STAFF REPORT. David J. Armijo, General Manager FY First Quarter Employee and Non-Employee Out-of-State Travel BRIEFING ITEM

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1 ..:-tv=" /~j)j, ~ :zct'.ivs/t Report. Meeting Date: vember 12, 2014 Alameda-Contra Costa Transit District TO: FROM: SUBJECT: STAFF REPORT Finance and Audit Committee AC Transit Board of Directors David J. Armijo, General Manager FY First Quarter Employee and n-employee Out-of-State Travel BRIEFING ITEM RECOMMENDED ACTION(S): Consider Receiving the FY Fourth Quarter Employee and n-employee Out-of-State Travel Report. EXECUTIVE SUMMARY: The Employee Out-of-State travel for the First Quarter of FY totals $11, which was funded by the District Operating Program. There are no non-employee travel expenses to report. Attachment 1 summarizes the trips that were taken in the First Quarter, and Attachment 2 provides a detailed description of the justification for the trip and the nature of the expenses. BUDGETARY/FISCAL IMPACT: Budgeted travel activity is included as part of FY budget. BACKGROUND/RATIONALE: In compliance with Section lila of Administrative Regulation Policy #180B, Travel and Meeting Expense Reimbursement for Employees, the Quarterly Report on Employee Out-of-State Travel is submitted to the Board of Directors for review. The Employee Out-of-State travel for the First Quarter of FY totals $11, which was funded by the District Operating Program. There are no non-employee travel expenses to report. Attachment 1 summarizes the trips that were taken in the First Quarter, and Attachment 2 provides a detailed description of the justification for the trip, as well as the nature ofthe expenses. ADVANTAGES/DISADVANTAGES: There are no notable advantages or disadvantages. ALTERNATIVES ANALYSIS: This report does not recommend an action.

2 Report Page 2 of 2 PRIOR RELEVANT BOARD ACTIONS/POLICIES: Staff Report FY Fourth Quarter Employee and n-employee Out-of-State Travel ATTACHMENTS: 1: Employee Out-of-State Travel Summary, First Quarter FY : Detailed Description of Employee Travel, First Quarter FY Department Head Approval: Prepared by: James D. Pachan, Chief Operating Officer/Interim Chief Financial Officer Sue Lee, Treasury Manager

3 AC Transit OUT OF STATE TRAVEL SUMMARY (EMPLOYEES) 1st QUARTER (JUL- SEPT) FY 2014/2015 Sorted by start date I Name Newhouse, Stephen Mason,Patricia Aguas,Rosauro Pachan,James del Rosario,Robert Archer,Mary Prescott, Thomas Start Date 8/10/2014 8/17/2014 9/17/2014 9/20/2014 9/20/2014 9/30/ /5/2014 End Date Purpose 8/22/ Multimodal Ops Planning 8/22/2014 Eno 2014 Transit Mid-Manager 9/18/2014 OPIS Fuel Buying Strategies 9/26/2014 ENO Transit Executive Seminar 9/26/2014 ENO Transit Executive Seminar 10/2/2014 Labor Relations for Supervisor 10/9/ Transit Labor Exchange CHICAGO,IL City/State NEWYORK,NY DENVER, CO WASHINGTON,DC WASHINGTON,DC MILWAKEE,WI AUSTIN,TX Grant Funded? Total Cost 1, I 2, , , , Total 11, Recap: Grant-funded travel total District-funded travel total Total , , I ~ (I) "' 0 )> -1-1 :...

4 Employee: James Pachan Date: 9/20-9/26/2014 Purpose: ENO Transit Executive Seminar Place: Washington, District of Columbia Cost: $2, Nature of Expenses: Airfare ($406.20), Lodging ($1,596.16), Ground Transportation ($34.00), Mileage ($30.24), Per Diem ($210.00) Justification: The Eno Transit Executive Seminar was an intensive week-long training program held in Washington, DC. The seminar was conducted by transit industry experts that were able to provide information or tools that will allow for the advancement of my leadership skills in an effort to continually improve the performance at AC Transit. The training also provided information on advancing public transportation at a national level. The support for public transportation at the national, state, and local levels is extremely important for the development of sustainable funding and regulatory support. The development of leadership skills that will be able to advance public transportation efforts is extremely important for this industry as changes and new paradigms continue to provide uncertainty in the industry. Employee: Rosauro Aguas Date: 9/17/2014 Purpose: OPIS Fuel Buying Strategies Place: Denver, Colorado Cost: $ Nature of Expenses: Airfare ($293.20), Lodging ($548.50), Ground Transportation ($83.30), Per Diem ($68.00) Justification: The OPIS training provided insights on the fundamentals of purchasing physical fuel: the fuel chain, fuel pricing, choosing a fuel supplier, picking a rack benchmark, spot markets and how it affects consumers like the District. It provided a good understanding of how the whole supply chain interacts and how the market dictates fuel pricing when sourcing fuel. Employee: Mary Archer Date: 9/30-10/2/2014 Purpose: Labor Relations for Supervisor Seminar Place: Milwaukee, Wisconsin Cost: $ Nature of Expenses: Airfare ($289.20), Lodging ($412.06), Ground Transportation ($15.50), Per Diem ($152.50) Justification: attended a two-day class to learn more about how to be a labor-savvy Supervisor the Pole Crew. As a front-line manager, she continuously faces labor and work issue challenges/questions. At this class, I obtained tools to tackle these challenges and build knowledge to oversee contract regulations. w I am more familiar with labor laws for working in a labor environment and able to make managerial decisions to avoid unnecessary grievance.

5 Employee: Patricia Mason Date: 8/17-8/22/2014 Purpose: ENO Transit Mid-Manager Conference Place: New York, New York Cost: $2, Nature of Expenses: Airfare ($527.50), Lodging ($1,331.35), Ground Transportation ($106.00), Per Diem ($390.50), Miscellaneous ($120.00) Justification: The Eno Center for Leadership Mid-Manager Conference was an informative and self evaluating workshop. Informative because the workshop touched on tools to enhance professional growth while improving personal growth in the process. My favorite subjects were bridging generation gaps by finding what each generation needs to understand how to reach a common goal. My other favorite was dissecting the diversity in personalities amongst the workforce: logic, relationship, do-ers, power, detail-oriented, and innovative /creative. Each of these personality differences is needed within the workplace to successfully manage a diverse group in any agency. I recommend this conference to more AC Transit employees to enhance their managerial skills. Employee: Stephen Newhouse Date: 8/10-8/14/2014 Purpose: Multimodal Ops Planning Place: Chicago, Illinois Cost: $1, Nature of Expenses: Lodging ($460.42), Airfare ($400.00), Per Diem ($228.00), Ground Transportation ($6.95) Justification: The Multimodal Operations Planning Workshop is APT A's annual event dedicated to transit planning and scheduling. This workshop is organized by transit professionals who have taken a leadership role within APTA. This year, sessions were focused on several topics relevant to my current assignments at AC Transit: public outreach (best practices, effective messaging, incorporating interactive elements, and leveraging technology), designing service around high frequency, operating challenges in multimodal environments, organizational structures within planning departments, and scheduling techniques to improve on-time performance. The conference provided me with new insights about outreach and planning related to the on-going Comprehensive Operations Analysis, working with citypartners on "complete street" projects, and pursuing innovative bus-priority treatments. I also had the opportunity to form new relationships with peers from other transit properties and consulting firms, which have proven valuable when seeking an outside perspective on particular challenges. Employee: Date: Purpose: Place: Thomas Prescott 10/5-10/9/ APTA Conference Austin, Texas Cost: $1, Nature of Expenses: Airfare ($650.00), Lodging ($916.00), Ground Transportation ($50.00), Per Diem ($233.25) Justification: Attendance at the annual transit labor exchange held this year in Austin, TX. Conference runs from Sunday evening through Thursday a.m. This meeting brings together the labor relations

6 professional from transit properties across the country to discuss trends in bargaining and other issues affecting labor relations at the various properties. AC Transit is one of the 25 member agencies of the transit labor exchange. Employee: Date: Purpose: Place: Robert Del Rosario 9/20-9/26/2014 ENO Transit Executive Seminar Washington, District of Columbia Cost: $2, Nature of Expenses: Airfare ($489.20), Lodging ($1,756.46), Ground Transportation ($38.55), Per Diem ($114.83) Justification: Given the unexpected promotion to Director of Service Development in 2012 to replace Cory LaVigne, I needed to adapt to a situation where I now supervise his peers with limited managerial experience. Based on these circumstances, I applied for and was accepted into the Eno Transit Executive Seminar. The seminar provided me with exposure and an understanding of: the business and future trends of transit outside of AC Transit and the Bay Area organizational leadership concepts including interaction with governing boards and stakeholders methods to broaden his leadership strengths and competencies knowledge on how to develop an interactive work environment with the proper tools to successfully lead a team collaborating with fellow directors and executives to ultimately operate a prosperous transit system