Report No: Meeting Date:
16- 044 February 24, 2016
Alameda-Contra Costa Transit District
STAFF REPORT TO:
AC Transit Board of Directors
FROM:
Michael A. Hursh General Manager
SUBJECT:
FY 2015-16 Second Quarter Employee and Non-Employee Out-of-State Travel
BRIEFING ITEM RECOMMENDED ACTION(S):
Consider Receiving the FY 2015-16 Second Quarter Employee and Non-Employee Out-of-State Travel Report . EXECUTIVE SUMMARY:
employee out-of-state travel for the Second Quarter of FY 2015-16 totals $42,660.07 with $2,552.93 grant funded and $40,107.14 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 Second Quarter, and Attachment 2 provides a detailed description of the justification for the trip and the nature of the expenses. The
BUDGETARY/FISCAL IMPACT:
Budgeted travel activity is included as part of FY 2015-16 budget.
BACKGROUND/RATIONALE:
The employee out-of-state travel for the Second Quarter of FY 2015-16 totals $42,660.07, with $2,552.93 grant funded and $40,107.14 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 Second Quarter, and Attachment 2 provides a detailed description of the justification for the trip, as well as the nature of the expenses. The out-of-state travel was primarily focused on employee development activities. summary of the out-of-state travel for the second quarter is as follows: Title of Conference
Month of Attendance
Northwest Transit Exchange ITS Arizona 22nd Annual Conference NeoGov User Conference HR Technology Conference & Expo Clever Devices User Conference Eno Transit Sr. Executive Program
September 2015 September 2015 October 2015 October 2015 October 2015 October 2015 1 of 9
A brief
Report No. 16-044 Page 2 of 2 US Hybrid Site Visit APTA Legislative Committee Meeting Transit CIO Consortium
November 2015 December 2015 December 2015
ADVANTAGES/DISADVANTAGES: There are no notable advantages or disadvantages.
ALTERNATIVES ANALYSIS: This report does not recommend an action.
PRIOR RELEVANT BOARD ACTIONS/POLICIES: Staff Report 15-271 FY 2015-16 First Quarter Employee and Non-Employee Out-of-State Travel
ATTACHMENTS: 1: Employee Out-of-State Travel Summary, Second Quarter FY 2015-16 2:
Detailed Description of Employee Travel, Second Quarter FY 2015-16
Executive Staff Approval:
Claudia L. Allen, Chief Financial Officer
Prepared by:
Sue Lee, Treasury Manager
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AC Transit OUT OF STATE TRAVEL SUMMARY (EMPLOYEES)
Sorted by Name
2ND QUARTER (OCT- DEC) FY 2015/2016
Name
Start Date
Archer,Mary
9/30/2015
Buller, Wilmer
9/29/2015
Cruz, Emily Marie Sutkus
10/13/2015
Cruz, Emily Marie Sutkus
10/18/2015
End Date
Purpose
10/2/2015 Northwest Transit Exchange 10/1/2015 ITS Arizona 22nd Annual Conf. 10/17/2015 NeoGov User Conference 10/21/2015 HR Technology Conference & Exp 12/4/2015 APTA Legislative Com Mtg WasDC
City/State
Grant Funded?
Total Cost
SEATTLE, WA
No
PHOENIX,AZ
No
LAS VEGAS, NV LAS VEGAS, NV
No No
WASHINGTON, DC BALTIMORE, MD
No No
1,341.68 1,249.78
885.68 .
882.36 2,085.72 2,640.98
Greene,Beverly
12/2/2015
Johnson,Carlos Landau, Nathan
10/18/2015 10/27/2015
10/22/2015 Clever Devices User Conference 10/31/2015 Designing Cities 2015 NACTO
AUSTIN,TX
No
2,529.70
Lewis-Williams,Sandra Llamas, Salvador
10/18/2015
10/22/2015 Travel to Clever Devices User 10/23/2015 Eno Transit Sr. Exec Program 10/2/2015 Northwest Transit Exchange
WASHINGTON,DC WASHINGTON,DC
Yes No
1,241.15 5,905.17
SEATTLE, WA
No
1,012.11
10/22/2015 Clever Devices User Conference 10/3/2015 Effective Employee Discipline workshop
BALTIMORE.MD NEWYORK,NY
No
1,462.09 3,299.77
10/17/2015
Martin,Ajay
9/30/2015
Martin,Ajay
10/18/2015
Medwin,Jonathan
9/30/2015
AUSTIN,TX
Orozco,Ernest
10/18/2015
12/11/2015 Transit CIO Consortium 10/22/2015 Clever Devices Users Conf.
No No
WASHINGTON, DC
No
827.61 1,441.34
Pasch,Eric
10/18/2015
10/22/2015 Clever Devices User Conference
WASHINGTON, DC
Yes
1,311.78
Radosevich,James
10/18/2015
10/21/2015 HR Technology Conference & Exp
LAS VEGAS,NV
No
2,585.10
Ramos. Rebekah
10/10/2015 10/18/2015 11/16/2015
10/13/2015 NTI Trainer's Workshop 10/23/2015 Transit Senior Executive Progr 11/20/2015 US Hybrid Site visit- CT 10/22/2015 Clever Devices User Conference
NEW ORLEANS,LA WASHINGTON,DC
No No
2,182.25 6,107.54
HARTFORD,CT BALTIMORE,MD
No No
2,166.90 1,501.36 42,660.07
O'Neill, Tom
Sooch,Manjit Vega,Jose L. Wong Mah,William Total
12/9/2015
10/18/2015
Recap: Grant-funded travel District-funded travel Total
2,552.93 40,107.14 42,660.07
•includes $3,700 Tuitioon. (/)
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SR16-044 ATT.2
Employee:
Mary Archer
Date:
9/30-10/2/2015
Purpose:
Northwest Transit Exchange
Place:
Seattle, Washington
Cost:
$885.68
Nature of Expenses: Airfare ($250.20); Lodging ($451.58); Per Diem ($177.50); Ground Transportation
($6.40) Justification: To learn "best practices" from transit agencies in the northwest part of the USA. Sessions were small, open forum discussions on pre-determined topics such as "Tools to Communicate Service Change Impacts," "Addressing Rider Expectations of Schedules," and tips for developing service guidelines. Also attended technical tours and received a presentation from Remix, the latest tool for service planning analysis.
Employee:
Wil Buller
Date:
9/29-10/1/2015 ITS Arizona 22"' Annual Conference
Purpose: Place:
Phoenix, Arizona
Cost:
$882.36
Nature of Expenses: Airfare ($299.00); Lodging ($259.02); Ground Transportation ($71.84); Per Diem
($177.50); Conference Fee ($75.00) Justification: Attended ITS Annual Transportation Engineering Conference to give presentation on recent Transit IT Innovations. This conference also afforded the opportunity to further professional development.
Employee:
Emily Sutkus
Date:
10/13-10/17/2015
Purpose:
NeoGov User Conference
Place:
Las Vegas, Nevada
Cost:
$2,085.72
Nature of Expenses: Airfare ($63.00); Lodging ($903.84); Ground Transportation ($25.63); Per Diem
($294.25); Conference Fee ($799.00) Justification: The NeoGov Conference involved attending a training on the administrator aspects of NeoGov as well as the actual conference. The conference had several sessions on new enhancements to the software, how other agencies are using the software, information on learning new aspects of the software and networking sessions to meet other similar analysts doing recruitment and using NeoGov software. The conference really expanded on how to use NeoGov's software to maximize efficiencies in the recruitment process. Employee:
Emily Sutkus
Date:
10/18-10/21/2015
Purpose:
HR Technology Conference & Expo
Place:
Las Vegas Nevada
Cost:
$2,640.98
Nature of Expenses: Conference Fees ($1,645.00), Airfare ($104.00), Lodging ($584.64), Ground Transportation ($51.34), Per Diem ($256.00)
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Justification: A conference all different types of technologies relating to HR. There were several sessions on how other companies have used these technologies and demonstrations on how these technologies worked. The conference was highly beneficial, as AC Transit HR is currently in the market for additional technology tools in recruitment, interviewing and classification.
Employee:
Beverly Greene
Date:
12/2-12/4/2015
Purpose:
APTA Legislative Committee Meeting
Place:
Washington, District of Columbia
Cost: $1,341.68 Nature of Expenses: Airfare ($684.20); Lodging ($409.92); Ground Transportation ($70.06); Per Diem ($177.50); Justification: Attended a number of committee meetings on behalf of the District which included the Legislative Committee, the Leadership APTA Committee, and the Member Services Committee. She met with key individuals in the transportation industry including members of COMTO and APTA.
Employee: Date:
Carlos Johnson 10/18-10/22/2015
Purpose:
Clever Devices User Conference
Place:
Baltimore, Maryland
Cost: $1,249.78 Nature of Expenses: Airfare ($398.00), Lodging ($628.28), Per Diem ($223.50) Justification: The trip was to give AC Transit users a good overview of the Clever Devices products that we had purchased, network with Clever Devices technical staff, network with other properties that use Clever Devices products, and participate in initial training sessions for Clever Devices products. This served to give AC Transit a deeper glimpse of the products before going into training.
Employee:
Nathan Landau
Date:
10/27-10/31/2015
Purpose:
Designing Cities 2015 NACTO
Place:
Austin, Texas
Cost: $2,529.70 Nature of Expenses: Airfare ($401.96); Conference fees ($745.00); Lodging ($1,037.64); Ground Transportation ($43.60); Per Diem ($301.50) Justification: The cities of Oakland, Palo Alto, San Francisco, and San Jose participate in NACTO. NACTO's goal is to improve the efficiency and amenity of streets in American cities so they can function better for all modes of transportation, including transit. The conference included numerous sessions about transit and related topics.
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Employee:
Sandra Lewis-Williams
Date:
11/2/2015
Purpose:
Clever Devices Users Conference
Place:
Washington, District of Columbia
Cost: $1,241.15 Nature of Expenses: Airfare ($402.00), Per Diem ($106.50); Lodging ($663.31); Ground Transportation ($69.34) Justification: The trip was to give AC Transit users a good overview of the Clever Devices products that we had purchased, network with Clever Devices technical staff, network with other properties that use Clever Devices products, and participate in initial training sessions for Clever Devices products. This served to give AC Transit a deeper glimpse of the products before going into training.
Employee:
Salvador Llamas
Date:
10/17-10/23/2015
Purpose:
Eno Transit Senior Executive Program
Place:
Washington, District of Columbia
Cost: $5,905.17 Nature of Expenses: Airfare ($397.99), Lodging ($1,662.54); Per Diem ($58.50); Ground Transportation ($86.14); Tuition ($3,700.00) Justification: Nominated by AC Transit Executive Staff to participate in the Eno Transit Senior Executive Seminar. The Eno Transit Senior Executive Program is a year-long leadership development program. The course is centered around an intensive week-long seminar held in Washington, DC. Participants hear from distinguished guest lecturers, develop their leadership skills, and build connections in the transit industry. Employee:
Martin Ajay
Date:
9/30-10/2/2015
Purpose:
Northwest Transit Exchange
Place:
Seattle, Washington
Cost: $1,012.11 Nature of Expenses: Airfare ($250.20), Lodging ($492.78); Per Diem ($177.50); Ground Transportation ($91.63) Justification: to learn "best practices" from transit agencies in the northwest part of the USA. Sessions were small, open forum discussions on pre-determined topics such as "Tools to Communicate Service Change Impacts," "Addressing Rider Expectations of Schedules," and tips for developing service guidelines. Also attended technical tours and received a presentation from Remix, the latest tool for service planning analysis.
6 of 9
Employee:
Martin Ajay
Date:
10/18-10/22/2015
Purpose:
Clever Devices User Conference
Place:
Baltimore, Maryland
Cost: $1,462.09 Nature of Expenses: Airfare ($498.20); Lodging ($628.28); Per Diem ($277 .25); Ground Transportation; ($58.36); Justification: The trip was to give AC Transit users a good overview of the Clever Devices products that we had purchased, network with Clever Devices technical staff, network with other properties that use Clever Devices products, and participate in initial training sessions for Clever Devices products. This served to give AC Transit a deeper glimpse of the products before going into training.
Employee:
Jon Medwin
Date:
9/30-10/3/2015
Purpose:
Effective Employee Discipline Workshop
Place:
New York, New York
Cost: $3,299.77 Nature of Expenses: Airfare ($502.20), Lodging ($1,085.71); Per Diem ($147.50); Ground Transportation ($69.36); Conference Fees ($1,495.00) Justification: This was a required seminar by my supervisor at the time, Jim Pachan, as a tool to better understand and thrive as a manager in a union environment.
Employee:
Tom O'Neill
Date:
12/9-12/11/2015
Purpose:
Transit CIO Consortium
Place:
Austin, Texas
Cost: $827.61 Nature of Expenses: Airfare ($310.20); Lodging ($319.70); Parking ($37.21); Per Diem ($160.50); Justification: Attended the Transit CIO Consortium meeting in Austin, Texas to discuss issues and technologies with fellow CIOs. Agenda topics included mobile payments, fare systems, network security, and cloud services.
Employee:
Ernest Orozco
Date:
10/18-10/22/2015
Purpose:
Clever Devices Users Conference
Place:
Washington, District of Columbia
Cost: $1,441.34 Nature of Expenses: Airfare ($601.50); Lodging ($628.28); Ground Transportation ($70.06); Per Diem ($141.50); Justification: The trip was to give AC Transit users a good overview of the Clever Devices products that we had purchased, network with Clever Devices technical staff, network with other properties that use Clever Devices products, and participate in initial training sessions for Clever Devices products. This served to give AC Transit a deeper glimpse of the products before going into training.
7 of 9
Employee:
Eric Pasch
Date:
10/18-10/22/2015
Purpose:
Clever Devices User Conference
Place:
Washington, District of Columbia
Cost: $1,311.78 Nature of Expenses: Airfare ($433.00), Lodging ($628.28); Parking ($96.00); Per Diem ($106.50); Ground Transportation ($48.00) Justification: The trip was to give AC Transit users a good overview of the Clever Devices products that we had purchased, network with Clever Devices technical staff, network with other properties that use Clever Devices products, and participate in initial training sessions for Clever Devices products. This served to give AC Transit a deeper glimpse of the products before going into training.
Employee:
James Radosevich
Date:
10/18-10/21/2015
Purpose:
HR Technology Conference & Expo
Place:
Las Vegas, Nevada
Cost: $2,585.10 Nature of Expenses: Airfare ($188.00), Lodging ($562.24); Per Diem ($158.50); Ground Transportation ($31.36); Conference fee ($1,645.00) Justification: Put on annually by HR Executive magazine. It includes information sessions and a vendor exposition, and focuses on the HR business process and organizational success enabled by technology.
Employee:
Rebekah Ramos
Date:
10/18-10/22/2015
Purpose:
NTI Trainer's Workshop
Place:
New Orleans, Louisiana
Cost: $2,182.25 Nature of Expenses: Airfare ($510.20), Lodging ($1,009.20); Per Diem ($212.50); Ground Transportation ($75.35); Registration Fee ($375.00); Justification: Conference provided an opportunity to share best practices for learning and development programs at other agencies.
Employee:
Manjit Sooch
Date:
10/17-10/21/2015
Purpose:
Transit Senior Executive Program
Place:
Washington, District of Columbia
Cost: $6,107.54 Nature of Expenses: Airfare ($400.99), Lodging ($1,662.54); Parking ($112.00); Tuition ($3,700.00); Per Diem ($140.50); Ground Transportation ($91.51) Justification: I was nomination by ENO instructors to attend Eno Transit Senior Executive (TSE) Program. The TSE Program is centered around an intensive week-long seminar held in Washington, DC. The TSE Program is designed for top transit executives to participate in an intensive and confidential forum on strategic management, leadership, and critical emerging industry issues. Heard from distinguished guest lecturers, develop their leadership skills, and build connections in the transit industry. Also learned from more than a dozen guest lecturers who are current or former transit general managers, senior Federal officials, or senior private sector staff.
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Employee:
Jose Vega
Date:
11/16-11/20/2015
Purpose:
US Hybrid Site Visit
Place:
Hartford, Connecticut
Cost: $2,166.90 Nature of Expenses: Airfare ($872.20); Auto Rental ($183.25); Lodging ($765.90); Per Diem ($252.00); Mileage ($88.55); Miscellaneous ($5.00) Justification: This trip was to provide oversight and technical support of testing for a Fuel Cell Power plant operated by AC Transit and being tested by US Hybrid. The technical support included verifying US Hybrid was operating the unit within the agreed upon operating parameters and monitoring the performance of the fuel cell stacks and supporting components.
Employee:
William Wong
Date:
10/17-10/22/2015
Purpose:
Clever Devices User Conference
Place:
Baltimore, Maryland
Cost: $1,501.36 Nature of Expenses: Airfare ($446.20); Lodging ($628.28); Per Diem ($223.50); Ground Transportation ($203.38); Justification: The trip was to give AC Transit users a good overview of the Clever Devices products that we had purchased, network with Clever Devices technical staff, network with other properties that use Clever Devices products, and participate in initial training sessions for Clever Devices products. This served to give AC Transit a deeper glimpse of the products before going into training.
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