Report No: Meeting Date:
. TRANS/T
17-071 February 22, 2017
Alameda-Contra Costa Transit District
STAFF REPORT TO:
AC Transit Board of Directors
FROM:
Michael A. Hursh, General Manager
SUBJECT:
Proposed FY 2017-18 Budget Goals and Objectives
BRIEFING ITEM RECOMMENDED ACTION (S):
Consider receiving an overview of staffs proposed FY 2017-18 Budget Goals and Objectives. BACKGROUND[ RATIONALE:
The District has launched a strategic planning initiative that staff anticipates will be completed later this calendar year. It is likely that the updated strategic plan will place added emphasis on safety, increasing ridership, customer service, fiscal health and environmental sustainability. The existing strategic plan has several elements in common and, therefore, this report is presented to the Board, but it should be recognized as a steppingstone towards a revised and refocused strategic plan . A discussion of the strategic planning process is scheduled for the Board Retreat on March 29, 2017. The Board adopted a budget development calendar in November 2016, which included the development of goals and objectives for the FY 2017-18 Operating and Capital Budget. The Goals and Objectives are based upon the performance management model established for the District, and include the following: 1) Provide Quality & Reliable Service; 2) Create a Safety Culture; 3) Utilize Financial Resources Efficiently and Effectively; 4) Attract and Retain a High Quality Workforce; 5) Effective Communication, Messaging & Marketing. AC Transit's Mission Statement Connecting our communities with safe, reliable, sustainable service ... we'll get you there. A list of goals and objectives listed above were included in the FY 2014-15, FY 2015-16, and FY 2016-17 budget review processes and incorporated into the final approved budget books for those fiscal years. The executive management team reviewed the goals and objectives with their staff and made adjustments to ensure the new goals reflected the current work plan and are relevant and achievable for the new fiscal year. A summary of the high level District goals along with the key performance indicators are shown in Attachment 1. BUDGETARY/ FISCAL IMPACT:
There is no fiscal impact from this report. ADVANTAGES/ DISADVANTAGES:
There are no disadvantages to receiving this staff report. 1 of 6
Report No. 17-071 Page 2 of 2
ALTERNATIVES ANALYSIS: There are no alternatives to report, as this report is being provided to the Board as part of the scheduled activities in the development of the FY 2017-18 Operating and Capital Budget. PRIOR RELEVANT BOARD ACTION / POLICIES: None ATTACHMENTS: 1.
Proposed FY 2017-18 Goals and Objectives
Approved by:
Claudia L. Allen, Chief Financial Officer
Prepared by:
Chris Andrichak, Director of Management and Budget
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FY 2017-18 BUDGET DEVELOPMENT PROCESS AC TRANSIT DISTRICT GOALS AND OBJECTIVES
SR 17-071
Attachment 1
District Goal 1: Provide Quality and Reliable Service Reduce Cancelled and Out late assignments to <125 system wide cancellations each month based upon monthly division average. Improve Bus Cleanliness to 8.1 out of 10 rating on a monthly basis through the end ofthe fiscal year. Maintain Mean Miles Between Road Calls above the goal of 5,400 miles on a monthly basis through the end of the fiscal year. Maintain a monthly On-Time Performance target of 72 percent on a monthly basis through the end of the fiscal year. Improve Operator Courtesy as evidenced by reducing complaints by 5 percent with a monthly target of 14.8 complaints per 100,000 miles. Reduce absenteeism in accordance with the terms of the new Collective Bargaining Agreement to achieve an unavailability rate of less than 21 percent for combined scheduled and unscheduled time off. Reduce Missed Trips to a monthly total of less than 275 system-wide through the end of the fiscal year. Conduct baseline Customer Satisfaction Survey Study of current rider base every two years. Begin conducting a study in FY 2017 and receive final report by December 2017. Increase responsiveness by establishing a minimum Service Level Agreement with response to 60% of customer issues where feedback is requested within 10 calendar days. Increase Ridership with improved service quality by 3 percent by June 2018. Develop, update, and maintain project schedules for all capital projects, Work Breakdown Structures, and schedule specification documents by September 2017. Establish standard workflows to enable better collaboration among various internal departments, with completion of process rollout session and process flow data chart definition by October 2016.
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FY 2017-18 BUDGET DEVELOPMENT PROCESS AC TRANSIT DISTRICT GOALS AND OBJECTIVES
SR 17-071 Attachment 1
Implement Flex Service in low-density areas to replace ineffective and infrequent fixed-route service, with Implementation of the Line 275 Flex Service Pilot. Implement Service Expansion Plan proposals with Measure BB revenues.
District Goal 2: Create a Safety Culture Maintain or improve existing Deputy Sheriff response time to crimes in progress. Contract with consulting agency to implement Safety Security Management Plan by December 2017. Reduce Worker's Compensation costs, by focusing on early resolution of Worker's Compensation claims. Dedicate staff time to account for employee exposure hours and total injuries with a goal of reducing the injury frequency rate by 5 percent throughout the year. Maintain a monthly collision rate goal of achieving less than 4.0 collisions per 100,000 miles. Maintain a monthly passenger accidents/incidents rate goal of less than 3.25 incidents per 100,000 miles.
District Goal 3: Utilize Financial Resources Efficiently and Effectively Development and implementation of new budget development system, with initiation of a statement of work and procurement by June 2017. Develop streamlined approach to District procurement processes to ensure an average procurement cycle of 180 days or less for most procurements. Monitor developments with the Affordable HealthCare Act, and maintain all compliance to reporting requirements by end of fiscal year. Partner with other public and transit agencies and the Employee Benefits Broker to strategize ways to control healthcare costs without eroding employee benefits by end of fiscal year.
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FY 2017-18 BUDGET DEVELOPMENT PROCESS AC TRANSIT DISTRICT GOALS AND OBJECTIVES
SR 17-071 Attachment 1
Implement Employee Development programs to provide new learning opportunities, with rollout of employee development program by end of fiscal year. Reduce the Pay to Platform hours by 1 percent to provide additional operating efficiencies. Control overtime expenditures by limiting overtime assignments at 5 percent below budgeted levels. Manage employees on long-term leave to ensure best practice for return to work is followed, with implementation of a return to work program by September 2017. Increase farebox revenue with increased ridership by 3 percent by June 2018. Review fare policy and implement marketing efforts to increase Clipper penetration rate by 3 percentage points from the previous fiscal year's average monthly penetration rate. Control Paratransit operating costs through capitalization measures and improving productivity. • Reduce cost/passenger by 2 percent • Increase productivity 2 percent by June 2018.
District Goal 4: Attract and Retain a High Quality Workforce Improve the diversity of the District's workforce with improved adherence to the Equal Employment Opportunity (EEO) plan by June 2018. Establish a performance feedback system (in addition to current goal setting processes) for American Federation of State County Municipal Employees (AFSCME) by June 2018. Implement employee onboarding process by December 2017. New performance review process implemented as part of the performance management process implemented by December 2017.
District Goal 5: Effective Communication, Messaging and Marketing Enhance AC Transit's image among external audiences as measured by a 15 percent improvement in positive brand rating perception as determined by a general public perception survey every two years.
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FY 2017-18 BUDGET DEVELOPMENT PROCESS AC TRANSIT DISTRICT GOALS AND OBJECTIVES
SR 17-071 Attachment 1
Continue bi-monthly newsletter to improve internal and external communications. Publish General Manager eNewsletter, On the Move bi-monthly throughout the year. Evaluate EasyPass pricing matrix and policies, establish criteria and make recommendations to Board by December 2017. Host District Town Halls to update public officials on AC Transit's programs, projects and operations, with completion of five (5) Town Halls by March 2018. Outreach to area Chambers of Commerce, with attendance at 50 Chamber meetings and/or events by April 2018. Visit state and federal legislative representatives, with 16 meetings with legislators by May 2018. Develop and produce FY 2017-18 Legislative Funding Book, with completion of legislative funding priority book by November 2017. Implement the updated Title VI program and policies submitted to Federal Transportation Authority (FTA) in 2014. Implement 3/4 of the program elements by June 30, 2017 in order to meet FTA compliance ofthe program by the next triennial update in Fall 2017. Improve stakeholder relationships and communications. Conduct a transit workshop for local officials and stakeholders.
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