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Independent analysis · September 4, 2026

AC Transit staff report confirms reliability slide

The staff report establishes the observed operational reliability problem. Our independent rider-experience metrics can complement it by showing more targeted metrics on severe delays, long gaps and bunching, and patterns of when service failures occur.

AC Transit’s September 9 Service Reliability Report is unusually direct about the first half of 2026. Service Operated fell every month after February, 32,908 scheduled trips did not run, total operator unavailability remained above 30 percent, and the district’s new first-timepoint measure landed near 33 percent against a 95 percent target.

That is valuable candor. The packet also contains operational facts this independent project cannot reproduce: absence categories, operator headcount, road calls, passenger falls, bus cleanliness, log-on rates, and meal-break reliability. Those measures explain important causes and constraints. Independent rider-experience metrics can extend that picture: a single Service Operated percentage says little about short turns, a binary on-time percentage treats a bus 6 minutes late like one 36 minutes late, and neither measure says whether frequent buses arrived evenly or in pairs after a long gap.

96.18%official Service Operated average, January–June 2026
32,908scheduled trips AC Transit reports as not operated
33.37%first-timepoint departures within the district’s 0–1 minute window
7,715more May–June operated trips in agency records than the tracker detects

What the packet says happened

The operational story is coherent. Service Operated fell from 97.17 percent in January to 94.24 percent in June. Operator headcount fell from 1,253 in March to 1,222 in June, and operator unavailability averaged 32.39 percent against a target below 22.5 percent. Unscheduled unavailability—23.87 percent against a 14 percent target—was the larger problem. Staff attributes 14,416 missed trips, or 44 percent of all trips not operated, to operator unavailability.

The other headline looks better: agency On-Time Performance averaged 73.64 percent, up from 72.87 percent in the prior six months and close to the new 75 percent target. Staff credits February schedule changes and operator familiarity with the Realign network. Yet the monthly pattern is choppy rather than steadily improving.

Line chart of AC Transit’s reported departure On-Time Performance: 72.19 percent in January, 74.43 in February, 72.52 in March, 74.75 in April, 73.25 in May, and 74.72 in June 2026. The series oscillates near the 75 percent target rather than improving steadily.
Agency-reported departure On-Time Performance from Attachment 1.

The new first-timepoint KPI is a promising addition. Staff explains that oversized geofences were marking on-time departures late: Hayward BART moved from 0.02 percent in January to 28.31 percent in June after its geofence was adjusted. Continued calibration should make the measure increasingly useful for managing terminal departures.

Staff report suggests even more severe decline than independent report

The independent tracker can make a close Service Operated comparison. It counts a scheduled GTFS trip as operated when the public vehicle feed identifies that trip at least once—the same deliberately permissive rule described on the project’s KPI comparison page. This is separate from the stricter rider-facing Trip delivery measure, which requires a detected stop arrival.

Line chart comparing AC Transit’s reported Service Operated percentages from January through June 2026 with independent values available from April 18 onward. Both weaken, while the independent tracker is lower in April, May, and June.
April is only a 13-day independent sample. May and June are complete months.

Across the two complete comparison months, the staff report shows the sharper decline: Service Operated falls 1.26 percentage points from May to June, while the tracker rises 0.2 points. The tracker’s absolute level remains lower in both months, so the rate of decline and the depth of the shortfall are distinct findings.

MonthScheduled trips
agency / tracker
Operated trips
agency / tracker
Agency SOTracker SOOperated-trip difference
May146,893 / 146,893140,278 / 135,33195.50%92.1%−4,947
June141,229 / 141,226133,094 / 130,32694.24%92.3%−2,768

The near-perfect agreement on scheduled totals is reassuring: the two systems are looking at essentially the same service plan. The disagreement is in the numerator. Across May and June, AC Transit records 273,372 operated trips; the tracker identifies 265,657, a gap of 7,715 trips.

That gap is not proof that 7,715 additional trips were cancelled. The staff report measures service with internal operational systems, while the tracker can identify only service visible with a usable trip identifier in the public GTFS-Realtime feed. The district also reported a CAD/AVL issue from March through early May. These different observation methods can produce different absolute levels even when the broader trend aligns.

The broader trend is no longer ambiguous. AC Transit’s public KPI series lists July Service Operated at 89.93 percent; the tracker calculates 90.0 percent. In August the tracker falls again to 89.3 percent. The two systems diverge in May and June, then nearly converge on a much worse July result.

The June punctuality rebound does not appear in the arrival data

The OTP comparison is useful but not like-for-like. AC Transit measures departures at designated timepoints. The tracker independently detects arrivals at interior GTFS timepoints and applies the same one-minute-early to five-minute-late window as a proxy. Origins and final terminals are excluded. This difference can create a stable level gap; the monthly direction is still worth comparing.

Line chart of agency departure On-Time Performance and two independent arrival proxies. AC Transit rises from 73.25 percent in May to 74.72 percent in June, while the independent operated-trip proxy falls from 67.5 to 66.9 percent and the all-scheduled proxy falls from 62.4 to 61.9 percent.
MonthAC Transit departure OTPTracker arrival proxy
operated trips
Tracker arrival proxy
all scheduled trips
April*74.75%69.2%65.8%
May73.25%67.5%62.4%
June74.72%66.9%61.9%

*Independent April data begins April 18.

From May to June, the agency series improves 1.47 percentage points. The independent operated-trip proxy worsens 0.6 points. The all-scheduled proxy—which treats timepoints on unobserved trips as failures—also worsens 0.5 points. This may reflect arrivals accumulating delay after an on-time departure, different timepoint definitions, real-time-data gaps, or all three. It does mean the packet should not describe one OTP percentage as the whole rider experience.

The all-scheduled denominator also exposes a structural blind spot. An operated-service punctuality measure can improve while Service Operated collapses because a cancelled trip contributes no late timepoints. Riders do not experience those as separate systems. They experience a bus that does or does not arrive within a usable window.

A bus 10 minutes late is not the same as one 30 minutes late

The packet reports whether a timepoint falls inside a binary window, but not how far outside it falls. The independent arrival distribution can separate moderate disruption from severe disruption. Across May through August, it records 1,156,469 observed stop arrivals between 10 and 29 minutes late and 67,611 at least 30 minutes late. These are stop-level observations, not unique buses—a severely late trip can contribute several late stops.

Stacked bars show the share of independently observed stop arrivals that were 10 to 29 minutes late or at least 30 minutes late from May through August 2026. The combined share was highest in August.

August is the clearest example. Only 0.2 percent of observed stop arrivals were at least 30 minutes late, but 6.2 percent were 10 to 29 minutes late. Both groups fail a binary OTP test; they impose very different costs on a rider. A useful board scorecard should report at least 5–9, 10–29, and 30-plus-minute delay bands, along with median and 95th-percentile delay.

Neither Service Operated nor OTP measures the wait between buses

Frequent service can look acceptable on both headline measures and still arrive in a pair after a long gap. The packet contains no headway regularity, bunching, long-gap, or expected-wait measure—not even for the twelve high-frequency lines receiving the Trunkline Incentive Program payment.

Two charts show worsening independent bus-spacing measures from May through August 2026. Headway coefficient of variation rises from 0.21 to 0.23, and long gaps rise from 9.9 to 13.3 percent of comparable headways.

The tracker compares successive arrivals at the same stop, on the same route and direction, within the same hour. A bunched arrival is less than half the scheduled headway; a long gap is more than one and a half times the scheduled headway. From May to August, Headway CV rose from 0.21 to 0.23, long gaps rose from 9.9 to 13.3 percent of comparable headways, and bunched arrivals rose from 3.3 to 3.7 percent. The spacing penalty—the extra expected wait attributable to uneven arrivals—rose from 0.8 to 1.0 minute systemwide.

Those averages understate the harm on an individual route and hour. The scorecard should publish spacing by route, direction, time of day, and location, then flag repeated two-bus gaps. That is the level at which line managers can act and riders can recognize their experience.

The packet averages away the day and hour

This is a valid and consequential omission. Attachment 2 breaks service out by month, service type, and route, but never crosses performance with weekday versus weekend, hour of day, peak versus evening, or direction. The agency can identify that Line 40 operated 89.9 percent of June service, but a rider cannot learn whether its failures were scattered randomly or concentrated during the same evening window.

4 of 4nights produced a 40-plus-minute Line 40 gap at Foothill and Fruitvale in that same four-day sample.
80.7% / 52.6% / 64.7%of scheduled Line 51A evening trips were observed at a Broadway screenline on weekdays / Saturdays / Sundays and holidays in an April–August analysis.

Those studies are illustrative, not direct estimates for the packet’s January–June period: one extends beyond June and the other is a four-day August sample. That is the point. Once only a six-month or monthly route average is published, the public cannot test whether a persistent day-and-hour pattern was already present. Future reliability attachments should include route × direction × day type × time-period tables, with enough underlying data to distinguish a recurring failure from a one-off incident.

The trunkline appendix tells a more complicated story

The staff narrative says trunkline Service Operated rose from 93.99 to 96.54 percent after the incentive program, described as a 2.71 percent improvement. Attachment 3 reports a different comparison: 94.29 to 96.18 percent for all program routes, a gain of 1.89 percentage points, or 94.07 to 96.23 for carry-over routes, a gain of 2.16 points. The universes or dates may differ, but the packet does not explain the discrepancy.

More importantly, the same appendix shows that trunkline OTP fell from 71.90 to 70.87 percent. Non-trunkline OTP fell more, from 75.68 to 73.76 percent, so the incentive may have prevented a larger deterioration. That is still different from demonstrating that trunkline service became more punctual or evenly spaced.

Line 1T95.3% → 85.3%

Agency Service Operated, January to June. The tracker records 82.3% in June.

Line 4097.4% → 89.9%

Agency Service Operated, January to June. The tracker records 87.6% in June.

Line 51A96.4% → 90.9%

Agency Service Operated, January to June. The tracker records 88.3% in June.

Broad pre/post averages and current monthly deterioration can both be true. The board needs both views. A program may improve the odds that a trip is staffed while still failing to prevent bunching, long waits, or worsening conditions at the end of the study period.

“Operated” also needs a completion check

Both the district headline and the tracker’s like-for-like Service Operated calculation are permissive. Once a trip is detected, it counts as operated. The tracker therefore publishes a separate partial-trip measure for observed trips that did not reach their last passenger-boarding stop. In June, 13.0 percent of detected Line 51A trips were partial, as were 6.3 percent on the 1T, 5.0 percent on Line 40, 5.6 percent on Line 57, and 6.5 percent on Line 72.

Some of those findings can result from lost tracking rather than a short turn. AC Transit’s internal dispatch and CAD/AVL records are better positioned to distinguish the two and support a completion metric. A trip that runs one stop and a trip that completes its route should not be indistinguishable in the board’s only service-delivery percentage.

A better board scorecard

Keep the packet’s operational depth, but add the rider’s perspective

1

Did the bus run—and finish?

Publish Service Operated with planned and operated counts, partial and short-turned trips, consecutive unobserved-trip windows, and cause codes. Break the results out by route, direction, and time of day.

2

When did it reach riders?

Keep departure OTP and first-timepoint OTP, then add On Time Service Delivered, 5–9, 10–29, and 30-plus-minute delay bands, plus median and 95th-percentile delay. Show operated-only and all-scheduled denominators side by side.

3

How long was the wait?

Report headway deviation—including Headway CV—bunched arrivals, long gaps, expected wait, and spacing penalty for every frequent route. These measures should be mandatory for the trunkline incentive program.

The district and independent tracker are not telling opposite stories. Both show a reliability problem that became much worse as spring turned into summer. The disagreement is about magnitude, the June OTP rebound, and what counts as success. Pairing the staff report’s operational facts with rider-experience measures would connect causes and constraints to the wait, uncertainty, and severe delays riders actually experience.