ac transit district gm memo no. 03-164 board of directors ... · translink® management group (tmg)...
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AC TRANSIT DISTRICT GM Memo No. 03-164
Board of Directors
Executive Summary Meeting Date: May 15, 2003
Committees:
Paratransit Committee □
Planning Committee □ Finance Committee □
External Affairs Committee D Operations Committee X
Board of Directors X
SUBJECT: Translink Update
RECOMMENDED ACTION:
D Information Only □ Briefing Item X Recommended Motion
Recommend the Board approve the District's participation in formation of a Translink
Consortium consisting of AC Transit, MTC and six other Bay Area transit agencies to
oversee the fare payment system.
Fiscal Impact:
BOARD ACTION: Approved as Recommended [ ] Other [ ]
Approved with Modification(s) [X]
Russell Driver, Metropolitan Transportation Commission (MTC) addressed the Board and
provided a handout regarding TransLink® Fare Payment System: Phase II Capital
Budget Amendment".
MOTION: WALLACE/KAPLAN to approve as recommended by the committee, including
authorization for the General Manager to sign the document subject to the approval by the
General Manager and General Counsel of the indemnification provision that is still
outstanding (6-1-0-0).
Ayes: Vice President Wallace, Directors Kaplan, Harper, Jaquez, Bischofberger,
Peeples - 6
Noes: President Piras -1
Absent: None - 0
Abstain: None - 0
The above order was passed and adopted on
May 15,2003.
Rose Martinez, District Secretary
By
GM Memo No. 03-164
Subject: Translink Update
Date: May 15, 2003
Page 2 of 6
Fiscal Impact:
MTC will fund 100% of the capital costs for the equipment and smart cards and 50% of the
operating costs for the first 10 years of the program (See Attachment 1). The participating
transit operators will share the remaining 50% of the operating costs in accordance with a
cost sharing formula developed by the operators and detailed in the interagency
participation agreement (see Attachment 2). The formula is roughly 1/3 based on fare
revenue and 2/3 based on the number of transactions attributable to each operator. The
estimated annual operating cost for AC Transit is just under $900,000 (50% of riders) at full
implementation and market penetration for all six of the transit operators that participated in
the Pilot Program.
The costs of operating the system will be partially offset by several factors:
• The operators' discontinuation of paper passes and transfers, reduction in cash
handling, and decreased fare evasion and fraud; and
• The Contractor's use of the financial back-end of the system to process transactions
for other non-Bay Area transit systems, which will reduce costs to the Bay Area
because overall operating costs will be spread among a greater number of
participants.
Background/Discussion:
With the completion of the TransLink® Pilot Program in 2002 and the resolution of major issues before the agencies participating in the implementation of TransLink®, the regional fare payment system is now ready for full implementation. Prior to initiating the system's full
implementation, commonly called Phase II, AC Transit, the Metropolitan Transportation
Commission (MTC), and six other Bay Area transit agencies will form a "TransLink® Consortium," the establishment of which is the subject of the interagency participation
agreement before the Committee for action today. This memo includes an overview of the
TransLink® fare payment system, a review of the TransLink® Pilot Program, a summary of the anticipated fiscal impacts associated with the implementation of TransLink® on AC Transit's fleet, and an overview of how the TransLink® Consortium will oversee the fare
payment system.
TransLink® Overview
TransLink® is a regional transit fare payment system for the nine-county San Francisco Bay
Area. When the system is fully implemented, the TransLink® smart card, which is similar in size to a credit card, will be accepted for fare payment on every participating transit vehicle
and at every participating transit station in the region. As part of the TransLink® Pilot Program, the system is already operating on select routes and stations operated by six Bay
Area transit operators, including AC Transit, where the system is installed on all vehicles
based at the Richmond Division. About 3,500 transit riders have tested the system as part of
the Pilot Program.
GM Memo No. 03-164
Subject: Translink Update
Date: May 15, 2003
Page 3 of 6
To use TransLink®, a transit rider purchases a TransLink® card to which s/he loads value -electronic cash ("e-cash"), stored rides (similar to pre-paid ticket books), time-based passes,
or any combination of the three types of value. When boarding a vehicle or entering a
station, a rider "tags" his/her card to a TransLink® card reader that deducts the appropriate fare including transfers and discounts for eligible persons. The card reader mechanism is
contactless, so a cardholder can keep the card in his/her wallet or purse as long as the card
comes within about 1" of the reader. The card can be reloaded with value using Autoload,
where the TransLink® card is linked to a credit card or checking account and automatically
reloads itself according to a cardholder's preferences. Other channels for loading value to
the card include self-serve Add Value Machines, participating retail outlets, transit operator
ticket offices, TransLink®^ customer service center, and employer benefit programs such as
WageWorks and Commuter Check (See Attachment 3).
In 1999, MTC signed a design build operate maintain ("DBOM") contract with Motorola, Inc.
and its subcontractor ERG Ltd. of Australia to implement and operate the TransLink® system. ERG, which now holds most of the day-to-day responsibility for TransLink® products and services, automatically processes TransLink® fare payment and add value transactions for all participating transit operators at its offices in Concord, CA. When a transaction is
received by ERG's automated financial clearinghouse, funds are automatically settled to the
appropriate transit operator, usually within 24 hours. Unused e-cash will be held in an
account from which the participating agencies earn interest.
Similar automated fare collection systems using smart card technology are already
operating in several high-volume transit systems worldwide including systems in Hong Kong,
Singapore, and Rome. ERG and its partners have now won approval to build some of the
most significant multi-modal transit fare collection systems in North America, including those
in the San Francisco Bay Area, Washington D.C. metropolitan area, Seattle/Puget Sound
area, Las Vegas, and others. Their proven, open and scalable solutions enable transit
operators to reduce costs, improve efficiency and increase ridership and passenger
satisfaction—while ensuring maximum flexibility in their choice of equipment vendors and
future decision-making.
TransLink® Pilot Program Results
On February 1,2002, volunteer transit riders began testing the TransLink® system on select stations and routes operated by AC Transit, BART, Caltrain, Golden Gate Bus and Ferry
Transit, Muni, and Santa Clara VTA. During the first six months of the Pilot Program, the
3,500 cardholders that used the system added $275,000 of value to their cards and the
clearinghouse processed more than 157,000 transactions. In follow-up surveys and focus
groups conducted by an independent evaluator, the vast majority of cardholders reported a
high level of satisfaction with the TransLink® system:
GM Memo No. 03-164
Subject: Translink Update
Date: May 15, 2003
Page 4 of 6
• On a scale of 0 to 10 where 10 means "completely satisfied," 0 means "completely
dissatisfied," and 5 is neutral, the mean overall satisfaction with TransLink® was 9; • More than 1/3 of survey respondents thought they would adopt TransLink® for all of
their transit trips;
• Only 4% of respondents considered themselves very unlikely to try using TransLink®; and
• 34 of 35 focus group participants recommended regionwide implementation of the
fare payment system.
In addition to the high marks from Pilot Program volunteer cardholders, the system
functioned very well.
• All equipment met strict contractual requirements for accuracy and reliability, except
the handheld card reader used by transit agency personnel to verify the payment of
individual's fares, and that device will be replaced prior to Phase II; and
• The financial clearinghouse automatically settled 99.9% of transactions.
Benefits for Transit Riders
The implementation of TransLink® throughout the Bay Area will mean an end to the need for riders to carry either operator-specific fare media or exact change. The benefits will be even
greater for riders that use more than one transit system; these riders will have the choice of
using e-cash, which is accepted by all transit operators, or loading multiple operator-specific
passes or stored rides to a single TransLink® card. Other benefits for transit riders include the following:
• Access to transit fare media and/or e-cash will be made more convenient by
Autoload;
• The plastic TransLink® card is more durable than existing fare media so it will not be damaged by routine use;
• TransLink®'s balance protection feature enables a cardholder that loses his/her card to receive a new card with the balance transferred from the lost card;
• TransLink® provides 24-hour customer service via a toll-free telephone number and
the Internet; and
• In the future, TransLink® cards may be used for non-transit services such as parking meters, taxis, and retail purchases.
Benefits for Transit Operators
TransLink® offers multiple benefits for transit operators.
GM Memo No. 03-164
Subject: Translink Update
Date: May 15, 2003
Page 5 of 6
• The smart card technology offers a greater level of security than other fare payment
technology at the point of a fare payment transaction and should decrease operating
losses due to fare evasion and fraud;
• The technology enables the implementation of new and innovative fare policies, such
as basing fares on the time of day, travel patterns, or frequency of travel;
• The contactless interface between the card and card reader will speed passenger
boarding times;
• The contactless interface will also increase reliability because the card reader has no
moving parts;
• Maintenance of devices will be handled by the TransLink® Contractor so that operators will only need to replace non-functioning devices with spares and then
send the non-functioning devices to the Contractor;
• For AC Transit, TransLink® will enable fare collection at every door of vehicles used
to support bus rapid transit proof of payment service; and
• The system will record every transaction providing transit operators with a wealth of
ridership data for use in service planning, revenue accounting, and negotiating
transfer agreements with other transit operators.
TransLink Governance
As mentioned, the interagency participation agreement developed through negotiations
among the participating agencies will establish a TransLink® Consortium" that administers the regional implementation of TransLink®. The Consortium will be managed by a TransLink® Management Group (TMG) consisting of the general managers/executive
directors (or designee) of the six agencies that participated in the TransLink® Pilot Program, a general manager/executive director representing one of the remaining Bay Area transit
operators, and the executive director of MTC. According to the interagency participation
agreement, the TMG will decide significant business matters by a super-majority vote.
"Significant business matters" include major changes to the TransLink® Contract, the addition of new members to the Consortium, revisions to the cost sharing formula,
amendments to the TransLink® Operating Rules, and termination or amendment of the participation agreement itself. Any TMG member may request "plural voting" where agencies
other than MTC paying a greater share of TransLink operating costs have more than one
vote.
The interagency participation agreement includes a provision for the withdrawal of any
participant from the Consortium. Any agency may withdraw from the participation agreement
for convenience by giving written notice to the TMG no later than November 1 of the fiscal
year prior to the start of the fiscal year (July 1) when the withdrawal will become effective.
GM Memo No. 03-164
Subject: Translink Update
Date: May 15, 2003
Page 6 of 6
The only significant governance item still under discussion is a term requiring MTC to
indemnify the operators against any legal action resulting from the TransLink® program MTC will soon provide a counter-proposal or agree to the current language.
Prior Relevant Board Actions/Policies:
N/A
Attachments:
Attachment 1-TransLink Budget
Attachment 2-TransLink Interagency Participation Agreement (Draft-4/29/03)
Attachment 3-Distribution of TransLink Cards and Value
Approved by: Rick Fernandez, General Manager
Prepared by: Deborah McClain, Chief Financial Officer
Date Prepared: May 7, 2003
ATTACHMENT 1
TransLink® Budget
Capital Costs and Funding Sources
On March 5, 2003, MTC adopted a revised 10-year capital budget for the
TransLink® system as shown in the following table (all costs are in millions of 2001 $).
The following table shows the funding sources used to support the 10-year
TransLink® capital costs (all costs are in millions of 2001 $).
'Funds committed in 2001 Regional Transportation Plan
Annual Estimated Operating Costs
The following table shows the estimated fixed and variable operating costs for
the TransLink® system. The estimate is for Year 6 of the system's full implementation. MTC and the participating transit operators will share the
variable operating costs, in accordance with a formula defined in the interagency
agreement; MTC will pay all fixed operating costs.
Attachment 1-Page Two
Description Amount
Estimated Annual Variable Operating Cost $9.799,033
AC Transit Estimated Annual Variable Operating Cost $888,213
Other Operators and MTC Estimated Annual Variable Operating Cost $8,910,820
Estimated Annual Fixed Operating Cost $4,093,243
Total $13,895,273
4/29/03 I ATTACHMENT 2\
DRAFT
TRANSLINK® INTERAGENCY PARTICIPATION AGREEMENT
This TransLink® Interagency Participation Agreement (the "Participation Agreement" or "Agreement") is entered into this day of , 2003, by and among the
Alameda-Contra Costa Transit District ("AC Transit"), Golden Gate Bridge Highway and
Transportation District ("GGBHTD"), the San Francisco Bay Area Rapid Transit District
("BART"), the City and County of San Francisco, acting by and through its Municipal
Transportation Agency ("MTA"), the San Mateo County Transit District ("SamTrans"), the Santa
Clara Valley Transportation Authority ("VTA"), other transit operators that execute this
Agreement as General Members after the Effective Date (hereinafter individually referred to as
"Operator" and collectively referred to as "Operators"), and the Metropolitan Transportation
Commission ("MTC"). All parties to this MOU are referred to individually as "Agency" and collectively as "Agencies."
Recitals
1. SB 1474 (Statutes 1996, Chapter 256; adding Government Code § 66516.5), authorizes
MTC, in consultation with the San Francisco Bay Area's regional transit coordinating
council (referred to herein as the Partnership Transit Coordinating Committee, or
"PTCC"), to recommend the consolidation and coordination of certain transit services and
functions in the Bay Area to improve service to the customer and achieve certain
efficiencies.
2. MTC and Operators are members of PTCC.
3. TransLink®, an automated fare payment system for intra- and inter-operator transit trips to be implemented and operated on Operators' transit systems, is included in the SB 1474
Implementation Plan, reviewed by PTCC and adopted and updated by MTC in MTC
Resolution No. 2951.
4. MTC (also, 'TransLink® Contract Manager") entered into a contract (the 'TransLink® Contract") on June 25, 1999 with Motorola, Inc. (the 'TransLink® Contractor") to design,
build, operate and maintain TransLink®, to be implemented in two phases: a six-operator demonstration (Phase I) and full roll-out (Phase II).
5. Agencies intend to create a forum for joint Agency decision-making (the 'TransLink®
Consortium" or "Consortium") to work towards the successful implementation of TransLink®.
6. The TransLink® Consortium will be governed by a TransLink® Management Group ("TMG") comprised of the general managers or equivalent (or their designees) of
designated Operators and the Executive Director of MTC (or his designee).
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7. The TMG will decide significant and routine business matters using either single or plural
voting, and Agencies intend generally that under plural voting, votes will be allocated
proportionally based on Members'share of operating costs.
8. Agencies wish to enter into this Participation Agreement for the purpose of establishing the
TransLink® Consortium for joint Agency decision-making essential to the success of Translink®.
NOW, THEREFORE, the parties hereto agree as follows:
Article I
Effective Date and Term
A. Effective Date. This Agreement shall become effective on the date it is fully executed by
the six Agencies eligible for Charter membership, as defined in Article H.B.1 herein, and MTC. The Effective Date is written above.
B. Term, This Agreement shall remain in effect unless terminated in accordance with the provisions of Article VLC.
Article II
The TransLink® Consortium
A. Purpose. The Agencies hereby create the TransLink® Consortium for joint Agency decision-
making for the future ownership and operation of TransLink® in the nine-county San Francisco Bay Area (the "Bay Area").
B. The TransLink® Management Group.
1» TMG Composition. The TMG shall be comprised of the general managers or equivalent ("General Managers") of the Charter Member Agencies or their designees,
the Executive Director of MTC, and one representative of the General Member
Agencies. Agencies eligible for Charter Membership are: MTA, BART, AC
Transit, VTA, GGBHTD, and SamTrans. A "General Member Agency" is any
Operator that has signed on to this Agreement (as provided in subsection 3.a below)
and is not eligible for Charter Membership. All references in this Agreement to
"Members" shall mean the members of the TMG.
2. General Responsibilities. The TMG shall be the governing body of the Consortium.
The TMG shall undertake activities necessary for the efficient and effective
operation of TransLink®. The TMG shall decide business and policy matters by majority or super-majority vote, as more fully discussed in subsection 7 (TMG
Decision-Making). The TMG shall decide matters using either single or plural
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voting, and the number of votes that each Member is able to cast is described more
fully in subsection 8 (Voting Rights of the TMG).
3. General Member Agencies.
a. Eligibility. Any San Francisco Bay Area transit agency that is not an
original signatory of this Agreement may become a General Member and
implement Translink® provided that it signs this Participation Agreement and agrees to be bound by its terms and conditions.
b. Selection of Annual Representative. General Members shall select their
representative to the TMG annually, based on majority vote. The
representative shall be a General Manager (or equivalent) of one of the
General Members. Written notice to the TMG Chair of the following year's
representative shall be provided no later than June 30th of each year. The
written notice shall be signed by a majority of the General Managers (or
equivalents) of the General Members.
If the General Members are unable to agree on a representative for any
given year, the representative of the prior year shall continue as the
representative until a new representative is selected.
c Substitutions. If the General Members'representative to the TMG is
unable to complete the full term on the TMG, the General Members shall
appoint another representative to complete the year, using the same process
in subsection b above. The General Members shall notify the TMG of the
identity of the new representative no later than ten (10) days after his or her
selection.
4. Committees and Ad Hoc Working Groups. The TMG may establish and
delegate responsibilities to committees or ad hoc working groups to perform tasks
incidental to and supportive of the duties and responsibilities of the TMG.
5. Dispute Resolution. The TMG shall resolve all disputes between Members regarding this Agreement. The TMG shall adopt rules for its dispute resolution
process, including, but not limited to, the content and length of written arguments,
time allotted for oral arguments, if any, and deadlines.
6. Meetings. The TMG shall meet as required to conduct business, but no less frequently than once every three (3) months. At the request of the Translink®
Contract Manager, or to conduct business that cannot wait for a regular meeting of the
TMG, the Chair of the TMG shall call a special meeting with no more than thirty (30) days notice to Members of the TMG.
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7. TMG Decision-Making.
a- Significant Business Matters. The TMG shall decide all Significant
Business Matters for the Consortium by a super-majority vote of the TMG.
Significant Business Matters shall mean any matter that may have a
substantial financial or operating impact on TransLink® or any of the
Agencies. Significant Business Matters, include, but are not limited to, the following:
(1) Approval of TransLink® Contract Change Orders, except as provided in Appendix B;
(2) Revisions to the cost allocation and revenue sharing formula
(Appendix A);
(3) Amendments to the operating rules;
(4) Acceptance of new Agencies to Consortium;
(5) Expulsion of Agencies from the Consortium;
(6) Implementation of new business ventures or opportunities for
TransLink®;
(7) Contracting with Affiliates and Vendors for contract amounts over
$100,000;
(8) Resolution of disputes between or among Agencies;
(9) Assignment of the TransLink® Contract by Motorola to a third party or by MTC to an Operator;
(10) Re-designation of the TransLink® Contract Manager or the Contracting Agency;
(11) Approval of expenses (administrative, operating and legal) incurred
by the Contracting Agency and the TransLink® Contract Manager (after assignment by MTC);
(12) Election of a Chair and Vice Chair;
(13) Extension of the term of the Chair or Vice-Chair, pursuant to Article
ILH;
(14) Approval of the TransLink® Phase II rollout strategy; and (15) Termination or amendment of the Participation Agreement.
(16) Decision whether any other matter, not expressly included or
excluded as a Significant Business Matter in this list, is a Significant
Business Matter in accordance with the definition above.
b. Routine Business Matters. The TMG shall decide routine business
matters by a simple majority vote. Routine business matters are all matters
that are not Significant Business Matters.
8. Voting Rights of the TMG. The TMG shall decide Significant and Routine
Business Matters using either Single or Plural Voting.
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a. Single Voting. The TMG shall decide all Significant and Routine Business Matters by "Single Voting," except that any matter shall be decided by
"Plural Voting" if a Member, before voting commences, requests that the
TMG employ "Plural Voting." For Single Voting, the total number of votes
for the TMG shall be fixed at eight (8). Each Charter Member shall have
one (1) vote, MTC shall have one (1) vote, and the representative of the
General Members shall have one (1) vote. A simple majority shall require
five (5) affirmative votes and a super-majority shall require six (6)
affirmative votes. If at any time after the Effective Date, MTC ceases to
provide any funding for TransLink® operating costs (fixed or variable) and assigns the TransLink® Contract to a new TransLink® Contract Manager, MTC shall not have a vote.
b. Plural Voting. For Plural Voting, the number of votes allocated to each
Charter Member shall be directly related to the percentage of total
TransLink® variable operating costs that each Charter Member pays; the number of votes allocated to the General Member representative shall be
directly related to the percentage of total TransLink® operating costs that the
General Member Agencies pay in the aggregate. MTC shall be allocated
one (1) vote. Each Member shall have a number of votes that is directly
related to the percentage of the total TransLink® variable operating costs that the Member has been allocated in the manner provided in Article IV,
with a Member receiving one (1) vote for each fifteen percent (15%) of total
costs (i.e., < 15% = 1 vote, 15-30% = 2 votes, >30-45% = 3 votes, >45-60%
= 4 votes, >60-75% = 5 votes, >75-90% = 6 votes, >90% = 7 votes). Under
Plural Voting, the minimum number of votes that can be allocated to all
Members is twelve (12) and the maximum number of votes is fourteen (14).
When there are twelve (12) votes allocated, a simple majority shall require
seven (7) affirmative votes, while a super-majority shall require eight (8)
affirmative votes. When there are thirteen (13) votes allocated, a simple
majority shall require seven (7) affirmative votes, while a super-majority
shall require nine (9) affirmative votes. When there are fourteen (14) votes
allocated, a simple majority shall require eight (8) affirmative votes, while a
super-majority shall require ten (10) affirmative votes.
(1) Plural Vote Allocation. The allocation of votes on the Effective
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General Member 1 vote
The General Members shall receive a total of one (1) vote as soon as
they have elected a representative to the TMG. If at any time after
the Effective Date, MTC ceases to provide any funding for
TransLink® operating costs (fixed or variable) and assigns the TransLink® Contract to a new Translink® Contract Manager, MTC shall not have a vote.
Sixty (60) days after the conclusion of the second full year after
deployment of Phase II to all Operators, the number of votes shall be
reallocated based on the actual percentage of variable operating costs
paid in the prior year by each Charter Member and by General
Members in the aggregate. Thereafter, the number of votes shall be
reallocated within sixty (60) days after the end of each year based on
the actual percentage of costs paid by Charter Members,
individually, and General Members in the aggregate during the
preceding year.
Any Charter Member or General Member representative may
increase its number of votes for the next year by increasing its share
of the TransLink® operating costs. The number of votes of the remaining Members shall be adjusted based on their share of the
TransLink® operating costs. The TransLink® Operating Group shall prepare rules for increasing a Member's TransLink® operating costs,
which rules shall be appended to and incorporated into this
Agreement upon adoption by the TMG. Such rules may include, but
not be limited to, the deadline by which a Member may request
increasing its number of votes and the method by which other
Members' cost allocation shall be adjusted.
c. Tie-Breaking Procedure. In the event of a tie under Single or Plural
Voting, the Charter Member that pays the highest share of TransLink®
operating costs shall cast the deciding vote.
C. The TransLink® Operating Group
1. Composition. The TransLink® Operating Group ("Operating Group") shall be comprised of one designee from each TMG Member, other than the General Manager
or equivalent of the Member.
2. Responsibilities
a. The Operating Group shall oversee the day-to-day operations of the
Consortium and make recommendations to the TMG on business matters
and policy matters, including review of TransLink® operating costs.
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b. The Operating Group may make final, nonadvisory decisions on matters
having an anticipated financial impact of less than or equal to $25,000 on
any Agency or an anticipated aggregate impact of less than or equal to
$100,000 on the Agencies. The Operating Group's decisions on all other
matters shall be advisory to the TMG.
c. The Operating Group shall develop procedures for establishing Affiliate
Agreements and Vendor Contracts, as defined in Article m, Sections C and
D.
3. Meetings. The Operating Group shall meet as required to conduct business, but no
less frequently than once a month.
4. Voting Rights of the Operating Group. The Operating Group shall act by a
majority or super-majority vote of all its members, as described below. The
Operating Group shall decide matters based on the Single Voting and Plural Voting
definitions and methodology set forth in Article HB.8(a) (Single Voting) and
Article ILB.8(b) (Plural Voting). The Operating Group shall decide all matters
using Single Voting, except that any matter shall be decided by Plural Voting if a
member of the group, before voting commences, requests that the Chair employ
Plural Voting. Significant Business Matters shall be decided by super-majority
vote. All other matters shall be decided by simple majority vote. Each member of
the Operating Group shall have the same number of votes as its representative on
the TMG. All decisions by the Operating Group are advisory to the TMG, except
as provided in subsection 2.b above.
D. Governance Procedures.
1. Delegates. Members may appoint, in writing, delegates to vote on their behalf in
the event of a Member's absence from any TMG or Operating Group meeting.
2. Abstentions. Members may not abstain from voting on any matter before the TMG
or Operating Group.
3. Quorum. The presence of a majority of the Members of the TMG at its meeting or
Operating Group at its meeting shall constitute a quorum for the transaction of
business and for all Single-Vote matters that require a majority vote for approval.
For Single-Vote matters that require a super-majority vote for approval, the
presence of six (6) Members shall constitute a quorum. For all matters to be
decided by Plural Vote, the presence of Members with a sufficient number of votes
to approve the matter shall constitute a quorum, as follows:
Total Number of Number of Votes Required to be Present for Quorum
Votes Available
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In the absence of a quorum, a smaller number of Members may compel the
attendance of absent members in the manner and under the penalties established by
the TMG or Operating Group.
4. Chair and Vice Chair. The TMG and Operating Group shall each elect a Chair
and Vice Chair, who shall serve in the absence of the Chair. The Chair and Vice
Chair shall be from different Agencies and the Chair of the Operating Group shall be
from a different Agency than the Chair of the TMG. The terms of the first Chairs and
Vice Chairs shall terminate on the first June 30 following the Effective Date of this
Agreement. Thereafter, the Chair and Vice Chair shall rotate among the Members on
an annual basis beginning each July 1 and ending each June 30, in such order as the
Members determine, unless the Members determine by a super-majority vote to
extend the Chair's and the Vice Chair's term for an additional year.
B.
Article m
Contracting
Designation of a Contracting Agency. The TMG shall designate one of the Agencies to
serve as the "Contracting Agency," which shall be authorized to enter into Affiliate
Agreements or Vendor Contracts (as defined in Sections C and D below) regarding
Translink®. The TMG shall provide policy oversight, advice, and direction to the Contracting Agency. The TMG shall review the designation of the Contracting Agency
annually and may designate any of the Agencies as a new Contracting Agency no later than
180 days prior to the beginning of the year. In the event of a new designation, the
Contracting Agency designated for the prior year shall assign all outstanding Affiliate
Agreements and Vendor Contracts to the newly designated Contracting Agency. For
purposes of this Agreement, the term "year" shall mean July 1 to June 30, unless expressly
stated otherwise.
TransLink® Contract Manager. MTC shall serve as the Translink® Contract Manager from the Effective Date of this Agreement at least until Phase II is fully deployed to all
Charter Member Agencies. Thereafter, the TMG may designate a Charter Member Agency
as Translink® Contract Manager, subject to Motorola's and MTC's concurrence.
Affiliates. Any transit agency, public agency, individual or business that desires to
implement Translink® but does not wish to become a signatory to this Agreement may
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become an "Affiliate" by executing an "Affiliate Agreement" with the Contracting Agency.
Affiliates will be charged a fee, as determined by the TMG, for the privilege of
implementing Translink.® Affiliate Agreements, and any amendments to them, shall require the advance approval of the TMG.
D. Vendor Contracts. The Contracting Agency may also enter into "Vendor Contracts" with
consultants or vendors on behalf of the Consortium to implement or facilitate the
implementation of Translink®. The Contracting Agency shall obtain the advance approval of the TMG. The TransLink® Contract is not a Vendor Contract, for purposes of this Agreement.
E. Contracting Expenses. All expenses, claims, and liability incurred by the Contracting
Agency or the Translink® Contract Manager (after assignment by MTC) shall be allocated among the Members as operating expenses, in accordance with Appendix A, Cost
Allocation and Revenue Sharing. Appendix A is attached hereto and incorporated into this
Agreement by reference. [For discussion.]
Article IV
Cost Allocation and Incentive Payments
Cost and revenue and incentive payments for Translink® shall be allocated among the Members as provided in Appendix A, Cost Allocation and Revenue Sharing.
Article V
Agency Responsibilities
A. Operator Responsibilities. Each Operator that is a signatory to this Participation
Agreement agrees to:
1. Implement and operate the Translink® fare payment system in accordance with the TransLink® Operating Rules, as adopted and amended from time to time by the TMG. The current draft TransLink Operating Rules (dated ) are
incorporated herein by this reference, and will be superseded by the final Operating
Rules when they are adopted by the TMG. The TransLink® Operating Rules
establish operating parameters and procedures for the consistent and efficient
operation of TransLink® throughout the region.
2. Pay its share of variable operating costs, according to the cost allocation formula set
forth in Appendix A, Cost Allocation and Revenue Sharing, except to the extent
such costs are reduced by the incentive payments made by MTC (as referenced in
Appendix A).
3. Abide by the revenue sharing formula in Appendix A.
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4. Make its facilities and staff available to MTC and the Translink® Contractor for implementation of Translink®. Any Operator and MTC may agree to an Operator-Specific Implementation Plan, setting forth specific requirements regarding
implementation and operation of TransLink® for such Operator, which shall be subject to the terms and conditions of this Agreement.
5. Make determinations regarding the placement of TransLink® equipment on the Operator's facilities and equipment; perform necessary site preparation; attend
TransLink® Contractor training on the use of the TransLink* equipment; and provide training to employees using the equipment.
6. Accept transfer of ownership of equipment one year following Conditional
Acceptance by each Operator, as defined in Section 8.3 of the TransLink® Contract.
B. MTC Responsibilities. MTC agrees to:
1. Manage the TransLink® Contract subject to the oversight guidelines in Appendix B, TransLink® Contract Oversight, attached hereto and incorporated herein by this reference, unless or until the TransLink® Contract is assigned to an Operator.
, 2. If designated by the TMG, serve as the Contracting Agency for Affiliate
Agreements and Vendor Contracts for at least the first full year of this Agreement,
in accordance with the terms and conditions of this Agreement.
3. Fund the capital costs associated with the deployment of the TransLink® system for each Operator, as set forth in Appendix D, TransLink® Capital Budget, and
consistent with the terms and conditions of the TransLink® Contract.
4. Fund a portion of the TransLink® operating costs, as set forth in Appendix A, Cost Allocation and Revenue Sharing.
5. Transfer ownership of capital equipment to each Operator receiving such
equipment one year following Conditional Acceptance of such equipment under the TransLink® Contract.
6. Enter into an indemnification agreement with the Operator Assignee, as provided in
Article VILB, in the event that MTC assigns the TransLink® Contract to an Operator.
Article VI
Withdrawal, Expulsion, and Termination
A. Withdrawal. Any Agency may withdraw from this Agreement for convenience effective
at the beginning of a fiscal year (July 1), by giving written notice of its withdrawal to the
TMG no later than November 1 of the prior fiscal year. Upon the effective date of its
withdrawal, such Agency shall cease to have any rights or obligations under this
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Agreement, except such rights or obligations as might exist under Article IV (Cost
Allocation) or Article VII (Mutual Indemnification).
B. Expulsion. The TMG may expel an Agency from the Consortium only for a material
breach of this Agreement, including failure to fulfill Agency responsibilities as specified in
Article V. Expulsion shall require a super-majority vote of the TMG, provided, however,
that the Agency shall be advised in writing of the breach and be given an opportunity to be
heard by the TMG prior to any expulsion vote. An expelled Agency may be reinstated by a
super-majority vote of the TMG, provided the expelled Agency has furnished satisfactory
evidence of intention to abide by the terms this Agreement.
C Termination. The TMG may terminate this Agreement by a super-majority vote provided
that the effective date of termination can be resolved so as not to adversely affect ongoing
TransLink® operations. The rights and obligations of each Agency under Article IV (Cost Allocation and Incentive Payments) and Article VII (Indemnification) shall survive any termination of this Agreement.
Article Vn
Indemnification
A. Mutual IpdemnifipaHnn. No Agency (including any of its directors, commissioners,
officers, agents or employees) shall be responsible for any damage or liability occurring by
reason of anything done or omitted to be done by any other Agency under or in connection
with this Agreement. Pursuant to Government Code Section 895.4, each Agency agrees to
fully indemnify and hold other Agencies harmless from any liability imposed for injury (as
defined by Government Code Section 810.8) occurring by reason of anything done or
omitted to be done by such indemnifying Agency under or in connection with this
Agreement and for which such indemnifying agency would otherwise be liable.
B- MTC Indemnification of Operators. Notwithstanding the provisions of Subsection A
above, MTC shall indemnify, hold harmless, and defend the Operators from any and all
claims or liability resulting from any action or inaction on the part of MTC relating to the
TransLink® Contract occurring prior to the Effective Date of this Agreement. MTC version: Notwithstanding the provisions of Subsection A above, MTC shall be
responsible for any claims by or liability to the TransLink® Contractor incurred under or as a result of the TransLink® Contract as of and prior to the Effective Date of this Agreement Accordingly, MTC hereby agrees to indemnify, hold harmless, and defend the Operators
from any and all such claims or liability. [Under discussion.]
C MTC Indemnification of Assignee. Notwithstanding the provisions of Subsection A above, MTC shall be responsible for any claims by or liability to the TransLink®
Contractor incurred under or as a result of the TransLink® Contract as of and prior to the
date of its assignment to another Agency, if such assignment occurs. MTC hereby agrees
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to hold harmless, indemnify and defend any Agency to which the Translink® Contract is
duly assigned from any and all such liability or claims.
Article VIP
General Provisions
A. The entire Agreement between and among the Agencies is contained herein, and no change
in or modification, termination or discharge of this Participation Agreement shall be valid
or enforceable unless it is approved by the TMG (in accordance with the voting rules in
Article EB) and made in writing and signed by the Agencies.
B. Headings in this Participation Agreement are for convenience only and not intended to
define, interpret or limit the terms and conditions herein.
C. This Participation Agreement may be executed in one or more counterpart, each of which
shall be considered an original and all of which shall constitute a single instrument.
D. This Agreement is intended for the sole benefit of the Agencies and is not intended to nor
shall be construed to confer any benefit or create any right in any third party.
E. Appendix C, Special Provisions, attached hereto and incorporated herein by this reference,
sets forth the terms and conditions required by the City and County of San Francisco in any
contracts or agreements entered into by them.
F. Nothing in this Agreement shall be construed as empowering the Consortium to establish
fees for any of the Agencies or other transit operators.
G. Nothing in this Agreement shall be construed as superseding contracting rules and procedures
applicable to any Agency, or the necessity for the approval of any Agency's governing body
of any action. Any actions of the TMG requiring an expenditure of funds by an Agency
governing board are subject to such Agency's budgetary and fiscal appropriations and
approval processes.
H. If any provision of this Agreement or the application thereof to any person, entity or
circumstance shall, to any extent, be invalid or unenforceable, the remainder of this
Agreement, or the application of such provision to persons, entities or circumstances, other
than those as to which it is invalid or unenforceable, shall not be affected thereby, and each
other provision of this Agreement shall be valid and be enforceable to the fullest extent
permitted by law.
IN WITNESS WHEREOF, this Participation Agreement has been duly authorized and executed by
the parties hereto on the dates indicated.
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AGENCY
Appendix A - Cost Allocation and Revenue Sharing
Appendix B - TransLink® Contract Oversight Appendix C - Special Provisions
Appendix D - TransLink® Capital Budget
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Appendix A
COST ALLOCATION AND REVENUE SHARING
1. Cost Allocation
The allocation of TransLink® operating costs to each Operator shall be based on a combination of revenue collected and the number of fee payment transactions processed. "Revenue collected"
shall mean the fee collected on behalf of each Operator by the TransLink® clearinghouse (e.g., the price charged to ride on the Operator's transit system, the value of pass sales, the amount of parking fees paid). A "fee payment transaction" shall mean any activity in which a TransLink® card is used to receive service on or from an Operator's system (e.g., to ride on the Operator's transit system, to park on the Operator's property). A fee payment transaction shall be attributed to the Operator on whose system the service was provided, except that a transaction in which a patron uses a Muni Fast Pass to ride BART will be attributed to MTA. All fee payment
transactions are included for purposes of allocating TransLink® operating costs, regardless of whether the transaction results in a reduction of the amount of stored value or stored rides on a TransLink card (e.g., use of a monthly pass on a transit system, intra-operator transfers, entry and exit transactions for a single ride where both transactions are required to compute the appropriate fare payment).
One-third (1/3) of TransLink® operating costs shall be allocated to Operators based on each Operator's share of total revenue collected by the TransLink® clearinghouse, as defined above. Two-thirds (2/3) of TransUnk® operating costs shall be allocated to Operators based on each Operator's share of total fee payment transactions processed by the TransLink® clearinghouse, as defined above.
2. TransLink® Operating Costs
TransLink® operating costs shall be determined by the TransLink® Operating Group and approved by the TMG. TransLink® operating costs shall include, at a minimum the TransLink® Contract costs associated with providing the following services, as specified in the Conformed Price Schedule (Attachment 2 to the TransUnk® Contract):
Item 9.24 Balance Protection Services Registration
Item 9.25 Lock/unlock TransLink® Application Item 10.10 Load Service Fees
Item 11.0 Autoload Services
Item 13.30 TransLink® Value Load Item 13.40 TransLink® Value Autoload Item 13.50 TransLink® Fare Payment Transaction Item 13.60 Incremental Gateway Fees
Item 13.70 Incremental Debit Card Interchange Fees
Item 13.80 Incremental Credit Card Interchange Fees
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Operating costs shall also include any and all administrative expenses, legal expenses, including
payment of claims, costs of litigation, and attorney's fees, incurred by the Contracting Agency and
the TransLink® Contract Manager, after assignment from MTC.
Prior to applying the TransLink® cost allocation formula specified in Section 1, above, the TransLink operating costs shall be reduced by the following amounts:
• Any amounts payable by MTC as specified in Section 4, below;
• Any amounts collected from Affiliates for their use of TransLink®;
• Any other revenues (other than interest earnings or claims distribution) received by the
TransLink® system, as specified in Section 3 below.
TransLink® operating costs for each Operator shall be deducted from fee revenues collected on its behalf prior to transfer of funds from the clearinghouse to the Operator.
3. Revenue Allocation
The Operators agree to share revenues generated by TransLink® during any period of time
(exclusive of fee and other revenues collected on behalf of and distributed to Operators) as
follows:
• Interest earnings on funds held by the clearinghouse will be allocated proportional to
the actual use of e-cash on each Operator's system;
• All other revenues will be applied to reduce TransLink® operating costs prior to applying the cost allocation formula specified in Section 1, above.
• Any revenues remaining after offsetting TransLink® operating costs will be allocated using the formula specified in Section 1, above.
4. MTC Payment of TransLink® Operating Costs
MTC shall pay the following TransLink® operating costs:
• All fixed costs of the TransLink® clearinghouse as specified in the Conformed Price Schedule (Attachment 2 to the TransLink® Contract), including:
Item 3.20 Program Management - Operations and Maintenance
Item 3.30 TransLink® Testbed Operations & Maintenance Item 3.40 Marketing Allowance
Item 5.31 Operator Help Desk
Item 5.32 Reporting
Item 5.33 Asset Management
Item 9.22 Cardholder Help Desk - IVR
Item 9.23 Cardholder Help Desk - CSR
Item 10.20 Location Acquisition Support
Item 12.20 Phase II Network Management
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Item 13.20 Phase II TransLink® Central System (TCS) Services
• Variable TransLink® operating costs as specified in the Conformed Price Schedule (Attachment 2 to the TransLink® Contract), including:
Item 8.0 Card Distribution Services
Item 9.26 Cardholder Help Desk - IVR
Item 9.27 Cardholder Help Desk - CSR
• All other lump sum and capital expense items specified in the Conformed Price Schedule not enumerated above or in Section 2;
• $ 10 million in incentives to be allocated to Operators to pay operating costs associated with Phase II, as determined by the TMG;
• Such other amounts as may be recommended by the TMG and agreed to by MTC.
5. Procedures
The Operating Group will develop procedures for applying the cost allocation and revenue sharing formulas specified above, for adoption by the TMG.
6. Affiliate Fees
The Operating Group will recommend to the TMG the fees to be charged to Affiliates under any
Affiliate Agreements. Affiliate fees will be set to ensure full cost recovery.
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Appendix B
TRANSLINK® CONTRACT OVERSIGHT
1. Definition
The procedures set forth below establish when the TransLink® Contract Manager must request
prior TMG approval of a proposed TransLink® Contract Change Order ("CO"). COs covered by these procedures include: (a) increases in the cost of contracted work or materials; (b) delays in
project delivery schedule; (c) system design changes that increase the operating cost of TransLink®
for an Operator. Changes in the TransLink® Contract that do not increase the cost; changes in the project delivery schedule that do not create delays or generate changes in an individual Operator
implementation plan; and changes in system design that do not increase the operating cost of
TransLink® are not covered by these procedures.
2. Contract Cost Thresholds
The general approval thresholds for COs are as follows:
a. COs with an estimated value of less than or equal to $100.000. Review and
approval not required. TransLink® Contract Manager may approve according to agency procedure.
b. COs with an estimated value greater than $100.000. Subject to 7 below, approval
of the TMG is required prior to execution of the Contract.
3. Delays in Project Schedule
COs resulting in a delay of more than thirty (30) days in the project implementation schedule that
affects any Operator's TransLink® implementation plan must be reviewed hi advance with the affected Operator. To the extent feasible, input from the affected Operator shall be reflected in the
CO.
4. System Design Changes
The general approval guidelines for COs effecting system design changes that are likely to increase
the operating cost of TransLink® for one or more Operators are as follows:
a. COs with an estimated impact on operating costs of less than or equal to $100.000
for all Operators or less than or equal to $25,000 for any Operator. TMG review
and approval not required. The TransLink® Contract Manager shall review such
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CO with the affected Operator(s) in advance of its approval and attempt to obtain such Operator(s)' concurrence.
b- COs with an estimated impact on operating costs of more than $100.000 for all
Operators or more than $25.000 for any Operator. Subject to 6 and 7 below,
approval of the TMG is required in advance of the TransLink® Contract Manager's execution of a CO.
5. Assignment of TransLink® Contract
Assignment of the TransLink® Contract from Motorola to a third party, at the request of Motorola, shall require the prior approval of the TMG (by super-majority vote) and MTC. Assignment by
MTC to an Operator shall require the prior approval of the TMG (by super-majority vote) and the concurrence of MTC and Motorola.
6. Procedure
The TransLink® Contract Manager shall provide the Chair of the TMG with notice of a CO requiring TMG approval and request that a TMG meeting be convened, if one is not scheduled. If
the date of the next scheduled TMG meeting precludes timely consideration of the request and
time is of the essence, the TransLink® Contract Manager may conditionally approve the CO, subject to ratification of the TMG at its next regularly scheduled meeting.
7. Failure by TMG to Meet
If a meeting has not been convened within thirty (30) days of the receipt by the Chair of the TMG
of a request for a meeting by the TransLink® Contract Manager, and the TransLink® Contract Manager risks incurring costs due to delay in contract implementation because of the TMG's
failure to act, the TransLink® Contract Manager may proceed with the CO. [still under discussion]
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Appendix C
SPECIAL PROVISIONS
(References to "City" in Paragraphs 1 and 2 refer to the City and County of San Francisco)
1. Certification of Funds; Budget and Fiscal Provisions; Termination in the Event of
Non-Appropriation
This Agreement is subject to the budget and fiscal provisions of the City's Charter. Charges
will accrue only after prior written authorization certified by the Controller, and the amount of
City's obligation hereunder shall not at any time exceed the amount certified for the purpose and
period stated in such advance authorization.
This Agreement will terminate without penalty, liability or expense of any kind to City at the
end of any fiscal year if funds are not appropriated for the next succeeding fiscal year. If funds are
appropriated for a portion of the fiscal year, this Agreement will terminate, without penalty,
liability or expense of any kind at the end of the term for which funds are appropriated.
City has no obligation to make appropriations for this Agreement in lieu of appropriations
for new or other agreements. City budget decisions are subject to the discretion of the Mayor and
the Board of Supervisors. Contractor's assumption of risk of possible non-appropriation is part of
the consideration for this Agreement.
THIS SECTION CONTROLS AGAINST ANY AND ALL OTHER PROVISIONS OF THIS
AGREEMENT.
2. Sunshine Ordinance
In accordance with S.F. Administrative Code §67.24(e), contracts, contractors' bids,
responses to solicitations and all other records of communications between City and persons or
firms seeking contracts, shall be open to inspection immediately after a contract has been awarded.
Nothing in this provision requires the disclosure of a private person or organization's net worth or
other proprietary financial data submitted for qualification for a contract or other benefit until and
unless that person or organization is awarded the contract or benefit. Information provided which
is covered by this paragraph will be made available to the public upon request.
3. Prohibition on Political Activity with City Funds
In accordance with San Francisco Administrative Code Chapter 12.G, no funds
appropriated by the City and County of San Francisco for this Agreement may be expended for
organizing, creating, funding, participating in, supporting, or attempting to influence any political
campaign for a candidate or for a ballot measure. The terms of San Francisco Administrative
Code Chapter 12.G are incorporated herein by this reference.
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ATTACHMENTS
Distribution of TransLink® Cards and Value
Transit riders will be able to acquire TransLink® cards through several distribution channels including, at minimum, direct mail from the TransLink® Customer Service Center, employer benefit programs such as WageWorks and Commuter
Check, transit operator ticket offices, and retail outlets. Though not yet finalized
by the agencies that will form the TransLink® Consortium, current plans call for transit riders to pay a fee to purchase a card. Proposals have been made to
waive the card purchase fee under certain circumstances, such as when a
cardholder registers for Autoload or qualifies for the RTC Regional Discount
Card, though no policies have been adopted; regardless of whether the card
purchase fee is waived for some cardholders, all cardholders will pay for a
replacement card in the event that a card is lost.
To add value to a TransLink® card, transit riders will use Autoload in addition to the distribution channels described above and self-serve Add Value Machines
located in major transit stations. Representatives of the agencies that will form
the TransLink® Consortium have recommended establishing Autoload as the primary value distribution channel for as many cardholders as possible with the
other channels designed to complement Autoload.
• To either receive a card or purchase TransLink® value from the Customer Service Center, a transit rider will either call a toll-free customer service
telephone number or visit the TransLink® Web site. • The TransLink® Contract requires the establishment of as many as 600
participating retail outlets, 200 of which may provide limited add value
services only.
Handout at the Board Meeting on 6/16/03
related to
GM MEMO No. 03^64
METROPOLITAN
TRANSPORTATION
COMMISSION
Joseph P. Bort MctroCenter
101 Eighth Street
Oakland, CA. 94607-4700
TeL 510.464.7700
TDD/TTY: 510.464.7769
Fas 510.464.7848
Memorandum
TO: Administration Committee DATE: February 24,2003
FR: Executive Director W.I.: 1221
RE: TransLink® Fare Payment System: Phase II Capital Budget Amendment
Under the original TransLink® implementation contract with Motorola/ERG, the capital expenditures for Phase H were estimated at $37.8 million. As staff explained to the Committee last month, the capital requirements for Phase n, the system's regionwide implementation, have changed since the award of the contract in May 1999. Additional funds will be required to address capital needs related to increases in fleet sizes, system design changes that achieve
operating efficiencies, integration of TransLink® with operator-specific fare collection equipment, etc.
Based on the anticipated agreement to fully implement the TransLink® system, staff is
recommending a revision to the Phase II capital budget. Table 1 summarizes additional capital
needs that staff is recommending be included in a Revised Baseline Phase II Capital Budget The
total cost of the increased capital needs is $41.2 million, and the total revised baseline capital budget is $79.0 million.
Table 1: Additional Capital Needs for Revised Phase II Baseline
(in 2001 $)
Additional Equipment for Vehicles Serving High-Volume Transit Corridors
Integration Between TransLink® and Operator-Specific Fare Collection Equipment
Site Preparation
Additional TransLink® Cards
Marketing
System Design Changes
Increased Consultant Support Costs
Increased Maintenance Costs
Communications Network
Equipment for Basic Fleet Expansion
Contingency
Sales Tax for Additional Equipment and Other
$10.5 million
$6.0 million
$6.1 million
$4.1 million
$3.0 million
$2.0 million
$1.8 million
$1.8 million
$1.2 million
$0.6 million
$2.2 million
$1.9 million
Total $41.2 million
Handout related to
GM Memo 03-^64 Attachment 3
Table 2 shows projected revenues for the TransLink® program compared to the total cost of the Revised Phase H Baseline Capital Budget.
- Table 2; Projected TransLink® Program Revenues
Description
Remaining Available Program Funds
RTP Committed Funds
Subtotal
Funding Required for Revised Phase II Baseline Capital Budget
Remaining Balance
Revenues in 2001 $
$33.7 million
$52.0 million
$85.7 million
$79.0 million
$6.7 million
Funding committed in the 2001 Regional Transportation Plan (RTP) anticipated additional resources for the new capital needs. As shown above, the projected revenues for the TransLink® program exceed the costs in the Revised Baseline Phase H Budget by $6.7 million. Though the total revenues exceed costs, a significant amount of the funds committed in the RTP will not be available until later in the 10-year budget horizon. As a result, beginning in FY 2005 the program faces a cash flow shortfall. Strategies to address the program's cash flow needs will be presented to this Committee in the next few months.
Beyond the costs reflected in the Revised Baseline Phase H Capital Budget, MTC and the transit operators participating m the TransLink® program have identified other capital needs that would enhance the TransLink system and replace equipment at the end of its useful life. Table 3 shows tfie capital costs beyond the revised baseline. In general, the capital costs that exceed the revised
aTco^'T « n f" r?1!1'therefOre'rCqUire a regi0nal aPProach t0 both Prioritizing the costs and seeking funding for the highest priorities. We are not recommending that these additional costs be amended into the budget at this time. However, recognizing the need for additional capital funds, we are pursuing both a TransLink®-related earmark in the federal transportation reauthorization bill, funding from the proposed bridge toll increase, and Section 5307 formula transit funds. In particular, we believe the proposed federal earmark and bridge toll bill are good candidates to fund the further TransLink® enhancements listed in Table 3 The TransLink® equipment replacement could appropriately claim Section 5307 funds since this program is the traditional source for funding transit capital replacement needs in the region.
Table 3: Additional Capital Costs Above Revised Baseline
Description
Equipment Replacement
Ticket Vending Machine Integration
Integration with On-Board Equipment
Equipment to Be Purchased Outside TransLink®® Contract
Contingency and Sales Tax on Additional Equipment
Cost in 2001 $
Total
$19.4 million
$16.0 million
$10.0 million
$2.7 million
$6.8 million
$54.9 million
Attachment A to this memo provides further information about the capital funding for the
TransLink® program. Attachment B shows the Original Phase II Capital Budget, the Revised Baseline Phase II Capital Budget, and the additional capital costs above the revised baseline. We
seek committee approval of this capital budget revision at your March 5th meeting, and will return with strategies to deal with the cash flow question at a future meeting.
Stev^Heminger
J:\COMMITTE\Administration\2003 by Month\A&O_Mar_2003\TL BudgeLdoc
Attachment A
TransLink® Program Capital Funding, 2001 $
Budget Horizon, FY 2003 - FY 2012
Attachment B
TransLink® Capital Budget, 2001 $
Budget Horizon, FY 2003 - FY 2012
Category
B. Revised Baseline Phase II Capital Budget, 2001 $
Design & Implementation Subtotal
Phase II Design
Maintenance
Marketing
Systems & Equipment Subtotal
Phase II Equipment
Add'l Equipment for Fleet Expansion
Add'l Equipment for AC Transit. Caltrain. Golden Gate Transit, Muni, and Valleio
TransUnk® Cards
Communications Network
Sales Tax
Consultant Support Costs
Site Preparation
Integration Budget
Contingency Budget
Total Costs
Total
$20.314.515
$9,068,893
$8,155,622
$3.090.000
$35.658.027
$14,815,014
$565,992
$10,448,345
$8,592,676
$1,236,000
$2.941.787
$3.578.000
$6.623.320
$6.962.000
$2 974 468
$79,052,118
Programming and Allocations Committee Memorandum
Page 2
June 12, 2002
June 12,2002
Metropolitan Transportation Commission
Programming and Allocations Committee
Item Number 5a
Resolution No. 3484
Subject:
Background:
Issues:
Recommendation:
Attachments:
FY 2002/03 through FY 2007/08 State Transit Assistance (STA) Regional
Discretionary Program
Consistent with MTC's adopted STA allocation policy, MTC Resolution
No. 2310, Revised, population-based STA funds are available to support
special projects of regional interest and transit coordination projects,
especially those identified in the Commission's SB 1474 Transit
Coordination Implementation Plan, which is updated on an annual basis.
The MTC Regional Discretionary Program is a multi-year program
annually adopted by the Commission. Attachment A to MTC Resolution
No. 3484 updates the programming for FY 2002/03 through FY 2007/08.
Attachment B to MTC Resolution No. 3484 provides information about
how STA funds will be used for MTC projects in FY 2002/03.
Attachment C allocates to MTC STA funds to support the FY 2002/03
Regional Discretionary Program.
None
Refer to the Commission for approval the FY 2002/03 through FY
2007/08 programming of STA Regional Discretionary funds, and allocate
$8,271,295 to MTC for implementation of regional coordination projects
in FY 2002/03.
Deputy Director's Memorandum
MTC Resolution No. 3484
Handout related to
GM Memo 03-164
METROPOLITAN Joieph P. Bon MtuoOntcr
TRANSPORTATION «» «***»« Oikltnd. C\ 94607-4700
COMMISSION Tel: 510.464.7700
TDD/TTY: SI0.444.7769
Fax: S10.464.7848
Memorandum
TO: Programming and Allocations Committee DATE: June 12, 2002
FR: Deputy Director, Policy
RE: MTC Resolution No. 3484: FY 2002/03 through FY 2007/08 State Transit Assistance (STA)
Regional Discretionary Program and FY 2002/03 STA Regional Discretionary Allocation
Background
MTC Resolution No. 2310, Revised, allows population-based STA funds to be used to support
special projects of regional interest and transit coordination projects, especially those identified
in the Commission's SB 1474 Transit Coordination Implementation Plan. The Commission
annually adopts the STA Regional Discretionary Program, a process which includes approval of
a multi-year funding program and allocation of the new fiscal year of STA funds for MTC
projects.
Typically, the Commission adopts its SB 1474 Transit Coordination Implementation Plan
concurrently with the STA Regional Discretionary Program. However, the SB 1474 Transit
Coordination Implementation Plan will be delayed this year due to uncertainty surrounding the
regional express bus program. The recommended STA programming is consistent with the
current SB 1474 Plan.
FY 2002/03 through FY 2007/08 STA Regional Discretionary Program
Staff is recommending a 6-year STA Regional Discretionary Program (Resolution No. 3484,
Attachment A) compared to last year's 10-year program in anticipation of possible changes in the
STA allocation formula when additional revenues are generated through Proposition 42.
In the proposed program STA funds will support projects to 1) improve regional coordination, 2)
improve accessibility of transit services; 3) implement the Commission's Lifeline Transportation
Program and 4) market customer service projects. The STA discretionary program includes
funding for the TransLink® program, the Regional Transit Information System (RTIS) and the
Low-Income Flexible Transportation (LIFT) Program. The STA program also includes funds to
be claimed by other project sponsors such as Golden Gate Transit to operate Route 40 across the
Richmond/San Rafael Bridge. Contingency funds have been included in the 6-year program to
address any unforeseen funding or operating shortfalls that may affect MTC's customer service
projects.
Programming and Allocations Committee Memorandum June 12, 2002
Page 2
In FY 2002-03, approximately $3 million in unspent revenues from FY 2001-02 STA allocations
will be returned to the Local Transportation Fund (LTF) for reallocation through MTC's STA
Regional Discretionary Program. Of this amount, the most significant 'unspent prior allocations'
include:
• $1 million in LIFT program funds that will be included in the next round of LEFT project
programming subject to Commission action in September 2002;
• SI million in unspent contingency funds; and
• $500,000 in Regional Transportation Marketing funds. Staff has revised and significantly
scaled back the marketing program's scope of work and plans to perform some marketing
functions with in-house resources in the future.
FY 2002-03 Allocation to MTC for Implementation of Regional Projects
MTC Resolution No. 3484 (Attachment C) allocates $8,224,971 in STA capital and operating to
MTC to fund the FY 2002-03 STA Regional Discretionary Program. Brief descriptions of each
project and how the funds will be spent are included in Attachment B.
Recommendation
Staff recommends that the Committee: 1) refer MTC Resolution No. 3484 to the Commission
for approval of the FY 2002-03 through FY 2007-08 programming of STA Regional
Discretionary funds and 2) allocate $8,224,971 to MTC to cover operating and capital costs to
implement regional coordination projects in FY 2002-03.
Therese McMillan
SH:JPG
J:\SECTION\ALI^TAFF\RESOLirr\TEMP-RES\MTC\lnip-3484.doc
Date: June 26,2002
W.I.: 1152
Referred by: PAC
Nimi*'
ABSTRACT
Resolution No. 3484
This resolution establishes a multi-year program for MTC's State Transit Assistance (STA)
Regional Discretionary fiinds and allocates a total of $8,224,971 in STA revenues to MTC during
Fiscal Year 2002-03 for specified regional transit coordination projects.
Further discussion of this allocation is contained in the PAC memorandum dated June 12,2002.
Date: June 26,2002
W.I.: 1152
Referred by: PAC
RE: Multi-vear Programming and FY 2002/03 Allocation of State Transit Assistance (STA)
Funds to Metropolitan Transportation Commission
METROPOLITAN TRANSPORTATION COMMISSION
RESOLUTION NO. 3484
WHEREAS, the Metropolitan Transportation Commission (MTC) is the regional
transportation planning agency for the San Francisco Bay Area pursuant to Government Code
Section 66500 et seq.: and
WHEREAS, the State Transit Assistance (STA) fund is created pursuant to Public
Utilities Code § 99310 et seq., and
WHEREAS, Public Utilities Code § 99313 provides for the allocation by the Controller
l of State Transit Assistance (STA) funds to MTC based on the ratio of the population of the area
under MTC's jurisdiction to the total population of the State of California; and
WHEREAS, in accordance with PUC Code § 99316(a) MTC has created the State Transit
Assistance fund in Alameda County for deposit of STA funds from the Controller; and
WHEREAS, Public Utilities Code § 99313.6(d) provides that MTC is an eligible
claimant for such STA funds for projects to achieve regional transit coordination objectives; arid
WHEREAS, MTC has adopted a Transit Coordination Implementation Plan pursuant to
Government Code Section 66516.5 which identifies a number of projects to be implemented by
MTC and the region's transit agencies to improve coordination of services; and
WHEREAS, MTC annually revises a multi-year program for projects as shown in
Attachment A to this resolution and consistent with the STA allocation policy established in
MTC Resolution No. 2310, Revised; and
MTC Resolution No. 3484
Page 2
WHEREAS, MTC has provided detailed information about the use of STA funds for the
projects in FY 2001-2002 as shown in Attachment B to this resolution; and
WHEREAS, MTC has been advised by the project sponsors that their respective projects
and purposes listed in Attachment B to this resolution are in compliance with the requirements of
the California Environmental Quality Act, Public Resources Code § 21000 et seq.. and the State
EIR Guidelines (14 Cal. Code of Regs. § 15000 etse
WHEREAS, MTC has complied with the applicable rules and regulations for an
allocation of STA funds under 21 Cal. Code of Regs. § 6730 et seq.: now, therefore, be it
RESOLVED, that MTC allocates to itself STA funds in the amounts and for the purposes
that are specified in Attachment C to this resolution, attached hereto and made a part of this
resolution; and be it further
RESOLVED, that the MTC Executive Director or his/her designee is authorized to
disburse funds from the Alameda County State Transit Assistance Fund (STAF) to MTC in
accordance with Attachment C to this resolution; and be it further
RESOLVED, that a copy of this resolution and appropriate allocation instructions be
prepared and transmitted to Alameda County requesting a disbursement of funds pursuant to this
resolution.
METROPOLITAN TRANSPORTATION COMMISSION
Sharon J. Brown, Chair
The above resolution was entered
into by the Metropolitan Transportation
Commission at a regular meeting
of the Commission held in Oakland,
California, on June 26,2002.
Attachment A, S jlutton No. 3484
6-Year STA Regional Discretionary Program
(2002 $)
12,2002
Attachment A
Resolution No. 3484
Page 1 of 1
TCAP Contingency
Cumulative Balance
MTC $ 1,555,455 S 1,755,067 $ 2,044,296 $ 2,249.060 $ 2.496,463 $ 2,497,049
$ 11,455.889 $ 11.S6S.141 $ 10.622.480 % 8.040,803 $ 5,921,873 $ 4.161.B69
Date: June 26, 2002
W.I.: 1152
Referred by: PAC
Attachment B
Resolution No. 3484
Page 1 of6
STA Regional Discretionary Program Summary
FY 2002/03
STA Regional Discretionary Funds support some of the region's system management projects as
well as other planning and operational efforts to improve coordination of, and access to,
transportation services in the Bay Area. Many of these projects are consistently identified in the
SB 1474 Transit Coordination Implementation Plan annually approved by the Commission.
Specific SB 1474 project goals include: 1) Improve service to the transit customer, 2) Increase
system efficiency through coordination of specific functions and 3) Develop sub-regional
coordination agreements between connecting agencies.
Typically, the Commission concurrently adopts the SB 1474 Transit Coordination
Implementation and the STA Regional Discretionary Program. Adoption of the SB 1474 Plan
will be delayed this year as a result of uncertainty surrounding the regional express bus program.
Since many other regional projects need access to FY 2002-03 STA funds, staff is recommending
the allocation of STA funds in advance of adopting the FY 2002-03 SB 1474 Plan.
The FY 2002-03 STA Regional Discretionary Program totals $8,494,671. Of this amount,
$8,224,971 is for allocation to MTC; the remaining $269,700 is programmed for other agencies
to claim. A brief description of how STA funds will be spent in FY 2002-03 follows.
Transit Coordination and Access Program fTCAP)
TransLink®
Allocation: $1,855,883
Programmed: $7,000 (to be allocated to Golden Gate Transit)
MTC is the lead for the regional procurement and implementation of the TransLink® fare payment system. The TransLink® procurement includes a limited demonstration, evaluation,
regional implementation and on-going program coordination with the region's transit agencies.
The six-month demonstration began in February 2002 and is limited to a portion of the transit
systems of the following operators: AC Transit, BART, Caltrain, Golden Gate Transit, SF Muni
and Santa Clara VTA. The goal of the demonstration is to test on-board and in-station
equipment, the distribution network and the clearinghouse system of revenue reconciliation, and
customer experience with the system. Pending the evaluation of the demonstration, MTC and the
transit operators will decide whether to proceed with regional implementation. Transit operators
have formed the TransLink® Transition Group (TTG) whose purpose is to determine what form
of governance the TransLink® program should have once it is fully implemented.
TransLink® operating and capital costs are funded with a mix of federal and regional
discretionary funds, including STA. In FY 2002/03, $1,305,883 in STA operating/capital funds
is needed to implement the TransLink® project. An additional $550,000 is needed for consulting
Attachment B
Resolution No. 3484
Page 2 of6
services for the following purposes:
TransLink® Costs/Savings Analysis - to assist the TTG and/or its individual members in
evaluating the operator-specific financial impacts and fare policy implications of
implementing TransLink®. TransLink® Service Bureau Operations Audit - to evaluate Motorola/ERG contract
performance to date to confirm readiness for Phase II. Examples of specific tasks would
be to confirm that 1) smart cards are properly controlled, handled, initialized and
distributed, 2) refunds comply with established procedures, 3) devices are registered and
verifiable and 4) credit/debit add-value transactions are recorded and processed properly.
Financial Audit - to evaluate the financial aspects of the TransLink® financial clearinghouse. Examples of specific tasks would be to confirm that 1) net settlement
calculation for participating operators is accurate, 2) correct funds are paid to/collected
from operators, merchants and employers, 3) transit operator financial claims are properly
handled and 4) the fund limit and liability of unused e-cash as recorded in the ledger is
reasonable.
Technical/Engineering Assistance - to continue consulting assistance through the end of
Phase I, assist in preparing for Phase II and provide technical advice on system
integration issues.
Systems Assessment - to evaluate program software and documentation to assess if MTC
has everything it needs to operate the TransLink® system.
Paratransit Technical Assistance Program
Allocation: $275,000
The Paratransit Technical Assistance Program (PTAP) was developed in 1999 to assist transit
and paratransit program staff to identify and implement opportunities to better manage their
paratransit programs. To date, this program has explored a variety of strategies, such as
application of advanced technology, analyzing the feasibility of implementing flexible services,
and conducting on-site reviews of paratransitscheduling, to enhance paratransit operations and
improve productivity.
Implementation of the program will continue in FY 2002-03, with a needs assessment completed
early in the fiscal year to identify training topics of concern to transit and paratransit program
staff. A program will be established to provide training and technical assistance on a quarterly
basis. MTC will also continue its sponsorship of the Paratransit Management Certificate
Program by providing scholarships to local paratransit program staff.
Regional Transit Information System
Allocation: $1,472,000 The Regional Transit Information System (RTIS) is operated by MTC to collect, maintain, update and
distribute region-wide transit service information for benefit of the traveling public and MTC's
transit partners. The main components of the RTIS include a regional transit trip planning
system, a transit information website and a Regional Transit Database.
The RTIS has implemented the regional transit trip planning tool in two ways. Telephone
Attachment B
Resolution No. 3484
Page 3 of6
^ information centers at AC Transit, BART, CCCTA, LA VTA and MUNI directly connect to the
central trip planning server and database to generate transit trip itineraries connecting origins and
destinations that cut across transit service boundaries. An Internet interface to the same system is
the other form in which transit trip planning has been implemented in the Bay Area. Through a
Web-enabled interface currently called the TakeTransitSM Trip Planner, the general public can access the same Regional transit trip planning services used by transit agency call centers.
The other components of the RTIS include a Transit Information Web Site (located at
www.transitinfo.org) that contains static pages with schedule and route information for all transit
agencies in the Bay Area. Lastly, the Regional Transit Database (RTD) service as, the central
database and data management system containing comprehensive, current transit service data for
all regional transit agencies.
During FY 2002-03, the RTIS will continue to update and maintain the transit data needed for
regional transit trip planning and complete the expansion of the system to include all transit
agencies in the Bay Area. The project will also continue development of the transit information
web site linking it to the Regional Transit Database so that the schedule and route information
published over the Internet is derived dynamically from a database and not from static HTML
pages. During the coming year, a number of enhancements will also be made to the hardware
and software to upgrade the RTIS and improve its reliability and maintainability.
Regional Transportation Marketing
^ Allocation: $160,000 For the past three years, MTC has contracted for consultant services to provide both marketing
services and market research to MTC staff and to the Regional Transportation Marketing
Committee (RTMC). This contract ends June 30,2002. In the coming years, MTC and the
RTMC will take a more specific approach to marketing activities by focusing on the promotion
and marketing research of MTC-sponsored regional customer service projects such as
TransLink® and traveler information services (Travlnfo®, Regional Transit Information System,
Regional Rideshare Program, etc).
In FY 2002-03, MTC will procure two distinct types of marketing services: 1) market research
and 2) marketing services and support (i.e. managing marketing campaigns, media buys and
public relations). It is anticipated that by structuring MTC's marketing needs in two RFPs,
MTC will be better positioned to 1) provide support to project managers by developing and
implementing marketing, market research, and project evaluation plans; 2) track and coordinate
planning for project launch events and strategies, and on-going project promotion; 3) manage and
direct consultants to support the above tasks; and 4) coordinate with MTC Legislative and PI
staff on public outreach, publications, and public survey or polling. Market research objectives
include:
• Increase our understanding of travelers' satisfaction with MTC customer service products
and services to inform product/service development and modification;
v • Identify additional specific products or services that may be desired by travelers or trends
that suggest the need for new products and services; and
• Provide customer satisfaction data as input to customer service project evaluations.
Attachment B
Resolution No. 3484
Page 4 of6
It is expected that findings from the market research contract will be used as input for creating
targeted marketing campaigns, evaluating the effectiveness of those campaigns, and informing
on-going product development.
Marketing services and support objectives include:
• Increasing awareness of targeted customer service products, increasing usage of targeted
customer service products;
• Developing and implementing coordinated transit information campaigns.
Richmond Bridge Regional Links (GGT Route 40)
. Programmed: $222,700
In order to ensure the connection of transit services across the Bay, a series of regional links have
been established, including Richmond Bridge Service. Bus service on the Richmond San Rafael
Bridge provides the only public transit connection between Marin and Contra Costa Counties.
The service is operated by Golden Gate Transit and funded through a partnership that includes
AC Transit, BART and MTC. MTC has programmed $222,700 in STA funds as its share of
Route 40 funding for FY 2002-03 which will be claimed by Golden Gate Transit An additional
$25,000 in STA has been programmed to this service as part of the LIFT Program.
Facilitation and General Planning Studies
^*" Allocation: $225,000 Programmed: $15,000
These funds will allow MTC to be responsive to facilitation and planning needs or requests in the
region as they arise throughout the year. For example, a study may be completed that
recommends additional follow-up, a partnership opportunity may arise that benefits MTC's
regional coordination objectives or a particularly difficult regional issue emerges that requires
consulting assistance to forge consensus. Of the $240,000 programmed for this purpose, $15,000
will be contributed to a marketing survey of low-income individuals in San Mateo County being
undertaken by SamTrans that will inform MTC's own community planning efforts.
Regional Coordination Support
Allocation: $299,233
Consistent with current practice, MTC supports the Partnership Transit Coordination Committee
and inter-operator activities, included but not limited to the following tasks:
• Provide staff support to the PTCC to implement its work program, including coordination
of regional and sub-regional activities to support the Commission's SB 1474 Transit
Coordination Implementation Plan. New in FY 2002-03 is the provision of funds to hire
temporary staff to support targeted public relations efforts for MTC's customer service
projects. This staffing need is in response to the increased visibility of MTC projects like
TransLink®, Travlnfo® and the RTIS (Take TransitSM Trip Planner). And need for i continuous coordination with transit agencies.
• Work with all Bay Area transit operators in designing and implementing regional
emergency preparedness activities such as tabletop drills, developing communications
systems and developing an information management system.
Attachment B
Resolution No. 3484
Page 5 of6
Legislative Consultant
Allocation: $82,400
Consistent with current practice, STA funds would be used to fund half of the contract for
legislative consultant work as the transit contribution toward coordinated advocacy in
Washington, D.C. MTC contributes the other half in TDA funds.
Program Contingency
Allocation: $1,555,455
These contingency STA funds would be used in the event of unforeseen funding or operating
shortfalls. All unspent contingency funds at the end of FY 2002/03 will be returned to MTC's
discretionary STA account for reallocation as part of MTC's TCAP in FY 2003/04.
Lifeline Program
Low-Income Flexible Transportation (LIFT) Program
Allocation: $2,000,000
Programmed: $25,000 (to be allocated to Golden Gate Transit)
For FY 2002-03, a total of $2,000,000 in STA funds is available to support MTC's Low-Income
Flexible Transportation (LIFT) Program. Of these funds, $ 1,000,000 is reserved for AC
Transit's Student Bus Pass Project per Commission direction in December 2001. The remaining
$1,000,000 is available to support implementation of new LIFT projects, subject to Commission
approval this fall.
In addition, $25,000 has been programmed to Richmond Bridge Regional Links (GGT Route 40)
to cover MTC's share of LIFT-related service improvements. On Route 40, operating hours have
been extended to provide more access to employment opportunities.
Community-Based Plans
Allocation: $200,000
The goal of MTC's Community-Based Transportation Planning Program is to advance the
findings of the Lifeline Transportation Network Report as adopted by the Commission and
incorporated into the 2001 Regional Transportation Plan (RTP). The Lifeline Report identified
transit needs in economically disadvantaged communities throughout the San Francisco Bay
Area, and recommended initiation of community-based transportation planning as a first step in
addressing them. Likewise, the Environmental Justice (EJ) Report for the 2001 RTP also
identified the need for MTC to support local planning efforts in low-income communities
throughout the region; the Community-Based Transportation Planning Program advances these
findings as well.
Each planning process will be a collaborative effort and will involve the participation of local
transit operators and congestion management agencies, as well as residents and community-based
organizations providing services within low-income neighborhoods. Planning efforts will be
Attachment B
Resolution No. 3484
Page 6 of6
supported in each of the nine Bay Area counties and focus on the most impoverished
communities identified in the Lifeline/EJ reports.
Research on Transportation Affordability
Allocation: $100,000
Last year, the Commission adopted the Regional Welfare-to-Work Plan, and also incorporated
the Lifeline Transportation Network Report into the 2001 Regional Transportation Plan (RTP)
update. Both these planning initiatives identified the need for MTC to examine further how the
cost of transportation affects low-income individuals' access to employment, training, medical or
other essential destinations. MTC staff is working with the Public Policy Institute of California
(PPIC) to identify and implement a research agenda intended to advance understanding of this
issue. These funds will be used to support that effort.
Date: June 26,2002
W.I.: 1152
Referred by: PAC
Attachment C
Resolution No. 3484
Page 1 of 1
ALLOCATION OF STATE TRANSIT ASSISTANCE FUNDS
FOR 2002/03 TO MTC
Claimant Project Description
Allocation
Amount
5820 - 6730A Operating Costs - Population-based MTC Discretionary
MTC TransLink $1,069,120
Paratransit Technical Assistance Program $275,000
Regional Transit Information System $628,000
Regional Transportation Marketing $ 160,000
Facilitation and General Planning Studies $225,000
Regional Coordination Support $299,233
Legislative Consultant $82,400
LIFT Program $2,000,000
Community-Based Plans $200,000
Research on Transportation Afibrdability $ 100,000
Contingency $1,000,000
Subtotal $6,038,753
5821 - 6730B Capital Costs - Population-based MTC Discretionary
MTC TransLink® $786,763
Regional Transit Information System $844,000
Contingency $555,455
Subtotal $2,186,218
TOTAL $8,224,971
Allocation
Code
01
02
03
04
05
06
07
08
09
10
11
12
13
14
Approval Apportionment
Date Area/Footnotes
6/26/02
6/26/02
6/26/02
6/26/02
6/26/02
6/26/02
6/26/02
6/26/02
6/26/02
6/26/02
6/26/02
6/26/02
6/26/02
6/26/02
_ !
Evaluation Results: By TBe Numbers
rronsl/nfe® Trips By Agency
50,000
45,000
40,000
35,000
30,000
25,000
20,000
15,000
10,000
5,000
0
_Overall, one third of a//TransLink® cards
were used to travel on more than one system
BART, GG Ferry and Muni were the providers "for over 90 percent of all TransLink® trips
On BART, over 70 percent of
cardholders used their card on both' -BART and another transit system
GG Ferry BART SFMuni AC Transit GG Bus Calfrain SCVTA
Total Trips Token Using TransLink*, by Month
30,000
During Ihe pilot
program, the number
of trips taken using a
TransLink® card
more than doubled,
as did the dollar
amount
loaded.
$70,000
$60,000
$50,000
540,000
$30,000
520,000
$10,000
SO
Equipment Availability
is definitely
going to
be the fare
payment of
the future."
100%
99.73%
February March April Moy Juie Jut
Equipment Availability/Reliability
Contract Requirement
Equipment Reliability
33,000
29,250
25,500
21,750
18,000
14,250
10,500
- TransLink® equipment .
consistently exceeded
contract requirements in both
availability and reliablity.
February
I I
Next Steps...
Develop oversight body
to govern TransLink®
program amongst multiple
transit operators
Ask the policy boards of
transit agencies to authorize
participation in regionwide
TransLinlc^ implementation
Refine some TransLink0
program elements based on
information gained during
demonstration
Quick Facts
A six-month evaluation period lasted from February - July 2002. Key fndings include:
■ Over 3,500 volunteers participated
■ Cardholders ranked their satisfaction as a
9 out of a possible 10
■ 34 out of 35 of focus group participants
strongly recommend expansion of
TransLink® Bay Area-wide
■ Reliability and availability of TransLink8
equipment exceeded contractual requirements
■ Bank clearinghouse processed more
than 120,000 transactions, with over 99.9%
automatically settled
■ $275,000 of value was added to
TransLink® cards
■ Value added to cards doubled over
demonstration period
■ Analysis of f nancial data suggests strong
potential for operational cost savings
■ In survey of Bay Area transit riders, nearly
70% said they would be very likely to try
TransLink?
W-H ■■■^■J1:-^-1-i
Handout reefed to
GM Memo J-164
ustomer Reactions Evaluation Results
"Tratistink* is definitely going to be the fare payment of
the future. I love how easy it has become to travel."
"I think it's great to have only one card for
any kind of transportation we use!
7 loved it! Would like to see coverage expanded."
"Overall a GREAT system. Thumbs up to smart card
convenience... EXPAND NOW!"
"I love not dealing with tickets, and walking right on.
Overall, it is a fantastic upgrade to my commuting life."
"Make it official. Expand it regionwide.
Incredible system. Easy to use.
I enjoy not looking for change every night..."
"Using rronsi/nPmokes my experience more convenient
— less cash to carry, saves time. I really enjoy using this card.
Now all I do is increase the amount on my card and I'm gone."
"TransUnlc® is fantastic."
"Translinlc® is great. I use it on Golden Gate Ferry,
BART and Muni — terrific system
"I love flying through the faregates on BART and not
having to worry about exact change on MUNI and VTA.
I'm anxiously awaiting full implementation!"
www.translink.org
TransLink®, a "smart card" designed with a
microchip that stores multiple transit fares, has
been used on a trial basis in the Bay Area for
tfie past year. TransLink® marks the successful
completion of the pilot program with more than
3,500 volunteers processing over 120,000
transactions to date. The TransLink® program
has 9 out of 10 cardholders highly satisfied.
For the first time ever in this country, a smart
card has successfully been used to collect fares
amongst different transit operators.
Welcome to the
future. Welcome, 9
to TransLink?8'. . -^
Translink Demonstration Goals
In order to test the system, TransLink^
was installed on select routes and vehicles
representing most public modes of travel in the
Bay Area. The program set out to:
^/ Test customer acceptance and use of
TransLink® services and systems
^ Ensure the TransLink® system could meet
contract requirements in different operating
environments.
^ Provide operators field experience with new system and equipment
Provide data about fisca