Max Mautner
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: Classify kind by board-adopted wording; oversight roster, seats, and votes; Caltrain Resolution 2026-28 text

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Added (2)
  • ioc-member-anthony-serna
  • ioc-meeting-2026-10-21

Removed

  • ioc-member-james-hacker
Edited (48)

ac-transit-p1-fare-compliance-study

FieldBeforeAfter
action_type_sourcenullreport
adopted_wordingnullImprove fare compliance and enforcement

ac-transit-p1-retail-amenity-study

FieldBeforeAfter
action_type_sourcenullreport

ac-transit-p1-zeb-deferral

FieldBeforeAfter
action_type_sourcenullreport
adopted_wordingnullEvaluate zero-emission bus (ZEB) transition program for cost efficiency

ac-transit-p1-attendance-incentives

FieldBeforeAfter
action_type_sourcenullreport
adopted_wordingnullOffer incentives to improve attendance

ac-transit-p1-bus-speed-vision

FieldBeforeAfter
action_type_sourcenullreport
adopted_wordingnullImprove speed and reliability of service

ac-transit-p1-all-door-boarding-study

FieldBeforeAfter
action_type_sourcenullreport
adopted_wordingnullImprove speed and reliability of service

ac-transit-p1-bus-stop-optimization

FieldBeforeAfter
action_type_sourcenullreport
adopted_wordingnullImprove speed and reliability of service

ac-transit-p1-scheduling-efficiencies

FieldBeforeAfter
action_typeactionstudy
action_type_basisadjust how operator shifts are structuredadopting the schedule efficiencies study that benefits riders
action_type_sourcenulladopted
adopted_wordingnull[Board motion, Master Minute Order 26-209:] with the addition of adopting the schedule efficiencies study that benefits riders.

ac-transit-p1-easypass-expansion

FieldBeforeAfter
action_typestudyaction
action_type_basisidentify the internal resources and supporting policies neededfocus efforts on expanding the District's EasyPass program
action_type_sourcenulladopted
adopted_wordingnullExpand EasyPass and/or Clipper BayPass with more institutions and employers (adopted in part): District staff will focus efforts on expanding the District's EasyPass program which will require additional staff to grow the program. The BayPass program is led by MTC and the District does not receive additional resources to help promote or expand this program.

bart-p1-fare-gate-optimization

FieldBeforeAfter
action_type_basisOptimize the performance of the new fare gatesoptimize fare gate performance
action_type_sourcenulladopted
adopted_wordingnullImprove fare compliance and enforcement: optimize fare gate performance to further reduce fare evasion and continue the station hardening program.

bart-p1-parking-revenue

FieldBeforeAfter
action_type_basisIncrease parking revenuepursue measures such as expanded days or hours of paid parking
action_type_sourcenulladopted
adopted_wordingnullEnhance parking revenue: pursue measures such as expanded days or hours of paid parking, rate adjustments, increased enforcement, and leasing or permitted parking at under-utilized facilities.

bart-p1-fiber-leasing

FieldBeforeAfter
action_type_basisEarn more revenue from fiber-optic and other communications assetsfurther monetize fiber and other communications assets
action_type_sourcenulladopted
adopted_wordingnullLease fiber and communications assets: further monetize fiber and other communications assets, primarily through additional leasing opportunities.

bart-p1-retail-amenity-study

FieldBeforeAfter
action_type_basisStudy the benefits, challenges, and opportunitiesconduct a study to assess the benefits, challenges, and opportunities
action_type_sourcenulladopted
adopted_wordingnullExpand retail and/or amenity partnerships: conduct a study to assess the benefits, challenges, and opportunities of expanding retail and/or amenity partnerships at stations.

bart-p1-speed-reliability

FieldBeforeAfter
action_type_basisIdentify more ways to improve travel time and reliabilityidentify additional opportunities to improve transit travel time and reliability
action_type_sourcenulladopted
adopted_wordingnullImprove speed and reliability of service: identify additional opportunities to improve transit travel time and reliability through changes to scheduling, operations, and/or investment in new systems or capital projects.

bart-p1-shorter-trains

FieldBeforeAfter
action_type_basisRun shorter trains during lower-demand periodsrun shorter trains during lower-demand periods
action_type_sourcenulladopted
adopted_wordingnullRight-size fleet to serve demand: run shorter trains during lower-demand periods to better match the cost of delivering service to the fare revenues generated at different times of the day and days of the week.

bart-p1-sfo-lease-terms

FieldBeforeAfter
action_type_basisExplore renegotiating the SFO lease paymentexploring terms of the San Francisco International Airport (SFO) Lease Agreement for possible renegotiation
action_type_sourcenulladopted
adopted_wordingnullExamine contracts for opportunities to reduce costs: pursue one or all of the following: exploring terms of the San Francisco International Airport (SFO) Lease Agreement for possible renegotiation in order to more accurately reflect the benefits, costs, incentives, and risks to both parties with respect to BART service to/from the airport;

bart-p1-insurance-paratransit-contracts

FieldBeforeAfter
action_type_basisIdentify opportunities to renegotiate contractsidentification of opportunities for renegotiation of various contracts
action_type_sourcenulladopted
adopted_wordingnullExamine contracts for opportunities to reduce costs: pursue one or all of the following: [...] identification of opportunities for renegotiation of various contracts such as insurance and paratransit contracts to improve contracting flexibility and achieve one-off and/or long-term cost savings.

bart-p1-baypass-expansion

FieldBeforeAfter
action_type_basisidentify the internal resources and supporting policies neededidentify internal resource requirements and supportive policies
action_type_sourcenulladopted
adopted_wordingnullExpand Clipper BayPass to more institutions and employers: in consultation with MTC, identify internal resource requirements and supportive policies required or desired to expand Clipper BayPass to more institutions and employers.

caltrain-p1-parking-revenue

FieldBeforeAfter
action_typeactionstudy
action_type_basisIncrease parking revenueEvaluate opportunities to increase parking revenue
action_type_sourcenulladopted
adopted_wordingnullEnhance parking revenue. Evaluate opportunities to increase parking revenue through measures like rate adjustments, expanded enforcement, and leasing or permitting parking at under-utilized facilities.
notesThe text of Resolution No. 2026-28 has not been located; the strategy wording is taken from the staff presentation, which differs slightly from the report.null
sources[{"title": "Bay Area Financial Efficiency Review, Final Report (Phase 1), posted May 27, 2026", "url": "https://mtc.ca.gov/sites/default/files/documents/2026-05/Final%20Phase%20One%20Financial%20Efficiency%20Review%20Report_20260527.pdf", "page": 60, "type": "report"}, {"title": "Caltrain (Peninsula Corridor JPB) Board of Directors, Minutes of June 4, 2026, item 12", "url": "https://www.caltrain.com/media/37536/download", "page": 5, "type": "board_item"}, {"title": "Caltrain staff presentation, Adopt SB63 Phase 1 Financial Efficiency Review Early Action Strategies (June 4, 2026)", "url": "https://www.caltrain.com/media/37136/download", "page": 6, "type": "board_item"}, {"title": "Caltrain Adopts FY27 Operating Budget and All Independent Efficiency Report Recommendations (June 4, 2026)", "url": "https://www.caltrain.com/news/caltrain-adopts-fy27-operating-budget-and-all-independent-efficiency-report-recommendations", "page": null, "type": "news_release"}, {"title": "MTC Resolution No. 4743, Revised Aug. 26, 2026, Attachment A (Productivity Improvement Program)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6681/9a_26_0946_2_MTC_Resolution_4743.pdf", "page": 11, "type": "board_item"}][{"title": "Caltrain Board agenda packet, June 4, 2026, item 12: staff report and draft resolution (revised June 3, 2026)", "url": "https://www.caltrain.com/media/37123/download", "page": 101, "type": "board_item"}, {"title": "Bay Area Financial Efficiency Review, Final Report (Phase 1), posted May 27, 2026", "url": "https://mtc.ca.gov/sites/default/files/documents/2026-05/Final%20Phase%20One%20Financial%20Efficiency%20Review%20Report_20260527.pdf", "page": 60, "type": "report"}, {"title": "Caltrain (Peninsula Corridor JPB) Board of Directors, Minutes of June 4, 2026, item 12", "url": "https://www.caltrain.com/media/37536/download", "page": 5, "type": "board_item"}, {"title": "Caltrain staff presentation, Adopt SB63 Phase 1 Financial Efficiency Review Early Action Strategies (June 4, 2026)", "url": "https://www.caltrain.com/media/37136/download", "page": 6, "type": "board_item"}, {"title": "Caltrain Adopts FY27 Operating Budget and All Independent Efficiency Report Recommendations (June 4, 2026)", "url": "https://www.caltrain.com/news/caltrain-adopts-fy27-operating-budget-and-all-independent-efficiency-report-recommendations", "page": null, "type": "news_release"}, {"title": "MTC Resolution No. 4743, Revised Aug. 26, 2026, Attachment A (Productivity Improvement Program)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6681/9a_26_0946_2_MTC_Resolution_4743.pdf", "page": 11, "type": "board_item"}]

caltrain-p1-fiber-leasing

FieldBeforeAfter
action_type_basisEarn more revenue from fiber-optic and other communications assetsAdvance monetization of Caltrain's fiber optic and communications assets
action_type_sourcenulladopted
adopted_wordingnullLease fiber and communications assets. Advance monetization of Caltrain's fiber optic and communications assets, including developing a leasing strategy and recommending procurement approach to the Board.
notesThe text of Resolution No. 2026-28 has not been located; the strategy wording is taken from the staff presentation, which differs slightly from the report.null
sources[{"title": "Bay Area Financial Efficiency Review, Final Report (Phase 1), posted May 27, 2026", "url": "https://mtc.ca.gov/sites/default/files/documents/2026-05/Final%20Phase%20One%20Financial%20Efficiency%20Review%20Report_20260527.pdf", "page": 60, "type": "report"}, {"title": "Caltrain (Peninsula Corridor JPB) Board of Directors, Minutes of June 4, 2026, item 12", "url": "https://www.caltrain.com/media/37536/download", "page": 5, "type": "board_item"}, {"title": "Caltrain staff presentation, Adopt SB63 Phase 1 Financial Efficiency Review Early Action Strategies (June 4, 2026)", "url": "https://www.caltrain.com/media/37136/download", "page": 6, "type": "board_item"}, {"title": "Caltrain Adopts FY27 Operating Budget and All Independent Efficiency Report Recommendations (June 4, 2026)", "url": "https://www.caltrain.com/news/caltrain-adopts-fy27-operating-budget-and-all-independent-efficiency-report-recommendations", "page": null, "type": "news_release"}, {"title": "MTC Resolution No. 4743, Revised Aug. 26, 2026, Attachment A (Productivity Improvement Program)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6681/9a_26_0946_2_MTC_Resolution_4743.pdf", "page": 11, "type": "board_item"}][{"title": "Caltrain Board agenda packet, June 4, 2026, item 12: staff report and draft resolution (revised June 3, 2026)", "url": "https://www.caltrain.com/media/37123/download", "page": 101, "type": "board_item"}, {"title": "Bay Area Financial Efficiency Review, Final Report (Phase 1), posted May 27, 2026", "url": "https://mtc.ca.gov/sites/default/files/documents/2026-05/Final%20Phase%20One%20Financial%20Efficiency%20Review%20Report_20260527.pdf", "page": 60, "type": "report"}, {"title": "Caltrain (Peninsula Corridor JPB) Board of Directors, Minutes of June 4, 2026, item 12", "url": "https://www.caltrain.com/media/37536/download", "page": 5, "type": "board_item"}, {"title": "Caltrain staff presentation, Adopt SB63 Phase 1 Financial Efficiency Review Early Action Strategies (June 4, 2026)", "url": "https://www.caltrain.com/media/37136/download", "page": 6, "type": "board_item"}, {"title": "Caltrain Adopts FY27 Operating Budget and All Independent Efficiency Report Recommendations (June 4, 2026)", "url": "https://www.caltrain.com/news/caltrain-adopts-fy27-operating-budget-and-all-independent-efficiency-report-recommendations", "page": null, "type": "news_release"}, {"title": "MTC Resolution No. 4743, Revised Aug. 26, 2026, Attachment A (Productivity Improvement Program)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6681/9a_26_0946_2_MTC_Resolution_4743.pdf", "page": 11, "type": "board_item"}]

caltrain-p1-retail-amenity-study

FieldBeforeAfter
action_type_basisStudy the benefits, challenges, and opportunitiesConduct a study to assess benefits, challenges, and opportunities
action_type_sourcenulladopted
adopted_wordingnullIdentify opportunities for retail and/or amenities at Caltrain stations. Conduct a study to assess benefits, challenges, and opportunities to expanding retail and/or amenity partnerships, including estimated cost and revenue impacts and recommended priority.
notesThe Oversight Committee added this strategy by motion on May 22, 2026 (report p. 60, footnote 20). The text of Resolution No. 2026-28 has not been located; the strategy wording is taken from the staff presentation, which differs slightly from the report.The Oversight Committee added this strategy by motion on May 22, 2026 (report p. 60, footnote 20).
sources[{"title": "Bay Area Financial Efficiency Review, Final Report (Phase 1), posted May 27, 2026", "url": "https://mtc.ca.gov/sites/default/files/documents/2026-05/Final%20Phase%20One%20Financial%20Efficiency%20Review%20Report_20260527.pdf", "page": 60, "type": "report"}, {"title": "Caltrain (Peninsula Corridor JPB) Board of Directors, Minutes of June 4, 2026, item 12", "url": "https://www.caltrain.com/media/37536/download", "page": 5, "type": "board_item"}, {"title": "Caltrain staff presentation, Adopt SB63 Phase 1 Financial Efficiency Review Early Action Strategies (June 4, 2026)", "url": "https://www.caltrain.com/media/37136/download", "page": 7, "type": "board_item"}, {"title": "Caltrain Adopts FY27 Operating Budget and All Independent Efficiency Report Recommendations (June 4, 2026)", "url": "https://www.caltrain.com/news/caltrain-adopts-fy27-operating-budget-and-all-independent-efficiency-report-recommendations", "page": null, "type": "news_release"}, {"title": "MTC Resolution No. 4743, Revised Aug. 26, 2026, Attachment A (Productivity Improvement Program)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6681/9a_26_0946_2_MTC_Resolution_4743.pdf", "page": "11-12", "type": "board_item"}][{"title": "Caltrain Board agenda packet, June 4, 2026, item 12: staff report and draft resolution (revised June 3, 2026)", "url": "https://www.caltrain.com/media/37123/download", "page": 102, "type": "board_item"}, {"title": "Bay Area Financial Efficiency Review, Final Report (Phase 1), posted May 27, 2026", "url": "https://mtc.ca.gov/sites/default/files/documents/2026-05/Final%20Phase%20One%20Financial%20Efficiency%20Review%20Report_20260527.pdf", "page": 60, "type": "report"}, {"title": "Caltrain (Peninsula Corridor JPB) Board of Directors, Minutes of June 4, 2026, item 12", "url": "https://www.caltrain.com/media/37536/download", "page": 5, "type": "board_item"}, {"title": "Caltrain staff presentation, Adopt SB63 Phase 1 Financial Efficiency Review Early Action Strategies (June 4, 2026)", "url": "https://www.caltrain.com/media/37136/download", "page": 7, "type": "board_item"}, {"title": "Caltrain Adopts FY27 Operating Budget and All Independent Efficiency Report Recommendations (June 4, 2026)", "url": "https://www.caltrain.com/news/caltrain-adopts-fy27-operating-budget-and-all-independent-efficiency-report-recommendations", "page": null, "type": "news_release"}, {"title": "MTC Resolution No. 4743, Revised Aug. 26, 2026, Attachment A (Productivity Improvement Program)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6681/9a_26_0946_2_MTC_Resolution_4743.pdf", "page": "11-12", "type": "board_item"}]

caltrain-p1-operator-contract-study

FieldBeforeAfter
action_typestudyaction
action_type_basisStudy where administration of the train operations contractIncorporate cost efficiencies and improvements to the Operations and Maintenance contract
action_type_sourcenulladopted
adopted_wordingnullExamine contracts for opportunities to reduce costs. Incorporate cost efficiencies and improvements to the Operations and Maintenance contract, contract administration, work practices, or other processes without compromising safety, reliability, or compliance.
notesThe report gives the operator contract's annual value as $100-150 million (p. 60); that is the contract's value, not a savings estimate. The text of Resolution No. 2026-28 has not been located; the strategy wording is taken from the staff presentation, which differs slightly from the report.The report gives the operator contract's annual value as $100-150 million (p. 60); that is the contract's value, not a savings estimate.
sources[{"title": "Bay Area Financial Efficiency Review, Final Report (Phase 1), posted May 27, 2026", "url": "https://mtc.ca.gov/sites/default/files/documents/2026-05/Final%20Phase%20One%20Financial%20Efficiency%20Review%20Report_20260527.pdf", "page": 60, "type": "report"}, {"title": "Caltrain (Peninsula Corridor JPB) Board of Directors, Minutes of June 4, 2026, item 12", "url": "https://www.caltrain.com/media/37536/download", "page": 5, "type": "board_item"}, {"title": "Caltrain staff presentation, Adopt SB63 Phase 1 Financial Efficiency Review Early Action Strategies (June 4, 2026)", "url": "https://www.caltrain.com/media/37136/download", "page": 6, "type": "board_item"}, {"title": "Caltrain Adopts FY27 Operating Budget and All Independent Efficiency Report Recommendations (June 4, 2026)", "url": "https://www.caltrain.com/news/caltrain-adopts-fy27-operating-budget-and-all-independent-efficiency-report-recommendations", "page": null, "type": "news_release"}, {"title": "MTC Resolution No. 4743, Revised Aug. 26, 2026, Attachment A (Productivity Improvement Program)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6681/9a_26_0946_2_MTC_Resolution_4743.pdf", "page": 12, "type": "board_item"}][{"title": "Caltrain Board agenda packet, June 4, 2026, item 12: staff report and draft resolution (revised June 3, 2026)", "url": "https://www.caltrain.com/media/37123/download", "page": 101, "type": "board_item"}, {"title": "Bay Area Financial Efficiency Review, Final Report (Phase 1), posted May 27, 2026", "url": "https://mtc.ca.gov/sites/default/files/documents/2026-05/Final%20Phase%20One%20Financial%20Efficiency%20Review%20Report_20260527.pdf", "page": 60, "type": "report"}, {"title": "Caltrain (Peninsula Corridor JPB) Board of Directors, Minutes of June 4, 2026, item 12", "url": "https://www.caltrain.com/media/37536/download", "page": 5, "type": "board_item"}, {"title": "Caltrain staff presentation, Adopt SB63 Phase 1 Financial Efficiency Review Early Action Strategies (June 4, 2026)", "url": "https://www.caltrain.com/media/37136/download", "page": 6, "type": "board_item"}, {"title": "Caltrain Adopts FY27 Operating Budget and All Independent Efficiency Report Recommendations (June 4, 2026)", "url": "https://www.caltrain.com/news/caltrain-adopts-fy27-operating-budget-and-all-independent-efficiency-report-recommendations", "page": null, "type": "news_release"}, {"title": "MTC Resolution No. 4743, Revised Aug. 26, 2026, Attachment A (Productivity Improvement Program)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6681/9a_26_0946_2_MTC_Resolution_4743.pdf", "page": 12, "type": "board_item"}]

caltrain-p1-energy-storage-study

FieldBeforeAfter
action_type_basisStudy the feasibility of storing electricityConduct a study about the feasibility of energy storage
action_type_sourcenulladopted
adopted_wordingnullExplore feasibility of energy storage project. Conduct a study about the feasibility of energy storage to further utilize the electricity being returned to the grid from regenerative braking and generate cost efficiencies. Provide the report findings to the Board upon completion.
notesThe text of Resolution No. 2026-28 has not been located; the strategy wording is taken from the staff presentation, which differs slightly from the report.null
sources[{"title": "Bay Area Financial Efficiency Review, Final Report (Phase 1), posted May 27, 2026", "url": "https://mtc.ca.gov/sites/default/files/documents/2026-05/Final%20Phase%20One%20Financial%20Efficiency%20Review%20Report_20260527.pdf", "page": 60, "type": "report"}, {"title": "Caltrain (Peninsula Corridor JPB) Board of Directors, Minutes of June 4, 2026, item 12", "url": "https://www.caltrain.com/media/37536/download", "page": 5, "type": "board_item"}, {"title": "Caltrain staff presentation, Adopt SB63 Phase 1 Financial Efficiency Review Early Action Strategies (June 4, 2026)", "url": "https://www.caltrain.com/media/37136/download", "page": 7, "type": "board_item"}, {"title": "Caltrain Adopts FY27 Operating Budget and All Independent Efficiency Report Recommendations (June 4, 2026)", "url": "https://www.caltrain.com/news/caltrain-adopts-fy27-operating-budget-and-all-independent-efficiency-report-recommendations", "page": null, "type": "news_release"}, {"title": "MTC Resolution No. 4743, Revised Aug. 26, 2026, Attachment A (Productivity Improvement Program)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6681/9a_26_0946_2_MTC_Resolution_4743.pdf", "page": 12, "type": "board_item"}][{"title": "Caltrain Board agenda packet, June 4, 2026, item 12: staff report and draft resolution (revised June 3, 2026)", "url": "https://www.caltrain.com/media/37123/download", "page": 101, "type": "board_item"}, {"title": "Bay Area Financial Efficiency Review, Final Report (Phase 1), posted May 27, 2026", "url": "https://mtc.ca.gov/sites/default/files/documents/2026-05/Final%20Phase%20One%20Financial%20Efficiency%20Review%20Report_20260527.pdf", "page": 60, "type": "report"}, {"title": "Caltrain (Peninsula Corridor JPB) Board of Directors, Minutes of June 4, 2026, item 12", "url": "https://www.caltrain.com/media/37536/download", "page": 5, "type": "board_item"}, {"title": "Caltrain staff presentation, Adopt SB63 Phase 1 Financial Efficiency Review Early Action Strategies (June 4, 2026)", "url": "https://www.caltrain.com/media/37136/download", "page": 7, "type": "board_item"}, {"title": "Caltrain Adopts FY27 Operating Budget and All Independent Efficiency Report Recommendations (June 4, 2026)", "url": "https://www.caltrain.com/news/caltrain-adopts-fy27-operating-budget-and-all-independent-efficiency-report-recommendations", "page": null, "type": "news_release"}, {"title": "MTC Resolution No. 4743, Revised Aug. 26, 2026, Attachment A (Productivity Improvement Program)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6681/9a_26_0946_2_MTC_Resolution_4743.pdf", "page": 12, "type": "board_item"}]

caltrain-p1-gopass-baypass-expansion

FieldBeforeAfter
action_typestudyaction
action_type_basisidentify the internal resources and supporting policies neededImplement strategies to further expand GoPass and/or Clipper BayPass enrollment
action_type_sourcenulladopted
adopted_wordingnullExpand GoPass and/or Clipper BayPass to more institutions and employers. Implement strategies to further expand GoPass and/or Clipper BayPass enrollment to more institutions and employers that will support ridership and revenue for Caltrain.
notesThe text of Resolution No. 2026-28 has not been located; the strategy wording is taken from the staff presentation, which differs slightly from the report.null
sources[{"title": "Bay Area Financial Efficiency Review, Final Report (Phase 1), posted May 27, 2026", "url": "https://mtc.ca.gov/sites/default/files/documents/2026-05/Final%20Phase%20One%20Financial%20Efficiency%20Review%20Report_20260527.pdf", "page": 61, "type": "report"}, {"title": "Caltrain (Peninsula Corridor JPB) Board of Directors, Minutes of June 4, 2026, item 12", "url": "https://www.caltrain.com/media/37536/download", "page": 5, "type": "board_item"}, {"title": "Caltrain staff presentation, Adopt SB63 Phase 1 Financial Efficiency Review Early Action Strategies (June 4, 2026)", "url": "https://www.caltrain.com/media/37136/download", "page": 7, "type": "board_item"}, {"title": "Caltrain Adopts FY27 Operating Budget and All Independent Efficiency Report Recommendations (June 4, 2026)", "url": "https://www.caltrain.com/news/caltrain-adopts-fy27-operating-budget-and-all-independent-efficiency-report-recommendations", "page": null, "type": "news_release"}, {"title": "MTC Resolution No. 4743, Revised Aug. 26, 2026, Attachment A (Productivity Improvement Program)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6681/9a_26_0946_2_MTC_Resolution_4743.pdf", "page": "12-13", "type": "board_item"}][{"title": "Caltrain Board agenda packet, June 4, 2026, item 12: staff report and draft resolution (revised June 3, 2026)", "url": "https://www.caltrain.com/media/37123/download", "page": 102, "type": "board_item"}, {"title": "Bay Area Financial Efficiency Review, Final Report (Phase 1), posted May 27, 2026", "url": "https://mtc.ca.gov/sites/default/files/documents/2026-05/Final%20Phase%20One%20Financial%20Efficiency%20Review%20Report_20260527.pdf", "page": 61, "type": "report"}, {"title": "Caltrain (Peninsula Corridor JPB) Board of Directors, Minutes of June 4, 2026, item 12", "url": "https://www.caltrain.com/media/37536/download", "page": 5, "type": "board_item"}, {"title": "Caltrain staff presentation, Adopt SB63 Phase 1 Financial Efficiency Review Early Action Strategies (June 4, 2026)", "url": "https://www.caltrain.com/media/37136/download", "page": 7, "type": "board_item"}, {"title": "Caltrain Adopts FY27 Operating Budget and All Independent Efficiency Report Recommendations (June 4, 2026)", "url": "https://www.caltrain.com/news/caltrain-adopts-fy27-operating-budget-and-all-independent-efficiency-report-recommendations", "page": null, "type": "news_release"}, {"title": "MTC Resolution No. 4743, Revised Aug. 26, 2026, Attachment A (Productivity Improvement Program)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6681/9a_26_0946_2_MTC_Resolution_4743.pdf", "page": "12-13", "type": "board_item"}]

sfmta-p1-fare-compliance-study

FieldBeforeAfter
action_type_basisStudy fare compliance and enforcementConduct a fare compliance and enforcement study
action_type_sourcenulladopted
adopted_wordingnullImprove Fare Compliance and Enforcement: Conduct a fare compliance and enforcement study to measure fare compliance; understand reasons for non-compliance; identify staffing, technology, and administrative resources required to improve fare compliance (e.g., installation of fare validators on both sides of rear and middle doors, faster mobile fare validators, enforcement officers and administrative staff for processing); and develop a funding and implementation plan.

sfmta-p1-parking-revenue

FieldBeforeAfter
action_type_basisIncrease parking revenueEnhance parking revenue through measures like
action_type_sourcenulladopted
adopted_wordingnullEnhance parking revenue: Enhance parking revenue through measures like expanded days or hours of paid parking, rate adjustments, increased enforcement, and leasing or permitting parking at under-utilized facilities.

sfmta-p1-retail-amenity-study

FieldBeforeAfter
action_type_sourcenullreport

sfmta-p1-zeb-deferral

FieldBeforeAfter
action_type_basisseek a deferral of the state's zero-emission bus transition requirementsseek deferral of ZEB transition requirements
action_type_sourcenulladopted
adopted_wordingnullEvaluate Zero-Emission Bus (ZEB) Transition program for Cost Efficiency: Coordinate with peer agencies in the Bay Area to seek deferral of ZEB transition requirements.

sfmta-p1-scheduling-efficiencies

FieldBeforeAfter
action_type_basisIdentify and carry out scheduling efficienciesIdentify and enact scheduling efficiencies
action_type_sourcenulladopted
adopted_wordingnullExamine Schedules for Efficiencies: Identify and enact scheduling efficiencies that do not impact service to the rider. These may include, but are not necessarily limited to, adjusting how operator shifts are structured and/or balancing scheduling practices to maintain reliability while controlling operating costs.

sfmta-p1-attendance-incentives

FieldBeforeAfter
action_type_basisOffer operator attendance incentivesOffer incentives for attendance
action_type_sourcenulladopted
adopted_wordingnullOffer incentives to improve attendance: Offer incentives for attendance for high-priority routes.

sfmta-p1-bus-stop-optimization

FieldBeforeAfter
action_type_basisStudy where bus stop spacing or location slows serviceConduct a bus stop optimization study
action_type_sourcenulladopted
adopted_wordingnullImprove Speed and Reliability of Service: Conduct a bus stop optimization study to identify where stop spacing or location contributes to slow or unreliable service, identify opportunities to improve bus stop spacing; quantify the benefits of optimizing bus stop location and spacing; and develop a funding and implementation plan.

sfmta-p1-transit-priority-reinvestment

FieldBeforeAfter
action_type_basisContinue reinvesting savings from transit priority projects back into serviceContinue reinvestment of transit priority savings into service
action_type_sourcenulladopted
adopted_wordingnullImprove Speed and Reliability of Service: Continue reinvestment of transit priority savings into service.

sfmta-p1-shorter-trains

FieldBeforeAfter
action_type_basisIdentify more opportunities to run shorter light-rail trainsIdentify more opportunities to run shorter trains
action_type_sourcenulladopted
adopted_wordingnullRight-Size Fleet to Match Demand: Identify more opportunities to run shorter trains during lower-demand periods to better match the cost of delivering service to the fare revenue generated at different periods.

sfmta-p1-contract-review

FieldBeforeAfter
action_type_basisReview high-spend contractsConduct a review of high-spend contracts
action_type_sourcenulladopted
adopted_wordingnullIdentify and Capture Cost Savings in Larger Contract Renewals: Conduct a review of high-spend contracts to determine whether the services can be provided at lower costs.

sfmta-p1-baypass-expansion

FieldBeforeAfter
action_type_basisidentify the internal resources and supporting policies neededidentify internal resource requirements and supportive policies
action_type_sourcenulladopted
adopted_wordingnullExpand Clipper BayPass with Institutions and Employers: In consultation with MTC, identify internal resource requirements and supportive policies required or desired to adopt or expand pass programs like Clipper BayPass to more institutions and employers.

ioc-member-sue-noack

FieldBeforeAfter
sources[{"title": "Oversight Committee agenda, May 22, 2026 (roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/agendas/6632_A_SB_63_Financial_Efficiency_Review_Independent_Oversight_Committee_26_05_22_Generic_2.pdf", "page": 2, "type": "agency_document"}, {"title": "MTC Commission draft minutes, January 28, 2026 (roster and item 7b)", "url": "https://www.mtc.ca.gov/sites/default/files/meetings/attachments/6545/7a_26_0198_January_28_2026_Draft_Commission_Minutes.pdf", "page": "1, 3", "type": "board_item"}][{"title": "Oversight Committee agenda, October 21, 2026 (roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/agendas/2602_2.pdf", "page": 2, "type": "agency_document"}, {"title": "MTC Commission, January 28, 2026, item 7b: Appointment of SB 63 Financial Efficiency Review Oversight Committee Members (staff report and Attachment A roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6514/7b_26_0147_Appointment_to_Oversight_Committeex.pdf", "page": "3-4", "type": "board_item"}]

ioc-member-jeff-gee

FieldBeforeAfter
public_roleMember, Caltrain (Peninsula Corridor Joint Powers Board) Board of Directors, appointed by the San Mateo County City Selection CommitteeCaltrain's designee; Director, Caltrain (Peninsula Corridor Joint Powers Board) Board of Directors
sources[{"title": "Oversight Committee agenda, May 22, 2026 (roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/agendas/6632_A_SB_63_Financial_Efficiency_Review_Independent_Oversight_Committee_26_05_22_Generic_2.pdf", "page": 2, "type": "agency_document"}, {"title": "Caltrain Board of Directors (caltrain.com), checked Nov. 5, 2026", "url": "https://www.caltrain.com/about-caltrain/board-directors", "page": null, "type": "agency_document"}][{"title": "Oversight Committee agenda, October 21, 2026 (roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/agendas/2602_2.pdf", "page": 2, "type": "agency_document"}, {"title": "MTC Commission, January 28, 2026, item 7b: Appointment of SB 63 Financial Efficiency Review Oversight Committee Members (staff report and Attachment A roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6514/7b_26_0147_Appointment_to_Oversight_Committeex.pdf", "page": "3-4", "type": "board_item"}, {"title": "Caltrain Board of Directors (caltrain.com), checked Nov. 5, 2026", "url": "https://www.caltrain.com/about-caltrain/board-directors", "page": null, "type": "agency_document"}]

ioc-member-steve-heminger

FieldBeforeAfter
board_agencyCaltrainSFMTA
notesNeeds verification: which agency's seat he holds on the committee (Caltrain's or SFMTA's), and whether he also sits on the SFMTA Board. SFMTA's board page could not be read on Nov. 5, 2026.null
public_roleMember, Caltrain Board of Directors, appointed by the San Francisco MTASFMTA's designee; Director, SFMTA Board of Directors. Also a Caltrain board member, appointed by SFMTA.
sources[{"title": "Oversight Committee agenda, May 22, 2026 (roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/agendas/6632_A_SB_63_Financial_Efficiency_Review_Independent_Oversight_Committee_26_05_22_Generic_2.pdf", "page": 2, "type": "agency_document"}, {"title": "Caltrain Board of Directors (caltrain.com), checked Nov. 5, 2026", "url": "https://www.caltrain.com/about-caltrain/board-directors", "page": null, "type": "agency_document"}][{"title": "Oversight Committee agenda, October 21, 2026 (roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/agendas/2602_2.pdf", "page": 2, "type": "agency_document"}, {"title": "MTC Commission, January 28, 2026, item 7b: Appointment of SB 63 Financial Efficiency Review Oversight Committee Members (staff report and Attachment A roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6514/7b_26_0147_Appointment_to_Oversight_Committeex.pdf", "page": "3-4", "type": "board_item"}, {"title": "Accessible SFMTA Organization Chart (October 2026)", "url": "https://www.sfmta.com/reports/sfmta-organization-chart/accessible-sfmta-organization-chart", "page": null, "type": "agency_document"}, {"title": "Caltrain Board of Directors (caltrain.com), checked Nov. 5, 2026", "url": "https://www.caltrain.com/about-caltrain/board-directors", "page": null, "type": "agency_document"}]

ioc-member-murphy-mccalley

FieldBeforeAfter
public_roleVice President (Ward 4), AC Transit Board of DirectorsAC Transit's designee; Vice President (Ward 4), AC Transit Board of Directors
sources[{"title": "Oversight Committee agenda, May 22, 2026 (roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/agendas/6632_A_SB_63_Financial_Efficiency_Review_Independent_Oversight_Committee_26_05_22_Generic_2.pdf", "page": 2, "type": "agency_document"}, {"title": "AC Transit Board of Directors (actransit.org), checked Nov. 5, 2026", "url": "https://www.actransit.org/board-of-directors", "page": null, "type": "agency_document"}][{"title": "Oversight Committee agenda, October 21, 2026 (roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/agendas/2602_2.pdf", "page": 2, "type": "agency_document"}, {"title": "MTC Commission, January 28, 2026, item 7b: Appointment of SB 63 Financial Efficiency Review Oversight Committee Members (staff report and Attachment A roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6514/7b_26_0147_Appointment_to_Oversight_Committeex.pdf", "page": "3-4", "type": "board_item"}, {"title": "AC Transit Board of Directors (actransit.org), checked Nov. 5, 2026", "url": "https://www.actransit.org/board-of-directors", "page": null, "type": "agency_document"}]

ioc-member-matthew-rinn

FieldBeforeAfter
notesThe March 6, 2026 roster lists BART Board President Melissa Hernandez in this seat; the May 22, 2026 roster lists Matthew Rinn. No source found explaining the change.BART originally designated its board president, Melissa Hernandez (Jan. 28, 2026 roster). She is on the March 6 and April 17 rosters; Matthew Rinn is on the roster from May 22. Needs verification: no source found for when or how BART changed its designee.
public_roleDirector (District 1), BART Board of DirectorsBART's representative; Director (District 1), BART Board of Directors
sources[{"title": "Oversight Committee agenda, May 22, 2026 (roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/agendas/6632_A_SB_63_Financial_Efficiency_Review_Independent_Oversight_Committee_26_05_22_Generic_2.pdf", "page": 2, "type": "agency_document"}, {"title": "BART Board of Directors (bart.gov), checked Nov. 5, 2026", "url": "https://www.bart.gov/about/bod", "page": null, "type": "agency_document"}, {"title": "Oversight Committee draft minutes, March 6, 2026 (roster and votes)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6607/3a_26_0477_March_6_2026_Draft_Meeting_Minutes.pdf", "page": "1-2", "type": "agency_document"}][{"title": "Oversight Committee agenda, October 21, 2026 (roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/agendas/2602_2.pdf", "page": 2, "type": "agency_document"}, {"title": "BART Board of Directors (bart.gov), checked Nov. 5, 2026", "url": "https://www.bart.gov/about/bod", "page": null, "type": "agency_document"}, {"title": "MTC Commission, January 28, 2026, item 7b: Appointment of SB 63 Financial Efficiency Review Oversight Committee Members (staff report and Attachment A roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6514/7b_26_0147_Appointment_to_Oversight_Committeex.pdf", "page": "3-4", "type": "board_item"}, {"title": "Oversight Committee draft minutes, May 22, 2026 (on the Oct. 21, 2026 agenda for approval)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/2539/3a_26_2095_May_22_2026_Draft_SB63_FER_IOC_Meeting_Minutes.pdf", "page": "1-2", "type": "agency_document"}]

ioc-member-debra-johnson

FieldBeforeAfter
notesnullAppointed by the Commission on Jan. 28, 2026 (17-0). MTC staff report that candidates were screened for "recent ties to subject operators" (item 7b, p. 2).
public_roleAppointed by the Commission on Jan. 28, 2026 (vote 17-0)General Manager and CEO, Denver Regional Transportation District; former Chief Operating Officer, LA Metro; former Director of Administration, SFMTA
sources[{"title": "Oversight Committee agenda, May 22, 2026 (roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/agendas/6632_A_SB_63_Financial_Efficiency_Review_Independent_Oversight_Committee_26_05_22_Generic_2.pdf", "page": 2, "type": "agency_document"}, {"title": "MTC Commission draft minutes, January 28, 2026 (roster and item 7b)", "url": "https://www.mtc.ca.gov/sites/default/files/meetings/attachments/6545/7a_26_0198_January_28_2026_Draft_Commission_Minutes.pdf", "page": "1, 3", "type": "board_item"}][{"title": "Oversight Committee agenda, October 21, 2026 (roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/agendas/2602_2.pdf", "page": 2, "type": "agency_document"}, {"title": "MTC Commission, January 28, 2026, item 7b: Appointment of SB 63 Financial Efficiency Review Oversight Committee Members (staff report and Attachment A roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6514/7b_26_0147_Appointment_to_Oversight_Committeex.pdf", "page": "3-4", "type": "board_item"}]

ioc-member-nancy-whelan

FieldBeforeAfter
notesnullAppointed by the Commission on Jan. 28, 2026 (17-0).
public_roleAppointed by the Commission on Jan. 28, 2026 (vote 17-0)Former General Manager, Marin Transit; former owner of a transit financial planning and management consulting firm
sources[{"title": "Oversight Committee agenda, May 22, 2026 (roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/agendas/6632_A_SB_63_Financial_Efficiency_Review_Independent_Oversight_Committee_26_05_22_Generic_2.pdf", "page": 2, "type": "agency_document"}, {"title": "MTC Commission draft minutes, January 28, 2026 (roster and item 7b)", "url": "https://www.mtc.ca.gov/sites/default/files/meetings/attachments/6545/7a_26_0198_January_28_2026_Draft_Commission_Minutes.pdf", "page": "1, 3", "type": "board_item"}][{"title": "Oversight Committee agenda, October 21, 2026 (roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/agendas/2602_2.pdf", "page": 2, "type": "agency_document"}, {"title": "MTC Commission, January 28, 2026, item 7b: Appointment of SB 63 Financial Efficiency Review Oversight Committee Members (staff report and Attachment A roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6514/7b_26_0147_Appointment_to_Oversight_Committeex.pdf", "page": "3-4", "type": "board_item"}]

ioc-member-lou-thompson

FieldBeforeAfter
notesnullAppointed by the Commission on Jan. 28, 2026 (17-0).
public_roleAppointed by the Commission on Jan. 28, 2026 (vote 17-0)Member, California High-Speed Rail Peer Review Group; former leadership roles at the World Bank and Federal Railroad Administration
sources[{"title": "Oversight Committee agenda, May 22, 2026 (roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/agendas/6632_A_SB_63_Financial_Efficiency_Review_Independent_Oversight_Committee_26_05_22_Generic_2.pdf", "page": 2, "type": "agency_document"}, {"title": "MTC Commission draft minutes, January 28, 2026 (roster and item 7b)", "url": "https://www.mtc.ca.gov/sites/default/files/meetings/attachments/6545/7a_26_0198_January_28_2026_Draft_Commission_Minutes.pdf", "page": "1, 3", "type": "board_item"}][{"title": "Oversight Committee agenda, October 21, 2026 (roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/agendas/2602_2.pdf", "page": 2, "type": "agency_document"}, {"title": "MTC Commission, January 28, 2026, item 7b: Appointment of SB 63 Financial Efficiency Review Oversight Committee Members (staff report and Attachment A roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6514/7b_26_0147_Appointment_to_Oversight_Committeex.pdf", "page": "3-4", "type": "board_item"}]

ioc-member-ben-rosenfield

FieldBeforeAfter
notesnullAppointed by the Commission on Jan. 28, 2026 (17-0).
public_roleAppointed by the Commission on Jan. 28, 2026 (vote 17-0)Former Controller, City and County of San Francisco
sources[{"title": "Oversight Committee agenda, May 22, 2026 (roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/agendas/6632_A_SB_63_Financial_Efficiency_Review_Independent_Oversight_Committee_26_05_22_Generic_2.pdf", "page": 2, "type": "agency_document"}, {"title": "MTC Commission draft minutes, January 28, 2026 (roster and item 7b)", "url": "https://www.mtc.ca.gov/sites/default/files/meetings/attachments/6545/7a_26_0198_January_28_2026_Draft_Commission_Minutes.pdf", "page": "1, 3", "type": "board_item"}][{"title": "Oversight Committee agenda, October 21, 2026 (roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/agendas/2602_2.pdf", "page": 2, "type": "agency_document"}, {"title": "MTC Commission, January 28, 2026, item 7b: Appointment of SB 63 Financial Efficiency Review Oversight Committee Members (staff report and Attachment A roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6514/7b_26_0147_Appointment_to_Oversight_Committeex.pdf", "page": "3-4", "type": "board_item"}]

ioc-member-teresa-calvert

FieldBeforeAfter
notesThe statute's two ex officio seats are for the California State Transportation Agency and the Department of Finance (§67764(d)). Needs verification: which seat this member holds.null
public_rolenullProgram Budget Manager, California Department of Finance (the Department of Finance seat)
sources[{"title": "Oversight Committee agenda, May 22, 2026 (roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/agendas/6632_A_SB_63_Financial_Efficiency_Review_Independent_Oversight_Committee_26_05_22_Generic_2.pdf", "page": 2, "type": "agency_document"}][{"title": "Oversight Committee agenda, October 21, 2026 (roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/agendas/2602_2.pdf", "page": 2, "type": "agency_document"}, {"title": "MTC Commission, January 28, 2026, item 7b: Appointment of SB 63 Financial Efficiency Review Oversight Committee Members (staff report and Attachment A roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6514/7b_26_0147_Appointment_to_Oversight_Committeex.pdf", "page": "3-4", "type": "board_item"}]

ioc-meeting-2026-03-06

FieldBeforeAfter
notesThe minutes cited are the draft posted for approval at the next meeting.null
sources[{"title": "Oversight Committee draft minutes, March 6, 2026 (roster and votes)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6607/3a_26_0477_March_6_2026_Draft_Meeting_Minutes.pdf", "page": "1-2", "type": "agency_document"}][{"title": "Oversight Committee draft minutes, March 6, 2026 (approved April 17, 2026)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6607/3a_26_0477_March_6_2026_Draft_Meeting_Minutes.pdf", "page": "1-2", "type": "agency_document"}]

ioc-meeting-2026-04-17

FieldBeforeAfter
actionsnullReceived the consultant's draft Phase 1 report and gave initial feedback; no action was required. Approved the March 6 minutes. Written comments came from committee member Lou Thompson, SPUR, the Bay Area Council, and MTC Commissioner Gina Papan.
notesNeeds verification: the meeting's actions. Its draft minutes were item 3a on the May 22, 2026 agenda but have not been reviewed for this tracker.null
sources[{"title": "Oversight Committee agenda, May 22, 2026 (roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/agendas/6632_A_SB_63_Financial_Efficiency_Review_Independent_Oversight_Committee_26_05_22_Generic_2.pdf", "page": 2, "type": "agency_document"}][{"title": "Oversight Committee draft minutes, April 17, 2026 (approved May 22, 2026)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6632/3a_26_0625_April_17_2026_Draft_Meeting_Minutes.pdf", "page": "1-2", "type": "agency_document"}]
titleSecond meetingDraft Phase 1 report presented
vote_recordnullConsent calendar (March 6 minutes) approved 6-0. Absent: Hernandez, Thompson, Whelan.

ioc-meeting-2026-05-22

FieldBeforeAfter
actionsAdopted the final Phase 1 analysis by motion, directed staff to make minor revisions, and added one early action strategy. Written comments from Gina Papan and from committee member Lou Thompson were attached to the agenda item.Adopted the final Phase 1 analysis. MTC's release says the committee also directed staff to make minor revisions and add one early action strategy. Approved the April 17 minutes. Written comments came from MTC Commissioner Gina Papan and committee member Lou Thompson.
notesMinutes are normally approved at the committee's following meeting.The minutes cited are the draft placed on the Oct. 21, 2026 agenda for approval.
sources[{"title": "Oversight Committee agenda, May 22, 2026 (roster)", "url": "https://mtc.ca.gov/sites/default/files/meetings/agendas/6632_A_SB_63_Financial_Efficiency_Review_Independent_Oversight_Committee_26_05_22_Generic_2.pdf", "page": 2, "type": "agency_document"}, {"title": "MTC news release: Independent Oversight Committee Approves Transit Agencies' Financial Efficiency Review (May 27, 2026)", "url": "https://mtc.ca.gov/news/independent-oversight-committee-approves-transit-agencies-financial-efficiency-review", "page": null, "type": "news_release"}][{"title": "Oversight Committee draft minutes, May 22, 2026 (on the Oct. 21, 2026 agenda for approval)", "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/2539/3a_26_2095_May_22_2026_Draft_SB63_FER_IOC_Meeting_Minutes.pdf", "page": "1-2", "type": "agency_document"}, {"title": "MTC news release: Independent Oversight Committee Approves Transit Agencies' Financial Efficiency Review (May 27, 2026)", "url": "https://mtc.ca.gov/news/independent-oversight-committee-approves-transit-agencies-financial-efficiency-review", "page": null, "type": "news_release"}]
titleAdoption of the final Phase 1 reportFinal Phase 1 report adopted
vote_recordnullFinal Phase 1 analysis adopted 7-0 (motion Noack, second McCalley). Absent: Rosenfield, Whelan.

: Classify each recommendation by kind: direct action, study or plan, or request to another government

View edit fd77851

Edited (35)

ac-transit-p1-fare-compliance-study

FieldBeforeAfter
action_typenullstudy
action_type_basisnullStudy fare compliance and enforcement

ac-transit-p1-retail-amenity-study

FieldBeforeAfter
action_typenullstudy
action_type_basisnullStudy the benefits, challenges, and opportunities

ac-transit-p1-zeb-deferral

FieldBeforeAfter
action_typenulladvocacy
action_type_basisnullseek a deferral of the state's zero-emission bus transition requirements

ac-transit-p1-attendance-incentives

FieldBeforeAfter
action_typenullaction
action_type_basisnullExtend operator attendance incentives

ac-transit-p1-bus-speed-vision

FieldBeforeAfter
action_typenullstudy
action_type_basisnullDevelop a bus speed and reliability vision

ac-transit-p1-all-door-boarding-study

FieldBeforeAfter
action_typenullstudy
action_type_basisnullStudy the costs, benefits, and need to expand all-door boarding pilots

ac-transit-p1-bus-stop-optimization

FieldBeforeAfter
action_typenullstudy
action_type_basisnullStudy where bus stop spacing or location slows service

ac-transit-p1-scheduling-efficiencies

FieldBeforeAfter
action_typenullaction
action_type_basisnulladjust how operator shifts are structured

ac-transit-p1-easypass-expansion

FieldBeforeAfter
action_typenullstudy
action_type_basisnullidentify the internal resources and supporting policies needed

bart-p1-fare-gate-optimization

FieldBeforeAfter
action_typenullaction
action_type_basisnullOptimize the performance of the new fare gates

bart-p1-parking-revenue

FieldBeforeAfter
action_typenullaction
action_type_basisnullIncrease parking revenue

bart-p1-fiber-leasing

FieldBeforeAfter
action_typenullaction
action_type_basisnullEarn more revenue from fiber-optic and other communications assets

bart-p1-retail-amenity-study

FieldBeforeAfter
action_typenullstudy
action_type_basisnullStudy the benefits, challenges, and opportunities

bart-p1-speed-reliability

FieldBeforeAfter
action_typenullstudy
action_type_basisnullIdentify more ways to improve travel time and reliability

bart-p1-shorter-trains

FieldBeforeAfter
action_typenullaction
action_type_basisnullRun shorter trains during lower-demand periods

bart-p1-sfo-lease-terms

FieldBeforeAfter
action_typenullstudy
action_type_basisnullExplore renegotiating the SFO lease payment

bart-p1-insurance-paratransit-contracts

FieldBeforeAfter
action_typenullstudy
action_type_basisnullIdentify opportunities to renegotiate contracts

bart-p1-baypass-expansion

FieldBeforeAfter
action_typenullstudy
action_type_basisnullidentify the internal resources and supporting policies needed

caltrain-p1-parking-revenue

FieldBeforeAfter
action_typenullaction
action_type_basisnullIncrease parking revenue

caltrain-p1-fiber-leasing

FieldBeforeAfter
action_typenullaction
action_type_basisnullEarn more revenue from fiber-optic and other communications assets

caltrain-p1-retail-amenity-study

FieldBeforeAfter
action_typenullstudy
action_type_basisnullStudy the benefits, challenges, and opportunities

caltrain-p1-operator-contract-study

FieldBeforeAfter
action_typenullstudy
action_type_basisnullStudy where administration of the train operations contract

caltrain-p1-energy-storage-study

FieldBeforeAfter
action_typenullstudy
action_type_basisnullStudy the feasibility of storing electricity

caltrain-p1-gopass-baypass-expansion

FieldBeforeAfter
action_typenullstudy
action_type_basisnullidentify the internal resources and supporting policies needed

sfmta-p1-fare-compliance-study

FieldBeforeAfter
action_typenullstudy
action_type_basisnullStudy fare compliance and enforcement

sfmta-p1-parking-revenue

FieldBeforeAfter
action_typenullaction
action_type_basisnullIncrease parking revenue

sfmta-p1-retail-amenity-study

FieldBeforeAfter
action_typenullstudy
action_type_basisnullStudy the benefits, challenges, and opportunities

sfmta-p1-zeb-deferral

FieldBeforeAfter
action_typenulladvocacy
action_type_basisnullseek a deferral of the state's zero-emission bus transition requirements

sfmta-p1-scheduling-efficiencies

FieldBeforeAfter
action_typenullaction
action_type_basisnullIdentify and carry out scheduling efficiencies

sfmta-p1-attendance-incentives

FieldBeforeAfter
action_typenullaction
action_type_basisnullOffer operator attendance incentives

sfmta-p1-bus-stop-optimization

FieldBeforeAfter
action_typenullstudy
action_type_basisnullStudy where bus stop spacing or location slows service

sfmta-p1-transit-priority-reinvestment

FieldBeforeAfter
action_typenullaction
action_type_basisnullContinue reinvesting savings from transit priority projects back into service

sfmta-p1-shorter-trains

FieldBeforeAfter
action_typenullstudy
action_type_basisnullIdentify more opportunities to run shorter light-rail trains

sfmta-p1-contract-review

FieldBeforeAfter
action_typenullstudy
action_type_basisnullReview high-spend contracts

sfmta-p1-baypass-expansion

FieldBeforeAfter
action_typenullstudy
action_type_basisnullidentify the internal resources and supporting policies needed

: Add Oversight page: committee members, powers, rejected recommendations, savings estimates

View edit 6be37ae

Added (14)
  • ioc-member-sue-noack
  • ioc-member-jeff-gee
  • ioc-member-steve-heminger
  • ioc-member-murphy-mccalley
  • ioc-member-matthew-rinn
  • ioc-member-debra-johnson
  • ioc-member-nancy-whelan
  • ioc-member-lou-thompson
  • ioc-member-ben-rosenfield
  • ioc-member-teresa-calvert
  • ioc-member-james-hacker
  • ioc-meeting-2026-03-06
  • ioc-meeting-2026-04-17
  • ioc-meeting-2026-05-22

: Initial tracker: 35 Phase 1 commitments, 8 milestones

View edit d5128a7

Added (43)