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Tbest Implementation Procedures for Strategic and Service Planning

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Tbest Implementation Procedures for Strategic and Service Planning TBEST IMPLEMENTATION PROCEDURES FOR STRATEGIC AND SERVICE PLANNING Prepared for: State of Florida Department of Transportation Public Transit Office 605 Suwannee Street, MS 30 Tallahassee, Florida 32399-0450 TBEST IMPLEMENTATION PROCEDURES FOR STRATEGIC AND SERVICE PLANNING Technical Memorandum December 2011 Prepared by:Rodney Bunner, Steven Polzin, Justin Begley Center for Urban Transportation Research (CUTR) University of South Florida 4202 E. Fowler Ave. CUT 100 Tampa, Florida, 33620-5375 Special thanks to LYNX personnel for their contribution to the study FDOT Project Manager: Diane Quigley Florida Department of Transportation 605 Suwannee Street, MS 26 Tallahassee, FL 32399 (850)414-4520 [email protected] TBEST Implementation Procedures for Strategic and Service Planning | i TABLE OF CONTENTS INTRODUCTION ..................................................................................................................................................... 1 BENEFITS OF TBEST IMPLEMENTATION.................................................................................................................. 2 TBEST IMPLEMENTATION OVERVIEW .................................................................................................................... 4 TBEST IMPLEMENTATION - PROCESS FLOW .................................................................................................................. 4 TBEST PERSONNEL ROLES ........................................................................................................................................ 6 DATA STORAGE ...................................................................................................................................................... 6 MODEL MAINTENANCE ............................................................................................................................................ 7 EXTERNAL DATA DISTRIBUTION .................................................................................................................................. 7 TBEST INSTALLATION .............................................................................................................................................. 8 TBEST GTFS Network Import Tool Installation ................................................................................................. 9 TRAINING ............................................................................................................................................................. 9 TBEST IMPLEMENTATION PLAN ........................................................................................................................... 10 PLAN COMPONENTS .............................................................................................................................................. 10 IMPLEMENTATION SCHEDULE ................................................................................................................................... 11 TBEST MODELING WORKFLOWS AND PROCEDURES ............................................................................................ 13 MODEL VALIDATION .............................................................................................................................................. 14 MODEL MAINTENANCE .......................................................................................................................................... 20 MODEL APPLICATION ............................................................................................................................................. 29 MODEL ANALYSIS ................................................................................................................................................. 44 Route and System Performance Reporting .................................................................................................... 45 Segment Reporting ...................................................................................................................................... 59 Stop Reporting ............................................................................................................................................. 65 Regional Analysis ......................................................................................................................................... 65 Corridor, Site or Area Analysis ...................................................................................................................... 65 Metrics for Testing Service Changes.............................................................................................................. 70 Custom Map Development with a TBEST Loaded Network ............................................................................ 70 Scenario Summary Tool ................................................................................................................................ 75 APPENDIX A – TBEST USER MANUAL ................................................................................................................... 86 APPENDIX B – TBEST MODEL APPLICATION SCENARIO CHECKLIST ..................................................................... 254 APPENDIX C – TBEST GTFS NETWORK IMPORT TOOL ......................................................................................... 260 TBEST Implementation Procedures for Strategic and Service Planning | ii Introduction The FDOT-sponsored Transit Boardings Estimation and Simulation Tool (TBEST) transit demand forecasting and analyisis software is an approved and recommended method for developing ridership estimates for major Transit Development Plan (TDP) updates. Historically, TBEST has been utilized for strategic planning initiatives inlcuding fulfilling the requirement for transit agencies to produce ridership estimations within TDP’s. To assist agencies in this process, FDOT provides pre-formatted socio- economic data and pre-coded networks, however, Florida transit agencies were required to provide resources to update network data, perform TBEST modeling, utilize TBEST tools to analyze model output and train staff members to utilize the software. While this investment was not overwhelming, oftentimes, once the TDP development effort was over, the TBEST model was shelved until the next TDP update. FDOT realized that both the agency and FDOT’s investment in theTBEST software could be maximized by further usage by service planners. To that end, FDOT has developed this document to assist transit agencies in establishing and utilizing TBEST for other planning applications. It allows strategic and service planners a tool for testing the implementation of new routes, stops or services or other operational changes that occur outside of TDP development. This procedure was based on the practices of an existing transit agency, LYNX in central Florida. Many of the procedures and workflows included in this document are based on the LYNX TBEST implementation and can be adopted as a best practice for other Florida transit agencies. This Technical Memorandum is part one of a 2 part guidance document. Part 2 of the guidance, provides guidance to FDOT and review agencies that are responsible for reviewing TBEST outputs and reports as part of the TDP update process. This Technial Memorandum explores the TBEST software tools that both service and strategic planners need to answer impact questions related to future service, fare, network and socio-economic conditions. The ability to answer “what-if” questions with a reliable modeling and analysis environment enables planners to effectively meet the demand for transit performance forecasting. Agency implementation and maintenance of the TBEST system provides an integrated service and strategic planning platform where projects, data, and analysis techniques are shared to produce an efficient enterprise platform for transit service analysis. TBEST Implementation Procedures for Strategic and Service Planning | 1 TBEST utilization for service planning requires a systematic , enterprise approach to implementation and management within the agency. Establishing a TBEST implementation plan that will guide the agency’s software installation, data flow, modeling, maintenace and training efforts. Within this document, the components of the implementation plan are explained and guidance is provided for developing a plan that best fits the implementing agency’s service and strategic planning needs, available data, and personnel. The implementation plan is supported by workflows and procedures that assist agency staff in TBEST model validation, model application, maintenance and analysis. For a thorough integration with existing TBEST documentation, the current TBEST User Manual is included as Appendix A in this document. Within the TBEST implementation procedures and workflows, there are hyperlinked references to concepts, instructions, or graphics within the TBEST User Manual. Benefits of TBEST Implementation TBEST is a powerfull planning tool that service and strategic planners which can utilized by planners throughout the agency to support transit service decision-making and in-depth analysis. By following the implementation steps outlined in this document, agencies will have access to accurate and up-to- date socio-economic data, network and service characteristics for developing strategic and service planning scenarios. The primary benefit of implementing TBEST at the agency is improved
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