6/13/2018 1
OPERATIONS & CUSTOMER EXPERIENCE COMMITTEE MEETING
June 13, 2018
OPERATIONS & CUSTOMER EXPERIENCE COMMITTEE MEETING June 13, - - PDF document
6/13/2018 OPERATIONS & CUSTOMER EXPERIENCE COMMITTEE MEETING June 13, 2018 Item(s) for Consent: State Safety Oversight 031418 Operations & Customer Experience Report Meeting Report Jim Golden & Dave Goeres 1 6/13/2018
June 13, 2018
Report to UTA Board of Trustees June 13, 2018 Jim Golden, State Safety Oversight Program Manager
jimgolden@utah.gov 801‐360‐0052
emergency preparedness
Oversight Agency (SSOA)
Streetcar (S Line)
and the Governor
Key SSO Program Activities
Maintenance personnel
System Security Plan & Emergency Preparedness Plan
numerous implications for SSOAs and transit agencies
which means Utah can continue to receive state‐wide transit funding from FTA
UTA light rail airport extension and S‐Line double‐tracking
Streetcar
program
actions
for improvement, none requiring urgent action.
Report to UTA Board of Trustees June 13, 2018 Dave Goeres, PE, CSSD Chief Safety, Security & Technology Off Sheldon Shaw, CSS, TSSP Safety Manager
On November 17, 2017, FTA certifies Utah as the just the 3rd of 30 states for its State Safety Oversight (SSO) Program, providing for the highest level of safety for its rail transit riders and workers. This secured over $77 M in continued FTA Formula Funding.
Certified (OHSAS 18001) in 2013, 2015 and June 2018
recommendation by SSO. Project design underway.
(sand filling operations)
State of Good Repair (SGR) effort
2017)
Amtrak, UP, U of U, FBI and many other agencies.
Presented June 13, 2018
discrimination in the allocation and administration of public transit services
negative impacts on minority and low‐income populations
measure potential impacts
Changed End of Line to better connect to Green Line
changes to 834 eliminated student housing access to transit
be replaced in area
to service five new stops
trips per day
Positive Train Control estimated costs of $1.4 million
associated with the use of Union Pacific rails motived the elimination of all service
Route 33/35/35M; alignment changes on Route 39/41 to maintain “one‐seat ride” and improve connections to TRAX at WV Central.
39/41; concern about connections due to proposed time changes.
Route 33/35/35M will not be implemented. Schedule adjustments to evening service will proceed
adjustments to parallel and connecting service included:
service overall.
replace service at bus stops eliminated during April Change Day
between Ogden and Pleasant View; modifying schedule and frequency on Route 616.
conducted a survey of riders on FrontRunner and Route 616.
more bus service; desire for future long‐term improvements to FrontRunner.
to Routes 39 and 41, there were no impacts on any
service and did not eliminate any service. As such, the high concentration of people classified as low‐ income benefited from this change
service to Pleasant View Station were predominantly non‐minority and not low‐income
minority populations or a disproportionate burden borne by low‐income populations in the proposed changes for August Change Day
UTA Fares: Fare Study Update & Current Pass Program Approval
program
Overview
Timeline:
Fares Study Update
March 2017: Project Initiated September 2017: Existing Conditions Oct – Dec 2017: Initial Options Development & Refinement Jan – Feb 2018: Organizational Proposal, Policy & Process Development March – July 2018: Opportunities & Options
Fares Study Update
March 2017: Project Initiated September 2017: Existing Conditions Oct – Dec 2017: Initial Options Development & Refinement Jan – Feb 2018: Organizational Proposal, Policy & Process Development March – July 2018: Opportunities & Options Easy to use Understandable Customer Desirability Reflects Cost of Service Promotes Ridership Affordable and Accessible Maintains Sustainable Revenue Stream Compliance with Legal Obligations Responsible Return on Investment Positions UTA for the Future
Dedicated Project Staff
Organizational Effectiveness & Strategic Planning
+
Goals
Informed by the Board
Fares Study Update
September 2017:
March 2017: Project Initiated September 2017: Existing Conditions Oct – Dec 2017: Initial Options Development & Refinement Jan – Feb 2018: Organizational Proposal, Policy & Process Development March – July 2018: Opportunities & Options
Fares Study Update
Option Refinement through Modeling & Public Outreach
Agency Name Meeting Date Agency Name Meeting Date UTA Operations Staff 9/20/2017 Utah Transit Riders Union 10/21/2017 UTA Customer Service Staff 9/25/2017 UTA OCA Leadership Team 10/23/2017 State Division of Adult and Aging Services 10/4/2017 Wasatch Front Regional Council staff 10/24/2017 Ogden‐Weber Chamber of Commerce 10/10/2017 DWS ‐ Workforce Development Division 10/26/2017 Utah League of Cities and Towns 10/17/2017 DWS ‐ Workforce Development Division 10/27/2017 Salt Lake City Transportation 10/18/2017 Division of Workforce Services ‐ Refugee Services Office 11/6/2017 Utah County Chamber of Commerce 10/19/2017 Mountainland Association of Governments staff 11/6/2017 March 2017: Project Initiated September 2017: Existing Conditions Oct – Dec 2017: Initial Options Development & Refinement Jan – Feb 2018: Organizational Proposal, Policy & Process Development March – July 2018: Opportunities & Options
Fares Study Update
Organizational Change Recommendation March 2017: Project Initiated September 2017: Existing Conditions Oct – Dec 2017: Initial Options Development & Refinement Jan – Feb 2018: Organizational Proposal, Policy & Process Development March – July 2018: Opportunities & Options Timeline: Opportunities: 1) Consolidated ownership and accountability of fares, fare policies and processes 2) Strategy informed by understanding of customer markets and financial factors 3) Simplification in the fare system
Fares Study Update
March 2017: Project Initiated September 2017: Existing Conditions Oct – Dec 2017: Initial Options Development & Refinement Jan – Feb 2018: Organizational Proposal, Policy & Process Development March – July 2018: Opportunities & Options
programs
Overview: Pass Program
powers and duties:
charges…
contracts, including review of: – (i) how negotiations occurred; – (ii) the rationale for providing a reduced fare; and – (iii) identification and evaluation of cost shifts to offset operational costs incurred and impacted by each contract offering a reduced fare;
Enabling Legislation - 2018
Ends Policy No. 1.2.3 states, “Utah Transit Authority management and staff will administer UTA in a manner that anticipates future growth with appropriate planning and investment. UTA management and staff will periodically adjust services and fare policies according to a published set of criteria that appropriately price services, optimize ridership and revenues and provide affordable transportation options for everyone, including transit-dependent populations.”
UTA Board Policy
Executive Limitations Policy No. 2.1.2 states, “The General Manager shall not discount fares established by the Board of Trustees except for:” – service providers for the economically disadvantaged, – educational institutions, – persons with disabilities, – promotions to encourage ridership, and – special considerations.
UTA Board Policy
UTA Passenger Revenue
UTA TOTAL REVENUE SOURCES 2016,
2016 UTA COMPREHENSIVE ANNUAL FINANCIAL REPORT (CAFR)
Fares represent ~$51 M of the agency ~$365 M
Passenger Revenue By Source
TOTAL PASSENGER REVENUE BY FARE TYPE, 2016
2016 UTA Passenger Sales Revenue Report
represent ~$29 M
comprise ~$22 M
Why does the agency offer discounts?
Discounts
Fares charged to Seniors, Persons with Disabilities, and Medicare card holders during non-peak hours on fixed-route service cannot exceed 50% of the cost of peak hour
UTA offers the half priced fare on the following products:
Required Discount – Reduced Fare
Elective Discounts Eligibility-based
Purpose: To direct discounts to targeted groups of UTA riders UTA currently offers the following:
riders)
Workforce Service)
for $99)
Elective Discounts – Eligibility-Based
Market-based
Purpose: To drive ridership to certain products or to fill a niche in customer base UTA currently offers the following:
Elective Discounts – Market-Based Partnership contracts with outside parties
Purpose: To achieve the benefits that come from partnerships
What are the benefits?
environmental impact
recruitment and retention, payroll tax benefits, large-scale impact to air quality
to opportunity
revenue resource
Elective Discounts – Partner Contracts
Discount Types – Partner Contracts
The discounts are established relative to:
OR
Price is either:
per trip OR
Criteria for Pricing
Exhibit A
Program Type of Pass or Product Pricing Anticipated 2018 Renewals Example of Participants ECO Annual Preferred Annual Electronic Pass $392 annual electronic pass purchased for 100% of the partner's employees. 26 Fidelity Investments, Ernst & Young, JC Penney ECO Annual Select Annual Electronic Pass $872 annual electronic pass purchased for select employees. 18 Western Governors University, Rockwell Collins, Jolt ECO Daily Electronic Pass $6.40 per trip, minimum $1,000 spend per month. 16 Holly Refinery, UMB Fund Services, Orbit Irrigation ECO Monthly Electronic Pass $89 monthly electronic pass purchased for select employees, minimum 15 passes, billed monthly, valid on rail and regular bus. 11 Overstock, Kirton & McConkie, ARUP Laboratories ECO Annual (Old Program) Annual Electronic Pass $91 annual premium electronic pass purchased for 100% of the partner's employees. 3 Legislative Research and General Counsel, Legislative Auditor General, Office of the Fiscal Analyst (contracts run July 1‐June 30) ECO Pay per Trip (Old) Electronic Pass Graduated pricing scale that does not exceed 20%. 3 IHC Health Services, Select Health, Mountainland Association of Governments ED Pay per Trip Electronic Pass ‐ UTA Issued or Student ID 25% off the public single trip fare. 3 Clearfield Job Corps, Judge Memorial, Salt Lake School District Non‐Profit ECO Annual 25% off annual preferred or annual select ECO pass program pricing. 2 Downtown Provo Inc., LDS Church RidevanPlus Monthly Each rider pays $50 per month for a monthly UTA ECO pass. The van cost is $260. The costs may be subsidized by a sponsoring employer. 12 IHC Ride Van Plus, Stadler US Inc, Litho Flexo Grafics Travel Training Electronic Passes Free of charge. 19 IRC, Catholic Community Services Homeless Service Providers Tokens, Day Passes, Adult Monthly Paper Tokens, day passes and adult monthly paper passes are sold at a 50% discount but must be distributed to the homeless for free. 41 Volunteers of America, Road Home ECO Annual Preferred* Annual Electronic Pass $199 annual premium electronic pass. 2 Lucid Software and Pluralsight *One‐time first year only introductory price Co‐Op Monthly Premium or Regular Paper Pass 20% off regular and premium adult monthly passes, 30% off the pass price is subsidized by the partner and the employee pays no more than half of the price. 5 LDS Church, Harmons City Creek, KSL Broadcasting, Marriott Hotel and Parvus
Exhibit B
Program Type of Pass or Product Pricing Anticipated 2018 renewals Example of Participants ECO Annual Preferred‐Custom Electronic Pass Pricing based on current eco pass programs (See above). Contract terms added to be approved by institution. 3 Bureau of Reclamation, United States Bankruptcy Court, Wageworks Ski Employer Issued Tap Passes 20% discount off of the ski bus fare. 6 Alta, Brighton, SL Visitors Bureau, Snowbird, Solitude, and Sundance Ski Electronic Pass Pricing is based on the cost to run the service. 4 Davis County, Ogden Weber Convention and Visitors Bureau, Snowbasin, Powder Mountain Ski Electronic Pass Pay per trip value. 4 Canyon's Resort, Deer Valley Resort, Park City Municipal Corporation ED Electronic Pass ‐ UTA Issued or Student ID Pricing is based on bulk (per boardings $1.00‐ $1.60 per boarding) and buying transit passes for 100% of their student body population. 3 MTECH, LDS Business College Ticket‐as‐Fare Electronic Tap Pass
$0.50 cents/ticket purchased for all event tickets sold. Varies Ogden Twilight Low Income Regular Adult Monthly Paper Pass 25% off the regular adult monthly pass. 1 Department of Workforce Services
Questions? Action: Resolution