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02 February 21, 2008 Transit Policy
83200 RECORDS RIVERS/DE COUNTY TRANSPORTATION COMMISSION TRANSIT POLICY COMMITTEE MEETING AGENDA TIME: 10:00 a.m. DATE: Thursday, February 21, 2008 LOCATIONS: Conference Room C, Fifth Floor Riverside County Administrative Center 4080 Lemon Street, Riverside 4th District, Riverside County (Teleconference Site) 73-710 Fred Waring Drive, Suite 222 Palm Desert, CA 92260 * * * COMMITTEE MEMBERS * * * Frank West, City of Moreno Valley, Chair Roger Berg, City of Beaumont, Vice -Chair John Chlebnik / Ray Quint°, City of Calimesa Michael H. Wilson / Gene Gilbert, City of Indio Frank Hall / Malcolm Miller, City of Norco Daryl Busch / Mark Yarbrough, City of Perris Steve Adams / Andy Melendrez, City of Riverside Ron Roberts / Jeff Comerchero, City of Temecula John F. Tavaglione, County of Riverside, District II Jeff Stone, County of Riverside, District III Roy Wilson, County of Riverside, District IV *** STAFF *** Stephanie Wiggins, Regional Programs Director Brian Champion, Program Manager * * * AREAS OF RESPONSIBILITY * * * Policy directions to prepare for transit vision and to bring regional perspective to transit Monitor transit implementation Performance of transit operators and its services Comments are welcomed by the Committee. if you wish to provide comments to the Committee, please complete and submit a Speaker Card to the Clerk of the Board. 11.36.39 " " R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N T R A N S I T P O L I C Y C O M M I T T E E w w w . r c t c . o r g A G E N D A * * A c t i o n s m a y b e t a k e n o n a n y i t e m l i s t e d o n t h e a g e n d a 1 0 : 0 0 a . m . T h u r s d a y , F e b r u a r y 2 1 , 2 0 0 8 C O N F E R E N C E R O O M C R i v e r s i d e C o u n t y A d m i n i s t r a t i v e C e n t e r 4 0 8 0 L e m o n S t r e e t , F i f t h F l o o r , R i v e r s i d e , 9 2 5 0 1 a n d 4 t h D i s t r i c t , R i v e r s i d e C o u n t y ( T e l e c o n f e r e n c e S i t e ) 7 3 - 7 1 0 F r e d W a r i n g D r i v e , S u i t e 2 2 2 , P a l m D e s e r t , 9 2 2 6 0 I n c o m p l i a n c e w i t h t h e A m e r i c a n s w i t h D i s a b i l i t i e s A c t a n d G o v e r n m e n t C o d e S e c t i o n 5 4 9 5 4 . 2 , i f y o u n e e d s p e c i a l a s s i s t a n c e t o p a r t i c i p a t e i n a C o m m i t t e e m e e t i n g , p l e a s e c o n t a c t t h e C l e r k o f t h e B o a r d a t ( 9 5 1 ) 7 8 7 - 7 1 4 1 . N o t i f i c a t i o n o f a t l e a s t 4 8 h o u r s p r i o r t o m e e t i n g t i m e w i l l a s s i s t s t a f f i n a s s u r i n g t h a t r e a s o n a b l e a r r a n g e m e n t s c a n b e m a d e t o p r o v i d e a c c e s s i b i l i t y a t t h e m e e t i n g . 1 . C A L L T O O R D E R 2 . R O L L C A L L 3 . P U B L I C C O M M E N T S ( I t e m s n o t l i s t e d o n t h e a g e n d a ) 4 . A P P R O V A L O F M I N U T E S - J U L Y 1 9 A N D N O V E M B E R 1 5 , 2 0 0 7 5 . A D D I T I O N S / R E V I S I O N S - T h e C o m m i t t e e m a y a d d a n i t e m t o t h e A g e n d a a f t e r m a k i n g a f i n d i n g t h a t t h e r e i s a n e e d t o t a k e i m m e d i a t e a c t i o n o n t h e i t e m a n d t h a t t h e i t e m c a m e t o t h e a t t e n t i o n o f t h e C o m m i t t e e s u b s e q u e n t t o t h e p o s t i n g o f t h e a g e n d a . A n a c t i o n a d d i n g a n i t e m t o t h e a g e n d a r e q u i r e s 2 / 3 v o t e o f t h e C o m m i t t e e . I f t h e r e a r e l e s s t h a n 2 / 3 o f t h e C o m m i t t e e m e m b e r s p r e s e n t , a d d i n g a n i t e m t o t h e a g e n d a r e q u i r e s a u n a n i m o u s v o t e . A d d e d i t e m s w i l l b e p l a c e d f o r d i s c u s s i o n a t t h e e n d o f t h e a g e n d a . 6 . E L E C T I O N O F O F F I C E R S P a g e 1 O v e r v i e w T h i s i t e m i s f o r t h e T r a n s i t P o l i c y C o m m i t t e e t o c o n d u c t a n e l e c t i o n o f o f f i c e r s f o r 2 0 0 8 - C h a i r a n d V i c e C h a i r . Transit Policy Committee Agenda February 21, 2008 Page 2 7. COORDINATED PUBLIC TRANSIT -HUMAN SERVICES TRANSPORTATION PLAN Overview Page 2 This item is for the Committee to receive and file a presentation on the Coordinated Public Transit -Human Services Transportation Plan. 8. PROPOSED AUGMENTATION TO THE .FARE BOX RECOVERY POLICY Page 12 Overview This item is for the Committee to: 1) Review and approve including the definition of Operating Costs to Calculate Farebox Ratios; 2) Review and approve including the definition of Capital -Related Expenses Below Capitalization Thresholds; 3) Review and approve including the definition of Operating Cost Exclusions and Exemptions; and 4) Forward to the Commission for final action. 9. ADJOURNMENT The next Transit Policy Committee meeting is scheduled to be held at 10:00 a.m., Thursday, May 22, 2008, Conference Room C, County of Riverside Administrative Center, 4080 Lemon Street, Fifth Floor, Riverside, 92501. • TRANSIT POLICY COMMITTEE MEETING COMMISSIONER SIGN -IN SKEET FEBRUARY 21, 2008 NAME AGENCY E MAIL ADDRESS ilijA X GvE__ s / M 0/Z t-A, (/k //t"i Y/3 - 30 0 6 fb k-b a__ 10 � c /5 .A- iA, ,71,.1.. --r-�r Vr-k v C -a. L (WO- RikJt e, 'Ill .4.44.4}.6_s Al NOR Ci, .9.J C P fi,+GT2 � e�.9 00/9A) CA/eipij /t//k 67-4G /rY/6-rSA R Ott) : ( 6r-1 - u C- RI , (,J , 1 J6)--N - v L i RIVERSIDE COUNTY TRANSPORTATION COMMISSION TRANSIT POLICY COMMITTEE ROLL CALL FEBRUARY 21, 2008 Present Absent County of Riverside, District II County of Riverside, District I County of Riverside, District IV City of Beaumont City of Calimesa City of Indio City of =IVloreno Valley City of Norco City .of; Perris , City of Riverside City of Temecula AGENDA ITEM 4 MINUTES RIVERS/DE COUNTY TRANSPORTATION COMM/SS/ON TRANSIT POLICY COMMITTEE July 19, 2007 Minutes 1. CALL TO ORDER The meeting of the Transit Policy Committee was called to order by Chair Frank West at 10:00 a.m. in Conference Room C, County of Riverside Administrative Center, 4080 Lemon Street, Fifth floor, Riverside, California, 92501 and the teleconference site at Riverside County 4th District Office, 73-710 Fred Waring Drive, Suite 222, Palm 'Desert, California, 92260. 2. ROLL CALL Members Present Steve Adams Roger Berg Daryl Busch John Chlebnik Terry Henderson* Jeff Stone John F. Tavaglione Frank West Roy Wilson* Members Absent Frank Hall *teleconference site 3. PUBLIC COMMENTS There were no requests to speak from the public. 4. APPROVAL OF MINUTES — April 19, 2007 M/S/C (Stone/Berg) to approve the minutes of April 19, 2007 as submitted. 5. ADDITIONS/REVISIONS There were no additions or revisions to the agenda. Transit Policy Committee Minutes July 19, 2007 Page 2 6. PRODUCTIVITY IMPROVEMENT PROGRAM POLICY REVISIONS Tanya Love, Program Manager, provided a brief overview and update on the Productivity Improvement Program (PIP) and presented the recommended policy revisions to the PIP. M/S/C (Stone/Adams) to: 1) Approve the following policy revisions to the -Productivity Improvement Program (PIP): a) Change operating cost per revenue hour from a mandatory target to a discretionary target; b► Increase the number of minimum discretionary performance targets operators must meet from three to four; and 2) Forward to the Commission for final action. 7. CHARTER SERVICES: USING PUBLIC TRANSPORTATION FOR SCHOOL BUS SERVICE - FEDERAL FUNDING LIMITATIONS Tanya Love provided an update on the public operators' ability to provide bus services to the schools. She explained that currently under the Federal Transportation Administration (FTA) law, public operators are excluded from providing school bus services that are not open to the general public. Based on legal counsel review, public operators can provide tripper services if it is published and open door. She then presented the recommendation for demonstration projects. Commissioner Daryl Busch suggested the Val Verde School District be utilized as a demonstration project as there are no bus services currently beingprovided. Commissioner Roger Berg expressed support for tripper service demonstration projects. He reported on his attendance at a Transportation Now meeting, highlighting concerns expressed about high school parking. He suggested obtaining assistance from the county of Riverside to provide buses priority in high school parking lots. Commissioner Henderson expressed support for the demonstration projects and emphasized that the Commission needs to incorporate its support and project benefits to reduce greenhouse gases. The Committee concurred with Commissioner Henderson's comments. Transit Policy Committee Minutes July 19, 2007 Page 3 M/S/C (Busch/Adams) to: 1) Receive and file the report on charter services related to school bus transportation; 2) Direct staff to report back on the Safe Routes to Schools workshop; and 3) Direct staff to develop a report on the provision of current tripper services and explore the development of demonstration projects with public operators that do not receive federal funding. 8. TRANSIT VISIONING STATUS REPORT Tanya Love provided an update on the Transit Visioning process, including a discussion on greenhouse gases, and highlighted the following areas: • Need for Transit Vision; • Vision of services developed 10-year plan; • Goal — Develop vision that includes connectivity; mobility, and leveraging funds; • Funding — Based on vision, review existing Transportation Development Act (TDA) funding policy and determine Measure A funding split; • Measure A: $390 million for Western Riverside; • Measure A set -aside funds and estimated funding requirement; • Public bus and Commuter Rail and estimated funding requirement; • Commission's Commuter Rail enhanced services Perris" Valley Line (PVL) and PVL extension; • Riverside Transit Agency (RTA) and SunLine enhanced services; • Funding needs, estimated revenue, and projected shortfall; and • Next steps, time line and staff''s recommendation. Commissioner Steve Adams discussed the benefits of taking the trucks off the road during the day and putting them on at night; noting a 45 percent reduction in drive time during peak hours, a 55 percent reduction of greenhouse gases, at no cost, and it can be done immediately. He suggested the Commission take action now as the situation will become progressively worse, costs will continue to increase, and the time to attain relief keeps expanding. Transit Policy Committee Minutes July 19, 2007 Page 4 In response to Commissioner Berg's question regarding bus rapid transit in the Coachella Valley, Eunice Lovi, SunLine, replied that it anticipates taking the rapid transit bus on Highway 1.11 to Coachella and Palm Springs. Commissioner Berg suggested connectivity between the Pass area and the Coachella Valley. Tanya Love noted that SunLine's comprehensive operational analysis did. identify the Pass area as a future segment of its bus rapid transit system. Commissioner Jeff Stone requested clarification on Commissioner Adam's comments concerning the utilization of trucks at certain times of the day and how to accomplish this task as he believes it is a worthy consideration. Commissioner Adams replied that it would require approval from the counties and would not require state legislation. Commissioner Stone requested an objective review of Commissioner Adam's suggestion. Eric Haley,, Executive Director, suggested this is more properly an issue for the Southern California Association of Governments; however, Commission staff can provide data. He suggested working with national, state, local trucking, rail, shipping and distribution interests. He agreed that there is a gathering consensus amongst those involved but there are no agreements. He recommended incorporating this issue in the Commission workshop. In response to Commissioner John Chlebnik's inquiry about rail to the desert as part of the Transit Visioning plan, Tanya Love replied that rail to the desert is not in the 10-Year plan and there are no immediate plans for rail to the desert at this point. However, the Commission adopted the state rail plan for Amtrak. Commissioner Stone added that the Commission needs to know what rail mass transit plan is necessary for the next 50 years and suggested including the 50-year master plan at the Commission workshop. At Commissioner Busch's request, Tanya Love clarified the carry over for commuter assistance and specialized transit programs. M/S/C (Busch/Adams) to receive and file the staff report on the transit visioning process. Transit Policy Committee Minutes July 19, 2007 Page 5 9. ADJOURNMENT There being no further business for consideration by the Transit Policy Committee, the meeting was adjourned at 10:49 a.m. The next meeting is scheduled to be held at 10:00 a.m. on Thursday, September 20, 2007, in Conference Room A, Riverside County Transportation Commission, 4080 Lemon Street, 3rd Floor, Riverside, California, 92501 and the teleconference site at Riverside County 4th District Office, 73-710 Fred Waring Drive, Suite 222, Palm Desert, California, 92260. Respectfully submitted, Jennifer Harmon Clerk of the Board RIVERSIDE COUNTY TRANSPORTATION COMMISSION TRANSIT POLICY COMMITTEE November 15, 2007 Minutes 1. CALL TO ORDER The meeting of the Transit . Policy Committee was called to order by Chair Frank West at 10:05 a.m. in Conference Room C, County of Riverside Administrative Center, 4080 Lemon Street, Fifth Floor,Riverside, California, 92501. 2. ROLL CALL Members Present Steve Adams Roger Berg Frank Hall Ray Quinto Jeff Stone Frank West Michael Wilson Members Absent Daryl Busch Terry Henderson John F. Tavaglione Roy Wilson 3. PUBLIC COMMENTS There were no requests to speak from the public. 4. APPROVAL OF MINUTES MAY 24, 2007 M/S/C (West/Adams) to approve the minutes of May 24, 2007 as submitted. Abstain: M. Wilson 5. ADDITIONS/REVISIONS There were no additions or revisions to the agenda. Transit Policy Committee Minutes November 15, 2007 Page 2 6. COORDINATED PUBLIC TRANSIT -HUMAN SERVICES TRANSPORTATION PLAN Brian Champion, Program Manager, introduced Heather Menninger, AMMA, the consultant that assisted staff on the outreach and development of the Coordinated Public Transit -Human Services Transportation Plan. He provided an overview on the Job Access Reverse Commute (JARC) and New Freedoms programs. Heather Menninger explained that the federal authorization bill required the development of a Coordinated Public Transit -Human Services Transportation Plan and discussed the elements, survey, funding and outreach for the coordinated plan. Brian Champion provided an overview on the next steps. Commissioner Roger Berg discussed his concern regarding non-compliance with the farebox recovery ratio targets for Pass Area Transit due to how services are currently being utilized. He suggested including in the Coordinated Plan the education of the public to properly utilize the public transit system. Brian Champion replied that in the grant language, it specifies mobility training and the elimination of duplicate services. M/S/C to receive and file a presentation on the Coordinated Public Transit -Human Services Transportation Plan. 7. GOODS MOVEMENT/TRUCK OPERATIONS SHIFT ANALYSIS Tanya Love, Program Manager, introduced George Mazur, Cambridge Systematics, Inc., to present the Goods Movement/Truck Operations Shift Analysis. Tanya Love explained at its July 19, 2007 meeting, the Committee requested an analysis on the issues of goods movement and truck operations shift. George Mazur explained the focus was to evaluate the congestion impacts of trucks in the day and evening hours and discussed the following areas: • Project questions - Nature and duration of congestion, role of trucking in congestion, ability to shift truck time -of -day • " " T r a n s i t P o l i c y C o m m i t t e e M i n u t e s N o v e m b e r 1 5 , 2 0 0 7 P a g e 3 p a t t e r n s , e x a m p l e s o f t r u c k t i m e - o f - d a y s h i f t s a n d p o t e n t i a l s t r a t e g i e s t o s h i f t t r u c k t r a v e l ; " R o l e o f t r u c k s i n c o n g e s t i o n ; " T r u c k a n d n o n - t r u c k t r a v e l b y t i m e - o f - d a y ; " C o n s t r a i n t s o n t r u c k t r a v e l B u s i n e s s c o n s t r a i n t s , r e g u l a t o r y c o n s t r a i n t s a n d t r a v e l c o s t c o n s t r a i n t s ; " F o c u s o n r e g u l a t o r y c o n s t r a i n t s ; " L o c a l a n d n a t i o n a l e x p e r i e n c e s T i m e - o f - d a y r e s t r i c t i o n s n o t c o m m o n ; " S t r a t e g i e s t o s h i f t t r u c k t r a v e l L o o s e n n i g h t t i m e r e s t r i c t i o n s n e a r i n d u s t r i a l a r e a s a n d i n c e n t i v e p r o g r a m f o r o f f - p e a k p i c k u p s a n d d e l i v e r i e s , a n d d i r e c t r e s t r i c t i o n s ; a n d " S t r a t e g y s u m m a r y F e a s i b i l i t y , i m p a c t o n a i r q u a l i t y a n d i m p a c t o n f r e e w a y c o n g e s t i o n . C o m m i s s i o n e r S t e v e A d a m s s t a t e d t h a t t h i s i s t h e o n l y a l t e r n a t i v e t o r e l i e v e t r a f f i c c o n g e s t i o n o n t h e f r e e w a y s i n t h e n e a r t e r m a n d i s c o s t - e f f e c t i v e . G e o r g e M a z u r r e p l i e d t h a t t a k i n g t r u c k s o f f o f t h e f r e e w a y s d u r i n g p e a k h o u r s w i l l f r e e u p f r e e w a y c a p a c i t y ; h o w e v e r , t r u c k s w i l l m o v e t h e c o n g e s t i o n t o t h e a r t e r i a l s y s t e m . A d d i t i o n a l l y , h e s t a t e d t h a t m o s t b u s i n e s s e s e x p r e s s e d c o n c e r n f o r t h e t r u c k s d e l i v e r i n g a t n i g h t d u e t o b u s i n e s s - r e l a t e d h i n d r a n c e s . C o m m i s s i o n e r A d a m s e x p r e s s e d i t i s i m p o r t a n t t o o b t a i n v o l u n t a r y c o m p l i a n c e t o g e t t h e t r u c k s o f f t h e r o a d s d u r i n g d a y t i m e h o u r s a n d a l s o c r e a t e a m u l t i - c o u n t y g o o d s m o v e m e n t t a s k f o r c e w i t h t h e l o c a l c o u n t i e s t o a d d r e s s p o t e n t i a l i s s u e s o n t h e a r t e r i a l s y s t e m . M / S / C ( W e s t / A d a m s ) t o : 1 ) R e c e i v e a n d f i l e a p r e s e n t a t i o n o n G o o d s M o v e m e n t / T r u c k O p e r a t i o n s S h i f t A n a l y s i s p r e p a r e d b y C a m b r i d g e S y s t e m a t i c s , I n c . ; a n d 2 ) F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c t i o n . Transit Policy Committee Minutes November 15, 2007 Page 4 8. ADJOURNMENT There being no further business for consideration by the Transit Policy Committee, the meeting was adjourned at 10:51 a.m. The next meeting is scheduled to be held at 10:00 a.m. on Thursday, January 17, 2008, in Conference Room A, Riverside County Transportation Commission,. 4080 Lemon Street, 3rd Floor, Riverside, California, 92501 and the teleconference site at Riverside County 4th District Office, 73-710 Fred Waring Drive, Suite 222, Palm Desert, California, 92260. Jennifer Harmon Clerk of the Board • AGENDA ITEM 6 RIVERS/DE COUNTY TRANSPORTATION COMM/SS/ON DATE: February 21, 2008 TO: Transit Policy Committee FROM: Jennifer Harmon, Clerk of the Board THROUGH: John Standiford, Deputy Executive Director SUBJECT: Election of Officers STAFF RECOMMENDATION: This item is for the Transit Policy Committee to conduct an election of officers for 2008 - Chair and Vice Chair. BACKGROUND INFORMATION: The election of officers for the full Commission and its Committees are held on an annual basis. Commissioners Frank West and Roger Berg were elected as the Transit Policy Committee's officers in January 2007. Once the election has been conducted, the new Chair and Vice Chair will immediately assume the positions. Past Chairs of the Transit Policy Committee are as follows: 2007 - Frank West, City of Moreno Valley 2006 - Terry Henderson, City of La Quinta 2005 - Ameal Moore, City of Riverside 2004 - Anneal Moore, City of Riverside Agenda Item 6 1 AGENDA ITEM 7 RIVERSIDE COUNTY TRANSPORTATION COMM/SS/ON DATE: February 21, 2008 TO: Transit Policy Committee FROM: Brian Champion, Program Manager THROUGH: Stephanie Wiggins, Regional Programs Director SUBJECT: Coordinated Public Transit -Human Services Transportation Update Plan STAFF RECOMMENDATION: This item is for the Committee to receive and file a presentation on the Coordinated Public Transit -Human Services Transportation Plan. BACKGROUND INFORMATION: With the passage of the Safe, Accountable, Flexible, Efficient Transportation Equity Act: A Legacy for Users (SAFETEA-LU), the following two new funding sources for transit service are available: 1) Jobs Access Reverse Commute (Section. 5316) program provides funding for the development and maintekgneeof job access projects to transport welfare recipients and eligible low-income individuals to and from work during non -peak hours as well as supply reverse commute options for workers in suburban areas; and 2) New Freedoms (Section 5317) program provides funding for new public transportation services and alternatives for people with disabilities beyond what is required by the Americans with Disabilities Act (ADA). In accordance with the provisions of SAFETEA-LU, recipients under these programs must comply with all federal coordinated planning requirements to be eligible for funds. The reauthorization stipulates that projects selected for funding under these programs must be derived from a locally coordinated, public transit -human services transportation plan (Coordinated Plan). Moreover, the Coordinated Plan must be developed through a process that includes representatives of public, private, and nonprofit transportation and human service providers and participation by the public. Agenda Item 7 2 Indio -Cathedral City -Palm Springs Riverside -San Bemardino a Temecula-Murrieta a Riverside portion of Urbanized Area funding The Coordinated Plan must include the following elements: • An assessment of available services that identifies current transportation providers (public, private, and nonprofit); • An assessment of transportation needs for individuals with disabilities, older adults, and people with low incomes. This assessment can be based on the experiences and perceptions of the planning partners or on more sophisticated data collection efforts; • Strategies, activities, and/or projects to address the identified gaps between current services and needs as well as opportunities to improve efficiencies in service delivery; and • Priorities for implementation based on resources, time, and feasibility for implementing specific strategies and/or activities. Table 1 identifies funding by urbanized area (UZA) for Riverside County. Funding is provided through a combination of federal fiscal year (FFY) 2006 and FFY 2007 allocations. These funds will be used for a two year call for projects for transportation services provided within each UZA.' Table 1 - Program Funding by Urbanized Area New Urbanized Area JARC Freedoms Total $ 344,414 $167,291 $ 511,705 1,090,203 436,193 1,526,396 178,966 117,436 296,402 $1,613,583 $ 720,920 $ 2,334,503 At the November 15, 2007, Transit Policy Committee meeting, Commission staff and a consultant outlined outreach activities and preliminary findings from the Coordinated Plan development process. Since this time, a draft Coordinated Plan has been completed. Presented below is a summary of the Coordinated Plan goals as suggested through the input and guidance of stakeholders — public, private, and nonprofit transportation and human service providers and participation by the public. Coordinated Plan goals are as follows: Funding under the JARC and New Freedoms programs are available for transportation services in the Hemet and Palo Verde areas through a state-wide competitive process conducted by Ca!trans. Agenda Item 7 3 " 1 �% E s t a b l i s h l e a d e r s h i p a n d i n f r a s t r u c t u r e t o p r o m o t e c o o r d i n a t i o n w i t h i n a n d b e t w e e n p u b l i c t r a n s i t a g e n c i e s a n d h u m a n s e r v i c e o r g a n i z a t i o n s ; 2 ) B u i l d c a p a c i t y t o m e e t t h e d e m a n d f o r s p e c i a l i z e d t r a n s p o r t a t i o n n e e d s o f a g r o w i n g p o p u l a t i o n ; 3 ) P r o m o t e i n f o r m a t i o n p o r t a l s t o e n a b l e m a n y p o i n t s o f a c c e s s t o t r a n s p o r t a t i o n i n f o r m a t i o n r e s p o n s i v e t o v a r y i n g c l i e n t / c o n s u m e r n e e d s ; a n d 4 ) P r o m o t e c o o r d i n a t i o n p o l i c y a t r e g i o n a l , s t a t e , a n d f e d e r a l l e v e l s . T h e s e g o a l s a r e d e s i g n e d t o g u i d e p u b l i c t r a n s i t a n d h u m a n s e r v i c e o r g a n i z a t i o n s i n t h e c r e a t i o n o f a c o o r d i n a t e d f r a m e w o r k t o d e p l o y i n i t i a t i v e s t h a t a d d r e s s t h e t r a n s p o r t a t i o n n e e d s o f s e n i o r s , p e r s o n s w i t h d i s a b i l i t i e s , a n d p e r s o n s o f l o w i n c o m e . T h e s e g o a l s a r e s u p p o r t e d b y 1 9 o b j e c t i v e s t h a t f a c i l i t a t e c o o r d i n a t i o n t h r o u g h o u t R i v e r s i d e C o u n t y a n d 6 3 s t r a t e g i e s t h a t f u r t h e r d e f i n e c o o r d i n a t i o n o b j e c t i v e s i n A t t a c h m e n t 1 . T h e n e x t s t e p s i n t h e C o o r d i n a t i o n P l a n p r o c e s s a r e : " R e v i e w a n d c o m m e n t p e r i o d - M a r c h 2 0 0 8 ; " R e v i e w a n d a p p r o v a l b y t h e B o a r d o f . C o m m i s s i o n e r s - A p r i l 2 0 0 8 ; " C a l l f o r p r o j e c t s - A p r i l / M a y 2 0 0 8 ; " P r o p o s a l e v a l u a t i o n - M a y / J u n e 2 0 0 8 ; a n d " P r o j e c t a p p r o v a l - J u n e / J u l y 2 0 0 8 . A t t a c h m e n t : C o o r d i n a t e d P l a n G o a l s , O b j e c t i v e s , a n d S t r a t e g i e s A g e n d a I t e m 7 4 " A t t a c h m e n t 1 - C o o r d i n a t e d P l a n G o a l s , O b j e c t i v e s , a n d S t r a t e g i e s 1 . 1 E s t a b l i s h a R e g i o n a l M o b i l i t y M a n a g e r c a p a b i l i t y t o p r o v i d e l e a d e r s h i p o n c o o r d i n a t i o n a r o u n d s p e c i a l i z e d t r a n s p o r t a t i o n n e e d s i n R i v e r s i d e C o u n t y 1 . 1 . 1 I d e n t i f y l e a d ' a g e n c y f o r t h e R e g i o n a l M o b i l i t y M a n a g e r . 1 . 1 . 2 D e f i n e r o l e s a n d r e s p o n s i b i l i t i e s o f t h e R e g i o n a l M o b i l i t y M a n a g e r . 1 . 1 . 3 E s t a b l i s h a s t r a t e g i c o v e r s i g h t c o m m i t t e e , i n v i t i n g h i g h e s t l e v e l m e m b e r s h i p t h a t i n c l u d e s b u t i s n o t l i m i t e d t o : t h e p u b l i c t r a n s i t o p e r a t o r s , C o u n t y D e p t . o f P u b l i c S o c i a l S e r v i c e s , A g i n g , P u b l i c H e a l t h , B e h a v i o r a l H e a l t h , S t a t e D e p t , o f R e h a b i l i t a t i o n , I n l a n d R e g i o n a l C e n t e r a n d s e l e c t e d C o u n t y a n d m u n i c i p a l l e a d e r s h i p . E s t a b l i s h a q u a r t e r l y m e e t i n g s c h e d u l e t o o v e r s e e i m p l e m e n t a t i o n , m o n i t o r i n g a n d p r o m o t i n g c o o r d i n a t i o n a c t i v i t y . 1 . 1 . 4 P r o g r a m m e c h a n i s m s t o p r o m o t e c o o r d i n a t i o n , i n c l u d i n g s u b a r e a c o o r d i n a t i o n w o r k i n g g r o u p s , a n n u a l r e s o u r c e i n v e n t o r y u p d a t i n g , r e g u l a r l y s c h e d u l e d w o r k s h o p s w i t h e x p a n d e d t r a i n i n g o p p o r t u n i t i e s , a n d p r o j e c t s t o b e i m p l e m e n t e d b y p a r t n e r a g e n c i e s . 1 . 1 . 5 C o n t i n u e e x p a n d i n g p a r t i c i p a t i n g s t a k e h o l d e r s / p l a n n i n g p a r t n e r s a n d e s t a b l i s h o n g o i n g m e c h a n i s m s f o r c o m m u n i c a t i o n v i a e m a i l , s u r f a c e m a i l a n d o t h e r s t r a t e g i e s , u t i l i z i n g t h e s e a s o n e m e t h o d o f u p d a t i n g t h e i n v e n t o r y . 1 . 1 . 6 P r o m o t e v i s i b i l i t y f o r t h e R e g i o n a l M o b i l i t y M a n a g e r r o l e t h r o u g h e - n e w s l e t t e r s a n d o t h e r t o o l s , p r o m o t i n g u n d e r s t a n d i n g o f t h i s a s a p o r t a l o f a c c e s s i n t o c o o r d i n a t e d s p e c i a l i z e d t r a n s p o r t a t i o n s o l u t i o n s f o r t h e t a r g e t p o p u l a t i o n s a c r o s s R i v e r s i d e C o u n t y . 1 . 2 E s t a b l i s h t h e R e g i o n a l M o b i l i t y M a n a g e r ' s r o l e i n d e v e l o p i n g , " g r o w i n g " a n d s t r e n g t h e n i n g p r o j e c t s r e s p o n s i v e t o c o o r d i n a t i o n g o a l s a n d o b j e c t i v e s . 1 . 2 . 1 W o r k a t t h e a g e n c y a n d p r o j e c t l e v e l s t o p r o m o t e a n d i d e n t i f y p o t e n t i a l c o o r d i n a t i o n p r o j e c t s , w o r k i n g w i t h p a r t i c i p a n t s a n d g r a n t a p p l i c a n t s t o d e s i g n e f f e c t i v e , p r o j e c t s . 1 . 2 . . 2 E s t a b l i s h a t e c h n i c a l a s s i s t a n c e c a p a b i l i t y f o r t h e R e g i o n a l M o b i l i t y M a n a g e r t o c o n s i s t e n t l y p r o v i d e t e c h n i c a l ` s u p p o r t t o h u m a n s e r v i c e a g e n c y t r a n s p o r t a t i o n p r o g r a m s r e l a t e d t o s e r v i c e e f f i c i e n c y , e f f e c t i v e n e s s a n d s a f e t y . 5 1.3 Promote sub -regional mobility managers in Western Riverside, Coachella Valley and Palo Verde Valley through the Call for Projects and through outreach by Regional Mobility Manager. 1.3.1 Identify, promote and develop sub -regional mobility managers for geographic areas, within and between service systems to promote coordination. 1.3.2 Establish formalized relationships between the Regional Mobility Manager and sub -regional mobility managers to ensure collaboration. 1.3.3 Identify specific action areas and activities by which the Regional Mobility Manager and the sub -regional mobility manager(s) will work together to promote the Coordination Plan vision and goals, 1.4 Promote human services agencv-level mobility managers through the Call for Projects and through outreach by Regional Mobility Manager. 1.4.1 Identify, promote and develop agency -level mobility managers within service systems to promote coordination. 1.4.2 Develop and promote joint training opportunities bringing together human service and public transit personnel, including drivers, maintenance, information specialists and including ail levels of mobility managers. 1.5 Develop visibility around specialized transportation issues and needs, encouraging high level political and agency leadership. 1.5.1 Conduct an annual summit of highest leadership levels among stakeholder partners to promote coordination successes, collaborative activities and to address outstanding policy issues in specialized transportation. 1.5.2 Develop the inventory database into an agency -level "partnership" tool, encouraging participation at all levels, using web -based and paper tools.. 1.6 Establish RCTC's Call for Projects to be sufficiently flexible for applicants to design and implement projects responsive to identified needs. 1.6.1 Utilize the Section 5310 technical assistance approach of providing. adequate technical assistance to prospective applicants to help improve proposal quality and ensure compliance. with Federal grantee requirements. 1.6.2 Ensure applicant agencies establish measurable goals or service standards and evaluate performance against these goals and standards. 1.6.3 Require successful applicants to collect and provide ongoing data on coordination projects implemented and assess projects against agency goals. 1.6.4 Require that project applicants identify specific coordination strategies between or within public transit and human services systems to promote the Plan's goals and objectives. 6 " 2 . 1 P r o m o t e t h e Q U A N T I T Y o f p u b l i c t r a n s i t , p a r a t r a n s i t a n d s p e c i a l i z e d t r a n s p o r t a t i o n p r o v i d e d I n e a c h o f t h e t h r e e a p p o r t i o n m e n t a r e a s , " 2 , 1 . 1 R e v i e w p a s s p o l i c i e s a n d p a s s d i s t r i b u t i o n t o g e t m o r e t r i p s t o l o w i n c o m e p e r s o n s a n d P u b l i c S o c i a l S e r v i c e s ' c o n s u m e r s ; i n c l u d e i n t h e r e v i e w s u c h a f f e c t e d s t a k e h o l d e r p a r t n e r s a s T h e V o l u n t e e r C e n t e r , t h e p u b l i c o p e r a t o r s a n d t h e D e p t . o f P u b l i c S o c i a l S e r v i c e s . 2 . 1 . 2 P r o m o t e p u b l i c t r a n s i t p o l i c i e s t o e x p a n d a v a i l a b i l i t y o f t r a n s p o r t a t i o n o p t i o n s i n t o l a t e n i g h t , e a r l i e r i n t h e m o r n i n g s , o n S a t u r d a y s a n d o n S u n d a y s , t h r o u g h p i l o t e d I m m e d i a t e N e e d s p r o g r a m s . 2 . 1 . 3 S t r e n g t h e n t h e s e r v i c e p r o v i s i o n c a p a b i l i t i e s o f s m a l l o p e r a t o r s , t h r o u g h t h e C a l l f o r P r o j e c t s b y p r o m o t i n g t e c h n o l o g y s o l u t i o n s , I n c l u d i n g b r o k e r e d s p e c i a l i z e d t r a n s p o r t a t i o n , c r e a t i n g t o o l s t h a t e n a b l e a g e n c i e s t o p o o l r e s o u r c e s o r u t i l i z e c e n t r a l i z e d a n d i n c r e a s e q u a n t i t y o f t r i p s a v a i l a b l e t h r o u g h i n c r e a s e d e f f i c i e n c y . 2 . 1 . 4 I d e n t i f y a n d e n c o u r a g e p r i v a t e s e c t o r r e s p o n s e s t o a d d r e s s s p e c i a l i z e d t r a n s p o r t a t i o n n e e d s , i n c l u d i n g t a x i , j i t n e y a n d c o m m e r c i a l o p e r a t o r o p t i o n s . 2 . 2 P r o m o t e t h e Q U A L I T Y o f p u b l i c t r a n s i t , p a r a t r a n s i t a n d s p e c i a l i z e d t r a n s p o r t a t i o n t h r o u g h s t r a t e g i e s t o I m p r o v e s e r v i c e s w i t h a t t e n t i o n t o m e e t i n g I n d i v i d u a l i z e d n e e d s . 2 . 2 . 1 P r o m o t e t r a n s i t f a r e r e c i p r o c i t y d i s c u s s i o n s b e t w e e n a n d a m o n g R i v e r s i d e C o u n t y ' s p u b l i c t r a n s i t o p e r a t o r s a n d i d e n t i f y s t r a t e g i e s t o i m p r o v e t h e s e a m l e s s n e s s o f t h e r i d e b e t w e e n t r a n s i t p r o v i d e r s . 2 . 2 . 2 P r o m o t e s u c c e s s f u l t e c h n o l o g y a p p l i c a t i o n s t o i m p r o v e o n - t i m e p e r f o r m a n c e f o r b o t h p u b l i c p a r a t r a n � k t p r o v i d e r s a n d h u m a n s e r v i c e s t r a n s p o r t a t i o n p r o v i d e r s , a l s o a d d r e s s i n g c u s t o m e r c o m m u n i c a t i o n , t r i p s c h e d u l i n g a n d s a m e - d a y r e s e r v a t i o n c a p a b i l i t i e s o f p a r a t r a n s i t . 2 . 2 . 3 E s t a b l i s h d r i v e r t r a i n i n g p r o g r a m s , t o o l s , m o d u l e s o r r e s o u r c e s t h a t e m p h a s i z e e f f e c t i v e l y m e e t i n g i n d i v i d u a l i z e d n e e d s o f t h e t a r g e t p o p u l a t i o n s . 2 . 2 . 4 P r o m o t e c o o r d i n a t i o n w i t h r a i l a n d a v i a t i o n m o d e s o f t r a n s p o r t , w i t h a t t e n t i o n t o s p e c i a l i z e d t r a n s p o r t a t i o n n e e d s a n d i s s u e s . 2 . 2 . 5 P r o m o t e c o o r d i n a t e d s y s t e m s s o l u t i o n s t o s p e c i a l n e e d s g r o u p s ; e . g . D i a l y s i s p a t i e n t s , g r a n d p a r e n t s r a i s i n g _ g r a n d c h i l d r e n , i n c a r c e r a t e d h o m e l e s s . . 2 . 2 . 6 P r o m o t e s p e c i a l i z e d t r a n s p o r t a t i o n a p p l i c a t i o n s t o a d d r e s s d o o r - - t o - d o o r , d o o r - t h r o u g h - d o o r a n d e s c o r t e d t r a n s p o r t a t i o n n e e d s . 7 2.3 Develop strategies for improving transportation solutions between county subareas and between counties. 2.3.1 Promote pilot solutions to address the following corridors/ areas: - Blythe to Indio and return - Blythe to Riverside and return - outside of Palo Verde Valley Transits existing service area - to rural areas in the southeastern Coachella Valley, including Mecca, Salton City, Thermal and Indian Hills; to the northeast including Windy Point and Sky Valley, and to Idyliwild. - between Banning and Beaumont, east to Cabazon, Morongo Casino and Palm Springs; west to Riverside Regional Medical Center. - in Western Riverside county unserved pockets that may include Homeland, beyond the Corona and Norco city limits, areas adjacent to Quail Valley, Perris and Lake Elsinore, and Anza and the Ortega Highway. - between various parts of Riverside County and regional medical facilities in San Bernardino County. 2.3.2 Collect data to document needs and identify potential strategies to address mobility needs of hidden populations, including agricultural workers. 2.3.3. Promote use of volunteers through Call for Projects opportunities that extend innovative solutions to specialized transportation connectivity needs. 2.4 Support transportation services provided by human services agencies. 2.4.1 Strengthen the service provision capabilities of small operators, through the Call for Projects by promoting coordination around support functions such as centralized maintenance, joint vehicle procurement, parts or supplies procurement or purchase of insurance, collaborative vehicle washing and joint fueling. 2.4.2 Promote maintenance -related projects including vehicle maintenance programs for human services agencies and small operators, 2.4.3 Identify and distribute liability insurance options for human service organizations, including general liability for vehicle operations and for volunteer - based programs. " 2 . 4 S u p p o r t t r a n s p o r t a t i o n s e r v i c e s p r o v i d e d b y h u m a n s e r v i c e s a g e n c i e s , c o n t ' d . 2 . 4 . 4 F o r t r a n s i t s u p p o r t f u n c t i o n s ( e . g . m a i n t e n a n c e , r i d e r i n f o r m a t i o n , t r a v e l t r a i n i n g ) d e v e l o p , e n c o u r a g e a n d p r o m o t e c o o p e r a t i v e r e l a t i o n s h i p s b e t w e e n p u b l i c t r a n s i t p r o v i d e r s a n d h u m a n s e r v i c e s o r g a n i z a t i o n s t h r o u g h w o r k s h o p s e t t i n g s , s p e c i a l p r o j e c t s a n d a n y o t h e r m e a n s d e v i s e d . 2 . 4 . 5 E s t a b l i s h b a s i c r e p o r t i n g t o o l s , i n c l u d i n g d r i v e r l o g s , d i s p a t c h l o g s a n d s t a n d a r d i z e d d e f i n i t i o n s o f t e r m s t h a t c a n b e e a s i l y a d o p t e d b y h u m a n s e r v i c e s a g e n c i e s t o r e p o r t o n t r a n s p o r t a t i o n p r o v i d e d a n d m o n i t o r t r e n d s , 2 . 4 . 6 E n c o u r a g e t h e u s e o f b a s i c r e p o r t i n g t o o l s b y h u m a n s e r v i c e s a g e n c i e s t h r o u g h a l l p o s s i b l e m e a n s , i n c l u d i n g t h e C a l l f o r P r o j e c t s a n d l i a i s o n w i t h o t h e r h u m a n s e r v i c e s f u n d i n g s o u r c e s ( e . g . I n l a n d C o u n t i e s R e g i o n a l C e n t e r , D e p t . o f P u b l i c S o c i a l S e r v i c e s , H e a d s t a r t , D e p t . o f B e h a v i o r a l H e a l t h , P u b l i c H e a l t h a n d o t h e r s ) . 2 . 5 P r o m o t e c a p i t a l i m p r o v e m e n t s t o s u p p o r t s a f e , c o m f o r t a b l e , e f f i c i e n t r i d e s f o r t h e t a r g e t p o p u l a t i o n s . 2 . 5 . 1 P r o m o t e t h e b r o a d e s t r a n g e o f c a p i t a l p r o j e c t s t o i m p r o v e t h e u s e r s ' r i d i n g e x p e r i e n c e , i n c l u d i n g s u p p o r t f o r b u s s h e l t e r s , b e n c h e s , l i g h t i n g a t s t o p s , I n f o r m a t i o n t e c h n o l o g y a t s t o p s a n d o n v e h i c l e s a n d s a f e b o a r d i n g s t r a t e g i e s . . 2 . 5 . 2 P r o m o t e c a p i t a l e x p e n s e f o r v e h i c l e s , v e h i c l e m a i n t e n a n c e , v e h i c l e l o a n e r a n d v e h i c l e b a c k - u p p r o j e c t s t h a t e n s u r e s a f e a n d a c c e s s i b l e s e r v i c e s t o t h e t a r g e t p o p u l a t i o n s . 2 . 6 M e a s u r e t h e q u a n t i t i e s o f t r i p s p r o v i d e d i n R i v e r s i d e C o u n t y , t h r o u g h n e w a n d e x i s t i n g p r o c e d u r e s . 2 . 6 . 1 . P r o m o t e f u l l p a r t i c i p a t i o n i n t h e a n n u a l i n v e n t o r y p r o c e s s a n d d e v e l o p o t h e r m e a n s o f a c h i e v i n g m o r e c o m p r e h e n s i v e a n d m o r e a c c u r a t e c o u n t s o f p u b l i c l y - s u p p o r t e d s p e c i a l i z e d t r a n s p o r t a t i o n p r o g r a m s . 2 . 6 . 2 R e q u i r e c o m p l e t e d i n v e n t o r y f o r m s b y a l l a p p l i c a n t s t o t h e C a l l f o r P r o j e c t s i n o r d e r t o i n c l u d e t h e m i n t h e s p e c i a l i z e d t r a n s p o r t a t i o n d a t a b a s e . 2 . 6 . 3 R e q u i r e s u c c e s s f u l C a l l f o r P r o j e c t s ' a p p l i c a n t s t o r e p o r t o n a c t u a l t r i p s / s e r v i c e s p r o v i d e d a g a i n s t s e r v i c e g o a l s t h e y m a y h a v e e s t a b l i s h e d . 2 . 6 . 4 E s t a b l i s h o t h e r m e c h a n i s m s t o i m p r o v e . t h e a c c u r a c y o f c o u n t i n g t r i p s p r o v i d e d b y h u m a n s e r v i c e s o r g a n i z a t i o n s t o t h e t a r g e t p o p u l a t i o n s . 9 3.1 Integrate and promote existing Information strategies, including 211/ 511, web -based tools and paper products to get transit and specialized transportation information to consumers. 3.1.1 Integrate the multiplicity of transportation information resources available, with attention to 211/ 511=opportunities in relation to the information needs of the target populations and their caseworkers, working through existing, regionally -oriented information systems. 3.1.2 Test information applications through regional, systems -level and agency level pilot projects to promote existing transit for the target populations. 3.2 Develop information portal tools for wide distribution. 3.2.1. Create information tools oriented to direct human service agency staff, aiding them in accessing specialized transportation services on behalf of their consumers. 3.2.2 Improve methods of information distribution by working through existing RCTC and transit operators' consumer advisory groups as well as human services agency advisory bodies. 3.2.3 Ensure that the Regional Mobility Manager's information tools are maintained and kept current with service changes, establishing standardized mechanisms by which public operators and Measure A providers advise the Mobility Manager(s) of anticipated' service changes. 3.2.4 Invite through the Calls for Projects strategies that establish, promote, enhance and extend transit and specialized transit information portals. 3.3 Promote information opportunities for human services staff and direct service workers and expand travel training options for consumers. 3.3.1 Develop and promote transit introduction modules and materials, to provide periodic training to agency level staff on transportation options across Riverside County, addressing also connections to neighboring counties. 3.3.2 Hold periodic transit workshops, distributed geographically across the county and to keep human services personnel current with available transportation resources and information tools. 3.3.3 invite through the Call for Projects expanded travel training and mobility training projects geared to any consumer subgroup among the target populations to promote transit and build consumers' skills in transit use. 10 " 3 . 4 R e p o r t o n p r o j e c t s u c c e s s e s a n d i m p a c t s a t d i r e c t s e r v i c e l e v e l s , a t s u b r e g i o n a l l e v e l a n d a t c o u n t y w i d e l e v e l s ; p u r s u e o p p o r t u n i t i e s t o p r o m o t e p r o j e c t s u c c e s s e s a t s t a t e a n d f e d e r a l l e v e l s 4 . 1 W o r k t o e s t a b l i s h n o n - e m e r g e n c y m e d i c a l t r a n s p o r t a t i o n p o l i c i e s a n d m o r e c o s t - e f f e c t i v e l y m e e t m e d i c a l l y - r e l a t e d t r i p n e e d s . 3 . 4 . 1 D o c u m e n t p e r f o r m a n c e o n a r a n g e o f m e a s u r e s t h a t i n c l u d e c o s t - e f f e c t i v e n e s s , r e s p o n s i v e n e s s t o c o n s u m e r n e e d s , c o n s u m e r s a t i s f a c t i o n l e v e l s a n d r e s p o n s i v e n e s s t o a g e n c y r e q u i r e m e n t s . 3 . 4 . 2 I d e n t i f y s u c c e s s e s , a s w e l l a s p o o r p e r f o r m a n c e , a n d r e p o r t o n s p e c i a l i z e d t r a n s p o r t a t i o n p r o j e c t s a n d s o l u t i o n s t h a t a r e e f f e c t i v e . 3 . 4 . 3 M o n i t o r a n d r e p o r t o n i m p l e m e n t a t i o n o v e r t h e " p r o j e c t l i f e " o f i n d i v i d u a l p r o j e c t s , p r o v i d i n g t e c h n i c a l a s s i s t a n c e a s a p p r o p r i a t e . 4 . 1 . 1 P a r t i c i p a t e i n a c t i v i t i e s t h a t p r o m o t e N E M T p o l i c y c h a n g e s t o C a l i f o r n i a ' s M e d i C a l r e i m b u r s e m e n t t o s u p p o r t n e e d - b a s e d a n d n o t s i m p l y f u n c t i o n a l i t y - b a s e d t e s t s , i n c l u d i n g i n v i t i n g i n p u b l i c t r a n s i t p r o v i d e r s a s M e d i C a l p r o v i d e r s . 4 . 2 E s t a b l i s h a U n i v e r s a l C a l l f o r P r o j e c t s p r o c e s s s u f f i c i e n t l y f l e x i b l e f o r a p p l i c a n t s t o c o n s t r u c t a n d i m p l e m e n t p r o j e c t s r e s p o n s i v e t o i d e n t i f i e d n e e d s i n a b r o a d r a n g e o f w a y s . 4 . 2 . 1 E n s u r e t h a t t h e C a l l f o r P r o j e c t d e s i g n h a s s u f f i c i e n t l y f l e x i b i l i t y t o i n c o r p o r a t e a l l a v a i l a b l e f u n d i n g s o u r c e s a n d t o e n c o u r a g e p r o j e c t s i n n o v a t i v e l y r e s p o n d i n g t o n e e d s i n t h e b r o a d e s t p o s s i b l e w a y s . 4 . 2 . 2 P r o m o t e t e c h n i c a l a s s i s t a n c e , b u i l d i n g u p o n t h e S e c t i o n 5 3 1 0 a p p r o a c h o f p r o v i d i n g s i g n i f i c a n t e t h n i c a l a s s i s t a n c e t o p r o s p e c t i v e a p p l i c a n t s , d u r i n g t h e b u i l d u p t o t h e C a l l f o r P r o j e c t s a n d a f t e r i t s a n n o u n c e m e n t t o i m p r o v e t h e q u a l i t y o f t h e p r o j e c t p r o p o s a l s a n d t o e n s u r e F e d e r a l c o m p l i a n c e . 4 . 3 E s t a b l i s h p r o c e s s e s b y w h i c h i m p l e m e n t e d p r o j e c t s a r e e v a l u a t e d w i t h s u c c e s s e s a n d f a i l u r e s r e p o r t e d . 4 . 3 . 1 E n s u r e t h a t m e a s u r a b l e g o a l s a r e e s t a b l i s h e d f o r a l l p r o j e c t s , p o t e n t i a l l y i n v i t i n g a p p l i c a n t s t o s e t f o r t h t h e m e a s u r a b l e g o a l s a g a i n s t w h i c h t h e y w i s h t h e i r p r o j e c t s t o b e a s s e s s e d . 4 . 3 . 2 C o l l e c t o n g o i n g d a t a o n c o o r d i n a t i o n p r o j e c t s i m p l e m e n t e d , a s s e s s i n g p r o j e c t s a g a i n s t g o a l s w i d t h a g e n c i e s t h e m s e l v e s m a y e s t a b l i s h . 4 . 3 . 2 I d e n t i f y a n d r e p o r t o n s u c c e s s , a s w e l l a s p o o r p e r f o r m a n c e f o r p r o j e c t s a n d s o l u t i o n s a g a i n s t s u c h m e a s u r e s a s c o s t - e f f e c t i v e n e s s , r e s p o n s i v e n e s s t o c o n s u m e r n e e d s , c o n s u m e r s a t i s f a c t i o n l e v e l s a n d r e s p o n s i v e n e s s t o a g e n c y p e r s o n n e l r e q u i r e m e n t s . " " A G E N D A I T E M 8 AGENDA ITEM 8 ADDITIONAL INFORMATION RIVERSIDE COUNTY TRANSPORTATION COMMISSION Fare Box Recovery Effective Date: Page 1 of 8 Pages Approved by Commission Action: TBD INTRODUCTION To be eligible for Transportation Development Act (TDA) funds, transit operators (public bus and commuter rail) must maintain a ratio of fare revenues to operating costs of at least 10% for non -urbanized areas and 20% for urbanized areas (PUC Section 99268.2). Intermediate (blended) Fare Ratio Minimum fare revenues to operating costs for operators serving both urbanized and non -urbanized areas can fall between the 10% and 20% requirement. The Commission, under PUC Section 99268.3 and 99268.4, is responsible for calculating the intermediate ratio. The methodology used to calculate the minimum ratio required consists of the following: R=.1 Cn+.2Cu Cn+Cu R = Required ratio Cn = Non -Exempt Costs of services in non -urbanized areas Cu = Non -Exempt Costs of services in urbanized areas The intermediate (blended) farebox calculation methodology is developed by the Commission and submitted to Caltrans for review by April 1 preceding the fiscal year for which the calculation takes effect. Caltrans must approve or reject the proposed methodology within 60 days after receiving it (PUC 6645). The Commission reviews and adopts the blended farebox ratios prepared by the operators by June 30. Once approved by the Commission, the fare ratio cannot be changed for the year. Attachment 1 details the Rules and Regulations for determining the intermediate farebox calculation. Revenues to Calculate Farebox Ratios Fare revenues consist of all revenues which can be classified as passenger fare revenues for transit services, special transit fares, and school bus service revenues. Such fare revenues may include revenues earned under contractual arrangements with public or private entities as well as cash donations made in lieu of a prescribed fare (PUC 661 1.2). Operators may supplement fare revenues with local funds and support (PUC 6633.2(g) and 6634(a)(2)). Local funds are revenues derived from taxes imposed by the operator or by the County Transportation Commission (PUC 99268.19). Local support includes all revenues which can be classified as auxiliary transportation revenues, taxes levied directly by the transit system, local cash grants and reimbursements for general operating assistance, local special fare assistance, and subsidies from other sectors of operations (PUC 6611.3). Essentially, local support funds include all other revenues received to support the operations of a transit system and may include, but are not limited to, interest earnings, gains on the sale of capital assets, lease revenues generated by transit -owned property, alternative fueling services, advertising revenues, donations other than cash donations made in lieu of a prescribed fare, and Measure "A" specialized transit operating grants. r.n 7a, Operating�,Co• s�to..Calc uiate�farebox�Ratios '•eratin Q cost r#rri orris =alllr GO' • ob1'oct cla sesboxclusWodof, the post arnor'tizatiepoexpense r`ob ect class tpay'ccounEts and rocorVd}s'adopteq(�dbr/y; 5r 4eNi t?"43£r#S Sec��tion 9�9,2 nd ie usw,ex of all y seer##�v�reesJ���(' operate y y X+w 74-4 'h S0 E 4i % 1 Auld TN Iv- "5Y"'F .R q (kj 3aLF kl " i'i' ^''� "il'� } Vr R 3 3 sommerce�� ormission and�af?aIIE directatcosts Services#ndexclusiveo'f all vehicles leasejcosts` Capital :;RelatedPExpensesBelow. i ense aadal 'ation_Tl reshal�ds " 1.�,� z . t capl aIization i 'resho , Arm7 ense okra! rs orate lag costTl�e,�tT ro a 'Ottalirg Offi. expensesmtrarn c�hya�rtorx`s 2 *vat^F -w �1 ,` +2n ","' ". ' �.,�" 0 � x ;177g- x costs £ to r calculatefpreboxharecovery{ ahoy* F r14o eratl,ng r u tE ,excluded from ,they ftar�eboxirecovery ratio the�exclusl�ns o- � �+. k"' 'Ewer rhb, "''" s d'S,r a'�` ��'�Y' s �'�<Bs�'11 4r 1 s^rthtihedeflnitlor;Qfloperat ngcoston,tained IlP�fC 111. ,d n exemptlons under PU""`" 81 [r e reaeral�iransl cortsu"mable " items s! PsOn �" i R, : lejo mo d. acqulsrtlonlico lestablish'ee(r y" capta Aelminlsfratio Y4q� � y!liha lusefu esser4:o ranslt opera'"`# :x slmeet this de�finit.1 Operating Cost Exclusions and Exemptions AB813-Salinas - PUC 99268.17 nfeWaperatln ess (than ki,, :axas� oYt thTe,90,4 to i s #lort level al4rela,rtacj ense £xpe;ab low ope'rafiir gr etis Section I - Americans with Disabilities (ADA) Act paratransit complementary service Operating cost exclusions for paratransit operations are as follows: Operating costs greater than the previous year's cost, as adjusted by the Consumer Price Index (CPI), to provide complementary ADA service may be excluded for the fare box recovery ratio. This revised ADA cost exclusion does not expire as the law provides for an extension of this specific provision without any further sunset date. Section II - Consumer Price Index For purposes of determining the CPI and to ensure consistency among the Riverside County transit operators, the CPI shall be the "U.S. Department of Labor, Bureau of Labor Statistics for Los Angeles -Riverside -Orange County CA CPI for urban wage earners and clerical workers. RCTC will determine the CPI based on the most recently completed 12 months ended 6/30 over the prior 12 months ended 6/30. Example: For FY 2007/08, CPI was determined based on FY 2006 (June) over FY 2005 (June). Sec`tlon 111 'E tx ensl�©n c f'Sg rv:rem clefiahr613 ortation rkrvlAtziomee�s 100 tareaSO ite >: se�Ip( e�greate � V 9 .�. e i1selvice . SVe 11,1010a no wItype, 3 i `b1.4E„. servieeLg54 teflne "rti' &'i7 'k "j ,i$n , i r °ri`7k 3--,r tar army+ i""'tF"wE� "'_`'.' '%� ""' s ,'tih"s�ki Examples OV-6,n�exten$ onLLof�s'eivIT e include: �'d"�'>�° {�:r"R'"q"r.Ty';x'i r&"'rr kY'r'r;�;E$1�c.ih'��'$i�"B 1+.^^y;";Y�srw�,�!""a:'�'r� ionwaf�tgeographraligre�as°ror�euenue rnd §7 " Ckiij, ,y F' `.y" «a��,i + � ��aC Example RoutetA; c�r�ently tcauel�sx10re�enenles}Route _ �_ _ _ FS µ; k .. k ,e ..tr.r, 9., , erasion can.€be exerir rani area psrecoyemratte ouernent on,s .r,feeffe, sGNICE 1'ed�fronitp, 3 r kR,aute khe$ifarebex *ri'" g �� ^,�"Ja '^'� J'- 'p ayC(s to existing jroute The 4n w platsei l;from he,,fare-box recovery;cra,illg, er 7 p._,a�1'AnG'y5�`-s` .r1tly�opaEte® s n�„„=weekdays„Rout�e'n'33C�adfs �w`.b•rk}a ry t �ii0k a seryicefgp Ro Fte ;'C' ca' i e ekernptif �kw.. ..J„„§....,+:. a ,o.a.a...., e faFe,btoxaecoueryratiei`' plem ntationo`� entire)€y new route eLareiboxi ecou `ry ratio Exam e seryi M," 4 ra,�tio�: oUte • 3 �, � a tysaerv�ce�s�uc" .� �;,=R� eexempatMfrolrrthe fare *,bax-recoy exem Exam g:"r Tr' - errice Olio! axi; d e, :10Y1 e exe fit? e�krsare�, 1191113. `rn Fences cooreueoyery, ntire�n,ewt�ysFec rq'"K""{p "" " x $ 'fi't t'€71 �Route�EcommuterexpressaFsernce corn�mences "Qute � ;scan,�,be gXempt from the„;fared boX�,re o ery �'1� � � 4i} r ,�r,�fi'�,^r ��x+ »n �.F t aes t>;,3 S�ecfion IU,Exlusions4andExernptionrs C)efnitio ���'' Or exem the; -, EYOM sexy 'grrk7,it ��rWA714 exfyreuenues°, a efin"`cliriSectio�n�4ltl°l �n em xeption of service ', �t v k e 9P r`4?�'�biro- fare, ex reyee pprgl n 1y"j 4 'y.5a� oicettptexcludee anvextensiorr4„_ mee"anysP,tfeop ra,tors`xchcirp e o include operatingicosts ofan,extensianlofi 4 wd'➢'.„'F"7..r5, x 17. s,76. extensionk,�o 011rw Nd"dafr,, i seryik Thte�{extens¢io ,years�or�lorge. &x rno 6 3 i�! sen%ic - scab "E*! allowin exem shall,�rnotbe le cal�.Y_ears Ti an exTen�sio�nTOT, k'v�a g + ,y service>�®� un '4.r80 of4 'Yea1113 tiexemphon offw,oyears a'ndrseven°mnonths, h. includes ,an ez'ten�spn of 'i'` K s i "„7,4 d AFT,' ecling tvuo�full fiscal years: I fiscal :0 Exc1usion'�s�an�da exern4ptuiopAtpolicyx wis theme v ! A extension urbanize for', 3roceedin�� 44Velavii... xC-474712TA eral ors c of4, Oice4 Close sew' sew' extenesion 4s��'I�fin°`ed exei!TR do that �tnclu,des The.;Pfinal status;. a E ieirpm:Fr7Td ; 51-5tP. oieelto exer ,excludePorqnon exemptd tine ection Ill�ntthenonub{a�ntze Id)r �fare�bAxr�,calcul�atiern��arrd �ra'm(PIP)� on'�cin� � rinual.�l�ass rix xintermediate���s I�" anceglm,prouernr »r{�p.¢F=¢}jimpler rAh awfio`n years' �e operaltorfha t nl kexxernpt based+onth�� e�empt��('excli ne era: tori i re`gOwe_ 9! �� } �, �(taz3t' 9s owing4ipformaffgrfLoRAY ,ar ekte�`nsiongpf 5e� ice4�nd al> a�.�`0, d >3 a S angeltTransi.k-p an (SR.Ty„, poicel,, confirrnplchonge te„rb, fo owi : `•`: "jeritiO xemotti�,g�kpt (inceudel he exemptiorNpenod na�tiorn exempt(�exclud s{°Ypn%iS' rs."�T�`�y.'�k�F �i'yS4i tt'�:.`T+P fe7nsionof,�seruice 6,x nua i s a .V �II.,M",�. esfgenerated Nt�. erivgithat,famount ran e°ratin ovate c er,,serviices e�,ex�tensioR of service. of ensign of� seruiceand Y5 xxn 1 1111 40 y,3 r ; x Pi • tl �eex(tensionof service 5 9 ? '�'",i3 £i 'T ,F,.4. z � t "a pk"�.,, "'' �" �"'fi'� "�xr q' P S°8`t 1 ' ty.�tr'Ss`�it"a,5l�.,��.�y"u^yt'°„gi i F "x%^°+'4 f .44761%ho"u''Id bekreflected,in' t, fareboxfaalcula la ,y ��3rk�;x:�}.�G §y4� n+ksf' P�}. �Y :4 �'` ^ontroHe�rs =Report3 asi�w�ell as In thetan�nu, l Fiscal19r:A r� { r�� ,�y va ur ng Tthe 0X0Mu p,tOkiperiod Illustration: Fare Box Recovery Calculation Attachment 2 provides an illustrative example of the fare box recovery calculation for XYZ Transit, a transit operator serving Riverside County, based on the aforementioned policies. For illustration purposes, the following assumptions are included in the fare box recovery calculation: 1. Purchased transportation costs were exclusively related to the provision of ADA services; and 2. In fiscal 2002, XYZ Transit implemented an extension of public transportation services. The cost of such services was $200,000 in fiscal 2004. The passenger fare revenues related to this extension of services was $15,000 in fiscal 2004. 6 Attachment 1 RULES AND REGULATIONS FOR DETERMINING REQUIRED FARE REVENUE TO OPERATING COST RATIOS FOR TRANSIT OPERATORS SERVING BOTH URBANIZED AND NON -URBANIZED AREAS OF RIVERSIDE COUNTY I. Based on the latest annually adopted Short Range Transit Plans for Riverside County, the Riverside County Transportation Commission with the cooperation of the transit operator will determine separately the operating cost of those transit services provided in non -urbanized areas and the operating cost of those services in urbanized areas. A) For the purpose of this calculation, the operating cost in the urbanized areas shall include the cost of fixed route lines, groups of fixed route lines, and demand responsive service operating entirely within an urbanized area. The operating cost in the non -urbanized area shall include the cost of fixed route lines, groups of fixed route lines, and demand responsive service operating entirely within a non -urbanized area. B) For fixed route lines operating partly within an urbanized area and partly within a non -urbanized area, the cost shall be apportioned to the urbanized area costs and non -urbanized area costs in proportion to the route miles in the non - urbanized area and the route miles in the urbanized area. C) For general public demand response systems serving both an urbanized area and a non -urbanized area, the cost shall be apportioned to urbanized area costs and non -urbanized area costs in proportion to the population of the urbanized area served and the population of the non -urbanized area served. D) The operator has the option to exempt an extension of service which shall occur during the initial year of service and proceeding two full fiscal years upon satisfying the reporting requirements as defined in Section IV. 7 II. The required ratio of fare revenues to operating cost in compliance with PUC Sections 99268.3 and 99268.4 shall be calculated as follows: R=.1 Cn+.2Cu Cn + Cu R = Required ratio Cn = Non -Exempt Costs of services in non -urbanized areas Cu = Non -Exempt Costs of services in urbanized areas III. Annually, prior to the beginning of the fiscal year, the Riverside County Transportation Commission shall calculate the required revenue to operating cost ratio for each transit operator serving both urbanized and non -urbanized areas and submit this calculation to Caltrans. Caltrans shall approve the required ratio prior to the beginning of the fiscal year and the ratio shall not be subject to change. 8 XYZ Transit Example Statement of Operations For the Years Ended June 30, 2007 and 2006 Attachment 2 Year Ended June 30 2007 2006 Operating revenues: Passenger fares S 100,000 $ 95,000 Advertising revenues 5,000 5,000 Total operating revenues 105,000 100.000 Operating expenses: Salaries, wages and benefits 900,000 810,000 Purchased transportation 500,000 425,000 Services 150,000 145,000 Materials and supplies 400,000 275,000 Casualty and liability 200,000 135,000 Depreciation and amortization 350,000 340,000 Total operating expenses 2,500,000 2,130,000 Operating profit (loss) (2,395,000) (2,030,000) Nonoperating revenues (expenses): Operating grants: Local Transportation Funds 1,774,000 1,434,000 Measure A specialized transit 25,000 25,000 Capital grants: Local Transportation Funds 250,000 225,000 State Transit Assistance 50,000 25,000 Federal 100,000 80,000 Lease revenues 75,000 72,000 Auxiliary revenues 125,000 115.000 Interest revenue 40,000 41,000 Interest expense (110,000) (110,000) Gain on sale of capital assets 6,000 3,000 Total nonoperating revenues (expenses) 2,335,000 1,910.000 Change in net assets $ (60,000) S (120,000) Fare box recovery calculation: Revenues: Passenger fares S 100,000 Local funds/support: Advertising revenues 5,000 Measure A specialized transit 25,000 Lease revenues 75,000 Auxiliary revenues 125,000 Interest revenue 40,000 Gain on sale of capital assets 6,000 Less revenues related to extension of service (15,000) Total fare revenue and local funds/support S 361,000 Expenses: Operating expenses S 2,500,000 Less depreciation and amortization (350,000) Less costs related to extension of service (200,000) Less increase in costs for provision of ADA services (58,000) Calc: 1-500.000+(425,000.1.0 Total expenses 1,892,000 Fare box recovery ratio 19.1 % " R I V E R S / D E C O U N T Y T R A N S P O R T A T I O N C O M M / S S / O N D A T E : F e b r u a r y 2 1 , 2 0 0 8 T O : T r a n s i t P o l i c y C o m m i t t e e F R O M : B r i a n C h a m p i o n , P r o g r a m M a n a g e r T H R O U G H : S t e p h a n i e W i g g i n s , R e g i o n a l P r o g r a m s D i r e c t o r S U B J E C T : P r o p o s e d A u g m e n t a t i o n t o t h e F a r e B o x R e c o v e r y P o l i c y S T A F F R E C O M M E N D A T I O N : T h i s i t e m i s f o r t h e C o m i i i t t e e t o : 1 ) R e v i e w a n d a p p r o v e i n c l u d i n g t h e d e f i n i t i o n o f O p e r a t i n g C o s t s t o C a l c u l a t e F a r e b o x R a t i o s ; 2 ) R e v i e w a n d a p p r o v e i n c l u d i n g t h e d e f i n i t i o n o f C a p i t a l - R e l a t e d E x p e n s e s B e l o w C a p i t a l i z a t i o n T h r e s h o l d s ; 3 ) R e v i e w a n d a p p r o v e i n c l u d i n g t h e d e f i n i t i o n o f O p e r a t i n g C o s t E x c l u s i o n s a n d E x e m p t i o n s ; a n d 4 ) F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c t i o n . B A C K G R O U N D I N F O R M A T I O N : T h e T r a n s p o r t a t i o n D e v e l o p m e n t A c t ( T D A ) o f 1 9 7 1 p r o v i d e s t w o s o u r c e s o f f u n d i n g f o r p u b l i c t r a n s i t o p e r a t o r s ( p u b l i c b u s a n d c o m m u t e r r a i l ) : " = ' L o c a l T r a n s p o r t a t i o r i F u n d ( L T F ) ; w h i c h i s d e r i v e d f r o m a Y 4 c e n t o f t h e g e n e r a l s a l e s t a x c o l l e c t e d s t a t e w i d e ; a n d " S t a t e T r a n s i t A s s i s t a n c e ( S T A ) F u n d , w h i c h i s d e r i v e d f r o m t h e s t a t e w i d e s a l e s t a x o n g a s o l i n e a n d d i e s e l f u e l . T o b e e l i g i b l e f o r f u n d i n g , p u b l i c o p e r a t o r s m u s t m a i n t a i n a r a t i o o f f a r e r e v e n u e s t o o p e r a t i n g c o s t s o f a t l e a s t 1 0 p e r c e n t f o r n o n - u r b a n i z e d a r e a s a n d 2 0 p e r c e n t f o r u r b a n i z e d a r e a s r e f e r r e d t o a s t h e f a r e b o x r e c o v e r y r e q u i r e m e n t s . T h e i n t e n t o f t h i s r e p o r t i s t o a u g m e n t t h e c u r r e n t F a r e B o x R e c o v e r y P o l i c y w i t h t h e a d d i t i o n o f a d e f i n i t i o n o f o p e r a t i n g c o s t s a n d c a p i t a l - r e l a t e d e x p e n s e s a s w e l l a s t o c l a r i f y t h e C o m m i s s i o n ' s p o l i c y o n e x c l u d i n g a n d e x e m p t i n g t h e c o s t o f n e w s e r v i c e f r o m t h e f a r e b o x r e c o v e r y r a t i o . S t a f f i n t e n d s t o p r e s e n t t h e s e p r o p o s e d c h a n g e s t o t h e p o l i c y a t t h e F e b r u a r y 2 1 , 2 0 0 8 T r a n s i t P o l i c y C o m m i t t e e m e e t i n g . A g e n d a I t e m 8 1 2