Supervisor Vito Chiesa, Chair, Stanislaus County Alternate Richard O’Brien, City of Riverbank Councilmember Patrick Hume, Vice-Chair, City of Elk Grove Alternate Don Nottoli, Sacramento County Councilmember Kevin Romick, City of Oakley Alternate David Hudson, City of San Ramon Supervisor Rodrigo Espinoza, Merced County Alternate Mike Villalta, City of Los Banos Supervisor Scott Haggerty, Alameda County Alternate Bob Elliott, San Joaquin County Councilmember Bob Johnson, City of Lodi Alternate David Ayers, City of Hanford Supervisor Doug Verboon, Kings County Alternate Andrew Medellin, City of Madera Supervisor Brett Frazier, Madera County Alternate Bob Link, City of Visalia Supervisor Sal Quintero, Fresno County Supervisor Amy Shuklian, Tulare County
AGENDA January 25, 2019 – 1:00 P.M. Fresno County Board of Supervisors Chambers 2281 Tulare Street, 3rd Floor, Fresno CA, 93721
Oakland Administrative Elk Grove City Hall Livingston City Hall Building Conference Room 3C Conference Room A nd 1311 Midvale Ave., 1221 Oak Street, (2 Floor) 1416 C Street, 8401 Laguna Palms Livingston, CA Lodi, CA Oakland, CA Way, Elk Grove, CA
This Agenda shall be made available upon request in alternative formats to persons with a disability, as
required by the Americans with Disabilities Act of 1990 (42 U.S.C. § 12132) and the Ralph M. Brown Act
(California Government Code § 54954.2). Persons requesting a disability related modification or
accommodation in order to participate in the meeting should contact San Joaquin Regional Rail Commission staff, at 209-944-6220, during regular business hours, at least twenty-four hours prior to the time of the meeting.
All proceedings before the Authority are conducted in English. Any writings or documents provided to a majority of the Authority regarding any item on this agenda will be made available for public inspection at the offices of the San Joaquin Regional Rail Commission located at 949 E. Channel Street, Stockton, California, 95202 during normal business hours or by calling (209) 944-6220. The Agenda and meeting materials are also available on the San Joaquin Joint Powers Authority Website: http://www.sjjpa.com/Home
1 Call to Order, Pledge of Allegiance, Roll Call, Oath of Office Chair Chiesa 2 Consent Calendar Chair Chiesa 2.1 Approve Minutes from November 16, 2018 Board Meeting ACTION 2.2 Appoint New Members to the San Joaquin Valley Rail Committee ACTION 2.3 Next Board Meeting Location INFORMATION 2.4 SJJPA Operating Expense Report INFORMATION
2.5 San Joaquins Operations Update INFORMATION 2.6 Safety and Security Update INFORMATION 2.7 Administrative Items INFORMATION 2.8 Accept Independent Auditors’ Report for Fiscal Year 2017/18 ACTION
3 Public Comments Chair Chiesa Persons wishing to address the Authority on any item of interest to the public regarding SJJPA and the San Joaquin Rail Service shall state their names and addresses and make their presentation. Please limit presentations to three minutes. The Authority cannot take action on matters not on the agenda unless the action is authorized by Section 54954.2 of the Government Code.
4 Election of Officers Chair Chiesa ACTION
5 Approve a Resolution of the Governing Board of the San Dan Leavitt/Paul ACTION Joaquin Joint Powers Authority Authorizing the Chair to Herman Make Schedule Changes Related to the San Joaquins Service to Help Improve On-Time Performance, and Increase Ridership and Revenue
6 Approve a Resolution of the Governing Board of the San Dan Leavitt ACTION Joaquin Joint Powers Authority that Potential Express Train Service from Bakersfield to Sacramento be Considered and Further Analyzed as Part of the April 2020 Schedule and as Part of the Expanded Service for the San Joaquins
7 Approve a Resolution of the Governing Board of the San David Lipari ACTION Joaquin Joint Powers Authority Authorizing an Agreement for Passenger and Market Research Services to Resource Systems Group, Inc. for an Amount Not-To- Exceed $150,000 from May 1, 2019 – June 30, 2022 and Authorizing and Directing the Executive Director to Execute the Agreement
8 Madera to San Jose Thruway Bus Pilot Paul Herman INFORMATION
9 Update on Shared Use Agreement with SJRRC for Valley Kevin Sheridan INFORMATION Rail Stations and Facilities
10 California Integrated Travel Project (Cal-ITP) Sarah Rasheed INFORMATION
11 Report on Student Group Trip to W.O.W. Museum Carmen Setness INFORMATION
12 Update on the 2019 SJJPA Business Plan Dan Leavitt INFORMATION
13 Executive Director’s Report Stacey Mortensen
14 Board Member Comments Chair Chiesa
15 Closed Session Call to Order, Roll Call Chair Chiesa
2 of 91 16 Closed Session Dan Schroeder/ ACTION A) CONFERENCE WITH REAL PROPERTY Kevin Sheridan NEGOTIATIORS, Property: West side of Canal Street between West 24th and West 25th street; Assessor’s Parcel Number (APN) 030-102-012. Agency Negotiators: Paul Balestracci, Neumiller & Beardslee, Kevin Sheridan. Negotiating Parties: G Street Mini Storage LLC. Under Negotiation: Price and Payment Terms
17 Approve a Resolution of the Governing Board of the San Kevin Sheridan ACTION Joaquin Joint Powers Authority Authorizing the Executive Director to Enter an Appropriate Purchase Agreement with G Street Mini Storage LLC for the Negotiated Amount Approved of $525,000 regarding APN 030-102-012 and Authorizing and Directing the Executive Director to Execute the Agreement and all Related Documents
18 Adjournment Chair Chiesa
3 of 91 SAN JOAQUIN JOINT POWERS AUTHORITY January 25, 2019
STAFF REPORT Item 2.1 ACTION
November 16, 2018 SJJPA Board Meeting Minutes
The regular meeting of the San Joaquin Joint Powers Authority (SJJPA) was held at 10:00 AM, November 16, 2018 at the Contra Costa Administrative Building in Martinez.
1. Call to Order, Pledge of Allegiance, Roll Call
Vito Chiesa, Chair of the San Joaquin Joint Powers Authority (SJJPA), called the meeting to order at 10:03 AM. The Pledge of Allegiance was led by Vice-Chair Tatzin.
Board Members Present: Chair Chiesa, Vice-Chair Tatzin, Vice-Chair Hume, Villalta, Blalock, Quintero, Verboon, Johnson, and Frazier.
2. Consent Calendar
2.1 Approve Minutes from September 28, 2018 Board Meeting ACTION 2.2 Next Board Meeting Location INFORMATION 2.3 Approve 2019 SJJPA Board Meeting Calendar ACTION 2.4 SJJPA Operating Expense Report INFORMATION 2.5 San Joaquin Operations Update INFORMATION 2.6 Administrative Items INFORMATION 2.7 Approve a Resolution of the Governing Board of the San ACTION Joaquin Joint Powers Authority to Accept Fiscal Year 2018/2019 Budget Amendment #1 a) Reducing the San Joaquin Joint Powers Authority (SJJPA) Administrative Professional Services by $300,000 (REMOVED) b) Increasing the SJJPA Marketing line in the amount of $494,250 for a net increase of $194,250 to the overall SJJPA Operating Budget from $53,253,882 to $53,448,132 c) Increasing the SJJPA – Station and Transportation Projects line in the amount of $8,626,237, increasing the SJJPA Capital Budget from $9,324,935 to $17,951,172
1
4 of 91
2.8 Second Amendment to the San Joaquin Regional Rail INFORMATION Commission Procurement Manual
2.9 On-Call Network Integration Services Update INFORMATION
Mike Barnbaum commented on Item 2.3, 2019 SJJPA Board Meeting Calendar.
Brian Schmidt requested changes to Item 2.7. Those changes were the removal of Item 2.7(a) and edits to Item 2.7(b).
M/S/C (Blalock/Tatzin) to approve Items 2.1, 2.3 and 2.7. Passed and Adopted by the San Joaquin Joint Powers Authority on November 16, 2018, by the following vote to wit:
Ayes: 9 Chair Chiesa, Vice-Chair Hume, Vice-Chair Tatzin, Villalta, Blalock, Johnson, Frazier, Quintero, Verboon Noes: 0 Abstain: 0 Absent: 1 Shuklian
3. Public Comments
David Swagal, of the US HSR Association, commented on the progress of High-Speed Rail in California.
Mike Barnbaum of Sacramento commented on the wildfires in Northern and Southern California. He also commented on the San Joaquins Thruway Bus Route 3 that serves the Chico area as an option for those in need of transportation during the wildfires.
4. Recognition of SJJPA Vice-Chair Don Tatzin and SJJPA Board Member Tom Blalock
Dan Leavitt began this item recognizing the great efforts and work by the Vice-Chair Tatzin and Member Blalock for the SJJPA and other rail and infrastructure projects throughout the region. CCTA Deputy Director Tim Haile, Chair Chiesa, and Vice-Chair Hume all thanked Vice-Chair Tatzin and Member Blalock for their service to the SJJPA Board as well as other accomplishments during their time in public service. SJJPA Executive Director Stacey Mortenson wrote a letter to the two departing board members thanking them for their service, the letter was read to the meeting attendees by SJJPA Executive and Legislative Coordinator Sarah Rasheed.
2
5 of 91 5. Presentation by City of Oakley on Upcoming Parking Lot/Station Improvements and Recent Downtown Projects
Josh McMurray and Jason Kabalin of the City of Oakley began the item with a presentation on the City of Oakley’s recent downtown improvements projects and an upcoming station parking lot project. The content of Mr. McMurray and Mr. Kabalin’s presentation is summarized in the Board Briefing Materials, and in the PowerPoint slides for this agenda item (available on the website).
Chair Chiesa asked about funding sources the city used for the downtown improvement projects. Mr. Kabalin responded with those funding sources.
Vice-Chair Tatzin commented on the highway changes that allowed for Oakley’s downtown redevelopment.
6. San Joaquins Schedule Update
Mr. Chapa began the item with a presentation on the new San Joaquins schedule update, including changes to the Morning Express Service to Sacramento. The content of Mr. Chapa’s presentation is summarized in the Board Briefing Materials, and in the PowerPoint slides for this agenda item (available on the website).
Michael Barnbaum commented on the San Joaquins schedule change and connections to long distance Amtrak trains in Sacramento. Mr. Chapa responded to Mr. Barnbaum’s question about those connections to long distance Amtrak service. Mr. Barnbaum further commented on marketing materials for the Morning Express.
7. Approve a Resolution of the Governing Board of the San Joaquin Joint Powers Authority Approving the Minor Capital and Safety and Security Projects for Fiscal Year 2016/2017, 2017/2018 and Authorizing and Directing the Executive Director to Execute all Documents and Agreements Related to the Projects ACTION
Mr. Chapa began the item with a presentation on the Minor Capital and Safety and Security Projects. The content of Mr. Chapa’s presentation is summarized in the Board Briefing Materials, and in the PowerPoint slides for this agenda item (available on the website).
Member Blalock asked for a clarification on the item’s fiscal years. Mr. Chapa responded to Member Blalock’s question with the fiscal years in question.
3
6 of 91 Vice-Chair Tatzin asked for clarification on which fiscal years were related to this item. Mr. Chapa responded that FY16/17 funds would be expiring at the end of the FY18/19 fiscal year. Vice-Chair Tatzin suggested changes for future approvals of Minor Capital and Safety and Security funds so that allow funds would be spent in time before they expire.
M/S/C (Tatzin/Blalock) to approve a resolution of the Governing Board of the San Joaquin Joint Powers Authority approving the Minor Capital and Safety and Security Projects for Fiscal Year 2016/2017, 2017/2018 and Authorizing and Directing the Executive Director to Execute all Documents and Agreements Related to the Projects. Passed and Adopted by the San Joaquin Joint Powers Authority on November 16, 2018, by the following vote to wit:
Ayes: 9 Chair Chiesa, Vice-Chair Hume, Vice-Chair Tatzin, Villalta, Blalock, Johnson, Frazier, Quintero, Verboon Noes: 0 Abstain: 0 Absent: 1 Shuklian
8. Approve a Resolution of the Governing Board of the San Joaquin Joint Powers Authority to Reinstitute the Anaheim Regional Transportation Intermodal Center (ARTIC) as a Thruway Bus Stop as well as Remove San Juan Capistrano as a Thruway Bus Stop on Route 1 and to Relocate the Vallejo Thruway Bus Stop on Route 7 ACTION
Mr. Herman began the item with a presentation on the San Joaquins Thruway Bus Network and recommended changes on Thruway Bus Routes 3 and 7. The content of Mr. Herman’s presentation is summarized in the Board Briefing Materials, and in Mr. Herman’s PowerPoint slides for this agenda item (available on the website).
Member Blalock asked about the location of the current Vallejo bus stop on Route 7. Mr. Herman answered Member Blalock’s question with a prepared slide showing the current and proposed bus stop location.
Vice-Chair Tatzin suggested that in future board meetings that the Board give authority to staff to approve Thruway Bus changes without Board action.
Doug Kerr, Humboldt County resident and passenger rail advocate, supported the recommended changes.
Mike Barnbaum commented in support of the recommended changes.
4
7 of 91 Member Blalock commented on his time spent on California’s North Coast and his support of the Route 7 Thruway Bus service.
M/S/C (Tatzin/Hume) to approve a Resolution of the Governing Board of the San Joaquin Joint Powers Authority to Reinstitute the Anaheim Regional Transportation Intermodal Center (ARTIC) as a Thruway Bus Stop as well as Remove San Juan Capistrano as a Thruway Bus Stop on Route 1 and to Relocate the Vallejo Thruway Bus Stop on Route 7. Passed and Adopted by the San Joaquin Joint Powers Authority on November 16, 2018, by the following vote to wit:
Ayes: 8 Chair Chiesa, Vice-Chair Hume, Vice-Chair Tatzin, Blalock, Johnson, Frazier, Quintero, Verboon Noes: 0 Abstain: 1 Villalta Absent: 1 Shuklian
9. Valley Rail Program Update Project Matrix
Mr. Leavitt began the item with a presentation on the Valley Rail Program Project Matrix. Mr. Leavitt’s presentation is summarized in the Board Briefing Materials, and in Mr. Leavitt’s PowerPoint slides for this agenda item (available on the website).
Mr. Schmidt gave an update on Positive Train Control (PTC) on the San Joaquins corridor. Mr. Chapa gave an update on the Fresno Layover Facility and on the Passenger Information Display System (PIDS).
There was no Board discussion on this item.
10. Midtown Station Area Improvements Update
Mr. Leavitt began the item with a presentation on the planned Midtown Station Area Improvements as part of the Valley Rail Program. Mr. Leavitt’s presentation is summarized in the Board Briefing Materials, and in Mr. Leavitt’s PowerPoint slides for this agenda item (available on the website).
Vice-Chair Hume commented on parking protected bike lanes in Sacramento and on Midtown’s growth and the recent developments along R Street.
Vice-Chair Tatzin commented on parking at the Sacramento Valley Station and how parking would be handled at the future Midtown Station. Mr. Leavitt responded to Vice- Chair Tatzin’s questions about parking.
Chair Chiesa commented positively on the location of the future Midtown Station.
5
8 of 91
11. Bay Area Marketing and Outreach Update
Mr. Lipari began the item with a presentation on Bay Area Marketing and Outreach. The content of Mr. Lipari’s presentation is summarized in the Board Briefing Materials, and in the PowerPoint slides for this agenda item (available on the website).
Chair Chiesa asked about on-board surveying of passengers. Mr. Lipari responded that those activities are done under a separate contract.
12. Executive Director’s Report
Mr. Leavitt (filling in for Ms. Mortensen) discussed the recent defeat of Proposition 6 and State Rail Assistance (SRA) funding for the San Joaquins. Mr. Leavitt let the Board know of an upcoming meeting with the San Francisco Bay Area Planning and Urban Research Association (SPUR) in Stockton to discuss upcoming megaregional initiatives.
13. Board Member Comments
Member Blalock commented on his time on the SJJPA and BART Boards and his time in public service.
Chair Chiesa thanked both Vice-Chair Tatzin and Member Blalock for their service on the SJJPA Board and their representation of their local districts of which they were elected.
14. Adjournment
Chair Chiesa adjourned the meeting at 11:48 am.
6
9 of 91 SAN JOAQUIN JOINT POWERS AUTHORITY January 25, 2019
STAFF REPORT
Item 2.2 ACTION
Appoint New Members to the San Joaquin Valley Rail Committee
Background: 1) Staff proposes to appoint Patricia A. Lynn to fill a vacancy.
Staff has received a recommendation from Bill Whitlatch (Tulare County), San Joaquin Valley Rail Committee member on this matter to have Patricia A. Lynn represent San Francisco County on the Committee.
The SJJPA may select up to four (4) additional Regular Members who reside in counties outside of those counties listed in the San Joaquin Valley Rail Committee Bylaws that are served by San Joaquin Thruway Bus services and/or represent areas that could be served by future extensions of the San Joaquins (as identified in the latest SJJPA Business Plan). Currently only two positions filled.
Patricia A Lynn bio is attached.
Fiscal Impact: There is no fiscal impact. Recommendation: Appoint Patricia A. Lynn as a New Member to the San Joaquin Valley Rail Committee from San Francisco County.
10 of 91
Patricia A. Lynn, CCIM
Patricia Lynn brings over 30 years of all phases of commercial real estate to her corporate real estate consulting clients through her firm, LYNNK STRATEGIES. She is also a principal in ExceedCE, an online license renewal and professional development platform.
Patricia’s experience includes strategic planning, analysis, underwriting, marketing and negotiations of property types that include corporate real estate portfolios, green-field property development and institutional-grade investments. Ms. Lynn’s resume includes key positions at national companies – ranging from real estate investment banking to Corporate Services Director of a Big Four accounting firm. She is a featured speaker at national and international real estate conferences.
Prior to the formation of LYNNK, Patricia was the Western Regional Director of Corporate Real Estate Consulting Services for Price Waterhouse LLP. She was a VP and Regional Director for Grubb & Ellis Asset Services. At Cushman & Wakefield’s Financial Services Group she led disposition teams for several of San Francisco’s prominent institutional office buildings.
Patricia has completed strategic planning and portfolio analysis for corporations and government entities, sale and lease transactions for financial institutions, the organization of office leasing and sales teams, and urban rehab development projects. She has designed and/or delivered training curriculum for the CCIM Institute, Leiden Group in China, Pacific Gas and Electric Company, national real estate brokerage companies and banks and served as National Training Director for a Chicago based real estate company.
She frequently lectures to developers and government officials in China.
Patricia holds the Certified Commercial Investment Member (CCIM) designation and is certified by IDEC as a Certified Distance Education Instructor. Patricia has also been certified by the Alignor Group, a global organization founded to teach interest-based negotiations.
She is a senior instructor for the CCIM Institute and recipient of top awards for instruction and volunteerism, described for “passion for learning, contagious enthusiasm, unwavering integrity and strong leadership ability”.
Ms. Lynn has a Bachelor of Science in Finance from California State Polytechnic University and teaches and trains in martial arts. She holds four 2017 NASKA World Championships in karate forms and weapons.
11 of 91 SAN JOAQUIN JOINT POWERS AUTHORITY January 25, 2019
STAFF REPORT
Item 2.3 INFORMATION
Next Board Meeting Location
Background: SJJPA is planning on holding the next Board Meeting on March 22nd, in Stockton, CA with the exact location to be determined based on availability. Other locations could still be considered. The meeting time will be coordinated with the San Joaquins schedule.
Fiscal Impact: There is no fiscal impact.
Recommendation: Advise on the next Board Meeting location.
12 of 91 SAN JOAQUIN JOINT POWERS AUTHORITY January 25, 2019
STAFF REPORT
Item 2.4 INFORMATION
SJJPA Operating Expense Report
Please see the attached SJJPA Operating Expense Report for the following period:
• Fiscal Year 2018/19 (July 1, 2018 – November 30, 2018)
Fiscal Impact: There is no fiscal impact.
Recommendation: This is an informational item. There is no action requested.
13 of 91 San Joaquin Joint Powers Authority Operating Expense Report November 2018 42% of Budget Year Elapsed
SJJPA EXPENSE YTD FY 18-19 TO PERCENT OPERATING EXPENSES ALLOCATION DATE EXPENDED
Project Management, Services & Supplies Salaries/Benefits/Contract Help 1,544,968 584,217 38% Office Expense 15,489 2,936 19% Subscriptions/Periodicals/Memberships 5,000 - 0% Office Equipment Lease - - 0% Computer Systems 5,000 120 2% Communications 28,905 19,202 66% Motor Pool 21,314 6,106 29% Transportation/Travel 30,000 2,681 1% Training - - 0% Audits Regulatory Reporting 20,000 7,725 39% Professional Services Legislative 50,000 9,167 18% Professional Services Legal 50,000 31,621 63% Professional Services General 369,500 131,522 36% Professional Services Grants 67,000 - 0% Publications/Legal Notices 5,000 216 4% Project Management, Services & Supplies Subtotal 2,212,176 795,513 36% Contracted Services Maintenance of Headquarters Structures/Grounds 48,500 17,452 36% Insurance 38,000 - 0% Insurance Management Fees 2,500 - 0% Security Services/Safety Program - - 0% Marketing & Outreach 1,500,000 582,653 39% Professional Services Operations 20,000 - 0% Communications, Operations 10,250 770 8% San Joaquin Intercity Rail Operations 49,422,457 12,480,399 25%
Contracted Services Subtotal 51,041,707 13,081,274 26%
TOTAL OPERATING EXPENSES 53,253,883 13,876,786 26%
14 of 91 SAN JOAQUIN JOINT POWERS AUTHORITY January 25, 2019
STAFF REPORT
Item 2.5 INFORMATION
San Joaquin’s Operations Update
The SJJPA is currently working with the Host Railroads, Amtrak and DB Consulting for a Mid- April 2019 schedule. This upcoming schedule change will address our poor On-Time Performance that we have been seeing for the last 15 months. We will be focusing on Station On-Time Performance and consistent train meets in the designated areas.
On-Time Performance:
San Joaquins On-Time Performance FY19 90.0% 82.4% 85.7% 80.0% 70.3% 70.0% 57.7% 60.1% 60.0% 56.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% OCT NOV DEC FY19 FY18
On-Time Performance has been down the past few months (October – December) as compared to last year. The main reasons for the drop in OTP is due to vehicle strikes, trespasser strikes, police activity, mechanical, PTC and interference with other trains.
The San Joaquin’s’ On-Time Performance (OTP) is at 59.2% for FYTD19. The chart below provides an overview of the San Joaquin’s OTP compared to the two other State supported services for FY19 & FY18.
Service FYTD 19 FY18 San Joaquin’s 59.2% 77.0%
Capitol Corridor 87.2% 90.1%
Pacific Surfliner 66.4% 77.2%
15 of 91 Ridership for San Joaquin’s The San Joaquin’s have carried 279,052 passengers FYTD19. Ridership is off to slow start this FY, with our Mid December schedule change we have seen a slight increase on two of our trains and those numbers should get better over the next few months. FY 19 vs. FY18 110,000 101,070 99,022 98,862 100,000 93,180 87,434 90,000 84,802 80,000 70,000 OCT NOV DEC
FY19 FY18
OCT NOV DEC FY19 84,802 101,070 93,180 FY18 87,434 99,022 98,862
Fiscal Impact: There is no fiscal impact.
Recommendation: This is an informational item. There is no action requested.
16 of 91 SAN JOAQUIN JOINT POWERS AUTHORITY January 25, 2019
STAFF REPORT
Item 2.6 INFORMATION
Safety and Security Update
The SJJPA working with Amtrak have completed the following Safety and Security projects along our Corridor.
• Corcoran - Repaint Tactile & Restore Platform Stripe • Fresno - Platform Modifications for Cart Turnaround • Stockton -Asphalt at Grade Crossings • Turlock - Concrete Ramps at ends of platforms • Multiple Stations -No Trespassing Signs • Multiple Stations - VSS Workstations • Multiple Stations -VSS Wireless Routers • Turlock-Denair Amtrak Station Parking Lot • Turlock Denair Parking Lot - Security Lighting • Merced Station – Lighting LED • Stockton San Joaquin St. Station – Lighting LED • Oakland Station – Lighting LED • Fresno Station – Lighting LED • Fresno - Temporally Layover Facility
On Going projects • Corridor Wide - Security Cameras up grades • Stockton San Joaquin Street Perimeter Fence - Security Fencing • Antioch Station - Improvements
17 of 91 Modesto Parking Lot Improvements 2019
Fiscal Impact: There is no fiscal impact.
Recommendation: This is an informational item. There is no action requested.
18 of 91 SAN JOAQUIN JOINT POWERS AUTHORITY January 25, 2019
STAFF REPORT
Item 2.7 INFORMATION
Administrative Items
Michael Synder (Northern CA Region): San Joaquin Valley Rail Committee Resignation letter Letter from RailPAC regarding the repeal of the Perata Law
Media Stories: Attached are several articles. Links are provided below. “Amtrak San Joaquins Changes Train Schedules, Routes”- The Business Journal https://thebusinessjournal.com/amtrak-san-joaquins-changes-train-schedules-routes/
“WOW on Rails” Brings Valley Students to Lodi Museum”- Lodi News-Sentinel https://www.lodinews.com/news/article_170a918e-fabb-11e8-8e4b-bf3e2de56522.html
“Valley’s Amtrak grappling with ridership declines despite earlier times”- The Fresno Bee https://www.fresnobee.com/news/local/article221902900.html
“Hitting the road for Thanksgiving? Our smart traveler tips make it easy as pumpkin pie”- The Sacramento Bee https://www.sacbee.com/entertainment/living/travel/article221925565.html
Fiscal Impact: There is no fiscal impact.
Recommendation: This is an informational item. There is no action requested.
19 of 91 To SJJPA Board of Directors,
20 of 91 P.O. Box 22344 San Francisco CA 94122
www.railpac.org
January 8, 2019 Mr. Vito Chiesa Chair, San Joaquin Joint Powers Authority
Dear Chair Chiesa and Board members:
REPEAL SB 804 (1999) Perata
SB 804 was passed in 1999 with the objective of shielding Greyhound Bus and other intercity bus lines from competition from the State sponsored Thruway bus network. Passengers using the Thruway buses must have an Amtrak ticket and must have a rail component to their journey.
RailPAC is supporting State Senator Allen and other members of the Assembly and Senate to repeal SB 804 (1999). RailPAC feels the current restriction is no longer relevant due to the restructuring and reduction of California’s motor coach network. With its focus on high-yielding corridor city pairs, intercity motor coach service has almost disappeared from rural California. Repeal will enable California’s “Thruway Bus” program to offer service to more residents, not just those connecting to/from an Amtrak train.
The flexibility gained from repealing the amendment results in more efficient route utilization and additional ridership. This reduces GHG, reduces the subsidy for the State passenger rail and increases travel options for all Californians. By adding additional riders to Thruway bus network, especially ACE riders, San Joaquin passengers would benefit from a more financially productive network.
Please consider adding this to the San Joaquin Joint Powers Authority’s 2019 legislative program.
Thank you for your consideration.
Yours truly, SIGNED
Steve Roberts, Doug Kerr, Vaughn Wolfe, Northern California Directors, Rail Passenger Association of California
RailPAC is an all-volunteer membership organization, founded in 1978 and dedicated to improving mobility for all Californians and throughout the western states. Contact: [email protected] 415 787 2252
cc: Stacey Mortensen Dan Leavitt
21 of 91
22 of 91
23 of 91
24 of 91
25 of 91
26 of 91
27 of 91
28 of 91
29 of 91
30 of 91
31 of 91
32 of 91
33 of 91 SAN JOAQUIN JOINT POWERS AUTHORITY January 25, 2019
STAFF REPORT
Item 2.8 ACTION
Accept Independent Auditors’ Report for Fiscal Year 2017/18
Background:
Staff met with Chair Chiesa January 16, 2019 to review and discuss the Independent Auditors’ Report and Basic Financial Statements for the Year Ending June 30, 2018. Chair Chiesa recommended the item be placed on the consent calendar for acceptance by the Board.
There were no current year findings or questioned costs.
For the SJJPA Board, the report can be found at the end of this Board Agenda Packet.
For the public, the report is available upon request.
Fiscal Impact: There is no fiscal impact.
Recommendation: Accept Independent Auditors’ Report for Fiscal Year 2016/2017.
34 of 91 SAN JOAQUIN JOINT POWERS AUTHORITY January 25, 2019
STAFF REPORT
Item 4 ACTION
Election of Officers
Background
The SJJPA JEPA states, “The Board shall elect a chairperson and at least one vice- chairperson from among its members. The term of office shall be two years. No member may serve more than two consecutive terms as chairperson of the Board” (Section 5.8). The SJJPA Bylaws state, “Nomination and Election of a Chairperson and Vice-Chairperson(s) shall be held at the first meeting of the Board and thereafter at the annual first meeting. The Chairperson and Vice-Chairperson(s) shall each be a Board Member” (Section 2.1). Nominations may be made from the floor by any Voting Board Member. The election of the Chairperson and Vice-Chairperson require an affirmative vote of a majority of the members of the Board. The roles of the Chairperson and Vice- Chairperson(s) are described in Article 2 of the SJJPA Bylaws.
Fiscal Impact: There is no fiscal impact.
Recommendation: Elect a Chairperson and up to two Vice-Chairs.
35 of 91 SAN JOAQUIN JOINT POWERS AUTHORITY January 25, 2019
REVISED January 22, 2019 STAFF REPORT
Item 5 ACTION
Approve a Resolution of the Governing Board of the San Joaquin Joint Powers Authority Authorizing the Chair to Make Schedule Changes Related to the San Joaquins Service to Help Improve On-Time Performance, and Increase Ridership and Revenue Summary:
After nearly eight months in operation, ridership on the Morning Express Train (701) remains very low and current trends suggest it is not likely to increase. Low ridership on the Morning Express Train has negatively impacted San Joaquins revenue and farebox recovery. Poor on-time performance in this time slot has certainly impacted the ability to attract and sustain Morning Express ridership, but based upon passenger comments, the limited amount of service available and the large amount of pad-time at the end of the schedule have also contributed to low ridership. The impact from the low ridership of the Morning Express Train on revenue is exacerbated since most of the Morning Express riders are taking relatively short distance trips and many are taking advantage of discounted (multi-ride) fares. Farebox recovery has also been declining since Amtrak has shown very little operating cost savings from reducing the distance served by the Morning Express Train.
In order to increase San Joaquins ridership, revenue and farebox recovery, staff are recommending that SJJPA take action to return to full-corridor service for all 7 daily round trips (7 days a week) in April/May 2019. This change will be coordinated with the upcoming Capitol Corridor schedule change. A Scheduling Team which includes BNSF, Amtrak, Caltrans, CalSTA and SJJPA has been meeting since November to develop the best schedule to achieve the objectives. The Team is recommending that this schedule be a “slotted” schedule where all San Joaquins trains meet at specified double-track sections and a pulsed schedule where trains leave from Bakersfield and Oakland every two hours. The Team is also working on distributing the pad time more evenly throughout the corridor and overnight track maintenance windows. These changes will help increase ridership and revenue and also set the stage for being able to re-introduce Morning Express Service as part of future service expansion.
36 of 91 Background:
Sacramento Morning Express Ridership and Revenue Update
After a strong first day/inaugural event on May 7, ridership on the Morning Express Train (701) has been very low. While there was steady growth over the course of its first few months, the Morning Express Train ridership peaked in early October (21st week) averaging about 61 passengers a day on weekdays (see Figure 1). In the nearly two months that followed, ridership averaged about 46 passengers. As shown on Figure 1, average weekday ridership appears to be staying constant at less than 50 passengers. Ridership on the Morning Express Train is much lower than other San Joaquins trains. The San Joaquins train with the next lowest ridership (703 between Bakersfield and Sacramento) averages over 130 passengers (see Figure 2).
Figure 1
Average 701 Daily Ridership May 2018 - December 2018 70 61.6 60 53.8 54.75 51.8 52.8 52.4 53 50.2 50.2 51 48 49.2 48.7548 50 46.5 46.6 46.846.4 44.6 44 43.2 42.4 41.2 40 39.8 40 37.2 38 34.2534.2 30.2 30.8 30 23.524.4
20
10
0 Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10 Week 11 Week 12 Week 13 Week 14 Week 15 Week 16 Week 17 Week 18 Week 19 Week 20 Week 21 Week 22 Week 23 Week 24 Week 25 Week 26 Week 27 Week 28 Week 29 Week 30 Week 31 Week 32 Week 33
Note: Weeks 4 and 9 exclude Memorial Day and Independence Day respectively. May 7, 2018 is excluded from ‘Week 1’ as the ridership for that day did not reflect normal operations.
37 of 91 Figure 2
Northbound Morning Express Schedule Monthly Ridership by Train 14,000
12,000
10,000
8,000
Ridership 6,000
4,000
2,000
0 May-18 Jun-18 Jul-18 Aug-18 Sep-18 Oct-18 May-18 Jun-18 Jul-18 Aug-18 Sep-18 Oct-18 FNO 4:25AM SAC 718 761 1,047 1,159 954 1,058 BFD 4:20AM OAK 6,597 6,948 6,846 6,733 6,568 6,313 BFD 6:00AM SAC 3,814 3,940 4,254 3,567 3,381 3,559 BFD 9:00AM OAK 6,885 8,563 8,993 8,220 7,711 7,992 BFD 12:00PM OAK 7,527 9,611 10,460 9,132 8,507 8,344 BFD 3:00PM OAK 7,188 8,736 9,970 8,918 8,845 8,652 BFD 5:10PM OAK 5,267 6,474 7,049 6,788 6,115 6,009
Figure 3 compares San Joaquins revenue per month over the last three years. This figure shows a significant drop in revenue since the deployment of Morning Express Service in early May 2018. Revenue is down as a result of the low ridership on Morning Express, but also since these trips are mostly short-distance trips (which have relatively low fares) and many of the Morning Express riders are taking advantage of discounted multi-ride tickets. Having to move the arrival times of several trains which had good rail/bus connections in Southern California as part of the Morning Express deployment is also likely to be contributing to fewer high-revenue long-distance passengers on the San Joaquins. In January 2018 Amtrak eliminated multiple fare discounts and reduced the discount percentage for those discounts that remained which may have contributed
38 of 91 to a loss of ridership and revenue as well. The elimination of revenue management in April is another factor which may be contributing to the significant decrease in San Joaquins revenue.
Figure 3
San Joaquins Total Revenues By Month FY16-FY18 $4,500,000.00
$4,000,000.00
$3,500,000.00
$3,000,000.00
$2,500,000.00
$2,000,000.00 Revenue $1,500,000.00
$1,000,000.00
$500,000.00
$0.00 Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep FY16 $2,946 $3,838 $3,783 $2,908 $2,640 $3,376 $2,724 $3,152 $3,329 $3,599 $3,267 $3,101 FY17 $2,979 $3,758 $3,617 $2,918 $2,493 $3,183 $3,324 $3,197 $3,406 $3,648 $3,323 $3,027 FY18 $2,976 $3,816 $3,785 $2,468 $2,317 $3,096 $2,817 $2,808 $2,983 $3,192 $3,013 $2,796
Amtrak originally projected that operating cost reductions from the deployment of Morning Express would offset potential decreases in revenue. Unfortunately, these operating cost reductions have not materialized, and the monthly invoices have actually increased. Staff and Counsel are auditing expense line items which may result in credits back to SJJPA.
39 of 91 San Joaquins On-Time Performance Update
Since the May 7th start of the Morning Express, there have been numerous incidents which have resulted in significant delays for the Morning Express Train and the evening train returning from Sacramento. In addition, there has continued to be regular freight train interference beginning in the segment between Fresno and Madera over the last eight months. A late train on the BNSF territory becomes a late train out of slot when it is handed off to the Union Pacific territory and the delays are often compounded. The very large amount of pad time (over 23 minutes) at the end of the Morning Express Train trip not only results in longer travel times, but it also results in trains that are routinely late to their stations along the route (even when they arrive in Sacramento on- time). For Morning Express service to succeed in attracting business travelers requires a much greater level of on-time performance than has been achieved.
On-time performance is a major issue with the San Joaquins service as a whole. Figure 4 shows San Joaquins on-time performance over the last two years. Since May of 2018, the San Joaquins on-time performance has less than 80%, and in the month of August 2018 it was at 59.4%. It is important to note that for this table, a train is considered “On-time” unless it is more than 15 minutes late.
Figure 4
San Joaquins On-Time Performance FY17-FY18 100.0%
90.0%
80.0%
Time 70.0% - 60.0%
50.0%
40.0%
30.0%
Percent of Trains On Trains of Percent 20.0%
10.0%
0.0% Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep FY17 88.7% 77.9% 81.2% 71.2% 61.4% 65.7% 80.7% 79.5% 81.0% 78.6% 85.7% 66.3% FY18 70.3% 82.4% 85.7% 89.1% 81.1% 77.9% 84.0% 78.3% 77.3% 73.5% 59.4% 70.2%
40 of 91 New Schedules for April 2019 and April 2020
In order to increase San Joaquins ridership, revenue and farebox recovery, SJJPA should take action to return to full-corridor service for all 7 daily round trips (7 days a week) as soon as possible. In discussions with Amtrak, BNSF, Caltrans and SJJPA consultant DB, the earliest this change could be made is in early April 2019. To improve on-time performance, a “slotted” schedule (where all San Joaquins trains meet at double-track sections and done on a pulsed schedule) should be deployed.
It is possible to deploy a slotted schedule within a short time-frame since it would build upon previous work done with Caltrans, SJJPA, BNSF Railroad, Amtrak and SMA that simulated various concepts for an 8-train schedule. That work was based on a model successfully implemented on the LOSSAN Corridor with the BNSF to optimize passenger train schedules, minimize delays and identify slots for additional trains. To successfully deploy a slotted schedule will require that pad time is distributed throughout the San Joaquins Corridor so that it can be ensured that San Joaquins trains meet going opposite directions at double-track segments. This requires changes in BNSFs operating agreement with Amtrak and those discussions are underway. It is expected that the slotted schedule will significantly improve on-time performance which will result in higher ridership and revenue. Improving the San Joaquins on-time performance is necessary for the service to be able to attract business travelers. A stable high on-time performance should be achieved and maintained before attempting to re-establish early morning service to Sacramento or initiate early morning service to the Bay Area.
To assist in the development of the April 2019 schedule, staff has been analyzing data from several years/different schedules of San Joaquins operations to determine which slots have been the best performing. Figure 5, which shows ridership of each Northbound train from the previous 7th daily round trip schedule is an example of the charts developed from previous San Joaquins ridership data.
41 of 91 Figure 5
The following are some of the key objectives which have driven the development of the April 2019 schedule:
• Run 7 daily round trips, full corridor (Bakersfield – Oakland/Sacramento) • Have meets occur in double-track sections to maintain good OTP. • 2-hour pulse schedule • At least 85% OTP at stations with resets and passing occurring at double track locations • Have trains in slots which have performed the best in previous schedules and avoid slots which have performed poorly. • Optimize times so that connections to Southern California are not too early or too late. • First and last trains should maintain good Valley-Bay Area and Valley-LA times. Good connection times to Southern California via Bakersfield. • Keep train turns as tight as possible while still maintaining enough time to clean trains and get them ready for their turn. • Comet Car sets only on the lowest performing train pair • Trains spend minimal time in Maintenance Shop, but also optimized similar to CCJPA turns • Time trains to better serve the Hanford-Fresno business market (Morning NB, Evening SB)
42 of 91 Working with DB, CalSTA, Caltrans, Amtrak and BNSF, a draft schedule for April 2019 has been developed which is being evaluated by Amtrak and BNSF (see Appendix A). This schedule was developed to best meet the key objectives listed above. DB is also assisting with the coordination needed to ensure that the necessary changes are made to the BNSF agreement with Amtrak are made (to allow pad-time to be distributed throughout the corridor) which is necessary for this schedule to succeed. Since this specific schedule has not yet been agreed upon by Amtrak and the host railroads (BNSF and UPRR) and there could be changes needed, staff recommends that the SJJPA approve the more general recommendations for the April/May 2019 schedule.
To continue to increase San Joaquins ridership, revenue and farebox recovery, SJJPA should include as part of its 2019 Business Plan further action to plan for a new schedule for April 2020. This schedule will build upon the 2019 schedule and will include reduced operating times to under six hours between Bakersfield and Oakland Amtrak Stations to negate the need for costly crew changes. Options to be considered will include skip-stop/limited stop service and reducing pad-time (based on experience from the 2019 schedule). This schedule will also include more detailed coordination with Capitol Corridor and Pacific Surfliner services to enhance ridership potential and on-time performance. The April 2020 schedule should also have all 7 daily round trips running the full corridor.
Staff Recommendations:
Based on analysis and feedback SJJPA has received from CalSTA, Caltrans, Amtrak, BNSF and DB, staff is recommending modifying the San Joaquins schedule in early April 2019 to better serve passengers. Since the specifics of these changes have not been agreed upon by Amtrak and the host railroads, staff is requesting that the Chair be authorized to approve schedule changes. Staff recommends the following changes:
1. Return to Full-Corridor Service for the Current 7 Daily Round Trips: The ridership for the week day Morning Express run of train 701 has been very low and is no longer increasing. Revenue has been especially low for train 701 as a result of low ridership combined with short-distance (lower revenue) trips. Staff is proposing to go back to a full corridor service (Bakersfield-Sacramento, and Bakersfield-Oakland) 7 days a week to better serve the longer-distance leisure travel ridership and revenue.
2. Implement a “slotted” 2-hour pulse schedule which includes pad time that is distributed throughout the San Joaquins Corridor: Implement a “slotted” 7 daily round trip schedule that builds upon previous work done with Caltrans, BNSF Railroad, Amtrak and SMA that simulated various concepts for an 8-train schedule. To successfully deploy this schedule will require that pad time is
43 of 91 distributed throughout the San Joaquins Corridor so that it can be ensured that San Joaquins trains meet going opposite directions at double-track segments. It is expected that the slotted schedule will significantly improve San Joaquins on- time performance.
3. Provide slots which have performed well in the past and have favorable connections to the Southern California markets: Utilize data from previous San Joaquins schedules to maximize the number of trains which have proven to perform well in terms of ridership and revenue. These trains are typically those which have favorable connections to Southern California markets.
4. Run Comet Car trainsets on the lowest performing train pairs: Comet car trainsets have significantly lower capacity that bi-level trainset and therefore should be run on lowest performing train pairs.
Fiscal Impact:
Returning to full-corridor service will increase operating costs, but this will be more than offset by expected increases in ridership and revenue. The Slotted Schedule will not increase costs but should increase ridership and revenue with increased on-time performance. Recommendation: Approve a Resolution of the Governing Board of the San Joaquin Joint Powers Authority Authorizing the Chair to Make Schedule Changes Related to the San Joaquins Service to Help Improve On-Time Performance, and Increase Ridership and Revenue.
44 of 91 Appendix A: Conceptual Northbound Schedule
BAKERSFIELD 4:12 6:12 8:12 12:12 14:12 16:12 18:12
WASCO 4:40 6:40 8:40 12:40 14:40 16:40 18:40
CORCORAN 5:19 7:19 9:19 13:19 15:19 17:19 19:19
HANFORD 5:39 7:39 9:39 13:39 15:39 17:39 19:39
FRESNO 6:16 8:16 10:16 14:16 16:16 18:16 20:16
MADERA 6:42 8:42 10:42 14:42 16:42 18:42 20:42
MERCED 7:23 9:23 11:23 15:23 17:23 19:23 21:23
TURLOCK-DENAIR 7:48 9:48 11:48 15:48 17:48 19:48 21:48
MODESTO 8:06 10:06 12:06 16:06 18:06 20:06 22:06
STOCKTON 8:40 | 12:40 16:40 18:40 20:40 |
STOCKTON (ACE) | 10:38 | | | | 22:38
LODI | 10:58 | | | | 22:58
SACRAMENTO | 11:44 | | | | 23:44
ANTIOCH-PITTSBURG 9:10 13:10 17:10 19:10 21:10
MARTINEZ 9:34 13:34 17:34 19:34 21:34
RICHMOND 10:01 14:01 18:01 20:01 22:01
EMERYVILLE 10:13 14:13 18:13 20:13 22:13
OAKLAND JACK LONDON 10:27 14:27 18:27 20:27 22:27 Conceptual Southbound Schedule
OAKLAND JACK LONDON 7:36 9:36 11:36 13:36 17:36 EMERYVILLE 7:47 9:47 11:47 13:47 17:47 RICHMOND 7:57 9:57 11:57 13:57 17:57 MARTINEZ 8:28 10:28 12:28 14:28 18:28 ANTIOCH-PITTSBURG 8:50 10:50 12:50 14:50 18:50 SACRAMENTO 6:29 | | | | 16:29 | LODI 7:08 | | | | 17:08 | STOCKTON (ACE) 7:24 | | | | 17:24 |
STOCKTON | 9:23 11:23 13:23 15:23 | 19:23 MODESTO 7:56 9:56 11:56 13:56 15:56 17:56 19:56 TURLOCK-DENAIR 8:12 10:12 12:12 14:12 16:12 18:12 20:12
MERCED 8:45 10:45 12:45 14:45 16:45 18:45 20:45 MADERA 9:19 11:19 13:19 15:19 17:19 19:19 21:19 FRESNO 9:49 11:49 13:49 15:49 17:49 19:49 21:49
HANFORD 10:24 12:24 14:24 16:24 18:24 20:24 22:24 CORCORAN 10:41 12:41 14:41 16:41 18:41 20:41 22:41 WASCO 11:20 13:20 15:20 17:20 19:20 21:20 23:20 BAKERSFIELD 11:51 13:51 15:51 17:51 19:51 21:51 23:51
45 of 91 SJJPA RESOLUTION 18/19- ___
RESOLUTION OF THE GOVERNING BOARD OF THE SAN JOAQUIN JOINT POWERS AUTHORITY AUTHORIZING THE CHAIR TO MAKE SCHEDULE CHANGES RELATED TO THE SAN JOAQUINS SERVICE TO HELP IMPROVE ON-TIME PERFORMANCE, AND INCREASE RIDERSHIP AND REVENUE
WHEREAS, The SJJPA Board approved the 2018 San Joaquin Joint Powers Authority Business Plan Update, of which a key part was the Morning Express Service to Sacramento to increase ridership and help demonstrate the need for improved service to Sacramento; and
WHEREAS, Considering the low ridership, revenue, and on-time performance of the Morning Express Service, changing back to a full-corridor schedule should improve the ridership, and revenue of the San Joaquins Service; and
WHEREAS, Returning the San Joaquins to full-corridor service will necessitate minor changes to other San Joaquins trains to improve the operations and on-time performance of the service; and
WHEREAS, The SJJPA Staff is working with Amtrak, CalSTA, Caltrans, BNSF and UPRR on a new “slotted” schedule that will improve operations of both passenger and freight rail services to allow for improved on-time performance, and higher San Joaquins ridership and revenue; and
NOW, THEREFORE, BE IT RESOLVED that the Governing Board of the San Joaquin Joint Powers Authority Hereby Authorizes the Chair to make schedule changes related to the San Joaquins Service to help improve on-time performance and increase ridership and revenue.
PASSED AND ADOPTED, by the Members of the Board this 25th day of January 2019, by the following vote:
AYES: NOES: ABSTAIN: ABSENT:
ATTEST: SAN JOAQUIN JOINT POWERS AUTHORITY
______STACEY MORTENSEN, Secretary VITO CHIESA, Chair
46 of 91 SAN JOAQUIN JOINT POWERS AUTHORITY January 25, 2019
STAFF REPORT
Item 6 ACTION
Approve a Resolution of the Governing Board of the San Joaquin Joint Powers Authority that Potential Express Train Service from Bakersfield to Sacramento be Considered and Further Analyzed as Part of the April 2020 Schedule and as Part of the Expanded Service for the San Joaquins
At the September 22, 2017 SJJPA Board Meeting, Bakersfield residents Adam Cohen and Troy Hightower gave a presentation on their proposal for an express train service between Bakersfield and Sacramento. As a result of this presentation, the SJJPA Board provided direction to staff to examine the proposed Bakersfield Express Service as a possible future improvement for the San Joaquins. Chapter 6 of the 2018 SJJPA Business Plan committed to, “Conduct analysis on operational impacts and ridership potential of the Kern County stakeholder proposal for express train service between Bakersfield and Sacramento and bring forward to the SJJPA Board as an action item before the end of 2018 to determine whether or not to pursue this concept.”
SJJPA staff have worked with the DB team (in coordination with the Bakersfield proponents of the express train service between Bakersfield and Sacramento) to develop a short-term schedule draft concept that is consistent with the September 22 proposal, but also meets operational criteria for San Joaquins equipment and has been modeled for the San Joaquins corridor using DB’s proprietary operations tool (see attachment). Three variations of the schedule were evaluated (with two different alternatives for the Southbound Express train, and one alternative with no Express Southbound train). DB concluded that viable slots for operating an express train between Bakersfield and Sacramento can be found, but would need to be coordinated with the host railroad. The express run is estimated to take 4 hours and 34 minutes for the Northbound train, and between 4 hours and 45 minutes for the Southbound train. The proposed express train would not stop at seven (7) San Joaquins stations: Wasco, Corcoran, Madera, Merced, Turlock-Denair, Modesto, and Lodi.
Agenda Item 5 from this January 25, 2019 SJJPA Board Meeting recommends that the SJJPA proceed with San Joaquins schedule revisions in April 2019 and April 2020. The April 2019 schedule will focus on having the San Joaquins return to having all 7 daily round trips serve the entire corridor and would have a “slotted”, pulsed schedule and
47 of 91 evenly distributed pad-time which together would enable improved on-time performance. The April 2020 schedule would focus on larger changes, including improved schedule coordination with the Capitol Corridor and Pacific Surfliner and reducing the Bakersfield –Bay Area travel times below 6 hours.
Staff believe that it is most important for the April 2019 schedule to stabilize revenue and ridership through improved service reliability. Going to a slotted schedule and having pad time distributed over the entire corridor are significant changes. Staff believe it is best not to further complicate the April 2019 schedule, and take on additional risk at this time.
Potential Express Train Service from Bakersfield to Sacramento should be considered and further analyzed (including ridership forecasts) as part of the April 2020 San Joaquins schedule – which will include analysis to reduce travel times. In addition, express service may also fit better with service expansion, which would reduce the risks of decreased ridership and would offer something new as opposed to taking something away from existing stations. Staff further recommends that SJJPA survey passengers to help gauge passenger interest and concerns relating to potential express service.
Fiscal Impact: There is no significant fiscal impact expected.
Recommendation: Approve a Resolution of the Governing Board of the San Joaquin Joint Powers Authority that Potential Express Train Service from Bakersfield to Sacramento be Considered and Further Analyzed as Part of the April 2020 Schedule and as Part of the Expanded Service for the San Joaquins
48 of 91 SJJPA RESOLUTION 18/19-__
RESOLUTION OF THE GOVERNING BOARD OF THE SAN JOAQUIN JOINT POWERS AUTHORITY THAT POTENTIAL EXPRESS TRAIN SERVICE FROM BAKERSFIELD TO SACRAMENTO BE CONSIDERED AND FURTHER ANALYZED AS PART OF THE APRIL 2020 SCHEDULE AND AS PART OF THE EXPANDED SERVICE FOR THE SAN JOAQUINS
WHEREAS, at the September 22, 2017 SJJPA Board Meeting, Bakersfield stakeholders gave a presentation on their proposal for an express train service between Bakersfield and Sacramento; and WHEREAs, as a result of this presentation, the SJJPA Board provided direction to staff to examine the proposed Bakersfield Express Service as a possible future improvement for the San Joaquins; and WHEREAS, analysis has shown that running an express train between Bakersfield and Sacramento is technically feasible; and
WHEREAS, the April 2020 San Joaquins schedule will focus on larger changes, including reducing the Bakersfield –Bay Area travel times below 6 hours; and
NOW, THEREFORE, BE IT RESOLVED that the Governing Board of the San Joaquin Joint Powers Authority hereby authorizes that potential express train service from Bakersfield to Sacramento be considered and further analyzed as part of the April 2020 schedule and as part of the expanded service for the San Joaquins
PASSED AND ADOPTED, by the Members of the Board this 25th day of January 2019, by the following vote:
AYES: NOES: ABSTAIN: ABSENT:
ATTEST: SAN JOAQUIN JOINT POWERS AUTHORITY
______STACEY MORTENSEN, Secretary VITO CHIESA, Chair
49 of 91 Express Rail Service Between Bakersfield and Sacramento Draft schedule concept – for consideration only
DB Engineering & Consulting USA, Inc. | Consulting | SJJPA | 01/25/2019
50 of 91 Agenda
Concept Overview
Review of Concept
Outlook
51 of 91
2 DB Engineering & Consulting USA, Inc. | Consulting | 01/25/2019 The Express Service proposal suggests the implementation of NB morning express to SAC and SB evening to BFD
The concept / idea of the proponents
Develop a San Joaquin Express Service to decrease travel time for major O/D pairs
Northbound morning express service to Sacramento; and southbound evening express service to Bakersfield
Decrease travel time (vs. private motorized transportation)
Increase farebox recovery by increasing ridership Screenshot of the Proposal Increase service quality for business travels (schedule)
Increase quality of life (air quality)
52 of 91 Source: Proposal 3 DB Engineering & Consulting USA, Inc. | Consulting | 01/25/2019 Agenda
Concept Overview
Review of Concept
Outlook
53 of 91
4 DB Engineering & Consulting USA, Inc. | Consulting | 01/25/2019 Concepts drafted in response to Express Proposal
1
Short-term concept based on 7 roundtrip schedule (2016/2017)
2
Long-term concept with 8 daily roundtrip and stop in Natomas for regular roundtrips
54 of 91
5 DB Engineering & Consulting USA, Inc. | Consulting | 01/25/2019 Planning Assumptions
Short-Term Draft
. Schedule based on 7 roundtrip schedule (Pre-”Morning Express” schedule) . Express service is planned with priority to avoid wait times at meet locations . Rolling stock modeled with charger locomotives (instead of F59) . 5 minute separation time at junction, turnouts and sidings . Minimum 7 minutes headway on the Capitol Corridor . Express service, stopping at Bakersfield, Hanford (3’ dwell), Fresno (4’ dwell), Stockton (2’ dwell), Sacramento . ACE connections not considered
55 of 91 Source: DB Engineering & Consulting USA 6 DB Engineering & Consulting USA, Inc. | Consulting | 01/25/2019 NB: 701 replaces “Morning Express” as a potential Bakersfield Express train Short-Term Draft Northbound
Train number 701 711 713 715 717 719 703 Validity Daily Daily Daily Daily Daily Daily Daily BAKERSFIELD 4:00 6:02 8:51 10:56 12:47 15:07 17:02 WASCO | 6:31 9:20 11:24 13:19 15:35 17:31 CORCORAN | 7:06 9:54 11:59 13:54 16:10 18:11 HANFORD 5:17 7:26 10:14 12:18 14:13 16:29 18:30 FRESNO 5:54 8:02 10:50 12:55 14:53 17:07 19:07 MADERA | 8:21 11:10 13:14 15:12 17:26 19:27 MERCED | 9:06 11:56 14:06 15:57 18:10 20:11 TURLOCK-DENAIR | 9:28 12:19 14:29 16:19 18:39 20:34 MODESTO | 9:42 12:33 14:42 16:33 18:53 20:48 STOCKTON | 10:27 13:12 15:24 17:15 19:26 | STOCKTON (ACE) 7:48 | | | | | 21:19 LODI | | | | | | 21:34 SACRAMENTO 8:33 | | | | | 22:15 ANTIOCH-PITTSBURG 10:56 13:42 15:58 17:45 20:00 MARTINEZ 11:18 14:06 16:21 18:08 20:23 RICHMOND 11:45 14:35 16:47 18:33 20:49 EMERYVILLE 11:54 14:45 16:57 18:43 20:59 OAKLAND JACK LONDON 12:02 14:54 17:05 18:51 21:07 56 of 91 Source: DB Engineering & Consulting USA 7 DB Engineering & Consulting USA, Inc. | Consulting | 01/25/2019 SB: Return express service leaves Sacramento shortly after 5 pm and arrives before 10 pm Short-Term Draft Southbound
Train number 710 712 714 702 716 704 718 Validity Daily Daily Daily Daily Daily Daily Daily OAKLAND JACK LONDON 5:36 7:28 10:42 14:36 17:47 EMERYVILLE 5:46 7:38 10:52 14:46 17:57 RICHMOND 5:55 7:47 11:01 14:56 18:07 MARTINEZ 6:27 8:17 11:29 15:23 18:34 ANTIOCH-PITTSBURG 6:50 8:45 11:54 15:49 18:58 SACRAMENTO | | | 13:29 | 17:05 | LODI | | | 14:07 | | | STOCKTON (ACE) | | | 14:25 | 17:59 | STOCKTON 7:23 9:18 12:27 | 16:22 | 19:31 MODESTO 7:54 9:56 12:58 14:56 16:54 | 20:02 TURLOCK-DENAIR 8:07 10:10 13:11 15:09 17:07 | 20:15 MERCED 8:37 10:39 13:41 15:33 17:36 | 20:52 MADERA 9:14 11:21 14:17 16:11 18:18 | 21:29 FRESNO 9:37 11:43 14:40 16:38 18:41 19:59 21:50 HANFORD 10:12 12:20 15:15 17:16 19:17 20:35 22:26 CORCORAN 10:31 12:36 15:32 17:33 19:34 | 22:43 WASCO 11:07 13:11 16:12 18:10 20:09 | 23:19 BAKERSFIELD 11:38 13:40 16:40 18:38 20:37 21:49 23:47 57 of 91 Source: DB Engineering & Consulting USA 8 DB Engineering & Consulting USA, Inc. | Consulting | 01/25/2019 Review of Express Proposal
Short-Term Draft
Bakersfield Express Proposal Proposal Replication Trip Time: 04:30 (or 270’) Trip Time: 4:34 hrs (NB) / 4:45 hrs (SB)
NB SB Technical Run Time 241.5’ 242.5’ Dwells 9’ 9’ Recovery 23.4’ 33.4’ Total Trip Time 273.9’ 284.9’
Trip time differential replication vs. proposal: +4’ NB and +15’ SB (based on passenger meets)
58 of 91 Source: Proponent’s Express Proposal | DB Engineering & Consulting USA 9 DB Engineering & Consulting USA, Inc. | Consulting | 01/25/2019 Long-term Draft NB
Long-Term Draft Northbound EXP BAKERSFIELD 4:02 5:42 7:42 9:42 13:42 15:42 WASCO 6:11 8:11 10:11 14:11 16:11 CORCORAN 6:49 8:49 10:49 14:49 16:49 HANFORD 7:08 9:08 11:08 15:08 17:08 FRESNO 3:45 4:48 5:53 7:45 9:45 11:45 15:45 17:45 MADERA (NEW) 4:04 5:07 8:04 10:04 12:04 16:04 18:04 MERCED 4:43 5:46 6:53 8:48 10:43 12:48 16:48 18:43 TURLOCK-DENAIR 5:06 6:11 9:11 11:06 13:11 17:11 19:06 MODESTO 5:20 6:25 9:24 11:20 13:24 17:25 19:20 STOCKTON (ACE) 8:10 STOCKTON (ACE) 6:58 7:58 11:53 19:52 LODI 12:09 ELK GROVE 12:31 CITY COLLEGE 12:44 SACRAMENTO MIDTOWN 12:50 OLD NORTH SACRAMENTO 12:56 NATOMAS 13:04 LODI 7:15 20:08 SACRAMENTO 7:56 8:53 20:47 STOCKTON 5:53 10:03 14:03 17:58 OAKLEY 6:18 8:37 10:28 14:28 18:23 ANTIOCH-PITTSBURG 6:27 8:46 10:36 14:36 18:41 MARTINEZ 6:51 9:10 11:01 15:01 19:07 RICHMOND 7:20 9:39 11:30 15:30 19:36 BERKELEY EMERYVILLE 7:31 9:50 11:41 15:41 19:46 OAKLAND JACK LONDON 7:40 9:59 11:50 15:50 19:55 59 of 91 Source: DB Engineering & Consulting USA 10 DB Engineering & Consulting USA, Inc. | Consulting | 01/25/2019 Long-term Draft SB
Long-Term Draft Southbound EXP OAKLAND JACK LONDON 5:06 7:16 11:16 15:10 17:19 EMERYVILLE 5:17 7:27 11:27 15:20 17:30 BERKELEY RICHMOND 5:27 7:38 11:38 15:31 17:40 MARTINEZ 5:58 8:08 12:08 16:01 18:10 ANTIOCH-PITTSBURG 6:19 8:30 12:30 16:23 18:34 OAKLEY 6:28 8:38 12:38 16:33 18:42 STOCKTON 6:56 9:06 13:06 19:10 SACRAMENTO 4:14 16:14 17:02 LODI 4:53 16:53 NATOMAS 13:55 OLD NORTH SACRAMENTO 14:04 SACRAMENTO MIDTOWN 14:11 CITY COLLEGE 14:17 ELK GROVE 14:31 LODI 14:53 STOCKTON (ACE) 17:00 STOCKTON (ACE) 5:10 15:10 17:10 17:55 MODESTO 5:41 7:36 9:36 13:36 15:41 17:45 19:41 TURLOCK-DENAIR 5:54 7:49 9:49 13:49 15:54 17:58 19:54 MERCED 6:19 8:19 10:19 14:19 16:19 18:23 19:02 20:19 MADERA (NEW) 6:56 8:56 10:56 14:56 16:56 19:00 20:56 FRESNO 7:19 9:19 11:19 15:19 17:19 19:18 19:59 21:15 HANFORD 7:55 9:55 11:55 15:55 17:55 CORCORAN 8:11 10:11 12:11 16:11 18:11 WASCO 8:49 10:49 12:49 16:49 18:49 9:16 11:16 13:16 17:16 19:16 21:46 BAKERSFIELD 60 of 91 Source: DB Engineering & Consulting USA 11 DB Engineering & Consulting USA, Inc. | Consulting | 01/25/2019 Proposal replication revealed a trip time differential of 21.7’ NB and 14’ SB Long-Term Draft
Bakersfield Express Proposal Proposal Replication Trip Time: 04:30 (or 270’) Trip Time: 4:51 (NB) / 4:44 (SB)
NB SB Technical Run Time 250’ 245.8’ Dwells 11’ 11’ Recovery 30.7’ 27.2’ Total Trip Time 291.7’ 284’
Trip time differential replication vs. proposal: +21.7’ NB +14’ SB
61 of 91 Source: Proponent’s Express Proposal | DB Engineering & Consulting USA 12 DB Engineering & Consulting USA, Inc. | Consulting | 01/25/2019 SAN JOAQUIN JOINT POWERS AUTHORITY January 25, 2019
STAFF REPORT
Item 7 ACTION
Approve a Resolution of the Governing Board of the San Joaquin Joint Powers Authority Authorizing an Agreement for Passenger and Market Research Services to Resource Systems Group, Inc. for an Amount Not-To-Exceed $150,000 from May 1, 2019 – June 30, 2022 and Authorizing and Directing the Executive Director to Execute the Agreement
Background:
In the 2018 SJJPA Business Plan, $150,000 was requested to perform passenger and market research and analysis on a bi-annual basis. Staff has been utilizing market analysis reports performed by Amtrak and Caltrans to inform its marketing efforts and tailor messages. Caltrans has indicated its suspension of further market analysis programs. This contract is being awarded to continue to gather this passenger and market data and improve the process by making it more focused on the San Joaquins. A bi-annual methodology is being employed to allow time for advertising and other marketing strategies that are based on market analysis to have sufficient time to penetrate the market.
The scope of work includes two objectives: 1) passenger research and 2) marketing research. First, SJJPA is in need of current passenger data including but not limited to demographics, attitudes, travel patterns, and behaviors. Second, SJJPA is need of market research within the corridor to understand potential passenger data including but not limited to service awareness/perception, impediments, and new service concepts. The purpose of the ‘San Joaquins Passenger and Market Research’ contract is to plan, develop, deploy, analyze, and report data in relation to these two objectives.
Request for Proposal (RFP) and Selection Process: On October 26, 2018, San Joaquin Joint Powers Authority (SJJPA) released a Request for Proposals for the solicitation of Passenger and Market Research Services, with proposals due on November 27, 2018. As a result of the solicitation, SJJPA received proposals from the following firms:
• Resource Systems Group, Inc. (RSG) • TrendSource, Inc.
62 of 91 The proposals were evaluated by a panel consisting of SJJPA’s Marketing Manager, Executive & Legislative Coordinator, and Associate Planner along with SJCOG’s Associate Regional Planner. After the initial evaluation of the written proposals, there was a clear distinction of the evaluation scores between the two proposers.
RSG was invited for an interview to allow the selection panel to evaluate the team in person. RSG was evaluated on presentation, and responses to the selection panel’s questions. After the interview, staff deemed RSG the most responsive and responsible proposer.
The contract to be awarded is for an amount not-to-exceed $150,000 total for the first year of the three-year term. As this is a bi-annual project (occurring every other year), future SJJPA Business Plans will request similar funding to perform ‘Passenger and Market Research’. Any additional awarded funds for this project will be brought before the Board for approval and amended into the contract as needed.
Fiscal Impact:
Cost associated with the first year of this Agreement are identified in the approved 2018 SJJPA Business Plan Update as part of the Marketing Budget. Future year’s costs will be brought before the Board as part of the annual SJJPA Business Plan Update approval process for consideration.
Recommendation:
Approve a Resolution of the Governing Board of the San Joaquin Joint Powers Authority Authorizing an Agreement for Passenger and Market Research Services to Resource Systems Group, Inc. for an Amount Not-To-Exceed $150,000 from May 1, 2019 – June 30, 2022 and Authorizing and Directing the Executive Director to Execute the Agreement
63 of 91 SJJPA RESOLUTION NO. 18/19-__
RESOLUTION OF THE GOVERNING BOARD OF THE SAN JOAQUIN JOINT POWERS AUTHORITY AUTHORIZING AN AGREEMENT FOR PASSENGER AND MARKET RESEARCH SERVICES TO RESOURCE SYSTEMS GROUP, INC. FOR AN AMOUNT NOT-TO-EXCEED $150,000 FROM MAY1, 2019 – JUNE 30, 2022 AND AUTHORIZING AND DIRECTING THE EXECUTIVE DIRECTOR TO EXECUTE THE AGREEMENT
WHEREAS, a Request for Proposals (RFP) for Passenger and Market Research Services was issued on October 26, 2018 with a due date of November 27, 2018; and
WHEREAS, on November 27, 2018, two (2) proposals were received for Passenger and Market Research Services; and
WHEREAS, the two (2) proposals received were reviewed for completeness and responsiveness and evaluated as part of the procurement process; and
WHEREAS, of the two (2) responsive proposals received, one (1) was invited for oral presentations and interviews as part of the evaluation process; and
WHEREAS, staff deemed Resource Systems Group, Inc. as the most responsive and responsible proposer; and
WHEREAS, SJJPA came to agreement on the terms and prices with Resource Systems Group, Inc. as the most responsive and responsible proposer; and
NOW THEREFORE BE IT RESOLVED, that the Governing Board of the San Joaquin Joint Powers Authority Authorizing an Agreement for Passenger and Market Research Services to Resource Systems Group, Inc. for an Amount Not-To-Exceed $150,000 from May 1, 2019 – June 30, 2022 and Authorizing and Directing the Executive Director to Execute the Agreement
PASSED AND ADOPTED by the SJJPA on this 25th day of January, 2019, by the following vote:
AYES: NOES: ABSTAIN: ABSENT: ATTEST: SAN JOAQUIN JOINT POWERS AUTHORITY
______STACEY MORTENSEN, Secretary VITO CHIESA, Chair
64 of 91 SAN JOAQUIN JOINT POWERS AUTHORITY January 25, 2019
STAFF REPORT
Item 8 INFORMATION
Madera to San Jose Thruway Bus Route Pilot
Background
For several years, Kern COG has requested that the SJJPA initiate a new Thruway bus service between Madera and San Jose (see 2017 Kern COG comment letter to SJJPA attached). As part of the 2018 Business Plan, SJJPA committed to “conduct preliminary market analysis for an additional Thruway Bus route to serve the travel market between the Southern San Joaquin Valley and Silicon Valley”. In 2018 SJJPA began a review of the entire San Joaquins Thruway Bus Network’s performance. During this process of analysis and review, staff developed route alternatives for possible future implementation on the San Joaquins Thruway Bus Network. In discussions with California State Transportation Agency (CalSTA) and Caltrans staff, one of the concepts developed for a faster Southern California to Bay Area Thruway Bus connection was further analyzed for a potential pilot project for a Thruway Bus Route from the Central San Joaquin Valley to the South Bay Area via the State Route 152 Corridor (Pacheco Pass).
After this further analysis, SJJPA staff developed a Madera to San Jose Thruway Bus connection concept via the SR-152 corridor. This concept would be a direct non-stop connection between the Madera San Joaquins Station and San Jose Diridon Station. This bus pilot would also have connections to Capitol Corridor and Caltrain rail services in San Jose. Staff also considered Merced as the station for this service to connect to San Joaquins trains in the Central Valley, but the additional time from Madera to Merced on Northbound San Joaquins trains (+30 minutes), as well as the recommendations from Kern COG, led to the staff recommendation of having Madera be the connection point for this Thruway Bus pilot. The Madera to San Jose travel times are expected to be competitive enough with alternative modes to produce significant additional ridership for the San Joaquins.
SJJPA has conducted preliminary ridership analysis of this pilot service. The Madera- San Jose Thruway Bus ridership forecast assumed six daily round. The results of this analysis show substantial ridership gains in Southern California, Fresno and Bakersfield, as well as more modest increases in ridership in Hanford, Corcoran and Wasco. The Madera to San Jose Thruway Bus route is forecasted as having 45,700 annual riders after an initial ramp-up period. Most of the ridership gains forecasted are
65 of 91 in Southern California (+9,500 annual riders), Fresno (+17,200 annual riders) and Bakersfield (+12,000 annual riders). Figure 1 compares the forecast ridership for the Madera to Jose Thruway Bus route to FY 16 ridership from existing San Joaquins Thruway Bus routes.
Figure 1
San Joaquins Thruway Bus Annual Ridership By Route FY 16 0 40,000 80,000 120,000 160,000 200,000
Route 1a (Los Angeles, Santa Ana, San Diego) 179,138 Route 1b (Los Angeles, Long Beach) 81,081 Route 1c (Van Nuys, Torrance) 43,209 Route 3 (Sacramento, Chico, Redding) 137,150 Route 6 (Stockton, San Jose) 38,711 Route 7 (Santa Rosa, Eureka, Arcata) 62,533 Route 9 (Las Vegas) 16,293 Route 10 (Oxnard, Santa Barbara) 26,285 Route 12 (Palmdale, Victorville) 15,659 Route 15 (Yosemite) 10,483 Route 18 (San Luis Obispo, Santa Maria) 28,496 Route 19 (Pasadena, Riverside, Indio) 46,109 Route 99 (San Francisco) 56,412 Madera-San Jose Pilot Forecast* 45,700
The preliminary revenue estimate is $1.9 million with an average fare of about $42. Based on prior contracts on the San Joaquins Thruway Bus network, staff believes that this route would cost approximately $1.8 million annually to operate with six daily round trips based on the amount of route miles served from Madera to San Jose. A more detailed ridership, revenue and cost analysis will be completed prior to the implementation of this pilot bus route and will be presented to the Governing Board once complete. While revenue from new riders is expected to exceed the future cost of the Madera to San Jose Thruway Bus route, it will take time for ridership/revenue to ramp up and additional state funds will be needed during a start-up period.
Staff has done an operating run time analysis for this potential Thruway Bus Route as compared to current intercity rail and bus options. If this potential route were to be established, it would allow for the fastest Southern California to Bay Area rail/bus connection in the State. Below is that analysis based off current San Joaquins, Pacific
66 of 91 Surfliner and Coast Starlight schedules and how travel times compare with the addition of a Madera-San Jose Thruway Bus connection for the San Joaquins.
Madera to San Jose* Bus Concept on San Joaquins (Los Angeles-Bakersfield- Madera-San Jose)
Station 701 711 703 713 715 717 719 LA 10:50pm 1:10am 2:55am 6:25am 9:25am 12:10pm 2:10pm BAK 1:20am 4:20am 6:00am 9:00am 12:00pm 3:00pm 5:10pm FNO 4:25am 6:13am 7:53am 11:04am 2:02pm 5:01pm 7:10pm MAD 4:50am 6:38am 8:21am 11:32am 2:27pm 5:26pm 7:37pm SJ 7:10am 8:58am 10:41am 1:52pm 4:47pm 7:46pm 9:57pm *Assumes 2 hour and 20-minute direct bus connection from Madera to San Jose. Google Maps says trip by car would be 2 hours and 11 minutes.
Los Angeles to San Jose Trip Time: ~7 hours 45 minutes Bakersfield to San Jose Trip Time: ~4 hours 45 minutes Fresno to San Jose Trip Time: ~2 hours 45 minutes
Current Intercity Travel Options San Joaquins (Los Angeles-Bakersfield-Stockton-San Jose)
Station 701** 711 713 715 717 719 LA 10:50pm 1:10am 6:25am 9:25am 12:10pm 2:10pm BAK 1:20am 4:20am 9:00am 12:00pm 3:00pm 5:10pm FNO 4:25am 6:13am 11:04am 2:02pm 5:01pm 7:10pm STK 7:05am 8:40am 1:20pm 4:25pm 7:20pm 9:35pm SJ 9:17am 10:35am 2:50pm 6:15pm 9:10pm 11:15pm **ACE Connection in Stockton for Train 701
Los Angeles to San Jose Trip Time: ~9 hours Bakersfield to San Jose Trip Time: ~6 hours Fresno to San Jose Trip Time: ~4 hours
Pacific Surfliner/Coast Starlight*** (Los Angeles-San Luis Obispo-San Jose)
Station 759/538 1761/744 763/748 763/14*** 769 LA 4:09am 7:50am 9:11am 10:10am 12:30pm SLO 9:10am 12:50pm 2:40pm 3:35pm 5:30pm SJ 1:20pm 4:55pm 7:15pm 8:11pm 9:25pm
Los Angeles to San Jose Trip Time: ~9 hours (Pacific Surfliner/Bus), ~10 hours (Coast Starlight)
67 of 91 With the exception of a couple of routes operated and managed by local agencies, Amtrak manages the San Joaquins current Thruway Bus routes. Amtrak contracts out the operations of these Thruway Bus routes to private operators through their formal procurement process. Staff recommends that the Madera to San Jose pilot program, as well as future Thruway bus contracts that are currently managed by Amtrak1, be managed by the SJJPA in coordination with CalSTA, Caltrans, and Amtrak. SJJPA would use its formal procurement process to contract out the operations to bus operators. Taking on the management of Thruway Bus contracts will enable the SJJPA to have oversite of the contracts and access to Thruway Bus data which will enable SJJPA to better control costs and develop a more cost-efficient and effective Thruway Bus network. The Madera to San Jose service will be a pilot program for this new route and a pilot program for SJJPA’s procurement and management of Thruway Bus contracts.
Fiscal Impact: This pilot will require additional state funds during its initial ramp-up period, but once established this Thruway Bus Route is expected to be revenue positive.
Recommendation: This is an informational item. There is no action requested.
1 The existing Amtrak Thruway Bus contracts will expire over the course of the next two years.
68 of 91 69 of 91 70 of 91 SAN JOAQUIN JOINT POWERS AUTHORITY January 25, 2019
STAFF REPORT
Item 9 INFORMATION
Update on Shared Use Agreement with SJJRC for Valley Rail Stations and Facilities
Background: At the July 6th meeting, the Rail Commission adopted a resolution to act on behalf of the San Joaquin Joint Powers Authority in the implementation of the Valley Rail Program stations and layover facilities. This process is intended to streamline the project delivery and protect the usage rights for each service. Staff and Counsel have developed the following draft deal points for a Shared Use Agreement:
1. Negotiating SJRRC’s and SJJPA’s trackage rights with UPRR 2. Purchasing by SJRRC of property for the new Stations that will be used by both ACE and the San Joaquins. 3. Drafting a Joint Use Agreement allowing the San Joaquins to use stations owned by SJRRC. a. Establishing a formula for a cost share of the stations operations and maintenance costs for SJJPA and SJRRC. b. Identifying all fees and expenses that will be shared by SJJPA and SJRRC. c. Establishing insurance obligations for the SJJPA and SJRRC. d. Establishing a method for SJJPA and SJRRC to indemnify the other for third party liability (aka passenger injuries and property damage). e. Establishing a process to schedule the use of the stations. f. Establishing a procedure for allowing future capital improvements to stations or adding new stations or facilities. g. Establishing a procedure to allow future, new services to use the stations and facilities. h. Establishing an alternative dispute process for resolving any disputes that arise from the performance of the Joint Station Use Agreement. i. Establishing a formula for a cost share for any emergencies arising at the stations.
Staff and Counsel will present a draft agreement to each agency by March.
Fiscal Impact:
There is no fiscal impact.
71 of 91 Recommendation:
This is an informational item. There is no action requested.
72 of 91 SAN JOAQUIN JOINT POWERS AUTHORITY January 25, 2019
STAFF REPORT
Item 10 INFORMATION
California Integrated Travel Project (Cal-ITP)
The California State Transportation Agency (CalSTA), along with Caltrans and the Capitol Corridor Joint Powers Authority (CCJPA), in partnership with local, regional and state partners, is working on an integrated travel project known as Cal-ITP. The purpose of the project is to research, plan and develop a statewide framework for multimodal transport interoperability. The Cal-ITP objective is to enter into a multi-year pilot of travel planning and a universal payment method for all transportation providers, including those in the private sector. Development for Cal-ITP is currently underway, with CCJPA releasing a Request for Statement of Qualifications (RFSOQ) to provide staffing support services for the project. While Cal-ITP is in development, direction for the project will come from CCJPA and an external Cal-ITP steering committee. SJJPA staff will continue to monitor and work closely with CCJPA and other state partners on the development of the proposed statewide integrated ticketing program.
Fiscal Impact: There is no fiscal impact.
Recommendation: This is an informational item. There is no action requested.
73 of 91 SAN JOAQUIN JOINT POWERS AUTHORITY January 25, 2019
STAFF REPORT
Item 11 INFORMATION
Report on Student Group Trip to W.O.W. Museum
Background
SJJPA and the World of Wonders (WOW) Science Museum located in downtown Lodi, have partnered together to help promote the use of the San Joaquins Kids ‘N’ Trains program for school groups to access the WOW Museum. With a generous donation from Supervisor Rodrigo Espinoza and to kick-off the partnership, El Nido elementary from Merced County participated in an educational field trip utilizing the San Joaquins service to get to the museum. Prior to El Nido’s trip, staff provided an Operations Life Saver presentation to inform students and raise awareness about train safety. Attached are pictures from the trip.
Fiscal Impact: There is no fiscal impact.
74 of 91
75 of 91
76 of 91 SAN JOAQUIN JOINT POWERS AUTHORITY January 25, 2019
STAFF REPORT
Item 12 INFORMATION
Update on the 2019 SJJPA Business Plan Background: The primary purpose of the Annual Business Plan is to identify SJJPA’s intentions for the next two State Fiscal Years. As part of its administrative responsibilities of the San Joaquins Intercity Passenger Rail Service, the SJJPA must submit an Annual Business Plan by April 1 of each year in draft form to the Secretary of the California Transportation Agency (CalSTA) and in final form by June 30th. The Annual Business Plan is reviewed and approved by the State and used to develop annual appropriation requests to the State Legislature. As specified in AB 1779, the Annual Business Plan shall include a report on the recent, as well as historical, performance of the corridor service; an overall operating plan, including proposed service enhancements to increase ridership and provide for increased traveler demands in the corridor for the upcoming year; short-term and long- term capital improvement programs; funding requirements for the upcoming fiscal year; and an action plan with specific performance goals and objectives. In addition, the Annual Business Plan shall document service improvements (rail and Thruway Bus) to provide the planned level of service, operating plans, and consideration of other service expansions and enhancements. A public review draft of the 2019 SJJPA Business Plan (Business Plan) will be released in February 2019, allowing for Board, agency, and public input. After the review period and revisions are completed, the official draft of Business Plan (for submittal to CalSTA) will be presented for approval at the March 22, 2019 SJJPA Board Meeting.
Key Changes/Additions Anticipated for the 2019 Business Plan: The 2019 Business Plan is an update of the 2018 Business Plan. In order to provide the most up-to-date and comprehensive Business Plan possible, updates to ridership and financial figures will be provided, along with discussion of the status of current and planned capital projects, and any new planning initiatives. Additionally, certain sections will be updated to reflect recent changes in service. Key changes will include the following:
• April 2019 Schedule: Returns the San Joaquins to full-corridor service for 7 daily round trips and introduces slotted schedule and distributed pad-time for improved on-time performance.
77 of 91 • April 2020 Schedule: Which will include reduced operating times to under six hours between Bakersfield and Oakland Amtrak Stations to negate the need for costly crew changes. Options to be considered will include skip-stop/limited stop service (such as the Bakersfield Express concept). This schedule will include more detailed coordination with Capitol Corridor and Pacific Surfliner services to enhance ridership potential and on-time performance. This schedule will have all 7 daily round trips running the full corridor.
• Increase cost recovery of the San Joaquins Café Car service with strategies including: 1) eliminating additional items from the menu, replacing items on the menu with lower cost alternatives, exploring transferring Food and Beverage Operations to a third-party, and evaluating cost savings and viability of eliminating café service on low performing trains.
• Request operating funds from the state for a pilot program to operate a new Thruway bus between Madera and San Jose. This contract, as well as all future Thruway bus contracts, are expected to be managed by the SJJPA in coordination with CalSTA, Caltrans, and Amtrak.
• Support the state’s Integrated Ticketing Efforts
• Participate in the Statewide Working Group Fleet Management focus group being established that will address issues such as the retirement of the Comet Cars from regular service and the deployment of the new Siemens rolling stock (including any additional infrastructure needed associated with the new equipment).
Fiscal Impact: There is no fiscal impact from this item.
Recommendation: This is an informational item. There is no action requested.
78 of 91 SAN JOAQUIN JOINT POWERS AUTHORITY January 25, 2019
STAFF REPORT
Item 13 INFORMATION
Executive Director’s Report
Executive Director Stacey Mortensen will give the monthly Executive Director’s report.
Fiscal Impact:
There is no fiscal impact.
Recommendation:
This is an informational item. There is no action requested.
79 of 91 SAN JOAQUIN JOINT POWERS AUTHORITY January 25, 2019
STAFF REPORT
Item 17 ACTION
Approve a Resolution of the Governing Board of the San Joaquin Joint Powers Authority Authorizing the Executive Director to Enter an Appropriate Purchase Agreement with G Street Mini Storage LLC for the Negotiated Amount Approved of $525,000 regarding APN 030-102-012 and Authorizing and Directing the Executive Director to Execute the Agreement and all Related Documents
Background:
At the July 27, 2018 SJJPA Board meeting, Resolution 18/19-004 was approved. Giving the Governing Board of the San Joaquin Joint Powers Authority Authorization to the Executive Director to Submit and Execute Any and All Grant Applications, Agreements, Certifications and Assurances and Any Other Documents Necessary to Obtain FY 17/18 and FY 18/19 State Rail Assistance (SRA) Funding in the Amount of $8,000,000 for the Stockton Wye and Merced Parking Lot Projects.
SJJPA is pursuing a property acquisition to construct a new parking lot at the Merced Station. The 43,560-square foot property is located on Canal St between 25th & 24th street, along the BNSF right of way. SRA funding is being requested to fund the construction of Merced Parking Lot ($900,000) project.
The subject property, as referenced above, is commercial land located on the west side of Canal Street between west 24th and west 25th street in central Merced. The property is further identified as Assessor’s Parcel Number (APN) 030-102-012. The site measures approximately 43,750 square feet but has a net usable area of approximately 37,500 square feet. The additional 6,250 square feet consists of an alley located on the northeast portion of the property that is also utilized by the neighboring parcels.
Senate Bill 1 (SB 1) created the State Rail Assistance (SRA) Program by directing a portion of new revenue specifically to intercity rail and commuter rail. SB 1 directs a 0.5% portion of new diesel sales tax revenue for allocation, with half going to the five commuter rail providers and half to intercity rail corridors. Over the next three years, SJJPA is eligible for $13.1M in SRA funding.
SRA was created to provide operating and capital assistance for commuter and intercity rail agencies. The SRA guidelines permit projects that cover a full range of transportation planning and mass transportation purposes, with the direction that rail
80 of 91 agencies spend these funds in a cost-effective manner to provide operations and capital improvements for the benefit of the public.
81 of 91
82 of 91
83 of 91
84 of 91
85 of 91
86 of 91
87 of 91 Fiscal Impact: There is no fiscal impact. SRA funding is provided through Senate Bill 1. The owners of Central G St. Storage Canal Street property have agreed to terms and excepted offer of $525,000.
Recommendation: Approve a Resolution of the Governing Board of the San Joaquin Joint Powers Authority Authorizing the Executive Director to Enter an Appropriate Purchase Agreement with G Street Mini Storage LLC for the Negotiated Amount Approved of $525,000 regarding APN 030-102-012 and Authorizing and Directing the Executive Director to Execute the Agreement and all Related Documents
88 of 91
REVISED January 22, 2019 SJJPA RESOLUTION 18/19-___
RESOLUTION OF THE GOVERNING BOARD OF THE SAN JOAQUIN JOINT POWERS AUTHORITY AUTHORIZING THE EXECUTIVE DIRECTOR TO ENTER AN APPROPRIATE PURCHASE AGREEMENT WITH G STREET MINI STORAGE LLC FOR THE NEGOTIATED AMOUNT APPROVED OF $525,000 REGARDING APN 030- 102-012 AND AUTHORIZING AND DIRECTING THE EXECUTIVE DIRECTOR TO EXECUTE THE AGREEMENT AND ALL RELATED DOCUMENTS
WHEREAS, SJJPA is an eligible project sponsor and may receive state funding from the State Rail Assistance (SRA) for transit projects; and
WHEREAS, the statutes related to state-funded transit projects require a local or regional implementing agency to abide by various regulations; and
WHEREAS, Senate Bill 1 (2017) named the California State Transportation Agency (CalSTA) as the administrative agency for the SRA; and
WHEREAS, CalSTA has developed guidelines for the purpose of administering and distributing SRA funds to agencies identified as eligible recipients of these funds; and
WHEREAS, SJJPA wishes to delegate authorization to execute these documents and any amendments thereto to the Executive Director; and
WHEREAS, SJJPA wishes to utilize SRA funding to construct the Merced Parking Lot project;
NOW, THEREFORE, BE IT RESOVLED that the Governing Board of the San Joaquin Joint Powers Authority Hereby Authorizes the Executive Director to Enter an Appropriate Purchase Agreement with G Street Mini Storage LLC for the Negotiated Amount Approved of $525,000 regarding APN 030-102-012 and Authorizing and Directing the Executive Director to Execute the Agreement and all Related Documents
PASSED AND ADOPTED by the SJJPA on this 25th day of January 2019, by the following vote:
AYES: NOES: ABSENT: ABSTAIN: ATTEST: SAN JOAQUIN JOINT POWERS AUTHORITY
______STACEY MORTENSEN, Secretary VITO CHIESA, Chair
89 of 91
DIRECTIONS TO JANUARY 25, 2019 SJJPA BOARD MEETING AT FRESNO COUNTY BOARD OF SUPERVISORS CHAMBERS 2281 Tulare Street, Fresno at 1:00 pm
Amtrak – San Joaquins
Board Members, Working Group Members, and members of the Public are strongly encouraged to use Amtrak to get to the SJJPA Board Meeting if possible. The time and location of the SJJPA Board Meeting is convenient for those who would like to take the San Joaquins to the meeting.
Getting there: The San Joaquins Southbound 712 Daily (departing from Oakland at 7:35 am) arrives at Fresno Amtrak Station at 11:39 am. The San Joaquins Northbound 713 Daily (departing from Bakersfield at 9:00 am) arrives at the Fresno Amtrak Station at 11:04 am. The Fresno Amtrak Station is about 0.3 miles from the Fresno County Administration Building (see map above) it is about a 10 minute walk. Since the station is just a few blocks from the meeting location there will be no shuttle service provided.
Getting home: The San Joaquins Northbound 717 Daily departs from Fresno Amtrak Station at 4:22 pm. The San Joaquins Southbound 702 Daily departs from Fresno Amtrak Station at 3:53 pm. The meeting will be adjourned before 3:00 pm.
90 of 91
Driving
For those driving, 2281 Tulare Street is located in downtown Fresno. Fresno is over 125 miles south of downtown Stockton along SR-99.
Coming from the north, take SR-99 (South). At Fresno, take the Fresno Street/Civic Center Exit toward downtown (turn left) for about 0.8 miles. Turn right on to M Street for about 0.2 miles. Turn right on Tulare Street. The Fresno County Administration Building is on the right (2281 Tulare Street). It takes about 2 hours 40 minutes hours to drive from downtown Sacramento to Fresno. From Oakland it is also about a 2 hour 40 minute drive.
Coming from the south, take SR-99 (North). At Fresno, take the Fresno Street/Civic Center Exit toward downtown (turn right) for about 0.8 miles. Turn right on to M Street for about 0.2 miles. Turn right on Tulare Street. The Fresno County Administration Building is on the right (2281 Tulare Street). Fresno is about a 1 hour 40 minute drive from Bakersfield.
There is a large underground parking garage for the Fresno County Administration Building. It is one block west of Administration Building. The entrance is on the north/east corner of Tulare Street and Van Ness Avenue. This is a pay lot (there is no free parking downtown). There are several other pay lots within a few blocks of the Administration Building.
Driving from the North
Please let us know if you will be traveling by train and would like a ride from the Amtrak Station to the SJJPA Board Meeting (and back to the station after the meeting). Contact: Freddy Rodriguez at [email protected] or (209) 944-6271.
91 of 91