO: FROM: DATE: SUBJEC The Tr data fro Ridersh Transit On June Council as an att This rep that ma Financi availabl that the amount As of th percent final tra budget until the already and anti 25% ap to supp 25% ap reducin 11, 2012 MT nsportation-Data\_U D-1 MTC Transit M D-1 Mass John July CT: Trans ansit Man om May-J hip and pe t Fund Re e 12, 2012 l. The follo tachment. port summ ay affect t al Plan. Fu le for new e Transit F to assist w his writing of transit a ansit appo stalemate e end of th submitted icipates pa portionme ort the def pportionme g service l TC agenda it Unsorted Stuff\Tr Manager's Report, s Transport Webster, S 11, 2012 sit Manage nager’s Re June 2012. erformanc port FY 2 staff prese owing are marizes the the health unding for w initiatives Fund will with operat g, the Fede appropriati rtionments in Washin he Federal d a grant ap ayment of t ents be low ficit for th ent be sign evels and/o tem D-1 ansportation\Trans - JULY 11-2012.d tation Com Sr., Transi er’s Report eport will i . ce reports 2011-12 ented the T excerpts fr e status of of the fun r transit ser s or major end 2011- tions and m eral Gover ions for th s will rem ngton, the l fiscal yea pplication f this portion wer than pro e immedia nificant, sta or deferme sportation Commi docx mmittee t Manager t include hi (D-2 Atta Transit Ent from the re f the Trans nd during rvices con r capital ex -12 with a minor capit rnment has e 2011-12 main at cur final 25% ar on Septe for the 75% n by Augu ojected, Tr ate shortfal aff will ret ent of capit ittees\MTC Comm r ighlights o achment “A terprise Fu eport and th sit Enterpr the secon ntinues to b xpenditure a modest y tal expendi s yet to ad fiscal year rrent levels % apportio ember 30, % apportio ust 2012. H ransit Fund ll. Should turn to Cou tal projects mittee\FY 2013\JU of issues an A”) und report a he full rep rise Fund a nd year of be tight, w es. Overall year-end w iture projec dopt the fin r. Indicatio s but due nment cou 2012. SL onment of However, s d reserves d a reducti uncil with s. ULY 11-2012\4-AG nd ridersh and analys ort is prov and key is f the two with no fun l, it is fore working ca ct needs. nal twenty- ons are tha to the cur uld be dela LO Transit transit fun should the will be nee ion in the a proposa GENDA 1 hip sis to vided ssues year nding ecast apital -five at the rrent ayed t has nding final eded final al for 11 July G:\Tran ITEM D Tran 1. R 2. M   3. A 4. E 5. C Tran State State B O c 11, 2012 MT nsportation-Data\_U D-1 MTC Transit M nsit Accom Ridership SLO throu riders Mobility Tr SLO 15% 2009 Ad Hoc Ma On M appro 2012 prese conti trans Excellence Tim by th an Ex SLO and m Completion This Footh remo 2012 nsit Reven e Funding Budget Imp Overall, the hanges to f TC agenda it Unsorted Stuff\Tr Manager's Report, mplishmen Transit ri ugh April ship for 20 raining - N Transit h (13,568 ri -10 before arketing Co March 9, oved the S , the MTC entations an nue worki it system m in Governm Bochum, he Municip xcellence Transit sy maintaining n of Foothi capital hill/Tassaja ove the bus . nues pacts e Governor funding fo tem D-1 ansportation\Trans - JULY 11-2012.d nts in 2011 dership is 30, 2012 011-12 will New Freedo as experie ders) in thi e the start o ommittee 2011, the SLO Trans C members nd recomm ing with C marketing i ment Awar the Deputy pal Manag in Govern ystem, opt g on-time p ll/Tassajar improvem ara to allo ses from R r's propose or transport sportation Commi docx 1-12 up 7.75% . It is l exceed 1. oms Grant enced a ye is segment of this gran e Mass T sit market reviewed mended the Cal Poly t in the 2012 rd y Director er’s Assoc nment Awa timizing ro performan ra corner M ment pro ow buses t Ramona. T ed State bu tation or pu ittees\MTC Comm % for a tota projected .1 million r ear-to-date t as compa nt funded p Transportat ting plan r five Cal P e Ad Hoc to develop 2-13 fiscal r of Public ciation of S ard for his outes used nce of the b Modificatio oject wid to again u This projec udget does ublic trans mittee\FY 2013\JU al of 940,9 that SLO riders. increase i ared to the program. tion Comm report. . O Poly class m Marketing p products l year. c Works w Southern C s work in d to serve buses. on dened the use this in ct was com not make it. ULY 11-2012\4-AG 923 passen O Transit in ridershi same perio mittee (M On March marketing g Committe to assist was recogn California enhancing the unive e corner ntersection mpleted in any signifi GENDA 2 ngers total ip of od in MTC) h 14, plan ee to with nized with g the ersity of and May ficant 12 July G:\Tran ITEM D SLO Re The rec SLORT by appr State Tr The Sta for tran from ¼ (STA), are distr The Sta projecte an incre Local T The Co 11% in which i Federal Program The Tra Assistan projecti mainten Subsidi Cal Poly The Cit which b Trolley The Fri Coordin Transit 11, 2012 MT nsportation-Data\_U D-1 MTC Transit M egional Tra ently adop TA, thereby roximately ransportati ate Transpo sportation ¼ cent colle is derived ributed to t ate budge ed STA fu ease of app Transportat unty Audi ncrease in s not antici Funding m of Proje ansit Fund nce (FTA) ion provid nance funct es ly Subsidy A ty success began on Ju Operation iday and nating Com operating TC agenda it Unsorted Stuff\Tr Manager's Report, ansit Autho pted 2012-1 y decreasin $145,500 ion Develo ortation De programs. ected in re d from the the regions t has yet unding allo proximately tion Fund itor LTF p 2012-13 l ipated in fu cts d analysis 5307 fund des adequa tions for S Agreemen fully nego uly 1, 2011 ns Saturday mmittee (P funds to co tem D-1 ansportation\Trans - JULY 11-2012.d ority 13 SLORT ng SLO T in 2012-13 opment Act evelopmen . The first, etail sales statewide s by the Sta to be ap ocation rem y $48,000 rojections largely attr future years anticipate ding appor ate suppor LO Transi t otiated a f 1. Trolley fu PCC) will ontinue thi sportation Commi docx TA budget Transit's all 3. t nt Act (TDA Local Tra taxes. The sales tax o ate. pproved an mains preli over 2011 are higher ributed to s. es the sam rtionment f rt for ope it only. five-year S unding sub end on Ju is service th ittees\MTC Comm increased lotment of A) provide ansportatio e second, on diesel f nd therefo iminary at -12 FY. r than orig a one-tim me level of for in the 2 erating as Subsidy Ag bsidy from une 30, 20 hrough the mittee\FY 2013\JU the City's f State rev es two sour n Fund (L State Tran fuel. Both ore the St this time ginally esti me carryov f Federal 2012-13 fis sistance a greement m the SLO 012. There e end of Oc ULY 11-2012\4-AG contributio venue avail rces of fun TF), is der nsit Assist of these fu tate Contr but repres imated wit ver of fund Transporta scal year. and preven with Cal O Promoti e are suffic ctober 201 GENDA 3 on to lable nding rived tance funds roller sents th an ding, ation This ntive Poly ional cient 2. 13 July G:\Tran ITEM D Ridersh 42%) w services determi Friday service loss of product April pe SLO Tr First Tr In June Transit mainten through Continu Fuel co prices i showing next ye 118,000 to be ad assumpt Cost All The rev in a ver 33% or year is s to the charges Farebox With th to stabil 11, 2012 MT nsportation-Data\_U D-1 MTC Transit M hip on Frid when comp s conclude ne if furth and Saturd levels con f subsidy tive with a eriod last y ransit Ope ransit Serv e 2006 the to provide nance serv h June 30, 2 ued Volatil sts are onc ncreased s g stabilizat ear. Staff h 0 gallons o dequate for tion difficu location vised Cost ry significa $118,000 significant change in for Enterp x Ratio e fare incr lize in 201 TC agenda it Unsorted Stuff\Tr Manager's Report, days and S pared to t e in Octob her servic day trolley tinue to se funding an overall i year. erating Pr ice Contra City Cou e SLO Tra vices. In F 2013. lity in Fuel ce again ve significantl tion in Apr has project of diesel fu r the 2012 ult to contr Allocation ant increas (33%) ov t and effect methodol prise Funds ease appro 0-11 and b tem D-1 ansportation\Trans - JULY 11-2012.d Saturdays h the same ber, staff e adjustm y services e steady ri from the increase of rogram act uncil appro ansit with P ebruary 20 l Costs ery volatile ly to almo ril, staff pr ted fuel co uel purchas -13 fiscal y rol. . n Plan, app se to Trans er previou ts actual se logy for h s that recei oved in 200 beyond. Sta sportation Commi docx have dropp July-April will evalu ments are w again in idership tre PCC. T f 5.36% (+ oved a thre Purchased 012, Coun e as experi ost $5 per rojects fuel osts at $4. sed in a fis year but ou proved by C sit Services usly project ervice on t how the C ive Genera 09, SLO Tr aff projecte ittees\MTC Comm ped signif l period la uate the t warranted April 201 ends and w Thursday +499 rider ee-year ser d Transport ncil approv ienced in 2 gallon. Al l costs will .32 per ga cal year. S utside mar Council on s indirect c ted amoun the street. T City calcul al Fund pro ransit’s far ed the rene mittee\FY 2013\JU ficantly (-2 ast year. trolley rid and wheth 3. The Th will not be trolley se rs) during t rvice cont tation for o ved a cont 2008 and 2 lthough fu l continue t allon with Staff proje rket influen n May 15, charges. T nts for the The increa lates direc ogram supp rebox ratio egotiated C ULY 11-2012\4-AG 2,352 rider When tro ership dat her to res hursday tro affected by ervice rem the same J tract with operations tract exten 2010 when uel prices w to rise ove an averag ects this bu nces make 2012, resu This increas 2011-12 f ase is attrib ct and ind port. o was proje Cal Poly GENDA 4 rs or olley ta to sume olley y the mains July- First s and nsion fuel were er the ge of udget e this ulted se of fiscal buted direct ected 14 July G:\Tran ITEM D Subsidy farebox have fa average ratios is and ind support FISCA Staff is capital. grants a level re very litt Change Overall a positiv The rev includes reductio State fu with a s which m reserves Maintai three re • • • 11, 2012 MT nsportation-Data\_U D-1 MTC Transit M y Agreeme x ratio for t llen slightl e of 19.6% s a direct re direct char . L IMPAC projecting Funding c and final b ductions f tle capacity s in Finan , revenues ve year-en vised 2011- s assumpti ons by Stat unding incr small year- minimizes s to addres ining year- asons: Minimiz reductio Minimiz operatio Weather TC agenda it Unsorted Stuff\Tr Manager's Report, ent would he SLO Tr ly below t . This will esult of a c rges for E CT g the 2012 continues t budget app for SLO Tr y for fundi ncial Positi are projec d balance o -12 budget ons of reve te budget t reases for F -end saving capital pro ss minor sh -end worki zing servic ns zing servic ns and ma ring volatil tem D-1 ansportation\Trans - JULY 11-2012.d be a key ransit syste he 20% re continue t change in t Enterprise -13 fiscal to be lean propriation ransit at th ng variatio ion is incl cted to mee of $96,500 t and projec enues in ke ake-aways FY 2013, s gs of $67,7 ojects, defe hortfalls in ng capital ce-level im ce-level im intenance le fuel pric sportation Commi docx y compone em. In the equired far through 20 the City’s Funds tha year to en and highly s. While his time, th ons. luded as p et or excee 0 as we mo cted fundin ey funding s over the p staff projec 700. Staff i ers bus repl revenues. reserve fun mpacts as a mpacts as a contract co ces ittees\MTC Comm ent in me e 2011-12 f rebox ratio 013-2014. methodolo at receive nd with a m y dependen staff does he projecte part of the ed expendit ove into ne ng for the 2 g sources th past three y cts ending t is proposin lacements nding is pr result of S a result of osts mittee\FY 2013\JU eeting the fiscal year, o with a pr This decre ogy for cal General F modest yea nt upon Fed not projec ed revenue 2011-12 F tures in 20 ext year. 2012-13 F hat have se years. With the 2012-1 ng a conser and maint rudent for State and F purchased ULY 11-2012\4-AG required , farebox ra rojected an ease in fare lculating d Fund prog ar-end wor deral and S ct any serv forecasts Fund Ana 011-12; lea Financial Pl een signific h the one-t 13 fiscal ye rvative bud tains year-e the follow Federal bu d transporta GENDA 5 20% atios nnual ebox direct gram rking State vice- give alysis aving lan cant time ear dget, end wing udget ation 15 July G:\Tran ITEM D First Tr First Tr collision by 71% incident driver th board p First Tr last eigh their dr all City Automa engine s Mo JUL AUG SEPT OCT NOV DEC JAN FEB MAR APR MAY JUN TOTA Change On Jun announc Lichtig “This m announ 11, 2012 MT nsportation-Data\_U D-1 MTC Transit M ransit Acc ransit (FT ns for the S % over the t (non-coll hat failed assenger in ransit. Tabl ht FY peri rivers and y owned atic Fire s shutdown i onth2004 0 1 T 0 0 V 0 0 0 1 R 0 0 Y 0 0 AL2 es in Publi ne 15, 20 ced his res issued the morning I m ced the tem TC agenda it Unsorted Stuff\Tr Manager's Report, cident Rec T) has mad SLO Trans e previous lision) occ to properly njury. The le one refl ods. In add their safet 2007 or suppression in the even -052005-0 0 0 0 0 1 0 1 0 0 0 1 0 3 50% ic Works S 012 Jay W signation e following met with t mporary ap tem D-1 ansportation\Trans - JULY 11-2012.d cord: de good p sit system. fiscal yea curred dur y secure a driver ulti ects the ov dition Firs ty training later bus n systems nt of an eng Table 1 Pr 062006-07 0 0 0 1 0 0 0 0 0 1 0 0 2 -33% Staffing: Walter, Di effective Ju g announce the Public ppointment sportation Commi docx progress w During FY ar (FY) pe ring this F three whe imately res verall FT p t Transit h includes v models a programm gine fire. reventable 7 2007-08 0 1 1 0 0 0 2 1 0 1 1 2 9 350% irector of uly 11, 201 ement on Ju Works an t of Utilitie ittees\MTC Comm with reduc Y 2011-12 eriod. One FY and wa eeled scoot signed and preventable holds mont vehicle ev are equipp med with Collisions 2008-09 1 2 0 0 1 1 1 1 0 1 0 1 9 0% SLO Pub 12. As a re uly 2, 2012 d Utilities es Director mittee\FY 2013\JU cing preve the numbe e FTA rep as in conn ter and res d is no long e collision thly safety vacuation p ped with a 15 seco s 2009-10 2 1 0 0 0 1 1 1 0 0 0 0 0 4 -56% blic Work esult City m 2: managem r Carrie M ULY 11-2012\4-AG entable veh er was redu portable m nection wi sulted in a ger working log during meetings procedures Amerex V ond autom 2010-1120 2 0 0 0 2 1 0 0 0 2 0 0 7 75%- ks Departm manager, K ment teams Mattingly GENDA 6 hicle uced major ith a an on g for g the with and V-25 matic 011-12 0 1 0 0 1 0 0 0 0 0 0 0 2 -71% ment Katie and 16 July G:\Tran ITEM D (cmattin 2012. Directo interim the City critical fact, we and ant In addit on exte Deputy jhudson Vehicle model manufa Two ad Other C Curren by Octo expende Some fa replacem The Bu facility were co and the Transit include located 11, 2012 MT nsportation-Data\_U D-1 MTC Transit M ngly@sloc During th r. I expect assignmen y family, ou time. Thi e will be la ticipate hav tion Tim B ended med Director n@slocity.o e replacem vehicles t ctured by ditional ve Capital Pr nt Transit ober 1, 20 ed. acility fund ment proje us Radio equipmen ompleted o final repor t Facility safety an at 29 Prad TC agenda it Unsorted Stuff\Tr Manager's Report, ity.org) as his interim t this inter nt is an op ur commun is is not th aunching th ving the ne Bochum De ical leave and will b org or 805 ment upda that are b Gillig was ehicles hav rojects: Facility p 12 after th ding was u ect. Replacem t has been on April 13 rts sent to C Safety-S nd security do Road. Th tem D-1 ansportation\Trans - JULY 11-2012.d s Interim D assignmen rim assignm pportunity nity, Counc he first ste he recruitm ext director eputy Dire and Jake be assistin -781-7200 tes: The C beyond the s delivered ve been ord project (FT he project used to com ment proje n fully inst 3, 2013. T CAL-EMA Security p y improve he grant fu sportation Commi docx Director o nt, Carrie w ment will l for an exp cil, process ep to conso ment for a r hired by ector of PW Hudson h ng Carrie M 0 City is in t eir 12 yea d and plac dered and d TA 5307) has been mplete the P ect (CAL- talled and he project A. project (C ments to unds were r ittees\MTC Comm of Public will also co last throug perienced ses, and fi olidating t Public Wo the end of W will be has assume Mattingly. the process ar useful ced into se delivery an This grant completed Prop 1B & -EMA fun communic was offic CAL-EMA the existin received o mittee\FY 2013\JU Works effe ontinue as gh Decemb leader wh nances to the two de orks Direct f this year.” out startin ed the pos Jake can s of replac life. A 40 ervice on J nticipated b t is expecte d and the f & CAL EM nded $209 cation site ially close A funded ng SLO T on June 4, 2 ULY 11-2012\4-AG fective July our Utiliti ber 2012. ho understa assist duri epartments tor in late ” ng July 5, 2 sition of ac be reache cing three 1 0’ Low F June 20, 2 by June 20 ed to be cl funds are f MA transit r 9,000).Bus improvem ed on May $48,000) Transit fac 2012 and s GENDA 7 y 12, ies This ands ing a s. In July 2012 cting ed at 1997 Floor 2012. 013. osed fully radio and ments y 30th will cility staff 17 July G:\Tran ITEM D is evalu fencing Bus Sto has bee benches propose and oth camera) July or New Bu SLO Tr propose project (AVL) approve Council Novemb The Do A prese positive to their advance project FTA Fu House This aft the Mo legislati conferen the conf The fin Leaders 11, 2012 MT nsportation-Data\_U D-1 MTC Transit M uating the improvem op Impro en receive s, kiosks, ed improve her cosmet ) has been early Augu us Stop S ransit syste es to install will also i signs and ed by the S l on June ber 2012 b owntown T entation wa e comment r Board in e to enviro is availabl unding AP and Senat ternoon, bo oving Ah ion, the su nce report ference rep nal legislat s from both TC agenda it Unsorted Stuff\Tr Manager's Report, facility s ments. vement p ed for imp lighting et ements and tic improv approved ust with th Safety and em has ap l solar ligh include the d wireless SLOCOG 5, 2012 a before it ca Transit Ce as provided ts from Cou n June 201 onmental re e at the SL PTA Legis te Vote to oth the Ho ead for P urface tran by a vote port by a v tive details h houses ha tem D-1 ansportation\Trans - JULY 11-2012.d safety need roject (PT provement tc. Staff is d has ident ements. A by the Cit e total cost d Security pproximate hting inside e installati video mo Board on and is awa an move for enter Stud d to SLO C uncil whic 12. The H eview if fu LOCOG we slative upd Pass Surf ouse and Se Progress nsportation of 373 to ote of 74 t s have bee ave asserte sportation Commi docx ds such a TMISEA-P s to exist s in the pr tified the D A 12 month ty manage t is estimat y Project ely forty-ni e some she ion of elec nitoring sy April 4, 20 aiting the s rward. dy Council on ch will be p iguera Str unding is a ebsite at w date June face Trans enate voted in the 21 n authoriz o 52 and sh to 19. en availab ed that the ittees\MTC Comm as security Prop 1B fu ting bus s rocess of DTC as on h DTC pil er and shou ted not to e (CAL-EM ine (49) b elters or on ctronic Au ystems at 012. This p sale of Sta n April 17, provided to reet Altern available. M www.slocog 29, 2012 sportation d to pass t 1st Centu ation bill. hortly there ble since e agreement mittee\FY 2013\JU y cameras unded $25 stops inclu evaluating ne location lot camera uld be com exceed $6, MA funded bus shelters n existing s utomatic V selected s project wa ate bonds , 2012 and o SLOCOG native #6 w More infor gtransit.com n Conferen the Confer ury (MAP The Hou eafter, the early yeste t represent ULY 11-2012\4-AG and gate 5,689) Fun uding shel g bus stops n for repain a project ( mpleted in ,000. $32,140) s. This pro sign poles. Vehicle Loc stops and as approve most likel d received G and repo was chose rmation on m nce Repor rence Repo P-21/H.R.4 use passed Senate pa erday morn ts a careful GENDA 8 and nding lters, s for nting (1-IP Late The oject The cator was ed by ly in very orted en to n this rt ort to 348) d the assed ning. lly- 18 July G:\Tran ITEM D develop bill, M extensio Infrastru The Ho surface enrollm Presiden Based summar agreeme Overall The fina Program and $1 Accoun $8.595 each fis based o Formula Urbaniz federal billion This co Reverse 5307 fo The bill Bus and below c Senate reported Capital 11, 2012 MT nsportation-Data\_U D-1 MTC Transit M ped, biparti oving Ahe on of cur ucture (T& ouse of Rep transporta ment of th ntial signin on our in ry of the ent that are Funding L al conferen ms, providi 0.695 bill nt of the H billion in scal year. n current l a Grant Pro zed Area G investmen in FY 201 ompares to e Commut ormula prog l authorize d Bus Fac current law bill had o d from com Investmen TC agenda it Unsorted Stuff\Tr Manager's Report, isan comp ead for Pr rrent law, &I) Commi presentativ ation law he bill (a ng ceremon nitial revie key poli e of the int Levels nce agreem ing a total lion in FY Highway T FY 2014, The bill a aw. ograms Grants (Se nt in public 13 and $4. o an estima e (JARC) gram. es $422 mi cilities For w ($984 mi originally p mmittee an nt Grants a tem D-1 ansportation\Trans - JULY 11-2012.d promise, in rogress in , and lan ittee’s bill ves also vo in order t a formal, ny, if desir ew of the icy and p terest to AP ment provi l of $10.57 Y 2014. F Trust Fund with $2.1 lso separat c. 5307, 5 c transporta .459 billio ated $4.55 program a illion in FY rmula prog illion in FY proposed, nd only $7 ccount wh sportation Commi docx nvolving g n the 21st nguage in that was n oted to pas to provide but neces red. conferenc programma PTA and it des for a l 78 billion Funding au amounts billion aut tely extend 5336) conti ation. The n in FY 2 52 billion activities w Y 2013 an gram. The Y 2012), w with essen 5 million a hen S. 1813 ittees\MTC Comm ive-and-tak Century n the Hou not conside ss a one-w e a “cushi ssary legi ce agreem atic eleme ts member limited inc in authoriz uthorized to $8.478 thorized fr ds the auth inue to be conferenc 2014 for u in FY 201 will now b nd $427.8 m funding l was a majo ntially no authorized 3 was passe mittee\FY 2013\JU ke betwee (MAP-21) use Trans ered on the week extens ion” to fa islative pr ment, the f ents of th rs: crease for F zed fundin from the billion in rom the G horization e the large ce report al urbanized a 12. The Jo be funded million in level, whil or change funding a d as a taked ed by the S ULY 11-2012\4-AG en the Sena ), the Hou sportation House flo sion of cur acilitate pr rocess) an following he confer Federal Tra ng in FY 2 Mass Tra n FY 2013 eneral Fun s for FY 2 st program llocates $4 area progr ob Access under the FY 2014 f le significa from wha as the bill down from Senate. The GENDA 9 ate’s use’s and oor. rrent roper nd a is a rence ansit 2013 ansit and nd in 2012 m for 4.398 ams. and Sec. for a antly at the was m the e 19 July G:\Tran ITEM D new pro program from eli allocatio based o The con Density million percent. Consist Elderly combin mobility under S availabl The con (Sec. 53 Rural F in FY 2 provide under th The bil Parks P Operatin As reco languag greater assistan conferen systems periods 11, 2012 MT nsportation-Data\_U D-1 MTC Transit M ogram is m in curren igibility, as on is mad n populatio nference ag y States and in FY 20 . ent with and Disab ed into a s y of senio Sec. 5310) le for elder nference r 311), to fu ormula pro 2014 as com es for rura his section l repeals t rogram. ng Assista ommended ge. This pro than 200 nce if thei nce report s to utilize of high un TC agenda it Unsorted Stuff\Tr Manager's Report, a formula nt law) an s proposed de availabl on and serv greement r d Growing 13 and $52 the APTA bled (Sec. single prog ors and ind . The cons rly and disa report also und public ogram is fu mpared to l job acce . the Clean ance/“100 B by APTA ovision all 0,000 to u ir system t does no e a portion nemployme tem D-1 ansportation\Trans - JULY 11-2012.d a grant pro nd does no d in the Ho le to all s vice factor retains the g States. Th 25.9 millio A recomm . 5310) an gram that dividuals w solidated p abled trans o authorize transporta unded at $ an estima ess and rev Fuels Form Bus” Rule A, the confe ows transit utilize port operates t include n of their 5 ent. sportation Commi docx ogram (as ot restrict use T&I C states, with rs. Sec. 5340 he program on in FY 2 mendations nd New Fr will fund with disab program w sportation es increase ation activ 599.5 mill ated $547.3 verse com mula Prog erence repo t systems i tions of t 100 or fe language 5307 fundi ittees\MTC Comm opposed agencies t Committee h the rem 0 formula m is author 2014, an in s for prog reedom (S activities bilities (the will increas programs. ed funding vities in rur lion in FY 3 million in mmute activ gram as w ort adopts in urbanize their 5307 ewer buse that wou ing for ope mittee\FY 2013\JU to a discr that operat bill, H.R. maining fun grant prog rized at a l ncrease of gram cons Sec. 5317) designed t e new pro se the leve g for Rura ral areas. T 2013 and n FY 2012 vities to n well as the proposed ed areas wi 7 funding es in peak uld have a erating ass ULY 11-2012\4-AG retionary g te rail serv 7. A minim nds distrib grams for H level of $5 f more than solidation, Programs to enhance ogram rem el of resou al Area Gr The Sec. 5 $607.8 mi 2. The bill now be fun Transit In “100 bus r ith populat for opera k service. allowed tra sistance du GENDA 10 grant vices mum buted High 518.7 n 13 the s are e the mains urces rants 5311 llion also nded n the rule” tions ating The ansit uring 20 July G:\Tran ITEM D State of The bill the curr distribu systems transpor rapid tr recipien capital investm factors under w fixed gu a formu 40 perc segmen The me 2014 fo be distr the basi transpor vehicles motorbu Fixed G The con 2014 fo $1.955 S.1813’ report’s streamli develop Admini expande process 11, 2012 MT nsportation-Data\_U D-1 MTC Transit M f Good Rep l creates a rent Fixed ute $2.1 bi s that use rtation use ransit syst nts would asset inve ment priorit used in th which 60 p uideway ro ula that dis cent on fix nts in reven easure also or a High I ributed 60 is of direct rtation tha s (HOV la us services Guideway C nference re or Fixed G billion au ’s Capital I s Fixed G ines the pr pment and istration. B ed use of w es. The con TC agenda it Unsorted Stuff\Tr Manager's Report, pair Grant a new “Sta d Guidewa llion in ea e and occ e, rail syste tems. Fun be require entories an ties. The b he rail tier percent is d oute miles. stributes 60 xed guidew nue service o authorize Intensity M percent on ional route at is provid anes), and s have been Capital Inv eport autho Guideway uthorized in Investment Guideway roject appr d providi Both the warrants to nference re tem D-1 ansportation\Trans - JULY 11-2012.d Program ate of Goo ay Modern ach of fisc cupy a se ems, fixed nding coul ed to deve nd conditio bill would of the urb distributed It would a 0 percent o way direct e for at leas es $60.9 m Motorbus S n the basis e miles. Th ded on a fa d would b n in revenu vestment G orizes $1.9 Capital I n FY 201 t Grants pr Capital I roval proc ing for q House an o expedite eport adop sportation Commi docx d Repair” nization pr cal years 2 eparate rig catenary d be used elop asset on assessm apportion ban formul on revenu apportion t of funds b tional rout st 7 years w million in F State of Go s of vehicle his program facility with e limited ue service f Grants and P 907 billion nvestment 2. The Co rovisions, w Investment cess, elimin quicker r nd Senate e the proje pts the Sena ittees\MTC Comm grant prog rogram. T 2013 and ght of wa systems, p d for a v manageme ments, dec n 50 perce la program ue vehicle the other 5 ased on ve te miles. would be e FY 2013 a ood Repai e revenue m would pr h access f to segmen for at least Program S for each o t Grants. T onferees ag with modif t Grants nating dup review by New Sta ct rating, e ate’s langu mittee\FY 2013\JU gram that The new p 2014 to fi ay for exc passenger f variety of ent system cision supp ent of the m in effect miles and 50 percent ehicle reve In all cas eligible for and $61.7 ir program miles and rovide fund for other h nts where t 7 years. Streamlinin of Fiscal Y This level greed to a fications. T provision plicative st y the Fe arts provis evaluation uage expan ULY 11-2012\4-AG would rep program w fixed guide clusive pu ferries and activities ms that inc port tools, total based t for FY 2 d 40 percen of funds u enue miles es, only t funding. million in m. Funds w 40 percen ding for pu high-occupa high-inten ng Years 2013 l is below adopt muc The confer reforms teps in pro ederal Tra sions inclu n, and appr nding the u GENDA 11 place would eway ublic d bus and clude and d on 2011, nt on under s and those n FY would nt on ublic ancy nsity 3 and w the ch of rence and oject ansit uded roval use 21 July G:\Tran ITEM D of warra percent fixed gu well as capacity The Co operate small s systems peak pe Public T Include transit s national perform a nation other de transpor respons transit f plan ba required safety o A formu develop state sa approve conduct Federal oversigh oversee authorit noncom funding actions. 11, 2012 MT nsportation-Data\_U D-1 MTC Transit M ants for pr of total pr uideway c programs y projects a onferees m in right-o tarts fund s where a m eriods. Transporta d in the r safety prop l safety pla mance stand nal safety c esignated p rtation sys ible for s funding are ased on se d to have a oversight ag ula grant f p and carry afety over e, oversee t triennial Transit A ht will be c impleme ty to audi mpliant wi g or require In the eve TC agenda it Unsorted Stuff\Tr Manager's Report, rojects with roject costs apital proj of interrel achieve at make corrid f-ways ded ding, and t majority of ation Safety report is a posals. The an for all m dards for a certificatio personnel, stems and afety over e required et criteria. an approve gency whi funding pr y out state rsight agen and enfor safety aud Administra carried out entation by t their act th safety e up to 100 ent that a st tem D-1 ansportation\Trans - JULY 11-2012.d h a New S s. The bill jects, smal lated proje least a 10 dor-based b dicated exc they limit f the projec y Program a negotiate e provision modes of p all rolling s n training who cond employee rsight. Und to establish Those st ed state saf ch assume rogram for e safety ov ncies are rce implem dits and to ation (FTA t by the sta y those s tivities. In requireme 0 percent o tate safety sportation Commi docx Starts share modifies e ll starts, an ects. The c percent in bus rapid clusively t eligibility ct operates ed compro n grants au public tran stock not o program f duct safety es of publi der this p h, and hav tates with fety oversig s oversigh up to 80 p versight pr required, mentation o provide a A) and oth ate safety o tate safety n the even ents, the of Federal oversight ittees\MTC Comm e not excee eligibility nd core ca onference ncrease in c transit (BR to public tr y for BRT s in a dedic omise betw uthority to nsportation otherwise r for Federal audits and ic transpor provision, ve certified rail fixed ght progra ht related re percent in rograms h among o of transit annual saf hers. Whi oversight en y oversigh nt that a r Secretary funds be u agency is mittee\FY 2013\JU eding $100 standards t apacity imp report req capacity al RT) projec ransportati T new sta cated right- ween Sena the Secret n, to set m regulated a l and State d examina rtation age all recipie d, a compre d guidewa am that esta esponsibili federal m has been au other thing agency sa fety status le transit ntities, the ht entities recipient i may wit used for co found to b ULY 11-2012\4-AG 0 million o to include provement quires that ong a corr cts that do ion eligible arts fundin -of-way du ate and H tary to crea minimum sa and to estab employee ations of pu encies dire ents of fed ehensive sa ay systems ablishes a ities match dolla uthorized. gs, to rev afety plan reports to agency sa e Secretary s and has s found to thhold Fed orrective sa be GENDA 12 or 50 new ts, as core idor. o not e for ng to uring ouse ate a afety blish es, or ublic ectly deral afety s are state ars to The view, s, to o the afety y will the o be deral afety 22 July G:\Tran ITEM D Noncom limited Federal Additio or unlin establish Asset M The bill transpor Transit to deve conditio since th term ‘s conditio Metropo The Con plannin Plannin issues perform all MPO of publ modes pilot pr projects assist w projects Researc Researc existing continu to demo 11, 2012 MT nsportation-Data\_U D-1 MTC Transit M mpliant, th to issuing funds. nally, a w nked passe h a joint ov Managemen l also requ rtation ass agencies w lop capital on of their he last repo state of g on of capita olitan and nference R g at the lo ng Organiz such as s mance repo Os, designa lic agencie of transpo rogram to s. The pilo with costs s or core ca ch and Oth ch, Develo g research p ed progres onstration a TC agenda it Unsorted Stuff\Tr Manager's Report, he Secretar directives aiver prov enger trips versight en nt uires the es sets to imp will be req l asset inv system as ort. The Se ood repair al assets. Statewide Report cont ocal, regio zations (M safety and rt. Additio ated as Tra es (includi ortation in fund plann ot is funde of comp apacity imp er Transit pment and program b ss, with a g and deploy tem D-1 ansportation\Trans - JULY 11-2012.d ry is gran , requiring vision for a as well as ntity was a stablishmen prove safet quired to es ventories a s a whole, ecretary of r,’ includi Planning tains key p onal and s MPOs) to d state of onally, the ansportatio ng transit the metrop ning effort ed at $10 m prehensive provement Provisions d Demonst y creating goal of tak yment in th sportation Commi docx nted a ran g more freq agencies no s a provisi lso authori nt of a sys ty and inc stablish an nd conditi with descr f Transport ing object provisions tate level. establish good rep final langu on Manage agencies) politan are ts for Tran million in planning t projects fu s tration ($7 a clearly d king an ide he field. Th ittees\MTC Comm nge of opt quent over ot exceedin on allowin ized. stem to mo crease relia nd use an a ion assessm riptions of tation is al tive stand intended t The repo performan pair. This uage mand ement Area that adm ea. Lastly, nsit-Orient FY 2013 for new funded with 0 million) delineated ea from the he program mittee\FY 2013\JU tions, incl rsight and/o ng a set am ng multi-st onitor and ability and asset manag ments, and f the chang lso require dards for m to enhance ort requires nce targets will incl dates that t as, must in minister or , the repor ted Develo and 2014 fixed gui h federal d -- The bil pipeline w e research m specifica ULY 11-2012\4-AG luding but or withhol mount of m tate system manage pu d performa gement sy d report on ge in cond d to define measuring e transporta s Metropo s that add lude a sy the structur nclude offi operate m rt establish opment (T . Funding ideway ca dollars. ll modifies with criteria phase thro lly provide GENDA 13 t not lding miles ms to ublic ance. stem n the dition e the g the ation olitan dress stem re of cials major hes a TOD) will apital s the a for ough es 23 July G:\Tran ITEM D funding benefit dedicate availabl the con facilitie The bil (TCRP) had bee the auth Technic creates provide effectiv recipien authoriz standard other su assist gr Public Emerge authoriz sums a transpor and fac serious Training Human Transpo and ass resource Transit 11, 2012 MT nsportation-Data\_U D-1 MTC Transit M g for demo public tran ed to low le for the a nstruction o s to accom l provides ), funding en cut by 3 horizing co cal Assistan a new s es grants vely and ef nts admin zes the FT ds by the p ubjects and rant recipie Transpor ency Relief zed under t s necessar rtation sys cilities tha damage as g – The b Resources ortation W sist the de e activitie Institute (N TC agenda it Unsorted Stuff\Tr Manager's Report, onstration nsportation or no em acquisition of facilitie mmodate th a small i it at $7 m 35 percent ommittees s nce and St ection on for activi fficiently p ister fund TA to cont public tran d authorize ents follow rtation Em f Program the bill, wi ry.” The n stems in pa t are in d s a result o bill author s and Train Workforce D evelopmen s within t NTI) is aut tem D-1 ansportation\Trans - JULY 11-2012.d and deplo n. It also c mission pu n of low or es for such he use of lo ncrease to million annu in the FY sought to a tandards D Technica ities that provide pu ds receive tinue maki nsportation es the Secr wing a com mergency patterned a ith an open new progr aying for p danger of f an emerg rizes $5 m ning (Wor Developm nt of inno the public thorized at sportation Commi docx oyment of creates a s ublic transp no emissi h vehicles, ow or no em o the Trans ually out o 2012 Tran add some f Developme al Assistan help pub ublic trans ed under ing grants n industry retary to fu mpetitive pr Relief Pr after the si n ended Ge ram is des protecting, suffering gency. million ann kforce Dev ent Progra ovative wo transporta $5 million ittees\MTC Comm f products section of t portation on vehicle and the r mission ve sit Cooper of the Gen nsportation funding ba ent ($7 mil nce and S blic transp sportation this chap for the de related to fund techni rocess. rogram – imilar Fede eneral Fun signed to , repairing, serious da nually from velopment am will be orkforce d ation indu n from the mittee\FY 2013\JU s and serv the deploy vehicles, m es and relat rehabilitati ehicles. rative Rese neral Fund n Appropri ack. llion annua Standards portation service an pter. This evelopmen procureme ical assista – Addition eral Highw nd authoriza assist Stat , or replac amage or m the Gen t). The Inn e a progra developmen ustry. Also Mass Tran ULY 11-2012\4-AG vices that yment prog making gr ted equipm ion of exis earch Prog d. The prog iations bill ally) – The Developm systems m nd helps g section nt of volun ent, safety ance center nally, a way progra ation for “ tes and pu cing equipm have suff neral Fund novative Pu am to prom nt and hu o, the Nati nsit Accou GENDA 14 may gram rants ment, sting gram gram , but e bill ment, more grant also ntary y and rs to new am is such ublic ment fered d for ublic mote uman ional unt. 24 July G:\Tran ITEM D Bus Tes Facility does ca a Bus T testing scoring Bus Axl the curr buses, t single-a limits o Buy Am domesti docume for high Buy Am most o segmen Transit would h benefit Finance and a nu parity fo Rail Tit Althoug proposa the fina passeng become languag commut all PTC 11, 2012 MT nsportation-Data\_U D-1 MTC Transit M sting Facil y (the Sena ll for the S Test Pass/ facility, bu system un le Weight – rent, tempo the Confer axle weigh f less than merica – W ic content entation an hway, trans merica requ f the Sen ntation lang Benefits – have exten for the tra e Title. De umber of o or transit b tle – Positiv gh rail titl als, an agre al conferen ger railroad e certified b ge in both ter railroad C related pr TC agenda it Unsorted Stuff\Tr Manager's Report, lity – The b ate bill had Secretary o /Fail stand us manufa nder this pa – Based on orary singl rees adopte ht exemptio 24,000 po While neith t requirem nd transpar sit, and rai uirements. nate’s Buy guage. –The final nded for o ansit comm spite the s other advo benefits at t ve Train C es were c eement cou nce agreem ds to main by the Sur h the Hou ds in the p rovisions w tem D-1 ansportation\Trans - JULY 11-2012.d bill mainta d proposed of Transpo dard. The cturers, an aragraph. n similar pr le-axle we ed the Hou on and the ounds, on th her the Hou ments for rency requ il projects With rega y America l conferenc only the 2 muter tax b staunch adv cates in th the level o Control and ontained i uld not be ment. The ntain at lea face Trans use and S process of were struck sportation Commi docx ains an auth d up to thr rtation to p Secretary nd transit a rovisions i eight exem use provisi State enfo he intersta use nor Se rolling st uirements o and prohib ard to tran a provision ce agreem 2012 calen benefit, as vocacy of he House a f parking b d STB Lice in both the negotiated Senate S ast $200 m sportation B Senate pro implement k from the f ittees\MTC Comm horization ree addition promulgate is require agencies to in both S.1 mption for t ion that m orcement b ate highway enate bills tock, both of current bited proje nsit project n, but did ment does ndar year s had been Senator C and Senate, benefits wa ensing e House a d and the ra Sec. 35601 million in l Board was oposals to ting Positi final confe mittee\FY 2013\JU for a sing nal testing e regulatio d to work o develop 1813 and H transit and makes perm ban of sing y. included h bills str Buy Amer ect segmen s, the Con d not inc not retain parity wit n provided Charles Sch , the provi as not retai and Senate ail title wa 1 provision liability ins s eliminate o provide ive Train C erence repo ULY 11-2012\4-AG gle Bus Tes g facilities) ons to estab k with the the bus m H.R.7 to ex d over-the- manent both gle-axle we changes to engthened rica provis ntation to a nferees ado lude the language th the par d in the Se humer (D- sion exten ined. e authoriza as deleted f n requiring surance an ed. And des flexibility Control (P ort. Also GENDA 15 sting ) but blish bus model xtend -road h the eight o the the sions avoid opted anti- that rking enate -NY) nding ation from g all nd to spite y to TC), 25 July G:\Tran ITEM D eliminat Preserv related t Highwa The bill provisio projects for the transit p FY 201 Quality be used the bill Recreat program million allocate funding (includi to opt-o Americ (TIFIA) Both o expande program The Co modific by the applicat the TIF 2013, th House a 11, 2012 MT nsportation-Data\_U D-1 MTC Transit M ted as a re ation, Exp to Amtrak ay Title Tra l authorize ons that im s. The bill Surface Tr projects to 13 and $2 (CMAQ) d for diesel consolidat tional Trai m, however annually. ed to MPO g for TA a ing road an out of TA-a a Fast F ) of the ini ed TIFIA, m, increasin onferees cations esta U.S. De tion proces IA program his represe and Senate TC agenda it Unsorted Stuff\Tr Manager's Report, esult of the ansion, an . ansit-relate es several p mpact the provides $ ransportati o be funded .28 billion program. A l exhaust re tes the Tra ils progra r, overall f Under th s and 50pe activities a nd bridge p activities d orward/Tr itial Hous , the popu ng funding largely ad ablishing a partment ss report b m at $750 ents a $250 e bills. tem D-1 ansportation\Trans - JULY 11-2012.d e rail title b d Develop ed Provisio programs u availabilit $10.2 billio ion Progra d with ST n in FY 2 A provisio etrofits is n ansportation ams into a funding fo he new TA ercent to st and devote projects). F deeply conc ansportatio se and Se ular Feder g from $12 dopted th application of Transp by DOT. T million in 0 million r sportation Commi docx being drop ment Act o ons under the H ty of fund on in FY 2 m (STP) a TP dollars. 014 for th on mandatin not include n Enhance a new “T r these act A program tates, howe e funding Funding re cerns trans on Infrast enate auth ral surfac 20 million he Senate’ n procedur portation The confer FY 2013 reduction f ittees\MTC Comm pped was t of 2012, w Highway T ding for tr 2013 and $ and mainta Further, $ he Conges ng a perce ed in the c ements, Sa Transportat tivities is r m, 50 perc ever, states to other eductions a sportation m tructure F horization e transpor in FY 201 ’s TIFIA es to impo (DOT) an rence repor and $1 bil from the le mittee\FY 2013\JU the Nationa which inclu Title and i ransit and $10.3 billio ains langua $2.26 billio stion Mitig entage of C conference afe Route t tion Alter reduced by cent of fu s may chos transportat and the ab mobility ad Finance an proposals rtation cre 12 to $1 bi provision ose deadlin nd requiri rt authoriz llion in FY evel includ ULY 11-2012\4-AG al Rail Sys uded provis includes po transit-rel on in FY 2 age that all on is alloc gation and CMAQ fun report. La o Schools, rnatives (T y roughly $ unding wil se not to ut tion initiat bility for S dvocates. nd Innova s significa edit assist illion annu n, with s nes for act ng an an zes funding Y 2014. For ded in both GENDA 16 stem sions olicy lated 2014 lows cated d Air nding astly, , and TA)” $300 ll be tilize tives tates ation antly tance ually. some tions nnual g for r FY h the 26 July G:\Tran ITEM D SLO T Admini 2011-12 2012. T register grant is reimbur apportio Septemb State T Annual the upc and Sta estimate SLOCO and belo 2012/20 The Cou County includes contrast $10,686 the larg Reserve 10% hig BACKG The TD LTF, is derived distribu seven Transpo funds pr 11, 2012 MT nsportation-Data\_U D-1 MTC Transit M Transit FT istration (F 2 FTA gra This grant u and will a s expected rsement ( onment ap ber 30, 20 TDA Fundi lly SLOCO oming fisc ate Transi es to SLO OG Board ow are hig 013 Estima unty Audit Auditor’s s estimate t, the es 6,000. This ge carryov e of $600,0 gher. GROUND DA provide s derived f from the uted to the cities, th ortation Se rovide off- TC agenda it Unsorted Stuff\Tr Manager's Report, TA Grant FTA) final ant (CA-90 uses the pr amend the to be exec (ECHO) t pproval co 12 or later ing update OG apporti cal year. T it Assistan OCOG. T met on A hlights. ates for LT tor LTF es estimate i ed 12/13 s timate fo s allocation ver that is 000, the ac D es two sou from ¼ cen e statewide region by he County ervices Ag -the-top fun tem D-1 ansportation\Trans - JULY 11-2012.d Status: A apportion 0-Y955) fo reviously a e grant wh cuted in la three day ould be de . e ions Trans These fund nce (STA The State April 4th 20 TF stimates fo is $11,846, sales tax or 2011/20 n will not b not expe ctual alloca urces of fun nt collecte e sales tax y the State y, SLOC gency (CT nding for p sportation Commi docx As a resul nment the or Departm approved 7 en the fina ate July or ys after i elayed unt sportation D ds include L A). The C Controlle 012 and ap or 2012/201 ,100, whic revenue a 012 LTF be the new ected in th ations to ju nding for ed in retail x on dies e and alloc OG, and TSA) for t planning/a ittees\MTC Comm lt of the D transit ma ment of La 75% fundi al apportio August an it is offi til the end Developm Local Tran County Au er provide pproved th 13 are high ch is an 11 and an op used fo w base for he future. urisdiction transportat l sales tax sel fuel. B cated by S Ride-On the San Lu administrat mittee\FY 2013\JU Delayed F anager sub abor review ing posted onment is nd will all ficially ex d of the F ment Act (T nsportation uditor subm es STA e he FY 2012 her than 20 % increase pening cas or apporti subsequen With a p ns are betw tion progra xes. The se Both of th SLOCOG n – the uis Obispo ion. The re ULY 11-2012\4-AG Federal Tra bmitted the w on June in the Fed approved. low for fed xecuted. F Federal FY TDA) fund n Funds (L mits the estimates. 2-13 estim 011/2012 – e. This am sh balance ionments nt years, du proposed F ween 8.7% ams. The econd, STA hese funds to each of Consolid o region. emaining L GENDA 17 ansit e FY e 22, deral The deral Final Y on s for LTF) LTF The mates – the mount e. In was ue to Fund % and first, A, is s are f the dated LTF LTF 27 July G:\Tran ITEM D is appor and bik The sta approve DISCU Based o maintain in antic reserve jurisdict Availab This is Pedestri FY11/1 State T 2012/20 budget consiste time tha Propos • L • S If the e maintain costs an SLORT The San Advisor unanim recomm procure replacem 11, 2012 MT nsportation-Data\_U D-1 MTC Transit M rtioned acc keway/pede ate budget ed and the USSION on the Cou ning a 5% cipated rev would be tions. ble for Ap the amou ian and Bi 2 amount o Transit As 013 was re is adopte ent with th at a State b ed SLO C LTF-$1,91 STA- $229 estimated ning the c nd volatility TA Budget n Luis Obi ry Comm ously reco mending th ement proj ment of RT TC agenda it Unsorted Stuff\Tr Manager's Report, cording to estrian faci includes STA amou unty Audi % ($600,000 venues and the first lin portionme unt availab keways ap of $9,136,2 ssistance ( eceived. Th ed in June he propose budget is ad City Alloca 7,329 whic ,755 which amounts a urrent serv y. t ispo Regio mittee (RT ommended at any cost ject (using TA’s plann tem D-1 ansportation\Trans - JULY 11-2012.d population ilities. STA STA fund unt is prelim tor’s recom 0) fund res d unexpec ne of defen ent to Jur ble to app pportionme 249. (STA) - $1 he exact am e 2012. T ed Governo dopted, the ation ch represen h represent are realize vice levels nal Transi AC) met d adoption t savings t g Proposi ned capital sportation Commi docx n for publi A funds ar ding for 2 minary at t mmendatio serve to “p cted expen nse in case isdictions portion to ent. This am 1,639,855 mounts of S The total or’s Budg ese funds a nts an incr ts an increa d this wil s especially t Authority on Apri of the R that might tion 1B f project-re ittees\MTC Comm ic transit, s re used for 2012/13; th this time. on, the SL provide for nditures. St e of any ac $9,997,51 jurisdictio mount is $ In January STA will b amounts et for FY are uncerta ease of $17 ase of $48 ll greatly a y in an era y’s (SLOR il 18, 20 RTA FY 12 be realized funds) be elated use o mittee\FY 2013\JU street/road r public tra he budget LOCOG B r unexpecte taff also n ctual TDA 15 ons, and i $861,266 g y 2012, th be known w recommen 2012-13, ain. 75,072 or ,187 or 27 assist SLO a of contin RTA) Regio 12 and t 2-13 budg d as part o e consider of STA fun ULY 11-2012\4-AG improvem ansit purpo has not b oard appro ed fluctuat noted that shortfall to it includes greater than he estimate when the S nded here but until 10.05% % O Transit nuing high onal Techn the comm get, while of the RTA ed for pa nds. As you GENDA 18 ments oses. been oved tions this o the s the n the e for State are such with fuel nical mittee also A bus artial u 28 July G:\Tran ITEM D know, S capital p Specific STA fun Proposi non-use RTA B purchas RTA s distribu SLORT mainten months SLO M events Assistan in limit Ridersh 316 pas previou rides on SLOCO Project Populat pressure strategic and emp has mea aging re need for access. 11, 2012 MT nsportation-Data\_U D-1 MTC Transit M STA funds projects. cally, (See nds for cap ition 1B-fu ed STA fu Board’s di sing the mo staff conc ution of unu TA is als nance fac s. Marathon & had major nt Dee Law ting any n hip data on ssengers w us year. SL n Earth Day OG Bus R t Purpose tion and em e on the cally plan ployment g ant that tr esidents to r County tr Against th TC agenda it Unsorted Stuff\Tr Manager's Report, s are very e attached pital projec unded bus unds could rection. It ost cost-eff curs with used STA f so consid cility and & Earth D r impacts wson shoul negative s n this event with 1,079 t LO Transit y. apid Tran and Objec mploymen County’s for future growth, the ransit servi get aroun ransit serv his backdro tem D-1 ansportation\Trans - JULY 11-2012.d flexible – d agenda) cts in FY 1 s procurem d be remitt t should b fective veh RTAC’s funds to th dering a more info Day Impa on the SL ld be recog situations w t indicates total system participate nsit (BRT) ctives nt growth i transporta e transport e general p ices are be d. A grow ices as hig op, current sportation Commi docx they can b ), RTA ha 12-13. If RT ment proje ted back t be noted hicles poss recomm he jurisdict new loca ormation acts (April LO Transi gnized for with the r that the D m riders fo ed with oth ) Study in the San ation syste ation inve population ecoming e wing studen gher costs o economic ittees\MTC Comm be used to as assumed RTA is able ect, the RT to the juri that RTA sible. In lin endation tions. ation for will be a l 22nd): A it system her hard w resulting d DD route to or the day her transit Luis Obis em and r estments. In in the coun even more nt populatio of living re conditions mittee\FY 2013\JU fund eithe d the use o e to realize TAC reco isdictions, A staff is ne with tha regarding their op available i s expected and City work with detours an o Cuesta C and an inc agencies t spo Count resulted in n addition nty is agin important on has also estrict priv s have mea ULY 11-2012\4-AG er operatin of $443,96 savings on mmended subject to committe at commitm possible perations in the com d both of t Transporta all particip nd bus de College car crease over to provide ty area has n the need n to popula ng as well. t as a way o increased ate automo ant that the GENDA 19 ng or 60 in n the any o the d to ment, re- and ming these ation pants lays. rried r the free s put d to ation This y for d the obile ere 29 July G:\Tran ITEM D is less limited. SLOCO embark and has the US This pu past tra assessm 101 co Specific the area integrat The key • S • A • E p   Attache June 12 candida 11, 2012 MT nsportation-Data\_U D-1 MTC Transit M funding t OG has bee ed on a ser s initiated a 101 corrid urpose of t ansit planni ment of the orridor at cally, the g a, provide ting these e y project ob Streamline Attract new Evaluate m prioritized i ed with our 2, 2012 an ate BRT im TC agenda it Unsorted Stuff\Tr Manager's Report, o provide en proactiv ries of stud a study to dor. the Region ing work t most effe interchan goal will b e a rankin elements in bjectives a regional tr w transit rid most cost-e implement r agenda i nd city sta mprovemen tem D-1 ansportation\Trans - JULY 11-2012.d better se ve in anticip dies to bet evaluate B nal BRT A that has be ective BRT nges and be to ident ng of their nto future p are: ransit servi ders in the effective tr tation plan is the BRT aff will be nts on Sept sportation Commi docx ervice whil pating the tter improv Bus Rapid Application een occurr T strategies along str tify BRT e r effective projects an ice in San L County   ransit imp   T Backgrou attending ember 26, ittees\MTC Comm le new fu transit nee ve local an Transit (B ns study w ring in the s that can b reets servi elements th eness and nd program Luis Obisp provements und Summ a consult 2012. mittee\FY 2013\JU unding opp eds in the c nd regional BRT) oppo will be to fu e County a be pursued ing these hat are mo propose ms. po County s in order mary and e tant works ULY 11-2012\4-AG portunities county and l transit ser ortunities a further adv and provid d along the interchan ost suitable a timeline r to develo eNewsletter shop to rev GENDA 20 s are d has rvice along vance de an e US nges. e for e for op a r for view 30 MT C A G E N D A I T E M - D 2 A T T A C H M E N T “ A ” - JU L Y 1 1 , 2 0 1 2 R E G U L A R M E E T I N G G: \ T r a n s p o r t a t i o n - D a t a \ _ U n s o r t e d S t u f f \ T r a n s p o r t a t i o n \ T r a n s po r t a t i o n C o m m i t t e e s \ M T C C o m m i t t e e \ FY 2 0 1 3 \ J U L Y 1 1 - 2 0 1 2 \ 5 - D 2 - A T T A C H M EN T A - M T C P E R F O R M A N C E R E P O R T S J U L Y 9 - - 2 0 1 2 . d o c x 1 M a y - 1 1 G A L A M T C O S T / G A L D I E S E L 1 0 , 5 2 6 . 4 0 $ 4 0 , 7 6 0 . 2 5 $ 3 . 8 7 C N G 0 . 0 0 $ 0 . 0 0 $ 0 . 0 0 G A S 4 9 6 . 1 0 $ 1 , 9 3 9 . 5 3 $ 3 . 9 1 T O T A L 1 1 , 0 2 2 . 5 0 $ 4 2 , 6 9 9 . 7 8 $ 3 . 8 7 J u n - 1 1 G A L A M T C O S T / G A L D I E S E L 9 , 4 0 1 . 0 0 $ 3 5 , 0 2 2 . 1 5 $ 3 . 7 3 C N G 0 . 0 0 $ 0 . 0 0 $ 0 . 0 0 G A S 2 7 0 . 2 0 $ 9 8 3 . 8 1 $ 3 . 6 4 T O T A L 9 , 6 7 1 . 2 0 $ 3 6 , 0 0 5 . 9 6 $ 3 . 7 2 31 MT C A G E N D A I T E M - D 2 A T T A C H M E N T “ A ” - JU L Y 1 1 , 2 0 1 2 R E G U L A R M E E T I N G G: \ T r a n s p o r t a t i o n - D a t a \ _ U n s o r t e d S t u f f \ T r a n s p o r t a t i o n \ T r a n s po r t a t i o n C o m m i t t e e s \ M T C C o m m i t t e e \ FY 2 0 1 3 \ J U L Y 1 1 - 2 0 1 2 \ 5 - D 2 - A T T A C H M EN T A - M T C P E R F O R M A N C E R E P O R T S J U L Y 9 - - 2 0 1 2 . d o c x 2 M a y - 1 2 G A L A M T C O S T / G A L D I E S E L 1 1 , 0 2 8 . 4 0 $ 4 1 , 1 8 2 . 6 2 $ 3 . 7 3 C N G 0 . 0 0 $ 0 . 0 0 $ 0 . 0 0 G A S 2 2 0 . 5 0 $ 1 , 0 1 5 . 8 4 $ 4 . 6 1 T O T A L 1 1 , 2 4 8 . 9 0 $ 4 2 , 1 9 8 . 4 6 $ 3 . 7 5 J u n - 1 2 G A L A M T C O S T / G A L D I E S E L 8 , 6 0 8 . 0 0 $ 2 7 , 7 8 2 . 7 2 $ 3 . 2 3 C N G 0 . 0 0 $ 0 . 0 0 $ 0 . 0 0 G A S 2 3 3 . 9 0 $ 9 3 1 . 5 8 $ 3 . 9 8 T O T A L 8 , 8 4 1 . 9 0 $ 2 8 , 7 1 4 . 3 0 $ 3 . 2 5 32 MT C A G E N D A I T E M - D 2 A T T A C H M E N T “ A ” - JU L Y 1 1 , 2 0 1 2 R E G U L A R M E E T I N G G: \ T r a n s p o r t a t i o n - D a t a \ _ U n s o r t e d S t u f f \ T r a n s p o r t a t i o n \ T r a n s po r t a t i o n C o m m i t t e e s \ M T C C o m m i t t e e \ FY 2 0 1 3 \ J U L Y 1 1 - 2 0 1 2 \ 5 - D 2 - A T T A C H M EN T A - M T C P E R F O R M A N C E R E P O R T S J U L Y 9 - - 2 0 1 2 . d o c x 3 To t a l C o s t a l l F u e l s T O T A L C O S T a l l f u e l s Di f f e r e n c e D i f f e r e n c e D i f f e r e n c e F Y 2 0 1 2 2 0 1 1 2 0 1 0 2 0 0 9 2 0 0 8 2 0 0 7 2 0 1 2 v s 1 1 2 0 1 1 v s 1 0 2 0 1 0 v s 0 9 0 9 v s 0 8 J u l y $3 2 , 9 5 9 . 7 9 $ 2 3 , 0 3 8 . 5 2 $ 2 0 , 5 9 4 . 4 9 $ 4 0 , 9 1 4 . 7 5 $ 2 7 , 4 3 1 . 1 0 $ 2 1 , 8 3 1 . 0 2 4 3 . 0 6 % 1 0 . 6 1 % - 4 9 . 6 6 % 4 9 . 1 5 % Au g u s t $3 4 , 5 4 2 . 5 5 $ 2 4 , 8 6 2 . 4 6 $ 2 1 , 6 8 4 . 7 9 $ 3 6 , 4 5 9 . 6 6 $ 1 5 , 5 4 6 . 4 4 $ 3 9 , 5 1 4 . 1 2 3 8 . 9 3 % 1 2 . 7 8 % - 4 0 . 5 2 % 1 3 4 . 5 2 % S e p t e m b e r $3 8 , 4 9 3 . 1 1 $ 3 0 , 5 0 3 . 1 3 $ 2 3 , 8 5 4 . 4 4 $ 3 7 , 4 3 6 . 3 8 $ 3 5 , 6 7 0 . 9 5 $ 3 0 , 3 6 6 . 9 0 2 6 . 1 9 % 2 1 . 8 0 % - 3 6 . 2 8 % 4 . 9 5 % O c t o b e r $3 9 , 8 6 1 . 2 6 $ 3 3 , 2 5 1 . 2 0 $ 2 6 , 4 6 6 . 4 6 $ 3 5 , 3 8 3 . 7 2 $ 3 4 , 3 0 6 . 0 9 $ 3 1 , 5 0 8 . 7 9 1 9 . 8 8 % 2 0 . 4 0 % - 2 5 . 2 0 % 3 . 1 4 % N o v e m b e r $3 6 , 7 5 4 . 4 6 $ 3 2 , 5 7 0 . 8 9 $ 2 4 , 4 3 8 . 1 2 $ 2 2 , 5 2 6 . 5 6 $ 2 4 , 8 7 0 . 9 4 $ 2 1 , 5 2 7 . 1 3 1 2 . 8 4 % 2 4 . 9 7 % 8 . 4 9 % - 9 . 4 3 % D e c e m b e r $2 8 , 2 0 8 . 0 6 $ 2 0 , 7 1 9 . 4 7 $ 2 1 , 5 4 0 . 0 8 $ 1 5 , 2 3 0 . 7 3 $ 3 3 , 7 1 6 . 1 9 $ 2 5 , 9 8 8 . 4 6 3 6 . 1 4 % - 3 . 9 6 % 4 1 . 4 3 % - 5 4 . 8 3 % J a n u a r y $ 3 8 , 4 9 8 . 4 2 $ 3 2 , 2 0 4 . 0 8 $ 2 6 , 3 8 3 . 9 9 $ 2 0 , 6 2 0 . 0 3 $ 3 0 , 6 9 0 . 0 7 $ 1 8 , 4 9 4 . 1 1 1 9 . 5 5 % 1 8 . 0 7 % 2 7 . 9 5 % - 3 2 . 8 1 % F e b r u a r y $ 3 6 , 6 7 0 . 0 1 $ 3 2 , 6 8 8 . 2 5 $ 2 4 , 9 5 5 . 9 5 $ 1 8 , 0 3 0 . 9 3 $ 2 8 , 4 6 5 . 2 7 $ 2 4 , 9 0 9 . 6 4 1 2 . 1 8 % 2 3 . 6 5 % 3 8 . 4 1 % - 3 6 . 6 6 % M a r c h $ 4 0 , 3 8 2 . 8 2 $ 4 1 , 5 4 1 . 6 6 $ 3 0 , 0 8 3 . 1 1 $ 1 8 , 4 7 2 . 5 1 $ 3 4 , 5 0 3 . 9 0 $ 2 7 , 3 9 8 . 6 0 - 2 . 7 9 % 2 7 . 5 8 % 6 2 . 8 5 % - 4 6 . 4 6 % A p r i l $ 4 1 , 9 1 2 . 0 1 $ 4 2 , 6 5 0 . 9 2 $ 2 9 , 0 6 6 . 4 6 $ 1 9 , 7 5 1 . 9 5 $ 4 1 , 7 6 9 . 3 7 $ 2 8 , 5 1 1 . 8 6 - 1 . 7 3 % 3 1 . 8 5 % 4 7 . 1 6 % - 5 2 . 7 1 % M a y $ 4 2 , 1 9 8 . 4 6 $ 4 2 , 6 9 9 . 7 8 $ 2 7 , 4 1 2 . 5 2 $ 2 0 , 2 1 7 . 7 4 $ 4 4 , 6 0 5 . 7 9 $ 3 1 , 9 5 7 . 4 3 - 1 . 1 7 % 3 5 . 8 0 % 3 5 . 5 9 % - 5 4 . 6 7 % J u n e $2 8 , 7 1 4 . 3 0 $ 3 6 , 0 0 5 . 9 6 $ 2 6 , 2 0 7 . 8 2 $ 1 9 , 9 0 7 . 1 6 $ 4 1 , 0 7 5 . 7 5 $ 2 4 , 3 9 1 . 5 3 - 2 0 . 2 5 % 2 7 . 2 1 % 3 1 . 6 5 % - 5 1 . 5 4 % $ 4 3 9 , 1 9 5 . 2 5 $ 3 9 2 , 7 3 6 . 3 2 $ 3 0 2 , 6 8 8 . 2 3 $ 3 0 4 , 9 5 2 . 1 2 $ 3 9 2 , 6 5 1 . 8 6 $ 3 2 6 , 3 9 9 . 5 9 1 1 . 8 3 % 2 2 . 9 3 % - 0 . 7 4 % - 2 2 . 3 4 % Co s t P e r G a l l o n C o m p a r i s o n D i f f e r e n c e DifferenceDifferencer F Y 2 0 1 2 2 0 1 1 2 0 1 0 2 0 0 9 2 0 0 8 2 0 0 7 2 0 1 2 v s 1 1 2 0 1 1 v s 1 0 2 0 1 0 v s 0 9 0 9 v s 0 8 v J u l y $ 3 . 7 2 $ 2 . 8 2 $ 2 . 4 1 $ 4 . 3 9 $ 2 . 8 3 $ 2 . 2 7 3 1 . 9 3 % 1 4 . 5 1 % - 4 4 . 9 7 % 5 4 . 9 1 % A u g u s t $ 3 . 7 1 $ 2 . 8 8 $ 2 . 5 7 $ 3 . 9 1 $ 2 . 6 7 $ 2 . 7 7 2 8 . 9 4 % 1 0 . 8 1 % - 3 4 . 3 8 % 4 6 . 7 9 % S e p t e m b e r $ 3 . 6 5 $ 2 . 9 6 $ 2 . 5 1 $ 3 . 5 3 $ 2 . 7 3 $ 2 . 6 0 2 3 . 1 7 % 1 5 . 3 3 % - 2 8 . 9 9 % 2 9 . 5 7 % O c t o b e r $ 3 . 6 8 $ 3 . 1 2 $ 2 . 5 7 $ 3 . 0 2 $ 3 . 0 1 $ 2 . 3 4 1 7 . 7 7 % 1 7 . 6 5 % - 1 4 . 8 5 % 0 . 4 7 % N o v e m b e r $ 3 . 7 4 $ 3 . 2 1 $ 2 . 6 3 $ 2 . 2 6 $ 3 . 2 7 $ 2 . 4 0 1 6 . 4 1 % 1 8 . 2 2 % 1 6 . 1 9 % - 3 0 . 7 8 % D e c e m b e r $ 3 . 5 0 $ 3 . 2 0 $ 2 . 5 8 $ 1 . 8 6 $ 3 . 7 7 $ 2 . 5 2 9 . 2 8 % 1 9 . 4 0 % 3 8 . 8 2 % - 5 0 . 6 1 % J a n u a r y $ 3 . 6 2 $ 3 . 2 0 $ 2 . 7 0 $ 1 . 9 2 $ 3 . 0 5 $ 2 . 4 0 1 3 . 2 2 % 1 5 . 5 0 % 4 1 . 0 1 % - 3 7 . 0 5 % F e b r u a r y $ 3 . 8 2 $ 3 . 4 3 $ 2 . 6 9 $ 1 . 9 0 $ 3 . 0 4 $ 2 . 5 8 1 1 . 5 6 % 2 1 . 5 2 % 4 1 . 8 4 % - 3 7 . 5 7 % M a r c h $ 4 . 0 0 $ 3 . 8 6 $ 2 . 9 0 $ 1 . 7 8 $ 3 . 3 8 $ 2 . 5 5 3 . 4 7 % 2 4 . 9 8 % 6 2 . 6 0 % - 4 7 . 2 6 % A p r i l $ 3 . 8 9 $ 4 . 0 5 $ 2 . 8 8 $ 1 . 8 7 $ 3 . 5 2 $ 2 . 6 0 - 3 . 7 5 % 2 8 . 7 8 % 5 4 . 0 9 % - 4 6 . 9 3 % M a y $ 3 . 7 5 $ 3 . 8 7 $ 2 . 8 2 $ 1 . 9 3 $ 4 . 0 4 $ 2 . 6 5 - 3 . 1 6 % 2 7 . 1 9 % 4 5 . 8 1 % - 5 2 . 1 5 % J u n e $ 3 . 2 5 $ 3 . 7 2 $ 2 . 7 8 $ 2 . 2 1 $ 4 . 2 2 $ 2 . 7 3 - 1 2 . 7 7 % 2 5 . 2 6 % 2 5 . 8 0 % - 4 7 . 5 9 % $ 3 . 7 0 $ 3 . 3 9 $ 2 . 6 8 $ 2 . 5 5 $ 3 . 3 0 $ 2 . 5 4 9 . 3 2 % 2 0 . 9 7 % 5 . 1 3 % - 2 2 . 9 1 % CO S T / G A L a l l f u e l s 33 MT C A G E N D A I T E M - D 2 A T T A C H M E N T “ A ” - JU L Y 1 1 , 2 0 1 2 R E G U L A R M E E T I N G G: \ T r a n s p o r t a t i o n - D a t a \ _ U n s o r t e d S t u f f \ T r a n s p o r t a t i o n \ T r a n s po r t a t i o n C o m m i t t e e s \ M T C C o m m i t t e e \ FY 2 0 1 3 \ J U L Y 1 1 - 2 0 1 2 \ 5 - D 2 - A T T A C H M EN T A - M T C P E R F O R M A N C E R E P O R T S J U L Y 9 - - 2 0 1 2 . d o c x 4 To t a l G a l l o n s u s e d a l l F u e l s T O T A L G A L L O N S U S E D A L L F U E L S F Y 2 0 1 2 2 0 1 1 2 0 1 0 2 0 0 9 2 0 0 8 2 0 0 7 2 0 1 2 v s 1 1 2 0 1 1 v s 1 0 2 0 1 0 v s 0 9 0 9 v s 0 8 J u l y 8 , 8 4 9 . 0 0 8 , 1 6 0 . 3 0 8 , 5 3 3 . 0 0 9 , 3 2 9 . 6 0 9 , 6 8 9 . 5 0 9 , 6 0 9 . 1 0 8 . 4 4 % - 4 . 5 7 % - 8 . 5 4 % - 3 . 7 1 % Au g u s t 9 , 3 0 6 . 1 0 8 , 6 3 6 . 5 0 8 , 4 4 5 . 2 0 9 , 3 1 8 . 0 0 5 , 8 3 2 . 1 0 1 4 , 2 6 5 . 1 0 7 . 7 5 % 2 . 2 2 % - 9 . 3 7 % 5 9 . 7 7 % S e p t e m b e r 1 0 , 5 4 5 . 1 0 1 0 , 2 9 2 . 5 0 9 , 5 0 6 . 1 0 1 0 , 5 9 3 . 2 0 1 3 , 0 7 8 . 2 0 1 1 , 6 6 8 . 1 0 2 . 4 5 % 7 . 6 4 % - 1 0 . 2 6 % - 1 9 . 0 0 % O c t o b e r 1 0 , 8 3 7 . 3 0 1 0 , 6 4 7 . 0 0 1 0 , 2 9 0 . 7 0 1 1 , 7 1 5 . 4 0 1 1 , 4 1 2 . 1 0 1 3 , 4 8 8 . 7 0 1 . 7 9 % 3 . 3 5 % - 1 2 . 1 6 % 2 . 6 6 % N o v e m b e r 9 , 8 2 1 . 3 0 1 0 , 1 3 1 . 6 0 9 , 2 9 4 . 9 0 9 , 9 5 4 . 8 0 7 , 6 0 7 . 8 0 8 , 9 7 1 . 7 0 - 3 . 0 6 % 8 . 2 6 % - 6 . 6 3 % 3 0 . 8 5 % D e c e m b e r 8 , 0 5 4 . 0 0 6 , 4 6 4 . 8 0 8 , 3 3 8 . 2 0 8 , 1 8 4 . 4 0 8 , 9 4 9 . 0 0 1 0 , 3 1 5 . 3 0 2 4 . 5 8 % - 2 8 . 9 8 % 1 . 8 8 % - 8 . 5 4 % J a n u a r y 1 0 , 6 2 9 . 0 0 1 0 , 0 6 7 . 0 0 9 , 7 6 0 . 1 0 1 0 , 7 5 6 . 3 0 1 0 , 0 7 8 . 1 0 7 , 6 9 3 . 2 0 5 . 5 8 % 3 . 0 5 % - 9 . 2 6 % 6 . 7 3 % F e b r u a r y 9 , 5 9 5 . 3 0 9 , 5 4 2 . 3 0 9 , 2 8 2 . 8 0 9 , 5 1 2 . 9 0 9 , 3 7 5 . 6 0 9 , 6 5 6 . 0 0 0 . 5 6 % 2 . 7 2 % - 2 . 4 2 % 1 . 4 6 % M a r c h 1 0 , 1 0 7 . 8 0 1 0 , 7 5 9 . 0 0 1 0 , 3 8 5 . 9 0 1 0 , 3 6 9 . 5 0 1 0 , 2 1 4 . 2 0 1 0 , 7 4 3 . 6 0 - 6 . 0 5 % 3 . 4 7 % 0 . 1 6 % 1 . 5 2 % A p r i l 1 0 , 7 6 2 . 0 0 1 0 , 5 4 0 . 9 0 1 0 , 0 8 6 . 7 0 1 0 , 5 6 1 . 8 0 1 1 , 8 5 3 . 5 0 1 0 , 9 4 6 . 0 0 2 . 1 0 % 4 . 3 1 % - 4 . 5 0 % - 1 0 . 9 0 % M a y 1 1 , 2 4 8 . 9 0 1 1 , 0 2 2 . 5 0 9 , 7 1 9 . 3 0 1 0 , 4 5 2 . 3 0 1 1 , 0 3 4 . 7 0 1 2 , 0 6 0 . 0 0 2 . 0 5 % 1 1 . 8 2 % - 7 . 0 1 % - 5 . 2 8 % J u n e 8 , 8 4 1 . 9 0 9 , 6 7 1 . 2 0 9 , 4 1 8 . 2 0 8 , 9 9 9 . 7 0 9 , 7 3 1 . 9 0 8 , 9 4 3 . 5 0 - 8 . 5 7 % 2 . 6 2 % 4 . 6 5 % - 7 . 5 2 % 1 1 8 , 5 9 8 1 1 5 , 9 3 6 1 1 3 , 0 6 1 1 1 9 , 7 4 8 1 1 8 , 8 5 7 1 2 8 , 3 6 0 2 . 3 0 % 2 . 4 8 % - 5 . 5 8 % 0 . 7 5 % 34 MT C A G E N D A I T E M - D 2 A T T A C H M E N T “ A ” - JU L Y 1 1 , 2 0 1 2 R E G U L A R M E E T I N G G: \ T r a n s p o r t a t i o n - D a t a \ _ U n s o r t e d S t u f f \ T r a n s p o r t a t i o n \ T r a n s po r t a t i o n C o m m i t t e e s \ M T C C o m m i t t e e \ FY 2 0 1 3 \ J U L Y 1 1 - 2 0 1 2 \ 5 - D 2 - A T T A C H M EN T A - M T C P E R F O R M A N C E R E P O R T S J U L Y 9 - - 2 0 1 2 . d o c x 5 -1 0 , 0 0 0 15 , 0 0 0 40 , 0 0 0 65 , 0 0 0 90 , 0 0 0 11 5 , 0 0 0 14 0 , 0 0 0 Ju l y A u g u s t S e p t e m b e r O c t o b e r N o v e m b e r D e c e m b e r J a n u a r y F e b r u a r y M a r c h A p r i l M a y J u n e Riders Mo n t h SL O T r a n s i t R i d e r s h i p b y F i s c a l Y e a r 2009-2010 2010-2011 2011-2012 35 MT C A G E N D A I T E M - D 2 A T T A C H M E N T “ A ” - JU L Y 1 1 , 2 0 1 2 R E G U L A R M E E T I N G G: \ T r a n s p o r t a t i o n - D a t a \ _ U n s o r t e d S t u f f \ T r a n s p o r t a t i o n \ T r a n s po r t a t i o n C o m m i t t e e s \ M T C C o m m i t t e e \ FY 2 0 1 3 \ J U L Y 1 1 - 2 0 1 2 \ 5 - D 2 - A T T A C H M EN T A - M T C P E R F O R M A N C E R E P O R T S J U L Y 9 - - 2 0 1 2 . d o c x 6 20 1 1 - 1 2 S L O T r a n s i t C o m p l a i n t l o g B r e a k d o w n JU L Y 1 - 2 0 1 1 - J U N E 3 0 - 2 0 1 2 F Y 2 0 1 1 - 1 2 DE S C R I P T I O N N U M B E R DR I V E R A T T I T U D E / C O N D U C T 11 DR I V E R M I S U N D E R S T A N D I N G 3 EA R L Y D E P A R T U R E 1 LA T E A R R I V A L 1 FA R E P R O B L E M 1 MI S S E D S T O P 2 MI S S E D T R A N S F E R 1 NO T K N E E L I N G 2 PA S S E N G E R B Y P A S S E D 7 PA S S E N G E R R E F U S E D S E R V I C E 2 RE C K L E S S D R I V I N G 8 SP E E D I N G 9 MI S C 1 TO T A L 4 9 TO T A L P A S S E N G E R S 1 , 1 1 8 , 5 6 1 RA T I O 2 2 , 8 2 8 36 05 / 0 1 / 1 1 05 / 3 1 / 1 1 0 5 / 3 1 / 1 2 07 / 0 1 / 1 1 07 / 0 1 / 1 0 05 / 0 1 / 1 2 05 / 3 1 / 1 1 05 / 3 1 / 1 2 Cu r r e n t Pe r c e n t C h a n g e Fi s c a l Y e a r Pe r c e n t C h a n g e To To To To Ta b l e A : R i d e r s h i p T r e nd s b y F a r e C o m p o n e n t Cu r r e n t P e r i o d Fi s c a l Y e a r Ge n e r a l F a r e 35 , 3 0 5 3 8 , 6 1 7 3 7 1 , 2 4 1 3 9 2 , 3 1 0 9. 3 8 % 5 . 6 8 % Ca l P o l y T o t a l 74 , 5 2 9 8 0 , 2 4 6 6 1 3 , 3 1 0 6 6 7 , 4 2 6 7. 6 7 % 8 . 8 2 % RE V E N U E 1 R i d e P a s s 16 . 8 7 % 7. 4 1 % 83 97 1, 2 5 5 1, 3 4 8 1- D a y R e g P a s s 28 . 2 3 % 20 . 2 0 % 54 2 69 5 5, 9 1 6 7, 1 1 1 3- D a y R e g P a s s 13 3 . 7 6 % 50 . 8 5 % 15 7 36 7 2, 1 7 3 3, 2 7 8 5- D a y R e g P a s s 32 . 4 1 % 98 . 6 0 % 10 8 14 3 1, 0 0 0 1, 9 8 6 7- D a y R e g P a s s 19 . 5 1 % -7 . 4 4 % 12 3 14 7 1, 1 8 3 1, 0 9 5 31 D a y R e g P a s s -1 . 7 3 % -2 0 . 2 7 % 1, 7 8 8 1, 7 5 7 20 , 0 2 3 15 , 9 6 4 31 - D a y S t u d e n t P a 5. 5 5 % -1 . 0 6 % 1, 3 6 9 1, 4 4 5 12 , 1 2 5 11 , 9 9 6 Am t r a k -1 0 0 . 0 0 % 6. 4 5 % 7 0 31 33 Ca l P o l y 7. 6 0 % 9. 1 1 % 74 , 1 7 9 79 , 8 1 4 60 9 , 3 1 9 66 4 , 8 0 2 CP I n v a l i d C a r d 23 . 4 3 % -3 4 . 2 5 % 35 0 43 2 3, 9 9 1 2, 6 2 4 DA P P a s s 48 . 0 8 % -0 . 4 5 % 1, 0 1 5 1, 5 0 3 12 , 5 3 0 12 , 4 7 4 Pa s s O v e r r i d e -1 1 . 3 8 % -7 . 7 1 % 33 4 29 6 3, 1 1 4 2, 8 7 4 Pu n c h R e g P a s s 1. 3 7 % 15 0 . 0 0 % 73 74 24 2 60 5 Pu n c h S D P a s s -3 . 7 0 % 45 4 . 6 4 % 27 26 97 53 8 Re g D a y P a s s 43 . 0 1 % 28 . 5 6 % 1, 3 3 0 1, 9 0 2 13 , 9 5 3 17 , 9 3 8 Re g i o n a l P a s s 31 . 2 5 % 16 . 0 9 % 4, 8 6 1 6, 3 8 0 49 , 5 4 4 57 , 5 1 8 Re g u l a r C a s h -2 . 3 6 % -0 . 3 8 % 8, 6 1 0 8, 4 0 7 89 , 1 9 9 88 , 8 5 8 SR / D I S C a s h 8. 0 5 % 15 . 9 3 % 2, 5 3 4 2, 7 3 8 24 , 0 4 1 27 , 8 7 0 SR / D I S P a s s 5. 4 3 % 0. 6 7 % 7, 7 7 7 8, 1 9 9 79 , 3 4 7 79 , 8 7 7 Pr a d o T o k e n 14 . 4 2 % 1. 1 3 % 65 9 75 4 7, 4 6 6 7, 5 5 0 NO N - R E V E N U E Fr e e R i d e E v e n t -1 4 . 2 9 % 45 9 . 3 6 % 7 6 1, 9 2 9 10 , 7 9 0 Fr e e R i d e r s -7 . 5 1 % -2 0 . 8 8 % 1, 2 3 8 1, 1 4 5 14 , 7 8 5 11 , 6 9 8 Fr e e T o k e n -5 7 . 6 9 % -8 . 5 7 % 26 11 14 0 12 8 Ne w c o m e r 63 . 6 4 % 17 . 0 4 % 22 36 22 3 26 1 Pr o m o P a s s -9 3 . 4 8 % -4 1 . 0 5 % 92 6 22 9 13 5 Tr a n s f e r s 0. 6 0 % -0 . 6 5 % 1, 6 6 7 1, 6 7 7 18 , 2 5 6 18 , 1 3 7 VI P -4 . 2 8 % 6. 6 9 % 84 2 80 6 7, 9 8 5 8, 5 1 9 Yo u t h -1 0 0 . 0 0 % -1 6 . 3 0 % 14 0 4, 4 5 5 3, 7 2 9 TO T A L 8. 2 2 % 7. 6 4 % 10 9 , 8 3 4 11 8 , 8 6 3 98 4 , 5 5 1 1 , 0 5 9 , 7 3 6 37 05 / 0 1 / 1 1 05 / 3 1 / 1 1 05 / 3 1 / 1 2 07 / 0 1 / 1 1 07 / 0 1 / 1 0 05 / 0 1 / 1 2 05 / 3 1 / 1 1 05 / 3 1 / 1 2 Cu r r e n t Pe r c e n t C h a n g e Fi s c a l Y e a r Pe r c e n t C h a n g e To To To To Ta b l e B : R e v e n u e H o u r s a n d R e v e n u e M i l e s Cu r r e n t P e r i o d Fi s c a l Y e a r 8. 2 2 % 7. 6 4 % Pa s s e n g e r s 10 9 , 8 3 4 . 0 0 11 8 , 8 6 3 . 0 0 98 4 , 5 5 1 . 0 0 1, 0 5 9 , 7 3 6 . 0 0 9. 6 1 % 7. 8 5 % We e k d a y 10 0 , 0 5 5 . 0 0 10 9 , 6 7 0 . 0 0 88 8 , 1 5 8 . 0 0 95 7 , 8 8 4 . 0 0 6. 1 9 % 9. 0 2 % Sa t u r d a y 4, 9 7 5 . 0 0 5, 2 8 3 . 0 0 53 , 1 4 3 . 0 0 57 , 9 3 7 . 0 0 -1 8 . 6 1 % 1. 5 4 % Su n d a y 4, 8 0 4 . 0 0 3, 9 1 0 . 0 0 43 , 2 5 0 . 0 0 43 , 9 1 5 . 0 0 -1 . 0 6 % -0 . 9 7 % Re v e n u e H o u r s 3, 0 3 5 . 2 2 3, 0 0 2 . 9 0 30 , 7 6 6 . 1 4 30 , 4 6 8 . 8 6 1. 6 6 % -0 . 6 0 % We e k d a y 2, 5 9 9 . 8 2 2, 6 4 2 . 8 6 26 , 2 0 6 . 3 8 26 , 0 4 8 . 2 8 4. 4 4 % 4. 8 5 % Sa t u r d a y 19 8 . 8 8 20 7 . 7 2 2, 2 7 3 . 4 0 2, 3 8 3 . 6 8 -3 5 . 6 0 % -1 0 . 9 1 % Su n d a y 23 6 . 5 2 15 2 . 3 2 2, 2 8 6 . 3 6 2, 0 3 6 . 9 0 9. 3 9 % 8. 6 9 % Pa s s e n g e r s p e r R e v e n u e H o u r s 36 . 1 9 39 . 5 8 32 . 0 0 34 . 7 8 1. 1 1 % -0 . 6 4 % Re v e n u e M i l e s 35 , 4 0 2 . 0 0 35 , 7 9 4 . 0 0 36 5 , 7 0 5 . 0 0 36 3 , 3 8 1 . 0 0 2. 8 0 % 0. 3 5 % We e k d a y 30 , 5 8 7 . 0 0 31 , 4 4 4 . 0 0 30 9 , 5 1 4 . 0 0 31 0 , 6 0 8 . 0 0 29 . 3 6 % 0. 8 0 % Sa t u r d a y 1, 8 7 3 . 0 0 2, 4 2 3 . 0 0 27 , 1 4 9 . 0 0 27 , 3 6 6 . 0 0 -3 4 . 5 0 % -1 2 . 5 2 % Su n d a y 2, 9 4 2 . 0 0 1, 9 2 7 . 0 0 29 , 0 4 2 . 0 0 25 , 4 0 7 . 0 0 7. 0 4 % 8. 3 2 % Pa s s e n g e r s p e r R e v e n u e M i l e s 3. 1 0 3. 3 2 2. 6 9 2. 9 2 38 06 / 0 1 / 1 1 06 / 3 0 / 1 1 0 6 / 3 0 / 1 2 07 / 0 1 / 1 1 07 / 0 1 / 1 0 06 / 0 1 / 1 2 06 / 3 0 / 1 1 06 / 3 0 / 1 2 Cu r r e n t Pe r c e n t C h a n g e Fi s c a l Y e a r Pe r c e n t C h a n g e To To To To Ta b l e A : R i d e r s h i p T r e nd s b y F a r e C o m p o n e n t Cu r r e n t P e r i o d Fi s c a l Y e a r Ge n e r a l F a r e 33 , 9 9 9 3 6 , 4 6 5 4 0 5 , 2 4 0 4 2 8 , 7 7 7 7. 2 5 % 5 . 8 1 % Ca l P o l y T o t a l 26 , 8 1 9 2 2 , 3 5 8 6 4 0 , 1 2 9 6 8 9 , 7 8 4 -1 6 . 6 3 % 7 . 7 6 % RE V E N U E 1 R i d e P a s s -4 6 . 7 1 % 1. 5 6 % 15 2 81 1, 4 0 7 1, 4 2 9 1- D a y R e g P a s s 95 . 8 7 % 24 . 5 7 % 36 3 71 1 6, 2 7 9 7, 8 2 2 3- D a y R e g P a s s 22 . 6 9 % 48 . 3 0 % 21 6 26 5 2, 3 8 9 3, 5 4 3 5- D a y R e g P a s s 53 . 1 0 % 93 . 9 8 % 11 3 17 3 1, 1 1 3 2, 1 5 9 7- D a y R e g P a s s 11 1 . 6 3 % -3 . 2 6 % 43 91 1, 2 2 6 1, 1 8 6 31 D a y R e g P a s s 13 . 5 5 % -1 7 . 9 9 % 1, 4 4 6 1, 6 4 2 21 , 4 6 9 17 , 6 0 6 31 - D a y S t u d e n t P a -1 5 . 9 1 % -1 . 7 3 % 57 2 48 1 12 , 6 9 7 12 , 4 7 7 Am t r a k -8 3 . 3 3 % -8 . 1 1 % 6 1 37 34 Ca l P o l y -1 6 . 4 2 % 8. 0 4 % 26 , 6 2 8 22 , 2 5 5 63 5 , 9 4 7 68 7 , 0 5 7 CP I n v a l i d C a r d -4 6 . 0 7 % -3 4 . 7 9 % 19 1 10 3 4, 1 8 2 2, 7 2 7 DA P P a s s 25 . 9 2 % 1. 4 2 % 95 3 1, 2 0 0 13 , 4 8 3 13 , 6 7 4 Pa s s O v e r r i d e -3 3 . 9 9 % -1 0 . 0 4 % 30 3 20 0 3, 4 1 7 3, 0 7 4 Pu n c h R e g P a s s -9 . 8 4 % 11 7 . 8 2 % 61 55 30 3 66 0 Pu n c h S D P a s s 95 . 4 5 % 38 8 . 2 4 % 22 43 11 9 58 1 Re g D a y P a s s 38 . 5 4 % 29 . 4 6 % 1, 3 8 3 1, 9 1 6 15 , 3 3 6 19 , 8 5 4 Re g i o n a l P a s s 14 . 3 8 % 15 . 9 5 % 4, 4 0 3 5, 0 3 6 53 , 9 4 7 62 , 5 5 4 Re g u l a r C a s h -1 6 . 5 4 % -1 . 8 2 % 8, 7 2 8 7, 2 8 4 97 , 9 2 7 96 , 1 4 2 SR / D I S C a s h 17 . 6 2 % 16 . 0 7 % 2, 2 8 2 2, 6 8 4 26 , 3 2 3 30 , 5 5 4 SR / D I S P a s s -1 . 1 0 % 0. 5 2 % 7, 2 5 3 7, 1 7 3 86 , 6 0 0 87 , 0 5 0 Pr a d o T o k e n 3. 8 2 % 1. 3 5 % 68 1 70 7 8, 1 4 7 8, 2 5 7 NO N - R E V E N U E Fr e e R i d e E v e n t -6 0 . 0 0 % 45 8 . 0 1 % 5 2 1, 9 3 4 10 , 7 9 2 Fr e e R i d e r s -1 5 . 8 2 % -2 0 . 4 6 % 1, 3 2 1 1, 1 1 2 16 , 1 0 6 12 , 8 1 0 Fr e e T o k e n -6 9 . 7 0 % -2 0 . 2 3 % 33 10 17 3 13 8 Ne w c o m e r 18 9 . 2 9 % 36 . 2 5 % 28 81 25 1 34 2 Pr o m o P a s s 33 . 3 3 % -3 7 . 3 4 % 12 16 24 1 15 1 Tr a n s f e r s -1 2 . 6 7 % -1 . 7 0 % 1, 7 5 2 1, 5 3 0 20 , 0 0 8 19 , 6 6 7 VI P -1 2 . 8 2 % 4. 7 2 % 89 7 78 2 8, 8 8 2 9, 3 0 1 Yo u t h 22 8 . 4 2 % 27 . 5 3 % 97 1 3, 1 8 9 5, 4 2 6 6, 9 2 0 TO T A L -3 . 2 8 % 7. 0 0 % 60 , 8 1 8 58 , 8 2 3 1, 0 4 5 , 3 6 9 1 , 1 1 8 , 5 6 1 39 06 / 0 1 / 1 1 06 / 3 0 / 1 1 06 / 3 0 / 1 2 07 / 0 1 / 1 1 07 / 0 1 / 1 0 06 / 0 1 / 1 2 06 / 3 0 / 1 1 06 / 3 0 / 1 2 Cu r r e n t Pe r c e n t C h a n g e Fi s c a l Y e a r Pe r c e n t C h a n g e To To To To Ta b l e B : R e v e n u e H o u r s a n d R e v e n u e M i l e s Cu r r e n t P e r i o d Fi s c a l Y e a r -3 . 2 8 % 7. 0 0 % Pa s s e n g e r s 60 , 8 1 8 . 0 0 58 , 8 2 3 . 0 0 1, 0 4 5 , 3 6 9 . 0 0 1, 1 1 8 , 5 6 1 . 0 0 -6 . 4 6 % 7. 0 2 % We e k d a y 54 , 7 4 9 . 0 0 51 , 2 1 4 . 0 0 94 2 , 9 0 7 . 0 0 1, 0 0 9 , 0 9 9 . 0 0 31 . 8 6 % 10 . 4 7 % Sa t u r d a y 3, 6 1 3 . 0 0 4, 7 6 4 . 0 0 56 , 7 5 6 . 0 0 62 , 7 0 1 . 0 0 15 . 8 4 % 2. 3 1 % Su n d a y 2, 4 5 6 . 0 0 2, 8 4 5 . 0 0 45 , 7 0 6 . 0 0 46 , 7 6 1 . 0 0 -6 . 5 4 % -1 . 4 2 % Re v e n u e H o u r s 2, 7 1 4 . 6 0 2, 5 3 6 . 9 6 33 , 4 8 0 . 7 4 33 , 0 0 5 . 8 2 -8 . 4 9 % -1 . 2 4 % We e k d a y 2, 3 2 2 . 0 4 2, 1 2 4 . 9 9 28 , 5 2 8 . 4 2 28 , 1 7 3 . 2 7 10 . 5 5 % 5. 3 8 % Sa t u r d a y 23 4 . 8 8 25 9 . 6 5 2, 5 0 8 . 2 8 2, 6 4 3 . 3 3 -3 . 4 0 % -1 0 . 4 3 % Su n d a y 15 7 . 6 8 15 2 . 3 2 2, 4 4 4 . 0 4 2, 1 8 9 . 2 2 3. 4 9 % 8. 5 4 % Pa s s e n g e r s p e r R e v e n u e H o u r s 22 . 4 0 23 . 1 9 31 . 2 2 33 . 8 9 -4 . 8 9 % -0 . 9 8 % Re v e n u e M i l e s 32 , 1 2 2 . 0 0 30 , 5 5 0 . 0 0 39 7 , 8 2 7 . 0 0 39 3 , 9 3 1 . 0 0 -6 . 4 6 % -0 . 2 0 % We e k d a y 27 , 5 8 7 . 0 0 25 , 8 0 4 . 0 0 33 7 , 1 0 1 . 0 0 33 6 , 4 1 2 . 0 0 7. 9 6 % 1. 4 3 % Sa t u r d a y 2, 5 9 9 . 0 0 2, 8 0 6 . 0 0 29 , 7 4 8 . 0 0 30 , 1 7 2 . 0 0 0. 2 1 % -1 1 . 7 2 % Su n d a y 1, 9 3 6 . 0 0 1, 9 4 0 . 0 0 30 , 9 7 8 . 0 0 27 , 3 4 7 . 0 0 1. 7 0 % 8. 0 6 % Pa s s e n g e r s p e r R e v e n u e M i l e s 1. 8 9 1. 9 3 2. 6 3 2. 8 4 40 FROM: Jay D. Walter, Director of Public Works Prepared By: Timothy Scott Bochum, Deputy Director of Public Works John Webster, Sr., Transit Manager SUBJECT: TRANSIT ENTERPRISE FUND REVIEW 2012 RECOMMENDATIONS 1. Review and accept the 2011-12 Transit Enterprise Fund analysis. 2. Conceptually approve the 2012-13 FY Transit Enterprise Fund budget, with final action on June 19, 2012. DISCUSSION This report summarizes the status of the Transit Enterprise Fund and key issues that may affect the health of the fund during the second year of the two year Financial Plan. Funding for transit services continues to be tight, with no funding available for new initiatives or major capital expenditures. Overall, it is forecast that the Transit Fund will end 2011-12 with a modest year-end working capital amount to assist with operations and minor capital expenditure project needs. As of this writing, the Federal Government has yet to adopt the final twenty-five percent of transit appropriations for the 2011-12 fiscal year. Indications are that the final transit apportionments will remain at current levels but due to the current budget stalemate in Washington, the final 25% apportionment could be delayed until the end of the Federal fiscal year on September 30, 2012. SLO Transit has already submitted a grant application for the 75% apportionment of transit funding and anticipates payment of this portion by August 2012. However, should the final 25% apportionments be lower than projected, Transit Fund reserves will be needed to support the deficit for the immediate shortfall. Should a reduction in the final 25% apportionment be significant, staff will return to Council with a proposal for reducing service levels and/or deferment of capital projects. Transit Accomplishments in 2011-12 Although the Transit Fund Review primarily reports on financial and budgetary information, it is important to reflect on the accomplishments that have occurred during the past fiscal year. Council approval of the Transit Fund budget allows SLO Transit to provide continued services and support. The following is a list of highlights that SLO Transit has been able to accomplish in the 2011-12 fiscal year. 1. Ridership SLO Transit ridership is up 7.75% for a total of 940,923 passengers through April 30, 2012. It is projected that SLO Transit total ridership for 2011-12 will exceed 1.1 million riders. Meeting Date Item Number June 12, 2012 B2-141 Transit Enterprise Fund Review 2012 Page 2 2. Mobility Training - New Freedoms Grant The Ridership Development Consultant has held at least 14 information, outreach and training sessions for senior and disabled rider education. Program marketing and informational materials are available at over a dozen locations throughout the City. SLO Transit has experienced a year-to-date increase in ridership of 15% (13,568 riders) in this segment as compared to the same period in 2009-10 before the start of this grant funded program. 3. Ad Hoc Marketing Committee On March 9, 2011, the Mass Transportation Committee (MTC) approved the SLO Transit marketing plan report. The SLO Transit Marketing Plan had been deferred until funding sources could be identified. The SLO Transit Marketing Ad Hoc committee met with Cal Poly faculty and students in attempt to seek marketing assistance from the University. On March 14, 2012, the MTC members reviewed five Cal Poly class marketing plan presentations and recommended the Ad Hoc Marketing Committee to continue working with Cal Poly to develop products to assist with transit system marketing in the 2012-13 fiscal year. 4. Excellence in Government Award SLO Transit serves our City of 44,000 permanent residents and 18,000 temporary student residents, many of whom rely on the transit system as their primary mode of transportation. The Deputy Director of Public Works was recognized by the Municipal Manager’s Association of Southern California with an Excellence in Government Award for his work in enhancing the SLO Transit system, optimizing routes used to serve the university and maintaining on-time performance of the buses. SLO Transit continues to forge strong partnerships with Cal Poly, San Luis Obispo Regional Transit Authority (SLORTA) and the San Luis Obispo Council of Governments (SLOCOG) to ensure that transit services remains a high priority, even during difficult budget times. 5. Completion of Foothill/Tassajara corner Modification This capital improvement project widened the corner of Foothill/Tassajara to allow buses to again use this intersection and remove the buses from Ramona. This project was completed in May 2012. Transit Revenues State Funding State Budget Impacts Overall, the Governor's proposed State budget does not make any significant changes to funding for transportation or public transit. However, it is not known what final funding changes would occur if the proposed tax increases are not approved by voters in the November election. Any further reduction of funding to the City, Cal Poly or SLORTA could have a significant impact on service levels for 2012-13 and beyond. SLO Regional Transit Authority SLO Transit shares State and Federal funding for transit services with SLORTA. This Agreement funds SLORTA "off the top" each year from the City's share of State Transportation Development B2-242 Transit Enterprise Fund Review 2012 Page 3 Act (TDA) funding. The recently adopted 2012-13 SLORTA budget increased the City's contribution to SLORTA, thereby decreasing SLO Transit's allotment of State revenue available by approximately $145,500 in 2012-13. Representatives from SLORTA, SLOCOG and SLO Transit continue to work on options for funding that maximize transit service provisions for each agency. State Transportation Development Act The State Transportation Development Act (TDA) provides two sources of funding for transportation programs. The first, Local Transportation Fund (LTF), is derived from ¼ cent collected in retail sales taxes. The second, State Transit Assistance (STA), is derived from the statewide sales tax on diesel fuel. Both of these funds are distributed to the regions by the State. The regional agency, SLOCOG, then allocates this amount to each of the seven cities, the County, SLOCOG, and the Consolidated Transportation Services Agency for the San Luis Obispo region. LTF funds are apportioned according to population for public transit, street/road improvements and bikeway/pedestrian facilities. STA funds are used for public transit purposes. The State budget has yet to be approved and therefore the State Controller projected STA funding allocation remains preliminary at this time but represents an increase of approximately $48,000 over 2011-12 FY. Local Transportation Fund The County Auditor LTF projections are higher than originally estimated with an 11% increase in 2012-13 largely attributed to a one-time carryover of funding, which is not anticipated in future years. With a proposed fund reserve, the County Auditor has increased the LTF allocations for jurisdictions. This allocation is a one-time bump in LTF funding and as such will not become the new base for subsequent years. Federal Funding Program of Projects The Transit Fund analysis anticipates the same level of Federal Transportation Assistance (FTA) 5307 funding apportionment for in the 2012-13 fiscal year. This projection provides adequate support for operating assistance and preventive maintenance functions for SLO Transit only. No additional capital projects have been projected as part of the Program of Projects (POP) in the 2012- 13 fiscal year. However, capital projects may be brought forward as part of a revised POP if Federal funding allocations come in higher than projected. Any reduction in Federal operating assistance will need to be offset with potential service reductions or other cost savings measures. Subsidies Cal Poly Subsidy Agreement The City successfully negotiated a five-year Subsidy Agreement with Cal Poly which began on July 1, 2011. The SLO Transit budget projection for 2012-13 includes a 4% increase in Cal Poly subsidy with smaller increases in the following three years. If the State budget significantly affects Cal Poly's ability to fund the Subsidy Agreement, the City and the University have agreed to meet and discuss potential program modifications or service level reductions. Trolley Operations The Friday and Saturday Trolley funding subsidy from the SLO Promotional Coordinating Committee (PCC) will end on June 30, 2012. There are sufficient Transit operating funds to B2-343 Transit Enterprise Fund Review 2012 Page 4 continue this service through the end of October 2012. Ridership on Fridays and Saturdays have dropped significantly (-2,352 riders or 42%) when compared to the same July-April period last year. When trolley services conclude in October, staff will evaluate the trolley ridership data to determine if further service adjustments are warranted and whether to resume Friday and Saturday trolley services again in April 2013. The Thursday trolley service levels continue to see steady ridership trends and will not be affected by the loss of subsidy funding from the PCC. Thursday trolley service remains productive with an overall increase of 5.36% (+499 riders) during the same July- April period last year. SLO Transit Operating Program First Transit Service Contract In June 2006 the City Council approved a three-year service contract with First Transit to provide SLO Transit with Purchased Transportation for operations and maintenance services. In February 2012, Council approved a contract extension through June 30, 2013. Staff is in the process of reviewing transit services to determine if an additional extension agreement will be negotiated with First Transit or if a new Request for Proposals will be circulated for transit operations and maintenance for 2013-14 and beyond. In anticipation of a pending change in contract services, staff has assumed a 3.2% increase in Purchased Transportation operating contract costs for 2013-14. Continued Volatility in Fuel Costs Fuel costs are once again very volatile as experienced in 2008 and 2010 when fuel prices increased significantly to almost $5 per gallon. Although fuel prices were showing stabilization in April, staff projects fuel costs will continue to rise over the next year. Staff has projected fuel costs at $4.32 per gallon with an average of 118,000 gallons of diesel fuel purchased in a fiscal year. Staff projects this budget to be adequate for the 2012-13 fiscal year but outside market influences make this assumption difficult to control. Should fuel prices increase significantly above projections, staff will return to Council with identified service-level reductions or possible use of reserves. Cost Allocation The revised Cost Allocation Plan, approved by Council on May 15, 2012, resulted in a very significant increase to Transit Services indirect charges. This increase of 33% or $118,000 (33%) over previously projected amounts for the 2011-12 fiscal year is significant and effects actual service on the street. The increase is attributed to the change in methodology for how the City calculates direct and indirect charges for Enterprise Funds that receive General Fund program support. The Cost Allocation Plan, which also affects the performance of farebox ratio, is subject to Federal audits that the Transit Services program undergoes on a regular basis. The revised Cost Allocation Plan is currently under review by the FTA and awaiting formal agency approval to be used in FY 2013. Farebox Ratio With the fare increase approved in 2009, SLO Transit’s farebox ratio was projected to stabilize in 2010-11 and beyond. Staff projected the renegotiated Cal Poly Subsidy Agreement would be a key component in meeting the required 20% farebox ratio for the SLO Transit system. In the 2011-12 fiscal year, farebox ratios have fallen slightly below the 20% required farebox ratio with a projected annual average of 19.6%. This will continue through 2013-2014. This decrease in farebox ratios is a direct result of a change in the City’s methodology for calculating direct and indirect charges for Enterprise Funds that receive General Fund program support. B2-444 Transit Enterprise Fund Review 2012 Page 5 As noted above, the revised Cost Allocation Plan resulted in a significant increase to Transit Services indirect charges. If farebox ratios consistently fall below the 20% level, the City could be subject to a State funding penalty and reduced transit funding, if the farebox ration remains below 20%, a fare increase may be necessary so as not to endanger funding levels. Significant Operating Program Change Due to the extended leave of the Deputy Director of Public Works, there is an additional Significant Operating Program Change (SOPC) request for $7,500 in contract services for the 2012-13 fiscal year (Attachment 2). Since the onset of leave for the Deputy Director of Public Works - Transportation, staff has assessed the increasing time constraints with increasing complexities related to the Enterprise Funds, workload balance, and constraints facing supervisors and managers. The Transit Manager has taken a lead role in representing the City at SLOCOG meetings and hearings previously handled by the Deputy Director. This assistance has had an impact on the ability for Transit Services to provide website updates, detour notices, event assistance, bus stop, schedule and route evaluations, and bus pass distribution. The proposed increase to the Transit Program budget for contract services will address ensure the ability of the program to continue to perform and meet its service obligations. Budget Balancing Strategies In order to assist in the overall effort to have a more sustainable budget, the Transit Enterprise Fund continues to look for opportunities to reduce spending and make minor revenue adjustments. Management salary concessions occurred at the beginning of 2012 and have been incorporated into the fund analysis. Based on salary and benefit updates provided by Finance, 6.8% salary and benefits concessions from SLOCEA, and increased City PERS contributions commencing July 1, 2013 are integrated into the fund review. FISCAL IMPACT As shown in the Transit Enterprise Fund Analysis 2011-12 (Attachment 1), staff is projecting the 2012-13 fiscal year to end with a modest year-end working capital. Funding continues to be lean and highly dependent upon Federal and State grants and final budget appropriations. While staff does not project any service-level reductions for SLO Transit at this time, the projected revenue forecasts give very little capacity for funding variations. Due to one-time-only funding increases, as well as other cost savings and a minimal capital improvement program, staff is projecting to finish 2011-12 fiscal year with a small amount of positive cash flow. These projections are dependent upon revenues provided by the State and Federal budgets, which have yet to be approved. Changes in Financial Position is included as part of the 2011-12 Fund Analysis (Attachment 1 - Exhibit A). Overall, revenues are projected to meet or exceed expenditures in 2011-12; leaving a positive year-end balance of $96,500 as we move into next year. Should the final Federal apportionment be significantly reduced from projected, the transit reserve fund will be needed to support this deficit for the immediate shortfall. The revised 2011-12 budget and projected funding for the 2012-13 Financial Plan includes assumptions of revenues in key funding sources that have seen significant reductions by State budget take-aways over the past three years. With the one-time State funding increases for FY 2013, B2-545 Transit Enterprise Fund Review 2012 Page 6 staff projects ending the 2012-13 fiscal year with a small year-end savings of $67,700. Staff is proposing a conservative budget, which minimizes capital projects, defers bus replacements and maintains year-end reserves to address minor shortfalls in revenues. Maintaining year-end working capital reserve funding is prudent for the following three reasons: • Minimizing service-level impacts as a result of State and Federal budget reductions • Minimizing service-level impacts as a result of purchased transportation operations and maintenance contract costs • Weathering volatile fuel prices ALTERNATIVE Modify the Fund Analysis. The City Council could reject the 2011-12 Transit Fund analysis as presented and direct staff to seek additional funding sources, defer capital projects or provide transit operating cost reductions. Staff does not recommend this option as the proposed fiscal forecast provides the best "snapshot" of funding at this time based upon the current information provided by the State and Federal government. Staff will continue to update the fiscal forecast and information on funding sources as received, with an intention to defer capital projects if grant funds are not realized. ATTACHMENTS 1. Transit Enterprise Fund Analysis 2011-12 2. Significant Operating Program Change t:\council agenda reports\2012\2012-06-12\enterprise fund reports (bourbeau-malicoat)\transit enterprise fund review fy 2011-12\car transit fund review draft v1-06-12-2012.docx B2-646 ATTACHMENT 1 Transit Enterprise Fund Transit Enterprise Fund 2012 Fund Analysis June 12, 2012 B2-747 Attachment 1 Page 2 City of San Luis Obispo 2011-13 Transit Fund Analysis Table of Contents I. OVERVIEW ........................................................................................................................... 3 II. 2011-13 FINANCIAL PLAN ................................................................................................. 5 a. Summary of Operating Programs ........................................................................................ 5 b. Capital Improvement Program ............................................................................................. 5 III. ASSUMPTIONS .................................................................................................................. 6 a. General Assumptions ........................................................................................................... 6 c. Operating and Capital Expenditures .................................................................................... 8 d. Ridership and Evening Service .......................................................................................... 10 IV. LOOKING TO THE FUTURE .......................................................................................... 10 a. State, Federal and Regional Budget Impacts ..................................................................... 10 b. Operations and Maintenance Contract ............................................................................... 10 c. Volatile Fuel Prices ............................................................................................................ 10 V. EXHIBIT A – Changes in Financial Position ....................................................................... 12 B2-848 Attachment 1 Page 3 2011-13 Transit Fund Report I. OVERVIEW This report presents the financial position of the Transit Enterprise Fund, based on the 2011-13 Financial Plan operating program budget, projected 2011-12 year-end funding, and recommends operating program and capital project requests to address the identified needs in the Transit Services program. While the State budget proposal does not make any significant changes to project funding for transportation, the ever-turbulent Federal budget situation continues to delay the final Federal Transit Administration (FTA) apportionment for transit-related program funding. As a result, the Transit Enterprise Fund program moves cautiously into the 2012-13 fiscal year and is optimistic that the estimated level of Federal funding will be approved. State transit funding is predicted to increase for this fiscal year as a result of the better than expected sales/gas tax/excise tax revenues and one-time carryover funding, which results in an increase in State revenues of approximately 11% over current year. However, this increase in funding is somewhat offset by an increase in the City’s subsidy to the San Luis Obispo Regional Transit Authority (SLORTA). Federal revenues are expected to be about the same as previous year’s allocation, however; if the final Federal apportionment is significantly reduced from projected, the Transit Enterprise Fund year-end reserves will be needed to support the deficit for the immediate shortfall. Staff has included projections of expenditures in the operating budget that are realistic, but if exceeded, will cause funding hardship. The City successfully negotiated a five-year Subsidy Agreement with Cal Poly which began on July 1, 2011. The SLO Transit budget projections for the 2012-13 fiscal year include a 4% increase in the Cal Poly subsidy. If the State budget significantly affects Cal Poly's ability to fund the Subsidy Agreement, the City and the University will undertake discussions on potential program modifications or service-level reductions. With these factors under consideration, staff is projecting a year free of service reductions but one that is contingent on outside influences ultimately determining if service changes or fare increases may be necessary.. Due to already conservative revenue projections, there is very little room for funding variations should State and Federal funding come in below projections. Until the State budget is approved, SLO Transit will not have final dollar amounts to rely upon. Additionally, 2012-13 fiscal year is anticipated to be a very challenging year based on projected revenue amounts. Staff will be monitoring the budget situation closely, and return later in the year with any changes or reductions that require Council consideration. Capital expenditures will be limited to projects that can be funded from grant revenues, keeping the local match required to a minimum, and preserving as much for operating expenses as possible. If needed, the capital purchases can be deferred, in the short-term, freeing up funds intended to be used as a local match. City of San Luis Obispo B2-949 Attachment 1 Page 4 Due to the need to program almost all available funding resources for support of transit operations, there will not be significant capital funding available in the 2012-13 budget from the conventional funding sources, such as State Transportation Development Act (TDA) and FTA funding. Instead, it is likely that the City will need to continue to rely heavily on one-time only grant sources to deliver needed vehicle replacements and other major capital expenses. These funds are discretionary under the purview of the San Luis Obispo Council of Governments (SLOCOG) and as such, have not been anticipated nor included as part of the budget forecasts. However, staff will continue to seek these grants when available to assist in meeting capital replacement needs. Staff currently forecasts the 2012-13 budget as balanced, with revenues meeting or exceeding expenditures. However, volatile fuel costs, additional costs associated with contract rebidding, increase subsidy to SLORTA and unresolved issues at the State and Federal levels would affect transit funding levels. The 2012-13 fiscal year will be challenging based on projected revenue amounts. Staff will continue to monitor the budget situation closely, and return later in the year with any changes or reductions that need to be considered. Farebox Ratio With the fare increase approved in 2009, SLO Transit’s farebox ratio was projected to stabilize in 2010-11 and beyond. Staff projected the renegotiated Cal Poly Subsidy Agreement would be a key component in meeting the required 20% farebox ratio for the SLO Transit system. There is a definite negative impact from the new cost allocation plan and the main reason it has dropped below the required 20% level The performance of the farebox ratio is the subject of Federal audits that the Transit Services program undergoes on a regular basis and the new cost allocation plan has not been formally accepted by the Federal Transit Administration (FTA) as of this writing. If the cost allocation plan is rejected at the Federal level there is a risk that FTA Section 5307 funds could be withheld or denied. FTA Section 5307 funding is a major source of transit revenue for operations, preventative maintenance and Capital projects. If the farebox ratio falls consistently below the 20% level, then the City will be subject to losing additional State funding. B2-1050 Attachment 1 Page 5 II. 2011-13 FINANCIAL PLAN a. Summary of Operating Programs The 2011-13 revised operating budget projections for the Transit Services Enterprise Fund. Operating cost information for the Transit Services program is provided on page D-86 of the 2011-13 Financial Plan. 2010-112011-122012-132013-14 Actual BudgetBudget Projected Staffing 230,300$ 232,900$ 234,300$ 236,200$ Contract Services 2,237,800$ 2,427,300$ 2,559,200$ 2,622,500$ Other Operating Expenses 156,300$ 98,400$ 62,200$ 62,200$ Minor Capital -$ -$ -$ -$ Operating Budget 2,624,400$ 2,758,600$ 2,855,700$ 2,920,900$ General Government 357,200$ 476,500$ 416,500$ 416,500$ Total Transit Operating 2,981,600$ 3,235,100$ 3,272,200$ 3,337,400$ Transit Enterprise Fund The Fund Analysis includes a reduction in staffing expenditures as a result of employee concessions and increase in contract costs for purchased transportation services, fuel and one-time contract services support during an interim leave of the Deputy Director of Public Works. A significant increase to SLO Transit’s operating expenditures is accounted for by a recent change in methodology for calculating direct and indirect charges as part of the City’s Cost Allocation Plan. b. Capital Improvement Program The table below shows the 2011-13 revised Capital Improvement Program and assumptions for capital projects. Both years of the Financial Plan are light in capital expenditures due to the need to program almost all transit funding for operations and maintenance. Fortunately, the City has been very successful in acquiring outside grant funding to assist in capital projects, including vehicle replacements, in 2010-11 fiscal year as shown in table below. There are no bus replacement capital projects scheduled in the 2012-13 fiscal year and one service truck replacement projected for 2013-14. The City will need to rely heavily on grants in the next two fiscal years to augment the proposed Transit capital program of projects. B2-1151 Attachment 1 Page 6 91006 FOXPRO REPLACE $ 23,000 -$ -$ -$ 91022 LASERFICHE $ 2,400 -$ -$ -$ 90918 DOUBLE-DECK REPLACEMENT 850,000$ -$ -$ -$ 90921 ELECTRONIC FAREBOX UPGRADE 3,400$ -$ -$ -$ 90920 AVL PASSENGER ACCESS SYSTEM 33,700$ -$ -$ -$ 90922 TRANSIT FACILITY IMPR 1,000$ -$ -$ -$ 99601 BUS MAINT FACILITY EXP 58,300$ -$ -$ -$ 90996 FORKLIFT 30,000$ -$ -$ -$ 90997 STAFF VEHICLE 50,000$ -$ -$ -$ 90919 BUS STOP IMPROVEMENTS 25,700$ -$ -$ -$ 99001 BUS STOPS 400$ -$ -$ -$ 91090 FACILITY SECURITY IMPR PROJ 48,100$ -$ -$ -$ 91077 RADIO REPLACEMENT PROJECT 209,600$ -$ -$ -$ 90998 DWNTWN TRANSIT COORD STUDY 125,000$ -$ -$ -$ 91089 BUS CAPITAL ENGINE-REHAB 47,000$ -$ -$ -$ 91086 BUS REPLACEMENT (Asset#9710)386,000$ 43,600$ -$ -$ 91087 BUS REPLACEMENT (Asset# 9823) 419,500$ -$ -$ -$ 91088 BUS REPLACEMENT (Asset# 9824)415,000$ -$ -$ -$ 91122 SERVICE TRUCK RPLCMNT (Asset# 0028)-$ -$ -$ 44,000$ 91104 CITY WEBSITE UPGRADE -$ 3,500$ -$ -$ 91106 MICROSOFT OFFICE REPLACEMENT -$ 5,000$ -$ -$ 9XXXX BUS STOP SAFETY SECURITY IMPR -$ -$ -$ 32,100$ 2,728,100$ 52,100$ -$ 76,100$ Carryover from Previous Year 1,730,600$ -$ Total Capital Program Expenditures 2,728,100$ 1,782,700$ -$ 76,100$ 2013-14 Projected Capital Program Expenditures 2010-11 Actual 2011-12 Budget 2012-13 BudgetCAPITAL PROGRAMPROJECT III. ASSUMPTIONS The following assumptions have been used to forecast the Transit Enterprise Fund analysis. The discussion below provides detail for the key assumptions used to generate the changes in financial position as provided as Exhibit A. It is important to note the proposed budget is a “snapshot” of current funding and expenditure projections as of April 2012. The following discussion focuses on major issues that could have an affect the Transit Enterprise Fund next fiscal year. These assumptions have been incorporated into the 2011-13 budget projections. a. General Assumptions The Transit Enterprise Fund will commit all available transit funding to SLO Transit and will carryover any unused funding for use in subsequent years and to maintain an adequate year-end fund balance (reserve) to help weather budget uncertainties. b. Revenues, Subventions and Grants Fare Revenue Fare increases adopted by the City Council in April 2009 continue to help bring in revenue to meet expenses and the farebox recovery ratio of 20% required by the State. SLO Transit has proposed a conservative budget based upon revenue projections. There is little ability for adjustment should the State and Federal allocations come in significantly lower than projected. Staff will return to B2-1252 Attachment 1 Page 7 Council for proposed service-level reductions or rate increases the decrease in revenues be significant. A 3% increase in fare revenues have been projected in the 2012-13 fiscal year based upon past experience with an increase in ridership due to rising fuel costs. Farebox Ratio With the fare increase approved in 2009, SLO Transit’s farebox ratio was projected to stabilize in 2010-11 and beyond. Staff projected the renegotiated Cal Poly Subsidy Agreement would be a key component in meeting the required 20% farebox ratio for the SLO Transit system. In the 2011-12 fiscal year, farebox ratios have fallen slightly below the 20% required farebox ratio with a projected annual average of 19.6% from 2011-12 through 2013-2014. This decrease in farebox ratios is a direct result of a change in the City’s methodology for calculating direct and indirect charges for Enterprise Funds that receive General Fund program support. The revised Cost Allocation Plan, approved by Council on May 15, 2012, resulted in a significant increase to Transit Services indirect charges of $118,000 (33%) over previously projected amounts for the 2011-12 fiscal year. The Cost Allocation Plan, which affects the performance of farebox ratio, is subject to Federal audits that the Transit Services program undergoes on a regular basis. The revised Cost Allocation Plan is currently under review by the FTA and awaiting formal agency approval. Until recently, SLO Transit has consistently met the required 20% farebox ratio. Had there not been a cost allocation increase, SLO Transit would have met the farebox requirements in 2011-12 and beyond. If the farebox ratio falls consistently below the 20% level, the City will be subject to a State funding penalty, which would represent the difference between required revenues and actual revenues received. SLO Transit would need to reduce service levels or system costs by these amounts, increase fares, or face a significant loss of State funding estimated at $258,000 over a 3-year period. 2010-112011-122012-132013-14 Fares 595,800$ 638,400$ 637,700$ 649,000$ Transit Operating 2,981,600$ 3,235,100$ 3,272,200$ 3,337,400$ Farebox Ratio 20.0%19.7%19.5%19.4% Cost Reductions/Loss of State funding 0 (55,000)$ (96,500)$ (106,500)$ Mandatory 20% Farebox 20.0%20.1%20.1%20.1% Cost Allocation Plan & Farebox Ratio Impact Cal Poly Subsidy The City successfully negotiated a five-year Subsidy Agreement with Cal Poly which went into effect on July 1, 2011. The SLO Transit budget projections for 2012-13 fiscal year includes a 4% percent increase in the Cal Poly subsidy, with increases in the subsequent three years. If the State budget significantly affects Cal Poly's ability to fund the Subsidy Agreement, the City and the University will B2-1353 Attachment 1 Page 8 undertake discussions on potential program modifications or service-level reductions. Local Transportation Act The Local Transportation Fund (TDF) is State funding derived from the ¼ cent retail sales tax. The Transit Enterprise Fund analysis assumes a 10% increase in the 2012-13 fiscal year for LTF grant funds, as estimated by SLOCOG. This funding increase is mainly due to increased sales tax revenue and one-time allocation increase from carryover funds that are only be available in 2012-13. The final State budget amounts for next fiscal year have not been released and will likely affect the final funding levels. State Transit Assistance Although initially eliminated in 2009-10, the State Transit Assistance (STA) funding was renewed under the State budget gas tax swap agreement and is expected to provide SLO Transit with annual funding. The Transit Fund Analysis includes an assumption of that $229,800 will be received in STA funding for 2012-13 and 2013-14. Federal Transit Administration Federal Transit Assistance (FTA) funding is formula-based upon population and service level categories, and it is anticipated that SLO Transit will receive $1,274,600 in 2012-13 and $1,329,700 in 2013-14. This Federal funding will be used primarily for operating assistance of SLO Transit services. Actual Federal allocations may vary due to changes in reporting statistics for these categories. Due to recent changes in the reporting of these statistics, it is likely that the City could need to share a larger portion of STIC funding with SLORTA. Additionally, the 2010 Census has the potential to show a reduction in the urbanized area’s population density. This could result in reduced base FTA transit funding allocation for SLO Transit for 2012-13 and beyond. The City is working with SLOCOG to resolve this issue with the Census Bureau. c. Operating and Capital Expenditures Staffing The Transit Services program staffing will remain consistent with a regular staffing level of 2.32 full time equivalent (FTE) employees. The Transit Enterprise Fund provides funding to support a full-time Transit Services Manager, a Transportation Assistant and a shared part-time temporary worker position with the General Fund Transportation Planning and Engineering Division for alternative transportation programs and marketing services. Management salary concessions occurred at the beginning of the 2012 and have been incorporated into the fund analysis. Additional employee concessions are anticipated to be achieved in the next fiscal year when general employee contract negotiations are complete. Contract Services In February 2012, Council approved a contract extension with First Transit, the purchased transportation provider for SLO Transit services, through June 30, 2013. This assumption includes a 4% contract increase annually. An additional extension agreement will need to be negotiated next fiscal year or a new Request B2-1454 Attachment 1 Page 9 for proposals circulated for transit operations and maintenance in 2013-14 and beyond. Not knowing which option will be recommended, staff has assumed a 3.2% increase in purchased transportation contract costs for the 2013-14 fiscal year. Due to the extended leave of the Deputy Director of Public Works, staff submitted a program request for a one-time augment to contract services in the amount of $7,500 in the 2012-13 fiscal year. This funding will provide for additional contract services to augment work efforts of the Transit Services program such as website updates, detour notices, event assistance, bus stop, schedule and route evaluations and bus pass distribution. Fuel Fuel costs are once again very volatile and as experienced in the 2008 and again 2010 when fuel prices increased significantly to almost $5 per gallon. Although fuel prices are showing stabilization in April, staff projects fuel costs will continue to rise over the next year and stabilize at a “new norm”. SLO Transit has budgeted fuel costs at $4.32 per gallon with an average of 118,000 gallons of diesel fuel purchased in a fiscal year. Staff projects this budget to be adequate in the 2012-13 fiscal year. Should fuel prices increase significantly above projections, staff will return to Council with identified service-level reductions. General Government The revised Cost Allocation Plan, approved by Council on May 15, 2012, resulted in a significant increase to Transit Services indirect charges of 33% or $118,000 (33%) over previously projected amounts for the 2011-12 fiscal year. This increase is attributed to a change in methodology for how the City calculates direct and indirect charges for Enterprise Funds that receive General Fund program support. The Cost Allocation Plan, which also affects the performance of farebox ratio, is subject to Federal audits that the Transit Services program undergoes on a regular basis. The revised Cost Allocation Plan is currently under review by the FTA and awaiting formal agency approval. Short Range Transit Plan On May 5, 2009 the City Council adopted the Short Range Transit Plan (SRTP) update that was prepared by Urbitran Associates, Inc. Due to significant funding constraints at this time, all available revenues are allocated to support SLO Transit operating services. No new initiatives or increase in services, as recommended in the SRTP, have been included in the Transit Enterprise Fund analysis. These recommendations will be addressed and brought forward to Council as funding sources are identified. Capital Improvement Program The Transit Fund analysis anticipates a conservative level of Federal funding apportionment for in the 2012-13 fiscal year. This modest revenue projection will provide support for operating assistance and preventive maintenance functions for SLO Transit. As a direct result, no additional capital projects have been projected as part of the Program of Projects (POP) in the 2012-13 fiscal year. However, capital projects may be brought forward as part of a revised POP if Federal B2-1555 Attachment 1 Page 10 funding allocations come in higher than projected. The City will need to rely heavily on grant sources, such as Proposition 1B, to secure funding for vehicle replacements and other major capital items. No additional bus replacements are proposed at this time as part of the Financial Plan and instead will need to be brought forward as individual grants are received d. Ridership and Evening Service Staff has estimated SLO Transit ridership to increase at a modest 3% in 2012-13 if existing service-levels are maintained. The Evening Service program is estimated at approximately 31,500 miles at an annual net cost to the Transit Services program (minus fare revenues) of $118,000 annually. The Evening Service program does not deliver significant additional revenue to assist with farebox recovery ratios. The Transit Enterprise Fund analysis does not include any assumptions in reductions for Evening Service program levels at this time. Overall, SLO Transit fare rates and revenues are adequate to support current operations for the 2012-13 fiscal year. Should revenue sources decline significantly from projected, staff will return to Council with recommendations for service-level reductions or fare modifications as necessary. IV. LOOKING TO THE FUTURE a. State, Federal and Regional Budget Impacts Overall, the Governor’s May 2012 revision to the State budget does not make any significant changes to funding for transportation or public transit. The budget language states that the reenactment of the gas tax swap (AB 105, Chapter 6, Statutes of 2011), which was completed in March 2011, provided the State’s General Fund with $903.5 million in relief for 2010-11. While the legislature has approved the Transportation Trailer Bill (AB105), the measure has not been sent to the Governor’s desk for a signature and is not expected until the Governor’s entire State budget proposal is approved. Ultimately, the final impact on the SLO Transit budget remains unknown until the State budget is approved. Any further reductions of funding to the City, Cal Poly or SLORTA could have a significant impact on service-level funding for the 2012-13 fiscal year and beyond. b. Operations and Maintenance Contract The purchased transportation contract is set to expire on June 30, 2013. Staff is currently analyzing whether to recommend a contract extension agreement or to solicit proposals for this service. Staff will return to Council in the 2012-13 fiscal year with a recommendation for continued purchased transportation services. c. Volatile Fuel Prices Staff continues to exercise prudent judgment in projecting budgets for fuel needed for the SLO Transit system. Highly volatile fuel prices continue to pose challenges in balancing the budget. After analyzing fuel cost trends, staff feels confident that the level of budget project for fuel is adequate to support fuel costs in the 2012-13 fiscal year. Staff will continue to analyze fuel trends and make budget adjustments as necessary. However, should fuel prices increase B2-1656 Attachment 1 Page 11 significantly above staff projections, staff will return to Council with identified service-level reductions. B2-1757 Attachment 1 Page 12 V. EXHIBIT A – Changes in Financial Position 2011-13 TRANSIT FUND FINANCIAL SCHEDULES B2-1858 CHANGES IN FINANCIAL POSITION - TRANSIT FUND 2009-10 2010-11 2011-12 2012-13 2013-14 Actual Actual Budget Budget Projection Revenues Investment and Property Revenues 5,100 5,600 21,600 5,700 5,800 Subventions and Grants TDA Grants (LTF, STA)992,400 1,046,200 1,379,300 1,416,9001,416,900 Other Grants (ARRA, Prop 1B, Other)979,100 1,290,300 1,160,000 0 32,100 FTA Grants 1,331,000 2,663,500 1,883,900 1,274,6001,329,700 Service Charges 584,900 592,800 638,400 637,700 649,000 Other Revenues (33,000)22,500 18,100 5,000 5,000 Total Revenues 3,859,5005,620,900 5,101,300 3,339,900 3,438,500 Expenditures Operating Programs Transportation 2,446,200 2,624,400 2,758,600 2,855,7002,920,900 General Government 350,200 357,200 476,500 416,500 416,500 Total Operating Programs 2,796,400 2,981,600 3,235,100 3,272,200 3,337,400 Capital Improvement Plan 986,500 2,728,100 1,782,700 0 76,100 Total Expenditures 3,782,9005,709,700 5,017,800 3,272,200 3,413,500 Other Sources (Uses) Operating Expenditure Savings 0 0 0 Operating Expenditure Adjustment 33,300 0 0 Projected MOA Adjustments - - 13,000 0 - Projected Debt Proceeds Other Sources (Uses)0 0 0 Total Other Sources (Uses)- 13,000 - - Revenues and Other Sources over (Under) Expenditures and Other Uses 76,100 (88,800) 96,500 67,700 25,000 Working Capital, Beginning of Year 726,800 838,600 998,700 1,156,400 1,213,800 Working Capital, End of Year Fund Reserves 838,600 998,700 1,095,200 1,224,1001,238,800 Unadjusted Fare/Cost Ratio 20.9%19.9%19.7%19.5%19% B2-1959 CHANGES IN FINANCIAL POSITION - TRANSIT FUND 2009-10 2010-11 2011-12 2012-13 2013-14 Actual Actual Budget Budget Projection Revenues Investment and Property Revenues 5,100 5,600 21,600 5,700 5,800 Subventions and Grants TDA Grants (LTF, STA)992,400 1,046,200 1,379,300 1,416,900 1,416,900 Other Grants (ARRA, Prop 1B, Other)979,100 1,290,300 1,160,000 0 32,100 FTA Grants 1,331,000 2,663,500 1,883,900 1,274,600 1,329,700 Service Charges 584,900 592,800 638,400 637,700 649,000 Other Revenues (33,000)22,500 18,100 5,000 5,000 Total Revenues 3,859,500 5,620,900 5,101,300 3,339,900 3,438,500 Expenditures Operating Programs Transportation 2,446,200 2,624,400 2,758,600 2,855,700 2,920,900 General Government 350,200 357,200 475,000 416,500 416,500 Total Operating Programs 2,796,400 2,981,600 3,233,600 3,272,200 3,337,400 Capital Improvement Plan 986,500 2,728,100 1,782,700 0 76,100 Total Expenditures 3,782,900 5,709,700 5,016,300 3,272,200 3,413,500 Other Sources (Uses) Operating Expenditure Savings 0 0 0 Operating Expenditure Adjustment 33,300 0 0 Projected MOA Adjustments - - 13,000 0 - Projected Debt Proceeds Other Sources (Uses)0 0 0 Total Other Sources (Uses)- 13,000 - - Revenues and Other Sources over (Under) Expenditures and Other Uses 76,100 (88,800) 98,000 67,700 25,000 Working Capital, Beginning of Year 726,800 838,600 998,700 1,156,400 1,213,800 Working Capital, End of Year Fund Reserves 838,600 998,700 1,096,700 1,224,100 1,238,800 Unadjusted Fare/Cost Ratio 20.9%19.9%19.7%19.5%19.4% B2-2060 61 62 63 64 65 66 67 68 69 President: Fred Strong Vice President: Adam Hill Board Members: Frank Mecham (First District – SLO County) Bruce Gibson (Second District – SLO County) Adam Hill (Third District – SLO County) Paul Teixeira (Fourth District – SLO County) James Patterson (Fifth District – SLO County) Tony Ferrara (Arroyo Grande) Tom O’Malley (Atascadero) John Shoals (Grover Beach) William Yates (Morro Bay) Fred Strong (Paso Robles) Shelly Higginbotham (Pismo Beach) Jan Howell Marx (San Luis Obispo) 1. CALL MEETING TO ORDER, ROLL CALL 2. PUBLIC COMMENT: The Committee reserves this portion of the agenda for members of the public to address the San Luis Obispo Regional Transit Authority Executive Committee on any items not on the agenda and within the jurisdiction of the Committee. Comments are limited to three minutes per speaker. The Committee will listen to all communication, but in compliance with the Brown Act, will not take any action on items that are not on the agenda. A. INFORMATION AGENDA A-1 Executive Director’s Report (Receive) B. ACTION AGENDA B-1 RTA FY12-13 Budget (Approve) B-2 Charter Services Policy and Procedures (Approve) B-3 Operation of Cambria Trolley Services (Authorize Execution of Agreement) B-4 Proposed Pass Price Increases (Approve) BOARD AGENDA Wednesday, May 2, 2012 at 8:30 AM BOARD OF SUPERVISORS’ CHAMBER COUNTY GOVERNMENT CENTER 1055 Monterey Street, San Luis Obispo, California 93401 The AGENDA is available/posted at: http://www.slorta.org Individuals wishing accessibility accommodations at this meeting under the Americans with Disabilities Act (ADA) may request such accommodations to aid hearing, visual, or mobility impairment by contacting the SLORTA offices at 781- 4472. Please note that 48 hours advance notice will be necessary to honor a request. 70 B-5 Operation of County Services (Approve) C. CONSENT AGENDA: (Roll Call Vote) the following items are considered routine and non-controversial by staff and will be approved by one motion if no member of the SLORTA or public wishes an item be removed. If discussion is desired by anyone, the item will be removed from the consent agenda and will be considered separately. Questions of clarification may be made by RTA Board members, without the removal of the item from the Consent Agenda. Staff recommendations for each item are noted following the item. C-1 Executive Committee meeting minutes of February 8, 2012 (Approve) C-2 RTA Board meeting minutes of March 7, 2012 (Approve) C-3 RTAC Bylaws revision (Approve) C-4 Reappoint Eric Greening to RTAC (Approve) C-5 AGP Contract for FY12-13 (Approve) C-6 Resolution for 5311 and 5311F Application (Approve) C-7 ECHO-Web Authorization and Certification (Approve) C-8 Prop 1B Safety and Security for 2011/2012: Transit System Safety, Security and Disaster Response Account Program and Authorized Agent Signature Authority (Approve) D. CLOSED SESSION ITEMS D-1 It is the intention of the Board to meet in closed session concerning the following pending litigation (Government Code, section 54956.9.): D-1-1. Conference with Legal Counsel – Existing Litigation (Government Code, section 54956.9(a).) (Formally initiated) Complete Coach Works vs. RTA (CIVDS111026). E. BOARD MEMBER COMMENTS ADJOURNMENT Next RTA meeting: July 11, 2012 71 A-1-1 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY May 2, 2012 STAFF REPORT AGENDA ITEM: A-1 TOPIC: Executive Director’s Report PRESENTED BY: Geoff Straw STAFF RECOMMENDATION: Information BACKGROUND/DISCUSSION: Operations: As reported last meeting, nine driver trainee cadets had finished training and were operating in revenue service, while the tenth cadet was being provided additional training. Unfortunately, the tenth cadet ultimately did not work out and is no longer with RTA. The good news is that the remaining nine employees are working well with our team, and they have helped us cover open driver shifts and reduce overtime costs. Staff is still reviewing the per trainee costs of recruiting, hiring, training and retaining drivers, and will report that information back to the Board at a future meeting. Maintenance: Staff continues to do an excellent job in maintaining the aging fleet – two of which one million miles each. Bus 161 returned to service in March after receiving a rebuilt engine from local vendor Brumit Diesel in Santa Maria. Bus 1101 was out of service at Gibbs International in Nipomo for two weeks to address a differential repair that would be covered under warranty, but the bus was ultimately repaired by RTA staff with guidance from the bus manufacturer. Service Planning: Staff is evaluating customer, transit partner and bus operator feedback as well as ridership data for the next round of service modifications scheduled for June 10, 2012. Staff is also proposing that the RTA 31-day pass price be increased from $40.00 to $44.00 and the Regional 31-day pass from $60.00 to $64.00. Discounted 31-day passes would only be increased $2.00. Based on input from a series of four public meetings in Atascadero, Los Osos, Pismo Beach and San Luis Obispo – as well as my on-bus “Mobile Office Hours” – in late-March and early-April, riders almost universally understand and support our need to increase monthly pass prices. Consideration of this proposal is included as item B-4 in your agenda packet. Service improvement opportunities include: • Increased express bus service to reduce the number of standing passenger loads. 72 A-1-2 • Possible realignment of the RTA schedule to increase service between Los Osos and Morro Bay. • Continued LOVR service, but focused on peak commute times only. • Route #14 – Extra evening trip to Cuesta, allowing students to make transfer connections. • Route #9 local – 2-4 minute modifications to bus stop departures, including moving up the first timepoints in Paso Robles and San Miguel by up to 5 minutes to allow for more recovery time allowance at the GC. • Route #10 local – 2-4 minute time adjustments at bus stops in Santa Maria and Nipomo. • Elimination of 1-2 unproductive weekend trips on the North Coast, possibly to fund re-implemented Cambria Trolley service (see item B-3 in your Board agenda packet). • Elimination of one unproductive round-trip express service between Los Osos and downtown SLO. RTA staff continues to participate with stakeholders and the consultants engaged in the following planning efforts: • Downtown Transit Center Study – RTA worked with SLOCOG staff to develop support letters for funding to prepare environmental analyses for this project. I attended a presentation on the project to the SLO City Council on April 17th. • North County Transit Plan – RTA staff continues to work closely through frequent teleconference calls and public presentations to wrap up this study, and I attended the consultant’s presentation to the City of Paso Robles on April 3rd. • SLOCOG and SLO Transit on evaluating improved service coordination along the South Higuera Corridor. We anticipate publishing a draft report by the end of April, which we will present to SLOCOG. • US 101 Bus Rapid Transit Study – we continue to work with SLOCOG staff to develop final scope of work elements for this project. RTA staff worked with the Cambria Tourism Board and the Business Improvement District to develop a two-year contract to partially fund the reimplementation of the Cambria Trolley, which would operate four days/week from Memorial Day to Labor Day. The draft Operating Agreement for the Cambria Trolley Service and an accompanying staff report is provided in your Board packet as item B-3 in your agenda packet. 73 A-1-3 Marketing: Staff continues to make progress on selling all available advertising space, as well as implementing a new marketing campaign on the inside and outside of RTA/SCAT buses. Staff continues to work with Regional Rideshare to plan for Summer Youth Ride Free promotions that will be honored by all fixed route services in San Luis Obispo County (with the exception of the Paso Robles Express). RTA operated fare-free Trolley service to the Earth Day event at Chorro Regional Park (April 22, 2012), in partnership with SLO Transit and Regional Rideshare. Another upcoming events is Bike Month in May. I participated as a guest on Charter Local Edition – San Luis Obispo on April 6th and on an “Idling Gets You Nowhere” campaign launched by Representative Capps on April 10th at Laguna Junior High School. As mentioned above, I also conducted “Mobile Office Hours” in late-March and early-April on RTA routes and at the GC passenger facility, where I was provided the opportunity to talk face-to-face with drivers and riders. By all accounts, this effort was well-received and I gained some great insight into RTA services. I plan to continue that sort of outreach in the future. Finance and Administration: The big news is that the SCAT service area has been designated as a federally- recognized Urbanized Area (UZA). Unfortunately, the Nipomo area isn’t getting good news – it has been removed from the Santa Maria UZA, and it has not been included in the new “Arroyo Grande – Grover Beach Urbanized Area.” It should be noted that I have received feedback from Pismo Beach officials that they would like support to request the Census Bureau amend the official UZA name to include Pismo Beach. The RTA Regional Transportation Advisory Committee met in quorum on April 18. The RTAC took action by recommending Board adoption of the proposed RTA FY12-13 Budget, with the caveat that any unused Proposition 1B funds for the bus procurement project be used to reduce the use of STA funds for capital projects; any unused STA funds would then be considered by the RTA Board for redistribution to the affected jurisdictions. RTA staff supports this recommendation. The RTAC also recommended RTA Board adoption of slight revisions to the May 2006 RTAC Bylaws, which would formalize the process of selecting alternate members to help avoid future difficulties attaining a quorum. The RTAC also recommended re-appointing Eric Greening to the committee; that recommendation for reappointment is included as item C-4 in your agenda packet. RTA finalized details with County officials to formally assume operations of and become the TDA grantee for all County transit services. A final agreement has been included in your Board packet for consideration. Once executed by RTA, the contract will be brought to the County Board of Supervisors for ratification. 74 A-1-4 RTA staff continues to be aggressive in seeking outside funding in order to minimize the amount of jurisdiction TDA funds needed to operate RTA and SCAT services. Since the last RTA Board meeting, we submitted FTA Section 5307 and State of Good Repair grant applications to fund the on-going need for a long-term operations/maintenance facility, continued service to Santa Maria, vehicle replacement, and operations reimbursement. We also submitted a JARC grant application for Santa Maria and North Coast services. RTA received notice in late-March that we were awarded an RTF grant to implement a ticket kiosk at the County offices, for operations reimbursement, and for local match on vehicle replacement projects. This information is detailed in the Budget Report. February 2012 financials are included the Board packet. Results continue to remain in line with budget projections. Staff continues to be very cautious about where fuel prices are headed. Fixed route ridership continues to remain strong; through February we have boarded 289,217 riders on the core Route 9 & 10 services, in comparison to 243,146 in FY11. YTD fixed route fare revenue totaled $808,080, and we are well on our way toward exceeding budgeted annual fare revenues. Ridership has also increased for Runabout (22,262 YTD FY12 vs. 21,490 YTD in FY11), resulting in a 3.6% increase compared to last year. In an effort to outreach to local governments, I have introduced myself during public comments at city council meetings in Grover Beach, Pismo Beach, Paso Robles, San Luis Obispo (both their city council and Mass Transit Committee). I also attended the Avila Business Association and North Coast Business Improvement District meetings to introduce myself and seek their input on proposed service revisions for the Avila Trolley and Cambria Trolley, respectively. I plan to introduce myself to the city councils at Arroyo Grande, Atascadero and Morro Bay in the near future. Unmet Transit Needs update As you know, the SLOCOG Board made a finding at its April 4, 2012 meeting that there are no new unmet transit needs that are reasonable to meet in the county. We appreciate the strong working relationship RTA and SLOCOG staff has developed over the years on this and other planning matters. Potential RTA Board Member Stipend As mentioned during the March RTA Board meeting, SLOCOG pays its municipal Board representatives $100 per meeting, yet the RTA does not compensate its Board directors for regularly scheduled meetings. There appeared to be some interest in RTA developing its own stipend policy, and staff is currently investigating potential scenarios that might be supported at RTA. It is my intent to bring a draft policy to the Board in January 2013. 75 A-1-5 RTA/SCAT Vehicle Procurement Update RTA continues to work with potential bus vendors to obtain best and final pricing for the purchase of seven replacement low-floor clean diesel buses for RTA and three for SCAT. We are still finalizing the details of the final vehicle configuration, including the issue of whether or not 40-foot buses would be appropriate for SCAT in the long term. We convinced two bus manufacturers to bring demonstrator buses to the region in March, which provided an up close review for our drivers, elected officials and city staff of the types of buses that we will purchase. RTA Charter Policy Staff has developed a Charter Services Policy and Procedures document for your Board’s consideration, as detailed in B-2. In short, we are proposing to operate bus charter services within a limited service area of San Luis Obispo County that would only be provided individually following approval from the FTA Administrator as a regionally significant event, as well as charters for government officials on official government business. RTA JPA Amendment Staff continues to work with RTA Counsel Tim McNulty on amending the RTA Joint Powers Agreement to include a provision for alternates and for borrowing purposes. It is our intent to bring recommended changes to your Board at the July meeting. AB1706 – Bus Axle Weights The CA Vehicle Code 35554, which was codified in 1975, identifies a maximum “on the ground” weight of 20,500 pounds per axle. However, as buses have become heavier over time – primarily due to emissions and ADA access features – some transit buses exceed this limit, particularly when standing passenger loads are transported. RTA staff understands public works departments’ concerns over axle weights and the impact on roadways, and we have actively sought new vehicles that are lighter than the buses we have purchased in the past. However, even those measures will not completely avoid the occasional exceeding of the 20,500 pound limit when the bus is full of passengers. AB1706 would permit continued operation of current-weight buses while a study is completed by 2015. RTA staff desires Board support for this bill. 76 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY Adopted Operating Year to Percent of Budget January February February February Date Total Budget FY 2011-12 Actual Budget Actual Variance FY 2011-12 FY 2011-12 Hours 59,614 4,771 4,968 4,730 237 37,880 63.54% Miles 1,502,277 127,324 125,190 125,726 (536) 1,014,772 67.55% Administration: Labor operations cost 714,189 57,793 59,516 47,542 11,974 387,302 54.23% Office Space Rental operations cost 416,678 33,366 34,723 36,004 (1,280) 277,681 66.64% Professional Technical Services operations cost 105,500 4,585 2,650 2,507 143 37,639 35.68% Professional Development operations cost 10,000 - 600 588 12 1,951 19.51% Operating Expense operations cost 185,605 12,958 15,467 12,334 3,133 107,982 58.18% Marketing and Reproduction hourly 80,000 2,840 6,333 1,314 5,020 22,479 28.10% Insurance miles/operations cost 495,016 22,942 41,251 22,930 18,322 207,669 41.95% County Management Contract operations cost (175,000)(14,583) (14,583)(14,583) - (116,667) 66.67% SCAT Management Contract operations cost (77,500)(6,458) (6,458) (6,458) - (51,667) 66.67% Total Administration 1,754,488 113,442 139,499 102,175 37,324 874,370 49.84% Service Delivery:- Labor - Operations hourly 2,419,945 258,708 201,662 213,011 (11,349) 1,573,594 65.03% Labor - Maintenance hourly 649,954 65,139 54,163 47,672 6,491 404,967 62.31% Fuel miles 1,203,605 106,700 100,300 111,161 (10,861) 838,076 69.63% Special Transportation (includes Senior Vans, Lucky Bucks, etc)n/a 82,700 6,250 6,892 5,720 1,171 46,210 55.88% Avila Trolley n/a 60,000 4,500 5,000 2,565 2,435 33,646 56.08% Senior Shuttle n/a 70,000 5,863 5,833 6,085 (251) 48,557 69.37% Maintenance (parts, supplies, materials)hourly 421,900 27,475 35,158 52,099 (16,941) 310,149 73.51% Maintenance Contract Costs hourly 150,190 14,190 12,516 20,770 (8,254) 86,690 57.72% Total Operations 5,058,294 488,825 421,524 459,084 (37,559) 3,341,888 66.07% Capital/Studies: Computer System Maintenance/Upgrades hourly 4,700 - - - - 5,258 111.86% Miscellaneous Capital (Staff vehicle, Shop Equipment)hourly Air Compressor hourly 2,900 - - - - - 0.00% Pressure Washer and Upholstery Cleaner hourly 9,950 - - - - - 0.00% Tire Changer and Wheel Balancer hourly 13,200 - - - - - 0.00% Driver Seats (six)hourly 11,700 - 11,700 11,583 117 11,583 99.00% Vehicle Bike Racks hourly 22,400 - - - - - 0.00% Camera System hourly 61,787 - - - - - 0.00% Bus Rehabilitation hourly 100,000 - - - - 33,392 33.39% Bus Procurement Reserve hourly 160,000 - - - - - 0.00% Vehicles hourly North Coast Connector (Two Small Buses)hourly 185,150 - - - - 178,202 96.25% One 40' Coach hourly 400,000 - - - - 389,118 97.28% Three Runabout Vehicles hourly 223,000 - - - - - 0.00% Total Capital Outlay 1,194,787 - 11,700 11,583 117 617,552 51.69% Contingency hourly 100,000 - 8,333 - 8,333 20,395 20.40% Interest Expense operations cost 225,000 15,761 18,750 14,740 4,010 129,139 57.40% Loan Paydown 191,845 - - - - 154,131 80.34% Management Contracts 252,500 21,042 21,042 21,042 - 168,333 66.67% TOTAL FUNDING USES 8,776,913 639,070 620,848 608,623 12,225 5,305,809 60.45% TOTAL NON-CAPITAL EXPENDITURES 7,390,281 639,070 609,148 597,040 12,108 4,534,126 61.35% 77 4/19/2012 1:44 PM RT 9 RT 10 RT 11 RT 13 RT 12 RT 14 RT 15 RT 83 TOTAL P.R., TEMP.,S.M.,LOS OSOS,LOS OSOS,MORRO CUESTA,SAN SIM.,FORT WEEKDAY ATAS., S.M.,NIPOMO,MORRO SOUTH BAY,SAN LUIS CAMBRIA,HUNTER CAL POLY,A.G.,BAY SAN LUIS CUESTA,TRIPPER CAYUCOS,LIGGETT S.L.O.S.L.O.SAN LUIS M.B. REVENUES: FARES 27,499 27,923 3,632 2,326 15,363 2,458 2,096 8,014 89,310 TOTAL ROUTE REVENUES 27,499 27,923 3,632 2,326 15,363 2,458 2,096 8,014 89,310 EXPENDITURES: ADMINISTRATION 15,471 14,970 4,095 3,814 6,556 2,274 3,889 1,819 52,886 MARKETING 357 346 95 88 151 53 90 0 1,179 OPERATIONS/CONTINGENCY 49,141 47,550 13,007 12,114 20,823 7,223 12,352 5,778 167,988 FUEL 22,213 25,279 4,138 3,966 8,574 2,244 6,394 4,268 77,077 INSURANCE 4,015 4,569 748 717 1,550 406 1,156 771 13,931 TOTAL EXPENDITURES 91,196 92,714 22,083 20,699 37,654 12,199 23,880 12,637 313,062 FAREBOX RATIO 30.15%30.12%16.44%11.24%40.80%20.15%8.78%63.41%28.53% RIDERSHIP 17,768 18,257 2,508 1,645 14,007 2,615 1,367 598 58,765 SERVICE MILES 22,512.00 25,620.00 4,193.70 4,019.40 8,689.80 2,274.30 6,480.60 4,326.00 78,115.80 SERVICE HOURS 739.41 715.47 195.72 182.28 313.32 108.68 185.85 86.94 2,527.67 RIDERS PER MILE 0.79 0.71 0.60 0.41 1.61 1.15 0.21 0.14 0.75 RIDERS PER HOUR 24.03 25.52 12.81 9.02 44.71 24.06 7.36 6.88 23.25 COST PER PASSENGER 5.13 5.08 8.80 12.58 2.69 4.66 17.47 21.13 5.33 SUBSIDY PER PASSENGER 3.58 3.55 7.36 11.17 1.59 3.73 15.94 7.73 3.81 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY SYSTEM ANALYSIS FOR MONTH ENDING FEBRUARY 29, 2012 - WEEKDAYS ONLY CURRENT FISCAL YEAR - 2011/2012 Feb G:\OWP 2011-2012\RTA-Fixed & Runabout\Financial Administration(Budget,Funding,Audits,Fin Stmt,Invoices)\Financial Monitoring\Financial Statements & Mgmt Reports\RTA Fin Stmt by Rte FY1112 starting August 2011.xls78 4/19/2012 1:44 PM RT 9 SAT RT 9 SUN RT 10 SAT RT 10 SUN RT 15 SAT RT 15 SUN TOTAL TOTAL RUNABOUT SYSTEM P.R., TEMP.,P.R., TEMP.,S.M.,S.M.,SAN SIM.,SAN SIM.,WEEKEND FIXED TOTAL ATAS., S.M.,ATAS., S.M.,NIPOMO,NIPOMO,MORRO MORRO ROUTE CAL POLY,CAL POLY,A.G.,A.G.,BAY,BAY, S.L.O.S.L.O.S.L.O.S.L.O.SAN LUIS SAN LUIS REVENUES: FARES 1,335 737 1,643 936 1,250 1,065 6,966 96,275 7,942 104,217 TOTAL ROUTE REVENUES 1,335 737 1,643 936 1,250 1,065 6,966 96,275 7,942 104,217 EXPENDITURES: ADMINISTRATION 904 678 809 607 1,359 1,486 5,843 58,729 40,245 98,974 MARKETING 21 16 19 14 31 34 135 1,314 0 1,314 OPERATIONS/CONTINGENCY 2,871 2,153 2,571 1,927 4,317 4,719 18,558 186,546 127,834 314,380 FUEL 1,322 991 1,251 935 1,821 2,124 8,445 85,522 23,585 109,107 INSURANCE 239 179 226 169 329 384 1,526 15,457 6,964 22,421 TOTAL EXPENDITURES 5,357 4,017 4,876 3,653 7,858 8,747 34,507 347,568 198,628 546,196 FAREBOX RATIO 24.92%18.35%33.70%25.63%15.90%12.17%20.19%27.70%4.00%19.08% RIDERSHIP 820 462 963 515 670 537 3,967 62,732 2,847 65,579 SERVICE MILES 1,340.00 1,004.00 1,268.00 948.00 1,845.60 2,152.80 8,558.40 86,674.20 39,052.00 125,726.20 SERVICE HOURS 43.20 32.40 38.68 29.00 64.96 71.00 279.24 2,806.91 1,923.48 4,730.39 RIDERS PER MILE 0.61 0.46 0.76 0.54 0.36 0.25 0.46 0.72 0.07 0.52 RIDERS PER HOUR 18.98 14.26 24.90 17.76 10.31 7.56 14.21 22.35 1.48 13.86 COST PER PASSENGER 6.53 8.69 5.06 7.09 11.73 16.29 8.70 5.54 69.77 8.33 SUBSIDY PER PASSENGER 4.90 7.10 3.36 5.27 9.86 14.30 6.94 4.01 66.98 6.74 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY SYSTEM ANALYSIS FOR MONTH ENDING FEBRUARY 29, 2012 CURRENT FISCAL YEAR - 2011/2012 Feb G:\OWP 2011-2012\RTA-Fixed & Runabout\Financial Administration(Budget,Funding,Audits,Fin Stmt,Invoices)\Financial Monitoring\Financial Statements & Mgmt Reports\RTA Fin Stmt by Rte FY1112 starting August 2011.xls79 4/19/2012 1:46 PM RT 9 RT 10 RT 11 RT 13 RT 12 RT 14 RT 15 RT 83 TOTAL P.R., TEMP.,S.M.,LOS OSOS,LOS OSOS,MORRO CUESTA,SAN SIM.,FORT WEEKDAY ATAS., S.M.,NIPOMO,MORRO SOUTH BAY,SAN LUIS CAMBRIA,HUNTER CAL POLY,A.G.,BAY SAN LUIS CUESTA,TRIPPER CAYUCOS,LIGGETT S.L.O.S.L.O.SAN LUIS M.B. REVENUES: FARES 214,316 231,993 27,416 20,080 150,261 21,603 16,195 64,109 745,973 TOTAL ROUTE REVENUES 214,316 231,993 27,416 20,080 150,261 21,603 16,195 64,109 745,973 EXPENDITURES: ADMINISTRATION 127,866 127,158 29,703 27,691 60,750 14,885 31,524 13,686 433,264 MARKETING 6,100 5,942 1,573 1,466 2,668 792 1,567 24 20,132 OPERATIONS/CONTINGENCY 356,930 353,224 85,250 79,485 166,541 43,533 88,972 40,977 1,214,913 FUEL 163,989 189,087 27,361 26,245 68,900 13,664 46,574 31,357 567,178 INSURANCE 35,882 41,756 5,455 5,232 15,853 2,742 9,877 6,896 123,694 TOTAL EXPENDITURES 690,768 717,168 149,342 140,120 314,712 75,616 178,514 92,940 2,359,180 FAREBOX RATIO 31.03%32.35%18.36%14.33%47.75%28.57%9.07%68.98%31.62% RIDERSHIP 132,499 134,836 15,786 11,674 99,106 16,020 9,415 5,038 424,374 SERVICE MILES 179,795.40 207,241.00 30,093.80 28,865.40 75,380.60 16,338.60 51,087.47 34,402.00 623,204.27 SERVICE HOURS 5,923.65 5,873.51 1,397.11 1,302.39 2,781.51 772.79 1,468.45 691.38 20,210.79 RIDERS PER MILE 0.74 0.65 0.52 0.40 1.31 0.98 0.18 0.15 0.68 RIDERS PER HOUR 22.37 22.96 11.30 8.96 35.63 20.73 6.41 7.29 21.00 COST PER PASSENGER 5.21 5.32 9.46 12.00 3.18 4.72 18.96 18.45 5.56 SUBSIDY PER PASSENGER 3.60 3.60 7.72 10.28 1.66 3.37 17.24 5.72 3.80 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY YEAR TO DATE THRU FEBRUARY 29, 2012 - WEEKDAYS ONLY CURRENT FISCAL YEAR - 2011/2012 YTD SUM (New Routes) G:\OWP 2011-2012\RTA-Fixed & Runabout\Financial Administration(Budget,Funding,Audits,Fin Stmt,Invoices)\Financial Monitoring\Financial Statements & Mgmt Reports\RTA Fin Stmt by Rte FY1112 starting August 2011.xls80 4/19/2012 1:46 PM RT 9 SAT RT 9 SUN RT 10 SAT RT 10 SUN RT 15 SAT RT 15 SUN TOTAL TOTAL RUNABOUT SYSTEM P.R., TEMP.,P.R., TEMP.,S.M.,S.M.,SAN SIM.,SAN SIM.,WEEKEND FIXED TOTAL ATAS., S.M.,ATAS., S.M.,NIPOMO,NIPOMO,MORRO MORRO ROUTE CAL POLY,CAL POLY,A.G.,A.G.,BAY,BAY, S.L.O.S.L.O.S.L.O.S.L.O.SAN LUIS SAN LUIS REVENUES: FARES 12,377 7,175 12,722 9,704 10,770 9,359 62,107 808,080 63,844 871,924 TOTAL ROUTE REVENUES 12,377 7,175 12,722 9,704 10,770 9,359 62,107 808,080 63,844 871,924 EXPENDITURES: ADMINISTRATION 7,916 5,724 7,238 5,217 12,083 11,841 50,020 483,284 329,272 812,556 MARKETING 374 261 337 234 581 562 2,349 22,481 0 22,481 OPERATIONS/CONTINGENCY 22,138 15,986 20,165 14,524 33,816 33,422 140,051 1,354,964 908,157 2,263,121 FUEL 10,250 7,398 9,917 7,118 14,886 15,312 64,880 632,058 184,662 816,720 INSURANCE 2,288 1,665 2,245 1,621 3,378 3,370 14,567 138,261 63,774 202,035 TOTAL EXPENDITURES 42,966 31,034 39,903 28,714 64,743 64,507 271,867 2,631,047 1,485,865 4,116,913 FAREBOX RATIO 28.81%23.12%31.88%33.80%16.63%14.51%22.84%30.71%4.30%21.18% RIDERSHIP 6,637 3,994 6,467 4,794 5,811 5,000 32,703 457,077 22,262 479,339 SERVICE MILES 11,346.90 8,165.30 10,970.00 7,851.00 16,485.60 16,919.60 71,738.40 694,942.67 319,623.00 1,014,565.67 SERVICE HOURS 368.63 265.20 336.26 241.25 563.97 552.15 2,327.46 22,538.25 15,338.08 37,876.33 RIDERS PER MILE 0.58 0.49 0.59 0.61 0.35 0.30 0.46 0.66 0.07 0.47 RIDERS PER HOUR 18.00 15.06 19.23 19.87 10.30 9.06 14.05 20.28 1.45 12.66 COST PER PASSENGER 6.47 7.77 6.17 5.99 11.14 12.90 8.31 5.76 66.74 8.59 SUBSIDY PER PASSENGER 4.61 5.97 4.20 3.97 9.29 11.03 6.41 3.99 63.88 6.77 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY YEAR TO DATE THRU FEBRUARY 29, 2012 CURRENT FISCAL YEAR - 2011/2012 YTD SUM (New Routes) G:\OWP 2011-2012\RTA-Fixed & Runabout\Financial Administration(Budget,Funding,Audits,Fin Stmt,Invoices)\Financial Monitoring\Financial Statements & Mgmt Reports\RTA Fin Stmt by Rte FY1112 starting August 2011.xls81 RTA KEY PERFORMANCE INDICATORS 9 10 11-15 9 10 15 On time performance 92%94%96%94%96%75%90% Roadcalls 12 0 Customer comments Complaints 0 Compliments 2 9 10 11-15 9 10 15 On time performance 92%96%96%93%93%86%88% Roadcalls 50 8 Customer comments Complaints 3 Compliments 4 2 February 2012 Fixed Route RunaboutWeekdayWeekendTotal 7 18 Year to Date - Through February 2012 Fixed Route RunaboutWeekdayWeekendTotal 55 82 83 84 85 B-1-1 REGIONAL TRANSIT AUTHORITY VISION STATEMENT, VISION ELEMENTS, MISSION STATEMENT AND STRATEGIC DIRECTION VISION The RTA of the future is an integral part of the “SLO lifestyle.” From the vineyards in North County, to the secluded beach towns on the North Coast, to multi-faceted community in the South County, residents and visitors use public transportation rather than relying on their cars. Vision Elements • Continue successful partnerships with jurisdictions, county, other public agencies, businesses and schools. • Provide excellent, reliable, sustainable seamless service that is effective in getting residents and visitors where they want to travel. • Secure reliable funding. • Implement an Intelligent Transportation Systems (ITS) program to improve service quality and provide efficiencies. • Develop a well-executed image-building campaign with a single face for public transportation. MISSION The Mission of RTA is to provide safe, reliable and efficient transportation services that improve and enhance the quality of life for the citizens and visitors of San Luis Obispo County. STRATEGIC DIRECTION • Stabilize and grow funding. • Continue to improve service quality: On-time performance, scheduling and routing, customer amenities on our vehicles and at our bus stops, operating procedures. • Consolidate and streamline operations to improve efficiency and effectiveness of public transportation throughout the county. • Include public transportation as part of the lifestyle evolution needed to confront climate change. • Reduce Vehicle Miles Traveled. • Embrace technological improvements that will positively impact efficiency and quality of service. 86 B-1-2 REGIONAL TRANSIT AUTHORITY VALUES Commitment to Serve Provide valuable services to the public and direct our energies in strengthening our relationships with our customers and the community while maintaining responsible ethical fiscal management. Leadership Be trustworthy, credible, confident, progressive and influential in all we do. Teamwork Working together with trust, support and mutual cooperation and respect. Provide an environment that fosters frank and open communication. Have Fun in our daily activities and keep issues in perspective. Have pride in our accomplishments while taking on our challenges with spirit and vigor. Integrity Promote honesty, loyalty, dignity, respect, decency, fairness, courtesy, responsibility, and character. Human Development Provide the appropriate resources and environment for employees to be successful, motivate individuals to take initiative and to be creative in all of our efforts. 87 B-1-3 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY May 2, 2012 STAFF REPORT AGENDA ITEM: B-1 TOPIC: Fiscal Year 2013 Operating and Capital Program PRESENTED BY: Geoff Straw STAFF RECOMMENDATION: Adopt FY13 Budget as presented RTAC RECOMMENDATION: Presented April 18, 2012 BACKGROUND/DISCUSSION: I am pleased to present the proposed Fiscal Year 2013 Operating and Capital Program. The operating budget is proposed at $7,019,152 and the capital budget at $4,116,257. The budget is balanced. There are several significant assumptions herein based upon the latest information that we have obtained from SLOCOG on the Local Transit Fund (LTF) and the State Transit Assistance program. We appreciate the Board’s support and leadership in these difficult financial times, and we are proud that we have not reduced service levels as a result thereof. The FY13 budget assumes the same core levels of service miles and hours for fixed route, Runabout, Dial-a-Ride and Trolley service. It also assumes that we will implement some of the service improvements that have been planned, including additional express trips on Routes 9 and 10 and an additional round trip on Saturdays system-wide. We will also adjust service in Los Osos to provide more consistent connections between Morro Bay and Los Osos, and only peak period commuter focused service along Los Osos Valley Road towards South San Luis Obispo will be operated. The Route 14 service will continue during peak commute times between San Luis Obispo and the Cuesta College campus, our highest trip generators in the regional system. The North Coast Connector service remains in the schedule and we will be reviewing demand for this JARC-funded extra weekday service later in the budget year. Staff will also continue to evaluate recommendations and monitor our Route Productivity Report to develop service adjustments that we would bring back to your Board for review. In summary, RTA staff has done a tremendous job of holding the line on expenses. The major increases in this year’s operating budget are costs for insurance, fuel, the wage adjustments programmed in the Collective Bargaining Agreement for covered employees, maintenance parts and supplies for the aging fleet, and our health plan. Although we have managed to make slow progress on upgrading our fleet, we will continue to see incremental increases to our maintenance costs as a result of the age of the fleet, as we have five full-size buses that are operated in daily revenue service that 88 B-1-4 are over 14 years old; in addition, our fleet also includes eleven buses that have surpassed 500,000 miles of service. The delivery of seven new forty-foot low-floor buses and five paratransit low-floor minivans late in the fiscal year will benefit the FY14 financial results, but likely will not arrive in time to make an impact on costs during FY13. The budget packet contains the following items: • Adopted Budget Assumptions • Definitions • Fiscal Year 2012-13 Operating Budget • Fiscal Year 2012-13 Capital Budget Lastly, in prior budget years, we have provided your Board with data for a contingency plan for adjusting service levels should one of our major revenue projections fall short. We are not including that information at this point in time because funding appears to be relatively stable in comparison to previous fiscal years. Revised Revenue Assumptions We are predicating the revenue stream for the FY13 budget based upon the latest information that we have available on LTF and STA funding for the region. The STA program should provide some stability in revenue stream this year and in the coming years. Staff concurs and applauds the principals laid out in the SLOCOG staff report that any future funding formulas include incentive funding for Vehicle Miles Traveled (VMT) and regional integration of the jurisdictional operations with the regional system as part of the regional funding formula. This budget also assumes a $4 increase in the base price of a 31-day passes, and $2 for discounted 31-day passes. Administration and Operations Expenses Overall Administration Expense is up just over 4% compared to last fiscal year. This is reflective in workers compensation insurance as a result of RTA implementing policies and procedures related to safety programs. There is a significant increase in our professional and Technical Services line item. This large increase is a result of anticipated litigation expenses for an ongoing lawsuit, as well as incremental increases in the cost of HR and legal services contracts with the County. Under the Runabout section of this report, we discuss the change in ridership and the number of Runabout ADA applications that we receive as a result of the popularity of our service and other factors related to this increase. The amount of staff time that is dedicated to processing applications and the review/approval of these has changed dramatically over the last two years. Although we are not recommending any new administrative positions in this budget, we will continue to closely monitor the staff time dedicated to this and may at some point during the fiscal year return to this issue and recommend a part-time staff person to assist in processing applications and assist with the overall administrative function for Runabout. 89 B-1-5 On the operating side, we have programmed slightly greater fixed route service hours to address overcrowding, as well as additional hours for an additional round trip on Saturdays. The service delivery line item is fairly consistent with that identified in our current budget, as we are reallocating the majority of these hours and miles in this year’s budget so the comparative increase is negligible. Based on funding constraints in previous years, staff has not received a COLA for the past three years, despite significant and complex challenges that have faced our organization. As included in the budget assumptions that your Board accepted in February 2012, staff has included a COLA increase slated for January 2013. We will closely monitor funding and will bring the COLA increase to your Board in September 2012 for implementation during the second half of the fiscal year. Staff has also included annual merit-based pay increases for eligible staff members. It is anticipated that those would be implemented in July 2012. Ridership Gains, Overcrowding Mitigation This past year we saw steady ridership increases on all RTA services, and especially on our fixed route service. Fixed route ridership was up 19% for the first half of FY12. In response to overwhelming commuter demand, we will be adding additional express trips in the morning and afternoon peak periods. We have programmed trippers on Route 12 (to/from Cuesta College) in prior years, but this past year we have run extra scheduled trips during peak times from 8:00 AM through 10:00 AM and 1:00 PM through 4:00 PM Monday through Friday between the Government Center to Cuesta College via Cal Poly. We will continue these trips in FY13, with the exception of discontinuing Route 12 service on the Cal Poly campus. Pursuant to the language in the SLOCOG Regional Transportation Plan under Transit Policies, we have the ability to periodically adjust transit service parameters with the objective to maximize transit system efficiency, effectiveness and economic feasibility. Under this section there is a provision to review the need to add trips or tandems when the peak load factor consistently exceeds 90 percent of a seated bus load. In the case of all our commute trips on Routes 9, 10 and 12, the load factors consistently range from 100 – 130% of the seated load. Runabout Ridership Gains and Runabout Client Census Pursuant to the monthly ridership reports that you receive, Runabout ridership continues to grow at an alarming rate. The number of Runabout applications received has also increased significantly, and we are now receiving an average of 31 applications per month. In FY10, we received only twelve per week. Our Runabout fleet is currently at capacity on Mondays, Wednesdays and Fridays. Average Runabout ridership year-to- date is up 4%, and monthly mileage is up 13% over the same period last year. Although our new scheduling software is providing efficiencies, we will most likely need to increase Runabout service (vehicles and drivers) during the fiscal year. It should be noted that federal regulations prohibit a pattern of ADA paratransit trip denials to certified ADA clients. 90 B-1-6 This increase in our client census is likely related to the reduction in state assistance to some of the social services programs and clients who at one time either used the Consolidated Transportation Services Agency (CTSA, also known as Ride-On) or were provided transportation through their residential facility. Since Runabout is now providing many of these trips, we recommend that the county-wide CTSA funding formula be modified to provide direct funding to Runabout for the trips that will now be provided by RTA. We suggest that this formula be modified so that Runabout is eligible for a portion of the 5% before funding is distributed, or that a new funding formula be developed to include Runabout service in those instances that it can be proven that the additional ridership that Runabout is handling is directly related to clients who were on other services before shifting over to Runabout. This program is proposed for FY14, and staff would suggest that we begin discussion with SLOCOG staff in FY13 to evaluate the potential of such a program. We feel that this is a fair and equitable solution to this issue rather than taking additional LTF funding from the jurisdictions. If we find during these discussions that this is not a viable alternative, we would recommend service adjustments to offset any increase over our FY13 budget going into FY14. Capital Program The focus of our FY13 capital program will be funding the procurement of seven low- floor forty foot bus ($950,000 from Prop 1B grant and $1,900,000 from FTA State of Good Repair) and five Runabout vehicles ($224,510). We have also programmed $20,020 for shop equipment for our maintenance department to improve efficiencies, $69,000 for an automatic ticket vending machine (RTF funding of $60,000), miscellaneous computer equipment, and finally budgeted for improvements to our existing fleet for new camera security systems for six buses ($61,787). Sustainability of Transit Service In prior years, we have utilized this section of the budget memo to highlight potential new funding sources or to discuss efficiencies committees that were established in 2009. Since neither of these items has changed the dynamics in the provision of transportation over the last three years, we move forward hoping that the upcoming community survey planned for FY13 will provide insight on the potential for increased funding for transportation programs in the future. We remain eager to participate in any efficiency improvement discussions as the Board directs us. Conclusion and Staff Recommendation Fiscal Year 2013 will be another challenging year. We look forward to working with your Board, our stakeholders and our customers in providing the highest quality of transportation services to our residents and visitors. We believe that this budget reflects the path set by your Board in previous years and, although we would like to do more, we believe that this budget provides the optimum levels of service within the confines of existing resources. The Staff recommends that the Board adopt the Fiscal Year 2013 budget as presented. 91 B-1-7 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY March 7, 2012 STAFF REPORT AGENDA ITEM: B-1 TOPIC: Fiscal Year 2013 Budget Assumptions ACTION: Approve Budget Assumptions PRESENTED BY: Geoff Straw STAFF RECOMMENDATION: Approve Budget Assumptions to enable staff to begin development of FY13 Operating Budget RTAC RECOMMENDATION: Presented February 15, 2012 BACKGROUND/DISCUSSION: The following report outlines staff’s budget assumptions recommendation for RTA’s Fiscal Year 2013 Operating Budget and is the first step in the development of our operating budget and operating program for next fiscal year. Upon the Board’s guidance and approval of these assumptions, staff will prepare a detailed report along with preliminary budget numbers for presentation to the Executive Committee at their April 11th meeting prior to the final draft budget presentation to the Board in May. Objectives • Maintain service levels and hours of service that meet the demand of our customers and communities through the effective and efficient delivery of RTA Fixed Route, Runabout, Dial-a-Ride and Trolley services. • Increase our reserves for the Fiscal Year 2013 budget cycle . • Continue to work with the efficiencies committee in evaluating region-wide service efficiencies. • Evaluate options and provide analysis on the 5-year capital improvement program and methods to fund these needs. Revenue • SLOCOG has projected a relatively large increase in State Transit Assistance (STA) funding for FY13 . Once those targets are more firmly established, RTA will assume a proportional increase in overall STA funding in our FY13 budget. • Fare revenue is projected to be $955,000 (farebox and pass sales revenue only). We are not recommending a cash fare increase for this fiscal year, although we are suggesting that the monthly regional and RTA pass prices be increased slightly. This increase is in line with recommendations made the Short Range Transit Plan; the last fare increase was August 1, 2010. If the release of funding 92 B-1-8 marks in April-May suggest that other fare changes be instituted, staff will make that presentation at a future Board meeting. • Federal Transit Administration (FTA) 5307 Operating funding from the City of Santa Maria for operation of Route 10 will be budgeted at $200,000, which is consistent with FY12 levels • Federal Transit Administration (FTA) 5307, 5311, 5316, and 5317 operating funding shall remain consistent with FY12 levels. Should authorizations for federal transportation programs under SAFETEA-LU increase or decrease for any of these programs, staff would adjust these assumptions accordingly • FY12 LTF revenue was budgeted at $3,035,358 (including $2,764,908 for operations and $270,450 for capital). Should there be a budget shortfall due to the loss of funding, staff would evaluate and make appropriate recommendation on a potential TDA fund increase. SLOCOG has projected a 4% to 9% increase in FY13 LTF levels. Once those targets are further refined, RTA will assume a proportional increase in overall LTF funding in our FY13 budget. • Staff will evaluate alternatives to address reserves during the next several months and report back to the Board prior to the budget process in achieving both a short term and long term solution to this issue • Staff will continue to explore new revenue resources at the federal, state, and local levels Expenses • Service levels, number of revenue service hours, miles and span of service for fixed route and for Runabout will be budgeted at current levels. Should staff be unable to secure adequate funding to do so, a reduction of service would be proposed and/or a potential increase in LTF funding would be requested for the Board’s consideration. Staff will present one alternative budget analysis considering this bullet • Detailed miles/hours and span of service for each route and Runabout will be provided with the draft budget • Staff will use the Fixed Route Performance Standards, RTA Service Improvement Program, as well as the findings from the Short Range Transit Plan to evaluate potential efficiencies and with Board concurrence implement efficiencies during the course of the fiscal year • Fuel consumption and price will be budgeted conservatively; diesel fuel will be budgeted at $4.25 per gallon • CalTIP liability premiums will be adjusted due to our history this year with an estimated increase of 15% • Workers Compensation premiums are projected to increase 28%. Staff will be working with our broker on this in an effort to obtain a better number prior to April. We have also established an employee committee that has evaluated workers comp injuries has initiated a pro-active program to address the number of claims and severity of the claims that we have had during the last year • The number of budgeted positions will remain consistent with FY12 levels. However should revenue projections in April indicate that FY13 revenue is down, 93 B-1-9 there will be a requisite reduction in the number of FTE’s based upon projected revenue • PERS and Blue Cross health insurance is projected to increase 10% and 15% respectively • Based on the current projected funding there will be no Cost of Living (COLA) budgeted. Should adequate state, local or federal resources become available in FY13, the staff would be eligible for a COLA at the end of the fiscal year. Staff did not receive a COLA increase the last three fiscal years. Employees within the salary range for their position will be eligible for a step performance merit increase • RTA will work with SLOCOG staff and members of the Regional Efficiencies Committees to evaluate efficiencies in the provision of service throughout the county Proposed Budget Calendar February 8 Detailed budget assumptions and revenue forecast to Executive Committee March 7 Obtain Board concurrence on proposed draft budget assumptions March 7 Provide mid-year FY12 Budget data to Board with any recommended budget amendment March 31 Based on feedback from Executive Committee draft FY13 Budget Draft complete April 11 Draft FY13 Budget presentation to Executive Committee April 18 Formal FY13 Budget presentation to RTAC May 2 Final Board Budget presentation. Board adoption of FY13 Budget Staff Recommendation Approve the budget assumptions and budget calendar so that a detailed work plan and budget may be developed. 94 B-1-10 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY FISCAL YEAR 2013 BUDGET BACKUP BUDGET DOCUMENT DEFINITIONS Staff has highlighted the first page of the document into sections, so that each section can be explained in relation to the total budget. The paragraph numbers below relate to the bold numbers in squares on the “Proposed Operating Budget For 2012/2013” of the budget sheets. 1. BEGINNING FUND BALANCE – This amount includes carryover funds and general reserves. This amount represents fund balance available (estimated) plus projected revenues for the fiscal year, less projected expenses for the fiscal year. The resulting amount is the projected fund balance, which will be available at the start of each fiscal year. 2. LESS REQUIRED RESERVES – These amounts are deducted from the previous section. First Quarter cash flow requirements represent reserves to maintain uninterrupted operations. The funding to operate RTA comes from quarterly disbursements of TDA funds. Quarterly disbursements are not made until the end of each quarter. Therefore, RTA budgets for the first quarter each year out of the beginning fund balance. (Please note that the prior year cash flow reserve is included in the beginning fund balance, and is not accumulated from year to year.) Capital projects carryover and reserves represent the local match for carryover and future capital projects as outlined in the capital improvement plan. 3. FUND BALANCE AVAILABLE – This is the balance of funds actually available to finance the start of the budget year. (Amount represents the difference between beginning fund balance and required reserves.) 4. NON-TDA SOURCES OF FUNDS – This section details all the Non- Transportation Development Act (TDA) sources of funding by type. Included are fares, interest on deposited funds, and federal, state and local sources. 5. TOTAL FUND BALANCE AND NON-TDA FUNDING – This is the total of funding that comes from sources other than cities and the county. This also includes the fund balance available described in #3 above. These amounts are used to fund the budget, thereby decreasing the required TDA contributions of the member jurisdictions. 6. NET TDA REQUIRED – This is the total amount of local transportation funds (LTF) required to balance the budget. The Joint Powers Agreement, signed by all members of RTA, authorizes SLOCOG to allocate this amount from each city and the county. This source of funds provides transit planning, bicycle programs, Consolidated Transportation Service Agency (CTSA) support and RTA. A population-based formula is used to distribute the amount among the eight JPA 95 B-1-11 members. This formula applies to all RTA services. It is not tied to any one route or any one type of service. The balance of LTF funds goes to each jurisdiction for local transit programs, and for streets and roads maintenance projects. 7. TOTAL OF ALL FUNDING SOURCES – This is the total of all funding sources. It equals the amount of expenditures proposed in the budget. 8. FUNDING USES BY GENERAL CATEGORY – This is a very general breakdown by business function for administration and provision of service. 9. TOTAL FUNDING USES – Equals the amount of funding requested by RTA and is detailed in the budget 96 4/25/2012 3:38 PM 2010-2011 2011-2012 2011-2012 2012/2013 2012/2013 2012/2013 ACTUAL ADOPTED ADOPTED PROPOSED PROPOSED PROPOSED OPERATING CAPITAL OPERATING CAPITAL SLOCAT BUDGET BUDGET BUDGET BUDGET BUDGET FUNDING SOURCES: GENERAL RESERVES 1,274,172 1,264,172 - 1,223,136 - 207,203 CAPITAL PROJECTS RESERVE 227,969 - 128,479 - 350,266 - 1.ESTIMATED FUND BALANCE 1,502,141 1,264,172 128,479 1,223,136 350,266 207,203 2.LESS REQUIRED RESERVES FOR FISCAL YEAR CASH FLOW REQUIREMENTS PER TDA 897,573 1,197,504 - 1,359,421 - 207,203 CAPITAL PROJECTS RESERVE 227,969 - 128,479 - 288,479 - TOTAL 1,125,542 1,197,504 128,479 1,359,421 288,479 207,203 3.FUND BALANCE AVAILABLE 376,600 66,668 - (136,285) 61,787 - NON TDA SOURCES FARES 1,055,415 785,000 - 995,000 - 55,320 SCAT MANAGEMENT CONTRACT 72,600 77,500 - 77,500 - - COUNTY MANAGEMENT CONTRACT 175,000 175,000 - 175,000 - - COUNTY OPERATIONS 717,290 1,167,764 - - - - INTEREST 4,282 4,000 - 4,500 - 1,000 STATE TRANSIT ASSISTANCE (STA)670,650 616,305 - 271,061 443,960 118,242 PROPOSITION 1B FUNDING - SAFETY & SECURITY 61,787 - 61,787 - - - PROPOSITION 1B FUNDING - BUILDING LOAN PAYDOWN - - 191,845 - - - PROPOSITION 1B FUNDING - BUS REPLACEMENT 400,000 - 400,000 - 1,350,000 - RURAL TRANSIT FUND (Administration)25,000 25,000 - 25,000 - - RURAL TRANSIT FUND (Operating Funds)377,568 291,000 - 225,120 - - RURAL TRANSIT FUND (Capital)- - 134,000 - 174,710 - RURAL TRANSIT FUND (Building purchase)- - - - - - FEDERAL TRANSIT ADM (FTA) (Section 5307) - San Luis Obispo 527,410 300,000 60,000 340,000 100,800 - FEDERAL TRANSIT ADM (FTA) (Section 5309) - State of Good Repair - - - - 1,985,000 - FEDERAL TRANSIT ADM (FTA) (Section 5311) - Operating - 520,846 - 519,830 - - FEDERAL TRANSIT ADM (FTA) (Section 5311) - Stimulus 91,802 - - - - - FEDERAL TRANSIT ADM (FTA) (Section 5316) - JARC - 419,453 150,150 400,000 - - FEDERAL TRANSIT ADM (FTA) (Section 5317) - New Freedom 117,049 - 118,400 - - - FEDERAL TRANSIT ADM (FTA) (Section 5307-North County) - Operating 259,645 275,000 - 799,422 - - FEDERAL TRANSIT ADM (FTA) (Section 5307-Santa Maria) - Operating 201,571 204,650 - 278,734 - - CUESTA CONTRIBUTION ROUTE 12 51,871 51,871 - 61,336 - - COG UNIFORM TRANSIT GRANT 700,000 - - - - - COG ALLOCATION FOR SENIOR SHUTTLE - 70,000 - 80,000 - - SPECIAL EVENTS REVENUE/OTHER 233,907 96,163 - 99,048 - - 4.SUB TOTAL 5,742,847 5,079,552 1,116,182 4,351,550 4,054,470 174,562 5.TOTAL FUND BALANCE & NON TDA FUNDING 6,119,447 5,146,220 1,116,182 4,215,265 4,116,257 174,562 TDA REQUIRED CITY OF ARROYO GRANDE 156,256 147,942 14,471 177,456 - CITY OF ATASCADERO 260,164 242,769 23,746 292,903 - CITY OF GROVER BEACH 121,254 112,818 11,035 135,343 - CITY OF MORRO BAY 96,563 87,760 8,584 105,554 - CITY OF PASO ROBLES 273,988 255,486 24,990 306,801 - CITY OF PISMO BEACH 79,226 65,644 6,421 78,770 - CITY OF SAN LUIS OBISPO 538,609 497,683 48,681 598,269 - COUNTY OF SAN LUIS OBISPO 1,466,214 1,354,805 132,521 1,628,621 709,568 TDA REQUIREMENTS BEFORE 5311 EXCHANGE 2,992,273 2,764,908 270,450 3,323,717 - 709,568 LESS: RURAL TRANSIT FUND/5311 EXCHANGE (568,322) (520,846) - (519,830) - - 6.NET TDA REQUIREMENTS 2,423,951 2,244,062 270,450 2,803,887 - 709,568 7.TOTAL FUNDING SOURCES 8,543,398 7,390,281 1,386,632 7,019,152 4,116,257 884,130 8.FUNDING USES: ADMINISTRATION 1,451,566 1,287,912 - 1,312,406 - 27,350 INTEREST EXPENSE 189,415 225,000 - 168,585 - - MANAGEMENT CONTRACTS 247,600 252,500 - 77,500 - 175,000 SERVICE DELIVERY 4,645,705 5,524,870 - 5,360,661 - 681,780 CAPITAL 1,367,134 - 1,194,787 - 3,807,995 - LOAN PAYDOWN 597,948 - 191,845 - 308,262 - CONTINGENCY 7,082 100,000 - 100,000 - - 9.TOTAL FUNDING USES 8,506,450 7,390,281 1,386,632 7,019,152 4,116,257 884,130 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY PROPOSED BUDGET FOR 2012/2013 Population Based 18% 49% B-1-12 97 4/25/2012 3:38 PM 2010-2011 2011-2012 2012/2013 2012/2013 ACTUAL ADOPTED PROPOSED PROPOSED OPERATING OPERATING SLOCAT BUDGET BUDGET BUDGET FUNDING SOURCES: GENERAL RESERVES 1,274,172 1,264,172 1,223,136 205,888 1.ESTIMATED FUND BALANCE 1,274,172 1,264,172 1,223,136 205,888 2.LESS REQUIRED RESERVES FOR FISCAL YEAR CASH FLOW REQUIREMENTS PER TDA 897,573 1,197,504 1,359,421 205,888 TOTAL 897,573 1,197,504 1,359,421 205,888 3.FUND BALANCE AVAILABLE 376,600 66,668 (136,285) - NON TDA SOURCES FARES 1,055,415 785,000 995,000 60,580 SCAT MANAGEMENT CONTRACT 72,600 77,500 77,500 - COUNTY MANAGEMENT CONTRACT 175,000 175,000 175,000 - COUNTY OPERATIONS 717,290 1,167,764 - - INTEREST 4,282 4,000 4,500 1,000 STATE TRANSIT ASSISTANCE (STA)164,419 616,305 271,061 - RURAL TRANSIT FUND (Administration)25,000 25,000 25,000 - RURAL TRANSIT FUND (Operating Funds)377,568 291,000 225,120 - FEDERAL TRANSIT ADM (FTA) (Section 5307) - San Luis Obispo 377,410 300,000 340,000 - FEDERAL TRANSIT ADM (FTA) (Section 5311) - Operating - 520,846 519,830 - FEDERAL TRANSIT ADM (FTA) (Section 5316) - JARC - 419,453 400,000 - FEDERAL TRANSIT ADM (FTA) (Section 5307-North County) - Operating 259,645 275,000 799,422 - FEDERAL TRANSIT ADM (FTA) (Section 5307-Santa Maria) - Operating 201,571 204,650 278,734 - CUESTA CONTRIBUTION ROUTE 12 51,871 45,368 61,336 - COG ALLOCATION FOR SENIOR SHUTTLE - 70,000 80,000 - SPECIAL EVENTS REVENUE/OTHER 233,907 96,163 99,048 - 4.SUB TOTAL 3,715,978 5,073,049 4,351,550 61,580 5.TOTAL FUND BALANCE & NON TDA FUNDING 4,092,578 5,139,717 4,215,265 61,580 TDA REQUIRED CITY OF ARROYO GRANDE 156,256 148,290 177,456 - CITY OF ATASCADERO 260,164 243,340 292,903 - CITY OF GROVER BEACH 121,254 113,083 135,343 - CITY OF MORRO BAY 96,563 87,967 105,554 - CITY OF PASO ROBLES 273,988 256,087 306,801 - CITY OF PISMO BEACH 79,226 65,799 78,770 - CITY OF SAN LUIS OBISPO 538,609 498,854 598,269 - COUNTY OF SAN LUIS OBISPO 1,466,214 1,357,991 1,628,621 709,568 TDA REQUIREMENTS BEFORE 5311 EXCHANGE 2,992,273 2,771,411 3,323,717 709,568 LESS: RURAL TRANSIT FUND/5311 EXCHANGE (568,322) (520,846) (519,830) - 6.NET TDA REQUIREMENTS 2,423,951 2,250,565 2,803,887 709,568 7.TOTAL FUNDING SOURCES 6,516,529 7,390,281 7,019,152 771,148 8.FUNDING USES: ADMINISTRATION 1,451,566 1,287,912 1,312,406 27,350 INTEREST EXPENSE 189,415 225,000 168,585 - MANAGEMENT CONTRACTS 247,600 252,500 77,500 175,000 SERVICE DELIVERY 4,645,705 5,524,870 5,360,661 681,780 CONTINGENCY 7,082 100,000 100,000 - 9.TOTAL FUNDING USES 6,541,368 7,390,281 7,019,152 884,130 PROPOSED OPERATING BUDGET FOR 2012/2013 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY Population Based 18% 49% B-1-13 98 4/25/2012 3:38 PM 2010-2011 2011-2012 2012/2013 2012/2013 ACTUAL ADOPTED PROPOSED PROPOSED CAPITAL CAPITAL SLOCAT BUDGET BUDGET BUDGET FUNDING SOURCES: CAPITAL PROJECTS RESERVE 227,969 128,479 288,479 - 1.ESTIMATED FUND BALANCE 1,502,141 128,479 288,479 - 2.LESS REQUIRED RESERVES FOR FISCAL YEAR CAPITAL PROJECTS RESERVE 227,969 128,479 288,479 - TOTAL 227,969 128,479 288,479 - 3.FUND BALANCE AVAILABLE - - - - NON TDA SOURCES STATE TRANSIT ASSISTANCE (STA)506,231 - 443,960 - PROPOSITION 1B FUNDING - SAFETY & SECURITY 61,787 61,787 61,787 - PROPOSITION 1B FUNDING - BUILDING LOAN PAYDOWN - 191,845 - - PROPOSITION 1B FUNDING - BUS REPLACEMENT 400,000 400,000 1,350,000 - RURAL TRANSIT FUND (Capital)- 134,000 174,710 - FEDERAL TRANSIT ADM (FTA) (Section 5307) - San Luis Obispo 150,000 60,000 100,800 - FEDERAL TRANSIT ADM (FTA) (Section 5309) - State of Good Repair - - 1,985,000 - FEDERAL TRANSIT ADM (FTA) (Section 5311) - Stimulus 91,802 - - - FEDERAL TRANSIT ADM (FTA) (Section 5316) - JARC - 150,150 - - FEDERAL TRANSIT ADM (FTA) (Section 5317) - New Freedom 117,049 118,400 - - COG UNIFORM TRANSIT GRANT 700,000 - - - 4.SUB TOTAL 2,026,869 1,116,182 4,116,257 - 5.TOTAL FUND BALANCE & NON TDA FUNDING 2,026,869 1,116,182 4,116,257 - TDA REQUIRED CITY OF ARROYO GRANDE - 14,471 - CITY OF ATASCADERO - 23,746 - CITY OF GROVER BEACH - 11,035 - CITY OF MORRO BAY - 8,584 - CITY OF PASO ROBLES - 24,990 - CITY OF PISMO BEACH - 6,421 - CITY OF SAN LUIS OBISPO - 48,681 - COUNTY OF SAN LUIS OBISPO - 132,521 - TDA REQUIREMENTS BEFORE 5311 EXCHANGE - 270,450 - - LESS: RURAL TRANSIT FUND/5311 EXCHANGE - - - - 6.NET TDA REQUIREMENTS - 270,450 - - 7.TOTAL FUNDING SOURCES 2,026,869 1,386,632 4,116,257 - 8.FUNDING USES: CAPITAL 1,367,134 1,194,787 3,807,995 - LOAN PAYDOWN 597,948 191,845 308,262 - 9.TOTAL FUNDING USES 1,965,082 1,386,632 4,116,257 - SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY PROPOSED CAPITAL BUDGET FOR 2012/2013 Population Based 18% 49% B-1-14 99 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY Adopted Proposed Operating Operating Actual Budget Budget FY 2010-11 FY 2011-12 FY 2012-13 Hours 52,563 59,614 61,187 Miles 1,383,887 1,502,277 1,554,777 Administration: Labor operations cost 668,587 714,189 736,692 Labor - Administration Workers Comp operations cost 19,719 28,439 33,081 Office Space Rental operations cost 402,018 404,028 401,278 Property Insurance operations cost 9,513 12,650 13,000 Professional Technical Services operations cost 78,137 105,500 127,520 Professional Development operations cost - 10,000 10,000 Operating Expense operations cost 188,690 185,605 190,685 Marketing and Reproduction hourly 30,284 80,000 80,000 County Management Contract operations cost (175,000)(175,000)(175,000) SCAT Management Contract operations cost (72,600)(77,500)(77,500) Total Administration 1,149,348 1,287,912 1,339,756 Service Delivery: Labor - Operations hourly 2,271,815 2,419,945 2,606,717 Labor - Operations Workers Comp hourly 110,617 159,537 185,537 Labor - Maintenance hourly 564,113 649,954 654,862 Labor - Maintenance Workers Comp hourly 34,780 50,161 58,336 Fuel miles 1,064,912 1,203,605 1,434,884 Insurance miles 156,821 256,878 276,335 Special Transportation (includes Senior Vans, Lucky Bucks, etc)n/a 76,132 82,700 79,925 Avila Trolley n/a 48,352 60,000 66,100 Senior Shuttle n/a 72,690 70,000 80,000 Maintenance (parts, supplies, materials)miles 403,559 421,900 475,461 Maintenance Contract Costs miles 144,132 150,190 124,283 Total Operations 4,947,923 5,524,870 6,042,441 Contingency hourly 7,082 100,000 100,000 Interest Expense operations cost 189,415 225,000 168,585 Management Contracts 247,600 252,500 252,500 TOTAL FUNDING USES 6,541,368 7,390,281 7,903,282 Administration and Service Delivery B-1-15 100 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY Adopted Local Proposed Capital Grant Match Capital Actual Budget Funding Funding Budget FY 2010-11 FY 2011-12 FY 2011-12 FY 2011-12 FY 2012-13 Capital/Studies: Computer System Maintenance/Upgrades - 4,700 2,350 2,350 6,678 Miscellaneous Capital - 60,150 43,145 17,005 - Automatic Ticket Machine - - - 69,000 Transmission Jack - - - - 7,480 Wheel Alignment Tool - - - - 1,430 Opacity Tester - - - - 6,820 Coolant Flush Machine - - - - 4,290 Camera System - 61,787 61,787 - 61,787 Bus Stop Improvements 112,834 - - - - Bus Rehabilitation - 100,000 - 100,000 100,000 Bus Procurement Reserve - 160,000 88,505 71,495 - Electronic Farebox/RouteMatch Dispatching Software 192,507 - - - - Vehicles 1,061,793 - - - - North Coast Connector (Two Small Buses)- 185,150 150,150 35,000 - Seven 40' Coaches (One 40' Coach)- 400,000 400,000 - 3,326,000 Five Low Floor Runabout Vans (Three Runabout Vehicles)- 223,000 178,400 44,600 224,510 Total Capital Outlay 1,367,134 1,194,787 924,337 270,450 3,807,995 Loan Paydown 597,948 191,845 191,845 - 308,262 TOTAL FUNDING USES 1,965,082 1,386,632 1,116,182 270,450 4,116,257 Capital Expenditures B-1-16 101 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY Adopted Adopted Projected Projected Operating Capital Operating Capital Budget Budget Budget Budget FY 2011-12 FY 2011-12 FY 2012-13 FY 2012-13 Hours 9,855 9,277 Miles 286,021 281,589 Administration: Labor operations cost Labor - Administration Workers Comp operations cost Office Space Rental operations cost Property Insurance operations cost Professional Technical Services operations cost Professional Development operations cost Operating Expense operations cost Marketing and Reproduction operations cost County Management Contract operations cost SCAT Management Contract operations cost Total Administration (Net of Contracts)176,552 - 180,775 Service Delivery: Labor - Operations hourly 318,548 355,240 Labor - Operations Workers Comp hourly 22,086 25,285 Labor - Maintenance hourly 85,436 89,244 Labor - Maintenance Workers Comp hourly 6,944 7,950 Fuel miles 214,899 244,663 Insurance miles 36,541 46,274 Special Transportation (includes Senior Vans, Lucky Bucks, etc)n/a - - Avila Trolley n/a - - Senior Shuttle n/a - - Maintenance (parts, supplies, materials)miles 69,742 77,398 Maintenance Contract Costs miles 24,827 20,231 Total Operations 779,023 - 866,286 - Capital/Studies: Computer System Maintenance/Upgrades hourly 790 1,030 Miscellaneous Capital hourly 10,113 - Automatic Ticket Machine hourly - 10,645 Transmission Jack hourly - 1,154 Wheel Alignment Tool hourly - 221 Opacity Tester hourly - 1,052 Coolant Flush Machine hourly - 662 Camera System hourly 10,388 15,579 Bus Rehabilitation hourly 27,415 25,214 Bus Procurement Reserve hourly 43,865 - Vehicles hourly North Coast Connector (Two Small Buses)hourly - - Seven 40' Coaches (One 40' Coach)hourly 109,662 838,622 Five Low Floor Runabout Vans (Three Runabout Vehicles)hourly - - Total Capital Outlay - 202,233 - 894,179 Contingency hourly 17,682 - 15,427 - Interest Expense operations cost 43,765 - 28,242 - TOTAL FUNDING USES 1,017,022 202,233 1,090,730 894,179 Route 9 - Monday through Friday B-1-17 102 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY Adopted Adopted Projected Projected Operating Capital Operating Capital Budget Budget Budget Budget FY 2011-12 FY 2011-12 FY 2012-13 FY 2012-13 Hours 512 714 Miles 14,585 20,204 Administration: Labor operations cost Labor - Administration Workers Comp operations cost Office Space Rental operations cost Property Insurance operations cost Professional Technical Services operations cost Professional Development operations cost Operating Expense operations cost Marketing and Reproduction operations cost County Management Contract operations cost SCAT Management Contract operations cost Total Administration (Net of Contracts)9,100 - 13,489 Service Delivery: Labor - Operations hourly 16,540 27,336 Labor - Operations Workers Comp hourly 1,147 1,946 Labor - Maintenance hourly 4,436 6,867 Labor - Maintenance Workers Comp hourly 361 612 Fuel miles 10,958 17,555 Insurance miles 1,897 3,320 Special Transportation (includes Senior Vans, Lucky Bucks, etc)n/a - - Avila Trolley n/a - - Senior Shuttle n/a - - Maintenance (parts, supplies, materials)hourly 3,621 5,553 Maintenance Contract Costs hourly 1,289 1,452 Total Operations 40,249 - 64,640 - Capital/Studies: Computer System Maintenance/Upgrades hourly 41 79 Miscellaneous Capital hourly 525 - Automatic Ticket Machine hourly - 819 Transmission Jack hourly - 89 Wheel Alignment Tool hourly - 17 Opacity Tester hourly - 81 Coolant Flush Machine hourly - 51 Camera System hourly 539 1,199 Bus Rehabilitation hourly 1,424 1,940 Bus Procurement Reserve hourly 2,278 - Vehicles hourly North Coast Connector (Two Small Buses)hourly - - Seven 40' Coaches (One 40' Coach)hourly 5,694 64,531 Five Low Floor Runabout Vans (Three Runabout Vehicles)hourly - - Total Capital Outlay - 10,501 - 68,807 Contingency hourly 982 - 1,187 - Interest Expense operations cost 2,414 - 2,107 - TOTAL FUNDING USES 52,744 10,501 81,423 68,807 Route 9 - Saturday B-1-18 103 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY Adopted Adopted Projected Projected Operating Capital Operating Capital Budget Budget Budget Budget FY 2011-12 FY 2011-12 FY 2012-13 FY 2012-13 Hours 420 399 Miles 12,165 12,048 Administration: Labor operations cost Labor - Administration Workers Comp operations cost Office Space Rental operations cost Property Insurance operations cost Professional Technical Services operations cost Professional Development operations cost Operating Expense operations cost Marketing and Reproduction operations cost County Management Contract operations cost SCAT Management Contract operations cost Total Administration (Net of Contracts)7,520 - 7,758 Service Delivery: Labor - Operations hourly 13,582 15,282 Labor - Operations Workers Comp hourly 942 1,088 Labor - Maintenance hourly 3,643 3,839 Labor - Maintenance Workers Comp hourly 296 342 Fuel miles 9,140 10,468 Insurance miles 1,558 1,980 Special Transportation (includes Senior Vans, Lucky Bucks, etc)n/a - - Avila Trolley n/a - - Senior Shuttle n/a - - Maintenance (parts, supplies, materials)miles 2,974 3,312 Maintenance Contract Costs miles 1,059 866 Total Operations 33,191 - 37,176 - Capital/Studies: Computer System Maintenance/Upgrades hourly 34 44 Miscellaneous Capital hourly 431 - Automatic Ticket Machine hourly - 458 Transmission Jack hourly - 50 Wheel Alignment Tool hourly - 9 Opacity Tester hourly - 45 Coolant Flush Machine hourly - 28 Camera System hourly 443 670 Bus Rehabilitation hourly 1,169 1,085 Bus Procurement Reserve hourly 1,870 - Vehicles hourly North Coast Connector (Two Small Buses)hourly - - Seven 40' Coaches (One 40' Coach)hourly 4,676 36,076 Five Low Floor Runabout Vans (Three Runabout Vehicles)hourly - - Total Capital Outlay - 8,622 - 38,466 Contingency hourly - - 664 - Interest Expense operations cost 2,095 - 1,212 - TOTAL FUNDING USES 42,806 8,622 46,809 38,466 Route 9 - Sunday B-1-19 104 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY Adopted Adopted Projected Projected Operating Capital Operating Capital Budget Budget Budget Budget FY 2011-12 FY 2011-12 FY 2012-13 FY 2012-13 Hours 11,298 9,622 Miles 351,247 329,030 Administration: Labor operations cost Labor - Administration Workers Comp operations cost Office Space Rental operations cost Property Insurance operations cost Professional Technical Services operations cost Professional Development operations cost Operating Expense operations cost Marketing and Reproduction operations cost County Management Contract operations cost SCAT Management Contract operations cost Total Administration (Net of Contracts)208,363 - 198,144 Service Delivery: Labor - Operations hourly 365,208 368,454 Labor - Operations Workers Comp hourly 25,321 26,225 Labor - Maintenance hourly 97,950 92,563 Labor - Maintenance Workers Comp hourly 7,961 8,246 Fuel miles 263,906 285,884 Insurance miles 41,894 54,071 Special Transportation (includes Senior Vans, Lucky Bucks, etc)n/a - - Avila Trolley n/a - - Senior Shuttle n/a - - Maintenance (parts, supplies, materials)miles 79,958 90,438 Maintenance Contract Costs miles 28,464 23,640 Total Operations 910,662 - 949,520 - Capital/Studies: Computer System Maintenance/Upgrades hourly 906 1,069 Miscellaneous Capital hourly 11,594 - Automatic Ticket Machine hourly - 11,041 Transmission Jack hourly - 1,197 Wheel Alignment Tool hourly - 229 Opacity Tester hourly - 1,091 Coolant Flush Machine hourly - 686 Camera System hourly 11,910 16,159 Bus Rehabilitation hourly 31,431 26,152 Bus Procurement Reserve hourly 50,290 - Vehicles hourly North Coast Connector (Two Small Buses)hourly - - Seven 40' Coaches (One 40' Coach)hourly 125,725 869,816 Five Low Floor Runabout Vans (Three Runabout Vehicles)hourly - - Total Capital Outlay - 231,856 - 927,440 Contingency hourly 20,449 - 16,001 - Interest Expense operations cost 51,829 - 30,956 - TOTAL FUNDING USES 1,191,303 231,856 1,194,621 927,440 Route 10 - Monday through Friday B-1-20 105 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY Adopted Adopted Projected Projected Operating Capital Operating Capital Budget Budget Budget Budget FY 2011-12 FY 2011-12 FY 2012-13 FY 2012-13 Hours 530 666 Miles 16,524 19,284 Administration: Labor operations cost Labor - Administration Workers Comp operations cost Office Space Rental operations cost Property Insurance operations cost Professional Technical Services operations cost Professional Development operations cost Operating Expense operations cost Marketing and Reproduction operations cost County Management Contract operations cost SCAT Management Contract operations cost Total Administration (Net of Contracts)9,791 - 12,711 Service Delivery: Labor - Operations hourly 17,145 25,507 Labor - Operations Workers Comp hourly 1,189 1,816 Labor - Maintenance hourly 4,598 6,408 Labor - Maintenance Workers Comp hourly 374 571 Fuel miles 12,415 16,755 Insurance miles 1,967 3,169 Special Transportation (includes Senior Vans, Lucky Bucks, etc)n/a - - Avila Trolley n/a - - Senior Shuttle n/a - - Maintenance (parts, supplies, materials)miles 3,754 5,300 Maintenance Contract Costs miles 1,336 1,386 Total Operations 42,777 - 60,912 - Capital/Studies: Computer System Maintenance/Upgrades hourly 43 74 Miscellaneous Capital hourly 544 - Automatic Ticket Machine hourly - 764 Transmission Jack hourly - 83 Wheel Alignment Tool hourly - 16 Opacity Tester hourly - 76 Coolant Flush Machine hourly - 48 Camera System hourly 559 1,119 Bus Rehabilitation hourly 1,476 1,810 Bus Procurement Reserve hourly 2,361 - Vehicles hourly North Coast Connector (Two Small Buses)hourly - - Seven 40' Coaches (One 40' Coach)hourly 5,902 60,216 Five Low Floor Runabout Vans (Three Runabout Vehicles)hourly - - Total Capital Outlay - 10,885 - 64,205 Contingency hourly 1,017 - 1,108 - Interest Expense operations cost 2,575 - 1,986 - TOTAL FUNDING USES 56,161 10,885 76,717 64,205 Route 10 - Saturday B-1-21 106 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY Adopted Adopted Projected Projected Operating Capital Operating Capital Budget Budget Budget Budget FY 2011-12 FY 2011-12 FY 2012-13 FY 2012-13 Hours 421 364 Miles 13,137 11,376 Administration: Labor operations cost Labor - Administration Workers Comp operations cost Office Space Rental operations cost Property Insurance operations cost Professional Technical Services operations cost Professional Development operations cost Operating Expense operations cost Marketing and Reproduction operations cost County Management Contract operations cost SCAT Management Contract operations cost Total Administration (Net of Contracts)7,778 - 7,186 - Service Delivery: Labor - Operations hourly 13,615 13,933 Labor - Operations Workers Comp hourly 944 992 Labor - Maintenance hourly 3,652 3,500 Labor - Maintenance Workers Comp hourly 297 312 Fuel miles 9,870 9,884 Insurance miles 1,562 1,869 Special Transportation (includes Senior Vans, Lucky Bucks, etc)n/a - - Avila Trolley n/a - - Senior Shuttle n/a - - Maintenance (parts, supplies, materials)miles 2,981 3,127 Maintenance Contract Costs miles 1,061 817 Total Operations 33,982 - 34,434 - Capital/Studies: Computer System Maintenance/Upgrades hourly 34 40 Miscellaneous Capital hourly 432 - Automatic Ticket Machine hourly - 417 Transmission Jack hourly - 45 Wheel Alignment Tool hourly - 9 Opacity Tester hourly - 41 Coolant Flush Machine hourly - 26 Camera System hourly 444 611 Bus Rehabilitation hourly 1,172 989 Bus Procurement Reserve hourly 1,875 - Vehicles hourly North Coast Connector (Two Small Buses)hourly - - Seven 40' Coaches (One 40' Coach)hourly 4,687 32,891 Five Low Floor Runabout Vans (Three Runabout Vehicles)hourly - - Total Capital Outlay - 8,644 - 35,070 Contingency hourly - - 605 - Interest Expense operations cost 2,152 - 1,123 - TOTAL FUNDING USES 43,912 8,644 43,348 35,070 Route 10 - Sunday B-1-22 107 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY Adopted Adopted Projected Projected Operating Capital Operating Capital Budget Budget Budget Budget FY 2011-12 FY 2011-12 FY 2012-13 FY 2012-13 Hours 11,533 13,321 Miles 311,228 294,765 Administration: Labor operations cost Labor - Administration Workers Comp operations cost Office Space Rental operations cost Property Insurance operations cost Professional Technical Services operations cost Professional Development operations cost Operating Expense operations cost Marketing and Reproduction operations cost County Management Contract operations cost SCAT Management Contract operations cost Total Administration (Net of Contracts)200,631 - 228,019 - Service Delivery: Labor - Operations hourly 372,811 510,073 Labor - Operations Workers Comp hourly 25,848 36,305 Labor - Maintenance hourly 99,990 128,141 Labor - Maintenance Workers Comp hourly 8,127 11,415 Fuel miles 233,838 256,111 Insurance miles 42,766 48,440 Special Transportation (includes Senior Vans, Lucky Bucks, etc)n/a - - Avila Trolley n/a - - Senior Shuttle n/a - - Maintenance (parts, supplies, materials)miles 81,622 81,019 Maintenance Contract Costs miles 29,056 21,178 Total Operations 894,058 - 1,092,683 - Capital/Studies: Computer System Maintenance/Upgrades hourly 925 1,479 Miscellaneous Capital hourly 11,835 - Automatic Ticket Machine hourly - 15,284 Transmission Jack hourly - 1,657 Wheel Alignment Tool hourly - 317 Opacity Tester hourly - 1,511 Coolant Flush Machine hourly - 950 Camera System hourly 12,157 22,369 Bus Rehabilitation hourly 32,086 36,204 Bus Procurement Reserve hourly 51,337 - Vehicles hourly North Coast Connector (Two Small Buses)hourly 185,150 - Seven 40' Coaches (One 40' Coach)hourly 128,342 1,204,139 Five Low Floor Runabout Vans (Three Runabout Vehicles)hourly - - Total Capital Outlay - 421,833 - 1,283,911 Contingency hourly 16,968 - 22,151 - Interest Expense operations cost 40,500 - 35,623 - TOTAL FUNDING USES 1,152,158 421,833 1,378,476 1,283,911 Route 11-15 - Monday through Friday B-1-23 108 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY Adopted Adopted Projected Projected Operating Capital Operating Capital Budget Budget Budget Budget FY 2011-12 FY 2011-12 FY 2012-13 FY 2012-13 Hours 768 1,371 Miles 25,398 30,540 Administration: Labor operations cost Labor - Administration Workers Comp operations cost Office Space Rental operations cost Property Insurance operations cost Professional Technical Services operations cost Professional Development operations cost Operating Expense operations cost Marketing and Reproduction operations cost County Management Contract operations cost SCAT Management Contract operations cost Total Administration (Net of Contracts)14,546 - 23,521 - Service Delivery: Labor - Operations hourly 24,810 52,479 Labor - Operations Workers Comp hourly 1,720 3,735 Labor - Maintenance hourly 6,654 13,184 Labor - Maintenance Workers Comp hourly 541 1,174 Fuel miles 19,083 26,535 Insurance miles 2,846 5,019 Special Transportation (includes Senior Vans, Lucky Bucks, etc)n/a - - Avila Trolley n/a - - Senior Shuttle n/a - - Maintenance (parts, supplies, materials)miles 5,432 8,394 Maintenance Contract Costs miles 1,934 2,194 Total Operations 63,020 - 112,715 - Capital/Studies: Computer System Maintenance/Upgrades hourly 62 152 Miscellaneous Capital hourly 788 - Automatic Ticket Machine hourly - 1,573 Transmission Jack hourly - 170 Wheel Alignment Tool hourly - 33 Opacity Tester hourly - 155 Coolant Flush Machine hourly - 98 Camera System hourly 809 2,301 Bus Rehabilitation hourly 2,135 3,725 Bus Procurement Reserve hourly 3,416 - Vehicles hourly North Coast Connector (Two Small Buses)hourly - - Seven 40' Coaches (One 40' Coach)hourly 8,541 123,889 Five Low Floor Runabout Vans (Three Runabout Vehicles)hourly - - Total Capital Outlay - 15,751 - 132,096 Contingency hourly 1,472 - 2,279 - Interest Expense operations cost 3,805 - 3,675 - TOTAL FUNDING USES 82,843 15,751 142,190 132,096 Route 15 - Saturday B-1-24 109 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY Adopted Adopted Projected Projected Operating Capital Operating Capital Budget Budget Budget Budget FY 2011-12 FY 2011-12 FY 2012-13 FY 2012-13 Hours 608 1,060 Miles 20,002 25,315 Administration: Labor operations cost Labor - Administration Workers Comp operations cost Office Space Rental operations cost Property Insurance operations cost Professional Technical Services operations cost Professional Development operations cost Operating Expense operations cost Marketing and Reproduction operations cost County Management Contract operations cost SCAT Management Contract operations cost Total Administration (Net of Contracts)11,497 - 18,680 - Service Delivery: Labor - Operations hourly 19,667 40,589 Labor - Operations Workers Comp hourly 1,364 2,889 Labor - Maintenance hourly 5,275 10,197 Labor - Maintenance Workers Comp hourly 429 908 Fuel miles 15,028 21,995 Insurance miles 2,256 4,160 Special Transportation (includes Senior Vans, Lucky Bucks, etc)n/a - - Avila Trolley n/a - - Senior Shuttle n/a - - Maintenance (parts, supplies, materials)miles 4,306 6,958 Maintenance Contract Costs miles 1,533 1,819 Total Operations 49,857 - 89,515 - Capital/Studies: Computer System Maintenance/Upgrades hourly 49 118 Miscellaneous Capital hourly 624 - Automatic Ticket Machine hourly - 1,216 Transmission Jack hourly - 132 Wheel Alignment Tool hourly - 25 Opacity Tester hourly - 120 Coolant Flush Machine hourly - 76 Camera System hourly 641 1,780 Bus Rehabilitation hourly 1,693 2,881 Bus Procurement Reserve hourly 2,708 - Vehicles hourly North Coast Connector (Two Small Buses)hourly - - Seven 40' Coaches (One 40' Coach)hourly 6,770 95,819 Five Low Floor Runabout Vans (Three Runabout Vehicles)hourly - - Total Capital Outlay - 12,485 - 102,167 Contingency hourly - - 1,763 - Interest Expense operations cost 3,164 - 2,918 - TOTAL FUNDING USES 64,518 12,485 112,876 102,167 Route 15 - Sunday B-1-25 110 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY Adopted Adopted Projected Projected Operating Capital Operating Capital Budget Budget Budget Budget FY 2011-12 FY 2011-12 FY 2012-13 FY 2012-13 Hours 22,669 23,341 Miles 427,220 479,229 Administration: Labor operations cost Labor - Administration Workers Comp operations cost Office Space Rental operations cost Property Insurance operations cost Professional Technical Services operations cost Professional Development operations cost Operating Expense operations cost Marketing and Reproduction operations cost County Management Contract operations cost SCAT Management Contract operations cost Total Administration (Net of Contracts)347,303 - 388,814 - Service Delivery: Labor - Operations hourly 732,784 893,779 Labor - Operations Workers Comp hourly 50,806 63,616 Labor - Maintenance hourly 196,536 224,536 Labor - Maintenance Workers Comp hourly 15,974 20,002 Fuel miles 320,987 416,387 Insurance miles 84,059 78,753 Special Transportation (includes Senior Vans, Lucky Bucks, etc)n/a - - Avila Trolley n/a - - Senior Shuttle n/a - - Maintenance (parts, supplies, materials)miles 160,434 131,722 Maintenance Contract Costs miles 57,112 34,431 Total Operations 1,618,692 - 1,863,225 - Capital/Studies: Computer System Maintenance/Upgrades hourly 1,818 2,592 Miscellaneous Capital hourly 23,263 - Automatic Ticket Machine hourly - 26,782 Transmission Jack hourly - 2,903 Wheel Alignment Tool hourly - 555 Opacity Tester hourly - 2,647 Coolant Flush Machine hourly - 1,665 Camera System hourly 23,896 - Bus Rehabilitation hourly - - Bus Procurement Reserve hourly - - Vehicles hourly North Coast Connector (Two Small Buses)hourly - - Seven 40' Coaches (One 40' Coach)hourly - - Five Low Floor Runabout Vans (Three Runabout Vehicles)hourly 223,000 224,510 Total Capital Outlay - 271,977 - 261,655 Contingency hourly 41,430 - 38,815 - Interest Expense operations cost 72,701 - 60,744 - TOTAL FUNDING USES 2,080,126 271,977 2,351,598 261,655 Runabout B-1-26 111 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY Projected Projected Projected Projected Operating Capital Operating Capital Budget Budget Budget Budget FY 2011-12 FY 2011-12 FY 2012-13 FY 2012-13 Hours 1,000 1,052 Miles 24,750 51,397 Administration: Labor operations cost Labor - Administration Workers Comp operations cost Office Space Rental operations cost Property Insurance operations cost Professional Technical Services operations cost Professional Development operations cost Operating Expense operations cost Marketing and Reproduction operations cost County Management Contract operations cost SCAT Management Contract operations cost Total Administration (Net of Contracts)40,582 - 42,794 - Service Delivery: Labor - Operations hourly 32,325 40,266 Labor - Operations Workers Comp hourly 2,241 2,866 Labor - Maintenance hourly 8,670 10,116 Labor - Maintenance Workers Comp hourly 705 901 Fuel miles 18,596 44,657 Insurance miles 3,708 8,446 Special Transportation (includes Senior Vans, Lucky Bucks, etc)n/a - - Avila Trolley n/a - - Senior Shuttle n/a 70,000 80,000 Maintenance (parts, supplies, materials)miles 7,077 14,127 Maintenance Contract Costs miles 2,519 3,693 Total Operations 145,841 - 205,072 - Capital/Studies: Computer System Maintenance/Upgrades hourly Miscellaneous Capital hourly Automatic Ticket Machine hourly Transmission Jack hourly Wheel Alignment Tool hourly Opacity Tester hourly Coolant Flush Machine hourly Camera System hourly Bus Rehabilitation hourly Bus Procurement Reserve hourly Vehicles hourly North Coast Connector (Two Small Buses)hourly Seven 40' Coaches (One 40' Coach)hourly Five Low Floor Runabout Vans (Three Runabout Vehicles)hourly Total Capital Outlay - - - - Contingency hourly - - - - Interest Expense operations cost - - - - TOTAL FUNDING USES 186,423 - 247,866 - Special Events B-1-27 112 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY Adopted Adopted Projected Projected Operating Capital Operating Capital Budget Budget Budget Budget FY 2011-12 FY 2011-12 FY 2012-13 FY 2012-13 Administration: Labor operations cost Labor - Administration Workers Comp operations cost Office Space Rental operations cost Property Insurance operations cost Professional Technical Services operations cost Professional Development operations cost Operating Expense operations cost Marketing and Reproduction operations cost County Management Contract operations cost SCAT Management Contract operations cost Total Administration (Net of Contracts)288,329 217,866 Operations: Labor - Operations hourly 393,320 263,780 Labor - Operations Workers Comp hourly 25,930 18,775 Labor - Maintenance hourly 105,639 66,267 Labor - Maintenance Workers Comp hourly 8,153 5,903 Fuel miles 74,885 83,990 Insurance miles 35,825 20,834 Special Transportation (includes Senior Vans, Lucky Bucks, etc)n/a 82,700 79,925 Avila Trolley n/a 60,000 66,100 Senior Shuttle n/a - - Maintenance (parts, supplies, materials)miles 68,573 48,113 Maintenance Contract Costs miles 24,411 12,577 Total Operations 879,435 - 666,264 - Capital/Studies: Computer System Maintenance/Upgrades hourly Miscellaneous Capital hourly Automatic Ticket Machine hourly Transmission Jack hourly Wheel Alignment Tool hourly Opacity Tester hourly Coolant Flush Machine hourly Camera System hourly Bus Stop Improvements hourly Bus Rehabilitation hourly Bus Procurement Reserve hourly Electronic Farebox/RouteMatch Dispatching Software hourly Vehicles hourly North Coast Connector (Two Small Buses)hourly Seven 40' Coaches (One 40' Coach)hourly Five Low Floor Runabout Vans (Three Runabout Vehicles)hourly Total Capital Outlay - - - - Contingency hourly - - - - Interest Expense operations cost - - - - TOTAL FUNDING USES 1,167,764 - 884,130 - County Services B-1-28 113 B-2-1 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY May 2, 2012 STAFF REPORT AGENDA ITEM: B-2 TOPIC: RTA Charter Services Policy and Procedures ACTION: Review and Approve PRESENTED BY: Geoff Straw Executive Director STAFF RECOMMENDATION: Approve Policy and Procedures document, which permit RTA to operate regionally significant special services that comply with the FTA Charter Services; Final Rule requirements. RTAC RECOMMENDATION: Presented as part of the RTAC Executive Director Report on April 18, 2012 BACKGROUND/DISCUSSION: On January 14, 2008, the Federal Transit Administration published the Charter Service; Final Rule (Final Rule) document in the Federal Register, which became effective on April 30, 2008. The purpose of the Final Rule is to protect private charter operators from unauthorized competition from recipients of Federal financial assistance under Federal Transit Laws. RTA staff developed the attached proposed charter services policy and procedures to comply with the Final Rule, and to direct actions that staff must take to ensure compliance. RTA is proposing to operate charter services based on two types of exceptions that are permitted under the Final Rule, as follows: 1. Government officials on official government business – Up to 80 hours of charter service annually can be provided. An example would be transporting the Planning Commission to a site as part of a field visit/review. 2. Regionally-significant services in the public interest – Unlike the government officials exception presented above, these types of services require waivers from the FTA Administrator. Under the exception presented under number two above, the RTA Board would annually consider those events that are regionally significant and in the public’s interest, and then RTA staff would petition the FTA Administrator for each individual event. Any requests received outside the annual consideration process would be presented at the next scheduled RTA Board meeting. RTA staff would reach out to private charter 114 B-2-2 operators in the region to determine if any partnering opportunities exist, and provide that information as part of the petition process. RTA staff will present a draft list of proposed regionally significant charter service events at the July 2012 Board meeting. A copy of the draft list will be provided to charter operators that serve San Luis Obispo county (those companies must have registered on the FTA Charter website), along with an invitation to provide input on the draft list. RTA staff will also present a recommended hourly rate and a corresponding per mile rate for FY13. For subsequent fiscal years, the proposed list and hourly and per mile rates would be presented at the same time that the annual budget package is presented. 115 B-2-3 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY POLICIES & PROCEDURES FOR CHARTER SERVICES May 2012 ARTICLE I, PURPOSE The purpose of this document is to establish the San Luis Obispo Regional Transit Authority (RTA) policy and procedures governing the operation of charter bus service incidental to normal public transit services. Specifically, the purpose of this policy is to implement 49 U.S.C. 5323(d), which protects private charter operators from unauthorized competition from recipients of Federal financial assistance under Federal Transit Laws. ARTICLE II, BACKGROUND The RTA is the intercity fixed route and demand response public transit service provider in San Luis Obispo County. RTA is a qualified Federal Transit Administration grantee, and works closely with the San Luis Obispo Council of Governments to plan for Federally-funded public transit services in the region. RTA’s role as a public agency is to treat all citizens, groups, and political jurisdictions equally. Consequently, pricing of all charter services must be determined on a uniform basis. Additionally, RTA must certify compliance with Federal charter service regulations as part of its annual Certifications and Assurances to the FTA. RTA is governed by its 12-member Board of Directors, comprised of the five San Luis Obispo County Supervisors and the mayors of Arroyo Grande, Atascadero, Grover Beach, Morro Bay, Paso Robles, Pismo Beach and San Luis Obispo. The Board is charged with budget-making and policy development responsibilities. ARTICLE III, DEFINITIONS 1. ‘‘Federal Transit Laws’’ means 49 U.S.C. 5301 et seq., and includes 23 U.S.C. 103(e)(4), 142(a), and 142(c), when used to provide assistance to public transit agencies for purchasing buses and vans. 2. “Administrator” means the Administrator of the Federal Transit Administration or his or her designee. 3. ‘‘Charter service’’ means: a. Transportation provided by an FTA grantee at the request of a third party for the exclusive use of a bus or van for a negotiated price. The following features may be characteristic of charter service: i. A third party pays the transit provider a negotiated price for the group; 116 B-2-4 ii. Any fares charged to individual members of the group are retained by a third party; iii. The service is not part of the public transit provider’s regularly scheduled service, or is offered for a limited period of time; or iv. A third party determines the origin and destination of the trip as well as scheduling; or b. Transportation provided by an FTA grantee to the public for events or functions that occur on an irregular basis or for a limited duration and: i. A premium fare is charged that is greater than the usual or customary fixed route fare; or ii. The service is paid for in whole or in part by a third party. 4. ‘‘Charter service hours’’ means total hours operated by buses or vans while in charter service including: a. Hours operated while carrying passengers for hire, plus b. Associated deadhead hours. 5. ‘‘Charter service miles” means total miles operated by buses or vans while in charter service including: a. Miles operated while carrying passengers for hire, plus b. Associated deadhead miles. 6. ‘‘Exclusive’’ means service that a reasonable person would conclude is intended to exclude members of the public. 7. ‘‘Registered charter provider’’ means a private charter operator that has registered on FTA’s charter registration Web site to provide charter service in the RTA service area. 8. ‘‘Registration list’’ means the current list of registered charter providers and qualified human service organizations maintained on FTA’s charter registration Web site. 117 B-2-5 ARTICLE IV, EXCEPTIONS The purpose of this subpart is to identify the limited exceptions under which RTA may provide community-based charter services. Although the FTA identifies a total of six possible exceptions, RTA will only consider two exceptions that are applicable to its operating environment: 1. Government officials on official government business: a. RTA may provide charter service to government officials (Federal, State, and local) for official government business, which can include non-transit related purposes, if RTA: i. Provides the service in its geographic service area; ii. Does not generate revenue from the charter service, except as required by law; and iii. After providing such service, records the following: 1. The government organization’s name, address, phone number, and email address; 2. The date and time of service; 3. The number of passengers (specifically noting the number of government officials on the trip); 4. The origin, destination, and trip length (miles and hours); 5. The fee collected, if any; and 6. The vehicle number for the vehicle(s) used to provide the service. b. An FTA grantee that provides charter service under this section shall be limited annually to 80 charter service hours for providing trips to government officials for official government business. 2. Petitions to the FTA Administrator: a. RTA may petition the FTA Administrator for an exception to the charter service regulations to provide charter service directly to a customer for: i. Events of a regional or national significance; and ii. Unique and time sensitive events (i.e., funerals of local, regional or national significance) that are in the public’s interest. 118 B-2-6 b. The petition to the Administrator shall include the following information: i. The date and description of the event; ii. The type of service requested and the type of equipment; iii. The anticipated number of charter service hours needed for the event; iv. The anticipated number of vehicles and duration of the event; and 1. For an event of regional or national significance, the RTA’s petition shall include a description of how registered charter providers were consulted, how registered charter providers will be utilized in providing the charter service, a certification that the grantee has exhausted all of the vehicles of the registered charter providers in its geographic service area, and submit the petition at least 90 days before the first day of the event described in section (b)(i) above. 2. For unique and time sensitive events, the petition shall describe why the event is unique or time sensitive and how providing the charter service would be in the public’s interest. c. Upon receipt of RTA’s petition that meets the requirements set forth in paragraph (b) of this section, the Administrator shall review the materials and issue a written decision denying or granting the request in whole or part. In making this decision, the Administrator may seek such additional information as the Administrator deems necessary. The Administrator’s decision shall be filed in the “Petitions to the Administrator” docket, number FTA-2007-002 at http://www.regulations.gov and sent to RTA via email. d. Any exception granted by the Administrator under this section shall be effective only for the event identified in paragraph (b)(i) of this section. e. RTA shall send its petition to the Administrator by email to ombudsman.charterservice@dot.gov. f. RTA shall retain a copy of the Administrator’s approval for a period of at least three years and shall include it in RTA’s quarterly report posted on the charter registration Web site. ARTICLE V, POLICIES AND PROCEDURES 1. Reporting requirements for all exceptions: a. Whenever RTA provides charter service in accordance with one or more of the exceptions contained in the “Exceptions” section above, RTA shall maintain the 119 B-2-7 required notice and records in an electronic format for a period of at least three years from the date of the service or lease. b. After providing the charter service, RTA shall record: i. The chartering group’s name, address, phone number, and email address; ii. The date and time of service; iii. The number of passengers; iv. The origin, destination, and trip length (miles and hours); v. The fee collected, if any; and vi. The vehicle number for the vehicle used to provide the service. c. In addition to the requirements identified in paragraph (a) of this section, the records required under this subpart shall include a clear statement identifying which exception RTA relied upon when it provided the charter service. d. RTA shall submit a summary of charter services on the FTA charter registration Web site within 30 days after the end of each calendar quarter (i.e., January 30th, April 30th, July 30th, and October 30th). 2. How RTA will respond to requests for charter service: a. Upon receiving a request for charter service, RTA may: i. Decline to provide the service; or ii. Provide the service under an exception presented in the “Exceptions” section above. b. If RTA is interested in providing charter service under either the “Government officials on official government business” section or the “Petitions to the Administrator” section contained in the “Exceptions” paragraph above, then RTA staff will present details of the proposed service(s) at the next Board Executive Committee meeting to seek a recommendation to consider the item at a subsequent full Board of Directors meeting. Upon Board resolution, RTA may: i. Provide the service if it qualifies under the “Government officials on official government business” exception. ii. Petition the Administrator if the proposed service qualifies under the special event exception. It is anticipated that an annual calendar of proposed charters that qualify as events of a regional significance will be presented to the RTA Board of Directors for consideration, and that the RTA Executive Director will subsequently submit the petitions. 120 B-2-8 ARTICLE VI, OPERATIONAL REQUIREMENTS 1. Geographical Charter Service Area: RTA will offer incidental charter services with an origin within 0.75 miles of existing public fixed route service in San Luis Obispo County and/or any planned fixed routes that are expressly identified RTA’s adopted annual budget; the trip destination must be within 10 miles of an existing fixed route. 2. Charter Vehicle Capacity: Each vehicle’s passenger capacity is limited to its number of seats, including authorized wheelchair positions. Baggage or other property must be carried onto the vehicle by the passenger, and will be limited as to the quantity, weight, and/or size that can be safely transported. Any article that creates, in the opinion of the bus operator or other RTA supervisor, a hazardous condition or that is likely to damage the vehicle will not be transported. 3. Safety Concerns on Charter Service Operations: In the interest of safety, RTA reserves the right to refuse to operate charter service when environmental conditions dictate, including inaccessible destination sites, inclement weather, etc. Wherever practical, RTA will cooperate with the requesting party in revising the route in order to successfully provide the charter service. 4. Charter Service Schedule: RTA endeavors to maintain a mutually-agreed upon schedule but cannot guarantee arrival or departure times due to accidents, breakdowns, road conditions, inclement weather, and/or other circumstances beyond its control. RTA assigns qualified bus operators that have been instructed to drive at speed limits prescribed by law or that are required to operate safely. RTA shall not be held responsible for personal property that is left on its vehicles. 5. Charter Employee / Bus Assignments: RTA reserves the right to assign employees to a specific job, and to substitute or replace employees without notice. Wherever possible, requests for specific bus operators will be honored. 6. Charter Vehicle Breakdowns: Vehicles furnished by RTA are inspected by maintenance staff before being put into charter service to ensure safe operation. Should mechanical failure require the replacement of a vehicle originally assigned, the replacement vehicle may be of a different type; every effort will be made to provide a similar vehicle. The requesting party will not be charged for time delays or additional miles traveled specifically related to replacing the faulty vehicle, or for any other delays that were the direct fault of RTA. 7. Dealing with Objectionable Passengers on Charter Services: RTA reserves the right to refuse to transport a person: a. Under the influence of alcohol or drugs, and/or b. Whose conduct is such, or likely to become such, as to make him/her objectionable to other persons. 121 B-2-9 Persons who conduct themselves in an objectionable manner will be reported to law enforcement officials. 8. Limited Availability of Charter Services in Peak Periods: For the purpose of this Policy and Procedures, peak periods are defined as Monday through Friday from 7:00 AM to 8:00 PM. RTA reserves the right to operate limited charter bus service, where appropriate, during peak periods where regularly scheduled services will not be adversely affected. 9. Charter Vehicle Service Hours and Miles: The requesting party will be charged according to the vehicle service hours and miles operated; a minimum of two vehicle service hours will be charged for each chartered vehicle. The following definitions will be used: a. A vehicle service hour is defined as that incremental amount of time (expressed in quarters of an hour) that each chartered vehicle is in service, from the time that the vehicle departs from the dispatched point on its way to the party’s requested location until the time it returns to the RTA garage or point where the vehicle engages in another service. Vehicle service hours include idle time and deadhead time, as well as vehicle safety check-out time (30 minutes) and check-in time (15 minutes). b. A vehicle service mile is defined as the incremental miles traveled that each chartered vehicle is in service, from the vehicle departure point at the dispatched point on its way to the party’s requested location until the miles accumulated in reaching the RTA garage or point where the vehicle engages in another service. All charter vehicle service hours and miles will be deducted from the “useful life” of each vehicle used as defined by the FTA. 10. Charter Rates: Rates will be determined annually as part of the RTA budget-making process or as amended by the RTA Board. 11. Damage to Vehicles on Charter Services: All expenses related to repairing damage to vehicles resulting from acts of the contracting party or its users shall be charged to the contracting party, and will be payable upon presentation of invoice (or retention of deposit, as appropriate). Damage repairs completed by RTA staff will be billed at $75.00 per hour, in addition to any parts and associated materials. Repairs completed by outside vendors will be charged at the full invoice cost, plus 5 percent for overhead charges. If the vehicle is rendered inoperable, the chartering party will be charged $100.00 per day that the vehicle is not available for regular RTA service. Finally, damage includes the cleaning of biohazard waste material (i.e., vomit or urine), which will be charged at a rate of $100 per incident. 12. Payments for Charter Service: All customers booking charter service with RTA must pay-in-full for service on a cash basis. Payment in full must by made within 30 calendar days from the receipt of the invoice. A deposit may also be required. 122 B-2-10 13. Cancellations of Charter Service: Any party seeking to cancel scheduled charter services must do so at least 48 hours prior to the scheduled charter start time. If not canceled according to this requirement, the party will be charged 25 percent of the original estimated costs for the service or two vehicle service hours per bus requested (whichever is less). 123 B-3-1 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY May 2 , 2012 STAFF REPORT AGENDA ITEM: B-3 TOPIC: Funding Agreement to Reinstitute Cambria Trolley ACTION: Authorize staff to execute a two-year agreement with the BID to partially fund the Cambria Trolley PRESENTED BY: Geoff Straw STAFF RECOMMENDATION: Authorize staff to negotiate and execute operating agreement with North Coast BID. RTAC RECOMMENDATION: Presented April 18, 2012. BACKGROUND/DISCUSSION: RTA previously operated Cambria Trolley service for several years, but that service was eliminated after local farebox replacement funding support was pulled, and the ensuing farebox cash revenues were insufficient to meet TDA requirements could not be met. RTA staff was approached by the Cambria Chamber of Commerce in March 2012 to discuss the possibility of re-implementing the Cambria Trolley. Staff met with local officials, including members of the Tourism Business Improvement District (BID) representing the North Coast, the Cambria Tourism Board, and Cambria Chamber of Commerce staff. RTA staff proposed that Route 15 service could be reduced slightly on Sundays year-round in exchange for partial funding to operate the Cambria Trolley from Memorial Day through Labor Day on four days per week from 10:00 AM to 4:00 PM. Local officials agreed to provide 10% of the annual operating cost (10% of $40,000 equates to $4,000 annually) for a two-year period, as well as to provide start-up costs and promotion efforts. The County’s annual contribution to this service would be $36,000, although it would be mostly offset by the reduction in Route 15 service on Sundays. Staff is requesting authority for the RTA Executive Director to complete final negotiations and execute an agreement with the BID to provide this service. 124 B-4-1 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY May 2 , 2012 STAFF REPORT AGENDA ITEM: B-4 TOPIC: Proposed Fiscal Year 2013 Price Increase for 31-Day Passes ACTION: Authorize staff to incorporate a fare increase into FY12 Operating Program PRESENTED BY: Geoff Straw STAFF RECOMMENDATION: Authorize staff to raise fare on the RTA and Regional 31-Day passes RTAC RECOMMENDATION: Presented April 18, 2012. BACKGROUND/DISCUSSION: In the Budget Assumptions presented to the Board at the February 3 RTA Board meeting, RTA staff proposed a pass price increase for 31-day passes to offset the loss of state and federal funding, to address increased operating costs, and to raise our farebox recovery ratio. The last RTA fare increase was implemented in 2010, and the one prior to that was in 2008. During the 2010 fare increase public outreach effort, we received very little opposition to the fixed route multi-ride fare media changes (formerly, RTA sold monthly passes; we transitioned to 31-day rolling passes at that time). The current pass price increase is being recommended as a result of increasing fuel, medical benefits, vehicle insurance and other operating costs that increased over time. Based on pass sale trends and fare elasticity analyses, staff estimates that the proposed increase will generate an additional $37,000 to $44,000 in farebox revenues in FY13. Pursuant to our Fare Policy, RTA staff conducted public workshops in early April around the county to obtain feedback on the proposed pass price increase. Staff included this information along with any adjustments on the proposed increase based on the feedback received, as well as input from the RTAC at its April 18 meeting. It is recommended that the proposed pass price increase be implemented on June 10, 2012 as part of the proposed service revisions. 125 B-5-1 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY May 2, 2012 STAFF REPORT AGENDA ITEM: B-5 TOPIC: San Luis Obispo County Contract for Direct Operation, Management, Administration, and Transit Vehicle Servicing ACTION: Review and Approve PRESENTED BY: Geoff Straw Executive Director STAFF RECOMMENDATION: Approve the new contract for direct operation, management, administration, and transit vehicle servicing between the County of San Luis Obispo and RTA. BACKGROUND/DISCUSSION: In June 2007, RTA and San Luis Obispo County entered into an updated agreement for RTA to administer all county-funded transit services in the unincorporated areas of the county, including Cambria, Shandon, Templeton, Los Osos / Baywood Park, and Nipomo. Specifically, RTA has provided service design, grant writing, procurement, marketing, reporting, contracted and/or directly-operated services, vehicle maintenance and all required management reporting. TDA and other funding for the county’s transit services was passed-through from the county to RTA. Attached is a revised agreement to become effective July 1, 2012 that assumes full operation and administration of county transit services, with RTA acting as the direct TDA recipient. This new arrangement will provide significant administrative cost savings to the county, and will ultimately reduce the amount of RTA staff time needed to administer the various grant and other accounting functions. None of the costs of providing and administering county transit services will be passed on to the local jurisdictions that fund RTA core operations. 126 B-5-2 CONTRACT FOR MANAGEMENT, ADMINISTRATIVE, FINANCIAL AND TRANSIT VEHICLE SERVICES BETWEEN THE COUNTY OF SAN LUIS OBISPO AND THE SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY THIS CONTRACT is entered into this day of , by and between the COUNTY OF SAN LUIS OBISPO, (hereinafter referred to as “COUNTY”) and the SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY, (hereinafter referred to as “RTA”); this contract replaces in its entirety a previous contract approved on June 26, 2007 between the COUNTY and RTA for management, administrative and financial services. WITNESSETH: WHEREAS, COUNTY is responsible for local transit and other local transportation services within the unincorporated areas of the County not considered part of the regional transportation system; and WHEREAS, COUNTY has determined a need for professional transit vehicle, management, administrative, and financial services; and WHEREAS, COUNTY desires coordination and consolidation of its transit services with the regional transit services where appropriate to take advantage of efficiencies that may result from such coordination and consolidation; and WHEREAS, RTA is responsible for regional transit and other regional transportation services, and is deemed trained, experienced, expert and competent to perform such services; and WHEREAS, RTA is presently providing similar services to the South County Area Transit; and WHEREAS, COUNTY desires to obtain professional transit management and supervision over contractual relationships it has created in order to provide transit service in Cambria, Shandon, Templeton, Los Osos/Baywood Park, and Nipomo and other areas within the unincorporated portions of the County as they become necessary; and WHEREAS, COUNTY entered into a contract with RTA on June 26, 2007 to provide transit vehicle, management, administrative, and financial services; and WHEREAS, said contract has been beneficial to both parties. 127 B-5-3 NOW THEREFORE, the parties do mutually agree as follows: 1. Retention of Services. COUNTY hereby engages RTA and RTA hereby agrees to perform for the COUNTY the services hereinafter set forth for the compensation hereinafter set forth, all pursuant to the terms and conditions herein. 2. Scope of Services. Pursuant to this Contract, RTA shall provide to COUNTY the services identified in Attachment “A” attached hereto as if entirely set forth herein. 3. Compensation. COUNTY shall pay to RTA as compensation in full for all services performed by RTA pursuant to this Contract, a sum not to exceed the RTA’s actual cost of providing the services plus administrative overhead. Said actual cost may include all appropriate overhead allocations. COUNTY hereby warrants that funds are available from which payment may be made. Said compensation shall be paid in the following manner: RTA shall annually submit to the County Public Works Director by March 1 a detailed proposal to provide the services identified in Attachment “A” and an associated amount of compensation for providing those services for the subsequent fiscal year. The County Public Works Director shall annually provide written consent to the proposal, including the service level and amount of compensation by April 1 unless the proposal is determined to be unreasonable. Any annual proposal the Public Works Director determines to be unreasonable will be placed on a Board of Supervisors’ agenda and an RTA Board of Directors agenda so that it may be considered and mutually agreed upon by these respective boards prior to May 1. COUNTY shall provide written direction to the San Luis Obispo Council of Governments (SLOCOG) that the agreed upon amount of compensation should be allocated to the RTA directly from the share of Transportation Development Act (TDA) monies allocated to the COUNTY through the SLOCOG allocation process. RTA will be responsible for submitting a claim for these monies to SLOCOG during the subsequent fiscal year for deposit directly into RTA’s account. RTA shall account for COUNTY monies separately from all other monies received. COUNTY agrees to sell transportation passes on behalf of RTA for all RTA and COUNTY transportation services at the Public Works Department Front Desk. RTA shall reimburse COUNTY for the actual cost of selling transportation passes on a monthly basis after the receipt of an itemized bill from COUNTY. The amount of said reimbursement shall not exceed, on an annual basis, the amount approved in the RTA budget for that fiscal year without the prior written consent of the RTA. RTA shall only fund the cost of selling transportation passes for COUNTY transportation services from COUNTY monies and shall not use COUNTY monies for selling transportation passes for all other RTA transportation services. 128 B-5-4 4. Transfer of funds. COUNTY shall transfer all monies remaining in its transit fund to RTA by the effective date of this contract. RTA will use these monies to fund COUNTY transportation services and will account for these monies separately and in the same manner as all other COUNTY monies. This is a one-time transfer. 5. Term of Contract. This Contract shall commence effective July 1, 2012 and shall continue, until and unless terminated earlier as provided herein. RTA will furnish sufficient personnel to complete all phases of the tasks. 6. Termination of Contract for Convenience of Either Party. Either party may terminate this Contract at any time by giving to the other party One Hundred Eighty (180) days written notice of such termination. Termination shall have no effect upon the rights and obligations of the parties arising out of the transaction occurring prior to the effective date of such termination. RTA shall be paid for all work satisfactorily completed prior to the effective date of such termination. 7. Termination of Contract for Cause. If, through any cause within its control, either party fails to fulfill in a timely and professional manner its obligations under this Contract, or if either party violates any of the terms or provisions of this Contract, either party shall have the right to terminate this Contract effective immediately upon giving written notice thereof to the party. Termination shall have no effect upon the rights and obligations of the parties arising out of any transaction occurring prior to the effective date of such termination. RTA shall be paid for all work satisfactorily complete prior to the effective date of such termination. 8. Modification. This Contract, together with Attachment “A,” (Scope of Work) described in RTA’s proposal) constitutes the entire understanding of the parties hereto and no changes, amendments, or alterations shall be effective unless in writing and signed by both parties. 9. Non-Assignment of Contract. Inasmuch as this Contract is intended to secure the specialized services of the RTA, RTA shall not assign, transfer, delegate, or sublet this Contract or any interest herein without the prior written consent of the COUNTY Director of Public Works and Transportation, and any such assignment, transfer, delegation, or sublet without COUNTY’s prior written consent shall be considered null and void. 10. Covenant. The validity, enforceability and interpretation of any of the clauses of this Contract shall be determined and governed by the laws of the State of California. 129 B-5-5 11. Enforceability. The invalidity and unenforceability of any terms or provisions hereof shall in no way affect the validity or enforceability of any other terms or provisions. 12. Employment Status. RTA shall, during the entire term of the Contract, be construed to be an independent RTA, and shall in no event be construed to be an employee of COUNTY. RTA understands and agrees that its employees are not, and will not, be eligible for membership in or any benefits from any COUNTY group plan for hospital, surgical or medical insurance, or for membership in any COUNTY retirement program, or for paid vacation, paid sick leave, or other leave, with or without pay, or for any other benefit which accrues to a COUNTY employee. 13. Warranty of RTA. RTA warrants that it is properly certified and licensed under the laws and regulations of the State of California to provide the services herein agreed to. 14. Conflicts of Interest. No officer, employee, director or agent of COUNTY shall participate in any decision relating to this Contract which affects his personal interest or the interest of any corporation, partnership, or association in which he is directly or indirectly interested; nor shall any such person have any interest, direct or indirect, in this Contract or the provisions thereof. 15. Indemnification. RTA shall defend, indemnify and hold harmless the County, its officers and employees from all claims, demands, damages, costs, expenses, judgments, attorney fees, or other losses that may be asserted by any person or entity, including RTA, and that arise out of, or are related any act or omission of RTA relating to this contract. The obligation to indemnity shall be effective and shall extend to all such claims or losses in their entirety. However, this indemnity will not extend to any claims or losses arising out of the sole negligence or willful misconduct of the County, its officers and employees. Insurance Requirements. RTA, at its sole cost, shall purchase and maintain the insurance policies set forth below on all of its operations under this Contract. All of the insurance companies providing insurance for RTA shall have, and provide evidence of, an A.M. Best & Co. rating of A:VII or above, unless exception is granted by Risk Manager. Further, all policies shall be maintained for the full term of this Agreement and related warranty period if applicable. 1. Scope and Limits of Required Insurance Policies A. Commercial General Liability 130 B-5-6 Policy shall include coverage at least as broad as set forth in Insurance Services Office Commercial General Liability Coverage (CG 00 01) with policy limits of not less than $5 (five) million dollars combined single limit per occurrence. Policy shall be endorsed with the following specific language or contain equivalent language in the policy: 1) The County of San Luis Obispo, its officers and employees, is named as an additional insured for all liability arising out of the operations by or on behalf of the named insured in the performance of this Agreement. 2) The insurance provided herein shall be considered primary coverage to the County of San Luis Obispo with respect to any insurance or self-insured retention maintained by the County. Further, the County’s insurance shall be considered excess insurance only and shall not be called upon to contribute to this insurance. 3) The policy shall not be cancelled or materially changed without first giving thirty days prior written notice to the County of San Luis Obispo, Department of Public Works and Transportation. B. Business Automobile Policy Policy shall include coverage at least as broad as set forth in the liability section of Insurance Services Office Business Auto Coverage (CA 00 010) with policy limits of no less than $5 (five) million dollars combined single limit for each occurrence. Said insurance shall include coverage for owned, non-owned, and hired vehicles. Policy shall be endorsed with the following specific language or contain equivalent language in the policy: 1) The County of San Luis Obispo, its officers and employees, is named as an additional insured for all liability arising out of the operations by or on behalf of the named insured in the performance of this Agreement 2) The policy shall not be cancelled or materially changed without first giving thirty days prior written notice to the County of San Luis Obispo, Department of Public Works and Transportation. C. Worker’s Compensation / Employer’s Liability Insurance 131 B-5-7 1) Worker’s Compensation: policy shall provide statutory limits as required by State of California/ Policy shall be endorsed with the following specific language or contain equivalent language in the policy: a. RTA and its insurer shall waive all rights of subrogation against the County, its officers and employees for workers’ compensation losses arising out of this Agreement. b. The policy shall not be cancelled or materially changed without first giving thirty days prior written notice to the County of San Luis Obispo, Department of Public Works and Transportation. 2) Employer’s Liability: policy shall provide $1 million dollars per accident for bodily injury or disease. 2. Deductibles and Self-Insurance Retentions All deductibles and/or self-insured retentions which apply to the insurance policies required herein will be declared in writing and approved by the County prior to commencement of this Agreement. 3. Documentation Prior to commencement of work and annually thereafter for the term of this Agreement, RTA will provide the County of San Luis Obispo, Department of Public Works and Transportation properly executed certificates of insurance clearly evidencing the coverage, limits, and endorsements specified in this Agreement. Further, at the County’s request, the RTA shall provide certified copies of the insurance policies within thirty days of request. 4. Absence of Insurance Coverage COUNTY may direct RTA to immediately cease all activities with respect to this Agreement it is determines that RTA fails to carry, in full force and effect, all insurance policies with coverage levels at or above the limits specified in this Agreement. Any delays or expense caused due to stopping of work and change of insurance shall be considered RTA’s delay and expense. 16. Notices. Any notice required to be given pursuant to the terms and provisions hereof shall be in writing, and shall be sent by certified or registered mail to: 132 B-5-8 COUNTY: County of San Luis Obispo, Room 207 San Luis Obispo Department of Public Works San Luis Obispo, California 93408 RTA SLO Regional Transit Authority 179 Cross St, Suite A San Luis Obispo California 93401 17. Progress Reports. RTA shall submit brief progress reports the COUNTY, progress reports accompanied by invoices shall describe the work performed, plus any problems anticipated in performing said work in future. Said reports shall be optional upon written approval by the COUNTY director of Public Works and Transportation. 18. Copyright. Any reports, maps, documents or other materials produced in whole or part under this Contract shall be the property of COUNTY, and shall not be subject to any application for copyright by or on behalf of the RTA. 19. Findings Confidential. No reports, maps, information, documents, or any other materials given to or prepared by RTA under this Contract which COUNTY requests, in writing, to be kept confidential, shall be made available to any individual or organizations by RTA without the prior written approval of COUNTY Director of Public Works and Transportation. However, RTA shall be free to disclose such data as is publicly available, already in its possession, or independently developed. IN WITNESS WHEREOF, this AGREEMENT has been executed by the parties hereto, upon the date first above written. COUNTY RTA ATTEST: County Clerk and Ex-officio Clerk Of the Board of Supervisors of The County of San Luis Obispo [SEAL] ATTEST: Executive Director San Luis Obispo Regional Transit Authority 133 B-5-9 APPROVED AS TO FORM AND LEGAL EFFECT: WARREN JENSSEN County Counsel By: Deputy County Counsel Date: APPROVED AS TO FORM AND LEGAL EFFECT: WARREN JENSSEN County Counsel By: Deputy County Counsel Date: SAN LUIS OBISPO COUNTY Chairperson San Luis Obispo County Board of Supervisors Date: REGIONAL TRANSIT AUTHORITY President San Luis Obispo Regional Transit Authority Date: 134 B-5-10 AT TACHMENT “A” SCOPE OF WORK Transit services administered by the COUNTY and part of this agreement include local transportation services in the unincorporated areas of the County of San Luis Obispo and not considered part of the regional transportation system, and the Commute Plus program as well as any future requirements of the COUNTY under the unmet needs process or as requested by the COUNTY and agreed to by CONTRACTOR in writing. The intent of the agreement is for the CONTRACTOR to provide the following services, as appropriate, for the COUNTY with the CONTRACTOR providing as much oversight over the day-to-day operations as well as long-range planning efforts required of the COUNTY to comply with its transportation mandates. The COUNTY is agreeing to pay the CONTRATOR’s actual cost of providing these services plus administrative overhead. The following list is not meant to be all inclusive: TRANSIT VEHICLE, MANAGEMENT, ADMINISTRATIVE, FINANCIAL 1. Review, monitor compliance and renegotiate, as appropriate, contracts between the COUNTY and all active transportation service providers. 2. Provide data collection, reconciling and monitoring of transportation service provider billings and reporting to appropriate transportation monitoring agencies including, but not limited to the San Luis Obispo Council of Governments and the State of California. 3. Establish bank-clearing account and reconcile fare revenues with bank deposits. 4. Reconcile fuel log with billing as necessary. 5. Provide route analysis for effectiveness and efficiency and report to COUNTY on an as-needed basis. 6. Monitor system-wide on-time performance 7. Implement and monitor all phases of the approved Short Range Transit Plans 8. Vehicle Purchase and Rehabilitation Projects: a. Prepare bid specification and RFP b. Award purchase/rehabilitation bid c. Provide progress inspections during purchase/rehabilitation project d. Complete necessary required paperwork for grant funding reimbursement 9. Upon approval of the COUNTY Director of Public Works and Transportation provide legal services utilizing CONTRACTOR Counsel. 10. Provide reprographics, including designing all schedules and marketing materials. 135 B-5-11 11. Utilize State or COUNTY contracts for general purchasing of various items as appropriate. 12. Attend meetings with COUNTY as needed. 13. Process and monitor Accounts Payable and Accounts Receivable. 14. Prepare Monthly financial summaries. 15. Prepare Monthly analysis of revenues and expenditures compared to budget. 16. Prepare Monthly financial analysis by service provider including: a. Revenues and expenditures b. Farebox Ratio c. Passengers d. Cost and Subsidy Per Passenger 17. Preparation of annual budget. 18. Preparation of annual Transportation Development Act (TDA) claim. 19. Preparation of State Controller’s Report. 20. Coordination of and responsibility for annual TDA audit. 21. Prepare recommendations for increasing operational efficiencies, up to and including consolidation of COUNTY services with RTA or other services. 22. Prepare appropriate Request for Proposals to secure services for fixed assets. 23. Provide all vehicles and labor to meet transit services agreed to herein. 24. Write grant applications on behalf of the County of San Luis Obispo for transportation purposes, purchase vehicles that will be owned by RTA that will be used to provide transportation services for the COUNTY. 25. All financial and budgetary reports outlined herein shall provide sufficient detail so as to report COUNTY transportation services separately from all other CONTRACTOR transportation services. 26. All financial and budgetary reports for COUNTY transportation services shall have subledgers or reports to provide sufficient detail to report separately by service program within COUNTY transportation services. v:\managmnt\jd\slorta - contract for mgmt-admin-financial-transit vehicle services march 2012 attachment a.docx 136 C-1-1 San Luis Obispo Regional Transit Authority Executive Committee Meeting Minutes 2/8/2012 C-1 Members Present: Fred Strong, President Adam Hill, Vice President Bruce Gibson, Past President Members Absent: Staff Present: Geoff Straw, Executive Director Aimee Wyatt, Manager, Marketing & Service Planning Tania Arnold, CFO & Director of Administration Anna Mafort-Lacy, Administrative Assistant Tim McNulty, County Legal Counsel Also Present: Eric Greening Kate Chase Ron De Carli, SLOCOG Pete Rodgers, SLOCOG Aida Nicklin, SLOCOG 1. Call to Order and Roll Call: President Fred Strong called the meeting to order at 10:00 a.m. Silent Roll Call was taken and a quorum was present. 2. Public Comments: Mr. Eric Greening, Atascadero, welcomed Mr. Geoff Straw as the new Executive Director. He asked if paying drivers a higher wage in order to reduce turnover and ongoing new driver training would save money in the long run. He asked if RTA might push back on the North County Transit Plan. Options 1 and 2 are disruptive to RTA, as they would prevent Route 9 from making connections in San Luis Obispo during the midday hours. He expressed other concerns about Option 2. 137 C-1-2 President Strong closed public comment. Ms. Aimee Wyatt said there will be conference call regarding the North County plan tomorrow afternoon. Ideally, RTA wants to keep its hourly service. 3. Information Items A. Information Items: A-1 Executive Director’s Report Mr. Straw announced the current bus operator training class of 10 is expected to be in service by the end of February. He said the maintenance department is doing a great job and is one of the best run shops he has seen. Ms. Wyatt outlined service planning planned this year. There is a short-term need for extra express trips throughout the system. We are running on average of 35-40 passengers per trip and have standees during commute times every day. Staff is looking at adding express service on Route 10, particularly in the afternoon. She said there will be some timing changes for the June 10 service changes. On Route 9, staff is looking at moving up the departure time by five minutes out of Paso Robles, which will improve arrival times into San Luis Obispo. Staff is working with Paso Express and Atascadero Transit to possibly modify their times in order to increase efficiencies at key connection points. Route 10 continues to have difficulty making timely connections at the Pismo Beach Premium Outlets. Staff is considering making some minor route modification to save 2-4 minutes per direction. This may eliminate South Street and travel down South Higuera. She said we are also working with SLO Transit for some possible Route 2 retiming and service efficiencies along South Higuera. Staff continues to work with Morro Bay Transit and is looking at all options for reinstating hourly connections between Los Osos and Morro Bay. San Luis Obispo Council of Governments (SLOCOG) has worked hard to create a plan for an Estero Bay Shuttle service. More information will be available in a few weeks. Mr. Straw announced the public hearings regarding the downtown San Luis Obispo Transit Center project, which is slated for 3 p.m. on February 22. He said staff will also be kicking off the US101 Bus Rapid Transit (BRT) study in conjunction with SLOCOG on February 22. 138 C-1-3 Mr. Straw concluded the Executive Directors report. President Strong opened public comment. Mr. Greening asked if this BRT study is primarily for North County. Mr. Pete Rodgers said yes, it is for North County. President Strong inquired about bike rack space when buses are running at full capacity. Ms. Wyatt said she hasn’t seen any recent reports about bike rack capacity issues. However, she noted space continues to be fairly limited during peak times with only six racks. Mr. Straw said maintenance staff is investigating alternatives to the three racks in the back of the bus. Staff is also considering a policy change that would allow riders to bring their bikes on board for the last run if the racks are full. This is a common practice among transit agencies. Mr. Ron DeCarli suggested implementing bike racks or lockers at designated stops that continue to have bike capacity problems. Mr. Greening thought it’s generally not a bike rack problem on the express runs, but on the local runs—particularly by the time they get to Santa Margarita Southbound and on weekend runs. Mr. Straw invited Mr. Tim McNulty, County Counsel, to discuss the Joint Powers Agreement (JPA) as it relates to Alternate Board Members. Mr. McNulty proposed having a discussion at an upcoming meeting to amend the JPA, allowing alternates to fully participate on the RTA Board. He suggested other changes, such as specific language that would allow RTA to borrow money. Mr. Straw noted RTA does not have stipends for Board members and suggested bringing this to the Board for further discussion. Past President Gibson was supportive to offering stipends to the city representatives. Mr. DeCarli suggested this be brought to the Board for further discussion. President Strong thought there could be different options, such as matching SLOCOG’s stipend of $100 per meeting, or $50, or compensate for mileage. He suggested including this as part of the budget package. Mr. Straw said staff would present a couple of different options. 139 C-1-4 Ms. Wyatt discussed the Youth Ride-Free program, which may replace the Summer Break Pass. All kids in grades kindergarten through 12th grade would ride free on all participating transit agencies during the months of June, July and August. She said we currently have some open ad space on the side of the buses, which could be used for a marketing campaign if not sold. Mr. Greening said he’s always happy to see board members riding the bus, such as Supervisor James Patterson. Ms. Tania Arnold announced staff now has the audited financial statements. She said YTD financials are doing very well. Staff continues to monitor fuel prices. Pass sales have increased dramatically. President Strong closed public comment. 4. Action Items B-1 Fiscal Year 2012-13 Budget Assumptions Ms. Arnold reviewed the budget assumptions. RTA continues to remain conservative, particularly regarding anticipated revenues. Next year’s budget will have large capital procurements, but most are grant-funded. The objectives for next year include maintaining service levels, increasing reserves, improving efficiencies and addressing capital needs. Initial Sate Transit Assistance (STA) funding appears to hold steady at current levels. Staff is increasing budgeted farebox revenue based upon current trends. Staff may evaluate a fare program change, but at this point it is not projected. Estimates for funding levels for 5311, 5307 and Local Transit Fund (LTF) are the same as the current fiscal year. However there are substantial assumptions that depend upon UZA designations for the markets we serve. She thought UZA decisions would be made in March. Mr. Rodgers said it probably would not be decided upon until later in the year. Ms. Arnold began discussing expenses by stating that the number one priority is to maintain current service levels and review proposed service planning for June. Fuel is budgeted at $4.25 per gallon during the next fiscal year, but is being closely monitored. CalTIP premiums are increasing by 15%. Workers compensation increased by 44% last year and is increasing by 28% this year. This is subject to change and staff is working on ways to reduce this cost. The number of budgeted positions remains consistent. Ms. Arnold reviewed the budget calendar. 140 C-1-5 Mr. Straw said SLOCOG has estimated LTF revenue is expected to increase by 4.5-9% Staff took a conservative approach and is assuming levels similar to the current fiscal year. STA funding and a carryover should present significant increases. However, staff is maintaining levels at this time. He said a cost-of-living increase is not budgeted at this time. However, he said this may be included if sufficient revenue permits it, as non-represented staff has not received an increase in three years. President Strong said these have been tough times and it is nice to see everyone pulling together for the good of the company. Past President Gibson asked why CalTIP insurance premiums are expected to go up by 15%. Ms. Arnold said a former RTA staff member provided incorrect mileage to CalTIP last year and only included half of the year. CalTIP is a pooled insurance plan based upon actual losses. Therefore, staff is expecting a sizeable return, which will offset a large anticipated increase. Past President Gibson inquired about the dollar figure for 28% increase on Workers Compensation. Ms. Arnold said this is roughly $28,000. Past President Gibson briefly discussed the County Human Resources loss prevention team and how they reduce costs. Mr. DeCarli asked how staff is addressing capital reserves to replace buses in coming years. Ms. Arnold said this is something staff has as an objective in its Strategic Business Plan the Board approved last October. Mr. DeCarli noted the need for additional express runs and asked if any additional routes are in the budget assumptions. How will staff address overcrowding problems? Ms. Arnold said there are some unproductive routes throughout the day. Some of these resources will be reallocated. Therefore no additional routes will be added. For example, there is a route 10 run that staff is proposing to run at a different time. Mr. DeCarli asked if staff anticipates a need to increase trips next year. He recommended looking at a pro-rata increase to base funding—from STA and LTF—that will go into a general fund. President Strong opened public comment. Mr. Greening asked if the Regional Transportation Advisory Committee (RTAC) would be reviewing the budget assumptions next week. He noted the potential hit to the North County if it loses its urban area status—a loss of around $600,000-700,000 in funding. He addressed alternative options. Mr. DeCarli said there are a lot of issues up in the air and subject to change. He said staff’s recommendation of maintaining base level funding makes a lot of sense. He discussed different sources of funding and concerns about air quality in the county. President Strong closed public comment. 141 C-1-6 Past President Gibson moved to approve the Action Agenda. Vice President Hill seconded, and the motion carried on a voice vote. 5. Consent Agenda Items C-1 Executive Committee Meeting Minutes of 12/14/11 President Strong had a question on page C-1-2 of the meeting minutes regarding MBAC installing public art in Morro Bay. He believed Past President Gibson said it. He believed this to be true. Mr. Greening requested a clarification under Public Comments, line 4, regarding the Executive Director’s salary increase. He asked to change it to say, “He hoped he would not expect a salary increase.” He hopes it will be possible to see a salary increase for the staff, including the Executive Director. However, Mr. Greening was referring specifically to what happened with the previous Executive Director. Past President Gibson moved to approve the Consent Agenda with amendments. Vice President Hill seconded, and the motion carried on a voice vote. 6. Closed Session Items: D-1 Public Employee Discipline (Gov. Code Sec. 54954.5) The committee went to closed session at 10:40 a.m. and returned to open session at 10:50 a.m. 7. Open Session: Mr. McNulty reported out of closed session. No final action was taken and therefore, nothing to report. 8. Adjournment: President Strong adjourned the meeting at 10:52 a.m. Next Executive Committee Meeting: April 11, 2012 Minutes Prepared by Anna Mafort-Lacy 142 C-2-1 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY MINUTES OF March 7, 2012 C-2 BOARD MEMBERS PRESENT: TONY FERRARA, CITY OF ARROYO GRANDE BRUCE GIBSON, SECOND DISTRICT, COUNTY OF SAN LUIS OBISPO (Past President) SHELLY HIGGINBOTHAM, CITY OF PISMO BEACH ADAM HILL, THIRD DISTRICT, COUNTY OF SAN LUIS OBISPO (Vice President) JAN HOWELL MARX, CITY OF SAN LUIS OBISPO FRANK MECHAM, FIRST DISTRICT, COUNTY OF SAN LUIS OBISPO TOM O’MALLEY, CITY OF ATASCADERO JAMES PATTERSON, FIFTH DISTRICT, COUNTY OF SAN LUIS OBISPO BILL NICHOLS, CITY OF GROVER BEACH FRED STRONG, CITY OF PASO ROBLES (President) PAUL TEIXEIRA, FOURTH DISTRICT, COUNTY OF SAN LUIS OBISPO BOARD MEMBERS ABSENT: WILLIAM YATES, CITY OF MORRO BAY STAFF PRESENT: GEOFF STRAW, EXECUTIVE DIRECTOR TANIA ARNOLD, CFO & DIRECTOR OF ADMINISTRATION TIM MCNULTY, SAN LUIS OBISPO COUNTY COUNSEL ANNA MAFORT-LACY, ADMINISTRATIVE ASSISTANT CALL TO ORDER AND ROLL CALL: President Fred Strong called the meeting to order at 8:30 a.m. A roll call was taken and a quorum was present. PUBLIC COMMENTS: Mr. Eric Greening, Atascadero, said the Regional Transportation Advisory Committee (RTAC) met on February 15. Although the draft minutes are not included in the Board agenda, he said that he hopes the issues discussed will be included in the Executive Director’s report. He said the topics are important as they lead up to discussions at Board meetings. He said he hopes to see the RTAC minutes included in future Board agendas in a timely manner. Mr. Greening requested a staff analysis if paying drivers more money would help reduce long-term costs to continuous training classes and attrition. President Strong closed public comment. 143 C-2-2 A. INFORMATION AGENDA: A-1 Executive Director’s Report: Mr. Geoff Straw began his Executive Director’s report by saying that nine of the ten recruits have completed training and are now driving. He acknowledged one of our buses was in an collision on February 13 and the driver of the car was injured. The investigation is ongoing, but the bus operator was still on probation and has been relieved of duty. The maintenance department continues to run smoothly, given the age and miles of the fleet. Two of the buses have over 900,000 miles. Bus 161 is at Brummit for an engine replacement and another bus in for warranty repair of the rear axle. Four public meetings are scheduled to gather input regarding service tweaks on all routes, as well as slight fare increases on the RTA and Regional 31-day passes. Mr. Straw reviewed the dates and locations of these meetings. No fare changes have been implemented since August 2010. He said staff is involved with several studies, such as the San Luis Obispo City transit center, the North County Transit Plan and the Bus Rapid Transit (BRT) study. Mr. Straw briefly reviewed the Youth Summer Ride Free program and noted RTA will participate in Earth Day at El Chorro Park and Bike Month. He highlighted four items on the financial results. Administration is at 47.5% of budget for labor, partly due to the departure of Mr. Edward King and the payout of his benefits. Staff overestimated insurance costs in the FY11-12 budget, which are currently at 37% of budget. Fuel costs have increased significantly, and we are at 60% of budget, which is slightly over the par amount—58% to date. Finally, Mr. Straw addressed bus rehabilitation costs, which are currently at 33% but is expected to rise with the engine replacement for bus 161. On the July 2011 through January 2012 weekend and total productivity sheet, Mr. Straw pointed out the farebox recovery ratio continues to do very well—up 31.7%. Fixed route ridership is up 17.6% over this time last year. Productivity is running at almost 20 riders per hour. Finally, he said subsidies per passenger trip is established by taking the total cost to operate minus the fare box revenue divided by the number of riders. Fixed route per passenger trip is $3.99. Runabout is running over $60 per passenger trip. He continued to address some of the ridership numbers. Mr. Straw said staff is working with county counsel on a number of items, including the review and possible revisions to the bylaws. RTA and San Luis Obispo Council of Governments (SLOCOG) staff are finalizing the unmet transit needs and presented offering some kind of stipend to RTA Board members. He suggested bringing back some information in a future meeting for discussion. Board Member Jan Marx recommended bringing this item back to the Board in December. Mr. Straw said the Federal Transit Administration (FTA) released new charter regulations in 2008 in order to help ensure public transit agencies do not compete unfairly with the private sector. RTA staff is working to develop a charter policy—primarily for community events—and will bring a draft policy recommendation to the Board at a future meeting. 144 C-2-3 Board Member Tom O’Malley noted there are some exceptions to the rules for certain community events. Board Member Frank Mecham pointed to page A-1-10 and asked for the definition of a “dump count”. Ms. Tania Arnold said this is based on the electronic fare boxes. Every time data is pulled or transferred from the electronic fare box, it is called a dump. President Strong asked for an explanation of the difference between an RTA 31-day and the Regional 31-Day passes so the public understands the associated costs and how they work. Mr. Straw answered the RTA 31-Day passes only work on RTA routes, which include 9, 10 and 11-15. The Regional pass works on RTA, South County Area Transit, San Luis Obispo City Transit, Atascadero Transit, Paso Express, and Morro Bay Transit. Therefore, a portion of the proposed $64 for the Regional 31-day pass would go to each participating jurisdiction. Mr. Straw said staff has narrowed the vehicle procurement to three vendors—NovaBus, Gillig and El Dorado. A demonstrator bus will arrive on March 13. Staff will send out invitations to all Board members for RTA and South County Area Transit (SCAT) to come out and take a look at the vehicle and take a test ride on one of the routes. More information will be provided at the next Board meeting. He said staff is implementing a policy change that will allow bicycles on the bus during the last run if all spots on the bike rack are taken and space is available. Board Member Shelly Higginbotham asked what happens if, mid-route, a wheelchair passenger gets on the bus and there no longer is room for the bicycles. Mr. Straw responded by saying staff would most likely send a Runabout to pick up that passenger. He said staff would revisit our existing procedures and bring it back to the Board in a subsequent meeting. Mr. Straw concluded his report. President Strong opened Board comment. President Strong opened to public comment. Mr. Greening said the route tweaks look good, particularly the extra evening trips. He observed the Southbound Route 9 will depart Paso Robles five minutes early to allow for better connections in San Luis Obispo, although this makes connections with Atascadero Transit less likely. Keeping a bus on the freeway is not always the most efficient service from riders’ perspective. The most efficient way to serve a corridor is to have a bus begin at one end, stop along the way and go to the end point. He said there will be no connectivity between the two systems at the Templeton Park and Ride. He said alternative three of the North County Transit Plan is the solution to this problem. Let’s not make the same mistakes south of Atascadero as we did to the northern portion. President Strong suggested local jurisdictions in which RTA travels check their restrictions on where bus stops can or cannot be placed. Perhaps staff can look at those regulations and see how they can better work with the system. Board Member Tom O’Malley said his staff – including engineers – is working with RTA staff to improve efficiencies and meet the needs of all the riders. 145 C-2-4 Mr. Straw pointed the Board to the audited financial statements in the packet for their review. The fare box recovery ratio was at 21.9% last year. Additionally, there were no deficiencies in internal control or any other issues of noncompliance. Past President Bruce Gibson inquired about some verbiage in the Auditor’s letter regarding manager’s discussion. Ms. Arnold said this is specific language required in the audit. Managers have the option of including a letter explaining what is in the audit. In the past and going forward, she said she does not foresee the need to include this letter unless there is some specific issue to be addressed. President Strong closed public comment. President Strong closed Board comment. B. ACTION AGENDA: B-1 RTA FY12-13 Budget Assumptions: Mr. Straw said this item was discussed and endorsed by the Regional Transportation Advisory Committee (RTAC) on February 15. The main goal is to maintain current service levels. Another objective is to increase capital reserves and continue working with groups such as SLOCOG. The budget assumptions are that funding levels will remain neutral. Transit Development Act (TDA) funds may climb as much as 9.4% for the coming year. Staff is requesting a pro- rata increase from all jurisdictions. Fare revenue is higher than anticipated. The budget is $955,000. Staff is looking at a nominal increase on the 31-day passes. Staff is aggressively going after all FTA funds to be consistent with current funding levels. TDA is made up of two sections, the Local Transit Fund (LTF) and the State Transit Administration (STA). Although staff not covered under the collective bargaining agreement has not received a cost of living increase (COLA) in three years, this will not be in requested unless funding meets expectations. Expenses are largely driven by the number of hours we operate. Fuel continues to be the wild card. CalTIP liability will go up about 15%. Worker’s Compensation is increasing about 28%. Staffing levels will remain static. PERS and Blue Cross insurance are expected to climb 10% and 15%, respectively. Mr. Straw directed the Board to a calendar of dates for the route changes expected to take place on June 10. President Strong opened Board comment. Board Member Higginbotham inquired how much revenue staff was expecting to raise with the fee increase for 31-day passes. Mr. Straw said this analysis was not yet available but would be presented at the next Board meeting. Vice President Adam Hill asked how much the COLA increase would cost should funding be secured. Mr. Straw answered that staff did an initial analysis but there were too many outstanding variables to share any numbers at this time. Board Member Tony Ferrara said the report was very comprehensive and thorough. 146 C-2-5 President Strong asked if staff would be sending this budget to local agencies to review. Mr. Straw said this process typically occurs at RTAC — which will be on April 18. President Strong observed this does not allow much time. Ms. Arnold said it creates difficulty because staff must wait until SLOCOG’s meeting at the beginning of April before we know what our funding levels will be. She said representatives from member jurisdictions can take the budget assumptions from this meeting and Exhibit A of the April SLOCOG agenda. President Strong opened to public comment. Mr. Greening pointed to page B-1-2, Expenses, bullet 1, and asked for clarification of the last sentence. Also, what would be the public process prior to cutting service? He praised the Budget Assumptions and hoped all jurisdictions would follow suit with good, concise general plans and documents. Mr. Straw said it is difficult to project what service reductions would be required should funding be cut. However, there is a specific public participation process—particularly if proposed cuts were 10% or more. President Strong closed public comment. President Strong closed Board comment. Board Member Tony Ferrara moved to approve the Action Agenda item B-1. Board Member James Patterson seconded and the motion carried on a roll call vote. B-2 Summer Youth Ride Free Program: Mr. Straw briefly discussed the staff recommendation to offer free rides to children from kindergarten through 12th grade beginning June 1 through August 31. President Strong asked if RTA would carry youth from jurisdictions that choose not to participate. Mr. Straw said yes. President Strong opened Board comment. President Strong opened public comment. President Strong closed public comment. President Strong closed Board comment. Board Member Tom O’Malley moved to approve the Action Agenda item B-2. Board Member Paul Teixeira seconded and the motion carried on a roll call vote. 147 C-2-6 C. CONSENT AGENDA: C-1 Vehicle Procurement – (Prop 1B) C-2 Executive Committee meeting minutes of December 14, 2011 C-3 RTA Board meeting minutes of January 4, 2012 C-4 Prop 1B Safety and Security for 2010/2011: Transit System Safety, Security and Disaster Response Account Program and Authorized Agent Signature Authority C-5 Authorization for the Execution of a Master Agreement and Program Supplements for State-Funded Transit Projects C-6 Runabout Passenger No Show Policy C-7 Title VI Policy, Equal Employment Opportunity Plan and Disadvantaged Business Enterprise Program Updates C-8 Paso Robles-Fort Hunter Liggett fixed route service Updated MOU C-9 CalTIP Board of Directors Staff Appointments C-10 Nationwide 457 Trustee Change President Strong asked the Board if there were any items to be pulled. He saw none and moved for a motion. Board Member Frank Mecham moved to approve the Consent Agenda. Board Member Shelly Higginbotham seconded and the motion carried on a roll call vote. D: RTA CLOSED SESSION: D-1 None E. BOARD MEMBER COMMENTS: Board Member O’Malley welcomed Mr. Straw and said he’s doing a great job. Atascadero staff members had some questions and he quickly came to meet with them about residents with public transit needs, as well as special events. F. ADJOURNMENT: President Strong adjourned the RTA meeting at 9:15 a.m. Respectfully Submitted, Anna Mafort-Lacy RTA, Administrative Assistant 148 C-3-1 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY May 2, 2012 STAFF REPORT AGENDA ITEM: C-3 TOPIC: RTAC Bylaws Revision PRESENTED BY: Geoff Straw STAFF RECOMMENDATION: Review and Adopt Staff Recommendation to amend the RTAC Bylaws to identify primary and alternate members for each appointing agency. BACKGROUND/DISCUSSION: At the February 15 RTAC meeting, RTA staff suggested that it might be instructional to review the existing RTAC bylaws and determine if there might be sections that could be improved – particularly as it relates to participation on the committee and the relative difficulty in attaining a quorum in the recent past. The ensuing discussion was focused on RTAC appointment terms, member representation, and the possibility of appointing alternate members. The existing RTAC bylaws were adopted by the RTA Board on May 3, 2006. The RTAC’s primary role is to advise the RTA Board on transit issues that affect the region including, but not limited to, the coordination and consolidation of transit services, service changes, proposed budget, transit planning, and performance audit findings. In addition, the RTAC serves as the Review Committee for appeals by transit users. The RTAC is comprised of ten members, of which eight are directly appointed by the following appointing agencies: 1. City of San Luis Obispo 2. City of Morro Bay 3. City of Atascadero 4. City of Paso Robles 5. County of San Luis Obispo 6. SCAT Board of Directors 7. Cuesta College 8. California Polytechnic State University The remaining two members – representing fixed route riders and dial-a-ride riders – are appointed directly by the RTA Board of Directors. The RTAC bylaws require a minimum of six members to be present to take any action. Unfortunately, over the past two fiscal years, a total of seven RTAC meetings were scheduled but a quorum was present for only three of those meetings. As a result, the RTA Board may not be receiving fully-considered input from technical staff members 149 C-3-2 representing their respective agencies. As required in the bylaws, alternate members are permitted, although appointments must be submitted in writing and each candidate must receive RTA Board. The bylaws require that RTA staff notify jurisdictions when an appointed member misses three consecutive RTAC meetings, but that has apparently not been closely followed; in fact, we can find no record of a jurisdiction being notified in the past. Based on discussions with RTAC members present at the February 15, 2012 meeting (no quorum was present) and at the ensuing April 18, 2012 RTAC meeting (quorum present), it was suggested that RTA seek nominations from each of the directly- appointing agencies for alternate members. It was also suggested that RTA staff proposed both a primary and alternate member for the two RTA Board-appointed positions (representing fixed route and dial-a-ride users). RTA staff also committed to prominently posting each RTAC meeting agenda in RTA and SCAT driver rooms, and that requesting that other transit operators in the county also display the RTAC meeting agenda in their respective driver rooms. 150 1 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY REGIONAL TRANSIT ADVISORY COMMITTEE BYLAWS Adopted – May 2, 2012 ARTICLE I FUNCTIONS The purpose of the San Luis Obispo Regional Transit Advisory Committee (RTAC) is to improve the quality, efficiency and effectiveness of regional public transit services provided by the San Luis Obispo Regional Transit Authority (RTA). RTAC shall also review agenda items for transit issues, and provide comment and recommendations and other such advice as may be requested by SLORTA. A major function of the RTAC is to review issues of operational and financial significance presented by appropriate RTA staff members. The review by RTAC may include a recommendation that will become part of the staff agenda reports presented to the SLORTA Boards of Directors. Specific functions of RTAC for SLORTA are: A. To advise on transit issues that affect the region including, but not limited to, the coordination and consolidation of transit services, service changes, proposed budget, transit planning, and performance audit findings. B. To serve as the Review Committee for appeals by transit users. ARTICLE II MEMBERSHIP Section 1 - Membership Regular members, representing various public transit interests, shall be appointed to the Regional Transportation Advisory Committee as follows: A. One representative from each JPA jurisdiction, per Appointing Authorities listed in Exhibit “A”. (Alternatively, Arroyo Grande, the County of San Luis Obispo, Grover Beach and Pismo Beach may choose to appoint one representative from the SCAT JPA.) B. One representative of fixed route transit users C. One representative of ADA paratransit users D. One representative of Cuesta College E. One representative of California Polytechnic State University 151 2 Section 2 - Voting Each representative shall have one vote. All decisions shall be supported by a vote of the majority membership. Section 3 - Alternates and Absences In the event a member cannot attend a meeting, the appointing agency may, in writing, designate an alternate. As part of the appointment process, RTA staff shall seek both a primary and an alternate member from each appointing agency. The appointing agency will be notified by RTA staff within 30 days of each occurrence when the jurisdiction is not represented at a regularly scheduled meeting. In the event of three consecutive absences by either its primary or alternate representative, and a new representative shall be appointed RTA staff shall inquire in writing if a new representative from the appointing agency should be appointed to serve the remainder of the term. Section 4 - Terms Members shall serve a term of 4 years, except transit operator members, who shall serve without regard to such term limits. Initial appointments will be for either 2-year or 4 year terms, chosen by lot at the first meeting, to stagger term expiration dates. Members may be reappointed for additional terms. Section 5 – Appointments Appointments to the RTAC shall be made by the appointing agencies shown on Exhibit A, in accordance with each agency's procedures for such appointments. The SLORTA Board of Directors shall ratify all appointments. ARTICLE III OFFICERS Section 1 - Officers The officers of the RTAC shall be a Chair and a Vice-Chair. Section 2 - Election of Officers The Chair and Vice-Chair shall be chosen annually by a majority vote of the Regional Transportation Advisory Committee membership present at the last meeting of each fiscal year to assume responsibility at the first meeting of the next fiscal year. Section 3 – Vacancies A mid-term vacancy in an office shall be filled by a majority vote of committee members present at the next regular meeting. The newly elected officer shall serve the remainder of the term. Section 4 - Duties of Officers A. Chair 1. To preside at all meetings of the RTAC. 2. To call meetings of the RTAC in accordance with these Bylaws. 3. To see that all actions of the RTAC are properly taken. 4. To appoint subcommittees. 5. To review, amend if necessary, and approve the agenda for RTAC meetings. 152 3 B. Vice-Chair 1. To perform all duties and responsibilities of the Chair during the temporary absence or disability of the Chair, or on permanent absence of the Chair, until a new Chair is selected. 2. To assist the Chair in the conduct of RTAC business. Section 5 - Staff Support SLORTA staff support shall be provided to perform the following duties: 1. Keep the minutes of all meetings. 2. Give or serve all notices to appointing agencies and members required by these Bylaws. 3. Prepare an agenda for each meeting, and send it to the Chair one week prior to the meeting. 4. Be custodian of RTAC records. ARTICLE IV MEETINGS Section 1 - Meetings Meetings shall be scheduled no less than quarterly and prior to the SLORTA board meetings in sufficient advance of the finalization of the SLORTA agendas that RTAC recommendations can be included on the staff reports. Additional meetings may be scheduled as needed. Section 2 - Quorum A quorum shall consist of six members of the Committee. No formal action shall be taken in the absence of a quorum, except to adjourn the meeting to a later date. Section 3 - Notice A written copy of the agenda and related staff reports for each meeting shall be given to members at least 3 working days prior to the meeting. Section 4 - Proceedings Except as otherwise provided in these Bylaws, all meetings of the RTAC should be conducted in accordance with the Brown Act and Robert's Rules of Order, Newly Revised. ARTICLE V SUB-COMMITTEES The Chair shall appoint the members and determine the duties of Sub-Committees, as directed by the RTAC. Sub-Committees shall make and submit recommendations to the full Committee for appropriate action. 153 4 ARTICLE VI EFFECTIVE DATE These Bylaws and any amendments shall become effective upon adoption by the RTAC and ratification by SLORTA Board of Directors. EXHIBIT A SLORTA REGIONAL TRANSPORTATION ADVISORY COMMITTEE TRANSIT REPRESENTATIVES APPOINTING AGENCY San Luis Obispo Transit City of San Luis Obispo Morro Bay Transit Services City of Morro Bay Atascadero Transit Services City of Atascadero Paso Robles Transit Services City of Paso Robles County Transit Services County of San Luis Obispo South County Area Transit SCAT Board of Directors USER MEMBERS APPOINTING AGENCY Dial-A-Ride Representative SLORTA Board of Directors Fixed Route Representative SLORTA Board of Directors APPOINTING AGENCY Cuesta College Cuesta College Cal Poly Representative California Polytechnic State University 154 C-4-1 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY May 2, 2012 STAFF REPORT AGENDA ITEM: C-4 TOPIC: RTAC Appointment ACTION: Approve PRESENTED BY: Geoff Straw STAFF RECOMMENDATION: Appointment Eric Greening to RTAC fixed route representative RTAC RECOMMENDATION: Approve BACKGROUND/DISCUSSION: RTA staff has been soliciting applications to renew or fill appointments on the Regional Transit Advisory Committee (RTAC). Mr. Eric Greening submitted an application to continue his appointment as a Fixed Route representative on RTAC. Staff recommends the Board approve the appointment of Mr. Eric Greening to the Regional Transit Advisory Committee. 155 C-5-1 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY May 2, 2012 STAFF REPORT AGENDA ITEM: C-5 TOPIC: Contract Renewal - AGP Video Production of Board Meetings ACTION: Approve PRESENTED BY: Tania Arnold, Director, Finance & Administration STAFF RECOMMENDATION: Approve Contract Renewal BACKGROUND/DISCUSSION: In April 2012, the SLOCOG Board approved a contract with AGP Video to televise all SLOCOG and RTA meetings with costs shared on a pro-rata basis. The terms of the existing contract provide video services for $715/meeting (8:30 to 12:00), plus $132/hour overtime for all overtime hours beyond the 31/2-hour length, and $45/hour for additional technical consulting. The effective date of the existing contract is through June 30, 2012). The proposed new contract will run from July 2012 to June 2013 with an increase of $35 in the base rate for meetings held at locations other than the County Board of Supervisors Chambers. The contract reflects the existing agreement made by AGP Video. The annual cost of six (6) RTA meetings that are filmed is approximately $5,005. The meetings will continue to be broadcasted live and replayed on Channel 21 as well as being webcast on the Internet at www.slospan.org. The SLO-SPAN network, produced by AGP Video, is a public service of Charter Communications and provides televised access of government and other meetings held throughout the county. For schedule updates, check www.slospan.org, additional replays of meetings are cablecast as the schedule permits. Meeting tapes are available through local libraries. Staff Recommendation Authorize the Executive Director to sign a contract with AGP Video at a cost not to exceed $5,005 for FY2013. 156 C-5-2 AGREEMENT TO PROVIDE VIDEO PRODUCTION AND DISTRIBUTION SERVICES FOR SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY (RTA) BOARD MEETINGS FOR FISCAL YEAR 2012/2013 THIS AGREEMENT is entered into by and between the San Luis Obispo Regional Transit Authority (hereinafter referred to as “RTA”) and AGP Video, a California Corporation (hereinafter referred to as “Contractor”). Witnesseth: WHEREAS, RTA has a need for special services to provide video production services to document the RTA Board meetings and to distribute copies of the video as needed; and WHEREAS, AGP Video is specially trained, experienced and competent to perform such services; NOW THEREFORE, the parties mutually agree as follows: I. SCOPE OF WORK A. Without exception Contractor will provide gavel-to-gavel, unedited coverage of all regular RTA meetings held from July 1, 2012, through June 30, 2013. RTA shall provide Contractor with current calendar of scheduled meetings when the calendar is approved; B. The agenda item number and description will be presented, whenever possible C. Contractor will videotape special meetings of the RTA Board as requested by appropriate representatives of RTA. D. Contractor will archive all meetings within three business days of the meeting date. E. Contractor will distribute in a timely manner two (2) copies each of the Board meetings to the RTA offices and one (1) copy to the San Luis Obispo City County Library; F. Contractor will provide one (1) copy to Charter Channel 21, the Countywide Government and access channel for cablecast. The initial replay of the meeting will be at 6 pm on the day it is held. The meeting will be scheduled to replay at a variety of times a minimum of six (6) times in the week after the meeting date, and may stay in the program schedule up until the next meeting is held. G. Contractor may provide additional copies of the meeting tapes to the public, upon request, at a cost not to exceed $25 per tape. RTA or other agencies requesting copies of additional DVDs will pay $20 plus tax per DVD. H. The work to be done by the contractor pursuant to this Agreement shall include the furnishing of all labor, supervision, equipment, materials, supplies and all other items necessary to perform the services required. I. The Contractor may provide videotaping, cable casting, or other related services for “special” meetings upon request of RTA. II. CONTRACT PERFORMANCE A. The Contractor shall at all times during the term of this Agreement provide high quality, efficient, technically-competent and professional service in accordance with the standards of the industry and to the reasonable satisfaction of RTA. B. All equipment used by the Contractor to perform work under this Agreement shall conform to reasonable industry standards and shall be maintained and kept in good repair at all times. 157 C-5-3 C. Contractor shall, at all times during the contracted events, have at least one employee in the production facility (control room) who has a minimum of two years video production experience in environments similar to that of RTA or the County of San Luis Obispo. D. Contractor will ensure that all production employees involved in providing services under this Agreement have been thoroughly trained on use of the County of San Luis Obispo’s control room equipment prior to working on an event at the County Government Center. E. RTA strongly prefers that Contractor production employees assigned to work on any event under .this Agreement have experience in working on video production of at least 4 live government meetings prior to working on any event covered under this Agreement. F. Contractor will act with due diligence to meet the following quality production expectations: • Camera Takes are to be cut or fade away. There will be no "wipes." • Picture in Picture is employed when appropriate. • Camera ·takes are to follow the speaker as quickly as possible. • Captioning slates are to be displayed as quickly as possible following a subject change. • Sound levels are to be kept consistent within the best possible range. G. Contractor will meet with RTA on a biannual basis to discuss performance and operational issues. RTA will schedule such meetings and notify Contractor in writing of the established schedule. The frequency of such performance reviews may be reduced at the RTA’s discretion. H. Contractor will not make any hardware configuration changes to County-owned equipment nor remove any County-owned property from the Board Chambers control room without prior written consent or involvement of the County’s Information Technology Department staff. I. Contractor will not modify nor upgrade any software used on County owned equipment, including the installation of new releases or patches, without prior consent or involvement of the County’s Information Technology Department support staff. J. At the conclusion of any/all meetings at the facilities of all other agencies or organizations, Contractor shall return all equipment to predefined, default states. As these states may change from time-to-time, they are not specified within this Agreement. K. Production primary recordings are to be digital with an analog back up. L. Master copies are to be digital where possible. III. EMPLOYMENT STATUS Contractor shall, during the entire term of the Agreement, be construed to be an independent Contractor and nothing in this agreement is intended nor shall be construed to create an employer- employee relationship. IV. OWNERSHIP DVDs or other materials produced in whole or part under this agreement shall be the property of RTA. Any copies of meetings or other materials produced in whole or part under this agreement shall be the property of RTA and none shall be subject to an application for copyright by or on behalf of Contractor V. COMPENSATION RTA shall pay Contractor per meeting compensation of $715 per meeting for all regular RTA Board meetings that extend from 2.0 to 3.5 hours in length. RTA shall pay Contractor $132 per hour overtime for all overtime hours beyond the 3.5 hour length billed in 15-minute increments, rounded-up. For Meetings of RTA that are 2 hours or less, RTA shall pay Contractor a reduced per meeting rate of $500. For “special” meetings, the same rates, as above, shall apply, depending on the length of the meeting. Meetings held at locations other than the County Board of Supervisors Chambers will be billed at a base rate of $750 per meeting. 158 C-5-4 VI. INVOICES Contractor shall submit to RTA an invoice detailing the services performed during the preceding period. Contractor shall specify the length of time of both the RTA sessions separately on each invoice. VII. PAYMENTS RTA shall pay within twenty (20) days after receipt of a complete and accurate invoice of video production/tape distribution activities. VIII. INSURANCE Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the work hereunder by the Contractor, its agents, representatives, or employees. A. Minimum Scope of Insurance - Coverage shall be at least as broad as: 1. Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001). 2. Insurance Services Office Business Auto Coverage Form Number CA 0001. Code 1 (any auto). 3. Worker’s Compensation insurance as required by the State of California and Employer’s Liability Insurance. 4. Errors and Omissions liability insurance appropriate to the Contractor’s profession. Architects and engineers’ coverage is to be endorsed to include contractual liability. B. Minimum Limits of Insurance - Contractor shall maintain limits no less than: 1. General Liability - $1,000,000 per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit. 2. Automobile Liability - $1,000,000 per accident for bodily injury and property damage. IX INDEMNIFICATION The Contractor shall defend, indemnify and hold harmless the County, its officers and employees from all claims, demands, damages, costs, expenses, judgments, attorney fees, liabilities or other losses that may be asserted by any person or entity, and that arise out of or are made in connection with the acts or omissions relating to the performance of any duty, obligation, or work hereunder. The obligation to indemnify shall be effective and shall extend to all such claims and losses, in their entirety, even when such claims or losses arise from the comparative negligence of the County, its officers, and employees. However, this indemnity will not extend to any claims or losses arising out of the sole negligence or willful misconduct of the County, its officers and employees. The preceding paragraph applies to any theory of recovery relating to said act or omission by the Contractor, or its agents, employees, or other independent contractors directly responsible to Contractor, including, but not limited to the following: 1. Violation of statute, ordinance, or regulation. 2. Professional malpractice. 3. Willful, intentional or other wrongful acts, or failures to act. 4. Negligence or recklessness. 5. Furnishing of defective or dangerous products. 6. Premises liability. 7. Strict liability. 159 C-5-5 8. Inverse condemnation. 9. Violation of civil rights. 10. Violation of any federal or state statute, regulation, or ruling resulting in a determination by the Internal Revenue Service, California Franchise Tax Board or any other California public entity responsible for collecting payroll taxes, when the Contractor is not an independent contractor. It is the intent of the parties to provide RTA the fullest indemnification, defense, and "hold harmless" rights allowed under the law. If any word(s) contained herein are deemed by a court to be in contravention of applicable law, said word(s) shall be severed from this contract and the remaining language shall be given full force and effect X. TERMINATION OF AGREEMENT RTA reserves the right to terminate this agreement for convenience, without cause, by the Executive Director at the instruction of the San Luis Obispo Council of Governments, on one week written notice. XI. TERM OF AGREEMENT The effective date of this agreement shall be May 2, 2012. The term of the agreement shall be for the entire fiscal year 2012/2013 (July 1, 2012 – June 30, 2013), with the option of an extension of the contract. RTA shall contact the Contractor two months prior to the end of each fiscal year to discuss potential contract modifications for the upcoming year. XII. NOTICES All notices and communications with respect to this Agreement shall be in writing and served as follows: San Luis Obispo Regional Transit Authority CONTRACTOR 179 Cross Street, Ste. A AGP Video San Luis Obispo, CA 93401 1600 Preston Lane Attn: RTA Executive Director Morro Bay, CA 93442 Attn: Steve Mathieu and Nancy Castle XIII. EQUAL EMPLOYMENT OPPORTUNITY During the performance of this contract, the Contractor agrees that it will not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin, and hereby promises to comply with the provision on contractor agreements contained in Presidential Executive Order Number 11246. IX. ENTIRE AGREEMENT AND MODIFICATION This Contract supersedes all previous contracts and constitutes the entire understanding or the parties hereto. Contractor shall be entitled to no other benefits than those specified herein. No changes, amendments or alterations shall be effective unless in writing and signed by both parties. Contractor specifically acknowledges that in entering into and executing this Contract, Contractor relies solely upon the provisions contained in this Contract and no others. XV. NON-ASSIGNMENT OF CONTRACT Inasmuch as this Contract is intended to secure the specialized services of the Contractor, Contractor may not assign, transfer, delegate or sublet any interest therein without the prior written consent of County and any such assignment, transfer, delegation or sublease without the County's prior written consent shall be considered null and void. XVI. COVENANT This Contract has been executed and delivered in the State of California and the validity, enforceability and interpretation of any of the clauses of this Contract shall be determined and governed by the laws of the State of California. All duties and obligations of the parties created hereunder are performable in San Luis Obispo County and such County shall be the venue for any 160 C-5-6 action or proceeding that may be brought or arise out of, in connection with or by reason of this Contract. XVII. ENFORCEABILITY If any term, covenant, condition or provision of this agreement is held by a court of competent jurisdiction to be invalid, void or unenforceable, the remainder of the provisions hereof shall remain in full force and effect and shall in no way be affected, impaired or invalidated thereby. XVIII. WARRANTY OF CONTRACTOR Contractor warrants that Contractor and each of the personnel employed or otherwise retained by Contractor are properly certified and licensed under the laws and regulations of the State of California to provide the special services herein agreed to. IXX. RECORDS a. Contractor shall keep complete and accurate records for the services performed pursuant to this Contract and any records required by law or government regulation and shall make such records available to County upon request. b. Contractor shall assure the confidentiality of any records that are required by law to be so maintained. c. Contractor shall prepare and forward such additional or supplementary records as County may reasonably request. ACCEPTED BY: __________________________________________________ ____________________ Fred Strong, President Date San Luis Obispo Regional Transit Authority (RTA) 179 Cross Street, Ste. A., San Luis Obispo CA 93401 (805) 781-4472 __________________________________________________ _____________________ Nancy Castle Date AGP Video 1600 Preston Lane, Morro Bay, CA 93442 (805) 772-2715 APPROVED AS TO FORM AND LEGAL EFFECT: ___________________________________________________ ____________________ Timothy McNulty Date RTA Legal Counsel 161 C-6-1 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY May 2, 2012 STAFF REPORT AGENDA ITEM: C-6 TOPIC: Resolution Authorizing FTA Section 5311 Funding ACTION: Approve Resolution PRESENTED BY: Omar McPherson, Grants Administrator STAFF RECOMMENDATION: Approve Resolution BACKGROUND/DISCUSSION: Beginning in fiscal year 2003/04, SLOCOG and the San Luis Obispo Regional Transit Authority (RTA) agreed to program all federal funding from the FTA 5311 Program to RTA. In exchange, SLOCOG programs a similar amount of Transportation Development Act (TDA) funds for rural transit operators. In connection with the exchange program, RTA must submit an annual grant application to the FTA for the 5311 funds. The grant application must include a resolution, approved by the RTA Board, authorizing submittal of the grant application and authorizing the Executive Director to execute and file all assurances and any other documentation required by the FTA. Once approved, the attached resolutions will become part of the grant application for FTA 5311 funding for the 2012/13 fiscal year. 162 C-6-2 RESOLUTION NO. 12-___ RESOLUTION AUTHORIZING THE FEDERAL FUNDING UNDER FTA SECTION 5311 (49 U.S.C. SECTION 5311) WITH CALIFORNIA DEPARTMENT OF TRANSPORTATION WHEREAS, the U. S. Department of Transportation is authorized to make grants to states through the Federal Transit Administration to support operating assistance projects for non-urbanized public transportation systems under Section 5311 of the Federal Transit Act (FTA C 9040.1F); and WHEREAS, the California Department of Transportation (Department) has been designated by the Governor of the State of California to administer Section 5311 grants for transportation projects for the general public for the rural transit and intercity bus; and WHEREAS, San Luis Obispo Regional Transit Authority (RTA) desires to apply for said financial assistance to permit operation of service in San Luis Obispo County; and WHEREAS, San Luis Obispo Regional Transit Authority has, to the maximum extent feasible, coordinated with other transportation providers and users in the region (including social service agencies). NOW, THEREFORE, BE IT RESOLVED AND ORDERED that the San Luis Obispo Regional Transit Authority does hereby authorize the Executive Director, to file and execute applications on behalf of San Luis Obispo Regional Transit Authority with the Department to aid in the financing of capital/operating assistance projects pursuant to Section 5311 of the Federal Transit Act (FTA C 9040.1F), as amended. That Executive Director is authorized to execute and file all certification of assurances, contracts or agreements or any other document required by the Department. That Executive Director is authorized to provide additional information as the Department may require in connection with the application for the Section 5311 projects. That Executive Director is authorized to submit and approve request for reimbursement of funds from the Department for the Section 5311 project(s). Upon motion of Director ____________, seconded by Director _____________, and on the following roll call, to wit: AYES: NOES: ABSENT: ABSTAINING: The foregoing resolution is hereby passed and adopted by the San Luis Obispo Regional Transit Authority of San Luis Obispo County, State of California, at a regular meeting of said Board of Directors held on the 2nd day of May, 2012. AUTHORIZING RESOLUTION STATE OF CALIFORNIA FTA SECTION 5311 PROJECT OPERATING ASSISTANCE APPLICATION 163 C-6-3 ___________________________________ Fred Strong President of the RTA Board ATTEST: __________________________________ Geoff Straw Executive Director APPROVED AS TO FORM AND LEGAL EFFECT: By: ______________________________ Timothy McNulty RTA Counsel Dated: ______________________ (Original signature in BLUE ink) 164 C-7-1 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY May 2 , 2012 STAFF REPORT AGENDA ITEM: C-7 TOPIC: 5307 Grant Administration ACTION: Review and Approve PRESENTED BY: Geoff Straw Executive Director STAFF RECOMMENDATION: Approve the ECHO-Web Authorization and Certification form for Federal Transit Administration (FTA) to provide SLORTA representative access to ECHO-Web system for fund reimbursement. BACKGROUND/DISCUSSION: San Luis Obispo Regional Transit Authority (RTA) has served as the FTA Section 5307 grantee for the last four years on behalf of the City of Atascadero and the City of Paso Robles. Prior to RTA assuming these responsibilities, the designated grantee was the City of Paso Robles. For RTA to properly administer FTA Section 5307 grants on behalf of the City of Atascadero and the City of Paso Robles, FTA requires RTA to have access to ECHO- Web system for fund reimbursement. Due to my recent appointment as RTA Executive Director, we need an ECHO-Web Authorization and Certification form approved by the Board, as presented in the attachment. With the increasing population in south San Luis Obispo County and the recent completion of the 2010 Census, it is likely that RTA will be required to fulfill these responsibilities on behalf of the anticipated designation of the Arroyo Grande – Grover Beach Urbanized Area. Once that designation is formally executed, RTA staff will seek both the RTA Board and South County Area Transit Board’s approval to serve as the designated grantee for that area, as well. 165 16 6 C-8-1 SAN LUIS OBISPO REGIONAL TRANSIT AUTHORITY May 2 , 2012 STAFF REPORT AGENDA ITEM: C-8 TOPIC: Resolution Authorizing RTA Executive Director, Certified Financial Officer or Grants Manager to execute for and on behalf of RTA for State Proposition 1B Safety & Security Funds. ACTION: Approve PRESENTED BY: Geoff Straw, Executive Director STAFF RECOMMENDATION: Adopt Resolution Proposition 1B was passed in November 2006 by California voters. Based on statewide estimates, approximately $12.1 million will be apportioned to San Luis Obispo County for transit capital projects over the next five years. RTA is an eligible recipient of this funding. In FY12 RTA applied for and was awarded $200,000 in Proposition 1B Safety and Security Funds as Phase 2 of 3 for our Intelligent Transportation Systems (ITS) project, which includes an enhanced two-way radio system, a GPS-based automatic vehicle location system, automatic passenger counter system, and on-bus security camera systems. However, the Governor’s Office of California Emergency Management Agency (CALEMA) requires the attached Authorizing Agent Signature Authority and Governing Body Resolution in order to execute funding agreements. Staff recommends approval of the resolutions authorizing the RTA Executive Director, Chief Financial Officer and Grants Manager to execute for and on behalf of RTA, any actions necessary for the purpose of obtaining financial assistance provided by the Governor’s Office of CALEMA. 167 179 Cross Street, Suite A San Luis Obispo, CA 93401 (805) 781-4472 Fax (805) 781-1291 www.slorta.org C-8-2 Authorized Agent Signature Authority 2011-12 Transit System Safety, Security and Disaster Response Account Program AS THE ________President_______________________________________________________ (Chief Executive Officer / Director / President / Secretary) OF THE _______San Luis Obispo Regional Transit Authority (RTA)______________________ (Name of State Organization) I hereby authorize the following individual(s) to execute for and on behalf of the named state organization, any actions necessary for the purpose of obtaining state financial assistance provided by the California Emergency Management Agency. ____Geoff Straw, Executive Director___________________________________________ , OR (Name or Title of Authorized Agent) ____Omar S. McPherson, Grants Manager ___________________________________ , OR (Name or Title of Authorized Agent) ____Tania Arnold, Chief Financial Officer_______________________________________ . (Name or Title of Authorized Agent) Signed and approved this __2nd__day of __May__, 2012. __________________________________________________________ (Signature) 168 179 Cross Street, Suite A San Luis Obispo, CA 93401 (805) 781-4472 Fax (805) 781-1291 www.slorta.org C-8-3 Governing Body Resolution 2011-12 Transit System Safety, Security and Disaster Response Account Program BE IT RESOLVED BY THE _San Luis Obispo Regional Transit Authority Board of Directors (Governing Body) OF THE __San Luis Obispo Regional Transit Authority___________________________ THAT (Name of Applicant) ___Geoff Straw, Executive Director__________________________________________ , OR (Name or Title of Authorized Agent) ___Omar S. McPherson, Grants Manager______________________________________ , OR (Name or Title of Authorized Agent) ___Tania Arnold, Chief Financial Officer______________________________________ , (Name or Title of Authorized Agent) is hereby authorized to execute for and on behalf of the named applicant, a public entity established under the laws of the State of California, any actions necessary for the purpose of obtaining financial assistance provided by the California Emergency Management Agency. Passed and approved this _2nd _ day of _May_, 2012. Certification I, _Fred Strong_________________________________________________, duly appointed and (Name) __President_________________ of the __RTA Board of Directors _____________________ (Title) (Governing Body) do hereby certify that the above is a true and correct copy of a resolution passed and approved by the __RTA Board of Directors____________ of the ____RTA_____________________ on the (Governing body) (Name of Applicant) _____2nd _________________ day of, ___May_______________________________, 20_12_____ . __President of the RTA Board_________________ (Official Position) __________________________________________ (Signature) __May 2, 2012________________________(Date) 169 Regional Transportation Planning Agency Metropolitan Planning Organization Census Data Affiliate Service Authority for Expressways and Freeways San Luis Obispo Council of Governments Arroyo Grande Atascadero Grover Beach Morro Bay Paso Robles Pismo Beach San Luis Obispo San Luis Obispo County Ronald De Carli, Executive Director 1150 Osos St. Suite 202, San Luis Obispo, CA 93401 Tel. (805) 781-4219 Fax (805) 781-5703 E-mail: slocog@slocog.org Internet: www.slocog.org May 25, 2012 Dear Chairmen Boxer and Mica and Ranking Committee Members Inhofe and Rahall: I am writing on behalf of the San Luis Obispo Council of Governments (SLOCOG) to thank you for your enthusiasm in addressing the reauthorization of the Federal Surface Transportation legislation. We are also requesting favorable consideration of a small number of critically important provisions that we feel must be included in the final bill. We support much of what is included in the Senate bill (S. 1813), including program consolidation, streamlining project delivery, and improving the planning process. We also support a number of the provisions included in the House bill (H.R 4348), including designation of MPO’s, the STP funding formula and 10% set-aside for enhancements. As the committee considers a final bill we respectfully request the following provisions be included: 1. Preserve the current population threshold for defining Metropolitan Planning Organizations (MPO) and current planning procedures. We are very concerned about provisions in MAP-21 that would eliminate or phase out MPO regions with a population less than 200,000. We are also concerned that the proposed tiering structure would shift planning and programming responsibilities from small MPO’s (like ours) to State Departments of Transportation. We believe the best decisions affecting local and regional planning and programming are those made by local elected officials who are accountable to the electorate, know their region, and have cooperatively developed regional vision plans through a comprehensive public participation process. Removing local decision-making authority from the transportation planning and programming process will take away the voice of local government and its citizens. 2. Preserve essential programs, including Transportation Enhancements and Safe Routes to Schools. It is critical to ensure that funding be available for projects that improve safety and mobility for bicycling and walking. We appreciate inclusion of Transportation Enhancement (TE) and Safe Routes to School (SRTS) programs as eligible uses of Congestion Mitigation and Air Quality (CMAQ) “Additional Activities” funds. 170 We request the following provision be included in the final bill to clarify MPO eligibility for CMAQ funding: “All areas are eligible for this source and that funds are not restricted to non-attainment or maintenance areas or areas covered by an MPO”. 3. Maintain 15% set-aside of dedicated funding for off-system local bridges. We strongly urge you to retain language in S. 1813 that would maintain a dedicated Federal funding stream for off-system (local) bridges. Without dedicated funding for these bridges, we are extremely concerned that maintenance, repair and capital projects will be unable to effectively compete against other state highway bridge projects. 4. Provide dedicated funding for the High-Risk Rural Roads (HRRR) Program: We strongly urge you to maintain current law in SAFETEA-LU that provides dedicated funding for this program. As you know this program was created to provide Federal assistance for safety improvements on rural two-lane roads that are not otherwise eligible for state or Federal funding. The performance standard in MAP-21 sets an unreasonable high requirement for funding. 5. Continue existing Surface Transportation Program (STP) funding allocation method. We strongly urge you to retain the existing formula in SAFETEA-LU (62.5% to MPOs, 37.5% to state) versus the formula proposed in MAP-21 (50% to MPOs, 50% to state). The proposed change shifts programming and funding from MPOs responsible for the entire transportation system to State Departments of Transportation that have responsibility which is limited to state highways. 6. Adopt environmental streamlining provisions that expedite project delivery while maintaining appropriate environmental safeguards and local participation. W e urge the Committee to support the streaming provisions in MAP-21. We also urge the Committee to include Section 611 of H.R 4348 as follows “This section is to establish the authority and provide procedures for achieving integrated planning and environmental review processes to enable statewide and metropolitan planning processes to more effectively serve as the foundation for project decisions, foster better decision making, reduce duplication in work, & avoid delays in transportation improvements”. The decisions you are making are critical to the economic recovery of our communities and the nation as a whole. MPO’s are an important part of insuring the system meets the changing needs of communities while protecting the environment, connecting job opportunities, and promoting the safe and equitable development of transportation plans and improvements. We request Congress continue to empower local elected officials and retain and enhance Metropolitan Planning and Programing provisions. Thank you for your consideration of these requests. Please do not hesitate to have your staff contact us with any questions or needed clarifications at 805- 781-5724. Sincerely, Ronald L. De Carli Executive Director San Luis Obispo Council of Governments 171 172 160 West Santa Clara Street, Suite 675, San Jose CA 95113 (408) 278-1700 Fax (408) 278-1717 www.fehrandpeers.com MEMORANDUM Date: June 18, 2012 To: Eliane Wilson, SLOCOG From: Matt Haynes, PE, AICP, Franziska Church, AICP, Monica Altmaier, Fehr & Peers Gordon Shaw, LSC Transportation Consultants, Inc Subject: SLOCOG BRT Applications Study - Background Document Review SJ11-1310 Project Purpose and Objectives Population and employment growth in the San Luis Obispo County area has put pressure on the County’s transportation system and resulted in the need to strategically plan for future transportation investments. In addition to population and employment growth, the general population in the county is aging as well. This has meant that transit services are becoming even more important as a way for aging residents to get around. A growing student population has also increased the need for County transit services as higher costs of living restrict private automobile access. Against this backdrop, current economic conditions have meant that there is less funding to provide better service while new funding opportunities are limited. SLOCOG has been proactive in anticipating the transit needs in the county and has embarked on a series of studies to better improve local and regional transit service and has initiated a study to evaluate Bus Rapid Transit (BRT) opportunities along the US 101 corridor. This purpose of the Regional BRT Applications study will be to further advance past transit planning work that has been occurring in the County and provide an assessment of the most effective BRT strategies that can be pursued along the US 101 corridor at interchanges and along streets serving these interchanges. Specifically, the goal will be to identify BRT elements that are most suitable for the area, provide a ranking of their effectiveness and propose a timeline for integrating these elements into future projects and programs. The key project objectives are:  Streamline regional transit service in San Luis Obispo County  Attract new transit riders in the County  Evaluate most cost-effective transit improvements in order to develop a prioritized implementation plan 173 Eliane Wilson June 18, 2012 Page 2 of 26 Introduction The purpose of this memorandum is to provide a summary of relevant studies for BRT in San Luis Obispo County. These studies are broken up into three categories, including: 1) Caltrans Policy Documents 2) Regional and Countywide Studies, and 3) Evaluation and Implementation Materials. Within each category, the relevant studies and policy documents are summarized to assess key findings applicable to this project. Utilization of highway bus routes has been around since the early 1950s. According to the Institute of Transportation Engineers (ITE) report, “Bus Stops for Freeway Operations” (1971), these facilities provide access to fast transit service in areas where other transit alternatives consist of time consuming off-expressway travel. To date, the San Luis Obispo region has evaluated several options to improve their transit system to accommodate their growin g population and employment. The San Luis Obispo region values transit service as an important way to support accessibility for their diverse population. These efforts are reflected in the series of studies conducted to evaluate methods to better improve local and regional transit service. This memorandum will serve to summarize the work that has been occurring to date within the County and at the statewide level. These studies highlight the benefits and challenges of Bus on Shoulder (BOS) systems, including improving system ridership and efficiency with lower capital costs and more flexibility. A large challenge is that there is currently no nationally recognized or consistent criteria for BOS; without these systems being included in the California Vehicle Code, any program will need to go through an experimentation process. The Decision Document (2008) recommends that legislation be passed to amend the California Vehicle Code to allow for BOS in certain circumstances. Summaries for the following documents are included in this memorandum: Caltrans Policy Documents  2007 Caltrans Policy on BRT Implementation Support on California’s Highway System  2008 Deputy Directive 98, Integrating Bus Rapid Transit into State Facilities  2008 Decision Document: Authority for Use of Freeway Shoulders by Transit Buses  2008 Bus on Shoulder Concept Study correspondence with Caltrans District 5  2009 Statewide BRT project inventory  2011 South County BRT Assessment correspondence with Caltrans District 5 Regional Studies 174 Eliane Wilson June 18, 2012 Page 3 of 26  1998 Express Bus Stop Study (SLOCOG, RTA, Caltrans District 5)  2006 SLOCOG BRT Feasibility Study (SLOCOG)  2010 Regional Transit Authority Short Range Transit Plan (Prepared by Majic Consulting for RTA)  2012 North County Transit Plan (Prepared by Nelson\Nygaard for SLOCOG)  2011 South County Transit Plan- BRT Assessment (Prepared by LSC Transportation Consultants for SLOCOG)  2011/12 San Luis Obispo Coordinated Transit Center Study (Prepared by Dokken Engineering with LSC Transportation) Evaluation and Implementation  2008 Bus On Shoulder Concept Study (Jessica Berry, Cal Poly San Luis Obispo Thesis)  Standards/ Guidelines Review for Marin County Bus Stops on US 101  Preferential Bus Treatment in San Luis Obispo (Professor Eugene Jud’s Cal Poly San Luis Obispo Public Transportation Class Project Fall 2011) CALTRANS POLICY This section summarizes the major state-wide efforts relating to BRT policy and implementation. Caltrans recognizes and supports BRT as a solution to increase capacity and reduce traveler delay. However, policies would need to be developed and revised to allow such facilities on US 101. Furthermore, procedures and standards would need to be put in place to guide development of such facilities. Caltrans does not currently see these facilities as feasible alternatives on US 101 in San Luis Obispo County but supports further evaluation of planning and reviewing alternatives. 1. Caltrans Policy on BRT Implementation Support on California’s Highway System (2007) Summary This is a policy document that is consistent with existing directives to reach context-sensitive solutions through a collaborative, interdisciplinary approach involving all stakeholders in the development of transportation infrastructure. Key Findings Caltrans recognizes and supports the concept and implementation of Bus Rapid Transit as a potentially cost-effective strategy to maximize people throughput, reduce traveler delay, increase capacity, and foster energy savings on the California State Highway System (SHS), as well as other roadway systems. The intent of DP 27 is to clearly establish a corporate expectation for conducting business between Caltrans and local BRT agencies. DP 27 summarizes the various roles internal to Caltrans that should foster the integration of BRT on SHS. 2. Deputy Directive 98: Integrating Bus Rapid Transit into State Facilities(2008) 175 Eliane Wilson June 18, 2012 Page 4 of 26 Summary This is a policy document that outlines Caltrans’ supports for the integration of Bus Rapid Transit (BRT) projects and operations on the California State Highway System (SHS) where most effective, through partnerships with BRT stakeholders. Key Findings The document lays out responsibilities for relevant Deputy Directors, District Directors, and Division Chiefs, Deputy District Directors, and all employees for the integration of BRT systems into SHS as appropriate. These responsibilities range from developing/maintaining/revising policies, procedures, standards, guidance, and manual related to planning, reviewing, and integrating BRT with other modes on the SHS to internal Caltrans coordination responsibilities 3. Decision Document: Authority for Use of Freeway Shoulders by Transit Buses (2008) Summary Use of shoulders for anything other than emergency vehicles is currently prohibited in California. Without legislation, any project will need to be a pilot project. This memorandum illustrates the support to pursue legislation to modify vehicle code to support the use of freeway shoulders by transit buses to facilitate bus movement by bypassing congested areas. Bus use of shoulders to bypass congestion has been in operation for more than ten years in other parts of the U.S. The decision document outlines the criteria to address safety, operations, and maintenance of these facilities. Key Findings The fiscal impact of these facilities includes increased maintenance such as drainage facilities or repaving and increased need for enforcement. Impacts to policies include the need to revise the Highway Design Manual. There are several risks involved with such a legislation, including increased potential for tort liability, emergency vehicle conflicts, and increasing collisions due to speed differentials. Their recommended action is to allow transit buses to use freeway shoulders when they are 12 feet wide, have improved shoulders for increased loading, adjusted drainage facilities, adjust cross slope, and establish freeway service patrols. 4. Statewide BRT Project Inventory (2009) Summary This is a spreadsheet that summarizes statewide BRT projects. Information presented (as available) include:  District, 176 Eliane Wilson June 18, 2012 Page 5 of 26  County,  Project Name,  Status (Planned, Operational, or Future) and Year  Capitol Cost  Project Agency  Route Miles  Bus Features (Mixed Flow, Low Floors, Signal Priority, Enhanced Doors, Smart Card Reader, On/Off Board Collection, Pre/On-Board, cash & Passes  Description  Contact  County  Route,  Begin Post Mile  End Post Mile The spreadsheet includes 37 projects, including mention of a potential future project in San Luis Obispo County, but with no other project information available. Key Findings This document will be relevant to compare BRT systems on State Highways that have similar characteristics as the one proposed on US 101. Many of the existing BRT systems on State Highways operate on State Routes/major arterials, such El Camino Real (SR 82). 5. South County BRT Assessment Correspondence with Caltrans District 5 (2011) Summary This letter represents the Caltrans response to the SLOCOG “South County BRT Assessment”, which is summarized in the next section on Regional and Countywide Plans. Caltrans supports the goal of providing efficient, direct and dependable transit service on US 101. Transit efficiency on the local road system is a primary concern, suggesting that BRT efficiencies on the local road system be emphasized over US 101 interchange improvement (i.e. transit signal priority at local intersections). Secondly, building a complete interconnected network will be challenging for US 101, thus reducing the opportunity to get consistent and predicable travel times. Key Findings The current transit operations do not justify major change to US 101 interchanges. The letter recommends future efforts evaluate potential investments in transit and park and ride facilities. The letter also includes an attachment providing detailed Caltrans comments. They recommend the need to assess maintenance of the system. Their specific design recommendations include: 177 Eliane Wilson June 18, 2012 Page 6 of 26  Locating bus shelter 30 feet from edge of traveled way  Use of 100 foot long acceleration lanes  Keeping sidewalks away from highway ramps. Furthermore, Caltrans does not currently envision any new park and ride facilities on state property due to maintenance and liability concerns. 6. Bus on Shoulder Concept Study Correspondence with Caltrans District 5 (2008) Summary This letter represents Caltrans’ response to the “Bus on Shoulder Concept Study”, summarized in the next section. They recognize BOS one of several strategies to maximize traveler throughput, reduce traveler delays, and increase capacity. Incorporating BRT strategies on the local roadway system, such as traffic signal priority lanes, can also improve transit efficiency. Key Findings A full comprehensive BRT study should be conducted to evaluate all alternatives since a 10 foot shoulder is the minimum to accommodate BOS and 12 feet around structures. The State Highway Operation Protection Program (SHOPP) funds are constrained and BOS may not be an appropriate use of funds as it essentially helps to complete a discontinuous system over an uncertain timeframe. 178 Eliane Wilson June 18, 2012 Page 7 of 26 REGIONAL AND COUNTYWIDE PLANS This section summarizes the studies as they relate to region-wide efforts. In order to make express transit a competitive form of transportation in San Luis Obispo County, it needs to be convenient, an efficient use of time, and interconnected to the surrounding transportation system. According to the Regional Transit Authority’s Short Range Transit Plan (2010), between the years of 2000 and 2025, San Luis Obispo County’s population is expected to grow 41 percent, with a majority of development occurring outside a one-quarter mile radius of a transit route. The demand for an express transit system will support this growing population. While there has been past discussion to pursue legislation to modify the vehicle code to support the use of freeway shoulders by transit buses, concerns from Caltrans remain. These concerns relate to sight distance, merging, potential for rear end collisions and pedestrian safety on highway on/off ramps. As discussed in more detail below, full (separated) BRT is not appropriate for SLO County, mainly due to the demographic characteristics. Consequently, guidelines are needed for express bus stops to help local and regional services evaluate how to best accommodate express bus services. Elements of BRT systems could be implemented into the existing express bus transit system to improve its operations in the short- term. These improvements include expanding express bus service using some of the “rapid” characteristics of BRT such as limited stops, stops that minimize the need for travel on local streets, and more efficient fare collection systems. For the longer term, another BRT feasibility study should be conducted to determine if changes in demographics are trending to more favorable conditions for BRT. 1. Express Bus Stop Study (1998) Summary Express bus service is a type of fixed route transit service designed to provide faster service to a select number of destinations by not serving all areas near the route. This study evaluated the potential for expanding express bus service primarily in northern San Luis Obispo County along the US 101 corridor between San Luis Obispo and San Miguel. Consideration was also given to other planned or existing freeway corridors in the county. In order to be successful, express bus service should be competitive in convenience, pricing and travel time to carpooling or driving alone. Elements which would encourage commuters to ride express bus service include:  Convenient and safe local transit, bike, pedestrian and auto connections to/from the express bus service on both ends of the trip.  No out of direction travel from residence to reach the express bus stop. 179 Eliane Wilson June 18, 2012 Page 8 of 26  Short distance between park and ride lot/ local transit connection and the express bus stop, particularly for the commute to work.  Express bus service should have limited travel time on local streets There are four different express bus routing options:  Express with remote stops – Bus primarily travels on freeway, stops located on local streets.  Local to express – The morning trip begins as local service and completes trip in a business district via the freeway. A park and ride lot is typically the last stop prior to the route terminus.  Freeway express with local system support – The bus route primarily runs on the freeway. Express bus stops are located on on/off ramps or adjacent to the mainline and near a park and ride with connections to local transit.  Express combination – Combination of all three routing types. There are three types of express bus stop configurations:  Remote location – Examples include park and ride lots; low cost but longer travel time  Ramp/street level – On ramp/off ramp; low to moderate cost; shorter travel time; potential for design issues for pedestrian access, merging etc.  Mainline/freeway level – On highway shoulder; significant time savings; higher costs and design issues. Key Findings An express bus stop screening and selection process was developed to evaluate potential sites in North County. Criteria used in the evaluation included: ridership demand, park and ride lot design and connectivity, accessibility/efficiency for express bus, cost effectiveness, safety/security. Thirteen express bus stop configurations were evaluated in eight different locations in North County:  Niblick Road and Spring Street  Las Tablas Road and US 101  Templeton Community Park  Vineyard Drive and US 101  Atascadero City Hall  Curbaril Road and US 101  Santa Rosa Road and US 101  Santa Barbara Road and US 101. Due to concerns (particularly from Caltrans) about sight distance, merging, potential for rear end collisions and pedestrian safety on highway on/off ramps, it was determined that further engineering evaluation would be required before final site selection could take place. The study recommended developing guidelines for express bus stops, consider/incorporate express bus 180 Eliane Wilson June 18, 2012 Page 9 of 26 service in PSR’s, RTPs and transit plans, and evaluate ways local and regional services could accommodate express bus service. 2. Regional Transit Authority Short Range Transit Plan (2010) Summary RTA serves three primary corridors in San Luis Obispo County: North County, South County and North Coast. Route 9 serves the North County Corridor along US 101 between San Luis Obispo and Paso Robles. This corridor has the largest population base. Route 10 serves the South County Corridor along US 101 between San Luis Obispo and Santa Maria in Santa Barbara County. A higher proportion of Route 10 passengers use RTA for commuting purposes to full-time jobs and the route has experienced a stronger increase in ridership. The North Coast corridor is served by Route 12 A and 12 B1 along Highway 1 as far as San Simeon. The document presents a thorough overview of other recent planning efforts as well as a detailed evaluation of RTAs services. This Short Range Transit Plan presents the most viable service plan for RTA routes along with service options which emphasize regional service and minimize local service. A five year capital and financial plan is also presented. Key Findings Between 2000 and 2025, San Luis Obispo County’s population is expected to grow 41 percent. Recent population growth has occurred in the unincorporated areas of the County. The majority of new developments are occurring outside a one- quarter mile radius of a transit route. In comparison to peer counties, San Luis Obispo County has a shorter commute time, higher median household income, lower unemployment and lower population density. The public participation effort revealed passenger dissatisfaction with RTA on-time performance. Routes 9 and 10 travel along the US 101 corridor and therefore have the greatest relevance to this study. Route 9 – On weekday afternoons, two express trips travel between the SLO Government Center and the 1 Route 12 A and 12 B have since been replaced by Routes 11, 12, 13, 14, and 15 in Aug ust 2011. 181 Eliane Wilson June 18, 2012 Page 10 of 26 Paso Robles train station for a total trip time of 53 minutes (bypass Santa Margarita) as opposed to the regular trip time of 1 hour and 7 minutes. Two semi-express trips (eliminate stop at Cal Poly campus) operate in the northbound direction. Three express trips occur in the mornings in the south bound direction. Route 9 operates with less frequency and during a shorter daily span of service on weekends. Route 9 Recommended Service Plan - Limit Cal Poly stops to one. Maintain service along El Camino Real, however, consider reducing number of stops. The regional option is to change all regular runs into express runs with limited local service. Route 10 – Route 10 runs between the SLO Government Center and the Santa Maria Transit Center. The route travels south on US 101 from San Luis Obispo to the SCAT transfer center at the Pismo Beach Prime Outlets. The route makes two stops in Arroyo Grande before getting back on US 101 to Santa Maria. Two express trips have limited service in San Luis Obispo, Pismo Beach and Santa Maria. Route 10 operates with less frequency and during a shorter daily span of service on weekends. Route 10 Recommended Service Plan – The only significant change to this route is the elimination of the stop at the Santa Maria Transit Center. The regional option would also eliminate stops at the SLO Amtrak Station and SLO Greyhound Station as these stops are served by SLO Transit. 3. SLOCOG BRT Feasibility Study (2006) Summary This study provides a thorough overview of Bus Rapid Transit (BRT) operations and how they relate to other similar transit systems (e.g. traditional buses, light rail). The study discusses the different elements of BRT systems and how they compare to other types of transit systems. These include running ways, stations, vehicles, fare collection, intelligent transportation systems, and service/operating plans. The study also provides a discussion on alternatives to BRT including regular transit, express buses, carpooling, vanpooling, and light rail. The study continues with case studies of successful BRT systems in Eugene, Oregon; Cleveland, Ohio; Seattle, Washington; and Los Angeles, California. These particular cities were chosen to compare how BRT systems function in medium-size and large cities. The study notes that all of these case study cities have more favorable demographic characteristics for BRT than SLO County. 182 Eliane Wilson June 18, 2012 Page 11 of 26 Key Findings The 2006 BRT Feasibility Study concludes that full (separated) BRT is not appropriate for SLO County in 2006. This is mainly due to the demographic characteristics of SLO County. Compared to the case study locations, SLO County has a lower total population, lower population density, and low usage on existing transit services. It is also noted that the population centers that would be served by the BRT system are “sprawled” with a low proportion of the population that would be within walking distance from any one stop BRT station location. Increasing the number of stops to a BRT corridor can quickly deteriorate the “rapid” characteristic of BRT. This issue could be mitigated by ensuring that the local transit route would provide for convenient transfers. This study concludes that a full BRT system would not be anticipated to have a high enough level of use to justify costs. The study recommends that elements of BRT systems could be implemented into the existing express bus transit system to improve its operations in the short-term. These improvements include expanding express bus service using some of the “rapid” characteristics of BRT such as limited stops, stops that minimize the need for travel on local streets, and more efficient fare collection systems. Ridership could also be increased by adding amenities to stops, improving vehicles to provide quicker ingress/egress, and providing for efficient transfers to existing local transit routes. For the longer term, the study suggests conducting another BRT feasibility study ten years out to determine if changes in demographics are trending to more favorable conditions for BRT. It is also noted that “incorporating express bus stops into future interchange Project Study Reports (PSR’s) or other applicable engineering studies along the Route 101 corridor will provide means for future express service throughout the County, as well as paving the way for future BRT stops .” If US 101 is widened to six lanes, designating the additional lane as a peak commuter period HOV lane could improve express bus and possible future BRT operations. 4. South County Transit Plan- BRT Assessment (2011) Summary The South County Short Range Transit Plan is a five year transit plan for the South County Area Transit (SCAT) program, which serves the southern portion of San Luis Obispo County, focusing on the Five Cities area (Arroyo Grande, Grover Beach, Oceano, Pismo Beach, and Shell Beach), as well as Avila Beach. The plan begins with a review of demographics and commute patterns and an analysis of SCAT services. One chapter explores BRT concepts and compares South County to other areas with 183 Eliane Wilson June 18, 2012 Page 12 of 26 successful BRT systems. The primary focus of the plan is to make specific recommendations abou t SCAT services, institutional structure and marketing strategies for the next five years. The report provides potential conceptual BRT improvements for the following locations:  Spyglass Drive  Prime Outlets/ 4th Street  Halcyon Park-and-Ride  Los Berros Road/ Thompson Road  Willow Road  West Tefft Street Key Findings Much of the South County area economy is based on tourism. Although the South County population is fairly transit dependent, the largest transit dependent groups are youth and elderly. Census data demonstrates that only 0.2 percent of South County residents commute on public transit. Roughly 70 percent of residents have a commute time of less than 25 minutes. These factors make BRT a less attractive option for South County residents. However, as part of the public outreach process, a group of employees of Avila Beach businesses requested commuter service to Avilla Beach from the Five Cities areas. Chapter 11 of the document provides an overview of successful BRT systems in Los Angeles, Alameda County, Santa Clara, San Francisco and Sacramento as well as a description of BRT elements such as traffic signal priority and “jump-queue lanes”. In comparing these BRT service areas with South County communities, it was found that the number of employees per acre and dwelling units per acre and presence of traffic congestion on adjacent roadways in South County communities was below recommended thresholds for BRT service. However, the existing configuration of US 101 on/off ramps and local streets results in longer travel time and distance for RTA Route 10 to pick up passengers in South County. Locating RTA Route 10 bus stops on US 101 on-ramps with nearby connections provided by SCAT would solve this issue, particularly at the Spyglass Road interchange and the area around the Pismo Factory Outlets center. Golden Gate Transit in Marin County has been successful with freeway on/off ramp bus stops. In Washington State, the SR 520 corridor contains short bus only lanes adjacent to the freeway. Both systems connect to park and ride lots. In contrast to findings from the 1998 Express Bus Stop study, Caltrans has implemented new policies to support the implementation of BRT on the state highway. 184 Eliane Wilson June 18, 2012 Page 13 of 26 The study concluded that although South County would benefit from improved connections between SCAT local routes and RTA regional services on US 101 in the form of on-freeway bus stops, the cost of large-scale modifications to US 101 interchanges to accommodate BRT and freeway bus stops outweighs the benefits. However, relocation of bus stops and limited improvements to existing ramps, acceleration / deceleration and intersections may be warranted. Any future US 101 interchange projects should incorporate BRT type strategies that may speed RTA Route 10 operations. 5. San Luis Obispo Coordinated Transit Center Study (2011/12) Summary This Technical Memorandum reviews conceptual design alternatives for a new downtown transit center in San Luis Obispo. The purpose of the transit center is to provide a transfer location for San Luis Obispo Transit (SLO Transit), San Luis Obispo Regional Transit Authority (RTA) and other services. Needs analysis in other technical memorandums indicated that the transit center building should be 5,200 square feet, include space for passenger amenities and 14 bus bays in the short term and 16 in the long term. Two locations have been identified as potential sites: an upgrade of the existing site on Osos Street between Monterey Street and Mill Street, or a new location on Higuera Street between Santa Rosa and Toro Streets. Multiple site concepts were developed and outlined in Technical Memorandum 5, designed to accommodate up to 16 buses at a time. Key Findings Differences between the Higuera Street concept alternatives are:  Lane configurations on Higuera Street. Some options would maintain the current one-way southwest-bound operation of Higuera Street, while others would convert it to two-way operation.  Street parking configuration  Whether or not the required 16 bus bays can be accommodated  Bus ingress/egress  The maximum distance staff and transit users must walk to make a transfer  Lots need to be acquired and demolition required for project  Possible square footage of transit center and passenger amenities (shelter etc.)  Proposed nearby traffic calming and pedestrian facilities for safety Differences in the Osos Street concept alternatives include: 185 Eliane Wilson June 18, 2012 Page 14 of 26  The exact location of the new transit center  On-street parking configuration  How many existing bus bays will remain  Possible square footage of transit center and passenger amenities (shelter etc.)  The total number of bus bays accommodated  The maximum distance staff and transit users must walk to make a transfer  Whether bus bays are provided along Mill Street The key difference between these options with regards to the current US 101 BRT study is the differences in potential ingress and egress routes for the various bus routes. For instance, some of the Higuera options would require all buses to enter via Toro Street, while others would also allow buses to enter from Santa Rosa Street. 6. North County Transit Plan (2012) Summary The North County Transit Plan, led by SLOCOG as well as the City of Atascadero, City of Paso Robles, and the San Luis Obispo RTA, provides a comprehensive evaluation of public transportation services for the years FY 2012/13 to FY 2018/19. North County is serviced by three transit providers: RTA operates Route 9 and Atascadero and Paso Robles provide local services. They serve local, regional, and interregional trips with a range of transit users, including commuters, transit dependent individuals, college students, and tourists. The plan provides recommendations for these three agencies to work together to collaborate, evaluate existing service, and consolidate. The three service plans developed from the outreach process include: 1. Minor Shift to Express Service- Add peak period express service on Route 9 but reduce midday service. Add services to Templeton and Twin Cities Hospital. 2. Major shift to Express Service- Dramatically shift resource on Route 9 to express services and limit regional connections. Add services to Templeton and Twin Cities Hospital. 3. Consolidated Fixed Route Services under RTA- A single transit operator in North County and consolidate services so RTA Route 9 can provide a single-seat ride to most North County destinations. 186 Eliane Wilson June 18, 2012 Page 15 of 26 The focus groups and Committee identified Alternative 3 as the favorable alternative with one important modification. This version, named “3B”, consolidates the Paso Robles Dial-a-Ride (to be operated by Runabout). Key Findings The three major alternatives evaluated (briefly identified above) include: Alternative 1- Partial Service Delineation This alternative shifts regional resources towards faster and more direct services on Highway 101 by primarily altering Route 9. This includes doubling express service on Route 9 compared to existing conditions, focusing on two timed transfer locations, less frequent midday service, service to downtown Templeton and Twin Cities Hospital, and more park-and-ride facilities. Alternative 1 is not anticipated to result in an increase in revenue service hours over existing levels. The fixed route ridership for this alternative is 383,000 or 3.8% higher than existing. Alternative 2- Focus on Express Service Alternative 2 further directs Highway 101 corridor resources to express service by shortening the regional route to operate only between Santa Margarita and San Miguel. In addition to implementing all of the elements within Alternative 1, Alternative 2 has additional express service, reduces regional service, and has additional timed transfers. This does not assume an increase in revenue service hours. The fixed route ridership is estimated to be 391,000 or 6% higher than existing. Alternative 3: Consolidated Fixed Route North County Service Through operating all fixed route transit services in North County through RTA, with the exception of the two Dial-a-Ride services in Paso Robles and Atascadero, the operational efficiency increases through eliminating duplicate services. The El Camino Shuttle and Paso Express Route C would be replaced. Some of the key service features include the North County regional route, serving as Route 9, but modified to include service to Templeton, Pasada Lane and Twin Cities Hospital, and Cuesta College. Alternative 3 also includes timed transfers and park- and-ride facilities. Similar to the other 2 alternatives, there is no increase in revenue service hours. The fixed route ridership for Alternative 3 is estimated to be 387,000, or approximately 5% higher than existing fixed route ridership. All of these alternatives do not include additional express service in North County. With the cost savings from consolidating fixed route services in North County, resources can be reinvested in additional services. This could include expanded service hours, providing service on Highway 41 between Atascadero to Morro Bay, and connecting Highway 46 between Paso Robles and Shandon. The preferred alternative includes revising Alternative 3, the most favorable option, to consolidate Paso Robles Dial-a-Ride service to operate by Runabout. North County Population and Ridership Base 187 Eliane Wilson June 18, 2012 Page 16 of 26 Atascadero and Paso Robles are projected to absorb 75% of North County growth in the next decade. Growth is expected to occur at a higher rate within the North County compared to the County as a whole. Atascadero State Hospital, Paso Robles Public Schools, and Atascadero Unified School District are the three largest employers in the North County. Surveys were conducted as part of the North County Transit Plan to better assess the needs for the transit riders. A Ridecheck analysis from May 2011 was done for Paso Express Route A and B, North County Shuttle, and RTA Route 9. The results provide details on the boarding and alighting, load summary, and time of day data. Furthermore, the on-board passenger surveys were administered on the North County Shuttle, Paso Express Routes A and B, and RTA Route 9 in May 2011. Most respondents were between 25- 59 years of age and had a household income below $10,000. While the North County Shuttle and Paso Express riders are mostly students, RTA Route 9 notes they were mostly full time employed individuals. Most of the survey North County Shuttle respondents reported traveling to and from home, school, and work. Respondents also rated the amenities very high for the North County Shuttle and Paso Express. The Paso Express had an overwhelming majority of respondents having left their home; the other origins include work, school, shopping, medical/dental. Similarly, Route 9 trip purpose data shows that most of trip origins noted having left their place of residents. The Route 9 respondents noted that the majority of their destinations were to work or home. Paso Express and Route 9 respondents ranked more frequent bus service as their highest for desired services. Paso Express ranked Sunday service second for desired services where Route 9 respondents ranked more express bus services as a close second to more frequent bus service. Organization, Financing, and Implementation In assessing the organizational structure of the agencies, four alternatives were developed: 1. Status quo with more formalized Coordination- Three separate transit providers with more specialized coordination and marketing 2. Administrative Consolidations- Consolidate to streamline administrative functions and RTA serves as lead agency 3. Partial Consolidation- Consolidate all fixed route services plus the Paso Robles Dial-a- Ride with RTA; all routes would be part of one transit system and local and regional service could be better integrated. This option was the preferred alternative. 188 Eliane Wilson June 18, 2012 Page 17 of 26 4. Full Consolidation- Local and regional services would operate under a single agency, inclusive of fixed route and Dial-a-Ride services. Priorities for improving services consist of maintaining local preference for service delivery, improving needs of El Camino Real riders, enhancing express service, improving tourist market accommodations and customer service. The details of the stakeholder interviews provide insight into the strengths and weaknesses of the existing services. In order to improve efficiency and cost effectiveness, the plan provides options for organizational and administrative structures. The report’s financial plan section compares the cost savings associated with the preferred alternative and funding sources used to pay for operating and capital costs. The four primary sources for funding are the 1) FTA Section 5307 funds and Small Transit Intensive Cities, 2) State Transportation Development Act and State Transit Assistance, 3) Fare revenues, and 4) Cuesta College. The plan also identifies potential funding sources that can supplement transit service. Finally, the report includes an implementation plan to summarize next steps within administrative, service operations, marketing, financial planning, and monitoring efforts. A formal Technical Committee will first need to be organized in order to help RTA assume the role of day-to-day operations. Significant internal restructuring and outreach will need to occur before the existing services are consolidated. Marketing will be critical to inform existing riders about the upcoming changes. Another critical next step will be to carefully assess the vehicles that will be needed for the deployment of new services. 189 Eliane Wilson June 18, 2012 Page 18 of 26 EVALUATION AND IMPLEMENTATION This section provides a summary of specific information on the evaluation, design, and feasibility for implementing BOS, bus stops on freeway ramps or other BRT-related improvements. The “Bus on Shoulder Concept Study” (2008) provides a specific evaluation to the southern section of San Luis Obispo County, summarizing the operational characteristics and facility constraints within the corridor. 1. 2008 Bus On Shoulder Concept Study (South County) Summary This study looks at the applicability of integrating Bus Only Shoulders (BOS) on segments of US 101 in southern San Luis Obispo County through evaluating case studies in Miami- Dade Florida, Minneapolis-Twin Cities, Minnesota, and San Diego, California. The Caltrans response to this analysis was summarized above in the “Caltrans” section. These systems range in size of 5 to 230 miles. BOS can increase bus efficiency and ridership in areas like San Luis Obispo which do not have a large enough population or employment bases to support a fully integrated BRT system. BRT is most successful when the population exceeds 750,000 and employment in CBD between 50,000- 75,000. The current population of San Luis Obispo County is at 263, 824. The benefit of BOS rather than light rail is that it can be added incrementally to reduce large capital costs. This study evaluates time savings, a strong performance measure, in addition to the appropriate infrastructure/ policy environment for implementing BOS. Key Findings The criteria applied to the study segment was broken into 1) policy (ie TDM techniques, support for regional bus integration), 2) infrastructure (ie identify areas to widen 10-12 ft shoulders), and 3) implementation (higher peak hour volumes, LOS, and congestion than other segments). Some recommendations for SLOCOG include adding a transit shoulder lane option to their RTP and supporting legislation. Furthermore, the evaluation of automatic vehicle locators (AVL) on buses could help track performance and determine areas for time savings. There are currently no nationally recognized or consistent criteria to determine the locations and applications of BOS. California Vehicle Code does not permit the use of highway shoulders for traversable lanes, but the 2006 Decision Document recommends supporting legislation to allow this. 190 Eliane Wilson June 18, 2012 Page 19 of 26 The study segment evaluated in the report connects the City of San Luis Obispo with the Five Cities area, totaling 65,000 in population. The segment in particular has higher congestion and a bus that operates as “express” along this corridor. The report demonstrates that the overall width of the southbound roadway of this segment does not meet the minimum requirement of 36 feet. The factors evaluated in the study include inside/outside shoulder, depth, grade, drainage, and frequency of entry/exit ramps. The study inventories each of these factors, in addition to annual and peak month ADT and peak hour volume. The study evaluated the operating procedures for BOS, including a summary of features to be assumed in the system. A total of 10 features were identified, some of which include a transit- only lane to be used when mainline speeds are below 35 mph, not exceeding speed differential of 15 mph, and identifying hours of operation. The segment should have low LOS, high daily and peak hour vehicle traffic to justify transit enhancements. 2. Standards/ Guidelines for Marin County Bus Stops US 101 Our team reached out to both Marin Transit and Golden Gate Transit regarding standards for Marin County bus stops on US 101 and found that they do not have guidelines in place for the use of bus stops (or bus “pads”). When the bus stops were originally constructed, they were intended for use by Greyhound Commuter Services to make freeway bus services to San Francisco more efficient. They have stayed in place mostly due to BART not extending to Marin. As part of the “South Novato Transit Hub Study”, improvements are being evaluated for the Rowand Boulevard/ Highway 101 and Ignacio/ Bel Marin/ Highway 101 interchanges in Marin County. The Rowand Boulevard improvements include relocating the westbound local bus stop near the southbound bus pad to create a better transfer connections and improve pedestrian safety for the northbound bus pad. The enhancements at the Ignacio/ Bel Marin location include relocating local bus stops near the southbound bus pad and restriping and widening the intersection with Enfrente Road. At the northbound bus pad, improvements include relocating local bus stops to improve transfer opportunities and provide pedestrian enhancements, including new sidewalk, raised median and raided Pedestrian Island. The Ignaicio/Bel Marin enhancements recommend the consideration of bus activated signal phasing and queue jumps phases. The majority of these existing facilities include a small bus shelter and seating, such as illustrated in the photos. The bus pads are generally between one to three miles apart. The bus pads are designed for efficient boarding and 191 Eliane Wilson June 18, 2012 Page 20 of 26 alighting. The area to support the bus shelters is small, generally consisting of an island between the highway off/on ramps and a local street. Furthermore, the facilities typically include enhanced pedestrian crosswalks, such as zebra striping, and a surface level park-and-ride lot nearby. The types of off-ramps that service the Marin County bus pads range in design, including clover leafs (partial and full), and diamonds. The cloverleafs are frequently more inaccessible for pedestrians due to their expansive design and placement of the bus pads. Despite the design of the off-ramp, all of the bus pads include short deceleration ramps off the main highway and short acceleration ramps for time efficiency. 3. Preferential Bus Treatment in San Luis Obispo (2011/12) Summary Cal Poly seniors and graduate students analyzed specific corridors throughout the city for their public transportation course’s final project (CE 424 Fall 2011). During peak PM hours, students measured bus delays and other problems associated with bus movements, and proposed various solutions to improve bus efficiency and safety. Improvements ranged from transit signal priority (TSP) for buses, queues jumps, bus-stop relocations, bus bays, bus only lanes, all-door boarding, and off-bus fare collection. In addition to transit concerns, the students also addressed improvements for pedestrians and bicyclists. Key Findings The proposed bus treatments are cost-effective solutions that greatly reduce bus delays, improve bus travel times, and increase overall efficiency. The students of the public transportation class analyzed transit issues and proposed short and long-term solutions for the following intersections:  Santa Rosa Street and Foothill Boulevard  California Boulevard and Foothill Boulevard  Santa Rosa Street and Mill Street  Santa Rosa Street and Palm Street  Santa Rosa Street and Monterey Street  Santa Rosa Street and Higuera Street  Santa Rosa Street and Marsh Street  Higuera Street and Madonna Road  Higuera Street and South Street 192 Eliane Wilson June 18, 2012 Page 21 of 26  Higuera Street and South Street/Santa Barbara Street  Los Osos Valley Road and Madonna Road  Broad Street and Tank Farm Road CANDIDATE BRT CONCEPTS AND COMPONENTS The following table provides a summary of BRT stop amenities, design features, and ITS applications. The list of twelve candidate concepts is broken up into 1) Bus Pad Location and Amenities, 2) Preferential Treatment- Technical Amenities, and 3) Preferential Treatment- Design Elements. 193 160 West Santa Clara Street, Suite 675, San Jose CA 95113 (408) 278-1700 Fax (408) 278-1717 www.fehrandpeers.com Bus Rapid Transit (BRT) Treatments Improvement Description Image Example Location Bus Pad Location & Amenities 1 Location: On Ramp/Off Ramp Stop Locating the bus pad on the on/off ramp is low to moderate in cost and helps shorten travel time. It may create additional design issues for pedestrian access as these facilities can be difficult to get to. Bus routing can also be challenging if the ramp design is indirect for transit vehicles. Fig Tree Pocket Road in Brisbane, Australia at Centenary Motorway- Provides an example for efficient exiting and entering the freeway through providing a bus-only link between the two ramps so the vehicle does not fully exit the freeway. 2 Location: Mainline/ Freeway Level Stop Locating the bus pad on the highway shoulder creates signifi cant time savings by not forcing the transit vehicle to fully exit the freeway in order to stop at the bus pad. Depending on the freeway ramp configuration, bus pads can sometimes be located in between on- and off-ramps. Design considerations include right of way constraints and merging. It is generally higher in cost compared to the on/off ramp option. Pedestrian access can sometime be challenging. Puente Avenue in Baldwin Park, California (I-10)- This bus pad is on the freeway level which does not require the vehicle to exit the off-ramp to access the bus pad. 194 Eliane Wilson June 18, 2012 Page 23 of 26 3 Location: On Street Express Bus Stop Buses fully exit the freeway and travel on streets to reach local destinations. They re - enter the freeway at the next ramp or can even backtrack to the upstream ramp. Highway 17 Express Route, Scotts Valley, California (local stop) 4 Freeway Bus Stop Passenger Amenities There are several examples of amenities to improve bus stop facilities and enhance passenger comfort by making stations and stops more attractive. Examples include: glassed walled covered shelters, trash cans, and benches. Intermodal facilities can even offer shops and restaurants. Platforms should make boarding and alighting faster and easier. Mountlake Terrace in Washington (I-5)- This freeway station includes bus only ramps and a covered pedestrian bridge providing access to a parking structure. This location helps reduce collisions with buses merging with on/off ramps. The facility itself provides a covered bus shelter and waiting area, bicycle lockers, and local artwork 5 Off- Vehicle Fare Payment Enabling the system to have payment machines at stations allows passengers to pay before boarding. This will make the process of boarding buses faster and easier. New York, Metro Transportation Authority Preferential Treatment- Technical Amenities 6 ITS: Automatic Vehicle Location (AVL) and Real-Time Passenger Information (RTPI) ITS improves the reliability, passenger safety, and operations efficiency by relying on wireless technology to monitor various components to the transportation system on the Several agencies in California utilize AVL, including San 195 Eliane Wilson June 18, 2012 Page 24 of 26 vehicles themselves and at the stations. AVL can provide real time passenger information, such as to the minute arrival information and delays, through onli ne tracking and bus monitoring. Francisco Muni, AC Transit, Los Angeles County Metro, Community Transit (Snohomish County), and Foothill Transit. 7 ITS: Transit Signal Priority Installing a detector will trigger when transit vehicle approaches a signal, sending information to request accommodating transit through an intersection. It can greatly help to reduce overall traffic delays by extending the signal green time for buses or by shortening the signal phase for side streets to minimize bus signal delay. The maintenance cost is relatively small. TSP can also be combined with dedicated “queue - jump” lanes (described below) that allow buses to bypass lengthy vehicle queues at congested intersections. Some of the agencies within California that utilize TSP includes: Los Angeles County Metro, Santa Clara Valley Transportation Authority, Sacramento Regional Transit District, and City of Glendale, and AC Transit. Preferential Treatment- Design Elements 8 Park-and-ride Providing parking facilities at bus stops can facilitate transit and rideshare use. Bicycle parking can also help facilitate transit utilization. They should be designed to facilitate effective and convenient connectivity to the bus stop itself. Park-and-ride lots are generally on the side of a freeway, requiring pedestrian connectivity through a bridge or underground pathway to connect to both sides of the roadway. If right -of-way permits, some park-and-ride facilities can be located in the center of the freeway. South Everett Freeway Station in Washington on (I-5)- Provides a park-and-ride in the middle of the freeway with freeway level bus access. 196 Eliane Wilson June 18, 2012 Page 25 of 26 9 Fully Grade-Separated Transit-ways Exclusive transit-way provides complete separation from mixed flow traffic. Although typically the most expensive option, it can be most successful in reducing trip time. Pittsburg Grade Separated Bus Way 10 At Grade Transit-way These facilities are physically separated and utilize fully designated transit ways separated by medians or other barriers. They need to secure right -of-way. TransMilenio system in Bogotá, Columbia 11 Bus Only Lane Bus Only Lanes utilize existing infrastructure and provide a designed bus lane within the infrastructure to restrict other vehicles use of the lane. They are enforced with physical barriers or pavement markings. Helps buses minimize delays with other vehicle traffic and improve travel time. Bus-only lanes are typically used in corridors with high bus frequencies. EmX BRT Corridor, Eugene, Oregon 197