ac transit annual report 1976-1977

8/14/2019 AC Transit Annual Report 1976-1977

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AC TRANSITANNUALREPORT1976/77

. " .' . . , ." , ,

A Year of Major Passenger Growth.


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BOARD OF DIRECTORS

John L. McDonnellPresident

Roy NakadegawaVice President

William J. Bettencourt

Jean A. Holmes

William E. Berk

Paul B. Godkin

Ray Rinehart


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Mosaic map from Pacific Aerial Surveys indicates extent of AC Transit service by end of fiscal year . From top left, buses operate through 13cities along the East Bay shore to Fremont (lower, center, opposite Dumbarton Bridge). Transbay lines travel the San Francisco-Oakland BayBridge (left, center) . And on the other side of the hills, buses under contract service suburban areas of Contra Costa and Alameda count ies.

Record ridership marked fiscal year 1976-77 as AC Transitcarried more passengers over more miles on more lines than atany time since going into operation Oct. 1, 1960. Expansion ofbus service into suburban communities continued , adding to ayear of substantial accomplishment. It also was a year ofstrained financial resources as escalating costs placed a highprice on success .Highlights included: Record ridership marked.New passenger safety record established.

Start of local bus service in Moraga and a portion ofOrinda. Start of local bus service in Eastern Contra Costa County.Implementation of improved commute service and off-peaDial-A-Ride in Fremont and Newark. Delivery of new small buses completed. Advance design buses ordered. Articulated buses ordered . Survey of elderly and handicapped transit needs started. Coordination strengthened among regional operators .


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TRAVELThe growth in riding was constant during the year, with, an.8 percent over the 58,220,157 who rode in.Passenger travel on transbay service reflected substantial, with a total of 11,050,432 passenger trips , an increase. East Bay urban ridership also, with 44,533,730 passenger trips, a.3 percent growth over a year ago.Passenger growth was phenomenal in Distr ict 2 - Fremontewark - where ridership was up 32.4 percent, and inThe Concord system had an increase of 49 .1 percent, andininitiated until late 1975, and/Orinda operations began in Sept., 1976, making

communities .Night patronage showed no gain even though BART was.In the face of increasing operational costs, night service wasanby early and late cancellations.Service miles totaled 29,919,046, an increase of 2.25 percent

One-way street miles increased from 985 .5 to 1,071.9, an,985.5 to 2,146.6, a jump of 8.1 percent , or. Total weekday schedule miles increased fromto 102,592 miles, up 3.7 percent, or 3,703 miles.Use of BART/AC Transit transfers increased from 3,393,303 inin the fiscal year ending June 30 ,, up 149,705, or 4.4 percent , indicating a growth in

SERVICEWith more communities realizing alternatives must be found toincreasing realization of the worsening

implementation.By working through the District, the Town of Moraga, initiated, that also servedof the part of Orinda south of the freeway."The Country Coach," the name given to the bus service, was, operating a highway route between the Town of/Orinda, Orinda Village, St. Mary's College and/Lafayette.Inauguration of the service was considered a communitypoles inviting residentsof free rides. Informational leaflets, along with a free, were mailed to residents . Merchants put upin windows and nearly a thousand riders turned out to trynew buses.In Eastern Contra Costa County, communities joined together

with AC Transit to provide service connecting Shore, Pittsburg , Antioch, Oakley andThe clatter of a "dishpan band" helped to launch the "Tri Delta, 1977. Senior citizens served; many of those who worked on formulation of theystem turned out to try the service.Five ribbon cuttings marked the celebration . A week of freeides introduced the service with 2,126 residents accepting theomplimentary invitation .Shoppers registered a favorable response to the opening ofervice to Richmond's Hilltop Mallon Sept. 2, 1976. Buses on

three existing lines were extended to provide access to the newshopping center.

System Expenditures Per MileFiscal year ending Ju ne 30CENTS

'"1===========1601==========150l=========1401=========1 3 I = = = = = = = = = = ~ 1 2 I = = = = = = ~ = 11======:::::::::;;c1 0 l = = = = = : :

9 ~ = = =

1968 1969 1970 1971 1972 1973 1974 1975 1976 1977

One-Way Route MilesFiscal year ending June 30HUNDREDS OF MILES

2 ~ = = = = = = = = = = 2 0 ~ = = = = = = = = = ~ = = ~ = ; : ; : : : ; = = =

18 ~ = = = = = = = =

16 :==========1 ~ = = = = = = = 1 ~ = = = 131211

29

28

27

26

25

24

23

22

Senior citizens and hicapped riders receivedcount identification cardAC Transit made visitoutlying communities wregularly providing regition in the District officedowntown Oakland.

Vehicle MilesFiscal year ending J une 30MILLIONS OF MILES

:=: ;=

RefeCa 19daysl,ike"' ' ' ' RefieClI 61-day S l r i ~

1=

1=

1=..


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PASSENGERS - FARES - MILEAGE%1976-77 1975-76 Change

Passenger TripsEast Bay . . . . . . . . . . . . . 44,533,730 43 ,546,422 2.3Transbay . . . . . . . . . . . . . 13,353,347 12,475,887 7.0Fremont/Newark (1) . . . 1,174,900 887,318 32.4Contract Services:BART . . . . .. . . . . . . . . 1,140,769 877,889 29.9Concord (2) . . . . . . . . 562,852 377,511 49.1Pleasant Hill (3) . . . . 130,868 55,130 137.4Moraga/Orinda (4) . . 110,172Pittsburg/Antioch/Brentwood (5) .. . . 5,487

Total . . . . . . . . . . . .. 61 ,012,125 58,220,157 4.8Fare RevenueEast Bay . . . . . . . . . . . . . $ 8,656,725 $ 8,389,067 3.2Transbay . . . . . . . . . .. . . 6,915,629 6,472,917 6.8Fremont/Newark (1) . .. 218,945 167,170 31.0Contract Services:BART .. .. .. . . . . . . . . 368,425 296,073 24.4Concord (2) . . . . . . . . 93,835 60,118 56.1Pleasant Hill (3) . . . . 18,157 8,223 120.8Moraga/Orinda (4) . . 16,625Pittsburg/Antioch/Brentwood (5) . . . . 1,370

Total . . . . . . . . . . . . . $16,289,711 $15,393,568 5.8Service MilesEast Bay . . . . . . . . . . . . . 16,926,856 16,912,363 .1Transbay . . . . . . . . . . . .. 9,290,486 9,323,481 - .4Fremont/Newark (1) .. . 1,239,903 866,445 43.1Contract Services:BART .. . . . . . . . . . . . . 1,642,611 1,711,666 - 4.0Concord (2) . . . .. .. . 520,558 381 ,447 36.5Pleasant Hill (3) . . . . 121,245 66,074 83.5Moraga/Orinda (4) . . 149,096Pittsburg!Antioch/Brentwood (5) . . . . 28 ,291

Total .. . . . . . . .. . . . 29,919,046 29,261,476 2.2(1) Includes DialARide and Mini Route service inaugurated Sept. 17, and Sept. 18,1976 respectively.(2) Concord contract service inaugurated Sept. 8, 1975(3) Pleasant Hill contract service inaugurated Dec. 8, 1975(4) Moraga/Orinda contract service inaugurated Sept. 13, 1976(5) Pittsburg/Antioch/Brentwood contract service inaugurated June 6, 1977

"Tri Delta Transit" was launched with fanfare in EaContra Costa County. Antioch Senior Citizen"Kitchen Band " set the tone at the first of five festivcommunity celebrations on opening day. Three localines were initiated , linking West Pittsburg, PittsburgAntioch , Oakley and Brentwood - the area's firlocal transit system.

Meanwhile, talks were underway with representatives fromWestern Contra Costa County communities not already servedby AC Transit on routes to serve that suburban area.FREMONT/NEWARK IMPROVEMENTS

In Alameda County, an expanded bus sytem was implementedOct. 1, 1976 in Fremont and Newark, Specia l Transit ServiceDistrict 2.Twelve mini-fixed routes, designed to better serve commut ers,were put into service, adding to the seven basic fixed routesalready in operation. The mini-routes were designed to dip intoneighborhoods during commute hours and pick up ridersdestined to BART/Fremont and BART/Union City stat ions.At the same time, Dial-A-Ride service was phased in toprovide doorstep bus transportation in off-peak hours onweekdays, including night time and on Saturday and Sunday .The Dial-A-Ride portion was phased in gradually with two zonesof approximately one-square mile each scheduled forinauguration every six to eight weeks. Operations proceededwith exceptional smoothness and implementation was steppedup. Approximately 50 percent of the area was receiving doorstepservice by the end of the fiscal year and total coverage wasscheduled for late Nov ., 1977, with the possibility of even earliercompletion.BUSESBuses in three different sizes provided news during the year .The first heavy duty small bus , built to AC Transitspecifications, "topped out" at the Minibus plant in Downey,Calif., and by the end of the year, 29 had been delivered to theproperty . The 25-foot long coaches seat 25 passengers eachand feature a wider door, air conditioning, carpeted floo r andceiling and fabric-covered bucket-type passenger seats. Thebuses, which cost $49,088 each plus delivery and taxes, wereput into service in Fremont/Newark, Moraga/Orinda andPleasant Hill. Passenger evaluation was posi tive.Advance design buses, wh ich offer better viewing, morecomfortable riding, temperature contro l and improvedmaintenance features, we re ordered from General Motors Truckand Coach Division near the end of the fiscal year after monthsof delay.The new buses, which represent the first major design change


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in length. BidsAC Transit were $91,500 per.AC Transit joined with five other transit properties to acquire

Award of the contract was held up, however, by a law suit filedAM General in Federal District Court, alleging the, the only bidder. The court ruled

AM General and a contract fo r the new buses wasin April , 1977, with delivery anticipated in the spring

Ten transit properties across the nation joined in awarding a, with 30 scheduled for deliveryAC Transit.Award of the contract to AM General , working with M.A.N. of, culminated years of effort to provide higherity and efficiency without increasing the number ofBuses ordered by AC Transit will be 60 feet long and will seat

at $174,286 each,.L FT

To save taxpayer dollars, the District continued with a program. Scheduled for a " face lift" in the56 buses delivered in 1961 . The

is expected to extend the life of the 35-foot long.US FLEETAt the close of the fisca l year, 826 buses were in service , an.

F QECOPDSAn all-time safety record was registered as drivers traveled,639 in 1975-76 -riving year.Passenger accident frequency reached a record low of 6.48,000 ,000 carried , a decrease of 4.7 percentAccident frequency also reached a record low of five accidents,000 miles, down 2.9 percent from fiscal 1975-76.A review of statistics showed traffic accident frequency.19 percent when compared to f ive years ago ,.88 percent compared to ten years ago, and an impressive.6 percent compared with fiscal 1960-61 , the year AC Transitinto operation .Seven more operators were honored during the year for 25, bringing the.During the year the safety goal of 13 ,250 miles per accidentimes, compared to 38 times the previous year.,

11 times and Richmond ,. Newark Division also established a new record ofin Mar. , 1977, when drivers registered 18

,, 1975.E D oPfThe first major assessment of the transportation problems of

toin evaluating how best to serve the needs of the transit.The program had the goal of locating people in AC Transit 's

at all. After needs, variousl be evaluated for possible implementation .Work on the elderly and handicapped study progressed on: A self-identif ication survey , in which senior citizens andTransit and ask for a special needs questionnaire . The

.

Buses In ServiceFiscal year ending Jun e 30 AC Transit Liners 0 Form er Key Sys tem

HUNDREDS O F BU SES

A ton of computer soared four floors above thestreets of downtown Oakland . District offices received a new IBM 360/30 computer the hard way -removing window glass first - to better Data Processing capacity and programming flexibility .


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year ending June 30

A record number ofpassenger trips was recorded during the fiscalyear as more peoplethan ever took ACTransit buses. Statisticsshowed 4 .8 percentmore r i de rsh ip in1976-77 than in th eprevious fiscal year , totaling over 61 millionpassenger trips.

1977: District # 1 $15,572,354 .District #2 218,945111Contract Services 498 412 0Total $16,289 711DOLLARS

=

Passenger TripsFiscal year ending June 30

1969 1970 1971 1972 1973o : I I I y S l r i k . ke

1974 1975 1976 197760

58

56

54

52

50

46

46

44

42

MILLIONS OF PEOPLE

'"'I'=;=

I

1977: District #1District #2Contract ServicesI' l la57 ,887 ,077 1,174,900l1li1,950148 061012125

-

1

==I-1==;?r -

968 1969 1970 1971 1972 1973 1974 1975 1976 1977* ,Fef lC t. 19 -d .y s tnke

f o . c t 6fday strike

A direct telephone survey to homes in the service area discover incident rate of seniors and handicapped people and identify unmet transportation requirements. Social service agencies were contacted to determine whacurrently was being provided in the way of transportationservice. A technical support committee with experience in thefield , participated, as did a citizens' advisory committeecomposed of those using and/or needing special transit facilitieThe data gathering phase of the program was completed bthe end of the fiscal period.PRIORITY BUS STUDY

The Metropolitan Transportation Commission joined ACTransit in a Priority Bus Technique Study which beganMay 1,1977 .The six-month study, designed to determine how to get buriders where they want to go in less time, involves examininsuch possible techniques as exclusive bus lanes, traffic signcontrols and parking restrictions.LEADERSHIP CHANGES

Two new members of the AC Transit Board of Directors weappointed in June to fill vacancies.Paul B. Godkin , of Oakland, replaced Director-at-LargeChester C. McGuire, Jr., of Berkeley, who was appointedAssistant Secretary for Fair Housing and Equal Opportunitythe Department of Housing and Urban Development,WaShington, D.C. Kimiko "Kimi" Fujii , of Hayward, who hadserved as President of the Board and was the first woman to ba member of the Board, was replaced by Jean A. Holmes,of Fremont, representing Ward 5 in Southern AlamedaCounty. Both appointees will fulfill unexpired terms runningthrough 1978.John McDonnell, of Oakland, was elected president of theBoard of Directors at the first meeting in Jan ., 1977, a postpreviously held in 1967-68. Roy Nakadegawa, of Berkeley, wachosen vice president.BUS ROADEO

The AC Transit Bus Roadeo was held at Golden Gate FieldsAlbany in Aug ., 1976, with 150 drivers submitting entry blanThe competition, conducted during three weekends, testeddrivers' safe driving abilities in various phases of bus operationFirst place winner, and representative of AC Transit in theAmerican Public Transit Association National Roadeo, wasEverett Cooper, Jr. Second place went to B. R. McCaslin, anthird, to Ron R. Freund.


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19

6

6

15

13

11

0

Special services toevents included directbuses to the Oakland-Alameda County Col-iseum where the WorldChampion OaklandRaiders played.

Average Annual Employee EarningsFiscal year ending June 30THOUSANDS OF DOLLARS

...~ ! I " " t 3 IS.day strike

** Rell""i ' 61-day .1rike

=-

-

]

heavy duty small buses made their apin AC Transit operation as 29 littlewere delivered during the year. Theservice in Fremont/Newark , Moraga/and Pleasant Hill. Built to AC Transit, the buses met with favorable

PUBLIC TIMETABLESPrinting of public timetables to aid riders increased from3,541,000 to 4,137,000, an increase of 15.8 percent, still anothindication of growth in use of District buses.

COMMUNICATION SYSTEM ORDEREDA new $2,500,000 communication system enabling every bu

in the fleet to be in constant contact with radio dispatchers waordered from Motorola .Eventually, the system will be able to report actual vehiclelocations, count passengers, compile fare box and vehiclemileage statistics, and even check adherence to schedules .Installation and operation is expected by late 1978.WATER SAVINGS EFFORT

As the California drought increased in severity, AC Transittook steps to reduce water usage by more than one-third .Buses were washed two times per week instead of four, steacleaning of engines was changed from every 8,000 miles to12,000 and all water facilities were checked for leaksBefore adjustments, water usage was 1,400,000 gallons pemonth. The new procedures reduced usage by 34.8 percent.INNOVATIVE TRANSIT SEMINARS

AC Transit co-hosted two Bay Area Urban Transit Institutes(B.A.U.T.I.), which provided an opportunity for partiCipants tostudy different transit modes and develop a broaderunderstanding of public transportation .First such institutes held on the west coast, the week-longmeetings involved participation of four transit properties - BaArea Rapid Transit District , Golden Gate Transit District, SanFrancisco Municipal Railway and AC Transit.The success of the seminars offered in Nov. and May,resulted in scheduling additional programs for the coming fiscyear.The new learning ventures were conducted with thecooperation of the California Department of Transportation anthe Urban Mass Transportation Administration, Departmentof Transportation .CLAIMS

Paid losses for the fiscal year were $205 ,668 for personalinjury and $97,571 for property damage, a total of $303 ,239compared to $404,309 the previous year . This substantialreduction in accident payment occurred even though passengtrips rose by nearly 5 percent.Cost of claims amounted to 1.9 percent of gross passengerevenue compared to 2.51 percent in fiscal 1975-76.


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Recoveries amounted to $62,137, compared to $49,344 the.Paid losses under the District's permissibly uninsured,136 compared to$34,753 compared to.Increases in the Workers' Compensation Program werefactors: an increase in number of claims fromin 1975-76 to 930 in 1976-77; a 30 percent increase in the; and an increase in weekly temporary totalon Jan. 1, 1977, as decreedCENTER

Working with eight other public transit agencies in the San,107 Bay Area Regionalreduced fares for eligible handicapped.In addition to those who visited AC Transit's Handicapped andin Oakland, people in outlyingan opportunity for accreditation on"center" to various communities in the.ACTION

It is the policy of the District that Affirmative Action shall bein all aspects of personnel policiesBased on AC Transit's affirmative action commitment, a total

.Six major bay area public transit operators joined together in

The new organization, named Regional Transit Association ofincludes AC Transit, BART, Golden Gate Transit,. Executives of the six systems meet

in the areas of service and fares, procurement,, training and affirmative action. Alan L. Bingham,

AC Transit, was named first chairman of the.FOR FUNDINGThe need to find additional funding for public transit resulted in

Future projection indicated costs of operations would increase, with present income, State sales tax and Federalall of the.Riding projections based on an annual three percent growthbe carrying over 80,000,000an increase of some 30 percent over.Credited as an efficiently operated property, which in less than

as a time when bus systems will be firmly established, offeringan automobile.At the same time, costs must be curtailed, revenue increasedis to continue.Without losing its sense of history, AC Transit is looking into

The transit of the future includes practical, economical busthe switch from- a trend which already has begunis expected to continue.

1960

DIAL-A-RIDE Control Room personneunderwent six weeks of special training to successfully implement start odoor-to-door service in Fremont andNewark.

TRAFFIC ACCIDENTSPER 10.000 MILES

1965 1970

12

11

10

THOUSANDS OF MILESOPERATED PER ACCIDENT

1975 1977

r\

PASSENGER ACCIDENT S PER1,000,000 PASSENGERS CARRIED

\.........'\.

"960 1965 1970 1975 197715 1 - -----f----+ _- -_J .--- . iI1 4 1 - - - - - + - - - + _ - .1 3 1 - - - - - - f - - - ~ ~ _ J . ~ 1 1 - - - - - f - - - - _ J . ~ 11 I - - - - - - - , ~ " " " - - - = - + _ - _ J

1960 1965 1970 1975 1977


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Virginia DennisonMarketing Manager

Ozro D. GouldClaims Manager

Lawrence S. KurzTreasurer-Controller

Robert E. NisbetAttorney

Lawrence A. RosenbergDistrict Secretary andAdministrative ProjectsManager

J. Dale GoodmanTransportation Manager

John A. KraJcarPurchases and StoresManager____ .' _ F fi

Manager Researchand Planningc

Stanley O. PearceSupervisor of Safetyand Training

Robert J. ShamoonPersonnel Manager

MANAGEMENT

Alan L. BinghamGeneral Manager

Anthony R. LucchesiMaintenance Manager

Warren E. RobinsonTransportation Engineer


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COSTA TRANSIT DISTRICT A)30, 1977 and 1976

plant and equipment, at cost (Note D):Property, plant and equipment acquiredOctober 1, 1960Less accumulated depreciationOther property and equipment:Revenue equipmentShop, office and other equipment , servicevehicles and bu ilding improvements

Less accumulated depreciationTotal property, plant and equipment

Cash :On hand and in commercial accountsTime deposits

Short-term investments , at amortizedcost (approximates market)Receivables:Federal operating assistance (Note C)Local transportation fundsProperty tax proceeds , charter serviceand otherMaterials and supplies, at costPrepaid expensesTotal current assets

obligation bonds, due serially to1980 at various interest rates (1 % to 3.25%),less amounts due within one yearAccounts payableSalaries and wagesAccrued payroll taxes and amountswithheld from employeesAccrued pension costs (Note A)Accrued interest on bonded debtUnredeemed tickets and tokensSelf-insurance reserves (Note A):Public liability and property damage

Workmen 's compensationAmount due within one yearon general obligation bondsTotal current liabilities

(Notes A and F):District equityContributed capital :Federal grantsLocal transportation fundsTotal capital

.

1977

$ 5,393,6502,617 ,5322,776, 118

29,333 ,0502,832, 106

32, 165,15616,067,85616,097,30018,873,418

879,6675,7 15,6256,595 ,2925,713,4064,7 59,3604,388,7082,080 ,859572,58981,471

24, 191 ,685$43 ,065,103

$ 3,650 ,0001,061 ,6151,068,732

375,6228,413,28840,417150,477679 ,000900,000

1,050 ,00013,739,15114,628,46910,047,0061,000,47725,675,952

$43 ,065,103

1976

$ 5,621,8822,805 ,3362,816 ,546

27,749,8862,264,148

30 ,014 ,03414,468,39315,545,64118,362,187

1,142,3676,117,3627,259,7294,499,9926,868,357197,5481,147,041479,24973,753

20,525 ,669$38 ,887 ,856

$ 4,700,000891,490869,338330,1125,013 ,54451 ,250153,531529 ,000669 ,000

1,000,0009,507,265

14,805,6909,201,630673,271

24,680,591$38,887 ,856

ALAMEDA-CONTRA COSTATRANSIT DISTRICTNOTES TO COMBINEDFINANCIAL STATEMENTSJune 30, 1977A. Summary of accounting policiesBasis of presentationThe accompanying f inancial statementsinclude the combined financial position , resuof operations and changes in financial positiof Alameda-Contra Costa Transit District ,Special Transit Service Districts No. 1 and Noand other areas in which the District providetransit service.

In November , 1974, the electorate of thec ities of Fremont and Newark approvedannexation to the District and the establishmeof Special Transit Service District No . 2,effective July 1, 1975. The District hadpreviously provided transit service in SpeciaTransit Service District No. 1 which includesportions of Alameda and Contra CostaCounties . From November, 1974 through Ju1975, the District operated contract transitservice for the cities of Fremont and NewarkOperating revenues , property taxes, localtransportation funds and federal operatingassistance applicable to each specia l transitserv ice district are separately accounted for aused to provide for the cost of transit servicethat service district.

The District has also contracted to providtransit service for the Bay Area Rapid TransiDistrict and several other local cities . Theallocated cost of providing such service , lessrelated operating revenue , local transportatiofunds and federal operating assistance , arereimbursed by each entity and recorded ascontract service revenue .

Property, plant and equipmentProperty , plant and equipment, acquiredOctober 1, 1960 from Key System Transit Linand its parent, Bay Area Public ServiceCorporat ion , is being amortized on a composbas is over assigned lives which range f rom tto thirty-five years.Other property is depreciated on thestraight-line method over the estimated useflives of the assets which are as follows :

Revenue equipment(buses)Shop, office and otherequ ipmentBuilding improvementsSelf-insurance reserves

15 ye5 to 20 ye27 and 30 ye

The District is self- insured for public liabiland property damage up to $75 ,000 andworkmen 's compensation claims up to $100,0for anyone occurrence. Claims in excess ofthese amounts are insured with commercialcarriers . It is the Distr ict 's pol icy to provide , each period, reserves to cover the estimatedcharges for the self-insured portion of thesecla ims.

PensionsThe Distr ict has a pension plan cove ring union employees and provides similarretirement benefits for nonunion employees.The pension contributions (provisions in thefinancial statements) are based on percentagof gross payroll as reviewed annually by theBoard of Directors. Effective Ju ly 1, 1976, thDistrict adopted a contribution program whic


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cost of the plans andover a

of forty years in accordance with . Thesion contributions for the years ended June, 1977 and 1976 were $4 ,146 ,000 and,000 , respectively.Funding practices in effect in 1976 and prior

funding of future pensionin provisions which wereamounts as determined.

$1 ,000 ,000 less than the.

The unfunded prior service cost of the plansDecember 31 , 1976, the date of the most, was approximately,500 ,000 and the actuarially computed value,700 ,000 .For 1977 and subsequent years, the Districtof local

B) only if the Districtto implement a plan, approved by theropolitan Transportation Commission, whichforty-year.Contributed capitalThe District periodically receives federalthe Urban Mass TransportationU.S. Department of

other. Capital grant, less the related portion of, is credited toin contributed, 1977 andas follows:

,Federalgrants

Localtransportation fundsuly 1, 1975 $ 7,333,494 $

Capital grantfunds received 2,519 ,845 696,487Depreciationcharges includedin operatingexpenses,transferred fromDistrict equity (651 ,709) (23,216)June 30, 1976 9,201,630 673,271:Capital grantfunds received 1,635 ,601 386 ,522Depreciationcharges includedin operatingexpenses ,transferred fromDistrict equity (790,225) (59,316)June 30, 1977 $10 ,047,006 $1,000,477

ALAMEDA-CONTRA COSTA TRANSIT DISTRICTCOMBINED STATEMENT OF REVENUE,EXPENSE AND CAPITAL (NOTE A)Years ended June 30, 1977 and 1976Operating revenue:FaresContract service (Note A)CharterAdvertisingInterest

Other operationsOperating expense:TransportationMaintenanceDepreciation and amortization (Note A)Operating taxes and licensesAdm inistrative and generalWelfare and pensions (Note A)Insurance and safetyPublic information and advertisingOperating lossNonoperating items:Proceeds from property taxes

Local transportation funds (Note B)Federal operating assistance (Note C)Less :Provision for current year 'sredemption of bond principalInterest and fees on bonded debtNet proceeds available foroperations

Increase (decrease) in equity after provisionfor bond principal redemptionCapital:Balance at beginning of yearRestoration of provision for bondprincipal redemption deducted aboveFederal grant funds for capitalacquisitions (Note D)

Local transportation funds forcapital acquisitions (Note B)Balance at end of year

See accompanying notes.

B. Local transportation fundsPursuant to the Transportation DevelopmentAct of 1971 , the District has received anapportionment of local transportation fundsgenerated within Alameda and Contra CostaCounties to meet, in part , its operating andcapital requirements . The funds are apportionedbased on an annual claim filed by the Districtand approved by the MetropolitanTransportation Commission.C. Federal operating assistanceThe District was allocated a total of up to$4 ,759,360 of federal operating assistance forthe year ending June 30 , 1977 pursuant toSection 5 of the Urban Mass Transportation Actof 1964, as amended by the MassTransportation Assistance Act of 1974. Thisamount which has been accrued as theestimated reimbursement for eligible operatingexpenses during the year, is subject to finalaudit by the Metropolitan TransportationCommission and the Urban Mass TransportationAdministration.

Federal operating assistance funds are

1977$16 ,289 ,7111,978 ,106653 ,098304 ,138230 ,271

119 ,97319,575 ,297

31 ,305 ,9555,522,9571,647,9551,781 ,4823,172,4267,261 ,4061,991 ,324459 ,28553 ,142,79033,567,49320 ,768,616

7,143,2414,759,360

(1 ,041,666)(130,486)31,499,065(2 ,068,428)24 ,680 ,591

1,041,6661,635,601

386,522$25,675,952

1976$15,393,5681,973 ,894654,589248 ,081317 ,935

78,14718,666,214

28,216,6954,962 ,2501,721 ,9551,599 ,4602,772,3715,323 ,3931,385,893418 ,20846 ,400 ,22527,734,01119,379,9166,846,7685,891 ,019

(995,830(163,06230 ,958,811

3,224,80017,243 ,629

995 ,8302,519,845

696,487$24,680,591

apportioned to the local urbanized area anddistributed to individual transit operators by Metropolitan Transportation Commission aftapproval by the Urban Mass TransportationAdministration .D. Federal capital grantsThe District has four grant contracts inprocess with the Urban Mass TransportationAdministration which provide federal funds the acquisition of buses and other equipmeand improvements through 1977. Budgetedcapital additions applicable to the grant projeare $32 ,378 ,117. The related federalparticipation is $24,179,518 of which$11,383,414 had been earned at June 30 , 19At June 30 , 1977, in connection with theseprojects, the District has committed to purchequipment at a cost of approximately$15,000,000 .

At June 30, 1977, buses and otherequipment with a cost of $18,253,000 had bpurchased under federal grant contracts . Unthe terms of the grants , proceeds fromContinued Page 14


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sold during its useful life inrtion to the related federal capital grant, are refundable to the federal government

LitigationThe District is the defendant in an actionindividual plaintiffs on behalf ofthe

agreement in effect prior to, 1974. The matter was decided inof the District in the trial court. However,

court 's decision was reversed by thecourt in 1976 and the matter has beenthe trial court for the determinationdamages. This litigation is without legaland , therefore , it is difficult tothe probable financial impact on thethe amounts of damages, if, are not expected to have a material effect's financial condition.The District is involved in various other

the ordinaryof business. None of these is expectedoperat ions or.

Special transit service districts andcontract service areasRevenue, expense and capital for SpecialNo.1 and No.2 andareas for the year ended June1977 are summarized below. The operatinglicable to the BAR.T.D . Contract,088) is equivalent to theiation charge on buses used in providingservice. B.A.R.T.D. is not charged for suchsince the buses were acquired withgrant funds and local .A.R.T.D .

(Note F Continued)

ALAMEDA-CONTRA COSTA TRANSIT DISTRICTCOMBINED STATEMENT OF CHANGESIN FINANCIAL POSITION (NOTE A)Years ended June 30, 1977 and 1976Sources of working capital:Proceeds from property taxesLocal transportation fundsFederal operating assistanceFederal capital grant fundsLocal transportation funds forcapital acqu is itionsApplications of working capital:Operating lossLess :DepreCiation and amort izat ionDisposition of equipment

Interest on bonded debtCurrent installments due on bonded debtAcquisition of property , plant and equipmentIncrease (decrease) in working capitalSummary of changes in working capital:CashShort-term investmentsReceivables :

Federal operating assistanceLocal transportation fundsOther

Other current assetsAccounts payable and accrued liabilitiesAccrued pension costsSelf-insurance reservesAmount due within one year on long-term debt

Increase (decrease) in working capitalSee accompanying notes.

1977

$20,768,6167,143 ,2414,759 ,3601,635 ,601386,522

34,693,34033 ,567 ,493

1,647,95528 ,39031 ,891 ,148130,4861,050,0002,187,57635 ,259 ,210

$ (565 ,870)$ (664 ,437)1,213,415

(2,108,997)4,191 ,160933 ,818101 ,057(401 ,142)(3,399 ,744)(381 ,000)(50 ,000)$ (565 ,870)

ALAMEDA-CONTRA COSTA TRANSIT DISTRICTNOTES TO COMBINED FINANCIAL STATEMENTSJune 30, 1977SpeCial transitservice districts Contract service areas

B.A.R.T.D. City 01 City pi Town ofCombined District No . 1 District No . 2 Express Concord Pleasant Hill MoragaOperating revenue :

Fare s, charter and other $1 7,597,191 $16,77l ,917 $ 302,136 $ 384,940 $ 99,066 $ 19,3 73 $ 18, ll5Contract service 1,978,106 57 ,392 1,740,367 105,479 25,705 49,16319 ,575,297 16 ,829,309 302,136 2,125,307 204,545 45 ,078 67,278Operating expense (allocated), includingstart-up costs and depreciation 53,142,790 46 ,625,017 2,695 ,344 2,310,395 865,847 281 ,681 272 ,470

Operating loss 33,567,493 29,795,708 2,393,208 185,088 661,302 236 ,603 205,192Nonoperating items:Proceeds from property taxes 20,768 ,616 18,816,168 1,952,448Local transportation fund s 7,143,241 5,540,149 708,282 472,607 175,722 156,089Federal operating assistance 4,759 ,360 4,090,372 370,309 188,695 60,881 49,103Provisions for principal redemption ,interest and fees on bonded debt (1 ,172,152) (1 ,172,152)

31,499,065 27,274 ,537 3,031,039 661,302 236 ,603 205,192Increase (decrease) in equity afterprovision for bond principalredemption (2,068,428) (2 ,521,171) 637,831 (185 ,088)Capital:Balance at beginning of year 24,680,591 20,259,504 1,644,172 2,733,527 18,721 12,132 12 ,535Restoration of provision for bon dprincipal redemption deducted above 1,041,666 1,041,666Federal grant funds for capitalacquisitions 1,635,601 260,369 971,700 108,444 94,196 200,892Local transportation funds forcapital acquisitions 386,522 242 ,925 58,483 23,549 50 ,223

Balance at end of year $25,675,952 $19,040,368 $3,496,628 $2,656,883 $77,204 $129,877 $263,650

1976

$19,379,9166,846,7685,891 ,0192,519,845696 ,487

35 ,334 ,03527,734 ,011

1,721 ,95526 ,012 ,056

163,0621,000,0003,305,86730,480 ,985

$ 4 ,853 ,050$ 1,478,918(296,169)

5,891 ,019111 ,580(159 ,449)73 ,223(330,919)(1,901 ,153)11 ,000(25 ,000)

$ 4,853,050

Eastern ContraCosta County

$ 1,6441,644

92,03690,392

90,392

90,392

11 ,342$11 ,342


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ARTHUR YOUNG & COMPANY

Th e Board of Direc torsAlameda-Contra Costa Tra ns i t D i s t r i c t

1330 B ROA DWA YOA K L AND , CA LI FORN IA 94612

We have examined the accompanying combined balance shee tso f Alameda-Contra Costa Tra ns i t D i s t r i c t a t June 30, 1977 an d 1976an d the r e la ted combined s ta tements of revenue, expense an d c a p i t a lan d changes in f ina nc ia l posi t ion fo r the years then ended. Ou rexaminat ions were made in accordance with genera l ly accepted audi t ings tandards , an d accordingly inc luded such t e s t s of the account ingrecords an d such o the r audi t ing procedures as we cons idered necessaryin the ci rcumstances .

As explained in Note A, the provis ion fo r pension costsfo r the year ended June 30, 1976 i s $1,000,000 l e s s than the minimumamount requi red under genera l ly accepted account ing pr inc ip les .

In our opinion , except fo r the e f f e c t on the 1976 f ina nc ia lstatements of the mat ter descr ibed in the preceding paragraph, thes ta tements mentioned above present fa i r ly the combined f ina nc ia lposi t ion of Alameda-Contra Costa Tra ns i t D i s t r i c t a t June 30, 1977an d 1976 and the combined r e su l t s of opera t ions an d changes inf inanc ia l p o s i t ~ o n fo r the years then en ded, in conformity withgenera l ly accepted accounting pr inc ip les appl ied on a c ons i s t e n tbas i s during the per iod .

September 20, 1977


16/16

fC, Transit508 16th StreetOakland, California 94612

ac transit annual report 1976-1977

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