management work plan fy 2011 - 2012 presented to the ycta board of directors march 17, 2011
TRANSCRIPT
Management Work Plan FY 2011 - 2012
Presented to the YCTA Board of DirectorsMarch 17, 2011
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Work Plan Table of Contents
Highlights from 3/5/11 Retreat Page 3
Management Objectives Page 4 - 8
Budget Page 9 – 12
Analysis & Statistical Charts Page 13 - 18
Organizational Chart Page 19
Diversity Statement Page 20
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Focus fine-tuning…
Address changes to funding programs CBA that supports strategic direction Solutions to Gettysburg traffic issues
downtown Performance Improvement Funding Partners
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Management Objectives
The objectives are categorized by goals identified in the 2010 – 2012 Strategic Plan. The actions noted in the work plan are not an all inclusive list of actions from the Strategic Plan, but rather a range of short-term actions. These actions were identified as priorities and will continue to advance the goals outlined
in the Strategic Plan.
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Goal 1 Enhance the customers’ mobility experience by
emphasizing and delivering friendly, consistent and reliable services.
1. Complete and begin implementation of outcomes from the Transit Development Plan
2. Targeted Corridor marketing based on ridership data and route analysis (based on TDP outcomes)
3. Market Express services – Launch of RT 15N & maintenance of RT 83N & 83S
4. Community Education Plan – Phase 21. Paratransit: Focus on HS Providers
2. Fixed Route: Employer Welcome Kit
3. Freedom Transit Service
5. Performance Improvement1. Departmental Procedures
2. Training to Proficiency
3. Baseline Measurements
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Goal 2 Build a culture of excellence through a committed
workforce that shares a vision of mutual trust and respect.
1. Internal messaging/actions to provide greater line of sight.
2. Partner with the workforce to develop a CBA which supports the organization’s overall strategies.
3. Purchase and implement an electronic human resource software and payroll data collection program.
4. Continue to strengthen our Human Resource functions, including; finalize draft handbook, grievance management system, continue staff development plan.
5. Fully implement on-road supervision, on-board evaluations with a coaching/training component.
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Goal 3 Utilize technology to improve operations,
enhance mobility and improve customer services.
1. Use ITS to improve Paratransit Operations: Shorten ride times,
increase passengers per hour, reduce paid driver hours, and improve on-time performance.
2. Service Standards Management ProgramRoute performance criteria, Bus stop utilization, On-time performance, transfer/route usage to determine connectivity needs.
3. Implement State Paratransit Software Web-based reservations, automated EVS & expanded IVR capabilities.
4. Finalize Call Center Action PlanManagement software,
Traffic containment & reduction, CS enhancement strategies.
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Goal 4 Leverage regional transit service & leadership to
secure resources needed to advance mission & vision.
1. Act 44 Funding Replacement.
2. Sponsor Municipal Training to link land use and transit.
3. Federal Transportation Authorization Legislation.
4. Address 200K UZA requirements and challenges.
5. Prepare for the ACT 44 Performance Assessment.
6. Business Development: ID partnerships for sustainability.
7. Actively implement outcomes identified in HST Proposal.
8. Participate in SRTP regional commuter study.
9. Continue active participation in APTA and PPTA.
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Budget Analysis
Expense Increase Analysis• Budget Expenses increase: 2012 6%, 2011 3.8%, 2010 8.2%, 2009 15.3%, 2008 9% • New Positions: Assistant Controller Unfilled: Operations Supervisor, Maintenance
Clerk, Customer Advocate/Mobility Trainer• Fixed Route Collective Bargaining Year: Conservative approach• Technology: On-board WiFi and other automation support • Maintenance: Increased cost due to aging fleet (parts and beautification)• Utilities: Electric rate cap• Staff Development: Support strategic plan and performance appraisal process • Unknowns: Fuel, HST outcomes (fare increase)• Purchased Transportation: Increased expenses ~ greatest % is funded through MATP
Revenue Analysis Budget assumes paratransit fare restructure with fare increase Minimal increase in ridership ~ 3% (FR & PT) Reduction in HSDF funding Funding Summary for FY2012:o Using all available Federal 5307 funds Using $500,000 of ACT 44 to balance paratransit budget $390,000 of ACT 44 reserves need to balance budget
60% of Increase isFuel
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Joined SAFTI
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Org
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Open Positions: 1- Assistant Controller 1- Data Entry Clerk 1- Operations Supervisor 3.5 Customer Care Reps 1- Mechanic .5 HR Specialist 1 Trainer
Executive Director
Controller
Assistant Controller
Accounting
Supervisor
Accounting Clerks
Data Entry Clerk
Director of Human
Resources
HR Specialist
System
Safety Supervisor
Trainer
Business Development
Mgr
Paratransit Services Manager
Lead Scheduler
Schedulers
Lead Mobility Planning
Mobility Planning Associates
Lead Customer Service
Customer Care Reps
Planning & Procurement
Mgr
Operation Manager
Operations Supervisor
Lead Dispatcher
Dispatchers
FR & Para Operators
Maintenanc
e Manager
Maintenance
Supervisor
Adams Co. Mechanic
Class A Mechanic
Class B, Class C & Porters
Executive Assistant
Building &
Grounds
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The diversity of the people of York County has been the source of innovative ideas and creative accomplishments throughout the County’s history and will provide inspiration into the future. Diversity refers to the variety of personal experiences, values, and worldviews that arise from differences of culture and circumstance. Our concept of diversity through inclusion embraces such differences as race, ethnicity, gender, age, religion, language, abilities/disabilities, sexual orientation, socioeconomic status, geographic region, and more.
In order for the York County Transportation Authority to achieve its mission, it must seek to serve the diversity among its passengers, stakeholders and employees.
Diversity Statement
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Transit Agency StatusFY 2011-12
Current Financial Position
Current Operations
Service Statistics/Trends
Funding Statistics/Trends
Other Information/Assumptions
Capital Status Review
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Cur
rent
Fin
anci
al P
ositi
on
Reserves
Source Balance
PTAF $422,107
ASG $0
BSG $44,368
Section 1513 $3,899,106
Local ~
Other $23,615 Proceeds/Sales$66,267 Zarfoss Rd Rent
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Line of Credit
Level of Short-Term Debt/Loans—Identify each line of credit
(excludes long-term bond financing)
Name of Financial Institution
Amount of Available
Credit
Interest Rate
Current Credit in Use
Metro Bank - Line of Credit $500,000 3.5% $0
Cur
rent
Fin
anci
al P
ositi
on
Accounts Payable – Past due 90 days and over
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Cur
rent
Fin
anci
al P
ositi
on
Vendor Amount Past Due Estimated Pay Date
Lebanon Co.
ATA
$16,882 (Rec’d 9/16/11)
$51,768 (Rec’d 10/6/11)
30 days after DotGrant Capital available for invoicing
Accounts Receivable – Past due 90 days and over
Program/Agency Amount Past Due
Date Requisitioned
Estimated Pay Date
MATP $126,933 Nco/No Contract ?
MH/MR $99,753
$35,300
Nco/Wait for Promise York/Wait for Auth.
11/30/2011
PA DOT $69,951 To Be Invoiced 30 days after DotGrant Capital
available for invoicing
Lifeskills $3,852.62 1/2011;5/2011; 6/2011; 8/2011 12/10/2011
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Org
aniz
atio
nal
Ch
art
Open Positions: 1- Assistant Controller 1- Data Entry Clerk 1- Operations Supervisor 3.5 Customer Care Reps 1- Mechanic .5 HR Specialist 1 Trainer
Executive Director
Controller
Assistant Controller
Accounting
Supervisor
Accounting Clerks
Data Entry Clerk
Director of Human
Resources
HR Specialist
System
Safety Supervisor
Trainer
Business Development
Mgr
Paratransit Services Manager
Lead Scheduler
Schedulers
Lead Mobility Planning
Mobility Planning Associates
Lead Customer Service
Customer Care Reps
Planning & Procurement
Mgr
Operation Manager
Operations Supervisor
Lead Dispatcher
Dispatchers
FR & Para Operators
Maintenanc
e Manager
Maintenance
Supervisor
Adams Co. Mechanic
Class A Mechanic
Class B, Class C & Porters
Executive Assistant
Building &
Grounds
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York & AdamsFixed Route union contract: Expires 12/30/11
York FR Drivers Current 2012-13
Starting wage $15.80 (80%/90 days) TBD
Top wage $19.00 (+ bonuses)
Average wage $19.37
Contract wage increase
Average 3%
Job Classification Number- Full Time Number-Part Time
Drivers 69 54
Mechanics 11
Dispatchers 6
Clerical 13 2
Administration 10 1
Building/grounds 1 1
Porters 5 Co
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Impo
rtan
t Con
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Use of part-time employees- all paratransit is considered PT. Currently no FR – have placed the issue on the table
Number/percent of “split shift” drivers-
33% for FR. Up to 90 min unpaid breaks unless some splits for PT.
Overtime – After 8. Currently seeking after 40. YTD - 6% (high as 12.6% for FY2011). FMLA, older/longevity workforce
Outsourcing – Express and PT
Other- greater share of healthcare
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Hea
lthca
re P
lanUnion Non-Union
Basic Coverage
Current Coverage Teamsters H&W (incl. dental, vision, life pkg)
Health Assurance $1,000 deduct w/ $750 HRA
Current Rate Single - $580.55/moFamily - $1,715,.25/mo
Single - $505.18/moFamily - $1,515.54/moPlus HRA Amts.
2012 Under Neg. Currently Quoting
2012 If same – Single - $617.35Family - $1,829.25
Estimate –Single -$555Family -$1,670
Employee Contributions
Current Single-$76.92/mo (13.2%)Family - $148.85/mo (8.7%)
Single - $0/moFamily - $148.65/mo (10%)
2012 Under Neg.
Co-Payment at Physician’s Office
Current $15 PCP/$25 Specialist $15 PCP/$30 Specialist
2012 $20 PCP/$30 Specialist $15 PCP/$30 Specialist
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Pen
sion
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ontr
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SE
PUnion Non-Union
Employee Contributions
Current 6% 6%
FY 2012-13 6% – Current Neg.
6%
Minimum Age to Qualify for Retirement
Current N/A N/A
FY 2012-13 N/A N/A
Minimum Number of Years to Qualify for Retirement
Current N/A N/A
FY 2012-13N/A N/A
Minimum Number of Years to be Vested
Current N/A N/A
FY 2012-13 N/A N/A
o Pension is designed as a SEP (Simplified Employee Pension)Contributions are made monthly in the employees’ name at a defined contribution level – currently 6% of gross earnings
o Financial impact is based on actual gross earning of eligible employeeso 2008 – Negotiated out of the Define Benefit – estimated potential liability
reduction: $2M
Fuel
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Current Cost per Gallon Contract rate or market rate?
Contract rate - $3.058 Market rate - $3.6129
Terms of contract (if applicable) Contract rate is through 6/30/2012 Market rate is agreement through Fuelman; pricing is based on OPIS; Effective
rate is $0.04-$0.06/per gallon less than pump pricing less taxes
Projected Cost per Gallon and Basis for Projection Contract rate or market rate?
Contract rate - $3.30 Market rate - $3.90
Terms of contract (if applicable) RFP issued in June of each year with a contract period of the authority’s fiscal
year
Cur
rent
Ope
ratio
ns
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Fix
ed R
oute
Far
es
Provide average fare: Current Amount Future Amount
Describe fare policy: Keep pace with inflation; comparable to peers, when increased, done in a multi-year process.
Fare Type IncreaseDate
Current Amount
Planned Increase
Amount After
Increase
Base Fare 2008 $1.40 Part of TDP $1.50 ?
2% annual, next one due on 2012
2006200720061997
$1.35$1.30$1.25$1.00
Zone Fares $1.65 TBD
Other multi-ride tickets/passes (Add as appropriate)
31-Day - $39.0011 Ride – $13.00 Day Pass – $4.25
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Shared Ride Fares: Date of Last Fare Increase -
Current Average fare $13.72 AAA 3rd party sponsorship – complex issue for Customer Reps.
Planned Changes Early 2012 Average fare ~ $ 20.00+ Simplify sponsorship arrangements.
Describe Fare Policy- Shared Ride fares must cover the cost of the service, increase as needed. It is preferred to increase in conjunction with Fixed Route Fare increases.
Sha
red
Rid
e F
ares
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Cos
t Sav
ings
Initi
ativ
es
Initiative Planned Action and Implementation Date
Projected Savings
Joint Procurements Fuel, vehicles – every opportunity
Coordination: Call center, maintenance, dispatch/scheduling
makes York look bad, N.Co & ACTA look good
$5k per month
Parts Procurement Spring 2012 Up to 30%
Healthcare Competitive process, adjusting deductibles and creating HRA - ongoing
10s of thousands
SAFTI
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FY 2010-11 FY 2011-12 FY 2012-13 FY 2013-14 FY 2014-15
Total Operating Expenses
$8,445,089 $9,410,261 $10,118,341 $9,885,377 $8,394,025
Total Operating Revenue
$1,658,248 $1,652,400 $1,730,170 $1,679,600 $1,569,610
Total Operating Deficit
$6,786,841 $7,757,861 $8,388,171 $8,205,777 $6,824,415
Subsidies:
Federal $3,173,726 $3,186,642 $2,804,028 $2,051,200 $1,706,120
State $3,300,559 $4,243,035 $5,239,550 $5,792,755 $4,738,381
Local $312,556 $328,184 $344,593 $361,822 $379,914
Total Funding $6,786,841 $7,757,861 $8,388,171 $8,205,777 $6,824,415
Fix
ed R
oute
Fun
ding
“Labor” – 71.8%
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Fixed Route FY 2010-11 FY 2011-12 FY 2012-13 FY 2013-14 FY 2014-15
Rev. Veh. Miles 1,498,907 1,514,735 1,514,735 1,363,262 1,022,446
Rev. Veh. Hours 113,254 115,400 115,400 103,860 77,895
Passenger Trips 1,508,927 1,623,810 1,591,334 1,543,594 1,358,362
ACT 44 PERF. MEASURES
Pass. Trips/Hour
13.32 14.07 13.79 14.86 17.44
Op. Cost/Hour $74.57 $81.54 $87.68 $95.18 $107.76
Op. Rev./Hour $14.64 $14.32 $14.99 $16.17 $20.15
Op. Cost/Trip $5.63 $5.80 $6.36 $6.40 $6.18
Fix
ed R
oute
Ser
vice
Sta
tistic
s/T
rend
s
Shared Ride Funding
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FY 2010-11 FY 2011-12 FY 2012-13 FY 2013-14 FY 2014-15
Operating Expense
$1,751,179 $1,815,700 $4,036,347 $4,184,937 $4,407,201
Passenger Revenue
$152,572 $163,500 $283,825 $289,502 $299,634
Lottery /Other/AAA
$1,057,252 $1,152,200 $1,912,170 $1,950,413 $2,018,678
MATP $0 $0 $1,858,642 $1,988,747 $2,058,353
Balance -$541,355 -500,000 +18,290 +43,724 -30,536
Shared Ride Statistics/Trends
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Shared-Ride FY 2010-11 FY 2011-12 FY 2012-13 FY 2013-14 FY 2014-15
Total Veh. Miles
602,663 537,600 1,216,280 1,179,792 1,085,408
Cost per Mile $2.90 $3.38 $3.32 $3.55 $4.06
Total Veh. Hours
36,910 34,600 77,180 74,865 68,875
Cost per Hour $47.44 $52.48 $52.30 $55.90 $63.99
Total Pass. Trips
88,181 91,500 162,150 154,043 138,638
Cost per Trip $19.86 $19.84 $24.89 $27.17 $31.79
Rev. per Trip $13.72 $14.38 $25.00 $27.45 $31.57
Trips per Hour
2.29 2.64 2.10 2.06 2.01
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