Staff memo to the Board of Directors, March 12 - AC Transit

AC TRANSIT DISTRICTBoard of DirectorsExecutive SummaryCommittees:Planning CommitteeExternal Affairs CommitteeRider Complaint CommitteeBoard of Directors□□GM Memo No. 07-273bMeeting Date: March 12, 2008Finance and Audit Committee □Operations Committee I]Paratransit CommitteeHFinancing Corporation □SUBJECT:Consider Fare Proposals for District's Budgeted Fare Increase and Recommend Setting APublic HearingRECOMMENDED ACTION:□ Information Only □ Briefing Item [X] Recommended MotionConsider Fare Proposals for Districts' Budgeted Fare Increase and RecommendSetting a Public HearingFiscal Impact:Depending on Board decision, fare revenue impacts range between $0 and $9.2 million foreach FY 08/09 and beyond.Background/Discussion:On January 23, 2008, the Board was presented GM-Memo 07-273a which detailed four fareproposals and recommended setting a public hearing. After Board discussion, additionaldata was requested for review (Attachment A). The request included a breakout of revenuemiles and farebox revenue by local and transbay, however, revenue miles are not tracked inthis manner and, as the allocation by fare category of farebox cash is by formula determinedby survey and does not change statistically over time, both data points are presented asDistrict-wide figures. Staff review of the data follows. Additionally, a fifth idea for a fareproposal was presented (Attachment B). As a reminder, fare proposals may apply to theDumbarton Express pending the Dumbarton Express Consortium's approval.Fare Structure. Total Farebox Revenue and Revenue MilesSince FY 94/95, the District has implemented five fare changes. In FY 94/95, a Local onlyincrease was implemented bringing the base fare to $1.25. This was a 13.63% increaseover the previous base fare of $1.10. The following year saw a 10.74% rise in fareboxBOARD ACTION: Approved as Recommended [ ]Approved with Modification(s) [ ]OtherThe above order was passed on:Linda A. Nemeroff, District SecretaryBy

GM Memo No. 07-273bMeeting Date: March 12, 2008Page 2 of 4revenue but also a 5.1% drop in revenue miles. Revenue miles continued to fall thefollowing year (over 11%) but only a 2.37% drop in farebox revenue was realized. This islikely due to the selective elimination of under-utilized routes. In FY 97/98, an 8.69%increase in farebox revenue was realized with only a slight increase in revenue miles(0.88%). Staff believes that riders who may have left the system directly after the fareincrease slowly returned as the fare and service changes settled.The next fare increase was in FY 98/99 and was Transbay only. The District recognized a10.38% increase in revenue the following year from this segment of our ridership butrevenue miles also increased a robust 8.26%.Local fares were raised in FY 99/00 (approximately 8%) and farebox revenue again rose(6.46%) in response. But revenue miles continued to rise this year and the next, another8.26% and 5.85% respectively. Additionally, the UC Berkeley Class Pass was introducedgiving over 30,000 students unlimited access to the entire system. Also at this time, newmagnetic fare media was being distributed for use in the new farebox system, monthlypasses were phased out and 31-Day magnetic passes were introduced.The FY 01/02 fare change introduced the Free Youth Program, the Day Pass and the City ofBerkeley ECO pass with other increases in selected fare media. At the time, staff estimatedthe cost of the Free Youth Program at approximately $4 million and this estimate was largelyborne out as evidenced by the drop of farebox revenue of over 9% in FY 02/03. In FY02/03, the Free Youth program was ended, as was the Day Pass, the Transbay Long-Distance fare structure and the District's participation in the BART-Plus program. Whilerevenue miles was relatively flat (1.52% increase), the diverse changes to the many facetsof the fare structure makes accurately modeling ridership elasticity practically impossible.FY 03/04 saw reductions in service miles (4.97%) while farebox revenue rebounded 7.56%.FY 04/05 saw further reductions in service miles (5.81%, on top of the previous years4.97%) but only a 1.45% reduction in farebox revenues.The FY 05/06 fare change drove farebox revenues a robust 9.87% and another 2.13% in06/07.FYCPI-lndexThe average CPI-index increase during this timeframe was 2.75% while the local base farerose 3.07%. Over the long-term, the annual CPI-index is pegged at 3.00% with periods ofhigher and lower yearly averages. While the average CPI-index is slightly lower, the localbase fare is only slightly higher than the long-term CPI average of 3.00%.Revenue Collected per Revenue Mile EfficiencyIn FY 94/95, the District collected $1.46 per revenue mile (farebox revenues/revenue miles).In FY 06/07, the District collected $2.25 per revenue mile. This averages to an annual

GM Memo No. 07-273bMeeting Date: March 12, 2008Page 3 of 4increase of 1.05%. Allowing for the annual differences between the fare structure (asmeasured by farebox revenue) and the CPI-index, the net increase in the revenue collectedper revenue mile has increased 0.30%. This marks a significant increase in revenuecollected per revenue mile efficiency. If the Youth 31-Day pass was priced at $27, its FY00/01 price, the efficiency percentage increases to 0.76%Youth 31-Day Pass CostStaff estimates that the current cost of the Youth 31-Day pass is approximately $2.5 millionannually. This cost is being borne by the rest of the fare structure, effectively subsidizingone fare category at the expense of others. Additionally, the large price differential betweenthe Youth and Adult pass acts as an incentive for some riders to keep using the Youth passwell past the age limit set for the Youth (17). TRiM data (a rise in Youth TRiM usage) andpass sales data (rise in Youth pass sales and a decline in Adult pass sales) support thisconclusion.Staff ConclusionsAttempts to measure the effect of fare increases on ridership elasticity in a statistically validmethod is a challenge due to the high number of variables, both internal and external,having an effect on the outcome. As detailed in GM-Memo 273 dated November 14, 2007,researchers recommend a 24 month benchmark prior to any change and another 24 monthsafter the change to measure effect. The District experienced substantial changes inrevenue miles after the FY 94/95 fare change and has, since the FY 98/99 fare change,dramatically changed both the fare structure and experienced both rises and falls in revenuemiles making statistically viable analysis problematic.Ridership elasticity can best be seen through the FY 94/95 and FY 05/06 fare increases.The following year realized increases in farebox revenue, although not in direct line with thepercent increase, for a number of reasons (service changes, external factors), including apercentage of patrons who left the system due to the fare increase (initial ridershipelasticity). Farebox revenue increased again the second year after the fare change aspatrons returned to the system or new patrons came on board (another ridership elasticity).Staff recognizes that the District has an elasticity factor when changing fares, however,measuring this factor is again problematic.The District's Statistical Data and Information Analyst, reviewed this GM Memo as well as allrelated documents and data points and concluded, as staff has repeatably, that presenting astatistically supported model on fare elasticity is not viable due to the high number ofvariables and constant changes to these variables.

GM Memo No. 07-273bMeeting Date: March 12, 2008Page 4 of 4RecommendationStaff recommends setting a public hearing regarding the FY 08/09 budgeted fareboxincrease and puts forward Fare Proposal 1 in GM -Memo 08-273a as the District's preferredoption.Prior Relevant Board Actions/Policies:GM Memo 07-273: Review of options to FY 08/09 budgeted fare increase.GM Memo 08-273a: Consider fare proposals for District's budgeted fare increase andrecommend setting a public hearing.Attachments:A. Fare Structure, Total Farebox Revenue, Revenue Miles and CPI Index FY94/95 - FY 06/07B. Fare Proposal 5 (CPI Index on 5 year cycle)C. GM Memo 08-273aApproved by:Rick Fernandez, General ManagerPrepared by:Deborah McClain, Chief Financial OfficerKathleen Kelly, Chief Transportation OfficerNancy Skowbo, Deputy General Manager, Service DevelopmentVictoria Wake, Marketing & Community Relations ManagerKen Rhodes, Customer Services ManagerCampbell Jung, Statistical Data and Information AnalystDan Lillin, Treasury ManagerDate Prepared: February 13, 2008

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pa 2 of 2FYWOOFYCOSHF«rebo« Detail FYCOflH Farebox Detail FY 01/02FY01fl2FY 02/03FY 02*03 FY 03104Far»bo«Q*aH FYOW FaiebOKDetaP FY04J05FY 05106 Firebox Datttl FY0MI7FY 06107Fire StructureLocal Adutt CashLocal SO CashLocal Youth CashTransbay Baste CoshTnmsbay Discount Cash$18,988,656$599,520$3,122,500$135$0.65$0.65$2.50$1.25$20,342270$642,313$3,345,384$1.35$0.65$0.65$2 JO$1.25$19.271576 $1.50(11.11%)$608,504 $0.75(15.38%)$3,169,293 $075(16.38%)$350(2050%)$150(2050%)$18579.925$566,702$3,055,743$1.50$0.75$0.75$3.00$1.50$19545.247$617,894$3,218,202$150$0 75$075$3.00$150$19,904,603 $1.75(1657%) $21539,789$628,460 $055(1353%) $931,470$3273.337 $055 (1353%) $3549.324$350 (1657%)$1.70 (1353%)4050% (Avg per yr = 3 07%)4157% (Avg per yr = 320%)41.07% (Avg per yr 0.20%)59.09% (Avgperyr = 4.54%)5455% (Avg per yr» 4.19%)Local Adutt PassLocal Youth PassLocal Sr/Ois PassTransbay Pass$4,432,024$2*67.428$2,050,696$888,349$49.00$27.00$13.00$80.00$5X110.185$5050 (2jO4%)$2,917,143 $1540 (-44^44%)$1,949,711 $15.00(15.39%)$1,069,260 $65.00(6.28%)$5,043,343$2547531$1,793^48$1,081,778$6OXM>(2Oj00%)$15.00$2040(33.33%)$10040(1754%)$3,910,367$1.462546$1.716543$1,442,661$60.00$15.00$20.00$100.00$5,622,402$2.441535$2,430,180$1,615,110$1550$20.00$10000$5,177,153 $7050(1657%) $5,929,018$2.634527 $15.00 $2,921,797$2525.659 $20.00 $2,354,408$1.776204 $116.00(16.00%) $2,066,60055.56% (Avg peryr » 4.27%)-40X10% (Avg per yr»-3.07%)8152% (Avg peryr « 6.29%)54.67% (Avg peryr = 4,20%)Local 10-rtde (per ride)Local Y7S/D 10-rfda$2,933,841$1,656,368$1.15$0.55$2,748,635 $1.15$1,999,035 $0.55$2,605,328$1,937,581$150(30^3%)$0.75(36.38%)$1,765,464$1.50$0.75$1.587518$150$0.75$1292265 $1.75(1657%) $1,488,460$601,697 $055(1353%) $677,19775.00% (Avg per yr » 5.76%)70.00% (Avg per yr = 5.38%)Tramtoy 10-rida$3,562,524$2.20$3350.116 $2.20$3552.406$350(36.36%)$3,279,888$3.00$3.608574$300$3,416,909 $350(1657%) $3,711,74094.44% (Avg per yr = 726%)Transbay LD Basic Cash$2.75$2.75n/aftAln/aTransbay LD Pass$90.00$95.00(5.56%)n/on/artfen/aTransbay LO 10-rfde$2.50$2.50n/an/an/a$0.25$0.25$0.25$0.25$025$025$0.250.00%Transfer rules2 hourSntnf tntffid2hcursAinUmted1.5 hours/1 use1.5 hours/1 use15houfs/1use1.5 hours/1 use15 hours/1 useFarebox Total:$41,322,106 $43,874,274 $41,610,690$35,793,876 $41,479,994$41.031234 $44.921523 $44,969,241Comments:Day PassEnd Day PassUC Bear PassCttyofBerketeyEnd Bait PhisFree You*End Free YouthEndTB-LD$47,031,000$44,861,000$40,820,000$43,904,000$43266.000$47536.000$48550.0004551%%tnc/Decoverprevyr6.46%■4 61%•901%7.56%-1.45%9.67%2.13%Avg per Yn 350%22577.73722.957.88523505.70022.14821820.682.45021.1S8.6O521562.605•5.69%% Inc/Dec over prev yr5.85%1.68%1.52%•4.97%-581%1.61%1.72%AvsperYrs -0.44%CPI tndex (Sept of each vrt173.7176.3 181.01852189.9198.8202.93551%% Inc/Dec over prev yr3.45%151%252%254%4.69%2.06%Avg per Yr» 2.75%$2.08$170$1.95$1.74$1.75$1.77$1.98$151tfed based*yearly CPI) (13.6%/13)(350% -2,75%)(136%/13)(3.50%-275%)

Fare Proposal 5 vs. Current£oNro2CDCD

Fare Proposal 5 vs. CurrentopoCOex

Fare Proposals vs. Farebox Budqet* = Budgeted farebox increase. $0.25 increases are assumed in proposals where no future increases are assigned.

GM 07-273b ATT.CAC TRANSIT DISTRICTBoard of DirectorsExecutive SummaryGM Memo No. 07-273aMeeting Date: January 23, 2008Committees:Planning CommitteeExternal Affairs CommitteeRider Complaint CommitteeBoard of Directors□□Finance and Audit CommitteeOperations CommitteeParatransit CommitteeFinancing Corporation□□□QSUBJECT: Consider fare proposals for District's budgeted fare increase andrecommend setting a public hearing.RECOMMENDED ACTION:□ Information Only Briefing Item X Recommended MotionConsider fare proposals for District's budgeted fare increase and recommend settinga public hearing.Fiscal Impact:Depending on Board decision, fare revenue impacts range between $0 and $9.2 millioneach FY 08/09 and beyond.forBackground/Discussion:On November 14, 2007, the Finance Committee was presented GM-Memo 07-273 whichdetailed the need to implement the budgeted FY 08/09 fare increase. After input fromBoard members, and after meeting with various District departments, staff has developed 4fare proposals for Board consideration. Per Board approval during the budget process, fareincrease proposals would by-pass the committee structure and come directly the Board. Adiscussion of each proposal follows:Fare Proposal 1(Staff recommendation)The staff recommendation (attachment A) is presented in two parts. The first, to beimplemented July 1, 2008, calls for a $0.25 increase to the base fare (14.29%) withcorresponding increases to fare media. Additionally, staff recommends that the Youth 31-Day and Sr/Dis monthly passes be priced at 35% of the price of the Local Adult 31-DayBOARD ACTION: Approved as Recommended [ ]Approved with Modification(s) [ ]OtherThe above order was passed on:Linda A. Nemeroff, District SecretaryBy

GM Memo No. 07-273aMeeting Date: January 23, 2008Page 2 of 4pass. Staff recommends that this pricing relationship be carried through future farechanges.The second part of Fare Proposal 1 is regularly scheduled biennial fare increases starting inFY 10/11. A $0.10 increase in the base fare, with corresponding increases in fare media, isfollowed by a $0.15 increase two years later. In this manner, the base fare would be raised$0.25 every four years. This Consumer Priced Index pricing model is currently in effect atBART and is under consideration at a number of transit agencies throughout the country.Please note:- The proposal estimates an increase of $9.2 million in fare revenue. Ofthat, $3.5 million is due to the change in Youth and Sr/Dis passes. Theremainder, $5.7 million, is comparable to the estimate from the fareincrease of 2005, also a $0.25 increase to the base fare.- The revenue generated from the proposed fares helps the District addressthree critical financial issues. The first is farebox recovery requirements(attachment E) that need to be maintained in order to qualify for certainsubsidies. Second, as detailed in GM Memo 07-273, is the increasingexpenses facing the District across a wide-range of expense categoriesincluding medial expenses (up 40.63% since 2005), fuel and oil (up 48.71%since 2005), pension fund contributions (up 57.42% since 2005) and salaryand wages (up 6.71% since 2005). Third is the growing fiscal uncertaintythe state economy and budget is facing and the very strong potential theDistrict may experience cuts from state funding.- The CPI-based increases for the future address the industry and districtneed for better budget forecasting as well as provides a valuable publicservice to our customers. Patrons can better budget their transportationcosts as well as better plan for regularly scheduled increases. Additionally,the CPI-based rate increase percentage gradually declines over time (i.e.averages 3.03% the first four years, 2.70% the second four years, 2.44%the third four years, 2.22% the fourth four years and so on) giving patrons,in effect, a further transit discount.- The fare proposal is in compliance with Measure's AA and BB (attachmentF). Measure AA's stated purpose is to "To protect essential publictransportation services provided by AC Transit, including bus services forschool children, seniors and people with disabilities " and Measure BBwas "To preserve affordable local public transportation services that allowseniors and people with disabilities to remain independent, take students toand from school, help East Bay residents commute to work and reducetraffic and air pollution by reducing the number of cars on the road ".While increasing the current cost of Youth 31-Day and Senior Discount

GM Memo No. 07-273aMeeting Date: January 23, 2008Page 3 of 4monthly passes, it retains a very deep 65% discount off the discountedLocal Adult 31-Day pass.- An across-the-board, straight-line increase, with regularly scheduled CPIadjusted increases as proposed likely complies with Title VI as it does notchange the fare structure. In any event, staff recommends a Title VI reviewof the adopted fare proposal.Fare Proposal 2 (Straight-line)Proposal 2 (attachment B) is a standard straight-line increase of $0.25 with correspondingincreases in fare media with no additional consideration for future years. Youth and Sr/Dispasses increase, but only by the same percentage as the rest of the proposal, and pricing isnot tied to the Local Adult 31-Day pass.Fare Proposal 3 (CPI Index only)Proposal 3 (attachment C) is based on CPI-indexed, regularly scheduled fare increases.The advantages of CPI index-based fare increase are detailed above in Fare Proposal 1.Fare Proposal 4 (no transfer fee)Proposal 4 (attachment D) is similar to the 2005 fare increase ($0.25 increase in base farewith corresponding fare media increases; no change to Youth 31-Day and Sr/Dis monthlypasses) but also eliminates the $0.25 fee for transfers. With no changes in ridershipassumed, this raises only $4.5 million and further increases the disparity between the LocalAdult 31-Day pass and the Youth 31-Day pass.SummaryAttachment G (Fare Proposals vs. Farebox Budget) provides a recap of the effect of all fourproposals as measured against the current Board approved 10-year farebox budget. Forease of comparison, the revenue estimates for all four proposals assume no ridershipchange and 100% recovery of the projected increase. Also for comparison purposes,Attachment H (Fare Structure Review for Selected Transit Agencies) recaps current faresfor the Bay Area transit agencies as well as New York, Chicago and Los Angeles.Staff believes that, based on the 2005 fare increase, the potential exists to recoup a veryhigh percentage of the estimated receipts, but recognizes that the realized revenues may beless than estimated. Staff also believes that the potential for elasticity is the same for all ofthe proposals and any elasticity variation between them will likely be small.

GM Memo No. 07-273aMeeting Date: January 23, 2008Page 4 of 4RecommendationStaff recommends setting a public hearing regarding the FY 08/09 budgeted fareboxincrease and puts forward Fare Proposal 1 as the District's preferred option.Prior Relevant Board Actions/Policies:GM Memo 07-273: Review of options to FY 08/09 budgeted fare increase.Attachments:A. Fare Proposal 1 (Staff Recommendation)B. Fare Proposal 2 (Straightline)C. Fare Proposal 3 (CPI Index only)D. Fare Proposal 4 (No transfer fee)E. Farebox Recovery Requirements RecapF. Measure AA and Measure BBG. Fare Proposals vs. Farebox BudgetH. Fare Structure Review for Selected Transit AgenciesApproved by:Rick Fernandez, General ManagerPrepared by:Deborah McCiain, Chief Financial OfficerKathleen Kelly, Chief Transportation OfficerNancy Skowbo, Deputy General Manager, Service DevelopmentVictoria Wake, Marketing & Community Relations ManagerKen Rhodes, Customer Services ManagerDan Lillin, Treasury ManagerDate Prepared: January 23, 2008

Fare Proposal 1 vs. CurrentGM 273A ATT.AORIGINAL BASELINEStraightline(Actuals for FY 06/07 G/L Bookings Current Fare Proposal 1 Increase % Increase IncreasePROPOSAL 1: $0.25 straight-line increase for all categories and Youth/Sr/Dis pass tied to 35% of Local Adult pass.CashAdult 21,907,773 $1.75 $2.00 $0.25 14.29% 0Transbay $3.50 $4.00 $0.50 14.29% 0(Adult/TB net transfers) 20,707,773 $1.75 $2.00 $0.25 14.29% 2,958,253Youth 3,604,388 $0.85 $1.00 $0.15 17.65% 636,068Sr/Dis 692,042 $0.85 $1.00 $0.15 17.65% 122,125Subtotal: 25,004,203 3,716,44731-Day Pass/MonthlyAdult 5,384,044 $70.00 $80.00 $10.00 14.29% 769,149Youth 2,979,710 $15.00 $28.00 $13.00 86.67% 2,582,415Sr/Dis 2,393,995 $20.00 $28.00 $8.00 40.00% 957,598Transbay 2,273,484 $116.00 $132.50 $16.50 14.22% 323,384Subtotal: 13,031,233 4,632,546Local Rides @ cash fare: 40.00 40.00TB Rides @ cash fare: 33.14 33.1310-Ride TicketAdult 1,427,555 $17.50 $20.00 $2.50 14.29% 203,936Youth/Sr/Dis 542,945 $8.50 $10.00 $1.50 17.65% 95,814Transbay 3,763,305 $35.00 $40.00 $5.00 14.29% 537,615Subtotal: 5,733,805 837,3651-Ride TicketLocal Adult 747,065 $1.75 $2.00 $0.25 14.29% 106,724Youth/Sr/Dis 36,083 $0.85 $1.00 $0.15 17.65% 6,368Transbay 0 $3.50 $4.00 $0.50 14.29% 0Subtotal: 783,148 113,091TransfersTransfer ticket books 91,852 $2.50 $2.50 $0.00 0.00% 04.8 million issued on bus 1,200,000 $0.25 $0.25 $0.00 0.00% 0Translink 173,730TOTAL INCREASE: 9,299,449Other Farebox (ECO passes)TOTAL FAREBOX: 46,017,971 2,625,000 57,942,420NOTES

Proposal 1 con'tORIGINAL BASELINE Straightline Straightline(Actuals for FY 06/07 G/L Bookings Current Fare Proposal 1 Increase % Increase Increase Current Fare Proposal 1 Increase % Increase IncreasePROPOSAL 1: Regularly scheduled fare increases on a biennial cycle after implementation of $0.25 straightlineincrease.Cash July 1, 2010 July 1, 2012Adult 21,907,773 $2.00 $2.10 $0.10 5.00% 0 $2.10 $2.25 $0.15 7.14% 0Transbay $4.00 $4.20 $0.20 5.00% 0 $4.20 $4.50 $0.30 7.14% 0(Adult/TB net transfers) 20,707,773 $2.00 $2.10 $0.10 5.00% 1,183,301 $2.10 $2.25 $0.15 7.14% 1,774,952Youth 3,604,388 $1.00 $1.05 $0.05 5.00% 212,023 $1.05 $1.10 $0.05 4.76% 212,023Sr/Dis 692,042 $1.00 $1.05 $0.05 5.00% 40,708 $1.05 $1.10 $0.05 4.76% 40,708Subtotal: 25,004,203 1,436,032 2,027,68331-Day Pass/MonthlyAdult 5,384,044 $80.00 $84.00 $4.00 5.00% 307,660 $84.00 $90.00 $6.00 7.14% 461,489Youth 2,979,710 $28.00 $29.00 $1.00 3.57% 198,647 $29.00 $31.50 $2.50 8.62% 496,618Sr/Dis 2,393,995 $28.00 $29.00 $1.00 3.57% 119,700 $29.00 $31.50 $2.50 8.62% 299,249Transbay 2,273,484 $132.50 $140.00 $7.50 5.66% 146,993 $140.00 $150.00 $10.00 7.14% 195,990Subtotal: 13,031,233 772,999 1,453,347Local Rides @ cash price: 40.00 40.00 40.00TB Rides @ cash price: 33.13 33.33 33.3310-Ride TicketAdult 1,427,555 $20.00 $21.00 $1.00 5.00% 81,575 $21.00 $22.50 $1.50 7.14% 122,362Youth/Sr/Dis 542,945 $10.00 $10.50 $0.50 5.00% 31,938 $10.50 $11.00 $0.50 4.76% 31,938Transbay 3,763,305 $40.00 $42.00 $2.00 5.00% 215,046 $42.00 $45.00 $3.00 7.14% 322,569Subtotal: 5,733,805 328,559 476,8691-Ride TicketLocal Adult 747,065 $2.00 $2.10 $0.10 5.00% 42,689 $2.10 $2.25 $0.15 7.14% 64,034Youth/Sr/Dis 36,083 $1.00 $1.05 $0.05 5.00% 2,123 $1.05 $1.10 $0.05 4.76% 2,123Transbay 0 $4.00 $4.20 $0.20 5.00% 0 $4.20 $4.50 $0.30 7.14% 0Subtotal: 783,148 44,812 66,157TransfersTransfer ticket books 91,852 $2.50 $2.50 $0.00 0.00% 0 $2.50 $2.50 $0.00 0.00% 04.8 million issued on bus 1,200,000 $0.25 $0.25 $0.00 0.00% 0 $0.25 $0.25 $0.00 0.00% 0Translink 173,730TOTAL INCREASE: 2,582,402 4,024,056$0.25 inc Other Farebox (ECO passesTOTAL FAREBOX: 46,017,971 9,299,449 2,625,000 60,524,822 64,548,878

Proposal 1 con'tStraightlineStraightlineCurrent Fare Proposal 1 Increase % Increase Increase Current Fare Proposal 1 Increase % Increase IncreaseJuly 1, 2014 July 1, 2016$2.25 $2.35 $0.10 4.44% 0 $2.35 $2.50 $0.15 6.38% 0$4.50 $4.70 $0.20 4.44% 0 $4.70 $5.00 $0.30 6.38% 0$2.25 $2.35 $0.10 4.44% 1,183,301 $2.35 $2.50 $0.15 6.38% 1,774,952$1.10 $1.15 $0.05 4.55% 212,023 $1.15 $1.25 $0.10 8.70% 424,046$1.10 $1.15 $0.05 4.55% 40,708 $1.15 $1.25 $0.10 8.70% 81,4171,436,032 2,280,414$90.00 $94.00 $4.00 4.44% 307,660 $94.00 $100.00 $6.00 6.38% 461,489$31.50 $32.50 $1.00 3.17% 198,647 $32.50 $35.00 $2.50 7.69% 496,618$31.50 $32.50 $1.00 3.17% 119,700 $32.50 $35.00 $2.50 7.69% 299,249$150.00 $156.00 $6.00 4.00% 117,594 $156.00 $166.00 $10.00 6.41% 195,990743,601 1,453,34740.00 40.0033.19 33.20$22.50 $23.50 $1.00 4.44% 81,575 $23.50 $25.00 $1.50 6.38% 122,362$11.00 $11.50 $0.50 4.55% 31,938 $11.50 $12.50 $1.00 8.70% 63,876$45.00 $47.00 $2.00 4.44% 215,046 $47.00 $50.00 $3.00 6.38% 322,569328,559 508,807$2.25 $2.35 $0.10 4.44% 42,689 $2.35 $2.50 $0.15 6.38% 64,034$1.10 $1.15 $0.05 4.55% 2,123 $1.15 $1.25 $0.10 8.70% 4,245$4.50 $4.70 $0.20 4.44% 0 $4.70 $5.00 $0.30 6.38% 044,812 68,279$2.50 $2.50 $0.00 0.00% 0 $2.50 $2.50 $0.00 0.00% 0$0.25 $0.25 $0.00 0.00% 0 $0.25 $0.25 $0.00 0.00% 02,553,004 4,310,84767,101,882 71,412,729

Proposal 1 con'tStraightlineStraightlineCurrent Fare Proposal 1 Increase % Increase Increase Current Fare Proposal 1 Increase % Increase IncreaseJuly 1, 2018 July 1, 2020$2.50 $2.60 $0.10 4.00% 0 $2.60 $2.75 $0.15 5.77% 0$5.00 $5.20 $0.20 4.00% 0 $5.20 $5.50 $0.30 5.77% 0$2.50 $2.60 $0.10 4.00% 1,183,301 $2.60 $2.75 $0.15 5.77% 1,774,952$1.25 $1.30 $0.05 4.00% 212,023 $1.30 $1.35 $0.05 3.85% 212,023$1.25 $1.30 $0.05 4.00% 40,708 $1.30 $1.35 $0.05 3.85% 40,7081,436,032 2,027,683$100.00 $104.00 $4.00 4.00% 307,660 $104.00 $110.00 $6.00 5.77% 461,489$35.00 $36.00 $1.00 2.86% 198,647 $36.00 $38.50 $2.50 6.94% 496,618$35.00 $36.00 $1.00 2.86% 119,700 $36.00 $38.50 $2.50 6.94% 299,249$166.00 $172.00 $6.00 3.61% 117,594 $172.00 $182.00 $10.00 5.81% 195,990743,601 1,453,34740.00 40.0033.08 33.09$25.00 $26.00 $1.00 4.00% 81,575 $26.00 $27.50 $1.50 5.77% 122,362$12.50 $13.00 $0.50 4.00% 31,938 $13.00 $13.50 $0.50 3.85% 31,938$50.00 $52.00 $2.00 4.00% 215,046 $52.00 $55.00 $3.00 5.77% 322,569328,559 476,869$2.50 $2.60 $0.10 4.00% 42,689 $2.60 $2.75 $0.15 5.77% 64,034$1.25 $1.30 $0.05 4.00% 2,123 $1.30 $1.35 $0.05 3.85% 2,123$5.00 $5.20 $0.20 4.00% 0 $5.20 $5.50 $0.30 5.77% 044,812 66,157$2.50 $2.50 $0.00 0.00% 0 $2.50 $2.50 $0.00 0.00% 0$0.25 $0.25 $0.00 0.00% 0 $0.25 $0.25 $0.00 0.00% 02,553,004 4,024,05673,965,733 77,989,789

Proposal 1 con'tStraightlineStraightlineCurrent Fare Proposal 1 Increase % Increase Increase Current Fare Proposal 1 Increase % Increase IncreaseJuly 1, 2022 July 1, 2024$2.75 $2.85 $0.10 3.64% 0 $2.85 $3.00 $0.15 5.26% 0$5.50 $5.70 $0.20 3.64% 0 $5.70 $6.00 $0.30 5.26% 0$2.75 $2.85 $0.10 3.64% 1,183,301 $2.85 $3.00 $0.15 5.26% 1,774,952$1.35 $1.40 $0.05 3.70% 212,023 $1.40 $1.50 $0.10 7.14% 424,046$1.35 $1.40 $0.05 3.70% 40,708 $1.40 $1.50 $0.10 7.14% 81,4171,436,032 2,280,414$110.00 $114.00 $4.00 3.64% 307,660 $114.00 $120.00 $6.00 5.26% 461,489$38.50 $39.50 $1.00 2.60% 198,647 $39.50 $42.00 $2.50 6.33% 496,618$38.50 $39.50 $1.00 2.60% 119,700 $39.50 $42.00 $2.50 6.33% 299,249$182.00 $190.00 $8.00 4.40% 156,792 $190.00 $200.00 $10.00 5.26% 195,990782,799 1,453,34740.00 40.0033.33 33.33$27.50 $28.50 $1.00 3.64% 81,575 $28.50 $30.00 $1.50 5.26% 122,362$13.50 $14.00 $0.50 3.70% 31,938 $14.00 $15.00 $1.00 7.14% 63,876$55.00 $57.00 $2.00 3.64% 215,046 $57.00 $60.00 $3.00 5.26% 322,569328,559 508,807$2.75 $2.85 $0.10 3.64% 42,689 $2.85 $3.00 $0.15 5.26% 64,034$1.35 $1.40 $0.05 3.70% 2,123 $1.40 $1.50 $0.10 7.14% 4,245$5.50 $5.70 $0.20 3.64% 0 $5.70 $6.00 $0.30 5.26% 044,812 68,279$2.50 $2.50 $0.00 0.00% 0 $2.50 $2.50 $0.00 0.00% 0$0.25 $0.25 $0.00 0.00% 0 $0.25 $0.25 $0.00 0.00% 02,592,202 4,310,84780,581,990 84,892,838

Fare Proposal 2 vs. CurrentGM 273A ATT. BORIGINAL BASELINEStraightline(Actuals for FY 06/07 G/L Bookings Current Fare Proposal 2 Increase % Increase IncreasePROPOSAL 2: Straight line increase for all categories.CashAdult 21,907,773 $1.75 $2.00 $0.25 14.29% 0Transbay $3.50 $4.00 $0.50 14.29% 0(Adult/TB net transfers) 20,707,773 $1.75 $2.00 $0.25 14.29% 2,958,253Youth 3,604,388 $0.85 $1.00 $0.15 17.65% 636,068Sr/Dis 692,042 $0.85 $1.00 $0.15 17.65% 122,125Subtotal: 25,004,203 3,716,44731-Day Pass/MonthlyAdult 5,384,044 $70.00 $80.00 $10.00 14.29% 769,149Youth 2,979,710 $15.00 $17.00 $2.00 13.33% 397,295Sr/Dis 2,393,995 $20.00 $23.00 $3.00 15.00% 359,099Transbay 2,273,484 $116.00 $132.50 $16.50 14.22% 323,384Subtotal: 13,031,233 1,848,92710-Ride TicketAdult 1,427,555 $17.50 $20.00 $2.50 14.29% 203,936Youth/Sr/Dis 542,945 $8.50 $10.00 $1.50 17.65% 95,814Transbay 3,763,305 $35.00 $40.00 $5.00 14.29% 537,615Subtotal: 5,733,805 837,3651-Ride TicketLocal Adult 747,065 $1.75 $2.00 $0.25 14.29% 106,724Youth/Sr/Dis 36,083 $0.85 $1.00 $0.15 17.65% 6,368Transbay 0 $3.50 $4.00 $0.50 14.29% 0Subtotal: 783,148 113,091TransfersTransfer ticket books 91,852 $2.50 $2.50 $0.00 0.00% 04.8 million issued on bus 1,200,000 $0.25 $0.25 $0.00 0.00% 0Translink 173,730TOTAL INCREASE: 6,515,830Other Farebox (ECO passes)TOTAL FAREBOX: 46,017,971 2,625,000 55,158,801NOTES- Assumes no ridership change.

Fare Proposal 3 vs. CurrentORIGINAL BASELINE Straightline Straightline(Actuals for FY 06/07 G/L Bookings Current Fare Proposal 3 Increase % Increase Increase Current Fare Proposal 3 Increase % Increase IncreasePROPOSAL 3: CPI index regularly scheduled fare increases on a biennal cycle with Y/S/D at 35% of Local Adult pass.Cash July 1, 2008 July 1, 2010Adult 21,907,773 $1.75 $1.85 $0.10 5.71% 0 $1.85 $2.00 $0.15 8.11% 0Transbay $3.50 $3.70 $0.20 5.71% 0 $3.70 $4.00 $0.30 8.11% 0(Adult/TB net transfers) 20,707,773 $1.75 $1.85 $0.10 5.71% 1,183,301 $1.85 $2.00 $0.15 8.11% 1,774,952Youth 3,604,388 $0.85 $0.90 $0.05 5.88% 212,023 $0.90 $1.00 $0.10 11.11% 424,046Sr/Dis 692,042 $0.85 $0.90 $0.05 5.88% 40,708 $0.90 $1.00 $0.10 11.11% 81,417Subtotal: 25,004,203 1,436,032 2,280,41431-Day Pass/MonthlyAdult 5,384,044 $70.00 $74.00 $4.00 5.71% 307,660 $74.00 $80.00 $6.00 8.11% 461,489Youth 2,979,710 $15.00 $25.50 $10.50 70.00% 2,085,797 $25.50 $28.00 $2.50 9.80% 496,618Sr/Dis 2,393,995 $20.00 $25.50 $5.50 27.50% 658,349 $25.50 $28.00 $2.50 9.80% 299,249Transbay 2,273,484 $116.00 $122.50 $6.50 5.60% 127,394 $122.50 $132.50 $10.00 8.16% 195,990Subtotal: 13,031,233 3,179,199 1,453,347Rides @ cash price: 40.00 40.00 40.00Rides @ cash price: 33.14 33.11 33.1310-Ride TicketAdult 1,427,555 $17.50 $18.50 $1.00 5.71% 81,575 $18.50 $20.00 $1.50 8.11% 122,362Youth/Sr/Dis 542,945 $8.50 $9.00 $0.50 5.88% 31,938 $9.00 $10.00 $1.00 11.11% 63,876Transbay 3,763,305 $35.00 $37.00 $2.00 5.71% 215,046 $37.00 $40.00 $3.00 8.11% 322,569Subtotal: 5,733,805 328,559 508,807Rides @ cash price: 10.00 10.00 10.00Rides @ cash price: 10.00 10.00 10.00Rides @ cash price: 10.00 10.00 10.001-Ride TicketLocal Adult 747,065 $1.75 $1.85 $0.10 5.71% 42,689 $1.85 $2.00 $0.15 8.11% 64,034Youth/Sr/Dis 36,083 $0.85 $0.90 $0.05 5.88% 2,123 $0.90 $1.00 $0.10 11.11% 4,245Transbay 0 $3.50 $3.70 $0.20 5.71% 0 $3.70 $4.00 $0.30 8.11% 0Subtotal: 783,148 44,812 68,279TransfersTransfer ticket books 91,852 $2.50 $2.50 $0.00 0.00% 0 $2.50 $2.50 $0.00 0.00% 04.8 million issued on bus 1,200,000 $0.25 $0.25 $0.00 0.00% 0 $0.25 $0.25 $0.00 0.00% 0Translink 173,730TOTAL INCREASE: 4,988,602 4,310,847Other Farebox (ECO passes)TOTAL FAREBOX: 46,017,971 2,625,000 53,631,573 57,942,420

Fare Proposal 3 vs. CurrentStraightlineStraightlineCurrent Fare Proposal 3 Increase % Increase Increase Current Fare Proposal 3 Increase % Increase IncreaseJuly 1, 2012 July 1, 2014$2.00 $2.10 $0.10 5.00% 0 $2.10 $2.25 $0.15 7.14% 0$4.00 $4.20 $0.20 5.00% 0 $4.20 $4.50 $0.30 7.14% 0$2.00 $2.10 $0.10 5.00% 1,183,301 $2.10 $2.25 $0.15 7.14% 1,774,952$1.00 $1.05 $0.05 5.00% 212,023 $1.05 $1.10 $0.05 4.76% 212,023$1.00 $1.05 $0.05 5.00% 40,708 $1.05 $1.10 $0.05 4.76% 40,7081,436,032 2,027,683$80.00 $84.00 $4.00 5.00% 307,660 $84.00 $90.00 $6.00 7.14% 461,489$28.00 $29.00 $1.00 3.57% 198,647 $29.00 $31.50 $2.50 8.62% 496,618$28.00 $29.00 $1.00 3.57% 119,700 $29.00 $31.50 $2.50 8.62% 299,249$132.50 $140.00 $7.50 5.66% 146,993 $140.00 $150.00 $10.00 7.14% 195,990772,999 1,453,34740.00 40.0033.33 33.33$20.00 $21.00 $1.00 5.00% 81,575 $21.00 $22.50 $1.50 7.14% 122,362$10.00 $10.50 $0.50 5.00% 31,938 $10.50 $11.00 $0.50 4.76% 31,938$40.00 $42.00 $2.00 5.00% 215,046 $42.00 $45.00 $3.00 7.14% 322,569328,559 476,86910.00 10.0010.00 10.0010.00 10.00$2.00 $2.10 $0.10 5.00% 42,689 $2.10 $2.25 $0.15 7.14% 64,034$1.00 $1.05 $0.05 5.00% 2,123 $1.05 $1.10 $0.05 4.76% 2,123$4.00 $4.20 $0.20 5.00% 0 $4.20 $4.50 $0.30 7.14% 044,812 66,157$2.50 $2.50 $0.00 0.00% 0 $2.50 $2.50 $0.00 0.00% 0$0.25 $0.25 $0.00 0.00% 0 $0.25 $0.25 $0.00 0.00% 02,582,402 4,024,05660,524,822 64,548,878

Fare Proposal 3 vs. CurrentStraightlineStraightlineCurrent Fare Proposal 3 Increase % Increase Increase Current Fare Proposal 3 Increase % Increase IncreaseJuly 1, 2016 July 1, 2018$2.25 $2.35 $0.10 4.44% 0 $2.35 $2.50 $0.15 6.38% 0$4.50 $4.70 $0.20 4.44% 0 $4.70 $5.00 $0.30 6.38% 0$2.25 $2.35 $0.10 4.44% 1,183,301 $2.35 $2.50 $0.15 6.38% 1,774,952$1.10 $1.15 $0.05 4.55% 212,023 $1.15 $1.25 $0.10 8.70% 424,046$1.10 $1.15 $0.05 4.55% 40,708 $1.15 $1.25 $0.10 8.70% 81,4171,436,032 2,280,414$90.00 $94.00 $4.00 4.44% 307,660 $94.00 $100.00 $6.00 6.38% 461,489$31.50 $32.50 $1.00 3.17% 198,647 $32.50 $35.00 $2.50 7.69% 496,618$31.50 $32.50 $1.00 3.17% 119,700 $32.50 $35.00 $2.50 7.69% 299,249$150.00 $156.00 $6.00 4.00% 117,594 $156.00 $166.00 $10.00 6.41% 195,990743,601 1,453,34740.00 40.0033.19 33.20$22.50 $23.50 $1.00 4.44% 81,575 $23.50 $25.00 $1.50 6.38% 122,362$11.00 $11.50 $0.50 4.55% 31,938 $11.50 $12.50 $1.00 8.70% 63,876$45.00 $47.00 $2.00 4.44% 215,046 $47.00 $50.00 $3.00 6.38% 322,569328,559 508,80710.00 10.0010.00 10.0010.00 10.00$2.25 $2.35 $0.10 4.44% 42,689 $2.35 $2.50 $0.15 6.38% 64,034$1.10 $1.15 $0.05 4.55% 2,123 $1.15 $1.25 $0.10 8.70% 4,245$4.50 $4.75 $0.25 5.56% 0 $4.75 $5.00 $0.25 5.26% 044,812 68,279$2.50 $2.50 $0.00 0.00% 0 $2.50 $2.50 $0.00 0.00% 0$0.25 $0.25 $0.00 0.00% 0 $0.25 $0.25 $0.00 0.00% 02,553,004 4,310,84767,101,882 71,412,729

Fare Proposal 3 vs. CurrentStraightlineStraightlineCurrent Fare Proposal 3 Increase % Increase Increase Current Fare Proposal 3 Increase % Increase IncreaseJuly 1, 2020 July 1, 2022$2.50 $2.60 $0.10 4.00% 0 $2.60 $2.75 $0.15 5.77% 0$5.00 $5.20 $0.20 4.00% 0 $5.20 $5.50 $0.30 5.77% 0$2.50 $2.60 $0.10 4.00% 1,183,301 $2.60 $2.75 $0.15 5.77% 1,774,952$1.25 $1.30 $0.05 4.00% 212,023 $1.30 $1.35 $0.05 3.85% 212,023$1.25 $1.30 $0.05 4.00% 40,708 $1.30 $1.35 $0.05 3.85% 40,7081,436,032 2,027,683$100.00 $104.00 $4.00 4.00% 307,660 $104.00 $110.00 $6.00 5.77% 461,489$35.00 $36.00 $1.00 2.86% 198,647 $36.00 $38.50 $2.50 6.94% 496,618$35.00 $36.00 $1.00 2.86% 119,700 $36.00 $38.50 $2.50 6.94% 299,249$166.00 $172.00 $6.00 3.61% 117,594 $172.00 $182.00 $10.00 5.81% 195,990743,601 1,453,34740.00 40.0033.08 33.09$25.00 $26.00 $1.00 4.00% 81,575 $26.00 $27.50 $1.50 5.77% 122,362$12.50 $13.00 $0.50 4.00% 31,938 $13.00 $13.50 $0.50 3.85% 31,938$50.00 $52.00 $2.00 4.00% 215,046 $52.00 $55.00 $3.00 5.77% 322,569328,559 476,86910.00 10.0010.00 10.0010.00 10.00$2.50 $2.60 $0.10 4.00% 42,689 $2.60 $2.75 $0.15 5.77% 64,034$1.25 $1.30 $0.05 4.00% 2,123 $1.30 $1.35 $0.05 3.85% 2,123$5.00 $5.20 $0.20 4.00% 0 $5.20 $5.50 $0.30 5.77% 044,812 66,157$2.50 $2.50 $0.00 0.00% 0 $2.50 $2.50 $0.00 0.00% 0$0.25 $0.25 $0.00 0.00% 0 $0.25 $0.25 $0.00 0.00% 02,553,004 4,024,05673,965,733 77,989,789

Fare Proposal 4 vs. CurrentGM 273A ATT.DORIGINAL BASELINEStraightline(Actuals for FY 06/07 G/L Bookings Current Fare Proposal 4 Increase % Increase IncreasePROPOSAL 5: Straight line increase, no change to Youth/Sr/Dis, no-fee transfer.CashAdult 21,907,773 $1.75 $2.00 $0.25 14.29% 0Transbay $3.50 $4.00 $0.50 14.29% 0(Adult/TB net transfers) 20,707,773 $1.75 $2.00 $0.25 14.29% 2,958,253Youth 3,604,388 $0.85 $1.00 $0.15 17.65% 636,068Sr/Dis 692,042 $0.85 $1.00 $0.15 17.65% 122,125Subtotal: 25,004,203 3,716,44731-Day Pass/MonthlyAdult 5,384,044 $70.00 $80.00 $10.00 14.29% 769,149Youth 2,979,710 $15.00 $15.00 $0.00 0.00% 0Sr/Dis 2,393,995 $20.00 $20.00 $0.00 0.00% 0Transbay 2,273,484 $116.00 $130.00 $14.00 12.07% 274,386Subtotal: 13,031,233 1,043,53510-Ride TicketAdult 1,427,555 $17.50 $20.00 $2.50 14.29% 203,936Youth/Sr/Dis 542,945 $8.50 $10.00 $1.50 17.65% 95,814Transbay 3,763,305 $35.00 $40.00 $5.00 14.29% 537,615Subtotal: 5,733,805 837,3651-Ride TicketLocal Adult 747,065 $1.75 $2.00 $0.25 14.29% 106,724Youth/Sr/Dis 36,083 $0.85 $1.00 $0.15 17.65% 6,368Transbay 0 $3.50 $4.00 $0.50 14.29% 0Subtotal: 783,148 113,091TransfersTransfer ticket books 91,852 $2.50 $2.50 $0.00 0.00% 04.8 million issued on bus 1,200,000 $0.25 $0.00 ($0.25) -100.00% (1,200,000)Translink 173,730TOTAL INCREASE: 4,510,438Other Farebox (ECO passesTOTAL FAREBOX: 46,017,971 2,625,000 53,153,409NOTES- Assumes no ridership change.

GM 273A ATT.E11 RM2 Farebox Recovery RequirementsFarebox Raenvaiv Ranulramanta RocapPwbax Recovery Requirement30%30*20%20%20%20%20%20%20%20%20%20%20%2,0%20%10%10%- RM2 definffion of farebox reooveiy (page 40 of Regional Measure 2 PoDctes and Procedures):•For puipesea of Oils policy, Iha farebox recovery ratio to the ratio of fares collected on the RM2-fundsdsegment to total operating costs for that same segment"21 AB1107 Farabox Recovery Reoulremonta88C«on29142of«hePubUoU1imtesCod«to«pecHtetoAB1107. Per section 28142.4

GM 273A- ATT.FTUESDAY, NOVIALAMEDA CONTRA iSOSTA TRANSIT DISTRICT MEASURE AAAAMEASURE AAs 1b protect eitenlUl public tootpofinbnwrvicci provided by AC TVwuit, IncludingboaaerWeea tot ichool children, union and peoplewitb disabilities, ensue the safety and lecurity of tnniltMEASURES SUBMITTED TO VYESNOdull (be Altffledt-Contn Coitt Ikinilt DUtriet be nuhorized (o levy uuHially forfive yetn only a tax of $24 per panel, and appoint an independent Steal overrightcommittee of comraunl^ representatives?Measure BB: To preserve affordable local public transportation servicesthat allow seniors and people with disabilities to remain independent taKestudents to and from school, help East Bay residents commute to workand reduce traffic and air pollution by reducing the number of cars on theroad, shall the Alameda-Contra Costa Transit District (AC Transit)increase its existing parcel tax by $2 per parcel, per month for ten yearswith an independent fiscal oversight committee and all money staying

s-ou\a

Fare Structure Review (Selected Transit Aaencies

Fare Structure. Total Farebox Revenue. Revenue Miles and CPI Index FY 97/98 - FY 06/07BRD Memo No. 07-273cSubmitted by Director Harper - Page 1 of 3(31-Day vs. monthly pass)% Inc/Dec over prev yr$33,365,000 $36,950,00010.74%$36,073,000-2.37%$39,209,0008.69%$40,023,0002.08%$44,178,00010.38%%lnc/Decoverprevyr22,863,116 21,698,239-5.10%19,242,257-11.31%19,410,7840.88%19,702,8061.50%21,330,8988.26%CPI Index ISeatof each vrt%lnc/Decoverprevyr149.4 153.22.54%157.83.00%161.22.15%163.61.49%167.92.63%J based on yearly CPI)$1.46$1.70$1.50$1.87$1.54$2.02$1.57$2.03$1.60$2.07$1.64Copy of Director Harper data request 2.xls

Fare Structure, Total Farebox Revenue. Revenue Miles and CPI lnd«< FY 97/98. FY 06/07 BRD Memo No. 07-273cSubmitted by Director Harper - Page 2 of 3FY 00/01FXfiPJOj FY 01/02FY 01/02 Farebox Detail FY 02/83fy 02/03FY 03/04FY 63/84 FY 04/06DLM06 Farebox Drtail FYM/Ofi FY 08/07Local Adult CashLocal S/D CashLocal Youth CashTransbay Basic CashTransbay Discount CashLocal Adurt PassLocal Youth PassLocal Sr/Dis PassLocal 10-ride {per ride)Local Y/S/D10-rideTnansbay 10^ideTransbay LD Basic CashTransbay LD PassTransbay LD 10-rtde$1.35$0.65$0.65$2.50$1.25$48.00$27.00$13.00$80.00$1.15$0.55$2.20$2.75$90.00$2.501-Sep$20,342270 $1.35 $19271,578$642,313 $0.65 $808,504$3,345,384 $0.65 $3,169,293$2.50$5,010,185$2,917,143$1,949,711$1.069280$2,748,835$1,999,035$3,850,118$6000(2.04%)$15.00 (-44*4%)$15.00(15.38%)$8640(626%)$1.15$0.55$220$2.75$95.00(6.66%)$2.50$5,043,343$2,547,331$1,793,548$1,081,778$2,605,328$1,937,581$3,552,4061-Sep$140(11.11%)$0.76(1638%)$0.75(16.18%)$3.00(20.00%)$1.80(20.00%)$60.00(20.00%)$15.00$20.00(33^3%)$100.00(17.64%)$1J0(3(M3%)$0.76(36.30%)$3.00(36.36%)$18,579,925$586,702$3,055,743$3,910,367$1,462,346$1,716,343$1,442,661$1,785,464•$25,583$3279,888$1.50$0.75$0.75$3.00$1.50$60.00$15.00$20.00$100.00$1.50$0.75$3.00$19,645,247$617,894$3218202$5,622,402$2,441,935$2,430,180$1,615,110$1,587,518$692,832$3,608,674$1.50$0.75$0.75$3.00$1.50$60.00$15.00$20.00$100.00$1.50$0.75$3.0040.00% (Avg per yr=3.07%)41.67% (Avg per yr«320%)41.67% (Avg per yr=3.20%)59.09% (Avg per yr*4.54%)54.55% (Avg per yr=4.19%)55.56% (Avg per yr=4.27%)•40.00% (Avg per yr - -3.07%)81.82% (Avg per yr=6.29%)54.67% (Avg per yr=420%)75.00% (Avg per yr=5.76%)70.00% (Avg per yr = 5.38%)94.44% (Avg per yr=726%)TransfersTransfer rulesLocal Adult FareboxLocal Youth FareboxLocal Senior FareboxLocal Farebox Total:TransBayMuIti Total:Grand Farebox Total.Comments:$0252hours/unlimted$28.101260$6,922209$3,931,377$38,954,676$4,919,398$43,874,274$0.252hours/un!imtedDay PassCity of BerkeleyFree Youth$26.920249$6,356,028$3.700231$36,976,506$4,634,184$41,610,690$0251.5 hours/1 useEnd Day PassEnd Bart PlusEnd Free YouthEndTB-LD$24275.776$4,509,647$2,265,904$31,071,327$4,722,549$35,793,876$0251.5 hours/1 use$26,855,167$5,888,772$3,512271$36258,210$5,223,784$41,479,994$0.251.5 hours/1 useUCE$26,374,021$6,106,824$3.357276$35,838,121$5,193,113$41,031,234$0251.5 hours/1 use$28,957,287$6,694,596$3,489,600$39,141,483$5,780,340$44,921,823$0251.6 hours/1 use$28,719,372$6,763,270$3,449,810$38,932,452$6,036,789$44.9692410.00%weighted by 08/7box5.5% 0.4% 7%-03% -0.4% -32%82*f -2.0% -125%4.8% 0.0% 0%9.0%5.3%3.8%0.4%42%8%%lnc/Decoverprevyr$47,031,0006.48%$44,861,000-4.61%$40,820,000-9.01%$43,904,0007.56%$43266,000-1.45%$47,536,0009.87%$48,550,000213%45.51%Avg per Yr 3.60%% Inc/Dec over prev yr22.577.7375.85%22,957.8851.68%23,305.7001.52%22.148218-4.97%20.862.450-5.81%21,198,6051.61%21.562,6051.72%-5.69%AvgperYr= -0.44%%lnc/Decoverprevyr173.73.45%178.32.65%181.01.51%18522.32%189.9254%198.84.69%202.92.06%35.81%Avg per Yr* 2.76%il on yearly CPI)$1.70$1.95$1.74"$175"$1.77$1.98$1.81 $1.85$225$1.9813.61%105%0.75%0.30%(13.6%/13)(3.50%-2.75%)$2.37$1.9819.70%1.52%0.75%0.77%(13.6%/13)(3.50%-2.75%)Copy of Director Harper data request 2 jds

BRD Memo No. 07-273cSubmitted by Director Harper - Page 3 of 3FAREBOXFY 94/95 - FY 06/07FY 94/95 FY 98/96 FY 96/97 FY 97/98 FY 98/99 FY 99/00 FY 00/01 FY 01/02 FY 02/03 FY 03/04 FY04/0S FY 05/06 FY 06/0740101 Adult Cash40140 Sr/Dis Cash40150 Youth Cash15,328,023.23 16,743,937.84 16,316,587.29 17,661,451.68 17,795,758.07 18,986,656.57 20,342,270.11 19,271,578.09 18,579,925.52 19,645,247.74 19,904,603 84483,915.28 528,689.46 515,236.76 557,667.22 561,891.16 599,520.11 642,313.93 608,504.39 586,702.66 617,894.82 628,480 892,520,372.08 2,753,590.91 2,683,524.76 2,904,516.65 2,926,516.34 3,122,500.55 3,345,384.92 3,169,293.58 3,055,743.13 3,218,202.27 3,273 337 9921,539,789.24 21,907,773.24681,470.39 692,042.513,549,324.93 3,604,388.05Sub Total18,332,310.59 20,026,218.21 19,515,348.81 21,123,635.55 21,284,165.57 22,708,677.23 24,329,968.96 23,049,376.06 22,222,371.31 23,481,344.83 23,806,422.72 25,770,584.56 26,204,203.8040105 Adult Pass40115 TB Pass40145 Sr/Dis Pass40161 Youth Pass40165 Youth Pass3,414,989.70 3,634,339.60488,370.00 457,556.003,269,750.50421,663.003,557,711.92 3,771,910.00475,925.00 590,305.001,759,357.80 2,423,350.00 2,295,539.78 2,128,977.00 1,885,560.750.000.00 0.000.000.003,439,673.00 3,510,604.40 3,002,637.00 2,868,310.59 2,743,655.004,432,024.22888,349.002,050,896.890.002,867,428.425,010,185.421,069,280.001,949,711.140.002,917,143.585,043,313.011,081,778.001,793,548.010.002,547,331.003,910,367.991,442,661.001,716,343.041,891,905.00(429,559.50)5,622,402.601,615,110.002,430,180.542,441,935.010.005,177,153.761,776,204.402,325,659.542,634,927.000.005,929,018.392,068,600.602,354,408.182,921,797.000.005,384,044.022,273,484.002,393,995.552,979,710.500.00Sub Total9,102,390.50 10,025,850.00 8,989,590.28 9,030,924.51 8,991,430.75 10,238,698.53 10,946,320.14 10,465,970.02 8,531,717.53 12,109,628.15 11,913,944.70 13,273,824.17 13,031,234.0740110 Local 10-ride40126 TB 10-ride40143 Y/S/D 10-ride3,271,127.70 1,969,879.85 2,094,346.65 2,239,428.00 2,265,507.00 2,933,841.50 2,748,835.40 2,605,328.00388,089.70 2,147,453.45 2,458,469.00 3,424,768.00 3,700,540.50 3,582,524.06 3,850,118.00 3,552,406.00818,552.59 1,191,097.00 1,334,794.10 1,542,018.50 1,643,966.50 1,858,368.00 1,999,035.50 1,937,581.501,785,484.003,279,888.00(25,583.50)1,587,518.00 1,292,265.50 1,488,480.75 1,427,555.123,608,674.75 3,416,909.25 3,711,740.85 £.763,305.00692,832.00 601,697.00 677,197.80 542,945.00Sub Total4,477,769.99 5,308,430.30 5,887,609.75 7,206,214.50 7,610,014.00 8,374,733.56 8,597,988.90 8,095,315.505,039,788.505,889,024.75 5,310,871.75 5,877,419.40 5,733,805.12GRAND TOTAL31,912,471.08 35,360,498.51 34,392,548.84 37,360,774.56 37,885,610.32 41,322,109.32 43,874,278.00 41,610,661.5835,793,877.3441,479,997.73 41,031,239.17 44,921,828.13 44,969,242.99

Fare Structure, Total Farebox Revenue, Revenue Miles and CPI Index FY 97/98 - FY 06/07BRD Memo No. 07-273c (Version #2)As Submitted by Director Harper – Page 1 of 3FY 94/95 FY 95/96 FY 96/97 FY 97/98 FY 98/99 FY 99/00 FY 00/01FY 94/95 Farebox FY 95/96 Farebox FY 96/97 Farebox FY 97/98 Farebox FY 98/99 Farebox FY 99/00 Farebox FY 00/01 FareboxFare Structure 1-May 1-Feb 1-SepLocal Adult Cash $1.25 (13.63%) $15,328,023 $1.25 $16,743,937 $1.25 $16,316,587 $1.25 $17,661,451 $1.25 $17,795,758 $1.35 (8.00%) $18,986,656 $1.35 $20,342,270Local S/D Cash $0.60 (9.09%) $482,915 $0.60 $528,689 $0.60 $515,236 $0.60 $557,667 $0.60 $561,891 $0.65 (8.33%) $599,520 $0.65 $642,313Local Youth Cash $0.60 (9.09%) $2,520,372 $0.60 $2,753,590 $0.60 $2,683,524 $0.60 $2,904,516 $0.60 $2,926,516 $0.65 (8.33%) $3,122,500 $0.65 $3,345,384Transbay Basic Cash $2.20 $2.20 $2.20 $2.20 $2.50 (13.63%) $2.50 $2.50Transbay Discount Cash $1.10 $1.10 $1.10 $1.10 $1.25 (13.63%) $1.25 $1.25Local Adult Pass $45.00 (12.50%) $3,414,989 $45.00 $3,634,339 $45.00 $3,269,750 $45.00 $3,557,711 $45.00 $3,771,910 $49.00 (8.88%) $4,432,024 $49.00 $5,010,185Local Youth Pass $25.00 (19.04%) $3,439,673 $25.00 $3,510,604 $25.00 $3,002,637 $25.00 $2,868,310 $25.00 $2,743,655 $27.00 (8.00%) $2,867,428 $27.00 $2,917,143Local Sr/Dis Pass $11.00 (57.14%) $1,759,357 $11.00 $2,423,350 $11.00 $2,295,539 $11.00 $2,128,977 $11.00 $1,885,560 $13.00 (18.18%) $2,050,896 $13.00 $1,949,711Transbay Pass $75.00 $488,370 $75.00 $457,556 $75.00 $421,663 $75.00 $475,925 $80.00 (6.67%) $590,305 $80.00 $888,349 $80.00 $1,069,280Local 10-ride (per ride) $1.00 (11.11%) $3,271,127 $1.00 $1,969,879 $1.00 $2,094,346 $1.00 $2,239,428 $1.00 $2,265,507 $1.15 (15.00%) $2,933,841 $1.15 $2,748,835Local Y/S/D 10-ride $0.50 (11.11%) $818,552 $0.50 $1,191,097 $0.50 $1,334,794 $0.50 $1,542,018 $0.50 $1,643,966 $0.55 (10.00%) $1,858,368 $0.55 $1,999,035Transbay 10-ride $1.80 $388,089 $1.80 $2,147,453 $1.80 $2,458,469 $1.80 $3,424,768 $2.20 (22.22%) $3,700,540 $2.20 $3,582,524 $2.20 $3,850,118Transbay LD Basic Cash n/a n/a n/a n/a $2.75 $2.75 $2.75Transbay LD Pass n/a n/a n/a n/a $90.00 $90.00 $90.00Transbay LD 10-ride n/a n/a n/a n/a $2.50 $2.50 $2.50Transfers $0.25 $0.25 $0.25 $0.25 $0.25 $0.25 $0.25Transfer rules 2 hrs/unltd. 2 hrs/unltd. 2 hrs/unltd. 2 hrs/unltd. 2 hrs/unltd. 2 hrs/unltd. 2 hrs/unltd.Local Adult Farebox $28,101,290Local Youth Farebox $6,922,209Local Senior Farebox $3,931,377Local Farebox Total: $31,035,008 $32,755,485 $31,512,413 $33,460,078 $33,594,763 $36,851,233 $38,954,876TransBay Multi Total: $876,459 $2,605,009 $2,880,132 $3,900,693 $4,290,845 $4,470,873 $4,919,398Grand Farebox Total: $31,911,467 $35,360,494 $34,392,545 $37,360,771 $37,885,608 $41,322,106 $43,874,274Comments:UC Class PassMag Passes Introed(31-Day vs. monthly pass)Total Farebox Revenue $33,365,000 $36,950,000 $36,073,000 $39,209,000 $40,023,000 $44,178,000 $47,031,000% Inc/Dec over prev yr 10.74% -2.37% 8.69% 2.08% 10.38% 6.46%Revenue Miles 22,863,116 21,696,239 19,242,257 19,410,784 19,702,806 21,330,898 22,577,737% from prev yr -5.10% -11.31% 0.88% 1.50% 8.26% 5.85%CPI Index (Sept) 149.4 153.2 157.8 161.2 163.6 167.9 173.7% from prev yr 2.54% 3.00% 2.15% 1.49% 2.63% 3.45%Farebox Rev per Rev Mile $1.46 $1.70 $1.87 $2.02 $2.03 $2.07 $2.08Copy of Director Harper data request 3 (3).xls

BRD Memo No. 07-273c (Version #2)Fare Structure, Total Farebox Revenue, Revenue Miles and CPI Index FY 97/98 - FY 06/07As Submitted by Director Harper – Page 2 of 3FY 01/02 FY 02/03 FY 03/04 FY 04/05 FY 05/06 FY 06/07FY 01/02 Farebox FY 02/03 Farebox FY 03/04 Farebox FY 04/05 Farebox FY 05/06 Farebox FY 06/07 FareboxFare StructureLocal Adult CashLocal S/D CashLocal Youth CashTransbay Basic CashTransbay Discount CashLocal Adult PassLocal Youth PassLocal Sr/Dis PassTransbay PassLocal 10-ride (per ride)Local Y/S/D 10-rideTransbay 10-rideTransbay LD Basic CashTransbay LD PassTransbay LD 10-rideTransfersTransfer rulesLocal Adult FareboxLocal Youth FareboxLocal Senior FareboxLocal Farebox Total:TransBay Multi Total:Grand Farebox Total:Comments:1-Sep 1-Sep 1-Sep$1.35 $19,271,578 $1.50 (11.11%) $18,579,925 $1.50 $19,645,247 $1.50 $19,904,603 $1.75 (16.67%) $21,539,789 $1.75 $21,907,773$0.65 $608,504 $0.75 (15.38%) $586,702 $0.75 $617,894 $0.75 $628,480 $0.85 (13.33%) $681,470 $0.85 $692,042$0.65 $3,169,293 $0.75 (15.38%) $3,055,743 $0.75 $3,218,202 $0.75 $3,273,337 $0.85 (13.33%) $3,549,324 $0.85 $3,604,388$2.50 $3.00 (20.00%) $3.00 $3.00 $3.50 (16.67%) $3.50$1.25 $1.50 (20.00%) $1.50 $1.50 $1.70 (13.33%) $1.70$50.00 (2.04%) $5,043,343 $60.00 (20.00%) $3,910,367 $60.00 $5,622,402 $60.00 $5,177,153 $70.00 (16.67%) $5,929,018 $70.00 $5,384,044$15.00 (-44.44%) $2,547,331 $15.00 $1,462,346 $15.00 $2,441,935 $15.00 $2,634,927 $15.00 $2,921,797 $15.00 $2,979,710$15.00 (15.38%) $1,793,548 $20.00 (33.33%) $1,716,343 $20.00 $2,430,180 $20.00 $2,325,659 $20.00 $2,354,408 $20.00 $2,393,995$85.00 (6.25%) $1,081,778 $100.00 (17.64%) $1,442,661 $100.00 $1,615,110 $100.00 $1,776,204 $116.00 (16.00%) $2,068,600 $116.00 $2,273,484$1.15 $2,605,328 $1.50 (30.43%) $1,785,484 $1.50 $1,587,518 $1.50 $1,292,265 $1.75 (16.67%) $1,488,480 $1.75 $1,427,555$0.55 $1,937,581 $0.75 (36.36%) -$25,583 $0.75 $692,832 $0.75 $601,697 $0.85 (13.33%) $677,197 $0.85 $542,945$2.20 $3,552,406 $3.00 (36.36%) $3,279,888 $3.00 $3,608,674 $3.00 $3,416,909 $3.50 (16.67%) $3,711,740 $3.50 $3,763,305$2.75 n/a n/a n/a n/a n/a$95.00 (5.55%) n/a n/a n/a n/a n/a$2.50 n/a n/a n/a n/a n/a$0.25 $0.25 $0.25 $0.25 $0.25 $0.252 hrs/unltd. 1.5 hrs/1 use 1.5 hrs/1 use 1.5 hrs/1 use 1.5 hrs/1 use 1.5 hrs/1 use$26,920,249 $24,275,776 $26,855,167 $26,374,021 $28,957,287 $28,719,372$6,356,026 $4,509,647 $5,888,772 $6,106,824 $6,694,596 $6,763,270$3,700,231 $2,285,904 $3,512,271 $3,357,276 $3,489,600 $3,449,810$36,976,506 $31,071,327 $36,256,210 $35,838,121 $39,141,483 $38,932,452$4,634,184 $4,722,549 $5,223,784 $5,193,113 $5,780,340 $6,036,789$41,610,690 $35,793,876 $41,479,994 $41,031,234 $44,921,823 $44,969,241Day Pass End Day Pass UC Bear PassCity of BerkeleyEnd Bart PlusFree YouthEnd Free YouthEnd TB-LDTotal Farebox Revenue% Inc/Dec over prev yrRevenue Miles% from prev yrCPI Index (Sept)% from prev yrFarebox Rev per Rev Mile$44,861,000 $40,820,000 $43,904,000 $43,266,000 $47,536,000 $48,550,000-4.61% -9.01% 7.56% -1.45% 9.87% 2.13%22,957,885 23,305,700 22,148,218 20,862,450 21,198,605 21,562,6051.68% 1.52% -4.97% -5.81% 1.61% 1.72%178.3 181.0 185.2 189.9 198.8 202.92.65% 1.51% 2.32% 2.54% 4.69% 2.06%$1.95 $1.75 $1.98 $2.07 $2.24 $2.25Copy of Director Harper data request 3 (3).xls

Fare Structure, Total Farebox Revenue, Revenue Miles and CPI Index FY 97/98 - FY 06/07BRD Memo No. 07-273c (Version #2)As Submitted by Director Harper – Page 3 of 3Fare StructureLocal Adult CashLocal S/D CashLocal Youth CashTransbay Basic CashTransbay Discount CashLocal Adult PassLocal Youth PassLocal Sr/Dis PassTransbay PassLocal 10-ride (per ride)Local Y/S/D 10-rideTransbay 10-rideTransbay LD Basic CashTransbay LD PassTransbay LD 10-rideFare Inc since FY 97/98 Ann. Fare Ann. Farebox Fare Inc.Inc. 00/1-06/7 Inc. 00/1-06/7 Efficiency40.00% (Ann. 3.07%) 4.9% 1.3% 26%41.67% (Ann. 3.20%) 5.1% 1.3% 25%41.67% (Ann. 3.20%) 5.1% 1.3% 25%59.09% (Ann. 4.54%) 6.7%54.55% (Ann. 4.19%) 6.0%55.56% (Ann.4.27%) 7.1% 1.2% 17%-40.00% (Ann -3.07%) -7.4% 0.4% -5%81.82% (Ann. 6.29%) 9.0% 3.8% 42%54.67% (Ann. 4.20%) 7.5% 18.8% 250%75.00% (Ann. 5.76%) 8.7% -8.0% -92%70.00% (Ann. 5.38%) 9.1% -12.1% -134%94.44% (Ann. 7.26%) 9.8% -0.4% -4%n/an/an/aTransfersTransfer rulesLocal Adult FareboxLocal Youth FareboxLocal Senior FareboxLocal Farebox Total:TransBay Multi Total:Grand Farebox Total:0.00%weighted by 06/7farebox5.5% 0.4% 7%-0.3% -0.4% -32%8.2% -2.0% -125%4.8% 0.0% 0%9.0% 3.8% 42%5.3% 0.4% 8%Comments:Total Farebox Revenue% Inc/Dec over prev yrRevenue Miles% from prev yrCPI Index (Sept)% from prev yrFarebox Rev per Rev Mile94/5-00/01 00/01-06/7Ann. Adult Cash Fare Inc. 1.3% 4.9%Ann. Adult Cash Box Inc. 5.5% 1.3%Ann. Local Farebox Inc. 4.3% 0.0%Ann. G.Tot.Farebox Inc. 6.8% 0.5%45.51%Avg per Yr: 3.50%Ann. Rev. Milage Increases-5.69% -0.2% -0.7%Avg per Yr = -0.44%35.81%Avg per Yr = 2.75%Copy of Director Harper data request 3 (3).xls