2018

FACT BOOK

Norman Carlson, Chairman Jim Derwinski, CEO/Executive Director TABLE of CONTENTS Overview 4

System Map 5

Ridership 6

By the Numbers 7

Benefits 8

Diversity 9

Mission, Vision and Strategic Goals 10

History 12

Metra Board of Directors 14

Operating Budget and Capital Program 15

2018 Funding Uses 16

Metra’s Biggest Challenge 17

How We Compare to Other Railroads 18 3 OVERVIEW

Metra is one of the largest and most complex commuter rail systems in North America, serving Cook, DuPage, Will, Lake, Kane and McHenry counties in northeastern Illinois. The agency provides service to and from downtown Chicago with 242 stations over 11 routes totaling nearly 500 route miles and approximately 1,200 miles of track. Metra operates nearly 700 weekday trains, providing nearly 290,000 passenger trips each weekday. 25 percent of all U.S. freight rail traffic travels through the The Metra service area encompasses more than 3,700 square miles. Metra owns and operates four rail lines Chicago region* (Rock Island, Metra Electric, Milwaukee District North and Milwaukee District West). Three Metra lines are operated by Metra employees over freight railroad-owned track through trackage rights or lease agreements (Heritage Corridor, North Central Service and SouthWest Service). Four additional Metra lines are operated directly by freight railroads through purchase-of-service agreements (BNSF, Union Pacific North, Union Pacific Northwest and Union Pacific West).

* Source: Chicago Region Environmental and Transportation Efficiency Program 4 UP-N

o

T ILLINOIS / WISCONSIN STATE LINE Kenosha Winthrop Harbor McHENRY Antioch NCS LAKE Zion MD-N Lake Villa UP-NW Fox Lake SYSTEM MAP Harvard Ingleside Round Lake Beach

Long Lake Washington St. Waukegan McHenry Round Lake (Grayslake) Grayslake Prairie Crossing North Chicago Prairie Crossing N Great Lakes Woodstock Libertyville Lake Bluff LAKE Mundelein MICHIGAN Lake Forest

Crystal Lake Union Pacific North Cary Lake Pingree Rd. Vernon Hills Forest Fort Sheridan UP-N Chicago (Ogilvie Transportation Center) to Kenosha Prairie View Highwood Fox River Grove Buffalo Grove Highland Park Deerfield Ravinia Barrington Braeside North Central Service Lake Cook Wheeling NCS Rd. Glencoe Chicago (Union Station) to Antioch Northbrook Hubbard Woods KANE COOK Palatine Prospect Winnetka Heights N. Glenview Indian Hill Milwaukee District North Arlington Park Kenilworth MD-W Arlington Heights Glenview Wilmette Big Timber Central St. (Evanston) MD-N Mt. Prospect Golf Chicago (Union Station) to Fox Lake Elgin Cumberland Des Plaines Davis St. (Evanston) O'H Dee Road Morton Grove Main St. (Evanston) National St. are Trans Park

(Elgin) Bartlett fer Ridge Edgebrook Rogers Park Hanover Park Union Pacific Northwest Schaumburg Roselle Edison Park Medinah Ro Forest Glen Itasca semon Norwood Park ood Dale t

UP-NW W Gladstone Park Chicago (Ogilvie Transportation Center) to Harvard Schiller Park Mayfair

Bensenville Jefferson Park Franklin Ravenswood Par Irving

k k

DU PAGE r Park a P

Grayland River Grove Elmwood Park so n Milwaukee District West Mont Clare Mars Clybourn ve. Galewood Healy Ha n d

UP-W o rn Elmhurst

Franklin Park e Villa Park Mannheim MD-W est Chicago t Berkeley CHICAGO k

r es W

Chicago (Union Station) to Elgin/Big Timber Lombard Grand/ W a Mayw o Oa k P Rive r Fores t Glen Ellyn Cicero Elburn Winfield College A Wheaton d k o r a La Fox ve. Van Buren

Geneva Kedzie

ergne Museum Campus/11th St. ose P Union Pacific West Bellw o wyn Cicero el r d 18th St.

La V e

M t Be r rn Harlem A te McCormick Place Riverside Hals Hollywood Wes UP-W Chicago (Ogilvie Transportation Center) to Elburn 27th St. estern Springs ville W 35th St./ Hinsdale Clarendon Hills k (Downers Grove) (Downers Grove) “Lou” Jones 47th St. r a

ve. 53rd St. Nape r Aurora Route 59 55th-56th-57th St. ess P Brookfield BNSF Railway ve. Summit 59th d Lisle slan r I e ong r 63rd ony Maw Stone A St yn hor C Br h S k out Par La Grange Rd. S or Main St. Belmont

Highlands s estmont

view A Wrightwood BNSF Chicago (Union Station) to Aurora 75th Wind W Ashburn 79th 79th St. est Hinsdale Brainerd Fai r 83rd 83rd St. BNSF W Willow Springs Oak 91st St. Gresham 87th 87th St. Lawn 95th St. 91st St. 93rd St. 95th St. Heritage Corridor Chicago Ridge 99th St. 95th St. 103rd St. 103rd St. 107th St. 107th St. Worth 111th St. Washington Hghts. 111th St. (Pullman) HC Chicago (Union Station) to Joliet WILL 115th St. Palos Heights 119th St. 115th St. (Kensington)

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O Vermont St. (Blue Island) c

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B Romeoville I 143rd St. As St 137th St. Hegewisch Rock Island Robbins lue To S. (Orland Park) B Bend Midlothian 144th St. (Riverdale) RI Chicago (LaSalle Street Station) to Joliet 153rd St. 147th St. (Ivanhoe) (Orland Park) Oak Forest (Sibley Blvd.) Lockport Harvey Tinley Park Hazel Crest 179th St. Calumet SouthWest Service New Lenox (Orland Park) Tinley Park/ HC 80th Ave. Homewood SWS Chicago (Union Station) to Manhattan Hickory Creek Flossmoor Joliet Mokena-Front St. Olympia Fields RI 211th St. (Lincoln Hwy.) Metra Electric Laraway Road Matteson (New Lenox) ME Chicago (Millennium Station) to University Park Richton Park ME University Park ILLINOIS / INDIANA STATE LINE Manhattan SWS 5 METRA RIDERSHIP by RESIDENCE RIDERSHIP 2%

17% 40%

41% Nearly 50 percent of all work tripstrips from the suburbs to downtown Chicago are Five Collar Counties Suburban Cook County Chicago Outside the Region made on Metra. * Source: 2016 Metra Origin Destination Survey

METRA RIDERSHIP by ETHNICITY

7% 13% About 90 percent of 6% NOTE: Percentages all Metra trips are made may not total 100 73% due to rounding. commuting to work.

Caucasian Hispanic/Latino

Black/African-American Asian/Asian-Pacific 6 * Source: 2014 Metra Customer Satisfaction Survey BY the NUMBERS

78.6 million passenger trips in 2017 848 diesel railcars

686 weekday trains 186 electric railcars 260 Saturday trains 823 bridges 173 Sunday trains 566 grade crossings 242 train stations 24 rail yards 1,155 miles of track 90,806 parking spaces 488 route miles 12 fuel facilities 150 locomotives

7 BENEFITS Riding Metra saves the average commuter more than six days of travel time every year (that’s 12 hours a month) and nearly $2,000 a year, or $166 a month, compared to driving. Twenty-seven additional expressway lanes would have to be added to the existing expressway network to accommodate Metra riders. • Every $1 invested in public transportation generates approximately $4 in economic returns. • One person with a 20-mile round-trip commute who switches from driving to public transit can reduce his or her carbon emissions by 20 pounds a day or more than 4,800 pounds a year. • Public transportation provides personal mobility and freedom for everyone, including people with disabilities and older adults. • A study found that compared to drivers, public transportation users were: ° 44 percent less likely to be overweight; ° 27 percent less likely to have high blood pressure; and ° 34 percent less likely to have diabetes.

402

Source: American Public Transportation Association

8 DIVERSITY Metra is committed to workforce diversity From 2014 to 2017, Metra committed $116 and inclusion in the employment process. million in contracts to Disadvantaged Business Enterprise (DBE) firms. During that time, the value of contracts awarded to DBE firms increased by 43 percent.

METRA’S WORKFORCE DBE CONTRACTING DIVERSITY 2%

22% 21% 46% 32% 23% 31% 23%

Caucasian Hispanic/Latino Non-Minority Women Hispanic/Latino

Black/African-American Asian Black/African-American Asian

Data through Dec. 31, 2017

9 MISSION, VISION and STRATEGIC GOALS

As part of a regional transportation network, Metra provides safe, reliable, efficient commuter rail service MISSION that enhances the economic and environmental health of northeast Illinois.

10 To be a world-class commuter rail agency linking communities throughout the region by:

• Providing the safest, most efficient and reliable service to our customers

• Sustaining our infrastructure for future generations VISION • Leading the industry in achieving continuous improvement, innovation and transparency

• Facilitating economic vitality throughout northeast Illinois

Prioritize safety and security awareness

Optimize Invest in STRATEGIC capital assets workforce GOALS Deliver quality Ensure customer service financial stability

11 HISTORY

June 8, 1984: The Commuter Rail Service Board, newly created by the Illinois Legislature, meets for the first time.

July 12, 1985: The Commuter Rail Service Board adopts the word “Metra” as a service mark.

Aug. 1, 1985: The first locomotive painted with Metra’s blue and orange colors makes its debut. It is named after Kane County.

May 1, 1987: Metra buys the Illinois Central Gulf’s electric commuter line between Chicago and University Park, with the two branch lines to Blue Island and South Chicago, for $28 million. It is renamed the Metra Electric. The ICG’s Joliet-to-Chicago route, part of the deal, is renamed the Heritage Corridor.

Sept. 3, 1987: Metra completes the acquisition of the two Milwaukee lines from the Chicago, Milwaukee and St. Paul. The lines had been operated by the RTA and then Metra since 1982.

July 16, 1989: Service begins at the new Route 59 Station on the BNSF Line. That station is now by far Metra’s busiest.

Oct. 24, 1991: Amtrak shows off the $32 million renovation of Chicago Union Station.

April 1992: Metra completes the $75 million renovation of the Rock Island Line’s LaSalle Street Station.

May 28, 1993: Metra announces that it will assume control of the commuter operations on the Norfolk Southern tracks and rename the line the SouthWest Service.

December 1994: The SouthWest Service is extended from 153rd Street to 179th Street.

April 1995: Union Pacific Railroad completes the purchase of the Chicago & North Western and assumes control of its three commuter lines in Chicago.

Aug. 18, 1996: Metra launches the North Central Service, the first new commuter route in Chicago in more than 70 years.

Oct. 15, 1997: A year after completing a major $141 million rehab of the Union Pacific terminal, the facility is renamed the Ogilvie Transportation Center after the former Illinois governor.

12 HISTORY

Dec. 13, 2000: Metra approves a $400 million order to buy 300 cars from Nippon Sharyo, the largest procurement of railcars in Metra history.

Jan. 12, 2001: Metra approves a $79.4 million order for 27 new MP36-3S locomotives from Motive Power Industries.

Dec. 5, 2004: Metra shows off a rehabbed Millennium Station.

Jan. 23, 2006: Metra opens an extension of the UP West Line to La Fox and Elburn. A week later, Metra opens four new stations and expands service on the North Central Service Line. On the same day, it expands service on the SouthWest Service Line and opens an extension to Manhattan.

December 2008: Metra provides a record 86.8 million passenger trips in 2008. It remains Metra’s record year.

Dec. 3, 2009: MetraMarket opens at the Ogilvie Transportation Center.

August 2010: Metra approves a $585 million order to buy 160 new Highliner cars for the Metra Electric Line from Nippon Sharyo. Nippon Sharyo builds a factory in Rochelle, Ill., to build the cars.

May 6, 2011: Metra opens the new 35th Street /“Lou” Jones Station on the Rock Island Line near Guaranteed Rate Field.

Oct. 23, 2014: Metra celebrates the opening of the $142 million Englewood flyover, a major railroad bridge that eliminated a significant source of train delays on the South Side of Chicago.

Nov. 19, 2015: Metra, CTA and Pace launch the new Ventra App, which allows Metra riders to buy and display Metra mobile tickets with their smartphones using a credit or debit card or Ventra account.

Aug. 25, 2016: Metra receives the final two cars of its 160-car order for the Metra Electric Line, completing a 2010 purchase to outfit the line with a completely new and modern fleet.

13 NORMAN CARLSON METRA BOARD CHAIRMAN of DIRECTORS

ROMAYNE C. BROWN JOHN P. ZEDIKER VICE CHAIRMAN DIRECTOR

JOHN PLANTE DON A. DE GRAFF TREASURER DIRECTOR

RODNEY S. CRAIG KEN KOEHLER SECRETARY DIRECTOR

ALEXANDRA HOLT STEPHEN PALMER DIRECTOR DIRECTOR

STEVEN K. MESSERLI VACANT DIRECTOR DIRECTOR

14 NearlyNearly 50 percent of OPERATING BUDGET Metra’s operating costs are funded by fares and other and CAPITAL PROGRAM system-generated revenue.

For 2018, Metra’s total budget is $994 million, with $797.2 a regional transportation sales tax and a partial state match. For million for operations and $196.8 million for capital. Metra its capital budget, Metra relies on federal, state and local funding covers nearly half of its operating budget with fare and other (including bond programs), and a small amount of fare revenue. system-generated revenue, with the rest primarily coming from

2018 FUNDING SOURCES 2018 OPERATING FUNDS 2018 CAPITAL FUNDS $4.9 $33.3 $1.5 $3.1 $20.3

$354.4 $404.9 $171.6

($ MILLIONS) ($ MILLIONS) Federal Formula Funding $171.6 Fare Revenue $354.4 RTA Innovation, Coordination and Enhancement 4.9 Sales Taxes 404.9 Metra 2018 Farebox Revenues 20.3 Reduced Fare Subsidy 3.1 TOTAL $196.8 Capital Credits, Leases, etc. 33.3 Transportation Security Grant 1.5 TOTAL $797. 2 15 2018 FUNDING USES 2018 OPERATING BUDGET 2018 CAPITAL BUDGET

$5.5

$14 $15.3 $265.7 $15.9 $4.9 $24.3 $49.8 $71.8

$185 $108.3 $39.6

$154.2 $39.7

($ MILLIONS) ($ MILLIONS) Transportation $265.7 Rolling stock $71.8 Engineering 154.2 PTC, communications technology, signals and systems 39.7 Mechanical 185 Track, bridges and other infrastructure 39.6 Administration 108.3 Rail yards, facilities and equipment 24.3 Diesel fuel 49.8 Train stations and parking 5.5 Metra Electric electricity 4.9 Other capital support activities 15.9 Claims and insurance 14 TOTAL $196.8 Downtown stations 15.3 TOTAL $797. 2

16 METRA’S BIGGEST CHALLENGE Metra has an unsustainable economic model and faces the worst financial crisis in its history. In addition to a chronic lack of adequate funding for capital assets, Metra is now faced with decreased funding for operations.

Safe and reliable rail service depends on perpetual maintenance of capital assets. However, federal, state and local funding has not kept pace with our needs. The RTA now estimates Metra needs to spend $1.2 billion a year for 10 years to achieve and maintain a state of good repair on our system. In 2018, Metra has about $200 million available for capital investment.

Meanwhile, public funding for operating costs, provided through a regional transportation sales tax and a partial state match, is also falling short. Sales tax collections have been impacted by economic fluctuations and the shift to internet shopping, while ADA costs have soared. State cuts have further reduced operating funding.

The current situation is unsustainable, and threatens the future viability of the important service Metra provides. Funding levels will need to change to ensure Metra can continue to provide the service its riders depend upon, or else that service will have to be cut. 17 HOW WE COMPARE to OTHER RAILROADS

OPERATING COST PER PASSENGER MILE 30.0 AVERAGE AGE OF FLEET (YEARS)

$0.70 25.0

$0.60 PEER AVERAGE PEER $0.54 20.0 AVERAGE $0.50 19.7

$0.40 15.0

$0.30 10.0 $0.20 5.0 $0.10 $0.45 $0.46 $0.49 $0.58 $0.59 $0.61 14.7 14.7 17.6 23.0 24.0 28.3

$0.00 0.0 Metra Metro-North New Jersey Massachusetts Southeastern Long Island Long Island Metro-North New Jersey Massachusetts Metra Southeastern Railroad Transit Bay Transit Pennsylvania Rail Road Rail Road Railroad Transit Bay Transit Pennsylvania Authority Transit Authority Transit Authority Authority

* 2016 National Transit Database * 2016 National Transit Database

18 METRA ONE-WAY FARES* vs. CPI and PEERS METRA vs. PEER AGENCY PEAK ONE-WAY FARES*

$11.00 $24 $22 $10.00 $20 $9.00 $18 $8.00 $16 $14 $7.00 $12 $6.00 $10 $5.00 $8

$4.00 $6 $4 $3.00 $2 $2.00 $0 A B C D E F G H I J K L M 1983 1986 1989 1992 1995 1998 2001 2004 2007 2010 2013 2016 Zone

Metra Fare CPI Adjusted Metra Fare Metra Long Island Metro-North 2018 Rail Road Railroad Average Peer Fare 2018 Metra Fare New Jersey Southeastern Massachusetts Transit Pennsylvania Bay Transit Transit Authority Authority * Metra Zone E fare, CPI data U.S. Bureau of Labor Statistics * All 2017 data except Metra, which is 2018 data

METRA ON-TIME PERFORMANCE vs. PEERS

Metra Long Island Metro-North New Jersey Southeastern Rail Road Railroad Transit Pennsylvania MONTH Transit Authority

Oct 2017

Nov 2017

Dec 2017

2017 Q4 19 0 10 20 30 40 50 60 70 80 90 100 547 W. Jackson Blvd. Chicago, Illinois 60661 metrarail.com