1. Update on Resolution 3866/Clipper ® Fare Media Transitions MTC Operations Committee July 8, 2011

2. 2 Resolution 3866 Adopted in February 2010 Required transit agencies to transition pre-paid fare media to Clipper-only, among other requirements Listed specific fare media and due dates for the five agencies operating Clipper in February 2010 Failure to meet requirements could result in sanctions, including withholding, restricting or re-programming funds

3. 3 Completed Res. 3866 Transitions Fare Media TransitionTransition Date AC Transit 31-Day Local Pass - Youth 31-Day Local Pass - Adult 10-Ride Tickets - Youth and Adult 7/31/10 12/31/10 BART EZ Rider 12/31/10 Caltrain 8-Ride Tickets – Adult and Discount Monthly Passes – Adult and Discount 1/31/11 3/1/11 GGBHTD Transit Value Cards ($25, $50, $75) 8/1/10

4. 4 Completed Res. 3866 Transitions (Continued) Fare Media TransitionTransition Date SFMTA Golden Gate Ferry 2-Way Transfer 10-Ride Ticket Book Muni/BART Transfer Adult BART/Muni Monthly FastPass (A Pass) RTC/Disabled Monthly Pass Adult Muni Monthly Pass (M Pass) Senior Muni Monthly Pass 4/15/10 4/30/10 10/4/10 11/1/10 2/1/11 4/1/11 6/1/11

5. 5 Transitions In Progress and on Schedule Fare Media TransitionTransition Date SFMTA Youth M Pass 8/1/11

6. 6 Conferring with Transit Agencies Fare Media Transition3866 Transition Date Status AC Transit Senior/Disabled 10-Ride Tickets Senior/Disabled Monthly Pass Class Pass (UCB Student Pass) 1-Ride Tickets for Social Services Agencies Waived Evaluating continuation of waivers BART High Value Discount Senior (Green) Tickets Youth/Disabled (Red) Tickets 3/1/11 5/1/11 Recent BART GM letter proposes a 12/31/11 transition date for the three products

7. 7 Conferring with Transit Agencies (Continued) Fare Media Transition3866 Transition Date Status BART Student (Orange) Tickets BART Plus Waived Evaluating continuation of waivers Caltrain GO Pass 1/31/11Discussing new date SFMTA BART-Daly City Transfer Adult Single Token Passports Transfers Senior/Disabled A Pass; Lifeline; Class Pass 8/1/10 4/1/11 6/30/11 9/30/11 TBD Discussing new date Currently not on Clipper Discussing options Currently not on Clipper

8. 8 MTC Notification to BART BART missed three transition dates and failed to propose revised dates – High value discount tickets – Senior tickets – Youth and Disabled tickets On June 14, MTC Exec Director notified BART General Manager that sanctions could be imposed for failure to meet the requirements and asked for a corrective action plan with new dates Sanctions could include withholding, restricting or re-programming funds BART submitted a corrective action plan on June 29

9. 9 BART Corrective Action Plan June 29 BART GM letter proposed a 12/31/11 transition date for: – High Value Discount (HVD) tickets – Senior (Green) tickets – Youth/Disabled (Red) tickets Proposed approach: – Outreach and marketing (similar to current efforts) – Phased shutdown of paper ticket retail network – Fully transition EZ Rider parking to Clipper – Requested funding for implementation MTC staff recommendation – Agree to revised date – Collaborate to refine approach – Continued consideration of request for implementation funding

10. 10 BART Corrective Action Plan (Continued) Further, BART proposed exploring additional initiatives to increase overall Clipper usage – Ticket vending machine retrofit to sell Clipper cards – Add fare machine integration Other options include configuring some ticket machines as Clipper-only

11. 11 SamTrans and VTA SamTrans and VTA have initiated Clipper operations since Res. 3866 was adopted Res. 3866 requires: – SamTrans transition within 1 year of revenue ready – VTA transition within 1 year of revenue ready and implementation of a day pass accumulator product In discussions to identify the set of fare products for transition and transition dates

12. 12 Actual and Projected Transaction Volume Contract benchmark

13. 13 Next Steps Consult with operators on recommended changes for Res. 3866, including: – Revised dates for BART – New dates for VTA and SamTrans – Other revised dates for the five operators Submit recommended changes to Res. 3866 at Operations Committee and Commission meetings in the Fall