HomeMy WebLinkAboutAgenda Report - August 19, 1992 (85)CITY OF LODI COUNCIL COMMUNICATION
AGENDA TITLE: Receive City of Lodi Dial -A -Ride Transit System Performance
Audit for the Three Years Ended June 30, 1991
IMETIM DATE: August 19. 1992
PREPARED BY: Assistant City Manager
RECO[+IZ+.MMED ACTION: The City Council accept the City of Lodi Dial -A -Ride
Transit System Performance Audit for the Three Years
Ended June 30. 1991,
BACKGROUND INFORMATION: The Public Utilities Code requires a tri -annual
audit of the City of Lodi'6 transit system. The
audit was conducted by the Certified Public
Accounting firm of Bartig, Basler & Ray which was
selected by the San Joaquin County Council of
Governments (COG).
The Audit Report makes the following recommendations:
Goals and objectives with respect to short-range and long-range
transit planning need to be expanded upon. Furthermore, a system
of evaluating the achievement of these goals should be installed.
This audit was not coordinated with the transit needs assessment.
That report sets forth a set of goals and objectives. Needs
assessment will set a good framework for meeting this
recommendation.
2. LIC I.MRMATION
The City should embark upon a ilk aggressive mdrketing campaign
to encourage ridership. This campaign should be the result of
surveys designed to determine service satisfaction.
The City of Lodi has been reluctant to publicize Dial -A -Ride to a
greater degree than has been done because of concerns of not being
able to meet the demand. Dial -A -Ride is generally known to the
entire community. If re expand our transit system to include a
fixed route system we will most certainly include a full-blown
marketing campaign.
APPROVED:
THOMAS A. PETERSON �crcwa aao«
City MarwKW
CC -t
'-U, i
Receive City of Lodi Dial -A -Ride Transit System Performance Audit for the Three
Years Ended June 30, 1991
August 19, 1992
Page Two
The City should maintain a log of complaints to undercover trends
that management can utilize for future planning.
CO-MMENT
Each complaint is reviewed and those needing action are passed on
to the contractor. We do not keep a formal log, but have now
established one.
The City should maintain a record of hours spent on the transit
system by City personnel and should require the contractor to
report the same.
CO._MM3NT
We are now collecting the maintenance hours spent on maintenance
and including that in our monthly summaries. City Cab Company
also is being requested to provide this information.
Icy
The City should make full use of UMTA operating and capital
assistance grants before claiming State Transit Assistance funds.
This is especially true now that the City is eligible for UMTA
Section 9 Urban Grant funds.
COMMENTS
Staff is exploring the requirements and ramifications of obtaining
these funds.
A copy of the Audit Report is on file in the office of the City Clerk.
FUMIM: aoae required
Respectfully submitted,
Jerry L. Glenn
Assistant City Manager
JW : br
CCCOM571/T)=. 07A
LODI DIAL -A -RIDE TRANSIT SYSTEM
PERFORMANCE AUDIT
FOR THE THREE YEARS ENDED
JUNE 30,1991
LODI DIAGA-RIDE TRANSIT SYSTEM PERFOIL'V[Al'�CE AUDIT
Table of Contents
Page
Executive Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Introduction
Lodi Dial -A -Ride Transit System
Performance Auditing . . . . . . . . . . . . . . . . . . . . . . . 3-4
Audit Results
Compliance Review . . . . . . . . . . . . . . . . . . . 5-7
Implementation of Prior Performance Audit
Recommendations . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Performance Audit Indicator Verification and
Analysis . . . . . . . . . . . . . . . . . . . . . . . 7-8
Systemwide Performance Indicators . . . . . . . . . . . . . . . . . 9
Detailed Functional Review. . . . . . . . . . . . . . . . . . . . . 10-12
Conclusions and Recomendations. . . . . . . . . . . . . . . . . . . . 13
Frank V Tryth811 T T
Kenneth E Pope }U� 1i-{Jj
Christopher J Wells
Brad W Constarntfne
Theril H Lund
Bruce W Stephenson
To the Board
San Joaquin County Council
of Governments
Stockton. California
Bartig, Ba,51er 9 Ray
CERTIFIEDPUBLtC ACCOUNTANTS
Member or AICPA Notsion or Firms
8391 Auburn Boulevard. Suite 2 Citrus Heights. CA 95610
(916) 7236774 (916) 969.7735 FAX (916) 723.1021
June 18, 1992
We are pleased to present our report on the Lodi
Performance Audit for the three years ended June 30.
Utilities Code Section 99246.
1
Dial -A -Rite Transit System
1991. as required by Public
This report outlines what procedures we performed, the information gathered by
those procedures, and the results of the procedures. This report includes
recommendations for improving economy. efficiency and effectiveness, as well as for
meeting the requirements of the Transportation Development Act.
This report is intended for the use of the management, the Council of Governments,
and the State of California Department of Transportation.
2
EXECU71VE SUMMARY
Based upon our performance audit, the City of Lodi Dial -A -Ride 'Transit System i s
providing dial -a -ride service to residents within the City and o Woodbridge and
Acampo (within the County) in an economical. efficient and effective manner. In our
performance audit of the City's Transit System, vie examined the functional areas of
the operation and have the following recommendations and suggested implementation
periods which m feel are of importance t- the management of the system.
Implementation
Period
Goals and Objectives - Goals and objectives with respect
to short range and long range transit planning need to
be expanded upon. Furthermore, a system of evaluating the
achievement of those goals should be installed. Six Months
Marketing and Public Information - The City should
embark upon a more aggressive marketing campaign to
encourage ridership. This campaign should be the result
of surreys designed to determine service satisfaction. One Year
Reporting of Complaints - The City should maintain a log
of complaints to uncover trends that management can
utilize for future planning (Repeat of prior audit comment). Three Months
Employee Aar Equivalents - The City should maintain a
record of hours spent on the transit system by City
personnel and should require the contractor to report the
same. Employee equivalent hours are required under the T.D.A.
to calculate Vehicle Service Hours per Employee. The City
personnel's time could be determined through a simple time
study. Immediately
U.HTA Operating Assistance - The City should make full use '
of U.M.T.A. operating and Capital assistance grants before
claiming State Transit Assistance Funds. This i s especially
true now that the City is eligible for UMTA Section 9 Urban
grant funds. ' Immed lately
INTRODUCTION
Lodi Dial -A -Ride Transit System
The City of Lodi Dial -A -Ride system provides demand responsive service to the
elderly and handicapped and to the general public in the City of Lodi and also to
Woodbridge. the Arbor Mobile -Home Park i n Acampo. and the Freeway Mobile Home Park
in the unincorporated area of San Joaquin County.
The City of Lodi contracts out its transit service with City Cab Company, a
private enterprise. Transit administration is handled by the City through its
transit coordinator and various staff within the finance, maintenance and
administrative offices. Fares are $.50 for the elderly and handicapped and $1.00 for
the general public.
Service to the unincorporated areas of Woodbridge and the Arbor and Freeway
Mobile -Home Parks i s provided by the City of Lodi on behalf of San Joaquin County.
Fares for service to and from these areas outside of Lodi are $1.00 for elderly and
handicapped riders and $2.50 for the general public transit patron. The service
agreement between the City of Lodi and San Joaquin County stipulates that the County
reimburse the City of Lodi for these trips to and from unincorporated areas at a rate
agreed upon in their annual contract.
The City sells tickets directly to the riders and indirectly through a local bank,
hospital, senior center and other local outlets. The contractor remits the redeemed
tickets to the City, which reimburses the contractor based upon the agreed upon rate
contained in the yearly contract. Tickets for the San Joaquin County service are
sold at City Hall, Loel Senior Center. the Woodbridge Grange, as well as the offices
located at the Arbor and Freeway Mobile -Home Parks. The system operates between the
hours of 7:00 AM. and 7:00 P.M., Monday through Friday of each week, and 9:00 AM.
to 5:00 P.M. on Saturdays, excluding holidays.
Lodi Dial -A -Ride currently operates and maintains a fleet of ten vehicles of which
two are wheelchair lift equipped. The composition of the fleet i s as follows:
Total Vehicles 10
Year
# of
Seat
Wheelchair
Descriotion
Ac ui re
Vehicles
Caoacity
Lift Eauiooed?
Chevrolet Station
Wagon
1986
1
6
No
Chevrolet Station
Wagon
1988
2
6
No
Chevrolet Station
Wagon
1989
2
6
No
Dodge Minivan
1989
1
6
Yes
Dodge Sedan
1989
3
5
No
Dodge Minivan
1991
1
6
Yes
Total Vehicles 10
4
Performance Auditing
The Lodi Dial -A -Ride Transit System (Lodi D.A.R.) receives the bnik of i t s funding
necessary to operate the transit system from Local Transportation Funds that are
administered by the San Joaquin County Council of Governments (SJCCOG). These funds
are made avaiiabiz for transit purposes through the Transportation Development Act
(TDA) which i s the vehicle that establishes the Local Transportation Fund (LTF) and
State Transit Assistance Fund within each County. LTF and STAF funds are derived
from the sales taxes collected within the County.
The TDA requires that the SJCCOG engage an outside consultant to conduct a
triennial performance audit of all transit operators within its jurisdiction. The
last performance audit of the Lodi System was for the three years ended June 30,
1988 This performance audit covers the three years ended June 30, 1991.
The California Department of Transportation. CALTRANS. contracted for the
development of a performance audit guidebook for transit operators and regional
transportation planning entities. The Council has elected to have the performance
audit of the Lodi D.A,R. System conducted in accordance with this guidebook.
The purpose of a performance audit is as follows:
Meet the requirements of the Transportation Development Act
Provide management with useful information to assess past activities and
provides insight for future planning activities
Provide management with a review and evaluation of the organization and its
operations
Assures public accountability for the use of public funds
Performance auditing consists of evaluating the efficiency, effectiveness, and
economy of the operation of the entity under examination. the TDA requires that the
performance audit examiner follow the efficiency. economy and program results
portions of the Comptroller General's Government Auditing Standards. The Government
Auditing Standards states the following:
"Economy and efficiency audits include determining (I) whether the entity is
acquiring, protecting, and using i t s resources (such as personnel, property. and
space) economically and efficiently. (2) the causes of inefficiencies or
uneconomical practices, and (3) whether the entity has complied with laws and
regulations concerning matters of economy and efficiency."
"Program audits include determining (t) the extent to which thle desired results
or benefits established by the legislature or other authorizing body are being
achieved, (2) the effectiveness of organizations, programs. activities, or
functions, and (3) whether the entity has complied with laws and regulations
applicable to the program."
In order to meet the requirements o- the TDA and the Government Auditing
Standards, use reviewed pertinent documents. observed operations, and interviewed
pertinent staff. Vlt; also calculated and analyzed the appropriate performance
indicators for the three years under audit. The results of our audit are documented
in the pages that follow.
AUDIT RESULTS
Compliance Review
5
We examined Lodi D.A.R.'s compliance with the TDA rules and rigulations. This
examination consisted of inspections of key documents, discussions with staff and
inspections of the fiscal and compliance audits which are conducted annually. The
specific c4,mpliance requirements and findings are as follows:
Public Utilities Code Section 99243 - The Transit operator has submitted annual
reports to the SJCCOG based upon the Uniform System of Accounts and Records
established by the State Controller.
Lodi DAR submits annual reports based upon the Uniform System of
Accounts and Records established by the State Controller.
Public Utilities Code Section 99245 - The operator has submitted annual fiscal
and compliance audits to the SJCCOG and to the State Controller within 180
days following the end of the fiscal year or has received the appropriate 90
day extension allowed by law.
Lodi D.A.R.'s fiscal and compliance audits are contracted for by the SJCCOG
and all reports have been filed timely or extensions have been approved
with both the SJCCOG and the State Controller.
Public Utilities Code Section 99251 - The CHP has, within the 13 months prior
to each TDA claim submitted by the operator, certified the operator's
compliance with Vehicle Code Section 1808.1 following a CHP inspection of the
operator's terminal.
Lodi DAR has complied with the driver's pull notice program.
Public Utilities Code Section 99261 - The operator's claim for TOA funds is
submitted in compliance with rules and regulations adopted by the SJCCOG for
such claims.
Lodi DAR complies with all SJCCOG rules and regulations in submitting
its claim for transit funding.
Public Utilities Code Section 99264 - Theoperator does not routinely staff
with two or more persons public transporation vehicles designed to be
operated by one person.
Lodi D.A.R. does not staff public transportation vehicles with more than
one person.
Public Utilities Code Section 99266 - The operator's operating budget has not
increased by more that 15% over the preceding year, nor is there a substantial
increase or decrease in the scope of operations or capital budget provisions
for major new fixed facilities unless the operator has reasonably supported
and substantiated the changes.
Lodi D.A.R.'s budget meets the requirements of the TDA. If there are
substantial increases in the budget, they are properly substantiated along
with their claim to the SJCCOG.
6
Public Utilities Code Section 99268 - Operator funding providdd through the
TDA makes up no more than 50% of Operating, maintenance, capital and debt
service requirements after federal grants are deducted, if applicable.
Lodi D.A.R. i s subject to the 10% fare revenue ratio requirement of Public
Utilities Code Section 99268.4, and is not subject to 99268.
Public Utilities Code Sections 99268.2. 99268.3. and 99268.12 - If the
operator serves an urbanized area, it has maintained a ratio of fare revenues
to operating costs at least equal to one-fifth (20 percent), unless it is in
a county with a population of less than 500,000, i n which case it must
maintain a ratio of fare revenues to operating costs at least equal to three -
twentieths (IS percent), if so determined by the LTC.
Lodi became an urbanized area as a result of the 1990 Federal Census. The
Council. under Public Utilities Code Section 99270.2, has granted the City
of Lodi until the fiscal year 1996-97 to comply with the new ratio of fare
revenue to operating costs requirements.
Public Utilities Code Sections 99268.2, 99268.4. and 99268.5 - If the operator
serves a rural area, it has maintained a ratio of fare revenues to operating
costs at least equal to one-tenth (10 percent).
Lodi D.A.R. exceeds the 10% fare revenue to operating costs requirement.
Public Utilities Code Section 99271 - The current cost of the operator's
retirement system is fully funded with respect to the officers and employees
of its public transportation system or the operator is implementing a plan
approved by the COG which will fully fund the retirement system within 40
years.
The City of Lodi is a member of the Public Employees Reti'rement System
(PERS). The transit coordinator and the maintenance crew members are the
only City personnel affiliated with the transit system. The drivers and
dispatch personnel are all contracted and do not participate in the
retirement system. Actuarial valuations for the City of Lodi's retirement
system are made annually by PERS. Any underfunded liability is factored in
the subsequent year's contribution rate.
Public Utilities Code Section 99314.5(c) - Ifthe operator receives STAF
funds, the operator i s not precluded by contract from employing part-time
drivers or from contracting with common carriers.
Lodi D.A.R has not been precluded from employing part-time drivers.
California Code of Regulations Section 6754(a)(3) - If the operator receives
STAF funds, the operator makes full use of funds available to it under the
Urban Mass Transportation Act (OMTA) of 1964 before TDA claims are granted.
Lodi D.A.R. has not applied for UMTA capital or operating grants.
7
Other than not making full use of U.M.T.A. operating grants, Lodi, D.A.R. complied
with the TDA laws, rules and regulations which it operates under.
Implementation of Prior Performance Audit Recommendations
In the triennial performance audit ended June 30, 1988. three recommendations were
made. A summary of those recommendations and the City's follow-up are as follows:
Fol low -Up
1. R@Dort comalaints by Tyne and Freouency - Haintain a Not
log of comolaints and produce a auarterly or yearly Implemented.
tabulation' by type. Furthermore, any complaints
received by the cab company should be incorporated
into the recommended log.
2. Reoort Accidents and Road Calls on a Quarterly Basis
Partially
A log should be maintained in the city maintenance
Implemented -
department to record accidents and road calls as
City Main
they happen. The City should report accidents and
-tenance does
road calls on a quarterly basis. Negative trends
not report to
will alert the transit administration that potential
City Admin -
problems exist.
istration on
a quarterly
basis nor is
there any
trend
analysis.
3. Jnstitute Wheelchair - Accessible Service - To meet
Implemented.
the needs of wheelchair -bond users, the City should
acquire a lift -equipped vehicle as soon as possible.
Performance Audit Indicator Verification and Analysis
Part of the performance audit process is to gather the performance indicator
information, audit the controls over the collection of the data by Lodi D.A.R.
personnel, and conduct an analysis of the data. The performance indicator
information required by the TDA is as follows:
Operating Cost
Vehicle Service Hours
Employee Hours
Passengers
Vehicle Service Miles
Fare Revenues
The ratios to be calculated and analyzed are as follows:
Operating Cost per Passenger
Operating Cost per Vehicle Service Hour
Passengers per Vehicle Service Hour
Passengers per Vehicle Service Mile
Vehicle Service Hours per Employee
19
In addition to the above required infomation, we calculated and analyzed the
following information and ratios.
Fare Revenue Ratio
Vehicle Service Miles per Vehicle Service Hours
Average Passenger Fare
Average Passengers per Day
Vehicle service hours per employee could not be calculated due' to the absence of
reliable data. The contractor and the City staff do not accutfrlate information
regarding employee hours, which is required by the TDA.
Evaluation of Performance Indicators
The indicators as depicted on the following ppage indicate a sttable, non -variant
path. Operating costs per passenger increased 12.1% from the 1988-89 fiscal year to
the 1989-90 fiscal year. The increase was due mainly from increased insurance costs.
The Vehicle Service Hours, the Vehicle Service Miles, Passengers and Fares all show
a favorable correlative trend upward denoting favorable ridership expansion.
9
LODI DtAI�A-RIDE TRANSIT SYSTEM
Systemwide Performance Indicators
For the Three Years Ended June 30, 1991
TDA Re tri red IndicatQrs
Operating Costs per Passenger
Operating Costs per Vehicle Service
Hour
Passengers per Vehicle Service Mile
Passengers per Vehicle Service Hour
Vehicle Service Hours per Employee
1988-89 1989-90 1990-91
$ 3.38 $ 3.79 S 3.68
$ 19.55 $ 21.64 $ 21.02
.50 .50 .49
5.78 5.71 5.71
N/A N/A N/A
Other Systemwide Indicators
vera znq Cost per venicie Service Mile S
Vehicle Service.Miles per Vehicle
Service Hour
Farebox Recovery Ratio
Average Passenger Fare $
Statistical Date
Operating Costs (Net of Depreciation)
Vehicle Service Hours
Vehicle Service Miles
Passengers
Full -Time Equivalent Employees
Operating Costs less Casualty and
Liability Insurance and Depreciation
(Fare Revenue Ratio Only)
Fares
1.70 $ 1.88 $ 1.76
11.51 11.49 11.95
19.1% 15.9% 15.4%
.54 $ .51 S .51
S 247,134 $ 293,952 $ 313.853
12,643
13,582
14,932
145,504
156:104
178.488
73.115
77.605
85,343
N/A
N/A
N/A
$ 206.232 S
247,087
$ 283,439
$ 39,450 $
39,313
$ 43,576
Notes:
1. Operating costs and fares agree to fiscal and compliance audits.
2. Full-time Equivalent Employees could not be calculated due to the absence of
reliable data.
1 10
DETAILED FUNCTIONAL REVIENY
A performance audit requires that a functional review of the entity's operations
be performed to evaluate the system in terms of economy, efficiency and
effectiveness. The areas reviewed and our findings are enumerated below.
General Management and Organization
The Lodi Dial -A -Ride System is operated under contract with the "City Cab
Company," an independent transit operator located in Lodi. Annually, the City of
Lodi and City Cab Company enter into an agreement wherein City Cab Company agrees to
provide demand responsive service to residents within the City and to neighboring
Woodbridge, the Arbor Mobile -Home Park in Acampo and the Freeway Mobile -Home Park
within the unincorporated area of San Joaquin County. The services to Woodbridge and
the mobile -home parks are provided pursuant to a service agreement between the City
of Lodi and the County of San Joaquin. The Contractor provides dispatch, drivers,
assignment of vehicles and routing. The City provides the administrative function.
Monthly reports of operational data are received from City Cab, input, processed,
summarized and analyzed by the transit coordinator, an administrative official of the
City.
Service Planning
Annually, the City of Lodi holds unmet transit hearings to allow the public to
voice their opinions on possible new extensions of service. A meeting is held at the
Service Center in the afternoon and then in the evening before City Council. An ad
hoc transportation committee has been formed to assist i n the evaluation of this
process. Aside from the annual unmet transit needs hearings, no other formal
meetings are held with respect to strategic transportation planning.
The stated goal of Lodi DAR, as enumerated by the transit coordinator. is to
pick up and deliver 90% of all passengers within forty-five minutes. Except for the
10:00 a.m. to 2:00 p.m. rush, the Lodi D.A.R. has been accomplishing that standard.
Outside of this stated goal, no other goals, sub -goals or objectives have been
formalized. It should be noted, however, that the transit coordinator with the
assistance of the SJCCOG have sponsored a transit study wherein short range and long
range goals w i I I be developed, and the issue of fixed route versus demand response
w i I I be addressed. The results of the study w i I I be available in July of 1992. The
City does not survey riders and non -riders for frequency of usage, satisfaction
levels with service or purpose of trip. However, the study alluded to above will
involve some surveys which should be useful to the City.
Scheduling, Dispatch and Operations
Scheduling and dispatch are performed by the Contractor, City Cab Company. The
Contractor provides for a two-way radio system for communications between its central
dispatcher and vehicles between the hours of 7:00 a.m. to 7:00 p.m. on Monday through
Friday and 9:00 a.m. to 5:00 p.m. on Saturday.
The City provides the vehicles to the Contractor along with radio installation.
The Contractor owns and maintains the base station.
Drivers, at City Cab Company, are scheduled based upon shifts. The shifts are not
interchangeable. However, should a vacancy occur on a particular shift, then
seniority would take precedence i n determining the choice to f i I I the vacancy.
11
Training and Personnel Management
A I I drivers are employees of the Contractor, City Cab Company. The Contractor i s
required to employ sufficient personnel to meet the needs of the Lodi D.A.R.
operation and to maintain adequately trained drivers. Training is performed by the
California Highway Patrol on the employees own time. Once the driver i s
satisfactorily trained and has obtained the appropriate drivers license, the driver
can be assigned to the City's vehicles. Drivers and the owners meet once a month to
share information regarding routes, complaints and intersections that are hazardous.
This monthly meeting lasts approximately two hours. Every driver i s C.P.R.
certified.
Drivers at City Cab Company receive competitive benefits including medical,
vacation and hospitalization.
Administratfon
The administrative function is handled by the City's transit coordinator in
conjunction with City finance staff. The transit coordinator inputs. processes,
sumnarizes and evaluates the performance data. In addition, the transit coordinator
i s responsible for the management of the contract between the City and the
Contractor.
The evaluation of financial data and Performance data by the transit coordinator
begins with the contractor. The drivers for the contractor log hours, miles, trips,
destinations, etc. on daily log sheets which are sumnarized by the contractor and
remitted, along with the bill, to the City. The finance department receives the bill
and verifies the accuracy of the dollar total. The invoice along with the
operational data i s sent to the transit coordinator who approves the b i I I for payment
an inputs the performance data into a computerized lotus spread sheet. The end
product is a side by side monthly comparison of performance data that is used to
evaluate the Lodi DAR system. The financial budget versus actual information is
completed by the City's finance department and sent to the transit coordinator who,
again, evaluates the information. The administrative function i s quite efficient and
effective.
Risk management i s handled by a combination of risk transfer f9t excess liability
and risk retention. The City pools its risk by participating in a pooled risk
management entity. This has proved to be cost effective for the City as it has been
for most local governmental entities.
The cash fares generated by the Lodi D.A.R. are not received by the drivers.
Rather, the Dial -A -Ride Service operates on a scrip basis. The City itself sells
tickets to the ultimate users. The contractor submits the used tickets to the City,
which pays the contractor, effective for the fiscal year beginning July 1, 1990 and
ending June 30, 1991, 52.75 for each Dial -A -Ride ticket presented for service within
the City of Lodi and 43.25 for each ticket presented for service to the Woodbridge
and Acampo area (unincorporated areas within the County).
12
Marketing and Public Information
Outside of a news release addressing the availability of wheelchair lift equipped
vans, the Lodi Dial -A -Ride is not actively marketed. The reason cited was that it
might create excess demand for service over and beyond the capacity of the system.
Customer complaints are handled by the transit coordinator. Complaints received
by City Cab Company are referred to the City's transit coordinator. However, no log
is maintained of the complaints for purposes of analysis. Complaints that are
repetitive or significant are responded to by the transit coordinator.
Maintenance
A preventative maintenance schedule is in place and is being adhered to. The
vehicle fleet, which is maintained by the City's maintenance depaitment, is subject
to an 'every 3000 mile" maintenance regimen which includes an oil change and lube.
Each vehicle has a corresponding maintenance folder which documents all maintenance,
routine and non -routine, and accident information.
The maintenance facility is capable of accommodating the transit vehicles and upon
inspection appeared to be kept very clean and well equipped. The facility appears
to be suited to all aspects of maintenance necessary to properly maintain the transit
fleet.
Five of the ten vehicles utilized by Lodi DAR are approximately two years old.
The other five vehicles range from five years old to three. A replacement fund has
been established by the City to eventually replace the transit vehicles.
13
CONCLUSIONS AND RECONNENDATION
Overall, the City of Lodi Dial -A -Ride System appears to be operating in an
efficient, economical and effective manner. The recommendations that are outlined
below are designed to enhance the operations of Lodi D.A.R. and will be the topic for
follow-up in the next triennial performance audit.
Goals and Objectives - The goals and objectives with respect to short range and long
range transit planning of Lodi D.A.R. need to be expanded upon. Additionally, the
City should define sub -goals and sub objectives to provide a path of overall goal
attainment. The transit study currently being drafted should provide the basis for
the generation of these goals and sub -goals. Additionally, the City should develop
a system of evaluating its progress toward goal achievement.
Marketing and Public Information - The City should embark upon i more aggressive
marketing campaign to encourage ridership. This campaign should be predicated upon
the results of surveys performed to determine service satisfaction and the possible
need for more service or a service of different nature (e.g. fixed route).
Reoortina of Comolaints - The current system of handling complaints does not include
compiling the complaints by type or source. The City should maintain a log of
complaints so that, over time, trends can be discerned that will prompt management
action. The City should require the contractor to transmit complaints along with the
operational data. (This comment is a repeat of the prior triennial performance
audit) .
Employee Hour Eauivalents - The City should maintain a record of hours spent on the
transit system by City personnel and should require the contractor to report hours
devoted to the City of Lodi D.A.R. contract. Employee hours are required to
calculate Vehicle Service Hours per Employee under the T.D.A. The City personnel that
are administrative overhead could conduct a time study of one period, say one month,
and extend the results to the year in order to establish a reasonable amount. The
amount of City personnel time will be minimal when compared to the contractor's time,
so the time study would suffice.
U.M.T.A. Operating Assistance - The City should make full use of available U.M.T.A.
operating and capital grants before claiming State Transit Assistance Funds. This is
especially true now that the City is eligible for UMTA Section 9 Urban grant funds.