Vre Operations Board

VRE OPERATIONS BOARD September 19, 2014 Executive Committee Meeting - 9:00 am Operations Board Meeting - 9:30 am Joint Audit Committee Meeting to Follow Board Meeting Capital Committee Meeting to follow JAC Meeting PRTC Headquarters 14700 Potomac Mills Road Woodbridge, VA 22192

1. Pledge of Allegiance

2. Roll Call

3. Approval of Agenda

4. Approval of Minutes from the July 18, 2014 VRE Operations Board Meeting

5. Chairman’s Comments

6. Chief Executive Officer’s Report

7. Virginia Railway Express Riders’ and Public Comments

8. Closed Session

9. Action Items

A. Referral of Preliminary FY 2016 Operating and Capital Budget to the Commissions

B. Authorization to Increase Amount for General Engineering Consulting VI Contract

C. Authorization to Issue a Request for Proposals for General Planning Consulting I Contract for Project Development Services

D. Authorization to Issue a Request for Proposals for General Engineering Consulting VII Contract for Project Implementation Services

E. Authorization to Issue an Invitation for Bids for Consolidated Security Alarm and Access System Monitoring and Maintenance Services

F. Authorization to Amend the Contract for Passenger Railcars

G. Authorization to Issue a Request for Proposals for Engineering and Environmental Services for a Life Cycle Maintenance Facility

H. Authorization to Amend the Contract for Auditing Services

I. Authorization to Award a Contract for Marketing and Advertising Services

J. Authorization to Amend the VRE Tariff Replacing the Two-Ride Ticket with a Day Pass and Making Other Administrative Edits

10. Information Item

A. Update on Jurisdictional Action on the Master Agreement

B. Fredericksburg Mitigation Accommodation

C. 2014 Customer Service Survey

11. Operations Board Members’ Time

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The Next VRE Operations Board Meeting October 17, 2014 - 9:30 am at PRTC

M I N U T E S

VRE Operations Board Meeting PRTC Headquarters – Prince William County, Virginia July 18, 2014

Members Present Jurisdiction Sharon Bulova (NVTC) Fairfax County Virginia Railway Maureen Caddigan (PRTC) Prince William County Express John Cook (NVTC) Fairfax County Wally Covington (PRTC)* Prince William County John D. Jenkins (PRTC) Prince William County Matt Kelly (PRTC) City of Fredericksburg Board Members Paul Milde (PRTC) Stafford County Gary Skinner (PRTC) Spotsylvania County Paul Milde Paul Smedberg (NVTC) City of Alexandria Chairman J. Walter Tejada (NVTC) Arlington County Bob Thomas (PRTC) Stafford County John Cook Vice-Chairman Members Absent Jurisdiction

Jennifer Mitchell DRPT Gary Skinner Secretary Suhas Naddoni (PRTC) City of Manassas Park Jonathan Way (PRTC) City of Manassas Paul Smedberg Treasurer Alternates Present Jurisdiction Kevin Page DRPT Sharon Bulova Maureen Caddigan Alternates Absent Jurisdiction Wally Covington Marc Aveni (PRTC) City of Manassas John Jenkins Meg Bohmke (PRTC) Stafford County Matt Kelly Brad Ellis (PRTC) City of Fredericksburg Jennifer Mitchell Jay Fisette (NVTC) Arlington County Suhas Naddoni Frank C. Jones (PRTC) City of Manassas Park J. Walter Tejada Tim Lovain (NVTC) City of Alexandria Bob Thomas Michael C. May (PRTC) Prince William County Jonathan Way Jeff McKay (NVTC) Fairfax County Martin E. Nohe (PRTC) Prince William County

Paul Trampe (PRTC) Spotsylvania County Alternates

Staff and General Public Marc Aveni Meg Bohmke Doug Allen – VRE Gerri Hill – VRE Brad Ellis Anthony Ayala – VRE Pierre Holloman – Alexandria Jay Fisette Chipp Boone – Keolis Bryan Jungwirth – VRE Frank Jones Donna Boxer – VRE Ann King – VRE Tim Lovain Nancy Collins – Stafford County Mike Lake – Fairfax County Michael May Kelley Coyner – NVTC Staff Lezlie Lamb – VRE Jeff McKay Rich Dalton – VRE Bob Leibbrandt – Prince William County Martin Nohe Mort Downey – Parsons Brinckerhoff Nathan Macek – Parsons Brinckerhoff Kevin Page John Duque – VRE Betsy Massie – PRTC Staff Paul Trampe Patrick Durany - Prince William County Steve MacIsaac – VRE legal counsel Arnold Gilbo – Keolis Lynn Rivers – Arlington County Rhonda Gilchrest – NVTC staff Brett Shorter – VRE Al Harf – PRTC staff Joe Swartz – VRE

Chris Henry – VRE Billy Withers – Fredericksburg Doug Allen Tom Hickey – VRE Chief Executive Officer

1500 King Street, Suite 202 * Delineates arrival following the commencement of the Board meeting. Notation of exact arrival Alexandria, VA 22314-2730 time is included in the body of the minutes.

Chairman Milde called the meeting to order at 9:35 A.M. Following the Pledge of Allegiance, Roll Call was taken.

Approval of the Agenda – 3

Chairman Milde stated that a Closed Session should be added to the agenda. There were no objections.

Mr. Cook moved, with a second by Ms. Bulova, to approve the Amended Agenda. The vote in favor was cast by Board Members Bulova, Caddigan, Cook, Jenkins, Kelly, Milde, Page, Skinner, Smedberg, Tejada and Thomas.

Approval of the Minutes of the June 20, 2014 Operations Board Meeting – 4

Mr. Cook moved approval of the minutes and Ms. Bulova seconded. The vote in favor was cast by Board Members Bulova, Caddigan, Cook, Jenkins, Kelly, Milde, Page, Skinner, Smedberg and Tejada. Mr. Thomas abstained.

[Mr. Covington arrived at 9:40 P.M.]

Chairman’s Comments – 5

Chairman Milde acknowledged Billy Withers, Vice Mayor from Fredericksburg, who is expected to be appointed as a new alternate to the VRE Operations Board.

Chairman Milde reported that there are several important upcoming transit events in the region, including the opening of WMATA’s Silver Line on July 26th and the groundbreaking event for the Potomac Shores VRE Station on July 31st at 11:00 A.M. Ms. Caddigan stated that Governor McAuliffe has been invited to attend the Potomac Shores Event. Chairman Milde also announced that the Joint Audit Committee will meet briefly following this meeting. He also reported that following action at their July 10th meetings, NVTC and PRTC have transmitted the Master Agreement amendment to the jurisdictions for their action. Spotsylvania and Stafford Counties have already put this item on their agenda for August.

Chief Executive Officer’s Comments –6

Mr. Allen reported that on-time performance (OTP) was down slightly to 85 percent for the month of June, due to redirected freight rail traffic because of flooding of a CSXT tunnel, as well as speed restrictions as a result of track maintenance and heat. Ridership remains strong at 19,000 daily riders.

Mr. Allen stated that VRE ran special Firecracker Trains on the Fourth of July and he asked Chris Henry to give a detailed briefing of this special service. Mr. Henry reported that the Firecracker Trains were a big success. VRE ran one train on each line into the District of Columbia carrying a total of 1900 passengers. The Fredericksburg Line sold out at 1004 tickets and the Manassas Line sales were at 90 percent with 891 tickets. VRE staff had projected that about 2000 tickets would need to be sold to break-even with the cost to run the service. The southernmost stations (Manassas Park, Leeland and Brooke) accounted for 75 percent of the boardings. VRE conducted a follow-up online survey and received responses back from 35 percent of riders with overwhelmingly positive responses. In response to a question from Chairman Milde, Mr. Henry stated that VRE ran eight-car trains on each line with capacity to carry 1100 passengers on each line. Tickets cost $10 per round trip.

Mr. Henry stated that the schedule allowed for plenty of time for riders to get to the Mall for the fireworks and to get back to Union Station afterwards. There were a few issues with queuing and getting passengers down to the trains at Union Station for the return trip. It wasn’t the plan going into it, but VRE had to adjust for Amtrak. On the return trip, the train stopped briefly at L’Enfant so staff could check the crowd conditions. VRE staff recommends that if VRE runs Firecracker trains next year, that they use Union Station again because of the amenities for the passengers (restrooms and restaurants) and the overcrowding at L’Enfant with Metro riders.

In response to a question from Mr. Skinner, Mr. Henry stated that the Fredericksburg Line train departed Union Station at 10:45 P.M. and the Manassas Line train departed at 11:00 P.M. It seemed like enough time for people to get back. There was one couple who didn’t make it back for the Fredericksburg train after the fireworks but they admitted going all the way to Georgetown to watch the fireworks. VRE was able to get them on the Manassas 11:00 PM departing train to Alexandria, where Mr. Allen walked them over to the Metro station.

Ms. Bulova noted that there were some concerns about the impact on jurisdictions’ firework events. Several Board Members observed that there did not seem to be any impact at their local events. Mr. Tejada stated that they were able to announce the Firecracker Trains on Spanish Local Radio the last week before the event and hopefully that had an impact on ticket sales, especially for the Manassas Line. Mr. Henry stated that 47 percent of Firecracker Train riders were non-VRE riders.

Mr. Allen reported that four new VRE railcars arrived with four more on the way. As the new cars are put into revenue service, the Legacy railcars will be retired. In response to a question from Mr. Jenkins, Mr. Allen stated that the four new cars were put into service on July 16th. The new railcars will be spread throughout the system. The railcars have the same capacity as the older railcars.

Mr. Allen reported on several VRE issues, including the Notice to Proceed given for construction of the Spotsylvania Station platform; the Triennial Review by the Federal Transit Administration (FTA) will begin on July 29th for both PRTC and VRE; and discussions with Amtrak have begun on the Access Agreement Contract. With new PRIAA

legislation, the access fees for Union Station are laid out for the entire Northeast Corridor. Chairman Milde asked if the contract amount will go up or down. Mr. Allen stated that early indications are that it will go down regarding access to the Northeast Corridor but other aspects could go up. He is confident that VRE will be able to work out a fair agreement with Amtrak.

Mr. Skinner announced that Spotsylvania County is planning a groundbreaking ceremony for the new Spotsylvania Station at the beginning of August. The county is coordinating the event with Secretary Layne’s schedule. Board Members will receive invitations to the event.

Mr. Allen reported that staff is using a new template for the agenda reports to provide more information that Board Members have requested.

VRE Riders’ and Public Comment – 7

There were no comments.

Consent Agenda –8

On a motion by Mr. Cook and a second by Mr. Thomas, the Board unanimously approved the following Consent Agenda Items:

 Resolution #8A-07-2014: Authorization to Issue a Request for Proposals for Mechanical Engineering Consulting Services  Resolution #8B-07-2014: Authorization to Issue a Request for Proposals for Engineering and Environmental Services for Brooke and Leeland Road Stations

The vote in favor was cast by Board Members Bulova, Caddigan, Cook, Covington, Jenkins, Kelly, Milde, Page, Skinner, Smedberg, Tejada and Thomas.

FY 2016 Budget Key Issues – 9A

Mr. Allen explained that it is time to start the process of developing the FY 2016 budget and get feedback and direction from the Operations Board. He asked Donna Boxer and Brett Shorter to give a presentation on the budget.

Ms. Boxer stated that the Budget Key Issues are the first step in the budget process which will culminate in a full budget being presented at the December 2014 meeting. The Commissions will then forward the budget to the jurisdictions. The CAO Task Force continues to advise VRE staff during the budget process. Beginning last year, the Capital Committee plays a role in conducting an in-depth review of significant capital projects and issues. The Committee is scheduled to begin meeting again in September. In response to a question from Mr. Jenkins, Ms. Boxer stated that the Prince William County representative

on the CAO Task Force is Bob Leibbrandt, who serves as co-chairman along with Mike Lake from Fairfax County. The actual Chief Administrative Officers (CAO) participate in the final budget meeting in early December.

Ms. Boxer stated the FY 2016 Budget will be a continuation of many significant initiatives, including the System Plan, life cycle maintenance strategy, the financial and debt management principles, and a substantial increase in capital funding sources. Ms. Boxer stated that the first Key Issue is Level of Service. Some trains are now over 100 percent capacity and with the addition of the Spotsylvania Station and parking facility, ridership will continue to increase. The new Fredericksburg train is budgeted in FY 2015 for the first nine months of service with full service proposed in FY 2016. The FY 2015 budget also includes the purchase of five railcars for expansion.

Ms. Boxer stated that Key Issue #2 is Maintenance of VRE Assets. VRE staff believes that federal formula funding will continue to be available to maintain transit assets in a “state of good repair.” A facilities asset management strategy is expected to be completed during FY 2015 to be incorporated into the FY 2016 Budget and CIP. The new maintenance facility will be completed in FY 2016.

Key Issue #3 is Contract Renewal with Amtrak. VRE’s current five-year contract with Amtrak expires at the end of FY 2015. Ms. Boxer stated that discussions are already underway with Amtrak and the new contract will be based on the requirements of the Passenger Rail Investment and Improvement Act (PRIIA) for track access calculations. The big issue for FY 2016 is funding for alternate storage sites other than Ivy City. VRE has significant funding included in the CIP for this ($40 million for FY 2016-2021). In response to a question from Chairman Milde, Ms. Boxer explained that Amtrak wants VRE to move its storage from the current Ivy City site. Chairman Milde asked how much acreage is needed to store all of VRE’s assets. Mr. Dalton stated that VRE would need 20-25 acres from just a storage standpoint. Chairman Milde observed that it is virtually impossible to find that amount of land in the District. Ms. Boxer stated that this is one of many issues that need to be resolved. The new Amtrak contract will also include the implementation of future phases of PRIIA in regard to the current back-log of Amtrak repairs and improvements. The amount that might be allocated to VRE as part of this process is not currently known.

Ms. Boxer stated that Key Issue #4 is Capital Improvements to Support the VRE System Plan. Improvements to Phase I are linked to the CIP for FY 2015-2020, but funding is not identified for all projects. Construction of the CSX third mainline may increase the need for additional resources. NVTA funding may be available for some of the capital projects within NVTA boundaries.

Ms. Boxer stated that VRE continues to increase the Capital Reserve, which is Key Issue #5. Beginning in FY 2015, an annual contribution of $3 million is included in the six-year plan.

Key Issue #6 relates to VRE staff and office space. As the VRE system has grown the staff level has not kept pace and it will be important to look at staffing expansion and office space expansion. The FY 2016 budget is expected to include expanded staff resources including additional office space since the Alexandria office is fully utilized.

Mr. Shorter stated that Key Issue #7 is Jurisdictional Subsidy and Key Issue #8 is Fare Increases. He stated that staff has heard the Operations Board’s clear direction that VRE must be supported within the confines of jurisdictional budget constraints. There also needs to be a balance between level of service and the competitiveness of pricing of that service as VRE looks at a potential fare increase. Over the last five years there have been two fare increases (FY 2013 at three percent and FY 2014 at four percent). Past budget predictions called for a five percent fare increase in 2016, 2018 and 2020. The jurisdictional subsidy has remained constant from FY 2013 to FY 2015.

Mr. Shorter stated that other budget issues are the changes in state funding, the state capital “fiscal cliff” beginning after 2018, federal MAP-21 funding to expire at the end of September, and available NVTA funding. He stated that having multi-year funding agreements with the Commonwealth for the track access fees is also important.

Chairman Milde asked if staff has looked at converting the dead head trains back to Manassas into revenue service. Mr. Allen stated that VRE currently has two trains that go back to the Broad Run yard in the middle of the day because there is no place to store them in the District. VRE staff is looking to turn one into a revenue train running back in the late morning.

Mr. Cook stated that as VRE looks at expansion of the end of the lines, with the Spotsylvania Station being constructed, he stated that it is important to develop a plan for some trains to begin service at the middle stations so there is capacity for those riders. Mr. Allen responded that VRE has started an operational analysis on how to phase in the System Plan and these types of issues will be looked at in depth. Mr. Cook asked for an update at a future meeting.

Mr. Smedberg asked for a status on Positive Train Control. Mr. Dalton stated that in late fall, VRE will begin equipment installation on VRE locomotives and railcars. VRE is following CSX initiatives. By late 2015 testing will begin. He stated that the project is budgeted for capital costs but operating costs could be as high as $1 million annually.

In response to a question from Mr. Cook, Mr. Shorter explained that the budget process is in its preliminary stages and there are no projections yet for fare increases or subsidy increases. Ms. Boxer stated that the preliminary budget that is presented in September will include this information. Mr. Cook stated that he is not sure if he would be agreeable to a jurisdictional subsidy increase that was higher than an average fare increase, because taxpayers who do not ride VRE should not have the perception that they are paying more of an increase than VRE riders. He stated that it is important to look at fare increases and subsidy increases together over multiple years.

Mr. Kelly stated that if the subsidy continues to grow, it will push Fredericksburg into having to use general funds. This is a legitimate topic of concern for the City. Chairman Milde observed that ridership will continue to shift to the southern jurisdictions that will be paying a larger piece of the pie. Ms. Boxer stated that in September, staff will come back

to the Operations Board with a more detailed budget and will include any proposal on subsidy and fare increases.

Chairman Milde stated that he would like to seek resolution to instituting an indexed fare schedule since the Operations Board has discussed this is the past. Ms. Boxer stated that VRE adopted a fare index policy in January 2008. Then local budgets collapsed because of the plummeting real estate market and the Board asked for no subsidy increase and any increase would need to come from fare revenue. This was the end of the indexed fare policy. There were three fare increases over a 13 month period. Chairman Milde asked Board Members if they want to revisit the fare indexing issue. Ms. Bulova stated that although she was a proponent of fare indexing when it was discussed in the past, she is not sure this is the time to revisit it. There has been a recession which has made it impossible to adhere to a fare policy. There are still many moving pieces to this budget and the Board should wait for staff to present a preliminary budget in September.

Ms. Bulova moved, with a second by Mr. Covington, to approve Resolution #9A-07-2014, which directs VRE staff to develop the FY 2016 Budget and CIP in accordance with the Board’s direction.

Mr. Harf observed that there is uncertainty regarding federal funding but this issue will still be uncertain in September. Mr. Allen stated that staff will make the best judgment on what they think the numbers will be and be prepared to make adjustments. Mr. Harf stated that he anticipates it will impact the capital side more than operating side. Ms. Boxer stated that this is what they anticipate.

Mr. Tejada asked how often Capital plans adjust. Ms. Boxer replied every year. Mr. Tejada asked how projects get put into the CIP like the Long Bridge Expansion project. Ms. Boxer stated that staff is putting together recommendations for a new six-year plan. Projects like the Long Bridge will be discussed by the Capital Committee in September. Mr. Covington stated that if VRE redoubled its efforts to get the Gainesville-Haymarket extension completed it would solve the subsidy issue for the southern jurisdictions because Prince William would pick up more riders and increase its ridership percentage. Chairman Milde stated that Stafford County does not want a subsidy increase regardless of any fare increase proposal.

Mr. Page stated that this year DRPT started a process of multi-year funding agreements to provide more funding predictability. As VRE develops its six-year plan, he hopes VRE will include some proposed projects seeking multi-year funding. If VRE is willing to commit to a six-year project, the Commonwealth is willing to commit off the top funds, with an obligation for additional years.

The Board then voted on the motion and it passed. The vote in favor was cast by Board Members Bulova, Caddigan, Cook, Covington, Jenkins, Kelly, Milde, Page, Skinner, Smedberg, Tejada and Thomas.

Mr. Allen asked Ms. Boxer to give a brief presentation on debt disclosure requirements. Ms. Boxer stated that when municipal debt is issued, the party agrees to disclose certain

financial and other information to the capital markets. Currently, information is electronically posted on the Electronic Municipal Market Access (EMMA) website. She explained that NVTC issued debt in 1997 and 1998, which was the last time debt was issued for VRE, and included two contingency disclosure agreements. One was signed by NVTC and the other was signed by the six participating jurisdictions. This past March, the SCC announced the Municipalities Continuing Disclosure Cooperation (MCDC) initiative. Issuers need to review their compliance documents and post notices. VRE Bond counsel has posted a correction notice on the Commission’s behalf noting that the bond downgrades for NVTC bonds were not disclosure on a timely basis. Advice from VRE’s Bond counsel and review by Mr. MacIsaac, VRE’s legal counsel, concluded that NVTC is not required to report on the initiative because bonds have not been issued in the last five years. However, VRE was also advised that if VRE wants to issue bonds within the next five years, then this would need to be disclosed on any written statement regarding any non- compliance against both agreements. As a result, she has talked to staff at the participating jurisdictions to notify them of the issue and to convey the advice from bond counsel.

Authorization to Award a Contract for Heavy Interior Cleaning of Passenger Railcars – 9B

Mr. Allen stated that the VRE Operations Board is being asked to authorize him to execute a contract with ServiceMaster Preferred Services of Woodbridge, Virginia for heavy interior cleaning of passenger railcars in the amount of $573,624, plus a 10 percent contingency of $57,362, for a total not to exceed $630,986 for a base year and two option years, with the CEO exercising the option years at his discretion. Resolution #9B-07-2014 would accomplish this.

Ms. Caddigan moved, with a second by Mr. Skinner, to approve the resolution.

Mr. Allen stated that at the request of the Operations Board last month, staff has provided additional information about this procurement. Mr. Kelly thanked staff for providing the additional information. He observed that by providing the information prior to the meeting (firm recommended for award, top 3-4 firms evaluated, and a synopsis of the rationale for requested action) should save time at the Operations Board meetings. Mr. Cook asked for a regular consolidated list of the firms so Board Members can decide if they have a conflict of interest. Chairman Milde stated that he is interested in seeing the amounts of the different bids. Mr. Allen stated that procurement protocol does not allow those amounts to be disclosed until the contract is awarded.

The Board then voted on the motion and it passed. The vote in favor was cast by Board Members Bulova, Caddigan, Cook, Covington, Jenkins, Kelly, Milde, Page, Skinner, Smedberg, Tejada and Thomas.

Authorization to Award a Task Order for Station Painting Services – 9C

Mr. Allen reported that Resolution #9C-07-2014 would authorize him to award a task order under the facilities maintenance contract to NV Enterprises for station painting services in an amount of $207,000, plus a 10 percent contingency of $20,700, for a total amount not to exceed $227,700. VRE completed an assessment of its rail stations in order to identify those in need of painting, which include Rippon, Quantico, Brooke, Crystal City, Rolling Road and Manassas Park. This task order covers the painting at Rippon, Quantico and Brooke Stations because they are in need of extensive preparation work in addition to painting. For the Rippon station there is a pedestrian bridge over the CSX tracks. A separate resolution as part of the next agenda item will be requested for the painting at Crystal City, Rolling road and Manassas Park. VRE requested task order proposals from both contractors in the interest of maximizing productivity by having multiple painting projects underway simultaneously.

Mr. Covington moved, with a second by Ms. Bulova, to approve Resolution #9C-07-2014. The vote in favor was cast by Board Members Bulova, Caddigan, Cook, Covington, Jenkins, Kelly, Milde, Page, Skinner, Smedberg, Tejada and Thomas.

Authorization to Award a Task Order for Station Painting Services – 9D

Mr. Allen stated that the VRE Operations Board is being asked to authorize him to award a task order under the facilities custodial services contract to Fresh Air, LLC for station painting services in an amount of $83,770, plus a ten percent contingency of $8,377, for a total amount not to exceed $92,147. Resolution #9D-07-2014 would accomplish this.

This task order covers the painting of Crystal City, Rolling Road and Manassas Park stations. These stations will not need as much preparation work and are not as complex as the other three stations identified in the previous action item.

Mr. Covington moved, with a second by Ms. Bulova, to approve Resolution #9D-07-2014. The vote in favor was cast by Board Members Bulova, Caddigan, Cook, Covington, Jenkins, Kelly, Milde, Page, Skinner, Smedberg, Tejada and Thomas.

Authorization to Execute a Ticket Sales Agreement with DASH Transit – 9E

Mr. Allen stated that the VRE Operations Board is being asked to approve Resolution #9E- 07-2014 which would authorize him to execute a ticket sales agreement for the sale of fare media by DASH Transit at their Old Town Transit Shop for a base period of one year with an option to extend for up to four additional one year periods, with the VRE CEO exercising the option years at his discretion. Sales commissions are paid to VRE ticket vendors based on sales volume, and the estimated value of this contract is $18,000 annually or $90,000 over the five year period.

Mr. Smedberg moved, with a second by Mr. Skinner, to approve Resolution #9E-07-2014. The vote in favor was cast by Board Members Bulova, Caddigan, Cook, Covington, Jenkins, Kelly, Milde, Page, Skinner, Smedberg, Tejada and Thomas.

Authorization to Award a Purchase Order for Multi-Function Copier Lease Agreement – 9F

Mr. Allen stated that the VRE Operations Board is being asked to authorize him to execute a Purchase Order with Sharp Electronics Corporation of Mahwah, New Jersey for the lease of two multi-function color copiers, in the amount of $141,840, plus a 10 percent contingency of $14,184, for a total amount not to exceed $156,024. The term of the lease agreement is for a period of one base year with four option years with the CEO exercising the option years at his discretion. Resolution #9F-07-2014 would accomplish this.

Ms. Bulova moved, with a second by Mr. Tejada, to approve the resolution. The vote in favor was cast by Board Members Bulova, Caddigan, Cook, Covington, Jenkins, Kelly, Milde, Page, Skinner, Smedberg, Tejada and Thomas.

General Engineering Consulting Contracts –10A

Mr. Allen stated that there is a need for additional authorization on the present General Engineering Consulting (GEC) contract because the GEC VI contract is rapidly approaching its $5 million authorization limit after only 16months of activity. As of May 2014 about $4,400,000 (87 percent) of the current authorization for GEC VI had been allocated to 21 task order assignments. With the additional task orders currently pending, the present authorization of GEC VI is expected to be fully committed by the end of September. VRE staff has begun preparation on a new GEC contract, but it will not be in place before the end of December 2014. Procurement and legal counsel advise that it is permissible to amend the existing GEC VI contract while VRE proceeds with a new procurement. VRE is proposing the following actions:

1) Request authorization at the September meeting to issue a RFP for a new GEC VII with the intention of returning with a recommendation for award at the December meeting. 2) Request authorization at the September meeting to expand the authorization limit of the present GEC VI by $500,000 to sustain progress until GEC VII is awarded. 3) Conduct a review with GEC VI firms and other interested parties to determine how VRE can better structure and manage work through GEC versus other methods of procurement.

Mr. Allen stated that no action is being requested at this time and this item is just to inform the Board of the upcoming request for action.

Closed Session – 8

Mr. Cook moved, with a second by Mr. Kelly, the following motion:

Pursuant to the Virginia Freedom of Information Act (Sections 2.2-3711A (6) (7) and (29) of the Code of Virginia); the VRE Operations Board authorizes a Closed Session for the purpose of discussing one matter involving the expenditure of public funds for train operations where competition and bargaining is involved and where discussion in public would adversely affect VRE’s financial interests and its bargaining position and negotiating strategy.

The vote in favor was cast by Board Members Bulova, Caddigan, Cook, Covington, Jenkins, Kelly, Milde, Page, Skinner, Smedberg, Tejada and Thomas.

The Board entered into Closed Session at 10:51 A.M. and returned to Open Session at 11:00 A.M.

Mr. Cook moved, with a second by Mr. Kelly, the following certification:

The VRE Operations Board certifies that, to the best of each member’s knowledge and with no individual member dissenting, at the just concluded Closed Session:

1. Only public business matters lawfully exempted from open meeting requirements under Chapter 37, Title 2.2 of the Code of Virginia were discussed; and

2. Only such public business matters as were identified in the motion by which the Closed Session was convened were heard, discussed or considered.

The vote in favor was cast by Board Members Bulova, Caddigan, Cook, Covington, Jenkins, Kelly, Milde, Page, Skinner, Smedberg, Tejada and Thomas.

Operations Board Members’ Time –10

Ms. Caddigan reminded Board Members about the Potomac Shores Station groundbreaking event which is scheduled for July 31st at 11:00 A.M.

Mr. Tejada announced that earlier this morning there was a groundbreaking event for the Crystal City Potomac Yard Transit Way. This is an important regional project that will connect to other transit, including rail.

Adjournment

Without objection, Chairman Milde adjourned the meeting at 11:02 A.M.

Approved this 19th day of September, 2014.

______Paul Milde Chairman

______Gary Skinner Secretary

CERTIFICATION

This certification hereby acknowledges that the minutes for the July 18, 2014 Virginia Railway Express Operations Board Meeting have been recorded to the best of my ability.

Rhonda Gilchrest

Agenda Item 9-A Action Item

To: Chairman Milde and the VRE Operations Board

From: Doug Allen

Date: September 19, 2014

Re: Referral of Preliminary FY 2016 VRE Operating and Capital Budget to the Commissions

Recommendation:

The VRE Operations Board is being asked to authorize the Chief Executive Officer to refer the Preliminary FY 2016 VRE Operating and Capital Budget to the Commissions for their consideration, so that the Commissions, in turn, can refer these recommendations to the jurisdictions for their review and comment.

Background:

In accordance with the VRE Master Agreement, which outlines the process for annual budget approval, the preliminary FY 2016 VRE Operating and Capital Budget are attached for review. The Budget Key Issues considered by the Operations Board in July are also provided as an attachment.

During the FY 2016 budget year, VRE will operate 32 daily revenue trains (including a full year of the additional Fredericksburg line train), complete the order for the fourteen additional railcars, implement Positive Train Control (PTC), begin the first year of the new Amtrak contract, begin the first years of the new train operations

and maintenance of equipment contracts, and continue safety and customer service outreach programs. Staff will also continue development of the 2040 System Plan projects.

Since July, VRE staff has met monthly with the CAO Taskforce to discuss jurisdictional budget issues and concerns and to review current VRE budget projections. The most significant issue this year is the reduction in State Operating funds. In FY 2015, staff projected state revenues of $10.3 million, based on estimations from the TSDAC implementation. The actual award was $9.0 million, with further reductions possible after the CTB meets in September. Based on this, the projected amount of State operating funds is budgeted at $8.7 million, a decrease of $1.6 million from the budget approved in FY 2015.

Discussion:

The FY 2016 preliminary budget totals $123.0 million. Assuming no change to fares or subsidy, the budget reflects $3.9 million of costs which are currently unfunded. As in the past, VRE will submit a balanced budget to the jurisdictions in the beginning of December for evaluation prior to submission to the Operations Board later that month.

Both revenue and expenses are still under review and these projections are expected to change considerably over the next several months. The assumptions used in preparing the preliminary draft are as follows:

1. Federal formula funding is based on an estimation of what VRE will receive under the new Section 5337, State of Good Repair formula funding. Current projections are based on the latest information available and is in line with the amount projected in the Six Year Financial Forecast from the FY 2015 Budget, which represents a decrease of $6.6 million from the amount received in FY 2015. Congress approved a short term extension to the current transportation authorization through May 2015. All indications are the full reauthorization will provide less funding for VRE’s FY 2016 than was provided in FY 2015.

2. Fare revenue is budgeted at $37.3 million with no fare increase. Ridership is estimated at 19,600 ADR with service at the current level of 34 daily trains (32 revenue trains); with a full year of the Fredericksburg line train. Average daily ridership in FY 2014 was 18,119. Staff continues to monitor the impact of the reduced federal transit benefit on VRE ridership and revenue. The last increase to fare revenue was 4% in FY 2014.

3. In FY 2015, a Fredericksburg line train was budgeted for nine months. In FY 2016, the train is budgeted for the remaining three months. The assumption is

that current legacy cars will be available to start the service, with new railcars to be put in service in FY 2017. The current cost for this train for the additional three months is cost-neutral, as the FY 2015 budget had funding for leased railcars which was not spent and covers the cost of the additional three months of service.

4. Commonwealth formula funding for operations of $9.0 million was received in FY 2015. As noted above, the State may further revise the FY 2015 SYIP and the award may be less. In light of this, operating funds are reduced to $8.7 million in FY 2016.

5. Commonwealth capital funding is currently projected at a match rate of either 16% of the total costs, if federal funding is available at the 80% match rate or one of the three funding tiers of 68%, 34% or 17% of gross project costs, regardless of the amounts of federal funding assigned to the project. The most significant state capital funding request is for the purchase of nine expansion rail cars, which is based on first tier state funding of 68% or $16.1 million. Since the remaining projects have an 80% federal match, state funding is estimated at 16%, with the minimum local contribution of 4%. Additionally, the fiscal cliff after FY 2018 remains an issue. Staff will continue to monitor the situation.

6. For the FY 2015 budget, DRPT allowed VRE to apply for multiyear agreements for track access fee reimbursement. For FY 2016, reimbursements are currently being estimated at a level similar to FY 2015, with an 84% combined rate for both federal STP funds allocated through the state and a state capital match.

7. For FY 2016 capital needs have been identified and prioritized and funding sources and methods have been considered within the available federal formula funds and existing CMAQ applications. The multi-year CIP will also include needed unfunded projects as well. The largest capital expense is completing the order of 14 expansion railcars with federal and state assistance in the amount of $23.6 million. An annual capital reserve contribution of $3 million is recommended. The last call for projects for NVTA funding covered awards to be made for both FY 2015 and FY 2016, so no additional projects will be listed for FY 2016 beyond those already submitted for funding.

8. Contract increases in access fee expenses of 4% will occur for CSX. Norfolk Southern and Amtrak contract increases are based on changes to the AAR, a nationally published index of railroad costs. Currently, Norfolk Southern and Amtrak increases are budgeted at 5%. The bulk of the Keolis contract costs increase by the annual change to the CPI.

9. Fuel expenses of $5.7 million are budgeted based on a per gallon cost of $3.50. Because the cost of fuel also impacts the fuel tax revenue which many of the jurisdictions use as the source of funding for the VRE subsidy, a revised fuel tax projection for the PRTC jurisdictions will be prepared in the fall.

10. VRE staff recommends adding five FTE employees to various departments. As VRE has grown in size and complexity and as external regulatory and performance requirements have increased, staff resources have not kept pace. The additional recommended positions are as follows:

• Budget and Finance – Financial Analyst • Procurement and Contract Administration – Senior Contract Specialist • Communication and Information Technology – Senior Manager of IT • Safety and Security – Security Specialist • Program Development – Project Planner

More detail on these positions will be provided as part of the presentation at the Board meeting. The preliminary cost of the five positions is $585k. The budget also includes funds for the rental of supplementary office space.

An additional three FTE employees are recommended in Equipment Operations to replace current contract positions. This change will be cost neutral.

• Manager of Warehouse and Inventory • Inventory Control Administrator • Inventory Control Specialist

The major significant changes in the FY 2016 proposed budget compared to the adopted FY 2015 budget are as follows, including those issues discussed in more detail above:

Revenue: • $400k increase in Fare Revenue due to a combination of projected level ridership on current trains and the addition of a full year of the Fredericksburg line train • $4.6M decrease in Other Sources. Budget includes $945k of one-time funds from the FY 2014 surplus for the local match for the nine railcars. • $3.6 million decrease in federal and state subsidies. Total budget of $33.8 million is broken out as follows: o $8.5 million decrease in federal and $5.5 million increase in state subsidies for capital projects, including Rolling Stock (nine railcars), Facilities Infrastructure, Equipment Storage, second platform for Lorton, HEP Overhauls, and Equipment Life Cycle Maintenance

Program. The large increase in State funding is directly related to the acquisition of the nine railcars, as noted above o $1.6 million decrease in the state operating subsidy to reflect a slight decrease to the FY 2015 award of $9.0 million o $519k increase in the state and $707k increase in the federal subsidy for access fees due primarily to the additional three months of the Fredericksburg line train and AAR/CPI increases o $240k decrease in State Step-Up ticket assistance (no further grant funds available) • $1.2 million decrease in use of reserves. $2.0 million was budgeted in FY 2015 for potential mobilization costs associated with the operations and maintenance contract. In FY 2016 funding, reserves from prior years are used for $840k of one-time operating expenses.

Operating and capital expenses: • $1.9 million decrease in combined costs for insurance/contribution to reserve/mobilization based on the overall increase to the size of the budget between the two budget years offset by the deleted mobilization costs • $445k decrease in Passenger Support Services (PSS) as the department has been merged with Operations and Communications, which has a $436k increase • $633k increase in Program Development due to implementation of the System Plan • $622k increase in Facilities Maintenance due to the addition of the Spotsylvania station, contractual cost increases, and additional office space costs in Alexandria • $139k net decrease to the Equipment Operations budget. Repairs and Maintenance increased by $775k due to the ongoing license fees and other operating costs associated with the required implementation of Positive Train Control (PTC). These costs were offset by $821k in savings compared to the FY 2015 budget because the decision was made not to lease rail cars for the additional Fredericksburg line train. An increase of $589k to the Amtrak budget is for mid-day services, pending the outcome of discussions on the new contract. • $1.2 million increase to the Train Operations/Maintenance of Equipment budget, including both the contractual increase based on the change to the CPI, the new maintenance service contract and the addition of the final three months budget for the six car Fredericksburg train • $1.1 million increase in track access (Amtrak, CSX, and NS) due to contractual obligations and the full year cost of the six car Fredericksburg train

• $8.2 million decrease in capital projects. Total capital budget is projected at $38.2 million. Projects include: o $6.9 million for facilities infrastructure o $23.6 million for rolling stock – nine railcars o $1.9 million for equipment storage o $2.6 million for equipment life cycle maintenance o $100k for security enhancements o $100k for transit enhancements o $3.0 million for the second year of a recommended annual contribution to the capital reserve

FISCAL IMPACT – FY 2016 BUDGET:

Additional draft budgets will be formulated during the fall and reviewed with the CAO Budget Task Force resulting in a balanced budget by December 2015.

Attached are the following:

• FY 2016 Key Budget Issues • FY 2016 Sources and Use • FY 2016 Summary Budget

Virginia Railway Express Operations Board

Resolution 9A-09-2014

Referral of Preliminary FY 2016 VRE Operating and Capital Budget to the Commissions

WHEREAS, the VRE Master Agreement requires the Commissions be presented with a preliminary fiscal year budget for consideration at their respective September meetings prior to the commencement of the subject fiscal year; and,

WHEREAS, the VRE Chief Executive Officer has provided the VRE Operations Board with the preliminary FY 2016 Operating and Capital Budget.

NOW, THEREFORE, BE IT RESOLVED THAT, the VRE Operations Board refers the preliminary FY 2016 VRE Operating and Capital Budget to the Commissions for their consideration; and,

BE IT FURTHER RESOLVED THAT, the VRE Operations Board recommends that the budget be forwarded to the jurisdictions for further formal review and comment; and,

BE IT FURTHER RESOLVED THAT, VRE staff is directed to consider and address comments by the jurisdictions and to forward a final recommended budget to the VRE Operations Board at the December 2014 meeting for consideration and referral to the Commissions for adoption in January 2015.

Approved this 19th day of September 2014

______Paul Milde Chairman ______Gary Skinner Secretary

FY 2016 Key Budget Issues

The key issues described below apply to the development of the FY 2016 Budget and CIP and to the six-year financial plan, which provides a consolidated financial projection over a multi-year time frame.

Key Issue #1: Level of service: Some trains are at or over 100% capacity and the addition of the Spotsylvania station and parking facility will result in increased ridership.

An additional Fredericksburg train scheduled to begin service in FY 2015 was added in order to mitigate the overcrowding and the capacity issues at stations further up the line to some extent; the full year cost of this additional service will be included in the FY 2016 operating budget. A plan to purchase 14 expansion railcars was approved by the Operations Board in January 2014. The first five cars were funded in the FY 2015 Budget with the intention of including the remaining nine cars in FY 2016. The additional cars along with related infrastructure improvements to stations and storage yards will allow for the lengthening of existing peak trains and the conversion of a “deadhead” train on the Manassas line to revenue service after FY 2016.

Key Issue #2: Maintenance of VRE Assets: Federal formula funds devoted to maintaining transit assets in a “State of Good Repair” are expected to provide the ongoing capital cost of maintaining VRE assets over their life-cycle.

The federal priority under MAP-21 of maintaining transit systems in a “State of Good Repair” has been included in the current versions of the next transportation authorization. So long as the formula funding available to VRE continues at the projected level (see information on federal funding below) the funds to adequately maintain equipment and facilities will be available from this source. An asset management strategy for facilities will be completed during FY 2015, which will be used to refine the costs included in the FY 2016 Budget and CIP. In accordance with the already completed asset management strategy for VRE’s rolling stock, construction of the new maintenance facility will be finished during FY 2016 and the costs of the life-cycle maintenance program for equipment will continue to be reflected in the CIP.

Key Issue #3: Contract renewal with Amtrak: VRE’s current five-year contract with Amtrak expires at the end of FY 2015.

Discussions have begun on the new contract with Amtrak which will be reflected in the FY 2016 operating budget and CIP. The new contract will incorporate the requirements of the Passenger Rail Investment and Improvement Act (PRIIA) for

the calculation of access fees. (This change will actually be implemented in October 2014 for the last year of the current contract). The cost of mid-day storage at Ivy City will be part of the negotiation of the new contract. In addition, funding for the development of alternative storage sites for VRE equipment will be incorporated into the FY 2016 Budget and CIP and the six-year financial plan.

Key Issue #4: Capital improvements to support the VRE System Plan: Capital improvements needed to meet the expected demand for VRE service and to increase railroad infrastructure capacity in the VRE service territory require the identification and commitment of funds beyond those currently available to VRE.

During FY 2014 the Operations Board and Commissions endorsed the VRE System Plan, which provides for the logical, incremental expansion of VRE infrastructure and service. The improvements needed for Phase 1 of the Plan were linked to the CIP for the period FY 2015 through FY 2020. Although funding was identified for a number of these improvements, many other projects were left unfunded. In addition, the creation of a schedule for the construction of a third mainline track in the CSX territory may increase the need for additional funding sources within the six-year CIP currently under development. This issue will be addressed in more detail at a Capital Committee meeting in September. A financial planning effort related to the VRE System Plan will be included in this discussion.

NVTA regional funding is available on a discretionary basis for certain VRE capital projects, but only for those located within the NVTA jurisdictions, which has created an imbalance of funding sources within VRE.

Key Issue #5: Capital reserve: VRE needs to develop a target level for the capital reserve.

For the last several years, VRE has maintained a capital reserve in order to take advantage of discretionary state and federal grants that require a local match; to fund smaller capital projects and/or those for which grant funds are unavailable; and to benefit from the cost efficiencies of early advancement of certain projects. Prior to FY 2015, the capital reserve was funded solely through surplus funds at year-end and proceeds from the sale of older rolling stock. The FY 2015 budget and six-year forecast included an annual contribution from current revenue of $3 million in order to provide a larger and more stable source of funds for the current purposes and to provide funding to advance complex system investments beyond Phase 1 of the System Plan. The $3 million annual contribution level was pegged, in part, to the additional funds available from the retirement of the outstanding tax- exempt bonds, with the understanding that a target level for the capital reserve would be developed based on the further refinement of the System Plan.

Key Issue #6: VRE staffing and office space: VRE needs the staff resources necessary to operate and administer the commuter rail system safely, efficiently and in compliance with all federal and state requirements.

Since inception, the administration and oversight of the commuter rail system has been accomplished by a relatively small permanent staff, supplemented at times with assistance on a contract or temporary basis. As the system itself has grown and developed, along with internal and external requirements, the staff level has not kept pace. As a result, the FY 2016 budget is expected to include the need for additional staff resources, along with the need for additional office space since the current offices in Alexandria are fully utilized. Early implementation of some of the proposals may be requested at budget adoption in December.

Key Issue #7: Jurisdictional subsidy: The VRE service must be supported within the confines of jurisdictional budget constraints.

Subsidy increases or decreases in FY 2016 and future years will be evaluated based on system requirements, changes to state and federal funding levels and the jurisdiction’s ability to contribute using fuel tax revenue or other sources of funding. The FY 2015 six-year financial forecast projected a subsidy increase for FY 2016. However, VRE will work with jurisdictional staff on formulating future subsidy levels and will make every effort to identify alternative sources of funding.

Key Issue #8: Fare increases: An appropriate balance is needed between the levels of service necessary to meet customer needs and competitive pricing for that service.

VRE has had two fare increases in the last five fiscal years (FY 2013 and FY 2014). These have been necessary to maintain the level of service without being excessive in cost to the rider. Fare increases will be evaluated as the budget process continues, with consideration given to market factors, system funding needs, commuter benefit levels, comparison to relevant indices, and a preference for biennial increases. The FY 2015 six-year financial forecast projected a fare increase for FY 2016. In the event a fare increase is warranted, staff will attempt to hold the increase to 5% or less.

FY16 Sources and Use

Leases 16,690,000 Amtrak 6,390,000 LEVEL OF SERVICE FOR FY16 34 trains 19,600 average daily riders - NS 3,340,000 Total Access Fees 16,690,000 CSX 6,960,000 Total 16,690,000

SOURCES OF FUNDS |------STATE ------| |------FEDERAL------| USES OF FUNDS FARE LOCAL OTHER OTHER STATE STATE STATE INCOME INTEREST MISC SUBSIDY SOURCES SOURCES OPERATING CAPITAL STP 5307/5337 OTHER TOTAL

Operating Expenses 77,399,150 37,300,000 20,000 165,000 15,834,550 840,000 0 8,700,000 3,171,100 10,848,500 520,000 77,399,150

Non-Operating Expenses:

Operating Reserve 688,000 688,000 688,000 Debt Svc (Gallery IV) (11 Cabcars) 1,931,357 77,254 309,017 1,545,086 1,931,357 Debt Svc 60 Railcars (Local) 110,442 110,442 110,442 Debt Svc 60 Railcars (Fed/State/Local) 4,673,071 186,923 747,691 3,738,457 4,673,071 Non-Operating Summary 7,402,870 0 0 0 1,062,619 0 0 1,056,708 0 5,283,542 0 7,402,870

Total Expenses (Subtotal) 84,802,020 37,300,000 20,000 165,000 16,897,169 840,000 0 8,700,000 4,227,808 10,848,500 5,803,542 0 84,802,020

Capital Projects:

Facilities Infrastructure 6,945,000 277,800 1,111,200 5,556,000 6,945,000 0 0 0 0 0 0 0 0 0 0 Rolling Stock (Nine Railcars)* 23,625,000 0 945,000 16,065,000 6,615,000 23,625,000 Equipment Storage 1,881,000 75,240 300,960 1,504,800 1,881,000 Life Cycle Maintenance 2,550,000 102,000 408,000 2,040,000 2,550,000 0 0 0 0 0 Security Enhancements 100,000 4,000 16,000 80,000 100,000 Transit Enhancements 100,000 4,000 16,000 80,000 100,000 0 0 0 0 0 0 Capital Reserve Contribution 3,000,000 3,000,000 3,000,000 Capital Project Summary 38,201,000 0 0 0 3,463,040 945,000 0 0 17,917,160 0 15,875,800 0 38,201,000

CMAQ 0 0 0 0 0 0 0 0 0 0 0 - CMAQ Summary 0 0 0 0 0 0 0 0 0 0 0 0 0

TOTAL 123,003,020 37,300,000 20,000 165,000 20,360,209 1,785,000 0 8,700,000 22,144,968 10,848,500 21,679,342 0 123,003,020

FY15 subsidy 16,428,800 *Other source is from the FY14 surplus surplus (deficit) (3,931,409) Soft Capital Projects Program Funding Federal Amt State Amt Debt Service 11 Cabcars 1,931,357 5337 1,545,086 309,017 Access lease funding 16,690,000 SSTP/State 10,848,500 3,171,100 Local only Debt Service 60 Railcars 110,442 - - Fed/State/LoDebt Service 60 Railcars 4,673,071 5337 3,738,457 747,691 Grant & Project Management 300,000 5307 240,000 - Grant & Project Management 350,000 5337 280,000 - Subtotal 24,054,870 4,227,808 Capital Projects/Earmarks 38,201,000 15,875,800 17,917,160 Federal Cap Program 62,255,870 32,527,842 22,144,968 FY16 Summary Proposed Budget

GL Account FY15 Operating FY15 Capital FY16 Operating FY16 Capital Changes % Chg Revenue:

Fare Revenue 36,900,000 37,300,000 400,000 1% Miscellaneous Revenue 165,000 165,000 - 0% Jurisdictional Subsidy 12,305,000 4,123,800 12,965,760 3,463,040 - 0% Other Sources - 5,508,800 - 945,000 (4,563,800) -83% Federal/State Subsidy 30,194,301 36,777,400 29,579,851 33,792,960 (3,598,890) -5% Operating/Capital Reserves 2,000,000 - 840,000 - (1,160,000) -58% Interest Income 15,300 20,000 4,700 31%

Total Revenue 81,579,601 46,410,000 80,870,611 38,201,000 (8,917,990)

Operating/Non-Operating Expenses:

Insurance/Reserve/Mobilization 8,136,152 6,224,000 (1,912,152) -24% Executive Management 887,000 1,070,000 183,000 21% Passenger Support Services 445,100 - (445,100) -100% Chief of Staff/Public Affairs 441,000 565,000 124,000 28% Marketing 450,000 426,200 (23,800) -5% Program Development 950,125 1,583,000 632,875 67% Operations and Communications 1,611,250 2,047,250 436,000 27% Budget and Finance 2,808,500 3,116,000 307,500 11% Communication and Information Technology 1,159,500 1,537,000 377,500 33% Engineering and Construction 844,500 723,800 (120,700) -14% Facilities Maintenance 3,695,000 4,316,900 621,900 17% Procurement 353,500 459,000 105,500 30% Equipment Operations 11,836,250 11,697,500 (138,750) -1% Safety, Security, and Emergency Preparedness 586,300 830,500 244,200 42% PRTC 104,000 104,000 - 0% NVTC 80,000 80,000 - 0% Train Operations/Maintenance of Equipment 20,241,112 21,395,000 1,153,888 6% Amtrak 4,582,942 5,172,000 589,058 13% Amtrak Access Fees 6,000,000 6,390,000 390,000 6% Norfolk Southern Access Fees 3,210,000 3,340,000 130,000 4% CSX Access Fees 6,392,500 6,960,000 567,500 9% - Total Operating/Non-Operating Expenses 74,814,731 - 78,037,150 - 3,222,419

CIP Expenditures 46,410,000 38,201,000 (8,209,000) Debt Service/Allowance for Doubtful Accts 6,764,870 6,764,870 -

Total CIP and Other Expenditures 6,764,870 46,410,000 6,764,870 38,201,000 (8,209,000)

Grand Total Expenses 81,579,601 46,410,000 84,802,020 38,201,000 (4,986,581)

Difference by Fund - - (3,931,409) - (3,931,409)

Total Difference - (3,931,409) (3,931,409)

Agenda Item 9-B Action Item

To: Chairman Milde and the VRE Operations Board

From: Doug Allen

Date: September 19, 2014

Re: Authorization to Increase Amount for General Engineering Consulting VI Contract

Recommendation:

The VRE Operations Board is asked to increase the authorization for General Engineering Consulting VI Contract task order projects by $500,000 to total accumulated value of $5,500,000.

Background:

VRE uses General Engineering Consulting (GEC) contracts to provide on-call engineering, planning, environmental and construction support services. VRE has found the use of GEC contracts to be more efficient than completing numerous, separate procurements. GEC contracts help VRE access specialized skills and expertise from consultants as an extension of staff on an as-needed basis. GEC contracts are not intended to address all projects and separate procurements will continue to be issued using the RFP process when appropriate.

VRE has used a succession of GEC contracts over the years, each awarded to multiple offerors in order to promote competition and allow tasks to be assigned based of specific areas of expertise and qualifications. The VRE Operations Board approved the current GEC contract (GEC VI) in March 2013, for a period of up to five

years or an accumulative value of $5,000,000. GEC VI was awarded to five consulting firms: AECOM, Gannett Fleming, Michael Baker Associates, Parsons Brinkerhoff, and STV/Ralph Whitehead.

GEC VI is rapidly approaching its $5,000,000 authorization limit after only 19 months of activity. As of August 2014, about $4,433,000 (89 percent) of the current authorization for GEC VI had been allocated to 23 task order assignments, leaving $567,000 of the original authorization available for new task orders. With the addition of task orders currently pending, the GEC VI authorization is expected to be full committed by the end of October.

Actions have been initiated to procure new GEC contracts, but uninterrupted access to a GEC contract is needed to progress on several important and/or timely projects. Procurement and legal counsel advise it is permissible to increase the accumulated value authorized. Based on the recent rate of task order commitments, amending the GEC VI contract to increase its authorization limit by $500,000 to an accumulated value of $5,500,000 is recommended to provide sufficient GEC capacity until new contracts can awarded.

Fiscal Impact:

There is no fiscal impact associated with the increase of authority. Funding for individual task orders would be drawn from federal, state and/or local funds defined for specific projects in the VRE operating and capital budgets.

Virginia Railway Express Operations Board

Resolution 9B-09-2014

Authorization to Increase Amount for General Engineering Consulting VI Contract

WHEREAS, it is the experience of VRE that General Engineering Consulting (GEC) Contracts are an efficient and cost-effective means of performing engineering, planning, environmental and construction related activities required for a limited duration or needed in a timely manner on an as-needed basis; and,

WHEREAS, the VRE Operations Board approved the current GEC Contract (GEC VI) on March 15, 2013, for a period not to exceed five-years up to an authorization limit of $5,000,000; and,

WHEREAS, it is projected that the task order commitments under GEC VI will reach the contract’s present authorization limits before procurement of a new GEC contract can be completed; and,

WHEREAS, an interruption in GEC services would likely delay progress on several important and/or timely projects.

NOW, THEREFORE, BE IT RESOLVED THAT, the VRE Operations Board does hereby authorize the VRE Chief Executive Officer to amend the current contract for General Engineering Consultant services to increase the authorization limitation for task order projects by $500,000 to total accumulated value of $5,500,000.

Approved this 19th day of September, 2014

______Paul Milde Chairman ______Gary Skinner Secretary

Agenda Item 9-C Action Item

To: Chairman Milde and the VRE Operations Board

From: Doug Allen

Date: September 19, 2014

Re: Authorization to Issue a Request for Proposals for General Planning Consulting I Contract for Project Development Services

Recommendation:

The VRE Operations Board is asked to authorize the Chief Executive Officer to issue a Request for Proposals (RFP) for General Planning Consulting services to support project development.

Background:

VRE has used General Engineering Consulting (GEC) contracts to provide on-call engineering, planning, environmental and construction support services. VRE has found the use of GEC contracts to be more efficient than completing numerous, separate procurements. GEC contracts help VRE access specialized skills and expertise from consultants as an extension of staff on an as-needed basis. GEC contracts are not intended as the procurement mechanism for all projects and separate procurements will continue to be issued using the RFP process when appropriate.

VRE has used a succession of GEC contracts over the years; each awarded to

multiple offerors in order to promote competition and allow tasks to be assigned based on specific areas of expertise and qualifications. The current GEC contract (GEC VI) is rapidly approaching its authorization limit and is expected to be fully committed by the end of October.

VRE staff recommends dividing future work between two contracts (GPC I for project development services and GEC VII for project implementation services related to construction) in order to provide a broader and more specific assignment of consultant services.

GPC I will encompass a number of services in support of initial stages of VRE project development to facilitate implementation of the VRE System Plan 2040 and other operational support needs. Work will be distributed and managed through task orders aligned with the following sample categories:

1. Concept Development Studies 9. Strategic Planning Services 2. Fare Collection Services 10. System Planning Services 3. Grant Support Services 11. Asset Management Services 4. Operations Planning Services 12. IT/Telecommunications Services 5. Project Management Services 13. Project and Document 6. Public Outreach Services Administration 7. Shop & Yard Planning Services 14. Training & Operational Support 8. Station Planning Services

The GPC I contract will be awarded to multiple firms to promote competition and allow tasks to be assigned based on areas of best expertise and qualifications. GPC I will be used to provide general services in support of non-construction related projects for a period of up to five years (one base year with four options for renewal) or an accumulated value of authorized projects not to exceed $5,000,000. After proposals have been received and evaluated through a competitive process, VRE staff will return to the Operations Board with a recommendation for award.

Fiscal Impact:

There is no fiscal impact associated with the issuance of this solicitation. Funding for individual task orders would be drawn from federal, state and/or local funds defined for specific projects in the VRE operating and capital budgets.

Virginia Railway Express Operations Board

Resolution 9C-09-2014

Authorization to Issue a Request for Proposals for General Planning Consulting I Contract for Project Development Services

WHEREAS, a competitive procurement for a new contract to support non- construction related projects must be initiated in order to avoid interruption or delay to several important and/or timely projects related to the System Plan 2040.

NOW, THEREFORE, BE IT RESOLVED THAT, the VRE Operations Board does hereby authorize the VRE Chief Executive Officer to issue a Request for Proposals (RFP) for a new General Planning Consulting services to support project development activities (GPC I) for up to five-years or an accumulated value of authorized projects not to exceed $5,000,000.

Approved this 19th day of September, 2014

______Paul Milde Chairman ______Gary Skinner Secretary

Agenda Item 9-D Action Item

To: Chairman Milde and the VRE Operations Board

From: Doug Allen

Date: September 19, 2014

Re: Authorization to Issue a Request for Proposals for General Engineering Consulting VII Contract for Project Implementation Services

Recommendation:

The VRE Operations Board is asked to authorize the Chief Executive Officer to issue a Request for Proposals (RFP) for General Engineering Consulting services to support project implementation related to construction.

Background:

VRE has used a succession of GEC contracts over the years, each awarded to

multiple offerors in order to promote competition and allow tasks to be assigned based of specific areas of expertise and qualifications. The current GEC contract (GEC-VI) is rapidly approaching its authorization limit and is expected to be fully committed by the end of October.

VRE staff recommends dividing future work between two contracts (GPC-I for planning and project development services and GEC-VII for project implementation services related to construction in order to provide a broader and more specific assignment of consultant services.

GEC-VII will encompass a number of engineering and construction services projects in support of the initial stages of the VRE System Plan 2040 as well as the state-of- good repair maintenance projects. Work will be distributed and managed through task orders aligned with the following sample categories:

1. Construction Management Services 2. Design Services (Shops & Yards) 3. Design Services (Stations) 4. Design Services (Track) 5. Design Services (Communication & Signals) 6. Program Management Services 7. Real Estate Services

The GEC VII contract will be awarded to multiple firms to promote competition and allow tasks to be assigned based on areas of best expertise and qualifications. GEC- VII will be used to procure architectural and professional services in support of construction related projects for a five year term (one base year with four options for renewal) or an accumulated value of authorized projects not to exceed $500,000 per year. After proposals have been procured and evaluated through a competitive bidding process, VRE staff will return to the Operations Board with a recommendation for award.

Fiscal Impact:

Virginia Railway Express Operations Board

Resolution 9D-09-2014

Authorization to Issue a Request for Proposals for General Engineering Consulting VII Contract for Project Implementation Services

WHEREAS, it is the experience of VRE that General Engineering Consultant (GEC) Contracts are an efficient and cost-effective means of performing engineering, planning, environmental and construction related activities required for a limited duration or needed in a timely manner on an as-needed basis; and,

WHEREAS, a competitive procurement for a new contract to support construction related projects must be initiated in order to avoid interruption or delay to several important and/or timely projects related to the System Plan 2040.

NOW, THEREFORE, BE IT RESOLVED THAT, the VRE Operations Board does hereby authorize the VRE Chief Executive Officer to issue a Request for Proposals (RFP) for a new General Engineering Consulting services to support engineering and construction activities (GEC VII) for up to five-years or an accumulated value of authorized projects not to exceed $500,000 per year.

Approved this 19th day of September, 2014

______Paul Milde Chairman ______Gary Skinner Secretary

Agenda Item 9-E Action Item

To: Chairman Milde and the VRE Operations Board

From: Doug Allen

Date: September 19, 2014

Re: Authorization to Issue an Invitation for Bids for Consolidated Security Alarm and Access System Monitoring and Maintenance Services

Recommendation:

The VRE Operations Board is being asked to authorize the Chief Executive Officer to issue an Invitation for Bids (IFB) for the purchase of services consolidating the monitoring and maintenance of VRE’s security alarm and access control system for a period of a base year and two (2) option years.

Background:

Currently, VRE is utilizing the services of multiple contractors to monitor all security alarms for fire and intrusion detection and for the maintenance and repair of all equipment related to these systems. The scope of work for the IFB consolidates system monitoring and maintenance services for all security alarm and security access control functions at all VRE facilities into one contract. The consolidation of these monitoring and maintenance services will provide a single point of contact and allow for quicker response times and increased reliability of the security systems critical in the daily operations at VRE.

Upon receipt of the bids, VRE will return to the Board with authorization to award the contract.

Fiscal Impact:

There is no fiscal impact associated with the issuance of this solicitation. Funding is provided for in the current budget for Facilities and Information Technology. Funding for future years will be included in each proposed annual budget.

Virginia Railway Express Operations Board

Resolution 9E-09-2014

Authorization to Issue an Invitation for Bids for Consolidated Security Alarm and Access System Monitoring and Maintenance Services

WHEREAS, VRE installed fire and intrusion alarm systems and security access control systems at all VRE facilities; and,

WHEREAS, the monitoring and maintenance services for these security-related systems are being provided by multiple contractors causing slight delays and inefficiencies in response times; and,

WHEREAS, the consolidation of monitoring these services through a single contractor will allow quicker response times, and consistencies in the delivery of services in a more efficient manner; and,

WHEREAS, the utilization of a single contractor to maintain all equipment that are related to these services will provide increased reliability to all of VRE’s security- related systems.

NOW, THEREFORE, BE IT RESOLVED THAT, the VRE Operations Board does hereby authorize the Chief Executive Officer issue an Invitation for Bids (IFB) for the purchase of services consolidating the monitoring and maintenance of VRE’s security alarm and access control system for a period of a base year and two (2) option years.

Approved this 19th day of September, 2014

______Paul Milde Chairman ______Gary Skinner Secretary

Agenda Item 9-F Action Item

To: Chairman Milde and the VRE Operations Board

From: Doug Allen

Date: September 19, 2014

Re: Authorization to Amend the Contract for Passenger Railcars

Recommendation:

The VRE Operations Board is being asked to recommend the Commissions authorize the Chief Executive Officer to amend the contract with Sumitomo Corporation of America (SCOA) to place an option order for five additional railcars and increase the contract by $10,545,200, from $36,045,714, plus a contingency of $527,260, for a total amount not to exceed $47,118,174.

Background:

Purchase of Replacement Railcars: In April 2011, the VRE Operations Board approved a funding plan, developed in conjunction with DRPT, for the purchase of fifteen (15) new railcars to replace the remaining twenty legacy gallery railcars still in VRE service. Only fifteen new railcars are needed to replace the twenty legacy railcars primarily due to reduced maintenance cycles of the new cars and reduced spare ratios required by a standardized fleet. The cost of the fifteen railcars was estimated at $36 million, or $2.4 million per railcar, including contingency and engineering oversight costs.

In May 2011, the VRE Operations Board authorized the issuance of an RFP for the purchase of the railcars. On July 1, 2011, an RFP was issued for a base order of eight

(8) railcars with an option for up to forty-two railcars. The base order had to be limited to eight railcars due to the schedule for receiving federal formula funds.

Responses to the RFP were due on September 1, 2011, and VRE received one response from

Sumitomo Corporation of America. The railcars proposed by SCOA are the same as those currently in VRE service with the exception of minor design changes required by new safety standards. The proposed price for the railcars exceeded the available funding primarily due to significant increases in the cost of rolled and stainless steel used in the construction of the frame and car shell. The funding plan was revised to $42.8 million for the fifteen cars, and additional funds were identified by both DRPT and VRE.

In January of 2012, the VRE Operations Board authorized a Contract with SCOA for the base order of eight (8) new railcars. In March of 2012, a Contract was executed and a Notice To Proceed (NTP) was issued.

In November of 2013, the VRE Operations Board authorized a Contract Amendment for the option order of seven (7) new railcars. In December of 2013, a Contract Amendment was executed and a Notice To Proceed (NTP) was issued. In December of 2013, the Operations Board adopted the revised FY2014 VRE Operating and Capital Budget and the recommended FY2015 VRE Operating and Capital Budget. The Operations Board referred both to the Commissions for their consideration and referral to the jurisdictions. In January of 2014, a revised funding plan for fourteen (14) expansion railcars was presented to the VRE Operations board as shown below. The purpose of the revised funding plan was to address the eventual decision not to use NVTA funds for the purchase of expansion railcars.

Budget Revised Funding Plan Funding Source FY 14 - FY15 FY 14 - FY 16 Variance Federal formula funds -5307 3,278,400 9,895,000 6,616,600 State Mass Transit funds 7,808,200 24,990,000 17,181,800 NVTA regional funds 19,800,000 - (19,800,000) Jurisdictional funds 3,508,800 - (3,508,800) VRE - subsidy match/cap res 467,600 1,865,000 1,397,400 TOTAL 34,863,000 36,750,000 1,887,000

NOTES: • Total costs are expected to increase by $1.9M because of the later purchase of the cars. • VRE funds are a combination of the routine match to federal funds and a contribution from the capital reserve of $452K and $614K in FY 14 and FY 15, respectively.

The revised funding plan was approved by the Commissions on February 13, 2014, for subsequent consideration and approval by the jurisdictions. The revised funding plan has been incorporated into the FY2015 Operating and Capital Budget. This proposed action is for the first five (5) new railcars. Once authorized, the new cars will be delivered in twenty-four (24) to thirty (30) months from Notice To Proceed (NTP). These new railcars are for expansion.

Fiscal Impact:

The table below identifies the project costs and funding sources, for the five (5) new railcars. The table includes both the cost of the purchase of the railcars and the required oversight work. A separate action item will be submitted for Operations Board approval for the engineering oversight work.

Project Cost Description Cost Cost for five (5) Option Cars 10,545,200 Contingency – SCOA 527,260 Engineering Oversight 781,250 Contingency - Oversight 39,062 Total: $11,892,772

Funding Sources – Based on Project Costs Source Amount Federal Formula Funds – 5307 3,280,000 State Mass Transit Funds * 8,087,085 VRE 525,687 Total: $11,892,772 * Includes State controlled Federal funds.

Virginia Railway Express Operations Board

Resolution 9F-09-2014

Authorization to Amend the Contract for Passenger Railcars

WHEREAS, in March of 2012 VRE executed a Contract with Sumitomo Corporation of America for a base order of eight new passenger railcars with an option for forty- two additional passenger railcars; and,

WHEREAS, in December of 2013, VRE executed a Contract Amendment for seven option passenger railcars to complete the replacement of the legacy gallery car fleet; and,

WHEREAS, the purchase of five option railcars will allow VRE to expand capacity and add ridership; and,

WHEREAS, VRE has identified the funding sources to purchase the additional five railcars.

NOW, THEREFORE, BE IT RESOLVED THAT, the VRE Operations Board does hereby recommend the Commissions authorize the Chief Executive Officer to amend the contract with Sumitomo Corporation of America (SCOA) to place an option order for five additional railcars and increase the contract by $10,545,200, from $36,045,714, plus a contingency of $527,260, for a total amount not to exceed $47,118,174.

Approved this 19th day of September, 2014

______Paul Milde Chairman ______Gary Skinner Secretary

Agenda Item 9-G Action Item

To: Chairman Milde and the VRE Operations Board

From: Doug Allen

Date: September 19, 2014

Re: Authorization to Issue a Request for Proposals for Engineering and Environmental Services for a Life Cycle Maintenance Facility

Recommendation:

The VRE Operations Board is asked to authorize the Chief Executive Officer to issue a Request for Proposals (RFP) for engineering, environmental, and limited construction support services necessary to advance a Life Cycle Maintenance (LCM) Facility and associated track work.

Background:

In January 2014, the VRE Operations Board adopted a life cycle maintenance strategy for VRE rolling stock. The basis of this strategy is to maintain VRE locomotives and passenger cars at the highest level of reliability throughout the life cycle of the equipment.

In order to fully implement this strategy, VRE needs to add a new building fully dedicated to LCM activities (such as removal, repair and reinstallation of main engines, head end power units, trucks , car bodies, main generators, auxiliary generators, traction motors, etc.) along with associated track work. The current Crossroads Maintenance and Storage Facility (MSF) in Spotsylvania County VA is

properly situated with respect to operation and has sufficient property available to accommodate the planned LCM facilities.

The scope of work for this RFP includes the full range of preliminary engineering, final design and environmental screening services necessary for developing contract documents for competitive bidding, as well as limited engineering support services during construction. It will encompass a new pre-fabricated building to house LCM activities along with associated track work to be constructed in the general proximity of the south end of the Crossroads MSF property.

Upon receipt of the bids, VRE will return to the Board with authorization to award the contract.

Fiscal Impact:

Funding for the project is provided in the FY2015 Budget and approved Capital Improvement Plan through Federal Section 5307 funding with state and local match.

Virginia Railway Express Operations Board

Resolution 9G-09-2014

Authorization to Issue a Request for Proposals for Engineering and Environmental Services for a Life Cycle Maintenance Facility

WHEREAS, the VRE Operations Board in January 2014 resolved that VRE adopt a life cycle maintenance strategy in order to maintain its locomotives and passenger cars at the highest level of reliability; and,

WHEREAS, a new building and associated track work is required to accommodate life cycle maintenance activities; and,

WHEREAS, the current Crossroads Maintenance and Storage Facility has sufficient property available and is appropriately situated to accommodate a new life cycle maintenance building and associated track work; and,

WHEREAS, funds for the engineering and environmental services necessary to advance a life cycle maintenance facility are available through the VRE capital budget.

NOW, THEREFORE, BE IT RESOLVED THAT, the VRE Operations Board does hereby authorize the VRE Chief Operating Officer to issue a Request for Proposals for engineering, environmental, and limited construction support services necessary to advance a Life Cycle Maintenance (LCM) Facility and associated track work.

Approved this 19th day of September, 2014

______Paul Milde Chairman ______Gary Skinner Secretary

Agenda Item 9-H Action Item

To: Chairman Milde and the VRE Operations Board

From: Doug Allen

Date: September 19, 2014

Re: Authorization to Amend the Contract for Auditing Services

Recommendation:

The VRE Operations Board is being asked to authorize the Chief Executive Officer to amend the contract with PBMares, LLP for auditing services to increase the not to exceed contract value by $20,000 from $347,525 to $367,525 for the seven-year term of the contract, including option periods.

Background:

In February 2008, NVTC issued a Request for Proposals for the provision of financial auditing services for NVTC and VRE, with the intention of each organization entering into a separate contract with the selected auditor. Proposals were evaluated by a selection committee made up of financial staff from NVTC, VRE, PRTC and DRPT, and PBGH (now PBMares, LLP) was selected in April 2008, after concurrence by VRE’s Audit and Finance Committee. In accordance with the best practices recommended by the Government Finance Officers Association, the term of the contract was for three years with options to extend for up to four additional years. The final year of the current contract is for the audit of VRE’s FY 2014 financial statements, currently in process.

The contract price was based on a fixed amount of $44,000 for the annual financial audit with increases in subsequent years of approximately 3.5%. Under the contract, additional fees for other required or requested services were to be negotiated based on specified hourly rates; the approved contract amount did not include contingency for these costs.

During the term of the contract, additional fees were agreed to in the total amount of $14,455 for the following purposes:

• Conducting procedures at VRE under the federal Single Audit Act for FY 2008 - $4,000. • Assisting in responses to accounting issues raised by the FTA during a Financial Management Oversight review – FY 2009/FY 2010 - $2,700 • Special examination report as requested by the Operations Board – FY 2012/FY 2013 - $7,755

In addition, some additional fees may be incurred in the current fiscal year as the result of new requirements for testing the data that underlies the information provided by the Virginia Retirement System.

As a result, authorization is requested to increase the contract value by $20,000.

Fiscal Impact:

The bulk of the additional costs were incurred during the years in which the work was completed and were covered by cost savings in other areas.

Virginia Railway Express Operations Board

Resolution 9H-09-2014

Authorization to Amend the Contract for Auditing Services

WHEREAS, in April 2008 VRE executed a contract with PBGH (now PBMares, LLP) for financial auditing services for an initial three years with options to extend to up to four additional years in an amount not to exceed $347,525; and,

WHEREAS, the contract provided for the negotiation of additional fees for other required or requested services based on specified hourly rates; and,

WHEREAS, other services have been performed during the contract term in the total amount of $14,455 and additional services may be required during the final contract year.

NOW, THEREFORE, BE IT RESOLVED THAT, the VRE Operations Board does hereby authorize the Chief Executive Officer to amend the contract with PBMares by increasing the not to exceed contract value by $20,000 from $347,525 to $367,525 for the seven-year term of the contract.

Approved this 19th day of September, 2014

______Paul Milde Chairman ______Gary Skinner Secretary

Agenda Item 9-I Action Item

To: Chairman Milde and the VRE Operations Board

From: Doug Allen

Date: September 19, 2014

Re: Authorization to Award a Contract for Marketing and Advertising Services

Recommendation:

The VRE Operations Board is being asked to authorize the Chief Executive Officer to execute a contract with Pulsar Advertising of Washington, D.C. for marketing, advertising, public relations and web design services for one year base term and four option years to be exercised at the Chief Executive Officer’s discretion, in an amount not to exceed $1,680,000 for the total five (5) year term beginning October 1, 2014.

Background:

As VRE trains are at capacity and parking is at a premium at most VRE stations, VRE’s requirements for an advertising agency differ from historical efforts such as encouraging new ridership. The scope of services for marketing efforts include branding VRE in an effort to improve recognition and support; developing and implementing marketing campaigns; producing marketing materials such as rider’s guides, schedules, posters, etc.; media buying; re-designing our website and integrating improved social media linkages; and potentially developing smart phone applications. These integrated efforts will allow us to effectively communicate with riders, promote services to the public and influence opinion leaders in securing new sources of non-fare revenue.

The VRE Operations Board approved requests to issue a Request for Proposals (RFP) for Website Design Services on September 20, 2013 and for Marketing and Advertising Services on April 18, 2014; but because marketing agencies’ expertise now regularly includes website design, these procurements were combined to ensure cohesive branding.

Since there are different approaches to the scope of work, an evaluation of technical merit is required. Specifically, the requirements of the RFP are unique because it requires a firm with demonstrated creativity and experienced personnel, and we need to understand how the firm will approach, develop and process the work to achieve desired goals. Therefore, other factors must be evaluated in addition to price.

A mailing list of fifty - three (53) prospective offerors was established for the solicitation to ensure access to adequate sources of services. On June 23, 2014, an RFP was issued and Proposals were received on August 7, 2014. Ten (10) responses were received. Evaluation of the Proposals received was performed by the Technical Evaluation Team (TET), which consisted of three (3) VRE staff members.

The TET met to discuss and evaluate the Proposals using the following criteria:

A. Demonstrated understanding of the scope of services and RFP requirements and methodology for satisfying the requirements and goals of VRE.

B. Demonstrated plan to meet the scope of services requirements.

C. Demonstrated experience of the firm in transit or civil construction programs.

D. Demonstrated experience of key personnel relevant to project management on similar contracts of this type and magnitude.

E. Level of creativity, graphic quality, effective copy, originality as documented by creative materials and portfolio samples.

F. Price and value of cost proposal.

Interviews were conducted with the four (4) highest ranked offerors. Following the interview process, it was determined that the Proposal from Pulsar Advertising was technically compliant and unanimously selected to be the best value for the project.

Final Ranking of Offerors

Offerors

1. Pulsar Advertising, Washington, D.C.

2. R&R Partners, Washington, D.C.

3. LMO Advertising, Arlington, VA

4. Williams Whittle, Alexandria, VA

5. Qorvis MSL Group, LLC of Washington, D.C.

6. PadillaCRT of Richmond, VA

7. Vintage Juice Brand Marketing of Alexandria, VA

8. Blaize Events & Media, Inc. of Virginia Beach, VA

9. Fuseideas, LLC of Winchester, MA

10. White of Herndon, VA

Sparky’s Garage previously performed services for VRE from July 1, 2011 to September 30, 2014 under a contract. Pulsar’s pricing is approximately 10 percent less than the contract cost estimate. The Contract will be for a base period of three (3) years with the option to extend for two (2) additional one-year periods with the CEO exercising the option years at his discretion. The contract shall term shall not exceed five (5) years.

Fiscal Impact:

The current budget for Marketing includes funding of $324,000 for the remainder of FY15. Funding for future years will be included in each proposed budget.

Virginia Railway Express Operations Board

Resolution 9I-09-2014

Authorization to Award a Contract for Marketing and Advertising Services

WHEREAS, on September 20, 2013 the VRE Operations Board authorized the Chief Executive Officer to issue an RFP for web design services; and,

WHEREAS, on April 18, 2014, the VRE Operations Board authorized the Chief Executive Officer to issue an RFP for marketing, advertising and public relations services; and,

WHEREAS, an RFP for the services referenced above was issued on June 23, 2014 and on August 7, 2014, ten proposals were received; and,

WHEREAS, VRE staff reviewed the proposals, interviewed the top four firms, and queried references; and,

WHEREAS, following this process, a recommendation for award is being made to Pulsar Advertising.

NOW, THEREFORE, BE IT RESOLVED THAT, the VRE Operations Board does hereby authorize the Chief Executive Officer to execute a contract with Pulsar Advertising for marketing, advertising, public relations and web design services in an amount not to exceed $1,680,000 for the total five (5) year term beginning October 1, 2014.

Approved this 19th day of September, 2014

______Paul Milde Chairman ______Gary Skinner Secretary

Agenda Item 9-J Action Item

To: Chairman Milde and the VRE Operations Board

From: Doug Allen

Date: September 19, 2014

Re: Authorization to Amend the VRE Tariff Replacing the Two-Ride Ticket with a Day Pass and Making Other Administrative Edits

Recommendation:

The VRE Operations Board is being asked to authorize the Chief Executive Officer to amend the VRE tariff replacing the Two-Ride ticket in the current fare structure with a Day Pass and make minor administrative edits to clarify and update sections dealing with System Safety and Security.

Background:

The current Two-Ride ticket was originally introduced as a means for allowing passengers to make a single purchase of two one-way rides for round-trip travel on a given day. The price of the ticket was not discounted, simply twice the cost of a similar Single-Ride Ticket. The benefit was that passengers could purchase and hold only one ticket, instead of one ticket for each ride. This has led to confusion regarding the need to validate the two-ride ticket prior to each ride. Many passengers mistakenly believe that as a “round-trip” ticket, they only need to validate one time in the morning. To eliminate this confusion, the Operations Board is being asked to authorize VRE to replace the Two-Ride ticket with a Day Pass. The Day Pass would be priced the same, but would only need to be validated one time, prior to the first ride. The pass would expire at midnight on the day validated.

In addition to amending the VRE tariff to reflect this change, authorization is requested to make edits to clarify and update other areas of the tariff dealing with System Safety and Security. A redlined version of the tariff, showing these changes is attached, as well as a clean copy with the changes incorporated.

Fiscal Impact There is no fiscal impact.

Virginia Railway Express Operations Board

Resolution 9J-09-2014

Authorization to Amend the VRE Tariff Replacing the Two-Ride Ticket with a Day Pass and Making Other Administrative Edits

WHEREAS, the current Two-Ride Ticket has caused some confusion for our riders; and,

WHEREAS, Management believes switching to a Day Pass will alleviate the confusion caused by the Two-Ride Ticket; and,

WHEREAS, A Tariff change is required for VRE to discontinue the Two-Ride Ticket and replace it with a Day Pass; and,

WHEREAS, other minor administrative edits to the VRE Tariff are needed to clarify and update language in the tariff dealing with System Safety and Security.

NOW, THEREFORE, BE IT RESOLVED THAT, the VRE Operations Board authorizes the Chief Executive Officer to amend VRE’s Tariff to discontinue the Two-Ride Ticket and replace it with a Day Pass; and,

BE IT FURTHER RESOLVED THAT, the VRE Operations Board does hereby authorize the Chief Executive Officer to revise the tariff to include other administrative changes clarifying and updating language dealing with System Safety and Security.

Approved this 19th day of September, 2014

______Paul Milde Chairman ______Gary Skinner Secretary

PASSENGER TARIFF of the VIRGINIA RAILWAY EXPRESS

Revenue Rules, Regulations and Fares Governing Operation of the Manassas Line and Fredericksburg Line Service Routes

EFFECTIVE DATE: July 1, 1995 REVISED: May 17, 1996 REVISED: August 22, 1997 REVISED: December 19, 1997 REVISED: November 21, 2003 REVISED: June 29, 2008 REVISED: October 5, 2009 REVISED: May 19, 2010 REVISED: January 3, 2011 REVISED: May 2, 2011 REVISED: July 1, 2012 REVISED: April 26, 2013 REVISED: September 19, 2014

TABLE OF CONTENTS

DESCRIPTION PAGE

1.0 DEFINITIONS 6-8 01.01.00 BASE FARE 01.02.00 CONTINUOUS TRAVEL 01.03.00 DISCOUNTED FARE 01.04.00 EXPULSION FROM TRAIN SERVICE 01.05.00 FARE EXEMPT PASSENGER 01.06.00 FARE EVASION 01.07.00 FARE ZONE 01.07.01 INNER FARE ZONE 01.07.02 OUTER FARE ZONE 01.07.03 DESTINATION FARE ZONE 01.07.04 ORIGINATION FARE ZONE 01.08.00 FARE ZONE INCREMENT 01.09.00 FULL FARE 01.010.00 NON REVENUE TRAINS (Deadheads) 01.011.00 NON FARE-EXEMPT PASSENGER 01.012.00 OUT OF ZONE 01.013.00 OUTER FARE ZONE DISCOUNT 01.014.00 PERSONS WITH DISABILITIES 01.015.00 REVENUE TRAIN SERVICE 01.016.00 SENIOR CITIZENS 01.017.00 SERVICE ROUTE 01.017.01 FREDERICKSBURG LINE 01.017.02 MANASSAS LINE 01.018.00 SERVICE TIMETABLE 01.018.01 SERVICE DAY 01.019.00 SPECIAL TRAIN 01.020.00 STOP OVER 01.021.00 TICKET 01.022.00 TRANSIT LINK CARD (TLC) 01.023.00 UNDER RIDE 01.024.00 VALIDATION OF TICKETS 01.025.00 RAILCAR VESTIBULE 01.026.00 TRAIN SERVICE PERSONNEL 01.027.00 VRE AUTHORIZED PERSONNEL 01.028.00 VIRGINIA RAILWAY EXPRESS 01.029.00 VRE 01.030.00 YOUTH 2

TABLE OF CONTENTS (cont’d) PAGE 2.0 CLASSES OF TICKETS 8-10 02.01.00 SINGLE RIDE 02.01.0002.02.00 DAY PASS 02.02.0002.03.00 TEN-RIDE TICKET 02.03.0002.04.00 FIVE-DAY PASS 02.04.0002.05.00 TRANSIT LINK CARD (TLC) 02.05.0002.06.00 MONTHLY TICKET 02.06.0002.07.00 AMTRAK STEP-UP TICKET 02.07.0002.08.00 SENIOR CITIZENSREDUCED FARE TICKET 02.08.00 PERSONS WITH DISABILITIES TICKET 02.09.00 YOUTH FARE TICKET 02.010.0002.09.00 GROUP TICKETS 02.011.0002.010.00 FREE RIDE CERTIFICATES

3.0 PURCHASING OF TICKETS 10-12 03.01.00 NO ON-BOARD TICKET SALES 03.02.00 TICKET VENDING MACHINES 03.03.00 AUTHORIZED OFF-SITE SALES LOCATIONS 03.04.00 TICKETS BY MAIL

4.0 ON-BOARD INSPECTIONS, FARE EVASION AND PENALTIES 11-13 04.01.00 REQUIRED POSSESSION OF VALID TICKET 04.02.00 DISPLAY AND PRESENTATION OF TICKETS 04.03.00 INSPECTION OF TICKETS 04.04.00 REQUIREMENT TO PRODUCE IDENTIFICATION 04.05.00 FARE EVASION PENALTY 04.06.00 ADJUDICATION OF SUMMONSES 04.07.00 MONTHLY TICKET VIOLATION GRACE PERIOD

5.0 GENERAL TICKET AND TRAVEL REGULATIONS 13-15 05.01.00 EXPIRATION OF TICKETS 05.02.00 TICKET REFUNDS 05.03.00 SERVICE DISRUPTION “FREE RIDE” CERTIFICATES 05.04.00 TRANSFERABILITY OF TICKETS 05.05.00 ALTERATIONS, ERASURES AND FORFEITURES 05.06.00 LOST, STOLEN OR DESTROYED TICKETS 05.07.00 STOP-OVERS 05.08.00 WEEKEND HOLIDAY SERVICE

4 TABLE OF CONTENTS (cont’d) PAGE 6.0 VRE AND CONTRACT CARRIER RIGHTS RESERVED 15-16 06.01.00 RESPONSIBILITY OF VRE AND CONTRACT CARRIER 06.02.00 REFUSAL OF PASSAGE 06.03.00 SEATING 06.04.00 SCHEDULE REVISIONS 06.05.00 STOPS 06.06.00 TRANSFERRING OF PASSENGERS

7.0 BAGGAGE AND PARCELS 16 07.01.00 PERMITTED ITEMS 07.02.00 CHECKED BAGGAGE 07.03.00 UNATTENDED BAGGAGE

8.0 SMOKING POLICY FOR TRAINS AND PREMISES 16-17 08.01.00 NO SMOKING ON VRE TRAINS 08.02.00 NO SMOKING AT INDOOR VRE STATION FACILITIES 08.03.00 NO SMOKING IN DESIGNATED “NO SMOKING” AREAS AT VRE STATION FACILITIES

9.0 FOOD AND BEVERAGES 17 09.01.00 PERMITTED ITEMS 09.02.00 DISPOSAL OF REFUSE

10.0 ANIMALS AND PETS 17 10.01.00 SERVICE ANIMALS FOR PERSONS WITH DISABILITIES 10.02.00 PETS AND OTHER ANIMALS

11.0 USE OF PORTABLE ELECTRONIC DEVICES (INCLUDING CAMERAS)RADIOS AND OTHER AUDIO DEVICES 17 11.01.00 USE OF PORTABLE ELECTRONIC DEVICESRADIOS AND OTHER AUDIO DEVICES

12.0 OBSERVANCE OF INSTRUCTIONS ISSUED BY 17 TRAIN SERVICE AND EMERGENCY PERSONNEL 12.01.00 OBSERVANCE OF INSTRUCTIONS ISSUED BY TRAIN SERVICE AND EMERGENCY PERSONNEL

13.0 BOARDING AND DETRAINING REGULATIONS 18 13.01.00 BOARDING AND DETRAINING MOVING TRAINS

14.0 STATIONS AND FACILITIES 18 14.01.00 NO LOITERING OR TRESPASSING 14.02.00 POSTING OF BILLS 14.03.00 CONTRAVENTION OF INSTRUCTIONS 5 14.04.00 SALE OF MERCHANDISE AND SOLICITING TABLE OF CONTENTS (cont’d) PAGE 14.05.00 LITTERING AND TRASH DISPOSAL 18

15.0 ACCESSIBILITY FOR PERSONS WITH DISABILITIES 18 15.01.00 ACCESS TO STATIONS AND FACILITIES FOR PERSONS WITH DISABILITIES 15.02.00 ACCESS TO VRE TRAINS FOR PERSONS WITH DISABILITIES

16.0 LOST AND FOUND 19 16.01.00 RETRIEVAL OF LOST PROPERTY

17.0 BICYCLES 19 17.01.00 COLLAPSIBLE BICYCLES 17.02.00 FULL SIZE BICYCLES

18.0 AMENDMENTS TO TARIFF 20 18.01.00 AMENDMENTS TO TARIFF 18.02.00 PUBLIC HEARINGS FOR PROPOSED TARIFF AMENDMENT

19.0 PUBLIC INSPECTION OF TARIFF 20 19.01.00 AVAILABILITY OF TARIFF FOR PUBLIC INSPECTION

APPENDICES

APPENDIX I SYSTEM MAP WITH FARE ZONES APPENDIX II FULL FARE MATRIX APPENDIX III DISCOUNTED FARE MATRIX

6 1.0 DEFINITIONS

01.01.00 BASE FARE – Established at $5.8055, the Single-ride, full fare for travel within one inner fare zone. Because all regular VRE fares are rounded up to the nearest $.05, the cost of one Single-ride, full fare journey between Union Station (Zone 1) and L’Enfant (Zone 1) is $5.8055. 01.02.00 CONTINUOUS TRAVEL – Travel on a single train or the minimum number of trains headed in one direction necessary for the passenger to reach his or her final destination. 01.03.00 DISCOUNTED FARE – A fare offered for travel between any particular pairing of origin and destination fare zones which is reduced from the full fare for equivalent travel. 01.04.00 EXPULSION FROM TRAIN SERVICE – VRE, at its discretion, may temporarily remove or permanently ban individuals from using the service. Reasons for banning include, but are not limited to: threats or inappropriate behavior against train personnel or passengers on board, more than one fare evasion summons in a calendar year, bringing a banned substance onto the train, or flagrant violation of VRE rules that either endanger the individual or others. Banned individuals would be provided with a banning notice detailing the reason and the length of the expulsion. Once banned, individuals found using the service could be reported to the appropriate authorities as a trespasser and prosecuted as such. 01.05.00 FARE-EXEMPT PASSENGER – Any passenger who, in lieu of a ticket, has a VRE authorized fare exempt pass or a specially issued ticket from VRE. Fare-exempt passengers include and are limited to 1) train and engine crew members engaged in or traveling to and/or from a VRE work assignment; 2) maintenance of equipment employees engaged in or traveling to and/or from a VRE work assignment; 3) transportation, maintenance and claims supervisors engaged in or traveling to and/or from a VRE work assignment; 4) commissioners and staff from the Commissions and the VRE Operations Group engaged in or traveling to and/or from a VRE work assignment; 5) representatives from the freight railroads engaged in inspection of the VRE operation or territory; 6) uniformed federal, state, and local law enforcement officers; 7) non- uniformed federal state and local law enforcement officers who are part of VRE’s Undercover Security Program; 8) children ten years old and under accompanied by a fare paying adult; 9) an attendant accompanying a disabled passenger in possession of a disability attendant ID; 10) trainers of service animals for persons with disabilities when engaged in training activities. 01.06.00 FARE EVASION – As provided in Section 18.2-160.1 Virginia Ccode the failure, refusal or inability of a Non Fare-Exempt passenger to display a valid ticket on board a VRE train when requested to do so by Train Service Personnel, VRE authorized personnel, or law enforcement officers. 01.07.00 FARE ZONE – A numbered, geographical region of a service route used to determine fares for travel to stations falling within that region. VRE fare zones are concentric from Union Station with Zone 1 encompassing the stations falling within the District of Columbia. Zone 2 begins at Crystal City. Zones 2 – 9 are segmented at approximately 7-mile increments. 7 01.07.01 INNER FARE ZONE – Includes Fare Zones 1 and 2. 01.07.02 OUTER FARE ZONE – Includes Fare Zones 3, 4, 5, 6, 7, 8 and 9. 01.07.03 DESTINATION FARE ZONE – The Fare Zone indicated on the face of a passenger’s ticket at which the passenger is required to disembark. 01.07.04 ORIGINATION FARE ZONE – The Fare Zone that applies to the station where a passenger boards. 01.08.00 FARE ZONE INCREMENT – Established at $.62, the amount added to the base fare for each additional fare zone traveled (i.e., cost of one, full fare journey between Crystal City (Zone 2) and Union Station (Zone 1) is $6.455.35 (Base Fare) plus $.62 (one Fare Zone Increment) = $5.977.07, rounded up to the nearest $.05 = $6.007.10). 01.09.00 FULL FARE – The basic cost of a Single-ride fare for travel between any origin and destination. 01.010.00 NON-REVENUE TRAINS (Dead-heads) – Scheduled and non-scheduled train movements required for transportation of equipment to maintenance, layover and turnaround facilities. These trains are not available to the public. 01.011.00 NON FARE-EXEMPT PASSENGER – Any passenger required to present a valid ticket for transportation on a VRE train. Fare-exempt passengers are not included in this category. 01.012.00 OUT OF ZONE – When a passenger boards or disembarks at a station beyond the zone indicated on his or her ticket. 01.013.00 OUTER FARE ZONE DISCOUNT – Applied to ticket prices for travel between stations in Outer Fare Zones (Fare Zone 3, 4, 5, 6, 7, 8 and 9), regardless of trip length. The Outer Fare Zone Discount is equal to four (4) times the Fare Zone Increment currently in effect. 01.014.00 PERSONS WITH DISABILITIES – Persons with physical or mental impairments that substantially limit one or more of the major life activities as defined by American With Disabilities Act and that prevents them from using mass transit effectively without special planning, design, or accomodations. 01.015.00 REVENUE TRAIN SERVICE – Train service available to the public for which passengers are required to purchase tickets for transportation. 01.016.00 SENIOR CITIZENS – Persons age 65 or older. 01.017.00 SERVICE ROUTE – The station stops and connecting track found on the Fredericksburg and the Manassas Line. Attached to this document is a diagram showing the VRE station stops. 01.017.01 FREDERICKSBURG LINE – The line that runs between Fredericksburg and Washington Union Station. Stations include: Fredericksburg, Leeland Road, Brooke, Quantico, Rippon, Woodbridge, Lorton, Franconia/Springfield, Alexandria, Crystal City, L’Enfant and Union Station. 01.017.02 MANASSAS LINE – The line that runs between Broad Run (Manassas) and Washington Union Station. Stations include: Broad Run/Airport, Manassas, Manassas Park, Burke Centre,

8 Rolling Road, Backlick Road, Alexandria, Crystal City, L’Enfant and Union Station. 01.018.00 SERVICE TIMETABLE – Scheduled times at which VRE train service operates. 01.018.01 SERVICE DAY – A day during which commuter service is operated. 01.019.00 SPECIAL TRAIN – Train service provided for tourist excursions and/or chartered travel. At the discretion of VRE, fares may or may not be charged. 01.020.00 STOP-OVER – Interruption of a trip by a passenger where he or she disembarks at a station prior to his or her final destination station with the intention to continue his or her travel on another train to his or her final destination station. 01.021.00 TICKET – Proof of payment for transportation, subject to validation, that has specific information printed on authorized VRE ticket stock. 01.022.00 TRANSIT LINK CARD (TLC) – A joint fare card good for travel on both VRE and Metro for one calendar month. 01.023.00 UNDER-RIDE – When a passenger boards or disembarks at a station within the zones indicated on his or her ticket. 01.024.00 VALIDATION OF TICKETS – The activity required which makes a ticket valid for transportation on VRE. Free Ride Certificates, Single-Ride, Two-Ride and Ten-Ride tickets must be date and time stamped at any VRE ticket machine located at a VRE station entrance area no more than 60 minutes prior to boarding. The ticket must be inserted into the ticket vending machine (TVM) in the manner indicated on the ticket and on the validation machine. Two-Ride and Ten-Ride tickets must be validated once for each passenger using the ticket on a particular train. Day Passes and Five-Day Passes must be validated just prior to first use. To validate a monthly or TLC ticket, a passenger must print their name on the ticket in the space provided. Amtrak Step-Up tickets do not require validation. 01.025.00 RAILCAR VESTIBULE – The entrance area at the end or center of a railcar between the enclosed passenger compartment and the exterior loading door. 01.026.00 TRAIN SERVICE PERSONNEL – Conductors, Assistant Conductors, Engineers and Managers engaged in VRE work assignments. 01.027.00 VRE AUTHORIZED PERSONNEL - Persons employed by VRE or Keolis that are engaged in official VRE business. 01.028.00 VIRGINIA RAILWAY EXPRESS – The commuter rail service owned and operated by the Northern Virginia Transportation Commission and the Potomac and Rappahannock Transportation Commission. 01.029.00 VRE – Abbreviation for “Virginia Railway Express.” 01.030.00 YOUTH – Persons age 11-18 years. 2.0 CLASSES OF TICKETS

02.01.00 SINGLE-RIDE/TWO-RIDE TICKET – Full-fare ticket good for Single- Ride or Two-Ride between points of origin and destination located within 9 and between the Fare Zone pairing indicated on the face of the ticket. Ticket must be validated once for each person using the ticket each way. Tickets expire 1 year from purchase date. Formatted: Indent: Left: 1.25", No bullets or 02.02.00 DAY PASS – Full-fare ticket good for unlimited travel for one (1) VRE numbering, Tab stops: Not at 1.25" service day from activation between the points of origin and destination located within and between the Fare Zone pairing indicated on the face of the ticket. Only one passenger at a time can travel on the pass. Tickets expire 1 year from purchase date. 02.01.00 Formatted: Indent: Left: 1.25", No bullets or numbering, Tab stops: Not at 1.25" 02.02.0002.03.00 TEN-RIDE TICKET – Multiple ride ticket good for ten (10) individual single-rides between points of origin and destination located within and between the Fare Zone pairing indicated on the face of the ticket. More than one passenger may travel on the ticket. Ticket must be validated once for each person using the ticket. Cost equals the price of ten (10) Single-Ride tickets for the same zone pairing, minus 8 percent. Ten- Ride ticket prices are rounded to the nearest $.10. Tickets expire 1 year from purchase date.

02.03.0002.04.00 FIVE-DAY PASS – Multiple ride ticket good for unlimited travel for five (5) consecutive VRE service days from activation between the points of origin and destination located within and between the Fare Zone pairing indicated on the face of the ticket. Only one passenger at a time can travel on the pass. Cost equals the price of ten (10) Single- ride tickets for the same zone pairing, minus 20 percent. Five day pass prices are rounded up to the nearest $.05. Passes not validated expire 1 year from purchase date.

02.04.0002.05.00 TRANSIT LINK CARD (TLC) – A joint VRE/WMATA fare card that allows unlimited travel on VRE and Metrorail for one calendar month. A TLC pass is valid on VRE through the end of the first operating, non- holiday business day of the month after the month indicated on the back of the ticket. Tickets are priced between Zone 1 and the passenger’s origination zone plus $11008.00 for the Metrorail fare.

02.05.0002.06.00 MONTHLY TICKET – Multiple ride ticket good for unlimited travel between points of origin and destination located within and between the Fare Zone pairing indicated on the face of the ticket for the calendar month and year indicated on the face of the ticket. A monthly ticket is valid through the end of the first operating, non-holiday business day of the month after the month indicated on the back of the ticket. Only the passenger whose name appears on the back of the ticket may travel on it. Cost equals the price of forty-two (42) Single-Ride tickets for the same zone pairing, minus 34%. Monthly ticket prices are rounded to the nearest $.10.

02.06.0002.07.00 AMTRAK STEP-UP TICKET – An upgrade ticket that must be used in conjunction with multi-ride VRE tickets (Monthly, TLC, Ten-Ride, or Five- Day) for one-way travel on select Amtrak trains. Only one passenger allowed per Step-Uup ticket. No validation is required of the Step-Up ticket. It is collected when Amtrak conductor checks primary VRE ticket for validation. Cost is $3.00. Tickets expire 1 year from purchase date. 10

02.07.0002.08.00 SENIOR CITIZENSREDUCED FARE TICKET – A discounted Single-ride, Two-RideDay Pass, Five-Dday Pass, Ten-Ride or Monthly ticket, sold at a rate of 50% (rounded down to the nearest $.05) off the full fare. These tickets are good only on regularly scheduled VRE operated trains and are available to senior citizens age 65 and older at the time of the ticket purchase, persons with disabilities, and persons age 11-18. Discounted fare tickets are available at VRE ticket vendors, located at Fredericksburg, Leeland Road, Quantico, Woodbridge, Broad Run, Franconia/Springfield, Alexandria, Crystal City, L’Enfant, and Union Station. Seniors can prove eligibility with any valid photo ID that shows their birth date or a Medicare card. Identification for passengers with disabilities shall consist of a Reduced Fare ID issued by VRE. Youths ages 11-18 must have a VRE issued Youth Fare ID in order to purchase tickets. Parents can purchase tickets for the youth only if the youth is present with the ID or through CommuterDirect after registering the youth’s information. ID must be carried on train and produced for Train Personnel upon request. Tickets expire 1 year from purchase date, except Monthly tickets which are valid for the calendar month indicated on the face of the ticket.

02.08.00 PERSONS WITH DISABILITIES TICKET – A discounted Single-ride, Two-Ride, Five-Day, Ten-Ride or Monthly ticket, sold at a rate of 50% (rounded down to the nearest $.05) off the full fare. These tickets are good only on regularly scheduled VRE operated trains and are available to persons with disabilities. Discounted fare tickets are available vendors located at Quantico, Woodbridge, Broad Run, Franconia/Springfield, Alexandria, Crystal City, L’Enfant, and Union Station. Identification for passengers with disabilities shall consist of a disabled identification card issued by VRE or a Medicare card. ID must be carried on train and produced for Train Personnel upon request. Tickets expire 1 year from purchase date, except Monthly tickets which are valid for the calendar month indicated on the face of the ticket.

02.09.00 YOUTH FARE TICKET – A discounted Single-ride, Round-trip, Five- Day, Ten-Trip, or Monthly ticket, sold at a rate of 50% (rounded down to the nearest $.05) off the full fare, to persons age 11-18. These tickets are good only on regularly scheduled VRE operated trains. Discounted fare tickets are available only at vendors located at Quantico, Woodbridge, Broad Run, Franconia/Springfield, Alexandria, Crystal City, L’Enfant, and Union Station. Youths ages 11-18 must have a VRE issued Youth Fare ID in order to purchase tickets. Parents can purchase tickets for the youth only if the youth is present with the ID or through CommuterDirect after registering the youth’s information. ID must be carried on train and produced for Train Personnel upon request. Tickets expire 1 year from purchase date, except Monthly tickets which are valid for the calendar month indicated on the face of the ticket.

02.010.0002.09.00 GROUP TICKETS – Discounted sSpecial tickets issued to groups of ten (10) or more passengers traveling together. Group tickets can be used only on the day and on the particular trains for which they are requested. Cost of tickets sold under to a group discount equals the Single-Ride fareTen-Trip Ticket rate price minus 50 percent and 11 rounded up to the nearest $.05 for those groups willing to comply with our scheduling recommendations. For those groups that cannot comply with our scheduling recommendations, each person in the group will be charged at the Single Ride Ticket rate. Group ticket sales do not qualify for VRE’s “Free Ride Certificate” program. These tickets can only be sold through the VRE office and must be requested at least two (2) weeks prior to travel date.

02.011.0002.010.00 FREE RIDE CERTIFICATE – Promotional ticket valid on any VRE revenue service train for one (1) one-way trip between any two stations on the VRE system. Ticket must be validated prior to use in the ticket validation machine on the station platform. Free ride certificates will expire on the date printed on the ticket.

3.0 PURCHASING OF TICKETS

03.01.00 NO ON-BOARD TICKET SALES – Tickets will not be sold on-board VRE trains at any time. Passengers are required to purchase and validate tickets prior to boarding trains.

03.02.00 TICKET VENDING MACHINES – Full fare Single-Ride, Two-RideDay Pass, Ten-Ride, Amtrak Step-Up, Five-Day Pass, Monthly, and Monthly Amtrak Step-Up tickets, can be purchased at ticket vending machines located in station entrance areas at all VRE stations. All ticket vending machines accept Visa, MasterCard, Discover, American Express and bank debit cards only. No cash or coin is accepted by or contained in the machines. Single-Ride, Two-RideDay Pass, Five-Day Pass, Ten- Ride, and Amtrak Step-Up tickets can be purchased at any time. Monthly tickets for a particular calendar month will be sold from the tenth (10th) calendar day of the previous month through the ninth (9th) calendar day of the effective month.

03.03.00 AUTHORIZED VENDORS – Single-Ride, Two-RideDay Pass, Ten- Ride, Five-Day Pass, Monthly, TLC, Amtrak Step-Up and discounted tickets are available for purchase from authorized locations. Single- Ride, Two-RideDay Pass, Five-Day Pass, Ten-Ride, and Amtrak Step- Up tickets can be purchased at any time from the ticket vending machines at the stations. Monthly and TLC tickets for a particular calendar month will be sold from the tenth (10th) calendar day of the previous month through the ninth (9th) calendar day of the effective month. Most vendors will accept cash, electronic SmartBenefits Vouchers and credit and debit cards. At their option and expense, vendors may accept checks for ticket purchases. Single-Ride, Two- RideDay Pass, Five-Day Pass, Ten-Ride, TLC and Monthly ticket sales at VRE authorized vendor locations can be purchased for any Fare Zone combination.

03.04.00 TICKETS BY MAIL AND VIA THE WEB – Single-Ride, Two-RideDay Pass, Five-Day Pass, Ten-Ride, TLC and Monthly tickets can be purchased by mail and via the web. Single-Ride, Two-RideDay Pass, Five-Day, and Ten-Ride tickets can be purchased any time. TLC and Monthly tickets for a particular calendar month will be sold from the tenth (10th) calendar day of the previous month through the ninth (9th) calendar day of the effective month. Payment can be in the form of a 12 personal check, cashier’s check, money order, or through submission of a valid MasterCard, Visa, American Express, and Discover account number. Electronic SmartBenefits Vouchers will be accepted with mail orders as full or partial payment for tickets purchased. Ticket by mail requests must be submitted to:

Commuter Direct PO Box 12176 Arlington VA 22219 Phone: (703) 228-RIDE http://www.commuterdirect.com

4.0 ON-BOARD INSPECTION, FARE EVASION AND PENALTIES

04.01.00 REQUIRED POSSESSION OF VALID TICKET – Pursuant to Sec. 18.2- 160.1 Virginia Code Annotated, all Non Fare-Exempt Passengers are required to purchase and validate a ticket prior to boarding a VRE train and be in possession of a valid ticket at all times when on-board a VRE train.

04.02.00 DISPLAY AND PRESENTATION OF TICKETS – Passengers must be prepared to present a ticket when requested to do so by Train Service Personnel. If a passenger is traveling on a Single-Ride, Two-Ride or Ten-Ride ticket in the physical possession of another passenger on the same train, he or she must stay in the immediate proximity of that passenger for the duration of travel. Only one passenger at a time may travel on a Monthly, TLC, Day Pass, or Five-Day ticket Pass and they are non-transferable.

04.03.00 INSPECTION OF TICKETS – Train Service Personnel will inspect tickets randomly and at various locations to verify that passengers are in possession of valid tickets. Tickets inspections are at the discretion of the conductor. Conductors may also request to see the ID’s used to purchase reduced fare tickets.

04.04.00 REQUIREMENT TO PRODUCE IDENTIFICATION – Non Fare-Exempt Passengers who refuse or who are unable to produce a valid ticket will be asked by Train Service Personnel to produce (for the purpose of issuing a summons) valid personal identification, including name and current address. Passengers who cannot or will not produce personal identification when requested to do so are subject to being evicted from the train at the next station stop or being remanded to the custody of the proper authorities.

04.05.00 FARE EVASION PENALTIES – Pursuant to the Sec. 18.2-160.1 Virginia Code Annotated, Non Fare-Exempt Passengers without a valid ticket are subject to a fine of $100 plus court costs for civil infractions and up tono less than $500 and/or jail time for serious offenses (i.e. Fraudulent tickets) that are considered Class 2 misdemeanors. Train Service Personnel are empowered by law to act as conservators of the peace and shall issue a summons to a passenger observed in the act of fare evasion.

13 04.06.00 ADJUDICATION OF SUMMONSES – The Commonwealth’s Attorney for the City of Alexandria shall prosecute Summonses issued by Train Service Personnel for fare evasion offenses. Summonses shall be adjudicated according to the policies and procedures dictated by the General District Court, and, upon appeal, by the Circuit Court.

04.07.00 MONTHLY TICKET VIOLATION GRACE PERIOD – A passenger who is issued a summons by Train Service Personnel may, with discretion of the Commonwealth Attorney, have the summons waived if they are able to supply proof that he or she is the owner of a valid Monthly ticket or TLC pass purchased prior to the issuance of the summons. Upon issuing the summons, Train Service Personnel shall inquire as to whether the summons recipient claims to own a valid Monthly ticket or TLC pass at the time the summons was issued, but does not have it in his or her possession. If the response is affirmative, the recipient shall be issued instructions on how to supply evidence of ownership in order to have the summons waived. Evidence of ownership submitted shall include a photocopy of the passenger’s Monthly ticket or TLC pass valid for the date and train cited on the summons and mention of the place, method and approximate timeproof of purchase. Proof must be submitted by the passenger via certified facsimile, mail or in person within three business days of the receipt of the summons by the passenger to:

Virginia Railway Express 1500 King St., Suite 202 Alexandria, VA 22314-2730

VRE will review the proof and may examine its records of sales to assist in that determination and may recommend to the Commonwealth Attorney that the summons be waived.

5.0 GENERAL TICKET AND TRAVEL REGULATIONS

05.01.00 EXPIRATION OF TICKETS – Single-Ride, Two-RideDay Pass, Five- Day, Ten-Ride, and Amtrak Step-Up tickets shall expire 1 year from purchase and any remaining value shall not be refundable. Monthly tickets and TLC passes shall expire and be deemed invalid at 11:59 PM on the first operating, non-holiday business day of the month after the last day of the calendar month and year indicated on the face of the ticket.

05.02.00 TICKET REFUNDS – Single-Ride, Two-RideDay Pass, Five-Day, Ten- Ride, and Amtrak Step-Up tickets are not refundable, unless a Single- Ride or Ten-Ride ticket is mistakenly purchased with the same origin and destination fare zones from a Ticket Vending Machine (TVM). In that event, the tickets may be returned unused for a full refund at face value. Monthly tickets and TLC passes (VRE portion only) will be refunded at a redemption value determined by the calendar day of the effective month or the preceding month that the ticket is presented or postmarked for refund:

• Before effective month begins…100%

14 • Service days 1-13: Monthly ticket purchase price minus two Single-ride full fares applicable to the origin and destination zone pairing for each service day operated prior to presentation of the ticket for refund • Remainder of effective month…0% • After the effective month…0%

Refund requests must be submitted with the actual ticket in question by certified mail or in person to:

Virginia Railway Express Attn: Ticket Refunds 1500 King St., Suite 202 Alexandria, VA 22314-2730

Refunds for tickets paid for by cash, check or debit card will be issued by check. Refunds for tickets purchased by credit card will be issued through a credit to the credit card account on which the ticket was purchased. Cash refunds of tickets purchased in whole or part with SmartBenefits is not permitted. VRE reserves the right to refuse refunds that it deems, at its sole reasonable discretion, unfounded or fraudulent. The VRE Chief Executive Officer may, at his or her sole reasonable discretion, grant a ticket refund in whole or part under conditions that do not satisfy the criteria above if, in his or her judgment, extenuating circumstances are present to justify a refund in the interest of good customer relations.

05.03.00 SERVICE DISRUPTION “FREE RIDE CERTIFICATE” – A VRE passenger is entitled to receive a “Free Ride Certificate” (“FRC”) for service disruptions which: 1) Cause the passenger on the train to arrive at his or her destination station 30 or more minutes behind schedule according to the conductor’s watch. All passengers from the 30 minute late station forward are then eligible for the free ride certificate; OR 2) Requires a VRE passenger waiting on a station platform with a validated Single-Ride, Two-RideDay Pass, Five-Day, Ten- Ride, TLC or Monthly ticket to subsequently seek another method of transportation when no transportation is provided by VRE; OR 3) The passenger is travelling on a train which is annulled; OR 4) The passenger is bypassed by a train scheduled to stop at his or her station.

The crew of the delayed train will distribute “Free Ride Certificates” once the train has been declared 30 minutes late.

Passengers are responsible for requesting their FRC from one of the conductors at the time of the delay. FRC requests submitted when on- board distribution took place will not be honored. If a passenger was inconvenienced by a late, annulled, or bypassed train and did not 15 receive a FRC on a subsequent trip, then the passenger must mail or fax a copy of their VALIDATED ticket to VRE with a FRC request form found at http://www.vre.org/programs/freeride.htm indicating what train the passenger was on and his or her mailing address to:

Virginia Railway Express 1500 King Street, Suite 202 Alexandria, VA 22314 fax: 703/684-1313

A FRC will be sent out within 7-10 working days. VRE reserves the right to deny any request.

05.04.00 TRANSFERABILITY OF TICKETS – Single-Ride, Two-RideDay Pass, Five-Day, Amtrak Step-Up, and Ten-Ride tickets are transferable to persons other than the purchaser. Monthly and TLC tickets are not transferable and shall be only for the personal use of the individual whose name appears on the back of the ticket.

05.05.00 ALTERATIONS, ERASURES AND FORFEITURES – A ticket may be confiscated by Train Service Personnel if, in the reasonable judgment of such personnel, the ticket has been altered or counterfeited in any manner, or if a passenger refuses to or cannot identify himself or herself as the individual whose signature appears on a Monthly ticket in his or her possession. Persons who have their tickets confiscated are subject to a Fare Evasion summons. Confiscated tickets are not subject to refund.

05.06.00 LOST, STOLEN OR DESTROYED TICKETS – VRE is not responsible for lost, stolen, misplaced or destroyed tickets and is not obligated to replace or refund such tickets. VRE will make every reasonable effort to reunite passengers with lost tickets that fall into the possession of VRE. VRE will, at its discretion, provide replacement for lost, stolen or destroyed Monthly and TLC tickets (VRE portion only).

• Passengers are eligible for two replacement Monthly tickets during any twelve-month period, but must file a lost ticket report with VRE no less than 2 business days prior to requesting a replacement ticket. They also must be able to provide VRE with proof of purchase of thea monthly ticket; the location, date and approximate time of purchase; and the method of payment used to purchase the ticket before a replacement ticket will be issued. Only the VRE portion of TLC tickets can be replaced.

05.07.00 STOP OVERS – Stopovers are permitted when using Single-Ride, Two- RideDay Pass, Five-Day Pass andand Ten-Ride tickets as long as the journey progresses in a single, continuous direction and is completed in the same day. Monthly and TLC tickets are valid for unlimited travel on VRE revenue train service during the calendar month indicated on the face of the ticket, between the fare zones indicated on the face of the ticket, and stopovers are permitted.

05.08.00 WEEKEND AND HOLIDAY SERVICE – VRE will not normally operate service on Saturdays or Sundays, or on the following holidays: New 16 Year’s Day, Martin Luther King, Jr. Day, Presidents’ Day, Memorial Day, Independence Day, Labor Day, Columbus Day, Veterans’ Day, Thanksgiving Day and Christmas Day. Special “S” schedule service may be offered on the Friday after Thanksgiving. If service is provided, regular fares will prevail unless otherwise specified by VRE.

6.0 VRE AND CONTRACT CARRIER RIGHTS RESERVED

06.01.00 RESPONSIBILITY OF VRE AND CONTRACT CARRIERS – Neither VRE, Keolis Rail Services Virginia, CSX Transportation nor Norfolk Southern Railway, VRE’s contract carriers, assume financial responsibility for inconvenience, damage or expense resulting from errors or omissions in timetables, delayed or missed trains, missed stops, cancelled trains, failure to make connections or shortages of equipment and seats. The time of arrival at or departure from any point in VRE’s published timetables is the schedule that its operators endeavor to maintain, but it is not guaranteed and connections are not guaranteed. The above parties also assume no financial responsibility for loss or damage of passenger property at VRE facilities or on VRE trains.

06.02.00 REFUSAL OF PASSAGE – Train Service Personnel may refuse a person passage or continued passage on a VRE train if 1) a passenger who displays a firearm in the threat of or commission of a crime. 2) he or she is in possession of explosives; dangerous weapons, such as a dirk, bowie knife, switchblade knife, ballistic knife, machete, razor, slingshot, spring stick, metal knuckles, or blackjack, any flailing instrument consisting of two or more rigid parts connected in such a manner as to allow them to swing freely, which may be known as a nun chahka, nun chuck, nunchaku, shuriken, or fighting chain; any disc, of whatever configuration, having at least two points or pointed blades which is designed to be thrown or propelled and which may be known as a throwing star or oriental dart; flammable material or any other dangerous item or material; 3) he or she is apparently under the influence of drugs or alcohol; 4) his or her conduct or behavior is disorderly and disturbing to other passengers or poses a safety or security risk to passengers and/or Train Service Personnel; 5) his or her conduct is disruptive and distracting to Train Service Personnel whose primary responsibility is for the safe operation of the trains; 6) he or she is incapable of properly caring for himself or herself; or 76) any civil actions are pending against him or her by VRE (includingfor fare evasion enforcement costs).

06.03.00 SEATING – VRE does not guarantee to provide a seat to a passenger by virtue of their having purchased a ticket for passage. VRE reserves full control and discretion as to seating of passengers and the right to change such seating should it be deemed necessary at any time during the trip, provided that seating arrangements will be made without regard to race, color, sex, religion, sexual orientation, disability, national origin or age.

06.04.00 SCHEDULE REVISIONS – VRE reserves the right to modify Service Timetables without notice, but will attempt to give due public notice when and where possible. 17

06.05.00 STOPS – Trains shall be required to make stops only as provided by the Service Timetable established by VRE, except in the case of service disruptions such as track conditions, weather conditions or other conditions beyond VRE’s control or where for reasons of safety an alternate stopping place is required.

06.06.00 TRANSFERRING OF PASSENGERS – VRE reserves the right whenever circumstances require to transfer passengers from one train to another and to substitute bus or Metrorail service for train service.

7.0 BAGGAGE AND PARCELS

07.01.00 PERMITTED ITEMS – Passengers traveling on VRE trains shall be limited to luggage, parcels or objects which they can carry on and off VRE trains and which will not, in the judgment of Train Service Personnel, cause inconvenience to or unsafe conditions for other passengers.

07.02.00 CHECKED BAGGAGE SERVICE – There is no checked baggage service on VRE trains.

07.03.00 UNATTENDED BAGS – Bags that are left unattended can be viewed as security concerns. As such, they may be confiscated and not returned.

8.0 SMOKING POLICY FOR TRAINS AND PREMISES

08.01.00 NO SMOKING ON VRE TRAINS – Smoking of pipes, cigarettes, e- cigarettes, cigars or any other objects is prohibited on VRE trains at all times.

08.02.00 NO SMOKING AT INDOOR VRE STATION FACILITIES – Smoking of pipes, cigarettes, e-cigarettes, cigars or any other objects is prohibited at indoor VRE station facilities at all times.

08.03.00 NO SMOKING IN DESIGNATED “NO SMOKING” AREAS AT VRE STATION FACILITIES – Smoking of pipes, cigarettes, e-cigarettes, cigars or any other object is prohibited at all times in areas posted as No Smoking areas at all VRE stations. Smoking areas are generally designated as the 100 most northern feet of the platform.

9.0 FOOD AND BEVERAGES

09.01.00 PERMITTED ITEMS – Consumption of food and non-alcoholic beverages is permitted on VRE trains. Alcoholic beverages are not permitted on VRE trains or station platforms.

09.02.00 DISPOSAL OF REFUSE – Passengers are required to properly dispose of all wrappers, containers, refuse and unwanted reading materials which they bring on a train in receptacles located on the train or at their destination station.

10.0 ANIMALS AND PETS

18 010.01.00 SERVICE ANIMALS FOR PERSONS WITH DISABILITIES – Properly trained guide and hearing dogsguide, hearing, and assistance dogs will be permitted if the animal is on a leash or harness. Other classes of trained service animals are also permitted if they are properly restrained. Service animals may not occupy a seat.

010.02.00 PETS AND OTHER ANIMALS – Small pets not classified as guide and hearing dogs and service animals for persons with disabilities may be transported on trains, providing they are non-odoriferous and not otherwise objectionable. They must be in a closed, well-ventilated container and cannot occupy a seat.

11.0 USE OF PORTABLE ELECTRONIC DEVICES (INCLUDING CAMERAS)RADIOS AND OTHER AUDIO DEVICES

011.01.00 USE OF PORTABLE ELECTRONIC DEVICES RADIOS AND OTHER Formatted: Indent: Left: 0.25", Hanging: 1" AUDIO DEVICES – All radios, tape players, CD players, portable televisions and other audio devices must be used with a headset and the volume must be kept low such that other passengers are not disturbed. Cell phone use is permitted, but may not be used in a manner that disturbs other passengers unnecessarilyVRE only permits the use of devices approved by the Federal Communications Commission for public use. Audio devices must be used with a headset and the volume must be kept low such that other passengers are not disturbed.

Cell phone use is permitted, but may not be used in such a manner that disturbs other passengers unnecessarily.

The use of audio, visual or still-image recording devices (collectively "cameras" or "photography") for non-commercial use is permitted on any public access areas managed by VRE. VRE does not permit commercial, special or news photography onboard its trains or any photography in restricted areas without explicit written authorization from VRE. While photography is permitted in clearly defined public areas of the VRE system, it cannot be permitted in any manner that would interfere with other passengers or the safe movement of the train. 011.01.00 . Formatted: Indent: Left: 1.25", No bullets or numbering

12.0 OBSERVANCE OF INSTRUCTIONS ISSUED BY TRAIN SERVICE AND EMERGENCY PERSONNEL

012.01.00 OBSERVANCE OF INSTRUCTIONS ISSUED BY TRAIN SERVICE AND EMERGENCY PERSONNEL – All persons are required to abide by the instructions issued by Train Service and Emergency Personnel while on-board VRE trains, at VRE facilities and on railroad property.

13.0 BOARDING AND DETRAINING REGULATIONS

013.01.00 BOARDING AND DETRAINING MOVING TRAINS – No passenger shall attempt to board or get off a VRE train when it is in motion. Passengers boarding and alighting must use equipment mounted railings and hand- holds to climb into or out of equipment. 19

20 14.0 STATIONS AND FACILITIES

014.01.00 NO LOITERING OR TRESPASSING – Entry into VRE stations and/or premises is reserved to those individuals with the immediate intent to use the commuter rail service provided by VRE and to authorized personnel, agents and invitees of VRE, Keolis Rail Service Virginia, National Railroad Passenger Corporation, CSX Transportation and Norfolk Southern Railway.

014.02.00 POSTING OF BILLS – No person shall distribute, place or post handbills, signs, notices or any other form of written or printed material on or within any facility or platform of VRE. Nothing in this Section shall prohibit the posting of signs, notices and official information by VRE.

014.03.00 CONTRAVENTION OF INSTRUCTIONS – No person shall disobey official instructions or directions indicated on any sign or posting erected at or on a VRE facility or vehicleequipment.

014.04.00 SALE OF MERCHANDISE AND SOLICITING – No person shall attempt to sell any merchandise, article or other item or solicit members of the public for any purpose at any VRE facility or platform, or on-board any VRE train without the written permission of VRE.

014.05.00 LITTERING AND TRASH DISPOSAL – All persons shall dispose of trash and unwanted reading materials in proper receptacles at VRE facilities. Littering and dumping at VRE facilities is not permitted and may be subject to finesd as local ordinances permit.

15.0 ACCESSIBILITY FOR PERSONS WITH DISABILITIES

015.01.00 ACCESS TO STATIONS AND FACILITIES BY PERSONS WITH DISABILITIES – All VRE stations and facilities shall be fully accessible to persons with disabilities in compliance with all Federal and Commonwealth of Virginia statutes.

015.02.00 ACCESS TO VRE TRAINS BY PERSONS WITH DISABILITIES – All trains operated by VRE in Revenue Train Service and Special Train Service shall be accessible to persons with disabilities in full compliance with Federal and Commonwealth of Virginia statutes. Each train shall provide at least one (1) car that is fully accessible to persons with disabilities. A fully accessible car shall be equipped with an accessible toilet (if a toilet is made available for public use). The car shall normally be positioned at the northernmost end of the train. Passengers in wheelchairs and others requiring boarding assistance from Train Service Personnel shall position themselves at the northernmost end of the station platform in the designated “Boarding Area for Persons with Disabilities.” Persons with disabilities not using wheelchairs and not requiring boarding assistance may access any car on a train which is opened for boarding. Persons with disabilities must be given priority access to seats marked as seating for wheelchair/persons with disabilities.

21 16.0 LOST AND FOUND

016.01.00 RETRIEVAL OF LOST PROPERTY – For items lost or left on trains or at stations, reports may be made at www.vre.org/feedback/lostitems.htmlphp or passengers may call 703- Field Code Changed 684-1001 (TTY) 703-684-0551 for assistance.

VRE shall make every reasonable effort to assist passengers in the retrieval of lost, stolen, or misplaced items, but is not responsible for such items.

17.0 BICYCLES

017.01.00 COLLAPSIBLE BICYCLES –Collapsible bicycles are permitted on all VRE trains, on any car. These bicycles must be able to be safely stored in the luggage racks, under seats or in some other place that is not an inconvenience to other passengers.

017.02.00 FULL SIZE BICYCLES - Full size bicycles will only be allowed on the last three northbound, the mid-day, any reverse-flow, and the last three southbound trains on each line. Specifically, these are trains are: Fredericksburg Line –308, 310, 312, 301, 309, 311, 313; Manassas Line – 321, 325, 328, 330, 332, 333, 335, 336, 337, and 338.

• Full size bicycles must board at the northern-most car on the train and use the southern half of the car. • No more than two (2) full size bicycles are allowed on the car. If the car already has two bicycles, you cannot bring your bicycle on the train and must wait for the next one. • Full size bicycles must be tethered to the bench seats using a bungee cord attached to the eyelet on the seat frame. The south end bench is distinguishable by only having four (4) folding seats. Bicyclists will be responsible for securing their bicycle. • The bench seating on the north end of the car is priority seating for passengers with disabilities. This area is located directly across from the restroom and cannot be used for bicycles. • If the bench seating for full size bicycles is occupied by passengers, the bicycle rider may ask the passenger to vacate the seat or ask the conductor for assistance if the passenger is unwilling to move. The priority will be for the bicycles. • For the safety and convenience of our other riders, all bikes will be boarded and removed last after all other passengers have boarded or detrained. • Passengers are not permitted to ride any bicycle on the platforms or trains. • All bicycles must be clean and free of grease. • VRE will not be responsible for the security of any bicycle brought on board.

22 18.0 AMENDMENTS TO TARIFF

018.01.00 AMENDMENTS TO TARIFF – Any special bulletin involving an adjustment to ticket pricing for promotional purposes and any formal amendment to the VRE Passenger Tariff shall be approved first by the VRE Operations Board and subsequently by the Northern Virginia Transportation Commission and the Potomac and Rappahannock Transportation Commission.

018.02.00 PUBLIC HEARINGS FOR PROPOSED TARIFF AMENDMENT – Any proposed amendment to the VRE Passenger Tariff involving an increase in fares or major reduction in service shall be open to public comment at a Public Hearing. A major reduction in service is defined as the elimination of a route and/or a change that reduces service hours by 25% or more. Formal public notice of the Public Hearing shall be issued no less than 30 days prior to the scheduled date of the Operations Board meeting at which the amendment will be voted on. Information collected at the public meetings will be collated and provided to the Operations Board prior to the vote. Information regarding the proposed change will be posted on VRE’s website and comment will be received via email, public hearings, letters and faxes. At least one meeting will be held at a location on each line.

19.0 PUBLIC INSPECTIONS OF TARIFF

019.01.00 AVAILABILITY OF TARIFF FOR PUBLIC INSPECTION – The official tariff of the VRE as approved by the VRE Operations Board, the Northern Virginia Transportation Commission and the Potomac and Rappahannock Transportation Commission, and any revisions or special bulletins thereto, shall be kept on file and available for public inspection between the hours of 9:00 AM and 5:00 PM, Monday through Friday except holidays, at the following address:

Virginia Railway Express 1500 King Street, Suite 202 Alexandria, VA 22314-2730

23 APPENDIX I System Map with Fare Matrix

Formatted: Font: 10 pt

24 Formatted: Font: (Default) Arial, 11 pt

25 APPENDIX II Full Fare Matrix

Zone 1 Zone 2 Zone 3 Zone 4 Zone 5 Zone 6 Zone 7 Zone 8

Zone 9 Single-Ride 10.65 10.00 6.80 6.20 5.55 4.90 4.30 3.65 Ten-Trip 97.60 91.80 62.40 56.50 50.70 44.80 38.90 33.10 Five-Day 84.90 79.70 54.30 49.20 44.10 38.90 33.90 28.70 Monthly 294.10 276.30 188.20 170.50 152.70 135.00 117.30 99.60

Zone 8 Single-Ride 10.00 9.40 6.20 5.55 4.90 4.30 3.65 3.00 Ten-Trip 91.80 85.90 56.50 50.70 44.80 38.90 33.10 27.20 Five-Day 79.70 74.70 49.20 44.10 38.90 33.90 28.70 23.70 Monthly 276.30 258.60 170.50 152.70 135.00 117.30 99.60 82.00

Zone 7 Single-Ride 9.40 8.75 5.55 4.90 4.30 Ten-Trip 85.90 80.00 50.70 44.80 38.90 Five-Day 74.70 69.60 44.10 38.90 33.90 Monthly 258.60 241.20 152.70 135.00 117.30

Zone 6 Single-Ride 8.75 8.10 4.90 4.30 3.65 Ten-Trip 80.00 74.20 44.80 38.90 33.10 Five-Day 69.60 64.50 38.90 33.90 28.70 Monthly 241.20 223.50 135.00 117.30 99.60

Zone 5 Single-Ride 8.10 7.50 4.30 3.65 3.00 Ten-Trip 74.20 68.30 38.90 33.10 27.20 Five-Day 64.50 59.40 33.90 28.70 23.70 Monthly 223.50 205.90 117.30 99.60 82.00

Zone 4 Single-Ride 7.50 6.80 3.65 Ten-Trip 68.30 62.40 33.10 Five-Day 59.40 54.30 28.70 Monthly 205.90 188.20 99.60

Zone 3 Single-Ride 6.80 6.20 Ten-Trip 62.40 56.50 Five-Day 54.30 49.20 Monthly 188.20 170.50

Zone 2 Single-Ride 6.20 5.55 Ten-Trip 56.50 50.70 Five-Day 49.20 44.10 Monthly 170.50 152.70

Zone 1 Single-Ride 5.55 Ten-Trip 50.70 Five-Day 44.10 Monthly 152.70

26 Zone 1 Zone 2 Zone 3 Zone 4 Zone 5 Zone 6 Zone 7 Zone 8 Zone 9 Single-Ride 11.10 10.40 7.10 6.45 5.80 5.10 4.50 3.80 Ten-Trip 101.50 95.50 64.90 58.80 52.70 46.60 40.50 34.40 Five-Day 88.30 82.90 56.50 51.20 45.90 40.50 35.30 29.80 Monthly 305.90 287.40 195.70 177.30 158.80 140.40 122.00 103.60

Zone 8 Single-Ride 10.40 9.80 6.45 5.80 5.10 4.50 3.80 3.15 Ten-Trip 95.50 89.30 58.80 52.70 46.60 40.50 34.40 28.30 Five-Day 82.90 77.70 51.20 45.90 40.50 35.30 29.80 24.60 Monthly 287.40 268.90 177.30 158.80 140.40 122.00 103.60 85.30

Zone 7 Single-Ride 9.80 9.10 5.80 5.10 4.50 Ten-Trip 89.30 83.20 52.70 46.60 40.50 Five-Day 77.70 72.40 45.90 40.50 35.30 Monthly 268.90 250.80 158.80 140.40 122.00

Zone 6 Single-Ride 9.10 8.45 5.10 4.50 3.80 Ten-Trip 83.20 77.20 46.60 40.50 34.40 Five-Day 72.40 67.10 40.50 35.30 29.80 Monthly 250.80 232.40 140.40 122.00 103.60

Zone 5 Single-Ride 8.45 7.80 4.50 3.80 3.15 Ten-Trip 77.20 71.00 40.50 34.40 28.30 Five-Day 67.10 61.80 35.30 29.80 24.60 Monthly 232.40 214.10 122.00 103.60 85.30

Zone 4 Single-Ride 7.80 7.10 3.80 Ten-Trip 71.00 64.90 34.40 Five-Day 61.80 56.50 29.80 Monthly 214.10 195.70 103.60

Zone 3 Single-Ride 7.10 6.45 Ten-Trip 64.90 58.80 Five-Day 56.50 51.20 Monthly 195.70 177.30

Zone 2 Single-Ride 6.45 5.80 Ten-Trip 58.80 52.70 Five-Day 51.20 45.90 Monthly 177.30 158.80

Zone 1 Single-Ride 5.80 Ten-Trip 52.70 Five-Day 45.90 Monthly 158.80

27 APPENDIX III Discounted Fare Matrix Zone 1 Zone 2 Zone 3 Zone 4 Zone 5 Zone 6 Zone 7 Zone 8 Zone 9 Single-Ride 5.30 5.00 3.40 3.10 2.75 2.45 2.15 1.80 Ten-Trip 48.80 45.90 31.20 28.25 25.35 22.40 19.45 16.55 Five-Day 42.45 39.85 27.15 24.60 22.05 19.45 16.95 14.35 Monthly 147.05 138.15 94.10 85.25 76.35 67.50 58.65 49.80

Zone 8 Single-Ride 5.00 4.70 3.10 2.75 2.45 2.15 1.80 1.50 Ten-Trip 45.90 42.95 28.25 25.35 22.40 19.45 16.55 13.60 Five-Day 39.85 37.35 24.60 22.05 19.45 16.95 14.35 11.85 Monthly 138.15 129.30 85.25 76.35 67.50 58.65 49.80 41.00

Zone 7 Single-Ride 4.70 4.35 2.75 2.45 2.15 Ten-Trip 42.95 40.00 25.35 22.40 19.45 Five-Day 37.35 34.80 22.05 19.45 16.95 Monthly 129.30 120.60 76.35 67.50 58.65

Zone 6 Single-Ride 4.35 4.05 2.45 2.15 1.80 Ten-Trip 40.00 37.10 22.40 19.45 16.55 Five-Day 34.80 32.25 19.45 16.95 14.35 Monthly 120.60 111.75 67.50 58.65 49.80

Zone 5 Single-Ride 4.05 3.75 2.15 1.80 1.50 Ten-Trip 37.10 34.15 19.45 16.55 13.60 Five-Day 32.25 29.70 16.95 14.35 11.85 Monthly 111.75 102.95 58.65 49.80 41.00

Zone 4 Single-Ride 3.75 3.40 1.80 Ten-Trip 34.15 31.20 16.55 Five-Day 29.70 27.15 14.35 Monthly 102.95 94.10 49.80

Zone 3 Single-Ride 3.40 3.10 Ten-Trip 31.20 28.25 Five-Day 27.15 24.60 Monthly 94.10 85.25

Zone 2 Single-Ride 3.10 2.75 Ten-Trip 28.25 25.35 Five-Day 24.60 22.05 Monthly 85.25 76.35

Zone 1 Single-Ride 2.75 Ten-Trip 25.35 Five-Day 22.05 Monthly 76.35

28 Zone 1 Zone 2 Zone 3 Zone 4 Zone 5 Zone 6 Zone 7 Zone 8 Zone 9 Single-Ride 5.55 5.20 3.55 3.20 2.90 2.55 2.25 1.90 Ten-Trip 50.75 47.75 32.45 29.40 26.35 23.30 20.25 17.20 Five-Day 44.15 41.45 28.25 25.60 22.95 20.25 17.65 14.90 Monthly 152.95 143.70 97.85 88.65 79.40 70.20 61.00 51.80

Zone 8 Single-Ride 5.20 4.90 3.20 2.90 2.55 2.25 1.90 1.55 Ten-Trip 47.75 44.65 29.40 26.35 23.30 20.25 17.20 14.15 Five-Day 41.45 38.85 25.60 22.95 20.25 17.65 14.90 12.30 Monthly 143.70 134.45 88.65 79.40 70.20 61.00 51.80 42.65

Zone 7 Single-Ride 4.90 4.55 2.90 2.55 2.25 Ten-Trip 44.65 41.60 26.35 23.30 20.25 Five-Day 38.85 36.20 22.95 20.25 17.65 Monthly 134.45 125.40 79.40 70.20 61.00

Zone 6 Single-Ride 4.55 4.20 2.55 2.25 1.90 Ten-Trip 41.60 38.60 23.30 20.25 17.20 Five-Day 36.20 33.55 20.25 17.65 14.90 Monthly 125.40 116.20 70.20 61.00 51.80

Zone 5 Single-Ride 4.20 3.90 2.25 1.90 1.55 Ten-Trip 38.60 35.50 20.25 17.20 14.15 Five-Day 33.55 30.90 17.65 14.90 12.30 Monthly 116.20 107.05 61.00 51.80 42.65

Zone 4 Single-Ride 3.90 3.55 1.90 Ten-Trip 35.50 32.45 17.20 Five-Day 30.90 28.25 14.90 Monthly 107.05 97.85 51.80

Zone 3 Single-Ride 3.55 3.20 Ten-Trip 32.45 29.40 Five-Day 28.25 25.60 Monthly 97.85 88.65

Zone 2 Single-Ride 3.20 2.90 Ten-Trip 29.40 26.35 Five-Day 25.60 22.95 Monthly 88.65 79.40

Zone 1 Single-Ride Ten-Trip 26.35 Five-Day 22.95 Monthly 79.40

PASSENGER TARIFF of the VIRGINIA RAILWAY EXPRESS

Revenue Rules, Regulations and Fares Governing Operation of the Manassas Line and Fredericksburg Line Service Routes

TABLE OF CONTENTS

DESCRIPTION PAGE

TABLE OF CONTENTS (cont’d) PAGE 2.0 CLASSES OF TICKETS 8-10 02.01.00 SINGLE RIDE 02.02.00 DAY PASS 02.03.00 TEN-RIDE TICKET 02.04.00 FIVE-DAY PASS 02.05.00 TRANSIT LINK CARD (TLC) 02.06.00 MONTHLY TICKET 02.07.00 AMTRAK STEP-UP TICKET 02.08.00 REDUCED FARE TICKET 02.09.00 GROUP TICKETS 02.010.00 FREE RIDE CERTIFICATES

3.0 PURCHASING OF TICKETS 10-11 03.01.00 NO ON-BOARD TICKET SALES 03.02.00 TICKET VENDING MACHINES 03.03.00 AUTHORIZED OFF-SITE SALES LOCATIONS 03.04.00 TICKETS BY MAIL

4.0 ON-BOARD INSPECTIONS, FARE EVASION AND PENALTIES 11-12 04.01.00 REQUIRED POSSESSION OF VALID TICKET 04.02.00 DISPLAY AND PRESENTATION OF TICKETS 04.03.00 INSPECTION OF TICKETS 04.04.00 REQUIREMENT TO PRODUCE IDENTIFICATION 04.05.00 FARE EVASION PENALTY 04.06.00 ADJUDICATION OF SUMMONSES 04.07.00 MONTHLY TICKET VIOLATION GRACE PERIOD

6.0 VRE AND CONTRACT CARRIER RIGHTS RESERVED 15-16 06.01.00 RESPONSIBILITY OF VRE AND CONTRACT CARRIER 06.02.00 REFUSAL OF PASSAGE 06.03.00 SEATING

TABLE OF CONTENTS (cont’d) PAGE

06.04.00 SCHEDULE REVISIONS 16 06.05.00 STOPS 06.06.00 TRANSFERRING OF PASSENGERS

7.0 BAGGAGE AND PARCELS 16 07.01.00 PERMITTED ITEMS 07.02.00 CHECKED BAGGAGE 07.03.00 UNATTENDED BAGGAGE

9.0 FOOD AND BEVERAGES 17 09.01.00 PERMITTED ITEMS 09.02.00 DISPOSAL OF REFUSE

10.0 ANIMALS AND PETS 17 10.01.00 SERVICE ANIMALS FOR PERSONS WITH DISABILITIES 10.02.00 PETS AND OTHER ANIMALS

11.0 USE OF PORTABLE ELECTRONIC DEVICES 17 (INCLUDING CAMERAS) 11.01.00 USE OF PORTABLE ELECTRONIC DEVICES

12.0 OBSERVANCE OF INSTRUCTIONS ISSUED BY 17-18 TRAIN SERVICE AND EMERGENCY PERSONNEL 12.01.00 OBSERVANCE OF INSTRUCTIONS ISSUED BY TRAIN SERVICE AND EMERGENCY PERSONNEL

13.0 BOARDING AND DETRAINING REGULATIONS 18 13.01.00 BOARDING AND DETRAINING MOVING TRAINS

14.0 STATIONS AND FACILITIES 18 14.01.00 NO LOITERING OR TRESPASSING 14.02.00 POSTING OF BILLS 14.03.00 CONTRAVENTION OF INSTRUCTIONS 14.04.00 SALE OF MERCHANDISE AND SOLICITING

4 TABLE OF CONTENTS (cont’d) PAGE 14.05.00 LITTERING AND TRASH DISPOSAL 18

15.0 ACCESSIBILITY FOR PERSONS WITH DISABILITIES 18-19 15.01.00 ACCESS TO STATIONS AND FACILITIES FOR PERSONS WITH DISABILITIES 15.02.00 ACCESS TO VRE TRAINS FOR PERSONS WITH DISABILITIES

16.0 LOST AND FOUND 19 16.01.00 RETRIEVAL OF LOST PROPERTY

17.0 BICYCLES 19-20 17.01.00 COLLAPSIBLE BICYCLES 17.02.00 FULL SIZE BICYCLES

18.0 AMENDMENTS TO TARIFF 20 18.01.00 AMENDMENTS TO TARIFF 18.02.00 PUBLIC HEARINGS FOR PROPOSED TARIFF AMENDMENT

19.0 PUBLIC INSPECTION OF TARIFF 20 19.01.00 AVAILABILITY OF TARIFF FOR PUBLIC INSPECTION

APPENDICES

APPENDIX I SYSTEM MAP WITH FARE ZONES APPENDIX II FULL FARE MATRIX APPENDIX III DISCOUNTED FARE MATRIX

5 1.0 DEFINITIONS

01.01.00 BASE FARE – Established at $5.80, the Single-ride, full fare for travel within one inner fare zone. Because all regular VRE fares are rounded up to the nearest $.05, the cost of one Single-ride, full fare journey between Union Station (Zone 1) and L’Enfant (Zone 1) is $5.80. 01.02.00 CONTINUOUS TRAVEL – Travel on a single train or the minimum number of trains headed in one direction necessary for the passenger to reach his or her final destination. 01.03.00 DISCOUNTED FARE – A fare offered for travel between any particular pairing of origin and destination fare zones which is reduced from the full fare for equivalent travel. 01.04.00 EXPULSION FROM TRAIN SERVICE – VRE, at its discretion, may temporarily remove or permanently ban individuals from using the service. Reasons for banning include, but are not limited to: threats or inappropriate behavior against train personnel or passengers on board, more than one fare evasion summons in a calendar year, bringing a banned substance onto the train, or flagrant violation of VRE rules that either endanger the individual or others. Banned individuals would be provided with a banning notice detailing the reason and the length of the expulsion. Once banned, individuals found using the service could be reported to the appropriate authorities as a trespasser and prosecuted as such. 01.05.00 FARE-EXEMPT PASSENGER – Any passenger who, in lieu of a ticket, has a VRE authorized fare exempt pass or a specially issued ticket from VRE. Fare-exempt passengers include and are limited to 1) train and engine crew members engaged in or traveling to and/or from a VRE work assignment; 2) maintenance of equipment employees engaged in or traveling to and/or from a VRE work assignment; 3) transportation, maintenance and claims supervisors engaged in or traveling to and/or from a VRE work assignment; 4) commissioners and staff from the Commissions and the VRE Operations Group engaged in or traveling to and/or from a VRE work assignment; 5) representatives from the freight railroads engaged in inspection of the VRE operation or territory; 6) uniformed federal, state, and local law enforcement officers; 7) non- uniformed federal state and local law enforcement officers who are part of VRE’s Undercover Security Program; 8) children ten years old and under accompanied by a fare paying adult; 9) an attendant accompanying a disabled passenger in possession of a disability attendant ID; 10) trainers of service animals for persons with disabilities when engaged in training activities. 01.06.00 FARE EVASION – As provided in Section 18.2-160.1 Virginia Code the failure, refusal or inability of a Non Fare-Exempt passenger to display a valid ticket on board a VRE train when requested to do so by Train Service Personnel, VRE authorized personnel, or law enforcement officers. 01.07.00 FARE ZONE – A numbered, geographical region of a service route used to determine fares for travel to stations falling within that region. VRE fare zones are concentric from Union Station with Zone 1 encompassing the stations falling within the District of Columbia. Zone 2 begins at Crystal City. Zones 2 – 9 are segmented at approximately 7-mile increments. 6 01.07.01 INNER FARE ZONE – Includes Fare Zones 1 and 2. 01.07.02 OUTER FARE ZONE – Includes Fare Zones 3, 4, 5, 6, 7, 8 and 9. 01.07.03 DESTINATION FARE ZONE – The Fare Zone indicated on the face of a passenger’s ticket at which the passenger is required to disembark. 01.07.04 ORIGINATION FARE ZONE – The Fare Zone that applies to the station where a passenger boards. 01.08.00 FARE ZONE INCREMENT – Established at $.62, the amount added to the base fare for each additional fare zone traveled (i.e., cost of one, full fare journey between Crystal City (Zone 2) and Union Station (Zone 1) is $6.45 (Base Fare) plus $.62 (one Fare Zone Increment) = $7.07, rounded up to the nearest $.05 = $7.10). 01.09.00 FULL FARE – The basic cost of a Single-ride fare for travel between any origin and destination. 01.010.00 NON-REVENUE TRAINS (Dead-heads) – Scheduled and non-scheduled train movements required for transportation of equipment to maintenance, layover and turnaround facilities. These trains are not available to the public. 01.011.00 NON FARE-EXEMPT PASSENGER – Any passenger required to present a valid ticket for transportation on a VRE train. Fare-exempt passengers are not included in this category. 01.012.00 OUT OF ZONE – When a passenger boards or disembarks at a station beyond the zone indicated on his or her ticket. 01.013.00 OUTER FARE ZONE DISCOUNT – Applied to ticket prices for travel between stations in Outer Fare Zones (Fare Zone 3, 4, 5, 6, 7, 8 and 9), regardless of trip length. The Outer Fare Zone Discount is equal to four (4) times the Fare Zone Increment currently in effect. 01.014.00 PERSONS WITH DISABILITIES – Persons with physical or mental impairments that substantially limit one or more of the major life activities as defined by American With Disabilities Act and that prevents them from using mass transit effectively without special planning, design, or accommodations. 01.015.00 REVENUE TRAIN SERVICE – Train service available to the public for which passengers are required to purchase tickets for transportation. 01.016.00 SENIOR CITIZENS – Persons age 65 or older. 01.017.00 SERVICE ROUTE – The station stops and connecting track found on the Fredericksburg and the Manassas Line. Attached to this document is a diagram showing the VRE station stops. 01.017.01 FREDERICKSBURG LINE – The line that runs between Fredericksburg and Washington Union Station. Stations include: Fredericksburg, Leeland Road, Brooke, Quantico, Rippon, Woodbridge, Lorton, Franconia/Springfield, Alexandria, Crystal City, L’Enfant and Union Station. 01.017.02 MANASSAS LINE – The line that runs between Broad Run (Manassas) and Washington Union Station. Stations include: Broad Run/Airport, Manassas, Manassas Park, Burke Centre,

7 Rolling Road, Backlick Road, Alexandria, Crystal City, L’Enfant and Union Station. 01.018.00 SERVICE TIMETABLE – Scheduled times at which VRE train service operates. 01.018.01 SERVICE DAY – A day during which commuter service is operated. 01.019.00 SPECIAL TRAIN – Train service provided for tourist excursions and/or chartered travel. At the discretion of VRE, fares may or may not be charged. 01.020.00 STOP-OVER – Interruption of a trip by a passenger where he or she disembarks at a station prior to his or her final destination station with the intention to continue his or her travel on another train to his or her final destination station. 01.021.00 TICKET – Proof of payment for transportation, subject to validation, that has specific information printed on authorized VRE ticket stock. 01.022.00 TRANSIT LINK CARD (TLC) – A joint fare card good for travel on both VRE and Metro for one calendar month. 01.023.00 UNDER-RIDE – When a passenger boards or disembarks at a station within the zones indicated on his or her ticket. 01.024.00 VALIDATION OF TICKETS – The activity required which makes a ticket valid for transportation on VRE. Free Ride Certificates, Single-Ride and Ten-Ride tickets must be date and time stamped at any VRE ticket machine located at a VRE station entrance area no more than 60 minutes prior to boarding. The ticket must be inserted into the ticket vending machine (TVM) in the manner indicated on the ticket and on the validation machine. Ten-Ride tickets must be validated once for each passenger using the ticket on a particular train. Day Passes and Five- Day Passes must be validated just prior to first use. To validate a monthly or TLC ticket, a passenger must print their name on the ticket in the space provided. Amtrak Step-Up tickets do not require validation. 01.025.00 RAILCAR VESTIBULE – The entrance area at the end or center of a railcar between the enclosed passenger compartment and the exterior loading door. 01.026.00 TRAIN SERVICE PERSONNEL – Conductors, Assistant Conductors, Engineers and Managers engaged in VRE work assignments. 01.027.00 VRE AUTHORIZED PERSONNEL - Persons employed by VRE or Keolis that are engaged in official VRE business. 01.028.00 VIRGINIA RAILWAY EXPRESS – The commuter rail service owned and operated by the Northern Virginia Transportation Commission and the Potomac and Rappahannock Transportation Commission. 01.029.00 VRE – Abbreviation for “Virginia Railway Express.” 01.030.00 YOUTH – Persons age 11-18 years. 2.0 CLASSES OF TICKETS

02.01.00 SINGLE-RIDE TICKET – Full-fare ticket good for Single-Ride between points of origin and destination located within and between the Fare

8 Zone pairing indicated on the face of the ticket. Tickets expire 1 year from purchase date.

02.02.00 DAY PASS – Full-fare ticket good for unlimited travel for one (1) VRE service day from activation between the points of origin and destination located within and between the Fare Zone pairing indicated on the face of the ticket. Only one passenger at a time can travel on the pass. Tickets expire 1 year from purchase date.

02.03.00 TEN-RIDE TICKET – Multiple ride ticket good for ten (10) individual single-rides between points of origin and destination located within and between the Fare Zone pairing indicated on the face of the ticket. More than one passenger may travel on the ticket. Ticket must be validated once for each person using the ticket. Cost equals the price of ten (10) Single-Ride tickets for the same zone pairing, minus 8 percent. Ten- Ride ticket prices are rounded to the nearest $.10. Tickets expire 1 year from purchase date.

02.04.00 FIVE-DAY PASS – Multiple ride ticket good for unlimited travel for five (5) consecutive VRE service days from activation between the points of origin and destination located within and between the Fare Zone pairing indicated on the face of the ticket. Only one passenger at a time can travel on the pass. Cost equals the price of ten (10) Single-ride tickets for the same zone pairing, minus 20 percent. Five day pass prices are rounded up to the nearest $.05. Passes not validated expire 1 year from purchase date.

02.05.00 TRANSIT LINK CARD (TLC) – A joint VRE/WMATA fare card that allows unlimited travel on VRE and Metrorail for one calendar month. A TLC pass is valid on VRE through the end of the first operating, non- holiday business day of the month after the month indicated on the back of the ticket. Tickets are priced between Zone 1 and the passenger’s origination zone plus $110.00 for the Metrorail fare.

02.06.00 MONTHLY TICKET – Multiple ride ticket good for unlimited travel between points of origin and destination located within and between the Fare Zone pairing indicated on the face of the ticket for the calendar month and year indicated on the face of the ticket. A monthly ticket is valid through the end of the first operating, non-holiday business day of the month after the month indicated on the back of the ticket. Only the passenger whose name appears on the back of the ticket may travel on it. Cost equals the price of forty-two (42) Single-Ride tickets for the same zone pairing, minus 34%. Monthly ticket prices are rounded to the nearest $.10.

02.07.00 AMTRAK STEP-UP TICKET – An upgrade ticket that must be used in conjunction with multi-ride VRE tickets (Monthly, TLC, Ten-Ride, or Five- Day) for one-way travel on select Amtrak trains. Only one passenger allowed per Step-Up ticket. No validation is required of the Step-Up ticket. It is collected when Amtrak conductor checks primary VRE ticket for validation. Cost is $3.00. Tickets expire 1 year from purchase date.

9 02.08.00 REDUCED FARE TICKET – A discounted Single-ride, Day Pass, Five- Day Pass, Ten-Ride or Monthly ticket, sold at a rate of 50% (rounded down to the nearest $.05) off the full fare. These tickets are good only on regularly scheduled VRE operated trains and are available to senior citizens age 65 and older at the time of the ticket purchase, persons with disabilities, and persons age 11-18. Discounted fare tickets are available at VRE ticket vendors, located at Fredericksburg, Leeland Road, Quantico, Woodbridge, Broad Run, Franconia/Springfield, Alexandria, Crystal City, and Union Station. Seniors can prove eligibility with any valid photo ID that shows their birth date or a Medicare card. Identification for passengers with disabilities shall consist of a Reduced Fare ID issued by VRE. Youths ages 11-18 must have a VRE issued Youth Fare ID in order to purchase tickets. Parents can purchase tickets for the youth only if the youth is present with the ID or through CommuterDirect after registering the youth’s information. ID must be carried on train and produced for Train Personnel upon request. Tickets expire 1 year from purchase date, except Monthly tickets which are valid for the calendar month indicated on the face of the ticket.

02.09.00 GROUP TICKETS –Special tickets issued to groups of ten (10) or more passengers traveling together. Group tickets can be used only on the day and on the particular trains for which they are requested. Cost of tickets sold to a group equals the Ten-Trip Ticket rate rounded up to the nearest $.05 for those groups willing to comply with our scheduling recommendations. For those groups that cannot comply with our scheduling recommendations, each person in the group will be charged at the Single Ride Ticket rate. Group ticket sales do not qualify for VRE’s “Free Ride Certificate” program. These tickets can only be sold through the VRE office and must be requested at least two (2) weeks prior to travel date.

02.010.00 FREE RIDE CERTIFICATE – Promotional ticket valid on any VRE revenue service train for one (1) one-way trip between any two stations on the VRE system. Ticket must be validated prior to use in the ticket validation machine on the station platform. Free ride certificates will expire on the date printed on the ticket.

3.0 PURCHASING OF TICKETS

03.01.00 NO ON-BOARD TICKET SALES – Tickets will not be sold on-board VRE trains at any time. Passengers are required to purchase and validate tickets prior to boarding trains.

03.02.00 TICKET VENDING MACHINES – Full fare Single-Ride, Day Pass, Ten- Ride, , Five-Day Pass, Monthly, and Amtrak Step-Up tickets, can be purchased at ticket vending machines located in station entrance areas at all VRE stations. All ticket vending machines accept Visa, MasterCard, Discover, American Express and bank debit cards only. No cash or coin is accepted by or contained in the machines. Single- Ride, Day Pass, Five-Day Pass, Ten-Ride, and Amtrak Step-Up tickets can be purchased at any time. Monthly tickets for a particular calendar month will be sold from the tenth (10th) calendar day of the previous month through the ninth (9th) calendar day of the effective month. 10

03.03.00 AUTHORIZED VENDORS – Single-Ride, Day Pass, Ten-Ride, Five- Day Pass, Monthly, TLC, Amtrak Step-Up and discounted tickets are available for purchase from authorized locations. Single-Ride, Day Pass, Five-Day Pass, Ten-Ride, and Amtrak Step-Up tickets can be purchased at any time from the ticket vending machines at the stations. Monthly and TLC tickets for a particular calendar month will be sold from the tenth (10th) calendar day of the previous month through the ninth (9th) calendar day of the effective month. Most vendors will accept cash, electronic SmartBenefits and credit and debit cards. At their option and expense, vendors may accept checks for ticket purchases. Single-Ride, Day Pass, Five-Day Pass, Ten-Ride, TLC and Monthly ticket sales at VRE authorized vendor locations can be purchased for any Fare Zone combination.

03.04.00 TICKETS BY MAIL AND VIA THE WEB – Single-Ride, Day Pass, Five- Day Pass, Ten-Ride, TLC and Monthly tickets can be purchased by mail and via the web. Single-Ride, Day Pass, Five-Day, and Ten-Ride tickets can be purchased any time. TLC and Monthly tickets for a particular calendar month will be sold from the tenth (10th) calendar day of the previous month through the ninth (9th) calendar day of the effective month. Payment can be in the form of a personal check, cashier’s check, money order, or through submission of a valid MasterCard, Visa, American Express, and Discover account number. Electronic SmartBenefits will be accepted with mail orders as full or partial payment for tickets purchased. Ticket by mail requests must be submitted to:

Commuter Direct PO Box 12176 Arlington VA 22219 Phone: (703) 228-RIDE http://www.commuterdirect.com

4.0 ON-BOARD INSPECTION, FARE EVASION AND PENALTIES

04.02.00 DISPLAY AND PRESENTATION OF TICKETS – Passengers must be prepared to present a ticket when requested to do so by Train Service Personnel. If a passenger is traveling on a Single-Ride, or Ten-Ride ticket in the physical possession of another passenger on the same train, he or she must stay in the immediate proximity of that passenger for the duration of travel. Only one passenger at a time may travel on a Monthly, TLC, Day Pass, or Five-Day Pass and they are non- transferable.

04.03.00 INSPECTION OF TICKETS – Train Service Personnel will inspect tickets randomly and at various locations to verify that passengers are in 11 possession of valid tickets. Ticket inspections are at the discretion of the conductor. Conductors may also request to see the IDs used to purchase reduced fare tickets.

04.05.00 FARE EVASION PENALTIES – Pursuant to the Sec. 18.2-160.1 Virginia Code Annotated, Non Fare-Exempt Passengers without a valid ticket are subject to a fine of $100 plus court costs for civil infractions and no less than $500 and/or jail time for serious offenses (i.e. Fraudulent tickets) that are considered Class 2 misdemeanors. Train Service Personnel are empowered by law to act as conservators of the peace and shall issue a summons to a passenger observed in the act of fare evasion.

04.06.00 ADJUDICATION OF SUMMONSES – The Commonwealth’s Attorney for the City of Alexandria shall prosecute Summonses issued by Train Service Personnel for fare evasion offenses. Summonses shall be adjudicated according to the policies and procedures dictated by the General District Court, and, upon appeal, by the Circuit Court.

04.07.00 MONTHLY TICKET VIOLATION GRACE PERIOD – A passenger who is issued a summons by Train Service Personnel may, with discretion of the Commonwealth Attorney, have the summons waived if they are able to supply proof that he or she is the owner of a valid Monthly ticket or TLC pass purchased prior to the issuance of the summons. Upon issuing the summons, Train Service Personnel shall inquire as to whether the summons recipient claims to own a valid Monthly ticket or TLC pass at the time the summons was issued, but does not have it in his or her possession. If the response is affirmative, the recipient shall be issued instructions on how to supply evidence of ownership in order to have the summons waived. Evidence of ownership submitted shall include a photocopy of the passenger’s Monthly ticket or TLC pass valid for the date and train cited on the summons and proof of purchase. Proof must be submitted by the passenger via facsimile, mail or in person within three business days of the receipt of the summons by the passenger to:

Virginia Railway Express 1500 King St., Suite 202 Alexandria, VA 22314-2730

VRE will review the proof and may examine its records of sales to assist in that determination and may recommend to the Commonwealth Attorney that the summons be waived.

5.0 GENERAL TICKET AND TRAVEL REGULATIONS 12

05.01.00 EXPIRATION OF TICKETS – Single-Ride, Day Pass, Five-Day, Ten- Ride, and Amtrak Step-Up tickets shall expire 1 year from purchase and any remaining value shall not be refundable. Monthly tickets and TLC passes shall expire and be deemed invalid at 11:59 PM on the first operating, non-holiday business day of the month after the last day of the calendar month and year indicated on the face of the ticket.

05.02.00 TICKET REFUNDS – Single-Ride, Day Pass, Five-Day, Ten-Ride, and Amtrak Step-Up tickets are not refundable, unless a Single-Ride or Ten- Ride ticket is mistakenly purchased with the same origin and destination fare zones from a Ticket Vending Machine (TVM). In that event, the tickets may be returned unused for a full refund at face value. Monthly tickets and TLC passes (VRE portion only) will be refunded at a redemption value determined by the calendar day of the effective month or the preceding month that the ticket is presented or postmarked for refund:

• Before effective month begins…100% • Service days 1-13: Monthly ticket purchase price minus two Single-ride full fares applicable to the origin and destination zone pairing for each service day operated prior to presentation of the ticket for refund • Remainder of effective month…0% • After the effective month…0%

Refund requests must be submitted with the actual ticket in question by certified mail or in person to:

Virginia Railway Express Attn: Ticket Refunds 1500 King St., Suite 202 Alexandria, VA 22314-2730

05.03.00 SERVICE DISRUPTION “FREE RIDE CERTIFICATE” – A VRE passenger is entitled to receive a “Free Ride Certificate” (“FRC”) for service disruptions which: 1) Cause the passenger on the train to arrive at his or her destination station 30 or more minutes behind schedule according to the conductor’s watch. All passengers from the 30 minute late station forward are then eligible for the free ride certificate; 13 OR 2) Requires a VRE passenger waiting on a station platform with a validated Single-Ride, Day Pass, Five-Day, Ten-Ride, TLC or Monthly ticket to subsequently seek another method of transportation when no transportation is provided by VRE; OR 3) The passenger is travelling on a train which is annulled; OR 4) The passenger is bypassed by a train scheduled to stop at his or her station.

The crew of the delayed train will distribute “Free Ride Certificates” once the train has been declared 30 minutes late.

Passengers are responsible for requesting their FRC from one of the conductors at the time of the delay. FRC requests submitted when on- board distribution took place will not be honored. If a passenger was inconvenienced by a late, annulled, or bypassed train and did not receive a FRC on a subsequent trip, then the passenger must mail or fax a copy of their VALIDATED ticket to VRE with a FRC request form found at http://www.vre.org/programs/freeride.htm indicating what train the passenger was on and his or her mailing address to:

Virginia Railway Express 1500 King Street, Suite 202 Alexandria, VA 22314 fax: 703/684-1313

A FRC will be sent out within 7-10 working days. VRE reserves the right to deny any request.

05.04.00 TRANSFERABILITY OF TICKETS – Single-Ride, Day Pass, Five-Day, Amtrak Step-Up, and Ten-Ride tickets are transferable to persons other than the purchaser. Monthly and TLC tickets are not transferable and shall be only for the personal use of the individual whose name appears on the back of the ticket.

14 • Passengers are eligible for two replacement Monthly tickets during any twelve-month period, but must file a lost ticket report with VRE no less than 2 business days prior to requesting a replacement ticket. They also must be able to provide VRE with proof of purchase of the monthly ticket; the location, date and approximate time of purchase; and the method of payment used to purchase the ticket before a replacement ticket will be issued. Only the VRE portion of TLC tickets can be replaced.

05.07.00 STOP OVERS – Stopovers are permitted when using Single-Ride, Day Pass, Five-Day Pass and Ten-Ride tickets as long as the journey progresses in a single, continuous direction and is completed in the same day. Monthly and TLC tickets are valid for unlimited travel on VRE revenue train service during the calendar month indicated on the face of the ticket, between the fare zones indicated on the face of the ticket, and stopovers are permitted.

05.08.00 WEEKEND AND HOLIDAY SERVICE – VRE will not normally operate service on Saturdays or Sundays, or on the following holidays: New Year’s Day, Martin Luther King, Jr. Day, Presidents’ Day, Memorial Day, Independence Day, Labor Day, Columbus Day, Veterans’ Day, Thanksgiving Day and Christmas Day. Special “S” schedule service may be offered on the Friday after Thanksgiving. If service is provided, regular fares will prevail unless otherwise specified by VRE.

6.0 VRE AND CONTRACT CARRIER RIGHTS RESERVED

06.02.00 REFUSAL OF PASSAGE – Train Service Personnel may refuse a person passage or continued passage on a VRE train if 1) a passenger who displays a firearm in the threat of or commission of a crime. 2) he or she is in possession of explosives; dangerous weapons, such as a dirk, bowie knife, switchblade knife, ballistic knife, machete, razor, slingshot, spring stick, metal knuckles, or blackjack, any flailing instrument consisting of two or more rigid parts connected in such a manner as to allow them to swing freely, which may be known as a nun chahka, nun chuck, nunchaku, shuriken, or fighting chain; any disc, of whatever configuration, having at least two points or pointed blades which is designed to be thrown or propelled and which may be known as a throwing star or oriental dart; flammable material or any other dangerous item or material; 3) he or she is apparently under the influence of drugs or alcohol; 4) his or her conduct or behavior is 15 disorderly and disturbing to other passengers or poses a safety or security risk to passengers and/or Train Service Personnel; 5) his or her conduct is disruptive and distracting to Train Service Personnel whose primary responsibility is for the safe operation of the trains; 6) he or she is incapable of properly caring for himself or herself; or 7) any civil actions are pending against him or her by VRE (including fare evasion enforcement costs).

06.04.00 SCHEDULE REVISIONS – VRE reserves the right to modify Service Timetables without notice, but will attempt to give due public notice when and where possible.

7.0 BAGGAGE AND PARCELS

07.02.00 CHECKED BAGGAGE SERVICE – There is no checked baggage service on VRE trains.

07.03.00 UNATTENDED BAGS – Bags that are left unattended can be viewed as security concerns. As such, they may be confiscated and not returned.

8.0 SMOKING POLICY FOR TRAINS AND PREMISES

08.01.00 NO SMOKING ON VRE TRAINS – Smoking of pipes, cigarettes, e- cigarettes, cigars or any other objects is prohibited on VRE trains at all times.

08.02.00 NO SMOKING AT INDOOR VRE STATION FACILITIES – Smoking of pipes, cigarettes, e-cigarettes, cigars or any other objects is prohibited at indoor VRE station facilities at all times.

16 08.03.00 NO SMOKING IN DESIGNATED “NO SMOKING” AREAS AT VRE STATION FACILITIES – Smoking of pipes, cigarettes, e-cigarettes, cigars or any other object is prohibited at all times in areas posted as No Smoking areas at all VRE stations. Smoking areas are generally designated as the 100 most northern feet of the platform.

9.0 FOOD AND BEVERAGES

09.01.00 PERMITTED ITEMS – Consumption of food and non-alcoholic beverages is permitted on VRE trains. Alcoholic beverages are not permitted on VRE trains or station platforms.

10.0 ANIMALS AND PETS

010.01.00 SERVICE ANIMALS FOR PERSONS WITH DISABILITIES – Properly trained guide, hearing, and assistance dogs will be permitted if the animal is on a leash or harness. Other classes of trained service animals are also permitted if they are properly restrained. Service animals may not occupy a seat.

11.0 USE OF PORTABLE ELECTRONIC DEVICES (INCLUDING CAMERAS)

011.01.00 USE OF PORTABLE ELECTRONIC DEVICES –VRE only permits the use of devices approved by the Federal Communications Commission for public use. Audio devices must be used with a headset and the volume must be kept low such that other passengers are not disturbed.

Cell phone use is permitted, but may not be used in such a manner that disturbs other passengers unnecessarily.

12.0 OBSERVANCE OF INSTRUCTIONS ISSUED BY TRAIN SERVICE AND EMERGENCY PERSONNEL

17 012.01.00 OBSERVANCE OF INSTRUCTIONS ISSUED BY TRAIN SERVICE AND EMERGENCY PERSONNEL – All persons are required to abide by the instructions issued by Train Service and Emergency Personnel while on-board VRE trains, at VRE facilities and on railroad property.

13.0 BOARDING AND DETRAINING REGULATIONS

BOARDING AND DETRAINING MOVING TRAINS – No passenger shall attempt to board or get off a VRE train when it is in motion. Passengers boarding and alighting must use equipment mounted railings and hand-holds to climb into or out of equipment.

14.0 STATIONS AND FACILITIES

014.03.00 CONTRAVENTION OF INSTRUCTIONS – No person shall disobey official instructions or directions indicated on any sign or posting erected at or on a VRE facility or equipment.

15.0 ACCESSIBILITY FOR PERSONS WITH DISABILITIES

015.02.00 ACCESS TO VRE TRAINS BY PERSONS WITH DISABILITIES – All trains operated by VRE in Revenue Train Service and Special Train Service shall be accessible to persons with disabilities in full compliance with Federal and Commonwealth of Virginia statutes. Each train shall provide at least one (1) car that is fully accessible to persons with disabilities. A fully accessible car shall be equipped with an accessible toilet (if a toilet is made available for public use). The car shall normally 18 be positioned at the northernmost end of the train. Passengers in wheelchairs and others requiring boarding assistance from Train Service Personnel shall position themselves at the northernmost end of the station platform in the designated “Boarding Area for Persons with Disabilities.” Persons with disabilities not using wheelchairs and not requiring boarding assistance may access any car on a train which is opened for boarding. Persons with disabilities must be given priority access to seats marked as seating for wheelchair/persons with disabilities.

16.0 LOST AND FOUND

016.01.00 RETRIEVAL OF LOST PROPERTY – For items lost or left on trains or at stations, reports may be made at www.vre.org/feedback/lostitems.php or passengers may call 703-684-1001 (TTY) 703-684-0551 for assistance.

VRE shall make every reasonable effort to assist passengers in the retrieval of lost, stolen, or misplaced items, but is not responsible for such items.

17.0 BICYCLES

19 • For the safety and convenience of our other riders, all bikes will be boarded and removed last after all other passengers have boarded or detrained. • Passengers are not permitted to ride any bicycle on the platforms or trains. • All bicycles must be clean and free of grease. • VRE will not be responsible for the security of any bicycle brought on board.

18.0 AMENDMENTS TO TARIFF

19.0 PUBLIC INSPECTIONS OF TARIFF

Virginia Railway Express 1500 King Street, Suite 202 Alexandria, VA 22314-2730

20 APPENDIX I System Map with Fare Matrix

21 APPENDIX II Full Fare Matrix

Zone 1 Zone 2 Zone 3 Zone 4 Zone 5 Zone 6 Zone 7 Zone 8 Zone 9 Single-Ride 11.10 10.40 7.10 6.45 5.80 5.10 4.50 3.80 Ten-Trip 101.50 95.50 64.90 58.80 52.70 46.60 40.50 34.40 Five-Day 88.30 82.90 56.50 51.20 45.90 40.50 35.30 29.80 Monthly 305.90 287.40 195.70 177.30 158.80 140.40 122.00 103.60

Zone 7 Single-Ride 9.80 9.10 5.80 5.10 4.50 Ten-Trip 89.30 83.20 52.70 46.60 40.50 Five-Day 77.70 72.40 45.90 40.50 35.30 Monthly 268.90 250.80 158.80 140.40 122.00

Zone 6 Single-Ride 9.10 8.45 5.10 4.50 3.80 Ten-Trip 83.20 77.20 46.60 40.50 34.40 Five-Day 72.40 67.10 40.50 35.30 29.80 Monthly 250.80 232.40 140.40 122.00 103.60

Zone 5 Single-Ride 8.45 7.80 4.50 3.80 3.15 Ten-Trip 77.20 71.00 40.50 34.40 28.30 Five-Day 67.10 61.80 35.30 29.80 24.60 Monthly 232.40 214.10 122.00 103.60 85.30

Zone 4 Single-Ride 7.80 7.10 3.80 Ten-Trip 71.00 64.90 34.40 Five-Day 61.80 56.50 29.80 Monthly 214.10 195.70 103.60

Zone 3 Single-Ride 7.10 6.45 Ten-Trip 64.90 58.80 Five-Day 56.50 51.20 Monthly 195.70 177.30

Zone 2 Single-Ride 6.45 5.80 Ten-Trip 58.80 52.70 Five-Day 51.20 45.90 Monthly 177.30 158.80

Zone 1 Single-Ride 5.80 Ten-Trip 52.70 Five-Day 45.90 Monthly 158.80

22 APPENDIX III Discounted Fare Matrix Zone 1 Zone 2 Zone 3 Zone 4 Zone 5 Zone 6 Zone 7 Zone 8 Zone 9 Single-Ride 5.55 5.20 3.55 3.20 2.90 2.55 2.25 1.90 Ten-Trip 50.75 47.75 32.45 29.40 26.35 23.30 20.25 17.20 Five-Day 44.15 41.45 28.25 25.60 22.95 20.25 17.65 14.90 Monthly 152.95 143.70 97.85 88.65 79.40 70.20 61.00 51.80

Zone 7 Single-Ride 4.90 4.55 2.90 2.55 2.25 Ten-Trip 44.65 41.60 26.35 23.30 20.25 Five-Day 38.85 36.20 22.95 20.25 17.65 Monthly 134.45 125.40 79.40 70.20 61.00

Zone 6 Single-Ride 4.55 4.20 2.55 2.25 1.90 Ten-Trip 41.60 38.60 23.30 20.25 17.20 Five-Day 36.20 33.55 20.25 17.65 14.90 Monthly 125.40 116.20 70.20 61.00 51.80

Zone 5 Single-Ride 4.20 3.90 2.25 1.90 1.55 Ten-Trip 38.60 35.50 20.25 17.20 14.15 Five-Day 33.55 30.90 17.65 14.90 12.30 Monthly 116.20 107.05 61.00 51.80 42.65

Zone 4 Single-Ride 3.90 3.55 1.90 Ten-Trip 35.50 32.45 17.20 Five-Day 30.90 28.25 14.90 Monthly 107.05 97.85 51.80

Zone 3 Single-Ride 3.55 3.20 Ten-Trip 32.45 29.40 Five-Day 28.25 25.60 Monthly 97.85 88.65

Zone 2 Single-Ride 3.20 2.90 Ten-Trip 29.40 26.35 Five-Day 25.60 22.95 Monthly 88.65 79.40

Zone 1 Single-Ride Ten-Trip 26.35 Five-Day 22.95 Monthly 79.40

Agenda Item 10-A Information Item

To: Chairman Milde and the VRE Operations Board

From: Doug Allen

Date: September 19, 2014

Re: Update on Jurisdictional Action on the Master Agreement

Background:

The Virginia General Assembly has enacted a statutory requirement amending § 15.2-4507 and providing that for each year the state contribution is greater or equal to the highest contribution from a single jurisdiction, the Chairman of the Commonwealth Transportation Board or his designee shall have a weighted vote equal to the highest contributing jurisdiction.

On June 20, 2014, the VRE Operations Board recommended to the Commissions that the approved amendment to the Master Agreement for the Provision of Commuter Rail Service in Northern Virginia be transmitted to all Participating and Contributing Jurisdictions for their approval and execution, and that thereafter it be approved and executed by the Commissions.

Current Status

Jurisdiction Date considered/to be Status considered by Governing Body Alexandria September 9, 2014 Approved by Council Arlington September 20, 2014 Pending Consideration

Fairfax September 9, 2014 Approved by Board of Supervisors Fredericksburg To be determined To be determined Manassas July 28, 2014 Approved by Council Manassas Park August 5, 2014 Approved by Council Prince William September 16, 2014 Pending Consideration Spotsylvania August 12, 2014 Approved by Board of Supervisors Stafford August 19, 2014 Approved by Board of Supervisors NVTC TBD Waiting on all approvals PRTC TBD Waiting on all approvals

Agenda Item 10-B Information Item

To: Chairman Milde and the VRE Operations Board

From: Doug Allen

Date: September 19, 2014

Re: Fredericksburg Mitigation Accommodation

As part of the discussion and approvals leading up to the last Master Agreement changes in 2007, a list of mitigation accommodation projects were approved that dealt with certain projects in different jurisdictions. Fredericksburg Councilman Matt Kelly asked that the list be reviewed for Fredericksburg projects not completed. He indicated this issue should be resolved before the current recommended revision to the Master Agreement related to weighting the state’s vote is considered by the Fredericksburg Council for action.

Upon reviewing the issue, it appears that some additional work at the Fredericksburg Station is warranted. In lieu of the original projects, Mr. Kelly has asked that repairing the remainder of the platforms be substituted. The purpose of this item is to discuss the issue and seek direction. If the Operations Board concurs, staff will return with a modified FY 2016 CIP.

Agenda Item 10-C Information Item

To: Chairman Milde and the VRE Operations Board

From: Doug Allen

Date: September 19, 2014

Re: 2014 Customer Service Survey

Background VRE conducted its annual customer service survey on board all northbound VRE and Amtrak cross-honor trains on the morning of May 7, 2014. The survey gives riders an opportunity to evaluate VRE operations and system performance. The survey was completed by 5,997 riders, which is approximately 60% of the riders that morning.

Survey Results The scoring trend on the survey continues to be positive, especially with respect to the performance of the train crews. The overall train crew rating was 92%, up from 90% the previous two years. Two areas that were specifically targeted in the action plan from last year’s survey were Checking Tickets Regularly, and Making Timely Delay Announcements.

• Checking Tickets Regularly – The scores for this category had plateaued at about 78% for several years. We worked with Keolis to move towards a 100% inspection, as long as there was no impact on the safe operation of the train, and the effort was clearly recognized by the passengers. Last year’s rating had edged up to 81% and this year we hit 86%.

• Make Timely Delay Announcements – The scores had been in high 60’s and mid 70’s indicating that passengers felt that they were not being updated adequately while onboard during a delay. Once again, we worked with Keolis to implement a procedure to ensure that conductors were making announcements at a minimum of once every 10 minutes during a delay. This year the scores improved to 81%. While there is still room for improvement, we have shown that we can use targeted efforts to improve the passenger’s experience and perceptions.

On the Customer Service section, one area that typically receives low ratings is VRE Follow-up to Delays or Problems. With scores over the past few years ranging from a low of 50% up to a high of 65%, we added this category to our action plan. By making the effort to send explanatory Train Talk emails out immediately following a service disruption, we have been able to reduce the number of GoTrains emails we receive about specific events, and we have been able to share with the passengers some of the rationale on decisions we make with respect to the operation. This effort, which is ongoing, resulted in a score this year of 68%. Once again, there is still plenty of room for improvement, but the efforts seem to be having an impact.

Our action plan for the past year also included improving the quality and quantity of communications on the platform. This year, in the categories of Public Address System on the Platform and Timeliness of Platform Information we scored 62% and 61% respectively. While seemingly unimpressive, those numbers were in the 40-45% range just a few years ago. One important takeaway from this year’s results, especially with respect to communicating with passengers is, when we think we have communicated enough, we need to go even further.

The survey results summary is included here and full results are available at www.vre.org as downloadable Microsoft Word or PDF files.

Moving Forward While these results are still being evaluated, we have already begun work on an action plan for the coming year. We saw scores decline in the categories dealing with our current Fare Collection System. That was most likely in response to reliability issues that resulted from our attempt to change to a domestic supplier of ticket stock. The new stock did not perform as we expected and created additional maintenance issues. This has been resolved with a return to our German supplier. In the bigger picture, though, the upcoming Mobile Ticketing project should improve the passenger’s perception of the ease and convenience of purchasing and validating VRE tickets.

We are also exploring projects dealing with automatic passenger counters onboard the trains, and automatic traffic counters at the station parking lots. Besides providing accurate and timely information that can be better utilized for planning and operations, this information, coupled with other improvements in technology, could provide real-time information to passengers. For example, passengers could receive real time alerts as to parking availability which may allow them to choose a different station that day.

The VRE website, according to the survey, is where 80% of our passengers go for detailed information about our service. The Quality of Website has been rated consistently at or about 75%. We recognize that the current website is not as passenger-centric as it needs to be and we will be initiating a project to redesign and re-launch the website. Particular focus will be placed on the user experience and improving the ability to find important service information. We will also work to integrate the site with our efforts on social media sites like Facebook and Twitter. We hope to launch the new website in advance of next year’s survey. The annual Customer Service Survey is a very long, detailed document. The fact that we are able to get a completion rate of about 60% of the passengers is a clear indicator that our passengers are actively engaged and interested in the service and our performance. We take all of the input as a constructive measure on how we are performing and will continue to develop plans of action to address the concerns and ideas provided.

Attachment A

Customer Service: 2011 2012 2013 2014 1 Responsiveness of VRE Staff 85% 88% 89% 90% 2 Friendliness of VRE Staff 83% 89% 88% 89% 3 VRE Follow-Up to Delays or Problems 50% 61% 65% 68% 4 Lost and Found 68% 70% 69% 68% 5 Usefulness of Rail time 72% 77% 80% 79% 6 Timeliness of E-mail Responses 51% 58% 62% 64% 7 Quality of E-mail Responses 56% 65% 67% 68% 8 Quality of Website 74% 75% 75% 74% 9 Timeliness of Website Information 67% 69% 70% 70% 10 Timeliness of Train Talk 65% 65% 68% 71% 11 Quality of Train Talk 69% 67% 70% 72% 12 Overall Communication with Passengers 67% 72% 77% 76%

Train Crew Members: 1 Are Knowledgeable About VRE Operations 83% 90% 92% 93% 2 Are Helpful 84% 90% 90% 92% 3 Are Courteous 83% 89% 89% 91% 4 Make Regular Station Announcements 75% 82% 84% 85% 5 Make Timely Delay Announcements 68% 76% 78% 81% 6 Check Tickets Regularly 78% 78% 81% 86% 7 Present A Professional Appearance 91% 93% 93% 94% 8 Overall Crew Performance 85% 90% 90% 92%

VRE Operations: 1 Convenience of Schedules 59% 59% 62% 60% 2 On-time Performance 62% 85% 89% 84% 3 Cleanliness of Trains 89% 91% 93% 93% 4 Cleanliness of Stations 83% 84% 88% 87% 5 Communication between VRE Staff & Riders 71% 77% 81% 82% 6 Automated Telephone System 59% 67% 72% 73% 7 Reliability of FC2 Ticket Vending Machines 51% 58% 58% 56% 8 Ease of Buying a FC2 Ticket 70% 75% 79% 77% 9 Ease of Using SmartBenefits (Metrocheks) 61% 63% 70% 71% 10 Station Parking Availability 56% 57% 66% 65% 11 Public Address System On Train 52% 58% 64% 64%

12 Public Address System On Platform 45% 51% 58% 62% 13 Timeliness of Platform Information 40% 50% 58% 61% 14 Personal Security at Station & On Train 63% 68% 75% 76% 15 Safety of Train Equipment 79% 84% 87% 88% 16 Station Signage 67% 71% 76% 77% 17 Lighting at Morning Station 79% 82% 85% 86% 18 Lighting at Evening Station 79% 82% 85% 86% 19 Traffic Circulation 49% 53% 58% 57% 20 Level of Fare for Quality and Value of Service 63% 61% 67% 64% 21 Overall Service Quality 78% 84% 88% 88% *Percentages represent ratings of "excellent" or “good"