MEETING NOTICE AND AGENDA

MEMBER AGENCIES LOSSAN TECHNICAL ADVISORY COMMITTEE California Department of The TAC may take action on any item appearing on this agenda. Transportation Los Angeles County Metropolitan Transportation Authority North San Diego County Transit Development Board Tuesday, September 9, 2003 Orange County Transportation Authority 11:30 am – 2:00 pm San Diego Association of Governments th San Diego Metropolitan Transit Santa Monica Room, 13 Floor Development Board Metropolitan Transportation Authority

San Luis Obispo Council of Los Angeles, CA Governments

Santa Barbara County Association of Governments

Ventura County Transportation Commission SANDAG Staff Contact:

EX-OFFICIO MEMBER Linda Culp (619) 595-5357 Southern California Association of Governments [email protected]

SANDAG ADDITIONAL TECHNICAL 401 B Street, Suite 800 ADVISORY COMMITTEE MEMBERS San Diego, CA 92101 Amtrak fax: (619) 595-5305

Burlington Northern Santa Fe

California Public Utilities Commission

Southern California Regional Rail Authority Note: This agenda is sent to the LOSSAN Board of Directors for informational purposes. Union Pacific

LOSSAN TECHNICAL ADVISORY COMMITTEE Tuesday, September 9, 2003

ITEM # ACTION

1. WELCOME AND INTRODUCTIONS

+2. LOSSAN BOARD WORKSHOP (All Members): REVIEW AND TIME CERTAIN: 11:45 a.m. COMMENT The agenda and core items for the September 13, 2003 Board of Directors workshop at MTA have been developed based upon comments from the TAC and distributed. Staff will present the slide show for the workshop and any remaining logistical items for the TAC’s review at the meeting. The facilitator for the workshop will also be available.

+3. UPDATE ON TEA-21 REAUTHORIZATION AND OTHER LEGISLATIVE DISCUSSION ACTIVITIES (Caroline Reis, NCTD) An update on the current reauthorization efforts and developments related to FY 2004 federal appropriations will be provided at the meeting. The TAC also will discuss recent efforts on the part of member agencies to update the LOSSAN corridor definition in the reauthorization bill.

4. TAC MEMBER UPDATES INFORMATION +4A. Pacific Surfliner Ridership And Revenue Report 4B. Caltrans Intercity Rail Competitive Bidding and Service Options Study Update 4C. Other members

5. NEXT MEETING INFORMATION The next TAC meetings are proposed for Tuesday, October 14, 2003 and Tuesday, November 18, 2003 at MTA beginning at 11:30 a.m.

6. AMTRAK PASSENGER RECOGNITION ACTIVITIES (Sarah Swain, DISCUSSION Amtrak): TIME CERTAIN: 1:30 P.M. Amtrak, Caltrans, and LOSSAN Staff are planning events at the end of the month to recognize Amtrak’s two-millionth passenger for the year, an all- time high record ridership. Events are planned at the San Diego Santa Fe Depot and Los Angeles Union Station, as well as onboard a Pacific Surfliner train. Amtrak staff will update the TAC on specifics at the meeting.

7. PUBLIC COMMENT/COMMUNICATIONS

Attachment: LOSSAN TAC Meeting Summary Notes, August 5, 2003

+ next to an agenda item indicates an attachment.

2 Attachment 1

September 9, 2003

TO: LOSSAN Technical Advisory Committee

FROM: Linda Culp, SANDAG

SUBJECT: August 5, 2003 Meeting Minutes

The LOSSAN Technical Advisory Committee met on August 5, 2003. In attendance were:

Liz O’Donoghue, Amtrak Via Telephone: Deadra Knox, SCRRA Linda Culp, SANDAG Bill Bronte, Caltrans Leslie Blanda, NCTD Jay Fuhrman, MTA Shohreh Dupuis, OCTA Betty Laurs, for OCTA Ellen Roundtree, NCTD Pete Rodgers, SLOCOG

The major items discussed during the meeting are summarized as follows:

LOSSAN BOARD WORKSHOP

Staff reported that a quorum of the Board is expected for the September 13, 2003 Board of Directors workshop. The Chair and Vice Chair also would like to encourage TAC members and managers from member agencies to participate in the discussion. In order to encourage member agency participation, Board Member Proo recently spoke at the bimonthly meeting of the Metrolink chief executives and encouraged them to attend. Staff also asked that TAC members follow-up with their executive.

Staff summarized the draft agenda and core items for the workshop and the TAC had the following comments.

In terms of the agenda: ƒ Move the Corridor Conditions report to earlier in the workshop and review what has happened in the corridor since LOSSAN’s inception in 1989. ƒ Add a description of the corridor to the Corridor Conditions section. ƒ Move the Milestones and Funding items to Corridor Conditions section. ƒ Drop the Agency Issues section. ƒ Move the Visioning for the Agency exercise to after the background information has been discussed. ƒ Drop the Agency Strategies and TimeLine as a separate section and integrate it with the Visioning section. ƒ Also in the Visioning section, include time for a discussion of where the agency is headed in terms of a range of opportunities and options for the board to consider.

3

In terms of the core items: ƒ Rework the What is LOSSAN? Section in reflect the reasons why the agency was formed, the legislation that created the agency and what the agency originally accomplished. ƒ Also in the section, include a discussion of the advent of commuter rail operations, the Southern California Intercity Rail Group (SCIRG) during which time LOSSAN was inactive, and the recent resurgence of LOSSAN. ƒ In the Corridor Conditions Section, discuss the operating support that Caltrans contributes to the corridor and how this is a unique relationship with Amtrak in the corridor.

Staff will make these revisions and distribute via email to the TAC during the week of August 25, 2003. The agenda is scheduled to be mailed on September 4, 2003.

UPDATE ON TEA-21 REAUTHORIZATION ACTIVITIES AND OTHER LEGISLATIVE ACTIVITIES

Staff reported that letters were sent to the corridor delegation urging their opposition to the House Subcommittee on Appropriations recent proposal of $580 million for Amtrak in FY 2004, well below the requested $1.8 billion. Federal transit fund levels were also reduced, while highway funding was increased under the proposal. The House Appropriations Committee reviewed the Subcommittee’s markup and restored Amtrak and transit funding, although not to the levels requested by Amtrak or the transit community. Amtrak funding is proposed by the full committee at $900 million.

TAC members also discussed the need to correctly define the LOSSAN corridor in SAFETEA. NCTD staff reported that this subject was recently approached with Senator Barbara Boxer’s staff and there did not seem to be a problem in getting this language inserted. NCTD staff will follow-up with the Senator’s office, to be followed by a letter from LOSSAN.

PASSENGER RAIL INVESTMENT REFORM ACT OF 2003

Liz O’Donoghue was welcome by TAC members as the new representative from Amtrak. During the last week, the Bush Administration released the reform bill for Amtrak. Overall the bill would break Amtrak up into 3 separate companies: (1) an intercity rail operator that would be open to competition for state or multi-state sponsored service; (2) a Northeast Corridor infrastructure company, and (3) a public agency that would retain Amtrak’s access rights and brand.

While the responsibility for intercity and long-distance service would shift to the states, no additional revenue sources were identified. Other potentially negative issues from Amtrak’s standpoint are that it assumes that states will take over operations and this would make particularly the long-distance service difficult to maintain and manage. A positive for states is that the bill calls for a 50/50 split for capital projects, a larger federal share than currently. Caltrans and Amtrak are further analyzing the bill and will provide this information to the TAC when it becomes available.

Since the Bush Administration released its proposal, Senators Hutchinson, Lott, and Burns have introduced a bill felt by Amtrak to be more national in perspective. This would authorize $12 billion in operating subsidies over a six-year period, and a $48 billion capital infrastructure bond for the same time period.

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MEMBER UPDATES

Pacific Surfliner Ridership and Revenue Report Amtrak reported another record month of ridership on the Pacific Surfliner corridor and the 11th straight month of record levels. Riders taking advantage of the Amtrak-Metrolink-Caltrans Rail-2-Rail program reached an all-time high.

Recognition of the Two-Millionth Rider Amtrak staff also updated the TAC on events underway to recognize the two-millionth rider this year on the Pacific Surfliner service. Events are tentatively scheduled for Thursday, September 25, 2003, but this date needs to be finalized with dignitaries. The two-millionth rider will be chosen on a trip from San Diego to Los Angeles and recognized at an event at Union Station. As details are more developed, an update will be provided to TAC members.

MTA’s Gold Line MTA staff reported that their newest light rail line, the Gold Line from Union Station to Pasadena, opened over the weekend. Nearly 160,000 passengers took advantage of the free service over the weekend.

FY 2004 State Budget Caltrans reported on the newly-signed state budget and potential impacts to the corridor. There will be no change to intercity rail operations over the fiscal year. Funds from the Governor’s Traffic Congestion Relief Program (TCRP) are not expected in the foreseeable future. The Department expects specific funding challenges in November 2003 and April 2004.

NEXT MEETING

The next TAC meeting is scheduled for September 9, 2003.

PUBLIC COMMENT/COMMUNICATIONS

None.

5 Agenda Item #2

2003 BOARD WORKSHOP

Saturday, September 13, 2003 10:00 a.m. to 2:30 p.m. Windsor Room, 15th Floor MTA One Gateway Plaza Los Angeles CA

AGENDA

10:00 -10:15 a.m. Check-In at 3rd Floor Security Desk, Proceed to 15th Floor

10:15 a.m. Welcome and Introductions

ƒ Goals for Board Workshop

ƒ LOSSAN Issues Paper

10:30 a.m. - Shared Corridor: Shared Responsibility ...... Page 3 11:15 a.m. ƒ Description of Corridor

ƒ LOSSAN Past: Milestones in the Corridor

ƒ LOSSAN Present: Current State of the Corridor

ƒ LOSSAN Future: Challenges Ahead in the Corridor

11:15 a.m. - What is LOSSAN? ...... Page 10 11:45 a.m. ƒ Origins of the LOSSAN Rail Corridor Agency

ƒ Agency Structure

ƒ Member Agency Roles

6 12:00 p.m. Lunch (provided)

12:15 p.m. - What is your vision for LOSSAN as an Agency? 1:15 p.m. ƒ Range of Opportunities

ƒ Acceptance and Support of Member Agencies

1:15 p.m. Break

1:30 p.m. - Reaching this Vision 2:00 p.m. ƒ Agency Strategies

ƒ TimeLine for Implementation

2:00 p.m. Public Comments/Communication

2:15 p.m. Closing Remarks/Wrap Up

2:30 p.m. Adjourn

Attachment: LOSSAN Fact Sheet

7 Agenda Item #3 TEA-3 Update – LOSSAN TAC – September 9, 2003

TEA The House Transportation and Infrastructure Committee (T&I) is expected to have legislative proposals for both a short-term extension of TEA 21 and a new six-year authorizing bill ready to introduce when Congress returns in September.

T&I Committee leadership received support for its effort to get an increase in the federal gas tax, indexing, or both, when influential conservative Paul Weyrich, National Chairman of the Coalitions for America, publicly endorsed a gas tax increase during the week of July 7th. Polls released by Zogby International also indicate popular support for raising or indexing the gas tax so long as it is dedicated to fund transit and highway projects.

The House Ways and Means Committee, however, has jurisdiction over the tax title of reauthorization legislation, including any modification to the gas tax, and has not yet shown support for raising or indexing the gas tax. The committee has not set a date for marking up its portion of the bill.

The Senate Banking Committee, which has jurisdiction over the transit title of TEA 21 reauthorization, has not yet announced plans for marking up its portion of the bill. According to a Washington transportation newsletter, members and staff say most of the transit reauthorization issues have been settled but they will not mark up a bill until the issue of increasing revenues for transportation is resolved.

The Senate Environment and Public Works (EPW) Committee, which has jurisdiction over the highway title of the bill, is believed to be close to introducing its bill, which would total $311 billion for highways and transit, sometime in September. Senate Majority Leader Bill Frist (R-TN) has indicated he will reserve time for the bill on the Senate floor in late September if the committees can complete their work.

While Grassley and Baucus continue to seek support for their proposal to replace most of the transit funding that comes from the federal motor fuels tax with funds raised through the sale of federal bonds, a July 24th, 2003 letter from U.S. Treasury Secretary John Snow to Senate Budget Committee Chairman Don Nickles (R-OK) provides that the Department of Treasury "opposes these proposals in the strongest possible terms" and further emphasizes that, should any such legislation reach the President's desk, the Secretary would "recommend that he veto the legislation." The letter is the result of the Department's review of a Congressional Budget Office (CBO) report on different ways that federal bonds could be used to fund transportation programs. The letter also states that the Department believes such a proposal would cost the Treasury an extra $8 to $48 billion over 20 years, and would constitute a "threat to the government's financial foundation."

Appropriations The House Appropriations Committee approved the Fiscal Year 2004 Transportation and Treasury spending bill on Thursday, July 24. The bill, H.R. 2989, includes a number of important changes from the version approved by the subcommittee the previous week, which had cut funding for transit programs, eliminated the Transportation Enhancement program, and increased highway funding.

8 • Overall FY 04 transit funding level: $7.23 billion--$52 million above the FY 03 level and $5 million above the President's request. • Restored New Starts funding to the FY 2003 guaranteed level of $1.214 billion--still $36 million below the actual FY 2003 appropriation. • Funds formula programs at $3.789 billion--an increase of nearly $25 million over actual FY 2003 appropriations; • Increases the Bus and Bus Facilities program by $70 million--including $50 million in Clean Fuels Formula Funds. • Federal highway program funding set at $34.6 billion, an increase of $2.2 billion, or 6.7%, over the FY 2003 appropriations level, but $1.1 billion less than the subcommittee level. • Removes the requirement and make optional that ten percent of STP funds be suballocated to metropolitan areas be used for the Transportation Enhancement Program.

The House Leadership set to move all 13 pending appropriations bills as quickly as possible and it is likely that the transportation bill will move through the House the first week back from summer recess.

Transit Security Through the FY 2003 Emergency Wartime Supplemental Appropriations bill, H.R. 1559, the Department of Homeland Security has provided $65 million for transit security at the 20 largest transit agencies based on ridership, which include the following:

3. Los Angeles County Metropolitan Transportation 4,577,600 Authority

7. San Francisco Municipal Railway 2,411,395

15. San Francisco Bay Area Rapid Transit District 976,498

To receive funding recipients must submit grant applications to the Department of Homeland Security.

State Report Refer to the attached update on individual state legislation, which also includes the position taken by the LOSSAN Board of Directors in May 2003.

9 STATE LEGISLATIVE REPORT September 3, 2003

LOSSAN BILL DESCRIPTION STATUS Position AB 98 Provides that if the Industrial Welfare Commission (IWC) adopts or Enrolled and sent to the Governor (Koretz-D) amends an order applicable to a public transit agency employee who August 28. operates a commercial vehicle, that the IWC may exempt an employee covered by a valid collective bargaining agreement. AB 427 Allows local governments to extend a sales taxes funding transportation Chaptered on July 28, Will take (Longville--D) beyond 20 years. effect on January 01, 2004. Support AB 531 Allows $10 billion in General Obligation Bonds to be issued for Passed Committee on Jobs, (Kehoe-D) community and infrastructure improvements. This bill has an urgency Economic Development and the provision attached to it and would take effect immediately upon signature Economy on April 22. Held under by the governor. submission. AB 557 Extends the yield-to-bus pilot program in Santa Cruz Metropolitan Transit Passed Assembly Floor. Passed (Lowenthal-D) District, Orange County Transportation Authority, Alameda-Contra Costa Senate Transportation on July 07. Transit District, and the Santa Clara Valley Transportation Authority. Hearing postponed in Transportation Committee. (CTA withdrew support) Support AB 684 Requires publicly owned transit operators who choose to implement a Passed Transportation Committee (Dutra-D) smart card system to use universal software compatible with participating April 28. Held under submission. transit systems across the state. AB 813 Excludes specific expenses from operating costs when calculating fare Enrolled and sent to the Governor (Salinas-D) revenue ratios until January 2008. August 28. Support AB 839 Requires that agencies installing new security systems or that possess Unanimously passed Assembly on (Salinas-D) existing surveillance systems preserve the images for as long as the April 10. Passed Senate September installed technology allows. 02. To conference. Oppose AB 875 Shifts revenues generated from sales and use taxes on motor vehicle Died. (Wyland) fuels to solely fund free construction. AB 1065 Allows counties to place on their ballot an ordinance to double funds for Passed Assembly. Hearing July 09 (Longville-D) Transportation Development Act purposes. in Senate Revenue and Taxation Committee cancelled at request of author.

10 STATE LEGISLATIVE REPORT September 3, 2003

Support ACA 7 Lowers voter approval threshold from two-thirds to 55% majority for a Passed Transportation Committee. (Dutra and Wolk- special sales tax to exclusively fund transportation projects within a local Passed Elections, Redistricting and both D) or regional transportation agency’s jurisdiction. Constitutional Amendments. Passed Appropriations July 14. To third reading. Support ACA 9 Authorizes a city, county, or special district to impose a qualified special Passed Local Government (Levine-D) tax to fund capital infrastructure construction projects, with the approval Committee, Committee on of a majority of its voters voting on the tax. Elections, Redistricting and Constitutional Amendments, and Appropriations. To third reading. Support ACA 11 Adds a provision to allow for bonding by local governments for the Passed Local Government (Levine-D) construction of an infrastructure project. Lowers the voter approval Committee on April 30. Hearing in threshold to a 55% majority for local governments to create general Constitutional Amendment obligation bonds to fund infrastructure projects. Committee on May 20. Support SB 321 Places a $15 billion bond on the November 2004 ballot for transportation Passed Senate Committees. Placed (Torlakson) ($8 billion), housing ($3 billion), and local infrastructure ($4 billion). on Suspense.

Support SB 541 The Motor Vehicle Fuel tax was set at 18 cents per gallon in 1994 and Did not pass Senate Transportation (Torlakson) has not kept up with inflation. This bill would annually adjust the Motor Committee. Died. Vehicle Fuel tax for inflation beginning in calendar year 2004. Support SB 585 Sends a general obligation bond measure to the voters to provide funding Never left Rules Committee. Died. (Soto) to facilitate freight movement, which would include railroad-highway grade separations. Support SB 760 Extends the sales tax exemption on specified sales and leaseback of Passed Senate on June 04. Passed (Scott-D) qualified equipment used in public transportation services to January Assembly Committees. Third 2009. reading on Assembly floor. SCA 2 Lowers voter approval threshold from 2/3 to simple majority for a special Passed Senate Committees. To (Torlakson-D) sales tax to fund transportation projects with 25% minimum toward smart third reading. No action since growth planning. March. SCA 7 Requires loans made from transportation accounts not repaid within the Unanimously passed Transportation (Murray-D) same fiscal year that the loan was made, be repaid with interest. Committee on April 01. Passed Provides that if the Governor declares a state fiscal crisis that is Constitutional Amendments on April negatively impacted by the loans repayment that the repayment occurs 23. Passed Appropriations on May 11 STATE LEGISLATIVE REPORT September 3, 2003

within three fiscal years of the loan date. 05. Held in committee under submission. SCA 11 Authorizes a local government, with the approval of a majority of its Passed Local Government on May (Alarcon-D) voters, to incur indebtedness in the form of general obligation bonds to 07. Hearing on July 07 in Committee fund infrastructure projects, including construction of affordable housing on Constitutional Amendments for persons of very low, low, and moderate income, transportation postponed. enhancement activities, acquisitions of land for open-space use, and other general infrastructure needs. Support SBX1 7 Creates the Transportation Investment Fund in the State Treasury. Passed Senate Floor. Re-referred to (Committee on Transfers funds from the Transportation Investment Fund to the Traffic Assembly Budget Committee on Budget and Congestion Relief Fund and the Public Transportation Account, then April 28. Fiscal Review) loans specific funds out of those accounts and to the General Fund. Provides for a loan of $500,000,000 from the Transportation Investment Fund to the General Fund during fiscal year 2003-04, to be repaid no later than June 30, 2009.

12 Agenda Item #4A

Amtrak - West Ridership and Revenue Summary July 2003

Summary:

• Aggregate ridership up 14% – whether including or excluding the contribution of special trains – topped last year for an eleventh consecutive month and was strongly boosted by record gains from the Amtrak-Metrolink Rail-2-Rail program, which climbed 6% over the previous high set in April. • Deferred ridership adjustments contributed a 2% boost to overall ridership. • Total routes revenue exceeded last year (+10%) and budget (+6%).

Coast Starlight: Total Ridership -4.6% vs. FY02; -9.7% vs. Budget Ticket Revenue -6.0% vs. FY02; -13.3% vs. Budget

What’s Hot? • Coach average revenue missed the month’s previous record high set in 2000 by one penny; nonetheless, the prior year target was beat by 2%, although budget was missed by 1%. • Three Los Angeles city pairs contributing large ridership gains to the route were LAX-Eugene (+61%), LAX-Tacoma (+50%), and LAX-Albany (+55%). • Seattle station ridership, although even with last year, chalked up hefty gains among city pairs SEA-Chemult (+234%), SEA-San Luis Obispo (+53%), and SEA-Sacramento (+13%). • First class city pair ridership up 48% between Seattle and San Jose led in first class headcount gains despite an 11% ridership drop on the city pair. • Booking activity dollar volume rose 22% for the Internet and Self-Serve Ticketing booking channels in spite of an overall 6% decline. • Average daily Tuesday ridership in first class was up 9% from last year (see What’s Not).

What’s Not? • First class ridership edged down 2% from last year while coach dipped 5%; against budget, first class slipped 8% and coach sank 10%. • Route revenue trailed targets for a 16th consecutive month. For the month, first class revenue trailed both year-over by 9% and budget by 16%; and coach lagged goals falling behind last year by 4% and budget by 11%. • Yield on the route and in both classes of service remain short of targets but at significantly reduced margins than seen since January. • Bay area stations Emeryville and Martinez posted year-over ridership declines of 11% while Oakland and San Jose each stumbled 9%. • Among significant city pairs losses were Los Angeles-Oakland (-14%), Emeryville- Portland (-29%), Chemult-Martinez (-59%), and Martinez-Los Angeles (-37%). • San Jose city pair losses were led by Southern California linked stations as SJC-San Luis Obispo (-22%), SJC-Santa Barbara (-13%), and SJC-Los Angeles (-9%).

13 • Santa Barbara station ridership down 17% to last year posted a 25% drop-off along city pair SBA-Los Angeles. • Average daily Tuesday ridership fell 8% lower than last year on a 12% decline in coach ridership (see What’s Hot). • On-time performance at 10% remained mired far below goal of 70% and was last lower in February 2002 when it sank to 9%.

Pacific Surfliner: Total Ridership +32.4% vs. FY02; +28.7% vs. Budget Ticket Revenue +24.5% vs. FY02; +21.5% vs. Budget

What’s Hot? • Route and coach ridership recorded an 11th consecutive month high boosted by record Amtrak-Metrolink Rail-2-Rail ridership. Route ridership exceeded the 200,000 mark for the first time in the month of July. • Route revenue surpassed $3.5M for the first time ever while setting a record month high for an 11th month running. In coach, a 12th month of back-to-back highs was established. • First class average revenue was up 3% over targets and climbed to a new month high. • Yield beat goals on the route and in both classes as route goals were topped by 6%, first class goals were bettered by 4%, and coach exceeded by 7%. • Most stations recorded sizable ridership gains with notable pick-ups occurring at Irvine gaining 22%, San Diego up 19%, Solana Beach rising 17%, and Los Angeles lifting 13%. • San Diego linked city pairs represented much of the major city pair winners on the route and included: SAN-Los Angeles (+15%), SAN-Fullerton (+28%), SAN- Anaheim (+26%), SAN-Irvine (+24%), and SAN-Santa Ana (+29%). • Multi-ride tickets ridership rose markedly among several San Diego city pairs such as SAN-Irvine (+56%) SAN-Los Angeles and SAN-San Juan Capistrano (each at +69%), and SAN-Santa Ana (+1200%). • Average daily ridership – net of deferred – soared 64% on Thursday primarily due to a surge in passenger count on July 3rd preceding the long 4th of July weekend. • On-time performance at 86% edged slightly over goal of 85%.

What’s Not? • Route and coach average revenue eased back 6% from prior-year and budget levels as Rail-2-Rail continues to moderate gains in revenue. • Significant city pair losses were concentrated primarily along Goleta-San Juan Capistrano down 77%, and Fullerton-San Clemente Pier, which dropped 34%. • City pair Fullerton-Santa Barbara first class ridership down 28% posted the largest first class headcount loss among city pairs on the route. • Senior citizen and child affiliated ridership year-over gains at 17% and 13% respectively, trailed route percentage gains significantly.

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Cascades: Total Ridership +4.5% vs. FY02; +1.6% vs. Budget Ticket Revenue +4.5% vs. FY02; +0.5% vs. Budget

What’s Hot? • Coach ridership beat last year by 5% and budget by 2%. • Route revenue set a new month high aided by coach revenue topping last year by 5% and budget by 1%. • Portland and Seattle stations’ ridership increased only 3% yet recorded city pair gainers that significantly boosted linked stations ridership results. • Substantive Portland ridership city pair gains included PDX-Tacoma rising 14%, and PDX-Seattle up by 3%. • Seattle city pairs that figured prominently in the linked station’s ridership gains included: SEA-Bellingham (+12%), SEA-Salem (+25%), SEA-Vancouver, WA (+7%), SEA-Kelso (+18%) and SEA-Eugene (+17%). • Average Thursday ridership (net of deferred) jumped 28% over last year due to particularly heavy gains on July 3rd and July 31st. • Multi-ride tickets usage leapt 33% year-over, far in excess of the route’s ridership gain. Portland-Salem multi-rides increased 30%.

What’s Not? • Route average trip length matched last year and goal, and remains unchanged for the month for the last three years. • Route performance measures remain unimpressive as yield and average revenue remain even with the prior year and short of budget by 1%. • Stations at both ends of the route registered ridership shortfalls with Vancouver, BC declining 9%, and Eugene dipping 5%. • Vancouver, BC city pair major losers were VAC-Seattle (-13%) and VAC-Edmonds (-18%). • City pair Eugene-Portland ridership shrank 17% year-over and represented the bulk of the passenger count loss occurring at both stations. • On-time performance rebounded to 72% but still fell short of the 80% target.

Capitol Corridor: Total Ridership +2.4% vs. FY02; -0.1% vs. Budget Ticket Revenue +9.9% vs. FY02; +7.2% vs. Budget

What’s Hot? • Ridership rose to a new month high for an 11th consecutive month beating last year’s mark by 2%. • Total revenue topped $1M for a 3rd consecutive month and was the first time in the month of July to have exceeded that dollar threshold. • Average revenue was up 7% over the prior-year and budget targets as the revenue growth rate exceeded that of ridership. • Yield hit a new month high and topped both targets by 6%.

15 • Sacramento station ridership rose 8% and primarily due to three city pairs SAC- Emeryville (+18%), SAC-Richmond (+43%), SAC-Martinez (+16%) logged the largest pickup in station ridership count on the route. • Davis-Richmond (+26%), Davis-Oakland (+28%), and Davis-Sacramento (+16%) were among the top city pairs on the route despite station ridership lifting only 3% at Davis. • Average Thursday ridership (net of deferred) jumped 30% year-over due to a 318% gain on July 3rd (see What’s Not). • Similar to last month The Capitols Kids Ride Free ridership program captured 41% of total children’s ridership propelling the segment to a 66% gain year-over. • After three months short of goal OTP rebounded to 80% – matching goal.

What’s Not? • All stations south from Oakland experienced ridership declines: Oakland dipped 3%, Hayward dropped 22%, Fremont slipped 15%, Santa Clara (Great America) fell 24%, and San Jose loss 13%. • Substantial city pair declines involved several Santa Clara (Great America) links among them: GAC-Oakland (-28%), GAC-Berkeley and GAC-Emeryville (each at -40%), and GAC-Hayward (-36%). • Heavy city pair losers involving Berkeley included: BKY-Sacramento (-23%), BKY-Davis (-16%), and BKY-San Jose (-48%). • Multi-ride tickets usage slipped 2% from last year with several Santa Clara (Great America) city pairs posting sizable declines; among them were GAC-Oakland (-28%), GAC-Berkeley (-42%), GAC-Emeryville (-45%), and GAC-Hayward (-36%). • Average Friday ridership slumped 17% year-over due to a 68% drop-off occurring on July 4th – the first Friday of the month.

San Joaquins: Total Ridership +6.8% vs. FY02; +3.8% vs. Budget Ticket Revenue +14.9% vs. FY02; +10.2% vs. Budget

What’s Hot? • Train and route revenues posted new month highs for a 4th consecutive month. • Both average revenue and yield beat last year’s mark by 8% and struck new month highs for the month going as far back as 1993. • Station ridership counts increased significantly at Fresno (+12%), Bakersfield (+6%), Hanford (+14%), and Sacramento (+15%). • City pair ridership was consistent with the stations recording sizable increases such that Fresno-Hanford gained 48%, Fresno-Bakersfield rose 17%, and Bakersfield-Sacramento lifted 15%. • BOGO, 1-2 Free, and Internet-only fares accounted for half of the overall 15% growth in year-over senior ridership. • Multi-ride usage jumped 23% over the prior year as big gains were seen at Oakland- Stockton (+700%), Richmond-Stockton (+100%), and Bakersfield-Wasco (+400%).

16 • Average Thursday ridership (net of deferred) rose 33% due to increased ridership ahead of the 4th of July weekend.

What’s Not? • Station ridership down 15% at Corcoran and minus 11% at Antioch were the only stations posting sizable total losses. • Antioch ridership was hard-hit by a loss on city pair ACA-Martinez (-71%), while Corcoran suffered material losses on COC-Hanford (-15%), and COC-Fresno (-72%) • Other large city pair losers included: Bakersfield-Emeryville (-14%), Fresno-Merced (-39%), Stockton-Modesto (-23%) and Stockton-Hanford (-10%). • OTP dropped 17 percentage points from last month to settle at 40%, widening the gulf to goal margin to a deficit of 36 points.

17 Amtrak Route Ridership and Ticket Revenue by Station Pair, FY03 vs. FY02 Attachment

July FY03 versus July FY02

Route 35 - Pacific Surfliner Ridership Ticket Revenue

Station Pair FY03 FY02 % chg. FY03 FY02 % chg. 1 Los Angeles, CA - San Diego, CA 25,921 22,470 15.4 $682,960 $559,113 22.2 2 Los Angeles, CA - Oceanside, CA 8,923 8,205 8.8 $161,869 $140,343 15.3 3 Los Angeles, CA - Solana Beach, CA 8,808 8,102 8.7 $202,558 $174,092 16.4 4 Fullerton, CA - San Diego, CA 7,134 5,591 27.6 $129,518 $101,955 27.0 5 San Diego, CA - San Juan Capistrano, CA 6,195 5,554 11.5 $84,143 $71,656 17.4 6 Anaheim, CA - San Diego, CA 5,988 4,750 26.1 $108,548 $87,658 23.8 7 Irvine, CA - Solana Beach, CA 5,970 4,649 28.4 $61,857 $50,693 22.0 8 Irvine, CA - San Diego, CA 5,408 4,351 24.3 $88,743 $69,014 28.6 9 Anaheim, CA - Los Angeles, CA 4,607 4,160 10.7 $36,180 $31,952 13.2 10 Los Angeles, CA - Santa Barbara, CA 4,128 3,329 24.0 $84,424 $64,697 30.5 11 San Diego, CA - Santa Ana, CA 3,983 3,085 29.1 $72,683 $56,868 27.8 12 San Juan Capistrano, CA - Solana Beach, CA 3,973 3,464 14.7 $37,315 $31,993 16.6 13 Los Angeles, CA - San Juan Capistrano, CA 3,869 3,495 10.7 $47,272 $44,496 6.2 14 Fullerton, CA - Los Angeles, CA 3,717 3,505 6.0 $30,726 $26,824 14.5 15 Anaheim, CA - Solana Beach, CA 3,667 2,890 26.9 $49,055 $36,209 35.5 16 Irvine, CA - Los Angeles, CA 3,630 3,133 15.9 $42,956 $35,336 21.6 17 Oceanside, CA - San Diego, CA 3,222 2,587 24.5 $35,552 $26,364 34.9 18 Los Angeles, CA - Santa Ana, CA 3,173 2,954 7.4 $31,870 $28,485 11.9 19 Fullerton, CA - Solana Beach, CA 2,693 2,657 1.4 $39,270 $37,205 5.6 20 San Diego, CA - Santa Barbara, CA 2,546 2,204 15.5 $87,606 $73,214 19.7 21 Anaheim, CA - Oceanside, CA 2,419 1,929 25.4 $29,721 $22,339 33.0 22 Santa Ana, CA - Solana Beach, CA 2,117 1,550 36.6 $26,024 $17,915 45.3 23 Fullerton, CA - San Juan Capistrano, CA 2,026 1,759 15.2 $16,442 $14,352 14.6 24 Fullerton, CA - Oceanside, CA 1,948 1,844 5.6 $24,981 $23,511 6.3 25 Irvine, CA - Oceanside, CA 1,678 1,594 5.3 $16,537 $13,765 20.1 26 Oceanside, CA - San Juan Capistrano, CA 1,645 1,479 11.2 $14,874 $13,521 10.0 27 San Diego, CA - Solana Beach, CA 1,566 1,367 14.6 $12,586 $10,390 21.1 28 Oceanside, CA - Santa Ana, CA 1,548 1,510 2.5 $18,178 $15,829 14.8 29 San Diego, CA - Van Nuys, CA 1,391 1,143 21.7 $36,623 $29,565 23.9 30 Anaheim, CA - San Juan Capistrano, CA 1,306 1,123 16.3 $10,351 $8,370 23.7 31 Oxnard, CA - San Diego, CA 1,300 1,149 13.1 $39,861 $34,419 15.8 32 Fullerton, CA - Santa Barbara, CA 1,202 1,052 14.3 $28,052 $23,834 17.7 33 Santa Ana, CA - San Juan Capistrano, CA 1,085 857 26.6 $6,368 $4,910 29.7 34 Oceanside, CA - Santa Barbara, CA 1,075 961 11.9 $35,344 $30,667 15.3 35 Santa Barbara, CA - Van Nuys, CA 1,042 1,115 -6.5 $17,517 $19,120 -8.4 36 Santa Barbara, CA - Solana Beach, CA 1,026 851 20.6 $34,944 $27,939 25.1 37 Oxnard, CA - Santa Barbara, CA 1,016 724 40.3 $10,236 $6,488 57.8 38 Los Angeles, CA - Oxnard, CA 1,000 822 21.7 $14,333 $11,760 21.9 39 Glendale, CA - Santa Barbara, CA 894 726 23.1 $16,821 $14,680 14.6 40 Chatsworth, CA - San Diego, CA 862 570 51.2 $24,744 $15,529 59.3 41 Irvine, CA - Santa Barbara, CA 829 675 22.8 $21,685 $17,713 22.4 42 Anaheim, CA - Santa Barbara, CA 813 567 43.4 $18,792 $13,203 42.3 43 Oceanside, CA - Van Nuys, CA 812 692 17.3 $14,896 $13,519 10.2 44 Irvine, CA - San Juan Capistrano, CA 760 734 3.5 $3,189 $3,157 1.0 45 Glendale, CA - San Diego, CA 695 574 21.1 $17,658 $16,557 6.7 46 San Diego, CA - Simi Valley, CA 691 592 16.7 $20,199 $16,655 21.3 47 Santa Barbara, CA - San Juan Capistrano, CA 657 428 53.5 $17,994 $11,217 60.4 48 Burbank, CA - San Diego, CA 651 533 22.1 $18,415 $15,101 22.0 49 San Diego, CA - San Luis Obispo, CA 639 541 18.1 $25,917 $22,475 15.3 50 Chatsworth, CA - Santa Barbara, CA 621 470 32.1 $10,325 $7,191 43.6 Other 59,044 29,020 103.5 $785,446 $570,764 37.6 Total 211,913 160,086 32.4 $3,504,159 $2,814,619 24.5

18 Amtrak Route Ridership and Ticket Revenue by Station Pair, FY03 vs. FY02 Attachment

Oct-Jul FY03 versus Oct-Jul FY02

Route 35 - Pacific Surfliner Ridership Ticket Revenue

Station Pair FY03 FY02 % chg. FY03 FY02 % chg. 1 Los Angeles, CA - San Diego, CA 206,616 190,952 8.2 $4,828,515 $4,576,959 5.5 2 Los Angeles, CA - Solana Beach, CA 78,761 71,673 9.9 $1,575,217 $1,454,985 8.3 3 Los Angeles, CA - Oceanside, CA 77,870 72,990 6.7 $1,223,343 $1,165,681 4.9 4 Fullerton, CA - San Diego, CA 59,954 57,805 3.7 $962,612 $946,796 1.7 5 San Diego, CA - San Juan Capistrano, CA 54,754 47,896 14.3 $615,394 $558,833 10.1 6 Anaheim, CA - San Diego, CA 47,121 40,513 16.3 $769,953 $673,910 14.3 7 Irvine, CA - San Diego, CA 46,635 37,762 23.5 $643,988 $540,758 19.1 8 Irvine, CA - Solana Beach, CA 38,457 34,114 12.7 $347,383 $327,604 6.0 9 Los Angeles, CA - Santa Barbara, CA 36,376 29,868 21.8 $635,136 $534,306 18.9 10 Fullerton, CA - Los Angeles, CA 35,322 35,615 -0.8 $249,909 $246,082 1.6 11 Los Angeles, CA - San Juan Capistrano, CA 34,678 34,482 0.6 $367,124 $387,821 -5.3 12 San Diego, CA - Santa Ana, CA 34,099 29,063 17.3 $533,018 $485,384 9.8 13 Irvine, CA - Los Angeles, CA 33,855 32,385 4.5 $350,281 $332,885 5.2 14 Anaheim, CA - Los Angeles, CA 32,968 30,556 7.9 $248,200 $228,363 8.7 15 Oceanside, CA - San Diego, CA 28,918 22,037 31.2 $270,521 $206,749 30.8 16 Los Angeles, CA - Santa Ana, CA 28,782 26,658 8.0 $262,426 $239,110 9.8 17 San Juan Capistrano, CA - Solana Beach, CA 25,856 22,417 15.3 $200,381 $176,876 13.3 18 San Diego, CA - Santa Barbara, CA 24,028 20,795 15.5 $695,345 $632,747 9.9 19 Fullerton, CA - San Juan Capistrano, CA 23,891 22,245 7.4 $150,308 $149,361 0.6 20 Anaheim, CA - Solana Beach, CA 22,961 16,495 39.2 $264,073 $194,795 35.6 21 Fullerton, CA - Solana Beach, CA 21,457 20,295 5.7 $269,467 $255,748 5.4 22 Anaheim, CA - Oceanside, CA 20,419 17,749 15.0 $215,193 $187,078 15.0 23 Fullerton, CA - Oceanside, CA 17,983 18,031 -0.3 $209,156 $215,548 -3.0 24 Oceanside, CA - San Juan Capistrano, CA 15,665 15,385 1.8 $116,276 $120,670 -3.6 25 Oceanside, CA - Santa Ana, CA 15,344 15,974 -3.9 $145,516 $151,396 -3.9 26 Santa Ana, CA - Solana Beach, CA 15,051 11,371 32.4 $157,885 $126,339 25.0 27 Irvine, CA - Oceanside, CA 14,146 15,059 -6.1 $120,395 $129,254 -6.9 28 Anaheim, CA - San Juan Capistrano, CA 12,691 9,365 35.5 $74,062 $57,916 27.9 29 Oxnard, CA - San Diego, CA 11,580 10,480 10.5 $310,328 $294,595 5.3 30 San Diego, CA - Van Nuys, CA 11,529 10,883 5.9 $271,170 $266,616 1.7 31 Fullerton, CA - Santa Barbara, CA 10,840 8,699 24.6 $207,158 $178,417 16.1 32 San Diego, CA - Solana Beach, CA 10,707 9,139 17.2 $74,713 $64,686 15.5 33 Los Angeles, CA - Oxnard, CA 10,140 8,671 16.9 $121,751 $107,979 12.8 34 Oceanside, CA - Santa Barbara, CA 9,883 7,913 24.9 $271,584 $233,312 16.4 35 Santa Ana, CA - San Juan Capistrano, CA 9,816 10,838 -9.4 $54,868 $55,099 -0.4 36 Santa Barbara, CA - Solana Beach, CA 9,268 7,819 18.5 $270,100 $240,587 12.3 37 Santa Barbara, CA - Van Nuys, CA 8,512 8,388 1.5 $125,060 $130,976 -4.5 38 Irvine, CA - Santa Barbara, CA 7,284 6,026 20.9 $174,048 $149,855 16.1 39 Irvine, CA - San Juan Capistrano, CA 6,870 6,993 -1.8 $24,872 $27,067 -8.1 40 Oxnard, CA - Santa Barbara, CA 6,693 5,754 16.3 $62,448 $51,043 22.3 41 Glendale, CA - Santa Barbara, CA 6,541 5,929 10.3 $118,002 $106,320 11.0 42 Oceanside, CA - Van Nuys, CA 6,511 6,408 1.6 $111,357 $116,172 -4.1 43 Glendale, CA - San Diego, CA 6,192 5,635 9.9 $149,915 $155,290 -3.5 44 Chatsworth, CA - San Diego, CA 6,078 4,709 29.1 $154,848 $121,856 27.1 45 Anaheim, CA - Santa Barbara, CA 5,995 5,005 19.8 $123,591 $108,254 14.2 46 San Diego, CA - Simi Valley, CA 5,660 5,264 7.5 $138,549 $140,167 -1.2 47 Burbank, CA - San Diego, CA 5,651 4,600 22.8 $144,948 $119,736 21.1 48 Santa Barbara, CA - Santa Ana, CA 5,423 4,510 20.2 $113,819 $99,089 14.9 49 Solana Beach, CA - Van Nuys, CA 5,353 5,530 -3.2 $109,848 $115,805 -5.1 50 Chatsworth, CA - Santa Barbara, CA 5,211 2,339 122.8 $71,205 $35,331 101.5 Other 476,211 244,440 94.8 $5,969,018 $4,487,919 33.0 Total 1,752,606 1,395,522 25.6 $25,674,277 $22,710,124 13.1

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