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Chicago, IL - April 7-9, 2008


T-FLEx Workshop
April 7-9, 2008
Summary Notes

The Fall 2008 T-FLEx Workshop was held in Chicago, Illinois, and was hosted by Joe Costello and the Regional Transportation Authority. Our sincere thanks go out to Joe and his staff for the wonderful job they did in making this workshop a successful event. Twenty-three people registered for this workshop. Everything was well organized, and the lunches and lunch-time speakers were very enjoyable. Even the Tuesday night thunderstorm and downpour could not dampen the spirit of those attending the closing night dinner. Thanks again to everyone at Chicago's RTA!

The theme of the workshop centered on Federal Funding Issues. Presentations included discussions of various funding initiatives used by attending agencies, JARC and New Freedom Grants, and the FTA's priorities for funding.

Jon Davis, Deputy General Manager/CFO of the "T" in Boston, gave a presentation on the State of Good Repair (SGR) Database the MBTA developed to evaluate and quantify the need for system reinvestment. The MBTA is investigating the possibility of licensing this software to other transit authorities for them to use in their capital investment program. His presentation gave an overview and showed input screens and reports from the software. The presentation is available here. Please contact Jon here for further information.

Yet another discussion of the T-FLEx benchmarking project focused on attempting to narrow the focus of the KPI's that are being tracked. Between the Spring workshop and the Fall workshop, Terry Cordell will be working with all member agencies to define a small number of KPI's that everyone can agree on. The goal is to be able to use more of the data from the NTD so that each agency does not have to use a large number of man hours to compile data from scratch.

Monday afternoon was devoted to Needs & Leads. We began with a discussion of the Job Access Reverse Commute (JARC) and New Freedom programs. LA MTA has a good deal of experience with these programs. Gladys Lowe filled the group in on issues that have arisen in their programs. If anyone is interested and would like more information, Gladys is a great resource and can be reached here.

Tuesday morning Dan Duff, attorney with Thompson Coburn started the day with a presentation on the FTA's revised charter regulations that are effective April 30, 2008. These new regulations are a major overhaul of existing regs and each member agency is encouraged to become familiar with the changes. The new regs can be found at APTA's website (www.apta.com) or at the FTA website (www.fta.dot.gov). Dan believes these new regulations will make it easier for transit agencies to determine if they are meeting the new guidelines.

Jeff Boothe, attorney with Washington D.C. based firm Holland & Knight made a presentation that went far beyond a simple discussion of the FTA's priorities for funding. His take on the authorization of SAFETEA-LU is that it is not likely to pass by September 30, 2009. He also discussed the serious trouble and likely deficit in the Highway Trust Fund by FY 2010 and the Mass Transit Account by FY 2011. He had some very interesting ideas on smart growth and land use planning being instrumental in the reduction of vehicle miles traveled. His entire presentation is available here and should be required viewing for every transit employee.

After a breakout session to develop ideas for Transit 201 modules, the group came up with: 1) Grants, 2) Triennial Review, 3) NTD, 4) Regulatory Framework, i.e. FTA/FHWA. There was also discussion of Transit 101 modules. Terry Cordell plans to work with a curriculum writer to review all Transit 101 modules and make corrections that were brought forward at the Fall 2007 Los Angeles workshop.

Irene DeMers led a discussion on the Budget and Grants Significant Interest Groups (SIG). Ideas were brought forth to increase participation in the calls. Some of those ideas included retitling the groups, narrowing the focus of the content of each call, emailing lists of questions to each agency prior to the calls, and bringing in subject matter experts to speak on specific topics in each call. There was also discussion of using other media to meet, i.e., emails, blogs, etc. Irene will be taking all the suggestions and will work towards making the SIG calls more relevant and increasing participation in the calls.

In addition to the workshop topics, each day included a guest luncheon speaker. On Monday, Luann Hamilton from Chicago DOT spoke about their CREATE program, designed to improve the efficiency of the rail network in the Chicago region. One third of the nation's rail traffic passes through Chicago. This program brings together freight, passenger and commuter rail agencies to improve safety and congestion. On Tuesday, members received an informative presentation regarding Chicago's bid to host the 2016 Summer Olympics.

Wes Wallace volunteered to host the Fall 2008 Workshop in Boston on September 8-10. More information will be forthcoming shortly but please mark your calendars now to attend this workshop.

AGENDA (FINAL revised 4-1-2008)

All sessions at the Regional Transportation Authority.
175 West Jackson Boulevard
Chicago, Illinois 60604
312-913-3200

Transit-Finance Learning Exchange invites you to attend

Federal Funding Issues

(Field of Study: Finance)
April 7-8, 2008
April 9, 2008 - Business Meeting

Program Content/Learning Objectives

Funding from the Federal government continues to play an important role in the ability of transit authorities to finance capital projects. Over the last several years, policies used to distribute that funding have changed. This workshop will concentrate on reviewing some of those changes and making participants aware of how those changes can affect their ability to provide capital projects. After attending this conference, participants will be able to:

  • Understand how the FTA's new charter regulations will affect the ability of their agencies to provide special services.
  • Understand how new grant programs like Job Access Reverse Commute and New Freedom Initiative can be successfully implemented.
  • Understand the USDOT's National Strategy to Reduce Congestion and what it means to their agencies in obtaining discretionary funding for capital projects.
  • Understand how software can assist in allocating available funding to infrastructure needs on the basis of the established capital programs goals and objectives.
  • Identify issues with the National Transit Database and determine best practices in developing and sharing industry-wide benchmarking data.
  • Identify and share best practices through "Needs & Leads.

Group-Live Delivery Method
Program Level: Advanced
Pre-Conference Reading Material Provided
No Prerequisites*
Earn up to 14.5 CPE credits

* This program is at an advanced level of continuing education. Although no prerequisite course or work experience is needed to participate in this program, working knowledge of finance and transportation practices and policies is required, as well as knowledge of the program topic.

To register for this course, contact Joe Costello or visit our Web site, www.tflex.org. For more information regarding refund, complaint and program cancellation policies, please contact Joe Costello at :

Transit-Finance Learning Exchange (T-FLEx) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org

Registration Information

Hotel

Blake Hotel
500 South Dearborn Street, Chicago, IL 60605
(312) 663-3200
www.HOTELBLAKE.COM

Reservations for April 6, 7 and 8 can be made up to March 6, 2008. After March 6, reservations are subject to availability and prevailing rates. The rooms are being held under the name "RTA Group Block". Rates for single or double occupancy are $149.00 (plus applicable taxes) per night. The hotel has agreed to extend this rate to those arriving early or leaving later.



[REGISTER NOW]

Workshop Fee

$125

Send no money at this time, TFLEx will invoice you later. (revised rkg 3-6-2008)

Day One
Monday, April 7, 2008
8:30 AM Continental Breakfast
9:00 - 9:30AM Welcome and review meeting objectives
Joe Costello, T-FLEx Leadership Committee/CFO RTA of Northeastern Illinois, welcomes participants.
Stephen E. Schlickman, Executive Director, RTA of Northeastern Illinois, welcomes workshop participants and provides an overview of the agency's funding initiatives.
9:30 - 10:15 AM Capital Asset Replacement
Jon Davis, Deputy General Manager/CFO of the "T" in Boston, will give a presentation on the State of Good Repair (SGR) Database the MBTA developed to evaluate and quantify the need for system reinvestment. The SGR Database forecasts asset renewal and replacement needs over time and allocates available funding to infrastructure needs on the basis of the established capital programs goals and objectives.
10:15 - 10:30 PM Break
10:30 - 11:30 AM NTD/Benchmarking
Members will break out to individual tables and work on specific NTD sections to develop comments to the FTA to improve the process. Afterwards, using the NTD as a basis, there will be a facilitated discussion to narrow the focus of the TFLEx Benchmarking project and select KPI's to track.
11:30 - 1:30 PM Lunch
Luann Hamilton will speak about the CREATE Program, a $1.5 billion plan to improve the efficiency of the rail network in the Chicago region. The program includes 78 projects, from railroad track additions and signal upgrades to grade separations of freight and passenger rail. The CREATE partners, the Illinois Department of Transportation, the Chicago Department of Transportation, and the Association of American Railroads (representing the freight railroads serving Chicago, and Metra, the region's commuter rail agency), are currently implementing the first phase of the program.
1:30 - 2:15 AM JARC and New Freedom grants
Agencies that have received Job Access/Reverse Commute or New Freedom Initiative grants provide details on the projects and describe the successes and challenges.
2:15 - 4:45 PM
Time for break included
Needs & Leads
Facilitated discussion of learning & development needs and business practices that others can emulate.
4:45 PM Wrap-up Day One
6:00 PM Group Dinner/Outing
Day Two
Tuesday, April 8, 2008
8:30 AM Continental Breakfast
9:00 - 10:00 AM FTA Revised Charter Regulations
The FTA has issued new regulations on charter service. Dan Duff, an attorney with Thompson Coburn, worked on the task force developing the regulations and will give an overview of the changes and what they mean to agencies.
10:00 - 11:345 AM
Time for break included
FTA Funding Jeff Boothe, attorney with Washington D.C. based firm Holland & Knight gives his take on the FTA's priorities for funding, including the new Public-Private Partnership Pilot Program, known as Penta-P, one of the programs in the USDOT's overall National Strategy to Reduce Congestion. Time for Q & A will also be available.
11:45 AM- 1:30 PM Lunch
A speaker from the City of Chicago will discuss the city's bid for the 2016 Olympics - focusing on the financial and public transportation aspects of hosting the games.
1:30 - 3:00 PM Transit 201
Breakout session to develop ideas for Transit 201 topics
3:00 - 3:15 PM Break
3:15 - 4:15 PM Status Reports
Website
Transit 101 - Curriculum Writer
Budget SIG
Grants SIG
Time allowed includes Q&A
4:15 - 4:45 PM Wrap-up Day Two and Overall Workshop Evaluation
Day Three
Wednesday, April 9, 2008
Please note that attendance at the business meeting is a must for at least one representative of member agencies. Representatives must be authorized to speak for their agency during the meeting.
8:30 AM Continental Breakfast
8:45-11:00 AM Meeting Agenda:
  1. T-FLEx financial status/budget update
  2. Proposed new bylaws
  3. Outline plans for Fall 2008 workshop and determine future sites for 2009
  4. Membership growth strategies, status, and prospects
  5. Follow up items/assignments
 
 
Next: Los Angeles, CA - October 29-31, 2007
 Cleveland, OH - April 29-30, 2010
 Anaheim, CA - Oct 19 - 21, 2009
 Chicago, IL - April 6-8, 2009
 Boston, MA - September 7-9, 2008
 Chicago, IL - April 7-9, 2008
 Los Angeles, CA - October 29-31, 2007
 Tampa, Florida - April 30 - May 1, 2007
 Chicago, IL - September 18-20, 2006
 Las Vegas - April 3-5, 2006
 Chicago, IL - October 16 - 17, 2005
 Dallas, TX - February 28-March 2, 2005
 Anaheim, CA - July 2004
 Tampa, Fl – February 23 - 22, 2004
 Pittsburgh, PA – August 19 - 21, 2002
 Washington, D.C. - March 18 - 20, 2002


5/2/2008 Workshop Summary - Needs and Leads
Informative article about the Chicago conference, written by Terry Cordell. Gives a speaker by speaker account.
Wordpad Document (size 70 KB)
5/1/2008 Business Meeting Minutes
Wordpad Document (size 32 KB)
4/8/2008 MBTA State of Good Repair Database, presented by Jonathan Davis
The SGR Database is a tool to assist the MBTA in identifying and prioritizing renewal and replacement actions needed to bring and sustain existing capital assets to a state of good repair.
PPT File (size 13368 KB)
4/8/2008 Federal Funding Issues
Federal Funding Issues, presented by Jeffrey F. Boothe
PPT File (size 3606 KB)
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