HomeMy WebLinkAboutMinutes Corpus Christi Regional Transportation Authority - 05/12/2004 ,,.. ,,...
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BOARD OF DIRECTORS MEETINGct4'V
WEDNESDAY, MAY 12, 2004
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Co JUN 2004
SUMMARY OF ACTIONS M RECEIVED
CITYSECREI'ARY'S
1. Heard Presentation on City of Corpus Christi's Bayfront aster ME iv
2. Approved the Board of Directors' Minutes of April 7, 2004 40 4t
3. Heard Update on RTAC Committee Activities
4. Accepted Committee Reports
5. Awarded a Contract to Whiting Systems, Inc. for Procurement and
Installation of a Replacement Bus Wash
6. Awarded a Contract to Dailey & Wells Communication for a Supply and
Service Agreement for the Purchase and Installation of Replacement
Mobile and Supervisory Voice Radios
7.. Approved First Quarter Defined Benefit Investment Reports . •
8. Approved First Quarter Defined Contribution Investment Reports
9. Authorized Payment to Cummins Southern Plains, Inc. in the amount of
$39,150 for Unwarrantable Inspections and Repair Services Related to
Damaged Opus Bus Engines
10.Approved the First One Year Option with Life Re for Dental Insurance and
Authorized RTA to Contribute Monies to Cover the Cost Increase
11.Approved Implementation of a Trial Period Application of the Advance
Reservations Policy for Paratransit Service
12.Adopted an Updated RTA Investment Policy and a List of Authorized
Brokers/Dealers and Designated Investment Officer
• 13.Approved the January, February, and Mach 2004 Financial Reports
14.Heard B-Line Report
15.Heard General Manager's Report
16.Authorized the Board Chairman to Appoint a General Manager Selection
Committee
17.Appointed Ricardo Sanchez as Interim General Manager •
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The Regional Transportation Authority Board of Directors met at 8:30 a.m. in the
Regional Transportation Authority Facility located at 5658 Bear Lane, Corpus Christi,
Texas.
Board Members Present: Mike Rendon; Vicki Garza, Abel Alonzo, Abel Herrero, John
Corder, David Martinez, Roland Barrera, John Buckley, Carmen Arias
Board Members Absent: Anna Flores
Staff Present: Linda Watson, David Seiler, Ed Carrion, Vangie Chapa, Fred Haley,
Sylvia Castillo, Sylvia Mendez, Stuart Sher, Elias Sissamis, Lamont Taylor, Chuck
Trexler, Linda Falwell-Stover, Gayle Knight
Public Present: Roland Garza, Yolanda Olivarez, Ron Massey, Chuck Linn, Ellen
Scott, Georgia Neblett; Brenda Fernandez
Call to Order SCANNED
RegionalTransportation Authority
Board Of Directors Meeting Minutes
May 12,2004
Page 2
The Board of Directors' meeting was called to order at 8:35 a.m.
Ms. Yolanda Olivarez with Wells Fargo thanked the Board for the award 'of Bank
Depository Services contract. She reported that the RTA's transition to Wells Fargo had
gone smoothly. She provided the Board with Wells Fargo promotional items as a small
token of their appreciation.
Presentation on City of Corpus Christi's Bayfront Master Plan
City of Corpus Christi Assistant City Manager Ron Massey first provided background on
the Bayfront's history and reviewed several previously proposed concepts. He cited
examples of successful waterfront developments of comparable size and noted their
components, which included separate pathways for passive (walking) and active
(cycling, rollerblading) activities; designated special event/festival areas; and shade
producing landscaping. He reported the findings of a questionnaire and public
workshop, which determined the following public criteria for the space: improved
parking, more green park-like settings, additional amenities, and upgraded marina.
Based on these findings and a strength and weakness assessment of the area,
architects have formulated four potential scenarios. Mr. Massey briefly outlined the
major characteristics of each proposal:
Mr. Alonzo requested a.schedule of all future presentations. . .. . .
Discussion and Possible Action to Approve the Board of Directors' Minutes of
April 7, 2004
MS. GARZA MADE A MOTION TO APPROVE THE BOARD OF
DIRECTORS' MINUTES OF APRIL 7, 2004. MR. MARTINEZ
.SECONDED THE MOTION. THE MOTION CARRIED UNANIMOUSLY.
Update on RTAC Committee Activities
Ms. Staley provided a brief summary of the April 15, 2004 RTAC meeting. She
announced a vacancy on the RTAC Committee and noted that the Committee hoped to
issue a recommendation for that position by next month. She also stated that the RTAC
Committee supports the 90-day trial period for the three day advanced reservation
policy.
Ms. Staley reported that Customer Assistance Forms were up by 30% as compared to
the same timeframe last year; however, she clarified that several of the forms were
commendations. Mr. Alonzo requested that future reports distinguish between
commendations and complaints.
Action to Accept Committee Reports
Regional Transportation Authority
Board Of Directors Meeting Minutes
May 12,2004
Page 3
MS. ARIAS MADE A MOTION TO ACCEPT COMMITTEE REPORTS.
MS. GARZA SECONDED THE MOTION. THE MOTION CARRIED
UNANIMOUSLY.
Consent Agenda
Mr. Rendon called for consideration of the Consent Agenda items which are of a routine
or administrative nature. He asked if there were any items that should be pulled from
the Consent Agenda. Hearing none, he then called for a vote on the following consent
items:
a. Action to Award a Contract for the Procurement and Installation of a
Replacement Bus Wash at Bear Lane ,
b. Action to Award a Sole Source Contract to Dailey & Wells Communication
for a Supply and Service Agreement for the Purchase and Installation of
Replacement Mobile and Supervisory Voice Radios
MS. GARZA MADE A MOTION TO APPROVE CONSENT AGENDA
ITEMS 5A AND 5B. MS. ARIAS SECONDED THE MOTION. THE
MOTION CARRIED UNANIMOUSLY.
Discussion and Possible Action to Approve First Quarter Defined Benefit
Investment Reports
Mr. Linn provided a summary of the Defined Benefit Plan's performance during the first
quarter of 2004. He reported that the portfolio value at close of first quarter was
$11,582,699.61. This reflected a positive year-to-date return of 1.49%.
Mr. Buckley expressed concern that during the first quarter all but two of the benchmark
funds outperformed the account's investments. Mr. Linn responded that the statement
was not a true measure due to Wells Fargo not acquiring the account's funds from the
prior agent until January 6, 2004. He estimated that if Wells Fargo had been in
possession of the account on January 1, 2004, another 1.5% would have been earned,
thus performing above most of the benchmarks.
Mr. Alonzo questioned the reason for the delay in transferring funds and asked how
much that cost the RTA. Mr. Linn was unaware of the reason for the delay in such a
standard-procedure. He-estimated-the-5-day-delay-cost-the-account-approximately
$100,000.
Mr. Barrera asked Mr. Bell what if any legal recourse was possible against the prior
agent's errors and omissions statement. Mr. Bell stated recourse might be possible
depending on the nature of the circumstances surrounding the transfer.
MR. MARTINEZ MADE A MOTION TO APPROVE FIRST QUARTER
DEFINED BENEFIT INVESTMENT REPORTS. MS. GARZA
SECONDED THE MOTION. THE MOTION CARRIED UNANIMOUSLY.
Regional Transportation Authority
Board Of Directors Meeting Minutes
May 12,2004
Page 4
Discussion and Possible Action to Approve First Quarter Defined Contribution
Investment Reports
Ms. Scott reported that Wells Fargo added three new investment choices to the defined
contribution plan in December. Staff and Wells Fargo then met with all RTA employees
to advise them of these new options and other general information on managing their
accounts.
MR. MARTINEZ MADE A MOTION TO APPROVE FIRST QUARTER
DEFINED CONTRIBUTION INVESTMENT REPORTS. MS. GARZA
SECONDED THE MOTION. THE MOTION CARRIED UNANIMOUSLY.
Authorize Payment to Cummins Southern Plains, Inc. in the Amount of $39,150
for Unwarrantable Inspections and Repair Services Related to Damaged Opus
Bus Engines
Mr. Alonzo noted a discrepancy between initial estimates of a $50,000 repair cost and
this request for a $39,150 payment. Mr. Bunce clarified that this payment to Cummins
Southern Plains was part of the $50,000 total repair cost paid to Cummins and also
included in-house repair costs for the 17 damaged buses to date. Further, Mr. Bunce
stated he anticipated additional costs associated with these busses.
Mr. Alonzo asked if the RTA could forego the costly repairs. Mr. Bunce responded that
since federal law mandates the RTA use the vehicles for 12 years or 500,000 miles,
repairs must be made to continue service to riders.
Mr. Alonzo inquired as to the nature of the materials found in the damaged busses. Mr.
Bunce reported that independent lab analysis had determined the material to be
sandblasting media used to remove rust and corrosion from metal parts in the shop.
Ms. Watson announced that the Crime Stoppers programs is currently offering a reward
of up to $5,000 for information leading to the arrest and conviction of persons
responsible for the damaged busses. She stated that the Corpus Christi Police
Department (CCPD) interviewed nine employees in connection with this situation. All
but one of the nine employees agreed to a polygraph interview. In addition, the Police
Department reported that one of the employees who did comply with the polygraph test
was-fou nd-to-have-intentionally-attempted-to-skew-the-resu Its-and-was-classified-as-non-
cooperative.
asfound-to-have-intentionally-attempted-to-skew-the-results-and-was-classified-as-non-
cooperative.
Mr. Alonzo asked why more employees did not undergo polygraph tests. Ms. Watson
cited CCPD's limited time and resources as a factor. She clarified that CCPD does not
have jurisdiction over an internal organizational situation. , ,
Mr. Herrero asked if payment of this item would void the extended warranty. Mr. Bunce
stated the existing warranty pertaining to the engines' oiling systems, which is where the
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Board Of Directors Meeting Minutes
May 12,2004
Page 5
damage occurred, would not be warranted. He pointed out that the fuel system and
electrical system warranties are still valid.
Mr. Barrera asked how soon after receipt of the busses did a problem become
apparent. Mr. Bunce reported each bus underwent an oil change upon its arrival at RTA
with no problems noted. By the time the first problems surfaced, the busses had
already undergone their second and third oil changes and gone approximately 12-
16,000 miles. After each oil change, oil samples are routinely sent off for analysis.
None of those analysis determined any abnormality.
Mr. Rendon and Ms. Garza suggested that the Authority review the option of hiring a
private investigator to investigate this issue since this type of situation fell outside the
local police department's jurisdiction.
Mr. Alonzo suggested involving federal authorities since the busses damaged were
purchased with federal funds.
Mr. Rendon requested that Mr. Bell determine the RTA's options in pursuing these
suggestions. He,then called for any public comment on this item.
Mr. Garza addressed the Board and distributed copies of the police report on the bus
damage investigation. Citing his experience in auto mechanics, he disputed Mr.
Bunce's statement that sandblasting media could be found in the extreme heat
conditions of a vehicle's engine. He questioned several maintenance procedures that
had been changed during the course of this investigation. Mr. Garza expressed
concern that more non-RTEA members were not also questioned regarding this
incident.
MR. BARRERA MADE A MOTION TO AUTHORIZE PAYMENT TO
CUMMINS SOUTHERN PLAINS, INC. IN THE AMOUNT OF $39,150
FOR UNWARRANTABLE INSPECTIONS AND REPAIR SERVICES
RELATED TO DAMAGED OPUS BUS ENGINES. MS. GARZA
SECONDED THE MOTION. MR. ALONZO VOTED AGAINST. ALL
OTHER BOARD MEMBERS PRESENT VOTED FOR. THE MOTION
CARRIED.
Discussion and Possible Action to Approve the First One Year Option with Life
Re-for-Dental-Insurance
Ms. Mendez reported that the RTA currently offers its employees dental coverage
through Life Re. The contract was originally awarded in 2003 as a one-year contract
with two one-year renewal options. The first year is scheduled to expire on May 31,
2004. The renewal option offered by Life Re on March 29, 2004, were: 1) renewal with a
10% rate increase with no changes in plan design; or 2) renewal at a 0% increase,
moving endodonic and periodonic care to the major restorative benefit category,
payable at 50%.
Regional Transportation Authority
Board Of Directors Meeting Minutes
May 12,2004
Page 6
Staff conducted an informal survey of all employees to determine if employees were
willing to absorb the increased premium to maintain the current benefits level. A
majority of 81 respondents were willing to absorb the costs. If approved, effective June
1, 2004, employees would see a monthly increase of $1.65 for employee coverage and
$4.40 for family coverage. If the RTA chooses to absorb the increase for employees, a
savings of $4,158 will need to be identified in the 2004 budget. The RTA could also
choose to share increased costs with employees, requiring a savings of $1,246 to be
identified in the 2004 budget.
Ms. Watson noted that due to increased fuel and maintenance costs a budget
amendment may be presented to the Board and the increase in dental coverage cost
could be incorporated into the amendment.
Mr. Alonzo suggested that the RTA absorb this increase for employees since it was not
that significant an increase and such a gesture might improve employee morale.
Mr. Corder noted a relatively high cost for minimal coverage and asked if the RTA had
any other coverage options. Ms. Mendez noted that this was an option year and no
other bids had been secured.
Mr. Alonzo asked why RTA had not gone out for bids on this item. Ms. Mendez stated
that even with the increased cost proposed for the option year, the Life Re proposal was
better than what the other companies' had submitted last year.
MR. BARRERA MADE A MOTION TO EXERCISE THE OPTION YEAR
AND AUTHORIZE RTA TO ABSORB THE INCREASED COST. MS.
ARIAS SECONDED THE MOTION. THE MOTION CARRIED
UNANIMOUSLY.
Discussion and Possible Action to Award a Long Term Disability Insurance
Contract
Ms. Mendez reported that the current contract offered through Prudential Insurance
would expire on May 31, 2004. The RTA had issued a Request for Proposal and four
bids were received. Unum Provident submitted the most competitive cost proposal.
They submitted the proposal directly to RTA through three local agents. The RTA
Contracts Coordinator has advised that if the contract is awarded to Unum Provident,
the three—agents—listed—in—the—contract would—be—the—agents—of—record—and the-
commission would be divided between the agents.
Mr. Barrera noted that the proceeds from this contract were nominal and further
reduced with the three-way commission split. He suggested that perhaps Unum had
submitted the proposal with the expectation that the RTA would choose one of the three
brokers. Ms. Mendez stated that no such stipulation was in the proposal. Mr. Bell stated
that if each of the three brokers had submitted proposals separately, the RTA could
choose between them. However, since Unum submitted one proposal with three
Kegional.Transportation Authority
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Board Of Directors Meeting Minutes
May 12,2004
Page 7
brokers listed, RTA must award to Unum and abide with their proposal which listed
three agents as agents of record.
Mr. Rendon noted a decision must be made at the meeting due to the current coverage
expiring at the end of the month. He requested staff allow approximately two months for
Board or Committee discussion on such items in the future.
MR. BARRERA MADE A MOTION TO AWARD A LONG-TERM
DISABILITY INSURANCE CONTRACT TO UNUM PROVIDENT WITH
THE STIPULATION THAT THE INSURANCE COMPANY CHOOSE ONE
BROKER, IF POSSIBLE, UNDER . THEIR PROCEDURES. MR.
BUCKLEY SECONDED THE MOTION. MR. ALONZO, MR. HERRERO
VOTING AGAINST. ALL OTHERS VOTING FOR. THE MOTION
CARRIED.
Mr. Herrero expressed concern over the RTA interfering with a private company's
commission policy.
Discussion and Possible. Action to Approve Implementation of a Trial Period
Application of the Advance Reservations Policy for Paratransit Service
Mr. Seiler emphasized that the proposed changes are necessary to improve paratransit
service, not to penalize B-Line riders. The changes would reduce same day
cancellations, multiple trip reservations, no shows, cost and would ultimately improve
service efficiency.
Ms. Knight announced that the trial period would be from June 1, 2004 through August
31, 2004. Monthly reports would be provided to RTAC and the Board. Currently, B-
Line trips may be scheduled 1-14 days in advance; whereas, under the proposed pilot
project, trips will be scheduled 1-3 days in advance. Extensive community outreach,
including mass mailouts, flyers on B-Line busses, and information in the B-Line
newsletter, has been scheduled.
MR. ALONZO MADE A MOTION TO APPROVE IMPLEMENTATION OF
A TRIAL PERIOD APPLICATION OF THE ADVANCE RESERVATIONS
POLICY FOR PARATRANSIT SERVICE. MS. GARZA SECONDED° •
THE MOTION CARRIED UNANIMOUSLY.
Discussion and Possible Action to Adopt an Updated RTA Investment Policy and
a List of Authorized Brokers/Dealers and Designate Investment Officer
MR. BARRERA MADE A MOTION TO ADOPT AN UPDATED RTA
INVESTMENT POLICY AND A LIST OF AUTHORIZED
BROKERS/DEALERS AND DESIGNATE DIRECTOR OF FINANCE AS
INVESTMENT OFFICER. MS. GARZA SECONDED THE MOTION. THE
MOTION CARRIED UNANIMOUSLY.
•
Regional Transportation Authority
Board Of Directors Meeting Minutes
May 12,2004
Page 8
Discussion and Possible Action to Approve the January, February, and March
2004 Financial Reports
Mr. Sissamis reported several key aspects of the reports: January and February sales
tax revenues were $177,000 higher than the same period last year; fuel is $25,000 over
budget due to increased fuel prices; B-Line activities are $14,000 under budget; workers
compensation is $18,000 higher than budget; parts is $56,000 over budget due to
damaged busses and premature engine/transmission failure.
MR. BARRERA MADE A MOTION TO APPROVE THE JANUARY,
FEBRUARY, AND MARCH 2004 FINANCIAL REPORTS. MS. GARZA
SECONDED THE MOTION. THE MOTION CARRIED UNANIMOUSLY.
B-Line Report
Ms. Fernandez reported B-Line had a very busy month in March with 14,556 trips in
addition to 1,073 ADART scheduled trips. They had 0 denials and 2.64 passengers per
hour. She stated that MV would be conducting extensive outreach in conjunction with
the advance reservation trial period.
General Manager's Report
Ms. Watson invited the Board to attend the RTA Bus Roadeo to be held Sunday, May
16, 2004 with a picnic immediately following. She also announced the 2004 Harbor
Ferry Kick-Off would be held Friday, May 28, 2004. at the Solomon P. Ortiz Center
Plaza. Ms. Watson reported the Corpus Christi City Council had approved closing the
Alameda Street overpass to initiate construction on the Livable Communities Initiative
improvements. The City Council had passed a resolution supporting the streetcar
project; however, they stipulated they did not want their support to be seen as an
indicator of a financial commitment. Two council members indicated they were willing to
include support of the project in the bond package later this year.
Opportunity for Public Comment
There was no public comment.
Closed Session for Discussion and Possible Action in Open Session Concerning
Resignation_of_Gener_al_Manager,_Appointment-of-Inter-im_General-Manager-and
Search Process for Selection of New General Manager
Mr. Rendon recessed the meeting at 11:11 a.m. to go into closed session for the
purpose of discussing the General Manager's resignation, appointment of an interim
General Manager and search process for selection of a new General Manager,
pursuant to Section 551.074, Personnel Matters, of the Open Meetings Act.
The meeting was reconvened at 11:55 a.m. by Mr. Rendon.
Regional Transportation Authority
Board Of Directors Meeting Minutes
May 12,2004.
Page 9
MR. BARRERA MADE A MOTION TO ALLOW THE BOARD CHAIR TO
NEGOTIATE MS. WATSON'S SEPARATION AGREEMENT. MS.
GARZA SECONDED. THE MOTION CARRIED.
MS. GARZA MADE A MOTION TO NAME RICARDO SANCHEZ AS
INTERIM GENERAL MANAGER AND TO GRANT HIM A $2,000 PER
MONTH STIPEND UNTIL A PERMANENT GENERAL MANGER IS
EMPLOYED. MR. BARRERA SECONDED THE MOTION. THE MOTION
CARRIED WITH MR. HERRERO ABSTAINING TO AVOID CONFLICT
OF INTEREST.
MR. BARRERA MADE A MOTION TO AUTHORIZE THE BOARD
CHAIR TO APPOINT A SELECTION COMMITTEE TO FACILITATE THE -
GENERAL MANAGER RECRUITMENT PROCESS. MS. GARZA
SECONDED THE MOTION. THE MOTION CARRIED UNANIMOUSLY.
Adjournment
Each of the board members thanked Ms. Watson for her dedication to the RTA and
wished her luck with her new position as the General Manager for the Orlando, Florida
public transit system.
There being no further business, the meeting was adjourned at 12:01 p.m.
adt,tuni
ANNA M. FLORES
BOARD SECRETARY
DATE