{ "generated": "2026-11-05", "commitments": [ { "id": "ac-transit-p1-fare-compliance-study", "agency": "AC Transit", "phase": 1, "recommendation": "Study fare compliance and enforcement: measure how many riders do not pay and why, identify the staff, technology, and administrative resources needed to improve compliance, and develop a funding and implementation plan.", "category": "revenue", "action_type": "study", "action_type_basis": "Study fare compliance and enforcement", "action_type_source": "report", "adopted_wording": "Improve fare compliance and enforcement", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-10", "description": "Board motion (Shaw/McCalley; 6 ayes, 1 absent) to receive the Phase 1 report and adopt the early action strategies as recommended by staff, with the addition of adopting the schedule efficiencies study that benefits riders." }, "status": "adopted", "status_as_of": "2026-11-04", "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": 56, "type": "report" }, { "title": "AC Transit Board of Directors, Master Minute Order, Report ID 26-209 (June 10, 2026)", "url": "https://actransit.legistar1.com/actransit/attachments/28a6060f-8654-4daa-976c-c838ece127de.pdf", "page": 1, "type": "board_item" }, { "title": "AC Transit Staff Report No. 26-209, Bay Area Financial Efficiency Review Phase 1 Report (June 10, 2026)", "url": "https://actransit.legistar1.com/actransit/attachments/7994623e-315a-4bac-8dda-a1db9d79df61.pdf", "page": 3, "type": "board_item" }, { "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": "5-6", "type": "board_item" } ], "notes": "Staff Report 26-209 recommended adopting this strategy in whole." }, { "id": "ac-transit-p1-retail-amenity-study", "agency": "AC Transit", "phase": 1, "recommendation": "Study the benefits, challenges, and opportunities of expanding retail and amenity partnerships at bus stops and stations.", "category": "revenue", "action_type": "study", "action_type_basis": "Study the benefits, challenges, and opportunities", "action_type_source": "report", "adopted_wording": null, "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": null, "target_completion_basis": null, "board_action": { "date": "2026-06-10", "description": "Board action on the Phase 1 early action strategies (Report ID 26-209). This strategy was not among those adopted." }, "status": "not_adopted", "status_as_of": "2026-11-04", "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": 56, "type": "report" }, { "title": "AC Transit Staff Report No. 26-209, Bay Area Financial Efficiency Review Phase 1 Report (June 10, 2026)", "url": "https://actransit.legistar1.com/actransit/attachments/7994623e-315a-4bac-8dda-a1db9d79df61.pdf", "page": 3, "type": "board_item" }, { "title": "AC Transit Board of Directors, Master Minute Order, Report ID 26-209 (June 10, 2026)", "url": "https://actransit.legistar1.com/actransit/attachments/28a6060f-8654-4daa-976c-c838ece127de.pdf", "page": 1, "type": "board_item" }, { "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": "5-7", "type": "board_item" } ], "notes": "The Oversight Committee added this strategy by motion on May 22, 2026 (report p. 56, footnote 18). It is not among the seven strategies listed in Staff Report 26-209, it is not named in the Board motion, and MTC Res. 4743 does not list it among AC Transit's adopted strategies. The staff report cites pages 49-52 of its Attachment 1; in the final report posted May 27, 2026, AC Transit's strategies are on pp. 56-57." }, { "id": "ac-transit-p1-zeb-deferral", "agency": "AC Transit", "phase": 1, "recommendation": "Coordinate with other Bay Area transit agencies to seek a deferral of the state's zero-emission bus transition requirements.", "category": "capital", "action_type": "advocacy", "action_type_basis": "seek a deferral of the state's zero-emission bus transition requirements", "action_type_source": "report", "adopted_wording": "Evaluate zero-emission bus (ZEB) transition program for cost efficiency", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-10", "description": "Board motion (Shaw/McCalley; 6 ayes, 1 absent) to receive the Phase 1 report and adopt the early action strategies as recommended by staff, with the addition of adopting the schedule efficiencies study that benefits riders." }, "status": "adopted", "status_as_of": "2026-11-04", "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": 56, "type": "report" }, { "title": "AC Transit Board of Directors, Master Minute Order, Report ID 26-209 (June 10, 2026)", "url": "https://actransit.legistar1.com/actransit/attachments/28a6060f-8654-4daa-976c-c838ece127de.pdf", "page": 1, "type": "board_item" }, { "title": "AC Transit Staff Report No. 26-209, Bay Area Financial Efficiency Review Phase 1 Report (June 10, 2026)", "url": "https://actransit.legistar1.com/actransit/attachments/7994623e-315a-4bac-8dda-a1db9d79df61.pdf", "page": 3, "type": "board_item" }, { "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": 6, "type": "board_item" } ], "notes": "Staff Report 26-209 recommended adopting this strategy in whole." }, { "id": "ac-transit-p1-attendance-incentives", "agency": "AC Transit", "phase": 1, "recommendation": "Extend operator attendance incentives to other high-priority routes, such as school trippers and transbay routes.", "category": "labor/overtime", "action_type": "action", "action_type_basis": "Extend operator attendance incentives", "action_type_source": "report", "adopted_wording": "Offer incentives to improve attendance", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-10", "description": "Board motion (Shaw/McCalley; 6 ayes, 1 absent) to receive the Phase 1 report and adopt the early action strategies as recommended by staff, with the addition of adopting the schedule efficiencies study that benefits riders." }, "status": "adopted", "status_as_of": "2026-11-04", "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": 56, "type": "report" }, { "title": "AC Transit Board of Directors, Master Minute Order, Report ID 26-209 (June 10, 2026)", "url": "https://actransit.legistar1.com/actransit/attachments/28a6060f-8654-4daa-976c-c838ece127de.pdf", "page": 1, "type": "board_item" }, { "title": "AC Transit Staff Report No. 26-209, Bay Area Financial Efficiency Review Phase 1 Report (June 10, 2026)", "url": "https://actransit.legistar1.com/actransit/attachments/7994623e-315a-4bac-8dda-a1db9d79df61.pdf", "page": 3, "type": "board_item" }, { "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": 6, "type": "board_item" } ], "notes": "Staff Report 26-209 recommended adopting this strategy in whole." }, { "id": "ac-transit-p1-bus-speed-vision", "agency": "AC Transit", "phase": 1, "recommendation": "Develop a bus speed and reliability vision with roadway owners: identify where buses are slow or unreliable, identify and quantify bus priority measures, and develop a funding and implementation plan.", "category": "service planning", "action_type": "study", "action_type_basis": "Develop a bus speed and reliability vision", "action_type_source": "report", "adopted_wording": "Improve speed and reliability of service", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-10", "description": "Board motion (Shaw/McCalley; 6 ayes, 1 absent) to receive the Phase 1 report and adopt the early action strategies as recommended by staff, with the addition of adopting the schedule efficiencies study that benefits riders." }, "status": "adopted", "status_as_of": "2026-11-04", "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": 57, "type": "report" }, { "title": "AC Transit Board of Directors, Master Minute Order, Report ID 26-209 (June 10, 2026)", "url": "https://actransit.legistar1.com/actransit/attachments/28a6060f-8654-4daa-976c-c838ece127de.pdf", "page": 1, "type": "board_item" }, { "title": "AC Transit Staff Report No. 26-209, Bay Area Financial Efficiency Review Phase 1 Report (June 10, 2026)", "url": "https://actransit.legistar1.com/actransit/attachments/7994623e-315a-4bac-8dda-a1db9d79df61.pdf", "page": 3, "type": "board_item" }, { "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": 7, "type": "board_item" } ], "notes": "One of three actions under \"Improve speed and reliability of service,\" which Staff Report 26-209 recommended adopting in whole." }, { "id": "ac-transit-p1-all-door-boarding-study", "agency": "AC Transit", "phase": 1, "recommendation": "Study the costs, benefits, and need to expand all-door boarding pilots to more routes, including staffing, technology, risks, and possible funding sources.", "category": "service planning", "action_type": "study", "action_type_basis": "Study the costs, benefits, and need to expand all-door boarding pilots", "action_type_source": "report", "adopted_wording": "Improve speed and reliability of service", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-10", "description": "Board motion (Shaw/McCalley; 6 ayes, 1 absent) to receive the Phase 1 report and adopt the early action strategies as recommended by staff, with the addition of adopting the schedule efficiencies study that benefits riders." }, "status": "adopted", "status_as_of": "2026-11-04", "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": 57, "type": "report" }, { "title": "AC Transit Board of Directors, Master Minute Order, Report ID 26-209 (June 10, 2026)", "url": "https://actransit.legistar1.com/actransit/attachments/28a6060f-8654-4daa-976c-c838ece127de.pdf", "page": 1, "type": "board_item" }, { "title": "AC Transit Staff Report No. 26-209, Bay Area Financial Efficiency Review Phase 1 Report (June 10, 2026)", "url": "https://actransit.legistar1.com/actransit/attachments/7994623e-315a-4bac-8dda-a1db9d79df61.pdf", "page": 3, "type": "board_item" }, { "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": 7, "type": "board_item" } ], "notes": "One of three actions under \"Improve speed and reliability of service,\" which Staff Report 26-209 recommended adopting in whole." }, { "id": "ac-transit-p1-bus-stop-optimization", "agency": "AC Transit", "phase": 1, "recommendation": "Study where bus stop spacing or location slows service, quantify the benefits of changes, and develop a funding and implementation plan.", "category": "service planning", "action_type": "study", "action_type_basis": "Study where bus stop spacing or location slows service", "action_type_source": "report", "adopted_wording": "Improve speed and reliability of service", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-10", "description": "Board motion (Shaw/McCalley; 6 ayes, 1 absent) to receive the Phase 1 report and adopt the early action strategies as recommended by staff, with the addition of adopting the schedule efficiencies study that benefits riders." }, "status": "adopted", "status_as_of": "2026-11-04", "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": 57, "type": "report" }, { "title": "AC Transit Board of Directors, Master Minute Order, Report ID 26-209 (June 10, 2026)", "url": "https://actransit.legistar1.com/actransit/attachments/28a6060f-8654-4daa-976c-c838ece127de.pdf", "page": 1, "type": "board_item" }, { "title": "AC Transit Staff Report No. 26-209, Bay Area Financial Efficiency Review Phase 1 Report (June 10, 2026)", "url": "https://actransit.legistar1.com/actransit/attachments/7994623e-315a-4bac-8dda-a1db9d79df61.pdf", "page": 3, "type": "board_item" }, { "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": 7, "type": "board_item" } ], "notes": "One of three actions under \"Improve speed and reliability of service,\" which Staff Report 26-209 recommended adopting in whole." }, { "id": "ac-transit-p1-scheduling-efficiencies", "agency": "AC Transit", "phase": 1, "recommendation": "Examine schedules and adjust how operator shifts are structured, to maintain reliability and minimize operating costs without affecting service to riders.", "category": "labor/overtime", "action_type": "study", "action_type_basis": "adopting the schedule efficiencies study that benefits riders", "action_type_source": "adopted", "adopted_wording": "[Board motion, Master Minute Order 26-209:] with the addition of adopting the schedule efficiencies study that benefits riders.", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": null, "target_completion_basis": null, "board_action": { "date": "2026-06-10", "description": "Board motion (Shaw/McCalley; 6 ayes, 1 absent) to receive the Phase 1 report and adopt the early action strategies as recommended by staff, with the addition of adopting the schedule efficiencies study that benefits riders." }, "status": null, "status_as_of": "2026-11-04", "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": 57, "type": "report" }, { "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": 54, "type": "report" }, { "title": "AC Transit Staff Report No. 26-209, Bay Area Financial Efficiency Review Phase 1 Report (June 10, 2026)", "url": "https://actransit.legistar1.com/actransit/attachments/7994623e-315a-4bac-8dda-a1db9d79df61.pdf", "page": "3-4", "type": "board_item" }, { "title": "AC Transit Board of Directors, Master Minute Order, Report ID 26-209 (June 10, 2026)", "url": "https://actransit.legistar1.com/actransit/attachments/28a6060f-8654-4daa-976c-c838ece127de.pdf", "page": 1, "type": "board_item" }, { "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": "5-7", "type": "board_item" } ], "notes": "Needs verification: primary sources conflict. Staff Report 26-209 (pp. 3-4) recommended not adopting this strategy. The Board's motion added \"adopting the schedule efficiencies study that benefits riders.\" MTC Res. 4743, revised Aug. 26, 2026, does not list a scheduling strategy among AC Transit's adopted strategies. Table 25 of the report (p. 54) lists \"Examine schedules for efficiencies\" as a Strategy for Future Consideration, while the AC Transit section (p. 57) lists this action as an Early Action Strategy." }, { "id": "ac-transit-p1-easypass-expansion", "agency": "AC Transit", "phase": 1, "recommendation": "In consultation with MTC, identify the internal resources and supporting policies needed to expand EasyPass and/or Clipper BayPass to more institutions and employers.", "category": "ridership/customer experience", "action_type": "action", "action_type_basis": "focus efforts on expanding the District's EasyPass program", "action_type_source": "adopted", "adopted_wording": "Expand 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.", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-10", "description": "Board motion (Shaw/McCalley; 6 ayes, 1 absent) to receive the Phase 1 report and adopt the early action strategies as recommended by staff, with the addition of adopting the schedule efficiencies study that benefits riders." }, "status": "adopted", "status_as_of": "2026-11-04", "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": 57, "type": "report" }, { "title": "AC Transit Board of Directors, Master Minute Order, Report ID 26-209 (June 10, 2026)", "url": "https://actransit.legistar1.com/actransit/attachments/28a6060f-8654-4daa-976c-c838ece127de.pdf", "page": 1, "type": "board_item" }, { "title": "AC Transit Staff Report No. 26-209, Bay Area Financial Efficiency Review Phase 1 Report (June 10, 2026)", "url": "https://actransit.legistar1.com/actransit/attachments/7994623e-315a-4bac-8dda-a1db9d79df61.pdf", "page": 3, "type": "board_item" }, { "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": 7, "type": "board_item" } ], "notes": "Adopted in part. Staff Report 26-209 (p. 3) recommended adopting the EasyPass portion and stated that BayPass expansion should be led by MTC. MTC Res. 4743 (p. 7) lists the adopted strategy as \"Expand EasyPass to more institutions and employers.\"" }, { "id": "bart-p1-fare-gate-optimization", "agency": "BART", "phase": 1, "recommendation": "Optimize the performance of the new fare gates to further reduce fare evasion, and continue the station hardening program.", "category": "revenue", "action_type": "action", "action_type_basis": "optimize fare gate performance", "action_type_source": "adopted", "adopted_wording": "Improve fare compliance and enforcement: optimize fare gate performance to further reduce fare evasion and continue the station hardening program.", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-11", "description": "Board item 26-249: adoption of the early action strategies identified for BART in the Phase 1 report, as listed in the Executive Decision Document. Considered at the same meeting as the FY27 budget." }, "status": "adopted", "status_as_of": "2026-11-04", "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": 58, "type": "report" }, { "title": "BART Executive Decision Document, Adopt Senate Bill 63 Phase 1 Financial Efficiency Review Early Action Strategies (Board item 26-249, June 11, 2026)", "url": "https://bart.legistar1.com/bart/attachments/f481d4b4-6b24-4789-92f2-babbcbc4b5d2.pdf", "page": "2-3", "type": "board_item" }, { "title": "BART Board adopts FY27 budget with $18M in cuts and reductions in employee headcount (June 11, 2026)", "url": "https://www.bart.gov/news/articles/2026/news20260611", "page": null, "type": "news_release" }, { "title": "BART Board of Directors response to 2025-2026 Contra Costa County Civil Grand Jury Report No. 2608", "url": "https://contracosta.courts.ca.gov/system/files/general/response-report-no-2608-bart-board-directors.pdf", "page": 22, "type": "agency_document" }, { "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": 8, "type": "board_item" } ], "notes": "BART Board minutes for June 11, 2026 were not yet published in Legistar when checked. Adoption is documented by BART's June 11 news release, BART's grand jury response (p. 22: \"on June 11, 2026, the BART Board approved all eight recommendations\"), and MTC Res. 4743." }, { "id": "bart-p1-parking-revenue", "agency": "BART", "phase": 1, "recommendation": "Increase parking revenue through measures such as expanded days or hours of paid parking, rate changes, more enforcement, and leasing or permitting parking at under-used facilities.", "category": "revenue", "action_type": "action", "action_type_basis": "pursue measures such as expanded days or hours of paid parking", "action_type_source": "adopted", "adopted_wording": "Enhance 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.", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-11", "description": "Board item 26-249: adoption of the early action strategies identified for BART in the Phase 1 report, as listed in the Executive Decision Document. Considered at the same meeting as the FY27 budget." }, "status": "adopted", "status_as_of": "2026-11-04", "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": 58, "type": "report" }, { "title": "BART Executive Decision Document, Adopt Senate Bill 63 Phase 1 Financial Efficiency Review Early Action Strategies (Board item 26-249, June 11, 2026)", "url": "https://bart.legistar1.com/bart/attachments/f481d4b4-6b24-4789-92f2-babbcbc4b5d2.pdf", "page": "2-3", "type": "board_item" }, { "title": "BART Board adopts FY27 budget with $18M in cuts and reductions in employee headcount (June 11, 2026)", "url": "https://www.bart.gov/news/articles/2026/news20260611", "page": null, "type": "news_release" }, { "title": "BART Board of Directors response to 2025-2026 Contra Costa County Civil Grand Jury Report No. 2608", "url": "https://contracosta.courts.ca.gov/system/files/general/response-report-no-2608-bart-board-directors.pdf", "page": 22, "type": "agency_document" }, { "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": 8, "type": "board_item" } ], "notes": "BART Board minutes for June 11, 2026 were not yet published in Legistar when checked. Adoption is documented by BART's June 11 news release, BART's grand jury response (p. 22: \"on June 11, 2026, the BART Board approved all eight recommendations\"), and MTC Res. 4743." }, { "id": "bart-p1-fiber-leasing", "agency": "BART", "phase": 1, "recommendation": "Earn more revenue from fiber-optic and other communications assets, mainly through additional leasing.", "category": "revenue", "action_type": "action", "action_type_basis": "further monetize fiber and other communications assets", "action_type_source": "adopted", "adopted_wording": "Lease fiber and communications assets: further monetize fiber and other communications assets, primarily through additional leasing opportunities.", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-11", "description": "Board item 26-249: adoption of the early action strategies identified for BART in the Phase 1 report, as listed in the Executive Decision Document. Considered at the same meeting as the FY27 budget." }, "status": "adopted", "status_as_of": "2026-11-04", "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": 58, "type": "report" }, { "title": "BART Executive Decision Document, Adopt Senate Bill 63 Phase 1 Financial Efficiency Review Early Action Strategies (Board item 26-249, June 11, 2026)", "url": "https://bart.legistar1.com/bart/attachments/f481d4b4-6b24-4789-92f2-babbcbc4b5d2.pdf", "page": "2-3", "type": "board_item" }, { "title": "BART Board adopts FY27 budget with $18M in cuts and reductions in employee headcount (June 11, 2026)", "url": "https://www.bart.gov/news/articles/2026/news20260611", "page": null, "type": "news_release" }, { "title": "BART Board of Directors response to 2025-2026 Contra Costa County Civil Grand Jury Report No. 2608", "url": "https://contracosta.courts.ca.gov/system/files/general/response-report-no-2608-bart-board-directors.pdf", "page": 22, "type": "agency_document" }, { "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": "8-9", "type": "board_item" } ], "notes": "BART Board minutes for June 11, 2026 were not yet published in Legistar when checked. Adoption is documented by BART's June 11 news release, BART's grand jury response (p. 22: \"on June 11, 2026, the BART Board approved all eight recommendations\"), and MTC Res. 4743." }, { "id": "bart-p1-retail-amenity-study", "agency": "BART", "phase": 1, "recommendation": "Study the benefits, challenges, and opportunities of expanding retail and amenity partnerships at stations.", "category": "revenue", "action_type": "study", "action_type_basis": "conduct a study to assess the benefits, challenges, and opportunities", "action_type_source": "adopted", "adopted_wording": "Expand retail and/or amenity partnerships: conduct a study to assess the benefits, challenges, and opportunities of expanding retail and/or amenity partnerships at stations.", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-11", "description": "Board item 26-249: adoption of the early action strategies identified for BART in the Phase 1 report, as listed in the Executive Decision Document. Considered at the same meeting as the FY27 budget." }, "status": "adopted", "status_as_of": "2026-11-04", "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": 58, "type": "report" }, { "title": "BART Executive Decision Document, Adopt Senate Bill 63 Phase 1 Financial Efficiency Review Early Action Strategies (Board item 26-249, June 11, 2026)", "url": "https://bart.legistar1.com/bart/attachments/f481d4b4-6b24-4789-92f2-babbcbc4b5d2.pdf", "page": "2-3", "type": "board_item" }, { "title": "BART Board adopts FY27 budget with $18M in cuts and reductions in employee headcount (June 11, 2026)", "url": "https://www.bart.gov/news/articles/2026/news20260611", "page": null, "type": "news_release" }, { "title": "BART Board of Directors response to 2025-2026 Contra Costa County Civil Grand Jury Report No. 2608", "url": "https://contracosta.courts.ca.gov/system/files/general/response-report-no-2608-bart-board-directors.pdf", "page": 22, "type": "agency_document" }, { "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": 9, "type": "board_item" } ], "notes": "The Oversight Committee added this strategy by motion on May 22, 2026 (report p. 58, footnote 19). BART Board minutes for June 11, 2026 were not yet published in Legistar when checked. Adoption is documented by BART's June 11 news release, BART's grand jury response (p. 22: \"on June 11, 2026, the BART Board approved all eight recommendations\"), and MTC Res. 4743." }, { "id": "bart-p1-speed-reliability", "agency": "BART", "phase": 1, "recommendation": "Identify more ways to improve travel time and reliability through changes to scheduling, operations, or investment in new systems or capital projects.", "category": "service planning", "action_type": "study", "action_type_basis": "identify additional opportunities to improve transit travel time and reliability", "action_type_source": "adopted", "adopted_wording": "Improve 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.", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-11", "description": "Board item 26-249: adoption of the early action strategies identified for BART in the Phase 1 report, as listed in the Executive Decision Document. Considered at the same meeting as the FY27 budget." }, "status": "adopted", "status_as_of": "2026-11-04", "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": 58, "type": "report" }, { "title": "BART Executive Decision Document, Adopt Senate Bill 63 Phase 1 Financial Efficiency Review Early Action Strategies (Board item 26-249, June 11, 2026)", "url": "https://bart.legistar1.com/bart/attachments/f481d4b4-6b24-4789-92f2-babbcbc4b5d2.pdf", "page": "2-3", "type": "board_item" }, { "title": "BART Board adopts FY27 budget with $18M in cuts and reductions in employee headcount (June 11, 2026)", "url": "https://www.bart.gov/news/articles/2026/news20260611", "page": null, "type": "news_release" }, { "title": "BART Board of Directors response to 2025-2026 Contra Costa County Civil Grand Jury Report No. 2608", "url": "https://contracosta.courts.ca.gov/system/files/general/response-report-no-2608-bart-board-directors.pdf", "page": 22, "type": "agency_document" }, { "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": 9, "type": "board_item" } ], "notes": "BART Board minutes for June 11, 2026 were not yet published in Legistar when checked. Adoption is documented by BART's June 11 news release, BART's grand jury response (p. 22: \"on June 11, 2026, the BART Board approved all eight recommendations\"), and MTC Res. 4743." }, { "id": "bart-p1-shorter-trains", "agency": "BART", "phase": 1, "recommendation": "Run shorter trains during lower-demand periods to better match the cost of service to the fare revenue it generates at different times and days.", "category": "service planning", "action_type": "action", "action_type_basis": "run shorter trains during lower-demand periods", "action_type_source": "adopted", "adopted_wording": "Right-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.", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-11", "description": "Board item 26-249: adoption of the early action strategies identified for BART in the Phase 1 report, as listed in the Executive Decision Document. Considered at the same meeting as the FY27 budget." }, "status": "adopted", "status_as_of": "2026-11-04", "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": "58-59", "type": "report" }, { "title": "BART Executive Decision Document, Adopt Senate Bill 63 Phase 1 Financial Efficiency Review Early Action Strategies (Board item 26-249, June 11, 2026)", "url": "https://bart.legistar1.com/bart/attachments/f481d4b4-6b24-4789-92f2-babbcbc4b5d2.pdf", "page": "2-3", "type": "board_item" }, { "title": "BART Board adopts FY27 budget with $18M in cuts and reductions in employee headcount (June 11, 2026)", "url": "https://www.bart.gov/news/articles/2026/news20260611", "page": null, "type": "news_release" }, { "title": "BART Board of Directors response to 2025-2026 Contra Costa County Civil Grand Jury Report No. 2608", "url": "https://contracosta.courts.ca.gov/system/files/general/response-report-no-2608-bart-board-directors.pdf", "page": 22, "type": "agency_document" }, { "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": 10, "type": "board_item" } ], "notes": "The report states BART began running shorter trains in September 2023 and realized $12 million in annual savings (p. 58); that figure describes past savings, not an estimate for this strategy. BART Board minutes for June 11, 2026 were not yet published in Legistar when checked. Adoption is documented by BART's June 11 news release, BART's grand jury response (p. 22: \"on June 11, 2026, the BART Board approved all eight recommendations\"), and MTC Res. 4743." }, { "id": "bart-p1-sfo-lease-terms", "agency": "BART", "phase": 1, "recommendation": "Explore renegotiating the SFO lease payment so it better reflects the benefits, costs, incentives, and risks of BART service to the airport for both parties.", "category": "procurement", "action_type": "study", "action_type_basis": "exploring terms of the San Francisco International Airport (SFO) Lease Agreement for possible renegotiation", "action_type_source": "adopted", "adopted_wording": "Examine 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;", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-11", "description": "Board item 26-249: adoption of the early action strategies identified for BART in the Phase 1 report, as listed in the Executive Decision Document. Considered at the same meeting as the FY27 budget." }, "status": "adopted", "status_as_of": "2026-11-04", "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": 59, "type": "report" }, { "title": "BART Executive Decision Document, Adopt Senate Bill 63 Phase 1 Financial Efficiency Review Early Action Strategies (Board item 26-249, June 11, 2026)", "url": "https://bart.legistar1.com/bart/attachments/f481d4b4-6b24-4789-92f2-babbcbc4b5d2.pdf", "page": "2-3", "type": "board_item" }, { "title": "BART Board adopts FY27 budget with $18M in cuts and reductions in employee headcount (June 11, 2026)", "url": "https://www.bart.gov/news/articles/2026/news20260611", "page": null, "type": "news_release" }, { "title": "BART Board of Directors response to 2025-2026 Contra Costa County Civil Grand Jury Report No. 2608", "url": "https://contracosta.courts.ca.gov/system/files/general/response-report-no-2608-bart-board-directors.pdf", "page": 22, "type": "agency_document" }, { "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": 10, "type": "board_item" } ], "notes": "Table 25 of the report (p. 54) lists \"Examine contracts for opportunities to reduce costs\" as a Strategy for Future Consideration, while the BART section (p. 59) lists this action as an Early Action Strategy. BART Board minutes for June 11, 2026 were not yet published in Legistar when checked. Adoption is documented by BART's June 11 news release, BART's grand jury response (p. 22: \"on June 11, 2026, the BART Board approved all eight recommendations\"), and MTC Res. 4743." }, { "id": "bart-p1-insurance-paratransit-contracts", "agency": "BART", "phase": 1, "recommendation": "Identify opportunities to renegotiate contracts, such as insurance and paratransit, to improve flexibility and achieve one-time or long-term savings.", "category": "procurement", "action_type": "study", "action_type_basis": "identification of opportunities for renegotiation of various contracts", "action_type_source": "adopted", "adopted_wording": "Examine 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.", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-11", "description": "Board item 26-249: adoption of the early action strategies identified for BART in the Phase 1 report, as listed in the Executive Decision Document. Considered at the same meeting as the FY27 budget." }, "status": "adopted", "status_as_of": "2026-11-04", "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": 59, "type": "report" }, { "title": "BART Executive Decision Document, Adopt Senate Bill 63 Phase 1 Financial Efficiency Review Early Action Strategies (Board item 26-249, June 11, 2026)", "url": "https://bart.legistar1.com/bart/attachments/f481d4b4-6b24-4789-92f2-babbcbc4b5d2.pdf", "page": "2-3", "type": "board_item" }, { "title": "BART Board adopts FY27 budget with $18M in cuts and reductions in employee headcount (June 11, 2026)", "url": "https://www.bart.gov/news/articles/2026/news20260611", "page": null, "type": "news_release" }, { "title": "BART Board of Directors response to 2025-2026 Contra Costa County Civil Grand Jury Report No. 2608", "url": "https://contracosta.courts.ca.gov/system/files/general/response-report-no-2608-bart-board-directors.pdf", "page": 22, "type": "agency_document" }, { "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": 10, "type": "board_item" } ], "notes": "Table 25 of the report (p. 54) lists \"Examine contracts for opportunities to reduce costs\" as a Strategy for Future Consideration, while the BART section (p. 59) lists this action as an Early Action Strategy. BART Board minutes for June 11, 2026 were not yet published in Legistar when checked. Adoption is documented by BART's June 11 news release, BART's grand jury response (p. 22: \"on June 11, 2026, the BART Board approved all eight recommendations\"), and MTC Res. 4743." }, { "id": "bart-p1-baypass-expansion", "agency": "BART", "phase": 1, "recommendation": "In consultation with MTC, identify the internal resources and supporting policies needed to expand Clipper BayPass to more institutions and employers.", "category": "ridership/customer experience", "action_type": "study", "action_type_basis": "identify internal resource requirements and supportive policies", "action_type_source": "adopted", "adopted_wording": "Expand 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.", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-11", "description": "Board item 26-249: adoption of the early action strategies identified for BART in the Phase 1 report, as listed in the Executive Decision Document. Considered at the same meeting as the FY27 budget." }, "status": "adopted", "status_as_of": "2026-11-04", "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": 59, "type": "report" }, { "title": "BART Executive Decision Document, Adopt Senate Bill 63 Phase 1 Financial Efficiency Review Early Action Strategies (Board item 26-249, June 11, 2026)", "url": "https://bart.legistar1.com/bart/attachments/f481d4b4-6b24-4789-92f2-babbcbc4b5d2.pdf", "page": "2-3", "type": "board_item" }, { "title": "BART Board adopts FY27 budget with $18M in cuts and reductions in employee headcount (June 11, 2026)", "url": "https://www.bart.gov/news/articles/2026/news20260611", "page": null, "type": "news_release" }, { "title": "BART Board of Directors response to 2025-2026 Contra Costa County Civil Grand Jury Report No. 2608", "url": "https://contracosta.courts.ca.gov/system/files/general/response-report-no-2608-bart-board-directors.pdf", "page": 22, "type": "agency_document" }, { "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": 10, "type": "board_item" } ], "notes": "BART Board minutes for June 11, 2026 were not yet published in Legistar when checked. Adoption is documented by BART's June 11 news release, BART's grand jury response (p. 22: \"on June 11, 2026, the BART Board approved all eight recommendations\"), and MTC Res. 4743." }, { "id": "caltrain-p1-parking-revenue", "agency": "Caltrain", "phase": 1, "recommendation": "Increase parking revenue through measures such as expanded days or hours of paid parking, rate changes, more enforcement, and leasing or permitting parking at under-used lots.", "category": "revenue", "action_type": "study", "action_type_basis": "Evaluate opportunities to increase parking revenue", "action_type_source": "adopted", "adopted_wording": "Enhance parking revenue. Evaluate opportunities to increase parking revenue through measures like rate adjustments, expanded enforcement, and leasing or permitting parking at under-utilized facilities.", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-04", "description": "Board adopted Resolution No. 2026-28, Adopt Senate Bill 63 Phase 1 Financial Efficiency Review Early Action Strategies (motion Heminger/Cohen; 8 ayes, 0 noes, 1 absent)." }, "status": "adopted", "status_as_of": "2026-11-04", "sources": [ { "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" } ], "notes": null }, { "id": "caltrain-p1-fiber-leasing", "agency": "Caltrain", "phase": 1, "recommendation": "Earn more revenue from fiber-optic and other communications assets, mainly through additional leasing.", "category": "revenue", "action_type": "action", "action_type_basis": "Advance monetization of Caltrain's fiber optic and communications assets", "action_type_source": "adopted", "adopted_wording": "Lease 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.", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-04", "description": "Board adopted Resolution No. 2026-28, Adopt Senate Bill 63 Phase 1 Financial Efficiency Review Early Action Strategies (motion Heminger/Cohen; 8 ayes, 0 noes, 1 absent)." }, "status": "adopted", "status_as_of": "2026-11-04", "sources": [ { "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" } ], "notes": null }, { "id": "caltrain-p1-retail-amenity-study", "agency": "Caltrain", "phase": 1, "recommendation": "Study the benefits, challenges, and opportunities of expanding retail and amenity partnerships at stations.", "category": "revenue", "action_type": "study", "action_type_basis": "Conduct a study to assess benefits, challenges, and opportunities", "action_type_source": "adopted", "adopted_wording": "Identify 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.", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-04", "description": "Board adopted Resolution No. 2026-28, Adopt Senate Bill 63 Phase 1 Financial Efficiency Review Early Action Strategies (motion Heminger/Cohen; 8 ayes, 0 noes, 1 absent)." }, "status": "adopted", "status_as_of": "2026-11-04", "sources": [ { "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" } ], "notes": "The Oversight Committee added this strategy by motion on May 22, 2026 (report p. 60, footnote 20)." }, { "id": "caltrain-p1-operator-contract-study", "agency": "Caltrain", "phase": 1, "recommendation": "Study where administration of the train operations contract, work practices, or other processes could be made more efficient without affecting safety, reliability, or compliance.", "category": "procurement", "action_type": "action", "action_type_basis": "Incorporate cost efficiencies and improvements to the Operations and Maintenance contract", "action_type_source": "adopted", "adopted_wording": "Examine 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.", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-04", "description": "Board adopted Resolution No. 2026-28, Adopt Senate Bill 63 Phase 1 Financial Efficiency Review Early Action Strategies (motion Heminger/Cohen; 8 ayes, 0 noes, 1 absent)." }, "status": "adopted", "status_as_of": "2026-11-04", "sources": [ { "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" } ], "notes": "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." }, { "id": "caltrain-p1-energy-storage-study", "agency": "Caltrain", "phase": 1, "recommendation": "Study the feasibility of storing electricity that trains return to the grid, including the value of the energy, how it could be collected, and costs and benefits.", "category": "energy", "action_type": "study", "action_type_basis": "Conduct a study about the feasibility of energy storage", "action_type_source": "adopted", "adopted_wording": "Explore 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.", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-04", "description": "Board adopted Resolution No. 2026-28, Adopt Senate Bill 63 Phase 1 Financial Efficiency Review Early Action Strategies (motion Heminger/Cohen; 8 ayes, 0 noes, 1 absent)." }, "status": "adopted", "status_as_of": "2026-11-04", "sources": [ { "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" } ], "notes": null }, { "id": "caltrain-p1-gopass-baypass-expansion", "agency": "Caltrain", "phase": 1, "recommendation": "In consultation with MTC, identify the internal resources and supporting policies needed to expand Clipper BayPass or GoPass to more institutions and employers.", "category": "ridership/customer experience", "action_type": "action", "action_type_basis": "Implement strategies to further expand GoPass and/or Clipper BayPass enrollment", "action_type_source": "adopted", "adopted_wording": "Expand 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.", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-04", "description": "Board adopted Resolution No. 2026-28, Adopt Senate Bill 63 Phase 1 Financial Efficiency Review Early Action Strategies (motion Heminger/Cohen; 8 ayes, 0 noes, 1 absent)." }, "status": "adopted", "status_as_of": "2026-11-04", "sources": [ { "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" } ], "notes": null }, { "id": "sfmta-p1-fare-compliance-study", "agency": "SFMTA", "phase": 1, "recommendation": "Study fare compliance and enforcement: measure compliance, learn why riders do not pay, identify the staff, technology, and administrative resources needed, and develop a funding and implementation plan.", "category": "revenue", "action_type": "study", "action_type_basis": "Conduct a fare compliance and enforcement study", "action_type_source": "adopted", "adopted_wording": "Improve 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.", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-16", "description": "Board adopted Resolution No. 260616-052, adopting the Recommended Early Action Strategies listed in the resolution (items A through J) as SFMTA policy and directing staff to pursue them." }, "status": "adopted", "status_as_of": "2026-11-04", "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": 62, "type": "report" }, { "title": "SFMTA Board of Directors Resolution No. 260616-052 (June 16, 2026)", "url": "https://www.sfmta.com/media/45289/download?inline", "page": "2-3", "type": "board_item" }, { "title": "SFMTA Board Adopts MTC Financial Efficiency Recommendations (June 16, 2026)", "url": "https://www.sfmta.com/press-releases/press-release-sfmta-board-adopts-mtc-financial-efficiency-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": 15, "type": "board_item" } ], "notes": "Item A in Resolution No. 260616-052." }, { "id": "sfmta-p1-parking-revenue", "agency": "SFMTA", "phase": 1, "recommendation": "Increase parking revenue through measures such as expanded days or hours of paid parking, rate changes, more enforcement, and leasing or permitting parking at under-used facilities.", "category": "revenue", "action_type": "action", "action_type_basis": "Enhance parking revenue through measures like", "action_type_source": "adopted", "adopted_wording": "Enhance 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.", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-16", "description": "Board adopted Resolution No. 260616-052, adopting the Recommended Early Action Strategies listed in the resolution (items A through J) as SFMTA policy and directing staff to pursue them." }, "status": "adopted", "status_as_of": "2026-11-04", "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": 62, "type": "report" }, { "title": "SFMTA Board of Directors Resolution No. 260616-052 (June 16, 2026)", "url": "https://www.sfmta.com/media/45289/download?inline", "page": "2-3", "type": "board_item" }, { "title": "SFMTA Board Adopts MTC Financial Efficiency Recommendations (June 16, 2026)", "url": "https://www.sfmta.com/press-releases/press-release-sfmta-board-adopts-mtc-financial-efficiency-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": "15-16", "type": "board_item" } ], "notes": "Item B in Resolution No. 260616-052." }, { "id": "sfmta-p1-retail-amenity-study", "agency": "SFMTA", "phase": 1, "recommendation": "Study the benefits, challenges, and opportunities of expanding retail and amenity partnerships at bus stops and stations.", "category": "revenue", "action_type": "study", "action_type_basis": "Study the benefits, challenges, and opportunities", "action_type_source": "report", "adopted_wording": null, "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": null, "target_completion_basis": null, "board_action": { "date": "2026-06-16", "description": "Board action on the Phase 1 early action strategies (Resolution No. 260616-052). This strategy was not among those adopted." }, "status": "not_adopted", "status_as_of": "2026-11-04", "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": 62, "type": "report" }, { "title": "SFMTA Board of Directors Resolution No. 260616-052 (June 16, 2026)", "url": "https://www.sfmta.com/media/45289/download?inline", "page": 2, "type": "board_item" }, { "title": "SFMTA Board Adopts MTC Financial Efficiency Recommendations (June 16, 2026)", "url": "https://www.sfmta.com/press-releases/press-release-sfmta-board-adopts-mtc-financial-efficiency-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": "15-18", "type": "board_item" } ], "notes": "The Oversight Committee added this strategy by motion on May 22, 2026 (report p. 62, footnote 21). It is not among items A through J in Resolution No. 260616-052, which the resolution describes as the report's Recommended Early Action Strategies, and MTC Res. 4743 does not list it among SFMTA's adopted strategies. SFMTA's June 16, 2026 press release says the Board \"voted to adopt all the recommendations\" and lists nine strategy areas; this strategy is not among them." }, { "id": "sfmta-p1-zeb-deferral", "agency": "SFMTA", "phase": 1, "recommendation": "Coordinate with other Bay Area transit agencies to seek a deferral of the state's zero-emission bus transition requirements.", "category": "capital", "action_type": "advocacy", "action_type_basis": "seek deferral of ZEB transition requirements", "action_type_source": "adopted", "adopted_wording": "Evaluate Zero-Emission Bus (ZEB) Transition program for Cost Efficiency: Coordinate with peer agencies in the Bay Area to seek deferral of ZEB transition requirements.", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-16", "description": "Board adopted Resolution No. 260616-052, adopting the Recommended Early Action Strategies listed in the resolution (items A through J) as SFMTA policy and directing staff to pursue them." }, "status": "adopted", "status_as_of": "2026-11-04", "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": 62, "type": "report" }, { "title": "SFMTA Board of Directors Resolution No. 260616-052 (June 16, 2026)", "url": "https://www.sfmta.com/media/45289/download?inline", "page": "2-3", "type": "board_item" }, { "title": "SFMTA Board Adopts MTC Financial Efficiency Recommendations (June 16, 2026)", "url": "https://www.sfmta.com/press-releases/press-release-sfmta-board-adopts-mtc-financial-efficiency-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": 16, "type": "board_item" } ], "notes": "Item C in Resolution No. 260616-052." }, { "id": "sfmta-p1-scheduling-efficiencies", "agency": "SFMTA", "phase": 1, "recommendation": "Identify and carry out scheduling efficiencies that do not affect service to riders, such as changing how operator shifts are structured.", "category": "labor/overtime", "action_type": "action", "action_type_basis": "Identify and enact scheduling efficiencies", "action_type_source": "adopted", "adopted_wording": "Examine 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.", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-16", "description": "Board adopted Resolution No. 260616-052, adopting the Recommended Early Action Strategies listed in the resolution (items A through J) as SFMTA policy and directing staff to pursue them." }, "status": "adopted", "status_as_of": "2026-11-04", "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": 62, "type": "report" }, { "title": "SFMTA Board of Directors Resolution No. 260616-052 (June 16, 2026)", "url": "https://www.sfmta.com/media/45289/download?inline", "page": "2-3", "type": "board_item" }, { "title": "SFMTA Board Adopts MTC Financial Efficiency Recommendations (June 16, 2026)", "url": "https://www.sfmta.com/press-releases/press-release-sfmta-board-adopts-mtc-financial-efficiency-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": 16, "type": "board_item" } ], "notes": "Item D in Resolution No. 260616-052." }, { "id": "sfmta-p1-attendance-incentives", "agency": "SFMTA", "phase": 1, "recommendation": "Offer operator attendance incentives on high-priority routes.", "category": "labor/overtime", "action_type": "action", "action_type_basis": "Offer incentives for attendance", "action_type_source": "adopted", "adopted_wording": "Offer incentives to improve attendance: Offer incentives for attendance for high-priority routes.", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-16", "description": "Board adopted Resolution No. 260616-052, adopting the Recommended Early Action Strategies listed in the resolution (items A through J) as SFMTA policy and directing staff to pursue them." }, "status": "adopted", "status_as_of": "2026-11-04", "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": 62, "type": "report" }, { "title": "SFMTA Board of Directors Resolution No. 260616-052 (June 16, 2026)", "url": "https://www.sfmta.com/media/45289/download?inline", "page": "2-3", "type": "board_item" }, { "title": "SFMTA Board Adopts MTC Financial Efficiency Recommendations (June 16, 2026)", "url": "https://www.sfmta.com/press-releases/press-release-sfmta-board-adopts-mtc-financial-efficiency-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": 16, "type": "board_item" } ], "notes": "Item E in Resolution No. 260616-052." }, { "id": "sfmta-p1-bus-stop-optimization", "agency": "SFMTA", "phase": 1, "recommendation": "Study where bus stop spacing or location slows service, quantify the benefits of changes, and develop a funding and implementation plan.", "category": "service planning", "action_type": "study", "action_type_basis": "Conduct a bus stop optimization study", "action_type_source": "adopted", "adopted_wording": "Improve 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.", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-16", "description": "Board adopted Resolution No. 260616-052, adopting the Recommended Early Action Strategies listed in the resolution (items A through J) as SFMTA policy and directing staff to pursue them." }, "status": "adopted", "status_as_of": "2026-11-04", "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": 63, "type": "report" }, { "title": "SFMTA Board of Directors Resolution No. 260616-052 (June 16, 2026)", "url": "https://www.sfmta.com/media/45289/download?inline", "page": "2-3", "type": "board_item" }, { "title": "SFMTA Board Adopts MTC Financial Efficiency Recommendations (June 16, 2026)", "url": "https://www.sfmta.com/press-releases/press-release-sfmta-board-adopts-mtc-financial-efficiency-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": 17, "type": "board_item" } ], "notes": "Item F in Resolution No. 260616-052." }, { "id": "sfmta-p1-transit-priority-reinvestment", "agency": "SFMTA", "phase": 1, "recommendation": "Continue reinvesting savings from transit priority projects back into service.", "category": "service planning", "action_type": "action", "action_type_basis": "Continue reinvestment of transit priority savings into service", "action_type_source": "adopted", "adopted_wording": "Improve Speed and Reliability of Service: Continue reinvestment of transit priority savings into service.", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-16", "description": "Board adopted Resolution No. 260616-052, adopting the Recommended Early Action Strategies listed in the resolution (items A through J) as SFMTA policy and directing staff to pursue them." }, "status": "adopted", "status_as_of": "2026-11-04", "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": 63, "type": "report" }, { "title": "SFMTA Board of Directors Resolution No. 260616-052 (June 16, 2026)", "url": "https://www.sfmta.com/media/45289/download?inline", "page": "2-3", "type": "board_item" }, { "title": "SFMTA Board Adopts MTC Financial Efficiency Recommendations (June 16, 2026)", "url": "https://www.sfmta.com/press-releases/press-release-sfmta-board-adopts-mtc-financial-efficiency-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": 17, "type": "board_item" } ], "notes": "Item G in Resolution No. 260616-052." }, { "id": "sfmta-p1-shorter-trains", "agency": "SFMTA", "phase": 1, "recommendation": "Identify more opportunities to run shorter light-rail trains during lower-demand periods.", "category": "service planning", "action_type": "study", "action_type_basis": "Identify more opportunities to run shorter trains", "action_type_source": "adopted", "adopted_wording": "Right-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.", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-16", "description": "Board adopted Resolution No. 260616-052, adopting the Recommended Early Action Strategies listed in the resolution (items A through J) as SFMTA policy and directing staff to pursue them." }, "status": "adopted", "status_as_of": "2026-11-04", "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": 63, "type": "report" }, { "title": "SFMTA Board of Directors Resolution No. 260616-052 (June 16, 2026)", "url": "https://www.sfmta.com/media/45289/download?inline", "page": "2-3", "type": "board_item" }, { "title": "SFMTA Board Adopts MTC Financial Efficiency Recommendations (June 16, 2026)", "url": "https://www.sfmta.com/press-releases/press-release-sfmta-board-adopts-mtc-financial-efficiency-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": 17, "type": "board_item" } ], "notes": "Item H in Resolution No. 260616-052." }, { "id": "sfmta-p1-contract-review", "agency": "SFMTA", "phase": 1, "recommendation": "Review high-spend contracts to determine whether the services can be provided at lower cost.", "category": "procurement", "action_type": "study", "action_type_basis": "Conduct a review of high-spend contracts", "action_type_source": "adopted", "adopted_wording": "Identify 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.", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-16", "description": "Board adopted Resolution No. 260616-052, adopting the Recommended Early Action Strategies listed in the resolution (items A through J) as SFMTA policy and directing staff to pursue them." }, "status": "adopted", "status_as_of": "2026-11-04", "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": 63, "type": "report" }, { "title": "SFMTA Board of Directors Resolution No. 260616-052 (June 16, 2026)", "url": "https://www.sfmta.com/media/45289/download?inline", "page": "2-3", "type": "board_item" }, { "title": "SFMTA Board Adopts MTC Financial Efficiency Recommendations (June 16, 2026)", "url": "https://www.sfmta.com/press-releases/press-release-sfmta-board-adopts-mtc-financial-efficiency-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": "17-18", "type": "board_item" } ], "notes": "Item I in Resolution No. 260616-052." }, { "id": "sfmta-p1-baypass-expansion", "agency": "SFMTA", "phase": 1, "recommendation": "In consultation with MTC, identify the internal resources and supporting policies needed to adopt or expand pass programs like Clipper BayPass with more institutions and employers.", "category": "ridership/customer experience", "action_type": "study", "action_type_basis": "identify internal resource requirements and supportive policies", "action_type_source": "adopted", "adopted_wording": "Expand 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.", "estimated_savings_usd": null, "savings_basis": "The Phase 1 report does not estimate savings for this strategy.", "required_by": "m-2026-07-01-operator-adoption", "target_completion": "2029-06", "target_completion_basis": "Estimated completion date in MTC Res. 4743, Attachment A.", "board_action": { "date": "2026-06-16", "description": "Board adopted Resolution No. 260616-052, adopting the Recommended Early Action Strategies listed in the resolution (items A through J) as SFMTA policy and directing staff to pursue them." }, "status": "adopted", "status_as_of": "2026-11-04", "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": 63, "type": "report" }, { "title": "SFMTA Board of Directors Resolution No. 260616-052 (June 16, 2026)", "url": "https://www.sfmta.com/media/45289/download?inline", "page": "2-3", "type": "board_item" }, { "title": "SFMTA Board Adopts MTC Financial Efficiency Recommendations (June 16, 2026)", "url": "https://www.sfmta.com/press-releases/press-release-sfmta-board-adopts-mtc-financial-efficiency-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": 18, "type": "board_item" } ], "notes": "Item J in Resolution No. 260616-052." } ] }